View Financial HealthDCM Holdings 配当と自社株買い配当金 基準チェック /56DCM Holdingsは配当を支払う会社で、現在の利回りは3.24%ですが、利益によって十分にカバーされています。次の支払い日は 4th November, 2026で、権利落ち日は28th August, 2026 。主要情報3.2%配当利回り1.1%バイバック利回り総株主利回り4.4%将来の配当利回り4.0%配当成長8.5%次回配当支払日04 Nov 26配当落ち日28 Aug 26一株当たり配当金n/a配当性向36%最近の配当と自社株買いの更新Declared Dividend • Jun 12Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 28th August 2026 Payment date: 4th November 2026 Dividend yield will be 300%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 26DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 3,000,000 shares, representing 2.15% for ¥5,500 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 2.15% of the outstanding shares, for ¥5,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and as a measure to return profits to shareholders. The plan will be valid till June 30, 2026. As of November 30, 2025, the company had 139,808,737 shares outstanding (excluding treasury stock) and 6,691,263 shares in treasury.お知らせ • Jun 27+ 1 more updateDCM Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026DCM Holdings Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 23.00 per share against JPY 23.00 a year ago.お知らせ • Apr 14DCM Holdings Co., Ltd. Proposes Year End Dividend for the Year Ended February 2025, Payable on May 30, 2025DCM Holdings Co., Ltd. announced that Board of Directors, at a meeting, resolved to submit a proposal to the 19th Ordinary General Meeting of Shareholders to be held on May 29, 2025, regarding the dividends of surplus with a record date of February 28, 2025. Record date: February 28, 2025, Dividend per share: JPY 23.00, Total amount of dividends: JPY 3,193 million, Effective date: May 30, 2025. Actual results for the previous fiscal year (Fiscal year ended February 2024): JPY 22.00 per share.Upcoming Dividend • Aug 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.4%).Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 23% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.3%).すべての更新を表示Recent updatesDeclared Dividend • Jun 12Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 28th August 2026 Payment date: 4th November 2026 Dividend yield will be 300%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 02Full year 2026 earnings released: EPS: JP¥127 (vs JP¥128 in FY 2025)Full year 2026 results: EPS: JP¥127. Revenue: JP¥542.3b (flat on FY 2025). Net income: JP¥17.3b (up 1.0% from FY 2025). Profit margin: 3.2% (up from 3.1% in FY 2025). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany.お知らせ • May 28DCM Holdings Co., Ltd. to Report Q1, 2027 Results on Jun 26, 2026DCM Holdings Co., Ltd. announced that they will report Q1, 2027 results on Jun 26, 2026Buy Or Sell Opportunity • May 25Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €7.70. The fair value is estimated to be €10.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Hitomi Iba was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026.お知らせ • Apr 03DCM Holdings Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026DCM Holdings Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026お知らせ • Dec 26DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 3,000,000 shares, representing 2.15% for ¥5,500 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 2.15% of the outstanding shares, for ¥5,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and as a measure to return profits to shareholders. The plan will be valid till June 30, 2026. As of November 30, 2025, the company had 139,808,737 shares outstanding (excluding treasury stock) and 6,691,263 shares in treasury.お知らせ • Nov 22DCM Holdings Co., Ltd. to Report Q3, 2026 Results on Dec 26, 2025DCM Holdings Co., Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025お知らせ • Aug 23DCM Holdings Co., Ltd. to Report Q2, 2026 Results on Sep 26, 2025DCM Holdings Co., Ltd. announced that they will report Q2, 2026 results on Sep 26, 2025お知らせ • Jun 27+ 1 more updateDCM Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026DCM Holdings Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 23.00 per share against JPY 23.00 a year ago.お知らせ • May 09DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion.DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion on May 9, 2025. The transaction is subject to approval of offer by acquirer shareholders. The expected completion of the transaction is September 1, 2025. YAMADA Business Consulting Co.,Ltd. acted as financial advisor for DCM Holdings Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Encho Co.,Ltd.お知らせ • Apr 26DCM Holdings Co., Ltd. to Report Q1, 2026 Results on Jun 27, 2025DCM Holdings Co., Ltd. announced that they will report Q1, 2026 results on Jun 27, 2025お知らせ • Apr 14DCM Holdings Co., Ltd. Proposes Year End Dividend for the Year Ended February 2025, Payable on May 30, 2025DCM Holdings Co., Ltd. announced that Board of Directors, at a meeting, resolved to submit a proposal to the 19th Ordinary General Meeting of Shareholders to be held on May 29, 2025, regarding the dividends of surplus with a record date of February 28, 2025. Record date: February 28, 2025, Dividend per share: JPY 23.00, Total amount of dividends: JPY 3,193 million, Effective date: May 30, 2025. Actual results for the previous fiscal year (Fiscal year ended February 2024): JPY 22.00 per share.お知らせ • Apr 11+ 1 more updateDCM Holdings Co., Ltd. Revises Performance Target for the Year 2025DCM Holdings Co., Ltd. Revised Performance Target for the Year 2025. The company announced that it has decided to revise the performance targets in 3rd Medium-Term Management Plan, which covers the period from FY2023 to FY2025. Revised Performance Targets are: Net sales before revision were JPY 550,000 million and After the revision it is JPY 545,000 million, Operating profit before revision were JPY 38,000 million and After the revision it is JPY 35,000 million, Profit before revision were JPY 22,800 million and After the revision it is JPY 19,600 million.お知らせ • Feb 27DCM Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025DCM Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025お知らせ • Nov 23DCM Holdings Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024DCM Holdings Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024New Risk • Oct 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% 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 Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future.Reported Earnings • Sep 29Second quarter 2025 earnings released: EPS: JP¥44.93 (vs JP¥37.93 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.93 (up from JP¥37.93 in 2Q 2024). Revenue: JP¥146.3b (up 19% from 2Q 2024). Net income: JP¥6.02b (up 19% from 2Q 2024). Profit margin: 4.1% (in line with 2Q 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 27DCM Holdings Co., Ltd. to Report Q2, 2025 Results on Sep 27, 2024DCM Holdings Co., Ltd. announced that they will report Q2, 2025 results on Sep 27, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.4%).Buy Or Sell Opportunity • Jul 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to €8.35. The fair value is estimated to be €10.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 2.5% in the next 2 years.Reported Earnings • Jul 01First quarter 2025 earnings released: EPS: JP¥42.52 (vs JP¥41.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.52 (up from JP¥41.40 in 1Q 2024). Revenue: JP¥141.5b (up 14% from 1Q 2024). Net income: JP¥5.69b (flat on 1Q 2024). Profit margin: 4.0% (down from 4.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jun 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to €8.45. The fair value is estimated to be €10.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.2% to €8.75. The fair value is estimated to be €11.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.Reported Earnings • Jun 06Full year 2024 earnings released: EPS: JP¥159 (vs JP¥125 in FY 2023)Full year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.お知らせ • May 29DCM Holdings Co., Ltd. to Report Q1, 2025 Results on Jun 28, 2024DCM Holdings Co., Ltd. announced that they will report Q1, 2025 results on Jun 28, 2024お知らせ • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024.Reported Earnings • Apr 14Full year 2024 earnings released: EPS: JP¥159 (vs JP¥125 in FY 2023)Full year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 24DCM Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024DCM Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 23% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.3%).Reported Earnings • Dec 29Third quarter 2024 earnings released: EPS: JP¥80.96 (vs JP¥24.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥80.96 (up from JP¥24.13 in 3Q 2023). Revenue: JP¥113.7b (down 3.8% from 3Q 2023). Net income: JP¥10.8b (up 209% from 3Q 2023). Profit margin: 9.5% (up from 3.0% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Nov 17DCM Holdings Co., Ltd. to Report Q3, 2024 Results on Dec 27, 2023DCM Holdings Co., Ltd. announced that they will report Q3, 2024 results on Dec 27, 2023Reported Earnings • Oct 01Second quarter 2024 earnings released: EPS: JP¥37.93 (vs JP¥38.55 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.93 (down from JP¥38.55 in 2Q 2023). Revenue: JP¥123.2b (down 1.3% from 2Q 2023). Net income: JP¥5.07b (down 9.8% from 2Q 2023). Profit margin: 4.1% (down from 4.5% in 2Q 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Germany.お知らせ • Aug 31DCM Holdings Co., Ltd. to Report Q2, 2024 Results on Sep 29, 2023DCM Holdings Co., Ltd. announced that they will report Q2, 2024 results on Sep 29, 2023Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 01 November 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).Reported Earnings • Jul 02First quarter 2024 earnings released: EPS: JP¥41.40 (vs JP¥44.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.40 (down from JP¥44.05 in 1Q 2023). Revenue: JP¥123.9b (up 8.6% from 1Q 2023). Net income: JP¥5.67b (down 13% from 1Q 2023). Profit margin: 4.6% (down from 5.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany.Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥125 (vs JP¥126 in FY 2022)Full year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €9.20, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Specialty Retail industry in Germany. Total returns to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.63 per share.Reported Earnings • Apr 13Full year 2023 earnings released: EPS: JP¥125 (vs JP¥126 in FY 2022)Full year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Germany.Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).Reported Earnings • Dec 30Third quarter 2023 earnings released: EPS: JP¥24.13 (vs JP¥26.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.13 (down from JP¥26.70 in 3Q 2022). Revenue: JP¥118.2b (up 10% from 3Q 2022). Net income: JP¥3.50b (down 12% from 3Q 2022). Profit margin: 3.0% (down from 3.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in Germany.お知らせ • Nov 27DCM Holdings Co., Ltd. to Report Q3, 2023 Results on Dec 28, 2022DCM Holdings Co., Ltd. announced that they will report Q3, 2023 results on Dec 28, 2022Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 01Second quarter 2023 earnings released: EPS: JP¥38.55 (vs JP¥39.68 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.55 (down from JP¥39.68 in 2Q 2022). Revenue: JP¥124.8b (up 7.9% from 2Q 2022). Net income: JP¥5.62b (down 5.0% from 2Q 2022). Profit margin: 4.5% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany.お知らせ • Sep 30DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 8,000,000 shares, representing 5.49% for ¥8,000 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 8,000,000 shares, representing 5.48% of the outstanding shares, at ¥1,000 per share for ¥8,000 million. The purpose of the program is to improve shareholder returns and capital efficiency in response to changes in the business environment. The plan will be valid till March 31, 2023. As of August 31, 2022, the company had 145,797,902 shares outstanding and 11,202,098 shares in treasury.お知らせ • Sep 24DCM Holdings Co., Ltd. to Report Q2, 2023 Results on Sep 29, 2022DCM Holdings Co., Ltd. announced that they will report Q2, 2023 results on Sep 29, 2022Upcoming Dividend • Aug 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 01 November 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).Buying Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be €9.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.Reported Earnings • Jul 02First quarter 2023 earnings released: EPS: JP¥44.05 (vs JP¥50.42 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.05 (down from JP¥50.42 in 1Q 2022). Revenue: JP¥114.0b (down 4.5% from 1Q 2022). Net income: JP¥6.51b (down 14% from 1Q 2022). Profit margin: 5.7% (down from 6.4% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 13%, compared to a 9.1% growth forecast for the industry in Germany.Reported Earnings • Jun 02Full year 2022 earnings released: EPS: JP¥126 (vs JP¥127 in FY 2021)Full year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 11%, compared to a 9.7% growth forecast for the retail industry in Germany.お知らせ • Jun 01DCM Holdings Co., Ltd. to Report Q1, 2023 Results on Jun 30, 2022DCM Holdings Co., Ltd. announced that they will report Q1, 2023 results on Jun 30, 2022Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. 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¥126 (vs JP¥127 in FY 2021)Full year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 2.3%, compared to a 13% growth forecast for the retail industry in Germany.お知らせ • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 26, 2022DCM Holdings Co., Ltd., Annual General Meeting, May 26, 2022.お知らせ • Apr 07DCM Holdings Co., Ltd. to Report Fiscal Year 2022 Results on Apr 12, 2022DCM Holdings Co., Ltd. announced that they will report fiscal year 2022 results on Apr 12, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 28 May 2022. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.3%).Reported Earnings • Dec 29Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥26.70 (up from JP¥25.86 in 3Q 2021). Revenue: JP¥107.1b (down 3.9% from 3Q 2021). Net income: JP¥3.97b (up 1.1% from 3Q 2021). Profit margin: 3.7% (up from 3.5% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 1.3%, compared to a 16% growth forecast for the industry in Germany.Reported Earnings • Sep 30Second quarter 2022 earnings released: EPS JP¥39.68 (vs JP¥48.97 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥115.7b (down 9.0% from 2Q 2021). Net income: JP¥5.92b (down 15% from 2Q 2021). Profit margin: 5.1% (down from 5.5% in 2Q 2021). The decrease in margin was driven by lower revenue.Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 02 November 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.3%).Reported Earnings • Jul 01First quarter 2022 earnings released: EPS JP¥50.42 (vs JP¥59.71 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥119.3b (down 5.2% from 1Q 2021). Net income: JP¥7.58b (down 7.0% from 1Q 2021). Profit margin: 6.4% (down from 6.5% in 1Q 2021). The decrease in margin was driven by lower revenue.Reported Earnings • Jun 03Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥471.2b (up 7.7% from FY 2020). Net income: JP¥18.6b (up 35% from FY 2020). Profit margin: 3.9% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue.Reported Earnings • Apr 11Full year 2021 earnings released: EPS JP¥127 (vs JP¥103 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥471.2b (up 7.7% from FY 2020). Net income: JP¥18.6b (up 35% from FY 2020). Profit margin: 3.9% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue.お知らせ • Feb 28DCM Holdings Co., Ltd. to Report Fiscal Year 2021 Results on Apr 09, 2021DCM Holdings Co., Ltd. announced that they will report fiscal year 2021 results on Apr 09, 2021Reported Earnings • Jan 14Third quarter 2021 earnings released: EPS JP¥25.86The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥111.4b (up 1.9% from 3Q 2020). Net income: JP¥3.93b (up 23% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Dec 29Third quarter 2021 earnings released: EPS JP¥25.86The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥111.4b (up 1.9% from 3Q 2020). Net income: JP¥3.93b (up 23% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Dec 29Revenue misses expectationsRevenue missed analyst estimates by 2.8%. Over the next year, revenue is expected to shrink by 2.0% compared to a 6.3% growth forecast for the Specialty Retail industry in Germany.配当金の支払いについて今日Jun 18 2026配当落ち日Aug 28 2026配当支払日Nov 04 202668 days 配当落ちから次の71 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: 889の1株当たり配当金は過去10年間安定しています。増加する配当: 889の配当金は過去10年間にわたって増加しています。配当利回り対市場DCM Holdings 配当利回り対市場889 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (889)3.2%市場下位25% (DE)1.5%市場トップ25% (DE)4.7%業界平均 (Specialty Retail)2.7%アナリスト予想 (889) (最長3年)4.0%注目すべき配当: 889の配当金 ( 3.24% ) はGerman市場の配当金支払者の下位 25% ( 1.49% ) よりも高くなっています。高配当: 889の配当金 ( 3.24% ) はGerman市場の配当金支払者の上位 25% ( 4.71% ) と比較すると低いです。株主への利益配当収益カバレッジ: 889の 配当性向 ( 36.2% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 889の 現金配当性向 ( 30.6% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/17 07:06終値2026/06/17 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DCM Holdings Co., Ltd. 1 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。6 アナリスト機関Hidehiko AokiBofA Global ResearchFumihiko ShimizuDaiwa Securities Co. Ltd.Takashi YanahiraIchiyoshi Research Institute Inc.3 その他のアナリストを表示
Declared Dividend • Jun 12Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 28th August 2026 Payment date: 4th November 2026 Dividend yield will be 300%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 26DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 3,000,000 shares, representing 2.15% for ¥5,500 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 2.15% of the outstanding shares, for ¥5,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and as a measure to return profits to shareholders. The plan will be valid till June 30, 2026. As of November 30, 2025, the company had 139,808,737 shares outstanding (excluding treasury stock) and 6,691,263 shares in treasury.
お知らせ • Jun 27+ 1 more updateDCM Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026DCM Holdings Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 23.00 per share against JPY 23.00 a year ago.
お知らせ • Apr 14DCM Holdings Co., Ltd. Proposes Year End Dividend for the Year Ended February 2025, Payable on May 30, 2025DCM Holdings Co., Ltd. announced that Board of Directors, at a meeting, resolved to submit a proposal to the 19th Ordinary General Meeting of Shareholders to be held on May 29, 2025, regarding the dividends of surplus with a record date of February 28, 2025. Record date: February 28, 2025, Dividend per share: JPY 23.00, Total amount of dividends: JPY 3,193 million, Effective date: May 30, 2025. Actual results for the previous fiscal year (Fiscal year ended February 2024): JPY 22.00 per share.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.4%).
Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 23% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.3%).
Declared Dividend • Jun 12Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 28th August 2026 Payment date: 4th November 2026 Dividend yield will be 300%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 02Full year 2026 earnings released: EPS: JP¥127 (vs JP¥128 in FY 2025)Full year 2026 results: EPS: JP¥127. Revenue: JP¥542.3b (flat on FY 2025). Net income: JP¥17.3b (up 1.0% from FY 2025). Profit margin: 3.2% (up from 3.1% in FY 2025). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany.
お知らせ • May 28DCM Holdings Co., Ltd. to Report Q1, 2027 Results on Jun 26, 2026DCM Holdings Co., Ltd. announced that they will report Q1, 2027 results on Jun 26, 2026
Buy Or Sell Opportunity • May 25Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €7.70. The fair value is estimated to be €10.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Hitomi Iba was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026.
お知らせ • Apr 03DCM Holdings Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026DCM Holdings Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
お知らせ • Dec 26DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 3,000,000 shares, representing 2.15% for ¥5,500 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 2.15% of the outstanding shares, for ¥5,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and as a measure to return profits to shareholders. The plan will be valid till June 30, 2026. As of November 30, 2025, the company had 139,808,737 shares outstanding (excluding treasury stock) and 6,691,263 shares in treasury.
お知らせ • Nov 22DCM Holdings Co., Ltd. to Report Q3, 2026 Results on Dec 26, 2025DCM Holdings Co., Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025
お知らせ • Aug 23DCM Holdings Co., Ltd. to Report Q2, 2026 Results on Sep 26, 2025DCM Holdings Co., Ltd. announced that they will report Q2, 2026 results on Sep 26, 2025
お知らせ • Jun 27+ 1 more updateDCM Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026DCM Holdings Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 23.00 per share against JPY 23.00 a year ago.
お知らせ • May 09DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion.DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion on May 9, 2025. The transaction is subject to approval of offer by acquirer shareholders. The expected completion of the transaction is September 1, 2025. YAMADA Business Consulting Co.,Ltd. acted as financial advisor for DCM Holdings Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Encho Co.,Ltd.
お知らせ • Apr 26DCM Holdings Co., Ltd. to Report Q1, 2026 Results on Jun 27, 2025DCM Holdings Co., Ltd. announced that they will report Q1, 2026 results on Jun 27, 2025
お知らせ • Apr 14DCM Holdings Co., Ltd. Proposes Year End Dividend for the Year Ended February 2025, Payable on May 30, 2025DCM Holdings Co., Ltd. announced that Board of Directors, at a meeting, resolved to submit a proposal to the 19th Ordinary General Meeting of Shareholders to be held on May 29, 2025, regarding the dividends of surplus with a record date of February 28, 2025. Record date: February 28, 2025, Dividend per share: JPY 23.00, Total amount of dividends: JPY 3,193 million, Effective date: May 30, 2025. Actual results for the previous fiscal year (Fiscal year ended February 2024): JPY 22.00 per share.
お知らせ • Apr 11+ 1 more updateDCM Holdings Co., Ltd. Revises Performance Target for the Year 2025DCM Holdings Co., Ltd. Revised Performance Target for the Year 2025. The company announced that it has decided to revise the performance targets in 3rd Medium-Term Management Plan, which covers the period from FY2023 to FY2025. Revised Performance Targets are: Net sales before revision were JPY 550,000 million and After the revision it is JPY 545,000 million, Operating profit before revision were JPY 38,000 million and After the revision it is JPY 35,000 million, Profit before revision were JPY 22,800 million and After the revision it is JPY 19,600 million.
お知らせ • Feb 27DCM Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025DCM Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025
お知らせ • Nov 23DCM Holdings Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024DCM Holdings Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024
New Risk • Oct 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% 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 Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future.
Reported Earnings • Sep 29Second quarter 2025 earnings released: EPS: JP¥44.93 (vs JP¥37.93 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.93 (up from JP¥37.93 in 2Q 2024). Revenue: JP¥146.3b (up 19% from 2Q 2024). Net income: JP¥6.02b (up 19% from 2Q 2024). Profit margin: 4.1% (in line with 2Q 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 27DCM Holdings Co., Ltd. to Report Q2, 2025 Results on Sep 27, 2024DCM Holdings Co., Ltd. announced that they will report Q2, 2025 results on Sep 27, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.4%).
