Sato（6287）株式概要株式会社サトーコーポレーションは、自動認識ソリューション製品を国内外に提供しています。 詳細6287 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績1/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より34.1%で取引されている 収益は年間13.09%増加すると予測されています 3.27%の安定した配当金を支払う リスク分析利益率(3.1%)は昨年より低い(4.6%) すべてのリスクチェックを見る6287 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,799 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 NarrativeBLINROAG488,799 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥2.45k9.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b190b2016201920222025202620282031Revenue JP¥190.4bEarnings JP¥5.9bAdvancedSet Fair ValueView all narrativesSato Corporation 競合他社ItokiSymbol: TSE:7972Market cap: JP¥134.4bMitsubishi PencilSymbol: TSE:7976Market cap: JP¥145.4bNichibanSymbol: TSE:4218Market cap: JP¥39.0bPilotSymbol: TSE:7846Market cap: JP¥189.7b価格と性能株価の高値、安値、推移の概要Sato過去の株価現在の株価JP¥2,447.0052週高値JP¥2,565.0052週安値JP¥2,053.00ベータ0.511ヶ月の変化7.89%3ヶ月変化11.63%1年変化17.42%3年間の変化27.32%5年間の変化-10.69%IPOからの変化64.60%最新ニュースお知らせ • Jul 03Sato Corporation to Report Q1, 2027 Results on Aug 12, 2026Sato Corporation announced that they will report Q1, 2027 results on Aug 12, 2026Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Executive Officer, VP of Oversees Human Resources & Director Yoshinori Sasahara was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.分析記事 • May 22Investors Can Find Comfort In Sato's (TSE:6287) Earnings QualityShareholders appeared unconcerned with Sato Corporation's ( TSE:6287 ) lackluster earnings report last week. We did...New Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 4.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • May 20Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥157 (down from JP¥220 in FY 2025). Revenue: JP¥163.4b (up 5.6% from FY 2025). Net income: JP¥5.09b (down 29% from FY 2025). Profit margin: 3.1% (down from 4.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 3.1% 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 23% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Sato Corporation, Annual General Meeting, Jun 25, 2026Sato Corporation, Annual General Meeting, Jun 25, 2026.最新情報をもっと見るRecent updatesお知らせ • Jul 03Sato Corporation to Report Q1, 2027 Results on Aug 12, 2026Sato Corporation announced that they will report Q1, 2027 results on Aug 12, 2026Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Executive Officer, VP of Oversees Human Resources & Director Yoshinori Sasahara was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.分析記事 • May 22Investors Can Find Comfort In Sato's (TSE:6287) Earnings QualityShareholders appeared unconcerned with Sato Corporation's ( TSE:6287 ) lackluster earnings report last week. We did...New Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 4.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • May 20Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥157 (down from JP¥220 in FY 2025). Revenue: JP¥163.4b (up 5.6% from FY 2025). Net income: JP¥5.09b (down 29% from FY 2025). Profit margin: 3.1% (down from 4.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 3.1% 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 23% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Sato Corporation, Annual General Meeting, Jun 25, 2026Sato Corporation, Annual General Meeting, Jun 25, 2026.Price Target Changed • May 13Price target increased by 7.7% to JP¥2,800Up from JP¥2,600, the current price target is provided by 1 analyst. New target price is 31% above last closing price of JP¥2,136. Stock is up 4.2% over the past year. The company is forecast to post earnings per share of JP¥205 for next year compared to JP¥220 last year.お知らせ • Apr 14Sato Corporation to Report Fiscal Year 2026 Results on May 15, 2026Sato Corporation announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 14Third quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2026 results: EPS: JP¥63.24 (down from JP¥78.98 in 3Q 2025). Revenue: JP¥43.5b (up 8.4% from 3Q 2025). Net income: JP¥2.05b (down 20% from 3Q 2025). Profit margin: 4.7% (down from 6.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.7% 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 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jan 14Sato Corporation Announces Resignation of Hiroshi Nagumo as External Director, Effective March 31, 2026Sato Corporation announced the resignation of Hiroshi Nagumo as external director. Date of Resignation: March 31, 2026. The resignation is due to personal reasons.お知らせ • Dec 27Sato Corporation to Report Q3, 2026 Results on Feb 12, 2026Sato Corporation announced that they will report Q3, 2026 results on Feb 12, 2026分析記事 • Dec 16Should You Be Adding Sato (TSE:6287) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Declared Dividend • Dec 09First half dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 15Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥56.71 (up from JP¥56.42 in 2Q 2025). Revenue: JP¥40.4b (up 5.2% from 2Q 2025). Net income: JP¥1.84b (flat on 2Q 2025). Profit margin: 4.6% (down from 4.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Revenue is forecast to grow 4.2% 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 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 12+ 1 more updateSato Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sato Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the period, the company now expects now expects net sales of JPY 161,000 million, operating income of JPY 11,000 million, net income attributable to owners of parent of JPY 6,800 million and earnings per share of JPY 209.60 compared previous forecast for net sales of JPY 161.000 million, operating income of JPY 12,500 million, net income attributable to owners of parent of JPY 7,700 million.Price Target Changed • Oct 02Price target increased by 13% to JP¥2,250Up from JP¥2,000, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,173. Stock is up 3.7% over the past year. The company is forecast to post earnings per share of JP¥232 for next year compared to JP¥220 last year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 34% and the cash payout ratio is 87%. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).分析記事 • Sep 01Sato's (TSE:6287) Dividend Will Be ¥38.00Sato Corporation ( TSE:6287 ) will pay a dividend of ¥38.00 on the 9th of December. This makes the dividend yield 3.4...Reported Earnings • Aug 13First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥37.30 (up from JP¥36.93 in 1Q 2025). Revenue: JP¥37.8b (flat on 1Q 2025). Net income: JP¥1.21b (up 1.2% from 1Q 2025). Profit margin: 3.2% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.6%. Revenue is forecast to grow 3.9% 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 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.3% to JP¥2,150. The fair value is estimated to be JP¥1,770, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.分析記事 • Jul 24Sato (TSE:6287) Will Pay A Dividend Of ¥38.00Sato Corporation ( TSE:6287 ) has announced that it will pay a dividend of ¥38.00 per share on the 9th of December...分析記事 • Jul 10Sato (TSE:6287) Is Due To Pay A Dividend Of ¥38.00Sato Corporation's ( TSE:6287 ) investors are due to receive a payment of ¥38.00 per share on 9th of December. This...Declared Dividend • Jul 09Final dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jun 30Now 20% overvaluedOver the last 90 days, the stock has fallen 2.4% to JP¥2,067. The fair value is estimated to be JP¥1,715, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Buy Or Sell Opportunity • May 22Now 22% overvaluedOver the last 90 days, the stock has fallen 3.4% to JP¥2,026. The fair value is estimated to be JP¥1,666, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 5.8% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.お知らせ • May 21Loftware and SATO Corporation Unveil Cloud-Connected Label Printing Solution for Supply Chain Efficiency and AgilityLoftware and SATO Corporation announced the availability of their cloud-connected label printing solution for AEP-equipped SATO printers1. This comes at a time when the adoption of cloud-based technologies is on the rise, with the Loftware/SATO partnership supporting this shift to streamline business processes and enhance supply chain agility. The joint solution, which connects Loftware Cloud with SATO's cloud-connected printers, eliminates printer driver dependencies, allowing IT teams to avoid installation, troubleshooting, updates, and management. This significantly reduces maintenance and support costs, while enabling businesses to print from any PC browser, providing flexibility to scale or adapt operations without technical constraints. It also enhances in-plant labeling for better process control within factories, ensures retail labeling consistency with industry standards, and streamlines third-party logistics (3PL) labeling for seamless integration with logistics providers. Loftware Cloud expands labeling capabilities across internal stakeholders, external suppliers, co-manufacturers, and co-packers, who all play a role in the complex supply chain process. With seamless integration into both on-premise and cloud-based business applications such as ERP, WMS, and PLM, Loftware Cloud optimizes workflows for greater efficiency and accuracy. SATO's cloud-connected printer further enhance this solution with effortless installation and mobility. Simply connecting a LAN cable ensures the printer is ready for immediate use. This plug-and-play functionality makes it easy to relocate printers as needed, giving businesses the flexibility to adapt to changing operational demands.Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥220 (up from JP¥110 in FY 2024). Revenue: JP¥154.8b (up 7.9% from FY 2024). Net income: JP¥7.15b (up 101% from FY 2024). Profit margin: 4.6% (up from 2.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 2.8% 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 increased by 7% per year whereas the company’s share price has increased by 3% per year.お知らせ • May 15Sato Corporation, Annual General Meeting, Jun 25, 2025Sato Corporation, Annual General Meeting, Jun 25, 2025.分析記事 • Apr 15Investors Met With Slowing Returns on Capital At Sato (TSE:6287)What are the early trends we should look for to identify a stock that could multiply in value over the long term...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,791, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Commercial Services industry in Japan. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,078 per share.