9278.T

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Bookoff Group Holdings Limited · Consumer Cyclical · Japan · $340M · Avg Vol: $2M/d

Premium Grower: Strong business with the market behind it, but you are paying up for it.

79
StockRank
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Quality
59
Value
44
Momentum
70
P/E (TTM)
17.4x
peers 15.1x
ROE
14.2%
peers 8.4%
D/E
1.2x
peers 0.3x
Dividend %
1.3%
trailing yield
AI CONVICTION THESIS

Bookoff Group has strong momentum at M79 but value at V45 is below the calibrated floor, so stage one fails. A 1.1% forward-EPS cut is separately adverse.

The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.

ABOUT BOOKOFF GROUP HOLDINGS LIMITED

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Bookoff Group Holdings Limited is Japan's leading operator of second-hand retail stores, specializing in books, electronics, apparel, and hobby goods. The company's dominant market position is supported by its household brand recognition and an extensive nationwide network of over 800 stores. It operates as a market leader in the circular economy, leveraging advanced appraisal databases to maintain high margins and inventory turnover.

FINANCIAL SUMMARY (JPY)

Year2022202320242025CAGRTTM2027E2028EFwd CAGR
Revenue91.5B101.8B111.7B119.2B9.2%129.7B139.0B152.0B8.4%
EPS (JPY)82.07140.1586.26108.549.8%156.87109.95109.950.4%
Shares19.8M19.8M19.8M17.5M-11.2%17.6M
Debt18.2B20.9B22.4B26.6B13.5%25.8B
Equity16.4B18.9B20.2B18.6B4.4%
Op CF2.8B243.0M4.1B3.1B3.2%4.9B
Inv CF-1.9B-3.5B-2.4B-2.5B
Fin CF1.4B490.0M-100.0M-1.1B
Loading 1Y...
PRICE (1Y)-6.8%
16.7817.5618.3319.1019.87Aug 6Aug 28Sep 18
SMA 50SMA 200

Close
$17.06
RSI (14)
18.6
52W High
$20.09
From 52W High
0.8%

SCORE BREAKDOWN

Quality
59
ROIC
10.1%56.9
ROE
14.2%71.3
GP/Assets
129.5%98.7
Op. Margin
2.2%25.4
FCF/Assets
N/A
Piotroski
891.8
Int. Cover
14.7x62.7
D/E Ratio
1.21x19.5
Current Ratio
1.72x57.2
Value
44
P/E (TTM)
17.4x48.6
EV/EBITDA
9.9x50.7
P/FCF
N/A
P/B
2.3x38.4
P/S
0.4x80.6
Div Yield
1.3%27.4
Momentum
70
52W High %
85%70.4
RS 6M
33%89.4
SMA 50/200
1.36x98.2
EPS Rev 4W
-0.1%41.7
EPS Rev 12W
+1.4%77.2
EPS Improve
-8%14.5
Q Growth
235%92.1

FUNDAMENTALS

Market Cap
$340M
P/E (Forward)
18.9x
Gross Margin
56.7%

SECTOR PEERS

Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 9278.T are excluded.

TickerCompanyMkt CapStockRankSignal
9278.TBookoff Group Holdings Limited(you)$340M79Buy
3660.Tistyle Inc.$342M76Buy
3093.TTreasure Factory Co.,LTD.$302M85Strong Buy
8281.TXebio Holdings Co., Ltd.$305M88Strong Buy
3159.TMaruzen CHI Holdings Co.,Ltd.$232M84Strong Buy
9997.TBelluna Co., Ltd.$645M79Buy
7513.TKojima Co.,Ltd.$669M77Buy
7545.TNishimatsuya Chain Co., Ltd.$752M79Buy
3028.TAlpen Co.,Ltd.$558M87Strong Buy
4931.TShinnihonseiyaku Co., Ltd.$279M95Strong Buy

Peer medians: ROE 8.4% · P/E 15.1x · Gross margin 33.4%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

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Bookoff Group Holdings Limited (9278.T): Stock Score Summary

Bookoff Group Holdings Limited (9278.T) has a MoatMap StockRank of 79/100 based on Quality (59/100), Value (44/100), and Momentum (70/100) factor scores. The current signal is BUY. Bookoff Group has strong momentum at M79 but value at V45 is below the calibrated floor, so stage one fails. A 1.1% forward-EPS cut is separately adverse.

Bookoff Group Holdings Limited is Japan's leading operator of second-hand retail stores, specializing in books, electronics, apparel, and hobby goods. The company's dominant market position is supported by its household brand recognition and an extensive nationwide network of over 800 stores. It operates as a market leader in the circular economy, leveraging advanced appraisal databases to maintain high margins and inventory turnover.

Key Financial Metrics

Price$17.06
Market Cap$340M
P/E (TTM)17.36
P/E (Forward)18.88
Price/Book2.27
Return on Equity14.2%
Return on Invested Capital10.1%
Debt/Equity1.21x
Gross Margin56.7%
Operating Margin2.2%
Revenue Growth11.4%
Dividend Yield1.3%

Bookoff Group Holdings Limited operates in the Specialty Retail industry, part of the Consumer Cyclical sector (Japan).

Frequently Asked Questions

What is Bookoff Group Holdings Limited’s (9278.T) StockRank?
MoatMap’s StockRank for Bookoff Group Holdings Limited (9278.T) is 79/100, with a Buy signal. It is a composite of Quality (59), Value (44), and Momentum (70) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Bookoff Group Holdings Limited have an economic moat?
Bookoff Group Holdings Limited (9278.T) has a Quality factor score of 59/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Bookoff Group Holdings Limited a buy, hold, or sell?
MoatMap’s current signal for Bookoff Group Holdings Limited (9278.T) is Buy, based on a StockRank of 79/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Bookoff Group Holdings Limited in?
Bookoff Group Holdings Limited (9278.T) operates in the Consumer Cyclical sector, specifically the Specialty Retail industry (Japan).