Obermatt

Sundrug

TYO:9989 · JP3336600006
Food & Staples RetailingLarge

360

58
EV / EBIT88
Price / Owner Earnings45
Owner Earnings Yield64
Dividend Yield73
Price/Sales45
EV / Gross Profit64
Price/Book54
Return on Capital71
Cash Return on Capital53
Return on Equity46
EBIT Margin68
Gross Profitability56
Cash Conversion14
Accruals12
Owner Earnings Margin51
Sales growth59
Profit Growth45
Long-Term EPS Growth47
Reinvestment58
Price momentum29
Debt load76
Refinancing67
Debt Payback100
Liquidity87
Analyst ratings41
Opinion Changes50
Price Target Upside61
Market mood94
Value Creation13/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Sundrug clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Based on 3/5 components.

Profile

CountryJapan
IndustryFood & Staples Retailing
SizeLarge
TypePublic Company
ExchangeTSE
Founded1957
Employees2
ISINJP3336600006
Last UpdateApr 2, 2026
Index & Theme
NutraceuticalFast-Moving Consumer GoodsHealth CarePersonal Health

Description

Sundrug Co.,Ltd. operates and manages drug stores and dispensing pharmacies in Japan. Business Segments The company operates two primary business segments: the Drugstore Business and the Discount Store Business. Drugstore Business This segment h…

Analysis

Middle-of-the-road

Sundrug Co.,Ltd. sits in the middle of our grid: average quality, average price, no obvious signal in either direction. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 21.2×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 7% a year, against analyst forecasts of 6%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 13/20 on our value-creation score: creating some value.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
94
2023202420252026

All-time high

98

Jan 2025

All-time low

74

Mar 2026

Average rank

86

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
45
36
34
60
Price/Earnings
64
67
50
76
Price/Book
54
53
49
63
Dividend Yield
73
65
66
70
Value (overall)
54
55
53
73

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →