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3092: Dividend Stability And Stock Split Are Expected To Support Fair Value

3092: Dividend Adjustments And Stock Split Will Shape Near-Term Performance

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3092
AnalystConsensusTarget
Not Invested
Published 25 Nov 2024

Update shared on 29 Nov 2025

Fair value Decreased 0.31%
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AnalystConsensusTarget's Fair Value
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1Y
-17.9%
7D
3.5%

Analysts have slightly reduced their price target for ZOZO from ¥1,441.88 to ¥1,437.47, citing modest adjustments in growth forecasts and profitability metrics.

What's in the News

  • ZOZO, Inc. announced a dividend of JPY 19 per share for the second quarter ended September 30, 2025, following a three-for-one stock split of common stock. (Key Developments)
  • The announced dividend compares to JPY 53 per share a year ago, reflecting the impact of the stock split. (Key Developments)
  • The dividend is scheduled to be payable on November 25, 2025. (Key Developments)
  • For the fiscal year ending March 31, 2026, ZOZO forecasts a year-end dividend of JPY 20 per share, compared to JPY 54 per share a year ago. These figures reflect the effects of the stock split. (Key Developments)

Valuation Changes

  • Fair Value Estimate: Decreased slightly from ¥1,441.88 to ¥1,437.47, reflecting a minor downward revision.
  • Discount Rate: Increased marginally from 6.21% to 6.27%, which signals a modest shift in perceived risk or cost of capital.
  • Revenue Growth: Edged up from 6.30% to 6.32%, which indicates a small upward adjustment in forecasted sales expansion.
  • Net Profit Margin: Declined fractionally from 22.20% to 22.16%, suggesting a slight reduction in projected profitability.
  • Future P/E Ratio: Decreased a touch from 25.55x to 25.54x, which points to minimal changes in earnings expectations relative to price.

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Disclaimer

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