Buy Or Sell Opportunity • Jul 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to €8.35. The fair value is estimated to be €10.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 2.5% in the next 2 years.
Reported Earnings • Jul 01First quarter 2025 earnings released: EPS: JP¥42.52 (vs JP¥41.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.52 (up from JP¥41.40 in 1Q 2024). Revenue: JP¥141.5b (up 14% from 1Q 2024). Net income: JP¥5.69b (flat on 1Q 2024). Profit margin: 4.0% (down from 4.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jun 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to €8.45. The fair value is estimated to be €10.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.
Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.2% to €8.75. The fair value is estimated to be €11.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.
Reported Earnings • Jun 06Full year 2024 earnings released: EPS: JP¥159 (vs JP¥125 in FY 2023)Full year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
お知らせ • May 29DCM Holdings Co., Ltd. to Report Q1, 2025 Results on Jun 28, 2024DCM Holdings Co., Ltd. announced that they will report Q1, 2025 results on Jun 28, 2024
お知らせ • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024.
Reported Earnings • Apr 14Full year 2024 earnings released: EPS: JP¥159 (vs JP¥125 in FY 2023)Full year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 24DCM Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024DCM Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 23% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.3%).
Reported Earnings • Dec 29Third quarter 2024 earnings released: EPS: JP¥80.96 (vs JP¥24.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥80.96 (up from JP¥24.13 in 3Q 2023). Revenue: JP¥113.7b (down 3.8% from 3Q 2023). Net income: JP¥10.8b (up 209% from 3Q 2023). Profit margin: 9.5% (up from 3.0% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Nov 17DCM Holdings Co., Ltd. to Report Q3, 2024 Results on Dec 27, 2023DCM Holdings Co., Ltd. announced that they will report Q3, 2024 results on Dec 27, 2023
Reported Earnings • Oct 01Second quarter 2024 earnings released: EPS: JP¥37.93 (vs JP¥38.55 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.93 (down from JP¥38.55 in 2Q 2023). Revenue: JP¥123.2b (down 1.3% from 2Q 2023). Net income: JP¥5.07b (down 9.8% from 2Q 2023). Profit margin: 4.1% (down from 4.5% in 2Q 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Germany.
お知らせ • Aug 31DCM Holdings Co., Ltd. to Report Q2, 2024 Results on Sep 29, 2023DCM Holdings Co., Ltd. announced that they will report Q2, 2024 results on Sep 29, 2023
Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 01 November 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).
Reported Earnings • Jul 02First quarter 2024 earnings released: EPS: JP¥41.40 (vs JP¥44.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.40 (down from JP¥44.05 in 1Q 2023). Revenue: JP¥123.9b (up 8.6% from 1Q 2023). Net income: JP¥5.67b (down 13% from 1Q 2023). Profit margin: 4.6% (down from 5.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany.
Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥125 (vs JP¥126 in FY 2022)Full year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €9.20, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Specialty Retail industry in Germany. Total returns to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.63 per share.
Reported Earnings • Apr 13Full year 2023 earnings released: EPS: JP¥125 (vs JP¥126 in FY 2022)Full year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Germany.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).
Reported Earnings • Dec 30Third quarter 2023 earnings released: EPS: JP¥24.13 (vs JP¥26.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.13 (down from JP¥26.70 in 3Q 2022). Revenue: JP¥118.2b (up 10% from 3Q 2022). Net income: JP¥3.50b (down 12% from 3Q 2022). Profit margin: 3.0% (down from 3.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in Germany.
お知らせ • Nov 27DCM Holdings Co., Ltd. to Report Q3, 2023 Results on Dec 28, 2022DCM Holdings Co., Ltd. announced that they will report Q3, 2023 results on Dec 28, 2022
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 01Second quarter 2023 earnings released: EPS: JP¥38.55 (vs JP¥39.68 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.55 (down from JP¥39.68 in 2Q 2022). Revenue: JP¥124.8b (up 7.9% from 2Q 2022). Net income: JP¥5.62b (down 5.0% from 2Q 2022). Profit margin: 4.5% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany.
