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← CockpitCompetitor Analysis › 7512.T Aeon Hokkaido CorporationOpen in the cockpit ↗

Aeon Hokkaido Corporation7512.TCompetitor analysis, valuation and peers

Japan · JPY·Consumer Staples›Food Retail
Momentum neutral 48
Mkt cap
$719M
US dollars, full cap
Free float
30%
of shares outstanding
$/day
$1.46M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-0.7 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Next earnings
63 days
8 Jan 2027
Close · JPY¥815
1D-3.5%
1W+3.2%
1M-3.7%
3M-2.2%
6M-3.8%
YTD-10.8%
1Y-7.9%
ATR %1.9%
52w lowhigh15.0% off high

What Aeon Hokkaido does

Employees: 3,095

Aeon Hokkaido at a glance

Size Aeon Hokkaido (7512.T) is a Japan Consumer Staples company (Food Retail) with a market value of $719M, the 891st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥815 on 6 Nov 2026.

Performance Over six months the shares fell 3.8%, against -7.7% 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 +0.4%); the operating margin is 1.8% (peer median 3.0%).

Valuation It trades at 0.4× enterprise value to sales against a peer median of 0.4× (10th cheapest of 21).

Capital Return on invested capital runs 0.7 points below its cost of capital (5.0% WACC).

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

Relative performance

909510011 May 202611 Aug 20266 Nov 20267512.T 95Peer median 93
Six months, rebased to 100: Aeon Hokkaido against the median of its 20 peers (local-currency closes).

Aeon Hokkaido financials

Reported figures in JPY; fiscal year ends 2026-02-28. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥407B¥404B¥377B¥356B¥340B
Revenue growth—+7%+6%+5%—
Gross profit¥112B¥112B¥106B¥101B¥96.1B
EBITDA¥15.6B¥16.2B¥14.9B¥16.7B¥14.5B
Net income¥2.63B¥3.73B¥3.61B¥6.19B¥4.71B
Free cash flow-¥6.34B¥3.79B-¥4.94B¥4.18B¥6.27B
Capital expenditure¥12.4B¥19.1B¥18.1B¥8.19B¥8.69B
Total debt¥50.9B¥45.1B¥46.4B¥22.5B¥25.3B

Quarterly statements and history in the cockpit →

Aeon Hokkaido 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%0%+10%8276NGVC8198601116SMWH99748255603708603719605188VLGEA60136600075932220026976038662742353982787512.T6-month return →1-month return →
Up and to the right = strong over both horizons. Aeon Hokkaido is the large dot.

Fundamentals: revenue growth against valuation

-20%-10%0%0.5×1×1.5×8276NGVC8198601116SMWH9974603708603719605188VLGEA600785601366000759322260386682787512.TRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Aeon Hokkaido is the large dot.

Aeon Hokkaido competitors and peer comparison

How Aeon Hokkaido 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 Hokkaido against its 20 peers (data as of 6 Nov 2026)
Measure7512.TPeer medianRank in peer set
1-month return-3.7%+2.0%7th lowest of 21
6-month return-3.8%-7.7%7th highest of 21
Distance from 52-week high-15.0%-25.4%4th highest of 21
Revenue growth (TTM)+3.1%+0.4%6th highest of 21
Operating margin1.8%3.0%7th lowest of 21
EV / Sales0.4×0.4×10th cheapest of 21
ROIC minus cost of capital-0.7 pp+1.3 pp8th lowest of 21
Net debt / EBITDA3.0×0.8×4th most indebted of 13

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 Hokkaido 7512.TJapan$719M-4%+3%2%0.4×n/an/a
Heiwado 8276.TJapan$749M-2%+2%3%0.2×-3.8%+0.7%
Natural Grocers by Vitamin Cottage NGVCUnited States$659M+8%+2%5%0.7×10.6%+5.1%
Maxvalu Tokai 8198.TJapan$621M-10%+1%3%0.1×-20.0%+1.6%
Sanjiang Shopping Club 601116.SSChina$833M-26%-7%3%1.1×n/an/a
WH Smith SMWH.LUnited Kingdom$851M-10%-31%8%1.3×9.1%+8.8%
BELC 9974.TJapan$852M-8%+5%4%0.4×n/an/a
Axial Retailing 8255.TJapan$865M+30%+3%4%0.4×-10.9%+2.9%
Jiajiayue 603708.SSChina$874M-12%0%2%0.4×-12.7%+1.5%
Bestore 603719.SSChina$587M-11%0%0%0.5×6.3%-7.0%
Jiangxi Guoguang Commercial Chains 605188.SSChina$908M-26%+3%1%2.1×27.5%+4.6%
Village Super Market VLGEAUnited States$551M-8%+4%3%0.3×-2.5%+3.5%
Yinchuan Xinhua Commercial 600785.SSChina$540M-8%-2%4%1.1×2.7%+0.9%
Liqun Commercial 601366.SSChina$528M-9%-25%-4%1.5×2.9%-4.2%
Zhongbai 000759.SZChina$521M0%-22%-11%0.9×n/an/a
United Super Markets 3222.TJapan$999M-7%+11%0%0.2×31.5%+5.6%
Chengdu Hongqi Chain 002697.SZChina$1.01B-5%-1%5%0.5×-17.5%+1.1%
Toly Bread 603866.SSChina$1.01B-15%-2%8%1.4×0.5%-1.8%
Halows 2742.TJapan$500M-7%+6%5%0.3×-12.8%+8.2%
JM Holdings Co., Ltd. 3539.TJapan$493M+12%+7%5%0.3×-12.4%+8.9%
Fuji 8278.TJapan$1.11B-1%-1%1%0.2×2.6%+20.9%

Questions

Which companies are Aeon Hokkaido's closest peers?
The cockpit's peer set: Heiwado (8276.T), Natural Grocers by Vitamin Cottage (NGVC), Maxvalu Tokai (8198.T), Sanjiang Shopping Club (601116.SS), WH Smith (SMWH.L), BELC (9974.T), Axial Retailing (8255.T), Jiajiayue (603708.SS).
Is Aeon Hokkaido expensive compared with its peers?
On ev / sales it trades at 0.4× against a peer median of 0.4×, 10th cheapest of 21 in its peer set.
How has Aeon Hokkaido stock performed?
Over six months to 6 Nov 2026 the shares returned -3.8% against -7.7% for the median peer; over one year -7.9%.

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.