お知らせ • Mar 29Sato Holdings Corporation to Report Fiscal Year 2025 Results on May 15, 2025Sato Holdings Corporation announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).Major Estimate Revision • Feb 26Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥196 to JP¥217. Revenue forecast steady at JP¥155.0b. Net income forecast to grow 79% next year vs 10% growth forecast for Commercial Services industry in Japan. Consensus price target of JP¥2,200 unchanged from last update. Share price fell 2.9% to JP¥2,044 over the past week.Buy Or Sell Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock has risen 5.4% to JP¥2,223. The fair value is estimated to be JP¥2,829, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 5.5% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥78.98 (vs JP¥86.86 in 3Q 2024)Third quarter 2025 results: EPS: JP¥78.98 (down from JP¥86.86 in 3Q 2024). Revenue: JP¥40.1b (up 6.6% from 3Q 2024). Net income: JP¥2.56b (down 8.9% from 3Q 2024). Profit margin: 6.4% (down from 7.5% in 3Q 2024). 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 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Jan 03Sato Holdings Corporation to Report Q3, 2025 Results on Feb 12, 2025Sato Holdings Corporation announced that they will report Q3, 2025 results on Feb 12, 2025お知らせ • Dec 11+ 2 more updatesSato Holdings Corporation to Report Q4, 2025 Results on May 08, 2025Sato Holdings Corporation announced that they will report Q4, 2025 results on May 08, 2025Declared Dividend • Dec 10First half dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 80% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 27+ 1 more updateSato Holdings Corporation Announces Dividend for the Second Quarter of the Fiscal Year Ending March 31, 2025, Payable on December 9, 2024Sato Holdings Corporation announced dividend for the second quarter of the fiscal year ending March 31, 2025. For the period, the company announced dividend of JPY 37.00 per share against JPY 36.00 per share a year ago. Commencement date of dividend payments is December 9, 2024.分析記事 • Nov 21Statutory Profit Doesn't Reflect How Good Sato Holdings' (TSE:6287) Earnings AreEven though Sato Holdings Corporation's ( TSE:6287 ) recent earnings release was robust, the market didn't seem to...Reported Earnings • Nov 19Second quarter 2025 earnings released: EPS: JP¥56.42 (vs JP¥21.20 in 2Q 2024)Second quarter 2025 results: EPS: JP¥56.42 (up from JP¥21.20 in 2Q 2024). Revenue: JP¥38.4b (up 7.3% from 2Q 2024). Net income: JP¥1.83b (up 167% from 2Q 2024). Profit margin: 4.8% (up from 1.9% in 2Q 2024). 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 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Oct 09Sato Holdings Corporation to Report Fiscal Year 2024 Results on Nov 13, 2024Sato Holdings Corporation announced that they will report fiscal year 2024 results at 12:00 PM, Tokyo Standard Time on Nov 13, 2024お知らせ • Oct 08Sato Corporation Announces New Collaboration with Konica Minolta, IncSATO Corporation announced a new collaboration with Konica Minolta, Inc., as it will now build its flagship CL4NX Plus and CL6NX Plus printers using recycled plastics that Konica Minolta has developed for its multifunctional printers. SATO’s industrial printers made from recycled materials will soon be available on the market. Product development at SATO adheres to eight principles it defines as SATO universal printer design, which expresses its commitment to creating printers that offer equitable use, reliable operation and lasting quality. Its products support multiple languages and function regardless of the workplace environment and available infrastructure. SATO’s collaboration with Konica Minolta is a new step toward environmental stewardship, which is integral to SATO universal printer design. SATO currently offers linerless labels as part of its efforts to use resources sustainably and reduce carbon emissions, but it now takes this commitment further by incorporating recycled plastics into select printer models starting Fiscal Year 2024. Konica Minolta’s recycled plastics meet SATO’s stringent quality standards for flame retardancy, flexural strength, density and mold shrinkage rate. The recycled plastics are used in 40% of the housing components of CL4NX Plus and CL6NX Plus, and SATO expects to reduce carbon emissions by 65% in parts where recycled plastic is used, compared to conventional parts without compromising the quality that virgin materials provide. Using recycled plastics in its flagship printers sold worldwide not only supports SATO’s global sustainability efforts but also allows its customers to contribute to reducing carbon emissions. The material developed by Konica Minolta is a recycled ABS plastic, a flame-retardant, durable and easy-to-mold synthetic resin. Used in Konica Minolta’s multifunctional printers, these plastics are collected from used game machines that are separated, dismantled, crushed and washed. The processed material is then melted and compounded into plastic pellets for horizontal recycling. In line with corporate mission, SATO will seek ever more sustainable manufacturing practices by incorporating recycled materials in products.お知らせ • Oct 01Sato Holdings Corporation to Report Q2, 2025 Results on Nov 13, 2024Sato Holdings Corporation announced that they will report Q2, 2025 results on Nov 13, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).