Yamazen（OO7）株式概要株式会社山善は、生産設備、住宅設備・資材、住宅関連商品を世界中に提供しています。 詳細OO7 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績4/6財務の健全性4/6配当金3/6報酬株価収益率（ 16.4 x） German市場（ 16.8 x）を下回っています。過去1年間で収益は18.9%増加しました リスク分析過去5年間で収益は年間6.2%減少しました。 3.28%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るOO7 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW485,335 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG485,335 investors already sharing narrativesYour Fair Value€Current Price€9.0567.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0612b2016201920222025202620282031Revenue JP¥612.4bEarnings JP¥10.5bAdvancedSet Fair ValueView all narrativesYamazen Corporation 競合他社HMS BergbauSymbol: XTRA:HMUMarket cap: €192.2mBrenntagSymbol: XTRA:BNRMarket cap: €8.1bNordwest HandelSymbol: DB:NWXMarket cap: €52.2mMaschinenfabrik Berthold HermleSymbol: DB:MBH3Market cap: €897.5m価格と性能株価の高値、安値、推移の概要Yamazen過去の株価現在の株価JP¥9.0552週高値JP¥9.6052週安値JP¥7.00ベータ0.381ヶ月の変化4.02%3ヶ月変化3.43%1年変化29.29%3年間の変化n/a5年間の変化n/aIPOからの変化21.15%最新ニュースBoard Change • Jun 29Less 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. 5 non-independent directors. Independent Outside Director Akiko Ikeda was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 21Full year 2026 earnings released: EPS: JP¥109 (vs JP¥90.63 in FY 2025)Full year 2026 results: EPS: JP¥109 (up from JP¥90.63 in FY 2025). Revenue: JP¥541.9b (up 5.0% from FY 2025). Net income: JP¥9.33b (up 19% from FY 2025). Profit margin: 1.7% (up from 1.5% in FY 2025). The increase in margin was driven by higher revenue.お知らせ • May 30Yamazen Corporation to Report Q1, 2027 Results on Aug 10, 2026Yamazen Corporation announced that they will report Q1, 2027 results on Aug 10, 2026Board Change • May 21Less 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. 5 non-independent directors. Independent Outside Director Atsumi Eguchi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 13Yamazen Corporation, Annual General Meeting, Jun 23, 2026Yamazen Corporation, Annual General Meeting, Jun 23, 2026.お知らせ • May 10Yamazen Corporation to Report Fiscal Year 2026 Results on May 13, 2026Yamazen Corporation announced that they will report fiscal year 2026 results on May 13, 2026最新情報をもっと見るRecent updatesBoard Change • Jun 29Less 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. 5 non-independent directors. Independent Outside Director Akiko Ikeda was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 21Full year 2026 earnings released: EPS: JP¥109 (vs JP¥90.63 in FY 2025)Full year 2026 results: EPS: JP¥109 (up from JP¥90.63 in FY 2025). Revenue: JP¥541.9b (up 5.0% from FY 2025). Net income: JP¥9.33b (up 19% from FY 2025). Profit margin: 1.7% (up from 1.5% in FY 2025). The increase in margin was driven by higher revenue.お知らせ • May 30Yamazen Corporation to Report Q1, 2027 Results on Aug 10, 2026Yamazen Corporation announced that they will report Q1, 2027 results on Aug 10, 2026Board Change • May 21Less 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. 5 non-independent directors. Independent Outside Director Atsumi Eguchi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 13Yamazen Corporation, Annual General Meeting, Jun 23, 2026Yamazen Corporation, Annual General Meeting, Jun 23, 2026.お知らせ • May 10Yamazen Corporation to Report Fiscal Year 2026 Results on May 13, 2026Yamazen Corporation announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • Feb 13Yamazen Corporation announced that it expects to receive ¥28.006979 billion in fundingYamazen Corporation announced a private placement to issue Series 1 Unsecured Convertible Bonds for aggregate gross proceeds of ¥28,006,979,000 on February 12, 2026. The bonds will be convertible into common shares at a conversion price of ¥1,543 per share. The transaction has been approved by the board of directors and will include participation from AP PS IV S1, L.P. The transaction is expected to close on March 3, 2026. Issuance expenses related to the transaction amounts to ¥21,000,000 resulting in total net proceeds of ¥27,985,979,000.