Unicharm（UN4）株式概要ウェルネスケア用品、ペットケア用品、フェミニンケア用品、ベビー・育児用品、キレイケア用品、食品包装資材などを販売。 詳細UN4 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績2/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より34.4%で取引されている 収益は年間11.46%増加すると予測されています 2.15%の安定した配当金を支払う リスク分析リスクチェックの結果、UN4 、リスクは検出されなかった。すべてのリスクチェックを見るUN4 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW475,659 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA475,659 investors already sharing narrativesYour Fair Value€Current Price€5.302.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01t2016201920222025202620282031Revenue JP¥1.2tEarnings JP¥80.3bAdvancedSet Fair ValueView all narrativesUnicharm Corporation 競合他社Henkel KGaASymbol: XTRA:HEN3Market cap: €29.9bBeiersdorfSymbol: XTRA:BEIMarket cap: €17.9bCloroxSymbol: NYSE:CLXMarket cap: US$12.8bKimberly-Clark de México S. A. B. de C. VSymbol: BMV:KIMBER AMarket cap: Mex$118.1b価格と性能株価の高値、安値、推移の概要Unicharm過去の株価現在の株価JP¥5.7052週高値JP¥6.0052週安値JP¥4.72ベータ0.261ヶ月の変化7.55%3ヶ月変化12.87%1年変化-2.56%3年間の変化-52.50%5年間の変化-52.05%IPOからの変化261.27%最新ニュースお知らせ • Aug 05Unicharm Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026Unicharm Corporation revised consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company now expects net sales to be JPY 1,015,000 million, profit attributable to owners of parent to be JPY 70,000 million and basic earnings per share to be JPY 40.68 against previous forecast of net sales of JPY 1,010,000 million, profit attributable to owners of parent of JPY 86,500 million and basic earnings per share of JPY 50.26.Reported Earnings • Aug 05Second quarter 2026 earnings released: EPS: JP¥12.35 (vs JP¥9.66 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.35 (up from JP¥9.66 in 2Q 2025). Revenue: JP¥252.9b (up 6.9% from 2Q 2025). Net income: JP¥21.3b (up 26% from 2Q 2025). Profit margin: 8.4% (up from 7.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 05Unicharm Corporation Announces Second Quarter-End Dividend for the Period Ended June 30, 2026, Payable on September 2, 2026Unicharm Corporation announced second quarter-end dividend of JPY 11.00 per share for the period ended June 30, 2026 against JPY 9.00 per share a year ago. Scheduled Date to Commence Dividend Payments: September 2, 2026.お知らせ • Jun 27Unicharm Corporation to Report Q2, 2026 Results on Aug 05, 2026Unicharm Corporation announced that they will report Q2, 2026 results on Aug 05, 2026Upcoming Dividend • Jun 25Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 02 September 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.6%).Board Change • May 21Less 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. Outside Independent Director Noriko Rzonca 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.最新情報をもっと見るRecent updatesお知らせ • Aug 05Unicharm Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026Unicharm Corporation revised consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company now expects net sales to be JPY 1,015,000 million, profit attributable to owners of parent to be JPY 70,000 million and basic earnings per share to be JPY 40.68 against previous forecast of net sales of JPY 1,010,000 million, profit attributable to owners of parent of JPY 86,500 million and basic earnings per share of JPY 50.26.Reported Earnings • Aug 05Second quarter 2026 earnings released: EPS: JP¥12.35 (vs JP¥9.66 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.35 (up from JP¥9.66 in 2Q 2025). Revenue: JP¥252.9b (up 6.9% from 2Q 2025). Net income: JP¥21.3b (up 26% from 2Q 2025). Profit margin: 8.4% (up from 7.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 05Unicharm Corporation Announces Second Quarter-End Dividend for the Period Ended June 30, 2026, Payable on September 2, 2026Unicharm Corporation announced second quarter-end dividend of JPY 11.00 per share for the period ended June 30, 2026 against JPY 9.00 per share a year ago. Scheduled Date to Commence Dividend Payments: September 2, 2026.お知らせ • Jun 27Unicharm Corporation to Report Q2, 2026 Results on Aug 05, 2026Unicharm Corporation announced that they will report Q2, 2026 results on Aug 05, 2026Upcoming Dividend • Jun 25Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 02 September 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.6%).Board Change • May 21Less 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. Outside Independent Director Noriko Rzonca 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 • May 09Unicharm Corporation to Report Q1, 2026 Results on May 08, 2026Unicharm Corporation announced that they will report Q1, 2026 results on May 08, 2026お知らせ • Feb 12+ 1 more updateUnicharm Corporation, Annual General Meeting, Mar 19, 2026Unicharm Corporation, Annual General Meeting, Mar 19, 2026.お知らせ • Feb 07Unicharm Corporation Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending December 31, 2025Unicharm Corporation revised Consolidated earnings guidance for the full Fiscal Year Ending December 31, 2025. For the year, the company now expects Net Sales of JPY 945,268 million, Core Operating Income of JPY 108,884 million, Profit Attributable to Owners of Parent of JPY 65,212 million and Basic Earnings Per Share of JPY 37.30 against previous guidance of Net Sales of JPY 974,000 million, Core Operating Income of JPY 120,000 million, Profit Attributable to Owners of Parent of JPY 85,100 million and Basic Earnings Per Share of JPY 48.68. In this revision of the financial forecasts, although net sales and core operating income performed better than expected in some regions such as North America and the Middle East, this was