分析記事 • Aug 21Sato Holdings (TSE:6287) Is Due To Pay A Dividend Of ¥37.00The board of Sato Holdings Corporation ( TSE:6287 ) has announced that it will pay a dividend on the 11th of December...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,733, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 32% over the past three years.分析記事 • Jul 26Sato Holdings' (TSE:6287) Dividend Will Be ¥37.00Sato Holdings Corporation ( TSE:6287 ) will pay a dividend of ¥37.00 on the 11th of December. This will take the...分析記事 • Jul 12Sato Holdings (TSE:6287) Is Due To Pay A Dividend Of ¥37.00Sato Holdings Corporation ( TSE:6287 ) has announced that it will pay a dividend of ¥37.00 per share on the 11th of...Declared Dividend • Jul 11Final dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 06Sato Holdings Corporation to Report Q1, 2025 Results on Aug 08, 2024Sato Holdings Corporation announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • Jun 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥110 (down from JP¥127 in FY 2023). Revenue: JP¥143.4b (flat on FY 2023). Net income: JP¥3.57b (down 15% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 4.1% 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 fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • May 19Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥110 (down from JP¥127 in FY 2023). Revenue: JP¥143.4b (flat on FY 2023). Net income: JP¥3.57b (down 15% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 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 48% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • May 17Sato Holdings Corporation, Annual General Meeting, Jun 21, 2024Sato Holdings Corporation, Annual General Meeting, Jun 21, 2024.Price Target Changed • Apr 03Price target increased by 9.5% to JP¥2,300Up from JP¥2,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥2,304. Stock is up 4.9% over the past year. The company is forecast to post earnings per share of JP¥185 for next year compared to JP¥127 last year.分析記事 • Mar 25Sato Holdings' (TSE:6287) Dividend Will Be ¥36.00Sato Holdings Corporation ( TSE:6287 ) will pay a dividend of ¥36.00 on the 21st of June. Based on this payment, the...Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 60% and the cash payout ratio is 84%. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).お知らせ • Mar 02Sato Holdings Corporation to Report Fiscal Year 2024 Results on May 15, 2024Sato Holdings Corporation announced that they will report fiscal year 2024 results on May 15, 2024分析記事 • Feb 28Sato Holdings (TSE:6287) Has Announced A Dividend Of ¥36.00Sato Holdings Corporation ( TSE:6287 ) has announced that it will pay a dividend of ¥36.00 per share on the 21st of...お知らせ • Feb 21+ 1 more updateSato Holdings Corporation Provides Dividend Guidance for the Year Ended December 31, 2023Sato Holdings Corporation provided dividend guidance for the year ended December 31, 2023. The company expects to pay dividend of JPY 36.00 per share against JPY 36.00 per share a year ago.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥86.86 (vs JP¥57.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥86.86 (up from JP¥57.43 in 3Q 2023). Revenue: JP¥37.6b (flat on 3Q 2023). Net income: JP¥2.82b (up 49% from 3Q 2023). Profit margin: 7.5% (up from 5.0% in 3Q 2023). Revenue is forecast to grow 4.3% 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 39% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Feb 10Sato Holdings Corporation, Annual General Meeting, Mar 21, 2024Sato Holdings Corporation, Annual General Meeting, Mar 21, 2024, at 13:00 Central European Standard Time. Location: Panuntie 4, FI-00610 Helsinki Finland Agenda: To consider the Opening of the meeting; to consider the Calling the meeting to order; to consider the Election of examiner of the minutes and a person to supervise the counting of votes; to consider the Recording the legality of the meeting; to consider the Recording of the participants and adoption of the list of votes; to consider the Presentation of the financial statements, report of the Board of Directors and auditor’s report for the year 2023; to consider the Adoption of the financial statements; and to discuss other matters.お知らせ • Nov 20+ 1 more updateSato Holdings Corporation Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 11, 2023Sato Holdings Corporation announced a dividend of JPY 36.00 per share for the second quarter ended September 30, 2023 against JPY 36.00 per share paid a year ago. The dividend is payable on December 11, 2023.New Risk • Nov 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.1% Last year net profit margin: 3.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥21.20 (vs JP¥61.16 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.20 (down from JP¥61.16 in 2Q 2023). Revenue: JP¥35.8b (down 2.7% from 2Q 2023). Net income: JP¥687.0m (down 66% from 2Q 2023). Profit margin: 1.9% (down from 5.5% in 2Q 2023). Revenue is forecast to grow 4.0% 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 fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Oct 07Sato Holdings Corporation to Report Q2, 2024 Results on Nov 09, 2023Sato Holdings Corporation announced that they will report Q2, 2024 results on Nov 09, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥36.