ZOZO (3092) Resumen de Acciones
ZOZO, Inc. explota sitios web de compras en línea en Japón y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 6/6 |
| Dividendos | 4/6 |
3092 Community Fair Values
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Analyst Price Targets
Competidores de ZOZO, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | JP¥1,135.00 |
| Máximo en las últimas 52 semanas | JP¥1,588.00 |
| Mínimo de 52 semanas | JP¥974.50 |
| Beta | 0.59 |
| Cambio en 1 mes | 0.84% |
| Variación en 3 meses | 6.57% |
| Cambio de 1 año | -27.27% |
| Variación en 3 años | 21.63% |
| Variación en 5 años | 0.89% |
| Variación desde la OPV | 2,846.66% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 01
3092: Dividend And Share Repurchase Plans Will Support Stable Future Returns
Analysts have trimmed their fair value estimate for ZOZO to ¥1,235.65 from ¥1,359.82, citing slightly lower assumptions for revenue growth, profit margins and future P/E multiples. What's in the News ZOZO's board scheduled a meeting on May 19, 2026 to resolve director candidates for the 28th Ordinary General Meeting of Shareholders and to approve the disposal of treasury shares under restricted stock compensation, along with other business items.
Actualización de narrativa • Jun 17
3092: Share Buybacks And Dividends Will Fail To Support Overvalued Stock
Analysts have maintained their ¥880 price target for ZOZO, noting only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall valuation view. What’s in the News for ZOZO ZOZO, Inc.
Actualización de narrativa • Jun 03
3092: Dividend Stability And Higher Revenue Assumptions Will Support Future Upside
Analysts have trimmed their fair value estimate for ZOZO from about ¥1,834 to roughly ¥1,687, reflecting updated views that pair slightly lower profit margin expectations with somewhat higher projected revenue growth and a similar forward P/E profile. What's in the News A board meeting is scheduled for May 19, 2026 to consider director candidates for the 28th Ordinary General Meeting of Shareholders, the disposal of treasury shares under restricted stock compensation, and other business matters.Recent updates
Actualización de narrativa • Jul 01
3092: Dividend And Share Repurchase Plans Will Support Stable Future Returns
Analysts have trimmed their fair value estimate for ZOZO to ¥1,235.65 from ¥1,359.82, citing slightly lower assumptions for revenue growth, profit margins and future P/E multiples. What's in the News ZOZO's board scheduled a meeting on May 19, 2026 to resolve director candidates for the 28th Ordinary General Meeting of Shareholders and to approve the disposal of treasury shares under restricted stock compensation, along with other business items.Actualización de narrativa • Jun 17
3092: Share Buybacks And Dividends Will Fail To Support Overvalued Stock
Analysts have maintained their ¥880 price target for ZOZO, noting only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall valuation view. What’s in the News for ZOZO ZOZO, Inc.Actualización de narrativa • Jun 03
3092: Dividend Stability And Higher Revenue Assumptions Will Support Future Upside
Analysts have trimmed their fair value estimate for ZOZO from about ¥1,834 to roughly ¥1,687, reflecting updated views that pair slightly lower profit margin expectations with somewhat higher projected revenue growth and a similar forward P/E profile. What's in the News A board meeting is scheduled for May 19, 2026 to consider director candidates for the 28th Ordinary General Meeting of Shareholders, the disposal of treasury shares under restricted stock compensation, and other business matters.Actualización de narrativa • May 05
3092: Higher Discount Rate Will Pressure Earnings Quality Before Loan Decision
Analysts have trimmed their fair value estimate for ZOZO to a new price target of ¥880 from ¥1,009.84, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide whether to execute a loan agreement that includes financial covenants (Key Developments).Artículo de análisis • May 02
The ZOZO, Inc. (TSE:3092) Yearly Results Are Out And Analysts Have Published New Forecasts
Shareholders might have noticed that ZOZO, Inc. ( TSE:3092 ) filed its yearly result this time last week. The early...Actualización de narrativa • Apr 20
3092: Higher Profitability And Loan Covenants Will Support Future Upside
Analysts have adjusted their price target on ZOZO slightly lower to ¥1,834 from ¥1,849, citing updated assumptions for revenue growth, profit margins and future P/E, while noting that the overall valuation remains largely intact. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide on the execution of a loan agreement that includes financial covenants (Key Developments).Actualización de narrativa • Apr 06
3092: Loan Agreement Decision And Margin Stability Will Support Further Upside
Analysts have adjusted their price target on ZOZO to ¥1,359.82, keeping it unchanged overall while fine tuning assumptions such as a slightly different discount rate, a modestly revised revenue growth outlook, a small uplift in profit margin, and a minor tweak to the forward P/E multiple. What's in the News A board meeting is scheduled for February 20, 2026, to consider and decide on a loan agreement that includes financial covenants (Key Developments).Actualización de narrativa • Mar 22
3092: Higher Profitability And New Loan Covenants Will Support Future Upside
