Sekisui House（SPH1）株式概要積水ハウス株式会社は、戸建注文住宅の設計・施工・請負を国内外で行っています。 詳細SPH1 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績4/6財務の健全性3/6配当金5/6報酬株価収益率（ 9.3 x） German市場（ 16.9 x）を下回っています。収益は年間6.16%増加すると予測されています 過去1年間で収益は6.6%増加しました 4.35%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 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 すべてのリスクチェックを見るSPH1 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€17.7925.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05t2016201920222025202620282031Revenue JP¥5.2tEarnings JP¥289.0bAdvancedSet Fair ValueView all narrativesSekisui House, Ltd. 競合他社adidasSymbol: XTRA:ADSMarket cap: €27.1bHugo BossSymbol: XTRA:BOSSMarket cap: €2.5bToll BrothersSymbol: NYSE:TOLMarket cap: US$12.6bEinhell GermanySymbol: XTRA:EINMarket cap: €816.4m価格と性能株価の高値、安値、推移の概要Sekisui House過去の株価現在の株価JP¥17.7952週高値JP¥21.0052週安値JP¥17.30ベータ0.291ヶ月の変化-0.36%3ヶ月変化-12.82%1年変化-8.79%3年間の変化-6.39%5年間の変化4.62%IPOからの変化223.36%最新ニュースDeclared Dividend • May 21Final dividend of JP¥72.00 announcedShareholders will receive a dividend of JP¥72.00. Ex-date: 30th July 2026 Payment date: 30th September 2026 Dividend yield will be 406%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. 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 • May 06Sekisui House, Ltd. to Report Q1, 2027 Results on Jun 04, 2026Sekisui House, Ltd. announced that they will report Q1, 2027 results on Jun 04, 2026お知らせ • Mar 05Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026.お知らせ • Oct 23Sekisui House, Ltd. to Report Q3, 2026 Results on Dec 04, 2025Sekisui House, Ltd. announced that they will report Q3, 2026 results on Dec 04, 2025お知らせ • Jul 25Sekisui House, Ltd. to Report Q2, 2026 Results on Sep 04, 2025Sekisui House, Ltd. announced that they will report Q2, 2026 results on Sep 04, 2025お知らせ • Apr 24Sekisui House, Ltd. to Report Q1, 2026 Results on Jun 05, 2025Sekisui House, Ltd. announced that they will report Q1, 2026 results on Jun 05, 2025最新情報をもっと見るRecent updatesDeclared Dividend • May 21Final dividend of JP¥72.00 announcedShareholders will receive a dividend of JP¥72.00. Ex-date: 30th July 2026 Payment date: 30th September 2026 Dividend yield will be 406%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. 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 • May 06Sekisui House, Ltd. to Report Q1, 2027 Results on Jun 04, 2026Sekisui House, Ltd. announced that they will report Q1, 2027 results on Jun 04, 2026お知らせ • Mar 05Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026.お知らせ • Oct 23Sekisui House, Ltd. to Report Q3, 2026 Results on Dec 04, 2025Sekisui House, Ltd. announced that they will report Q3, 2026 results on Dec 04, 2025お知らせ • Jul 25Sekisui House, Ltd. to Report Q2, 2026 Results on Sep 04, 2025Sekisui House, Ltd. announced that they will report Q2, 2026 results on Sep 04, 2025お知らせ • Apr 24Sekisui House, Ltd. to Report Q1, 2026 Results on Jun 05, 2025Sekisui House, Ltd. announced that they will report Q1, 2026 results on Jun 05, 2025お知らせ • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025.お知らせ • Jan 24Sekisui House, Ltd. to Report Fiscal Year 2025 Results on Mar 06, 2025Sekisui House, Ltd. announced that they will report fiscal year 2025 results on Mar 06, 2025お知らせ • Dec 05+ 1 more updateSekisui House, Ltd. Provides Consolidated Earning Guidance for the Fiscal Year Ending January 31, 2025Sekisui House, Ltd. provided consolidated earning guidance for the Fiscal Year Ending January 31, 2025. For the year, the company expects Net sales of JPY 4,000,000 million; Operating profit of JPY 320,000 million; Profit attributable to owners of parent of JPY 209,000 million; basic earnings per share of JPY 322.56.お知らせ • Oct 26Sekisui House, Ltd. to Report Q3, 2025 Results on Dec 05, 2024Sekisui House, Ltd. announced that they will report Q3, 2025 results on Dec 05, 2024Declared Dividend • Sep 08First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th January 2025 Payment date: 28th April 2025 Dividend yield will be 270%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: JP¥112 (vs JP¥77.04 in 2Q 2024)Second quarter 2025 results: EPS: JP¥112 (up from JP¥77.04 in 2Q 2024). Revenue: JP¥1.08t (up 44% from 2Q 2024). Net income: JP¥72.6b (up 44% from 2Q 2024). Profit margin: 6.7% (in line with 2Q 2024). Revenue is forecast to grow 7.9% 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 14% per year whereas the company’s share price has increased by 11% per year.