お知らせ • Feb 12Yamazen Corporation (TSE:8051) announces an Equity Buyback for 13,000,000 shares, representing 15.18% for ¥15,000 million.Yamazen Corporation (TSE:8051) announces a share repurchase program. Under the program, the company will repurchase up to 13,000,000 shares, representing 15.18% of its issued share capital (excluding treasury stock), for a total purchase price of ¥15,000 million. The purpose of the program is to implement flexible capital policies in response to changes in the business environment, improve capital efficiency, promote the reduction of cross-shareholdings, and ensure shareholder returns. The program will be valid till March 3, 2027. As of December 31, 2025, the company has 85,648,554 issued shares (excluding treasury stock) and 9,656,881 treasury shares.お知らせ • Feb 06Yamazen Corporation (TSE:8051) signed memorandum of understanding to acquire PT Somagede Indonesia.Yamazen Corporation (TSE:8051) signed memorandum of understanding to acquire PT Somagede Indonesia on February 6, 2026. The sellers are two individuals who sold 78,000 shares. The expected completion of the transaction is March 31, 2026.お知らせ • Nov 29Yamazen Corporation to Report Q3, 2026 Results on Feb 12, 2026Yamazen Corporation announced that they will report Q3, 2026 results on Feb 12, 2026お知らせ • Sep 01Yamazen Corporation to Report Q2, 2026 Results on Nov 12, 2025Yamazen Corporation announced that they will report Q2, 2026 results on Nov 12, 2025お知らせ • May 31Yamazen Corporation to Report Q1, 2026 Results on Aug 08, 2025Yamazen Corporation announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 14Yamazen Corporation, Annual General Meeting, Jun 24, 2025Yamazen Corporation, Annual General Meeting, Jun 24, 2025.お知らせ • Mar 01Yamazen Corporation to Report Fiscal Year 2025 Results on May 14, 2025Yamazen Corporation announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 14, 2025お知らせ • Nov 30Yamazen Corporation to Report Q3, 2025 Results on Feb 13, 2025Yamazen Corporation announced that they will report Q3, 2025 results on Feb 13, 2025Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.1%).お知らせ • Aug 27Yamazen Corporation to Report Q2, 2025 Results on Nov 14, 2024Yamazen Corporation announced that they will report Q2, 2025 results on Nov 14, 2024Buy Or Sell Opportunity • Aug 15Now 20% undervaluedOver the last 90 days, the stock has risen 9.5% to €8.76. The fair value is estimated to be €10.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 10%.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥7.24 (vs JP¥17.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.24 (down from JP¥17.66 in 1Q 2024). Revenue: JP¥118.6b (down 1.2% from 1Q 2024). Net income: JP¥642.0m (down 59% from 1Q 2024). Profit margin: 0.5% (down from 1.3% in 1Q 2024).お知らせ • Jun 02Yamazen Corporation to Report Q1, 2025 Results on Aug 09, 2024Yamazen Corporation announced that they will report Q1, 2025 results on Aug 09, 2024New Risk • May 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.3% Last year net profit margin: 2.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.3% net profit margin).Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥73.03 (vs JP¥141 in FY 2023)Full year 2024 results: EPS: JP¥73.03 (down from JP¥141 in FY 2023). Revenue: JP¥506.9b (down 3.9% from FY 2023). Net income: JP¥6.49b (down 48% from FY 2023). Profit margin: 1.3% (down from 2.4% in FY 2023). The decrease in margin was driven by lower revenue.お知らせ • May 16Yamazen Corporation, Annual General Meeting, Jun 25, 2024Yamazen Corporation, Annual General Meeting, Jun 25, 2024.お知らせ • May 15Yamazen Corporation (TSE:8051) announces an Equity Buyback for 6,000,000 shares, representing 6.74% for ¥5,000 million.Yamazen Corporation (TSE:8051) announces a share repurchase program. Under the program, the company will repurchase up to 6,000,000 shares, representing 6.74% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to implement flexible capital policies in response to changes in the business environment, improve capital efficiency, promote the reduction of cross-shareholdings, and ensure shareholder returns. The program will be valid till March 31, 2025. As of May 14, 2024, the company has 89,023,382 issued shares (excluding treasury stock) and 6,282,053 treasury shares.お知らせ • Mar 14Yamazen Corporation to Report Fiscal Year 2024 Results on May 14, 2024Yamazen Corporation announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥20.46 (vs JP¥32.72 in 3Q 2023)Third quarter 2024 results: EPS: JP¥20.46 (down from JP¥32.72 in 3Q 2023). Revenue: JP¥129.5b (down 2.1% from 3Q 2023). Net income: JP¥1.82b (down 38% from 3Q 2023). Profit margin: 1.4% (down from 2.2% in 3Q 2023). The decrease in margin was driven by lower revenue.お知らせ • Dec 23Yamazen Corporation to Report Q3, 2024 Results on Feb 13, 2024Yamazen Corporation announced that they will report Q3, 2024 results on Feb 13, 2024Board Change • Dec 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Hirohiko Sumida was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元OO7DE Trade DistributorsDE 市場7D0%4.5%-0.5%1Y29.3%-0.9%-2.1%株主還元を見る業界別リターン: OO7過去 1 年間で-0.9 % の収益を上げたGerman Trade Distributors業界を上回りました。リターン対市場: OO7過去 1 年間で-2.1 % の収益を上げたGerman市場を上回りました。価格変動Is OO7's price volatile compared to industry and market?OO7 volatilityOO7 Average Weekly Movement4.8%Trade Distributors Industry Average Movement5.3%Market Average Movement5.5%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.8%安定した株価: OO7 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: OO7の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19473,309Koji Kishidawww.yamazen.co.jp株式会社山善は、生産設備、住宅設備・資材、家庭用品を世界中に提供している。FMS、FMCなどの工作機械、産業用ロボット、マシニングセンター、CNC研削盤、CNCフライス盤、放電加工機、ラミネート装置、計測・自動化周辺機器、工作機械アクセサリー、従来型工作機械、射出成形機、レーザー加工機、その他金属板成形加工機などを提供。包装・梱包機器、自動倉庫機器、ピッキング・仕分けシステム、ロボット・CADシステム、モーター・パワートレイン、油圧・空圧機器、省力化機器、自動化機器などの産業用工具・機器、家電製品、インテリア、エクステリア、ガーデニング・アウトドア用品、ヘルスケア・衛生用品、産業用工具、自動車部品などを扱っている。また、厨房機器、調理機器、浴室機器、洗面機器、衛生機器などの建築資材、給湯機器、空調・換気機器、給湯機器、オフィス・住宅機器、介護機器、建設機器、窓枠・構造躯体、配管機器・資材なども提供している。また、販売促進、イベント、PR、メディア広告、マーケティング、住宅情報誌の発行、コンサルティングサービス、傷害・生命保険代理店サービス、倉庫保管・ツアーサービスなども行っている。さらに、企業情報誌、カタログ、企業マニュアル、周年記念誌など各種出版物の編集・制作・印刷、マーケティング・リサーチ、セミナー・展示会の企画・サポート、MROグッズのインターネットポータルサイトの運営も行っている。また、ものづくりを支援するソリューションアドバイザーとして、工作機械の設計・据付・導入後のメンテナンスなどのサポートサービスも提供している。1947年に設立され、大阪に本社を置く。もっと見るYamazen Corporation 基礎のまとめYamazen の収益と売上を時価総額と比較するとどうか。OO7 基礎統計学時価総額€823.84m収益（TTM）€50.26m売上高(TTM)€2.92b16.4xPER（株価収益率0.3xP/SレシオOO7 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計OO7 損益計算書（TTM）収益JP¥541.89b売上原価JP¥458.86b売上総利益JP¥83.03bその他の費用JP¥73.70b収益JP¥9.33b直近の収益報告Mar 31, 2026次回決算日Aug 10, 2026一株当たり利益（EPS）104.13グロス・マージン15.32%純利益率1.72%有利子負債／自己資本比率39.9%OO7 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.3%現在の配当利回り49%配当性向View Valuation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2026/07/08 08:12終値2026/07/08 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Yamazen Corporation 0 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。0
Board Change • Jun 29Less 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. 5 non-independent directors. Independent Outside Director Akiko Ikeda was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 21Full year 2026 earnings released: EPS: JP¥109 (vs JP¥90.63 in FY 2025)Full year 2026 results: EPS: JP¥109 (up from JP¥90.63 in FY 2025). Revenue: JP¥541.9b (up 5.0% from FY 2025). Net income: JP¥9.33b (up 19% from FY 2025). Profit margin: 1.7% (up from 1.5% in FY 2025). The increase in margin was driven by higher revenue.
お知らせ • May 30Yamazen Corporation to Report Q1, 2027 Results on Aug 10, 2026Yamazen Corporation announced that they will report Q1, 2027 results on Aug 10, 2026
Board Change • May 21Less 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. 5 non-independent directors. Independent Outside Director Atsumi Eguchi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 13Yamazen Corporation, Annual General Meeting, Jun 23, 2026Yamazen Corporation, Annual General Meeting, Jun 23, 2026.
お知らせ • May 10Yamazen Corporation to Report Fiscal Year 2026 Results on May 13, 2026Yamazen Corporation announced that they will report fiscal year 2026 results on May 13, 2026
Board Change • Jun 29Less 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. 5 non-independent directors. Independent Outside Director Akiko Ikeda was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 21Full year 2026 earnings released: EPS: JP¥109 (vs JP¥90.63 in FY 2025)Full year 2026 results: EPS: JP¥109 (up from JP¥90.63 in FY 2025). Revenue: JP¥541.9b (up 5.0% from FY 2025). Net income: JP¥9.33b (up 19% from FY 2025). Profit margin: 1.7% (up from 1.5% in FY 2025). The increase in margin was driven by higher revenue.
お知らせ • May 30Yamazen Corporation to Report Q1, 2027 Results on Aug 10, 2026Yamazen Corporation announced that they will report Q1, 2027 results on Aug 10, 2026
Board Change • May 21Less 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. 5 non-independent directors. Independent Outside Director Atsumi Eguchi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 13Yamazen Corporation, Annual General Meeting, Jun 23, 2026Yamazen Corporation, Annual General Meeting, Jun 23, 2026.
お知らせ • May 10Yamazen Corporation to Report Fiscal Year 2026 Results on May 13, 2026Yamazen Corporation announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • Feb 13Yamazen Corporation announced that it expects to receive ¥28.006979 billion in fundingYamazen Corporation announced a private placement to issue Series 1 Unsecured Convertible Bonds for aggregate gross proceeds of ¥28,006,979,000 on February 12, 2026. The bonds will be convertible into common shares at a conversion price of ¥1,543 per share. The transaction has been approved by the board of directors and will include participation from AP PS IV S1, L.P. The transaction is expected to close on March 3, 2026. Issuance expenses related to the transaction amounts to ¥21,000,000 resulting in total net proceeds of ¥27,985,979,000.
お知らせ • Feb 12Yamazen Corporation (TSE:8051) announces an Equity Buyback for 13,000,000 shares, representing 15.18% for ¥15,000 million.Yamazen Corporation (TSE:8051) announces a share repurchase program. Under the program, the company will repurchase up to 13,000,000 shares, representing 15.18% of its issued share capital (excluding treasury stock), for a total purchase price of ¥15,000 million. The purpose of the program is to implement flexible capital policies in response to changes in the business environment, improve capital efficiency, promote the reduction of cross-shareholdings, and ensure shareholder returns. The program will be valid till March 3, 2027. As of December 31, 2025, the company has 85,648,554 issued shares (excluding treasury stock) and 9,656,881 treasury shares.
お知らせ • Feb 06Yamazen Corporation (TSE:8051) signed memorandum of understanding to acquire PT Somagede Indonesia.Yamazen Corporation (TSE:8051) signed memorandum of understanding to acquire PT Somagede Indonesia on February 6, 2026. The sellers are two individuals who sold 78,000 shares. The expected completion of the transaction is March 31, 2026.