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).お知らせ • Aug 30Sato Holdings Corporation to Report Q2, 2024 Results on Feb 09, 2024Sato Holdings Corporation announced that they will report Q2, 2024 results on Feb 09, 2024お知らせ • Aug 23+ 1 more updateSato Holdings Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending March 31, 2024Sato Holdings Corporation provided dividend guidance for the second quarter and full year of fiscal year ending March 31, 2024. The company expects to pay dividend of JPY 36.00 per share for the second quarter of fiscal year ending March 31, 2024compared to JPY 36.00 per share paid a year ago.The company expects to pay year-end dividend of JPY 36.00 per share for the fiscal year ending March 31, 2024 compared to JPY 36.00 per share paid a year ago.Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥40.26 (vs JP¥35.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥40.26 (up from JP¥35.64 in 1Q 2023). Revenue: JP¥34.0b (flat on 1Q 2023). Net income: JP¥1.30b (up 9.1% from 1Q 2023). Profit margin: 3.8% (up from 3.5% in 1Q 2023). Revenue is forecast to grow 2.8% 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 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • Jun 29High number of new directorsAudit & Supervisory Board Member Kiyohiko Yoshii was the last director to join the board, commencing their role in 2022.Reported Earnings • Jun 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥127 (up from JP¥113 in FY 2022). Revenue: JP¥142.8b (up 14% from FY 2022). Net income: JP¥4.18b (up 10% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 5.9%. Revenue is forecast to grow 2.7% 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 27% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jun 08Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥144.3b to JP¥141.0b. EPS estimate also fell from JP¥191 per share to JP¥157 per share. Net income forecast to grow 25% next year vs 7.2% growth forecast for Commercial Services industry in Japan. Consensus price target down from JP¥2,450 to JP¥2,100. Share price was steady at JP¥1,904 over the past week.Price Target Changed • Jun 07Price target decreased by 16% to JP¥2,100Down from JP¥2,500, the current price target is an average from 2 analysts. New target price is 7.6% above last closing price of JP¥1,951. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥127 last year.お知らせ • May 25Sato Holdings Corporation Provides Consolidated Earnings Forecast for Six Months and Full Year 2023Sato Holdings Corporation provided consolidated earnings forecast for six months and full year 2023. For the six months, The company expects the net sales of JPY 68,000 million. Operating Income of JPY 3,300 million. Net Income attributable to owners of parents of JPY 2,000 million. Basic earnings per share of JPY 61.75 per share. For the full year, The company expects the net sales of JPY 140,000 million. Operating Income of JPY 8,000 million. Net Income attributable to owners of parents of JPY 5,000 million. Basic earnings per share of JPY 154.37 per share.お知らせ • May 24+ 1 more updateSato Holdings Corporation Provides Dividend Guidance for Second Quarter and Full Year of Year Ending March 31, 2024Sato Holdings Corporation provided dividend guidance for second quarter and full year of year ending March 31, 2024. For the second quarter the company expects to pay the dividend of JPY 36 per share. For the year the company expects to pay the dividend of JPY 36 per share.Reported Earnings • May 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥127 (up from JP¥113 in FY 2022). Revenue: JP¥142.8b (up 14% from FY 2022). Net income: JP¥4.18b (up 10% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 5.9%. Revenue is forecast to grow 3.6% 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 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,967, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total loss to shareholders of 7.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,696 per share.お知らせ • May 17Sato Holdings Corporation, Annual General Meeting, Jun 20, 2023Sato Holdings Corporation, Annual General Meeting, Jun 20, 2023.Buying Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be JP¥2,584, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.2%. 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¥57.42 (vs JP¥32.79 in 3Q 2022)Third quarter 2023 results: EPS: JP¥57.42 (up from JP¥32.79 in 3Q 2022). Revenue: JP¥37.9b (up 18% from 3Q 2022). Net income: JP¥1.89b (up 71% from 3Q 2022). Profit margin: 5.0% (up from 3.