Toho（TZ7）株式概要東邦株式会社は子会社を通じて、主に日本で食品卸売業、現金輸送業、スーパーマーケット業を営んでいる。 詳細TZ7 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0/6過去の実績3/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より67.5%で取引されている 過去1年間で収益は7.6%増加しました リスク分析不安定な配当実績 すべてのリスクチェックを見るTZ7 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW501,452 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG501,452 investors already sharing narrativesYour Fair Value€Current Price€7.305.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-3b382b2016201920222025202620282031Revenue JP¥382.0bEarnings JP¥7.0bAdvancedSet Fair ValueView all narrativesToho Co., Ltd. 競合他社Hawesko HoldingSymbol: XTRA:HAWMarket cap: €163.0mWASGAU Produktions & HandelsSymbol: DB:MSHMarket cap: €60.4mWilly-Food InvestmentsSymbol: TASE:WLFDMarket cap: ₪771.5mCurexoSymbol: KOSDAQ:A060280Market cap: ₩350.7b価格と性能株価の高値、安値、推移の概要Toho過去の株価現在の株価JP¥7.3052週高値JP¥7.6052週安値JP¥5.97ベータ-0.511ヶ月の変化6.57%3ヶ月変化-0.68%1年変化21.67%3年間の変化23.73%5年間の変化84.03%IPOからの変化59.85%最新ニュースReported Earnings • Jun 12First quarter 2027 earnings released: EPS: JP¥42.94 (vs JP¥27.89 in 1Q 2026)First quarter 2027 results: EPS: JP¥42.94 (up from JP¥27.89 in 1Q 2026). Revenue: JP¥67.8b (up 10% from 1Q 2026). Net income: JP¥1.37b (up 53% from 1Q 2026). Profit margin: 2.0% (up from 1.5% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Board Change • May 20Less 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 Chie Tomari was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 12Toho Co., Ltd., Annual General Meeting, Apr 28, 2026Toho Co., Ltd., Annual General Meeting, Apr 28, 2026.お知らせ • Feb 11Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. Upon completion, Toho Co., Ltd. will hold 39 stake while Shimaya Trading Pte Ltd. will hold 1% stake in Kome88 Company Limited For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million. Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on February 10, 2026.お知らせ • Dec 30+ 3 more updatesToho Co., Ltd. to Report Q3, 2027 Results on Dec 11, 2026Toho Co., Ltd. announced that they will report Q3, 2027 results on Dec 11, 2026お知らせ • Nov 14Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million.最新情報をもっと見るRecent updatesReported Earnings • Jun 12First quarter 2027 earnings released: EPS: JP¥42.94 (vs JP¥27.89 in 1Q 2026)First quarter 2027 results: EPS: JP¥42.94 (up from JP¥27.89 in 1Q 2026). Revenue: JP¥67.8b (up 10% from 1Q 2026). Net income: JP¥1.37b (up 53% from 1Q 2026). Profit margin: 2.0% (up from 1.5% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Board Change • May 20Less 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 Chie Tomari was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 12Toho Co., Ltd., Annual General Meeting, Apr 28, 2026Toho Co., Ltd., Annual General Meeting, Apr 28, 2026.お知らせ • Feb 11Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. Upon completion, Toho Co., Ltd. will hold 39 stake while Shimaya Trading Pte Ltd. will hold 1% stake in Kome88 Company Limited For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million. Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on February 10, 2026.お知らせ • Dec 30+ 3 more updatesToho Co., Ltd. to Report Q3, 2027 Results on Dec 11, 2026Toho Co., Ltd. announced that they will report Q3, 2027 results on Dec 11, 2026お知らせ • Nov 14Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million.お知らせ • Aug 05Akatsuki Games Inc., Too Co., Ltd., Production I.G, Inc. Announces Kaiju No. 8 the Game Release Set for August 31Based on Naoya Matsumoto's hit manga series Kaiju No. 8, serialized on Shueisha's Shonen Jump+ and with over 18 million copies printed and distributed in Japan (including digital editions) across 15 published volumes, the anime Kaiju No. 8 has garnered immense popularity not only in Japan but also worldwide, particularly in North America. Building on this global success, Kaiju No. 8 THE GAME, a new title for mobile and PC, is being developed by the powerhouse team of Akatsuki Games, TOHO, and Production I.G. After much anticipation following the start of pre-registration on April 25 this year, the official release date for Kaiju No. 8 THE game has finally been set for August 31 (JST). Additionally, a new trailer and key visual have been unveiled! The artwork features the Japan Defense Force members, armed and ready, with Kaiju No. 8 at the forefront, as well as the original characters from CLOZER led by Sagan Shinomiya. The special program also showcased a stream of newly released in-game footage. In addition to cutscenes featured within the game's story mode, the program unveiled original Kaiju created exclusively for the game. Based on the total number of pre-registrations, players will receive exclusive characters and awesome in-game items when the game launches.お知らせ • Jun 19Toho Co., Ltd. (TSE:8142) announces an Equity Buyback for 130,000 shares, representing 1.21% for ¥387.4 million.Toho Co., Ltd. (TSE:8142) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, representing 1.21% of its total shares outstanding excluding treasury shares, for a total of ¥387.4 million. The purpose of repurchase program is to improve capital efficiency and implement a flexible capital policy in response to changes in the business environment. As of May 31, 2025, the company had 10,786,260 shares outstanding excluding treasury shares and has 225,906 shares in treasury.