View ValuationDuskin 将来の成長Future 基準チェック /16Duskin利益と収益がそれぞれ年間3.9%と3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6% 3.9%なると予測されています。主要情報3.9%収益成長率3.91%EPS成長率Commercial Services 収益成長5.9%収益成長率3.0%将来の株主資本利益率6.01%アナリストカバレッジLow最終更新日05 Jun 2026今後の成長に関する最新情報Price Target Changed • May 29Price target increased by 9.3% to JP¥4,700Up from JP¥4,300, the current price target is provided by 1 analyst. New target price is 17% above last closing price of JP¥4,015. Stock is up 7.2% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥195 last year.Price Target Changed • Dec 01Price target increased by 43% to JP¥4,300Up from JP¥3,000, the current price target is provided by 1 analyst. New target price is 7.7% above last closing price of JP¥3,992. Stock is up 6.5% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥186 last year.お知らせ • Feb 13Duskin Co., Ltd. Provides Consolidated Earnings Guidance for Fiscal Year Ending March 31, 2025Duskin Co., Ltd. provided consolidated earnings guidance for fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 190,300 million, operating profit of JPY 7,700 million, profit attributable to owners of the parent of JPY 8,600 and profit per share of JPY 180.06 per share.Major Estimate Revision • Nov 26Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥208 to JP¥186 per share. Revenue forecast steady at JP¥188.9b. Net income forecast to grow 71% next year vs 14% growth forecast for Commercial Services industry in Japan. Consensus price target of JP¥2,900 unchanged from last update. Share price was steady at JP¥3,802 over the past week.Major Estimate Revision • May 29Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥182.4b to JP¥185.9b. EPS estimate increased from JP¥188 to JP¥208 per share. Net income forecast to grow 119% next year vs 8.2% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥2,700 to JP¥2,900. Share price rose 7.6% to JP¥3,575 over the past week.Price Target Changed • May 28Price target increased by 12% to JP¥2,900Up from JP¥2,600, the current price target is provided by 1 analyst. New target price is 19% below last closing price of JP¥3,567. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥208 for next year compared to JP¥95.01 last year.すべての更新を表示Recent updatesナラティブの更新 • Jun 05Two solid earnings pillars emergingQ4 FY3/26 results update Sustained earnings momentum – The key takeaway for FY3/26 results is that Duskin is on the right trajectory to improve returns, with record-high segment profitability at the Food Group and the Direct Selling Group showing a convincing moderation in earnings decline. The outlook for FY3/27 is for continued progress, particularly with relatively low YoY hurdles for the Direct Selling Group, which had booked upfront costs related to case-equipped mop cleaners; we believe the Food Group will continue to generate high returns despite one-time IT system costs.Price Target Changed • May 29Price target increased by 9.3% to JP¥4,700Up from JP¥4,300, the current price target is provided by 1 analyst. New target price is 17% above last closing price of JP¥4,015. Stock is up 7.2% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥195 last year.Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥195 (up from JP¥186 in FY 2025). Revenue: JP¥194.6b (up 3.1% from FY 2025). Net income: JP¥9.18b (up 4.2% from FY 2025). Profit margin: 4.7% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.ライブニュース • May 17Duskin Targets Higher Dividend and Expands Into Childcare and Mobility Services for FY2026Duskin plans to lift its annual dividend to 118 yen per share for FY2025, aligning payouts more closely with performance under its Medium-Term Business Plan 2028. The company reports higher sales and profits for FY2025, with improved margins, equity ratio and cash flow, and signals an intent to streamline subsidiaries to refine its business portfolio. Management expects modest growth in FY2026 and is moving to amend the Articles of Incorporation to extend activities into childcare, sitter services, nursing care taxi operations and broader passenger transportation and community-support services. Taken together, the higher dividend and expanded business scope point to a company that is using a stronger balance sheet to both reward shareholders and open up new revenue avenues in adjacent service areas. The planned move into childcare and mobility-related services adds execution and regulatory risk, so it is worth tracking how much capital Duskin allocates to these newer fields compared with its established cleaning and environmental hygiene operations.お知らせ • May 15Duskin Co., Ltd., Annual General Meeting, Jun 19, 2026Duskin Co., Ltd., Annual General Meeting, Jun 19, 2026.お知らせ • Apr 10Duskin Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Duskin Co., Ltd. announced that they will report fiscal year 2026 results at 9:00 AM, Tokyo Standard Time on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥84.33 (vs JP¥97.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥84.33 (down from JP¥97.76 in 3Q 2025). Revenue: JP¥51.7b (up 2.5% from 3Q 2025). Net income: JP¥3.97b (down 14% from 3Q 2025). Profit margin: 7.7% (down from 9.1% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 14% per year.お知らせ • Dec 24Duskin Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Duskin Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026Declared Dividend • Dec 09First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (140% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Dec 01Price target increased by 43% to JP¥4,300Up from JP¥3,000, the current price target is provided by 1 analyst. New target price is 7.7% above last closing price of JP¥3,992. Stock is up 6.5% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥186 last year.分析記事 • Nov 22Duskin's (TSE:4665) Earnings Are Weaker Than They SeemDuskin Co., Ltd.'s ( TSE:4665 ) stock was strong after they recently reported robust earnings. We did some analysis and...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥50.42 (vs JP¥41.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥50.42 (up from JP¥41.57 in 2Q 2025). Revenue: JP¥47.8b (up 2.8% from 2Q 2025). Net income: JP¥2.37b (up 20% from 2Q 2025). Profit margin: 5.0% (up from 4.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 9% per year.分析記事 • Sep 24Duskin (TSE:4665) Has Affirmed Its Dividend Of ¥50.00Duskin Co., Ltd.'s ( TSE:4665 ) investors are due to receive a payment of ¥50.00 per share on 9th of December. The...お知らせ • Sep 23Duskin Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Duskin Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 58% and the cash payout ratio is 80%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥40.02 (vs JP¥31.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥40.02 (up from JP¥31.46 in 1Q 2025). Revenue: JP¥47.3b (up 4.6% from 1Q 2025). Net income: JP¥1.88b (up 24% from 1Q 2025). Profit margin: 4.0% (up from 3.3% in 1Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 24Duskin (TSE:4665) Will Pay A Dividend Of ¥50.00The board of Duskin Co., Ltd. ( TSE:4665 ) has announced that it will pay a dividend of ¥50.00 per share on the 9th of...分析記事 • Jul 10Duskin's (TSE:4665) Dividend Will Be ¥50.00The board of Duskin Co., Ltd. ( TSE:4665 ) has announced that it will pay a dividend on the 9th of December, with...Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥186 (up from JP¥95.01 in FY 2024). Revenue: JP¥188.8b (up 5.6% from FY 2024). Net income: JP¥8.81b (up 93% from FY 2024). Profit margin: 4.7% (up from 2.6% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Jun 23Duskin Co., Ltd. Appoints Nobuko Sekiguchi as DirectorDuskin Co., Ltd. at its AGM held on June 20, 2025, approved Election of Nobuko Sekiguchi as director.お知らせ • Jun 18Duskin Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Duskin Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025New Risk • Jun 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.分析記事 • May 23Duskin's (TSE:4665) Earnings Are Of Questionable QualityDuskin Co., Ltd. ( TSE:4665 ) announced strong profits, but the stock was stagnant. We did some digging, and we found...Reported Earnings • May 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥186 (up from JP¥95.01 in FY 2024). Revenue: JP¥188.8b (up 5.6% from FY 2024). Net income: JP¥8.81b (up 93% from FY 2024). Profit margin: 4.7% (up from 2.6% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • May 15Duskin Co., Ltd., Annual General Meeting, Jun 20, 2025Duskin Co., Ltd., Annual General Meeting, Jun 20, 2025.分析記事 • Apr 15Returns On Capital At Duskin (TSE:4665) Have StalledFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 57% and the cash payout ratio is 97%. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).お知らせ • Mar 19Duskin Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Duskin Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025お知らせ • Feb 13Duskin Co., Ltd. Provides Consolidated Earnings Guidance for Fiscal Year Ending March 31, 2025Duskin Co., Ltd. provided consolidated earnings guidance for fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 190,300 million, operating profit of JPY 7,700 million, profit attributable to owners of the parent of JPY 8,600 and profit per share of JPY 180.06 per share.Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥97.76 (vs JP¥42.55 in 3Q 2024)Third quarter 2025 results: EPS: JP¥97.76 (up from JP¥42.55 in 3Q 2024). Revenue: JP¥50.5b (up 3.2% from 3Q 2024). Net income: JP¥4.60b (up 125% from 3Q 2024). Profit margin: 9.1% (up from 4.2% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Dec 20Duskin Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Duskin Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025Declared Dividend • Dec 10First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not adequately covered by cash flows (97% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Nov 26Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥208 to JP¥186 per share. Revenue forecast steady at JP¥188.9b. Net income forecast to grow 71% next year vs 14% growth forecast for Commercial Services industry in Japan. Consensus price target of JP¥2,900 unchanged from last update. Share price was steady at JP¥3,802 over the past week.分析記事 • Nov 21We Think Duskin's (TSE:4665) Solid Earnings Are UnderstatedDuskin Co., Ltd.'s ( TSE:4665 ) solid earnings announcement recently didn't do much to the stock price. We did some...Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥41.57 (vs JP¥20.18 in 2Q 2024)Second quarter 2025 results: EPS: JP¥41.57 (up from JP¥20.18 in 2Q 2024). Revenue: JP¥46.5b (up 10% from 2Q 2024). Net income: JP¥1.98b (up 104% from 2Q 2024). Profit margin: 4.3% (up from 2.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.分析記事 • Nov 06Duskin Co., Ltd. (TSE:4665) Shares Could Be 36% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Duskin is JP¥5,853 based on 2 Stage Free Cash Flow to Equity Current share...お知らせ • Sep 21Duskin Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024Duskin Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).分析記事 • Aug 27Getting In Cheap On Duskin Co., Ltd. (TSE:4665) Might Be DifficultDuskin Co., Ltd.'s ( TSE:4665 ) price-to-earnings (or "P/E") ratio of 41.5x might make it look like a strong sell right...Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥31.46 (vs JP¥34.73 in 1Q 2024)First quarter 2025 results: EPS: JP¥31.46 (down from JP¥34.73 in 1Q 2024). Revenue: JP¥45.2b (up 3.6% from 1Q 2024). Net income: JP¥1.51b (down 9.9% from 1Q 2024). Profit margin: 3.3% (down from 3.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it covered by cash flows (182% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.7% to bring the payout ratio under control. EPS is expected to grow by 80% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jun 27Duskin Co., Ltd. Approves Board and Committee AppointmentsDuskin Co., Ltd. at its Ordinary General Meeting of Shareholders held on June 26, 2024, approved the appointment of Rie Nakagawa as member of board of director and elected Hideyuki Naito, Koji Tsukamoto, Ichiro Sakamoto, Seiichiro Yamamoto as Members of the Audit and Supervisory Board.お知らせ • Jun 19Duskin Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Duskin Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024Major Estimate Revision • May 29Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥182.4b to JP¥185.9b. EPS estimate increased from JP¥188 to JP¥208 per share. Net income forecast to grow 119% next year vs 8.2% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥2,700 to JP¥2,900. Share price rose 7.6% to JP¥3,575 over the past week.Price Target Changed • May 28Price target increased by 12% to JP¥2,900Up from JP¥2,600, the current price target is provided by 1 analyst. New target price is 19% below last closing price of JP¥3,567. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥208 for next year compared to JP¥95.01 last year.お知らせ • May 24Duskin Co., Ltd. (TSE:4665) announces an Equity Buyback for 1,562,500 shares, representing 3.23% for ¥5,000 million.Duskin Co., Ltd. (TSE:4665) announces a share repurchase program. Under the program, the company will repurchase up to 1,562,500 shares, representing 3.23% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to improve capital efficiency, enhance shareholder returns, and enable flexible capital policies in response to changes in the business environment. The program will continue through April 30, 2025. As of April 30, 2024, the company had 48,427,808 issued shares (excluding treasury stock) and 1,572,192 treasury shares.