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €18.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Consumer Durables industry in Europe. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.45 per share.お知らせ • Jul 25Sekisui House, Ltd. to Report Q2, 2025 Results on Sep 05, 2024Sekisui House, Ltd. announced that they will report Q2, 2025 results on Sep 05, 2024Upcoming Dividend • Jul 23Upcoming dividend of JP¥64.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.0%).Reported Earnings • Jun 09First quarter 2025 earnings released: EPS: JP¥77.83 (vs JP¥63.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥77.83 (up from JP¥63.33 in 1Q 2024). Revenue: JP¥777.1b (up 9.7% from 1Q 2024). Net income: JP¥50.4b (up 20% from 1Q 2024). Profit margin: 6.5% (up from 5.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% 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 14% per year whereas the company’s share price has increased by 10% per year.Declared Dividend • May 26Final dividend of JP¥62.00 announcedShareholders will receive a dividend of JP¥62.00. Ex-date: 30th July 2024 Payment date: 30th September 2024 Dividend yield will be 297%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 02Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million.Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million on May 1, 2024. Under the terms, Maruenu will pay ¥442,000,800 to acquire 3,877,200 shares in Japan Power Fastening. The transaction is expected to close on May 9, 2024.お知らせ • Apr 27Sekisui House, Ltd. to Report Q1, 2025 Results on Jun 06, 2024Sekisui House, Ltd. announced that they will report Q1, 2025 results on Jun 06, 2024お知らせ • Mar 09Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024.Reported Earnings • Mar 08Full year 2024 earnings released: EPS: JP¥309 (vs JP¥277 in FY 2023)Full year 2024 results: EPS: JP¥309 (up from JP¥277 in FY 2023). Revenue: JP¥3.11t (up 6.1% from FY 2023). Net income: JP¥202.3b (up 9.6% from FY 2023). Profit margin: 6.5% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% 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 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 26Sekisui House, Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2024Sekisui House, Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2024Upcoming Dividend • Jan 23Upcoming dividend of JP¥59.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.5%).Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: JP¥76.04 (vs JP¥68.93 in 3Q 2023)Third quarter 2024 results: EPS: JP¥76.04 (up from JP¥68.93 in 3Q 2023). Revenue: JP¥727.1b (up 2.9% from 3Q 2023). Net income: JP¥49.4b (up 8.0% from 3Q 2023). Profit margin: 6.8% (up from 6.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% 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 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 27Sekisui House, Ltd. to Report Q3, 2024 Results on Dec 07, 2023Sekisui House, Ltd. announced that they will report Q3, 2024 results on Dec 07, 2023Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: JP¥77.04 (vs JP¥69.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥77.04 (up from JP¥69.62 in 2Q 2023). Revenue: JP¥754.2b (up 11% from 2Q 2023). Net income: JP¥50.6b (up 8.5% from 2Q 2023). Profit margin: 6.7% (down from 6.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26Sekisui House, Ltd. to Report Q2, 2024 Results on Sep 07, 2023Sekisui House, Ltd. announced that they will report Q2, 2024 results on Sep 07, 2023Upcoming Dividend • Jul 21Upcoming dividend of JP¥59.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).Reported Earnings • Jun 09First quarter 2024 earnings released: EPS: JP¥63.33 (vs JP¥85.40 in 1Q 2023)First quarter 2024 results: EPS: JP¥63.33 (down from JP¥85.40 in 1Q 2023). Revenue: JP¥708.3b (down 4.8% from 1Q 2023). Net income: JP¥41.9b (down 27% from 1Q 2023). Profit margin: 5.9% (down from 7.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 10Full year 2023 earnings released: EPS: JP¥277 (vs JP¥227 in FY 2022)Full year 2023 results: EPS: JP¥277 (up from JP¥227 in FY 2022). Revenue: JP¥2.93t (up 13% from FY 2022). Net income: JP¥184.5b (up 20% from FY 2022). Profit margin: 6.3% (up from 5.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% 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 15% per year whereas the company’s share price has increased by 10% per year.お知らせ • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2023 Results on Mar 09, 2023Sekisui House, Ltd. announced that they will report fiscal year 2023 results on Mar 09, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (4.2%).Reported Earnings • Dec 10Third quarter 2023 earnings released: EPS: JP¥68.93 (vs JP¥64.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥68.93 (up from JP¥64.20 in 3Q 2022). Revenue: JP¥706.4b (up 14% from 3Q 2022). Net income: JP¥45.7b (up 5.5% from 3Q 2022). Profit margin: 6.5% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Shinichi Abe was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 11Second quarter 2023 earnings released: EPS: JP¥69.62 (vs JP¥53.70 in 2Q 2022)Second quarter 2023 results: EPS: JP¥69.62 (up from JP¥53.70 in 2Q 2022). Revenue: JP¥680.0b (up 11% from 2Q 2022). Net income: JP¥46.6b (up 28% from 2Q 2022). Profit margin: 6.9% (up from 5.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% 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 • Jul 21Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (3.7%).Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥85.40 (vs JP¥53.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥85.40 (up from JP¥53.20 in 1Q 2022). Revenue: JP¥743.7b (up 22% from 1Q 2022). Net income: JP¥57.5b (up 59% from 1Q 2022). Profit margin: 7.7% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.5%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.Board Change • Apr 27Less 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. 8 non-independent directors. Independent Outside Director Satoshi Tanaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 12Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥227 (up from JP¥181 in FY 2021). Revenue: JP¥2.59t (up 5.8% from FY 2021). Net income: JP¥153.9b (up 25% from FY 2021). Profit margin: 5.9% (up from 5.0% in FY 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 3.5%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jan 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.0%).Reported Earnings • Dec 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥64.20 (up from JP¥43.31 in 3Q 2021). Revenue: JP¥621.2b (up 3.4% from 3Q 2021). Net income: JP¥43.3b (up 47% from 3Q 2021). Profit margin: 7.0% (up from 4.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 4.4%, compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS JP¥53.70 (vs JP¥42.25 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥615.0b (up 7.9% from 2Q 2021). Net income: JP¥36.4b (up 26% from 2Q 2021). Profit margin: 5.9% (up from 5.1% 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 12% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 22Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 30 September 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).Reported Earnings • Jun 15First quarter 2022 earnings released: EPS JP¥53.20 (vs JP¥44.85 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥608.6b (up 1.8% from 1Q 2021). Net income: JP¥36.2b (up 18% from 1Q 2021). Profit margin: 5.9% (up from 5.1% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.お知らせ • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021.Reported Earnings • Mar 05Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 4.2%, compared to a 8.5% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Feb 27New 90-day low: €15.10The company is down 2.0% from its price of €15.40 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also 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 €17.46 per share.