Shiseido Company

Global Cost Reforms And E-commerce Expansion Will Empower Premium Skincare

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

05 Jan 25

Updated

06 Dec 25

Views

42

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-15.8%

7D

2.7%

Loading

1Y

-15.8%

7D

2.7%

You can edit this narrative until Dec 7 9:05 PM. Then, changes will post as Updates.

Author's Valuation

JP¥2.55k8.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

Fair value Decreased 2.04%

4911: Outlook Will Balance Impairment Loss Risks With Modest Margin Improvements

Analysts have slightly lowered their price target for Shiseido Company from ¥2,604 to approximately ¥2,551, as modestly softer expectations for long term revenue growth and valuation multiples more than offset a small improvement in projected profit margins. What's in the News Shiseido recognized a goodwill impairment loss of ¥46.8 billion in its consolidated results for the third quarter of fiscal 2025, reflecting weaker performance in certain businesses (company disclosure).

Shared on 28 Aug 25

Fair value Increased 0.36%

Shiseido Company's fair value assessment remains stable as both its future P/E and discount rate saw only marginal changes, resulting in an unchanged consensus analyst price target of ¥2595. Valuation Changes Summary of Valuation Changes for Shiseido Company The Consensus Analyst Price Target remained effectively unchanged, at ¥2595.

Shared on 01 May 25

Fair value Decreased 5.32%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 9.04%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

AnalystConsensusTarget Fair Value

JP¥2.55k

8.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

3.18%

Personal Products revenue growth rate

0.13%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.07%

Calculation

JP¥51.56b

Earnings '28

x

23.58x

PE Ratio '28

=

JP¥1.22t

Market Cap '28

JP¥1.22t

Market Cap '28

/

399.83m

No. shares '28

=

JP¥3.04k

Share Price '28

JP¥3.04k Share Price '28

Discounted to 2025 @ 6.10% p.a.

=

JP¥2.55k

Fair Value '25