Isetan Mitsukoshi Holdings（4HP）株式概要株式会社三越伊勢丹ホールディングスは、日本および海外で百貨店事業を展開している。 詳細4HP ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性5/6配当金4/6報酬株価収益率（ 15.5 x） German市場（ 17 x）を下回っています。過去1年間で収益は37.3%増加しました リスク分析今後3年間の収益は年平均3.5%減少すると予測されている。 不安定な配当実績 すべてのリスクチェックを見る4HP Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW479,827 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA479,827 investors already sharing narrativesYour Fair Value€Current Price€19.0011.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-48b1t2016201920222025202620282031Revenue JP¥620.6bEarnings JP¥89.7bAdvancedSet Fair ValueView all narrativesIsetan Mitsukoshi Holdings Ltd. 競合他社ZalandoSymbol: XTRA:ZALMarket cap: €5.5bAUTO1 GroupSymbol: XTRA:AG1Market cap: €4.6bFielmann GroupSymbol: XTRA:FIEMarket cap: €3.4bHORNBACH BaumarktSymbol: HMSE:HBMMarket cap: €2.0b価格と性能株価の高値、安値、推移の概要Isetan Mitsukoshi Holdings過去の株価現在の株価JP¥19.0052週高値JP¥22.6052週安値JP¥12.30ベータ0.131ヶ月の変化-8.65%3ヶ月変化10.47%1年変化28.38%3年間の変化82.69%5年間の変化255.14%IPOからの変化219.33%最新ニュースReported Earnings • Aug 14First quarter 2027 earnings released: EPS: JP¥63.80 (vs JP¥51.86 in 1Q 2026)First quarter 2027 results: EPS: JP¥63.80 (up from JP¥51.86 in 1Q 2026). Revenue: JP¥128.9b (up 3.8% from 1Q 2026). Net income: JP¥22.3b (up 19% from 1Q 2026). Profit margin: 17% (up from 15% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.Declared Dividend • Jul 26Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2026 Payment date: 11th December 2026 Dividend yield will be 208%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 2.8% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range.お知らせ • Jun 25Isetan Mitsukoshi Holdings Ltd. Approves Dividend, Effective June 23, 2026Isetan Mitsukoshi Holdings Ltd. at the Ordinary General Meeting of Shareholders approved matters related to distribution of dividend property to shareholders and the total amount ¥40 per common share of the Company. Total amount: ¥14,062,086,680. Effective date of dividend of surplus: June 23, 2026.お知らせ • Jun 23Isetan Mitsukoshi Holdings Ltd. Approves Election of DirectorsIsetan Mitsukoshi Holdings Ltd. at the Ordinary General Meeting of Shareholders approved election of Kyoko Kawarabayashi and Yukari Suzuki as director.お知らせ • Jun 10Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2027 Results on Aug 13, 2026Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2027 results on Aug 13, 2026Board Change • May 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Naosuke Fujita was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesReported Earnings • Aug 14First quarter 2027 earnings released: EPS: JP¥63.80 (vs JP¥51.86 in 1Q 2026)First quarter 2027 results: EPS: JP¥63.80 (up from JP¥51.86 in 1Q 2026). Revenue: JP¥128.9b (up 3.8% from 1Q 2026). Net income: JP¥22.3b (up 19% from 1Q 2026). Profit margin: 17% (up from 15% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.Declared Dividend • Jul 26Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2026 Payment date: 11th December 2026 Dividend yield will be 208%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 2.8% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range.お知らせ • Jun 25Isetan Mitsukoshi Holdings Ltd. Approves Dividend, Effective June 23, 2026Isetan Mitsukoshi Holdings Ltd. at the Ordinary General Meeting of Shareholders approved matters related to distribution of dividend property to shareholders and the total amount ¥40 per common share of the Company. Total amount: ¥14,062,086,680. Effective date of dividend of surplus: June 23, 2026.お知らせ • Jun 23Isetan Mitsukoshi Holdings Ltd. Approves Election of DirectorsIsetan Mitsukoshi Holdings Ltd. at the Ordinary General Meeting of Shareholders approved election of Kyoko Kawarabayashi and Yukari Suzuki as director.お知らせ • Jun 10Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2027 Results on Aug 13, 2026Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2027 results on Aug 13, 2026Board Change • May 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Naosuke Fujita was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 14Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 22, 2026Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 22, 2026.お知らせ • Mar 16Isetan Mitsukoshi Holdings Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Isetan Mitsukoshi Holdings Ltd. announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • Feb 06Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces an Equity Buyback for 18,000,000 shares, representing 5.12% for ¥30,000 million.Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces a share repurchase program. Under the program, the company will repurchase up to 18,000,000 shares, representing 5.12% of its issued share capital, for ¥30,000 million. The purpose of the program is to return profits to shareholders and increase corporate value. All of the acquired treasury shares will be cancelled. The program is valid till February 8, 2027. As of December 31, 2025, there are 351,610,335 outstanding shares s (excluding treasury shares) and 15,808,619 shares in treasury.お知らせ • Jan 14Shinshin Capital Co., Ltd. agreed to acquire 12% stake in Shin Kong Mitsukoshi Department Store Co., Ltd. from Isetan Mitsukoshi Holdings Ltd. (TSE:3099).Shinshin Capital Co., Ltd. agreed to acquire 12% stake in Shin Kong Mitsukoshi Department Store Co., Ltd. from Isetan Mitsukoshi Holdings Ltd. (TSE:3099) on January 12, 2026. Shinshin Capital Co., Ltd. signed an agreement to acquire 12% stake in Shin Kong Mitsukoshi Department Store Co., Ltd. from Isetan Mitsukoshi Holdings Ltd. on January 13, 2026. Following the completion Isetan Mitsukoshi Holdings Ltd. will own 10% stake in Shin Kong Mitsukoshi Department Store Co., Ltd. The expected completion of the transaction is around April to May 2026.