お知らせ • Sep 30DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 8,000,000 shares, representing 5.49% for ¥8,000 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 8,000,000 shares, representing 5.48% of the outstanding shares, at ¥1,000 per share for ¥8,000 million. The purpose of the program is to improve shareholder returns and capital efficiency in response to changes in the business environment. The plan will be valid till March 31, 2023. As of August 31, 2022, the company had 145,797,902 shares outstanding and 11,202,098 shares in treasury.
お知らせ • Sep 24DCM Holdings Co., Ltd. to Report Q2, 2023 Results on Sep 29, 2022DCM Holdings Co., Ltd. announced that they will report Q2, 2023 results on Sep 29, 2022
Upcoming Dividend • Aug 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 01 November 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).
Buying Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be €9.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.
Reported Earnings • Jul 02First quarter 2023 earnings released: EPS: JP¥44.05 (vs JP¥50.42 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.05 (down from JP¥50.42 in 1Q 2022). Revenue: JP¥114.0b (down 4.5% from 1Q 2022). Net income: JP¥6.51b (down 14% from 1Q 2022). Profit margin: 5.7% (down from 6.4% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 13%, compared to a 9.1% growth forecast for the industry in Germany.
Reported Earnings • Jun 02Full year 2022 earnings released: EPS: JP¥126 (vs JP¥127 in FY 2021)Full year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 11%, compared to a 9.7% growth forecast for the retail industry in Germany.
お知らせ • Jun 01DCM Holdings Co., Ltd. to Report Q1, 2023 Results on Jun 30, 2022DCM Holdings Co., Ltd. announced that they will report Q1, 2023 results on Jun 30, 2022
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. 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¥126 (vs JP¥127 in FY 2021)Full year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 2.3%, compared to a 13% growth forecast for the retail industry in Germany.
お知らせ • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 26, 2022DCM Holdings Co., Ltd., Annual General Meeting, May 26, 2022.
お知らせ • Apr 07DCM Holdings Co., Ltd. to Report Fiscal Year 2022 Results on Apr 12, 2022DCM Holdings Co., Ltd. announced that they will report fiscal year 2022 results on Apr 12, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 28 May 2022. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.3%).
Reported Earnings • Dec 29Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥26.70 (up from JP¥25.86 in 3Q 2021). Revenue: JP¥107.1b (down 3.9% from 3Q 2021). Net income: JP¥3.97b (up 1.1% from 3Q 2021). Profit margin: 3.7% (up from 3.5% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 1.3%, compared to a 16% growth forecast for the industry in Germany.
Reported Earnings • Sep 30Second quarter 2022 earnings released: EPS JP¥39.68 (vs JP¥48.97 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥115.7b (down 9.0% from 2Q 2021). Net income: JP¥5.92b (down 15% from 2Q 2021). Profit margin: 5.1% (down from 5.5% in 2Q 2021). The decrease in margin was driven by lower revenue.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 02 November 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.3%).
Reported Earnings • Jul 01First quarter 2022 earnings released: EPS JP¥50.42 (vs JP¥59.71 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥119.3b (down 5.2% from 1Q 2021). Net income: JP¥7.58b (down 7.0% from 1Q 2021). Profit margin: 6.4% (down from 6.5% in 1Q 2021). The decrease in margin was driven by lower revenue.
Reported Earnings • Jun 03Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥471.2b (up 7.7% from FY 2020). Net income: JP¥18.6b (up 35% from FY 2020). Profit margin: 3.9% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Apr 11Full year 2021 earnings released: EPS JP¥127 (vs JP¥103 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥471.2b (up 7.7% from FY 2020). Net income: JP¥18.6b (up 35% from FY 2020). Profit margin: 3.9% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue.
お知らせ • Feb 28DCM Holdings Co., Ltd. to Report Fiscal Year 2021 Results on Apr 09, 2021DCM Holdings Co., Ltd. announced that they will report fiscal year 2021 results on Apr 09, 2021
Reported Earnings • Jan 14Third quarter 2021 earnings released: EPS JP¥25.86The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥111.4b (up 1.9% from 3Q 2020). Net income: JP¥3.93b (up 23% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Dec 29Third quarter 2021 earnings released: EPS JP¥25.86The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥111.4b (up 1.9% from 3Q 2020). Net income: JP¥3.93b (up 23% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Dec 29Revenue misses expectationsRevenue missed analyst estimates by 2.8%. Over the next year, revenue is expected to shrink by 2.0% compared to a 6.3% growth forecast for the Specialty Retail industry in Germany.