お知らせ • Jun 13+ 1 more updateToho Co., Ltd. Provides Dividend Year-End Guidance for the Fiscal Year Ending January 31, 2026Toho Co., Ltd. provided dividend year-end guidance for the fiscal year ending January 31, 2026. For the fiscal year ending January 31, 2025, the company expects to pay dividend of JPY 75 per share against JPY 55 per share a year ago.お知らせ • Mar 13Toho Co., Ltd., Annual General Meeting, Apr 23, 2025Toho Co., Ltd., Annual General Meeting, Apr 23, 2025.お知らせ • Jan 17+ 1 more updateToho Co., Ltd. to Report Q3, 2026 Results on Dec 11, 2025Toho Co., Ltd. announced that they will report Q3, 2026 results on Dec 11, 2025Declared Dividend • Oct 20First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th January 2025 Payment date: 24th April 2025 Dividend yield will be 339%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Declared Dividend • Sep 12First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th January 2025 Payment date: 24th April 2025 Dividend yield will be 331%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 11Second quarter 2025 earnings released: EPS: JP¥112 (vs JP¥87.85 in 2Q 2024)Second quarter 2025 results: EPS: JP¥112 (up from JP¥87.85 in 2Q 2024). Revenue: JP¥59.7b (down 1.1% from 2Q 2024). Net income: JP¥1.21b (up 28% from 2Q 2024). Profit margin: 2.0% (up from 1.6% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €14.90, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 15x in the Consumer Retailing industry in Europe. Total returns to shareholders of 42% over the past three years.New Risk • Aug 02New 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 6.6% 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 High level of debt (41% net debt to equity). 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 (6.6% average weekly change). Large one-off items impacting financial results.Upcoming Dividend • Jul 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 18 October 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.0%).お知らせ • Jun 19+ 2 more updatesToho Co., Ltd. Provides Dividend Guidance for the Fiscal First Half Ending July 31, 2024Toho Co., Ltd. provided dividend guidance for the fiscal first half ending July 31, 2024. The company expects to pay dividend of JPY 55 per share against JPY 35.00 per share a year ago.Reported Earnings • Jun 17First quarter 2025 earnings released: EPS: JP¥99.66 (vs JP¥77.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥99.66 (up from JP¥77.26 in 1Q 2024). Revenue: JP¥61.5b (up 4.9% from 1Q 2024). Net income: JP¥1.07b (up 29% from 1Q 2024). Profit margin: 1.7% (up from 1.4% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €21.00, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 15x in the Consumer Retailing industry in Europe. Total returns to shareholders of 85% over the past three years.Declared Dividend • May 26Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th July 2024 Payment date: 18th October 2024 Dividend yield will be 306%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 34% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 13Toho Co., Ltd., Annual General Meeting, Apr 23, 2024Toho Co., Ltd., Annual General Meeting, Apr 23, 2024.Reported Earnings • Mar 12Full year 2024 earnings released: EPS: JP¥335 (vs JP¥93.52 in FY 2023)Full year 2024 results: EPS: JP¥335 (up from JP¥93.52 in FY 2023). Revenue: JP¥244.9b (up 14% from FY 2023). Net income: JP¥3.61b (up 258% from FY 2023). Profit margin: 1.5% (up from 0.5% in FY 2023). Over the last 3 years on average, earnings per share has increased by 109% 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 • Jan 26Toho Co., Ltd. (TSE:8142) completed the acquisition of an additional 42.23% stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥17 billionToho Co., Ltd. (TSE:8142) made an offer to acquire stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥6720 offer per share on December 6, 2023. SMBC Nikko Securities Inc. acted as Financial advisor and Nishimura & Asahi acted as legal advisor to Toho Co., Ltd. and Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as Financial advisor and Anderson Mori & Tomotsune LPC acted as legal advisor to Tokyo Rakutenchi Co.,Ltd. Transaction is expected to complete on January 24, 2024. Toho Co., Ltd. (TSE:8142) completed the acquisition of an additional 42.23% stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥17 billion on January 24, 2024.Upcoming Dividend • Jan 23Upcoming dividend of JP¥35.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.4%).お知らせ • Jan 11+ 3 more updatesToho Co., Ltd. to Report Q3, 2025 Results on Dec 12, 2024Toho Co., Ltd. announced that they will report Q3, 2025 results on Dec 12, 2024Reported Earnings • Dec 14Third quarter 2024 earnings released: EPS: JP¥138 (vs JP¥61.45 in 3Q 2023)Third quarter 2024 results: EPS: JP¥138 (up from JP¥61.45 in 3Q 2023). Revenue: JP¥62.2b (up 13% from 3Q 2023). Net income: JP¥1.49b (up 125% from 3Q 2023). Profit margin: 2.4% (up from 1.2% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 13+ 1 more updateToho Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2024Toho Co., Ltd. provided dividend guidance for the Fiscal year ending January 31, 2024 of JPY 35.00 per share, compared to JPY 25.00 per share paid a year ago.Board Change • Oct 15Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Hiroshi Harada 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 • Sep 14Second quarter 2024 earnings released: EPS: JP¥87.85 (vs JP¥46.