New Risk • 54m
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.2% Last year net profit margin: 1.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Reported Earnings • 54m
First quarter 2027 earnings released: EPS: JP¥34.50 (vs JP¥50.15 in 1Q 2026) First quarter 2027 results: EPS: JP¥34.50 (down from JP¥50.15 in 1Q 2026). Revenue: JP¥72.3b (up 3.5% from 1Q 2026). Net income: JP¥3.03b (down 31% from 1Q 2026). Profit margin: 4.2% (down from 6.3% in 1Q 2026). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Anuncio • Jul 01
TORIDOLL Holdings Corporation to Report Q1, 2027 Results on Aug 14, 2026 TORIDOLL Holdings Corporation announced that they will report Q1, 2027 results on Aug 14, 2026 Buy Or Sell Opportunity • Jun 15
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to JP¥3,740. The fair value is estimated to be JP¥4,726, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 2.6%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 39% per annum over the same time period. Price Target Changed • Jun 02
Price target decreased by 9.8% to JP¥3,967 Down from JP¥4,400, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥3,831. Stock is down 7.0% over the past year. The company is forecast to post earnings per share of JP¥84.57 for next year compared to JP¥26.34 last year. Major Estimate Revision • May 22
Consensus EPS estimates fall by 26% The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥295.0b to JP¥287.9b. EPS estimate also fell from JP¥108 per share to JP¥79.75 per share. Net income forecast to grow 285% next year vs 11% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,300. Share price rose 2.6% to JP¥3,854 over the past week. Reported Earnings • May 20
Full year 2026 earnings: EPS misses analyst expectations Full year 2026 results: EPS: JP¥26.34 (up from JP¥16.95 in FY 2025). Revenue: JP¥278.7b (up 3.9% from FY 2025). Net income: JP¥2.31b (up 56% from FY 2025). Profit margin: 0.8% (up from 0.6% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 71%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Anuncio • May 15
TORIDOLL Holdings Corporation, Annual General Meeting, Jun 26, 2026 TORIDOLL Holdings Corporation, Annual General Meeting, Jun 26, 2026. Anuncio • Apr 09
TORIDOLL Holdings Corporation to Report Q4, 2026 Results on May 15, 2026 TORIDOLL Holdings Corporation announced that they will report Q4, 2026 results on May 15, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥11.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.9%). Major Estimate Revision • Feb 21
Consensus EPS estimates fall by 11% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥78.11 to JP¥69.25 per share. Revenue forecast steady at JP¥280.7b. Net income forecast to grow 118% next year vs 17% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,300. Share price was steady at JP¥4,248 over the past week. Reported Earnings • Feb 14
Third quarter 2026 earnings released: EPS: JP¥32.84 (vs JP¥38.58 in 3Q 2025) Third quarter 2026 results: EPS: JP¥32.84 (down from JP¥38.58 in 3Q 2025). Revenue: JP¥68.7b (flat on 3Q 2025). Net income: JP¥2.88b (down 14% from 3Q 2025). Profit margin: 4.2% (down from 5.0% in 3Q 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Anuncio • Feb 14
TORIDOLL Holdings Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026 TORIDOLL Holdings Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects revenue of JPY 282,000 million, operating profit of JPY 14,600 million, Profit before tax is JPY 12,100 million, earnings per share attributable to owners of the parent (basic) of JPY 58.23. Profit for the year attributable to owners of the parent JPY 5,500 million. Price Target Changed • Dec 31
Price target increased by 8.0% to JP¥4,400 Up from JP¥4,075, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥4,238. Stock is up 8.7% over the past year. The company is forecast to post earnings per share of JP¥78.11 for next year compared to JP¥16.95 last year. Anuncio • Dec 27
TORIDOLL Holdings Corporation to Report Q3, 2026 Results on Feb 13, 2026 TORIDOLL Holdings Corporation announced that they will report Q3, 2026 results on Feb 13, 2026 Reported Earnings • Nov 18
Second quarter 2026 earnings released: EPS: JP¥17.95 (vs JP¥12.51 in 2Q 2025) Second quarter 2026 results: EPS: JP¥17.95 (up from JP¥12.51 in 2Q 2025). Revenue: JP¥71.9b (up 6.0% from 2Q 2025). Net income: JP¥1.58b (up 44% from 2Q 2025). Profit margin: 2.2% (up from 1.6% in 2Q 2025). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Declared Dividend • Nov 17
