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← CockpitCompetitor Analysis › 2653.T AEON Kyushu Co., Ltd.Open in the cockpit ↗

AEON Kyushu Co., Ltd.2653.TCompetitor analysis, valuation and peers

Japan · JPY·Consumer Discretionary›Department Stores
Momentum neutral 48
Mkt cap
$597M
US dollars, full cap
Free float
21%
of shares outstanding
$/day
$444,529
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+0.9 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Next earnings
63 days
8 Jan 2027
Close · JPY¥2,711
1D-1.5%
1W+2.3%
1M-1.2%
3M-4.5%
6M-3.0%
YTD-8.5%
1Y-10.2%
ATR %1.0%
52w lowhigh10.2% off high

What AEON Kyushu does

Employees: 5,431

AEON Kyushu at a glance

Size AEON Kyushu (2653.T) is a Japan Consumer Discretionary company (Department Stores) with a market value of $597M, the 981st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,711 on 6 Nov 2026.

Performance Over six months the shares fell 3.0%, against -10.8% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue grew 3.1% over the last twelve months (peer median -4.1%); the operating margin is 1.7% (peer median 4.9%).

Valuation It trades at 0.3× enterprise value to sales against a peer median of 1.9× (cheapest of 20).

Capital Return on invested capital runs 0.9 points above its cost of capital (5.0% WACC).

Next results Next results expected around 8 Jan 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 20262653.T 96Peer median 89
Six months, rebased to 100: AEON Kyushu against the median of its 20 peers (local-currency closes).

AEON Kyushu financials

Reported figures in JPY; fiscal year ends 2026-02-28. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥558B¥547B¥532B¥510B¥484B
Revenue growth—+3%+4%+5%—
Gross profit¥154B¥152B¥149B¥145B¥138B
EBITDA¥17.3B¥18.2B¥17.5B¥16.9B¥14.9B
Net income¥2.85B¥5.97B¥6.03B¥7.03B¥4.67B
Free cash flown/a-¥3.75B-¥2.82B¥2.06B¥7.33B
Capital expendituren/a¥28.0B¥17.5B¥12.9B¥7.26B
Total debt¥60.2B¥47.8B¥36.5B¥29.8B¥30.2B

Quarterly statements and history in the cockpit →

AEON Kyushu competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%-10%0%+10%-10%0%+10%+20%00218760082460083800041760086560310182446002800005016008140289002419600857600694SHOPERSTOP82376007122653.T6-month return →1-month return →
Up and to the right = strong over both horizons. AEON Kyushu is the large dot.

Fundamentals: revenue growth against valuation

-60%-40%-20%0%0×20×40×0021876008246008380004176008656031018244600857002561SHOPERSTOP82370004196007122653.TRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. AEON Kyushu is the large dot.

AEON Kyushu competitors and peer comparison

How AEON Kyushu compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

AEON Kyushu against its 20 peers (data as of 6 Nov 2026)
Measure2653.TPeer medianRank in peer set
1-month return-1.2%-2.1%9th highest of 21
6-month return-3.0%-10.8%7th highest of 21
Distance from 52-week high-10.2%-32.7%2nd highest of 21
Revenue growth (TTM)+3.1%-4.1%5th highest of 21
Operating margin1.7%4.9%9th lowest of 21
EV / Sales0.3×1.9×cheapest of 20
ROIC minus cost of capital+0.9 pp-3.0 pp8th highest of 21
Net debt / EBITDA3.0×4.4×4th least indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
AEON Kyushu 2653.TJapan$597M-3%+3%2%0.3×n/an/a
Guangzhou Grandbuy 002187.SZChina$600M-8%-49%-2%1.6×-5.3%-2.0%
Shanghai Yimin Commercial 600824.SSChina$572M-12%-12%-2%4.7×11.8%-7.6%
Shanghai Join Buy 600838.SSChina$628M+9%+6%-28%38.8×22.2%+0.4%
Hefei Department Store 000417.SZChina$678M-13%-9%1%0.9×3.4%+1.3%
Baida 600865.SSChina$682M+5%+9%41%16.7×13.3%-2.5%
Xinjiang Winka Times Department Store 603101.SSChina$502M-36%+5%9%1.9×-4.2%+2.6%
Kintetsu Department Store 8244.TJapan$491M+16%-1%5%0.7×-6.2%-10.5%
Nanjing Central Emporium (Group) Stocks 600280.SSChina$480M-9%-10%-2%4.6×17.4%-8.1%
Wushang 000501.SZChina$775M-18%-3%7%2.1×11.5%-4.7%
Hangzhou Jiebai 600814.SSChina$776M-9%-3%25%1.3×-21.8%-1.6%
Wing On Co. International 0289.HKHong Kong$457M-16%-2%16%n/an/an/a
Rainbow Digital Commercial 002419.SZChina$793M-15%-4%0%1.3×-5.8%-0.4%
Ningbo Zhongbai 600857.SSChina$444M+4%-56%4%11.5×51.6%-9.2%
Shanghai Xujiahui Commercial 002561.SZChina$436M-14%-6%-9%8.0×n/an/a
Dashang 600694.SSChina$827M-10%-4%12%0.8×-18.9%-5.1%
Shoppers Stop SHOPERSTOP.NSIndia$428M+2%+9%4%1.4×17.1%+23.6%
Zhongxing Shenyang Commercial Building 000715.SZChina$423M-13%-6%16%1.5×-12.3%-2.8%
Matsuya 8237.TJapan$869M+54%-1%6%3.4×35.3%-2.8%
Changsha Tongcheng 000419.SZChina$399M-16%-21%6%1.6×-0.3%-3.3%
Nanning Department Store 600712.SSChina$393M-24%-24%-12%6.1×n/an/a

Questions

Which companies are AEON Kyushu's closest peers?
The cockpit's peer set: Guangzhou Grandbuy (002187.SZ), Shanghai Yimin Commercial (600824.SS), Shanghai Join Buy (600838.SS), Hefei Department Store (000417.SZ), Baida (600865.SS), Xinjiang Winka Times Department Store (603101.SS), Kintetsu Department Store (8244.T), Nanjing Central Emporium (Group) Stocks (600280.SS).
Is AEON Kyushu expensive compared with its peers?
On ev / sales it trades at 0.3× against a peer median of 1.9×, cheapest of 20 in its peer set.
How has AEON Kyushu stock performed?
Over six months to 6 Nov 2026 the shares returned -3.0% against -10.8% for the median peer; over one year -10.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.