お知らせ • Dec 04Isetan Mitsukoshi Holdings Ltd. to Report Q3, 2026 Results on Feb 06, 2026Isetan Mitsukoshi Holdings Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026お知らせ • Sep 12Isetan Mitsukoshi Holdings Ltd. to Report Q2, 2026 Results on Nov 13, 2025Isetan Mitsukoshi Holdings Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025お知らせ • Jun 25+ 1 more updateIsetan Mitsukoshi Holdings Ltd. Approves Distribution of Dividend Property, Effective June 25, 2025Isetan Mitsukoshi Holdings Ltd. at its Ordinary General Meeting of Shareholders on June 24, 2025, approved distribution of dividend property to shareholders and the total amount ¥30 per common share of the Company. Total amount: ¥10,962,294,750. Effective date of dividend of surplus: June 25, 2025.お知らせ • Jun 05Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2026 Results on Aug 08, 2025Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 14Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces an Equity Buyback for 20,000,000 shares, representing 5.47% for ¥30,000 million.Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces a share repurchase program. Under the program, the company will repurchase up to 20,000,000 shares, representing 5.47% of its issued share capital, for ¥30,000 million. The purpose of the program is to return profits to shareholders and increase corporate value. All of the acquired treasury shares will be cancelled. The program is valid till October 31, 2025. As of March 31, 2025, there are 365,409,825 outstanding shares s (excluding treasury shares) and 14,852,729 shares in treasury.お知らせ • May 13Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 24, 2025Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 24, 2025.お知らせ • Mar 11Isetan Mitsukoshi Holdings Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Isetan Mitsukoshi Holdings Ltd. announced that they will report fiscal year 2025 results on May 13, 2025お知らせ • Nov 28Isetan Mitsukoshi Holdings Ltd. to Report Q3, 2025 Results on Feb 04, 2025Isetan Mitsukoshi Holdings Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025New Risk • Nov 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Nov 13Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces an Equity Buyback for 5,000,000 shares, representing 1.35% for ¥10,000 million.Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 1.35% of its issued share capital, for ¥10,000 million. The purpose of the program is to return profits to shareholders and increase corporate value. All of the acquired treasury shares will be cancelled. The program is valid till March 14, 2025. As of March 31, 2024, there are 371,005,209 outstanding shares s (excluding treasury shares) and 19,315,045 shares in treasury.Buy Or Sell Opportunity • Nov 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to €13.20. The fair value is estimated to be €16.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.7% in 2 years. Earnings are forecast to decline by 3.8% in the next 2 years.Buy Or Sell Opportunity • Oct 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €14.00. The fair value is estimated to be €17.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.7% in 2 years. Earnings are forecast to decline by 3.8% in the next 2 years.Buy Or Sell Opportunity • Oct 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €13.80. The fair value is estimated to be €17.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to decline by 3.8% in the next 2 years.Upcoming Dividend • Sep 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.3%).Buy Or Sell Opportunity • Sep 18Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €13.80. The fair value is estimated to be €17.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to decline by 3.8% in the next 2 years.お知らせ • Sep 11Isetan Mitsukoshi Holdings Ltd. to Report Q2, 2025 Results on Nov 13, 2024Isetan Mitsukoshi Holdings Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024Buy Or Sell Opportunity • Aug 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to €13.20. The fair value is estimated to be €17.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to decline by 5.6% in the next 2 years.Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥36.55 (vs JP¥17.82 in 1Q 2024)First quarter 2025 results: EPS: JP¥36.55 (up from JP¥17.82 in 1Q 2024). Revenue: JP¥129.7b (up 9.3% from 1Q 2024). Net income: JP¥13.7b (up 101% from 1Q 2024). Profit margin: 11% (up from 5.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €14.20, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.32 per share.Buy Or Sell Opportunity • Aug 03Now 22% undervaluedOver the last 90 days, the stock has risen 6.8% to €14.20. The fair value is estimated to be €18.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 3.3% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 107%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €20.20, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total returns to shareholders of 250% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.40 per share.Buy Or Sell Opportunity • Jul 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to €20.20. The fair value is estimated to be €16.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 3.3% per annum over the same time period.New Risk • Jun 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).お知らせ • Jun 08Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2025 Results on Aug 09, 2024Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥146 (vs JP¥84.82 in FY 2023)Full year 2024 results: EPS: JP¥146 (up from JP¥84.82 in FY 2023). Revenue: JP¥536.4b (up 10% from FY 2023). Net income: JP¥55.6b (up 72% from FY 2023). Profit margin: 10% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €16.20, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total returns to shareholders of 188% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.92 per share.お知らせ • May 16Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 24, 2024Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 24, 2024.お知らせ • May 15Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces an Equity Buyback for 8,500,000 shares, representing 2.26% for ¥15,000 million.Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces a share repurchase program. Under the program, the company will repurchase 8,500,000 shares, representing 2.26% of its share capital, for ¥15,000 million. The company will repurchase its shares in order to improve capital efficiency over the medium- to long-term, and to enable the implementation of capital policies according to the future business environment. The repurchased shares will be cancelled. The program will run until October 31, 2024. As of March 31, 2024, the company had 375,337,614 shares outstanding (excluding treasury shares) and 21,927,440 shares in treasury.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.3%).お知らせ • Mar 14Isetan Mitsukoshi Holdings Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Isetan Mitsukoshi Holdings Ltd. announced that they will report fiscal year 2024 results on May 14, 2024New Risk • Feb 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥42.51 (vs JP¥30.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥42.51 (up from JP¥30.90 in 3Q 2023). Revenue: JP¥153.3b (up 6.2% from 3Q 2023). Net income: JP¥16.2b (up 38% from 3Q 2023). Profit margin: 11% (up from 8.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €11.80, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total returns to shareholders of 117% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.97 per share.お知らせ • Dec 03Isetan Mitsukoshi Holdings Ltd. to Report Q3, 2024 Results on Feb 02, 2024Isetan Mitsukoshi Holdings Ltd. announced that they will report Q3, 2024 results on Feb 02, 2024Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥21.10 (vs JP¥5.54 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.10 (up from JP¥5.54 in 2Q 2023). Revenue: JP¥129.8b (up 7.1% from 2Q 2023). Net income: JP¥8.06b (up 281% from 2Q 2023). Profit margin: 6.2% (up from 1.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥8.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.0%).お知らせ • Sep 10Isetan Mitsukoshi Holdings Ltd. to Report Q2, 2024 Results on Nov 10, 2023Isetan Mitsukoshi Holdings Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €11.40, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.78 per share.Board Change • Aug 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Outside Director Toshio Iwamoto was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥17.82 (vs JP¥14.81 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.82 (up from JP¥14.81 in 1Q 2023). Revenue: JP¥118.7b (up 17% from 1Q 2023). Net income: JP¥6.81b (up 20% from 1Q 2023). Profit margin: 5.7% (up from 5.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 22Full year 2023 earnings released: EPS: JP¥84.82 (vs JP¥32.36 in FY 2022)Full year 2023 results: EPS: JP¥84.82 (up from JP¥32.36 in FY 2022). Revenue: JP¥487.4b (up 17% from FY 2022). Net income: JP¥32.4b (up 162% from FY 2022). Profit margin: 6.6% (up from 2.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 04Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2024 Results on Aug 03, 2023Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2024 results on Aug 03, 2023Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥84.82 (vs JP¥32.36 in FY 2022)Full year 2023 results: EPS: JP¥84.82 (up from JP¥32.36 in FY 2022). Revenue: JP¥487.4b (up 17% from FY 2022). Net income: JP¥32.4b (up 162% from FY 2022). Profit margin: 6.6% (up from 2.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers ().Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥30.90 (vs JP¥23.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥30.90 (up from JP¥23.75 in 3Q 2022). Revenue: JP¥144.3b (up 14% from 3Q 2022). Net income: JP¥11.8b (up 30% from 3Q 2022). Profit margin: 8.2% (up from 7.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 04Isetan Mitsukoshi Holdings Ltd. to Report Q3, 2023 Results on Feb 03, 2023Isetan Mitsukoshi Holdings Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥5.54 (vs JP¥1.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.54 (up from JP¥1.41 in 2Q 2022). Revenue: JP¥121.3b (up 22% from 2Q 2022). Net income: JP¥2.11b (up 294% from 2Q 2022). Profit margin: 1.7% (up from 0.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥5.54 (vs JP¥1.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.54 (up from JP¥1.41 in 2Q 2022). Revenue: JP¥121.3b (up 22% from 2Q 2022). Net income: JP¥2.11b (up 294% from 2Q 2022). Profit margin: 1.7% (up from 0.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (7.3%).お知らせ • Sep 11Isetan Mitsukoshi Holdings Ltd. to Report Q2, 2023 Results on Nov 11, 2022Isetan Mitsukoshi Holdings Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥14.81 (vs JP¥22.76 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥14.81 (up from JP¥22.76 loss in 1Q 2022). Revenue: JP¥101.6b (up 15% from 1Q 2022). Net income: JP¥5.65b (up JP¥14.3b from 1Q 2022). Profit margin: 5.6% (up from net loss in 1Q 2022). Over the next year, revenue is forecast to grow 19%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.Board Change • Jul 31High number of new directorsIndependent Outside Director Tomoko Ando was the last director to join the board, commencing their role in 2022.Buying Opportunity • Jun 25Now 21% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be €9.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.Buying Opportunity • Jun 06Now 22% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €9.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.お知らせ • Jun 02Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2023 Results on Aug 01, 2022Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥32.36 (vs JP¥108 loss in FY 2021)Full year 2022 results: EPS: JP¥32.36 (up from JP¥108 loss in FY 2021). Revenue: JP¥418.3b (down 49% from FY 2021). Net income: JP¥12.3b (up JP¥53.4b from FY 2021). Profit margin: 2.9% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is forecast to grow 13%, compared to a 8.9% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 34% 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 • May 15Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 27, 2022Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 27, 2022.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. President, CEO & Director Toshiyuki Hosoya was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07Isetan Mitsukoshi Holdings Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Isetan Mitsukoshi Holdings Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.1%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥23.75 (up from JP¥5.33 in 3Q 2021). Revenue: JP¥126.7b (down 53% from 3Q 2021). Net income: JP¥9.06b (up 347% from 3Q 2021). Profit margin: 7.1% (up from 0.8% in 3Q 2021). Revenue exceeded analyst estimates by 3.8%. Over the next year, revenue is expected to shrink by 14% compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥1.41 (vs JP¥16.31 loss in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥99.4b (down 51% from 2Q 2021). Net income: JP¥537.0m (up JP¥6.74b from 2Q 2021). Profit margin: 0.5% (up from net loss in 2Q 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.8%).Reported Earnings • Aug 01First quarter 2022 earnings released: JP¥22.76 loss per share (vs JP¥80.44 loss in 1Q 2021)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2022 results: Revenue: JP¥88.6b (down 33% from 1Q 2021). Net loss: JP¥8.67b (loss narrowed 72% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Reported Earnings • May 14Full year 2021 earnings released: JP¥108 loss per share (vs JP¥28.90 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥816.0b (down 27% from FY 2020). Net loss: JP¥41.1b (loss widened 267% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 16 June 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.8%).お知らせ • Mar 18Isetan Mitsukoshi Holdings Ltd. to Report Fiscal Year 2021 Results on May 12, 2021Isetan Mitsukoshi Holdings Ltd. announced that they will report fiscal year 2021 results on May 12, 2021Is New 90 Day High Low • Feb 25New 90-day high: €5.90The company is up 26% from its price of €4.68 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.38 per share.Is New 90 Day High Low • Feb 04New 90-day high: €5.55The company is up 34% from its price of €4.14 on 06 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.41 per share.Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥5.33 (vs JP¥0.69 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥266.7b (down 11% from 3Q 2020). Net income: JP¥2.03b (up JP¥1.76b from 3Q 2020). Profit margin: 0.8% (up from 0.1% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Jan 28Revenue beats expectationsRevenue exceeded analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 11%, compared to a 8.4% growth forecast for the Multiline Retail industry in Germany.Is New 90 Day High Low • Jan 16New 90-day high: €5.10The company is up 18% from its price of €4.32 on 16 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Multiline Retail industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.68 per share.Is New 90 Day High Low • Dec 17New 90-day high: €4.92The company is up 9.0% from its price of €4.50 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Multiline Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.69 per share.Is New 90 Day High Low • Nov 19New 90-day high: €4.90The company is up 10.0% from its price of €4.44 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Multiline Retail industry, which is also up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.96 per share.Analyst Estimate Surprise Post Earnings • Nov 16Revenue misses expectationsRevenue missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 3.0%, compared to a 7.1% growth forecast for the Multiline Retail industry in Germany.Reported Earnings • Nov 14Second quarter 2021 earnings released: JP¥16.31 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥204.0b (down 31% from 2Q 2020). Net loss: JP¥6.20b (down 493% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 92% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • Nov 11The Blackstone Group Inc. (NYSE:BX) agreed to acquire Isetan Mitsukoshi Real Estate Co., Ltd. from Isetan Mitsukoshi Holdings Ltd. (TSE:3099) for ¥30 billion.The Blackstone Group Inc. (NYSE:BX) agreed to acquire Isetan Mitsukoshi Real Estate Co., Ltd. from Isetan Mitsukoshi Holdings Ltd. (TSE:3099) for ¥30 billion on November 10, 2020.