Dividend of JP¥11.00 announced Shareholders will receive a dividend of JP¥11.00. Ex-date: 30th March 2026 Payment date: 15th June 2026 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 4%. Buy Or Sell Opportunity • Oct 29
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.5% to JP¥4,346. The fair value is estimated to be JP¥5,579, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 131% in the next 2 years. Anuncio • Sep 27
TORIDOLL Holdings Corporation to Report Q2, 2026 Results on Nov 14, 2025 TORIDOLL Holdings Corporation announced that they will report Q2, 2026 results on Nov 14, 2025 Price Target Changed • Aug 21
Price target increased by 9.4% to JP¥4,075 Up from JP¥3,725, the current price target is an average from 4 analysts. New target price is 21% below last closing price of JP¥5,159. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥80.36 for next year compared to JP¥16.95 last year. Reported Earnings • Aug 15
First quarter 2026 earnings released: EPS: JP¥50.15 (vs JP¥17.34 in 1Q 2025) First quarter 2026 results: EPS: JP¥50.15 (up from JP¥17.34 in 1Q 2025). Revenue: JP¥69.9b (up 6.1% from 1Q 2025). Net income: JP¥4.39b (up 190% from 1Q 2025). Profit margin: 6.3% (up from 2.3% in 1Q 2025). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Board Change • Jul 10
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Rieko Shofu was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Jul 01
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥21.45 (down from JP¥60.69 in FY 2024). Revenue: JP¥268.2b (up 16% from FY 2024). Net income: JP¥1.87b (down 65% from FY 2024). Profit margin: 0.7% (down from 2.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 74%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Anuncio • Jun 29
TORIDOLL Holdings Corporation to Report Q1, 2026 Results on Aug 14, 2025 TORIDOLL Holdings Corporation announced that they will report Q1, 2026 results on Aug 14, 2025 Major Estimate Revision • Jun 05
Consensus EPS estimates increase by 12% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥62.90 to JP¥70.31. Revenue forecast steady at JP¥284.5b. Net income forecast to grow 329% next year vs 10% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥3,900 to JP¥3,725. Share price was steady at JP¥4,128 over the past week. Major Estimate Revision • May 22
Consensus EPS estimates fall by 29% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥290.0b to JP¥282.5b. EPS estimate also fell from JP¥89.07 per share to JP¥62.90 per share. Net income forecast to grow 220% next year vs 9.8% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥3,800 to JP¥3,900. Share price was steady at JP¥4,220 over the past week. Reported Earnings • May 20
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥21.45 (down from JP¥60.69 in FY 2024). Revenue: JP¥268.2b (up 16% from FY 2024). Net income: JP¥1.87b (down 65% from FY 2024). Profit margin: 0.7% (down from 2.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 74%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Anuncio • May 15
TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2025 TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2025. Anuncio • Mar 27
TORIDOLL Holdings Corporation to Report Fiscal Year 2025 Results on May 15, 2025 TORIDOLL Holdings Corporation announced that they will report fiscal year 2025 results on May 15, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.8%). Buy Or Sell Opportunity • Feb 17
Now 23% undervalued Over the last 90 days, the stock has risen 12% to JP¥3,910. The fair value is estimated to be JP¥5,088, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 23%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 114% in the next 2 years. Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: JP¥38.58 (vs JP¥21.44 in 3Q 2024) Third quarter 2025 results: EPS: JP¥38.58 (up from JP¥21.44 in 3Q 2024). Revenue: JP¥68.1b (up 14% from 3Q 2024). Net income: JP¥3.37b (up 80% from 3Q 2024). Profit margin: 5.0% (up from 3.1% in 3Q 2024). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Anuncio • Jan 17
TORIDOLL Holdings Corporation to Report Q3, 2025 Results on Feb 14, 2025 TORIDOLL Holdings Corporation announced that they will report Q3, 2025 results on Feb 14, 2025 Major Estimate Revision • Nov 20
Consensus EPS estimates fall by 17% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥71.03 to JP¥59.25 per share. Revenue forecast steady at JP¥264.5b. Net income forecast to grow 53% next year vs 13% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,200 to JP¥4,075. Share price fell 12% to JP¥3,511 over the past week. Declared Dividend • Nov 16
