View ValuationMarui Group 将来の成長Future 基準チェック /16Marui Group利益と収益がそれぞれ年間7.1%と6.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.5% 8.1%なると予測されています。主要情報7.1%収益成長率8.12%EPS成長率Consumer Finance 収益成長16.2%収益成長率6.2%将来の株主資本利益率14.45%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報お知らせ • Nov 11Marui Group Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year March 31, 2023Marui Group Co., Ltd. provided consolidated earnings guidance for the fiscal year March 31, 2023. For the period, the company expects Revenue to be JPY 222,000 million, Operating profit to be JPY 41,000 million, Profit attributable to owners of parent to be JPY 21,500 million, Basic earnings per share to be JPY 109.25.お知らせ • Aug 06+ 1 more updateMarui Group Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Marui Group Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expected revenue of JPY 222,000 million, operating profit of JPY 41,000 million, profit attributable to owners of the company of JPY 21,500 million and basic earnings per share of JPY 109.18.すべての更新を表示Recent updatesBoard Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. Full Time Audit & Supervisory Board Member Hajime Sasaki was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥158 (vs JP¥143 in FY 2025)Full year 2026 results: EPS: JP¥158 (up from JP¥143 in FY 2025). Revenue: JP¥276.9b (up 8.8% from FY 2025). Net income: JP¥28.5b (up 7.1% from FY 2025). Profit margin: 10% (in line with FY 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • May 15Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2026Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2026.お知らせ • May 09Marui Group Co., Ltd. to Report Q4, 2026 Results on May 15, 2026Marui Group Co., Ltd. announced that they will report Q4, 2026 results on May 15, 2026お知らせ • Dec 26Marui Group Co., Ltd. to Report Nine Months, 2026 Results on Feb 10, 2026Marui Group Co., Ltd. announced that they will report nine months, 2026 results on Feb 10, 2026お知らせ • Nov 11Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 10,000,000 shares, representing 5.55% for ¥20,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 5.55% of its issued share capital, for ¥20,000 million. The purpose of the program is to enhance capital efficiency and shareholder value while comprehensively taking into account factors such as the optimal capital structure, financial position, stock price level. The program is valid till May 15, 2026. As of April 30, 2025, the company had 180,271,540 outstanding shares (excluding treasury stock) and 3,388,877 treasury shares.お知らせ • Sep 23Marui Group Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Marui Group Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025お知らせ • Jun 13Marui Group Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Marui Group Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 14Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 10,000,000 shares, representing 5.57% for ¥20,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 5.57% of its issued share capital, for ¥20,000 million. The purpose of the program is to flexibly repurchase treasury stock while considering the optimal capital structure, financial position, and stock price levels. The program is valid till November 15, 2025. As of April 30, 2025, the company had 179,493,697 outstanding shares (excluding treasury stock) and 29,166,720 treasury shares.お知らせ • May 13Marui Group Co., Ltd., Annual General Meeting, Jun 25, 2025Marui Group Co., Ltd., Annual General Meeting, Jun 25, 2025.お知らせ • Mar 19Marui Group Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Marui Group Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025お知らせ • Dec 29Marui Group Co., Ltd. to Report Nine Months, 2025 Results on Feb 13, 2025Marui Group Co., Ltd. announced that they will report nine months, 2025 results on Feb 13, 2025Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥31.75 (vs JP¥37.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.75 (down from JP¥37.70 in 2Q 2024). Revenue: JP¥64.2b (up 9.6% from 2Q 2024). Net income: JP¥5.94b (down 17% from 2Q 2024). Profit margin: 9.3% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Nov 12Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 11,000,000 shares, representing 5.88% for ¥20,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 5.88% of its issued share capital, for ¥20,000 million. The purpose of the program is to buy back its own shares in a flexible manner while comprehensively taking into account its financial condition and stock price level, etc. The program is valid till May 15, 2025. As of October 31, 2024, the company had 186,998,687 outstanding shares (excluding treasury stock) and 21,661,730 treasury shares.Upcoming Dividend • Sep 20Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.3%).