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥87.85 (up from JP¥46.30 in 2Q 2023). Revenue: JP¥60.3b (up 15% from 2Q 2023). Net income: JP¥945.0m (up 90% from 2Q 2023). Profit margin: 1.6% (up from 1.0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 21Upcoming dividend of JP¥30.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 18 October 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.2%).New Risk • Jun 17New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Jun 13First quarter 2024 earnings released: EPS: JP¥77.26 (vs JP¥12.36 in 1Q 2023)First quarter 2024 results: EPS: JP¥77.26 (up from JP¥12.36 in 1Q 2023). Revenue: JP¥58.7b (up 22% from 1Q 2023). Net income: JP¥831.0m (up JP¥698.0m from 1Q 2023). Profit margin: 1.4% (up from 0.3% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €14.10, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 13x in the Consumer Retailing industry in Europe. Total returns to shareholders of 25% over the past three years.Reported Earnings • Mar 12Full year 2023 earnings released: EPS: JP¥93.52 (vs JP¥31.14 in FY 2022)Full year 2023 results: EPS: JP¥93.52 (up from JP¥31.14 in FY 2022). Revenue: JP¥215.6b (up 14% from FY 2022). Net income: JP¥1.01b (up 200% from FY 2022). Profit margin: 0.5% (up from 0.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 72% 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 • Jan 28+ 3 more updatesToho Co., Ltd. to Report Fiscal Year 2023 Results on Mar 10, 2023Toho Co., Ltd. announced that they will report fiscal year 2023 results on Mar 10, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 20 April 2023. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.8%).お知らせ • Dec 15+ 1 more updateToho Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2023Toho Co., Ltd. provided dividend guidance for the fiscal year ending January 31, 2023. For the period, the company expects dividend to be JPY 10.00 per share compared to JPY 5.00 per share a year ago.Reported Earnings • Dec 14Third quarter 2023 earnings released: EPS: JP¥61.45 (vs JP¥37.19 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.45 (up from JP¥37.19 loss in 3Q 2022). Revenue: JP¥55.1b (up 23% from 3Q 2022). Net income: JP¥661.0m (up JP¥1.06b from 3Q 2022). Profit margin: 1.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. No independent directors (9 non-independent directors). External Director Hiroji Izumi was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Nov 03Toho Co., Ltd. to Report Q3, 2023 Results on Dec 12, 2023Toho Co., Ltd. announced that they will report Q3, 2023 results on Dec 12, 2023お知らせ • Sep 14+ 1 more updateToho Co., Ltd. Provides Dividend Guidance for the Year Ending January 31, 2023Toho Co., Ltd. provided dividend guidance for the year ending January 31, 2023. For the period, the company expects a dividend of ¥10.00 per share against ¥5.00 per share a year ago.Reported Earnings • Sep 11Second quarter 2023 earnings released: EPS: JP¥46.30 (vs JP¥76.88 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥46.30 (up from JP¥76.88 loss in 2Q 2022). Revenue: JP¥52.3b (up 19% from 2Q 2022). Net income: JP¥498.0m (up JP¥1.33b from 2Q 2022). Profit margin: 1.0% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Jul 10+ 1 more updateToho Co., Ltd. to Report Q3, 2023 Results on Dec 12, 2022Toho Co., Ltd. announced that they will report Q3, 2023 results on Dec 12, 2022お知らせ • Jun 14+ 3 more updatesToho Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending July 31, 2022 and Fiscal Year Ending January 31, 2023Toho Co., Ltd. provided consolidated earnings guidance for the Six months ending July 31, 2022 and Fiscal Year Ending January 31, 2023. For the Six months ending July 31, 2022, the company expects Net sales of JPY 96,200 million, Operating profit of JPY 400 million, Profit attributable to owners of parent of JPY 150 million and Basic earnings per share of JPY 13.94. For the Fiscal Year Ending January 31, 2023, the company expects Net sales of JPY 201,000 million, Operating profit of JPY 1,200 million, Profit attributable to owners of parent of JPY 400 million and Basic earnings per share of JPY 37.19.Reported Earnings • Jun 13First quarter 2023 earnings released: EPS: JP¥12.36 (vs JP¥5.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥12.36 (up from JP¥5.30 in 1Q 2022). Revenue: JP¥48.0b (up 4.7% from 1Q 2022). Net income: JP¥133.0m (up 133% from 1Q 2022). Profit margin: 0.3% (up from 0.1% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. No independent directors (10 non-independent directors). External Director Hiroji Izumi was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Toho Co., Ltd. to Report Q1, 2023 Results on Jun 10, 2022Toho Co., Ltd. announced that they will report Q1, 2023 results on Jun 10, 2022Reported Earnings • Mar 12Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥31.14 (up from JP¥334 loss in FY 2021). Revenue: JP¥188.6b (up 1.3% from FY 2021). Net income: JP¥335.0m (up JP¥3.93b from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.お知らせ • Mar 07Toho Co., Ltd. to Report Fiscal Year 2022 Results on Mar 10, 2022Toho Co., Ltd. announced that they will report fiscal year 2022 results on Mar 10, 2022お知らせ • Dec 16Toho Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending January 31, 2022Toho Co., Ltd. provided consolidated earnings guidance for the year ending January 31, 2022. For the period, the company expects Net sales of JPY 190,000 million. Operating loss of JPY 500 million. Profit attributable to owners of parent of JPY 0. Basic earnings per share of JPY 0.Reported Earnings • Dec 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥37.19 loss per share (down from JP¥29.93 loss in 3Q 2021). Revenue: JP¥44.8b (down 7.1% from 3Q 2021). Net loss: JP¥400.0m (loss widened 24% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Sep 14Toho Co., Ltd. Provides Earnings Guidance for the Full Year Ending January 31, 2022Toho Co., Ltd. provided earnings guidance for the full year ending January 31, 2022. For the year ending January 31, 2022, the company expected net sales of JPY 190,000 million, operating profit of JPY 500 million, profit attributable to owners of parent of JPY 0 million and basic earnings per share of JPY 0.00.Reported Earnings • Sep 11Second quarter 2022 earnings released: JP¥76.88 loss per share (vs JP¥156 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥43.9b (up 3.7% from 2Q 2021). Net loss: JP¥827.0m (loss narrowed 51% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.お知らせ • Jun 16Toho Co., Ltd. Provides Earnings Guidance for the Six Months Ended July 31, 2021 and the Full Year Ending January 31, 2022Toho Co., Ltd. provided earnings guidance for the six months ended July 31, 2021 and the full year ending January 31, 2022. For the six months ended July 31, 2021, the company expected net sales of JPY 94,600 million, operating loss of JPY 1,000 million, loss attributable to owners of parent of JPY 1,100 million and basic loss per share of JPY 102.26. For the year ending January 31, 2022, the company expected net sales of JPY 200,000 million, operating profit of JPY 600 million, profit attributable to owners of parent of JPY 100 million and basic earnings per share of JPY 9.30.Reported Earnings • Jun 13First quarter 2022 earnings released: EPS JP¥5.30 (vs JP¥94.64 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥45.9b (up 1.1% from 1Q 2021). Net income: JP¥57.0m (up JP¥1.08b from 1Q 2021). Profit margin: 0.1% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.お知らせ • Mar 17Toho Co., Ltd. Provides Earnings Guidance for the Six Months and Full Year Ending January 31, 2022Toho Co., Ltd. provided earnings guidance for the six months and full year ending January 31, 2022. For the six months ending July 31, 2021, the company expected net sales of JPY 94,600 million, operating loss of JPY 1,000 million, loss attributable to owners of parent of JPY 1,100 million and basic loss per share of JPY 102.26. For the year ending January 31, 2022, the company expected net sales of JPY 200,000 million, operating profit of JPY 600 million, profit attributable to owners of parent of JPY 100 million and basic earnings per share of JPY 9.30.お知らせ • Mar 13+ 3 more updatesToho Co., Ltd. to Report Q3, 2022 Results on Dec 10, 2021Toho Co., Ltd. announced that they will report Q3, 2022 results on Dec 10, 2021Reported Earnings • Mar 12Full year 2021 earnings released: JP¥334 loss per share (vs JP¥44.06 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥186.2b (down 20% from FY 2020). Net loss: JP¥3.59b (down JP¥4.07b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 26New 90-day low: €13.60The company is down 17% from its price of €16.30 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 Retailing industry, which is down 3.0% over the same period.Is New 90 Day High Low • Jan 23New 90-day low: €14.10The company is down 3.0% from its price of €14.50 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.お知らせ • Jan 01Toho Co., Ltd. to Report Fiscal Year 2021 Results on Mar 11, 2021Toho Co., Ltd. announced that they will report fiscal year 2021 results on Mar 11, 2021Reported Earnings • Dec 12Third quarter 2021 earnings released: JP¥29.93 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥48.3b (down 16% from 3Q 2020). Net loss: JP¥322.0m (loss widened 118% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 99% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Sep 22New 90-day high: €15.70The company is up 2.0% from its price of €15.40 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 1.0% over the same period.お知らせ • Sep 11Toho Co., Ltd. Declares No Dividend for the Second Quarter Ended July 31, 2020Toho Co., Ltd. declared no dividend for the second quarter ended July 31, 2020 compared to JPY 25.00 per share for the same period a year ago.株主還元TZ7DE Consumer RetailingDE 市場7D0.7%1.6%2.0%1Y21.7%-10.1%1.2%株主還元を見る業界別リターン: TZ7過去 1 年間で-10.1 % の収益を上げたGerman Consumer Retailing業界を上回りました。リターン対市場: TZ7過去 1 年間で1.2 % の収益を上げたGerman市場を上回りました。