Dividend of JP¥10.00 announced Shareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 13th June 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 3%. Anuncio • Oct 11
TORIDOLL Holdings Corporation to Report Q2, 2025 Results on Nov 14, 2024 TORIDOLL Holdings Corporation announced that they will report Q2, 2025 results on Nov 14, 2024 Reported Earnings • Aug 18
First quarter 2025 earnings released: EPS: JP¥17.34 (vs JP¥29.30 in 1Q 2024) First quarter 2025 results: EPS: JP¥17.34 (down from JP¥29.30 in 1Q 2024). Revenue: JP¥65.9b (up 25% from 1Q 2024). Net income: JP¥1.51b (down 41% from 1Q 2024). Profit margin: 2.3% (down from 4.8% in 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Major Estimate Revision • Aug 15
Consensus EPS estimates fall by 12% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥84.07 to JP¥73.60 per share. Revenue forecast steady at JP¥266.2b. Net income forecast to grow 28% next year vs 16% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥4,425 unchanged from last update. Share price fell 8.2% to JP¥3,485 over the past week. Anuncio • Jul 14
TORIDOLL Holdings Corporation to Report Q1, 2025 Results on Aug 14, 2024 TORIDOLL Holdings Corporation announced that they will report Q1, 2025 results on Aug 14, 2024 Reported Earnings • May 18
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: JP¥65.13 (up from JP¥39.58 in FY 2023). Revenue: JP¥232.0b (up 23% from FY 2023). Net income: JP¥5.68b (up 65% from FY 2023). Profit margin: 2.4% (up from 1.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Anuncio • May 16
TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2024 TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2024. Anuncio • Apr 12
TORIDOLL Holdings Corporation to Report Fiscal Year 2024 Results on May 14, 2024 TORIDOLL Holdings Corporation announced that they will report fiscal year 2024 results on May 14, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥7.50 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (0.6%). Reported Earnings • Feb 16
Third quarter 2024 earnings released: EPS: JP¥22.54 (vs JP¥1.03 in 3Q 2023) Third quarter 2024 results: EPS: JP¥22.54 (up from JP¥1.03 in 3Q 2023). Revenue: JP¥59.7b (up 22% from 3Q 2023). Net income: JP¥1.97b (up JP¥1.88b from 3Q 2023). Profit margin: 3.3% (up from 0.2% in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Jan 24
Now 23% undervalued Over the last 90 days, the stock has risen 26% to JP¥4,434. The fair value is estimated to be JP¥5,793, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 127% in the next 2 years. Anuncio • Jan 17
TORIDOLL Holdings Corporation to Report Q3, 2024 Results on Feb 14, 2024 TORIDOLL Holdings Corporation announced that they will report Q3, 2024 results on Feb 14, 2024 Price Target Changed • Nov 21
Price target increased by 7.9% to JP¥4,450 Up from JP¥4,125, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥4,308. Stock is up 58% over the past year. The company is forecast to post earnings per share of JP¥67.61 for next year compared to JP¥39.58 last year. Reported Earnings • Nov 18
Second quarter 2024 earnings released: EPS: JP¥22.40 (vs JP¥8.04 in 2Q 2023) Second quarter 2024 results: EPS: JP¥22.40 (up from JP¥8.04 in 2Q 2023). Revenue: JP¥59.9b (up 25% from 2Q 2023). Net income: JP¥1.95b (up 179% from 2Q 2023). Profit margin: 3.3% (up from 1.5% in 2Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth. Major Estimate Revision • Nov 15
Consensus EPS estimates increase by 21% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥225.5b to JP¥237.9b. EPS estimate increased from JP¥58.31 to JP¥70.53 per share. Net income forecast to grow 110% next year vs 27% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥4,125 unchanged from last update. Share price rose 18% to JP¥4,280 over the past week. Buying Opportunity • Nov 04
Now 20% undervalued Over the last 90 days, the stock is up 3.3%. The fair value is estimated to be JP¥4,555, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 24% per annum over the same time period. Anuncio • Oct 28
TORIDOLL Holdings Corporation to Report Q2, 2024 Results on Nov 14, 2023 TORIDOLL Holdings Corporation announced that they will report Q2, 2024 results on Nov 14, 2023 Buying Opportunity • Oct 02
Now 21% undervalued Over the last 90 days, the stock is up 9.5%. The fair value is estimated to be JP¥4,574, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 24% per annum over the same time period. Buying Opportunity • Aug 18
