Computer and Electronics Retail / Specialty Retail
Strategic Profile
The company offers home electrical appliances (televisions, refrigerators, washing machines), home information appliances (computers and mobile phones), housing-related products including furniture and renovation services, bathroom and kitchen equipment, and provides reuse and recycling services. Yamada Holdings is attractively priced on earnings with a P/E of 16.2x, trading at ¥580.6 compared with an estimated fair value that is 31.3% higher.
Cyborg Score Rationale
The company has shown momentum with a 90-day share price return of 21.31% and a 1-year total shareholder return of 38.76%. Yamada has proposed a higher year-end dividend of ¥17 per share for fiscal year ending March 2026. However, earnings per share has shrunk at approximately 6.6% per annum over the last five years, suggesting modest decline in underlying fundamentals.
Top Insights
Yamada has proposed raising its final dividend to ¥17 per share for fiscal year ending March 2026, tied to asset efficiency efforts and mid-term management plan.
The dividend yield stands at 3.1%, above the industry average.
Distributions have been growing at 11% per annum since 2016, though with prior cuts suggesting caution.
DCF model points to estimated future cash flow value of ¥845.42 per share versus current ¥580.6, suggesting meaningful upside.
Named Competitors
Electronics Retail — Competing consumer electronics retailers in Japan
Housing and Home Improvement — Housing and renovation service competitors
Recent Developments
(February 2026) Yamada Holdings posted profit decline but maintained full-year outlook and higher dividend commitment
(February 2026) Company nearing completion of ¥20 billion share buyback program
(January 2026) Announced plan to make residential equipment maker TOCLAS a subsidiary to strengthen housing strategy
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