JM Holdings Co., Ltd. (3539.T)
Tsuchiura, JP
JM Holdings Co.,Ltd. engages in the supermarket business in Japan. The company is involved in the restaurant, event-related, and outsourcing businesses, as well as wholesale and retail of meat. In addition, it engages in the facility operation and management, and rice retail businesses. JM Holdings Co.,Ltd. was formerly known as Japan Meat Co.,Ltd. The company was founded in 1945 and is headquartered in Tsuchiura, Japan.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.31% | +3.40% | -3.41% | -20.05% | -19.44% | -23.04% | -48.63% | -37.14% | -39.44% | +4.68% | +14.75% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Grocery Stores: +6.0%+8.1% ★ Q2'26: +4.9% (vs Q2'25)
-
EPS growth Grocery Stores: +8.6%+23.0% ★ Q2'26: -8.2% (vs Q2'25)
-
FCF margin FCF growth · Grocery Stores: +22.1%+2.4% Q2'26: +0.0% (vs Q2'25)
-
EBIT margin Grocery Stores: +4.2%+5.4% ★ Q2'26: +4.0% (vs Q2'25)
-
ROIC Grocery Stores: +9.0%+18.4% ★ Q2'26: +13.0% (vs Q2'25)
-
Share dilution Grocery Stores: +0.1%-4.0% ★ Q2'26: 0.0% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Grocery Stores: 0.58×0.69× ★ Q2'26: 0.80× (vs Q2'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jul 2017 actual |
Jul 2018 actual |
Jul 2019 actual |
Jul 2020 actual |
Jul 2021 actual |
Jul 2024 actual |
Jul 2025 actual |
Jul 2026 1 Rev. Ana. 1 EPS Ana. |
Jul 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
103.77B
est: 103.19B (+0.6%)
|
108.29B
est: 108.88B (-0.5%)
|
113.28B
est: 109.91B (+3.1%)
|
126.96B
est: 111.26B (+14.1%)
|
129.82B
est: 114.44B (+13.4%)
|
172.33B
est: 173.00M (+99,513.3%)
|
186.21B
est: 184.50B (+0.9%)
|
202.50B
202.50B – 202.50B
+9.8% YoY
|
216.80B
216.80B – 216.80B
+7.1% YoY
|
| EBITDA |
5.51B
est: 6.72B (-18.1%)
|
6.05B
est: 7.09B (-14.7%)
|
6.49B
est: 7.16B (-9.3%)
|
8.00B
est: 7.25B (+10.3%)
|
8.61B
est: 7.46B (+15.4%)
|
11.23B
est: 12.43M (+90,281.5%)
|
12.79B
est: 13.25B (-3.5%)
|
14.55B
14.55B – 14.55B
+9.8% YoY
|
15.57B
15.57B – 15.57B
+7.1% YoY
|
| EBIT |
4.45B
est: 5.26B (-15.2%)
|
4.58B
est: 5.55B (-17.5%)
|
4.86B
est: 5.60B (-13.2%)
|
6.18B
est: 5.67B (+9.0%)
|
6.82B
est: 5.83B (+16.9%)
|
8.74B
est: 9.68M (+90,193.1%)
|
10.05B
est: 10.33B (-2.7%)
|
11.33B
11.33B – 11.33B
+9.8% YoY
|
12.13B
12.13B – 12.13B
+7.1% YoY
|
| Net Income |
2.67B
est: 1.19B (+124.2%)
|
2.77B
est: 1.26B (+120.2%)
|
2.81B
est: 1.38B (+103.3%)
|
3.65B
est: 1.39B (+162.4%)
|
4.25B
est: 1.49B (+185.0%)
|
5.47B
est: 9.77B (-44.0%)
|
6.46B
est: 5.86B (+10.2%)
|
6.94B
6.94B – 6.94B
+18.5% YoY
|
7.64B
7.64B – 7.64B
+10.1% YoY
|
| SGA |
25.68B
est: 24.11B (+6.5%)
|
26.04B
est: 25.44B (+2.4%)
|
27.80B
est: 25.68B (+8.3%)
|
29.96B
est: 26.00B (+15.2%)
|
30.32B
est: 26.74B (+13.4%)
|
40.06B
est: 40.43M (+98,991.2%)
|
43.39B
est: 43.11B (+0.6%)
|
47.32B
47.32B – 47.32B
+9.8% YoY
|
50.66B
50.66B – 50.66B
+7.1% YoY
|
| EPS |
50.14
est: 46.55 (+7.7%)
|
52.05
est: 49.15 (+5.9%)
|
52.79
est: 54.00 (-2.2%)
|
68.54
est: 54.35 (+26.1%)
|
79.64
est: 58.15 (+36.9%)
|
102.42
est: 190.60 (-46.3%)
|
126.02
est: 114.30 (+10.2%)
|
135.40
135.40 – 135.40
+18.5% YoY
|
149.10
149.10 – 149.10
+10.1% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-12 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-06-11 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-06-10 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-06-09 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-06-08 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-06-05 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-06-04 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-06-03 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-06-02 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-06-01 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-29 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-28 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-25 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-22 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-21 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-20 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-19 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-18 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-15 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-14 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-13 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-12 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-11 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-08 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-07 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | WisdomTree Japan SmallCap Dividend Fund DFJ | 0.05% | 188.6K | 0.58% |
| 2 | Schwab International Small-Cap Equity ETF SCHC | 0.01% | 426.8K | 0.06% |
| 3 | Avantis International Small Cap Equity ETF AVDS | 0.01% | 21.1K | 0.30% |
| 4 | Dimensional - International Small Cap ETF DFIS | 0.01% | 325.6K | 0.39% |
| 5 | Avantis International Small Cap Value ETF AVDV | 0.01% | 1.02M | 0.36% |
| 6 | Vanguard FTSE All-World ex-US Small-Cap ETF VSS | 0.00% | 672.7K | 0.06% |
| 7 | Dimensional - International Vector Equity ETF DXIV | 0.00% | 7.8K | 0.53% |
| 8 | iShares Core TOPIX ETF 1475.T | 0.00% | 637.5K | 0.05% |
| 9 | Amundi Japan TOPIX II UCITS ETF EUR Dist JPNU.L | 0.00% | 22.1K | 0.45% |
| 10 | Dimensional International Sustainability Core 1 ETF DFSI | 0.00% | 33.4K | 0.24% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Masahiro Sakai | Chief Executive Officer, President & Representative Director | 120M | male |
| Kaori Maeda | MD, Head of Management Headquarters & Director | — | female |
| Katsuro Fujihara | MD & Director | — | male |
| Koji Sakai | Executive Chairman of the Board | — | male |
| Kosei Abe | GM of General Affairs Department & Director | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 3539.T
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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