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9846.T Tokyo Stock Exchange Food Retail & Distribution

9846.T

¥987,00
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JPY
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Mcap
11,3B JPY
P/E
EV / Rev
Div yield
1,61 %
Op margin
3,1 %
ROE
4,9 %
Net margin
2,3 %
Debt / equity
0,17
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Food & Drug Retailing sector, generating revenue primarily through the sale of food and drug products to consumers.

Business. The company operates in the Food & Drug Retailing sector, generating revenue primarily through the sale of food and drug products to consumers.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Drug Retailing
IndustryFood Retail & Distribution
ActivityFood & Drug Retailing
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
4,9 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 9846.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 9846.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the Food & Drug Retailing sector, generating revenue primarily through the sale of food and drug products to consumers.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Drug Retailing
    IndustryFood Retail & Distribution
    ActivityFood & Drug Retailing
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a relatively low debt-to-equity ratio of 0.17, indicating a conservative leverage position. However, the liquidity position is assessed as medium, with a current ratio of 0.45, suggesting limited short-term liquidity. The price-to-book ratio of 0.4 and price-to-tangible-book ratio of 0.4 indicate that the company's market value is significantly below its book value, potentially signaling undervaluation or asset impairment concerns.

    Profitability metrics show a return on equity (ROE) of 4.87% and a return on assets (ROA) of 2.97%, both of which are below the typical thresholds for high-performing firms in the retail sector. The gross profit margin is 32.07%, and the operating margin is 3.05%, which are in line with industry norms but suggest limited pricing power or cost control.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and regulatory changes. The absence of segment-specific data limits the ability to assess the performance of different product lines or geographic regions.

    The company's growth trajectory is modest, with no significant revenue growth reported in the latest financial period. The free cash flow is negative at -234,198,000 JPY, indicating that the company is not generating sufficient cash to fund operations and capital expenditures without external financing. The capital expenditure of -3,058,981,000 JPY suggests ongoing investment in infrastructure and expansion.

    Risk factors include a medium liquidity risk due to the current ratio of 0.45 and a negative net cash position after subtracting total debt. The dilution risk is assessed as low, with no significant changes in shares outstanding between basic and diluted figures. The company has not disclosed any recent events that would significantly impact its financial position or strategic direction.

    Recent events and filings do not indicate any material changes in the company's operations or financial strategy. The latest earnings and revenue figures align with analyst estimates, suggesting stable performance. There are no notable transcripts or filings that suggest a shift in business model or significant new initiatives.

    Key takeaways
    • The company maintains a conservative capital structure with a low debt-to-equity ratio of 0.17.
    • The liquidity position is medium, with a current ratio of 0.45, indicating potential short-term liquidity constraints.
    • Profitability metrics are below industry benchmarks, with an ROE of 4.87% and an ROA of 2.97%.
    • The company's revenue is concentrated in a single segment, increasing exposure to regional and regulatory risks.
    • Free cash flow is negative, and capital expenditures are significant, suggesting ongoing investment needs.
    • The company's market valuation is below book value, as indicated by a price-to-book ratio of 0.4.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥987,00
    Market cap
    ¥11.17B
    Enterprise value
    ¥15.34B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    5.2x
    P / B
    0.4x
    P / Tangible book
    0.4x
    Tangible book
    ¥27.71B
    Net cash
    -¥4.17B
    Current ratio
    0.5
    Debt / equity
    0.2
    ROA
    3.0%
    ROE
    4.9%
    Cash conversion
    219.0%
    CapEx / revenue
    -5.2%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin3,0 %Above median
    Net Margin2,3 %Above median
    ROE4,9 %Below median
    Capex / Rev-5,2 %Bottom quartile
    D/E0,17Above median
    Cash Conv2,19Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 9846.T Market data — financials · 2026-05-27
    • Tenmaya Store Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    9846.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage