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Lawson, Inc. (2651.T)
Key financial summary
Financials in JPY| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | TTM | ||
|---|---|---|---|---|---|---|---|---|
| Total revenue | ¥bn | 701 | 730 | 666 | 943 | 1,000 | 1,088 | 1,103 |
| Operating profit | ¥bn | 94 | 94 | |||||
| Net profit | ¥bn | 26 | 20 | 9 | 23 | 30 | 52 | 53 |
| EPS reported | ¥ | 520.5 | 529.2 | |||||
| Operating cashflow per share | ¥ | 2,382 | 2,382 | |||||
| Capex per share | ¥ | 613.8 | 613.8 | |||||
| FCF per share | ¥ | 1,998 | 1,998 | |||||
| Free cash flow | ¥bn | 200 | 132 | |||||
| Net debt | ¥bn | -342 | -1,270 | |||||
| Book value equity | ¥bn | 285 | 303 | |||||
| Book value per share | ¥ | 2,842 | 3,025 | |||||
| Number of shares | m | 100.18 | 100.18 | |||||
| DPS (TTM paid) | ¥ | 192.5 | 250.0 |
Financial summary
Financials in JPY| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | TTM | ||
|---|---|---|---|---|---|---|---|---|
| Value | ||||||||
| P/E TTM | x | 19.70 | - | |||||
| P/B LTM | x | 3.60 | 3.42 | |||||
| P/S LTM | x | 0.94 | 0.94 | |||||
| P/FCF LTM | x | 5.13 | 7.84 | |||||
| EV/EBITDA LTM | x | 2.23 | -0.76 | |||||
| EV/Sales LTM | x | 0.63 | -0.21 | |||||
| Earnings Yield LTM | % | 5.08% | 5.04% | |||||
| FCF Yield | % | 19.49% | 12.76% | |||||
| Quality | ||||||||
| ROE | % | 18.31% | 19.51% | |||||
| ROIC | % | 4.62% | 4.62% | |||||
| Operating margin | % | 8.65% | 8.65% | |||||
| Gross margin | % | 34.00% | 34.00% | |||||
| FCF/Sales | % | 18.38% | 18.38% | |||||
| Growth and momentum | ||||||||
| EPS Growth YoY | % | +75.50% | +40.32% | |||||
| Sales Growth YoY | % | +8.75% | +8.70% | |||||
| Net Income Growth YoY | % | +75.54% | +40.36% | |||||
| FCF Growth | % | -20.79% | +3.84% | |||||
| Operating Profit Growth | % | +46.30% | +38.15% | |||||
| Dividend and capital structure | ||||||||
| Dividend Yield | % | 1.88% | 2.42% | |||||
| Dividend Growth | % | - | - | |||||
| Payout Ratio | % | 36.94% | 22.18% | |||||
| FCF/Debt | x | 2.20 | 0.87 | |||||
| Net Debt/EBITDA | x | -1.11 | -1.11 | |||||
| EBIT/Net interest | x | 9.92 | 9.92 | |||||
| Net debt/market cap | % | -33.28% | -122.74% | |||||
| Net debt/Equity | x | -1.20 | -4.19 | |||||
| Gross debt/equity | x | 0.32 | 0.50 | |||||
Company overview
Lawson, Inc. is a leading Japanese retail enterprise that operates and franchises a vast network of convenience stores across Japan, China, Thailand, Indonesia, the Philippines, and Hawaii, under its Lawson, Lawson Store 100, and Natural Lawson brands. The company's operations are divided into several key segments: domestic convenience stores, the Seijo Ishii supermarket business, entertainment-related activities, financial services, and its overseas ventures. Its convenience outlets offer a broad spectrum of products, encompassing ready-to-eat meals such as bento lunchboxes, rice balls, deep-fried snacks, and salads, alongside coffee and various sweets. Customers can also find over-the-counter pharmaceuticals, prescription medicines, cosmetics, and everyday household items. Beyond merchandise, Lawson provides services like event ticket sales and the distribution of music CDs, DVDs, and books, both in its physical stores and online. Additionally, the company manages a chain of supermarkets, oversees HMV stores, runs United Cinemas movie theaters, operates MACHI cafés, and provides ATMs within its Lawson locations, while also engaging in banking-related services. As of its latest reporting, Lawson, Inc. boasts 14,640 Lawson, Lawson Store 100, and Natural Lawson outlets in Japan. Its extensive portfolio also includes 389 United Cinema movie screens, 57 HMV stores, 24 nursing care consultation centers, 13,458 LAWSON ATMs, 154 Seijo Ishii supermarket locations, and 335 facilities identified as Lawson hospitals. Established in 1975, the company was initially known as Daiei Convenience Systems, Co. Ltd. before officially changing its name to Lawson, Inc. in June 1996. Headquartered in Tokyo, Japan, Lawson, Inc. operates as a subsidiary of Mitsubishi Corporation.
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For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Lawson, Inc. (2651.T)
Lawson, Inc. is a leading Japanese retail enterprise that operates and franchises a vast network of convenience stores across Japan, China, Thailand, Indonesia, the Philippines, and Hawaii, under its Lawson, Lawson Store 100, and Natural Lawson brands. The company's operations are divided into several key segments: domestic convenience stores, the Seijo Ishii supermarket business, entertainment-related activities, financial services, and its overseas ventures. Its convenience outlets offer a broad spectrum of products, encompassing ready-to-eat meals such as bento lunchboxes, rice balls, deep-fried snacks, and salads, alongside coffee and various sweets. Customers can also find over-the-counter pharmaceuticals, prescription medicines, cosmetics, and everyday household items. Beyond merchandise, Lawson provides services like event ticket sales and the distribution of music CDs, DVDs, and books, both in its physical stores and online. Additionally, the company manages a chain of supermarkets, oversees HMV stores, runs United Cinemas movie theaters, operates MACHI cafés, and provides ATMs within its Lawson locations, while also engaging in banking-related services. As of its latest reporting, Lawson, Inc. boasts 14,640 Lawson, Lawson Store 100, and Natural Lawson outlets in Japan. Its extensive portfolio also includes 389 United Cinema movie screens, 57 HMV stores, 24 nursing care consultation centers, 13,458 LAWSON ATMs, 154 Seijo Ishii supermarket locations, and 335 facilities identified as Lawson hospitals. Established in 1975, the company was initially known as Daiei Convenience Systems, Co. Ltd. before officially changing its name to Lawson, Inc. in June 1996. Headquartered in Tokyo, Japan, Lawson, Inc. operates as a subsidiary of Mitsubishi Corporation.
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