価格変動Is TZ7's price volatile compared to industry and market?TZ7 volatilityTZ7 Average Weekly Movement2.9%Consumer Retailing Industry Average Movement6.0%Market Average Movement5.5%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.8%安定した株価: TZ7 、 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: TZ7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19292,540Kuniharu Okunowww.to-ho.co.jp東邦株式会社は子会社を通じて、主に日本で食品卸売業、現金輸送業、スーパーマーケット業を営んでいる。業務用食品の開発、調達、購入、コーヒーの製造に携わる。また、外食産業向けの業務用食品、和食材、生鮮果物、食肉、青果物の卸売、地域密着型の食品スーパーマーケットの運営、農産物の生産・販売も行っている。また、飲食店の内装設計・施工、ソフトウエアの開発・保守、クリーン・オンデマンド・一般事務の請負・不動産管理・アウトソーシング、保険代理店業務も行っている。また、業務用調理機器、コーヒーマシン、ジェラート・ソフトクリームマシンなどの輸入・製造・販売・メンテナンス、品質管理サービスも行っている。同社は1929年に設立され、神戸に本社を置く。もっと見るToho Co., Ltd. 基礎のまとめToho の収益と売上を時価総額と比較するとどうか。TZ7 基礎統計学時価総額€234.74m収益（TTM）€26.22m売上高(TTM)€1.44b9.0xPER（株価収益率0.2xP/SレシオTZ7 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TZ7 損益計算書（TTM）収益JP¥266.32b売上原価JP¥215.42b売上総利益JP¥50.89bその他の費用JP¥46.04b収益JP¥4.85b直近の収益報告Apr 30, 2026次回決算日Jul 15, 2026一株当たり利益（EPS）152.12グロス・マージン19.11%純利益率1.82%有利子負債／自己資本比率55.9%TZ7 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4.5%現在の配当利回り33%配当性向TZ7 配当は確実ですか？TZ7 配当履歴とベンチマークを見るTZ7 、いつまでに購入すれば配当金を受け取れますか？Toho 配当日配当落ち日Jul 30 2026配当支払日Oct 20 2026配当落ちまでの日数22 days配当支払日までの日数104 daysTZ7 配当は確実ですか？TZ7 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2026/07/07 06:20終値2026/07/07 00:00収益2026/04/30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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Toho Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • Jun 12First quarter 2027 earnings released: EPS: JP¥42.94 (vs JP¥27.89 in 1Q 2026)First quarter 2027 results: EPS: JP¥42.94 (up from JP¥27.89 in 1Q 2026). Revenue: JP¥67.8b (up 10% from 1Q 2026). Net income: JP¥1.37b (up 53% from 1Q 2026). Profit margin: 2.0% (up from 1.5% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Board Change • May 20Less 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 Chie Tomari was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 12Toho Co., Ltd., Annual General Meeting, Apr 28, 2026Toho Co., Ltd., Annual General Meeting, Apr 28, 2026.
お知らせ • Feb 11Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. Upon completion, Toho Co., Ltd. will hold 39 stake while Shimaya Trading Pte Ltd. will hold 1% stake in Kome88 Company Limited For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million. Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on February 10, 2026.
お知らせ • Dec 30+ 3 more updatesToho Co., Ltd. to Report Q3, 2027 Results on Dec 11, 2026Toho Co., Ltd. announced that they will report Q3, 2027 results on Dec 11, 2026
お知らせ • Nov 14Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million.
Reported Earnings • Jun 12First quarter 2027 earnings released: EPS: JP¥42.94 (vs JP¥27.89 in 1Q 2026)First quarter 2027 results: EPS: JP¥42.94 (up from JP¥27.89 in 1Q 2026). Revenue: JP¥67.8b (up 10% from 1Q 2026). Net income: JP¥1.37b (up 53% from 1Q 2026). Profit margin: 2.0% (up from 1.5% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Board Change • May 20Less 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 Chie Tomari was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 12Toho Co., Ltd., Annual General Meeting, Apr 28, 2026Toho Co., Ltd., Annual General Meeting, Apr 28, 2026.
お知らせ • Feb 11Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. Upon completion, Toho Co., Ltd. will hold 39 stake while Shimaya Trading Pte Ltd. will hold 1% stake in Kome88 Company Limited For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million. Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on February 10, 2026.
お知らせ • Dec 30+ 3 more updatesToho Co., Ltd. to Report Q3, 2027 Results on Dec 11, 2026Toho Co., Ltd. announced that they will report Q3, 2027 results on Dec 11, 2026
お知らせ • Nov 14Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million.
お知らせ • Aug 05Akatsuki Games Inc., Too Co., Ltd., Production I.G, Inc. Announces Kaiju No. 8 the Game Release Set for August 31Based on Naoya Matsumoto's hit manga series Kaiju No. 8, serialized on Shueisha's Shonen Jump+ and with over 18 million copies printed and distributed in Japan (including digital editions) across 15 published volumes, the anime Kaiju No. 8 has garnered immense popularity not only in Japan but also worldwide, particularly in North America. Building on this global success, Kaiju No. 8 THE GAME, a new title for mobile and PC, is being developed by the powerhouse team of Akatsuki Games, TOHO, and Production I.G. After much anticipation following the start of pre-registration on April 25 this year, the official release date for Kaiju No. 8 THE game has finally been set for August 31 (JST). Additionally, a new trailer and key visual have been unveiled! The artwork features the Japan Defense Force members, armed and ready, with Kaiju No. 8 at the forefront, as well as the original characters from CLOZER led by Sagan Shinomiya. The special program also showcased a stream of newly released in-game footage. In addition to cutscenes featured within the game's story mode, the program unveiled original Kaiju created exclusively for the game. Based on the total number of pre-registrations, players will receive exclusive characters and awesome in-game items when the game launches.