お知らせ • Sep 10Marui Group Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Marui Group Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥33.06 (vs JP¥22.91 in 1Q 2024)First quarter 2025 results: EPS: JP¥33.06 (up from JP¥22.91 in 1Q 2024). Revenue: JP¥59.7b (up 12% from 1Q 2024). Net income: JP¥6.21b (up 43% from 1Q 2024). Profit margin: 10% (up from 8.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jul 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to €14.70. The fair value is estimated to be €12.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 398%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥131 (vs JP¥109 in FY 2023)Full year 2024 results: EPS: JP¥131 (up from JP¥109 in FY 2023). Revenue: JP¥235.2b (up 8.0% from FY 2023). Net income: JP¥24.7b (up 15% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jun 10Marui Group Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Marui Group Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥131 (vs JP¥109 in FY 2023)Full year 2024 results: EPS: JP¥131 (up from JP¥109 in FY 2023). Revenue: JP¥235.2b (up 8.0% from FY 2023). Net income: JP¥24.7b (up 15% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • May 16Marui Group Co., Ltd., Annual General Meeting, Jun 24, 2024Marui Group Co., Ltd., Annual General Meeting, Jun 24, 2024.お知らせ • May 15Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 11,000,000 shares, representing 5.86% for ¥20,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 5.86% of its total shares outstanding excluding treasury shares, for a total of ¥20,000 million. The program is being conducted under the policy of lowering the capital adequacy ratio and to eliminate surplus capital in the retail segment. The repurchase program is valid till September 30, 2024. As of April 30, 2024, the company had 187,845,280 shares outstanding (excluding treasury shares) and had 20,815,137 shares in treasury.Buy Or Sell Opportunity • Apr 19Now 21% overvaluedOver the last 90 days, the stock has fallen 7.2% to €14.20. The fair value is estimated to be €11.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Upcoming Dividend • Mar 21Upcoming dividend of JP¥51.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.1%).お知らせ • Mar 02Marui Group Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Marui Group Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥32.63 (vs JP¥25.94 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.63 (up from JP¥25.94 in 3Q 2023). Revenue: JP¥58.4b (up 9.7% from 3Q 2023). Net income: JP¥6.15b (up 21% from 3Q 2023). Profit margin: 11% (up from 9.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 28Marui Group Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Marui Group Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥37.70 (vs JP¥47.97 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.70 (down from JP¥47.97 in 2Q 2023). Revenue: JP¥58.6b (up 1.3% from 2Q 2023). Net income: JP¥7.14b (down 25% from 2Q 2023). Profit margin: 12% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.1%).お知らせ • Aug 31Marui Group Co., Ltd. to Report Q2, 2024 Results on Nov 14, 2023Marui Group Co., Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥22.91 (vs JP¥19.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥22.91 (up from JP¥19.20 in 1Q 2023). Revenue: JP¥53.5b (up 4.8% from 1Q 2023). Net income: JP¥4.34b (up 13% from 1Q 2023). Profit margin: 8.1% (up from 7.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 21Marui Group Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Marui Group Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023お知らせ • May 11+ 1 more updateMarui Group Co., Ltd. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2024; Declares Dividend for the Year Ended March 31, 2023, Payable on June 28, 2023Marui Group Co., Ltd. provided dividend guidance for the second quarter and fiscal year ending March 31, 2024. For the quarter, the company expects to pay dividend of ¥50.00 per share against ¥29.00 paid last year.For the fiscal year, the company expects to pay a dividend of ¥51.00 per share against ¥30.00 paid last year.The company declared a dividend of ¥30.00 per share for the year ended March 31, 2023. Dividend payable date (as planned) on June 28, 2023.Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥109 (vs JP¥85.81 in FY 2022)Full year 2023 results: EPS: JP¥109 (up from JP¥85.81 in FY 2022). Revenue: JP¥217.9b (up 4.1% from FY 2022). Net income: JP¥21.5b (up 21% from FY 2022). Profit margin: 9.9% (up from 8.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.お知らせ • May 10Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 22,000,000 shares, representing 11.62% for ¥40,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 22,000,000 shares, representing 11.62% of its total shares outstanding excluding treasury shares, for a total of ¥40,000 million. The program is being conducted under the policy of lowering the capital adequacy ratio and to redistribute surplus capital in the retail segment. The repurchase program is valid till March 31, 2024. As of April 30, 2023, the company had 189,346,456 shares outstanding (excluding treasury shares) and had 19,313,961 shares in treasury.