Sanrio Company（SJ8）株式概要株式会社サンリオは、子会社とともに、ソーシャル・コミュニケーション・ギフト、グリーティングカード、書籍の企画・販売を国内外で行っている。 詳細SJ8 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績5/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より26.8%で取引されている 収益は年間11.13%増加すると予測されています 過去1年間で収益は46.5%増加しました アナリストらは、株価が72.8%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、SJ8 、リスクは検出されなかった。すべてのリスクチェックを見るSJ8 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€4.507.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4b298b2016201920222025202620282031Revenue JP¥298.2bEarnings JP¥84.0bAdvancedSet Fair ValueView all narrativesSanrio Company, Ltd. 競合他社Fielmann GroupSymbol: XTRA:FIEMarket cap: €3.7bDouglasSymbol: XTRA:DOUMarket cap: €906.8mAUTO1 GroupSymbol: XTRA:AG1Market cap: €4.8bZalandoSymbol: XTRA:ZALMarket cap: €5.1b価格と性能株価の高値、安値、推移の概要Sanrio Company過去の株価現在の株価JP¥4.5052週高値JP¥9.9252週安値JP¥4.37ベータ0.241ヶ月の変化-9.50%3ヶ月変化-21.35%1年変化-41.72%3年間の変化77.59%5年間の変化382.04%IPOからの変化497.21%最新ニュースお知らせ • Feb 12+ 1 more updateSanrio Company, Ltd. Revises Year End Dividend Guidance for the Year Ending March 31, 2026Sanrio Company, Ltd. revised year end dividend guidance for the year ending March 31, 2026. The company expects to pay year end dividend of JPY 35.00 per share compared to previous guidance of JPY 31.00 per share. Reasons for Revisions to the Year-end Dividend Forecast; The Company considers distributing earnings to shareholders to be one of the Sanrio Group's highest priorities. The profit attributable to owners of parent was JPY 43.6 billion for the first nine months, which exceeded compay's plan, and is now expected to amount to JPY 52.0 billion for the full year. Following the upward revision to company's earnings forecast, the year-end dividend will be JPY 35 per share, up JPY 4 from the previous forecast of JPY 31 per share. This will bring the total annual dividend to JPY 66 per share, a JPY 4 increase from the previous forecast of JPY 62 per share.お知らせ • Dec 27Sanrio Company, Ltd. (TSE:8136) executed a Memorandum of Understanding to acquire remaining 30% stake in Sanrio Southeast Asia Pte. Ltd. from Avex South East Asia Pte. Ltd for $10.7 million.Sanrio Company, Ltd. (TSE:8136) executed a Memorandum of Understanding to acquire remaining 30% stake in Sanrio Southeast Asia Pte. Ltd. from Avex South East Asia Pte. Ltd for $10.7 million on December 25, 2025. A cash consideration of $10.7 million will be paid by Sanrio Company, Ltd. As part of consideration, $10.7 million is paid towards common equity of Sanrio Southeast Asia Pte. Ltd. Upon completion, Sanrio Company, Ltd. will own 100% stake in Sanrio Southeast Asia Pte. Ltd. SSEA will become a wholly owned subsidiary of Sanrio and transition to a new management structure with Yasuyuki Otsuka (Sanrio Senior Managing Director) as Chief Executive Officer. The expected completion of the transaction is by the end of December 2025.お知らせ • Dec 20Sanrio Company, Ltd. to Report Q3, 2026 Results on Feb 12, 2026Sanrio Company, Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026お知らせ • Nov 20Sanrio Company, Ltd. (TSE:8136) announces an Equity Buyback for 3,300,000 shares, representing 1.35% for ¥15,000 million.Sanrio Company, Ltd. (TSE:8136) announces a share repurchase program. Under the program, the company will repurchase 3,300,000 shares, representing 1.35% of its share capital, for ¥15,000 million. The company will repurchase its shares in order to improve capital efficiency and to enable the implementation of a flexible capital policy. The program is valid till February 10, 2026 . As of September 30, 2025, the company had 245,305,912 shares outstanding (excluding treasury shares) and 10,102,391 shares in treasury.お知らせ • Nov 06+ 2 more updatesSanrio Company, Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2026Sanrio Company, Ltd. revised consolidated earnings guidance for the year ending March 31, 2026. For the year ending March 31, 2026, the company expects net sales of JPY 184,300 million compared to previous guidance of JPY 168,800 million, operating profit of JPY 70,200 million compared to previous guidance of JPY 67,300 million and profit attributable to owners of parent of JPY 49,400 million or JPY 204.26 per basic earnings per share compared to previous guidance of JPY 47,500 million or JPY 199.38 per basic share. Reasons for Revisions: Its performance during the first half of the fiscal year under review exceeded its plans, driven by the successful execution of its global strategy for a wide range of Sanrio characters and other initiatives as well as the growing popularity of its characters, including Hello Kitty. Based on these strong results and the expectation of robust sales continuing into the third quarter and beyond, the company has revised its full-year consolidated earnings forecast upward. The revision also considers potential downside risks to the overall character market due to the impact of U.S. tariff policies, as well as strategic increases in SG&A expenses to drive growth.お知らせ • Sep 27Sanrio Company, Ltd. to Report Q2, 2026 Results on Nov 05, 2025Sanrio Company, Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025最新情報をもっと見るRecent updatesお知らせ • Feb 12+ 1 more updateSanrio Company, Ltd. Revises Year End Dividend Guidance for the Year Ending March 31, 2026Sanrio Company, Ltd. revised year end dividend guidance for the year ending March 31, 2026. The company expects to pay year end dividend of JPY 35.00 per share compared to previous guidance of JPY 31.00 per share. Reasons for Revisions to the Year-end Dividend Forecast; The Company considers distributing earnings to shareholders to be one of the Sanrio Group's highest priorities. The profit attributable to owners of parent was JPY 43.6 billion for the first nine months, which exceeded compay's plan, and is now expected to amount to JPY 52.0 billion for the full year. Following the upward revision to company's earnings forecast, the year-end dividend will be JPY 35 per share, up JPY 4 from the previous forecast of JPY 31 per share. This will bring the total annual dividend to JPY 66 per share, a JPY 4 increase from the previous forecast of JPY 62 per share.