View ValuationToho 将来の成長Future 基準チェック /16Toho利益と収益がそれぞれ年間4.8%と3.4%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9.7% 5.4%なると予測されています。主要情報4.8%収益成長率5.41%EPS成長率Entertainment 収益成長17.3%収益成長率3.4%将来の株主資本利益率9.72%アナリストカバレッジGood最終更新日17 May 2026今後の成長に関する最新情報お知らせ • Apr 16Toho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2027Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2027. For the year, the company expects operating revenue of JPY 345,000 million, operating profit of JPY 62,000 million, profit attributable to owners of parent of JPY 41,000 million and basic earnings per share of JPY 48.85.お知らせ • Oct 16Toho Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026Toho Co., Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects operating revenue of ¥360,000 million compared to previous guidance of ¥300,000 million, operating profit of ¥65,000 million compared to previous guidance of ¥57,000 million, profit attributable to owners of parent of ¥47,500 million compared to previous guidance of ¥43,500 million and basic earnings per share of ¥280.13 compared to previous guidance of ¥256.55. Reason for the Revision,During the first half (March to August 2025) of the current fiscal year, the Film business significantly exceeded initial forecast, driven by the record-breaking success of films such as "Demon Slayer: Kimetsu no Yaiba Infinity Castle" and"KOKUHO." Furthermore, the IP and Anime business, Theatrical business, and Real Estate business also performed robustly. Given this situation, combined with the business outlook for the second half (September 2025 to February 2026) of the current fiscal year and recent performance, operating revenue, operating profit, ordinary profit, and profit attributable to owners of parent are now expectedto exceed the previously announced forecast.お知らせ • Jul 29Toho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the fiscal year ending February 28, 2025, the company expects operating revenue of JPY 280,000 million, operating profit of JPY 55,000 million and profit attributable to owners of parent of JPY 39,000 million or JPY 227.18 per basic share.お知らせ • Apr 30+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the fiscal year ending February 28, 2025, the company expects operating revenue of JPY 280,000 million, operating profit of JPY 55,000 million and profit attributable to owners of parent of JPY 39,000 million or JPY 223.50 per basic share.お知らせ • Jan 26+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 29, 2024Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 29, 2024. For the fiscal year ending February 29, 2024, the company expects operating revenue of JPY 270,000 million, operating profit of JPY 50,000 million and profit attributable to owners of parent of JPY 36,000 million or JPY 206.20 per basic share.お知らせ • Oct 26+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects operating revenue of JPY 240,000 million, operating profit of JPY 42,000 million, and profit attributable to owners of parent of JPY 32,000 million or basic earnings per share of JPY 181.45.すべての更新を表示Recent updatesお知らせ • 9hAkatsuki Games Inc., Toho Co., Ltd., Production I.G, Inc. Announce Debut of New ?5 Character Soichiro Hoshina in Kaiju No. 8 the GameAkatsuki Games Inc., TOHO CO., LTD., Production I.G, Inc. announced the highly anticipated debut of ?5 [Keystone of Western Japan] Soichiro Hoshina. As the elder brother of Soshiro Hoshina, Soichiro joins the playable roster as a formidable master of both sword-slay techniques and precision firearms. His arrival is marked by the new Special Event, "Whirlwind from the West," where players can experience a brand-new story and earn over 1,500 Dimensional Crystals through missions and challenges. Soichiro Hoshina—Captain of the Japan Defense Force's Sixth Division and older brother to Soshiro Hoshina—has arrived in western Tokyo to observe a newly emerged Dimensional Gate in the Third Division's jurisdiction. After coordinating with Captain Mina Ashiro, he heads straight to the heart of the Dimensional Kaiju disaster. Once on the scene, Soichiro turns the Third Division's operations upside down! The strongest in the west is here to stir up a storm in this whirlwind of a special event! In this Special Event, you can earn: · A new Home background, also featured in the story · Over 1,500 Dimensional Crystals · The event-limited ?4 Assault Rifle "AR-Egret 12" .as well as other rewards and titles! ?5 [Keystone of Western Japan] Soichiro Hoshina joins the battle in this update! Soichiro Hoshina is the Captain of the Japan Defense Force's Sixth Division and a key in the Western Japan forces, regarded in the West much like Gen Narumi is in the East. A master of the Hoshina-Style Sword-Slay Technique, he primarily wields a longsword but is also proficient with firearms. He is the older brother of Third Division Vice-Captain Soshiro Hoshina, who still resents him for "always tauntin' him 'bout bein' a wimp" when they were kids. ¦ New ?5 Character [Keystone of Western Japan] Soichiro Hoshina (Optimal weapon type: Assault Rifle) ¦ New ?5 Weapon AR-6710 (Assault Rifle).Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Izumi Okoshi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 16Toho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2027Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2027. For the year, the company expects operating revenue of JPY 345,000 million, operating profit of JPY 62,000 million, profit attributable to owners of parent of JPY 41,000 million and basic earnings per share of JPY 48.85.お知らせ • Apr 15Toho Co., Ltd. (TSE:9602) announces an Equity Buyback for 7,500,000 shares, for ¥13,000 million.Toho Co., Ltd. (TSE:9602) announces a share repurchase program. Under the program, the company will repurchase up to 7,500,000 shares, representing 0.89% of its share capital, for ¥13,000 million. The purpose of the program is to improve capital efficiency and enhance the return of profits to shareholders. The program will expire on May 22, 2026.お知らせ • Apr 14Toho Co., Ltd., Annual General Meeting, May 28, 2026Toho Co., Ltd., Annual General Meeting, May 28, 2026.お知らせ • Jan 14+ 1 more updateToho Co., Ltd. Revises Dividend Guidance for the Fiscal Year Ending February 28, 2026Toho Co., Ltd. revised dividend guidance for the fiscal year ending February 28, 2026. For the year-end, the company expected dividend of JPY 62.5 per share compared to previous guidance of JPY 42.5 per share a year ago. Reasons for the revisions: In the "Mid-Term Management Plan 2028" announced in April 2025, the Company established a shareholder return policy of maintaining a minimum annual dividend of JPY 85, a dividend payout ratio of 35% or more, and the flexible implementation of share buybacks. During the current fiscal year, the Film business significantly outperformed initial forecasts due to record-breaking hits such as "Demon Slayer: Kimetsuno Yaiba Infinity Castle" and "KOKUHO". Additionally, the IP and Anime, Theatrical, and Real Estate business have all performed steadily. Based on these trends and the shareholder returns policy, the Company has decided to increase the year-end dividend by JPY 20 from the previous forecast to JPY 62.5 per share to further enhance the return of profits to shareholders. As a result, the annual dividend is expected to be JPY 105 per share (compared to JPY 85 in the previous fiscal year).お知らせ • Dec 21Toho Co., Ltd. (TSE:9602) acquired Anime Ltd. from PLAION GmbH.Toho Co., Ltd. (TSE:9602) acquired Anime Ltd. from PLAION GmbH on December 19, 2025. As part of the acquisition, Anime Limited founder and managing director Andrew Partridge will remain with the company and join the leadership team of Toho's European regional headquarters. Toho Co., Ltd. (TSE:9602) completed the acquisition of Anime Ltd. from PLAION GmbH on December 19, 2025.お知らせ • Dec 02Akatsuki Games Inc., TOHO Co., Ltd., Production I.G, Inc. Announce Main Story Chapter 6: Operation: Reclaim Christmas Eve and the New 5 Character Gen Narumi Are Now AvailableKAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, is excited to announce that Main Story Chapter 6: Operation: Reclaim Christmas Eve and the new 5 character [Japan's Strongest Santa] Gen Narumi are now available! Main Story Chapter 6: operation: Reclaim Christmas EveNow Released! With each of their hopes held close, they rise up to protect the smiles of the children and the city. New Chapter Event: To celebrate the release of Main Story Chapter 6, the New Chapter Event is now available. Progress through Main Story Chapter 6 and challenge the Score Battles to earn rewards up to Dimensional Crystal x1500. For more details, please check out the in-game announcement. Main Story Chapter 6 Release Celebration Login Bonus: Naoya Matsumoto's hit manga series, Kaiju No. 8, has been serialized on Shueisha's Shonen Jump+, and with over 19 million copies printed and distributed in Japan (including digital editions) across 16 published volumes. The anime Kaiju No. 8 has also garnered immense popularity not only in Japan but also worldwide, particularly in North America. Following its global success, Kaiju No. 8 THE GAME--co-produced by the powerhouse team of Ak Akatsuki Games, TOO, and Production I.G--is now officially available on the App Store, Google Play, and Steam®?.