Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. Full Time Audit & Supervisory Board Member Hajime Sasaki was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥158 (vs JP¥143 in FY 2025) Full year 2026 results: EPS: JP¥158 (up from JP¥143 in FY 2025). Revenue: JP¥276.9b (up 8.8% from FY 2025). Net income: JP¥28.5b (up 7.1% from FY 2025). Profit margin: 10% (in line with FY 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Annuncio • May 15
Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2026 Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2026. Annuncio • May 09
Marui Group Co., Ltd. to Report Q4, 2026 Results on May 15, 2026 Marui Group Co., Ltd. announced that they will report Q4, 2026 results on May 15, 2026 Annuncio • Dec 26
Marui Group Co., Ltd. to Report Nine Months, 2026 Results on Feb 10, 2026 Marui Group Co., Ltd. announced that they will report nine months, 2026 results on Feb 10, 2026 Annuncio • Nov 11
Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 10,000,000 shares, representing 5.55% for ¥20,000 million. Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 5.55% of its issued share capital, for ¥20,000 million. The purpose of the program is to enhance capital efficiency and shareholder value while comprehensively taking into account factors such as the optimal capital structure, financial position, stock price level. The program is valid till May 15, 2026. As of April 30, 2025, the company had 180,271,540 outstanding shares (excluding treasury stock) and 3,388,877 treasury shares. Annuncio • Sep 23
Marui Group Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025 Marui Group Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025 Annuncio • Jun 13
Marui Group Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025 Marui Group Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025 Annuncio • May 14
Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 10,000,000 shares, representing 5.57% for ¥20,000 million. Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 5.57% of its issued share capital, for ¥20,000 million. The purpose of the program is to flexibly repurchase treasury stock while considering the optimal capital structure, financial position, and stock price levels. The program is valid till November 15, 2025. As of April 30, 2025, the company had 179,493,697 outstanding shares (excluding treasury stock) and 29,166,720 treasury shares. Annuncio • May 13
Marui Group Co., Ltd., Annual General Meeting, Jun 25, 2025 Marui Group Co., Ltd., Annual General Meeting, Jun 25, 2025. Annuncio • Mar 19
Marui Group Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025 Marui Group Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025 Annuncio • Dec 29
Marui Group Co., Ltd. to Report Nine Months, 2025 Results on Feb 13, 2025 Marui Group Co., Ltd. announced that they will report nine months, 2025 results on Feb 13, 2025 Reported Earnings • Nov 14
Second quarter 2025 earnings released: EPS: JP¥31.75 (vs JP¥37.70 in 2Q 2024) Second quarter 2025 results: EPS: JP¥31.75 (down from JP¥37.70 in 2Q 2024). Revenue: JP¥64.2b (up 9.6% from 2Q 2024). Net income: JP¥5.94b (down 17% from 2Q 2024). Profit margin: 9.3% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Annuncio • Nov 12
Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 11,000,000 shares, representing 5.88% for ¥20,000 million. Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 5.88% of its issued share capital, for ¥20,000 million. The purpose of the program is to buy back its own shares in a flexible manner while comprehensively taking into account its financial condition and stock price level, etc. The program is valid till May 15, 2025. As of October 31, 2024, the company had 186,998,687 outstanding shares (excluding treasury stock) and 21,661,730 treasury shares. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥53.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.3%). Annuncio • Sep 10
Marui Group Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024 Marui Group Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024 Reported Earnings • Aug 08
First quarter 2025 earnings released: EPS: JP¥33.06 (vs JP¥22.91 in 1Q 2024) First quarter 2025 results: EPS: JP¥33.06 (up from JP¥22.91 in 1Q 2024). Revenue: JP¥59.7b (up 12% from 1Q 2024). Net income: JP¥6.21b (up 43% from 1Q 2024). Profit margin: 10% (up from 8.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Jul 31
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 2.8% to €14.70. The fair value is estimated to be €12.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period. Declared Dividend • Jul 11
Final dividend of JP¥53.00 announced Shareholders will receive a dividend of JP¥53.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 398%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 28
Full year 2024 earnings released: EPS: JP¥131 (vs JP¥109 in FY 2023) Full year 2024 results: EPS: JP¥131 (up from JP¥109 in FY 2023). Revenue: JP¥235.2b (up 8.0% from FY 2023). Net income: JP¥24.7b (up 15% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Annuncio • Jun 10
Marui Group Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024 Marui Group Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024 Reported Earnings • May 16
Full year 2024 earnings released: EPS: JP¥131 (vs JP¥109 in FY 2023) Full year 2024 results: EPS: JP¥131 (up from JP¥109 in FY 2023). Revenue: JP¥235.2b (up 8.0% from FY 2023). Net income: JP¥24.7b (up 15% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Annuncio • May 16
Marui Group Co., Ltd., Annual General Meeting, Jun 24, 2024 Marui Group Co., Ltd., Annual General Meeting, Jun 24, 2024. Annuncio • May 15
Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 11,000,000 shares, representing 5.86% for ¥20,000 million. Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 5.86% of its total shares outstanding excluding treasury shares, for a total of ¥20,000 million. The program is being conducted under the policy of lowering the capital adequacy ratio and to eliminate surplus capital in the retail segment. The repurchase program is valid till September 30, 2024. As of April 30, 2024, the company had 187,845,280 shares outstanding (excluding treasury shares) and had 20,815,137 shares in treasury. Buy Or Sell Opportunity • Apr 19
Now 21% overvalued Over the last 90 days, the stock has fallen 7.2% to €14.20. The fair value is estimated to be €11.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥51.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.1%). Annuncio • Mar 02
Marui Group Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024 Marui Group Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024 Reported Earnings • Feb 11
Third quarter 2024 earnings released: EPS: JP¥32.63 (vs JP¥25.94 in 3Q 2023) Third quarter 2024 results: EPS: JP¥32.63 (up from JP¥25.94 in 3Q 2023). Revenue: JP¥58.4b (up 9.7% from 3Q 2023). Net income: JP¥6.15b (up 21% from 3Q 2023). Profit margin: 11% (up from 9.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Annuncio • Dec 28
Marui Group Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024 Marui Group Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024 Reported Earnings • Nov 19
Second quarter 2024 earnings released: EPS: JP¥37.70 (vs JP¥47.97 in 2Q 2023) Second quarter 2024 results: EPS: JP¥37.70 (down from JP¥47.97 in 2Q 2023). Revenue: JP¥58.6b (up 1.3% from 2Q 2023). Net income: JP¥7.14b (down 25% from 2Q 2023). Profit margin: 12% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥50.00 per share at 4.0% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.1%). Annuncio • Aug 31
Marui Group Co., Ltd. to Report Q2, 2024 Results on Nov 14, 2023 Marui Group Co., Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023 Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: JP¥22.91 (vs JP¥19.20 in 1Q 2023) First quarter 2024 results: EPS: JP¥22.91 (up from JP¥19.20 in 1Q 2023). Revenue: JP¥53.5b (up 4.8% from 1Q 2023). Net income: JP¥4.34b (up 13% from 1Q 2023). Profit margin: 8.1% (up from 7.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Annuncio • Jun 21
Marui Group Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023 Marui Group Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023 Reported Earnings • May 10
Full year 2023 earnings released: EPS: JP¥109 (vs JP¥85.81 in FY 2022) Full year 2023 results: EPS: JP¥109 (up from JP¥85.81 in FY 2022). Revenue: JP¥217.9b (up 4.1% from FY 2022). Net income: JP¥21.5b (up 21% from FY 2022). Profit margin: 9.9% (up from 8.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year. Annuncio • May 10
Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 22,000,000 shares, representing 11.62% for ¥40,000 million. Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 22,000,000 shares, representing 11.62% of its total shares outstanding excluding treasury shares, for a total of ¥40,000 million. The program is being conducted under the policy of lowering the capital adequacy ratio and to redistribute surplus capital in the retail segment. The repurchase program is valid till March 31, 2024. As of April 30, 2023, the company had 189,346,456 shares outstanding (excluding treasury shares) and had 19,313,961 shares in treasury. Annuncio • May 09
Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2023 Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥30.00 per share at 2.9% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.6%). Reported Earnings • Feb 10
Third quarter 2023 earnings released: EPS: JP¥25.94 (vs JP¥19.52 in 3Q 2022) Third quarter 2023 results: EPS: JP¥25.94 (up from JP¥19.52 in 3Q 2022). Revenue: JP¥53.2b (up 2.3% from 3Q 2022). Net income: JP¥5.06b (up 26% from 3Q 2022). Profit margin: 9.5% (up from 7.7% in 3Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year. Annuncio • Dec 15
Marui Group Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023 Marui Group Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥47.97 (vs JP¥42.50 in 2Q 2022) Second quarter 2023 results: EPS: JP¥47.97 (up from JP¥42.50 in 2Q 2022). Revenue: JP¥57.9b (up 3.5% from 2Q 2022). Net income: JP¥9.57b (up 7.6% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Board Change • Nov 16
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. 2 highly experienced directors. President, CEO, Group Representative Executive Officer & Representative Director Hiroshi Aoi is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Annuncio • Nov 12
Marui Group Co., Ltd. Announces Guidance for the Second Quarter End Of Fiscal Year Ending March 31, 2023, Payable on December 15, 2022; Provides Earnings Guidance for the Year Ending 2023 Marui Group Co., Ltd. announced guidance for the second quarter end Of fiscal year ending March 31, 2023. For the period, the company announced dividend of JPY 29.00 per share against JPY 26.00 per share paid a year ago. Dividend payable date (as planned) is December 15, 2022. For the year, the company expects dividend of JPY 30.00 per share against JPY 26.00 per share paid a year ago. Annuncio • Nov 11
Marui Group Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year March 31, 2023 Marui Group Co., Ltd. provided consolidated earnings guidance for the fiscal year March 31, 2023. For the period, the company expects Revenue to be JPY 222,000 million, Operating profit to be JPY 41,000 million, Profit attributable to owners of parent to be JPY 21,500 million, Basic earnings per share to be JPY 109.25. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥29.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.1%). Annuncio • Sep 10
Marui Group Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022 Marui Group Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022 Reported Earnings • Aug 07
First quarter 2023 earnings released: EPS: JP¥19.20 (vs JP¥15.59 in 1Q 2022) First quarter 2023 results: EPS: JP¥19.20 (up from JP¥15.59 in 1Q 2022). Revenue: JP¥51.1b (up 5.1% from 1Q 2022). Net income: JP¥3.84b (up 15% from 1Q 2022). Profit margin: 7.5% (up from 6.9% in 1Q 2022). Over the next year, revenue is forecast to grow 7.8%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Annuncio • Jun 29
Marui Group Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022 Marui Group Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022 Reported Earnings • May 17
Full year 2022 earnings released: EPS: JP¥85.81 (vs JP¥10.85 in FY 2021) Full year 2022 results: EPS: JP¥85.81 (up from JP¥10.85 in FY 2021). Revenue: JP¥209.3b (down 5.2% from FY 2021). Net income: JP¥17.8b (up JP¥15.5b from FY 2021). Profit margin: 8.5% (up from 1.1% in FY 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 77% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Annuncio • May 12
Marui Group Co., Ltd., Annual General Meeting, Jun 28, 2022 Marui Group Co., Ltd., Annual General Meeting, Jun 28, 2022. Board Change • Apr 27
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. 2 highly experienced directors. President, CEO, Group Representative Executive Officer & Representative Director Hiroshi Aoi is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Annuncio • Apr 08
Marui Group Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022 Marui Group Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥26.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (2.1%). Reported Earnings • Feb 04
Third quarter 2022 earnings: EPS in line with expectations, revenues disappoint Third quarter 2022 results: EPS: JP¥19.52 (down from JP¥23.22 in 3Q 2021). Revenue: JP¥52.0b (down 5.8% from 3Q 2021). Net income: JP¥4.01b (down 20% from 3Q 2021). Profit margin: 7.7% (down from 9.0% in 3Q 2021). Revenue missed analyst estimates by 7.8%. Over the next year, revenue is forecast to grow 8.7%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Reported Earnings • Nov 12
Second quarter 2022 earnings released: EPS JP¥42.50 (vs JP¥34.31 in 2Q 2021) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥55.9b (down 12% from 2Q 2021). Net income: JP¥8.90b (up 21% from 2Q 2021). Profit margin: 16% (up from 12% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥26.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.8%). Reported Earnings • Aug 06
First quarter 2022 earnings released: EPS JP¥15.59 (vs JP¥7.30 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥48.6b (up 5.4% from 1Q 2021). Net income: JP¥3.33b (up 113% from 1Q 2021). Profit margin: 6.9% (up from 3.4% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Reported Earnings • May 14
Full year 2021 earnings released: EPS JP¥10.85 (vs JP¥118 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥220.8b (down 11% from FY 2020). Net income: JP¥2.33b (down 91% from FY 2020). Profit margin: 1.1% (down from 10% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Annuncio • May 13
Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 18,000,000 shares, representing 8.4% for ¥30,000 million. Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase 18,000,000 shares, representing 8.4% of its issued share capital for total worth of ¥30,000 million. The purpose of the program is to improve corporate value. The program is valid till March 31, 2022. As of April 30, 2021, the company had 214,411,138 shares outstanding and 9,249,279 shares in treasury. Upcoming Dividend • Mar 23
Upcoming Dividend of JP¥26.00 Per Share Will be paid on the 30th of June to those who are registered shareholders by the 30th of March. The trailing yield of 2.2% is below the top quartile of German dividend payers (3.3%), but it is higher than industry peers (1.8%). Is New 90 Day High Low • Mar 16
New 90-day high: €16.50 The company is up 11% from a price of €14.90 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Lagged the Multiline Retail industry, which is up 12% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €7.15 per share. Analyst Estimate Surprise Post Earnings • Feb 11
Revenue misses expectations Revenue missed analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 5.2%, compared to a 8.3% growth forecast for the Multiline Retail industry in Germany. Reported Earnings • Feb 11
Third quarter 2021 earnings released: EPS JP¥23.22 (vs JP¥27.49 in 3Q 2020) The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥55.2b (down 9.5% from 3Q 2020). Net income: JP¥4.98b (down 16% from 3Q 2020). Profit margin: 9.0% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year. Is New 90 Day High Low • Jan 06
New 90-day low: €13.30 The company is down 19% from its price of €16.40 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.51 per share. Annuncio • Dec 19
Marui Group Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021 Marui Group Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021 Is New 90 Day High Low • Dec 09
New 90-day low: €14.70 The company is down 2.0% from its price of €15.00 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.39 per share. Reported Earnings • Nov 14
Second quarter 2021 earnings released: EPS JP¥34.31 The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥63.2b (down 7.1% from 2Q 2020). Net income: JP¥7.36b (down 12% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year. Analyst Estimate Surprise Post Earnings • Nov 14
Revenue beats expectations Revenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 1.7%, compared to a 7.1% growth forecast for the Multiline Retail industry in Germany. Is New 90 Day High Low • Nov 12
New 90-day high: €17.00 The company is up 21% from its price of €14.00 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.28 per share. Annuncio • Oct 10
Marui Group Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020 Marui Group Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020 Is New 90 Day High Low • Sep 28
New 90-day high: €16.20 The company is up 3.0% from its price of €15.70 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Multiline Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.38 per share.