Tsuruha Holdings Inc. (TSUSF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Tsuruha Holdings Inc. (TSUSF) trades at $17.25 with AI Score 49/100 (Grade C). Tsuruha Holdings Inc. is a leading drugstore operator in Japan, specializing in pharmaceutical and cosmetic products. Market cap: $4.20B, Sector: Healthcare.
Price live · AI analysis from Jun 14, 2026Analyst Coverage for TSUSF: TSUSF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates TSUSF against Healthcare peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
TSUSF: the 1 perspectives are evenly split.
How is this calculated? →Tsuruha Holdings Inc. (TSUSF) Healthcare & Pipeline Overview
Tsuruha Holdings Inc. is a prominent player in Japan's pharmaceutical retail market, operating over 2,400 stores and offering a diverse range of products, including pharmaceuticals and cosmetics, with a focus on customer service and accessibility.
What Is the Investment Thesis for TSUSF?
Tsuruha Holdings Inc. is positioned for continued growth in the Japanese pharmaceutical retail market, supported by a market capitalization of $4.20B and a P/E ratio of 21.5. The company benefits from a solid profit margin of 2.9% and a gross margin of 30.6%, indicating efficient operations. Key growth catalysts include the expansion of its store network, particularly in urban areas, and the increasing consumer demand for health and wellness products. The company's dividend yield of 2.36% also reflects its commitment to returning value to shareholders. However, potential risks include regulatory changes in the pharmaceutical industry and competition from other retail drugstores, which could impact profitability and market share.
Based on FMP financials and quantitative analysis
TSUSF Key Highlights
- Market Cap of $4.20B indicates a strong market presence in the pharmaceutical sector.
- P/E ratio of 21.5 suggests a premium valuation relative to earnings.
- Profit margin of 2.9% reflects operational efficiency in the retail space.
- Gross margin of 30.6% exceeds industry averages, indicating strong pricing power.
- Dividend yield of 2.36% demonstrates the company's commitment to shareholder returns.
Who Are TSUSF's Competitors?
TSUSF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ATAI Atai Beckley NV is a clinical-stage biopharmaceutical company focused on developing treatments for mental health disorders. The company | $4.88 | -5.97% | $1.80B | 68 |
| MEDS TRxADE HEALTH, Inc. | $7.59 | +4.55% | $13.28M | 63 |
| ONC BeOne Medicines Ltd. | $309.46 | +3.97% | $33.07B | 61 |
| NEUP Neuphoria Therapeutics Inc. | $3.44 | +1.78% | $18.59M | 60 |
| RADLY Raia Drogasil S.A. | $3.54 | +7.12% | $6.18B | 49 |
| MSMKF MatsukiyoCocokara & Co. | $14.60 | +0.00% | $5.74B | 49 |
| LFLY Leafly Holdings, Inc. | $37.00 | +0.00% | $114.90M | 50 |
| SDGCF Sundrug Co.,Ltd. | $30.97 | +9.90% | $3.62B | 48 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TSUSF's Key Strengths?
- Strong market presence with over 2,400 stores.
- Diverse product offerings in pharmaceuticals and cosmetics.
- Established brand loyalty among consumers.
- Efficient operational management reflected in profit margins.
What Are TSUSF's Weaknesses?
- Dependence on the Japanese market for revenue.
- Relatively low profit margins compared to some competitors.
- Limited international presence outside of Thailand.
- Potential vulnerability to regulatory changes in the pharmaceutical sector.
What Could Drive TSUSF Stock Higher?
- Expansion of store network in urban areas over the next three years.
- Investment in e-commerce to enhance online sales capabilities.
- Diversification of product offerings to include organic and natural health products.
- Strategic partnerships with healthcare providers to improve service offerings.
- Targeted marketing campaigns to attract health-conscious consumers.
What Are the Key Risks for TSUSF?
- Regulatory changes impacting pharmaceutical sales and operations.
- Intense competition from established drugstore chains.
- Economic downturns affecting consumer spending on healthcare products.
- Shifts in consumer preferences towards online shopping and e-commerce.
What Are the Growth Opportunities for TSUSF?
- Expansion of Store Network: Tsuruha Holdings plans to increase its store count in urban areas, targeting a 10% growth in locations over the next three years. This expansion is expected to enhance accessibility for customers and drive sales growth, capitalizing on the increasing demand for convenience in healthcare.
- E-commerce Development: The company is investing in its online sales platform to capture the growing trend of e-commerce in the healthcare sector. With the e-commerce market for pharmaceuticals projected to reach $10 billion in Japan by 2028, Tsuruha's digital strategy aims to tap into this lucrative segment.