お知らせ • Dec 27Sanrio Company, Ltd. (TSE:8136) executed a Memorandum of Understanding to acquire remaining 30% stake in Sanrio Southeast Asia Pte. Ltd. from Avex South East Asia Pte. Ltd for $10.7 million.Sanrio Company, Ltd. (TSE:8136) executed a Memorandum of Understanding to acquire remaining 30% stake in Sanrio Southeast Asia Pte. Ltd. from Avex South East Asia Pte. Ltd for $10.7 million on December 25, 2025. A cash consideration of $10.7 million will be paid by Sanrio Company, Ltd. As part of consideration, $10.7 million is paid towards common equity of Sanrio Southeast Asia Pte. Ltd. Upon completion, Sanrio Company, Ltd. will own 100% stake in Sanrio Southeast Asia Pte. Ltd. SSEA will become a wholly owned subsidiary of Sanrio and transition to a new management structure with Yasuyuki Otsuka (Sanrio Senior Managing Director) as Chief Executive Officer. The expected completion of the transaction is by the end of December 2025.お知らせ • Dec 20Sanrio Company, Ltd. to Report Q3, 2026 Results on Feb 12, 2026Sanrio Company, Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026お知らせ • Nov 20Sanrio Company, Ltd. (TSE:8136) announces an Equity Buyback for 3,300,000 shares, representing 1.35% for ¥15,000 million.Sanrio Company, Ltd. (TSE:8136) announces a share repurchase program. Under the program, the company will repurchase 3,300,000 shares, representing 1.35% of its share capital, for ¥15,000 million. The company will repurchase its shares in order to improve capital efficiency and to enable the implementation of a flexible capital policy. The program is valid till February 10, 2026 . As of September 30, 2025, the company had 245,305,912 shares outstanding (excluding treasury shares) and 10,102,391 shares in treasury.お知らせ • Nov 06+ 2 more updatesSanrio Company, Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2026Sanrio Company, Ltd. revised consolidated earnings guidance for the year ending March 31, 2026. For the year ending March 31, 2026, the company expects net sales of JPY 184,300 million compared to previous guidance of JPY 168,800 million, operating profit of JPY 70,200 million compared to previous guidance of JPY 67,300 million and profit attributable to owners of parent of JPY 49,400 million or JPY 204.26 per basic earnings per share compared to previous guidance of JPY 47,500 million or JPY 199.38 per basic share. Reasons for Revisions: Its performance during the first half of the fiscal year under review exceeded its plans, driven by the successful execution of its global strategy for a wide range of Sanrio characters and other initiatives as well as the growing popularity of its characters, including Hello Kitty. Based on these strong results and the expectation of robust sales continuing into the third quarter and beyond, the company has revised its full-year consolidated earnings forecast upward. The revision also considers potential downside risks to the overall character market due to the impact of U.S. tariff policies, as well as strategic increases in SG&A expenses to drive growth.お知らせ • Sep 27Sanrio Company, Ltd. to Report Q2, 2026 Results on Nov 05, 2025Sanrio Company, Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025お知らせ • Jul 30Sanrio Company, Ltd. (TSE:8136) completed the acquisition of an unknown majority stake in Gugenka Inc.Sanrio Company, Ltd. (TSE:8136) acquired an unknown majority stake in Gugenka Inc. on July 28, 2025. Sanrio Company, Ltd. (TSE:8136) completed the acquisition of an unknown majority stake in Gugenka Inc. on July 28, 2025.お知らせ • Jun 29Sanrio Company, Ltd. to Report Q1, 2026 Results on Aug 08, 2025Sanrio Company, Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 13Sanrio Company, Ltd., Annual General Meeting, Jun 26, 2025Sanrio Company, Ltd., Annual General Meeting, Jun 26, 2025.お知らせ • Mar 01Sanrio Company, Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Sanrio Company, Ltd. announced that they will report fiscal year 2025 results on May 14, 2025お知らせ • Jan 03Sanrio Company, Ltd. to Report Q3, 2025 Results on Feb 14, 2025Sanrio Company, Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025Board Change • Dec 30Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Shizuko Kamoda was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Dec 12Sanrio Company, Ltd. has filed a Follow-on Equity Offering in the amount of ¥117.457972 billion.Sanrio Company, Ltd. has filed a Follow-on Equity Offering in the amount of ¥117.457972 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 10,995,500 Price\Range: ¥4540 Security Name: Shares Security Type: Common Stock Securities Offered: 14,876,300 Price\Range: ¥4540Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €28.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total returns to shareholders of 335% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.18 per share.Buy Or Sell Opportunity • Nov 05Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to €28.00. The fair value is estimated to be €21.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 80%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Nov 03Second quarter 2025 earnings released: EPS: JP¥37.18 (vs JP¥23.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥37.18 (up from JP¥23.10 in 2Q 2024). Revenue: JP¥33.9b (up 44% from 2Q 2024). Net income: JP¥8.78b (up 57% from 2Q 2024). Profit margin: 26% (up from 24% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% 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 80% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 01+ 1 more updateSanrio Company, Ltd. Revises Consolidated Earnings Forecasts for the Fiscal Year Ending March 31, 2025Sanrio Company, Ltd. revised consolidated earnings forecasts for the fiscal year ending March 31, 2025. For the year, the company expects sales of ¥130,600 million compared to previous guidance of ¥119,300 million, operating profit of ¥41,000 million compared to previous guidance of ¥37,100 million, net profit attributable to owners of parent of ¥31,100 million compared to previous guidance of ¥28,700 million and net profit per share of ¥131.66 compared to previous guidance of ¥121.50.New Risk • Sep 28New 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 7.1% 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. This is currently the only risk that has been identified for the company.Upcoming Dividend • Sep 20Upcoming dividend of JP¥18.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).Buy Or Sell Opportunity • Sep 19Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 57% to €25.40. The fair value is estimated to be €20.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • Aug 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 65% to €22.80. The fair value is estimated to be €18.