お知らせ • Oct 22Toho Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026Toho Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026お知らせ • Oct 16Toho Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026Toho Co., Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects operating revenue of ¥360,000 million compared to previous guidance of ¥300,000 million, operating profit of ¥65,000 million compared to previous guidance of ¥57,000 million, profit attributable to owners of parent of ¥47,500 million compared to previous guidance of ¥43,500 million and basic earnings per share of ¥280.13 compared to previous guidance of ¥256.55. Reason for the Revision,During the first half (March to August 2025) of the current fiscal year, the Film business significantly exceeded initial forecast, driven by the record-breaking success of films such as "Demon Slayer: Kimetsu no Yaiba Infinity Castle" and"KOKUHO." Furthermore, the IP and Anime business, Theatrical business, and Real Estate business also performed robustly. Given this situation, combined with the business outlook for the second half (September 2025 to February 2026) of the current fiscal year and recent performance, operating revenue, operating profit, ordinary profit, and profit attributable to owners of parent are now expectedto exceed the previously announced forecast.お知らせ • Oct 15Toho Co., Ltd. (TSE:9602) announces an Equity Buyback for 2,000,000 shares, representing 1.18% for ¥17,587 million.Toho Co., Ltd. (TSE:9602) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 1.18% of its share capital, for ¥17,587 million. The shares will be repurchased at a price of ¥8,782 per share. The company will repurchase 1,700,000 shares from H2O Retailing. The purpose of the program is to to enhance shareholder returns and to implement flexible acquisition. Repurchases will be funded from the company’s own funds. If the offer is oversubscribed, the company will prorate the number of shares accepted for payment. The program will expire on November 13, 2025. As of September 30, 2025, the company had 169,571,665 shares (excluding treasury stock) in issue and 6,428,335 shares in treasury.お知らせ • Sep 22Akatsuki Games Inc., Toho Co., Ltd., Production I.G, Inc. Announces Kaiju No. 8 the Game Syncs Up with the Anime, Soshiro Hoshina Wearing Numbers Weapon 10KAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, announced that Soshiro Hoshina, wearing Numbers Weapon 10, debuts in the game right after his appearance in the latest episode of the Kaiju No. 8 anime. Additional assets, including the 5 Character Soshiro Hoshina and 5 Weapon SW- Susanoo (Twin Sweden), are available in the attached press asset folder. The character story for [United Front] Soshiro Hoshina is now live in KAIJU NO. 8 The GAME. This new episode highlights the activation experiment of a new identified Kaiju Weapon infused with the power of Kaiju No. 10. As Hoshina prepares for the battles ahead, he pushes himself to unlock even greater strength.お知らせ • Sep 16Toho Co., Ltd. Resolves Interim Dividend for the Period Ended August 31, 2025, Payable on November 21, 2025Toho Co., Ltd. announces that, at a meeting of its Board of Directors held September 16, 2025, it resolved to pay an interim dividend of ¥42.5 per share. Total amount of dividends of ¥7,206 million. Effective Date November 21, 2025. Record date is on August 31, 2025.お知らせ • Apr 14+ 3 more updatesToho Co., Ltd., Annual General Meeting, May 29, 2025Toho Co., Ltd., Annual General Meeting, May 29, 2025.お知らせ • Jan 15Toho Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025Toho Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 14, 2025お知らせ • Jan 14Toho Co., Ltd. to Report Q3, 2025 Results on Jun 14, 2025Toho Co., Ltd. announced that they will report Q3, 2025 results on Jun 14, 2025お知らせ • Dec 18Toho Co., Ltd. (TSE:9602) agreed to acquire an unknown minority stake in Orange Co., Ltd.Toho Co., Ltd. (TSE:9602) agreed to acquire an unknown minority stake in Orange Co., Ltd. on December 17, 2024. Toho Co., Ltd. will acquire 19.70% stake in Orange Co., Ltd. through acquisition of the company's common stock and subscription to its third-party allotment of new shares. The expected completion of the transaction is January 17, 2025.Buy Or Sell Opportunity • Nov 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to €35.00. The fair value is estimated to be €29.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 2.3% per annum over the same time period.お知らせ • Oct 25Toho Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Toho Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025Buy Or Sell Opportunity • Oct 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €35.40. The fair value is estimated to be €28.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.お知らせ • Oct 15Toho Co., Ltd. (TSE:9602) acquired 6.09% stake in CoMix Wave Films Inc.Toho Co., Ltd. (TSE:9602) acquired 6.09% stake in CoMix Wave Films Inc. on October 15, 2024. Toho Co acquired a portion of the shares of CoMix Wave at the request of Mr. Noritaka Kawaguchi, the founder of CoMix Wave. CoMix has 71 employees. Toho Co., Ltd. (TSE:9602) completed the acquisition of 6.09% stake in CoMix Wave Films Inc. on October 15, 2024.お知らせ • Oct 08Toho Co., Ltd. to Report Q2, 2025 Results on Oct 15, 2024Toho Co., Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024New Risk • Sep 29New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • Sep 26Dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th February 2025 Payment date: 26th May 2025 Dividend yield will be 97%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 21 November 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.9%).お知らせ • Jul 29Toho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the fiscal year ending February 28, 2025, the company expects operating revenue of JPY 280,000 million, operating profit of JPY 55,000 million and profit attributable to owners of parent of JPY 39,000 million or JPY 227.18 per basic share.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €30.40, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Entertainment industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.50 per share.Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥94.07 (vs JP¥70.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥94.07 (up from JP¥70.41 in 1Q 2024). Revenue: JP¥86.0b (up 16% from 1Q 2024). Net income: JP¥16.1b (up 31% from 1Q 2024). Profit margin: 19% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jul 02Now 22% overvaluedOver the last 90 days, the stock has fallen 8.7% to €27.40. The fair value is estimated to be €22.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.Buy Or Sell Opportunity • Jun 25Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to €27.60. The fair value is estimated to be €22.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.Buy Or Sell Opportunity • Jun 15Now 22% overvaluedOver the last 90 days, the stock has fallen 10% to €27.60. The fair value is estimated to be €22.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.Declared Dividend • Jun 06Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th August 2024 Payment date: 21st November 2024 Dividend yield will be 118%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 01Toho Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2025Toho Co., Ltd. provided dividend guidance for the Fiscal year ending February 28, 2025. For the period, the company expects dividend of JPY 35.00 per share against JPY 65.00 per share a year ago.お知らせ • Apr 30+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the fiscal year ending February 28, 2025, the company expects operating revenue of JPY 280,000 million, operating profit of JPY 55,000 million and profit attributable to owners of parent of JPY 39,000 million or JPY 223.50 per basic share.お知らせ • Apr 17+ 1 more updateToho Co., Ltd., Annual General Meeting, May 23, 2024Toho Co., Ltd., Annual General Meeting, May 23, 2024.Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥260 (vs JP¥190 in FY 2023)Full year 2024 results: EPS: JP¥260 (up from JP¥190 in FY 2023). Revenue: JP¥283.3b (up 16% from FY 2023). Net income: JP¥45.3b (up 36% from FY 2023). Profit margin: 16% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Feb 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (1.7%).お知らせ • Jan 31Toho Co., Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2024Toho Co., Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2024お知らせ • Jan 26+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 29, 2024Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 29, 2024. For the fiscal year ending February 29, 2024, the company expects operating revenue of JPY 270,000 million, operating profit of JPY 50,000 million and profit attributable to owners of parent of JPY 36,000 million or JPY 206.20 per basic share.Reported Earnings • Jan 16Third quarter 2024 earnings released: EPS: JP¥38.09 (vs JP¥31.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.09 (up from JP¥31.88 in 3Q 2023). Revenue: JP¥63.5b (up 6.9% from 3Q 2023). Net income: JP¥6.65b (up 19% from 3Q 2023). Profit margin: 11% (up from 9.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% 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 • Nov 29Toho Co., Ltd. to Report Q3, 2024 Results on Jan 15, 2024Toho Co., Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024お知らせ • Oct 24+ 1 more updateToho Co., Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending February 29, 2024, Payable on November 21, 2023; Provides Dividend Guidance for Fiscal Year Ending February 29, 2024Toho Co., Ltd. announced dividend for the second quarter of fiscal year ending February 29, 2024 and provided dividend guidance for fiscal year ending February 29, 2024. For second quarter of fiscal year ending February 29, 2024, company announced dividend of JPY 20 per share against dividend of JPY 20 a year ago. Dividend payable date is November 21, 2023.For fiscal year ending February 29, 2024, the company expects to pay dividend of JPY 40.00 per share for the fiscal year ending February 29, 2024 compared to JPY 40.00 per share paid a year ago.Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: JP¥54.18 (vs JP¥57.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥54.18 (down from JP¥57.01 in 2Q 2023). Revenue: JP¥65.5b (up 12% from 2Q 2023). Net income: JP¥9.46b (down 5.8% from 2Q 2023). Profit margin: 14% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 21 November 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.8%).お知らせ • Jul 30Toho Co., Ltd. to Report Q2, 2024 Final Results on Oct 11, 2023Toho Co., Ltd. announced that they will report Q2, 2024 final results on Oct 11, 2023Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥70.41 (vs JP¥65.22 in 1Q 2023)First quarter 2024 results: EPS: JP¥70.41 (up from JP¥65.22 in 1Q 2023). Revenue: JP¥74.2b (up 20% from 1Q 2023). Net income: JP¥12.3b (up 6.7% from 1Q 2023). Profit margin: 17% (down from 19% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 28Full year 2023 earnings released: EPS: JP¥190 (vs JP¥167 in FY 2022)Full year 2023 results: EPS: JP¥190 (up from JP¥167 in FY 2022). Revenue: JP¥244.3b (up 7.0% from FY 2022). Net income: JP¥33.4b (up 13% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥190 (vs JP¥167 in FY 2022)Full year 2023 results: EPS: JP¥190 (up from JP¥167 in FY 2022). Revenue: JP¥244.3b (up 7.0% from FY 2022). Net income: JP¥33.4b (up 13% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.8%).お知らせ • Jan 31Toho Co., Ltd. to Report Fiscal Year 2023 Results on Apr 13, 2023Toho Co., Ltd. announced that they will report fiscal year 2023 results on Apr 13, 2023お知らせ • Jan 24+ 1 more updateToho Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2023Toho Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2023. For the year, the company expects dividend of JPY 20.00 per share against JPY 17.50 per share a year ago.Reported Earnings • Jan 13Third quarter 2023 earnings released: EPS: JP¥31.88 (vs JP¥28.81 in 3Q 2022)Third quarter 2023 results: EPS: JP¥31.88 (up from JP¥28.81 in 3Q 2022). Revenue: JP¥59.4b (up 17% from 3Q 2022). Net income: JP¥5.58b (up 9.8% from 3Q 2022). Profit margin: 9.4% (in line with 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Entertainment industry in Germany. 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 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 30Toho Co., Ltd. to Report Q3, 2023 Results on Jan 12, 2023Toho Co., Ltd. announced that they will report Q3, 2023 results on Jan 12, 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. 6 non-independent directors. Independent Outside Director Masako Orii 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.お知らせ • Oct 26+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects operating revenue of JPY 240,000 million, operating profit of JPY 42,000 million, and profit attributable to owners of parent of JPY 32,000 million or basic earnings per share of JPY 181.45.Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥47.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥47.58 in 2Q 2022). Revenue: JP¥58.5b (down 2.9% from 2Q 2022). Net income: JP¥10.0b (up 20% from 2Q 2022). Profit margin: 17% (up from 14% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Oct 13Toho Co., Ltd. (TSE:9602) announces an Equity Buyback for 1,000,000 shares, representing 0.57% for ¥6,000 million.Toho Co., Ltd. (TSE:9602) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 0.57% of its share capital, for ¥6,000 million. The purpose of the program is to improve capital efficiency and enhance the return of profits to shareholders. The program will expire on November 30, 2022. As of September 30, 2022, the company had 175,899,605 shares (excluding treasury stock) in issue and 10,591,028 shares in treasury.お知らせ • Sep 28Toho Co., Ltd. (TSE:9602) agreed to acquire AID-DCC Inc. from Yukihiro Tominaga.Toho Co., Ltd. (TSE:9602) agreed to acquire AID-DCC Inc. from Yukihiro Tominaga on September 27, 2022.Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 21 November 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.1%).お知らせ • Jul 31Toho Co., Ltd. to Report Q2, 2023 Results on Oct 12, 2022Toho Co., Ltd. announced that they will report Q2, 2023 results on Oct 12, 2022お知らせ • Jul 26+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects operating revenue of JPY 232,000 million, operating profit of JPY 38,000 million, and profit attributable to owners of parent of JPY 28,500 million or basic earnings per share of JPY 161.41.Reported Earnings • Jul 13First quarter 2023 earnings released: EPS: JP¥65.22 (vs JP¥37.62 in 1Q 2022)First quarter 2023 results: EPS: JP¥65.22 (up from JP¥37.62 in 1Q 2022). Revenue: JP¥61.9b (up 7.0% from 1Q 2022). Net income: JP¥11.5b (up 72% from 1Q 2022). Profit margin: 19% (up from 12% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 132% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Jul 13Toho Co., Ltd. (TSE:9602) announces an Equity Buyback for 1,000,000 shares, representing 0.57% for ¥6,000 million.Toho Co., Ltd. (TSE:9602) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 0.57% of its share capital, for ¥6,000 million. The purpose of the program is to improve capital efficiency and enhance the return of profits to shareholders. The program will expire on September 30, 2022. As of June 30, 2022, the company had 176,899,823 shares (excluding treasury stock) in issue and 9,590,810 shares in treasury.Reported Earnings • Jun 01Full year 2022 earnings released: EPS: JP¥167 (vs JP¥82.54 in FY 2021)Full year 2022 results: EPS: JP¥167 (up from JP¥82.54 in FY 2021). Revenue: JP¥228.4b (up 19% from FY 2021). Net income: JP¥29.6b (up 101% from FY 2021). Profit margin: 13% (up from 7.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 131% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Outside Director Masako Orii 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 • Apr 14Full year 2022 earnings released: EPS: JP¥167 (vs JP¥82.54 in FY 2021)Full year 2022 results: EPS: JP¥167 (up from JP¥82.54 in FY 2021). Revenue: JP¥228.4b (up 19% from FY 2021). Net income: JP¥29.6b (up 101% from FY 2021). Profit margin: 13% (up from 7.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 180% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Feb 18Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 28 May 2022. Payout ratio is a comfortable 26% 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 (1.8%).