分析記事 • May 23Duskin's (TSE:4665) Soft Earnings Are Actually Better Than They AppearThe market for Duskin Co., Ltd.'s ( TSE:4665 ) shares didn't move much after it posted weak earnings recently. We think...Reported Earnings • May 20Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥95.01 (down from JP¥146 in FY 2023). Revenue: JP¥178.8b (up 4.9% from FY 2023). Net income: JP¥4.57b (down 36% from FY 2023). Profit margin: 2.6% (down from 4.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • May 17Duskin Co., Ltd., Annual General Meeting, Jun 26, 2024Duskin Co., Ltd., Annual General Meeting, Jun 26, 2024.Board Change • Apr 10Less 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 Fumi Musashi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 20Duskin Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Duskin Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024お知らせ • Feb 01Duskin Co., Ltd. (TSE:4665) completed the acquisition of Kenko Saien Co., Ltd.Duskin Co., Ltd. (TSE:4665) entered into share purchase agreement to acquire Kenko Saien Co., Ltd. on November 30, 2023. Post the completion of the acquisition, Kenko Saien will become a wholly owned subsidiary of Duskin. The acquisition is scheduled to complete on January 31, 2024. Duskin Co., Ltd. (TSE:4665) completed the acquisition of Kenko Saien Co., Ltd. on January 31, 2024.お知らせ • Jan 11Duskin Co., Ltd. Announces the Impact of the 2024 Noto Peninsula EarthquakeDuskin Co., Ltd. announced the impact of the 2024 Noto Peninsula Earthquake. The Company, some of its subsidiaries and some franchise shops suffered damage. Wakura Duskin Co., Ltd., one of the Company's subsidiary plants, has suspended operations due to damage to the building and equipment. Wakura Duskin is located in Okuhara-machi, Nanao-shi, Ishikawa. To maintain product supply, the company plan to use substitute plants in neighboring prefectures and temporary facilities for Wakura Duskin. Two Mister Donut franchise shops have suspended operations due to damage to shop facilities, disrupted water supply, and inaccessibility to the premises. Of the two shops, one is scheduled to reopen soon, whereas it is unknown when the other shop will open again.お知らせ • Dec 27Duskin Co., Ltd. Announces Personnel ChangeDuskin Co., Ltd. announced that it has approved a personnel change at the Board Meeting held on December 27, 2023, Toshihiro Kawamata New position General Manager, Tohoku Regional Office, Sales & Operations, Direct Selling Group. Current position Section Chief, Franchise Support & Administration, Tohoku Regional Office, Sales & Operations, Direct Selling Group.お知らせ • Dec 20Duskin Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Duskin Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Price Target Changed • Nov 27Price target increased by 8.0% to JP¥2,700Up from JP¥2,500, the current price target is provided by 1 analyst. New target price is 16% below last closing price of JP¥3,200. Stock is up 6.7% over the past year. The company is forecast to post earnings per share of JP¥94.25 for next year compared to JP¥146 last year.Reported Earnings • Nov 09Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: JP¥20.18 (down from JP¥50.00 in 2Q 2023). Revenue: JP¥42.2b (up 3.0% from 2Q 2023). Net income: JP¥970.0m (down 61% from 2Q 2023). Profit margin: 2.3% (down from 6.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% 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 • Nov 09+ 1 more updateDuskin Co., Ltd. Decides Commemorative Dividend the Year-End Dividend for Fiscal Year 2023Duskin Co., Ltd. has decided to pay a commemorative dividend of JPY 20 per share as part of the year-end dividend for fiscal year 2023.お知らせ • Oct 31Duskin Co., Ltd. Revises Consolidated and Non Consolidated Earnings Guidance for the Six Months Ended September 30, 2023Duskin Co., Ltd. revises consolidated and non consolidated earnings guidance for the six months ended September 30, 2023. On consolidated basis, the company now expects Net sales of JPY 85,800 million, Operating profit of JPY 2,900 million and Profit attributable to owners of parent of JPY 2,700 million or JPY 56.18 against previous forecast of Net sales of JPY 86,200 million, Operating profit of JPY 2,300 million and Profit attributable to owners of parent of JPY 2,000 million or JPY 41.24.On non-consolidated basis, the company now expects Net sales of JPY 70,000 million, Operating profit of JPY 1,800 million and Profit of JPY 4,000 million or JPY 83.23 against previous forecast of Net sales of JPY 68,500 million, Operating profit of JPY 900 million and Profit attributable to owners of parent of JPY 3,200 million or JPY 65.98.Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 81%. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).お知らせ • Sep 14Duskin Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Duskin Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: JP¥34.73 (vs JP¥41.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥34.73 (down from JP¥41.65 in 1Q 2023). Revenue: JP¥43.6b (up 6.6% from 1Q 2023). Net income: JP¥1.68b (down 19% from 1Q 2023). Profit margin: 3.8% (down from 5.0% 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 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 27Duskin Co., Ltd. Announces Change of Representative DirectorDuskin Co., Ltd. announced that its Board of Directors held on June 23, 2023, has approved a change of a Representative Director. Reason: Change in management structure. Change (As of June 23, 2023): Teruji Yamamura from current position as Representative Director and Chairman to new position as Board Director and Chairman.お知らせ • Jun 16Duskin Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Duskin Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Price Target Changed • May 26Price target increased by 8.3% to JP¥2,600Up from JP¥2,400, the current price target is provided by 1 analyst. New target price is 18% below last closing price of JP¥3,190. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥113 for next year compared to JP¥146 last year.お知らせ • May 17Duskin Co., Ltd., Annual General Meeting, Jun 23, 2023Duskin Co., Ltd., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 17Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥146 (down from JP¥165 in FY 2022). Revenue: JP¥170.5b (up 4.5% from FY 2022). Net income: JP¥7.20b (down 12% from FY 2022). Profit margin: 4.2% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥41.