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% 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 29% 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 • Jan 18+ 1 more updateSATO Holdings Corporation Announced Changes to Its Corporate Leadership Effective April 1, 2023SATO Holdings Corporation announced changes to its corporate leadership effective April 1, 2023, following a resolution at the board of directors meeting held today. Hiroyuki Konuma was appointed President to replace current President Ryutaro Kotaki. Also announced were candidates for Directors and Audit & Supervisory Board members to be nominated for a resolution at the annual General Meeting of Shareholders slated for June 20, 2023. Ryutaro Kotaki will retire from the Director position following the closure of the said General Meeting of Shareholders. Date of Birth: March 14, 1973. Background of Hiroyuki Konuma: July 2000 - Joined SATO; April 2010 - General Manager of Medical Dept., Tokyo Division, Japan Sales Headquarters; April 2013 - President for health care business, SATO Corporation; April 2014 - President, SATO Healthcare Co. Ltd.; July 2015 - Executive Officer and Chief Wellness Officer; Apr. 2019 - Vice President; President and Head of RFID business, SATO Corporation; April 2020 - Vice President; President, oversees global business, SATO Corporation; June 2020 – Director; April 2021 - Director and Vice President, oversees Japan business; President, SATO Corporation.お知らせ • Nov 27Sato Holdings Corporation to Report Q3, 2023 Results on Feb 10, 2023Sato Holdings Corporation announced that they will report Q3, 2023 results on Feb 10, 2023お知らせ • Nov 18+ 1 more updateSato Holdings Corporation Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2023, Payable on December 12, 2022; Provides Dividend Guidance for Fiscal Year Ending March 31, 2023Sato Holdings Corporation announced dividend for the second quarter end of fiscal year ending March 31, 2023. For the second quarter, the company announced dividend of JPY 36.00 per share against JPY 35.00 per share paid for the same period a year ago, payable on December 12, 2022. For the full year, the company expects to pay year-end dividend of JPY 36.00 per share against JPY 35.00 per share paid for the same period a year ago.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥61.16 (vs JP¥22.66 in 2Q 2022)Second quarter 2023 results: EPS: JP¥61.16 (up from JP¥22.66 in 2Q 2022). Revenue: JP¥36.8b (up 22% from 2Q 2022). Net income: JP¥2.03b (up 167% from 2Q 2022). Profit margin: 5.5% (up from 2.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% 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 28% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 11Price target decreased to JP¥2,400Down from JP¥2,700, the current price target is an average from 2 analysts. New target price is 26% above last closing price of JP¥1,911. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥122 for next year compared to JP¥113 last year.株主還元6287JP Commercial ServicesJP 市場7D2.2%-1.6%-3.5%1Y17.4%17.8%37.4%株主還元を見る業界別リターン: 6287過去 1 年間で17.8 % のリターンをもたらしたJP Commercial Services業界と一致しました。リターン対市場: 6287は、過去 1 年間で37.4 % のリターンを上げたJP市場を下回りました。価格変動Is 6287's price volatile compared to industry and market?6287 volatility6287 Average Weekly Movement2.3%Commercial Services Industry Average Movement3.8%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 6287 、 JP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: 6287の 週次ボラティリティ ( 2% ) 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19406,012Hiroyuki Konumawww.sato.co.jpサトー株式会社は、自動認識ソリューション製品を国内外に提供しています。プリンター、消耗品、ハンドラベラー、ステッカー、プライマリーラベル、ラベル印刷ツール、ラベル、磁気カード、ICタグ、リボン、チケット、インク、メンテナンスサービスを提供。また、ラベル・タグデータの印刷・管理用ソフトウェア・ソリューション、技術サービス・サポートも提供している。その他、オートメーションソリューションの市場調査・企画・開発・設計・製造・販売・保守・販売促進、医療分野におけるソリューションの企画・提案、メカトロニクス製品・サプライ製品の販売、工業用ゴム製品・合成樹脂・RFIDタグ・ラベルの製造・販売、RFID製品・サプライ製品の開発・製造・販売、商品設計・パッケージデザインコンサルティングなどを行っている。小売、製造、食品、運輸、物流、ヘルスケア、化学品業界を顧客としている。前身はサトーホールディングス株式会社で、2025年1月にサトー株式会社に社名変更した。サトーコーポレーションは1940年に設立され、東京に本社を置く。もっと見るSato Corporation 基礎のまとめSato の収益と売上を時価総額と比較するとどうか。6287 基礎統計学時価総額JP¥79.44b収益（TTM）JP¥5.09b売上高(TTM)JP¥163.43b15.6xPER（株価収益率0.5xP/Sレシオ6287 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6287 損益計算書（TTM）収益JP¥163.43b売上原価JP¥98.10b売上総利益JP¥65.33bその他の費用JP¥60.25b収益JP¥5.09b直近の収益報告Mar 31, 2026次回決算日Aug 12, 2026一株当たり利益（EPS）156.66グロス・マージン39.97%純利益率3.11%有利子負債／自己資本比率13.5%6287 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3.3%現在の配当利回り49%配当性向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2026/07/18 08:36終値2026/07/17 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Sato Corporation 3 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。5 アナリスト機関Yusuke MiuraDaiwa Securities Co. Ltd.Yusaku KonoIchiyoshi Research Institute Inc.Yosuke SaikaMizuho Securities Co., Ltd.2 その他のアナリストを表示
お知らせ • Jul 03Sato Corporation to Report Q1, 2027 Results on Aug 12, 2026Sato Corporation announced that they will report Q1, 2027 results on Aug 12, 2026
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Executive Officer, VP of Oversees Human Resources & Director Yoshinori Sasahara was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
分析記事 • May 22Investors Can Find Comfort In Sato's (TSE:6287) Earnings QualityShareholders appeared unconcerned with Sato Corporation's ( TSE:6287 ) lackluster earnings report last week. We did...
New Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 4.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • May 20Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥157 (down from JP¥220 in FY 2025). Revenue: JP¥163.4b (up 5.6% from FY 2025). Net income: JP¥5.09b (down 29% from FY 2025). Profit margin: 3.1% (down from 4.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 3.1% 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 23% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Sato Corporation, Annual General Meeting, Jun 25, 2026Sato Corporation, Annual General Meeting, Jun 25, 2026.