Analysts have slightly reduced their price target on ZOZO to ¥1,848.64 from ¥1,857.27, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News A board meeting is scheduled for February 20, 2026, with an agenda to consider and decide on executing a loan agreement that includes financial covenants (Key Developments).Actualización de narrativa • Mar 07
3092: Loan Agreement Plans And Margin Resilience Will Support Further Upside
Analysts have slightly reduced their fair value estimate for ZOZO from ¥1,365.71 to ¥1,359.82, reflecting modest adjustments to assumptions related to the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News ZOZO scheduled a board meeting for February 20, 2026 to consider and resolve on executing a loan agreement with financial covenants (Key Developments).Actualización de narrativa • Feb 21
3092: Higher Margin Outlook And Dividend Stability Will Support Upside Potential
Analysts now see ZOZO's fair value shifting from ¥1,437.47 to ¥1,365.71 as they factor in adjusted revenue growth expectations, a slightly higher discount rate, modestly higher profit margin assumptions, and a lower future P/E multiple. Valuation Changes Fair Value: Adjusted from ¥1,437.47 to ¥1,365.71, representing a modest move lower in the modelled estimate.Actualización de narrativa • Feb 07
3092: Higher Profitability And Lower Discount Rate Will Support Future Upside
Analysts have increased their fair value estimate for ZOZO to ¥1,857 from ¥1,852, reflecting updated views on revenue growth, profit margins, discount rate and future P/E assumptions. Valuation Changes Fair Value Estimate has been nudged up slightly from ¥1,852 to ¥1,857.Artículo de análisis • Feb 03
ZOZO, Inc. (TSE:3092) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
ZOZO, Inc. ( TSE:3092 ) shareholders are probably feeling a little disappointed, since its shares fell 7.0% to JP¥1,138...Actualización de narrativa • Jan 24
3092: Dividend Reset And Stable Assumptions Will Support Future Upside
Analysts have nudged their price target on ZOZO slightly higher to ¥1,852, citing modest tweaks to inputs such as a roughly 0.06 percentage point change in discount rate, a 0.08 percentage point adjustment to revenue growth, a marginal shift in profit margin, and a small revision to the assumed future P/E multiple. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with figures presented on a post stock split basis (Key Developments).Actualización de narrativa • Jan 09
3092: Dividend Policy And Modest Assumption Shifts Will Support Future Upside
Analysts have made a small downward adjustment to their fair value estimate for ZOZO to ¥1,852.28 from ¥1,853.41, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with amounts presented on a post stock split basis (Key Developments).Artículo de análisis • Dec 29
Here's Why ZOZO (TSE:3092) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Actualización de narrativa • Dec 15
3092: Dividend Outlook Will Support Stronger Long Term Earnings Prospects
Analysts have slightly reduced their price target on ZOZO to approximately ¥1,850 from about ¥1,990, citing a modestly higher discount rate and slightly lower margin expectations, while remaining constructive on revenue growth and longer term earnings power. What's in the News ZOZO announced a second quarter dividend of JPY 19 per share for the period ended September 30, 2025, adjusted for a three-for-one stock split completed on April 1, 2025 (company announcement) The new interim dividend compares with JPY 53 per share a year earlier, reflecting the impact of the stock split and updated capital return policy (company announcement) The dividend will be payable on November 25, 2025 to shareholders of record as of the specified date (company announcement) For the fiscal year ending March 31, 2026, ZOZO guided for a year-end dividend of JPY 20 per share, versus JPY 54 per share a year ago, on a post-split basis (company announcement) Valuation Changes The fair value estimate has fallen slightly to approximately ¥1,850 from about ¥1,990, reflecting more conservative assumptions.Actualización de narrativa • Nov 29
3092: Dividend Stability And Stock Split Are Expected To Support Fair Value
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.Artículo de análisis • Nov 22
Calculating The Fair Value Of ZOZO, Inc. (TSE:3092)
Key Insights The projected fair value for ZOZO is JP¥1,226 based on 2 Stage Free Cash Flow to Equity ZOZO's JP¥1,321...Actualización de narrativa • Nov 15
3092: Dividend Payouts And Stock Split Will Drive Shareholder Value
Analysts have slightly lowered their price target for ZOZO from ¥1,473 to ¥1,441. They cite modestly slower expected revenue growth and a marginally higher discount rate in their updated forecasts.Artículo de análisis • Nov 04
ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next
It's shaping up to be a tough period for ZOZO, Inc. ( TSE:3092 ), which a week ago released some disappointing interim...Actualización de narrativa • Nov 01
3092: Dividend Adjustments And Stock Split Will Shape Near-Term Performance
Analysts have slightly reduced their price target for ZOZO from ¥1,500 to ¥1,473.44, citing marginal adjustments to growth forecasts and profitability expectations. What's in the News ZOZO, Inc.Artículo de análisis • Sep 08
We Think ZOZO (TSE:3092) Can Manage Its Debt With Ease
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Aug 03
ZOZO, Inc. (TSE:3092) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
Last week, you might have seen that ZOZO, Inc. ( TSE:3092 ) released its first-quarter result to the market. The early...
