AZ-COM MARUWA Holdings（1YM）株式概要AZ-COM丸和ホールディングスは日本で物流サービスを提供している。 詳細1YM ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績2/6財務の健全性4/6配当金3/6報酬株価収益率（ 17 x）は、 Logistics業界平均（ 18.6 x）を下回っています。収益は年間12.96%増加すると予測されています リスク分析3.64%の配当はフリーキャッシュフローで十分にカバーされていない 多額の負債を抱えている すべてのリスクチェックを見る1YM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW476,491 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA476,491 investors already sharing narrativesYour Fair Value€Current Price€4.580.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0325b2016201920222025202620282031Revenue JP¥325.0bEarnings JP¥9.7bAdvancedSet Fair ValueView all narrativesAZ-COM MARUWA Holdings Inc. 競合他社LogwinSymbol: XTRA:TGHNMarket cap: €794.7mMüller - Die lila LogistikSymbol: XTRA:MLLMarket cap: €35.0mDeufolSymbol: HMSE:DE10Market cap: €34.5mEUROKAI GmbH KGaASymbol: DB:EUK3Market cap: €802.1m価格と性能株価の高値、安値、推移の概要AZ-COM MARUWA Holdings過去の株価現在の株価JP¥4.5852週高値JP¥7.2552週安値JP¥3.82ベータ0.0221ヶ月の変化2.23%3ヶ月変化6.51%1年変化-35.94%3年間の変化-65.56%5年間の変化-60.17%IPOからの変化610.97%最新ニュースReported Earnings • Aug 06First quarter 2027 earnings released: EPS: JP¥11.31 (vs JP¥14.87 in 1Q 2026)First quarter 2027 results: EPS: JP¥11.31 (down from JP¥14.87 in 1Q 2026). Revenue: JP¥58.7b (up 6.2% from 1Q 2026). Net income: JP¥1.52b (down 24% from 1Q 2026). Profit margin: 2.6% (down from 3.6% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Declared Dividend • Jul 26Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 339%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 23AZ-COM MARUWA Holdings Inc. announced that it expects to receive ¥1.00108 billion in fundingAZ-COM MARUWA Holdings Inc. announced a private placement to issue 116,000 Class B1 Preferred Shares at an issue price of ¥8,630 per share for gross proceeds of ¥1,001,080,000 on July 22, 2026. The transaction will include participation from new investor JPYC Inc.. The transaction has been approved by shareholders, expected to close on July 30, 2026.お知らせ • Jun 06AZ-COM MARUWA Holdings Inc. to Report Q1, 2027 Results on Aug 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2027 results on Aug 05, 2026Board 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. 9 non-independent directors. Independent Outside Director Masahito Kamijo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 11AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026.最新情報をもっと見るRecent updatesReported Earnings • Aug 06First quarter 2027 earnings released: EPS: JP¥11.31 (vs JP¥14.87 in 1Q 2026)First quarter 2027 results: EPS: JP¥11.31 (down from JP¥14.87 in 1Q 2026). Revenue: JP¥58.7b (up 6.2% from 1Q 2026). Net income: JP¥1.52b (down 24% from 1Q 2026). Profit margin: 2.6% (down from 3.6% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Declared Dividend • Jul 26Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 339%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 23AZ-COM MARUWA Holdings Inc. announced that it expects to receive ¥1.00108 billion in fundingAZ-COM MARUWA Holdings Inc. announced a private placement to issue 116,000 Class B1 Preferred Shares at an issue price of ¥8,630 per share for gross proceeds of ¥1,001,080,000 on July 22, 2026. The transaction will include participation from new investor JPYC Inc.. The transaction has been approved by shareholders, expected to close on July 30, 2026.お知らせ • Jun 06AZ-COM MARUWA Holdings Inc. to Report Q1, 2027 Results on Aug 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2027 results on Aug 05, 2026Board 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. 9 non-independent directors. Independent Outside Director Masahito Kamijo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 11AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026.お知らせ • May 09AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2026 Results on May 11, 2026AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2026 results on May 11, 2026お知らせ • Dec 06AZ-COM MARUWA Holdings Inc. to Report Q3, 2026 Results on Feb 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2026 results on Feb 05, 2026お知らせ • Sep 25AZ-COM MARUWA Holdings Inc. to Report Q2, 2026 Results on Nov 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2026 results on Nov 05, 2025お知らせ • Jun 19AZ-COM MARUWA Holdings Inc. to Report Q1, 2026 Results on Aug 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 12+ 3 more updatesAZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2025AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2025.