お知らせ • Sep 12Isetan Mitsukoshi Holdings Ltd. to Report Q2, 2021 Results on Nov 11, 2020Isetan Mitsukoshi Holdings Ltd. announced that they will report Q2, 2021 results on Nov 11, 2020お知らせ • Jun 19Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2021 Results on Jul 29, 2020Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2021 results on Jul 29, 2020株主還元4HPDE Multiline RetailDE 市場7D-2.6%-8.8%-0.005%1Y28.4%-16.2%3.3%株主還元を見る業界別リターン: 4HP過去 1 年間で-16.2 % の収益を上げたGerman Multiline Retail業界を上回りました。リターン対市場: 4HP過去 1 年間で3.3 % の収益を上げたGerman市場を上回りました。価格変動Is 4HP's price volatile compared to industry and market?4HP volatility4HP Average Weekly Movement6.1%Multiline Retail Industry Average Movement5.2%Market Average Movement5.2%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.7%安定した株価: 4HP 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 4HPの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20088,670Toshiyuki Hosoyawww.imhds.co.jp(株)三越伊勢丹ホールディングスは、日本および海外で百貨店業を営んでいる。また、衣料品、食料品、日用雑貨、ギフト、洋酒・洋酒、ノベルティグッズ、生活雑貨などの販売も行っている。さらに、クレジットカード、損害保険・生命保険募集業務、不動産賃貸、情報システムソリューション・サービス、人材・教育研修・流通・旅行サービスなども行っている。さらに、建設・設計・リフォーム事業、インテリア家具事業、ビルメンテナンス事業、環境プロデュース事業、地下車庫・地下通路・地下街の建設・管理事業、店舗賃貸事業、飲食店運営事業、旅行業、スーパーマーケット・小売・専門店事業、食品製造事業、卸売事業、贈答品の企画・開発・販売事業、物品輸入事業、労働・福祉事業、付帯事業、流通・物流ソリューション事業、広告代理店事業などを展開している。また、CM、ビデオサイン、テレビ番組、映画、演劇、演芸、ファッションショー、パーティーなどの企画・制作・宣伝・販売、旅行商品の企画・販売、リバークルーズ船の運航、ベンチャー企業への出資、投資先の開拓・事業化支援なども手がけている。2008年に法人化し、東京に本社を置く。もっと見るIsetan Mitsukoshi Holdings Ltd. 基礎のまとめIsetan Mitsukoshi Holdings の収益と売上を時価総額と比較するとどうか。4HP 基礎統計学時価総額€6.67b収益（TTM）€430.99m売上高(TTM)€2.98b15.5xPER（株価収益率2.2xP/Sレシオ4HP は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計4HP 損益計算書（TTM）収益JP¥550.35b売上原価JP¥209.17b売上総利益JP¥341.17bその他の費用JP¥261.60b収益JP¥79.57b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）228.17グロス・マージン61.99%純利益率14.46%有利子負債／自己資本比率12.1%4HP の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.3%現在の配当利回り31%配当性向4HP 配当は確実ですか？4HP 配当履歴とベンチマークを見る4HP 、いつまでに購入すれば配当金を受け取れますか？Isetan Mitsukoshi Holdings 配当日配当落ち日Sep 29 2026配当支払日Dec 11 2026配当落ちまでの日数42 days配当支払日までの日数115 days4HP 配当は確実ですか？4HP 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/17 08:47終値2026/08/17 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Isetan Mitsukoshi Holdings Ltd. 8 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。18 アナリスト機関Ryota HimenoBarclaysHidehiko AokiBofA Global ResearchMasataka KunitoCitigroup Inc15 その他のアナリストを表示
Reported Earnings • Aug 14First quarter 2027 earnings released: EPS: JP¥63.80 (vs JP¥51.86 in 1Q 2026)First quarter 2027 results: EPS: JP¥63.80 (up from JP¥51.86 in 1Q 2026). Revenue: JP¥128.9b (up 3.8% from 1Q 2026). Net income: JP¥22.3b (up 19% from 1Q 2026). Profit margin: 17% (up from 15% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.
Declared Dividend • Jul 26Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2026 Payment date: 11th December 2026 Dividend yield will be 208%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 2.8% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Jun 25Isetan Mitsukoshi Holdings Ltd. Approves Dividend, Effective June 23, 2026Isetan Mitsukoshi Holdings Ltd. at the Ordinary General Meeting of Shareholders approved matters related to distribution of dividend property to shareholders and the total amount ¥40 per common share of the Company. Total amount: ¥14,062,086,680. Effective date of dividend of surplus: June 23, 2026.
お知らせ • Jun 23Isetan Mitsukoshi Holdings Ltd. Approves Election of DirectorsIsetan Mitsukoshi Holdings Ltd. at the Ordinary General Meeting of Shareholders approved election of Kyoko Kawarabayashi and Yukari Suzuki as director.
お知らせ • Jun 10Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2027 Results on Aug 13, 2026Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2027 results on Aug 13, 2026
Board Change • May 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Naosuke Fujita was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 14First quarter 2027 earnings released: EPS: JP¥63.80 (vs JP¥51.86 in 1Q 2026)First quarter 2027 results: EPS: JP¥63.80 (up from JP¥51.86 in 1Q 2026). Revenue: JP¥128.9b (up 3.8% from 1Q 2026). Net income: JP¥22.3b (up 19% from 1Q 2026). Profit margin: 17% (up from 15% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.
Declared Dividend • Jul 26Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2026 Payment date: 11th December 2026 Dividend yield will be 208%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 2.8% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Jun 25Isetan Mitsukoshi Holdings Ltd. Approves Dividend, Effective June 23, 2026Isetan Mitsukoshi Holdings Ltd. at the Ordinary General Meeting of Shareholders approved matters related to distribution of dividend property to shareholders and the total amount ¥40 per common share of the Company. Total amount: ¥14,062,086,680. Effective date of dividend of surplus: June 23, 2026.
お知らせ • Jun 23Isetan Mitsukoshi Holdings Ltd. Approves Election of DirectorsIsetan Mitsukoshi Holdings Ltd. at the Ordinary General Meeting of Shareholders approved election of Kyoko Kawarabayashi and Yukari Suzuki as director.
お知らせ • Jun 10Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2027 Results on Aug 13, 2026Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2027 results on Aug 13, 2026
Board Change • May 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Naosuke Fujita was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 14Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 22, 2026Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 22, 2026.
