Obermatt

Flags

Financial distress

Aeon

TYO:8267 · JP3388200002
Food & Staples RetailingXX-Large

360

12
EV / EBIT9
Price / Owner Earnings93
Owner Earnings Yield1
Dividend Yield15
Price/Sales66
EV / Gross Profit98
Price/Book25
Return on Capital3
Cash Return on Capital4
Return on Equity5
EBIT Margin5
Gross Profitability21
Cash Conversion100
Accruals28
Owner Earnings Margin4
Sales growth75
Profit Growth93
Long-Term EPS Growth100
Reinvestment34
Price momentum37
Debt load9
Refinancing5
Debt Payback1
Liquidity25
Analyst ratings1
Opinion Changes50
Price Target Upside55
Market mood33
Value Creation10/20creating 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

Aeon 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
SizeXX-Large
TypePublic Company
ExchangeTSE
Founded1926
Employees273
Websiteaeon.info
ISINJP3388200002
Last UpdateApr 2, 2026
Themes
Online GroceryOnline PaymentsGreen Consumer GoodsLifestyleBrand MarketingFast-Moving Consumer GoodsFinancial ServicesRetail

Description

Aeon Co., Ltd. (AEON) operates as a retail and financial services conglomerate, offering a diverse range of products and services through its various segments. The company’s primary focus is on consumer goods retailing, including food and non-food it…

Analysis

Weak and unloved

Aeon Co., Ltd. scores below average on quality and is priced accordingly, a low-conviction position in either direction.

Valuation data is not available for this company.

Growth is solid; the safety picture is fragile. The company scores 10/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
1
2023202420252026

All-time high

16

Dec 2025

All-time low

1

Jun 2026

Average rank

9

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
66
71
81
83
Price/Earnings
9
3
3
3
Price/Book
25
21
24
35
Dividend Yield
15
6
16
24
Value (overall)
9
8
15
21

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 →