お知らせ • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2021 Results on Mar 04, 2021Sekisui House, Ltd. announced that they will report fiscal year 2021 results on Mar 04, 2021Is New 90 Day High Low • Jan 13New 90-day high: €17.10The company is up 22% from its price of €14.00 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.63 per share.Is New 90 Day High Low • Dec 29New 90-day high: €16.60The company is up 11% from its price of €15.00 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.12 per share.Reported Earnings • Dec 17Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.Analyst Estimate Surprise Post Earnings • Dec 17Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.5%, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Dec 09Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.Analyst Estimate Surprise Post Earnings • Dec 09Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.3%, compared to a 3.9% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Dec 09New 90-day high: €16.50The company is up 1.0% from its price of €16.40 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.35 per share.Is New 90 Day High Low • Sep 30New 90-day low: €15.00The company is down 9.0% from its price of €16.50 on 02 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.96 per share.お知らせ • Jul 26Sekisui House, Ltd. to Report Q2, 2021 Results on Sep 10, 2020Sekisui House, Ltd. announced that they will report Q2, 2021 results on Sep 10, 2020株主還元SPH1DE Consumer DurablesDE 市場7D-1.8%-0.2%3.2%1Y-8.8%-17.4%2.5%株主還元を見る業界別リターン: SPH1過去 1 年間で-17.4 % の収益を上げたGerman Consumer Durables業界を上回りました。リターン対市場: SPH1は、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is SPH1's price volatile compared to industry and market?SPH1 volatilitySPH1 Average Weekly Movement3.4%Consumer Durables Industry Average Movement5.3%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: SPH1 、 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: SPH1の 週次ボラティリティ ( 3% ) 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192932,186Yoshihiro Nakaiwww.sekisuihouse.co.jp積水ハウス株式会社は、国内外において戸建注文住宅の設計・施工・請負を行っている。戸建住宅事業、賃貸住宅・商業ビル事業、建築・土木事業、賃貸住宅管理事業、リフォーム事業、開発事業、海外事業を行っている。賃貸住宅・オフィスビル・商業ビル等の設計・施工・請負・販売、土木工事の設計・施工・請負、賃貸住宅等の賃貸・管理業務、戸建住宅・賃貸住宅等のリフォーム、不動産仲介、マンションの開発・分譲・管理、オフィスビル・ホテル・賃貸マンション等の開発・管理・運営、宅地の開発・分譲等を行っている。その他、大工工事、左官工事、コンクリート工事、屋根工事、電気工事、ガラス工事、経営コンサルタント、家具・インテリア・家電・住設・医療機器・日用雑貨の仕入・販売、土地測量・地質調査、建設資材の製造・販売、廃棄物の収集・運搬・処分・リサイクル；コンピューターソフトウェア・情報処理システムの開発・賃貸、老人ホーム・スポーツ施設・研修所・飲食店・宿泊施設・スタンド・カルチャーセンターの経営、貨物自動車運送業・倉庫業・警備業、金銭の貸付・債務の保証・動産の賃貸、有価証券の資産管理、広告代理業・損害保険代理業、福利厚生施設・職業能力開発施設の運営。積水ハウス株式会社は1929年に設立され、北区に本社を置く。もっと見るSekisui House, Ltd. 基礎のまとめSekisui House の収益と売上を時価総額と比較するとどうか。SPH1 基礎統計学時価総額€11.71b収益（TTM）€1.26b売上高(TTM)€22.72b9.3xPER（株価収益率0.5xP/SレシオSPH1 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SPH1 損益計算書（TTM）収益JP¥4.20t売上原価JP¥3.36t売上総利益JP¥839.82bその他の費用JP¥607.72b収益JP¥232.10b直近の収益報告Jan 31, 2026次回決算日Jun 04, 2026一株当たり利益（EPS）358.04グロス・マージン20.01%純利益率5.53%有利子負債／自己資本比率84.5%SPH1 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4.3%現在の配当利回り40%配当性向SPH1 配当は確実ですか？SPH1 配当履歴とベンチマークを見るSPH1 、いつまでに購入すれば配当金を受け取れますか？Sekisui House 配当日配当落ち日Jul 30 2026配当支払日Sep 30 2026配当落ちまでの日数66 days配当支払日までの日数128 daysSPH1 配当は確実ですか？SPH1 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2026/05/24 20:46終値2026/05/22 00:00収益2026/01/31年間収益2026/01/31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Sekisui House, Ltd. 9 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。21 アナリスト機関Takashi HashimotoBarclaysTakumi KasaiBofA Global ResearchMasashi MikiCitigroup Inc18 その他のアナリストを表示
Declared Dividend • May 21Final dividend of JP¥72.00 announcedShareholders will receive a dividend of JP¥72.00. Ex-date: 30th July 2026 Payment date: 30th September 2026 Dividend yield will be 406%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. 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 • May 06Sekisui House, Ltd. to Report Q1, 2027 Results on Jun 04, 2026Sekisui House, Ltd. announced that they will report Q1, 2027 results on Jun 04, 2026
お知らせ • Mar 05Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026.