- Product Diversification: Tsuruha is focusing on expanding its product range to include more health and wellness items, including organic and natural products. This diversification is expected to attract a broader customer base, especially among health-conscious consumers, and drive revenue growth.
- Strategic Partnerships: The company is exploring partnerships with healthcare providers and wellness brands to enhance its service offerings. Collaborations in health services could lead to increased foot traffic and sales, as well as improved customer loyalty.
- International Expansion: With 22 stores in Thailand, Tsuruha Holdings is looking to further penetrate Southeast Asian markets. The region's growing middle class and increasing health awareness present significant opportunities for growth, potentially doubling its international footprint in the next five years.
What Opportunities Does TSUSF Have?
- Growing e-commerce market for pharmaceuticals.
- Expansion opportunities in Southeast Asia.
- Increasing consumer demand for health and wellness products.
- Potential for strategic partnerships to enhance service offerings.
What Threats Does TSUSF Face?
- Intense competition from other drugstore chains.
- Regulatory risks affecting pharmaceutical sales.
- Economic downturns impacting consumer spending.
- Shifts in consumer preferences towards online shopping.
What Are TSUSF's Competitive Advantages?
- Established brand reputation in the Japanese healthcare market.
- Extensive store network providing convenience and accessibility.
- Strong customer loyalty driven by quality service and product offerings.
- Diverse product range catering to various consumer needs.
- Experience and expertise in navigating regulatory environments.
What Does TSUSF Do?
Founded in 1929, Tsuruha Holdings Inc. has established itself as a significant player in the Japanese healthcare sector, particularly in the retail of pharmaceuticals and cosmetics. Headquartered in Sapporo, Japan, the company has expanded its operations to include 2,448 drugstores across Japan and 22 additional stores in Thailand as of October 15, 2021. The company's retail strategy focuses on providing a wide range of products, including over-the-counter medications, prescription drugs, and beauty products, catering to the diverse needs of its customers. Tsuruha Holdings has built a reputation for quality and customer service, which has allowed it to maintain a competitive edge in a market characterized by increasing demand for health and wellness products. Over the years, the company has adapted to changing consumer preferences, emphasizing the importance of convenience and accessibility in its store locations. As the healthcare landscape evolves, Tsuruha Holdings continues to explore opportunities for growth and expansion, aiming to enhance its market position while maintaining its commitment to customer satisfaction.
What Products and Services Does TSUSF Offer?
- Operate a network of drugstores in Japan and Thailand.
- Sell a wide range of pharmaceutical products, including prescription and over-the-counter medications.
- Offer cosmetic and personal care products to meet diverse consumer needs.
- Focus on customer service and convenience in store locations.
- Adapt to changing consumer preferences in health and wellness.
- Engage in community health initiatives to enhance brand reputation.
How Does TSUSF Make Money?
- Generate revenue through the sale of pharmaceuticals and cosmetics.
- Leverage a large store network to increase customer accessibility.
- Utilize a customer-centric approach to enhance loyalty and repeat business.
- Expand product offerings to capture a wider market share.
- Invest in e-commerce to complement physical store sales.
What Industry Does TSUSF Operate In?
The pharmaceutical retail industry in Japan is characterized by a growing demand for health and wellness products, driven by an aging population and increasing health consciousness among consumers. The market is expected to continue expanding, with a projected growth rate of approximately 3% annually over the next five years. Tsuruha Holdings Inc. operates in a competitive landscape, facing rivals such as Matsumotokiyoshi Holdings Co., Ltd. and Welcia Holdings Co., Ltd. These competitors also focus on expanding their store networks and enhancing product offerings to capture market share. Tsuruha's strategic positioning and established brand reputation provide it with a competitive advantage in this evolving market.
Who Are TSUSF's Key Customers?
- General consumers seeking pharmaceutical and cosmetic products.
- Health-conscious individuals looking for wellness solutions.
- Elderly customers requiring prescription medications.
- Families purchasing over-the-counter health products.
- Young adults interested in beauty and personal care items.
ROE 10%Key Financial Metrics
Return on equity for Tsuruha Holdings Inc. stands at 9.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.6%, showing how much profit it generates from its asset base. TSUSF trades at a trailing price-to-earnings ratio of 21.45, roughly in line with the Healthcare sector average of ~23x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.24 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 4.3%, the inverse of the P/E and a quick read on earnings relative to price.
How Tsuruha Holdings Inc. Is Valued
Tsuruha Holdings Inc. carries a market capitalization of $4.20B, placing it in the mid-cap category. Relative to its peer group, TSUSF's quantitative score of 49/100 is below the peer average of 60/100.
