View Future GrowthUSS 過去の業績過去 基準チェック /36USSは、平均年間22.7%の収益成長を遂げていますが、 Specialty Retail業界の収益は、年間 減少しています。収益は、平均年間5.7% 7.9%収益成長率で 成長しています。 USSの自己資本利益率は19.9%であり、純利益率は36.3%です。主要情報22.74%収益成長率23.82%EPS成長率Specialty Retail 業界の成長4.13%収益成長率7.93%株主資本利益率19.86%ネット・マージン36.33%前回の決算情報31 Mar 2026最近の業績更新お知らせ • May 10USS Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026USS Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026お知らせ • Nov 29USS Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026USS Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026お知らせ • Sep 01USS Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025USS Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025お知らせ • May 31USS Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025USS Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • Mar 01USS Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025USS Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025お知らせ • Dec 01USS Co., Ltd. to Report Q3, 2025 Results on Feb 04, 2025USS Co., Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Nobuko Sowa was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 14USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 12,000,000 shares, representing 2.58% for ¥18,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 2.58% of its issued share capital (excluding treasury stock), for a total purchase price of ¥18,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till May 13, 2026. As of March 31, 2026, the company has 464,373,398 issued shares (excluding treasury stock) and 9,626,602 treasury shares.お知らせ • May 12USS Co., Ltd., Annual General Meeting, Jun 23, 2026USS Co., Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • May 10USS Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026USS Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026お知らせ • Nov 29USS Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026USS Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026お知らせ • Sep 01USS Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025USS Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025お知らせ • Jun 24USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 11,000,000 shares, representing 2.32% for ¥16,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 2.32% of its issued share capital (excluding treasury stock), for a total purchase price of ¥16,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till June 25, 2025 . As of March 31, 2025, the company has 473,612,378 issued shares (excluding treasury stock) and 40,387,622 treasury shares.お知らせ • May 31USS Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025USS Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 13USS Co., Ltd., Annual General Meeting, Jun 24, 2025USS Co., Ltd., Annual General Meeting, Jun 24, 2025.お知らせ • Mar 01USS Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025USS Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025お知らせ • Dec 01USS Co., Ltd. to Report Q3, 2025 Results on Feb 04, 2025USS Co., Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥18.50 (vs JP¥16.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.50 (up from JP¥16.78 in 2Q 2024). Revenue: JP¥24.8b (up 2.7% from 2Q 2024). Net income: JP¥8.89b (up 10% from 2Q 2024). Profit margin: 36% (up from 33% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 2.1% 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 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 07USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 10,000,000 shares, representing 2.08% for ¥10,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 2.08% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to improve corporate value, improving capital efficiency and to improve shareholder returns. The program is valid till March 31, 2025 . As of August 31, 2024, the company has 480,979,778 issued shares (excluding treasury stock) and 33,020,222 treasury shares.Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.60 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 53% 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 (3.1%).お知らせ • Aug 27USS Co., Ltd. to Report Q2, 2025 Results on Nov 05, 2024USS Co., Ltd. announced that they will report Q2, 2025 results on Nov 05, 2024Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥19.26 (vs JP¥16.65 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.26 (up from JP¥16.65 in 1Q 2024). Revenue: JP¥25.6b (up 7.2% from 1Q 2024). Net income: JP¥9.25b (up 14% from 1Q 2024). Profit margin: 36% (up from 34% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% 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 35% 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 • Aug 05Now 24% undervaluedOver the last 90 days, the stock has risen 5.7% to €7.40. The fair value is estimated to be €9.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥20.10 announcedShareholders will receive a dividend of JP¥20.10. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 270%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 9.7% 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 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 02USS Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024USS Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024お知らせ • May 10USS Co., Ltd., Annual General Meeting, Jun 25, 2024USS Co., Ltd., Annual General Meeting, Jun 25, 2024.Reported Earnings • May 09Full year 2024 earnings released: EPS: JP¥137 (vs JP¥61.35 in FY 2023)Full year 2024 results: EPS: JP¥137 (up from JP¥61.35 in FY 2023). Revenue: JP¥97.6b (up 9.9% from FY 2023). Net income: JP¥32.9b (up 9.7% from FY 2023). Profit margin: 34% (in line with FY 2023). Revenue is forecast to stay flat 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 57% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 113% Dividend yield: 6.0% 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¥38.40 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.0%).お知らせ • Mar 02USS Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024USS Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥34.58 (vs JP¥29.68 in 3Q 2023)Third quarter 2024 results: EPS: JP¥34.58 (up from JP¥29.68 in 3Q 2023). Revenue: JP¥23.4b (up 6.6% from 3Q 2023). Net income: JP¥8.30b (up 14% from 3Q 2023). Profit margin: 35% (up from 33% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat 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 42% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jan 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €17.40. The fair value is estimated to be €14.18, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are also forecast to grow by 0.1% per annum over the same time period.お知らせ • Nov 27USS Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024USS Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥33.57 (vs JP¥29.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.57 (up from JP¥29.35 in 2Q 2023). Revenue: JP¥24.2b (up 14% from 2Q 2023). Net income: JP¥8.06b (up 12% from 2Q 2023). Profit margin: 33% (in line with 2Q 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 39% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥34.70 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (3.0%).お知らせ • Aug 27USS Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023USS Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥33.29 (vs JP¥30.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥33.29 (up from JP¥30.39 in 1Q 2023). Revenue: JP¥23.9b (up 13% from 1Q 2023). Net income: JP¥8.10b (up 8.9% from 1Q 2023). Profit margin: 34% (down from 35% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 22USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 5,000,000 shares, for ¥12,500 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.04% of its issued share capital (excluding treasury stock), for a total purchase price of ¥12,500 million. The purpose of the program is to improve corporate value, business expansion through investment and capital policies and to improve shareholder returns. As of March 31, 2023, the company has 244,627,014 issued shares (excluding treasury stock) and 12,372,986 treasury shares.Reported Earnings • Jun 22Full year 2023 earnings released: EPS: JP¥123 (vs JP¥120 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 19USS Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023USS Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥123 (vs JP¥120 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.80 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.9%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.68 (vs JP¥32.18 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.68 (down from JP¥32.18 in 3Q 2022). Revenue: JP¥22.0b (up 11% from 3Q 2022). Net income: JP¥7.26b (down 9.2% from 3Q 2022). Profit margin: 33% (down from 40% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Dec 01USS Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023USS Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥29.35 (vs JP¥27.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.35 (up from JP¥27.57 in 2Q 2022). Revenue: JP¥21.3b (up 9.7% from 2Q 2022). Net income: JP¥7.18b (up 4.4% from 2Q 2022). Profit margin: 34% (down from 35% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥29.35 (vs JP¥27.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.35 (up from JP¥27.57 in 2Q 2022). Revenue: JP¥21.3b (up 9.7% from 2Q 2022). Net income: JP¥7.18b (up 4.4% from 2Q 2022). Profit margin: 34% (down from 35% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.70 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%).お知らせ • Sep 07USS Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022USS Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥30.39 (vs JP¥29.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.39 (up from JP¥29.47 in 1Q 2022). Revenue: JP¥21.1b (up 3.8% from 1Q 2022). Net income: JP¥7.44b (up 1.2% from 1Q 2022). Profit margin: 35% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 3.0%, 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 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Board Change • Aug 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Jul 17High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 3.7%, compared to a 9.3% growth forecast for the retail industry in Germany.