Obermatt

ARCS

TYO:9948 · JP3968600001
Food & Staples RetailingLarge

360

86
EV / EBIT95
Price / Owner Earnings67
Owner Earnings Yield94
Dividend Yield59
Price/Sales78
EV / Gross Profit96
Price/Book78
Return on Capital33
Cash Return on Capital70
Return on Equity29
EBIT Margin27
Gross Profitability69
Cash Conversion43
Accruals44
Owner Earnings Margin67
Sales growth30
Profit Growth40
Long-Term EPS Growth39
Owner Earnings Growth88
Reinvestment76
Price momentum59
Debt load79
Refinancing21
Debt Payback100
Liquidity82
Analyst ratings24
Opinion Changes50
Price Target Upside50
Market mood4
Value Creation14/20strong value creator
  • 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

ARCS generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryJapan
IndustryFood & Staples Retailing
SizeLarge
TypePublic Company
ExchangeTSE
Founded1961
Employees0
ISINJP3968600001
Last UpdateApr 2, 2026
Index & Theme
Fast-Moving Consumer GoodsHome ImprovementRetailWholesale

Description

Analysis

Bargain bin

ARCS Company Limited falls in the bargain bin: the price is low relative to peers, but the business metrics give reason to pause.

The price is attractive. You pay 10.1× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is moderate and the balance sheet is sturdy. The company scores 14/20 on our value-creation score: strong value creator.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
42
2023202420252026

All-time high

93

Jan 2023

All-time low

36

Jan 2025

Average rank

55

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
78
74
81
85
Price/Earnings
70
70
67
80
Price/Book
78
76
83
83
Dividend Yield
59
53
50
60
Value (overall)
77
73
81
91

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

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The companies this stock is ranked against.

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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 →