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Aug 28Sanrio Company, Ltd. to Report Q2, 2025 Results on Nov 01, 2024Sanrio Company, Ltd. announced that they will report Q2, 2025 results on Nov 01, 2024New Risk • Aug 08New 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 6.8% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥43.60 (vs JP¥20.32 in 1Q 2024)First quarter 2025 results: EPS: JP¥43.60 (up from JP¥20.32 in 1Q 2024). Revenue: JP¥28.9b (up 42% from 1Q 2024). Net income: JP¥10.3b (up 109% from 1Q 2024). Profit margin: 36% (up from 24% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 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 88% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 02Sanrio Company, Ltd. Raises Dividend Guidance for the Six Months and Full Year Ending March 31, 2025Sanrio Company, Ltd. raised dividend guidance for the six months and full year ending March 31, 2025. For the six months period, the company expects to pay dividend of JPY 18.5 per share against JPY 13.5 per share forecasted earlier. For the full year, the company expects to pay dividend of JPY 18.5 per share against JPY 13.5 per share forecasted earlier.Buy Or Sell Opportunity • Jul 30Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to €18.50. The fair value is estimated to be €14.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥13.50 announcedShareholders will receive a dividend of JP¥13.50. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 76%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 3.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 47% over the next 3 years. However, it would need to fall by 78% to increase the payout ratio to a potentially unsustainable range.Buy Or Sell Opportunity • Jul 01Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to €16.80. The fair value is estimated to be €13.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Buy Or Sell Opportunity • Jun 19Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to €15.90. The fair value is estimated to be €13.22, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Jun 14Sanrio Company, Ltd. to Report Q1, 2025 Results on Aug 02, 2024Sanrio Company, Ltd. announced that they will report Q1, 2025 results on Aug 02, 2024Buy Or Sell Opportunity • Jun 13Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to €15.70. The fair value is estimated to be €12.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €16.40, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 4x in the Specialty Retail industry in Germany. Total returns to shareholders of 249% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.27 per share.Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥219 (vs JP¥33.74 in FY 2023)Full year 2024 results: EPS: JP¥219 (up from JP¥33.74 in FY 2023). Revenue: JP¥100.0b (up 38% from FY 2023). Net income: JP¥17.6b (up 116% from FY 2023). Profit margin: 18% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 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 118% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.お知らせ • May 17Sanrio Company, Ltd., Annual General Meeting, Jun 27, 2024Sanrio Company, Ltd., Annual General Meeting, Jun 27, 2024.New Risk • Apr 11New 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 7.0% 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. This is currently the only risk that has been identified for the company.お知らせ • Mar 28+ 1 more updateSanrio Company, Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Sanrio Company, Ltd. announced that they will report fiscal year 2024 results on May 14, 2024New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 95% Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 21Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.0%).Buy Or Sell Opportunity • Feb 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to €51.50. The fair value is estimated to be €42.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥69.79 (vs JP¥46.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥69.79 (up from JP¥46.88 in 3Q 2023). Revenue: JP¥28.5b (up 36% from 3Q 2023). Net income: JP¥5.63b (up 49% from 3Q 2023). Profit margin: 20% (up from 18% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €47.40, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 3x in the Specialty Retail industry in Germany. Total returns to shareholders of 249% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.36 per share.お知らせ • Dec 28Sanrio Company, Ltd. to Report Q3, 2024 Results on Feb 14, 2024Sanrio Company, Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024お知らせ • Nov 30+ 1 more updateSanrio Company, Ltd. announced that it expects to receive ¥30 billion in fundingSanrio Company, Ltd. announced a private placement to issue convertible bond for the gross proceeds of ¥30,000,000,000 on November 28, 2023. The bonds will mature in 2028. The company will also issue warrants in the transaction.Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥69.31 (vs JP¥27.61 in 2Q 2023)Second quarter 2024 results: EPS: JP¥69.31 (up from JP¥27.61 in 2Q 2023). Revenue: JP¥23.6b (up 41% from 2Q 2023). Net income: JP¥5.59b (up 151% from 2Q 2023). Profit margin: 24% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 22 November 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.0%).お知らせ • Sep 01Sanrio Company, Ltd. to Report Q2, 2024 Results on Nov 02, 2023Sanrio Company, Ltd. announced that they will report Q2, 2024 results on Nov 02, 2023お知らせ • Aug 18Sanrio Company, Ltd. Appoints Yuko Akiyama as Managing Executive OfficerSanrio Co., Ltd. announced at its Board of Directors Meeting held on August 17, 2023, the appointment of a new managing executive officer. The details of this appointment are as follows. Name: Yuko Akiyama. BOD: (April 3, 1977). Biography: Mar. 2000 - Graduated from Keio University, Faculty of Law, Department of Political Science. Apr. 2000 - Joined Hakuhodo Inc. Jun. 2006 - Joined Wieden+Kennedy Tokyo. Oct. 2011 - Joined Google Japan. Nov. 2017 - Head of Device Marketing Japan, Google Japan. Jan. 2020 - Head of APAC Product Planning, Google Nest.New Risk • Aug 03New 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 6.8% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥60.96 (vs JP¥9.74 in 1Q 2023)First quarter 2024 results: EPS: JP¥60.96 (up from JP¥9.74 in 1Q 2023). Revenue: JP¥20.3b (up 47% from 1Q 2023). Net income: JP¥4.92b (up JP¥4.13b from 1Q 2023). Profit margin: 24% (up from 5.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average 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 116% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 03+ 1 more updateSanrio Company, Ltd. Revises Earnings Guidance for the First Half Ending September 30, 2023 and Full Year Ending March 31, 2024Sanrio Company, Ltd. revised earnings guidance for the first half ending September 30, 2023 and full year ending March 31, 2024. For the first half, the company expects sales of ¥40,800 million compared to previous guidance of ¥34,300 million, operating profit of ¥10,300 million compared to previous guidance of ¥4,800 million, net profit attributable to owners of parent of ¥8,500 million compared to previous guidance of ¥4,200 million and net profit per share of ¥105.40 compared to previous guidance of ¥52.08.For the year, the company expects sales of ¥84,100 million compared to previous guidance of ¥74,200 million, operating profit of ¥17,000 million compared to previous guidance of ¥11,200 million, net profit attributable to owners of parent of ¥12,000 million compared to previous guidance of ¥8,200 million and net profit per share of ¥148.81 compared to previous guidance of ¥101.68.お知らせ • May 31Sanrio Company, Ltd. to Report Q1, 2024 Results on Aug 02, 2023Sanrio Company, Ltd. announced that they will report Q1, 2024 results on Aug 02, 2023Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥101 (vs JP¥42.49 in FY 2022)Full year 2023 results: EPS: JP¥101 (up from JP¥42.49 in FY 2022). Revenue: JP¥72.6b (up 38% from FY 2022). Net income: JP¥8.16b (up 138% from FY 2022). Profit margin: 11% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.お知らせ • May 13+ 4 more updatesSanrio Company, Ltd., Annual General Meeting, Jun 22, 2023Sanrio Company, Ltd., Annual General Meeting, Jun 22, 2023.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 32%After last week's 32% share price gain to €38.80, the stock trades at a forward P/E ratio of 64x. Average forward P/E is 10x in the Specialty Retail industry in Germany. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.75 per share.Reported Earnings • Mar 17Third quarter 2023 earnings released: EPS: JP¥46.88 (vs JP¥15.18 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.88 (up from JP¥15.18 in 3Q 2022). Revenue: JP¥21.0b (up 42% from 3Q 2022). Net income: JP¥3.78b (up 209% from 3Q 2022). Profit margin: 18% (up from 8.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Germany. 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 44% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €28.00, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.68 per share.お知らせ • Feb 11Sanrio Company, Ltd. Announces Establishment of Special Investigation CommitteeSanrio Company, Ltd. announced that at a meeting held February 9, 2023, the Sanrio Co., Ltd. board of directors decided to establish Special Investigation Committee. Composition of the Special Investigation Committee: Committee Member- Kazuo Ohashi (Outside Auditor, Sanrio Company, Ltd., CPA); Committee Member- Yusuke Nakashima (Deloitte Tohmatsu Financial Advisory LLC, CPA); Committee Member- Osamu Hamada (DT Legal Japan, Attorney/CPA). Summary of the Special Investigation Committee members: Kazuo Ohashi (Outside Auditor, Sanrio Company, Ltd.): Resume: 1980: Joined Chuo Kaikei Jimusho Audit Corporation (later Chuo-Aoyama Audit Corporation and Misuzu Audit Corporation); Registered as a Certified Public Accountant in 1983; 1993: Promoted to a Partner; 1998: Promoted to a Senior Partner; 2006: Joined Ernst & Young ShinNihon LLC; 2006: Promoted to a Senior Partner; 2016: Opened Kazuo Ohashi CPA Office; 2017: Outside Auditor, Sanrio Company, Ltd. (current position); 2019: Outside Auditor, Graphite Design Inc. (current position); 2019: Outside Auditor, Samantha Thavasa Japan Limited (current position); Yusuke Nakashima (Deloitte Tohmatsu Financial Advisory LLC): Resume: 1995: Passed the second exam of Certified Public Accountant; 1995: Joined Aoyama Audit Corporation (later PwC Aarata LLC); 1999: Registered as a Certified Public Accountant; 2002: Joined Deloitte Tohmatsu Corporate Finance Ltd. (later Deloitte Tohmatsu Financial Advisory LLC); 2011: Promoted to a Partner; 2018: Appointed Head of Forensic and Crisis Management Services (current position); Osamu Hamada (DT Legal Japan): Resume: 1999: Joined Toyota Motor Corporation; 2007: Registered as a Certified Public Accountant (re-registered in 2022); 2008: Registered as an attorney (re-registered in 2016); 2008: Joined Nagashima Ohno & Tsunematsu; 2014: Served in Corporate Disclosure Division, General Affairs Planning Bureau, the Financial Services Agency; 2016: Joined DT Legal Japan; 2020: Served in Corporate Disclosure Division, Planning and Markets Department, the Financial Services Agency; 2022: Joined DT Legal Japan (current position).お知らせ • Jan 09Sanrio Company, Ltd. to Report Q3, 2023 Results on Feb 14, 2023Sanrio Company, Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥16.8b (up 29% from 2Q 2022). Net income: JP¥2.23b (up JP¥2.75b from 2Q 2022). Profit margin: 13% (up from net loss in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 17% per year.Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Senior MD & Director Kosho Nomura is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Yu Sasamoto was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥27.61 (vs JP¥6.47 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥27.61 (up from JP¥6.47 loss in 2Q 2022). Revenue: JP¥16.8b (up 29% from 2Q 2022). Net income: JP¥2.23b (up JP¥2.75b from 2Q 2022). Profit margin: 13% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 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 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 05+ 1 more updateSanrio Company, Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sanrio Company, Ltd. provided donsolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects sales of JPY 62,300 million, operating profit of JPY 7,000 million, net profit attributable to owners of parent of JPY 4,000 million and net profit per share of JPY 49.63.お知らせ • Sep 28Sanrio Company, Ltd. to Report Q2, 2023 Results on Nov 04, 2022Sanrio Company, Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%).Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥9.74 (vs JP¥30.67 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.74 (down from JP¥30.67 in 1Q 2022). Revenue: JP¥13.8b (up 28% from 1Q 2022). Net income: JP¥785.0m (down 68% from 1Q 2022). Profit margin: 5.7% (down from 23% in 1Q 2022). Over the next year, revenue is forecast to grow 7.5%, compared to a 8.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Aug 03+ 1 more updateSanrio Company, Ltd. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2023Sanrio Company, Ltd. provided dividend guidance for the second quarter and fiscal year ending March 31, 2023. For the quarter, the company expects to pay dividend of ¥10.00 per share compared to ¥8.00 per share a year ago.For the year, the company expects to pay dividend of ¥10.00 per share compared to ¥8.00 per share a year ago.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to €21.60, the stock trades at a forward P/E ratio of 73x. Average forward P/E is 10x in the Specialty Retail industry in Europe. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.65 per share.お知らせ • Jun 02Sanrio Company, Ltd. to Report Q1, 2023 Results on Aug 02, 2022Sanrio Company, Ltd. announced that they will report Q1, 2023 results on Aug 02, 2022株主還元SJ8DE Specialty RetailDE 市場7D0.4%3.5%3.2%1Y-41.7%-16.2%2.5%株主還元を見る業界別リターン: SJ8過去 1 年間で-16.2 % の収益を上げたGerman Specialty Retail業界を下回りました。リターン対市場: SJ8は、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is SJ8's price volatile compared to industry and market?SJ8 volatilitySJ8 Average Weekly Movement8.5%Specialty Retail Industry Average Movement5.1%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: SJ8 、 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: SJ8の 週次ボラティリティ ( 9% ) 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19491,445Tomokuni Tsujiwww.sanrio.co.jp株式会社サンリオは子会社とともに、ソーシャル・コミュニケーション・ギフト、グリーティングカード、書籍の企画・販売を国内外で行っている。また、飲食店の経営、映画の製作・宣伝・配給も行っている。その他、ビデオ・DVDの制作・販売、ミュージカル・ライブの企画・興行、著作権ライセンス活動、テーマパークの企画・運営などを行っている。株式会社サンリオは1949年に設立され、東京に本社を置く。もっと見るSanrio Company, Ltd. 基礎のまとめSanrio Company の収益と売上を時価総額と比較するとどうか。SJ8 基礎統計学時価総額€5.67b収益（TTM）€279.44m売上高(TTM)€992.33m20.3xPER（株価収益率5.7xP/SレシオSJ8 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SJ8 損益計算書（TTM）収益JP¥183.31b売上原価JP¥41.83b売上総利益JP¥141.48bその他の費用JP¥89.86b収益JP¥51.62b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）42.58グロス・マージン77.18%純利益率28.16%有利子負債／自己資本比率11.1%SJ8 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1.5%現在の配当利回り30%配当性向SJ8 配当は確実ですか？SJ8 配当履歴とベンチマークを見るSJ8 、いつまでに購入すれば配当金を受け取れますか？Sanrio Company 配当日配当落ち日Mar 30 2026配当支払日Jun 10 2026配当落ちまでの日数56 days配当支払日までの日数16 daysSJ8 配当は確実ですか？SJ8 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2026/05/24 23:41終値2026/05/22 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sanrio Company, Ltd. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関Yuki OkishioBarclaysYusuke NoguchiBofA Global Researchnull nullChina International Capital Corporation Limited21 その他のアナリストを表示
お知らせ • Feb 12+ 1 more updateSanrio Company, Ltd. Revises Year End Dividend Guidance for the Year Ending March 31, 2026Sanrio Company, Ltd. revised year end dividend guidance for the year ending March 31, 2026. The company expects to pay year end dividend of JPY 35.00 per share compared to previous guidance of JPY 31.00 per share. Reasons for Revisions to the Year-end Dividend Forecast; The Company considers distributing earnings to shareholders to be one of the Sanrio Group's highest priorities. The profit attributable to owners of parent was JPY 43.6 billion for the first nine months, which exceeded compay's plan, and is now expected to amount to JPY 52.0 billion for the full year. Following the upward revision to company's earnings forecast, the year-end dividend will be JPY 35 per share, up JPY 4 from the previous forecast of JPY 31 per share. This will bring the total annual dividend to JPY 66 per share, a JPY 4 increase from the previous forecast of JPY 62 per share.
お知らせ • Dec 27Sanrio Company, Ltd. (TSE:8136) executed a Memorandum of Understanding to acquire remaining 30% stake in Sanrio Southeast Asia Pte. Ltd. from Avex South East Asia Pte. Ltd for $10.7 million.Sanrio Company, Ltd. (TSE:8136) executed a Memorandum of Understanding to acquire remaining 30% stake in Sanrio Southeast Asia Pte. Ltd. from Avex South East Asia Pte. Ltd for $10.7 million on December 25, 2025. A cash consideration of $10.7 million will be paid by Sanrio Company, Ltd. As part of consideration, $10.7 million is paid towards common equity of Sanrio Southeast Asia Pte. Ltd. Upon completion, Sanrio Company, Ltd. will own 100% stake in Sanrio Southeast Asia Pte. Ltd. SSEA will become a wholly owned subsidiary of Sanrio and transition to a new management structure with Yasuyuki Otsuka (Sanrio Senior Managing Director) as Chief Executive Officer. The expected completion of the transaction is by the end of December 2025.
お知らせ • Dec 20Sanrio Company, Ltd. to Report Q3, 2026 Results on Feb 12, 2026Sanrio Company, Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
お知らせ • Nov 20Sanrio Company, Ltd. (TSE:8136) announces an Equity Buyback for 3,300,000 shares, representing 1.35% for ¥15,000 million.Sanrio Company, Ltd. (TSE:8136) announces a share repurchase program. Under the program, the company will repurchase 3,300,000 shares, representing 1.35% of its share capital, for ¥15,000 million. The company will repurchase its shares in order to improve capital efficiency and to enable the implementation of a flexible capital policy. The program is valid till February 10, 2026 . As of September 30, 2025, the company had 245,305,912 shares outstanding (excluding treasury shares) and 10,102,391 shares in treasury.
お知らせ • Nov 06+ 2 more updatesSanrio Company, Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2026Sanrio Company, Ltd. revised consolidated earnings guidance for the year ending March 31, 2026. For the year ending March 31, 2026, the company expects net sales of JPY 184,300 million compared to previous guidance of JPY 168,800 million, operating profit of JPY 70,200 million compared to previous guidance of JPY 67,300 million and profit attributable to owners of parent of JPY 49,400 million or JPY 204.26 per basic earnings per share compared to previous guidance of JPY 47,500 million or JPY 199.38 per basic share. Reasons for Revisions: Its performance during the first half of the fiscal year under review exceeded its plans, driven by the successful execution of its global strategy for a wide range of Sanrio characters and other initiatives as well as the growing popularity of its characters, including Hello Kitty. Based on these strong results and the expectation of robust sales continuing into the third quarter and beyond, the company has revised its full-year consolidated earnings forecast upward. The revision also considers potential downside risks to the overall character market due to the impact of U.S. tariff policies, as well as strategic increases in SG&A expenses to drive growth.
