Loading…
Drugstore chain based in Kyushu, selling pharmaceuticals, cosmetics and daily goods at discount prices.
Drugstore chain based in Kyushu, selling pharmaceuticals, cosmetics and daily goods at discount prices.
Draws shoppers with everyday low prices on groceries and daily goods, accepting thin margins on food, and earns more on medicines, cosmetics and pharmacy dispensing. It has expanded from its Kyushu base into western Japan.
In one line: A Japanese CVS/Walgreens-style discount drugstore chain.
Moat: narrow (scale, cost advantage, distribution). Discount pricing scale and dense store network in its home Kyushu market.
Headquarters: Kumamoto, Japan · Founded: 1979 · Employees: 5,984
Size COSMOS Pharmaceutical (3349.T) is a Japan Health Care company (Medical Distributors) with a market value of $3.20B, the 343rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥6,340 on 6 Nov 2026.
Performance Over six months the shares gained 4.9%, against +6.1% for the median peer and +1.8% for the Japan market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 9.0% over the last twelve months (peer median +6.0%); the operating margin is 3.8% (peer median 3.0%).
Valuation It trades at 15.7× forward earnings against a peer median of 17.4× (8th cheapest of 16).
Capital Return on invested capital runs 4.3 points above its cost of capital (5.0% WACC).
Next results Next results expected around 8 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥1.11T | ¥1.10T | ¥1.01T | ¥965B | ¥828B |
| Revenue growth | — | +9% | +5% | +17% | — |
| Gross profit | ¥235B | ¥207B | ¥213B | ¥170B | ¥153B |
| EBITDA | ¥68.0B | ¥66.9B | ¥62.6B | ¥51.4B | ¥47.5B |
| Net income | ¥32.1B | ¥32.0B | ¥31.0B | ¥24.5B | ¥23.8B |
| Free cash flow | n/a | -¥11.7B | -¥859M | -¥635M | ¥7.80B |
| Capital expenditure | n/a | ¥70.5B | ¥53.3B | ¥55.8B | ¥46.6B |
| Total debt | ¥68.5B | ¥78.5B | ¥50.0B | ¥34.1B | ¥18.2B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| COSMOS Pharmaceutical 3349.T | $3.20B | +5% | +9% | 4% | 15.7× | n/a |
| Sundrug 9989.T | $2.77B | -1% | +4% | 5% | 13.3× | -8.0% |
| MatsukiyoCocokara & 3088.T | $6.78B | +17% | +5% | 8% | 17.5× | -6.2% |
| Sugi 7649.T | $3.27B | -23% | +9% | 5% | 16.8× | -9.7% |
| Kusuri No Aoki 3549.T | $2.88B | +26% | +13% | 5% | 21.2× | 4.1% |
| Genky DrugStores 9267.T | $723M | +3% | +8% | 5% | 13.7× | n/a |
| Create SD 3148.T | $1.30B | -2% | +9% | 5% | n/a | -11.5% |
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.
| Measure | 3349.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.4% | +3.8% | 6th lowest of 21 |
| 6-month return | +4.9% | +6.1% | 11th highest of 21 |
| Distance from 52-week high | -21.9% | -14.3% | 4th lowest of 21 |
| Revenue growth (TTM) | +9.0% | +6.0% | 5th highest of 21 |
| Operating margin | 3.8% | 3.0% | 9th highest of 21 |
| Forward P/E | 15.7× | 17.4× | 8th cheapest of 16 |
| ROIC minus cost of capital | +4.3 pp | +1.2 pp | 5th highest of 21 |
| EV / EBITDA | 7.9× | 9.7× | 2nd cheapest of 6 |
| Net debt / EBITDA | 0.4× | 0.6× | 7th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| COSMOS Pharmaceutical 3349.T | Japan | $3.20B | +5% | +9% | 4% | 15.7× | n/a | n/a |
| Asker Healthcare ASKER.ST | Sweden | $2.98B | -5% | +12% | 7% | 26.6× | 1.2% | +12.7% |
| Alfresa 2784.T | Japan | $2.79B | -3% | +5% | 1% | 17.4× | -9.1% | +3.5% |
| MEDIPAL 7459.T | Japan | $3.67B | +14% | +4% | 1% | 12.6× | -7.4% | +3.5% |
| Amplifon AMP.MI | Italy | $3.72B | +13% | 0% | 9% | 18.1× | 9.5% | +9.8% |
| Hanmi Science 008930.KS | South Korea | $2.71B | +44% | +6% | 5% | n/a | 24.2% | +9.6% |
| Jointown Pharmaceutical 600998.SS | China | $3.96B | +1% | +9% | 2% | 11.7× | 0.1% | +7.8% |
| Suzuken 9987.T | Japan | $2.29B | -9% | +5% | 1% | 15.0× | -11.9% | +3.2% |
| Galenica GALE.SW | Switzerland | $5.46B | +8% | +6% | 5% | 23.4× | 6.9% | +3.5% |
| DKSH DKSH.SW | Switzerland | $6.10B | +29% | -1% | 3% | 21.5× | -1.4% | +0.6% |
| Redcare Pharmacy RDC.DE | Germany | $1.63B | +52% | +19% | 0% | n/a | n/a | n/a |
| Toho 8129.T | Japan | $1.60B | -14% | +4% | 1% | 21.6× | -7.4% | +5.1% |
| Sinopharm 1099.HK | Hong Kong | $6.83B | -4% | +3% | 3% | 6.3× | -8.1% | +4.0% |
| Ship Healthcare 3360.T | Japan | $1.34B | +4% | +7% | 3% | 13.8× | -14.7% | +7.6% |
| Shanghai C and D INNOSTIC Medical Technology 301584.SZ | China | $1.20B | -28% | +8% | 3% | n/a | -1.3% | +17.9% |
| Shinva Medical Instrument 600587.SS | China | $1.16B | -7% | +6% | 5% | 14.2× | -5.9% | +1.2% |
| Henry Schein HSIC | United States | $9.51B | +22% | +6% | 6% | 14.8× | 9.8% | +5.4% |
| AS ONE 7476.T | Japan | $1.08B | +15% | +10% | 12% | 18.2× | -1.0% | +6.3% |
| Nanjing Pharmaceutical 600713.SS | China | $1.03B | +1% | +3% | 2% | n/a | n/a | n/a |
| DocMorris DOCM.SW | Switzerland | $1.02B | +136% | +11% | -8% | n/a | n/a | n/a |
| Arjo ARJO-B.ST | Sweden | $1.02B | +48% | 0% | 8% | 21.3× | -1.3% | +3.9% |