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Pan Pacific International Holdings Corp 7532

Morningstar Rating
JPY 3,912.00 +74.00 (1.93%)
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Company Report

Tax-Free Sales and Operational Efficiencies Set to Be Key Profit Growth Driver for Pan Pacific

Pan Pacific International Holdings established its footprint in Japan through Don Quijote, its chain of discount retail stores, which attract foot traffic through the abundance of closeout products and constantly changing assortment of products. Discount store buyers have more flexibility versus general merchandise stores in procurement and decision-making to source the most suitable products for local communities where stores are located, enhancing their market position.

Price vs Fair Value

7532 is trading at a 542% premium.
Price
JPY 3,838.00
Fair Value
JPY 5,897.00
Uncertainty
Medium
1-Star Price
JPY 8,892.80
5-Star Price
JPY 8,361.00
Economic Moat
Ytkg
Capital Allocation
Yfbfpbmx

Bulls Say, Bears Say

Bulls

PPIH can leverage its national store footprint and brand popularity to scale its private-label offerings in Japan, thereby expanding margins.

Bears

Don Quijote’s differentiation versus supermarkets and drugstores could slide with declining availability of closeout products.

Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if 7532 is a good fit for your portfolio.

News

Trading Information

Previous Close Price
JPY 3,838.00
Day Range
JPY 3,849.003,928.00
52-Week Range
JPY 2,549.004,122.00
Bid/Ask
JPY 3,911.00 / JPY 3,917.00
Market Cap
JPY 2.33 Tril
Volume/Avg
1.6 Mil / 1.4 Mil

Key Statistics

Price/Earnings (Normalized)
26.21
Price/Sales
1.12
Dividend Yield (Trailing)
0.55%
Dividend Yield (Forward)
0.55%
Total Yield
0.55%

Company Profile

Pan Pacific International Holdings is a leading operator of discount stores and general merchandise stores primarily in Japan, operating 619 stores as of mid-2024 nationally. It offers a wide range of products from packaged food, cosmetics, and household products to consumer electronics. The primary store formats include the Don Quijote discount stores, Mega Donki format, and general merchandise stores operated under FamilyMart Uny. Overseas operations concentrate on North America and Southeast Asia. The group has acquired small supermarket chains in Hawaii and California in the US and also accelerated store expansion across Singapore and Hong Kong.
Sector
Consumer Defensive
Industry
Discount Stores
Stock Style Box
Large Growth
Total Number of Employees
60,516

Competitors

Valuation

Metric
7532
TGT
WMT
Price/Earnings (Normalized)
26.2116.3629.07
Price/Book Value
4.424.876.68
Price/Sales
1.120.630.83
Price/Cash Flow
20.508.8815.68
Price/Earnings
7532
TGT
WMT

Financial Strength

Metric
7532
TGT
WMT
Quick Ratio
0.690.180.19
Current Ratio
1.360.860.80
Interest Coverage
18.6412.5210.38
Quick Ratio
7532
TGT
WMT

Profitability

Metric
7532
TGT
WMT
Return on Assets (Normalized)
9.77%7.99%7.77%
Return on Equity (Normalized)
30.12%34.30%24.81%
Return on Invested Capital (Normalized)
14.03%14.78%14.14%
Return on Assets
7532
TGT
WMT
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