not enough to offset the struggles in China and Indonesia, resulting in a downward revision for the Company as a whole. The first factor is the feminine care business in China. Although there were signs of a temporary recovery from the impact of reputational damage that occurred in March 2025, new reputational damage occurred in October 2025. The impact of this lasted longer than expected, resulting in both sales and profits falling below the previous forecast. The second factor is Indonesia, where shipments were adjusted due to changes in distributors amidst a continued harsh business environment. In addition, profit before tax and profit attributable to owners of parent are expected to be significantly lower than the previous forecast. This is mainly due to the recording of an impairment loss of approximately JPY 6.0 billion on assets in the Asian region and a one-time charge associated with the revision of the GST (Goods and Services Tax) in India. Specifically, regarding the balance of paid GST (assets that can be used for input tax credits) previously recorded as assets by a local subsidiary, it has become difficult to offset a portion of it against future output GST or to receive refunds due to the impact of legal changes. As a result of a careful review of the recoverability of these assets, the Company has decided to record approximately JPY 6.9 billion as an evaluation loss under Other expenses.お知らせ • Dec 11Unicharm Corporation Accelerates Global Disposable Diaper Recycling with New Dry Washing MethodUnicharm Corporation has announced the development of an innovative new technology, the "Dry Washing Method," as part of its "RefF (Recycle for the Future)" disposable diaper recycling project. This pioneering method is set to open the path for disposable diaper recycling globally, particularly in water-scarce regions. The main technological breakthrough is the dramatic reduction of water consumption. The Dry Washing Method reduces water usage during the washing process to approximately 1/50th compared to conventional company methods. Previously, recycling disposable diapers required large amounts of water, creating a significant barrier in regions with poor water infrastructure or shortages. The Dry Washing Method resolves this by applying the fundamental concept of dry cleaning. It utilizes reusable solvents alongside unique sterilization and bleaching technologies to achieve hygienic processing while enabling dramatic water conservation. This makes it possible to transform "used disposable diapers" into "new resources" worldwide.お知らせ • Nov 09Unicharm Corporation to Report Fiscal Year 2025 Results on Feb 16, 2026Unicharm Corporation announced that they will report fiscal year 2025 results on Feb 16, 2026お知らせ • Aug 07Unicharm Corporation to Report Q3, 2025 Results on Nov 07, 2025Unicharm Corporation announced that they will report Q3, 2025 results on Nov 07, 2025お知らせ • May 20Unicharm Corporation to Report Q2, 2025 Results on Aug 05, 2025Unicharm Corporation announced that they will report Q2, 2025 results on Aug 05, 2025お知らせ • Mar 06Unicharm Corporation to Report Q1, 2025 Results on May 09, 2025Unicharm Corporation announced that they will report Q1, 2025 results on May 09, 2025お知らせ • Feb 13+ 1 more updateUnicharm Corporation, Annual General Meeting, Mar 19, 2025Unicharm Corporation, Annual General Meeting, Mar 19, 2025.お知らせ • Jan 03Unicharm Corporation to Report Fiscal Year 2024 Results on Feb 13, 2025Unicharm Corporation announced that they will report fiscal year 2024 results on Feb 13, 2025Board Change • Dec 30Less 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. Outside Independent Director Noriko Rzonca 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.Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥33.96 (vs JP¥44.55 in 3Q 2023)Third quarter 2024 results: EPS: JP¥33.96 (down from JP¥44.55 in 3Q 2023). Revenue: JP¥234.3b (flat on 3Q 2023). Net income: JP¥19.9b (down 24% from 3Q 2023). Profit margin: 8.5% (down from 11% in 3Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% 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 • Oct 26Unicharm Corporation to Report Q3, 2024 Results on Nov 08, 2024Unicharm Corporation announced that they will report Q3, 2024 results on Nov 08, 2024Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: JP¥37.07 (vs JP¥30.63 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.07 (up from JP¥30.63 in 2Q 2023). Revenue: JP¥251.4b (up 7.9% from 2Q 2023). Net income: JP¥21.8b (up 20% from 2Q 2023). Profit margin: 8.7% (up from 7.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Declared Dividend • Aug 08First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th December 2024 Payment date: 7th March 2025 Dividend yield will be 75%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 04 September 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.6%).お知らせ • Jun 02Unicharm Corporation to Report Q2, 2024 Results on Aug 06, 2024Unicharm Corporation announced that they will report Q2, 2024 results on Aug 06, 2024Reported Earnings • May 08First quarter 2024 earnings released: EPS: JP¥30.21 (vs JP¥27.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥30.21 (up from JP¥27.84 in 1Q 2023). Revenue: JP¥236.3b (up 7.0% from 1Q 2023). Net income: JP¥17.8b (up 7.9% from 1Q 2023). Profit margin: 7.5% (in line with 1Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Household Products industry in Europe. 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 1% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th June 2024 Payment date: 4th September 2024 Dividend yield will be 81%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 28Unicharm Corporation to Report Q1, 2024 Results on May 07, 2024Unicharm Corporation announced that they will report Q1, 2024 results on May 07, 2024Reported Earnings • Feb 08Full year 2023 earnings released: EPS: JP¥145 (vs JP¥114 in FY 2022)Full year 2023 results: EPS: JP¥145 (up from JP¥114 in FY 2022). Revenue: JP¥941.8b (up 4.9% from FY 2022). Net income: JP¥86.1b (up 27% from FY 2022). Profit margin: 9.1% (up from 7.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Household Products industry in Europe. 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 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 08Unicharm Corporation (TSE:8113) announces an Equity Buyback for 4,500,000 shares, representing 0.76% for ¥19,000 million.Unicharm Corporation (TSE:8113) announces a share repurchase program. Under the program, the company will repurchase 4,500,000 shares, representing 0.76% of its share capital, for ¥19,000 million. The company will repurchase its shares in order to enable further return of profits to shareholders and execution of flexible capital policy in response to changes in the business environment. The program will run until December 19, 2024. As of December 31, 2023, the company had 590,228,546 shares issued shares (excluding treasury shares) and 30,605,773 shares in treasury.お知らせ • Feb 07+ 1 more updateUnicharm Corporation Provides Consolidated Earnings Guidance for the Full Fiscal Year Ending December 31, 2024Unicharm Corporation provided Consolidated earnings guidance for the full Fiscal Year Ending December 31, 2024. For the year, company expects Net Sales of JPY 1,006,000 million, Core Operating Income of JPY 144,000 million, Profit Attributable to Owners of Parent of JPY 90,000 million and Basic Earnings Per Share of JPY 152.48.お知らせ • Jan 12Unicharm Corporation, Annual General Meeting, Mar 27, 2024Unicharm Corporation, Annual General Meeting, Mar 27, 2024.Upcoming Dividend • Dec 21Upcoming dividend of JP¥20.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 06 March 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.7%).お知らせ • Dec 10Unicharm Corporation to Report Fiscal Year 2023 Results on Feb 07, 2024Unicharm Corporation announced that they will report fiscal year 2023 results on Feb 07, 2024Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: JP¥44.55 (vs JP¥34.84 in 3Q 2022)Third quarter 2023 results: EPS: JP¥44.55 (up from JP¥34.84 in 3Q 2022). Revenue: JP¥233.5b (flat on 3Q 2022). Net income: JP¥26.3b (up 27% from 3Q 2022). Profit margin: 11% (up from 8.9% in 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: JP¥30.63 (vs JP¥25.04 in 2Q 2022)Second quarter 2023 results: EPS: JP¥30.63 (up from JP¥25.04 in 2Q 2022). Revenue: JP¥233.1b (up 7.3% from 2Q 2022). Net income: JP¥18.2b (up 22% from 2Q 2022). Profit margin: 7.8% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Jun 22Upcoming dividend of JP¥20.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).お知らせ • Jun 01Unicharm Corporation (TSE:8113) entered into Share Transfer Instrument to acquire 5.85% stake in Unicharm (Thailand) Company Limited from Osotspa Public Company Limited (SET:OSP) for THB 3 billion.Unicharm Corporation (TSE:8113) entered into Share Transfer Instrument to acquire 5.85% stake in Unicharm (Thailand) Company Limited from Osotspa Public Company Limited (SET:OSP) for THB 3 billion on May 31, 2023. As part of transaction, 420,500 shares will be acquired.お知らせ • May 10+ 1 more updateUnicharm Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2023Unicharm Corporation provided consolidated earnings guidance for the Fiscal Year Ending December 31, 2023. For the period, the company expects net sales to be JPY 963,500 million, core operating income to be JPY 141,000 million, profit attributable to owners of the parent to be JPY 80,900 million, basic earnings per share to be JPY 136.37.Reported Earnings • May 10First quarter 2023 earnings released: EPS: JP¥27.84 (vs JP¥28.22 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.84 (down from JP¥28.22 in 1Q 2022). Revenue: JP¥220.8b (up 8.1% from 1Q 2022). Net income: JP¥16.5b (down 1.8% from 1Q 2022). Profit margin: 7.5% (down from 8.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥898.0b (up 15% from FY 2021). Net income: JP¥67.6b (down 7.1% from FY 2021). Profit margin: 7.5% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: JP¥114 (vs JP¥122 in FY 2021)Full year 2022 results: EPS: JP¥114 (down from JP¥122 in FY 2021). Revenue: JP¥898.0b (up 15% from FY 2021). Net income: JP¥67.6b (down 7.1% from FY 2021). Profit margin: 7.5% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 09+ 2 more updatesUnicharm Corporation (TSE:8113) announces an Equity Buyback for 3,900,000 shares, representing 0.63% for ¥17,000 million.Unicharm Corporation (TSE:8113) announces a share repurchase program. Under the program, the company will repurchase 3,900,000 shares, representing 0.63% of its share capital, for ¥17,000 million. The company will repurchase its shares in order to enable further return of profits to shareholders and execution of flexible capital policy in response to changes in the business environment. The program will run until December 21, 2023. As of December 31, 2022, the company had 620,834,319 shares outstanding (excluding treasury shares) and 27,560,827 shares in treasury.Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 07 March 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.5%).