お知らせ • Mar 12AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2025 Results on May 12, 2025AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2025 results on May 12, 2025お知らせ • Dec 18AZ-COM MARUWA Holdings Inc. to Report Q3, 2025 Results on Feb 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2025 results on Feb 05, 2025お知らせ • Nov 23AZ-COM MARUWA Holdings Inc. (TSE:9090) entered into share transfer agreement to acquire Lufi.Co., Ltd. from Ryuji Hirota and Yasuaki Watanabe.AZ-COM MARUWA Holdings Inc. (TSE:9090) entered into share transfer agreement to acquire Lufi.Co., Ltd. from Ryuji Hirota and Yasuaki Watanabe on November 21, 2024. For the period ending November 30, 2023, Lufi.Co., Ltd. reported total revenue of ¥3.53 billion, EBIT of ¥146 million and net income of ¥147 million. As of November 30, 2023, Lufi.Co., Ltd. reported total assets of ¥1.24 billion and total common equity of ¥636 million. The expected completion of the transaction is November 29, 2024.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥12.04 (vs JP¥19.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥12.04 (down from JP¥19.29 in 2Q 2024). Revenue: JP¥51.8b (up 5.6% from 2Q 2024). Net income: JP¥1.62b (down 33% from 2Q 2024). Profit margin: 3.1% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe.お知らせ • Sep 23AZ-COM MARUWA Holdings Inc.(TSE:9090) dropped from FTSE All-World Index (USD)AZ-COM MARUWA Holdings Inc.(TSE:9090) dropped from FTSE All-World Index (USD)Upcoming Dividend • Sep 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.8%).お知らせ • Sep 13AZ-COM MARUWA Holdings Inc. to Report Q2, 2025 Results on Nov 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2025 results on Nov 05, 2024Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥9.07 (vs JP¥16.82 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.07 (down from JP¥16.82 in 1Q 2024). Revenue: JP¥49.7b (up 4.5% from 1Q 2024). Net income: JP¥1.22b (down 42% from 1Q 2024). Profit margin: 2.5% (down from 4.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.New Risk • Aug 05New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (7.2% increase in shares outstanding).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €7.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 33% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 257%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 21AZ-COM MARUWA Holdings Inc. to Report Q1, 2025 Results on Aug 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2025 results on Aug 05, 2024Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥70.88 (vs JP¥61.86 in FY 2023)Full year 2024 results: EPS: JP¥70.88 (up from JP¥61.86 in FY 2023). Revenue: JP¥198.6b (up 12% from FY 2023). Net income: JP¥9.12b (up 17% from FY 2023). Profit margin: 4.6% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • May 15AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 26, 2024AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.2%).お知らせ • Mar 15AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2024 Results on May 13, 2024AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2024 results on May 13, 2024お知らせ • Feb 16+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided consolidated earnings guidance for the year ending March 31, 2024. For the year ending March 31, 2024, the company expects net sales of JPY 200,000 million, operating profit of JPY 14,500 million and profit attributable to owners of parent of JPY 9,380 million or JPY 72.91 per share.Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: JP¥22.57 (vs JP¥20.85 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.57 (up from JP¥20.85 in 3Q 2023). Revenue: JP¥53.6b (up 9.4% from 3Q 2023). Net income: JP¥2.89b (up 10% from 3Q 2023). Profit margin: 5.4% (in line with 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jan 30Now 21% overvaluedOver the last 90 days, the stock has fallen 25% to €9.40. The fair value is estimated to be €7.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.お知らせ • Dec 20AZ-COM MARUWA Holdings Inc. to Report Q3, 2024 Results on Feb 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2024 results on Feb 05, 2024New Risk • Dec 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (6.1% increase in shares outstanding).お知らせ • Nov 22AZ-COM MARUWA Holdings Inc. has filed a Follow-on Equity Offering.AZ-COM MARUWA Holdings Inc. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 16,550,000お知らせ • Nov 17+ 1 more updateAZ-COM MARUWA Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company revised Net sales forecast from JPY 200,000 million to JPY 200,000 million, Operating profit forecast from JPY 13,600 million to JPY 14,500 million, Profit attributable to owners of parent forecast from JPY 8,750 million to JPY 9,380 million and Earnings per share forecast from JPY 69.53 to JPY 74.53.Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥19.29 (vs JP¥14.18 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.29 (up from JP¥14.18 in 2Q 2023). Revenue: JP¥49.0b (up 13% from 2Q 2023). Net income: JP¥2.43b (up 36% from 2Q 2023). Profit margin: 5.0% (up from 4.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Sep 24AZ-COM MARUWA Holdings Inc. to Report Q2, 2024 Results on Nov 06, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2024 results on Nov 06, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥14.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).お知らせ • Aug 11+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Second Quarter and Year End Dividend Guidance for the Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided second quarter and year end dividend guidance for the fiscal year ending March 31, 2024. For the second quarter, the company expected dividend of JPY 14 per share compared to JPY 11.75 per share paid a year ago. For the full year, the company expected year end dividend of JPY 14 per share compared to JPY 11.75 per share paid a year ago.Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥16.82 (vs JP¥13.25 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.82 (up from JP¥13.25 in 1Q 2023). Revenue: JP¥47.5b (up 16% from 1Q 2023). Net income: JP¥2.12b (up 27% from 1Q 2023). Profit margin: 4.5% (up from 4.1% 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, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Jun 26AZ-COM MARUWA Holdings Inc. to Report Q1, 2024 Results on Aug 02, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2024 results on Aug 02, 2023お知らせ • May 26+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2023 and for Full Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided consolidated Earnings Guidance for the Six months ending September 30, 2023 and for full Fiscal Year Ending March 31, 2024. For the six months, the company expects net sales of JPY 94,510 million, operating profit of JPY 5,380 million, profit attributable to owners of parent of JPY 3,410 million and earnings per share of JPY 27.10.For the period, the company expects net sales of JPY 200,000 million, operating profit of JPY 13,600 million, profit attributable to owners of parent of JPY 8,750 million and earnings per share of JPY 69.53.お知らせ • May 13AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 27, 2023AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 27, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥61.86 (vs JP¥48.72 in FY 2022)Full year 2023 results: EPS: JP¥61.86 (up from JP¥48.72 in FY 2022). Revenue: JP¥177.8b (up 34% from FY 2022). Net income: JP¥7.78b (up 27% from FY 2022). Profit margin: 4.4% (down from 4.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.75 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).お知らせ • Feb 07+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023AZ-COM MARUWA Holdings Inc. provided earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales of JPY 171,500 million, operating profit of JPY 11,130 million, profit attributable to owners of parent of JPY 7,380 million and earnings per share of JPY 58.68.Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: JP¥20.85 (vs JP¥14.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.85 (up from JP¥14.59 in 3Q 2022). Revenue: JP¥49.0b (up 31% from 3Q 2022). Net income: JP¥2.62b (up 43% from 3Q 2022). Profit margin: 5.4% (up from 4.9% in 3Q 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 3.9% decline forecast for the Logistics industry in Europe.お知らせ • Dec 23AZ-COM MARUWA Holdings Inc. to Report Q3, 2023 Results on Jan 31, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥14.18 (vs JP¥12.17 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.18 (up from JP¥12.17 in 2Q 2022). Revenue: JP¥43.4b (up 43% from 2Q 2022). Net income: JP¥1.78b (up 17% from 2Q 2022). Profit margin: 4.1% (down from 5.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% decline forecast for the Logistics industry in Europe.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Katsunobu Motohashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 07+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023AZ-COM MARUWA Holdings Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of ¥171,500 million, operating profit of ¥11,130 million, profit attributable to owners of parent of ¥7,380 million and earnings per share of ¥58.68.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥14.18 (vs JP¥12.17 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.18 (up from JP¥12.17 in 2Q 2022). Revenue: JP¥43.4b (up 43% from 2Q 2022). Net income: JP¥1.78b (up 17% from 2Q 2022). Profit margin: 4.1% (down from 5.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.75 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.0%).お知らせ • Sep 22Maruwa Unyu Kikan Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022お知らせ • Aug 08+ 1 more updateMaruwa Unyu Kikan Co.,Ltd. Provides Dividend Guidance for Second Quarter of Fiscal Year 2023 and for the Full Year Ending March 31, 2023Maruwa Unyu Kikan Co.,Ltd. expected to pay dividend of JPY 11.75 per share for the second quarter of fiscal year 2023 compared to JPY 9.50 per share paid a year ago.The company expected to pay dividend of JPY 11.75 per share for the full year ending March 31, 2023 compared to JPY 9.50 per share paid a year ago.Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥13.25 (vs JP¥13.76 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.25 (down from JP¥13.76 in 1Q 2022). Revenue: JP¥41.0b (up 40% from 1Q 2022). Net income: JP¥1.67b (down 3.7% from 1Q 2022). Profit margin: 4.1% (down from 5.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 2.6% growth forecast for the industry in Germany.お知らせ • Jun 29Maruwa Unyu Kikan Co.,Ltd. (TSE:9090) agreed to acquire MK Logi Co., Ltd from Masakazu Baba for approximately ¥4070 million.Maruwa Unyu Kikan Co.,Ltd. (TSE:9090) agreed to acquire MK Logi Co., Ltd from Masakazu Baba for approximately ¥4070 million on June 27, 2022. Total shares to be acquired is 200. MK Logi Co., Ltd for year ending September, 2021 has revenues of ¥11,601 million, total assets of ¥3972 million and net assets of ¥372 million. Transaction is expected to close on July 29, 2022.お知らせ • Jun 25Maruwa Unyu Kikan Co.,Ltd. to Report Q1, 2023 Results on Aug 01, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022お知らせ • May 27+ 1 more updateMaruwa Unyu Kikan Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Year Ending March 31, 2023Maruwa Unyu Kikan Co.,Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and year ending March 31, 2023. For the six months, the company expects net sales of JPY 81,380 million, operating profit of JPY 4,720 million, profit attributable to owners of parent of JPY 3,250 million and earnings per share of JPY 25.85.For the year, the company expects net sales of JPY 171,500 million, operating profit of JPY 11,130 million, profit attributable to owners of parent of JPY 7,380 million and earnings per share of JPY 58.69.お知らせ • May 12Maruwa Unyu Kikan Co.,Ltd., Annual General Meeting, Jun 27, 2022Maruwa Unyu Kikan Co.,Ltd., Annual General Meeting, Jun 27, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥48.72 (vs JP¥43.60 in FY 2021)Full year 2022 results: EPS: JP¥48.72 (up from JP¥43.60 in FY 2021). Revenue: JP¥133.0b (up 19% from FY 2021). Net income: JP¥6.13b (up 11% from FY 2021). Profit margin: 4.6% (down from 4.