JM Holdings Co (TSE:3539) 5-Year Yield-on-Cost %: 3.25 (As of Aug. 08, 2026) — 28% Above Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

TSE:3539 JM Holdings Co Ltd TSE:3539
82 GF Score
Price 円1,378.00
GF Value 円1,461.46
Valuation Fairly Valued
! 2 Warning Signs
View Full Analysis

What is JM Holdings Co 5-Year Yield-on-Cost %?

JM Holdings Co TSE:3539 +0.58% 82 5-Year Yield-on-Cost % is 3.25 as of Aug. 08, 2026, which is 28% above its 10-year median of 2.53. GuruFocus rates TSE:3539 with a GF Score™ of 82/100 and a GF Value™ of 円1,461.46 (Fairly Valued). The stock has 2 warning signs investors should review. Among 199 Retail - Defensive companies, JM Holdings Co ranks worse than 54.77% on this metric.

JM Holdings Co's yield on cost for the quarter that ended in Jan. 2026 was 3.25.


The historical rank and industry rank for JM Holdings Co's 5-Year Yield-on-Cost % or its related term are showing as below:

TSE:3539' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.02   Med: 2.53   Max: 4.04
Current: 3.25


During the past 11 years, JM Holdings Co's highest Yield on Cost was 4.04. The lowest was 1.02. And the median was 2.53.


TSE:3539's 5-Year Yield-on-Cost % is ranked worse than
54.77% of 199 companies
in the Retail - Defensive industry
Industry Median: 3.35 vs TSE:3539: 3.25

JM Holdings Co  (TSE:3539) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


JM Holdings Co 5-Year Yield-on-Cost % Related Terms


TSE:3539 vs KR: 5-Year Yield-on-Cost % Comparison

For the Grocery Stores subindustry, JM Holdings Co's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


JM Holdings Co 5-Year Yield-on-Cost % vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, JM Holdings Co's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where JM Holdings Co's 5-Year Yield-on-Cost % falls into.


TSE:3539
82GF Score
JM Holdings Co Ltd TSE:3539
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

JM Holdings Co 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of JM Holdings Co is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 3.25 mean?
JM Holdings Co (TSE:3539) has a 5-Year Yield-on-Cost % of 3.25 as of Aug. 08, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on JM Holdings Co and its competitors. This is 28% above median its historical median of 2.53. Over the past decade, JM Holdings Co's 5-Year Yield-on-Cost % has ranged from 1.02 to 4.04. According to the industry distribution chart, JM Holdings Co ranks #109 out of 199 companies in the Retail - Defensive industry, placing it in the top 54.8%.
Is JM Holdings Co's 5-Year Yield-on-Cost % too high?
JM Holdings Co's current 5-Year Yield-on-Cost % of 3.25 is 28% above median its 10-year median of 2.53. Over the past 10 years, this metric has ranged from a low of 1.02 to a high of 4.04. The Retail - Defensive industry median 5-Year Yield-on-Cost % is 3.35. JM Holdings Co's value of 3.25 is 3% below this industry median. Based on the distribution chart, JM Holdings Co ranks #109 out of 199 companies in the Retail - Defensive industry, which is below the industry midpoint. Overall, JM Holdings Co has a GF Score™ of 82/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does JM Holdings Co's 5-Year Yield-on-Cost % compare to KR?
According to the Retail - Defensive industry distribution chart, JM Holdings Co ranks #109 out of 199 companies for 5-Year Yield-on-Cost %. This places JM Holdings Co in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.35. JM Holdings Co's value of 3.25 is 3% below this benchmark. Historically, JM Holdings Co's own 5-Year Yield-on-Cost % has ranged from 1.02 to 4.04 over the past decade. While the company's 10-year median is 2.53 vs. the industry median of 3.35, JM Holdings Co has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a Retail - Defensive company?
The median 5-Year Yield-on-Cost % among Retail - Defensive companies is 3.35, based on 199 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. JM Holdings Co's current 5-Year Yield-on-Cost % of 3.25 is 3% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on JM Holdings Co and its competitors. For the Retail - Defensive industry, the median 5-Year Yield-on-Cost % is 3.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JM Holdings Co's current 5-Year Yield-on-Cost % is 3.25, which is 28% above median its own 10-year median of 2.53. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JM Holdings Co stock overvalued right now?
Based on GuruFocus' analysis, JM Holdings Co (TSE:3539) is currently considered Fairly Valued. The stock's GF Value™ is 円1,461.46, compared to a current price of 円1,378.00 — trading 5.7% below its estimated fair value. The current 5-Year Yield-on-Cost % is 3.25, which is 28% above median its 10-year median of 2.53 and 3% below the Retail - Defensive industry median of 3.35. JM Holdings Co's overall GF Score™ is 82/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For JM Holdings Co (TSE:3539), the current 5-Year Yield-on-Cost % is 3.25 as of Aug. 08, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is JM Holdings Co (TSE:3539) Overvalued in 2026?

Based on GuruFocus' analysis, JM Holdings Co stock appears to be undervalued. The current stock price of 円1,378.00 is trading 5.7% below its estimated GF Value™ of 円1,461.46. GuruFocus considers JM Holdings Co to be Fairly Valued.

Key valuation signals for TSE:3539:

  • 5-Year Yield-on-Cost %: 3.25 (28% above median its 10-year median of 2.53)
  • GF Value™: 円1,461.46 vs. price of 円1,378.00 (5.7% below fair value)
  • GF Score™: 82/100 with 2 warning signs
  • Industry Position: 3% below the Retail - Defensive median (#109 of 199)

No single metric tells the full story. See the TSE:3539 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


JM Holdings Co Business Description

Address Tsuchiura-shi wholesale Town 2-3, 30 Ibaraki prefecture, Ibaraki, JPN, 300-0847
JM Holdings Co Ltd operates food supermarkets that retail meat products, fresh vegetables, fishes and other daily food products. The company also manages beef barbecue restaurants. It offers meat products, including meat processed goods, and frozen and refrigerated processed products, as well as meat of cow, chicken, and ham, as well as pork; food products comprising seasonings, processed foods, rice, bread, sake, noodles, eggs, dairy products; and vegetables, fruits, vegetables and fruits processed products, fresh juices, and cakes. It also provides fish products, sushi, dried fish, seaweed, shellfish, crustaceans, marine processing; and prepared foods, including lunch and fried foods, and tonkatsu, as well as salads, boiled foods, pottery, steamed foods.
82GF Score

Get the complete analysis for TSE:3539

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円1,378.00
Price
円1,461.46
GF Value