お知らせ • Jun 09USS Co., Ltd. to Report Q1, 2023 Results on Aug 02, 2022USS Co., Ltd. announced that they will report Q1, 2023 results on Aug 02, 2022お知らせ • May 12USS Co., Ltd., Annual General Meeting, Jun 21, 2022USS Co., Ltd., Annual General Meeting, Jun 21, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥120 (vs JP¥16.13 in FY 2021)Full year 2022 results: EPS: JP¥120 (up from JP¥16.13 in FY 2021). Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Apr 08USS Co., Ltd. to Report Fiscal Year 2022 Results on May 10, 2022USS Co., Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.20 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.4%).Reported Earnings • Feb 08Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥32.18 (up from JP¥27.16 in 3Q 2021). Revenue: JP¥19.8b (flat on 3Q 2021). Net income: JP¥8.00b (up 18% from 3Q 2021). Profit margin: 40% (up from 34% in 3Q 2021). Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.4%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥27.57 (vs JP¥25.38 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥19.4b (up 6.5% from 2Q 2021). Net income: JP¥6.88b (up 8.7% from 2Q 2021). Profit margin: 35% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.20 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 11 December 2021. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥29.47 (vs JP¥18.51 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥20.4b (up 27% from 1Q 2021). Net income: JP¥7.35b (up 59% from 1Q 2021). Profit margin: 36% (up from 29% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 18Full year 2021 earnings released: EPS JP¥16.13 (vs JP¥82.45 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥74.9b (down 4.2% from FY 2020). Net income: JP¥4.02b (down 81% from FY 2020). Profit margin: 5.4% (down from 26% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥16.13 (vs JP¥82.45 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥74.9b (down 4.2% from FY 2020). Net income: JP¥4.02b (down 81% from FY 2020). Profit margin: 5.4% (down from 26% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.75 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.3%). In line with average of industry peers (2.6%).お知らせ • Mar 04USS Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021USS Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021Is New 90 Day High Low • Feb 18New 90-day low: €15.50The company is down 12% from its price of €17.60 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.70 per share.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥27.16 (vs JP¥24.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥19.7b (up 1.5% from 3Q 2020). Net income: JP¥6.77b (up 12% from 3Q 2020). Profit margin: 34% (up from 31% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 2.3%, compared to a 8.1% growth forecast for the Specialty Retail industry in Germany.お知らせ • Nov 29USS Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021USS Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 6.8%. Over the next year, revenue is forecast to stay flat compared to a 5.7% growth forecast for the Specialty Retail industry in Germany.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥25.38The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥18.2b (down 3.8% from 2Q 2020). Net income: JP¥6.33b (up 5.9% from 2Q 2020). Profit margin: 35% (up from 32% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has remained flat.Is New 90 Day High Low • Nov 06New 90-day high: €15.90The company is up 23% from its price of €12.90 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.43 per share.Is New 90 Day High Low • Oct 14New 90-day high: €15.70The company is up 12% from its price of €14.00 on 16 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.29 per share.Is New 90 Day High Low • Sep 18New 90-day high: €15.00The company is up 3.0% from its price of €14.50 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.39 per share.お知らせ • Sep 04USS Co., Ltd. to Report Q2, 2021 Results on Nov 09, 2020USS Co., Ltd. announced that they will report Q2, 2021 results on Nov 09, 2020収支内訳USS の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:USV 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26113,85441,36011,603031 Dec 25110,33840,45711,353030 Sep 25107,54439,4479,909030 Jun 25105,77038,6169,694031 Mar 25104,02137,6369,583031 Dec 24102,74436,0519,301030 Sep 2499,96934,8829,021030 Jun 2499,31734,0569,119031 Mar 2497,60632,9069,058031 Dec 2395,88432,6029,289030 Sep 2394,44231,5589,396030 Jun 2391,57130,6739,144031 Mar 2388,77830,0088,939031 Dec 2286,26729,3988,660030 Sep 2284,12730,1368,560030 Jun 2282,24829,8348,374031 Mar 2281,48229,7458,286031 Dec 2180,5338,5257,104030 Sep 2180,3817,3007,322030 Jun 2179,1886,7527,606031 Mar 2174,8744,0227,919031 Dec 2073,92320,0797,879030 Sep 2073,62819,3478,054030 Jun 2074,33818,9948,304031 Mar 2078,14320,6348,538031 Dec 1979,75325,3378,620030 Sep 1979,85825,4428,670030 Jun 1979,78225,3638,689031 Mar 1979,90825,5438,728031 Dec 1879,48925,0879,280030 Sep 1879,17324,8199,134030 Jun 1877,50224,7288,321031 Mar 1875,15324,2857,576031 Dec 1772,56024,2137,692030 Sep 1769,64623,8687,051030 Jun 1768,23323,2207,069031 Mar 1767,17922,9097,059031 Dec 1666,86822,3627,430030 Sep 1667,31922,0257,382030 Jun 1668,18722,3737,357031 Mar 1668,60722,4777,288031 Dec 1568,81422,3877,413030 Sep 1568,85522,5697,499030 Jun 1568,18822,2067,5930質の高い収益: USVは 高品質の収益 を持っています。