お知らせ • Jan 30Toho Co., Ltd. to Report Fiscal Year 2022 Results on Apr 12, 2022Toho Co., Ltd. announced that they will report fiscal year 2022 results on Apr 12, 2022お知らせ • Jan 26Toho Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending February 28, 2022Toho Co., Ltd. provided earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expected to operating revenue of JPY 226,000 million, operating profit of JPY 38,000 million, ordinary profit of JPY 40,000 million, profit attributable to owners of parent of JPY 26,000 million or basic EPS of JPY 147.Reported Earnings • Jan 13Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥28.81 (down from JP¥41.82 in 3Q 2021). Revenue: JP¥50.6b (down 21% from 3Q 2021). Net income: JP¥5.08b (down 32% from 3Q 2021). Profit margin: 10% (down from 12% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 20%, compared to a 326% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% 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 • Nov 25Toho Co., Ltd. (TSE:9602) announces an Equity Buyback for 1 shares, for ¥0.00538 million.Toho Co., Ltd. (TSE:9602) announces a share repurchase program. Under the program, the company will repurchase 1 shares, representing 0.8% of its share capital, for ¥0.00538 million. As of November 13, 2021, the company had 186,490,633 shares in issue.Reported Earnings • Oct 13Second quarter 2022 earnings released: EPS JP¥47.58 (vs JP¥20.12 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥60.2b (up 47% from 2Q 2021). Net income: JP¥8.40b (up 135% from 2Q 2021). Profit margin: 14% (up from 8.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 17 November 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.8%).Reported Earnings • Jul 15First quarter 2022 earnings released: EPS JP¥37.62 (vs JP¥1.22 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥57.8b (up 75% from 1Q 2021). Net income: JP¥6.68b (up JP¥6.47b from 1Q 2021). Profit margin: 12% (up from 0.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Jun 01Full year 2021 earnings released: EPS JP¥82.54 (vs JP¥204 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥191.9b (down 27% from FY 2020). Net income: JP¥14.7b (down 60% from FY 2020). Profit margin: 7.7% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Apr 16Full year 2021 earnings released: EPS JP¥82.54 (vs JP¥204 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥191.9b (down 27% from FY 2020). Net income: JP¥14.7b (down 60% from FY 2020). Profit margin: 7.7% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Jan 31Toho Co., Ltd. to Report Fiscal Year 2021 Results on Apr 13, 2021Toho Co., Ltd. announced that they will report fiscal year 2021 results on Apr 13, 2021Analyst Estimate Surprise Post Earnings • Jan 18Revenue beats expectationsRevenue exceeded analyst estimates by 16%. Over the next year, revenue is forecast to grow 13%, compared to a 7.7% growth forecast for the Entertainment industry in Germany.Analyst Estimate Surprise Post Earnings • Jan 16Revenue beats expectationsRevenue exceeded analyst estimates by 16%. Over the next year, revenue is forecast to grow 13%, compared to a 7.6% growth forecast for the Entertainment industry in Germany.Is New 90 Day High Low • Jan 16New 90-day low: €31.60The company is down 11% from its price of €35.60 on 16 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 Entertainment industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.80 per share.Analyst Estimate Surprise Post Earnings • Jan 14Revenue beats expectationsRevenue exceeded analyst estimates by 16%. Over the next year, revenue is forecast to grow 13%, compared to a 7.6% growth forecast for the Entertainment industry in Germany.Reported Earnings • Jan 14Third quarter 2021 earnings released: EPS JP¥41.82The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥63.8b (up 12% from 3Q 2020). Net income: JP¥7.43b (up 13% from 3Q 2020). Profit margin: 12% (in line with 3Q 2020). 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 6% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Dec 08New 90-day low: €32.20The company is down 2.0% from its price of €33.00 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.46 per share.Is New 90 Day High Low • Oct 14New 90-day high: €36.20The company is up 31% from its price of €27.60 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 Entertainment industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.26 per share.Reported Earnings • Oct 14First half earnings releasedOver the last 12 months the company has reported total profits of JP¥17.5b, down 52% from the prior year. Total revenue was JP¥192.7b over the last 12 months, down 25% from the prior year.お知らせ • Sep 29Toho Co., Ltd. (TSE:9602) agreed to acquire the remaining 26.8% stake in FMI Corporation from Japan Ireland Investment Partners - S Unlimited Company, Advantage Partners IV-S Fund L.P., a fund managed by AP IV-S GP Co., Ltd, AP Cayman Partners II-S, L.P., a fund managed by Cayman Capital Management II, Inc., Advantage Partners Investment Partnership No. 57, a fund managed by AP3 Co., Ltd. and Takeo Kimoto.Toho Co., Ltd. (TSE:9602) agreed to acquire the remaining 26.8% stake in FMI Corporation from Japan Ireland Investment Partners - S Unlimited Company, Advantage Partners IV-S Fund L.P., a fund managed by AP IV-S GP Co., Ltd, AP Cayman Partners II-S, L.P., a fund managed by Cayman Capital Management II, Inc., Advantage Partners Investment Partnership No. 57, a fund managed by AP3 Co., Ltd. and Takeo Kimoto on May 25, 2020. Under the terms, Toho Co., Ltd. will acquire 27,420 shares of FMI Corporation. Takeo Kimoto will sell 5% of its stake in FMI to Toho. The agreement is planned to be signed on May 26, 2020.FMI Corporation reported revenue of ¥6.7 billion and net income of ¥55 million as of June 30, 2019. The transaction is expected to complete in July 2020.業績と収益の成長予測DB:TOH - 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2/28/2029389,86056,75341,47674,92662/29/2028381,38754,35938,64573,20592/28/2027357,54148,44240,54663,61692/28/2026360,66351,76849,89665,334N/A11/30/2025360,36855,80346,75566,595N/A8/31/2025341,16750,32247,13266,176N/A5/31/2025323,03443,93335,01351,750N/A2/28/2025313,17143,35719,08551,617N/A11/30/2024314,41651,02222,13352,217N/A8/31/2024307,38650,01714,46447,469N/A5/31/2024295,17049,14122,24456,410N/A2/29/2024283,34745,28321,66543,350N/A11/30/2023267,65734,69426,00347,497N/A8/31/2023263,58433,62331,57849,019N/A5/31/2023256,58334,20526,75046,591N/A2/28/2023244,29533,43028,48245,404N/A11/30/2022239,48536,54227,60142,282N/A8/31/2022230,67036,04529,27349,686N/A5/31/2022232,42434,40020,23346,767N/A2/28/2022228,36729,56826,51853,460N/A11/30/2021222,72823,62618,61743,658N/A8/31/2021236,00725,97429,02249,944N/A5/31/2021216,74421,15431,89543,127N/A2/28/2021191,94814,6882,99512,512N/A11/30/2020199,48018,36210,89021,506N/A8/31/2020192,69917,5192,94713,509N/A5/31/2020228,03625,82512,59524,070N/A2/29/2020262,76636,60945,20355,892N/A11/30/2019258,94935,848N/A49,798N/A8/31/2019257,34836,233N/A47,662N/A5/31/2019247,80633,112N/A43,569N/A2/28/2019246,27430,197N/A37,603N/A11/30/2018240,67529,137N/A37,490N/A8/31/2018236,35527,527N/A35,102N/A5/31/2018237,87629,477N/A39,154N/A2/28/2018242,66833,553N/A43,427N/A11/30/2017245,87233,329N/A47,700N/A8/31/2017257,86239,542N/A60,466N/A5/31/2017246,75336,707N/A54,051N/A2/28/2017233,54833,252N/A41,803N/A11/30/2016232,52333,130N/A43,424N/A8/31/2016220,54926,624N/A33,811N/A5/31/2016229,97827,118N/A40,065N/A2/29/2016229,43225,847N/A46,180N/A11/30/2015229,61826,300N/A47,543N/A8/31/2015222,56824,352N/A44,563N/A5/31/2015207,15421,391N/A36,154N/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: TOHの予測収益成長率 (年間4.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: TOHの収益 ( 4.8% ) 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: TOH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: TOHの収益 ( 3.4% ) 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: TOHの収益 ( 3.4% ) 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: TOH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 ( 9.7 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 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2026/05/22 10:39終値2026/05/22 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Toho Co., Ltd. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Yusuke NoguchiBofA Global ResearchHiroki KondoCitigroup IncKazuki SakaguchiDaiwa Securities Co. Ltd.18 その他のアナリストを表示
お知らせ • Apr 16Toho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2027Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2027. For the year, the company expects operating revenue of JPY 345,000 million, operating profit of JPY 62,000 million, profit attributable to owners of parent of JPY 41,000 million and basic earnings per share of JPY 48.85.