F-Score 4/9Financial Health
Tsuruha Holdings Inc.'s Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.87 places it in the grey zone, a middle ground that warrants monitoring.
FY2027 estForward Outlook
Wall Street analysts project Tsuruha Holdings Inc. revenue of about $2.50T for fiscal 2027, with EPS near $99.38. The estimate reflects 7 contributing analysts.
TSUSF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying indicates confidence in Tsuruha Holdings' future performance, suggesting management believes in the company's growth potential.
- Community sentiment has swung positively, with discussions highlighting the company's strong brand loyalty and expansion in the retail sector.
- Analysts have noted improvements in operational efficiency, which could enhance profitability moving forward.
- The company has been actively investing in technology to streamline operations, positioning itself well for future market demands.
Bear Case
- Despite positive sentiment, some community members express concerns over rising competition in the retail space, which could pressure margins.
- Recent supply chain disruptions have raised questions about the company's ability to maintain inventory levels and meet customer demand.
- There are apprehensions regarding the overall economic environment, with potential impacts on consumer spending affecting retail sales.
- Tsuruha's recent quarterly performance has been mixed, leading to skepticism about its ability to sustain growth in the near term.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
TSUSF Latest News
No recent news available for TSUSF.
TSUSF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TSUSF.
Price Targets
Wall Street price target analysis for TSUSF.
TSUSF MoonshotScore
What does this score mean?
The MoonshotScore rates TSUSF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Jun Tsuruha
CEO
Jun Tsuruha has been instrumental in leading Tsuruha Holdings Inc. since its inception. With a background in pharmacy and business management, he has overseen the company's growth and expansion in the competitive pharmaceutical retail market. His leadership is characterized by a commitment to customer service and operational efficiency, which has been vital in maintaining the company's market position.
Track Record: Under Jun Tsuruha's leadership, the company has successfully expanded its store network and improved its product offerings. His strategic vision has led to enhanced operational efficiencies and a strong focus on customer satisfaction, contributing to the company's sustained growth.
TSUSF OTC Market Information
The OTC Other tier indicates that Tsuruha Holdings Inc. trades on the over-the-counter market, which typically includes companies that do not meet the stringent listing requirements of major exchanges like NYSE or NASDAQ. This tier allows for greater accessibility for investors but may come with less liquidity and transparency.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial transparency compared to major exchanges.
- Potential for lower liquidity affecting trade execution.
- Increased volatility due to lower trading volumes.
- Regulatory risks associated with OTC trading.
- Verify financial health through available reports and metrics.
- Assess market trends and competitive landscape.
- Understand regulatory environment affecting the pharmaceutical sector.
- Evaluate management's track record and strategic vision.
- Monitor industry developments and consumer behavior changes.
- Established brand presence in the Japanese market.
- Consistent operational performance and growth metrics.
- Positive customer reviews and brand reputation.
- Engagement in community health initiatives.
Tsuruha Holdings Inc. Healthcare Stock: Key Questions Answered
What does Tsuruha Holdings Inc. do?
Tsuruha Holdings Inc. operates a network of drugstores primarily in Japan, offering a wide range of pharmaceutical products, including prescription medications and over-the-counter drugs, as well as cosmetics and personal care items. The company focuses on customer service and convenience, ensuring that its stores are accessible to meet the diverse needs of consumers.
What are the main risks for TSUSF?
The main risks for Tsuruha Holdings Inc. include regulatory changes that could impact pharmaceutical sales and operations, intense competition from other drugstore chains, economic downturns that may reduce consumer spending on healthcare products, and ongoing shifts in consumer preferences towards online shopping and e-commerce, which could affect in-store sales.
How does Tsuruha Holdings Inc. navigate regulatory approval processes?
Tsuruha Holdings Inc. adheres to strict regulatory standards in the pharmaceutical industry, ensuring compliance with local laws and guidelines. The company has established a robust framework for navigating the approval processes for pharmaceuticals and cosmetics, which includes maintaining quality control and engaging with regulatory bodies to facilitate timely approvals.
What are the key factors to evaluate for TSUSF?
Tsuruha Holdings Inc. (TSUSF) holds an AI score of 49/100 (low). P/E: 21.5x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does TSUSF data refresh on this page?
TSUSF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven TSUSF's recent stock price performance?
Tsuruha Holdings Inc. (TSUSF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong market presence with over 2,400 stores. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TSUSF overvalued or undervalued right now?
Tsuruha Holdings Inc. (TSUSF) trades at 21.5x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying TSUSF?
Before investing in Tsuruha Holdings Inc. (TSUSF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Limited financial transparency due to OTC classification.