お知らせ • Mar 16Isetan Mitsukoshi Holdings Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Isetan Mitsukoshi Holdings Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • Feb 06Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces an Equity Buyback for 18,000,000 shares, representing 5.12% for ¥30,000 million.Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces a share repurchase program. Under the program, the company will repurchase up to 18,000,000 shares, representing 5.12% of its issued share capital, for ¥30,000 million. The purpose of the program is to return profits to shareholders and increase corporate value. All of the acquired treasury shares will be cancelled. The program is valid till February 8, 2027. As of December 31, 2025, there are 351,610,335 outstanding shares s (excluding treasury shares) and 15,808,619 shares in treasury.
お知らせ • Jan 14Shinshin Capital Co., Ltd. agreed to acquire 12% stake in Shin Kong Mitsukoshi Department Store Co., Ltd. from Isetan Mitsukoshi Holdings Ltd. (TSE:3099).Shinshin Capital Co., Ltd. agreed to acquire 12% stake in Shin Kong Mitsukoshi Department Store Co., Ltd. from Isetan Mitsukoshi Holdings Ltd. (TSE:3099) on January 12, 2026. Shinshin Capital Co., Ltd. signed an agreement to acquire 12% stake in Shin Kong Mitsukoshi Department Store Co., Ltd. from Isetan Mitsukoshi Holdings Ltd. on January 13, 2026. Following the completion Isetan Mitsukoshi Holdings Ltd. will own 10% stake in Shin Kong Mitsukoshi Department Store Co., Ltd. The expected completion of the transaction is around April to May 2026.
お知らせ • Dec 04Isetan Mitsukoshi Holdings Ltd. to Report Q3, 2026 Results on Feb 06, 2026Isetan Mitsukoshi Holdings Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
お知らせ • Sep 12Isetan Mitsukoshi Holdings Ltd. to Report Q2, 2026 Results on Nov 13, 2025Isetan Mitsukoshi Holdings Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025
お知らせ • Jun 25+ 1 more updateIsetan Mitsukoshi Holdings Ltd. Approves Distribution of Dividend Property, Effective June 25, 2025Isetan Mitsukoshi Holdings Ltd. at its Ordinary General Meeting of Shareholders on June 24, 2025, approved distribution of dividend property to shareholders and the total amount ¥30 per common share of the Company. Total amount: ¥10,962,294,750. Effective date of dividend of surplus: June 25, 2025.
お知らせ • Jun 05Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2026 Results on Aug 08, 2025Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 14Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces an Equity Buyback for 20,000,000 shares, representing 5.47% for ¥30,000 million.Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces a share repurchase program. Under the program, the company will repurchase up to 20,000,000 shares, representing 5.47% of its issued share capital, for ¥30,000 million. The purpose of the program is to return profits to shareholders and increase corporate value. All of the acquired treasury shares will be cancelled. The program is valid till October 31, 2025. As of March 31, 2025, there are 365,409,825 outstanding shares s (excluding treasury shares) and 14,852,729 shares in treasury.
お知らせ • May 13Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 24, 2025Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 24, 2025.
お知らせ • Mar 11Isetan Mitsukoshi Holdings Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Isetan Mitsukoshi Holdings Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
お知らせ • Nov 28Isetan Mitsukoshi Holdings Ltd. to Report Q3, 2025 Results on Feb 04, 2025Isetan Mitsukoshi Holdings Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025
New Risk • Nov 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Nov 13Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces an Equity Buyback for 5,000,000 shares, representing 1.35% for ¥10,000 million.Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 1.35% of its issued share capital, for ¥10,000 million. The purpose of the program is to return profits to shareholders and increase corporate value. All of the acquired treasury shares will be cancelled. The program is valid till March 14, 2025. As of March 31, 2024, there are 371,005,209 outstanding shares s (excluding treasury shares) and 19,315,045 shares in treasury.
Buy Or Sell Opportunity • Nov 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to €13.20. The fair value is estimated to be €16.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.7% in 2 years. Earnings are forecast to decline by 3.8% in the next 2 years.
Buy Or Sell Opportunity • Oct 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €14.00. The fair value is estimated to be €17.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.7% in 2 years. Earnings are forecast to decline by 3.8% in the next 2 years.
Buy Or Sell Opportunity • Oct 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €13.80. The fair value is estimated to be €17.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to decline by 3.8% in the next 2 years.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.3%).
Buy Or Sell Opportunity • Sep 18Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €13.80. The fair value is estimated to be €17.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to decline by 3.8% in the next 2 years.
お知らせ • Sep 11Isetan Mitsukoshi Holdings Ltd. to Report Q2, 2025 Results on Nov 13, 2024Isetan Mitsukoshi Holdings Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024
Buy Or Sell Opportunity • Aug 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to €13.20. The fair value is estimated to be €17.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to decline by 5.6% in the next 2 years.
Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥36.55 (vs JP¥17.82 in 1Q 2024)First quarter 2025 results: EPS: JP¥36.55 (up from JP¥17.82 in 1Q 2024). Revenue: JP¥129.7b (up 9.3% from 1Q 2024). Net income: JP¥13.7b (up 101% from 1Q 2024). Profit margin: 11% (up from 5.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €14.20, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.32 per share.
Buy Or Sell Opportunity • Aug 03Now 22% undervaluedOver the last 90 days, the stock has risen 6.8% to €14.20. The fair value is estimated to be €18.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 3.3% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 107%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €20.20, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total returns to shareholders of 250% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.40 per share.