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥62.09 (vs JP¥64.64 in 3Q 2022)Third quarter 2023 results: EPS: JP¥62.09 (down from JP¥64.64 in 3Q 2022). Revenue: JP¥46.3b (up 7.4% from 3Q 2022). Net income: JP¥3.06b (down 3.4% from 3Q 2022). Profit margin: 6.6% (down from 7.4% 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 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Dec 04Duskin Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Duskin Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Price Target Changed • Nov 25Price target increased to JP¥2,500Up from JP¥2,300, the current price target is provided by 1 analyst. New target price is 18% below last closing price of JP¥3,035. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥138 for next year compared to JP¥165 last year.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥50.00 (vs JP¥58.55 in 2Q 2022)Second quarter 2023 results: EPS: JP¥50.00 (down from JP¥58.55 in 2Q 2022). Revenue: JP¥41.0b (flat on 2Q 2022). Net income: JP¥2.47b (down 15% from 2Q 2022). Profit margin: 6.0% (down from 7.1% in 2Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Chairman Teruji Yamamura is the most experienced director on the board, commencing their role in 2009. Independent Outside Director Fumi Musashi was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥50.00 (vs JP¥58.55 in 2Q 2022)Second quarter 2023 results: EPS: JP¥50.00 (down from JP¥58.55 in 2Q 2022). Revenue: JP¥41.0b (flat on 2Q 2022). Net income: JP¥2.47b (down 15% from 2Q 2022). Profit margin: 6.0% (down from 7.1% in 2Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 09+ 4 more updatesDuskin Co., Ltd. (TSE:4665) agreed to acquire a 15% stake in Qracian Co., Ltd.Duskin Co., Ltd. (TSE:4665) agreed to acquire a 15% stake in Qracian Co., Ltd. on November 8, 2022. The transaction is expected to close on November 30, 2022.お知らせ • Nov 02Duskin Co., Ltd. Revises Consolidated and Non-Consolidated Earnings Guidance for the Six Months Ended September 30, 2022Duskin Co., Ltd. revised consolidated and non-consolidated earnings guidance for the six months ended September 30, 2022. For the period, on consolidated basis, the company expects net sales to be ¥81,900 million, operating profit of ¥5,300 million compared to previous guidance of ¥4,000 million, profit attributable to owners of parent of ¥4,400 million compared to previous guidance of ¥3,500 million, profit per share of ¥89.01 compared to previous guidance of ¥70.80.For the period, on non-consolidated basis, the company expects net sales to be ¥66,300 million compared to previous guidance of ¥65,900 million, operating profit of ¥3,900 million compared to previous guidance of ¥2,600 million, profit attributable to owners of parent of ¥5,700 million compared to previous guidance of ¥3,900 million, profit per share of ¥115.30 compared to previous guidance of ¥78.89.Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).お知らせ • Sep 16Duskin Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022Duskin Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥41.65 (vs JP¥45.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥41.65 (down from JP¥45.86 in 1Q 2022). Revenue: JP¥40.9b (up 3.7% from 1Q 2022). Net income: JP¥2.06b (down 9.0% from 1Q 2022). Profit margin: 5.0% (down from 5.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.8%, compared to a 5.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 29Duskin Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Duskin Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022お知らせ • May 18Duskin Co., Ltd., Annual General Meeting, Jun 23, 2022Duskin Co., Ltd., Annual General Meeting, Jun 23, 2022.Reported Earnings • May 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥165 (up from JP¥57.17 in FY 2021). Revenue: JP¥163.2b (up 6.1% from FY 2021). Net income: JP¥8.13b (up 188% from FY 2021). Profit margin: 5.0% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 2.0%. Over the next year, revenue is forecast to stay flat compared to a 2.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buying Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be JP¥3,444, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 0.6% per annum. Earnings is forecast to decline by 0.4% per annum over the same time period.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Yukiko Tsujimoto was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 08Duskin Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Duskin Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).Reported Earnings • Feb 09Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥64.64 (up from JP¥50.10 in 3Q 2021). Revenue: JP¥43.1b (up 3.4% from 3Q 2021). Net income: JP¥3.17b (up 28% from 3Q 2021). Profit margin: 7.4% (up from 5.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Over the next year, revenue is forecast to stay flat compared to a 2.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥58.55 (vs JP¥36.05 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥40.8b (up 7.3% from 2Q 2021). Net income: JP¥2.91b (up 64% from 2Q 2021). Profit margin: 7.1% (up from 4.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥57.17 (vs JP¥110 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥153.8b (down 3.4% from FY 2020). Net income: JP¥2.82b (down 50% from FY 2020). Profit margin: 1.8% (down from 3.5% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 11% 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.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥57.17 (vs JP¥110 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥153.8b (down 3.4% from FY 2020). Net income: JP¥2.82b (down 50% from FY 2020). Profit margin: 1.8% (down from 3.5% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).業績と収益の成長予測TSE:4665 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029212,95010,3955,15018,29023/31/2028207,4559,9604,63017,42023/31/2027202,1309,7605,35018,21023/31/2026194,5549,1803,65813,792N/A12/31/2025193,3858,930N/AN/AN/A9/30/2025192,1429,5663,86214,525N/A6/30/2025190,8519,160N/AN/AN/A3/31/2025188,7918,8086,79016,683N/A12/31/2024186,2647,972N/AN/AN/A9/30/2024184,6885,4165,80614,259N/A6/30/2024180,3674,408N/AN/AN/A3/31/2024178,7824,5742,11011,093N/A12/31/2023177,0654,296N/AN/AN/A9/30/2023174,4025,3113,96212,686N/A6/30/2023173,1856,815N/AN/AN/A3/31/2023170,4947,1965,68912,061N/A12/31/2022168,0967,383N/AN/AN/A9/30/2022164,9107,4909,62615,339N/A6/30/2022164,6897,928N/AN/AN/A3/31/2022163,2108,13213,94919,596N/A12/31/2021161,3297,299N/AN/AN/A9/30/2021159,9236,60311,09917,922N/A6/30/2021157,1505,470N/AN/AN/A3/31/2021153,7702,8212,74810,103N/A12/31/2020153,1693,918N/AN/AN/A9/30/2020154,0054,2011,3257,160N/A6/30/2020155,8824,012N/AN/AN/A3/31/2020159,1025,5912,6838,850N/A12/31/2019159,3996,083N/AN/AN/A9/30/2019159,5055,373N/A9,942N/A6/30/2019158,5995,329N/AN/AN/A3/31/2019158,6995,984N/A13,606N/A12/31/2018159,0295,104N/AN/AN/A9/30/2018159,1165,148N/A13,242N/A6/30/2018160,2145,561N/AN/AN/A3/31/2018161,0315,324N/A13,111N/A12/31/2017161,1745,606N/AN/AN/A9/30/2017161,0555,783N/A15,330N/A6/30/2017161,4785,468N/AN/AN/A3/31/2017161,8804,318N/A15,803N/A12/31/2016163,6123,530N/AN/AN/A9/30/2016163,7643,126N/A14,684N/A6/30/2016164,8082,528N/AN/AN/A3/31/2016165,2032,983N/A11,199N/A12/31/2015165,0533,867N/AN/AN/A9/30/2015166,8863,934N/A12,189N/A6/30/2015167,3943,926N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4665の予測収益成長率 (年間3.9% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 4665の収益 ( 3.9% ) JP市場 ( 9.5% ) よりも低い成長が予測されています。