お知らせ • Sep 27Sanrio Company, Ltd. to Report Q2, 2026 Results on Nov 05, 2025Sanrio Company, Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025
お知らせ • Feb 12+ 1 more updateSanrio Company, Ltd. Revises Year End Dividend Guidance for the Year Ending March 31, 2026Sanrio Company, Ltd. revised year end dividend guidance for the year ending March 31, 2026. The company expects to pay year end dividend of JPY 35.00 per share compared to previous guidance of JPY 31.00 per share. Reasons for Revisions to the Year-end Dividend Forecast; The Company considers distributing earnings to shareholders to be one of the Sanrio Group's highest priorities. The profit attributable to owners of parent was JPY 43.6 billion for the first nine months, which exceeded compay's plan, and is now expected to amount to JPY 52.0 billion for the full year. Following the upward revision to company's earnings forecast, the year-end dividend will be JPY 35 per share, up JPY 4 from the previous forecast of JPY 31 per share. This will bring the total annual dividend to JPY 66 per share, a JPY 4 increase from the previous forecast of JPY 62 per share.
お知らせ • Dec 27Sanrio Company, Ltd. (TSE:8136) executed a Memorandum of Understanding to acquire remaining 30% stake in Sanrio Southeast Asia Pte. Ltd. from Avex South East Asia Pte. Ltd for $10.7 million.Sanrio Company, Ltd. (TSE:8136) executed a Memorandum of Understanding to acquire remaining 30% stake in Sanrio Southeast Asia Pte. Ltd. from Avex South East Asia Pte. Ltd for $10.7 million on December 25, 2025. A cash consideration of $10.7 million will be paid by Sanrio Company, Ltd. As part of consideration, $10.7 million is paid towards common equity of Sanrio Southeast Asia Pte. Ltd. Upon completion, Sanrio Company, Ltd. will own 100% stake in Sanrio Southeast Asia Pte. Ltd. SSEA will become a wholly owned subsidiary of Sanrio and transition to a new management structure with Yasuyuki Otsuka (Sanrio Senior Managing Director) as Chief Executive Officer. The expected completion of the transaction is by the end of December 2025.
お知らせ • Dec 20Sanrio Company, Ltd. to Report Q3, 2026 Results on Feb 12, 2026Sanrio Company, Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
お知らせ • Nov 20Sanrio Company, Ltd. (TSE:8136) announces an Equity Buyback for 3,300,000 shares, representing 1.35% for ¥15,000 million.Sanrio Company, Ltd. (TSE:8136) announces a share repurchase program. Under the program, the company will repurchase 3,300,000 shares, representing 1.35% of its share capital, for ¥15,000 million. The company will repurchase its shares in order to improve capital efficiency and to enable the implementation of a flexible capital policy. The program is valid till February 10, 2026 . As of September 30, 2025, the company had 245,305,912 shares outstanding (excluding treasury shares) and 10,102,391 shares in treasury.
お知らせ • Nov 06+ 2 more updatesSanrio Company, Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2026Sanrio Company, Ltd. revised consolidated earnings guidance for the year ending March 31, 2026. For the year ending March 31, 2026, the company expects net sales of JPY 184,300 million compared to previous guidance of JPY 168,800 million, operating profit of JPY 70,200 million compared to previous guidance of JPY 67,300 million and profit attributable to owners of parent of JPY 49,400 million or JPY 204.26 per basic earnings per share compared to previous guidance of JPY 47,500 million or JPY 199.38 per basic share. Reasons for Revisions: Its performance during the first half of the fiscal year under review exceeded its plans, driven by the successful execution of its global strategy for a wide range of Sanrio characters and other initiatives as well as the growing popularity of its characters, including Hello Kitty. Based on these strong results and the expectation of robust sales continuing into the third quarter and beyond, the company has revised its full-year consolidated earnings forecast upward. The revision also considers potential downside risks to the overall character market due to the impact of U.S. tariff policies, as well as strategic increases in SG&A expenses to drive growth.
お知らせ • Sep 27Sanrio Company, Ltd. to Report Q2, 2026 Results on Nov 05, 2025Sanrio Company, Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025
お知らせ • Jul 30Sanrio Company, Ltd. (TSE:8136) completed the acquisition of an unknown majority stake in Gugenka Inc.Sanrio Company, Ltd. (TSE:8136) acquired an unknown majority stake in Gugenka Inc. on July 28, 2025. Sanrio Company, Ltd. (TSE:8136) completed the acquisition of an unknown majority stake in Gugenka Inc. on July 28, 2025.
お知らせ • Jun 29Sanrio Company, Ltd. to Report Q1, 2026 Results on Aug 08, 2025Sanrio Company, Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 13Sanrio Company, Ltd., Annual General Meeting, Jun 26, 2025Sanrio Company, Ltd., Annual General Meeting, Jun 26, 2025.
お知らせ • Mar 01Sanrio Company, Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Sanrio Company, Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
お知らせ • Jan 03Sanrio Company, Ltd. to Report Q3, 2025 Results on Feb 14, 2025Sanrio Company, Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
Board Change • Dec 30Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Shizuko Kamoda was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Dec 12Sanrio Company, Ltd. has filed a Follow-on Equity Offering in the amount of ¥117.457972 billion.Sanrio Company, Ltd. has filed a Follow-on Equity Offering in the amount of ¥117.457972 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 10,995,500 Price\Range: ¥4540 Security Name: Shares Security Type: Common Stock Securities Offered: 14,876,300 Price\Range: ¥4540
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €28.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total returns to shareholders of 335% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.18 per share.
Buy Or Sell Opportunity • Nov 05Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to €28.00. The fair value is estimated to be €21.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 80%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Nov 03Second quarter 2025 earnings released: EPS: JP¥37.18 (vs JP¥23.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥37.18 (up from JP¥23.10 in 2Q 2024). Revenue: JP¥33.9b (up 44% from 2Q 2024). Net income: JP¥8.78b (up 57% from 2Q 2024). Profit margin: 26% (up from 24% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% 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 80% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 01+ 1 more updateSanrio Company, Ltd. Revises Consolidated Earnings Forecasts for the Fiscal Year Ending March 31, 2025Sanrio Company, Ltd. revised consolidated earnings forecasts for the fiscal year ending March 31, 2025. For the year, the company expects sales of ¥130,600 million compared to previous guidance of ¥119,300 million, operating profit of ¥41,000 million compared to previous guidance of ¥37,100 million, net profit attributable to owners of parent of ¥31,100 million compared to previous guidance of ¥28,700 million and net profit per share of ¥131.66 compared to previous guidance of ¥121.50.
New Risk • Sep 28New 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 7.1% 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. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥18.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).
