8218
KOMERI CO.,LTD.
株式会社コメリ
Retail Trade
Komeri Co.,Ltd. operates a chain of home improvement stores in Japan. The company's stores offer hard merchandise, such as tools, hardware, building materials, and agricultural implements; and green merchandise, including green plants and gardening/farming materials. It operates stores under the Power, Komeri PRO, Hard & Green, and Athena brand names. The company was formerly known as Komeri Showten Co., Ltd. and changed its name to Komeri Co.,Ltd. in January 1973. Komeri Co.,Ltd. was founded in 1952 and is headquartered in Niigata, Japan.
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← Companies
⚠ TSE Capital Mandate
P / Book
0.63×
Overview
Filings & Signals
Ownership
Financials
▾ Collapse Charts
Income Statement
Balance Sheet
Cash Flow
Ratios & Per Share
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Net Sales
¥370.5B
¥365.1B
¥356.9B
¥365.7B
¥362.6B
Cost of Sales
¥252.3B
¥249.0B
¥243.5B
¥247.3B
¥244.2B
Gross Profit
¥118.3B
¥116.1B
¥113.4B
¥118.4B
¥118.4B
SG&A
¥110.1B
¥107.8B
¥105.1B
¥106.0B
¥104.0B
Operating Income
¥23.1B
¥22.4B
¥22.1B
¥26.1B
¥27.8B
Non-Operating Income
¥918M
¥891M
¥639M
¥458M
¥815M
Dividend Income
—
¥149M
¥166M
¥103M
¥119M
Interest Income
—
¥43M
¥25M
¥23M
¥19M
Non-Operating Expenses
—
¥1.0B
¥507M
¥699M
¥391M
Interest Expense
—
¥111M
¥52M
¥72M
¥113M
Ordinary Income
¥23.4B
¥22.2B
¥22.2B
¥25.8B
¥28.2B
Pre-tax Income
¥21.8B
¥20.6B
¥20.6B
¥25.5B
¥26.3B
Income Taxes
¥7.2B
¥6.9B
¥6.9B
¥8.4B
¥8.4B
Current Tax
—
¥7.0B
¥7.3B
¥7.9B
¥7.8B
Deferred Tax
—
¥-124M
¥-465M
¥434M
¥619M
Net Income (owners)
¥14.6B
¥13.7B
¥13.7B
¥17.1B
¥17.9B
Comprehensive Income
—
¥14.3B
¥13.7B
¥17.0B
¥17.6B
EBITDA
¥36.4B
¥35.0B
¥34.3B
¥37.9B
¥39.6B
EPS
¥309.72
¥289.12
¥286.06
¥351.62
¥360.22
Shares Outstanding
—
47.9M
48.4M
49.3M
49.9M
Shares Issued (total)
—
54.4M
54.4M
54.4M
54.4M
Treasury Shares
—
6.5M
6.0M
5.1M
4.6M
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Total Assets
¥394.2B
¥386.7B
¥372.9B
¥361.4B
¥354.8B
Current Assets
¥183.2B
¥181.5B
¥178.2B
¥170.0B
¥164.1B
Cash & Deposits
¥12.1B
¥16.3B
¥16.8B
¥14.1B
¥19.4B
Trade Receivables
—
¥29.6B
¥27.4B
¥25.5B
¥23.2B
Non-Current Assets
¥211.0B
¥205.2B
¥194.7B
¥191.4B
¥190.7B
PP&E
¥183.1B
¥178.3B
¥167.1B
¥164.0B
¥163.3B
Intangible Assets
—
¥9.1B
¥9.2B
¥9.4B
¥8.9B
Investment Securities
¥2.2B
¥1.7B
¥1.6B
¥1.5B
¥1.6B
Deferred Tax Assets
—
¥7.2B
¥7.3B
¥6.9B
¥7.3B
Total Liabilities
¥137.2B
¥140.3B
¥136.6B
¥134.0B
¥140.9B
Current Liabilities
¥98.6B
¥105.7B
¥103.6B
¥101.5B
¥101.6B
Accounts Payable
—
¥29.0B
¥28.4B
¥29.2B
¥28.7B
ST Debt
¥13.5B
¥20.8B
¥16.2B
¥12.8B
¥13.9B
Taxes Payable
—
¥3.9B
¥3.9B
¥4.5B
¥3.6B
Non-Current Liabilities
¥38.6B
¥34.6B
¥33.0B
¥32.5B
¥39.4B
Total LT Borrowings
¥12.6B
¥9.0B
¥12.7B
¥12.8B
¥19.9B
Pension Obligations
—
¥5.9B
¥6.7B
¥6.4B
¥6.2B
Deferred Tax Liab.