高成長収益: 4665の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 4665の収益 ( 3% ) JP市場 ( 6.4% ) よりも低い成長が予測されています。高い収益成長: 4665の収益 ( 3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4665の 自己資本利益率 は、3年後には低くなると予測されています ( 6 %)。成長企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/19 21:08終値2026/06/19 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Duskin Co., Ltd. 2 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。3 アナリスト機関null nullAstris Advisory Japan, K.K.Jiro KojimaDaiwa Securities Co. Ltd.Katsumi AraiMorgan Stanley
Price Target Changed • May 29Price target increased by 9.3% to JP¥4,700Up from JP¥4,300, the current price target is provided by 1 analyst. New target price is 17% above last closing price of JP¥4,015. Stock is up 7.2% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥195 last year.
Price Target Changed • Dec 01Price target increased by 43% to JP¥4,300Up from JP¥3,000, the current price target is provided by 1 analyst. New target price is 7.7% above last closing price of JP¥3,992. Stock is up 6.5% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥186 last year.
お知らせ • Feb 13Duskin Co., Ltd. Provides Consolidated Earnings Guidance for Fiscal Year Ending March 31, 2025Duskin Co., Ltd. provided consolidated earnings guidance for fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 190,300 million, operating profit of JPY 7,700 million, profit attributable to owners of the parent of JPY 8,600 and profit per share of JPY 180.06 per share.
Major Estimate Revision • Nov 26Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥208 to JP¥186 per share. Revenue forecast steady at JP¥188.9b. Net income forecast to grow 71% next year vs 14% growth forecast for Commercial Services industry in Japan. Consensus price target of JP¥2,900 unchanged from last update. Share price was steady at JP¥3,802 over the past week.
Major Estimate Revision • May 29Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥182.4b to JP¥185.9b. EPS estimate increased from JP¥188 to JP¥208 per share. Net income forecast to grow 119% next year vs 8.2% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥2,700 to JP¥2,900. Share price rose 7.6% to JP¥3,575 over the past week.
Price Target Changed • May 28Price target increased by 12% to JP¥2,900Up from JP¥2,600, the current price target is provided by 1 analyst. New target price is 19% below last closing price of JP¥3,567. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥208 for next year compared to JP¥95.01 last year.
ナラティブの更新 • Jun 05Two solid earnings pillars emergingQ4 FY3/26 results update Sustained earnings momentum – The key takeaway for FY3/26 results is that Duskin is on the right trajectory to improve returns, with record-high segment profitability at the Food Group and the Direct Selling Group showing a convincing moderation in earnings decline. The outlook for FY3/27 is for continued progress, particularly with relatively low YoY hurdles for the Direct Selling Group, which had booked upfront costs related to case-equipped mop cleaners; we believe the Food Group will continue to generate high returns despite one-time IT system costs.
Price Target Changed • May 29Price target increased by 9.3% to JP¥4,700Up from JP¥4,300, the current price target is provided by 1 analyst. New target price is 17% above last closing price of JP¥4,015. Stock is up 7.2% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥195 last year.
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥195 (up from JP¥186 in FY 2025). Revenue: JP¥194.6b (up 3.1% from FY 2025). Net income: JP¥9.18b (up 4.2% from FY 2025). Profit margin: 4.7% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
ライブニュース • May 17Duskin Targets Higher Dividend and Expands Into Childcare and Mobility Services for FY2026Duskin plans to lift its annual dividend to 118 yen per share for FY2025, aligning payouts more closely with performance under its Medium-Term Business Plan 2028. The company reports higher sales and profits for FY2025, with improved margins, equity ratio and cash flow, and signals an intent to streamline subsidiaries to refine its business portfolio. Management expects modest growth in FY2026 and is moving to amend the Articles of Incorporation to extend activities into childcare, sitter services, nursing care taxi operations and broader passenger transportation and community-support services. Taken together, the higher dividend and expanded business scope point to a company that is using a stronger balance sheet to both reward shareholders and open up new revenue avenues in adjacent service areas. The planned move into childcare and mobility-related services adds execution and regulatory risk, so it is worth tracking how much capital Duskin allocates to these newer fields compared with its established cleaning and environmental hygiene operations.
お知らせ • May 15Duskin Co., Ltd., Annual General Meeting, Jun 19, 2026Duskin Co., Ltd., Annual General Meeting, Jun 19, 2026.
お知らせ • Apr 10Duskin Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Duskin Co., Ltd. announced that they will report fiscal year 2026 results at 9:00 AM, Tokyo Standard Time on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥84.33 (vs JP¥97.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥84.33 (down from JP¥97.76 in 3Q 2025). Revenue: JP¥51.7b (up 2.5% from 3Q 2025). Net income: JP¥3.97b (down 14% from 3Q 2025). Profit margin: 7.7% (down from 9.1% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Dec 24Duskin Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Duskin Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
Declared Dividend • Dec 09First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (140% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Dec 01Price target increased by 43% to JP¥4,300Up from JP¥3,000, the current price target is provided by 1 analyst. New target price is 7.7% above last closing price of JP¥3,992. Stock is up 6.5% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥186 last year.