お知らせ • May 09Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2023Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.6%).Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥25.94 (vs JP¥19.52 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.94 (up from JP¥19.52 in 3Q 2022). Revenue: JP¥53.2b (up 2.3% from 3Q 2022). Net income: JP¥5.06b (up 26% from 3Q 2022). Profit margin: 9.5% (up from 7.7% in 3Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.お知らせ • Feb 07+ 1 more updateMarui Group Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2023Marui Group Co., Ltd. provided dividend guidance for the year ending March 31, 2023. For the year, the company expects dividend of JPY 30.00 per share against JPY 26.00 per share paid a year ago.お知らせ • Dec 15Marui Group Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023Marui Group Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥47.97 (vs JP¥42.50 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.97 (up from JP¥42.50 in 2Q 2022). Revenue: JP¥57.9b (up 3.5% from 2Q 2022). Net income: JP¥9.57b (up 7.6% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. 2 highly experienced directors. President, CEO, Group Representative Executive Officer & Representative Director Hiroshi Aoi is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Nov 12Marui Group Co., Ltd. Announces Guidance for the Second Quarter End Of Fiscal Year Ending March 31, 2023, Payable on December 15, 2022; Provides Earnings Guidance for the Year Ending 2023Marui Group Co., Ltd. announced guidance for the second quarter end Of fiscal year ending March 31, 2023. For the period, the company announced dividend of JPY 29.00 per share against JPY 26.00 per share paid a year ago. Dividend payable date (as planned) is December 15, 2022. For the year, the company expects dividend of JPY 30.00 per share against JPY 26.00 per share paid a year ago.お知らせ • Nov 11Marui Group Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year March 31, 2023Marui Group Co., Ltd. provided consolidated earnings guidance for the fiscal year March 31, 2023. For the period, the company expects Revenue to be JPY 222,000 million, Operating profit to be JPY 41,000 million, Profit attributable to owners of parent to be JPY 21,500 million, Basic earnings per share to be JPY 109.25.Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.1%).お知らせ • Sep 10Marui Group Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Marui Group Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥19.20 (vs JP¥15.59 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.20 (up from JP¥15.59 in 1Q 2022). Revenue: JP¥51.1b (up 5.1% from 1Q 2022). Net income: JP¥3.84b (up 15% from 1Q 2022). Profit margin: 7.5% (up from 6.9% in 1Q 2022). Over the next year, revenue is forecast to grow 7.8%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Aug 06+ 1 more updateMarui Group Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Marui Group Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expected revenue of JPY 222,000 million, operating profit of JPY 41,000 million, profit attributable to owners of the company of JPY 21,500 million and basic earnings per share of JPY 109.18.お知らせ • Jun 29Marui Group Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Marui Group Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥85.81 (vs JP¥10.85 in FY 2021)Full year 2022 results: EPS: JP¥85.81 (up from JP¥10.85 in FY 2021). Revenue: JP¥209.3b (down 5.2% from FY 2021). Net income: JP¥17.8b (up JP¥15.5b from FY 2021). Profit margin: 8.5% (up from 1.1% in FY 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 77% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • May 13+ 2 more updatesMarui Group Co., Ltd. Provides Dividend Guidance for the Six Months and Year Ending March 31, 2023Marui Group Co., Ltd. provided dividend guidance for the six months and year ending March 31, 2023. For the six months, the company expects dividend of JPY 29.00 per share against JPY 26.00 per share paid a year ago. For the year, the company expects dividend of JPY 29.00 per share against JPY 26.00 per share paid a year ago.お知らせ • May 12Marui Group Co., Ltd., Annual General Meeting, Jun 28, 2022Marui Group Co., Ltd., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. 2 highly experienced directors. President, CEO, Group Representative Executive Officer & Representative Director Hiroshi Aoi is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 08Marui Group Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Marui Group Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (2.1%).Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥19.52 (down from JP¥23.22 in 3Q 2021). Revenue: JP¥52.0b (down 5.8% from 3Q 2021). Net income: JP¥4.01b (down 20% from 3Q 2021). Profit margin: 7.7% (down from 9.0% in 3Q 2021). Revenue missed analyst estimates by 7.8%. Over the next year, revenue is forecast to grow 8.7%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Feb 03+ 1 more updateMarui Group Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2022Marui Group Co., Ltd. provided dividend guidance for the year ending March 31, 2022. For the year, the company expects dividend of JPY 26.00 per share against JPY 26.00 per share paid for the same period a year ago.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥42.50 (vs JP¥34.31 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥55.9b (down 12% from 2Q 2021). Net income: JP¥8.90b (up 21% from 2Q 2021). Profit margin: 16% (up from 12% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.8%).Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥15.59 (vs JP¥7.30 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥48.6b (up 5.4% from 1Q 2021). Net income: JP¥3.33b (up 113% from 1Q 2021). Profit margin: 6.9% (up from 3.4% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥10.85 (vs JP¥118 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥220.8b (down 11% from FY 2020). Net income: JP¥2.33b (down 91% from FY 2020). Profit margin: 1.1% (down from 10% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • May 13Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 18,000,000 shares, representing 8.4% for ¥30,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase 18,000,000 shares, representing 8.4% of its issued share capital for total worth of ¥30,000 million. The purpose of the program is to improve corporate value. The program is valid till March 31, 2022. As of April 30, 2021, the company had 214,411,138 shares outstanding and 9,249,279 shares in treasury.Upcoming Dividend • Mar 23Upcoming Dividend of JP¥26.00 Per ShareWill be paid on the 30th of June to those who are registered shareholders by the 30th of March. The trailing yield of 2.2% is below the top quartile of German dividend payers (3.3%), but it is higher than industry peers (1.8%).Is New 90 Day High Low • Mar 16New 90-day high: €16.50The company is up 11% from a price of €14.90 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Lagged the Multiline Retail industry, which is up 12% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €7.15 per share.Analyst Estimate Surprise Post Earnings • Feb 11Revenue misses expectationsRevenue missed analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 5.2%, compared to a 8.3% growth forecast for the Multiline Retail industry in Germany.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥23.22 (vs JP¥27.49 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥55.2b (down 9.5% from 3Q 2020). Net income: JP¥4.98b (down 16% from 3Q 2020). Profit margin: 9.0% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.Is New 90 Day High Low • Jan 06New 90-day low: €13.30The company is down 19% from its price of €16.40 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.51 per share.お知らせ • Dec 19Marui Group Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021Marui Group Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021Is New 90 Day High Low • Dec 09New 90-day low: €14.70The company is down 2.0% from its price of €15.00 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.39 per share.Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥34.31The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥63.2b (down 7.1% from 2Q 2020). Net income: JP¥7.36b (down 12% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectationsRevenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 1.7%, compared to a 7.1% growth forecast for the Multiline Retail industry in Germany.Is New 90 Day High Low • Nov 12New 90-day high: €17.00The company is up 21% from its price of €14.00 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.28 per share.お知らせ • Oct 10Marui Group Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Marui Group Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020Is New 90 Day High Low • Sep 28New 90-day high: €16.20The company is up 3.0% from its price of €15.70 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Multiline Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.38 per share.