お知らせ • Dec 16+ 2 more updatesUnicharm Corporation to Report Q3, 2023 Results on Nov 07, 2023Unicharm Corporation announced that they will report Q3, 2023 results on Nov 07, 2023お知らせ • Dec 06Unicharm Corporation to Report Fiscal Year 2022 Results on Feb 08, 2023Unicharm Corporation announced that they will report fiscal year 2022 results on Feb 08, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Shigeru Asada was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: JP¥34.86 (vs JP¥36.90 in 3Q 2021)Third quarter 2022 results: EPS: JP¥34.86 (down from JP¥36.90 in 3Q 2021). Revenue: JP¥232.9b (up 20% from 3Q 2021). Net income: JP¥20.7b (down 5.8% from 3Q 2021). Profit margin: 8.9% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Board Change • Nov 08Less 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. 4 non-independent directors. Independent Outside Director Shigeru Asada was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Aug 06Now 20% undervaluedOver the last 90 days, the stock is up 7.7%. The fair value is estimated to be €42.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.Upcoming Dividend • Jun 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 02 September 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (2.9%).Reported Earnings • May 11First quarter 2022 earnings released: EPS: JP¥28.22 (vs JP¥33.56 in 1Q 2021)First quarter 2022 results: EPS: JP¥28.22 (down from JP¥33.56 in 1Q 2021). Revenue: JP¥204.4b (up 12% from 1Q 2021). Net income: JP¥16.8b (down 16% from 1Q 2021). Profit margin: 8.2% (down from 11% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.5%, compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 02Full year 2021 earnings released: EPS: JP¥122 (vs JP¥87.60 in FY 2020)Full year 2021 results: EPS: JP¥122 (up from JP¥87.60 in FY 2020). Revenue: JP¥782.7b (up 7.6% from FY 2020). Net income: JP¥72.7b (up 39% from FY 2020). Profit margin: 9.3% (up from 7.2% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.2%, compared to a 2.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.Reported Earnings • Feb 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥122 (up from JP¥87.60 in FY 2020). Revenue: JP¥782.7b (up 7.6% from FY 2020). Net income: JP¥72.7b (up 39% from FY 2020). Profit margin: 9.3% (up from 7.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.0%, compared to a 1.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.Upcoming Dividend • Dec 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 08 March 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.7%).Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS JP¥36.88 (vs JP¥34.80 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥194.9b (up 9.6% from 3Q 2020). Net income: JP¥22.0b (up 5.7% from 3Q 2020). Profit margin: 11% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 02 September 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.4%).Reported Earnings • May 18First quarter 2021 earnings released: EPS JP¥33.56 (vs JP¥32.20 in 1Q 2020)The company reported a mediocre first quarter result with weaker revenues, although profit margins were flat and earnings improved. First quarter 2021 results: Revenue: JP¥182.0b (down 1.0% from 1Q 2020). Net income: JP¥20.1b (up 4.6% from 1Q 2020). Profit margin: 11% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Apr 02Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥727.5b (up 1.9% from FY 2019). Net income: JP¥52.3b (up 14% from FY 2019). Profit margin: 7.2% (up from 6.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥31.80, the stock is trading at a trailing P/E ratio of 48.1x, down from the previous P/E ratio of 58.1x. This compares to an average P/E of 18x in the Household Products industry in Europe. Total returns to shareholders over the past three years are 49%.Is New 90 Day High Low • Feb 26New 90-day low: €34.80The company is down 13% from its price of €39.80 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 Household Products industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.06 per share.Reported Earnings • Feb 18Full year 2020 earnings released: EPS JP¥87.60 (vs JP¥77.53 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥727.5b (up 1.9% from FY 2019). Net income: JP¥52.3b (up 14% from FY 2019). Profit margin: 7.2% (up from 6.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 18Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 6.0% while theHousehold Products industry in Germany is not expected to grow.Is New 90 Day High Low • Feb 02New 90-day low: €35.60The company is down 12% from its price of €40.40 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Household Products industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.98 per share.Upcoming Dividend • Dec 22Upcoming Dividend of JP¥16.00 Per ShareWill be paid on the 5th of March to those who are registered shareholders by the 29th of December. The trailing yield of 0.6% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (2.4%).Is New 90 Day High Low • Nov 19New 90-day high: €42.80The company is up 19% from its price of €36.00 on 20 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 Household Products industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.71 per share.Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS JP¥34.80The company reported a mediocre third quarter result with weaker revenues, although profit margins were flat and earnings were improved. Third quarter 2020 results: Revenue: JP¥177.9b (down 2.4% from 3Q 2019). Net income: JP¥20.8b (up 3.0% from 3Q 2019). Profit margin: 12% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Nov 08Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 7.0%, compared to a 1.8% growth forecast for the Household Products industry in Germany.Is New 90 Day High Low • Oct 14New 90-day high: €39.60The company is up 6.0% from its price of €37.20 on 16 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Household Products industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.13 per share.株主還元UN4DE Household ProductsDE 市場7D5.6%2.8%2.2%1Y-2.6%4.2%3.5%株主還元を見る業界別リターン: UN4過去 1 年間で4.2 % の収益を上げたGerman Household Products業界を下回りました。リターン対市場: UN4は、過去 1 年間で3.5 % のリターンを上げたGerman市場を下回りました。価格変動Is UN4's price volatile compared to industry and market?UN4 volatilityUN4 Average Weekly Movement5.7%Household Products Industry Average Movement5.3%Market Average Movement5.3%10% most volatile stocks in DE Market13.0%10% least volatile stocks in DE Market2.7%安定した株価: UN4 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: UN4の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト194116,542Takahisa Takaharawww.unicharm.co.jpウェルネスケア用品、ペットケア用品、フェミニンケア用品、ベビー・育児用品、キレイケア用品、食品包装資材などを販売。パーソナルケア事業とペットケア事業を行っている。ウェルネスケア製品は「ライフリー」、「チャームナップ」、「ウェーブ」、「クックアップ」、「ユニ・チャーム」ブランドで、ペットケア製品は「グランデリ」、「ベストバランス」、「フィジカライフドッグ」、「愛犬元気」、「シルバープレート」、「マナーウェア」、「デオシート」、「シルバースプーン」、「オールウェル」、「フィジカライフキャット」、「ねこ元気」、「デオトイレ」、「デオサンド」、「消臭ビーズ」、「デオクリーン」ブランドで、フェミニンケア製品は「ソフィ」、「シルコット」ブランドで提供している。また、「ムーニー」、「マミーポコパンツ」、「トレパンマン」、「オヤスミマン」、「RefF」ブランドで紙おむつやその他のベビーケア製品を提供している。ユニ・チャーム株式会社は1941年に設立され、東京に本社を置く。もっと見るUnicharm Corporation 基礎のまとめUnicharm の収益と売上を時価総額と比較するとどうか。UN4 基礎統計学時価総額€9.66b収益（TTM）€353.63m売上高(TTM)€5.31b27.3xPER（株価収益率1.8xP/SレシオUN4 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計UN4 損益計算書（TTM）収益JP¥968.23b売上原価JP¥581.25b売上総利益JP¥386.98bその他の費用JP¥322.55b収益JP¥64.43b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）37.44グロス・マージン39.97%純利益率6.65%有利子負債／自己資本比率1.5%UN4 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.2%現在の配当利回り54%配当性向UN4 配当は確実ですか？UN4 配当履歴とベンチマークを見るUN4 、いつまでに購入すれば配当金を受け取れますか？Unicharm 配当日配当落ち日Jun 29 2026配当支払日Sep 02 2026配当落ちまでの日数40 days配当支払日までの日数25 daysUN4 配当は確実ですか？UN4 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/07 11:01終値2026/08/07 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Unicharm Corporation 14 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。25 アナリスト機関Mitsuko MiyasakoBarclaysKentaro HosodaBofA Global ResearchHiroki WatanabeCitigroup Inc22 その他のアナリストを表示
お知らせ • Aug 05Unicharm Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026Unicharm Corporation revised consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company now expects net sales to be JPY 1,015,000 million, profit attributable to owners of parent to be JPY 70,000 million and basic earnings per share to be JPY 40.68 against previous forecast of net sales of JPY 1,010,000 million, profit attributable to owners of parent of JPY 86,500 million and basic earnings per share of JPY 50.26.
Reported Earnings • Aug 05Second quarter 2026 earnings released: EPS: JP¥12.35 (vs JP¥9.66 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.35 (up from JP¥9.66 in 2Q 2025). Revenue: JP¥252.9b (up 6.9% from 2Q 2025). Net income: JP¥21.3b (up 26% from 2Q 2025). Profit margin: 8.4% (up from 7.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 05Unicharm Corporation Announces Second Quarter-End Dividend for the Period Ended June 30, 2026, Payable on September 2, 2026Unicharm Corporation announced second quarter-end dividend of JPY 11.00 per share for the period ended June 30, 2026 against JPY 9.00 per share a year ago. Scheduled Date to Commence Dividend Payments: September 2, 2026.
お知らせ • Jun 27Unicharm Corporation to Report Q2, 2026 Results on Aug 05, 2026Unicharm Corporation announced that they will report Q2, 2026 results on Aug 05, 2026
Upcoming Dividend • Jun 25Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 02 September 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.6%).
Board Change • May 21Less 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. Outside Independent Director Noriko Rzonca 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 • Aug 05Unicharm Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026Unicharm Corporation revised consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company now expects net sales to be JPY 1,015,000 million, profit attributable to owners of parent to be JPY 70,000 million and basic earnings per share to be JPY 40.68 against previous forecast of net sales of JPY 1,010,000 million, profit attributable to owners of parent of JPY 86,500 million and basic earnings per share of JPY 50.26.
Reported Earnings • Aug 05Second quarter 2026 earnings released: EPS: JP¥12.35 (vs JP¥9.66 in 2Q 2025)Second quarter 2026 results: EPS: JP¥12.35 (up from JP¥9.66 in 2Q 2025). Revenue: JP¥252.9b (up 6.9% from 2Q 2025). Net income: JP¥21.3b (up 26% from 2Q 2025). Profit margin: 8.4% (up from 7.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 05Unicharm Corporation Announces Second Quarter-End Dividend for the Period Ended June 30, 2026, Payable on September 2, 2026Unicharm Corporation announced second quarter-end dividend of JPY 11.00 per share for the period ended June 30, 2026 against JPY 9.00 per share a year ago. Scheduled Date to Commence Dividend Payments: September 2, 2026.
お知らせ • Jun 27Unicharm Corporation to Report Q2, 2026 Results on Aug 05, 2026Unicharm Corporation announced that they will report Q2, 2026 results on Aug 05, 2026
Upcoming Dividend • Jun 25Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 02 September 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.6%).