お知らせ • Oct 23Sekisui House, Ltd. to Report Q3, 2026 Results on Dec 04, 2025Sekisui House, Ltd. announced that they will report Q3, 2026 results on Dec 04, 2025
お知らせ • Jul 25Sekisui House, Ltd. to Report Q2, 2026 Results on Sep 04, 2025Sekisui House, Ltd. announced that they will report Q2, 2026 results on Sep 04, 2025
お知らせ • Apr 24Sekisui House, Ltd. to Report Q1, 2026 Results on Jun 05, 2025Sekisui House, Ltd. announced that they will report Q1, 2026 results on Jun 05, 2025
Declared Dividend • May 21Final dividend of JP¥72.00 announcedShareholders will receive a dividend of JP¥72.00. Ex-date: 30th July 2026 Payment date: 30th September 2026 Dividend yield will be 406%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. 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 • May 06Sekisui House, Ltd. to Report Q1, 2027 Results on Jun 04, 2026Sekisui House, Ltd. announced that they will report Q1, 2027 results on Jun 04, 2026
お知らせ • Mar 05Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026Sekisui House, Ltd., Annual General Meeting, Apr 23, 2026.
お知らせ • Oct 23Sekisui House, Ltd. to Report Q3, 2026 Results on Dec 04, 2025Sekisui House, Ltd. announced that they will report Q3, 2026 results on Dec 04, 2025
お知らせ • Jul 25Sekisui House, Ltd. to Report Q2, 2026 Results on Sep 04, 2025Sekisui House, Ltd. announced that they will report Q2, 2026 results on Sep 04, 2025
お知らせ • Apr 24Sekisui House, Ltd. to Report Q1, 2026 Results on Jun 05, 2025Sekisui House, Ltd. announced that they will report Q1, 2026 results on Jun 05, 2025
お知らせ • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025Sekisui House, Ltd., Annual General Meeting, Apr 23, 2025.
お知らせ • Jan 24Sekisui House, Ltd. to Report Fiscal Year 2025 Results on Mar 06, 2025Sekisui House, Ltd. announced that they will report fiscal year 2025 results on Mar 06, 2025
お知らせ • Dec 05+ 1 more updateSekisui House, Ltd. Provides Consolidated Earning Guidance for the Fiscal Year Ending January 31, 2025Sekisui House, Ltd. provided consolidated earning guidance for the Fiscal Year Ending January 31, 2025. For the year, the company expects Net sales of JPY 4,000,000 million; Operating profit of JPY 320,000 million; Profit attributable to owners of parent of JPY 209,000 million; basic earnings per share of JPY 322.56.
お知らせ • Oct 26Sekisui House, Ltd. to Report Q3, 2025 Results on Dec 05, 2024Sekisui House, Ltd. announced that they will report Q3, 2025 results on Dec 05, 2024
Declared Dividend • Sep 08First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th January 2025 Payment date: 28th April 2025 Dividend yield will be 270%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 06Second quarter 2025 earnings released: EPS: JP¥112 (vs JP¥77.04 in 2Q 2024)Second quarter 2025 results: EPS: JP¥112 (up from JP¥77.04 in 2Q 2024). Revenue: JP¥1.08t (up 44% from 2Q 2024). Net income: JP¥72.6b (up 44% from 2Q 2024). Profit margin: 6.7% (in line with 2Q 2024). Revenue is forecast to grow 7.9% 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 14% per year whereas the company’s share price has increased by 11% per year.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €18.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Consumer Durables industry in Europe. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.45 per share.
お知らせ • Jul 25Sekisui House, Ltd. to Report Q2, 2025 Results on Sep 05, 2024Sekisui House, Ltd. announced that they will report Q2, 2025 results on Sep 05, 2024
Upcoming Dividend • Jul 23Upcoming dividend of JP¥64.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.0%).
