juntendo co.,ltd.

株式会社ジュンテンドー

Consumer Cyclical · Home Improvement Retail

Juntendo Co.,Ltd. develops and operates home centers, drug stores, and book centers. The company's home centers offer agricultural and gardening materials, DIY products, leisure and sports supplies, cars, pet supplies, etc., as well as book centers offer books, CDs, DVDs, stationery, etc. Juntendo Co.,Ltd. was founded in 1894 and is headquartered in Masuda, Japan.

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Price

¥503

Market Cap

¥4.2B

Ent. Value

¥18.2B

Net Debt

−¥14.0B

Shares Out.

8.3M

P / E

—

EV / EBIT

76.3×

⚠ TSE Capital Mandate

P / Book

0.32×

P / NCAV

N/M

Div. Yield

1.99%

Financials

Metric	FY 2025 EDINET ↗	FY 2024 EDINET ↗	FY 2023 EDINET ↗	FY 2022 EDINET ↗	FY 2021 EDINET ↗
Net Sales	¥42.1B	¥43.5B	¥43.8B	¥44.1B	¥44.3B
Cost of Sales	¥29.4B	¥30.6B	¥30.9B	¥30.9B	¥31.4B
Gross Profit	¥12.7B	¥12.9B	¥12.8B	¥13.2B	¥12.9B
SG&A	¥13.4B	¥13.3B	¥13.4B	¥13.2B	¥13.4B
Operating Income	¥238M	¥473M	¥319M	¥907M	¥1.2B
Non-Operating Income	¥117M	¥81M	¥80M	¥89M	¥102M
Dividend Income	¥16M	¥14M	¥15M	¥15M	¥11M
Interest Income	¥29M	¥9M	¥11M	¥10M	¥11M
Non-Operating Expenses	¥147M	¥96M	¥82M	¥73M	¥74M
Interest Expense	¥139M	¥86M	¥74M	¥62M	¥62M
Ordinary Income	¥209M	¥458M	¥317M	¥923M	¥1.3B
Pre-tax Income	¥-361M	¥260M	¥296M	¥682M	¥1.0B
Income Taxes	¥1M	¥108M	¥107M	¥300M	¥421M
Current Tax	¥63M	¥148M	¥109M	¥327M	¥410M
Deferred Tax	¥-63M	¥-41M	¥-1M	¥-28M	¥10M
Net Income (owners)	¥-361M	¥153M	¥189M	¥383M	¥607M
EBITDA	¥1.5B	¥1.6B	¥1.6B	¥2.1B	¥2.4B
EPS	¥-44.55	¥18.82	¥23.29	¥47.16	¥74.96
Shares Outstanding	8.3M	8.3M	8.3M	8.3M	8.3M
Shares Issued (total)	8.3M	8.3M	8.3M	8.3M	8.3M

Metric	FY 2025 EDINET ↗	FY 2024 EDINET ↗	FY 2023 EDINET ↗	FY 2022 EDINET ↗	FY 2021 EDINET ↗
Total Assets	¥41.3B	¥38.9B	¥38.5B	¥37.9B	¥34.6B
Current Assets	¥16.2B	¥15.9B	¥16.5B	¥15.9B	¥14.6B
Cash & Deposits	¥1.9B	¥1.3B	¥1.2B	¥1.3B	¥1.4B
Trade Receivables	¥451M	¥380M	¥384M	¥314M	¥231M
Inventories	¥13.2B	¥13.7B	¥14.2B	¥13.7B	¥12.4B
Non-Current Assets	¥25.2B	¥22.9B	¥22.0B	¥21.9B	¥20.1B
PP&E	¥19.3B	¥17.6B	¥17.1B	¥17.3B	¥15.7B
Intangible Assets	¥465M	¥296M	¥322M	¥307M	¥274M
Investment Securities	¥556M	¥397M	¥364M	¥368M	¥301M
Deferred Tax Assets	¥458M	¥447M	¥414M	¥426M	¥400M
Total Liabilities	¥28.7B	¥25.9B	¥25.7B	¥25.2B	¥22.2B
Current Liabilities	¥12.8B	¥13.3B	¥13.1B	¥13.1B	¥11.3B
ST Debt	¥4.2B	¥4.3B	¥4.3B	¥3.6B	¥2.6B
Taxes Payable	¥85M	¥162M	¥92M	¥192M	¥135M
Non-Current Liabilities	¥15.9B	¥12.7B	¥12.6B	¥12.1B	¥10.9B
Total LT Borrowings	¥11.6B	¥9.4B	¥9.2B	¥8.7B	¥7.4B
Total Equity	¥12.6B	¥12.9B	¥12.8B	¥12.7B	¥12.5B
Capital Stock	¥4.2B	¥4.2B	¥4.2B	¥4.2B	¥4.2B
Capital Surplus	¥4.0B	¥4.0B	¥4.0B	¥4.0B	¥4.0B
Retained Earnings	¥4.2B	¥4.6B	¥4.6B	¥4.5B	¥4.3B
Treasury Stock	¥-96M	¥-96M	¥-96M	¥-96M	¥-96M
AOCI	¥260M	¥153M	¥128M	¥91M	¥42M
Equity (owners)	¥12.3B	¥12.8B	¥12.7B	¥12.6B	¥12.4B