Board Change • May 21Less 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. Outside Independent Director Noriko Rzonca 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 • May 09Unicharm Corporation to Report Q1, 2026 Results on May 08, 2026Unicharm Corporation announced that they will report Q1, 2026 results on May 08, 2026
お知らせ • Feb 12+ 1 more updateUnicharm Corporation, Annual General Meeting, Mar 19, 2026Unicharm Corporation, Annual General Meeting, Mar 19, 2026.
お知らせ • Feb 07Unicharm Corporation Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending December 31, 2025Unicharm Corporation revised Consolidated earnings guidance for the full Fiscal Year Ending December 31, 2025. For the year, the company now expects Net Sales of JPY 945,268 million, Core Operating Income of JPY 108,884 million, Profit Attributable to Owners of Parent of JPY 65,212 million and Basic Earnings Per Share of JPY 37.30 against previous guidance of Net Sales of JPY 974,000 million, Core Operating Income of JPY 120,000 million, Profit Attributable to Owners of Parent of JPY 85,100 million and Basic Earnings Per Share of JPY 48.68. In this revision of the financial forecasts, although net sales and core operating income performed better than expected in some regions such as North America and the Middle East, this was not enough to offset the struggles in China and Indonesia, resulting in a downward revision for the Company as a whole. The first factor is the feminine care business in China. Although there were signs of a temporary recovery from the impact of reputational damage that occurred in March 2025, new reputational damage occurred in October 2025. The impact of this lasted longer than expected, resulting in both sales and profits falling below the previous forecast. The second factor is Indonesia, where shipments were adjusted due to changes in distributors amidst a continued harsh business environment. In addition, profit before tax and profit attributable to owners of parent are expected to be significantly lower than the previous forecast. This is mainly due to the recording of an impairment loss of approximately JPY 6.0 billion on assets in the Asian region and a one-time charge associated with the revision of the GST (Goods and Services Tax) in India. Specifically, regarding the balance of paid GST (assets that can be used for input tax credits) previously recorded as assets by a local subsidiary, it has become difficult to offset a portion of it against future output GST or to receive refunds due to the impact of legal changes. As a result of a careful review of the recoverability of these assets, the Company has decided to record approximately JPY 6.9 billion as an evaluation loss under Other expenses.
お知らせ • Dec 11Unicharm Corporation Accelerates Global Disposable Diaper Recycling with New Dry Washing MethodUnicharm Corporation has announced the development of an innovative new technology, the "Dry Washing Method," as part of its "RefF (Recycle for the Future)" disposable diaper recycling project. This pioneering method is set to open the path for disposable diaper recycling globally, particularly in water-scarce regions. The main technological breakthrough is the dramatic reduction of water consumption. The Dry Washing Method reduces water usage during the washing process to approximately 1/50th compared to conventional company methods. Previously, recycling disposable diapers required large amounts of water, creating a significant barrier in regions with poor water infrastructure or shortages. The Dry Washing Method resolves this by applying the fundamental concept of dry cleaning. It utilizes reusable solvents alongside unique sterilization and bleaching technologies to achieve hygienic processing while enabling dramatic water conservation. This makes it possible to transform "used disposable diapers" into "new resources" worldwide.
お知らせ • Nov 09Unicharm Corporation to Report Fiscal Year 2025 Results on Feb 16, 2026Unicharm Corporation announced that they will report fiscal year 2025 results on Feb 16, 2026
お知らせ • Aug 07Unicharm Corporation to Report Q3, 2025 Results on Nov 07, 2025Unicharm Corporation announced that they will report Q3, 2025 results on Nov 07, 2025
お知らせ • May 20Unicharm Corporation to Report Q2, 2025 Results on Aug 05, 2025Unicharm Corporation announced that they will report Q2, 2025 results on Aug 05, 2025
お知らせ • Mar 06Unicharm Corporation to Report Q1, 2025 Results on May 09, 2025Unicharm Corporation announced that they will report Q1, 2025 results on May 09, 2025
お知らせ • Feb 13+ 1 more updateUnicharm Corporation, Annual General Meeting, Mar 19, 2025Unicharm Corporation, Annual General Meeting, Mar 19, 2025.
お知らせ • Jan 03Unicharm Corporation to Report Fiscal Year 2024 Results on Feb 13, 2025Unicharm Corporation announced that they will report fiscal year 2024 results on Feb 13, 2025
Board Change • Dec 30Less 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. Outside Independent Director Noriko Rzonca 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.
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥33.96 (vs JP¥44.55 in 3Q 2023)Third quarter 2024 results: EPS: JP¥33.96 (down from JP¥44.55 in 3Q 2023). Revenue: JP¥234.3b (flat on 3Q 2023). Net income: JP¥19.9b (down 24% from 3Q 2023). Profit margin: 8.5% (down from 11% in 3Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% 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 • Oct 26Unicharm Corporation to Report Q3, 2024 Results on Nov 08, 2024Unicharm Corporation announced that they will report Q3, 2024 results on Nov 08, 2024
Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: JP¥37.07 (vs JP¥30.63 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.07 (up from JP¥30.63 in 2Q 2023). Revenue: JP¥251.4b (up 7.9% from 2Q 2023). Net income: JP¥21.8b (up 20% from 2Q 2023). Profit margin: 8.7% (up from 7.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Declared Dividend • Aug 08First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th December 2024 Payment date: 7th March 2025 Dividend yield will be 75%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 04 September 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.6%).