分析記事 • Nov 22Duskin's (TSE:4665) Earnings Are Weaker Than They SeemDuskin Co., Ltd.'s ( TSE:4665 ) stock was strong after they recently reported robust earnings. We did some analysis and...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥50.42 (vs JP¥41.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥50.42 (up from JP¥41.57 in 2Q 2025). Revenue: JP¥47.8b (up 2.8% from 2Q 2025). Net income: JP¥2.37b (up 20% from 2Q 2025). Profit margin: 5.0% (up from 4.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 9% per year.
分析記事 • Sep 24Duskin (TSE:4665) Has Affirmed Its Dividend Of ¥50.00Duskin Co., Ltd.'s ( TSE:4665 ) investors are due to receive a payment of ¥50.00 per share on 9th of December. The...
お知らせ • Sep 23Duskin Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Duskin Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 58% and the cash payout ratio is 80%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥40.02 (vs JP¥31.46 in 1Q 2025)First quarter 2026 results: EPS: JP¥40.02 (up from JP¥31.46 in 1Q 2025). Revenue: JP¥47.3b (up 4.6% from 1Q 2025). Net income: JP¥1.88b (up 24% from 1Q 2025). Profit margin: 4.0% (up from 3.3% in 1Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 24Duskin (TSE:4665) Will Pay A Dividend Of ¥50.00The board of Duskin Co., Ltd. ( TSE:4665 ) has announced that it will pay a dividend of ¥50.00 per share on the 9th of...
分析記事 • Jul 10Duskin's (TSE:4665) Dividend Will Be ¥50.00The board of Duskin Co., Ltd. ( TSE:4665 ) has announced that it will pay a dividend on the 9th of December, with...
Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥186 (up from JP¥95.01 in FY 2024). Revenue: JP¥188.8b (up 5.6% from FY 2024). Net income: JP¥8.81b (up 93% from FY 2024). Profit margin: 4.7% (up from 2.6% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Jun 23Duskin Co., Ltd. Appoints Nobuko Sekiguchi as DirectorDuskin Co., Ltd. at its AGM held on June 20, 2025, approved Election of Nobuko Sekiguchi as director.
お知らせ • Jun 18Duskin Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Duskin Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
New Risk • Jun 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
分析記事 • May 23Duskin's (TSE:4665) Earnings Are Of Questionable QualityDuskin Co., Ltd. ( TSE:4665 ) announced strong profits, but the stock was stagnant. We did some digging, and we found...
Reported Earnings • May 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥186 (up from JP¥95.01 in FY 2024). Revenue: JP¥188.8b (up 5.6% from FY 2024). Net income: JP¥8.81b (up 93% from FY 2024). Profit margin: 4.7% (up from 2.6% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • May 15Duskin Co., Ltd., Annual General Meeting, Jun 20, 2025Duskin Co., Ltd., Annual General Meeting, Jun 20, 2025.
分析記事 • Apr 15Returns On Capital At Duskin (TSE:4665) Have StalledFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 57% and the cash payout ratio is 97%. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).
お知らせ • Mar 19Duskin Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Duskin Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
お知らせ • Feb 13Duskin Co., Ltd. Provides Consolidated Earnings Guidance for Fiscal Year Ending March 31, 2025Duskin Co., Ltd. provided consolidated earnings guidance for fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 190,300 million, operating profit of JPY 7,700 million, profit attributable to owners of the parent of JPY 8,600 and profit per share of JPY 180.06 per share.
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥97.76 (vs JP¥42.55 in 3Q 2024)Third quarter 2025 results: EPS: JP¥97.76 (up from JP¥42.55 in 3Q 2024). Revenue: JP¥50.5b (up 3.2% from 3Q 2024). Net income: JP¥4.60b (up 125% from 3Q 2024). Profit margin: 9.1% (up from 4.2% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Dec 20Duskin Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Duskin Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
Declared Dividend • Dec 10First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not adequately covered by cash flows (97% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Nov 26Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥208 to JP¥186 per share. Revenue forecast steady at JP¥188.9b. Net income forecast to grow 71% next year vs 14% growth forecast for Commercial Services industry in Japan. Consensus price target of JP¥2,900 unchanged from last update. Share price was steady at JP¥3,802 over the past week.
分析記事 • Nov 21We Think Duskin's (TSE:4665) Solid Earnings Are UnderstatedDuskin Co., Ltd.'s ( TSE:4665 ) solid earnings announcement recently didn't do much to the stock price. We did some...
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥41.57 (vs JP¥20.18 in 2Q 2024)Second quarter 2025 results: EPS: JP¥41.57 (up from JP¥20.18 in 2Q 2024). Revenue: JP¥46.5b (up 10% from 2Q 2024). Net income: JP¥1.98b (up 104% from 2Q 2024). Profit margin: 4.3% (up from 2.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
分析記事 • Nov 06Duskin Co., Ltd. (TSE:4665) Shares Could Be 36% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Duskin is JP¥5,853 based on 2 Stage Free Cash Flow to Equity Current share...
お知らせ • Sep 21Duskin Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024Duskin Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).
分析記事 • Aug 27Getting In Cheap On Duskin Co., Ltd. (TSE:4665) Might Be DifficultDuskin Co., Ltd.'s ( TSE:4665 ) price-to-earnings (or "P/E") ratio of 41.5x might make it look like a strong sell right...
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥31.46 (vs JP¥34.73 in 1Q 2024)First quarter 2025 results: EPS: JP¥31.46 (down from JP¥34.73 in 1Q 2024). Revenue: JP¥45.2b (up 3.6% from 1Q 2024). Net income: JP¥1.51b (down 9.9% from 1Q 2024). Profit margin: 3.3% (down from 3.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it covered by cash flows (182% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.7% to bring the payout ratio under control. EPS is expected to grow by 80% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jun 27Duskin Co., Ltd. Approves Board and Committee AppointmentsDuskin Co., Ltd. at its Ordinary General Meeting of Shareholders held on June 26, 2024, approved the appointment of Rie Nakagawa as member of board of director and elected Hideyuki Naito, Koji Tsukamoto, Ichiro Sakamoto, Seiichiro Yamamoto as Members of the Audit and Supervisory Board.