—
—
—
—
¥39M
Total Equity
¥257.0B
¥246.3B
¥236.2B
¥227.3B
¥213.8B
Capital Stock
—
¥18.8B
¥18.8B
¥18.8B
¥18.8B
Capital Surplus
—
¥25.3B
¥25.3B
¥25.3B
¥25.3B
Retained Earnings
¥231.6B
¥219.6B
¥208.4B
¥197.2B
¥182.5B
Treasury Stock
—
¥-18.3B
¥-16.6B
¥-14.3B
¥-13.2B
AOCI
—
¥1.0B
¥400M
¥381M
¥513M
Equity (owners)
¥255.7B
¥245.3B
¥235.8B
¥227.0B
¥213.3B
Total Interest-Bearing Debt ⓘ
¥26.1B
¥29.8B
¥28.9B
¥25.5B
¥33.9B
Net Cash ⓘ
¥-13.9B
¥-13.4B
¥-12.1B
¥-11.4B
¥-14.4B
NCAV ⓘ
¥46.0B
¥41.1B
¥41.6B
¥36.0B
¥23.1B
NCAV/Share
—
¥860
¥859
¥730
¥464
BV/Share
—
¥5,125
¥4,873
¥4,604
¥4,279
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Operating CF
¥23.8B
¥23.1B
¥21.4B
¥19.9B
¥25.9B
Interest Paid
—
¥-112M
¥-52M
¥-78M
¥-114M
Interest Received
—
¥190M
¥191M
¥123M
¥132M
D&A
¥13.3B
¥12.6B
¥12.2B
¥11.8B
¥11.8B
Investing CF
¥-18.1B
¥-18.2B
¥-15.4B
¥-11.7B
¥-11.3B
CapEx
¥16.4B
¥16.6B
¥14.5B
¥9.9B
¥9.4B
Financing CF
¥-10.0B
¥-5.2B
¥-3.3B
¥-13.5B
¥-12.5B
Dividends Paid
—
¥-2.6B
¥-2.5B
¥-2.4B
¥-2.3B
Share Buybacks
—
¥-2.0B
¥-2.7B
¥-1.5B
¥-2.0B
LT Debt Repaid
—
¥-8.1B
¥-7.2B
¥-14.3B
¥-12.6B
Free Cash Flow
¥7.5B
¥6.5B
¥6.9B
¥10.0B
¥16.4B
Net Change in Cash
—
¥-330M
¥2.6B
¥-5.3B
¥2.1B
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
ROE
5.8%
5.7%
5.9%
7.8%
8.6%
ROA
3.8%
3.6%
3.7%
4.8%
5.0%
EPS
¥309.72
¥289.12
¥286.06
¥351.62
¥360.22
DPS
¥28.00
¥54.00
¥52.00
¥50.00
¥46.00
BPS
¥5,472.59
¥5,193.27
¥4,935.94
¥4,675.08
¥4,361.66
FCF/Share
—
¥135
¥142
¥203
¥330
NCAV/Share
—
¥860
¥859
¥730
¥464
Payout Ratio
9.0%
18.7%
18.2%
14.2%
12.8%
Event Timeline
S Shareholder
A Capital Signal
▾ Hide Chart
Large Shareholder Reports 6
Date Activist Stake Event Flag Demands Source
2026-05-13
Miyoe Sasage
33.79%
+4.32%
change
Passive
—
2023-12-04
Miyoe Sasage
29.47%
+1.01%
change
Passive
—
2023-09-26
Miyoe Sasage
28.46%
+1.01%
change
Passive
—
2023-07-27
Miyoe Sasage
27.45%
change
Passive
—
2023-07-27
Yuichiro Sasage
3.86%
change
Passive
—
2023-07-07
Mizuho Bank, Ltd.
4.32%
change
Passive
—
Capital Allocation Signals 1
Date
Type
Amount
Summary
2026-05-19
15:30
Div Increase
¥1.3B ¥28.0/sh
+4%
KOMERI Inc. announced a dividend increase to 28 yen per share (up from 27 yen in the prior year) with a record date of M…
Summary
KOMERI Inc. announced a dividend increase to 28 yen per share (up from 27 yen in the prior year) with a record date of March 31, 2026, and an effective date of June 26, 2026. Total dividend payout is 1,323 million yen. The company maintains a progressive dividend policy linked to earnings growth and internal investment in modernizing materials and agricultural supply distribution.
YoY: +4%
Source (JP)
1株当たり配当金は、28 円とすることといたしました。前期実績(2025年3月期)27円00銭に対して、配当は安定的・継続的に実施するとともに、業績の成長に応じて配当の維持または増配を行う累進配当を基本としております。
Top 10 Shareholders
Ownership DNA
Cross-Holdings Tracker 19
#
Shareholder
Shares (thou.)