Buy Or Sell Opportunity • Sep 19Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 57% to €25.40. The fair value is estimated to be €20.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • Aug 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 65% to €22.80. The fair value is estimated to be €18.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Aug 28Sanrio Company, Ltd. to Report Q2, 2025 Results on Nov 01, 2024Sanrio Company, Ltd. announced that they will report Q2, 2025 results on Nov 01, 2024
New Risk • Aug 08New 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 6.8% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥43.60 (vs JP¥20.32 in 1Q 2024)First quarter 2025 results: EPS: JP¥43.60 (up from JP¥20.32 in 1Q 2024). Revenue: JP¥28.9b (up 42% from 1Q 2024). Net income: JP¥10.3b (up 109% from 1Q 2024). Profit margin: 36% (up from 24% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 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 88% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 02Sanrio Company, Ltd. Raises Dividend Guidance for the Six Months and Full Year Ending March 31, 2025Sanrio Company, Ltd. raised dividend guidance for the six months and full year ending March 31, 2025. For the six months period, the company expects to pay dividend of JPY 18.5 per share against JPY 13.5 per share forecasted earlier. For the full year, the company expects to pay dividend of JPY 18.5 per share against JPY 13.5 per share forecasted earlier.
Buy Or Sell Opportunity • Jul 30Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to €18.50. The fair value is estimated to be €14.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥13.50 announcedShareholders will receive a dividend of JP¥13.50. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 76%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 3.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 47% over the next 3 years. However, it would need to fall by 78% to increase the payout ratio to a potentially unsustainable range.
Buy Or Sell Opportunity • Jul 01Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to €16.80. The fair value is estimated to be €13.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Buy Or Sell Opportunity • Jun 19Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to €15.90. The fair value is estimated to be €13.22, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Jun 14Sanrio Company, Ltd. to Report Q1, 2025 Results on Aug 02, 2024Sanrio Company, Ltd. announced that they will report Q1, 2025 results on Aug 02, 2024
Buy Or Sell Opportunity • Jun 13Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to €15.70. The fair value is estimated to be €12.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €16.40, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 4x in the Specialty Retail industry in Germany. Total returns to shareholders of 249% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.27 per share.
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥219 (vs JP¥33.74 in FY 2023)Full year 2024 results: EPS: JP¥219 (up from JP¥33.74 in FY 2023). Revenue: JP¥100.0b (up 38% from FY 2023). Net income: JP¥17.6b (up 116% from FY 2023). Profit margin: 18% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 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 118% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17Sanrio Company, Ltd., Annual General Meeting, Jun 27, 2024Sanrio Company, Ltd., Annual General Meeting, Jun 27, 2024.
New Risk • Apr 11New 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 7.0% 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. This is currently the only risk that has been identified for the company.
お知らせ • Mar 28+ 1 more updateSanrio Company, Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Sanrio Company, Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 95% Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.0%).
Buy Or Sell Opportunity • Feb 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to €51.50. The fair value is estimated to be €42.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥69.79 (vs JP¥46.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥69.79 (up from JP¥46.88 in 3Q 2023). Revenue: JP¥28.5b (up 36% from 3Q 2023). Net income: JP¥5.63b (up 49% from 3Q 2023). Profit margin: 20% (up from 18% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €47.40, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 3x in the Specialty Retail industry in Germany. Total returns to shareholders of 249% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.36 per share.
お知らせ • Dec 28Sanrio Company, Ltd. to Report Q3, 2024 Results on Feb 14, 2024Sanrio Company, Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024
お知らせ • Nov 30+ 1 more updateSanrio Company, Ltd. announced that it expects to receive ¥30 billion in fundingSanrio Company, Ltd. announced a private placement to issue convertible bond for the gross proceeds of ¥30,000,000,000 on November 28, 2023. The bonds will mature in 2028. The company will also issue warrants in the transaction.
Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥69.31 (vs JP¥27.61 in 2Q 2023)Second quarter 2024 results: EPS: JP¥69.31 (up from JP¥27.61 in 2Q 2023). Revenue: JP¥23.6b (up 41% from 2Q 2023). Net income: JP¥5.59b (up 151% from 2Q 2023). Profit margin: 24% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 22 November 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.0%).
お知らせ • Sep 01Sanrio Company, Ltd. to Report Q2, 2024 Results on Nov 02, 2023Sanrio Company, Ltd. announced that they will report Q2, 2024 results on Nov 02, 2023
お知らせ • Aug 18Sanrio Company, Ltd. Appoints Yuko Akiyama as Managing Executive OfficerSanrio Co., Ltd. announced at its Board of Directors Meeting held on August 17, 2023, the appointment of a new managing executive officer. The details of this appointment are as follows. Name: Yuko Akiyama. BOD: (April 3, 1977). Biography: Mar. 2000 - Graduated from Keio University, Faculty of Law, Department of Political Science. Apr. 2000 - Joined Hakuhodo Inc. Jun. 2006 - Joined Wieden+Kennedy Tokyo. Oct. 2011 - Joined Google Japan. Nov. 2017 - Head of Device Marketing Japan, Google Japan. Jan. 2020 - Head of APAC Product Planning, Google Nest.
New Risk • Aug 03New 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 6.8% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥60.96 (vs JP¥9.74 in 1Q 2023)First quarter 2024 results: EPS: JP¥60.96 (up from JP¥9.74 in 1Q 2023). Revenue: JP¥20.3b (up 47% from 1Q 2023). Net income: JP¥4.92b (up JP¥4.13b from 1Q 2023). Profit margin: 24% (up from 5.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average 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 116% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 03+ 1 more updateSanrio Company, Ltd. Revises Earnings Guidance for the First Half Ending September 30, 2023 and Full Year Ending March 31, 2024Sanrio Company, Ltd. revised earnings guidance for the first half ending September 30, 2023 and full year ending March 31, 2024. For the first half, the company expects sales of ¥40,800 million compared to previous guidance of ¥34,300 million, operating profit of ¥10,300 million compared to previous guidance of ¥4,800 million, net profit attributable to owners of parent of ¥8,500 million compared to previous guidance of ¥4,200 million and net profit per share of ¥105.40 compared to previous guidance of ¥52.08.For the year, the company expects sales of ¥84,100 million compared to previous guidance of ¥74,200 million, operating profit of ¥17,000 million compared to previous guidance of ¥11,200 million, net profit attributable to owners of parent of ¥12,000 million compared to previous guidance of ¥8,200 million and net profit per share of ¥148.81 compared to previous guidance of ¥101.68.
