View Financial HealthToho 配当と自社株買い配当金 基準チェック /56Tohoは配当を支払う会社で、現在の利回りは4.62%ですが、利益によって十分にカバーされています。次の支払い日は 20th October, 2026で、権利落ち日は30th July, 2026 。主要情報4.6%配当利回り0.9%バイバック利回り総株主利回り5.5%将来の配当利回りn/a配当成長9.1%次回配当支払日20 Oct 26配当落ち日30 Jul 26一株当たり配当金n/a配当性向33%最近の配当と自社株買いの更新お知らせ • 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.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.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.すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 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.配当金の支払いについて今日May 22 2026配当落ち日Jul 30 2026配当支払日Oct 20 202682 days 配当落ちから次の69 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: TZ7の配当金支払いは、過去10年間 変動性 が高かった。増加する配当: TZ7の配当金は過去10年間にわたって増加しています。配当利回り対市場Toho 配当利回り対市場TZ7 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (TZ7)4.6%市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Consumer Retailing)3.5%アナリスト予想 (TZ7) (最長3年)n/a注目すべき配当: TZ7の配当金 ( 4.62% ) はGerman市場の配当金支払者の下位 25% ( 1.51% ) よりも高くなっています。高配当: TZ7の配当金 ( 4.62% ) はGerman市場 ( 4.51% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: TZ7の 配当性向 ( 33.1% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: TZ7の 現金配当性向 ( 36.5% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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2026/05/21 21:11終値2026/05/21 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
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.
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.
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.
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.