Total Interest-Bearing Debt ⓘ	¥15.8B	¥13.7B	¥13.6B	¥12.2B	¥10.0B
Net Cash ⓘ	¥-14.0B	¥-12.4B	¥-12.3B	¥-10.9B	¥-8.6B
NCAV ⓘ	¥-12.6B	¥-10.0B	¥-9.2B	¥-9.2B	¥-7.6B
NCAV/Share	¥-1,509	¥-1,201	¥-1,105	¥-1,107	¥-912
BV/Share	¥1,480	¥1,533	¥1,525	¥1,516	¥1,490

Metric	FY 2025 EDINET ↗	FY 2024 EDINET ↗	FY 2023 EDINET ↗	FY 2022 EDINET ↗	FY 2021 EDINET ↗
Operating CF	¥1.7B	¥2.0B	¥624M	¥800M	¥364M
Interest Paid	¥-132M	¥-83M	¥-72M	¥-62M	¥-63M
Interest Received	¥17M	¥15M	¥16M	¥16M	¥12M
D&A	¥1.2B	¥1.2B	¥1.3B	¥1.2B	¥1.2B
Investing CF	¥-3.0B	¥-1.9B	¥-1.8B	¥-2.9B	¥-1.1B
Proceeds from Invest.	—	—	¥137M	—	—
Financing CF	¥1.9B	¥-49M	¥1.0B	¥2.0B	¥307M
Dividends Paid	¥-81M	¥-81M	¥-121M	¥-121M	¥-120M
Share Buybacks	¥-0M	¥-0M	¥-0M	¥-0M	¥-0M
LT Debt Repaid	¥-4.1B	¥-3.0B	¥-2.8B	¥-2.5B	¥-2.4B
Free Cash Flow	¥1.7B	¥2.0B	¥624M	¥800M	¥364M
Net Change in Cash	¥574M	¥67M	¥-89M	¥-97M	¥-452M

Metric	FY 2025 EDINET ↗	FY 2024 EDINET ↗	FY 2023 EDINET ↗	FY 2022 EDINET ↗	FY 2021 EDINET ↗
ROE	-2.8%	1.2%	1.5%	3.0%	5.0%
ROA	-0.9%	0.4%	0.5%	1.1%	1.8%
EPS	¥-44.55	¥18.82	¥23.29	¥47.16	¥74.96
DPS	¥10.00	¥10.00	¥10.00	¥15.00	¥15.00
BPS	¥1,552.50	¥1,593.76	¥1,581.78	¥1,568.82	¥1,535.40
FCF/Share	¥200	¥244	¥75	¥96	¥44
NCAV/Share	¥-1,509	¥-1,201	¥-1,105	¥-1,107	¥-912
Payout Ratio	—	53.1%	42.9%	31.8%	20.0%