Reported Earnings • Jun 09First quarter 2025 earnings released: EPS: JP¥77.83 (vs JP¥63.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥77.83 (up from JP¥63.33 in 1Q 2024). Revenue: JP¥777.1b (up 9.7% from 1Q 2024). Net income: JP¥50.4b (up 20% from 1Q 2024). Profit margin: 6.5% (up from 5.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% 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 14% per year whereas the company’s share price has increased by 10% per year.
Declared Dividend • May 26Final dividend of JP¥62.00 announcedShareholders will receive a dividend of JP¥62.00. Ex-date: 30th July 2024 Payment date: 30th September 2024 Dividend yield will be 297%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 02Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million.Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. (TSE:5950) from Sekisui House, Ltd. (TSE:1928) for approximately ¥440 million on May 1, 2024. Under the terms, Maruenu will pay ¥442,000,800 to acquire 3,877,200 shares in Japan Power Fastening. The transaction is expected to close on May 9, 2024.
お知らせ • Apr 27Sekisui House, Ltd. to Report Q1, 2025 Results on Jun 06, 2024Sekisui House, Ltd. announced that they will report Q1, 2025 results on Jun 06, 2024
お知らせ • Mar 09Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024Sekisui House, Ltd., Annual General Meeting, Apr 25, 2024.
Reported Earnings • Mar 08Full year 2024 earnings released: EPS: JP¥309 (vs JP¥277 in FY 2023)Full year 2024 results: EPS: JP¥309 (up from JP¥277 in FY 2023). Revenue: JP¥3.11t (up 6.1% from FY 2023). Net income: JP¥202.3b (up 9.6% from FY 2023). Profit margin: 6.5% (up from 6.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% 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 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 26Sekisui House, Ltd. to Report Fiscal Year 2024 Results on Mar 07, 2024Sekisui House, Ltd. announced that they will report fiscal year 2024 results on Mar 07, 2024
Upcoming Dividend • Jan 23Upcoming dividend of JP¥59.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.5%).
Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: JP¥76.04 (vs JP¥68.93 in 3Q 2023)Third quarter 2024 results: EPS: JP¥76.04 (up from JP¥68.93 in 3Q 2023). Revenue: JP¥727.1b (up 2.9% from 3Q 2023). Net income: JP¥49.4b (up 8.0% from 3Q 2023). Profit margin: 6.8% (up from 6.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% 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 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 27Sekisui House, Ltd. to Report Q3, 2024 Results on Dec 07, 2023Sekisui House, Ltd. announced that they will report Q3, 2024 results on Dec 07, 2023
Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: JP¥77.04 (vs JP¥69.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥77.04 (up from JP¥69.62 in 2Q 2023). Revenue: JP¥754.2b (up 11% from 2Q 2023). Net income: JP¥50.6b (up 8.5% from 2Q 2023). Profit margin: 6.7% (down from 6.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26Sekisui House, Ltd. to Report Q2, 2024 Results on Sep 07, 2023Sekisui House, Ltd. announced that they will report Q2, 2024 results on Sep 07, 2023
Upcoming Dividend • Jul 21Upcoming dividend of JP¥59.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Jun 09First quarter 2024 earnings released: EPS: JP¥63.33 (vs JP¥85.40 in 1Q 2023)First quarter 2024 results: EPS: JP¥63.33 (down from JP¥85.40 in 1Q 2023). Revenue: JP¥708.3b (down 4.8% from 1Q 2023). Net income: JP¥41.9b (down 27% from 1Q 2023). Profit margin: 5.9% (down from 7.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: JP¥277 (vs JP¥227 in FY 2022)Full year 2023 results: EPS: JP¥277 (up from JP¥227 in FY 2022). Revenue: JP¥2.93t (up 13% from FY 2022). Net income: JP¥184.5b (up 20% from FY 2022). Profit margin: 6.3% (up from 5.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% 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 15% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2023 Results on Mar 09, 2023Sekisui House, Ltd. announced that they will report fiscal year 2023 results on Mar 09, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (4.2%).