お知らせ • Jul 03Sato Corporation to Report Q1, 2027 Results on Aug 12, 2026Sato Corporation announced that they will report Q1, 2027 results on Aug 12, 2026
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Executive Officer, VP of Oversees Human Resources & Director Yoshinori Sasahara was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
分析記事 • May 22Investors Can Find Comfort In Sato's (TSE:6287) Earnings QualityShareholders appeared unconcerned with Sato Corporation's ( TSE:6287 ) lackluster earnings report last week. We did...
New Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 4.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • May 20Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥157 (down from JP¥220 in FY 2025). Revenue: JP¥163.4b (up 5.6% from FY 2025). Net income: JP¥5.09b (down 29% from FY 2025). Profit margin: 3.1% (down from 4.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 3.1% 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 23% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Sato Corporation, Annual General Meeting, Jun 25, 2026Sato Corporation, Annual General Meeting, Jun 25, 2026.
Price Target Changed • May 13Price target increased by 7.7% to JP¥2,800Up from JP¥2,600, the current price target is provided by 1 analyst. New target price is 31% above last closing price of JP¥2,136. Stock is up 4.2% over the past year. The company is forecast to post earnings per share of JP¥205 for next year compared to JP¥220 last year.
お知らせ • Apr 14Sato Corporation to Report Fiscal Year 2026 Results on May 15, 2026Sato Corporation announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 14Third quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2026 results: EPS: JP¥63.24 (down from JP¥78.98 in 3Q 2025). Revenue: JP¥43.5b (up 8.4% from 3Q 2025). Net income: JP¥2.05b (down 20% from 3Q 2025). Profit margin: 4.7% (down from 6.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.7% 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 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jan 14Sato Corporation Announces Resignation of Hiroshi Nagumo as External Director, Effective March 31, 2026Sato Corporation announced the resignation of Hiroshi Nagumo as external director. Date of Resignation: March 31, 2026. The resignation is due to personal reasons.
お知らせ • Dec 27Sato Corporation to Report Q3, 2026 Results on Feb 12, 2026Sato Corporation announced that they will report Q3, 2026 results on Feb 12, 2026
分析記事 • Dec 16Should You Be Adding Sato (TSE:6287) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Declared Dividend • Dec 09First half dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 15Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥56.71 (up from JP¥56.42 in 2Q 2025). Revenue: JP¥40.4b (up 5.2% from 2Q 2025). Net income: JP¥1.84b (flat on 2Q 2025). Profit margin: 4.6% (down from 4.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Revenue is forecast to grow 4.2% 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 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 12+ 1 more updateSato Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sato Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the period, the company now expects now expects net sales of JPY 161,000 million, operating income of JPY 11,000 million, net income attributable to owners of parent of JPY 6,800 million and earnings per share of JPY 209.60 compared previous forecast for net sales of JPY 161.000 million, operating income of JPY 12,500 million, net income attributable to owners of parent of JPY 7,700 million.
Price Target Changed • Oct 02Price target increased by 13% to JP¥2,250Up from JP¥2,000, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,173. Stock is up 3.7% over the past year. The company is forecast to post earnings per share of JP¥232 for next year compared to JP¥220 last year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 34% and the cash payout ratio is 87%. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).
分析記事 • Sep 01Sato's (TSE:6287) Dividend Will Be ¥38.00Sato Corporation ( TSE:6287 ) will pay a dividend of ¥38.00 on the 9th of December. This makes the dividend yield 3.4...
Reported Earnings • Aug 13First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥37.30 (up from JP¥36.93 in 1Q 2025). Revenue: JP¥37.8b (flat on 1Q 2025). Net income: JP¥1.21b (up 1.2% from 1Q 2025). Profit margin: 3.2% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.6%. Revenue is forecast to grow 3.9% 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 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.3% to JP¥2,150. The fair value is estimated to be JP¥1,770, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
分析記事 • Jul 24Sato (TSE:6287) Will Pay A Dividend Of ¥38.00Sato Corporation ( TSE:6287 ) has announced that it will pay a dividend of ¥38.00 per share on the 9th of December...
分析記事 • Jul 10Sato (TSE:6287) Is Due To Pay A Dividend Of ¥38.00Sato Corporation's ( TSE:6287 ) investors are due to receive a payment of ¥38.00 per share on 9th of December. This...