業績と収益の成長予測DB:MUI - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029337,54635,167-27,70036,28233/31/2028321,18134,285-20,10026,10393/31/2027298,78931,197-39,40026,94683/31/2026276,86228,476-65,900-48,397N/A12/31/2025272,39329,066-22,302-4,721N/A9/30/2025266,85929,264-6,38812,029N/A6/30/2025262,07828,303-14,393191N/A3/31/2025254,39226,588-17,585-4,482N/A12/31/2024252,50626,032-28,431-15,390N/A9/30/2024247,03925,341-34,110-18,612N/A6/30/2024241,40826,535-34,416-18,766N/A3/31/2024235,22724,66723,21438,003N/A12/31/2023226,20520,617N/AN/AN/A9/30/2023221,05319,53261311,000N/A6/30/2023220,32021,967N/AN/AN/A3/31/2023217,85421,4737,01616,717N/A12/31/2022214,97620,035N/AN/AN/A9/30/2022213,76918,977-25,289-17,080N/A6/30/2022211,81318,304N/AN/AN/A3/31/2022209,32317,7912,98811,519N/A12/31/2021212,8274,662N/AN/AN/A9/30/2021216,0165,63616,43025,441N/A6/30/2021223,3114,092N/AN/AN/A3/31/2021220,8322,32711,81922,193N/A12/31/2020225,65219,391N/AN/AN/A9/30/2020231,41220,33624,84436,217N/A6/30/2020236,27421,365N/AN/AN/A3/31/2020247,58225,39628,93039,909N/A12/31/2019251,31325,913N/AN/AN/A9/30/2019253,64926,845N/A40,396N/A6/30/2019250,65025,207N/AN/AN/A3/31/2019251,41525,341N/A26,396N/A12/31/2018249,59323,910N/AN/AN/A9/30/2018247,65624,072N/A-10,167N/A6/30/2018241,16521,490N/AN/AN/A3/31/2018238,99920,907N/A-19,329N/A12/31/2017236,34621,996N/AN/AN/A9/30/2017235,44720,317N/A-25,197N/A6/30/2017235,63420,348N/AN/AN/A3/31/2017237,02218,724N/A-45,955N/A12/31/2016240,78718,033N/AN/AN/A9/30/2016243,64918,502N/A-44,280N/A6/30/2016245,22817,920N/AN/AN/A3/31/2016245,86717,771N/A-35,310N/A12/31/2015285,20419,703N/AN/AN/A9/30/2015329,65117,133N/A-15,772N/A6/30/2015367,80016,736N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MUIの予測収益成長率 (年間7.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: MUIの収益 ( 7.1% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: MUIの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MUIの収益 ( 6.2% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: MUIの収益 ( 6.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MUIの 自己資本利益率 は、3年後には低くなると予測されています ( 14.5 %)。成長企業の発掘7D1Y7D1Y7D1YDiversified-financials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 09:37終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Marui Group Co., Ltd. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関Hidehiko AokiBofA Global ResearchElise WangCitigroup IncEmiri ShigeokaDaiwa Securities Co. Ltd.14 その他のアナリストを表示
お知らせ • Nov 11Marui Group Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year March 31, 2023Marui Group Co., Ltd. provided consolidated earnings guidance for the fiscal year March 31, 2023. For the period, the company expects Revenue to be JPY 222,000 million, Operating profit to be JPY 41,000 million, Profit attributable to owners of parent to be JPY 21,500 million, Basic earnings per share to be JPY 109.25.
お知らせ • Aug 06+ 1 more updateMarui Group Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Marui Group Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expected revenue of JPY 222,000 million, operating profit of JPY 41,000 million, profit attributable to owners of the company of JPY 21,500 million and basic earnings per share of JPY 109.18.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. Full Time Audit & Supervisory Board Member Hajime Sasaki was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥158 (vs JP¥143 in FY 2025)Full year 2026 results: EPS: JP¥158 (up from JP¥143 in FY 2025). Revenue: JP¥276.9b (up 8.8% from FY 2025). Net income: JP¥28.5b (up 7.1% from FY 2025). Profit margin: 10% (in line with FY 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • May 15Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2026Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2026.
お知らせ • May 09Marui Group Co., Ltd. to Report Q4, 2026 Results on May 15, 2026Marui Group Co., Ltd. announced that they will report Q4, 2026 results on May 15, 2026
お知らせ • Dec 26Marui Group Co., Ltd. to Report Nine Months, 2026 Results on Feb 10, 2026Marui Group Co., Ltd. announced that they will report nine months, 2026 results on Feb 10, 2026
お知らせ • Nov 11Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 10,000,000 shares, representing 5.55% for ¥20,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 5.55% of its issued share capital, for ¥20,000 million. The purpose of the program is to enhance capital efficiency and shareholder value while comprehensively taking into account factors such as the optimal capital structure, financial position, stock price level. The program is valid till May 15, 2026. As of April 30, 2025, the company had 180,271,540 outstanding shares (excluding treasury stock) and 3,388,877 treasury shares.
お知らせ • Sep 23Marui Group Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Marui Group Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
お知らせ • Jun 13Marui Group Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Marui Group Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 14Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 10,000,000 shares, representing 5.57% for ¥20,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 5.57% of its issued share capital, for ¥20,000 million. The purpose of the program is to flexibly repurchase treasury stock while considering the optimal capital structure, financial position, and stock price levels. The program is valid till November 15, 2025. As of April 30, 2025, the company had 179,493,697 outstanding shares (excluding treasury stock) and 29,166,720 treasury shares.
