Takashimaya runs a portfolio of Japanese department stores, including its flagship Nihonbashi and Shinjuku locations, plus a real estate and shopping centre business that earns steady rent from tenants in its complexes. The moat is the store estate itself: prime urban sites and a high-end tenant base that rivals struggle to replicate, which supports a 61.5% gross margin. The near-term lever is inbound tourism and luxury spend, where a weak yen and returning foreign visitors feed directly into department store sales. The shares trade on a forward P/E of 16.1 with revenue growth of only 2.4%, and operating margin of 7.8% sits well above what the sector usually earns, though ROE is slightly negative at -2.3%, so the earnings base needs checking before anything else.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ¥2200 | first publication | ¥2126 |
Answered from Takashimaya Company, Limited fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 8233.T Takashimaya Company, Limited | ¥2080.00 | - | - | - | -2.3% | 43 | 51 |
| 3099.T Isetan Mitsukoshi Holdings Ltd. | ¥1780.50 | - | - | 15.8x | - | 85 | 76 |
| 3086.T J. Front Retailing Co., Ltd. | ¥2776.00 | - | - | 25.1x | 6.4% | 63 | 53 |
| CENCOSUD.SN Cencosud | CLP 1852.00 | - | - | 32.4x | 4.6% | 38 | 33 |
| KSS Kohl's Corporation Common Stock | $24.58 | $48 | 48% below | 10.3x | 6.7% | 42 | 59 |
| 9005.T Tokyu Corporation | ¥1613.50 | - | - | 9.4x | - | 38 | 56 |
| M Macy's Inc Common Stock | $24.10 | $28 | 13% below | 8.9x | 16.0% | 56 | 72 |
Where 8233.T ranks against its sector peers on each metric.