Buy Or Sell Opportunity • Jul 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to €20.20. The fair value is estimated to be €16.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 3.3% per annum over the same time period.
New Risk • Jun 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).
お知らせ • Jun 08Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2025 Results on Aug 09, 2024Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥146 (vs JP¥84.82 in FY 2023)Full year 2024 results: EPS: JP¥146 (up from JP¥84.82 in FY 2023). Revenue: JP¥536.4b (up 10% from FY 2023). Net income: JP¥55.6b (up 72% from FY 2023). Profit margin: 10% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €16.20, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total returns to shareholders of 188% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.92 per share.
お知らせ • May 16Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 24, 2024Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 24, 2024.
お知らせ • May 15Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces an Equity Buyback for 8,500,000 shares, representing 2.26% for ¥15,000 million.Isetan Mitsukoshi Holdings Ltd. (TSE:3099) announces a share repurchase program. Under the program, the company will repurchase 8,500,000 shares, representing 2.26% of its share capital, for ¥15,000 million. The company will repurchase its shares in order to improve capital efficiency over the medium- to long-term, and to enable the implementation of capital policies according to the future business environment. The repurchased shares will be cancelled. The program will run until October 31, 2024. As of March 31, 2024, the company had 375,337,614 shares outstanding (excluding treasury shares) and 21,927,440 shares in treasury.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.3%).
お知らせ • Mar 14Isetan Mitsukoshi Holdings Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Isetan Mitsukoshi Holdings Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
New Risk • Feb 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥42.51 (vs JP¥30.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥42.51 (up from JP¥30.90 in 3Q 2023). Revenue: JP¥153.3b (up 6.2% from 3Q 2023). Net income: JP¥16.2b (up 38% from 3Q 2023). Profit margin: 11% (up from 8.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €11.80, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total returns to shareholders of 117% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.97 per share.
お知らせ • Dec 03Isetan Mitsukoshi Holdings Ltd. to Report Q3, 2024 Results on Feb 02, 2024Isetan Mitsukoshi Holdings Ltd. announced that they will report Q3, 2024 results on Feb 02, 2024
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥21.10 (vs JP¥5.54 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.10 (up from JP¥5.54 in 2Q 2023). Revenue: JP¥129.8b (up 7.1% from 2Q 2023). Net income: JP¥8.06b (up 281% from 2Q 2023). Profit margin: 6.2% (up from 1.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥8.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.0%).
お知らせ • Sep 10Isetan Mitsukoshi Holdings Ltd. to Report Q2, 2024 Results on Nov 10, 2023Isetan Mitsukoshi Holdings Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €11.40, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.78 per share.
Board Change • Aug 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Outside Director Toshio Iwamoto was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥17.82 (vs JP¥14.81 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.82 (up from JP¥14.81 in 1Q 2023). Revenue: JP¥118.7b (up 17% from 1Q 2023). Net income: JP¥6.81b (up 20% from 1Q 2023). Profit margin: 5.7% (up from 5.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 22Full year 2023 earnings released: EPS: JP¥84.82 (vs JP¥32.36 in FY 2022)Full year 2023 results: EPS: JP¥84.82 (up from JP¥32.36 in FY 2022). Revenue: JP¥487.4b (up 17% from FY 2022). Net income: JP¥32.4b (up 162% from FY 2022). Profit margin: 6.6% (up from 2.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 04Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2024 Results on Aug 03, 2023Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2024 results on Aug 03, 2023
Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥84.82 (vs JP¥32.36 in FY 2022)Full year 2023 results: EPS: JP¥84.82 (up from JP¥32.36 in FY 2022). Revenue: JP¥487.4b (up 17% from FY 2022). Net income: JP¥32.4b (up 162% from FY 2022). Profit margin: 6.6% (up from 2.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers ().
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥30.90 (vs JP¥23.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥30.90 (up from JP¥23.75 in 3Q 2022). Revenue: JP¥144.3b (up 14% from 3Q 2022). Net income: JP¥11.8b (up 30% from 3Q 2022). Profit margin: 8.2% (up from 7.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 04Isetan Mitsukoshi Holdings Ltd. to Report Q3, 2023 Results on Feb 03, 2023Isetan Mitsukoshi Holdings Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥5.54 (vs JP¥1.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.54 (up from JP¥1.41 in 2Q 2022). Revenue: JP¥121.3b (up 22% from 2Q 2022). Net income: JP¥2.11b (up 294% from 2Q 2022). Profit margin: 1.7% (up from 0.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥5.54 (vs JP¥1.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.54 (up from JP¥1.41 in 2Q 2022). Revenue: JP¥121.3b (up 22% from 2Q 2022). Net income: JP¥2.11b (up 294% from 2Q 2022). Profit margin: 1.7% (up from 0.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (7.3%).