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. No independent directors (11 non-independent directors). Executive Officer, GM of Finance Division, Manager of Finance Division & Director Hiroshi Tanaka was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Maruwa Unyu Kikan Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Board Change • Apr 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Executive Officer, GM of Finance Division, Manager of Finance Division & Director Hiroshi Tanaka was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.株主還元1YMDE LogisticsDE 市場7D3.2%2.1%0.2%1Y-35.9%11.6%3.6%株主還元を見る業界別リターン: 1YM過去 1 年間で11.6 % の収益を上げたGerman Logistics業界を下回りました。リターン対市場: 1YMは、過去 1 年間で3.6 % のリターンを上げたGerman市場を下回りました。価格変動Is 1YM's price volatile compared to industry and market?1YM volatility1YM Average Weekly Movement4.5%Logistics Industry Average Movement3.6%Market Average Movement5.2%10% most volatile stocks in DE Market13.0%10% least volatile stocks in DE Market2.7%安定した株価: 1YM 、 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: 1YMの 週次ボラティリティ ( 5% ) 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19705,462Masaru Wasamiwww.az-com-maruwa-hd.co.jpAZ-COM丸和ホールディングスは日本で物流サービスを提供している。同社の3PLサービスには冷凍食品、医薬品、医療、常温物流サービスが含まれる。また、文書の保管から廃棄、文書管理、倉庫管理、不動産賃貸支援サービスの提供も行っている。旧社名は丸和運輸機械株式会社。同社は1970年に設立され、吉川市に本社を置く。もっと見るAZ-COM MARUWA Holdings Inc. 基礎のまとめAZ-COM MARUWA Holdings の収益と売上を時価総額と比較するとどうか。1YM 基礎統計学時価総額€642.47m収益（TTM）€37.82m売上高(TTM)€1.27b17.0xPER（株価収益率0.5xP/Sレシオ1YM 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1YM 損益計算書（TTM）収益JP¥233.98b売上原価JP¥212.53b売上総利益JP¥21.46bその他の費用JP¥14.49b収益JP¥6.97b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）51.80グロス・マージン9.17%純利益率2.98%有利子負債／自己資本比率94.0%1YM 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3.6%現在の配当利回り62%配当性向1YM 配当は確実ですか？1YM 配当履歴とベンチマークを見る1YM 、いつまでに購入すれば配当金を受け取れますか？AZ-COM MARUWA Holdings 配当日配当落ち日Sep 29 2026配当支払日Dec 01 2026配当落ちまでの日数43 days配当支払日までの日数106 days1YM 配当は確実ですか？1YM 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/16 23:46終値2026/08/14 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AZ-COM MARUWA Holdings Inc. 4 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。9 アナリスト機関Masayoshi YonezawaDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.Rintaro FujimotoMizuho Securities Co., Ltd.6 その他のアナリストを表示
Reported Earnings • Aug 06First quarter 2027 earnings released: EPS: JP¥11.31 (vs JP¥14.87 in 1Q 2026)First quarter 2027 results: EPS: JP¥11.31 (down from JP¥14.87 in 1Q 2026). Revenue: JP¥58.7b (up 6.2% from 1Q 2026). Net income: JP¥1.52b (down 24% from 1Q 2026). Profit margin: 2.6% (down from 3.6% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Jul 26Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 339%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 23AZ-COM MARUWA Holdings Inc. announced that it expects to receive ¥1.00108 billion in fundingAZ-COM MARUWA Holdings Inc. announced a private placement to issue 116,000 Class B1 Preferred Shares at an issue price of ¥8,630 per share for gross proceeds of ¥1,001,080,000 on July 22, 2026. The transaction will include participation from new investor JPYC Inc.. The transaction has been approved by shareholders, expected to close on July 30, 2026.
お知らせ • Jun 06AZ-COM MARUWA Holdings Inc. to Report Q1, 2027 Results on Aug 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2027 results on Aug 05, 2026
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. 9 non-independent directors. Independent Outside Director Masahito Kamijo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 11AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026.
Reported Earnings • Aug 06First quarter 2027 earnings released: EPS: JP¥11.31 (vs JP¥14.87 in 1Q 2026)First quarter 2027 results: EPS: JP¥11.31 (down from JP¥14.87 in 1Q 2026). Revenue: JP¥58.7b (up 6.2% from 1Q 2026). Net income: JP¥1.52b (down 24% from 1Q 2026). Profit margin: 2.6% (down from 3.6% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Jul 26Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 339%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 23AZ-COM MARUWA Holdings Inc. announced that it expects to receive ¥1.00108 billion in fundingAZ-COM MARUWA Holdings Inc. announced a private placement to issue 116,000 Class B1 Preferred Shares at an issue price of ¥8,630 per share for gross proceeds of ¥1,001,080,000 on July 22, 2026. The transaction will include participation from new investor JPYC Inc.. The transaction has been approved by shareholders, expected to close on July 30, 2026.
お知らせ • Jun 06AZ-COM MARUWA Holdings Inc. to Report Q1, 2027 Results on Aug 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2027 results on Aug 05, 2026
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. 9 non-independent directors. Independent Outside Director Masahito Kamijo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 11AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2026 Results on May 11, 2026AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2026 results on May 11, 2026
お知らせ • Dec 06AZ-COM MARUWA Holdings Inc. to Report Q3, 2026 Results on Feb 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2026 results on Feb 05, 2026
お知らせ • Sep 25AZ-COM MARUWA Holdings Inc. to Report Q2, 2026 Results on Nov 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2026 results on Nov 05, 2025
お知らせ • Jun 19AZ-COM MARUWA Holdings Inc. to Report Q1, 2026 Results on Aug 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 12+ 3 more updatesAZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2025AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 12AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2025 Results on May 12, 2025AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2025 results on May 12, 2025
お知らせ • Dec 18AZ-COM MARUWA Holdings Inc. to Report Q3, 2025 Results on Feb 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2025 results on Feb 05, 2025
お知らせ • Nov 23AZ-COM MARUWA Holdings Inc. (TSE:9090) entered into share transfer agreement to acquire Lufi.Co., Ltd. from Ryuji Hirota and Yasuaki Watanabe.AZ-COM MARUWA Holdings Inc. (TSE:9090) entered into share transfer agreement to acquire Lufi.Co., Ltd. from Ryuji Hirota and Yasuaki Watanabe on November 21, 2024. For the period ending November 30, 2023, Lufi.Co., Ltd. reported total revenue of ¥3.53 billion, EBIT of ¥146 million and net income of ¥147 million. As of November 30, 2023, Lufi.Co., Ltd. reported total assets of ¥1.24 billion and total common equity of ¥636 million. The expected completion of the transaction is November 29, 2024.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥12.04 (vs JP¥19.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥12.04 (down from JP¥19.29 in 2Q 2024). Revenue: JP¥51.8b (up 5.6% from 2Q 2024). Net income: JP¥1.62b (down 33% from 2Q 2024). Profit margin: 3.1% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe.
お知らせ • Sep 23AZ-COM MARUWA Holdings Inc.(TSE:9090) dropped from FTSE All-World Index (USD)AZ-COM MARUWA Holdings Inc.(TSE:9090) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Sep 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.8%).
お知らせ • Sep 13AZ-COM MARUWA Holdings Inc. to Report Q2, 2025 Results on Nov 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2025 results on Nov 05, 2024
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥9.07 (vs JP¥16.82 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.07 (down from JP¥16.82 in 1Q 2024). Revenue: JP¥49.7b (up 4.5% from 1Q 2024). Net income: JP¥1.22b (down 42% from 1Q 2024). Profit margin: 2.5% (down from 4.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
New Risk • Aug 05New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (7.2% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €7.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 33% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 257%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 21AZ-COM MARUWA Holdings Inc. to Report Q1, 2025 Results on Aug 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2025 results on Aug 05, 2024
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥70.88 (vs JP¥61.86 in FY 2023)Full year 2024 results: EPS: JP¥70.88 (up from JP¥61.86 in FY 2023). Revenue: JP¥198.6b (up 12% from FY 2023). Net income: JP¥9.12b (up 17% from FY 2023). Profit margin: 4.6% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • May 15AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 26, 2024AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.2%).
お知らせ • Mar 15AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2024 Results on May 13, 2024AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2024 results on May 13, 2024
お知らせ • Feb 16+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided consolidated earnings guidance for the year ending March 31, 2024. For the year ending March 31, 2024, the company expects net sales of JPY 200,000 million, operating profit of JPY 14,500 million and profit attributable to owners of parent of JPY 9,380 million or JPY 72.91 per share.
Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: JP¥22.57 (vs JP¥20.85 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.57 (up from JP¥20.85 in 3Q 2023). Revenue: JP¥53.6b (up 9.4% from 3Q 2023). Net income: JP¥2.89b (up 10% from 3Q 2023). Profit margin: 5.4% (in line with 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jan 30Now 21% overvaluedOver the last 90 days, the stock has fallen 25% to €9.40. The fair value is estimated to be €7.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
お知らせ • Dec 20AZ-COM MARUWA Holdings Inc. to Report Q3, 2024 Results on Feb 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2024 results on Feb 05, 2024
New Risk • Dec 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (6.1% increase in shares outstanding).
お知らせ • Nov 22AZ-COM MARUWA Holdings Inc. has filed a Follow-on Equity Offering.AZ-COM MARUWA Holdings Inc. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 16,550,000
お知らせ • Nov 17+ 1 more updateAZ-COM MARUWA Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company revised Net sales forecast from JPY 200,000 million to JPY 200,000 million, Operating profit forecast from JPY 13,600 million to JPY 14,500 million, Profit attributable to owners of parent forecast from JPY 8,750 million to JPY 9,380 million and Earnings per share forecast from JPY 69.53 to JPY 74.53.
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥19.29 (vs JP¥14.18 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.29 (up from JP¥14.18 in 2Q 2023). Revenue: JP¥49.0b (up 13% from 2Q 2023). Net income: JP¥2.43b (up 36% from 2Q 2023). Profit margin: 5.0% (up from 4.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Sep 24AZ-COM MARUWA Holdings Inc. to Report Q2, 2024 Results on Nov 06, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2024 results on Nov 06, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥14.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).
お知らせ • Aug 11+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Second Quarter and Year End Dividend Guidance for the Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided second quarter and year end dividend guidance for the fiscal year ending March 31, 2024. For the second quarter, the company expected dividend of JPY 14 per share compared to JPY 11.75 per share paid a year ago. For the full year, the company expected year end dividend of JPY 14 per share compared to JPY 11.75 per share paid a year ago.
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥16.82 (vs JP¥13.25 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.82 (up from JP¥13.25 in 1Q 2023). Revenue: JP¥47.5b (up 16% from 1Q 2023). Net income: JP¥2.12b (up 27% from 1Q 2023). Profit margin: 4.5% (up from 4.1% 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, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Jun 26AZ-COM MARUWA Holdings Inc. to Report Q1, 2024 Results on Aug 02, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2024 results on Aug 02, 2023
お知らせ • May 26+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2023 and for Full Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided consolidated Earnings Guidance for the Six months ending September 30, 2023 and for full Fiscal Year Ending March 31, 2024. For the six months, the company expects net sales of JPY 94,510 million, operating profit of JPY 5,380 million, profit attributable to owners of parent of JPY 3,410 million and earnings per share of JPY 27.10.For the period, the company expects net sales of JPY 200,000 million, operating profit of JPY 13,600 million, profit attributable to owners of parent of JPY 8,750 million and earnings per share of JPY 69.53.
お知らせ • May 13AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 27, 2023AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 27, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥61.86 (vs JP¥48.72 in FY 2022)Full year 2023 results: EPS: JP¥61.86 (up from JP¥48.72 in FY 2022). Revenue: JP¥177.8b (up 34% from FY 2022). Net income: JP¥7.78b (up 27% from FY 2022). Profit margin: 4.4% (down from 4.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.75 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).
お知らせ • Feb 07+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023AZ-COM MARUWA Holdings Inc. provided earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales of JPY 171,500 million, operating profit of JPY 11,130 million, profit attributable to owners of parent of JPY 7,380 million and earnings per share of JPY 58.68.
Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: JP¥20.85 (vs JP¥14.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.85 (up from JP¥14.59 in 3Q 2022). Revenue: JP¥49.0b (up 31% from 3Q 2022). Net income: JP¥2.62b (up 43% from 3Q 2022). Profit margin: 5.4% (up from 4.9% in 3Q 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 3.9% decline forecast for the Logistics industry in Europe.
お知らせ • Dec 23AZ-COM MARUWA Holdings Inc. to Report Q3, 2023 Results on Jan 31, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥14.18 (vs JP¥12.17 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.18 (up from JP¥12.17 in 2Q 2022). Revenue: JP¥43.4b (up 43% from 2Q 2022). Net income: JP¥1.78b (up 17% from 2Q 2022). Profit margin: 4.1% (down from 5.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% decline forecast for the Logistics industry in Europe.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Katsunobu Motohashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 07+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023AZ-COM MARUWA Holdings Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of ¥171,500 million, operating profit of ¥11,130 million, profit attributable to owners of parent of ¥7,380 million and earnings per share of ¥58.68.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥14.18 (vs JP¥12.17 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.18 (up from JP¥12.17 in 2Q 2022). Revenue: JP¥43.4b (up 43% from 2Q 2022). Net income: JP¥1.78b (up 17% from 2Q 2022). Profit margin: 4.1% (down from 5.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.75 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.0%).
お知らせ • Sep 22Maruwa Unyu Kikan Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
お知らせ • Aug 08+ 1 more updateMaruwa Unyu Kikan Co.,Ltd. Provides Dividend Guidance for Second Quarter of Fiscal Year 2023 and for the Full Year Ending March 31, 2023Maruwa Unyu Kikan Co.,Ltd. expected to pay dividend of JPY 11.75 per share for the second quarter of fiscal year 2023 compared to JPY 9.50 per share paid a year ago.The company expected to pay dividend of JPY 11.75 per share for the full year ending March 31, 2023 compared to JPY 9.50 per share paid a year ago.
Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥13.25 (vs JP¥13.76 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.25 (down from JP¥13.76 in 1Q 2022). Revenue: JP¥41.0b (up 40% from 1Q 2022). Net income: JP¥1.67b (down 3.7% from 1Q 2022). Profit margin: 4.1% (down from 5.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 2.6% growth forecast for the industry in Germany.
お知らせ • Jun 29Maruwa Unyu Kikan Co.,Ltd. (TSE:9090) agreed to acquire MK Logi Co., Ltd from Masakazu Baba for approximately ¥4070 million.Maruwa Unyu Kikan Co.,Ltd. (TSE:9090) agreed to acquire MK Logi Co., Ltd from Masakazu Baba for approximately ¥4070 million on June 27, 2022. Total shares to be acquired is 200. MK Logi Co., Ltd for year ending September, 2021 has revenues of ¥11,601 million, total assets of ¥3972 million and net assets of ¥372 million. Transaction is expected to close on July 29, 2022.
お知らせ • Jun 25Maruwa Unyu Kikan Co.,Ltd. to Report Q1, 2023 Results on Aug 01, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022
お知らせ • May 27+ 1 more updateMaruwa Unyu Kikan Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Year Ending March 31, 2023Maruwa Unyu Kikan Co.,Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and year ending March 31, 2023. For the six months, the company expects net sales of JPY 81,380 million, operating profit of JPY 4,720 million, profit attributable to owners of parent of JPY 3,250 million and earnings per share of JPY 25.85.For the year, the company expects net sales of JPY 171,500 million, operating profit of JPY 11,130 million, profit attributable to owners of parent of JPY 7,380 million and earnings per share of JPY 58.69.
お知らせ • May 12Maruwa Unyu Kikan Co.,Ltd., Annual General Meeting, Jun 27, 2022Maruwa Unyu Kikan Co.,Ltd., Annual General Meeting, Jun 27, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥48.72 (vs JP¥43.60 in FY 2021)Full year 2022 results: EPS: JP¥48.72 (up from JP¥43.60 in FY 2021). Revenue: JP¥133.0b (up 19% from FY 2021). Net income: JP¥6.13b (up 11% from FY 2021). Profit margin: 4.6% (down from 4.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. No independent directors (11 non-independent directors). Executive Officer, GM of Finance Division, Manager of Finance Division & Director Hiroshi Tanaka was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Maruwa Unyu Kikan Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Board Change • Apr 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Executive Officer, GM of Finance Division, Manager of Finance Division & Director Hiroshi Tanaka was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