利益率の向上: USVの現在の純利益率 (36.3%)は、昨年(36.2%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: USVの収益は過去 5 年間で年間22.7%増加しました。成長の加速: USVの過去 1 年間の収益成長率 ( 9.9% ) は、5 年間の平均 ( 年間22.7%を下回っています。収益対業界: USVの過去 1 年間の収益成長率 ( 9.9% ) Specialty Retail業界-0.3%を上回りませんでした。株主資本利益率高いROE: USVの 自己資本利益率 ( 19.9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YRetail 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 22:52終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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USS Co., Ltd. 6 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。11 アナリスト機関Koichi SugimotoBofA Global ResearchManabu HagiwaraCitigroup IncJiro KojimaDaiwa Securities Co. Ltd.8 その他のアナリストを表示
お知らせ • May 10USS Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026USS Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
お知らせ • Nov 29USS Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026USS Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
お知らせ • Sep 01USS Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025USS Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
お知らせ • May 31USS Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025USS Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • Mar 01USS Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025USS Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
お知らせ • Dec 01USS Co., Ltd. to Report Q3, 2025 Results on Feb 04, 2025USS Co., Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Nobuko Sowa was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 14USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 12,000,000 shares, representing 2.58% for ¥18,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 2.58% of its issued share capital (excluding treasury stock), for a total purchase price of ¥18,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till May 13, 2026. As of March 31, 2026, the company has 464,373,398 issued shares (excluding treasury stock) and 9,626,602 treasury shares.
お知らせ • May 12USS Co., Ltd., Annual General Meeting, Jun 23, 2026USS Co., Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • May 10USS Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026USS Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
お知らせ • Nov 29USS Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026USS Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
お知らせ • Sep 01USS Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025USS Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
お知らせ • Jun 24USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 11,000,000 shares, representing 2.32% for ¥16,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 2.32% of its issued share capital (excluding treasury stock), for a total purchase price of ¥16,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till June 25, 2025 . As of March 31, 2025, the company has 473,612,378 issued shares (excluding treasury stock) and 40,387,622 treasury shares.
お知らせ • May 31USS Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025USS Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 13USS Co., Ltd., Annual General Meeting, Jun 24, 2025USS Co., Ltd., Annual General Meeting, Jun 24, 2025.
お知らせ • Mar 01USS Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025USS Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
お知らせ • Dec 01USS Co., Ltd. to Report Q3, 2025 Results on Feb 04, 2025USS Co., Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥18.50 (vs JP¥16.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.50 (up from JP¥16.78 in 2Q 2024). Revenue: JP¥24.8b (up 2.7% from 2Q 2024). Net income: JP¥8.89b (up 10% from 2Q 2024). Profit margin: 36% (up from 33% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 2.1% 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 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 07USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 10,000,000 shares, representing 2.08% for ¥10,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 2.08% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to improve corporate value, improving capital efficiency and to improve shareholder returns. The program is valid till March 31, 2025 . As of August 31, 2024, the company has 480,979,778 issued shares (excluding treasury stock) and 33,020,222 treasury shares.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.60 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 53% 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 (3.1%).
お知らせ • Aug 27USS Co., Ltd. to Report Q2, 2025 Results on Nov 05, 2024USS Co., Ltd. announced that they will report Q2, 2025 results on Nov 05, 2024
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥19.26 (vs JP¥16.65 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.26 (up from JP¥16.65 in 1Q 2024). Revenue: JP¥25.6b (up 7.2% from 1Q 2024). Net income: JP¥9.25b (up 14% from 1Q 2024). Profit margin: 36% (up from 34% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% 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 35% 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 • Aug 05Now 24% undervaluedOver the last 90 days, the stock has risen 5.7% to €7.40. The fair value is estimated to be €9.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥20.10 announcedShareholders will receive a dividend of JP¥20.10. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 270%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 9.7% 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 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 02USS Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024USS Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
お知らせ • May 10USS Co., Ltd., Annual General Meeting, Jun 25, 2024USS Co., Ltd., Annual General Meeting, Jun 25, 2024.
Reported Earnings • May 09Full year 2024 earnings released: EPS: JP¥137 (vs JP¥61.35 in FY 2023)Full year 2024 results: EPS: JP¥137 (up from JP¥61.35 in FY 2023). Revenue: JP¥97.6b (up 9.9% from FY 2023). Net income: JP¥32.9b (up 9.7% from FY 2023). Profit margin: 34% (in line with FY 2023). Revenue is forecast to stay flat 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 57% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 113% Dividend yield: 6.0% 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¥38.40 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.0%).
お知らせ • Mar 02USS Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024USS Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥34.58 (vs JP¥29.68 in 3Q 2023)Third quarter 2024 results: EPS: JP¥34.58 (up from JP¥29.68 in 3Q 2023). Revenue: JP¥23.4b (up 6.6% from 3Q 2023). Net income: JP¥8.30b (up 14% from 3Q 2023). Profit margin: 35% (up from 33% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat 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 42% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jan 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €17.40. The fair value is estimated to be €14.18, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are also forecast to grow by 0.1% per annum over the same time period.
お知らせ • Nov 27USS Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024USS Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥33.57 (vs JP¥29.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.57 (up from JP¥29.35 in 2Q 2023). Revenue: JP¥24.2b (up 14% from 2Q 2023). Net income: JP¥8.06b (up 12% from 2Q 2023). Profit margin: 33% (in line with 2Q 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 39% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥34.70 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (3.0%).
お知らせ • Aug 27USS Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023USS Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥33.29 (vs JP¥30.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥33.29 (up from JP¥30.39 in 1Q 2023). Revenue: JP¥23.9b (up 13% from 1Q 2023). Net income: JP¥8.10b (up 8.9% from 1Q 2023). Profit margin: 34% (down from 35% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 22USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 5,000,000 shares, for ¥12,500 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.04% of its issued share capital (excluding treasury stock), for a total purchase price of ¥12,500 million. The purpose of the program is to improve corporate value, business expansion through investment and capital policies and to improve shareholder returns. As of March 31, 2023, the company has 244,627,014 issued shares (excluding treasury stock) and 12,372,986 treasury shares.
Reported Earnings • Jun 22Full year 2023 earnings released: EPS: JP¥123 (vs JP¥120 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 19USS Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023USS Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥123 (vs JP¥120 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.80 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.9%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.68 (vs JP¥32.18 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.68 (down from JP¥32.18 in 3Q 2022). Revenue: JP¥22.0b (up 11% from 3Q 2022). Net income: JP¥7.26b (down 9.2% from 3Q 2022). Profit margin: 33% (down from 40% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Dec 01USS Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023USS Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥29.35 (vs JP¥27.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.35 (up from JP¥27.57 in 2Q 2022). Revenue: JP¥21.3b (up 9.7% from 2Q 2022). Net income: JP¥7.18b (up 4.4% from 2Q 2022). Profit margin: 34% (down from 35% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥29.35 (vs JP¥27.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.35 (up from JP¥27.57 in 2Q 2022). Revenue: JP¥21.3b (up 9.7% from 2Q 2022). Net income: JP¥7.18b (up 4.4% from 2Q 2022). Profit margin: 34% (down from 35% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.70 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%).
お知らせ • Sep 07USS Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022USS Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022
Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥30.39 (vs JP¥29.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.39 (up from JP¥29.47 in 1Q 2022). Revenue: JP¥21.1b (up 3.8% from 1Q 2022). Net income: JP¥7.44b (up 1.2% from 1Q 2022). Profit margin: 35% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 3.0%, 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 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Board Change • Aug 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Jul 17High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 3.7%, compared to a 9.3% growth forecast for the retail industry in Germany.
お知らせ • Jun 09USS Co., Ltd. to Report Q1, 2023 Results on Aug 02, 2022USS Co., Ltd. announced that they will report Q1, 2023 results on Aug 02, 2022
お知らせ • May 12USS Co., Ltd., Annual General Meeting, Jun 21, 2022USS Co., Ltd., Annual General Meeting, Jun 21, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥120 (vs JP¥16.13 in FY 2021)Full year 2022 results: EPS: JP¥120 (up from JP¥16.13 in FY 2021). Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 08USS Co., Ltd. to Report Fiscal Year 2022 Results on May 10, 2022USS Co., Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.20 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.4%).
Reported Earnings • Feb 08Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥32.18 (up from JP¥27.16 in 3Q 2021). Revenue: JP¥19.8b (flat on 3Q 2021). Net income: JP¥8.00b (up 18% from 3Q 2021). Profit margin: 40% (up from 34% in 3Q 2021). Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.4%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥27.57 (vs JP¥25.38 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥19.4b (up 6.5% from 2Q 2021). Net income: JP¥6.88b (up 8.7% from 2Q 2021). Profit margin: 35% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.20 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 11 December 2021. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥29.47 (vs JP¥18.51 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥20.4b (up 27% from 1Q 2021). Net income: JP¥7.35b (up 59% from 1Q 2021). Profit margin: 36% (up from 29% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 18Full year 2021 earnings released: EPS JP¥16.13 (vs JP¥82.45 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥74.9b (down 4.2% from FY 2020). Net income: JP¥4.02b (down 81% from FY 2020). Profit margin: 5.4% (down from 26% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥16.13 (vs JP¥82.45 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥74.9b (down 4.2% from FY 2020). Net income: JP¥4.02b (down 81% from FY 2020). Profit margin: 5.4% (down from 26% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.75 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.3%). In line with average of industry peers (2.6%).
お知らせ • Mar 04USS Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021USS Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021
Is New 90 Day High Low • Feb 18New 90-day low: €15.50The company is down 12% from its price of €17.60 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.70 per share.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥27.16 (vs JP¥24.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥19.7b (up 1.5% from 3Q 2020). Net income: JP¥6.77b (up 12% from 3Q 2020). Profit margin: 34% (up from 31% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 2.3%, compared to a 8.1% growth forecast for the Specialty Retail industry in Germany.
お知らせ • Nov 29USS Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021USS Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 6.8%. Over the next year, revenue is forecast to stay flat compared to a 5.7% growth forecast for the Specialty Retail industry in Germany.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥25.38The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥18.2b (down 3.8% from 2Q 2020). Net income: JP¥6.33b (up 5.9% from 2Q 2020). Profit margin: 35% (up from 32% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has remained flat.
Is New 90 Day High Low • Nov 06New 90-day high: €15.90The company is up 23% from its price of €12.90 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.43 per share.
Is New 90 Day High Low • Oct 14New 90-day high: €15.70The company is up 12% from its price of €14.00 on 16 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.29 per share.
Is New 90 Day High Low • Sep 18New 90-day high: €15.00The company is up 3.0% from its price of €14.50 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.39 per share.
お知らせ • Sep 04USS Co., Ltd. to Report Q2, 2021 Results on Nov 09, 2020USS Co., Ltd. announced that they will report Q2, 2021 results on Nov 09, 2020