Event Timeline

S Shareholder A Capital Signal

Large Shareholder Reports 4

Date	Activist	Stake	Event	Flag	Demands
2025-06-05	TADASHI IIDUKA	39.81%	correction	Passive	—
2025-06-05	IIZUKA TADASHI	39.89% +0.03%	correction	Passive	—
2025-05-20	IIZUKA TADASHI	39.86% -0.04%	correction	Passive	—
2025-02-26	IIZUKA TADASHI	39.9%	change	Passive	—

#	Shareholder	Shares (thou.)	% of Total
1	飯塚正	2,250	27.76%
2	有限会社サンデーズ	1,071	13.21%
3	株式会社山陰合同銀行	365	4.50%
4	ジュンテンドー社員持株会	363	4.48%
5	アイリスオーヤマ株式会社	223	2.75%
6	J-NET株式会社	142	1.76%
7	杣山令子	141	1.75%
8	大田圭子	141	1.74%
9	株式会社ドラッグストアモリ	94	1.16%
10	住友生命保険相互会社	90	1.11%

as of 2026-02-28 Source: EDINET ↗

Ownership by year — hover bars for detail

Domestic Nominees

0.0%

-1.2% vs 2025

Trust bank custodians — GPIF, pensions, investment trusts

Foreign Custodians

0.0%

+0.0% vs 2025

Sub-custodians for foreign asset managers

Direct / Strategic

60.2%

+1.2% vs 2025

Named entities with disclosed investment intent

Shareholder	Trend	2023	2024	2025	2026
飯塚正		27.71%	27.73%	27.78%	27.76% -0.02%
限会社サンデーズ		13.21%	13.21%	13.21%	13.21%
式会社山陰合同銀行		4.50%	4.50%	4.50%	4.50%
ジュンテンドー社員持株会		4.33%	4.50%	4.33%	4.48% +0.15%
アイリスオーヤマ		2.75%	2.75%	2.75%	2.75%
J-NET		1.60%	1.65%	1.70%	1.76% +0.06%
杣山令子		1.75%	1.75%	1.75%	1.75%
大田圭子		1.74%	1.74%	1.74%	1.74%
式会社ドラッグストアモリ NEW ENTRY	—	—	—	—	1.16% NEW
住友生命保険 NEW ENTRY	—	—	—	—	1.11% NEW
式会社山口銀行 last seen 2025	Exited Top 10	2.10%	1.23%	1.23%	—
日本カストディ銀行 last seen 2025	Exited Top 10	1.84%	1.84%	1.22%	—
Concentration (HHI) ⓘ		1005	1005	1005	1005

4 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved

Portfolio Book Value ¥368M +9% since 2023

Holdings 12 1 exited

Trend 1 unwinding vs 2023

Held Company	FY2025 ¥368M total		FY2023 ¥339M total
	Book Val ¥M	Shares	Book Val ¥M	Shares
The San-in Godo Bank,Ltd. 株式会社山陰合同銀行	298	238,000	202	238,000	M
Sumitomo Mitsui Financial Group, Inc. 株式会社三井住友フィナンシャルグループ	31	+200.0% ↑ 8,100	16	2,700	M
Yamaguchi Finacial Group,Inc. 株式会社山口フィナンシャルグループ	16	-90.9% ↓ 10,000	101	110,000	M
KOMERI CO.,LTD. 株式会社コメリ	8	2,700	7	2,700	M
DCM Holdings Co.,Ltd. ＤＣＭホールディングス株式会社	4	2,940	3	2,940	M
Mitsubishi UFJ Financial Group, Inc. 株式会社三菱ＵＦＪフィナンシャル・グループ	3	1,700	2	1,700	M
ASAHIPEN CORPORATION 株式会社アサヒペン	2	1,200	2	1,200	M
NAFCO CO., Ltd 株式会社ナフコ	2	1,000	2	1,000
YAMABIKO CORPORATION 株式会社やまびこ	1	400	0	400	M
Makita Corporation 株式会社マキタ	1	200	1	200	M
YELLOW HAT LTD. 株式会社イエローハット	1	288	0	288	M
TRUSCO NAKAYAMA CORPORATION トラスコ中山株式会社	1	400	1	400	M
Keiyo Co.,Ltd 株式会社ケーヨー	—	−100% Exit —	1	1,000
Portfolio total	368		339

Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding