Sumitomo Forestry（5F6）株式概要住友林業株式会社は、日本、米国、豪州、中国、インドネシア、ニュージーランド等において、木材建材事業、住宅事業、海外住宅事業、建設・不動産事業、資源・環境事業を展開しています。 詳細5F6 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績2/6財務の健全性4/6配当金3/6報酬株価収益率（ 7.7 x） German市場（ 17.3 x）を下回っています。収益は年間13.43%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が39.2%上昇するだろうとほぼ一致している。 リスク分析負債は営業キャッシュフローで十分にカバーされていない 3.86%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5F6 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€7.000.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04t2016201920222025202620282031Revenue JP¥3.6tEarnings JP¥163.5bAdvancedSet Fair ValueView all narrativesSumitomo Forestry Co., Ltd. 競合他社Hugo BossSymbol: XTRA:BOSSMarket cap: €2.5bEinhell GermanySymbol: XTRA:EINMarket cap: €819.8mtoniesSymbol: DB:TNIEMarket cap: €1.2bOpen House GroupSymbol: TSE:3288Market cap: JP¥996.1b価格と性能株価の高値、安値、推移の概要Sumitomo Forestry過去の株価現在の株価JP¥7.0052週高値JP¥10.9052週安値JP¥6.90ベータ0.561ヶ月の変化-8.50%3ヶ月変化-27.84%1年変化-17.97%3年間の変化2.94%5年間の変化23.53%IPOからの変化119.90%最新ニュースお知らせ • Apr 14Sumitomo Forestry Co., Ltd. to Report Q1, 2026 Results on May 07, 2026Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on May 07, 2026お知らせ • Feb 13+ 4 more updatesSumitomo Forestry Co., Ltd., Annual General Meeting, Mar 27, 2026Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 27, 2026.お知らせ • Jan 31Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others.Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others on January 30, 2026. For the period ending March 31, 2025, Toclas Corporation reported total revenue of ¥25.94 billion and EBIT of ¥461 million. As of March 31, 2025, Toclas Corporation reported total assets of ¥13.87 billion. The expected completion of the transaction is February 27, 2026.お知らせ • Dec 03Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026お知らせ • Sep 02Sumitomo Forestry Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Sumitomo Forestry Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 05Sumitomo Forestry Co., Ltd. to Report Q2, 2025 Results on Aug 07, 2025Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2025 results on Aug 07, 2025最新情報をもっと見るRecent updatesお知らせ • Apr 14Sumitomo Forestry Co., Ltd. to Report Q1, 2026 Results on May 07, 2026Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on May 07, 2026お知らせ • Feb 13+ 4 more updatesSumitomo Forestry Co., Ltd., Annual General Meeting, Mar 27, 2026Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 27, 2026.お知らせ • Jan 31Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others.Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others on January 30, 2026. For the period ending March 31, 2025, Toclas Corporation reported total revenue of ¥25.94 billion and EBIT of ¥461 million. As of March 31, 2025, Toclas Corporation reported total assets of ¥13.87 billion. The expected completion of the transaction is February 27, 2026.お知らせ • Dec 03Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026お知らせ • Sep 02Sumitomo Forestry Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Sumitomo Forestry Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 05Sumitomo Forestry Co., Ltd. to Report Q2, 2025 Results on Aug 07, 2025Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2025 results on Aug 07, 2025お知らせ • May 30Sumitomo Forestry Co., Ltd. Revises Dividend Guidance for the Fiscal Year Ending December 31, 2025Sumitomo Forestry Co., Ltd. revised dividend guidance for the fiscal year ending December 31, 2025. For the full year, the company expects to pay dividend of JPY 91.50 per share compared to JPY 91.00 per share previously forecasted.お知らせ • May 16Sumitomo Forestry Co., Ltd. (TSE:1911) completed the acquisition of 85.19% stake in LeTech Corporation (TSE:3497) from Keystone Partners Co., Ltd., Emerald, LLC and others.Sumitomo Forestry Co., Ltd. (TSE:1911) proposed to acquire 85.19% stake in LeTech Corporation (TSE:3497) from Keystone Partners Co., Ltd., Emerald, LLC and others for ¥6.2 billion on March 28, 2025. A cash consideration of ¥6.18 billion valued at ¥686 per share will be paid by Sumitomo Forestry Co., Ltd. As part of consideration, ¥6.18 billion is paid towards common equity of LeTech Corporation. In case of termination of transaction, seller will pay a termination fee of ¥250 million. Simultaneous to this tender offer, The Transaction consists of a series of procedures (the "Squeeze-out Procedures") with the second tender offer. The transaction is subject to approval of merger agreement by target board and minimum tender. The Board of Directors of LeTech Corporation formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is May 14, 2025. PwC Advisory LLC acted as financial advisor for Sumitomo Forestry Co., Ltd. Anderson Mori & Tomotsune acted as legal advisor for Sumitomo Forestry Co., Ltd. Mori Hamada & Matsumoto LPC acted as legal advisor for LeTech Corporation. Plutus Consulting Co., Ltd. acted as financial advisor for LeTech Corporation. Plutus Consulting Co., Ltd. acted as fairness opinion provider for LeTech Corporation. DC Advisory Japan acted as financial advisor to Sumitomo Forestry Co., Ltd. (TSE:1911). Sumitomo Forestry Co., Ltd. (TSE:1911) completed the acquisition of 85.19% stake in LeTech Corporation (TSE:3497) from Keystone Partners Co., Ltd., Emerald, LLC and others on May 14, 2025. As a result of the first tender offer, 7,290,465 Company shares had been tendered exceeding the minimum number of shares to be purchased resulting in the Offeror acquiring all of those shares.お知らせ • Apr 01Sumitomo Forestry Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Feb 13Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 28, 2025Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 28, 2025.お知らせ • Jan 17Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2024 Results on Feb 13, 2025Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2024 results on Feb 13, 2025New Risk • Nov 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.6% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.6% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.3% average weekly change).Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: JP¥146 (vs JP¥92.78 in 3Q 2023)Third quarter 2024 results: EPS: JP¥146 (up from JP¥92.78 in 3Q 2023). Revenue: JP¥510.9b (up 23% from 3Q 2023). Net income: JP¥29.8b (up 57% from 3Q 2023). Profit margin: 5.8% (up from 4.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables 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 increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 06Sumitomo Forestry Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Sumitomo Forestry Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Declared Dividend • Aug 11Dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 263%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €32.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Consumer Durables industry in Europe. Total returns to shareholders of 125% over the past three years.New Risk • Jul 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. 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. Share price has been volatile over the past 3 months (6.7% average weekly change).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €35.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 146% over the past three years.New Risk • Jun 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. 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. Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).お知らせ • Jun 06Sumitomo Forestry Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €33.20, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.98 per share.Buy Or Sell Opportunity • May 02Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €31.80. The fair value is estimated to be €24.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last year. Earnings per share has grown by 7.6%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 5.4% per annum over the same time period.Reported Earnings • May 01First quarter 2024 earnings released: EPS: JP¥109 (vs JP¥72.07 in 1Q 2023)First quarter 2024 results: EPS: JP¥109 (up from JP¥72.07 in 1Q 2023). Revenue: JP¥453.6b (up 21% from 1Q 2023). Net income: JP¥22.2b (up 54% from 1Q 2023). Profit margin: 4.9% (up from 3.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.Declared Dividend • Apr 11Final dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 27th June 2024 Payment date: 12th September 2024 Dividend yield will be 220%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 31Sumitomo Forestry Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024お知らせ • Feb 16Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 28, 2024Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 28, 2024.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: JP¥506 (vs JP¥544 in FY 2022)Full year 2023 results: EPS: JP¥506 (down from JP¥544 in FY 2022). Revenue: JP¥1.73t (up 3.8% from FY 2022). Net income: JP¥102.5b (down 5.7% from FY 2022). Profit margin: 5.9% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year and the company’s share price has also increased by 15% per year.お知らせ • Dec 28Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥65.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 31 March 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.5%).Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: JP¥92.78 (vs JP¥166 in 3Q 2022)Third quarter 2023 results: EPS: JP¥92.78 (down from JP¥166 in 3Q 2022). Revenue: JP¥416.4b (down 1.7% from 3Q 2022). Net income: JP¥19.0b (down 43% from 3Q 2022). Profit margin: 4.6% (down from 7.8% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.New Risk • Oct 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (0% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).お知らせ • Sep 14Sumitomo Forestry Co., Ltd. to Report Q3, 2023 Results on Oct 31, 2023Sumitomo Forestry Co., Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: JP¥151 (vs JP¥135 in 2Q 2022)Second quarter 2023 results: EPS: JP¥151 (up from JP¥135 in 2Q 2022). Revenue: JP¥440.2b (up 2.6% from 2Q 2022). Net income: JP¥30.4b (up 13% from 2Q 2022). Profit margin: 6.9% (up from 6.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Durables 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 26% per year, which means it is significantly lagging earnings growth.New Risk • Jul 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (137% cash payout ratio). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).Upcoming Dividend • Jun 22Upcoming dividend of JP¥60.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 7.7% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.0%).お知らせ • Jun 07Sumitomo Forestry Co., Ltd. to Report Q2, 2023 Results on Aug 08, 2023Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2023 results on Aug 08, 2023Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: JP¥72.07 (vs JP¥113 in 1Q 2022)First quarter 2023 results: EPS: JP¥72.07 (down from JP¥113 in 1Q 2022). Revenue: JP¥376.3b (up 6.3% from 1Q 2022). Net income: JP¥14.4b (down 36% from 1Q 2022). Profit margin: 3.8% (down from 6.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: JP¥544 (vs JP¥458 in FY 2021)Full year 2022 results: EPS: JP¥544 (up from JP¥458 in FY 2021). Revenue: JP¥1.67t (up 21% from FY 2021). Net income: JP¥108.7b (up 25% from FY 2021). Profit margin: 6.5% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.お知らせ • Feb 16Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 30, 2023Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 30, 2023.Upcoming Dividend • Dec 22Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 5.5%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (4.4%).お知らせ • Dec 06Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2022 Results on Feb 14, 2023Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2022 results on Feb 14, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥166 (vs JP¥167 in 3Q 2021)Third quarter 2022 results: EPS: JP¥166 (down from JP¥167 in 3Q 2021). Revenue: JP¥423.5b (up 1.4% from 3Q 2021). Net income: JP¥33.2b (down 1.0% from 3Q 2021). Profit margin: 7.8% (down from 8.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Durables industry in Germany.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Mitsue Kurihara was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: JP¥166 (vs JP¥167 in 3Q 2021)Third quarter 2022 results: EPS: JP¥166 (down from JP¥167 in 3Q 2021). Revenue: JP¥423.5b (up 1.4% from 3Q 2021). Net income: JP¥33.2b (down 1.0% from 3Q 2021). Profit margin: 7.8% (down from 8.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Durables industry in Germany.お知らせ • Sep 01Sumitomo Forestry Co., Ltd. to Report Q3, 2022 Results on Oct 29, 2022Sumitomo Forestry Co., Ltd. announced that they will report Q3, 2022 results on Oct 29, 2022Reported Earnings • Aug 11Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: JP¥135. Revenue: JP¥428.9b (flat on 2Q 2021). Net income: JP¥27.0b (up JP¥27.0b from 2Q 2021). Profit margin: 6.3% (up from null in 2Q 2021). Over the next year, revenue is forecast to grow 3.1%, compared to a 3.4% growth forecast for the industry in Germany.Upcoming Dividend • Jun 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (3.3%).お知らせ • Jun 02Sumitomo Forestry Co., Ltd. to Report Q2, 2022 Results on Aug 09, 2022Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2022 results on Aug 09, 2022Reported Earnings • Apr 29First quarter 2022 earnings releasedFirst quarter 2022 results: EPS: JP¥113. Revenue: JP¥353.9b (flat on 1Q 2021). Net income: JP¥22.6b (up JP¥22.6b from 1Q 2021). Profit margin: 6.4% (up from null in 1Q 2021). Over the next year, revenue is forecast to grow 5.9%, compared to a 8.4% growth forecast for the industry in Germany.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Mitsue Kurihara was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Mar 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥20.77, 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 grown by 35% per annum over the last 3 years.お知らせ • Mar 03Sumitomo Forestry Co., Ltd. to Report Q1, 2022 Results on Apr 27, 2022Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2022 results on Apr 27, 2022Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥458 (up from JP¥196 in FY 2020). Revenue: JP¥1.39t (up 21% from FY 2020). Net income: JP¥87.2b (up 145% from FY 2020). Profit margin: 6.3% (up from 3.1% in FY 2020). 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 6.9%, compared to a 7.3% growth forecast for the industry in Germany.お知らせ • Feb 16Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 29, 2022Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 29, 2022.Upcoming Dividend • Dec 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.1%).お知らせ • Mar 05Sumitomo Forestry Co., Ltd. to Report Q1, 2021 Results on Apr 30, 2021Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2021 results on Apr 30, 2021Reported Earnings • Feb 18Third quarter 2021 earnings released: EPS JP¥77.91 (vs JP¥55.25 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥313.9b (up 15% from 3Q 2020). Net income: JP¥14.1b (up 41% from 3Q 2020). Profit margin: 4.5% (up from 3.7% in 3Q 2020). The increase in margin was driven by higher revenue.お知らせ • Feb 17Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 30, 2021Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 30, 2021.Is New 90 Day High Low • Feb 10New 90-day high: €17.86The company is up 30% from its price of €13.70 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.32 per share.Upcoming Dividend • Dec 22Upcoming Dividend of JP¥20.00 Per ShareWill be paid on the 24th of June to those who are registered shareholders by the 29th of December. The trailing yield of 1.4% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (2.1%).Is New 90 Day High Low • Dec 18New 90-day high: €15.90The company is up 16% from its price of €13.70 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.65 per share.お知らせ • Dec 05Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2020 Results on Feb 15, 2021Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2020 results on Feb 15, 2021Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥58.07The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥280.4b (down 4.9% from 2Q 2020). Net income: JP¥10.5b (down 12% from 2Q 2020). Profit margin: 3.8% (down from 4.1% in 2Q 2020). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Nov 14New 90-day high: €14.70The company is up 23% from its price of €12.00 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.90 per share.お知らせ • Sep 19Sumitomo Forestry Co., Ltd. to Report Q2, 2020 Results on Nov 12, 2020Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2020 results on Nov 12, 2020株主還元5F6DE Consumer DurablesDE 市場7D-2.1%-4.2%-0.9%1Y-18.0%-16.5%-1.6%株主還元を見る業界別リターン: 5F6過去 1 年間で-16.5 % の収益を上げたGerman Consumer Durables業界を下回りました。リターン対市場: 5F6は、過去 1 年間で-1.6 % のリターンを上げたGerman市場を下回りました。価格変動Is 5F6's price volatile compared to industry and market?5F6 volatility5F6 Average Weekly Movement5.5%Consumer Durables Industry Average Movement5.3%Market Average Movement6.0%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.7%安定した株価: 5F6 、 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: 5F6の 週次ボラティリティ ( 6% ) 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169127,613Toshiro Mitsuyoshisfc.jp住友林業(株)は、日本、米国、豪州、中国、インドネシア、ニュージーランド等において、 木材建材事業、住宅事業、海外住宅・建設・不動産事業、資源環境事業を展開しています。木質建材事業、住宅事業、海外住宅・建設・不動産事業、資源・環境事業のセグメント。木材建材事業」は、原木、チップ、製材品、集成材等の木材と、合板、繊維板、木質建材加工品、窯業建材、金属建材、住設建材等の建材の仕入・製造・加工・販売を行っている。住宅事業」は、戸建住宅・集合住宅等の建築工事の請負・アフターメンテナンス・リフォーム、マンション等の分譲、不動産の賃貸・管理・売買・仲介、住宅の外構・造園工事の請負、都市緑化事業、CAD等、用地調査等を行っている。海外住宅・建設・不動産事業」は、海外分譲マンション等の販売、戸建住宅の建設、集合住宅・複合商業施設の開発、 中大規模建築工事の請負等を行っております。資源・環境事業」は、再生可能エネルギー事業、森林資源事業等を行っている。創業は1691年、本社は千代田区。もっと見るSumitomo Forestry Co., Ltd. 基礎のまとめSumitomo Forestry の収益と売上を時価総額と比較するとどうか。5F6 基礎統計学時価総額€4.29b収益（TTM）€559.50m売上高(TTM)€12.40b7.7xPER（株価収益率0.3xP/Sレシオ5F6 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5F6 損益計算書（TTM）収益JP¥2.29t売上原価JP¥1.77t売上総利益JP¥519.75bその他の費用JP¥416.51b収益JP¥103.24b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）168.84グロス・マージン22.72%純利益率4.51%有利子負債／自己資本比率63.5%5F6 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3.9%現在の配当利回り31%配当性向5F6 配当は確実ですか？5F6 配当履歴とベンチマークを見る5F6 、いつまでに購入すれば配当金を受け取れますか？Sumitomo Forestry 配当日配当落ち日Jun 29 2026配当支払日Sep 08 2026配当落ちまでの日数43 days配当支払日までの日数114 days5F6 配当は確実ですか？5F6 配当履歴とベンチマークを見る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2026/05/15 16:49終値2026/05/15 00:00収益2026/03/31年間収益2025/12/31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Sumitomo Forestry Co., Ltd. 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。14 アナリスト機関Takashi HashimotoBarclaysYoshihiro HashimotoBofA Global ResearchTakashi HashimotoCitigroup Inc11 その他のアナリストを表示
お知らせ • Apr 14Sumitomo Forestry Co., Ltd. to Report Q1, 2026 Results on May 07, 2026Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on May 07, 2026
お知らせ • Feb 13+ 4 more updatesSumitomo Forestry Co., Ltd., Annual General Meeting, Mar 27, 2026Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 27, 2026.
お知らせ • Jan 31Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others.Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others on January 30, 2026. For the period ending March 31, 2025, Toclas Corporation reported total revenue of ¥25.94 billion and EBIT of ¥461 million. As of March 31, 2025, Toclas Corporation reported total assets of ¥13.87 billion. The expected completion of the transaction is February 27, 2026.
お知らせ • Dec 03Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026
お知らせ • Sep 02Sumitomo Forestry Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Sumitomo Forestry Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 05Sumitomo Forestry Co., Ltd. to Report Q2, 2025 Results on Aug 07, 2025Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2025 results on Aug 07, 2025
お知らせ • Apr 14Sumitomo Forestry Co., Ltd. to Report Q1, 2026 Results on May 07, 2026Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on May 07, 2026
お知らせ • Feb 13+ 4 more updatesSumitomo Forestry Co., Ltd., Annual General Meeting, Mar 27, 2026Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 27, 2026.
お知らせ • Jan 31Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others.Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others on January 30, 2026. For the period ending March 31, 2025, Toclas Corporation reported total revenue of ¥25.94 billion and EBIT of ¥461 million. As of March 31, 2025, Toclas Corporation reported total assets of ¥13.87 billion. The expected completion of the transaction is February 27, 2026.
お知らせ • Dec 03Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026
お知らせ • Sep 02Sumitomo Forestry Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Sumitomo Forestry Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 05Sumitomo Forestry Co., Ltd. to Report Q2, 2025 Results on Aug 07, 2025Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2025 results on Aug 07, 2025
お知らせ • May 30Sumitomo Forestry Co., Ltd. Revises Dividend Guidance for the Fiscal Year Ending December 31, 2025Sumitomo Forestry Co., Ltd. revised dividend guidance for the fiscal year ending December 31, 2025. For the full year, the company expects to pay dividend of JPY 91.50 per share compared to JPY 91.00 per share previously forecasted.
お知らせ • May 16Sumitomo Forestry Co., Ltd. (TSE:1911) completed the acquisition of 85.19% stake in LeTech Corporation (TSE:3497) from Keystone Partners Co., Ltd., Emerald, LLC and others.Sumitomo Forestry Co., Ltd. (TSE:1911) proposed to acquire 85.19% stake in LeTech Corporation (TSE:3497) from Keystone Partners Co., Ltd., Emerald, LLC and others for ¥6.2 billion on March 28, 2025. A cash consideration of ¥6.18 billion valued at ¥686 per share will be paid by Sumitomo Forestry Co., Ltd. As part of consideration, ¥6.18 billion is paid towards common equity of LeTech Corporation. In case of termination of transaction, seller will pay a termination fee of ¥250 million. Simultaneous to this tender offer, The Transaction consists of a series of procedures (the "Squeeze-out Procedures") with the second tender offer. The transaction is subject to approval of merger agreement by target board and minimum tender. The Board of Directors of LeTech Corporation formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is May 14, 2025. PwC Advisory LLC acted as financial advisor for Sumitomo Forestry Co., Ltd. Anderson Mori & Tomotsune acted as legal advisor for Sumitomo Forestry Co., Ltd. Mori Hamada & Matsumoto LPC acted as legal advisor for LeTech Corporation. Plutus Consulting Co., Ltd. acted as financial advisor for LeTech Corporation. Plutus Consulting Co., Ltd. acted as fairness opinion provider for LeTech Corporation. DC Advisory Japan acted as financial advisor to Sumitomo Forestry Co., Ltd. (TSE:1911). Sumitomo Forestry Co., Ltd. (TSE:1911) completed the acquisition of 85.19% stake in LeTech Corporation (TSE:3497) from Keystone Partners Co., Ltd., Emerald, LLC and others on May 14, 2025. As a result of the first tender offer, 7,290,465 Company shares had been tendered exceeding the minimum number of shares to be purchased resulting in the Offeror acquiring all of those shares.
お知らせ • Apr 01Sumitomo Forestry Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Feb 13Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 28, 2025Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 28, 2025.
お知らせ • Jan 17Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2024 Results on Feb 13, 2025Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2024 results on Feb 13, 2025
New Risk • Nov 01New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.6% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.6% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.3% average weekly change).
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: JP¥146 (vs JP¥92.78 in 3Q 2023)Third quarter 2024 results: EPS: JP¥146 (up from JP¥92.78 in 3Q 2023). Revenue: JP¥510.9b (up 23% from 3Q 2023). Net income: JP¥29.8b (up 57% from 3Q 2023). Profit margin: 5.8% (up from 4.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables 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 increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 06Sumitomo Forestry Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Sumitomo Forestry Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Declared Dividend • Aug 11Dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 263%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €32.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Consumer Durables industry in Europe. Total returns to shareholders of 125% over the past three years.
New Risk • Jul 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. 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. Share price has been volatile over the past 3 months (6.7% average weekly change).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €35.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 146% over the past three years.
New Risk • Jun 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. 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. Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
お知らせ • Jun 06Sumitomo Forestry Co., Ltd. to Report Q2, 2024 Results on Aug 08, 2024Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2024 results on Aug 08, 2024
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €33.20, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.98 per share.
Buy Or Sell Opportunity • May 02Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €31.80. The fair value is estimated to be €24.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last year. Earnings per share has grown by 7.6%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 5.4% per annum over the same time period.
Reported Earnings • May 01First quarter 2024 earnings released: EPS: JP¥109 (vs JP¥72.07 in 1Q 2023)First quarter 2024 results: EPS: JP¥109 (up from JP¥72.07 in 1Q 2023). Revenue: JP¥453.6b (up 21% from 1Q 2023). Net income: JP¥22.2b (up 54% from 1Q 2023). Profit margin: 4.9% (up from 3.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.
Declared Dividend • Apr 11Final dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 27th June 2024 Payment date: 12th September 2024 Dividend yield will be 220%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 31Sumitomo Forestry Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
お知らせ • Feb 16Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 28, 2024Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 28, 2024.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: JP¥506 (vs JP¥544 in FY 2022)Full year 2023 results: EPS: JP¥506 (down from JP¥544 in FY 2022). Revenue: JP¥1.73t (up 3.8% from FY 2022). Net income: JP¥102.5b (down 5.7% from FY 2022). Profit margin: 5.9% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year and the company’s share price has also increased by 15% per year.
お知らせ • Dec 28Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥65.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 31 March 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.5%).
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: JP¥92.78 (vs JP¥166 in 3Q 2022)Third quarter 2023 results: EPS: JP¥92.78 (down from JP¥166 in 3Q 2022). Revenue: JP¥416.4b (down 1.7% from 3Q 2022). Net income: JP¥19.0b (down 43% from 3Q 2022). Profit margin: 4.6% (down from 7.8% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (0% payout ratio). Share price has been volatile over the past 3 months (6.2% average weekly change). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
お知らせ • Sep 14Sumitomo Forestry Co., Ltd. to Report Q3, 2023 Results on Oct 31, 2023Sumitomo Forestry Co., Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: JP¥151 (vs JP¥135 in 2Q 2022)Second quarter 2023 results: EPS: JP¥151 (up from JP¥135 in 2Q 2022). Revenue: JP¥440.2b (up 2.6% from 2Q 2022). Net income: JP¥30.4b (up 13% from 2Q 2022). Profit margin: 6.9% (up from 6.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Durables 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 26% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (137% cash payout ratio). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
Upcoming Dividend • Jun 22Upcoming dividend of JP¥60.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 7.7% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.0%).
お知らせ • Jun 07Sumitomo Forestry Co., Ltd. to Report Q2, 2023 Results on Aug 08, 2023Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2023 results on Aug 08, 2023
Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: JP¥72.07 (vs JP¥113 in 1Q 2022)First quarter 2023 results: EPS: JP¥72.07 (down from JP¥113 in 1Q 2022). Revenue: JP¥376.3b (up 6.3% from 1Q 2022). Net income: JP¥14.4b (down 36% from 1Q 2022). Profit margin: 3.8% (down from 6.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: JP¥544 (vs JP¥458 in FY 2021)Full year 2022 results: EPS: JP¥544 (up from JP¥458 in FY 2021). Revenue: JP¥1.67t (up 21% from FY 2021). Net income: JP¥108.7b (up 25% from FY 2021). Profit margin: 6.5% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.
お知らせ • Feb 16Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 30, 2023Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 30, 2023.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 5.5%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (4.4%).
お知らせ • Dec 06Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2022 Results on Feb 14, 2023Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2022 results on Feb 14, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥166 (vs JP¥167 in 3Q 2021)Third quarter 2022 results: EPS: JP¥166 (down from JP¥167 in 3Q 2021). Revenue: JP¥423.5b (up 1.4% from 3Q 2021). Net income: JP¥33.2b (down 1.0% from 3Q 2021). Profit margin: 7.8% (down from 8.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Durables industry in Germany.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Mitsue Kurihara was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: JP¥166 (vs JP¥167 in 3Q 2021)Third quarter 2022 results: EPS: JP¥166 (down from JP¥167 in 3Q 2021). Revenue: JP¥423.5b (up 1.4% from 3Q 2021). Net income: JP¥33.2b (down 1.0% from 3Q 2021). Profit margin: 7.8% (down from 8.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Durables industry in Germany.
お知らせ • Sep 01Sumitomo Forestry Co., Ltd. to Report Q3, 2022 Results on Oct 29, 2022Sumitomo Forestry Co., Ltd. announced that they will report Q3, 2022 results on Oct 29, 2022
Reported Earnings • Aug 11Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: JP¥135. Revenue: JP¥428.9b (flat on 2Q 2021). Net income: JP¥27.0b (up JP¥27.0b from 2Q 2021). Profit margin: 6.3% (up from null in 2Q 2021). Over the next year, revenue is forecast to grow 3.1%, compared to a 3.4% growth forecast for the industry in Germany.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (3.3%).
お知らせ • Jun 02Sumitomo Forestry Co., Ltd. to Report Q2, 2022 Results on Aug 09, 2022Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2022 results on Aug 09, 2022
Reported Earnings • Apr 29First quarter 2022 earnings releasedFirst quarter 2022 results: EPS: JP¥113. Revenue: JP¥353.9b (flat on 1Q 2021). Net income: JP¥22.6b (up JP¥22.6b from 1Q 2021). Profit margin: 6.4% (up from null in 1Q 2021). Over the next year, revenue is forecast to grow 5.9%, compared to a 8.4% growth forecast for the industry in Germany.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Mitsue Kurihara was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Mar 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥20.77, 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 grown by 35% per annum over the last 3 years.
お知らせ • Mar 03Sumitomo Forestry Co., Ltd. to Report Q1, 2022 Results on Apr 27, 2022Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2022 results on Apr 27, 2022
Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥458 (up from JP¥196 in FY 2020). Revenue: JP¥1.39t (up 21% from FY 2020). Net income: JP¥87.2b (up 145% from FY 2020). Profit margin: 6.3% (up from 3.1% in FY 2020). 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 6.9%, compared to a 7.3% growth forecast for the industry in Germany.
お知らせ • Feb 16Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 29, 2022Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 29, 2022.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.1%).
お知らせ • Mar 05Sumitomo Forestry Co., Ltd. to Report Q1, 2021 Results on Apr 30, 2021Sumitomo Forestry Co., Ltd. announced that they will report Q1, 2021 results on Apr 30, 2021
Reported Earnings • Feb 18Third quarter 2021 earnings released: EPS JP¥77.91 (vs JP¥55.25 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥313.9b (up 15% from 3Q 2020). Net income: JP¥14.1b (up 41% from 3Q 2020). Profit margin: 4.5% (up from 3.7% in 3Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Feb 17Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 30, 2021Sumitomo Forestry Co., Ltd., Annual General Meeting, Mar 30, 2021.
Is New 90 Day High Low • Feb 10New 90-day high: €17.86The company is up 30% from its price of €13.70 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.32 per share.
Upcoming Dividend • Dec 22Upcoming Dividend of JP¥20.00 Per ShareWill be paid on the 24th of June to those who are registered shareholders by the 29th of December. The trailing yield of 1.4% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (2.1%).
Is New 90 Day High Low • Dec 18New 90-day high: €15.90The company is up 16% from its price of €13.70 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.65 per share.
お知らせ • Dec 05Sumitomo Forestry Co., Ltd. to Report Fiscal Year 2020 Results on Feb 15, 2021Sumitomo Forestry Co., Ltd. announced that they will report fiscal year 2020 results on Feb 15, 2021
Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥58.07The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥280.4b (down 4.9% from 2Q 2020). Net income: JP¥10.5b (down 12% from 2Q 2020). Profit margin: 3.8% (down from 4.1% in 2Q 2020). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Nov 14New 90-day high: €14.70The company is up 23% from its price of €12.00 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.90 per share.
お知らせ • Sep 19Sumitomo Forestry Co., Ltd. to Report Q2, 2020 Results on Nov 12, 2020Sumitomo Forestry Co., Ltd. announced that they will report Q2, 2020 results on Nov 12, 2020