お知らせ • Oct 16Toho Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026Toho Co., Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects operating revenue of ¥360,000 million compared to previous guidance of ¥300,000 million, operating profit of ¥65,000 million compared to previous guidance of ¥57,000 million, profit attributable to owners of parent of ¥47,500 million compared to previous guidance of ¥43,500 million and basic earnings per share of ¥280.13 compared to previous guidance of ¥256.55. Reason for the Revision,During the first half (March to August 2025) of the current fiscal year, the Film business significantly exceeded initial forecast, driven by the record-breaking success of films such as "Demon Slayer: Kimetsu no Yaiba Infinity Castle" and"KOKUHO." Furthermore, the IP and Anime business, Theatrical business, and Real Estate business also performed robustly. Given this situation, combined with the business outlook for the second half (September 2025 to February 2026) of the current fiscal year and recent performance, operating revenue, operating profit, ordinary profit, and profit attributable to owners of parent are now expectedto exceed the previously announced forecast.
お知らせ • Jul 29Toho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the fiscal year ending February 28, 2025, the company expects operating revenue of JPY 280,000 million, operating profit of JPY 55,000 million and profit attributable to owners of parent of JPY 39,000 million or JPY 227.18 per basic share.
お知らせ • Apr 30+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the fiscal year ending February 28, 2025, the company expects operating revenue of JPY 280,000 million, operating profit of JPY 55,000 million and profit attributable to owners of parent of JPY 39,000 million or JPY 223.50 per basic share.
お知らせ • Jan 26+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 29, 2024Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 29, 2024. For the fiscal year ending February 29, 2024, the company expects operating revenue of JPY 270,000 million, operating profit of JPY 50,000 million and profit attributable to owners of parent of JPY 36,000 million or JPY 206.20 per basic share.
お知らせ • Oct 26+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects operating revenue of JPY 240,000 million, operating profit of JPY 42,000 million, and profit attributable to owners of parent of JPY 32,000 million or basic earnings per share of JPY 181.45.
お知らせ • 9hAkatsuki Games Inc., Toho Co., Ltd., Production I.G, Inc. Announce Debut of New ?5 Character Soichiro Hoshina in Kaiju No. 8 the GameAkatsuki Games Inc., TOHO CO., LTD., Production I.G, Inc. announced the highly anticipated debut of ?5 [Keystone of Western Japan] Soichiro Hoshina. As the elder brother of Soshiro Hoshina, Soichiro joins the playable roster as a formidable master of both sword-slay techniques and precision firearms. His arrival is marked by the new Special Event, "Whirlwind from the West," where players can experience a brand-new story and earn over 1,500 Dimensional Crystals through missions and challenges. Soichiro Hoshina—Captain of the Japan Defense Force's Sixth Division and older brother to Soshiro Hoshina—has arrived in western Tokyo to observe a newly emerged Dimensional Gate in the Third Division's jurisdiction. After coordinating with Captain Mina Ashiro, he heads straight to the heart of the Dimensional Kaiju disaster. Once on the scene, Soichiro turns the Third Division's operations upside down! The strongest in the west is here to stir up a storm in this whirlwind of a special event! In this Special Event, you can earn: · A new Home background, also featured in the story · Over 1,500 Dimensional Crystals · The event-limited ?4 Assault Rifle "AR-Egret 12" .as well as other rewards and titles! ?5 [Keystone of Western Japan] Soichiro Hoshina joins the battle in this update! Soichiro Hoshina is the Captain of the Japan Defense Force's Sixth Division and a key in the Western Japan forces, regarded in the West much like Gen Narumi is in the East. A master of the Hoshina-Style Sword-Slay Technique, he primarily wields a longsword but is also proficient with firearms. He is the older brother of Third Division Vice-Captain Soshiro Hoshina, who still resents him for "always tauntin' him 'bout bein' a wimp" when they were kids. ¦ New ?5 Character [Keystone of Western Japan] Soichiro Hoshina (Optimal weapon type: Assault Rifle) ¦ New ?5 Weapon AR-6710 (Assault Rifle).
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Izumi Okoshi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 16Toho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2027Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2027. For the year, the company expects operating revenue of JPY 345,000 million, operating profit of JPY 62,000 million, profit attributable to owners of parent of JPY 41,000 million and basic earnings per share of JPY 48.85.
お知らせ • Apr 15Toho Co., Ltd. (TSE:9602) announces an Equity Buyback for 7,500,000 shares, for ¥13,000 million.Toho Co., Ltd. (TSE:9602) announces a share repurchase program. Under the program, the company will repurchase up to 7,500,000 shares, representing 0.89% of its share capital, for ¥13,000 million. The purpose of the program is to improve capital efficiency and enhance the return of profits to shareholders. The program will expire on May 22, 2026.
お知らせ • Apr 14Toho Co., Ltd., Annual General Meeting, May 28, 2026Toho Co., Ltd., Annual General Meeting, May 28, 2026.
お知らせ • Jan 14+ 1 more updateToho Co., Ltd. Revises Dividend Guidance for the Fiscal Year Ending February 28, 2026Toho Co., Ltd. revised dividend guidance for the fiscal year ending February 28, 2026. For the year-end, the company expected dividend of JPY 62.5 per share compared to previous guidance of JPY 42.5 per share a year ago. Reasons for the revisions: In the "Mid-Term Management Plan 2028" announced in April 2025, the Company established a shareholder return policy of maintaining a minimum annual dividend of JPY 85, a dividend payout ratio of 35% or more, and the flexible implementation of share buybacks. During the current fiscal year, the Film business significantly outperformed initial forecasts due to record-breaking hits such as "Demon Slayer: Kimetsuno Yaiba Infinity Castle" and "KOKUHO". Additionally, the IP and Anime, Theatrical, and Real Estate business have all performed steadily. Based on these trends and the shareholder returns policy, the Company has decided to increase the year-end dividend by JPY 20 from the previous forecast to JPY 62.5 per share to further enhance the return of profits to shareholders. As a result, the annual dividend is expected to be JPY 105 per share (compared to JPY 85 in the previous fiscal year).