お知らせ • Jun 19Toho Co., Ltd. (TSE:8142) announces an Equity Buyback for 130,000 shares, representing 1.21% for ¥387.4 million.Toho Co., Ltd. (TSE:8142) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, representing 1.21% of its total shares outstanding excluding treasury shares, for a total of ¥387.4 million. The purpose of repurchase program is to improve capital efficiency and implement a flexible capital policy in response to changes in the business environment. As of May 31, 2025, the company had 10,786,260 shares outstanding excluding treasury shares and has 225,906 shares in treasury.
お知らせ • Jun 13+ 1 more updateToho Co., Ltd. Provides Dividend Year-End Guidance for the Fiscal Year Ending January 31, 2026Toho Co., Ltd. provided dividend year-end guidance for the fiscal year ending January 31, 2026. For the fiscal year ending January 31, 2025, the company expects to pay dividend of JPY 75 per share against JPY 55 per share a year ago.
お知らせ • Mar 13Toho Co., Ltd., Annual General Meeting, Apr 23, 2025Toho Co., Ltd., Annual General Meeting, Apr 23, 2025.
お知らせ • Jan 17+ 1 more updateToho Co., Ltd. to Report Q3, 2026 Results on Dec 11, 2025Toho Co., Ltd. announced that they will report Q3, 2026 results on Dec 11, 2025
Declared Dividend • Oct 20First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th January 2025 Payment date: 24th April 2025 Dividend yield will be 339%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • Sep 12First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th January 2025 Payment date: 24th April 2025 Dividend yield will be 331%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 11Second quarter 2025 earnings released: EPS: JP¥112 (vs JP¥87.85 in 2Q 2024)Second quarter 2025 results: EPS: JP¥112 (up from JP¥87.85 in 2Q 2024). Revenue: JP¥59.7b (down 1.1% from 2Q 2024). Net income: JP¥1.21b (up 28% from 2Q 2024). Profit margin: 2.0% (up from 1.6% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €14.90, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 15x in the Consumer Retailing industry in Europe. Total returns to shareholders of 42% over the past three years.
New Risk • Aug 02New 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 6.6% 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 High level of debt (41% net debt to equity). 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 (6.6% average weekly change). Large one-off items impacting financial results.
Upcoming Dividend • Jul 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 18 October 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.0%).
お知らせ • Jun 19+ 2 more updatesToho Co., Ltd. Provides Dividend Guidance for the Fiscal First Half Ending July 31, 2024Toho Co., Ltd. provided dividend guidance for the fiscal first half ending July 31, 2024. The company expects to pay dividend of JPY 55 per share against JPY 35.00 per share a year ago.
Reported Earnings • Jun 17First quarter 2025 earnings released: EPS: JP¥99.66 (vs JP¥77.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥99.66 (up from JP¥77.26 in 1Q 2024). Revenue: JP¥61.5b (up 4.9% from 1Q 2024). Net income: JP¥1.07b (up 29% from 1Q 2024). Profit margin: 1.7% (up from 1.4% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €21.00, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 15x in the Consumer Retailing industry in Europe. Total returns to shareholders of 85% over the past three years.
Declared Dividend • May 26Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th July 2024 Payment date: 18th October 2024 Dividend yield will be 306%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 34% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 13Toho Co., Ltd., Annual General Meeting, Apr 23, 2024Toho Co., Ltd., Annual General Meeting, Apr 23, 2024.
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: JP¥335 (vs JP¥93.52 in FY 2023)Full year 2024 results: EPS: JP¥335 (up from JP¥93.52 in FY 2023). Revenue: JP¥244.9b (up 14% from FY 2023). Net income: JP¥3.61b (up 258% from FY 2023). Profit margin: 1.5% (up from 0.5% in FY 2023). Over the last 3 years on average, earnings per share has increased by 109% 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 • Jan 26Toho Co., Ltd. (TSE:8142) completed the acquisition of an additional 42.23% stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥17 billionToho Co., Ltd. (TSE:8142) made an offer to acquire stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥6720 offer per share on December 6, 2023. SMBC Nikko Securities Inc. acted as Financial advisor and Nishimura & Asahi acted as legal advisor to Toho Co., Ltd. and Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as Financial advisor and Anderson Mori & Tomotsune LPC acted as legal advisor to Tokyo Rakutenchi Co.,Ltd. Transaction is expected to complete on January 24, 2024. Toho Co., Ltd. (TSE:8142) completed the acquisition of an additional 42.23% stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥17 billion on January 24, 2024.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥35.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.4%).