お知らせ • May 13Marui Group Co., Ltd., Annual General Meeting, Jun 25, 2025Marui Group Co., Ltd., Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 19Marui Group Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Marui Group Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
お知らせ • Dec 29Marui Group Co., Ltd. to Report Nine Months, 2025 Results on Feb 13, 2025Marui Group Co., Ltd. announced that they will report nine months, 2025 results on Feb 13, 2025
Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥31.75 (vs JP¥37.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.75 (down from JP¥37.70 in 2Q 2024). Revenue: JP¥64.2b (up 9.6% from 2Q 2024). Net income: JP¥5.94b (down 17% from 2Q 2024). Profit margin: 9.3% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Nov 12Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 11,000,000 shares, representing 5.88% for ¥20,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 5.88% of its issued share capital, for ¥20,000 million. The purpose of the program is to buy back its own shares in a flexible manner while comprehensively taking into account its financial condition and stock price level, etc. The program is valid till May 15, 2025. As of October 31, 2024, the company had 186,998,687 outstanding shares (excluding treasury stock) and 21,661,730 treasury shares.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.3%).
お知らせ • Sep 10Marui Group Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Marui Group Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥33.06 (vs JP¥22.91 in 1Q 2024)First quarter 2025 results: EPS: JP¥33.06 (up from JP¥22.91 in 1Q 2024). Revenue: JP¥59.7b (up 12% from 1Q 2024). Net income: JP¥6.21b (up 43% from 1Q 2024). Profit margin: 10% (up from 8.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to €14.70. The fair value is estimated to be €12.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 398%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥131 (vs JP¥109 in FY 2023)Full year 2024 results: EPS: JP¥131 (up from JP¥109 in FY 2023). Revenue: JP¥235.2b (up 8.0% from FY 2023). Net income: JP¥24.7b (up 15% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jun 10Marui Group Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Marui Group Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥131 (vs JP¥109 in FY 2023)Full year 2024 results: EPS: JP¥131 (up from JP¥109 in FY 2023). Revenue: JP¥235.2b (up 8.0% from FY 2023). Net income: JP¥24.7b (up 15% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • May 16Marui Group Co., Ltd., Annual General Meeting, Jun 24, 2024Marui Group Co., Ltd., Annual General Meeting, Jun 24, 2024.
お知らせ • May 15Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 11,000,000 shares, representing 5.86% for ¥20,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 5.86% of its total shares outstanding excluding treasury shares, for a total of ¥20,000 million. The program is being conducted under the policy of lowering the capital adequacy ratio and to eliminate surplus capital in the retail segment. The repurchase program is valid till September 30, 2024. As of April 30, 2024, the company had 187,845,280 shares outstanding (excluding treasury shares) and had 20,815,137 shares in treasury.
Buy Or Sell Opportunity • Apr 19Now 21% overvaluedOver the last 90 days, the stock has fallen 7.2% to €14.20. The fair value is estimated to be €11.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥51.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.1%).
お知らせ • Mar 02Marui Group Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Marui Group Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥32.63 (vs JP¥25.94 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.63 (up from JP¥25.94 in 3Q 2023). Revenue: JP¥58.4b (up 9.7% from 3Q 2023). Net income: JP¥6.15b (up 21% from 3Q 2023). Profit margin: 11% (up from 9.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 28Marui Group Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Marui Group Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥37.70 (vs JP¥47.97 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.70 (down from JP¥47.97 in 2Q 2023). Revenue: JP¥58.6b (up 1.3% from 2Q 2023). Net income: JP¥7.14b (down 25% from 2Q 2023). Profit margin: 12% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.1%).
お知らせ • Aug 31Marui Group Co., Ltd. to Report Q2, 2024 Results on Nov 14, 2023Marui Group Co., Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥22.91 (vs JP¥19.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥22.91 (up from JP¥19.20 in 1Q 2023). Revenue: JP¥53.5b (up 4.8% from 1Q 2023). Net income: JP¥4.34b (up 13% from 1Q 2023). Profit margin: 8.1% (up from 7.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 21Marui Group Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Marui Group Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
お知らせ • May 11+ 1 more updateMarui Group Co., Ltd. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2024; Declares Dividend for the Year Ended March 31, 2023, Payable on June 28, 2023Marui Group Co., Ltd. provided dividend guidance for the second quarter and fiscal year ending March 31, 2024. For the quarter, the company expects to pay dividend of ¥50.00 per share against ¥29.00 paid last year.For the fiscal year, the company expects to pay a dividend of ¥51.00 per share against ¥30.00 paid last year.The company declared a dividend of ¥30.00 per share for the year ended March 31, 2023. Dividend payable date (as planned) on June 28, 2023.
Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥109 (vs JP¥85.81 in FY 2022)Full year 2023 results: EPS: JP¥109 (up from JP¥85.81 in FY 2022). Revenue: JP¥217.9b (up 4.1% from FY 2022). Net income: JP¥21.5b (up 21% from FY 2022). Profit margin: 9.9% (up from 8.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.
お知らせ • May 10Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 22,000,000 shares, representing 11.62% for ¥40,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase up to 22,000,000 shares, representing 11.62% of its total shares outstanding excluding treasury shares, for a total of ¥40,000 million. The program is being conducted under the policy of lowering the capital adequacy ratio and to redistribute surplus capital in the retail segment. The repurchase program is valid till March 31, 2024. As of April 30, 2023, the company had 189,346,456 shares outstanding (excluding treasury shares) and had 19,313,961 shares in treasury.
お知らせ • May 09Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2023Marui Group Co., Ltd., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.6%).
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥25.94 (vs JP¥19.52 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.94 (up from JP¥19.52 in 3Q 2022). Revenue: JP¥53.2b (up 2.3% from 3Q 2022). Net income: JP¥5.06b (up 26% from 3Q 2022). Profit margin: 9.5% (up from 7.7% in 3Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.
お知らせ • Feb 07+ 1 more updateMarui Group Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2023Marui Group Co., Ltd. provided dividend guidance for the year ending March 31, 2023. For the year, the company expects dividend of JPY 30.00 per share against JPY 26.00 per share paid a year ago.
お知らせ • Dec 15Marui Group Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023Marui Group Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥47.97 (vs JP¥42.50 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.97 (up from JP¥42.50 in 2Q 2022). Revenue: JP¥57.9b (up 3.5% from 2Q 2022). Net income: JP¥9.57b (up 7.6% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. 2 highly experienced directors. President, CEO, Group Representative Executive Officer & Representative Director Hiroshi Aoi is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Nov 12Marui Group Co., Ltd. Announces Guidance for the Second Quarter End Of Fiscal Year Ending March 31, 2023, Payable on December 15, 2022; Provides Earnings Guidance for the Year Ending 2023Marui Group Co., Ltd. announced guidance for the second quarter end Of fiscal year ending March 31, 2023. For the period, the company announced dividend of JPY 29.00 per share against JPY 26.00 per share paid a year ago. Dividend payable date (as planned) is December 15, 2022. For the year, the company expects dividend of JPY 30.00 per share against JPY 26.00 per share paid a year ago.
お知らせ • Nov 11Marui Group Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year March 31, 2023Marui Group Co., Ltd. provided consolidated earnings guidance for the fiscal year March 31, 2023. For the period, the company expects Revenue to be JPY 222,000 million, Operating profit to be JPY 41,000 million, Profit attributable to owners of parent to be JPY 21,500 million, Basic earnings per share to be JPY 109.25.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.1%).
お知らせ • Sep 10Marui Group Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Marui Group Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥19.20 (vs JP¥15.59 in 1Q 2022)First quarter 2023 results: EPS: JP¥19.20 (up from JP¥15.59 in 1Q 2022). Revenue: JP¥51.1b (up 5.1% from 1Q 2022). Net income: JP¥3.84b (up 15% from 1Q 2022). Profit margin: 7.5% (up from 6.9% in 1Q 2022). Over the next year, revenue is forecast to grow 7.8%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Aug 06+ 1 more updateMarui Group Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Marui Group Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expected revenue of JPY 222,000 million, operating profit of JPY 41,000 million, profit attributable to owners of the company of JPY 21,500 million and basic earnings per share of JPY 109.18.