お知らせ • Dec 21Toho Co., Ltd. (TSE:9602) acquired Anime Ltd. from PLAION GmbH.Toho Co., Ltd. (TSE:9602) acquired Anime Ltd. from PLAION GmbH on December 19, 2025. As part of the acquisition, Anime Limited founder and managing director Andrew Partridge will remain with the company and join the leadership team of Toho's European regional headquarters. Toho Co., Ltd. (TSE:9602) completed the acquisition of Anime Ltd. from PLAION GmbH on December 19, 2025.
お知らせ • Dec 02Akatsuki Games Inc., TOHO Co., Ltd., Production I.G, Inc. Announce Main Story Chapter 6: Operation: Reclaim Christmas Eve and the New 5 Character Gen Narumi Are Now AvailableKAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, is excited to announce that Main Story Chapter 6: Operation: Reclaim Christmas Eve and the new 5 character [Japan's Strongest Santa] Gen Narumi are now available! Main Story Chapter 6: operation: Reclaim Christmas EveNow Released! With each of their hopes held close, they rise up to protect the smiles of the children and the city. New Chapter Event: To celebrate the release of Main Story Chapter 6, the New Chapter Event is now available. Progress through Main Story Chapter 6 and challenge the Score Battles to earn rewards up to Dimensional Crystal x1500. For more details, please check out the in-game announcement. Main Story Chapter 6 Release Celebration Login Bonus: Naoya Matsumoto's hit manga series, Kaiju No. 8, has been serialized on Shueisha's Shonen Jump+, and with over 19 million copies printed and distributed in Japan (including digital editions) across 16 published volumes. The anime Kaiju No. 8 has also garnered immense popularity not only in Japan but also worldwide, particularly in North America. Following its global success, Kaiju No. 8 THE GAME--co-produced by the powerhouse team of Ak Akatsuki Games, TOO, and Production I.G--is now officially available on the App Store, Google Play, and Steam®?.
お知らせ • Oct 22Toho Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026Toho Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026
お知らせ • Oct 16Toho Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026Toho Co., Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects operating revenue of ¥360,000 million compared to previous guidance of ¥300,000 million, operating profit of ¥65,000 million compared to previous guidance of ¥57,000 million, profit attributable to owners of parent of ¥47,500 million compared to previous guidance of ¥43,500 million and basic earnings per share of ¥280.13 compared to previous guidance of ¥256.55. Reason for the Revision,During the first half (March to August 2025) of the current fiscal year, the Film business significantly exceeded initial forecast, driven by the record-breaking success of films such as "Demon Slayer: Kimetsu no Yaiba Infinity Castle" and"KOKUHO." Furthermore, the IP and Anime business, Theatrical business, and Real Estate business also performed robustly. Given this situation, combined with the business outlook for the second half (September 2025 to February 2026) of the current fiscal year and recent performance, operating revenue, operating profit, ordinary profit, and profit attributable to owners of parent are now expectedto exceed the previously announced forecast.
お知らせ • Oct 15Toho Co., Ltd. (TSE:9602) announces an Equity Buyback for 2,000,000 shares, representing 1.18% for ¥17,587 million.Toho Co., Ltd. (TSE:9602) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 1.18% of its share capital, for ¥17,587 million. The shares will be repurchased at a price of ¥8,782 per share. The company will repurchase 1,700,000 shares from H2O Retailing. The purpose of the program is to to enhance shareholder returns and to implement flexible acquisition. Repurchases will be funded from the company’s own funds. If the offer is oversubscribed, the company will prorate the number of shares accepted for payment. The program will expire on November 13, 2025. As of September 30, 2025, the company had 169,571,665 shares (excluding treasury stock) in issue and 6,428,335 shares in treasury.
お知らせ • Sep 22Akatsuki Games Inc., Toho Co., Ltd., Production I.G, Inc. Announces Kaiju No. 8 the Game Syncs Up with the Anime, Soshiro Hoshina Wearing Numbers Weapon 10KAIJU NO. 8 THE GAME, co-produced by Akatsuki Games, TOHO, and Production I.G, announced that Soshiro Hoshina, wearing Numbers Weapon 10, debuts in the game right after his appearance in the latest episode of the Kaiju No. 8 anime. Additional assets, including the 5 Character Soshiro Hoshina and 5 Weapon SW- Susanoo (Twin Sweden), are available in the attached press asset folder. The character story for [United Front] Soshiro Hoshina is now live in KAIJU NO. 8 The GAME. This new episode highlights the activation experiment of a new identified Kaiju Weapon infused with the power of Kaiju No. 10. As Hoshina prepares for the battles ahead, he pushes himself to unlock even greater strength.
お知らせ • Sep 16Toho Co., Ltd. Resolves Interim Dividend for the Period Ended August 31, 2025, Payable on November 21, 2025Toho Co., Ltd. announces that, at a meeting of its Board of Directors held September 16, 2025, it resolved to pay an interim dividend of ¥42.5 per share. Total amount of dividends of ¥7,206 million. Effective Date November 21, 2025. Record date is on August 31, 2025.
お知らせ • Apr 14+ 3 more updatesToho Co., Ltd., Annual General Meeting, May 29, 2025Toho Co., Ltd., Annual General Meeting, May 29, 2025.
お知らせ • Jan 15Toho Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025Toho Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Apr 14, 2025
お知らせ • Jan 14Toho Co., Ltd. to Report Q3, 2025 Results on Jun 14, 2025Toho Co., Ltd. announced that they will report Q3, 2025 results on Jun 14, 2025
お知らせ • Dec 18Toho Co., Ltd. (TSE:9602) agreed to acquire an unknown minority stake in Orange Co., Ltd.Toho Co., Ltd. (TSE:9602) agreed to acquire an unknown minority stake in Orange Co., Ltd. on December 17, 2024. Toho Co., Ltd. will acquire 19.70% stake in Orange Co., Ltd. through acquisition of the company's common stock and subscription to its third-party allotment of new shares. The expected completion of the transaction is January 17, 2025.
Buy Or Sell Opportunity • Nov 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to €35.00. The fair value is estimated to be €29.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 2.3% per annum over the same time period.
お知らせ • Oct 25Toho Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Toho Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025
Buy Or Sell Opportunity • Oct 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €35.40. The fair value is estimated to be €28.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.
お知らせ • Oct 15Toho Co., Ltd. (TSE:9602) acquired 6.09% stake in CoMix Wave Films Inc.Toho Co., Ltd. (TSE:9602) acquired 6.09% stake in CoMix Wave Films Inc. on October 15, 2024. Toho Co acquired a portion of the shares of CoMix Wave at the request of Mr. Noritaka Kawaguchi, the founder of CoMix Wave. CoMix has 71 employees. Toho Co., Ltd. (TSE:9602) completed the acquisition of 6.09% stake in CoMix Wave Films Inc. on October 15, 2024.
お知らせ • Oct 08Toho Co., Ltd. to Report Q2, 2025 Results on Oct 15, 2024Toho Co., Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024
New Risk • Sep 29New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • Sep 26Dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th February 2025 Payment date: 26th May 2025 Dividend yield will be 97%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 21 November 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.9%).
お知らせ • Jul 29Toho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the fiscal year ending February 28, 2025, the company expects operating revenue of JPY 280,000 million, operating profit of JPY 55,000 million and profit attributable to owners of parent of JPY 39,000 million or JPY 227.18 per basic share.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €30.40, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Entertainment industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.50 per share.
Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥94.07 (vs JP¥70.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥94.07 (up from JP¥70.41 in 1Q 2024). Revenue: JP¥86.0b (up 16% from 1Q 2024). Net income: JP¥16.1b (up 31% from 1Q 2024). Profit margin: 19% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 02Now 22% overvaluedOver the last 90 days, the stock has fallen 8.7% to €27.40. The fair value is estimated to be €22.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.
Buy Or Sell Opportunity • Jun 25Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to €27.60. The fair value is estimated to be €22.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.
Buy Or Sell Opportunity • Jun 15Now 22% overvaluedOver the last 90 days, the stock has fallen 10% to €27.60. The fair value is estimated to be €22.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.
Declared Dividend • Jun 06Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th August 2024 Payment date: 21st November 2024 Dividend yield will be 118%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 01Toho Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2025Toho Co., Ltd. provided dividend guidance for the Fiscal year ending February 28, 2025. For the period, the company expects dividend of JPY 35.00 per share against JPY 65.00 per share a year ago.
お知らせ • Apr 30+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the fiscal year ending February 28, 2025, the company expects operating revenue of JPY 280,000 million, operating profit of JPY 55,000 million and profit attributable to owners of parent of JPY 39,000 million or JPY 223.50 per basic share.
お知らせ • Apr 17+ 1 more updateToho Co., Ltd., Annual General Meeting, May 23, 2024Toho Co., Ltd., Annual General Meeting, May 23, 2024.
Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥260 (vs JP¥190 in FY 2023)Full year 2024 results: EPS: JP¥260 (up from JP¥190 in FY 2023). Revenue: JP¥283.3b (up 16% from FY 2023). Net income: JP¥45.3b (up 36% from FY 2023). Profit margin: 16% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (1.7%).
お知らせ • Jan 31Toho Co., Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2024Toho Co., Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2024
お知らせ • Jan 26+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 29, 2024Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 29, 2024. For the fiscal year ending February 29, 2024, the company expects operating revenue of JPY 270,000 million, operating profit of JPY 50,000 million and profit attributable to owners of parent of JPY 36,000 million or JPY 206.20 per basic share.
Reported Earnings • Jan 16Third quarter 2024 earnings released: EPS: JP¥38.09 (vs JP¥31.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.09 (up from JP¥31.88 in 3Q 2023). Revenue: JP¥63.5b (up 6.9% from 3Q 2023). Net income: JP¥6.65b (up 19% from 3Q 2023). Profit margin: 11% (up from 9.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% 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 • Nov 29Toho Co., Ltd. to Report Q3, 2024 Results on Jan 15, 2024Toho Co., Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024
お知らせ • Oct 24+ 1 more updateToho Co., Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending February 29, 2024, Payable on November 21, 2023; Provides Dividend Guidance for Fiscal Year Ending February 29, 2024Toho Co., Ltd. announced dividend for the second quarter of fiscal year ending February 29, 2024 and provided dividend guidance for fiscal year ending February 29, 2024. For second quarter of fiscal year ending February 29, 2024, company announced dividend of JPY 20 per share against dividend of JPY 20 a year ago. Dividend payable date is November 21, 2023.For fiscal year ending February 29, 2024, the company expects to pay dividend of JPY 40.00 per share for the fiscal year ending February 29, 2024 compared to JPY 40.00 per share paid a year ago.
Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: JP¥54.18 (vs JP¥57.01 in 2Q 2023)Second quarter 2024 results: EPS: JP¥54.18 (down from JP¥57.01 in 2Q 2023). Revenue: JP¥65.5b (up 12% from 2Q 2023). Net income: JP¥9.46b (down 5.8% from 2Q 2023). Profit margin: 14% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 21 November 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.8%).
お知らせ • Jul 30Toho Co., Ltd. to Report Q2, 2024 Final Results on Oct 11, 2023Toho Co., Ltd. announced that they will report Q2, 2024 final results on Oct 11, 2023
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥70.41 (vs JP¥65.22 in 1Q 2023)First quarter 2024 results: EPS: JP¥70.41 (up from JP¥65.22 in 1Q 2023). Revenue: JP¥74.2b (up 20% from 1Q 2023). Net income: JP¥12.3b (up 6.7% from 1Q 2023). Profit margin: 17% (down from 19% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 28Full year 2023 earnings released: EPS: JP¥190 (vs JP¥167 in FY 2022)Full year 2023 results: EPS: JP¥190 (up from JP¥167 in FY 2022). Revenue: JP¥244.3b (up 7.0% from FY 2022). Net income: JP¥33.4b (up 13% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥190 (vs JP¥167 in FY 2022)Full year 2023 results: EPS: JP¥190 (up from JP¥167 in FY 2022). Revenue: JP¥244.3b (up 7.0% from FY 2022). Net income: JP¥33.4b (up 13% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.8%).
お知らせ • Jan 31Toho Co., Ltd. to Report Fiscal Year 2023 Results on Apr 13, 2023Toho Co., Ltd. announced that they will report fiscal year 2023 results on Apr 13, 2023
お知らせ • Jan 24+ 1 more updateToho Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2023Toho Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2023. For the year, the company expects dividend of JPY 20.00 per share against JPY 17.50 per share a year ago.
Reported Earnings • Jan 13Third quarter 2023 earnings released: EPS: JP¥31.88 (vs JP¥28.81 in 3Q 2022)Third quarter 2023 results: EPS: JP¥31.88 (up from JP¥28.81 in 3Q 2022). Revenue: JP¥59.4b (up 17% from 3Q 2022). Net income: JP¥5.58b (up 9.8% from 3Q 2022). Profit margin: 9.4% (in line with 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Entertainment industry in Germany. 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 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 30Toho Co., Ltd. to Report Q3, 2023 Results on Jan 12, 2023Toho Co., Ltd. announced that they will report Q3, 2023 results on Jan 12, 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. 6 non-independent directors. Independent Outside Director Masako Orii 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.
お知らせ • Oct 26+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects operating revenue of JPY 240,000 million, operating profit of JPY 42,000 million, and profit attributable to owners of parent of JPY 32,000 million or basic earnings per share of JPY 181.45.
Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: JP¥57.01 (vs JP¥47.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥57.01 (up from JP¥47.58 in 2Q 2022). Revenue: JP¥58.5b (down 2.9% from 2Q 2022). Net income: JP¥10.0b (up 20% from 2Q 2022). Profit margin: 17% (up from 14% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Oct 13Toho Co., Ltd. (TSE:9602) announces an Equity Buyback for 1,000,000 shares, representing 0.57% for ¥6,000 million.Toho Co., Ltd. (TSE:9602) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 0.57% of its share capital, for ¥6,000 million. The purpose of the program is to improve capital efficiency and enhance the return of profits to shareholders. The program will expire on November 30, 2022. As of September 30, 2022, the company had 175,899,605 shares (excluding treasury stock) in issue and 10,591,028 shares in treasury.
お知らせ • Sep 28Toho Co., Ltd. (TSE:9602) agreed to acquire AID-DCC Inc. from Yukihiro Tominaga.Toho Co., Ltd. (TSE:9602) agreed to acquire AID-DCC Inc. from Yukihiro Tominaga on September 27, 2022.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 21 November 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.1%).