お知らせ • Sep 11Isetan Mitsukoshi Holdings Ltd. to Report Q2, 2023 Results on Nov 11, 2022Isetan Mitsukoshi Holdings Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥14.81 (vs JP¥22.76 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥14.81 (up from JP¥22.76 loss in 1Q 2022). Revenue: JP¥101.6b (up 15% from 1Q 2022). Net income: JP¥5.65b (up JP¥14.3b from 1Q 2022). Profit margin: 5.6% (up from net loss in 1Q 2022). Over the next year, revenue is forecast to grow 19%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
Board Change • Jul 31High number of new directorsIndependent Outside Director Tomoko Ando was the last director to join the board, commencing their role in 2022.
Buying Opportunity • Jun 25Now 21% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be €9.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
Buying Opportunity • Jun 06Now 22% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €9.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
お知らせ • Jun 02Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2023 Results on Aug 01, 2022Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥32.36 (vs JP¥108 loss in FY 2021)Full year 2022 results: EPS: JP¥32.36 (up from JP¥108 loss in FY 2021). Revenue: JP¥418.3b (down 49% from FY 2021). Net income: JP¥12.3b (up JP¥53.4b from FY 2021). Profit margin: 2.9% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is forecast to grow 13%, compared to a 8.9% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 34% 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 • May 15Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 27, 2022Isetan Mitsukoshi Holdings Ltd., Annual General Meeting, Jun 27, 2022.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. President, CEO & Director Toshiyuki Hosoya was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07Isetan Mitsukoshi Holdings Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Isetan Mitsukoshi Holdings Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.1%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥23.75 (up from JP¥5.33 in 3Q 2021). Revenue: JP¥126.7b (down 53% from 3Q 2021). Net income: JP¥9.06b (up 347% from 3Q 2021). Profit margin: 7.1% (up from 0.8% in 3Q 2021). Revenue exceeded analyst estimates by 3.8%. Over the next year, revenue is expected to shrink by 14% compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥1.41 (vs JP¥16.31 loss in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥99.4b (down 51% from 2Q 2021). Net income: JP¥537.0m (up JP¥6.74b from 2Q 2021). Profit margin: 0.5% (up from net loss in 2Q 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.8%).
Reported Earnings • Aug 01First quarter 2022 earnings released: JP¥22.76 loss per share (vs JP¥80.44 loss in 1Q 2021)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2022 results: Revenue: JP¥88.6b (down 33% from 1Q 2021). Net loss: JP¥8.67b (loss narrowed 72% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 14Full year 2021 earnings released: JP¥108 loss per share (vs JP¥28.90 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥816.0b (down 27% from FY 2020). Net loss: JP¥41.1b (loss widened 267% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 16 June 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.8%).
お知らせ • Mar 18Isetan Mitsukoshi Holdings Ltd. to Report Fiscal Year 2021 Results on May 12, 2021Isetan Mitsukoshi Holdings Ltd. announced that they will report fiscal year 2021 results on May 12, 2021
Is New 90 Day High Low • Feb 25New 90-day high: €5.90The company is up 26% from its price of €4.68 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.38 per share.
Is New 90 Day High Low • Feb 04New 90-day high: €5.55The company is up 34% from its price of €4.14 on 06 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.41 per share.
Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥5.33 (vs JP¥0.69 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥266.7b (down 11% from 3Q 2020). Net income: JP¥2.03b (up JP¥1.76b from 3Q 2020). Profit margin: 0.8% (up from 0.1% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Jan 28Revenue beats expectationsRevenue exceeded analyst estimates by 4.1%. Over the next year, revenue is forecast to grow 11%, compared to a 8.4% growth forecast for the Multiline Retail industry in Germany.
Is New 90 Day High Low • Jan 16New 90-day high: €5.10The company is up 18% from its price of €4.32 on 16 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Multiline Retail industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.68 per share.
Is New 90 Day High Low • Dec 17New 90-day high: €4.92The company is up 9.0% from its price of €4.50 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Multiline Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.69 per share.
Is New 90 Day High Low • Nov 19New 90-day high: €4.90The company is up 10.0% from its price of €4.44 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Multiline Retail industry, which is also up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.96 per share.
Analyst Estimate Surprise Post Earnings • Nov 16Revenue misses expectationsRevenue missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 3.0%, compared to a 7.1% growth forecast for the Multiline Retail industry in Germany.
Reported Earnings • Nov 14Second quarter 2021 earnings released: JP¥16.31 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥204.0b (down 31% from 2Q 2020). Net loss: JP¥6.20b (down 493% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 92% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 11The Blackstone Group Inc. (NYSE:BX) agreed to acquire Isetan Mitsukoshi Real Estate Co., Ltd. from Isetan Mitsukoshi Holdings Ltd. (TSE:3099) for ¥30 billion.The Blackstone Group Inc. (NYSE:BX) agreed to acquire Isetan Mitsukoshi Real Estate Co., Ltd. from Isetan Mitsukoshi Holdings Ltd. (TSE:3099) for ¥30 billion on November 10, 2020.
お知らせ • Sep 12Isetan Mitsukoshi Holdings Ltd. to Report Q2, 2021 Results on Nov 11, 2020Isetan Mitsukoshi Holdings Ltd. announced that they will report Q2, 2021 results on Nov 11, 2020
お知らせ • Jun 19Isetan Mitsukoshi Holdings Ltd. to Report Q1, 2021 Results on Jul 29, 2020Isetan Mitsukoshi Holdings Ltd. announced that they will report Q1, 2021 results on Jul 29, 2020