% of Total
1
株式会社米利
16,145
33.70%
2
The Master Trust Bank of Japan, Ltd. (Trust Account)
日本マスタートラスト信託銀行株式会社(信託口)
3,702
7.70%
3
Custody Bank of Japan, Ltd. (Trust Account)
株式会社日本カストディ銀行(信託口)
2,480
5.10%
4
CGML PB CLIENT ACCOUNT/COLLATERAL(常任代理人 シティバンク、エヌ・エイ東京支店)
1,743
3.60%
5
捧 雄一郎
1,388
2.90%
6
株式会社第四北越銀行(常任代理人 日本マスタートラスト信託銀行㈱)
1,325
2.70%
7
有限会社ささげ
1,245
2.60%
8
公益財団法人美術育成財団雪梁舎
1,213
2.50%
9
捧 欽二
1,022
2.10%
10
Employee Stock Ownership Plan
コメリ社員持株会
841
1.70%
Domestic Nominees
12.8%
-2.6% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.0%
+0.0% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
51.8%
+1.0% vs 2024
Named entities with disclosed investment intent
Shareholder
Trend
2023
2024
2025
式会社米利
28.60%
33.40%
33.70%
+0.30%
Japan Master Trust Bank
日本マスタートラスト信託銀行
9.70%
9.10%
7.70%
-1.40%
Japan Custody Bank
日本カストディ銀行
5.10%
6.30%
5.10%
-1.20%
CGML PB CLIENT ACCOUNT/COLLATERAL
CGML PB CLIENT ACCOUNT/COLLATERAL
—
3.00%
3.60%
+0.60%
捧 雄一郎
2.70%
2.80%
2.90%
+0.10%
Daishi Hokuetsu Bank,Ltd.
式会社第四北越銀行
2.60%
2.70%
2.70%
限会社ささげ
2.60%
2.60%
2.60%
公益財団法人美術育成財団雪梁舎
2.40%
2.50%
2.50%
捧 欽二
2.00%
2.10%
2.10%
Employee Stock Ownership Plan
コメリ社員持株会
1.60%
1.70%
1.70%
捧 実穂
last seen 2023
Exited Top 10
2.00%
—
—
Concentration (HHI)
ⓘ
975
1282
1270
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥638M
+33% since 2023
Holdings
19
+1 new
3 exited
Trend
5 building
vs 2023
Held Company
FY2025
¥638M total
FY2023
¥480M total
Book Val ¥M
Shares
Book Val ¥M
Shares
DCM Holdings Co.,Ltd.
DCMホールディングス㈱
241
173,486
200
173,486
M
Daishi Hokuetsu Financial Group,Inc.
㈱第四北越フィナンシャルグループ
194
+100.0%
↑
61,776
89
30,888
M
Mizuho Financial Group, Inc.
㈱みずほフィナンシャルグループ
61
15,122
28
15,122
M
OKASAN SECURITIES GROUP INC.
㈱岡三証券グループ
60
91,361
43
91,361
M
CORONA CORPORATION
㈱コロナ
21
22,990
20
22,990
M
アクシアル リテイリング㈱
17
+300.0%
↑
18,268
15
4,567
ARCLANDS CORPORATION
アークランズ㈱
8
4,948
7
4,948
juntendo co.,ltd.
㈱ジュンテンドー
7
13,657
7
13,657
M
Seven & i Holdings Co., Ltd.
㈱セブン&アイ・ホールディングス
6
+200.0%
↑
2,904
5
968
IWATSUKA CONFECTIONERY CO.,LTD.
岩塚製菓㈱
6
+100.0%
↑
2,200
5
1,100
BSN MEDIA HOLDINGS,INC.
㈱BSNメディアホールディングス
5
NEW
New
3,000
—
第一生命ホールディングス㈱
3
+300.0%
↑
3,200
1
800
M
OKUWA CO., LTD.
㈱オークワ
3
3,864
3
3,864
NIPPON SEIKI CO.,LTD.
日本精機㈱
2
2,178
1
2,178
Niigata Kotsu Co., Ltd.
新潟交通㈱
2
1,200
2
1,200
Dainichi Co., Ltd.
ダイニチ工業㈱
1
2,246
1
2,246
M
Japan Asia Investment Company, Limited
日本アジア投資㈱
1
5,000
1
5,000
Mitsubishi UFJ Financial Group, Inc.
㈱三菱UFJフィナンシャル・グループ
—
—
M
FIDEA Holdings Co. Ltd.
フィデアホールディングス㈱
—
—
Keiyo Co.,Ltd
㈱ケーヨー
—
−100%
Exit
—
45
53,634
㈱新潟放送
—
−100%
Exit
—
4
3,000
TAISHO PHARMACEUTICAL HOLDINGS CO., LTD.
大正製薬ホールディングス㈱
—
−100%
Exit
—
3
600
Portfolio total
638
480
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding