View ValuationMISUMI Group 将来の成長Future 基準チェック /26MISUMI Group利益と収益がそれぞれ年間12.5%と8.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.5% 14.2%なると予測されています。主要情報12.5%収益成長率14.15%EPS成長率Machinery 収益成長24.8%収益成長率8.8%将来の株主資本利益率13.50%アナリストカバレッジLow最終更新日21 May 2026今後の成長に関する最新情報お知らせ • May 08+ 2 more updatesMISUMI Group Inc. Provides Consolidated Earnings Guidance for the Six Months and Full Year Ending March 31, 2023MISUMI Group Inc. provided consolidated earnings guidance for the six months and full year ending March 31, 2023. For the six months, the company expects net sales of JPY 190,900 million, operating income of JYP 28,500 million, net income attributable to owners of parent of JPY 20,900 million and net income per share of JPY 73.51. For the year, the company expects net sales of JPY 403,500 million, operating income of JYP 57,300 million, net income attributable to owners of parent of JPY 42,000 million and net income per share of JPY 147.72.すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Figen Ulgen was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 30MISUMI Group Inc., Annual General Meeting, Jun 18, 2026MISUMI Group Inc., Annual General Meeting, Jun 18, 2026.お知らせ • Apr 22MISUMI Group Inc. to Report Fiscal Year 2026 Results on Apr 30, 2026MISUMI Group Inc. announced that they will report fiscal year 2026 results on Apr 30, 2026お知らせ • Jan 23MISUMI Group, Inc. Announces Appointment of Dave Evans as President Of MISUMI Americas, Effective January 22, 2026MISUMI Group Inc. announced that Dave Evans has been appointed President of MISUMI Americas effective January 22, 2026. Evans will lead the integration of MISUMI and Fictiv into one unified AI-powered platform across the Americas, accelerating the growth of standard and custom manufacturing solutions for the next generation of industrial innovation. Evans is the Co-Founder and CEO of Fictiv, a global leader in supply chain and manufacturing, which was acquired by MISUMI in 2025. In his expanded role, Evans will continue to oversee Fictiv while also serving as President of MISUMI Americas, ensuring tight operational and strategic alignment. Evans is widely recognized as a visionary and thought leader in digital manufacturing. At Fictiv, he helped pioneer the digital manufacturing marketplace model, building a global network of vetted manufacturing partners and launching cloud-based tools that dramatically reduced the complexity of sourcing custom mechanical parts. Under his leadership, Fictiv delivered strong, sustained growth and produced more than 40 million commercial and prototype components for innovative companies worldwide. Evans succeeds Nobuyuki Ashida, who has led MISUMI USA through a period of strong growth and operational expansion over the last decade. Ashida will support a smooth transition through the end of February as Evans takes on this role.お知らせ • Dec 16MISUMI Group Inc. to Report Q3, 2026 Results on Jan 30, 2026MISUMI Group Inc. announced that they will report Q3, 2026 results on Jan 30, 2026お知らせ • Sep 18MISUMI Group Inc. to Report Q2, 2026 Results on Oct 31, 2025MISUMI Group Inc. announced that they will report Q2, 2026 results on Oct 31, 2025お知らせ • Jun 19MISUMI Group Inc. to Report Q1, 2026 Results on Jul 25, 2025MISUMI Group Inc. announced that they will report Q1, 2026 results on Jul 25, 2025お知らせ • Apr 25+ 1 more updateMISUMI Group Inc., Annual General Meeting, Jun 19, 2025MISUMI Group Inc., Annual General Meeting, Jun 19, 2025.お知らせ • Mar 25MISUMI Group Inc. to Report Fiscal Year 2025 Results on Apr 25, 2025MISUMI Group Inc. announced that they will report fiscal year 2025 results on Apr 25, 2025お知らせ • Jan 03MISUMI Group Inc. to Report Q3, 2025 Results on Jan 31, 2025MISUMI Group Inc. announced that they will report Q3, 2025 results on Jan 31, 2025Buy Or Sell Opportunity • Nov 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to €14.60. The fair value is estimated to be €18.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period.お知らせ • Nov 05Meviy Expands Product Coverage with New Materials and Surface Treatments for Cnc Milling Partsmeviy announced the expansion of its product coverage with the introduction of new materials and advanced surface treatments. This enhancement will broaden the range of manufacturing options available to customers, further reinforcing meviy's commitment to providing high-quality components and customization solutions. New Material Options:304 Stainless Steel (Annealed) - Known for its exceptional corrosion resistance, 304 Stainless Steel is widely used in many applications. The annealed version offers increased ductility and ease of machining, making it ideal for complex designs. 303 Stainless Steel (Annealed)- Offering improved machinability compared to 304 Stainless Steel, 303 Stainless Steel is well-suited for high-volume machining applications. Its annealed state enhances flexibility during the production process. New Surface Finishing Options: Hard Anodize (Clear) for Aluminum Products – This new hard anodize option increases the durability and hardness of aluminum parts while maintaining a sleek, clear finish. It's a perfect choice for components that require both aesthetic appeal and enhanced surface strength. Low Temperature Black Chrome for Carbon Steel Products – A low-temperature black chrome finish provides a robust, sleek black coating, improving wear resistance while maintaining the part's dimensional integrity. Phosphate Coating for Carbon Steel Products – The phosphate coating adds a layer of protection against corrosion while offering a matte surface ideal for industrial applications where durability is critical. This expansion of materials and surface treatments strengthens meviy's position as a trusted leader in precision manufacturing, enabling customers to achieve their project goals with increased flexibility and performance options. Whether it's carbon steel for structural applications, aluminum alloys for lightweight components, or stainless steel for corrosion resistance, meviy continues to innovate in delivering the highest-quality solutions.Reported Earnings • Oct 27Second quarter 2025 earnings released: EPS: JP¥32.28 (vs JP¥28.74 in 2Q 2024)Second quarter 2025 results: EPS: JP¥32.28 (up from JP¥28.74 in 2Q 2024). Revenue: JP¥98.5b (up 9.2% from 2Q 2024). Net income: JP¥8.95b (up 11% from 2Q 2024). Profit margin: 9.1% (up from 9.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Oct 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.7% to €14.80. The fair value is estimated to be €18.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period.お知らせ • Oct 15Misumi Group Inc. Announces New Hardening Methods Available for CNC Turningmeviy announced the immediate availability of advanced hardening options for CNC Turning, providing engineers with greater flexibility in part design and manufacturing. These new options include Vacuum Hardening for full part hardening and Induction Hardening for selective hardening, allowing for a broader range of mechanical properties to meet the demands of various applications. Key Features of the New Hardening Methods: Full Part Hardening: Engineers can now choose from two heat treatment options to harden entire parts: Immersion Quenching: A cost-effective and quick heat treatment using a conventional furnace and oil bath. Vacuum Quenching: A precise, distortion-resistant heat treatment using a vacuum furnace, ideal for components requiring high accuracy. Selective Hardening: This process allows specific areas of a part to be hardened while avoiding threads or areas with precision tolerances. Induction Hardening: A targeted method that uses an induction coil to heat and quench designated areas, offering precise control over part hardness. In addition to these new hardening methods, engineers can now specify a desired hardness range for both Immersion and Vacuum Quenching, ensuring components meet specific performance criteria. Extended Size Range for Heat Treatment: Diameters 10-150mm: Parts can be hardened up to 300mm in length. Diameters 150-250mm: Parts can be hardening up to 200mm in length. Diamers 250-300mm: Parts can be hardenedup to 100mm in length. These expanded heat treatment capabilities offer enhanced design options, allowing engineers to create parts with tailored mechanical properties for even the most demanding applications. The expansion of Heat Treatment capabilities has also expanded the maximum length of parts that can be hardened. Additional Lead time for Hardening services is 2-4 days.お知らせ • Oct 08meviy, Parts Procurement Platform Developed by MISUMI Group Inc. Introduces Immediate Availability of Hexagon Holes for CNC Turningmeviy, the parts procurement platform developed by MISUMI Group Inc. introduced the immediate availability of hexagon holes for CNC Turning. This enhancement broadens the design options available to product engineers, providing an efficient and cost-effective method to incorporate hex fastening features into their components. This new capability from meviy offers product engineers a streamlined solution for integrating hexagonal fastening features into their designs, ensuring both quality and competitive pricing. Technical Details: Manufacturing: Hex holes can be produced along the center axis of parts, either through broaching or machining, based on the size of the hex. Tolerancing: While width and depth tolerancing and geometric tolerancing are not applicable to hex shapes, engineers can still expect precise and reliable results. Surface Treatments: All surface treatments and heat treatments are available, although surface roughness specifications are not applicable for hex shapes. Material Availability: Hex holes can be manufactured in all materials. For resin materials, the hexes are always machined.お知らせ • Sep 26MISUMI Group Inc. to Report Q2, 2025 Results on Oct 25, 2024MISUMI Group Inc. announced that they will report Q2, 2025 results on Oct 25, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥16.18 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 28%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.6%).Buy Or Sell Opportunity • Sep 18Now 20% undervaluedOver the last 90 days, the stock has risen 1.3% to €15.70. The fair value is estimated to be €19.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.Buy Or Sell Opportunity • Aug 20Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €15.70. The fair value is estimated to be €19.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Aug 07MISUMI Group Inc.'s meviy Introduces New Hexagon Bar Shapes for CNC Turningmeviy, the cutting-edge parts procurement platform developed by MISUMI Group Inc. announced the immediate availability of hexagon bar shapes for CNC Turning. This new addition significantly expands the versatility and application of meviy's offerings, catering to a wider range of machining needs. Technical Specifications: Tolerances: The hex shapes adhere to the H12 standard. Tolerance Limitations: Individual and geometric tolerancing is not available for hex shapes. Surface Treatments: All surface treatments and heat treatments are available for hex bar materials. Surface Roughness: Specification for surface roughness is not available on hex shapes. Materials: Hex bars are available in steel, stainless steel, and brass. Standards: JIS standard hex sizes for each available material are listed. meviy's commitment to providing high-quality and precise machining solutions is reflected in the introduction of these hexagon bar shapes, ensuring customers can achieve the best results in their CNC turning projects.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €13.60, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Machinery industry in Germany. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.78 per share.Buy Or Sell Opportunity • Aug 03Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to €15.00. The fair value is estimated to be €20.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Jul 29First quarter 2025 earnings released: EPS: JP¥32.92 (vs JP¥21.47 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.92 (up from JP¥21.47 in 1Q 2024). Revenue: JP¥99.5b (up 11% from 1Q 2024). Net income: JP¥9.25b (up 52% from 1Q 2024). Profit margin: 9.3% (up from 6.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Declared Dividend • Jul 11Final dividend of JP¥16.18 announcedShareholders will receive a dividend of JP¥16.18. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 107%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 55% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 09MISUMI Group Inc.'s Meviy Enhances Sheet Metal Processing Service with Additional Edge Breaking Optionmeviy, the cutting-edge parts procurement platform developed by MISUMI Group Inc. announced a new enhancement to sheet metal processing service: the option to include additional edge breaking. This new feature, available immediately, addresses specific customer needs for parts requiring high precision and improved finish quality for sheet metal components. Key Features of Additional Edge Breaking Option: Improved Surface Finish: A high-quality finish is produced on both top and bottom surfaces of the part. Reduced Burrs: Any burrs or raised lips on the bottom surface of parts will be removed and replaced by a 0.1mm Radius edge, increasing the quality and accuracy of parts. Applicable Materials and Thicknesses: The additional edge breaking option is available for a wide range of materials and sheet thicknesses to accommodate various project requirements. Incorporating additional edge breaking into the sheet metal process workflow offers significant engineering advantages, particularly in terms of precision and quality of the final product. This additional edge breaking is especially beneficial for applications requiring high finish surfaces and minimal burrs. It supports faster and more efficient production cycles while maintaining stringent quality standards, enhancing both the functionality and aesthetics of the components produced. By integrating this step into the workflow, meviy ensures superior product integrity and performance. Surface Treatment Compatibility: Edge Breaking is available with many surface treatment options ensuring customers can achieve the desired aesthetic and functional properties for their sheet metal components.お知らせ • Jun 27MISUMI Group Inc. to Report Q1, 2025 Results on Jul 26, 2024MISUMI Group Inc. announced that they will report Q1, 2025 results on Jul 26, 2024Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥99.76 (vs JP¥121 in FY 2023)Full year 2024 results: EPS: JP¥99.76 (down from JP¥121 in FY 2023). Revenue: JP¥367.6b (down 1.5% from FY 2023). Net income: JP¥28.2b (down 18% from FY 2023). Profit margin: 7.7% (down from 9.2% in FY 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €16.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Machinery industry in Germany. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.72 per share.お知らせ • May 03meviy Introduces Large Radius Bending Inch Stainless Metalsmeviy offered support for adding large bends to, perfect for applications such as sensor covers or cowlings requiring seamless bends across large surfaces. Basic Information: Material & Gauge Availability: Carbon Steel: 22 Ga. (0.0299") - 11 Ga. (0.1196"); 304 Stainless Steel: 22ga. (0.0312") - 11 Ga. (0.125"); 5052 Aluminum: 0.025" - 0.125". Lead Time: Without surface treatment: 7 days; With surface treatment: 9 days and Expedited delivery option is unavailable for Large Radius bend parts. Common Errors and Solutions: If the model ends in a radius, an Automatic Quotation failure will occur. Be sure to provide a flange at both ends of the bend.お知らせ • Apr 28MISUMI Group Inc., Annual General Meeting, Jun 13, 2024MISUMI Group Inc., Annual General Meeting, Jun 13, 2024.Reported Earnings • Apr 28Full year 2024 earnings released: EPS: JP¥99.75 (vs JP¥121 in FY 2023)Full year 2024 results: EPS: JP¥99.75 (down from JP¥121 in FY 2023). Revenue: JP¥367.6b (down 1.5% from FY 2023). Net income: JP¥28.2b (down 18% from FY 2023). Profit margin: 7.7% (down from 9.2% in FY 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Apr 28+ 1 more updateMisumi Group Inc. Announces Dividend for the Year Ended March 31, 2022, Payable on June 19, 2024, and Provided Dividend Guidance Second Quarter and Fiscal Year Ending March 31, 2025MISUMI Group Inc. announced dividend for the year Fiscal year ended March 31, 2024 and provided dividend guidance for the second quarter and fiscal year ending March 31, 2025. For the year ended March 31, 2024, the company announced dividend of JPY 14.71 per share against JPY 12.34 per share paid a year ago, payable on June 19, 2024.For the quarter, the company expects to pay dividend of JPY 16.18 per share as compared to JPY 12.60 per share a year ago. For the year ending March 31, 2025, the company expects to pay dividend of JPY 20.44 per share as compared to JPY 14.87 per share a year ago.お知らせ • Apr 27MISUMI Group Inc. (TSE:9962) announces an Equity Buyback for 12,000,000 shares, representing 4.26% for ¥20,000 million.MISUMI Group Inc. (TSE:9962) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 4.26% of its total shares outstanding (excluding treasury shares), for a total of ¥20,000 million. The purpose of repurchase program is to enhance shareholder returns and implement a flexible capital policy. The repurchase program is valid till November 29, 2024. As of March 31, 2024, the company had 281,839,798 shares outstanding (excluding treasury shares) and had 3,008,099 shares in treasury.お知らせ • Apr 19MISUMI Group Inc.'s meviy Announces the Availability of Geometric Tolerances for CNC Turning PartsMISUMI Group Inc.'s meviy has rolled out a significant enhancement: geometric tolerancing for CNC turning parts. This latest addition further amplifies the platform's capabilities, enabling customers to access nine types of geometric tolerances with a remarkable accuracy of up to 0.01 mm. Recognizing the persistent challenges within the realm of high-precision parts procurement--ranging from contracted quotation processes to extended delivery lead times and price volatility--meviy initially introduced geometric tolerancing for CNC milled parts in October 2022. Building on the success and demand for this feature, the platform now extends its functionality to CNC turning parts. This enhancement empowers customers to seamlessly specify geometric tolerances directly from their 3D data, facilitating instant quotations and expediting the procurement process with unparalleled efficiency.Buy Or Sell Opportunity • Apr 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €12.90. The fair value is estimated to be €16.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Mar 27MISUMI Group Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024MISUMI Group Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥14.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.2%).Reported Earnings • Jan 28Third quarter 2024 earnings released: EPS: JP¥29.36 (vs JP¥29.54 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.36 (down from JP¥29.54 in 3Q 2023). Revenue: JP¥92.7b (down 1.2% from 3Q 2023). Net income: JP¥8.27b (down 1.6% from 3Q 2023). Profit margin: 8.9% (down from 9.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Dec 24MISUMI Group Inc. to Report Q3, 2024 Results on Jan 26, 2024MISUMI Group Inc. announced that they will report Q3, 2024 results on Jan 26, 2024Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: JP¥28.74 (vs JP¥33.95 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.74 (down from JP¥33.95 in 2Q 2023). Revenue: JP¥90.2b (down 5.1% from 2Q 2023). Net income: JP¥8.10b (down 16% from 2Q 2023). Profit margin: 9.0% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Sep 27MISUMI Group Inc. to Report Q2, 2024 Results on Oct 26, 2023MISUMI Group Inc. announced that they will report Q2, 2024 results on Oct 26, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥12.44 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥21.47 (vs JP¥37.23 in 1Q 2023)First quarter 2024 results: EPS: JP¥21.47 (down from JP¥37.23 in 1Q 2023). Revenue: JP¥89.9b (down 3.5% from 1Q 2023). Net income: JP¥6.09b (down 43% from 1Q 2023). Profit margin: 6.8% (down from 11% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jul 29+ 2 more updatesMISUMI Group Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024MISUMI Group Inc. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 14.66 per share.お知らせ • Jun 24MISUMI Group Inc. to Report Q1, 2024 Results on Jul 28, 2023MISUMI Group Inc. announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥121 (vs JP¥132 in FY 2022)Full year 2023 results: EPS: JP¥121 (down from JP¥132 in FY 2022). Revenue: JP¥373.2b (up 1.9% from FY 2022). Net income: JP¥34.3b (down 8.7% from FY 2022). Profit margin: 9.2% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.29 per share at 1.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).Reported Earnings • Jan 29Third quarter 2023 earnings released: EPS: JP¥29.54 (vs JP¥31.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.54 (down from JP¥31.92 in 3Q 2022). Revenue: JP¥93.8b (up 2.1% from 3Q 2022). Net income: JP¥8.40b (down 7.4% from 3Q 2022). Profit margin: 9.0% (in line with 3Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jan 28+ 1 more updateMISUMI Group Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023MISUMI Group Inc. provided dividend guidance for the fiscal year ending March 31, 2023. For the year end, the company expects dividend of JPY 14.29 per share against JPY 14.71 per share.お知らせ • Dec 26MISUMI Group Inc. to Report Q3, 2023 Results on Jan 27, 2023MISUMI Group Inc. announced that they will report Q3, 2023 results on Jan 27, 2023Board Change • Nov 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (5 non-independent directors). Outside Corporate Auditor Juichi Nozue is the most experienced director on the board, commencing their role in 2005. Independent Outside Director Tom Suseki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥33.95 (vs JP¥36.