お知らせ • Jan 11+ 3 more updatesToho Co., Ltd. to Report Q3, 2025 Results on Dec 12, 2024Toho Co., Ltd. announced that they will report Q3, 2025 results on Dec 12, 2024
Reported Earnings • Dec 14Third quarter 2024 earnings released: EPS: JP¥138 (vs JP¥61.45 in 3Q 2023)Third quarter 2024 results: EPS: JP¥138 (up from JP¥61.45 in 3Q 2023). Revenue: JP¥62.2b (up 13% from 3Q 2023). Net income: JP¥1.49b (up 125% from 3Q 2023). Profit margin: 2.4% (up from 1.2% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 13+ 1 more updateToho Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2024Toho Co., Ltd. provided dividend guidance for the Fiscal year ending January 31, 2024 of JPY 35.00 per share, compared to JPY 25.00 per share paid a year ago.
Board Change • Oct 15Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Hiroshi Harada 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 • Sep 14Second quarter 2024 earnings released: EPS: JP¥87.85 (vs JP¥46.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥87.85 (up from JP¥46.30 in 2Q 2023). Revenue: JP¥60.3b (up 15% from 2Q 2023). Net income: JP¥945.0m (up 90% from 2Q 2023). Profit margin: 1.6% (up from 1.0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 21Upcoming dividend of JP¥30.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 18 October 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.2%).
New Risk • Jun 17New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Jun 13First quarter 2024 earnings released: EPS: JP¥77.26 (vs JP¥12.36 in 1Q 2023)First quarter 2024 results: EPS: JP¥77.26 (up from JP¥12.36 in 1Q 2023). Revenue: JP¥58.7b (up 22% from 1Q 2023). Net income: JP¥831.0m (up JP¥698.0m from 1Q 2023). Profit margin: 1.4% (up from 0.3% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €14.10, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 13x in the Consumer Retailing industry in Europe. Total returns to shareholders of 25% over the past three years.
Reported Earnings • Mar 12Full year 2023 earnings released: EPS: JP¥93.52 (vs JP¥31.14 in FY 2022)Full year 2023 results: EPS: JP¥93.52 (up from JP¥31.14 in FY 2022). Revenue: JP¥215.6b (up 14% from FY 2022). Net income: JP¥1.01b (up 200% from FY 2022). Profit margin: 0.5% (up from 0.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 72% 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 • Jan 28+ 3 more updatesToho Co., Ltd. to Report Fiscal Year 2023 Results on Mar 10, 2023Toho Co., Ltd. announced that they will report fiscal year 2023 results on Mar 10, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 20 April 2023. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.8%).
お知らせ • Dec 15+ 1 more updateToho Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2023Toho Co., Ltd. provided dividend guidance for the fiscal year ending January 31, 2023. For the period, the company expects dividend to be JPY 10.00 per share compared to JPY 5.00 per share a year ago.
Reported Earnings • Dec 14Third quarter 2023 earnings released: EPS: JP¥61.45 (vs JP¥37.19 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.45 (up from JP¥37.19 loss in 3Q 2022). Revenue: JP¥55.1b (up 23% from 3Q 2022). Net income: JP¥661.0m (up JP¥1.06b from 3Q 2022). Profit margin: 1.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. No independent directors (9 non-independent directors). External Director Hiroji Izumi was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Nov 03Toho Co., Ltd. to Report Q3, 2023 Results on Dec 12, 2023Toho Co., Ltd. announced that they will report Q3, 2023 results on Dec 12, 2023
お知らせ • Sep 14+ 1 more updateToho Co., Ltd. Provides Dividend Guidance for the Year Ending January 31, 2023Toho Co., Ltd. provided dividend guidance for the year ending January 31, 2023. For the period, the company expects a dividend of ¥10.00 per share against ¥5.00 per share a year ago.
Reported Earnings • Sep 11Second quarter 2023 earnings released: EPS: JP¥46.30 (vs JP¥76.88 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥46.30 (up from JP¥76.88 loss in 2Q 2022). Revenue: JP¥52.3b (up 19% from 2Q 2022). Net income: JP¥498.0m (up JP¥1.33b from 2Q 2022). Profit margin: 1.0% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Jul 10+ 1 more updateToho Co., Ltd. to Report Q3, 2023 Results on Dec 12, 2022Toho Co., Ltd. announced that they will report Q3, 2023 results on Dec 12, 2022
お知らせ • Jun 14+ 3 more updatesToho Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending July 31, 2022 and Fiscal Year Ending January 31, 2023Toho Co., Ltd. provided consolidated earnings guidance for the Six months ending July 31, 2022 and Fiscal Year Ending January 31, 2023. For the Six months ending July 31, 2022, the company expects Net sales of JPY 96,200 million, Operating profit of JPY 400 million, Profit attributable to owners of parent of JPY 150 million and Basic earnings per share of JPY 13.94. For the Fiscal Year Ending January 31, 2023, the company expects Net sales of JPY 201,000 million, Operating profit of JPY 1,200 million, Profit attributable to owners of parent of JPY 400 million and Basic earnings per share of JPY 37.19.