お知らせ • Jun 29Marui Group Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Marui Group Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥85.81 (vs JP¥10.85 in FY 2021)Full year 2022 results: EPS: JP¥85.81 (up from JP¥10.85 in FY 2021). Revenue: JP¥209.3b (down 5.2% from FY 2021). Net income: JP¥17.8b (up JP¥15.5b from FY 2021). Profit margin: 8.5% (up from 1.1% in FY 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 77% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • May 13+ 2 more updatesMarui Group Co., Ltd. Provides Dividend Guidance for the Six Months and Year Ending March 31, 2023Marui Group Co., Ltd. provided dividend guidance for the six months and year ending March 31, 2023. For the six months, the company expects dividend of JPY 29.00 per share against JPY 26.00 per share paid a year ago. For the year, the company expects dividend of JPY 29.00 per share against JPY 26.00 per share paid a year ago.
お知らせ • May 12Marui Group Co., Ltd., Annual General Meeting, Jun 28, 2022Marui Group Co., Ltd., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. 2 highly experienced directors. President, CEO, Group Representative Executive Officer & Representative Director Hiroshi Aoi is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 08Marui Group Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Marui Group Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (2.1%).
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥19.52 (down from JP¥23.22 in 3Q 2021). Revenue: JP¥52.0b (down 5.8% from 3Q 2021). Net income: JP¥4.01b (down 20% from 3Q 2021). Profit margin: 7.7% (down from 9.0% in 3Q 2021). Revenue missed analyst estimates by 7.8%. Over the next year, revenue is forecast to grow 8.7%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Feb 03+ 1 more updateMarui Group Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2022Marui Group Co., Ltd. provided dividend guidance for the year ending March 31, 2022. For the year, the company expects dividend of JPY 26.00 per share against JPY 26.00 per share paid for the same period a year ago.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥42.50 (vs JP¥34.31 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥55.9b (down 12% from 2Q 2021). Net income: JP¥8.90b (up 21% from 2Q 2021). Profit margin: 16% (up from 12% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.8%).
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥15.59 (vs JP¥7.30 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥48.6b (up 5.4% from 1Q 2021). Net income: JP¥3.33b (up 113% from 1Q 2021). Profit margin: 6.9% (up from 3.4% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥10.85 (vs JP¥118 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥220.8b (down 11% from FY 2020). Net income: JP¥2.33b (down 91% from FY 2020). Profit margin: 1.1% (down from 10% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • May 13Marui Group Co., Ltd. (TSE:8252) announces an Equity Buyback for 18,000,000 shares, representing 8.4% for ¥30,000 million.Marui Group Co., Ltd. (TSE:8252) announces a share repurchase program. Under the program, the company will repurchase 18,000,000 shares, representing 8.4% of its issued share capital for total worth of ¥30,000 million. The purpose of the program is to improve corporate value. The program is valid till March 31, 2022. As of April 30, 2021, the company had 214,411,138 shares outstanding and 9,249,279 shares in treasury.
Upcoming Dividend • Mar 23Upcoming Dividend of JP¥26.00 Per ShareWill be paid on the 30th of June to those who are registered shareholders by the 30th of March. The trailing yield of 2.2% is below the top quartile of German dividend payers (3.3%), but it is higher than industry peers (1.8%).
Is New 90 Day High Low • Mar 16New 90-day high: €16.50The company is up 11% from a price of €14.90 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Lagged the Multiline Retail industry, which is up 12% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €7.15 per share.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue misses expectationsRevenue missed analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 5.2%, compared to a 8.3% growth forecast for the Multiline Retail industry in Germany.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥23.22 (vs JP¥27.49 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥55.2b (down 9.5% from 3Q 2020). Net income: JP¥4.98b (down 16% from 3Q 2020). Profit margin: 9.0% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.
Is New 90 Day High Low • Jan 06New 90-day low: €13.30The company is down 19% from its price of €16.40 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.51 per share.
お知らせ • Dec 19Marui Group Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021Marui Group Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021
Is New 90 Day High Low • Dec 09New 90-day low: €14.70The company is down 2.0% from its price of €15.00 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.39 per share.
Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥34.31The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥63.2b (down 7.1% from 2Q 2020). Net income: JP¥7.36b (down 12% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectationsRevenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 1.7%, compared to a 7.1% growth forecast for the Multiline Retail industry in Germany.
Is New 90 Day High Low • Nov 12New 90-day high: €17.00The company is up 21% from its price of €14.00 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.28 per share.
お知らせ • Oct 10Marui Group Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Marui Group Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020
Is New 90 Day High Low • Sep 28New 90-day high: €16.20The company is up 3.0% from its price of €15.70 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Multiline Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.38 per share.