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥33.95 (down from JP¥36.01 in 2Q 2022). Revenue: JP¥95.1b (up 4.1% from 2Q 2022). Net income: JP¥9.65b (down 5.6% from 2Q 2022). Profit margin: 10% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.38 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.2%).Buying Opportunity • Sep 17Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €28.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥37.23 (vs JP¥37.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥37.23 (down from JP¥37.30 in 1Q 2022). Revenue: JP¥93.1b (up 2.4% from 1Q 2022). Net income: JP¥10.6b (flat on 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 7.9%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Jun 15Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Tom Suseki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • May 09Full year 2022 earnings released: EPS: JP¥132 (vs JP¥60.36 in FY 2021)Full year 2022 results: EPS: JP¥132 (up from JP¥60.36 in FY 2021). Revenue: JP¥366.2b (up 18% from FY 2021). Net income: JP¥37.6b (up 119% from FY 2021). Profit margin: 10% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.2%, compared to a 8.9% growth forecast for the industry in Germany. 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 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 08+ 2 more updatesMISUMI Group Inc. Provides Consolidated Earnings Guidance for the Six Months and Full Year Ending March 31, 2023MISUMI Group Inc. provided consolidated earnings guidance for the six months and full year ending March 31, 2023. For the six months, the company expects net sales of JPY 190,900 million, operating income of JYP 28,500 million, net income attributable to owners of parent of JPY 20,900 million and net income per share of JPY 73.51. For the year, the company expects net sales of JPY 403,500 million, operating income of JYP 57,300 million, net income attributable to owners of parent of JPY 42,000 million and net income per share of JPY 147.72.お知らせ • May 07MISUMI Group Inc., Annual General Meeting, Jun 16, 2022MISUMI Group Inc., Annual General Meeting, Jun 16, 2022.Board Change • Apr 28Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Tom Suseki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 08MISUMI Group Inc. to Report Fiscal Year 2022 Results on May 06, 2022MISUMI Group Inc. announced that they will report fiscal year 2022 results on May 06, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.23 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (1.9%).Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥31.92 (up from JP¥19.28 in 3Q 2021). Revenue: JP¥91.9b (up 15% from 3Q 2021). Net income: JP¥9.07b (up 66% from 3Q 2021). Profit margin: 9.9% (up from 6.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.4%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥36.01 (vs JP¥12.90 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥91.3b (up 25% from 2Q 2021). Net income: JP¥10.2b (up 179% from 2Q 2021). Profit margin: 11% (up from 5.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.37 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.0%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥37.30 (vs JP¥10.73 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥90.9b (up 29% from 1Q 2021). Net income: JP¥10.6b (up 248% from 1Q 2021). Profit margin: 12% (up from 4.3% in 1Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • May 08Full year 2021 earnings released: EPS JP¥60.36 (vs JP¥58.17 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥310.7b (flat on FY 2020). Net income: JP¥17.1b (up 3.8% from FY 2020). Profit margin: 5.5% (up from 5.3% in FY 2020).Upcoming Dividend • Mar 24Upcoming dividend of JP¥7.22 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 22 June 2021. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.2%).Is New 90 Day High Low • Mar 11New 90-day low: €23.20The company is down 11% from its price of €26.00 on 11 December 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery 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 €7.05 per share.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥19.28 (vs JP¥15.54 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥79.7b (up 1.3% from 3Q 2020). Net income: JP¥5.48b (up 24% from 3Q 2020). Profit margin: 6.9% (up from 5.6% in 3Q 2020).Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 6.9%, compared to a 5.0% growth forecast for the Machinery industry in Germany.Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥19.28 (vs JP¥15.54 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥79.7b (up 1.3% from 3Q 2020). Net income: JP¥5.48b (up 24% from 3Q 2020). Profit margin: 6.9% (up from 5.6% in 3Q 2020).Is New 90 Day High Low • Jan 28New 90-day high: €28.00The company is up 13% from its price of €24.80 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.56 per share.Analyst Estimate Surprise Post Earnings • Jan 28Revenue beats expectationsRevenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 6.9%, compared to a 5.0% growth forecast for the Machinery industry in Germany.お知らせ • Dec 26MISUMI Group Inc. to Report Q3, 2021 Results on Jan 27, 2021MISUMI Group Inc. announced that they will report Q3, 2021 results on Jan 27, 2021Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 3.2% while the growth in Machinery industry in Germany is expected to stay flat.Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS JP¥12.90The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥72.8b (down 6.7% from 2Q 2020). Net income: JP¥3.66b (down 13% from 2Q 2020). Profit margin: 5.0% (down from 5.4% in 2Q 2020). The decrease in margin was driven by lower revenue.Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥14.7b, down 30% from the prior year. Total revenue was JP¥299.5b over the last 12 months, down 7.1% from the prior year.Analyst Estimate Surprise Post Earnings • Nov 01Semi-annual earnings released: Revenue misses expectationsSemi-annual revenue missed analyst estimates by 1.4% at JP¥143.3b. Revenue is forecast to grow 3.9% over the next year, while the growth in Machinery industry in Germany is expected to stay flat.Is New 90 Day High Low • Oct 31New 90-day high: €24.80The company is up 26% from its price of €19.70 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.96 per share.お知らせ • Oct 10MISUMI Group Inc. to Report Q2, 2021 Results on Oct 29, 2020MISUMI Group Inc. announced that they will report Q2, 2021 results on Oct 29, 2020業績と収益の成長予測DB:MS3 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029577,80057,50049,90069,40023/31/2028522,24047,67537,72257,47253/31/2027500,70040,70059,70077,70023/31/2026441,38340,45737,90252,190N/A12/31/2025421,06331,36336,34951,132N/A9/30/2025409,77932,34632,38146,627N/A6/30/2025401,82834,51742,08856,232N/A3/31/2025401,98736,54945,02760,461N/A12/31/2024396,41133,91042,38859,326N/A9/30/2024385,57732,16744,30362,245N/A6/30/2024377,31031,31637,01956,010N/A3/31/2024367,64928,15236,59154,567N/A12/31/2023363,97928,09631,46249,162N/A9/30/2023365,08728,22723,67140,076N/A6/30/2023369,91629,78322,29836,311N/A3/31/2023373,15134,28217,82231,447N/A12/31/2022374,00036,29520,79633,171N/A9/30/2022372,08036,96628,41242,101N/A6/30/2022368,33737,54433,58949,540N/A3/31/2022366,16037,55738,88355,391N/A12/31/2021361,86034,85840,46256,228N/A9/30/2021349,65531,26137,45051,226N/A6/30/2021331,16224,69128,70641,659N/A3/31/2021310,71917,13822,47636,492N/A12/31/2020300,56515,76817,12230,985N/A9/30/2020299,50614,70211,47728,463N/A6/30/2020304,77615,23911,41627,824N/A3/31/2020313,33716,50410,20028,218N/A12/31/2019318,00320,737N/A26,330N/A9/30/2019322,40120,971N/A24,108N/A6/30/2019325,55021,828N/A19,542N/A3/31/2019331,93624,034N/A13,048N/A12/31/2018331,63021,713N/A13,960N/A9/30/2018327,17224,134N/A19,009N/A6/30/2018322,62325,260N/A19,943N/A3/31/2018312,96925,601N/A24,324N/A12/31/2017302,84325,597N/A23,524N/A9/30/2017289,67823,077N/A16,867N/A6/30/2017273,88620,022N/A18,715N/A3/31/2017259,01518,387N/A19,508N/A12/31/2016249,74316,813N/A20,578N/A9/30/2016245,75317,176N/A21,185N/A6/30/2016243,91318,329N/A18,406N/A3/31/2016240,13916,907N/A16,714N/A12/31/2015234,64215,463N/AN/AN/A9/30/2015226,04214,735N/A11,126N/A6/30/2015217,57714,005N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MS3の予測収益成長率 (年間12.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: MS3の収益 ( 12.5% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: MS3の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MS3の収益 ( 8.8% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: MS3の収益 ( 8.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MS3の 自己資本利益率 は、3年後には低くなると予測されています ( 13.5 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 20:14終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋MISUMI Group Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Takahiro InoueCitigroup IncMasayoshi YonezawaDaiwa Securities Co. Ltd.Yuichiro IsayamaGoldman Sachs9 その他のアナリストを表示
お知らせ • May 08+ 2 more updatesMISUMI Group Inc. Provides Consolidated Earnings Guidance for the Six Months and Full Year Ending March 31, 2023MISUMI Group Inc. provided consolidated earnings guidance for the six months and full year ending March 31, 2023. For the six months, the company expects net sales of JPY 190,900 million, operating income of JYP 28,500 million, net income attributable to owners of parent of JPY 20,900 million and net income per share of JPY 73.51. For the year, the company expects net sales of JPY 403,500 million, operating income of JYP 57,300 million, net income attributable to owners of parent of JPY 42,000 million and net income per share of JPY 147.72.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Figen Ulgen was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 30MISUMI Group Inc., Annual General Meeting, Jun 18, 2026MISUMI Group Inc., Annual General Meeting, Jun 18, 2026.
お知らせ • Apr 22MISUMI Group Inc. to Report Fiscal Year 2026 Results on Apr 30, 2026MISUMI Group Inc. announced that they will report fiscal year 2026 results on Apr 30, 2026
お知らせ • Jan 23MISUMI Group, Inc. Announces Appointment of Dave Evans as President Of MISUMI Americas, Effective January 22, 2026MISUMI Group Inc. announced that Dave Evans has been appointed President of MISUMI Americas effective January 22, 2026. Evans will lead the integration of MISUMI and Fictiv into one unified AI-powered platform across the Americas, accelerating the growth of standard and custom manufacturing solutions for the next generation of industrial innovation. Evans is the Co-Founder and CEO of Fictiv, a global leader in supply chain and manufacturing, which was acquired by MISUMI in 2025. In his expanded role, Evans will continue to oversee Fictiv while also serving as President of MISUMI Americas, ensuring tight operational and strategic alignment. Evans is widely recognized as a visionary and thought leader in digital manufacturing. At Fictiv, he helped pioneer the digital manufacturing marketplace model, building a global network of vetted manufacturing partners and launching cloud-based tools that dramatically reduced the complexity of sourcing custom mechanical parts. Under his leadership, Fictiv delivered strong, sustained growth and produced more than 40 million commercial and prototype components for innovative companies worldwide. Evans succeeds Nobuyuki Ashida, who has led MISUMI USA through a period of strong growth and operational expansion over the last decade. Ashida will support a smooth transition through the end of February as Evans takes on this role.
お知らせ • Dec 16MISUMI Group Inc. to Report Q3, 2026 Results on Jan 30, 2026MISUMI Group Inc. announced that they will report Q3, 2026 results on Jan 30, 2026
お知らせ • Sep 18MISUMI Group Inc. to Report Q2, 2026 Results on Oct 31, 2025MISUMI Group Inc. announced that they will report Q2, 2026 results on Oct 31, 2025
お知らせ • Jun 19MISUMI Group Inc. to Report Q1, 2026 Results on Jul 25, 2025MISUMI Group Inc. announced that they will report Q1, 2026 results on Jul 25, 2025
お知らせ • Apr 25+ 1 more updateMISUMI Group Inc., Annual General Meeting, Jun 19, 2025MISUMI Group Inc., Annual General Meeting, Jun 19, 2025.
お知らせ • Mar 25MISUMI Group Inc. to Report Fiscal Year 2025 Results on Apr 25, 2025MISUMI Group Inc. announced that they will report fiscal year 2025 results on Apr 25, 2025
お知らせ • Jan 03MISUMI Group Inc. to Report Q3, 2025 Results on Jan 31, 2025MISUMI Group Inc. announced that they will report Q3, 2025 results on Jan 31, 2025
Buy Or Sell Opportunity • Nov 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to €14.60. The fair value is estimated to be €18.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period.
お知らせ • Nov 05Meviy Expands Product Coverage with New Materials and Surface Treatments for Cnc Milling Partsmeviy announced the expansion of its product coverage with the introduction of new materials and advanced surface treatments. This enhancement will broaden the range of manufacturing options available to customers, further reinforcing meviy's commitment to providing high-quality components and customization solutions. New Material Options:304 Stainless Steel (Annealed) - Known for its exceptional corrosion resistance, 304 Stainless Steel is widely used in many applications. The annealed version offers increased ductility and ease of machining, making it ideal for complex designs. 303 Stainless Steel (Annealed)- Offering improved machinability compared to 304 Stainless Steel, 303 Stainless Steel is well-suited for high-volume machining applications. Its annealed state enhances flexibility during the production process. New Surface Finishing Options: Hard Anodize (Clear) for Aluminum Products – This new hard anodize option increases the durability and hardness of aluminum parts while maintaining a sleek, clear finish. It's a perfect choice for components that require both aesthetic appeal and enhanced surface strength. Low Temperature Black Chrome for Carbon Steel Products – A low-temperature black chrome finish provides a robust, sleek black coating, improving wear resistance while maintaining the part's dimensional integrity. Phosphate Coating for Carbon Steel Products – The phosphate coating adds a layer of protection against corrosion while offering a matte surface ideal for industrial applications where durability is critical. This expansion of materials and surface treatments strengthens meviy's position as a trusted leader in precision manufacturing, enabling customers to achieve their project goals with increased flexibility and performance options. Whether it's carbon steel for structural applications, aluminum alloys for lightweight components, or stainless steel for corrosion resistance, meviy continues to innovate in delivering the highest-quality solutions.