お知らせ • May 31Sanrio Company, Ltd. to Report Q1, 2024 Results on Aug 02, 2023Sanrio Company, Ltd. announced that they will report Q1, 2024 results on Aug 02, 2023
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥101 (vs JP¥42.49 in FY 2022)Full year 2023 results: EPS: JP¥101 (up from JP¥42.49 in FY 2022). Revenue: JP¥72.6b (up 38% from FY 2022). Net income: JP¥8.16b (up 138% from FY 2022). Profit margin: 11% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13+ 4 more updatesSanrio Company, Ltd., Annual General Meeting, Jun 22, 2023Sanrio Company, Ltd., Annual General Meeting, Jun 22, 2023.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 32%After last week's 32% share price gain to €38.80, the stock trades at a forward P/E ratio of 64x. Average forward P/E is 10x in the Specialty Retail industry in Germany. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.75 per share.
Reported Earnings • Mar 17Third quarter 2023 earnings released: EPS: JP¥46.88 (vs JP¥15.18 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.88 (up from JP¥15.18 in 3Q 2022). Revenue: JP¥21.0b (up 42% from 3Q 2022). Net income: JP¥3.78b (up 209% from 3Q 2022). Profit margin: 18% (up from 8.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Germany. 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 44% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €28.00, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.68 per share.
お知らせ • Feb 11Sanrio Company, Ltd. Announces Establishment of Special Investigation CommitteeSanrio Company, Ltd. announced that at a meeting held February 9, 2023, the Sanrio Co., Ltd. board of directors decided to establish Special Investigation Committee. Composition of the Special Investigation Committee: Committee Member- Kazuo Ohashi (Outside Auditor, Sanrio Company, Ltd., CPA); Committee Member- Yusuke Nakashima (Deloitte Tohmatsu Financial Advisory LLC, CPA); Committee Member- Osamu Hamada (DT Legal Japan, Attorney/CPA). Summary of the Special Investigation Committee members: Kazuo Ohashi (Outside Auditor, Sanrio Company, Ltd.): Resume: 1980: Joined Chuo Kaikei Jimusho Audit Corporation (later Chuo-Aoyama Audit Corporation and Misuzu Audit Corporation); Registered as a Certified Public Accountant in 1983; 1993: Promoted to a Partner; 1998: Promoted to a Senior Partner; 2006: Joined Ernst & Young ShinNihon LLC; 2006: Promoted to a Senior Partner; 2016: Opened Kazuo Ohashi CPA Office; 2017: Outside Auditor, Sanrio Company, Ltd. (current position); 2019: Outside Auditor, Graphite Design Inc. (current position); 2019: Outside Auditor, Samantha Thavasa Japan Limited (current position); Yusuke Nakashima (Deloitte Tohmatsu Financial Advisory LLC): Resume: 1995: Passed the second exam of Certified Public Accountant; 1995: Joined Aoyama Audit Corporation (later PwC Aarata LLC); 1999: Registered as a Certified Public Accountant; 2002: Joined Deloitte Tohmatsu Corporate Finance Ltd. (later Deloitte Tohmatsu Financial Advisory LLC); 2011: Promoted to a Partner; 2018: Appointed Head of Forensic and Crisis Management Services (current position); Osamu Hamada (DT Legal Japan): Resume: 1999: Joined Toyota Motor Corporation; 2007: Registered as a Certified Public Accountant (re-registered in 2022); 2008: Registered as an attorney (re-registered in 2016); 2008: Joined Nagashima Ohno & Tsunematsu; 2014: Served in Corporate Disclosure Division, General Affairs Planning Bureau, the Financial Services Agency; 2016: Joined DT Legal Japan; 2020: Served in Corporate Disclosure Division, Planning and Markets Department, the Financial Services Agency; 2022: Joined DT Legal Japan (current position).
お知らせ • Jan 09Sanrio Company, Ltd. to Report Q3, 2023 Results on Feb 14, 2023Sanrio Company, Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥16.8b (up 29% from 2Q 2022). Net income: JP¥2.23b (up JP¥2.75b from 2Q 2022). Profit margin: 13% (up from net loss in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 17% per year.
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Senior MD & Director Kosho Nomura is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Yu Sasamoto was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥27.61 (vs JP¥6.47 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥27.61 (up from JP¥6.47 loss in 2Q 2022). Revenue: JP¥16.8b (up 29% from 2Q 2022). Net income: JP¥2.23b (up JP¥2.75b from 2Q 2022). Profit margin: 13% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 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 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 05+ 1 more updateSanrio Company, Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sanrio Company, Ltd. provided donsolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects sales of JPY 62,300 million, operating profit of JPY 7,000 million, net profit attributable to owners of parent of JPY 4,000 million and net profit per share of JPY 49.63.
お知らせ • Sep 28Sanrio Company, Ltd. to Report Q2, 2023 Results on Nov 04, 2022Sanrio Company, Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%).
Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥9.74 (vs JP¥30.67 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.74 (down from JP¥30.67 in 1Q 2022). Revenue: JP¥13.8b (up 28% from 1Q 2022). Net income: JP¥785.0m (down 68% from 1Q 2022). Profit margin: 5.7% (down from 23% in 1Q 2022). Over the next year, revenue is forecast to grow 7.5%, compared to a 8.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Aug 03+ 1 more updateSanrio Company, Ltd. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2023Sanrio Company, Ltd. provided dividend guidance for the second quarter and fiscal year ending March 31, 2023. For the quarter, the company expects to pay dividend of ¥10.00 per share compared to ¥8.00 per share a year ago.For the year, the company expects to pay dividend of ¥10.00 per share compared to ¥8.00 per share a year ago.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to €21.60, the stock trades at a forward P/E ratio of 73x. Average forward P/E is 10x in the Specialty Retail industry in Europe. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.65 per share.
お知らせ • Jun 02Sanrio Company, Ltd. to Report Q1, 2023 Results on Aug 02, 2022Sanrio Company, Ltd. announced that they will report Q1, 2023 results on Aug 02, 2022