Reported Earnings • Dec 10Third quarter 2023 earnings released: EPS: JP¥68.93 (vs JP¥64.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥68.93 (up from JP¥64.20 in 3Q 2022). Revenue: JP¥706.4b (up 14% from 3Q 2022). Net income: JP¥45.7b (up 5.5% from 3Q 2022). Profit margin: 6.5% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Shinichi Abe was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 11Second quarter 2023 earnings released: EPS: JP¥69.62 (vs JP¥53.70 in 2Q 2022)Second quarter 2023 results: EPS: JP¥69.62 (up from JP¥53.70 in 2Q 2022). Revenue: JP¥680.0b (up 11% from 2Q 2022). Net income: JP¥46.6b (up 28% from 2Q 2022). Profit margin: 6.9% (up from 5.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% 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 • Jul 21Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (3.7%).
Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥85.40 (vs JP¥53.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥85.40 (up from JP¥53.20 in 1Q 2022). Revenue: JP¥743.7b (up 22% from 1Q 2022). Net income: JP¥57.5b (up 59% from 1Q 2022). Profit margin: 7.7% (up from 5.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.5%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
Board Change • Apr 27Less 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. 8 non-independent directors. Independent Outside Director Satoshi Tanaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 12Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥227 (up from JP¥181 in FY 2021). Revenue: JP¥2.59t (up 5.8% from FY 2021). Net income: JP¥153.9b (up 25% from FY 2021). Profit margin: 5.9% (up from 5.0% in FY 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 3.5%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jan 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.0%).
Reported Earnings • Dec 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥64.20 (up from JP¥43.31 in 3Q 2021). Revenue: JP¥621.2b (up 3.4% from 3Q 2021). Net income: JP¥43.3b (up 47% from 3Q 2021). Profit margin: 7.0% (up from 4.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 4.4%, compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS JP¥53.70 (vs JP¥42.25 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥615.0b (up 7.9% from 2Q 2021). Net income: JP¥36.4b (up 26% from 2Q 2021). Profit margin: 5.9% (up from 5.1% 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 12% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 22Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 30 September 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).
Reported Earnings • Jun 15First quarter 2022 earnings released: EPS JP¥53.20 (vs JP¥44.85 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥608.6b (up 1.8% from 1Q 2021). Net income: JP¥36.2b (up 18% from 1Q 2021). Profit margin: 5.9% (up from 5.1% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Mar 06Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021Sekisui House, Ltd., Annual General Meeting, Apr 27, 2021.
Reported Earnings • Mar 05Full year 2021 earnings released: EPS JP¥181 (vs JP¥206 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥2.45t (up 1.3% from FY 2020). Net income: JP¥123.5b (down 13% from FY 2020). Profit margin: 5.0% (down from 5.8% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 4.2%, compared to a 8.5% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Feb 27New 90-day low: €15.10The company is down 2.0% from its price of €15.40 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also 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 €17.46 per share.
お知らせ • Jan 27Sekisui House, Ltd. to Report Fiscal Year 2021 Results on Mar 04, 2021Sekisui House, Ltd. announced that they will report fiscal year 2021 results on Mar 04, 2021
Is New 90 Day High Low • Jan 13New 90-day high: €17.10The company is up 22% from its price of €14.00 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.63 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €16.60The company is up 11% from its price of €15.00 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.12 per share.
Reported Earnings • Dec 17Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
Analyst Estimate Surprise Post Earnings • Dec 17Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.5%, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Dec 09Third quarter 2021 earnings released: EPS JP¥43.31The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2021 results: Revenue: JP¥600.9b (up 14% from 3Q 2020). Net income: JP¥29.5b (down 26% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
Analyst Estimate Surprise Post Earnings • Dec 09Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 2.3%, compared to a 3.9% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Dec 09New 90-day high: €16.50The company is up 1.0% from its price of €16.40 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.35 per share.
Is New 90 Day High Low • Sep 30New 90-day low: €15.00The company is down 9.0% from its price of €16.50 on 02 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.96 per share.
お知らせ • Jul 26Sekisui House, Ltd. to Report Q2, 2021 Results on Sep 10, 2020Sekisui House, Ltd. announced that they will report Q2, 2021 results on Sep 10, 2020