Reported Earnings • Oct 27Second quarter 2025 earnings released: EPS: JP¥32.28 (vs JP¥28.74 in 2Q 2024)Second quarter 2025 results: EPS: JP¥32.28 (up from JP¥28.74 in 2Q 2024). Revenue: JP¥98.5b (up 9.2% from 2Q 2024). Net income: JP¥8.95b (up 11% from 2Q 2024). Profit margin: 9.1% (up from 9.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Oct 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.7% to €14.80. The fair value is estimated to be €18.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period.
お知らせ • Oct 15Misumi Group Inc. Announces New Hardening Methods Available for CNC Turningmeviy announced the immediate availability of advanced hardening options for CNC Turning, providing engineers with greater flexibility in part design and manufacturing. These new options include Vacuum Hardening for full part hardening and Induction Hardening for selective hardening, allowing for a broader range of mechanical properties to meet the demands of various applications. Key Features of the New Hardening Methods: Full Part Hardening: Engineers can now choose from two heat treatment options to harden entire parts: Immersion Quenching: A cost-effective and quick heat treatment using a conventional furnace and oil bath. Vacuum Quenching: A precise, distortion-resistant heat treatment using a vacuum furnace, ideal for components requiring high accuracy. Selective Hardening: This process allows specific areas of a part to be hardened while avoiding threads or areas with precision tolerances. Induction Hardening: A targeted method that uses an induction coil to heat and quench designated areas, offering precise control over part hardness. In addition to these new hardening methods, engineers can now specify a desired hardness range for both Immersion and Vacuum Quenching, ensuring components meet specific performance criteria. Extended Size Range for Heat Treatment: Diameters 10-150mm: Parts can be hardened up to 300mm in length. Diameters 150-250mm: Parts can be hardening up to 200mm in length. Diamers 250-300mm: Parts can be hardenedup to 100mm in length. These expanded heat treatment capabilities offer enhanced design options, allowing engineers to create parts with tailored mechanical properties for even the most demanding applications. The expansion of Heat Treatment capabilities has also expanded the maximum length of parts that can be hardened. Additional Lead time for Hardening services is 2-4 days.
お知らせ • Oct 08meviy, Parts Procurement Platform Developed by MISUMI Group Inc. Introduces Immediate Availability of Hexagon Holes for CNC Turningmeviy, the parts procurement platform developed by MISUMI Group Inc. introduced the immediate availability of hexagon holes for CNC Turning. This enhancement broadens the design options available to product engineers, providing an efficient and cost-effective method to incorporate hex fastening features into their components. This new capability from meviy offers product engineers a streamlined solution for integrating hexagonal fastening features into their designs, ensuring both quality and competitive pricing. Technical Details: Manufacturing: Hex holes can be produced along the center axis of parts, either through broaching or machining, based on the size of the hex. Tolerancing: While width and depth tolerancing and geometric tolerancing are not applicable to hex shapes, engineers can still expect precise and reliable results. Surface Treatments: All surface treatments and heat treatments are available, although surface roughness specifications are not applicable for hex shapes. Material Availability: Hex holes can be manufactured in all materials. For resin materials, the hexes are always machined.
お知らせ • Sep 26MISUMI Group Inc. to Report Q2, 2025 Results on Oct 25, 2024MISUMI Group Inc. announced that they will report Q2, 2025 results on Oct 25, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥16.18 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 28%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.6%).
Buy Or Sell Opportunity • Sep 18Now 20% undervaluedOver the last 90 days, the stock has risen 1.3% to €15.70. The fair value is estimated to be €19.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.
Buy Or Sell Opportunity • Aug 20Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €15.70. The fair value is estimated to be €19.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Aug 07MISUMI Group Inc.'s meviy Introduces New Hexagon Bar Shapes for CNC Turningmeviy, the cutting-edge parts procurement platform developed by MISUMI Group Inc. announced the immediate availability of hexagon bar shapes for CNC Turning. This new addition significantly expands the versatility and application of meviy's offerings, catering to a wider range of machining needs. Technical Specifications: Tolerances: The hex shapes adhere to the H12 standard. Tolerance Limitations: Individual and geometric tolerancing is not available for hex shapes. Surface Treatments: All surface treatments and heat treatments are available for hex bar materials. Surface Roughness: Specification for surface roughness is not available on hex shapes. Materials: Hex bars are available in steel, stainless steel, and brass. Standards: JIS standard hex sizes for each available material are listed. meviy's commitment to providing high-quality and precise machining solutions is reflected in the introduction of these hexagon bar shapes, ensuring customers can achieve the best results in their CNC turning projects.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €13.60, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Machinery industry in Germany. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.78 per share.
Buy Or Sell Opportunity • Aug 03Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to €15.00. The fair value is estimated to be €20.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.1%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Jul 29First quarter 2025 earnings released: EPS: JP¥32.92 (vs JP¥21.47 in 1Q 2024)First quarter 2025 results: EPS: JP¥32.92 (up from JP¥21.47 in 1Q 2024). Revenue: JP¥99.5b (up 11% from 1Q 2024). Net income: JP¥9.25b (up 52% from 1Q 2024). Profit margin: 9.3% (up from 6.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Jul 11Final dividend of JP¥16.18 announcedShareholders will receive a dividend of JP¥16.18. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 107%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 55% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 09MISUMI Group Inc.'s Meviy Enhances Sheet Metal Processing Service with Additional Edge Breaking Optionmeviy, the cutting-edge parts procurement platform developed by MISUMI Group Inc. announced a new enhancement to sheet metal processing service: the option to include additional edge breaking. This new feature, available immediately, addresses specific customer needs for parts requiring high precision and improved finish quality for sheet metal components. Key Features of Additional Edge Breaking Option: Improved Surface Finish: A high-quality finish is produced on both top and bottom surfaces of the part. Reduced Burrs: Any burrs or raised lips on the bottom surface of parts will be removed and replaced by a 0.1mm Radius edge, increasing the quality and accuracy of parts. Applicable Materials and Thicknesses: The additional edge breaking option is available for a wide range of materials and sheet thicknesses to accommodate various project requirements. Incorporating additional edge breaking into the sheet metal process workflow offers significant engineering advantages, particularly in terms of precision and quality of the final product. This additional edge breaking is especially beneficial for applications requiring high finish surfaces and minimal burrs. It supports faster and more efficient production cycles while maintaining stringent quality standards, enhancing both the functionality and aesthetics of the components produced. By integrating this step into the workflow, meviy ensures superior product integrity and performance. Surface Treatment Compatibility: Edge Breaking is available with many surface treatment options ensuring customers can achieve the desired aesthetic and functional properties for their sheet metal components.
お知らせ • Jun 27MISUMI Group Inc. to Report Q1, 2025 Results on Jul 26, 2024MISUMI Group Inc. announced that they will report Q1, 2025 results on Jul 26, 2024
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥99.76 (vs JP¥121 in FY 2023)Full year 2024 results: EPS: JP¥99.76 (down from JP¥121 in FY 2023). Revenue: JP¥367.6b (down 1.5% from FY 2023). Net income: JP¥28.2b (down 18% from FY 2023). Profit margin: 7.7% (down from 9.2% in FY 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €16.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Machinery industry in Germany. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.72 per share.
お知らせ • May 03meviy Introduces Large Radius Bending Inch Stainless Metalsmeviy offered support for adding large bends to, perfect for applications such as sensor covers or cowlings requiring seamless bends across large surfaces. Basic Information: Material & Gauge Availability: Carbon Steel: 22 Ga. (0.0299") - 11 Ga. (0.1196"); 304 Stainless Steel: 22ga. (0.0312") - 11 Ga. (0.125"); 5052 Aluminum: 0.025" - 0.125". Lead Time: Without surface treatment: 7 days; With surface treatment: 9 days and Expedited delivery option is unavailable for Large Radius bend parts. Common Errors and Solutions: If the model ends in a radius, an Automatic Quotation failure will occur. Be sure to provide a flange at both ends of the bend.
お知らせ • Apr 28MISUMI Group Inc., Annual General Meeting, Jun 13, 2024MISUMI Group Inc., Annual General Meeting, Jun 13, 2024.
Reported Earnings • Apr 28Full year 2024 earnings released: EPS: JP¥99.75 (vs JP¥121 in FY 2023)Full year 2024 results: EPS: JP¥99.75 (down from JP¥121 in FY 2023). Revenue: JP¥367.6b (down 1.5% from FY 2023). Net income: JP¥28.2b (down 18% from FY 2023). Profit margin: 7.7% (down from 9.2% in FY 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Apr 28+ 1 more updateMisumi Group Inc. Announces Dividend for the Year Ended March 31, 2022, Payable on June 19, 2024, and Provided Dividend Guidance Second Quarter and Fiscal Year Ending March 31, 2025MISUMI Group Inc. announced dividend for the year Fiscal year ended March 31, 2024 and provided dividend guidance for the second quarter and fiscal year ending March 31, 2025. For the year ended March 31, 2024, the company announced dividend of JPY 14.71 per share against JPY 12.34 per share paid a year ago, payable on June 19, 2024.For the quarter, the company expects to pay dividend of JPY 16.18 per share as compared to JPY 12.60 per share a year ago. For the year ending March 31, 2025, the company expects to pay dividend of JPY 20.44 per share as compared to JPY 14.87 per share a year ago.
お知らせ • Apr 27MISUMI Group Inc. (TSE:9962) announces an Equity Buyback for 12,000,000 shares, representing 4.26% for ¥20,000 million.MISUMI Group Inc. (TSE:9962) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 4.26% of its total shares outstanding (excluding treasury shares), for a total of ¥20,000 million. The purpose of repurchase program is to enhance shareholder returns and implement a flexible capital policy. The repurchase program is valid till November 29, 2024. As of March 31, 2024, the company had 281,839,798 shares outstanding (excluding treasury shares) and had 3,008,099 shares in treasury.
お知らせ • Apr 19MISUMI Group Inc.'s meviy Announces the Availability of Geometric Tolerances for CNC Turning PartsMISUMI Group Inc.'s meviy has rolled out a significant enhancement: geometric tolerancing for CNC turning parts. This latest addition further amplifies the platform's capabilities, enabling customers to access nine types of geometric tolerances with a remarkable accuracy of up to 0.01 mm. Recognizing the persistent challenges within the realm of high-precision parts procurement--ranging from contracted quotation processes to extended delivery lead times and price volatility--meviy initially introduced geometric tolerancing for CNC milled parts in October 2022. Building on the success and demand for this feature, the platform now extends its functionality to CNC turning parts. This enhancement empowers customers to seamlessly specify geometric tolerances directly from their 3D data, facilitating instant quotations and expediting the procurement process with unparalleled efficiency.
Buy Or Sell Opportunity • Apr 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €12.90. The fair value is estimated to be €16.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Mar 27MISUMI Group Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024MISUMI Group Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥14.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.2%).
Reported Earnings • Jan 28Third quarter 2024 earnings released: EPS: JP¥29.36 (vs JP¥29.54 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.36 (down from JP¥29.54 in 3Q 2023). Revenue: JP¥92.7b (down 1.2% from 3Q 2023). Net income: JP¥8.27b (down 1.6% from 3Q 2023). Profit margin: 8.9% (down from 9.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Dec 24MISUMI Group Inc. to Report Q3, 2024 Results on Jan 26, 2024MISUMI Group Inc. announced that they will report Q3, 2024 results on Jan 26, 2024
Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: JP¥28.74 (vs JP¥33.95 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.74 (down from JP¥33.95 in 2Q 2023). Revenue: JP¥90.2b (down 5.1% from 2Q 2023). Net income: JP¥8.10b (down 16% from 2Q 2023). Profit margin: 9.0% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Sep 27MISUMI Group Inc. to Report Q2, 2024 Results on Oct 26, 2023MISUMI Group Inc. announced that they will report Q2, 2024 results on Oct 26, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥12.44 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥21.47 (vs JP¥37.23 in 1Q 2023)First quarter 2024 results: EPS: JP¥21.47 (down from JP¥37.23 in 1Q 2023). Revenue: JP¥89.9b (down 3.5% from 1Q 2023). Net income: JP¥6.09b (down 43% from 1Q 2023). Profit margin: 6.8% (down from 11% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jul 29+ 2 more updatesMISUMI Group Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024MISUMI Group Inc. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 14.66 per share.
お知らせ • Jun 24MISUMI Group Inc. to Report Q1, 2024 Results on Jul 28, 2023MISUMI Group Inc. announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥121 (vs JP¥132 in FY 2022)Full year 2023 results: EPS: JP¥121 (down from JP¥132 in FY 2022). Revenue: JP¥373.2b (up 1.9% from FY 2022). Net income: JP¥34.3b (down 8.7% from FY 2022). Profit margin: 9.2% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.29 per share at 1.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).
Reported Earnings • Jan 29Third quarter 2023 earnings released: EPS: JP¥29.54 (vs JP¥31.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.54 (down from JP¥31.92 in 3Q 2022). Revenue: JP¥93.8b (up 2.1% from 3Q 2022). Net income: JP¥8.40b (down 7.4% from 3Q 2022). Profit margin: 9.0% (in line with 3Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jan 28+ 1 more updateMISUMI Group Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023MISUMI Group Inc. provided dividend guidance for the fiscal year ending March 31, 2023. For the year end, the company expects dividend of JPY 14.29 per share against JPY 14.71 per share.
お知らせ • Dec 26MISUMI Group Inc. to Report Q3, 2023 Results on Jan 27, 2023MISUMI Group Inc. announced that they will report Q3, 2023 results on Jan 27, 2023
Board Change • Nov 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (5 non-independent directors). Outside Corporate Auditor Juichi Nozue is the most experienced director on the board, commencing their role in 2005. Independent Outside Director Tom Suseki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥33.95 (vs JP¥36.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥33.95 (down from JP¥36.01 in 2Q 2022). Revenue: JP¥95.1b (up 4.1% from 2Q 2022). Net income: JP¥9.65b (down 5.6% from 2Q 2022). Profit margin: 10% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.38 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.2%).
Buying Opportunity • Sep 17Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €28.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥37.23 (vs JP¥37.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥37.23 (down from JP¥37.30 in 1Q 2022). Revenue: JP¥93.1b (up 2.4% from 1Q 2022). Net income: JP¥10.6b (flat on 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 7.9%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Jun 15Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Tom Suseki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • May 09Full year 2022 earnings released: EPS: JP¥132 (vs JP¥60.36 in FY 2021)Full year 2022 results: EPS: JP¥132 (up from JP¥60.36 in FY 2021). Revenue: JP¥366.2b (up 18% from FY 2021). Net income: JP¥37.6b (up 119% from FY 2021). Profit margin: 10% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.2%, compared to a 8.9% growth forecast for the industry in Germany. 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 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 08+ 2 more updatesMISUMI Group Inc. Provides Consolidated Earnings Guidance for the Six Months and Full Year Ending March 31, 2023MISUMI Group Inc. provided consolidated earnings guidance for the six months and full year ending March 31, 2023. For the six months, the company expects net sales of JPY 190,900 million, operating income of JYP 28,500 million, net income attributable to owners of parent of JPY 20,900 million and net income per share of JPY 73.51. For the year, the company expects net sales of JPY 403,500 million, operating income of JYP 57,300 million, net income attributable to owners of parent of JPY 42,000 million and net income per share of JPY 147.72.
お知らせ • May 07MISUMI Group Inc., Annual General Meeting, Jun 16, 2022MISUMI Group Inc., Annual General Meeting, Jun 16, 2022.
Board Change • Apr 28Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Tom Suseki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 08MISUMI Group Inc. to Report Fiscal Year 2022 Results on May 06, 2022MISUMI Group Inc. announced that they will report fiscal year 2022 results on May 06, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.23 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (1.9%).
Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥31.92 (up from JP¥19.28 in 3Q 2021). Revenue: JP¥91.9b (up 15% from 3Q 2021). Net income: JP¥9.07b (up 66% from 3Q 2021). Profit margin: 9.9% (up from 6.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.4%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥36.01 (vs JP¥12.90 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥91.3b (up 25% from 2Q 2021). Net income: JP¥10.2b (up 179% from 2Q 2021). Profit margin: 11% (up from 5.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.37 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.0%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥37.30 (vs JP¥10.73 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥90.9b (up 29% from 1Q 2021). Net income: JP¥10.6b (up 248% from 1Q 2021). Profit margin: 12% (up from 4.3% in 1Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • May 08Full year 2021 earnings released: EPS JP¥60.36 (vs JP¥58.17 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥310.7b (flat on FY 2020). Net income: JP¥17.1b (up 3.8% from FY 2020). Profit margin: 5.5% (up from 5.3% in FY 2020).
Upcoming Dividend • Mar 24Upcoming dividend of JP¥7.22 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 22 June 2021. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.2%).
Is New 90 Day High Low • Mar 11New 90-day low: €23.20The company is down 11% from its price of €26.00 on 11 December 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery 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 €7.05 per share.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥19.28 (vs JP¥15.54 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥79.7b (up 1.3% from 3Q 2020). Net income: JP¥5.48b (up 24% from 3Q 2020). Profit margin: 6.9% (up from 5.6% in 3Q 2020).
Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 6.9%, compared to a 5.0% growth forecast for the Machinery industry in Germany.
Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥19.28 (vs JP¥15.54 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥79.7b (up 1.3% from 3Q 2020). Net income: JP¥5.48b (up 24% from 3Q 2020). Profit margin: 6.9% (up from 5.6% in 3Q 2020).
Is New 90 Day High Low • Jan 28New 90-day high: €28.00The company is up 13% from its price of €24.80 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.56 per share.
Analyst Estimate Surprise Post Earnings • Jan 28Revenue beats expectationsRevenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 6.9%, compared to a 5.0% growth forecast for the Machinery industry in Germany.
お知らせ • Dec 26MISUMI Group Inc. to Report Q3, 2021 Results on Jan 27, 2021MISUMI Group Inc. announced that they will report Q3, 2021 results on Jan 27, 2021
Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 3.2% while the growth in Machinery industry in Germany is expected to stay flat.
Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS JP¥12.90The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥72.8b (down 6.7% from 2Q 2020). Net income: JP¥3.66b (down 13% from 2Q 2020). Profit margin: 5.0% (down from 5.4% in 2Q 2020). The decrease in margin was driven by lower revenue.
Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥14.7b, down 30% from the prior year. Total revenue was JP¥299.5b over the last 12 months, down 7.1% from the prior year.
Analyst Estimate Surprise Post Earnings • Nov 01Semi-annual earnings released: Revenue misses expectationsSemi-annual revenue missed analyst estimates by 1.4% at JP¥143.3b. Revenue is forecast to grow 3.9% over the next year, while the growth in Machinery industry in Germany is expected to stay flat.
Is New 90 Day High Low • Oct 31New 90-day high: €24.80The company is up 26% from its price of €19.70 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.96 per share.
お知らせ • Oct 10MISUMI Group Inc. to Report Q2, 2021 Results on Oct 29, 2020MISUMI Group Inc. announced that they will report Q2, 2021 results on Oct 29, 2020