Reported Earnings • Jun 13First quarter 2023 earnings released: EPS: JP¥12.36 (vs JP¥5.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥12.36 (up from JP¥5.30 in 1Q 2022). Revenue: JP¥48.0b (up 4.7% from 1Q 2022). Net income: JP¥133.0m (up 133% from 1Q 2022). Profit margin: 0.3% (up from 0.1% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. No independent directors (10 non-independent directors). External Director Hiroji Izumi was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Toho Co., Ltd. to Report Q1, 2023 Results on Jun 10, 2022Toho Co., Ltd. announced that they will report Q1, 2023 results on Jun 10, 2022
Reported Earnings • Mar 12Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥31.14 (up from JP¥334 loss in FY 2021). Revenue: JP¥188.6b (up 1.3% from FY 2021). Net income: JP¥335.0m (up JP¥3.93b from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 07Toho Co., Ltd. to Report Fiscal Year 2022 Results on Mar 10, 2022Toho Co., Ltd. announced that they will report fiscal year 2022 results on Mar 10, 2022
お知らせ • Dec 16Toho Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending January 31, 2022Toho Co., Ltd. provided consolidated earnings guidance for the year ending January 31, 2022. For the period, the company expects Net sales of JPY 190,000 million. Operating loss of JPY 500 million. Profit attributable to owners of parent of JPY 0. Basic earnings per share of JPY 0.
Reported Earnings • Dec 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥37.19 loss per share (down from JP¥29.93 loss in 3Q 2021). Revenue: JP¥44.8b (down 7.1% from 3Q 2021). Net loss: JP¥400.0m (loss widened 24% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 14Toho Co., Ltd. Provides Earnings Guidance for the Full Year Ending January 31, 2022Toho Co., Ltd. provided earnings guidance for the full year ending January 31, 2022. For the year ending January 31, 2022, the company expected net sales of JPY 190,000 million, operating profit of JPY 500 million, profit attributable to owners of parent of JPY 0 million and basic earnings per share of JPY 0.00.
Reported Earnings • Sep 11Second quarter 2022 earnings released: JP¥76.88 loss per share (vs JP¥156 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥43.9b (up 3.7% from 2Q 2021). Net loss: JP¥827.0m (loss narrowed 51% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 16Toho Co., Ltd. Provides Earnings Guidance for the Six Months Ended July 31, 2021 and the Full Year Ending January 31, 2022Toho Co., Ltd. provided earnings guidance for the six months ended July 31, 2021 and the full year ending January 31, 2022. For the six months ended July 31, 2021, the company expected net sales of JPY 94,600 million, operating loss of JPY 1,000 million, loss attributable to owners of parent of JPY 1,100 million and basic loss per share of JPY 102.26. For the year ending January 31, 2022, the company expected net sales of JPY 200,000 million, operating profit of JPY 600 million, profit attributable to owners of parent of JPY 100 million and basic earnings per share of JPY 9.30.
Reported Earnings • Jun 13First quarter 2022 earnings released: EPS JP¥5.30 (vs JP¥94.64 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥45.9b (up 1.1% from 1Q 2021). Net income: JP¥57.0m (up JP¥1.08b from 1Q 2021). Profit margin: 0.1% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 17Toho Co., Ltd. Provides Earnings Guidance for the Six Months and Full Year Ending January 31, 2022Toho Co., Ltd. provided earnings guidance for the six months and full year ending January 31, 2022. For the six months ending July 31, 2021, the company expected net sales of JPY 94,600 million, operating loss of JPY 1,000 million, loss attributable to owners of parent of JPY 1,100 million and basic loss per share of JPY 102.26. For the year ending January 31, 2022, the company expected net sales of JPY 200,000 million, operating profit of JPY 600 million, profit attributable to owners of parent of JPY 100 million and basic earnings per share of JPY 9.30.
お知らせ • Mar 13+ 3 more updatesToho Co., Ltd. to Report Q3, 2022 Results on Dec 10, 2021Toho Co., Ltd. announced that they will report Q3, 2022 results on Dec 10, 2021
Reported Earnings • Mar 12Full year 2021 earnings released: JP¥334 loss per share (vs JP¥44.06 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥186.2b (down 20% from FY 2020). Net loss: JP¥3.59b (down JP¥4.07b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 26New 90-day low: €13.60The company is down 17% from its price of €16.30 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 Retailing industry, which is down 3.0% over the same period.
Is New 90 Day High Low • Jan 23New 90-day low: €14.10The company is down 3.0% from its price of €14.50 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.
お知らせ • Jan 01Toho Co., Ltd. to Report Fiscal Year 2021 Results on Mar 11, 2021Toho Co., Ltd. announced that they will report fiscal year 2021 results on Mar 11, 2021
Reported Earnings • Dec 12Third quarter 2021 earnings released: JP¥29.93 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥48.3b (down 16% from 3Q 2020). Net loss: JP¥322.0m (loss widened 118% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 99% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Sep 22New 90-day high: €15.70The company is up 2.0% from its price of €15.40 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 1.0% over the same period.
お知らせ • Sep 11Toho Co., Ltd. Declares No Dividend for the Second Quarter Ended July 31, 2020Toho Co., Ltd. declared no dividend for the second quarter ended July 31, 2020 compared to JPY 25.00 per share for the same period a year ago.