Nueva narrativa • Nov 25
Revolutionising Retail With AI Innovation And Calculated Brand Expansion
Productivity improvements and personalized strategies may reduce costs and boost net margins significantly.Rentabilidad de los accionistas
| 3092 | JP Specialty Retail | Mercado JP | |
|---|---|---|---|
| 7D | -3.0% | 1.0% | -0.8% |
| 1Y | -27.3% | 43.3% | 40.9% |
Rentabilidad vs. Industria: Los resultados de 3092 fueron inferiores a los de la industria JP Specialty Retail, que obtuvo un rendimiento del 43.3% el año pasado.
Rentabilidad vs. Mercado: 3092 obtuvo unos resultados inferiores a los del mercado JP, que fueron del 40.9% el año pasado.
Volatilidad de los precios
| 3092 volatility | |
|---|---|
| 3092 Average Weekly Movement | 3.8% |
| Specialty Retail Industry Average Movement | 4.1% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in JP Market | 9.4% |
| 10% least volatile stocks in JP Market | 2.1% |
Precio estable de las acciones: 3092 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado JP.
Volatilidad a lo largo del tiempo: La volatilidad semanal de 3092 (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1998 | 1,894 | Kotaro Sawada | corp.zozo.com |
ZOZO, Inc. explota sitios web de compras en línea en Japón y a escala internacional. Explota ZOZOTOWN, un sitio web de compras en línea de moda; WEAR, una aplicación de moda; la plataforma Multi-Size, una nueva forma de comprar ropa en la que los usuarios seleccionan su altura y peso para comprar su talla ideal; ZOZOUSED, un sitio web de ropa de segunda mano/vintage; ZOZOFIT, un servicio de gestión corporal; ZOZOGLASS, un dispositivo de captura del tono de piel que resuelve el problema de los clientes a la hora de elegir el color de los productos cosméticos; ZOZOMAT, una herramienta de medición de pies en 3D; ZOZOSUIT, un body de medición en 3D; y PayPay mall. Además, se dedica al negocio de la publicidad.
Resumen de fundamentos de ZOZO, Inc.
| Estadísticas fundamentales de 3092 | |
|---|---|
| Capitalización bursátil | JP¥1.00t |
| Beneficios(TTM) | JP¥47.93b |
| Ingresos (TTM) | JP¥228.37b |
20.9x
Ratio precio-beneficio (PE)4.4x
Ratio precio-ventas (PS)¿Está 3092 sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de 3092 | |
|---|---|
| Ingresos | JP¥228.37b |
| Coste de los ingresos | JP¥15.37b |
| Beneficio bruto | JP¥213.00b |
| Otros gastos | JP¥165.08b |
| Beneficios | JP¥47.93b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Jul 31, 2026
| Beneficios por acción (BPA) | 54.35 |
| Margen bruto | 93.27% |
| Margen de beneficio neto | 20.99% |
| Ratio deuda/patrimonio | 18.7% |
¿Cómo se ha desempeñado 3092 a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.5%
Rentabilidad actual por dividendo72%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/22 22:03 |
| Precio de las acciones al final del día | 2026/07/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ZOZO, Inc. está cubierta por 24 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |
| Oliver James Gray Matthew | CLSA |