Now 20% undervalued Over the last 90 days, the stock is up 28%. The fair value is estimated to be JP¥4,723, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 22% per annum over the same time period. Reported Earnings • Aug 15
First quarter 2024 earnings released: EPS: JP¥30.41 (vs JP¥40.63 in 1Q 2023) First quarter 2024 results: EPS: JP¥30.41 (down from JP¥40.63 in 1Q 2023). Revenue: JP¥52.7b (up 20% from 1Q 2023). Net income: JP¥2.65b (down 25% from 1Q 2023). Profit margin: 5.0% (down from 8.0% in 1Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth. Major Estimate Revision • Aug 15
Consensus EPS estimates fall by 12% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥46.49 to JP¥40.83 per share. Revenue forecast steady at JP¥216.3b. Net income forecast to grow 25% next year vs 15% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,200 unchanged from last update. Share price rose 11% to JP¥3,980 over the past week. Price Target Changed • May 24
Price target increased by 7.6% to JP¥3,200 Up from JP¥2,975, the current price target is an average from 4 analysts. New target price is 8.9% above last closing price of JP¥2,938. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥46.49 for next year compared to JP¥44.02 last year. Major Estimate Revision • May 23
Consensus EPS estimates fall by 11%, revenue upgraded The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥207.6b to JP¥215.2b. EPS estimate fell from JP¥52.30 to JP¥46.49 per share. Net income forecast to grow 6.2% next year vs 25% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,200 unchanged from last update. Share price was steady at JP¥2,964 over the past week. Reported Earnings • May 17
Full year 2023 earnings: EPS misses analyst expectations Full year 2023 results: EPS: JP¥44.02 (down from JP¥104 in FY 2022). Revenue: JP¥188.3b (up 23% from FY 2022). Net income: JP¥3.83b (down 57% from FY 2022). Profit margin: 2.0% (down from 5.9% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Anuncio • May 16
TORIDOLL Holdings Corporation, Annual General Meeting, Jun 29, 2023 TORIDOLL Holdings Corporation, Annual General Meeting, Jun 29, 2023. Major Estimate Revision • May 16
Consensus EPS estimates fall by 17% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥52.30 to JP¥43.40. Revenue forecast unchanged from JP¥207.6b at last update. Net income forecast to shrink 6.1% next year vs 20% growth forecast for Hospitality industry in Japan . Consensus price target of JP¥2,975 unchanged from last update. Share price was steady at JP¥2,966 over the past week. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥7.50 per share at 0.3% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.5%). Reported Earnings • Feb 16
Third quarter 2023 earnings released: EPS: JP¥2.16 (vs JP¥41.75 in 3Q 2022) Third quarter 2023 results: EPS: JP¥2.16 (down from JP¥41.75 in 3Q 2022). Revenue: JP¥48.9b (up 21% from 3Q 2022). Net income: JP¥188.0m (down 95% from 3Q 2022). Profit margin: 0.4% (down from 9.0% in 3Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Anuncio • Dec 28
TORIDOLL Holdings Corporation to Report Q3, 2023 Results on Feb 14, 2023 TORIDOLL Holdings Corporation announced that they will report Q3, 2023 results on Feb 14, 2023 Major Estimate Revision • Nov 27
Consensus forecasts updated The consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥179.4b to JP¥189.4b. EPS estimate fell from JP¥63.20 to JP¥56.62 per share. Net income forecast to shrink 36% next year vs 3.0% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price was steady at JP¥2,752 over the past week. Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥9.16 (vs JP¥26.90 in 2Q 2022) Second quarter 2023 results: EPS: JP¥9.16 (down from JP¥26.90 in 2Q 2022). Revenue: JP¥48.2b (up 23% from 2Q 2022). Net income: JP¥796.0m (down 66% from 2Q 2022). Profit margin: 1.7% (down from 5.9% in 2Q 2022). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). Senior MD, COO & Executive Director Kimihiro Tanaka was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Nov 13
Second quarter 2023 earnings released: EPS: JP¥9.16 (vs JP¥26.90 in 2Q 2022) Second quarter 2023 results: EPS: JP¥9.16 (down from JP¥26.90 in 2Q 2022). Revenue: JP¥48.2b (up 23% from 2Q 2022). Net income: JP¥796.0m (down 66% from 2Q 2022). Profit margin: 1.7% (down from 5.9% in 2Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. 
