Added to YB: 2026-04-01
Pitch date: 2026-03-30
3088.T [bullish]
MatsukiyoCocokara & Co.
-0.06%
current return
Author Info
I founded KonichiValue to merge my half-Japanese heritage with my passion for value investing in the world's most undervalued market. Sign up for the newsletter.
Company Info
MatsukiyoCocokara & Co. operates and manages chain stores, drug stores, and insurance dispensing pharmacies in Japan.
Market Cap
JPY 990.2B
Pitch Price
JPY 2.5K
Price Target
3.2K (+29%)
Dividend
1.93%
EV/EBITDA
8.33
P/E
17.77
EV/Sales
0.81
Sector
Consumer Staples Distribution and Retail
Category
value
The Most Undervalued Stocks in Japan 2026 - MatsukiyoCocokara & Co. (3088.T)
3088.T: Japanese drugstore leader w/ 35.9% gross margin (vs retail avg ~25%) via premium private label strategy & scale (3,400+ stores). FY25: ¥1.06T sales, ¥82.1B op income, 16.7% 10yr EPS CAGR. Trading 16x P/E vs 33% upside to ¥3,246 analyst PT. Expanding into high-margin dispensing pharmacies to hedge tourist cyclicality. Perfect Piotroski F-Score 9. Target ¥1.3T sales by 2031.
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