お知らせ • Jun 02Unicharm Corporation to Report Q2, 2024 Results on Aug 06, 2024Unicharm Corporation announced that they will report Q2, 2024 results on Aug 06, 2024
Reported Earnings • May 08First quarter 2024 earnings released: EPS: JP¥30.21 (vs JP¥27.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥30.21 (up from JP¥27.84 in 1Q 2023). Revenue: JP¥236.3b (up 7.0% from 1Q 2023). Net income: JP¥17.8b (up 7.9% from 1Q 2023). Profit margin: 7.5% (in line with 1Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Household Products industry in Europe. 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 1% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th June 2024 Payment date: 4th September 2024 Dividend yield will be 81%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 28Unicharm Corporation to Report Q1, 2024 Results on May 07, 2024Unicharm Corporation announced that they will report Q1, 2024 results on May 07, 2024
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: JP¥145 (vs JP¥114 in FY 2022)Full year 2023 results: EPS: JP¥145 (up from JP¥114 in FY 2022). Revenue: JP¥941.8b (up 4.9% from FY 2022). Net income: JP¥86.1b (up 27% from FY 2022). Profit margin: 9.1% (up from 7.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Household Products industry in Europe. 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 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 08Unicharm Corporation (TSE:8113) announces an Equity Buyback for 4,500,000 shares, representing 0.76% for ¥19,000 million.Unicharm Corporation (TSE:8113) announces a share repurchase program. Under the program, the company will repurchase 4,500,000 shares, representing 0.76% of its share capital, for ¥19,000 million. The company will repurchase its shares in order to enable further return of profits to shareholders and execution of flexible capital policy in response to changes in the business environment. The program will run until December 19, 2024. As of December 31, 2023, the company had 590,228,546 shares issued shares (excluding treasury shares) and 30,605,773 shares in treasury.
お知らせ • Feb 07+ 1 more updateUnicharm Corporation Provides Consolidated Earnings Guidance for the Full Fiscal Year Ending December 31, 2024Unicharm Corporation provided Consolidated earnings guidance for the full Fiscal Year Ending December 31, 2024. For the year, company expects Net Sales of JPY 1,006,000 million, Core Operating Income of JPY 144,000 million, Profit Attributable to Owners of Parent of JPY 90,000 million and Basic Earnings Per Share of JPY 152.48.
お知らせ • Jan 12Unicharm Corporation, Annual General Meeting, Mar 27, 2024Unicharm Corporation, Annual General Meeting, Mar 27, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥20.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 06 March 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.7%).
お知らせ • Dec 10Unicharm Corporation to Report Fiscal Year 2023 Results on Feb 07, 2024Unicharm Corporation announced that they will report fiscal year 2023 results on Feb 07, 2024
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: JP¥44.55 (vs JP¥34.84 in 3Q 2022)Third quarter 2023 results: EPS: JP¥44.55 (up from JP¥34.84 in 3Q 2022). Revenue: JP¥233.5b (flat on 3Q 2022). Net income: JP¥26.3b (up 27% from 3Q 2022). Profit margin: 11% (up from 8.9% in 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: JP¥30.63 (vs JP¥25.04 in 2Q 2022)Second quarter 2023 results: EPS: JP¥30.63 (up from JP¥25.04 in 2Q 2022). Revenue: JP¥233.1b (up 7.3% from 2Q 2022). Net income: JP¥18.2b (up 22% from 2Q 2022). Profit margin: 7.8% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥20.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).
お知らせ • Jun 01Unicharm Corporation (TSE:8113) entered into Share Transfer Instrument to acquire 5.85% stake in Unicharm (Thailand) Company Limited from Osotspa Public Company Limited (SET:OSP) for THB 3 billion.Unicharm Corporation (TSE:8113) entered into Share Transfer Instrument to acquire 5.85% stake in Unicharm (Thailand) Company Limited from Osotspa Public Company Limited (SET:OSP) for THB 3 billion on May 31, 2023. As part of transaction, 420,500 shares will be acquired.
お知らせ • May 10+ 1 more updateUnicharm Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2023Unicharm Corporation provided consolidated earnings guidance for the Fiscal Year Ending December 31, 2023. For the period, the company expects net sales to be JPY 963,500 million, core operating income to be JPY 141,000 million, profit attributable to owners of the parent to be JPY 80,900 million, basic earnings per share to be JPY 136.37.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: JP¥27.84 (vs JP¥28.22 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.84 (down from JP¥28.22 in 1Q 2022). Revenue: JP¥220.8b (up 8.1% from 1Q 2022). Net income: JP¥16.5b (down 1.8% from 1Q 2022). Profit margin: 7.5% (down from 8.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥898.0b (up 15% from FY 2021). Net income: JP¥67.6b (down 7.1% from FY 2021). Profit margin: 7.5% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: JP¥114 (vs JP¥122 in FY 2021)Full year 2022 results: EPS: JP¥114 (down from JP¥122 in FY 2021). Revenue: JP¥898.0b (up 15% from FY 2021). Net income: JP¥67.6b (down 7.1% from FY 2021). Profit margin: 7.5% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 09+ 2 more updatesUnicharm Corporation (TSE:8113) announces an Equity Buyback for 3,900,000 shares, representing 0.63% for ¥17,000 million.Unicharm Corporation (TSE:8113) announces a share repurchase program. Under the program, the company will repurchase 3,900,000 shares, representing 0.63% of its share capital, for ¥17,000 million. The company will repurchase its shares in order to enable further return of profits to shareholders and execution of flexible capital policy in response to changes in the business environment. The program will run until December 21, 2023. As of December 31, 2022, the company had 620,834,319 shares outstanding (excluding treasury shares) and 27,560,827 shares in treasury.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 07 March 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.5%).
