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Regional supermarket and shopping-mall operator in western Japan, known for its Yume Town retail complexes.
Regional supermarket and shopping-mall operator in western Japan, known for its Yume Town retail complexes.
Earns the retail margin on groceries and everyday goods sold in its large stores, with the Yume Town centres tying a supermarket anchor to the specialty shops and services that rent space around it, so mall rents add to store sales. Hiroshima and western Japan make it a regional spending story.
In one line: A regional Japanese Kroger/mall operator hybrid.
Moat: narrow (scale, distribution). Dominant regional supermarket/mall network in Hiroshima and surrounding areas.
Headquarters: Hiroshima, Japan · Founded: 1961 · Employees: 5,025
Size Izumi (8273.T) is a Japan Consumer Discretionary company (Department Stores) with a market value of $1.28B, the 633rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥937 on 6 Nov 2026.
Performance Over six months the shares fell 1.3%, against -16.3% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 0.9% over the last twelve months (peer median -2.9%); the operating margin is 4.9% (peer median 6.3%).
Valuation It trades at 11.2× forward earnings against a peer median of 17.3× (4th cheapest of 15).
Capital Return on invested capital runs 0.6 points below its cost of capital (5.0% WACC).
Next results Next results expected around 12 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥572B | ¥569B | ¥524B | ¥471B | ¥460B |
| Revenue growth | — | +9% | +11% | +2% | — |
| Gross profit | ¥224B | ¥204B | ¥190B | ¥180B | ¥174B |
| EBITDA | ¥48.7B | ¥48.6B | ¥45.8B | ¥48.6B | ¥50.2B |
| Net income | ¥17.2B | ¥16.8B | ¥12.3B | ¥20.5B | ¥23.2B |
| Free cash flow | -¥9.64B | ¥45.0B | ¥22.4B | ¥4.55B | ¥28.5B |
| Capital expenditure | ¥21.8B | ¥20.8B | ¥18.8B | ¥28.4B | ¥12.1B |
| Total debt | ¥133B | ¥123B | ¥140B | ¥77.7B | ¥76.5B |
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 |
|---|---|---|---|---|---|---|
| Izumi 8273.T | $1.28B | -1% | +1% | 5% | 11.2× | n/a |
| Aeon 8267.T | $21.4B | -19% | +11% | 2% | 51.1× | 3.5% |
| Life 8194.T | $1.43B | +1% | +3% | 3% | 12.1× | -11.0% |
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 | 8273.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.6% | -2.9% | 9th highest of 21 |
| 6-month return | -1.3% | -16.3% | 5th highest of 21 |
| Distance from 52-week high | -14.5% | -41.7% | 3rd highest of 21 |
| Revenue growth (TTM) | +0.9% | -2.9% | 6th highest of 21 |
| Operating margin | 4.9% | 6.3% | 7th lowest of 21 |
| Forward P/E | 11.2× | 17.3× | 4th cheapest of 15 |
| ROIC minus cost of capital | -0.6 pp | -0.6 pp | 11th highest of 21 |
| EV / EBITDA | 6.8× | 8.9× | cheapest of 7 |
| Net debt / EBITDA | 2.3× | 4.6× | 2nd least indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Izumi 8273.T | Japan | $1.28B | -1% | +1% | 5% | 11.2× | n/a | n/a |
| Hyundaideptst 069960.KS | South Korea | $1.29B | -23% | -3% | 9% | 7.0× | -17.1% | +13.2% |
| Hunan Friendship & Apollo Commercial 002277.SZ | China | $1.23B | -5% | -20% | -60% | n/a | 21.6% | -15.5% |
| Anhui Anfu Battery Technology 603031.SS | China | $1.43B | -39% | +4% | 23% | 23.0× | -0.2% | +21.9% |
| Maoye Commercial 600828.SS | China | $1.13B | -13% | -22% | -3% | n/a | 12.9% | -8.4% |
| Fujian Dongbai (Group) 600693.SS | China | $1.11B | -23% | -1% | 32% | 62.6× | 4.1% | +0.9% |
| Nanjing Xinjiekou Department Store 600682.SS | China | $1.07B | -22% | -11% | -16% | n/a | 5.7% | +2.4% |
| Shinsegae 004170.KS | South Korea | $1.59B | -38% | +7% | 9% | 5.8× | -2.2% | +7.8% |
| Wangfujing 600859.SS | China | $1.65B | -21% | -10% | 5% | 244.5× | -13.6% | -2.4% |
| Far Eastern Department Stores 2903.TW | Taiwan | $910M | -5% | -1% | 13% | n/a | 0.5% | -1.8% |
| Lotte Shopping 023530.KS | South Korea | $1.87B | -33% | +1% | 5% | 7.9× | 5.8% | -3.2% |
| Matsuya 8237.T | Japan | $869M | +54% | -1% | 6% | 149.2× | 35.3% | -2.8% |
| Seria 2782.T | Japan | $1.91B | +18% | +13% | 9% | 15.2× | -2.1% | +5.0% |
| Easyhome New Retail 000785.SZ | China | $1.97B | -18% | -23% | 3% | 19.3× | 1.0% | +4.4% |
| Dashang 600694.SS | China | $827M | -10% | -4% | 12% | 12.2× | -18.9% | -5.1% |
| Beijing United Information Technology 603613.SS | China | $2.05B | -30% | -4% | 5% | n/a | n/a | n/a |
| Rainbow Digital Commercial 002419.SZ | China | $793M | -15% | -4% | 0% | 52.1× | -5.8% | -0.4% |
| Hangzhou Jiebai 600814.SS | China | $776M | -9% | -3% | 25% | 14.7× | -21.8% | -1.6% |
| H2O Retailing 8242.T | Japan | $2.10B | +17% | 0% | 5% | 12.3× | -9.7% | -1.6% |
| Wushang 000501.SZ | China | $775M | -18% | -3% | 7% | 30.0× | 11.5% | -4.7% |
| Baida 600865.SS | China | $682M | +5% | +9% | 41% | n/a | 13.3% | -2.5% |