お知らせ • Jun 19Duskin Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Duskin Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
Major Estimate Revision • May 29Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥182.4b to JP¥185.9b. EPS estimate increased from JP¥188 to JP¥208 per share. Net income forecast to grow 119% next year vs 8.2% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥2,700 to JP¥2,900. Share price rose 7.6% to JP¥3,575 over the past week.
Price Target Changed • May 28Price target increased by 12% to JP¥2,900Up from JP¥2,600, the current price target is provided by 1 analyst. New target price is 19% below last closing price of JP¥3,567. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥208 for next year compared to JP¥95.01 last year.
お知らせ • May 24Duskin Co., Ltd. (TSE:4665) announces an Equity Buyback for 1,562,500 shares, representing 3.23% for ¥5,000 million.Duskin Co., Ltd. (TSE:4665) announces a share repurchase program. Under the program, the company will repurchase up to 1,562,500 shares, representing 3.23% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to improve capital efficiency, enhance shareholder returns, and enable flexible capital policies in response to changes in the business environment. The program will continue through April 30, 2025. As of April 30, 2024, the company had 48,427,808 issued shares (excluding treasury stock) and 1,572,192 treasury shares.
分析記事 • May 23Duskin's (TSE:4665) Soft Earnings Are Actually Better Than They AppearThe market for Duskin Co., Ltd.'s ( TSE:4665 ) shares didn't move much after it posted weak earnings recently. We think...
Reported Earnings • May 20Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥95.01 (down from JP¥146 in FY 2023). Revenue: JP¥178.8b (up 4.9% from FY 2023). Net income: JP¥4.57b (down 36% from FY 2023). Profit margin: 2.6% (down from 4.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • May 17Duskin Co., Ltd., Annual General Meeting, Jun 26, 2024Duskin Co., Ltd., Annual General Meeting, Jun 26, 2024.
Board Change • Apr 10Less 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 Fumi Musashi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 20Duskin Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Duskin Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
お知らせ • Feb 01Duskin Co., Ltd. (TSE:4665) completed the acquisition of Kenko Saien Co., Ltd.Duskin Co., Ltd. (TSE:4665) entered into share purchase agreement to acquire Kenko Saien Co., Ltd. on November 30, 2023. Post the completion of the acquisition, Kenko Saien will become a wholly owned subsidiary of Duskin. The acquisition is scheduled to complete on January 31, 2024. Duskin Co., Ltd. (TSE:4665) completed the acquisition of Kenko Saien Co., Ltd. on January 31, 2024.
お知らせ • Jan 11Duskin Co., Ltd. Announces the Impact of the 2024 Noto Peninsula EarthquakeDuskin Co., Ltd. announced the impact of the 2024 Noto Peninsula Earthquake. The Company, some of its subsidiaries and some franchise shops suffered damage. Wakura Duskin Co., Ltd., one of the Company's subsidiary plants, has suspended operations due to damage to the building and equipment. Wakura Duskin is located in Okuhara-machi, Nanao-shi, Ishikawa. To maintain product supply, the company plan to use substitute plants in neighboring prefectures and temporary facilities for Wakura Duskin. Two Mister Donut franchise shops have suspended operations due to damage to shop facilities, disrupted water supply, and inaccessibility to the premises. Of the two shops, one is scheduled to reopen soon, whereas it is unknown when the other shop will open again.
お知らせ • Dec 27Duskin Co., Ltd. Announces Personnel ChangeDuskin Co., Ltd. announced that it has approved a personnel change at the Board Meeting held on December 27, 2023, Toshihiro Kawamata New position General Manager, Tohoku Regional Office, Sales & Operations, Direct Selling Group. Current position Section Chief, Franchise Support & Administration, Tohoku Regional Office, Sales & Operations, Direct Selling Group.
お知らせ • Dec 20Duskin Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Duskin Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Price Target Changed • Nov 27Price target increased by 8.0% to JP¥2,700Up from JP¥2,500, the current price target is provided by 1 analyst. New target price is 16% below last closing price of JP¥3,200. Stock is up 6.7% over the past year. The company is forecast to post earnings per share of JP¥94.25 for next year compared to JP¥146 last year.
Reported Earnings • Nov 09Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: JP¥20.18 (down from JP¥50.00 in 2Q 2023). Revenue: JP¥42.2b (up 3.0% from 2Q 2023). Net income: JP¥970.0m (down 61% from 2Q 2023). Profit margin: 2.3% (down from 6.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% 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 • Nov 09+ 1 more updateDuskin Co., Ltd. Decides Commemorative Dividend the Year-End Dividend for Fiscal Year 2023Duskin Co., Ltd. has decided to pay a commemorative dividend of JPY 20 per share as part of the year-end dividend for fiscal year 2023.
お知らせ • Oct 31Duskin Co., Ltd. Revises Consolidated and Non Consolidated Earnings Guidance for the Six Months Ended September 30, 2023Duskin Co., Ltd. revises consolidated and non consolidated earnings guidance for the six months ended September 30, 2023. On consolidated basis, the company now expects Net sales of JPY 85,800 million, Operating profit of JPY 2,900 million and Profit attributable to owners of parent of JPY 2,700 million or JPY 56.18 against previous forecast of Net sales of JPY 86,200 million, Operating profit of JPY 2,300 million and Profit attributable to owners of parent of JPY 2,000 million or JPY 41.24.On non-consolidated basis, the company now expects Net sales of JPY 70,000 million, Operating profit of JPY 1,800 million and Profit of JPY 4,000 million or JPY 83.23 against previous forecast of Net sales of JPY 68,500 million, Operating profit of JPY 900 million and Profit attributable to owners of parent of JPY 3,200 million or JPY 65.98.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 81%. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).
お知らせ • Sep 14Duskin Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Duskin Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023
Reported Earnings • Aug 06First quarter 2024 earnings released: EPS: JP¥34.73 (vs JP¥41.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥34.73 (down from JP¥41.65 in 1Q 2023). Revenue: JP¥43.6b (up 6.6% from 1Q 2023). Net income: JP¥1.68b (down 19% from 1Q 2023). Profit margin: 3.8% (down from 5.0% 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 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 27Duskin Co., Ltd. Announces Change of Representative DirectorDuskin Co., Ltd. announced that its Board of Directors held on June 23, 2023, has approved a change of a Representative Director. Reason: Change in management structure. Change (As of June 23, 2023): Teruji Yamamura from current position as Representative Director and Chairman to new position as Board Director and Chairman.
お知らせ • Jun 16Duskin Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Duskin Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Price Target Changed • May 26Price target increased by 8.3% to JP¥2,600Up from JP¥2,400, the current price target is provided by 1 analyst. New target price is 18% below last closing price of JP¥3,190. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥113 for next year compared to JP¥146 last year.
お知らせ • May 17Duskin Co., Ltd., Annual General Meeting, Jun 23, 2023Duskin Co., Ltd., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 17Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥146 (down from JP¥165 in FY 2022). Revenue: JP¥170.5b (up 4.5% from FY 2022). Net income: JP¥7.20b (down 12% from FY 2022). Profit margin: 4.2% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥41.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥62.09 (vs JP¥64.64 in 3Q 2022)Third quarter 2023 results: EPS: JP¥62.09 (down from JP¥64.64 in 3Q 2022). Revenue: JP¥46.3b (up 7.4% from 3Q 2022). Net income: JP¥3.06b (down 3.4% from 3Q 2022). Profit margin: 6.6% (down from 7.4% 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 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Dec 04Duskin Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Duskin Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Price Target Changed • Nov 25Price target increased to JP¥2,500Up from JP¥2,300, the current price target is provided by 1 analyst. New target price is 18% below last closing price of JP¥3,035. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥138 for next year compared to JP¥165 last year.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥50.00 (vs JP¥58.55 in 2Q 2022)Second quarter 2023 results: EPS: JP¥50.00 (down from JP¥58.55 in 2Q 2022). Revenue: JP¥41.0b (flat on 2Q 2022). Net income: JP¥2.47b (down 15% from 2Q 2022). Profit margin: 6.0% (down from 7.1% in 2Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Chairman Teruji Yamamura is the most experienced director on the board, commencing their role in 2009. Independent Outside Director Fumi Musashi was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥50.00 (vs JP¥58.55 in 2Q 2022)Second quarter 2023 results: EPS: JP¥50.00 (down from JP¥58.55 in 2Q 2022). Revenue: JP¥41.0b (flat on 2Q 2022). Net income: JP¥2.47b (down 15% from 2Q 2022). Profit margin: 6.0% (down from 7.1% in 2Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 09+ 4 more updatesDuskin Co., Ltd. (TSE:4665) agreed to acquire a 15% stake in Qracian Co., Ltd.Duskin Co., Ltd. (TSE:4665) agreed to acquire a 15% stake in Qracian Co., Ltd. on November 8, 2022. The transaction is expected to close on November 30, 2022.
お知らせ • Nov 02Duskin Co., Ltd. Revises Consolidated and Non-Consolidated Earnings Guidance for the Six Months Ended September 30, 2022Duskin Co., Ltd. revised consolidated and non-consolidated earnings guidance for the six months ended September 30, 2022. For the period, on consolidated basis, the company expects net sales to be ¥81,900 million, operating profit of ¥5,300 million compared to previous guidance of ¥4,000 million, profit attributable to owners of parent of ¥4,400 million compared to previous guidance of ¥3,500 million, profit per share of ¥89.01 compared to previous guidance of ¥70.80.For the period, on non-consolidated basis, the company expects net sales to be ¥66,300 million compared to previous guidance of ¥65,900 million, operating profit of ¥3,900 million compared to previous guidance of ¥2,600 million, profit attributable to owners of parent of ¥5,700 million compared to previous guidance of ¥3,900 million, profit per share of ¥115.30 compared to previous guidance of ¥78.89.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.3%).
お知らせ • Sep 16Duskin Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022Duskin Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥41.65 (vs JP¥45.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥41.65 (down from JP¥45.86 in 1Q 2022). Revenue: JP¥40.9b (up 3.7% from 1Q 2022). Net income: JP¥2.06b (down 9.0% from 1Q 2022). Profit margin: 5.0% (down from 5.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.8%, compared to a 5.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 29Duskin Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Duskin Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
お知らせ • May 18Duskin Co., Ltd., Annual General Meeting, Jun 23, 2022Duskin Co., Ltd., Annual General Meeting, Jun 23, 2022.
Reported Earnings • May 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥165 (up from JP¥57.17 in FY 2021). Revenue: JP¥163.2b (up 6.1% from FY 2021). Net income: JP¥8.13b (up 188% from FY 2021). Profit margin: 5.0% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 2.0%. Over the next year, revenue is forecast to stay flat compared to a 2.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buying Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be JP¥3,444, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 0.6% per annum. Earnings is forecast to decline by 0.4% per annum over the same time period.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Yukiko Tsujimoto was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 08Duskin Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Duskin Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).
Reported Earnings • Feb 09Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥64.64 (up from JP¥50.10 in 3Q 2021). Revenue: JP¥43.1b (up 3.4% from 3Q 2021). Net income: JP¥3.17b (up 28% from 3Q 2021). Profit margin: 7.4% (up from 5.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Over the next year, revenue is forecast to stay flat compared to a 2.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥58.55 (vs JP¥36.05 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥40.8b (up 7.3% from 2Q 2021). Net income: JP¥2.91b (up 64% from 2Q 2021). Profit margin: 7.1% (up from 4.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).
Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥57.17 (vs JP¥110 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥153.8b (down 3.4% from FY 2020). Net income: JP¥2.82b (down 50% from FY 2020). Profit margin: 1.8% (down from 3.5% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 11% 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.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥57.17 (vs JP¥110 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥153.8b (down 3.4% from FY 2020). Net income: JP¥2.82b (down 50% from FY 2020). Profit margin: 1.8% (down from 3.5% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).