お知らせ • Dec 16+ 2 more updatesUnicharm Corporation to Report Q3, 2023 Results on Nov 07, 2023Unicharm Corporation announced that they will report Q3, 2023 results on Nov 07, 2023
お知らせ • Dec 06Unicharm Corporation to Report Fiscal Year 2022 Results on Feb 08, 2023Unicharm Corporation announced that they will report fiscal year 2022 results on Feb 08, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Shigeru Asada was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: JP¥34.86 (vs JP¥36.90 in 3Q 2021)Third quarter 2022 results: EPS: JP¥34.86 (down from JP¥36.90 in 3Q 2021). Revenue: JP¥232.9b (up 20% from 3Q 2021). Net income: JP¥20.7b (down 5.8% from 3Q 2021). Profit margin: 8.9% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 08Less 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. 4 non-independent directors. Independent Outside Director Shigeru Asada was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Aug 06Now 20% undervaluedOver the last 90 days, the stock is up 7.7%. The fair value is estimated to be €42.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 02 September 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (2.9%).
Reported Earnings • May 11First quarter 2022 earnings released: EPS: JP¥28.22 (vs JP¥33.56 in 1Q 2021)First quarter 2022 results: EPS: JP¥28.22 (down from JP¥33.56 in 1Q 2021). Revenue: JP¥204.4b (up 12% from 1Q 2021). Net income: JP¥16.8b (down 16% from 1Q 2021). Profit margin: 8.2% (down from 11% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.5%, compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 02Full year 2021 earnings released: EPS: JP¥122 (vs JP¥87.60 in FY 2020)Full year 2021 results: EPS: JP¥122 (up from JP¥87.60 in FY 2020). Revenue: JP¥782.7b (up 7.6% from FY 2020). Net income: JP¥72.7b (up 39% from FY 2020). Profit margin: 9.3% (up from 7.2% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.2%, compared to a 2.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • Feb 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥122 (up from JP¥87.60 in FY 2020). Revenue: JP¥782.7b (up 7.6% from FY 2020). Net income: JP¥72.7b (up 39% from FY 2020). Profit margin: 9.3% (up from 7.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.0%, compared to a 1.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
Upcoming Dividend • Dec 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 08 March 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.7%).
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS JP¥36.88 (vs JP¥34.80 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥194.9b (up 9.6% from 3Q 2020). Net income: JP¥22.0b (up 5.7% from 3Q 2020). Profit margin: 11% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 02 September 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.4%).
Reported Earnings • May 18First quarter 2021 earnings released: EPS JP¥33.56 (vs JP¥32.20 in 1Q 2020)The company reported a mediocre first quarter result with weaker revenues, although profit margins were flat and earnings improved. First quarter 2021 results: Revenue: JP¥182.0b (down 1.0% from 1Q 2020). Net income: JP¥20.1b (up 4.6% from 1Q 2020). Profit margin: 11% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 02Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥727.5b (up 1.9% from FY 2019). Net income: JP¥52.3b (up 14% from FY 2019). Profit margin: 7.2% (up from 6.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥31.80, the stock is trading at a trailing P/E ratio of 48.1x, down from the previous P/E ratio of 58.1x. This compares to an average P/E of 18x in the Household Products industry in Europe. Total returns to shareholders over the past three years are 49%.
Is New 90 Day High Low • Feb 26New 90-day low: €34.80The company is down 13% from its price of €39.80 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 Household Products industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.06 per share.
Reported Earnings • Feb 18Full year 2020 earnings released: EPS JP¥87.60 (vs JP¥77.53 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥727.5b (up 1.9% from FY 2019). Net income: JP¥52.3b (up 14% from FY 2019). Profit margin: 7.2% (up from 6.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 18Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 6.0% while theHousehold Products industry in Germany is not expected to grow.
Is New 90 Day High Low • Feb 02New 90-day low: €35.60The company is down 12% from its price of €40.40 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Household Products industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.98 per share.
Upcoming Dividend • Dec 22Upcoming Dividend of JP¥16.00 Per ShareWill be paid on the 5th of March to those who are registered shareholders by the 29th of December. The trailing yield of 0.6% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (2.4%).
Is New 90 Day High Low • Nov 19New 90-day high: €42.80The company is up 19% from its price of €36.00 on 20 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 Household Products industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.71 per share.
Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS JP¥34.80The company reported a mediocre third quarter result with weaker revenues, although profit margins were flat and earnings were improved. Third quarter 2020 results: Revenue: JP¥177.9b (down 2.4% from 3Q 2019). Net income: JP¥20.8b (up 3.0% from 3Q 2019). Profit margin: 12% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Nov 08Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 7.0%, compared to a 1.8% growth forecast for the Household Products industry in Germany.
Is New 90 Day High Low • Oct 14New 90-day high: €39.60The company is up 6.0% from its price of €37.20 on 16 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Household Products industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.13 per share.