お知らせ • Nov 29Yamazen Corporation to Report Q3, 2026 Results on Feb 12, 2026Yamazen Corporation announced that they will report Q3, 2026 results on Feb 12, 2026
お知らせ • Sep 01Yamazen Corporation to Report Q2, 2026 Results on Nov 12, 2025Yamazen Corporation announced that they will report Q2, 2026 results on Nov 12, 2025
お知らせ • May 31Yamazen Corporation to Report Q1, 2026 Results on Aug 08, 2025Yamazen Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 14Yamazen Corporation, Annual General Meeting, Jun 24, 2025Yamazen Corporation, Annual General Meeting, Jun 24, 2025.
お知らせ • Mar 01Yamazen Corporation to Report Fiscal Year 2025 Results on May 14, 2025Yamazen Corporation announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 14, 2025
お知らせ • Nov 30Yamazen Corporation to Report Q3, 2025 Results on Feb 13, 2025Yamazen Corporation announced that they will report Q3, 2025 results on Feb 13, 2025
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.1%).
お知らせ • Aug 27Yamazen Corporation to Report Q2, 2025 Results on Nov 14, 2024Yamazen Corporation announced that they will report Q2, 2025 results on Nov 14, 2024
Buy Or Sell Opportunity • Aug 15Now 20% undervaluedOver the last 90 days, the stock has risen 9.5% to €8.76. The fair value is estimated to be €10.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 10%.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥7.24 (vs JP¥17.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.24 (down from JP¥17.66 in 1Q 2024). Revenue: JP¥118.6b (down 1.2% from 1Q 2024). Net income: JP¥642.0m (down 59% from 1Q 2024). Profit margin: 0.5% (down from 1.3% in 1Q 2024).
お知らせ • Jun 02Yamazen Corporation to Report Q1, 2025 Results on Aug 09, 2024Yamazen Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
New Risk • May 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.3% Last year net profit margin: 2.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.3% net profit margin).
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥73.03 (vs JP¥141 in FY 2023)Full year 2024 results: EPS: JP¥73.03 (down from JP¥141 in FY 2023). Revenue: JP¥506.9b (down 3.9% from FY 2023). Net income: JP¥6.49b (down 48% from FY 2023). Profit margin: 1.3% (down from 2.4% in FY 2023). The decrease in margin was driven by lower revenue.
お知らせ • May 16Yamazen Corporation, Annual General Meeting, Jun 25, 2024Yamazen Corporation, Annual General Meeting, Jun 25, 2024.
お知らせ • May 15Yamazen Corporation (TSE:8051) announces an Equity Buyback for 6,000,000 shares, representing 6.74% for ¥5,000 million.Yamazen Corporation (TSE:8051) announces a share repurchase program. Under the program, the company will repurchase up to 6,000,000 shares, representing 6.74% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to implement flexible capital policies in response to changes in the business environment, improve capital efficiency, promote the reduction of cross-shareholdings, and ensure shareholder returns. The program will be valid till March 31, 2025. As of May 14, 2024, the company has 89,023,382 issued shares (excluding treasury stock) and 6,282,053 treasury shares.
お知らせ • Mar 14Yamazen Corporation to Report Fiscal Year 2024 Results on May 14, 2024Yamazen Corporation announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥20.46 (vs JP¥32.72 in 3Q 2023)Third quarter 2024 results: EPS: JP¥20.46 (down from JP¥32.72 in 3Q 2023). Revenue: JP¥129.5b (down 2.1% from 3Q 2023). Net income: JP¥1.82b (down 38% from 3Q 2023). Profit margin: 1.4% (down from 2.2% in 3Q 2023). The decrease in margin was driven by lower revenue.
お知らせ • Dec 23Yamazen Corporation to Report Q3, 2024 Results on Feb 13, 2024Yamazen Corporation announced that they will report Q3, 2024 results on Feb 13, 2024
Board Change • Dec 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Hirohiko Sumida was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