お知らせ • Jul 31Toho Co., Ltd. to Report Q2, 2023 Results on Oct 12, 2022Toho Co., Ltd. announced that they will report Q2, 2023 results on Oct 12, 2022
お知らせ • Jul 26+ 1 more updateToho Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023Toho Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects operating revenue of JPY 232,000 million, operating profit of JPY 38,000 million, and profit attributable to owners of parent of JPY 28,500 million or basic earnings per share of JPY 161.41.
Reported Earnings • Jul 13First quarter 2023 earnings released: EPS: JP¥65.22 (vs JP¥37.62 in 1Q 2022)First quarter 2023 results: EPS: JP¥65.22 (up from JP¥37.62 in 1Q 2022). Revenue: JP¥61.9b (up 7.0% from 1Q 2022). Net income: JP¥11.5b (up 72% from 1Q 2022). Profit margin: 19% (up from 12% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 132% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 13Toho Co., Ltd. (TSE:9602) announces an Equity Buyback for 1,000,000 shares, representing 0.57% for ¥6,000 million.Toho Co., Ltd. (TSE:9602) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 0.57% of its share capital, for ¥6,000 million. The purpose of the program is to improve capital efficiency and enhance the return of profits to shareholders. The program will expire on September 30, 2022. As of June 30, 2022, the company had 176,899,823 shares (excluding treasury stock) in issue and 9,590,810 shares in treasury.
Reported Earnings • Jun 01Full year 2022 earnings released: EPS: JP¥167 (vs JP¥82.54 in FY 2021)Full year 2022 results: EPS: JP¥167 (up from JP¥82.54 in FY 2021). Revenue: JP¥228.4b (up 19% from FY 2021). Net income: JP¥29.6b (up 101% from FY 2021). Profit margin: 13% (up from 7.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 131% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Outside Director Masako Orii 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 • Apr 14Full year 2022 earnings released: EPS: JP¥167 (vs JP¥82.54 in FY 2021)Full year 2022 results: EPS: JP¥167 (up from JP¥82.54 in FY 2021). Revenue: JP¥228.4b (up 19% from FY 2021). Net income: JP¥29.6b (up 101% from FY 2021). Profit margin: 13% (up from 7.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 180% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 28 May 2022. Payout ratio is a comfortable 26% 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 (1.8%).
お知らせ • Jan 30Toho Co., Ltd. to Report Fiscal Year 2022 Results on Apr 12, 2022Toho Co., Ltd. announced that they will report fiscal year 2022 results on Apr 12, 2022
お知らせ • Jan 26Toho Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending February 28, 2022Toho Co., Ltd. provided earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expected to operating revenue of JPY 226,000 million, operating profit of JPY 38,000 million, ordinary profit of JPY 40,000 million, profit attributable to owners of parent of JPY 26,000 million or basic EPS of JPY 147.
Reported Earnings • Jan 13Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥28.81 (down from JP¥41.82 in 3Q 2021). Revenue: JP¥50.6b (down 21% from 3Q 2021). Net income: JP¥5.08b (down 32% from 3Q 2021). Profit margin: 10% (down from 12% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 20%, compared to a 326% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% 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 • Nov 25Toho Co., Ltd. (TSE:9602) announces an Equity Buyback for 1 shares, for ¥0.00538 million.Toho Co., Ltd. (TSE:9602) announces a share repurchase program. Under the program, the company will repurchase 1 shares, representing 0.8% of its share capital, for ¥0.00538 million. As of November 13, 2021, the company had 186,490,633 shares in issue.
Reported Earnings • Oct 13Second quarter 2022 earnings released: EPS JP¥47.58 (vs JP¥20.12 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥60.2b (up 47% from 2Q 2021). Net income: JP¥8.40b (up 135% from 2Q 2021). Profit margin: 14% (up from 8.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 17 November 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.8%).
Reported Earnings • Jul 15First quarter 2022 earnings released: EPS JP¥37.62 (vs JP¥1.22 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥57.8b (up 75% from 1Q 2021). Net income: JP¥6.68b (up JP¥6.47b from 1Q 2021). Profit margin: 12% (up from 0.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 01Full year 2021 earnings released: EPS JP¥82.54 (vs JP¥204 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥191.9b (down 27% from FY 2020). Net income: JP¥14.7b (down 60% from FY 2020). Profit margin: 7.7% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 16Full year 2021 earnings released: EPS JP¥82.54 (vs JP¥204 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥191.9b (down 27% from FY 2020). Net income: JP¥14.7b (down 60% from FY 2020). Profit margin: 7.7% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Jan 31Toho Co., Ltd. to Report Fiscal Year 2021 Results on Apr 13, 2021Toho Co., Ltd. announced that they will report fiscal year 2021 results on Apr 13, 2021
Analyst Estimate Surprise Post Earnings • Jan 18Revenue beats expectationsRevenue exceeded analyst estimates by 16%. Over the next year, revenue is forecast to grow 13%, compared to a 7.7% growth forecast for the Entertainment industry in Germany.
Analyst Estimate Surprise Post Earnings • Jan 16Revenue beats expectationsRevenue exceeded analyst estimates by 16%. Over the next year, revenue is forecast to grow 13%, compared to a 7.6% growth forecast for the Entertainment industry in Germany.
Is New 90 Day High Low • Jan 16New 90-day low: €31.60The company is down 11% from its price of €35.60 on 16 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 Entertainment industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.80 per share.
Analyst Estimate Surprise Post Earnings • Jan 14Revenue beats expectationsRevenue exceeded analyst estimates by 16%. Over the next year, revenue is forecast to grow 13%, compared to a 7.6% growth forecast for the Entertainment industry in Germany.
Reported Earnings • Jan 14Third quarter 2021 earnings released: EPS JP¥41.82The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥63.8b (up 12% from 3Q 2020). Net income: JP¥7.43b (up 13% from 3Q 2020). Profit margin: 12% (in line with 3Q 2020). 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 6% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Dec 08New 90-day low: €32.20The company is down 2.0% from its price of €33.00 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.46 per share.
Is New 90 Day High Low • Oct 14New 90-day high: €36.20The company is up 31% from its price of €27.60 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 Entertainment industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.26 per share.
Reported Earnings • Oct 14First half earnings releasedOver the last 12 months the company has reported total profits of JP¥17.5b, down 52% from the prior year. Total revenue was JP¥192.7b over the last 12 months, down 25% from the prior year.
お知らせ • Sep 29Toho Co., Ltd. (TSE:9602) agreed to acquire the remaining 26.8% stake in FMI Corporation from Japan Ireland Investment Partners - S Unlimited Company, Advantage Partners IV-S Fund L.P., a fund managed by AP IV-S GP Co., Ltd, AP Cayman Partners II-S, L.P., a fund managed by Cayman Capital Management II, Inc., Advantage Partners Investment Partnership No. 57, a fund managed by AP3 Co., Ltd. and Takeo Kimoto.Toho Co., Ltd. (TSE:9602) agreed to acquire the remaining 26.8% stake in FMI Corporation from Japan Ireland Investment Partners - S Unlimited Company, Advantage Partners IV-S Fund L.P., a fund managed by AP IV-S GP Co., Ltd, AP Cayman Partners II-S, L.P., a fund managed by Cayman Capital Management II, Inc., Advantage Partners Investment Partnership No. 57, a fund managed by AP3 Co., Ltd. and Takeo Kimoto on May 25, 2020. Under the terms, Toho Co., Ltd. will acquire 27,420 shares of FMI Corporation. Takeo Kimoto will sell 5% of its stake in FMI to Toho. The agreement is planned to be signed on May 26, 2020.FMI Corporation reported revenue of ¥6.7 billion and net income of ¥55 million as of June 30, 2019. The transaction is expected to complete in July 2020.