Declared Dividend • Jul 09Final dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jun 30Now 20% overvaluedOver the last 90 days, the stock has fallen 2.4% to JP¥2,067. The fair value is estimated to be JP¥1,715, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Buy Or Sell Opportunity • May 22Now 22% overvaluedOver the last 90 days, the stock has fallen 3.4% to JP¥2,026. The fair value is estimated to be JP¥1,666, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 5.8% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
お知らせ • May 21Loftware and SATO Corporation Unveil Cloud-Connected Label Printing Solution for Supply Chain Efficiency and AgilityLoftware and SATO Corporation announced the availability of their cloud-connected label printing solution for AEP-equipped SATO printers1. This comes at a time when the adoption of cloud-based technologies is on the rise, with the Loftware/SATO partnership supporting this shift to streamline business processes and enhance supply chain agility. The joint solution, which connects Loftware Cloud with SATO's cloud-connected printers, eliminates printer driver dependencies, allowing IT teams to avoid installation, troubleshooting, updates, and management. This significantly reduces maintenance and support costs, while enabling businesses to print from any PC browser, providing flexibility to scale or adapt operations without technical constraints. It also enhances in-plant labeling for better process control within factories, ensures retail labeling consistency with industry standards, and streamlines third-party logistics (3PL) labeling for seamless integration with logistics providers. Loftware Cloud expands labeling capabilities across internal stakeholders, external suppliers, co-manufacturers, and co-packers, who all play a role in the complex supply chain process. With seamless integration into both on-premise and cloud-based business applications such as ERP, WMS, and PLM, Loftware Cloud optimizes workflows for greater efficiency and accuracy. SATO's cloud-connected printer further enhance this solution with effortless installation and mobility. Simply connecting a LAN cable ensures the printer is ready for immediate use. This plug-and-play functionality makes it easy to relocate printers as needed, giving businesses the flexibility to adapt to changing operational demands.
Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥220 (up from JP¥110 in FY 2024). Revenue: JP¥154.8b (up 7.9% from FY 2024). Net income: JP¥7.15b (up 101% from FY 2024). Profit margin: 4.6% (up from 2.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 2.8% 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 increased by 7% per year whereas the company’s share price has increased by 3% per year.
お知らせ • May 15Sato Corporation, Annual General Meeting, Jun 25, 2025Sato Corporation, Annual General Meeting, Jun 25, 2025.
分析記事 • Apr 15Investors Met With Slowing Returns on Capital At Sato (TSE:6287)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,791, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Commercial Services industry in Japan. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,078 per share.
お知らせ • Mar 29Sato Holdings Corporation to Report Fiscal Year 2025 Results on May 15, 2025Sato Holdings Corporation announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).
Major Estimate Revision • Feb 26Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥196 to JP¥217. Revenue forecast steady at JP¥155.0b. Net income forecast to grow 79% next year vs 10% growth forecast for Commercial Services industry in Japan. Consensus price target of JP¥2,200 unchanged from last update. Share price fell 2.9% to JP¥2,044 over the past week.
Buy Or Sell Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock has risen 5.4% to JP¥2,223. The fair value is estimated to be JP¥2,829, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 5.5% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.
Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥78.98 (vs JP¥86.86 in 3Q 2024)Third quarter 2025 results: EPS: JP¥78.98 (down from JP¥86.86 in 3Q 2024). Revenue: JP¥40.1b (up 6.6% from 3Q 2024). Net income: JP¥2.56b (down 8.9% from 3Q 2024). Profit margin: 6.4% (down from 7.5% in 3Q 2024). 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 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Jan 03Sato Holdings Corporation to Report Q3, 2025 Results on Feb 12, 2025Sato Holdings Corporation announced that they will report Q3, 2025 results on Feb 12, 2025
お知らせ • Dec 11+ 2 more updatesSato Holdings Corporation to Report Q4, 2025 Results on May 08, 2025Sato Holdings Corporation announced that they will report Q4, 2025 results on May 08, 2025
Declared Dividend • Dec 10First half dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 80% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 27+ 1 more updateSato Holdings Corporation Announces Dividend for the Second Quarter of the Fiscal Year Ending March 31, 2025, Payable on December 9, 2024Sato Holdings Corporation announced dividend for the second quarter of the fiscal year ending March 31, 2025. For the period, the company announced dividend of JPY 37.00 per share against JPY 36.00 per share a year ago. Commencement date of dividend payments is December 9, 2024.
分析記事 • Nov 21Statutory Profit Doesn't Reflect How Good Sato Holdings' (TSE:6287) Earnings AreEven though Sato Holdings Corporation's ( TSE:6287 ) recent earnings release was robust, the market didn't seem to...
Reported Earnings • Nov 19Second quarter 2025 earnings released: EPS: JP¥56.42 (vs JP¥21.20 in 2Q 2024)Second quarter 2025 results: EPS: JP¥56.42 (up from JP¥21.20 in 2Q 2024). Revenue: JP¥38.4b (up 7.3% from 2Q 2024). Net income: JP¥1.83b (up 167% from 2Q 2024). Profit margin: 4.8% (up from 1.9% in 2Q 2024). 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 23% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 09Sato Holdings Corporation to Report Fiscal Year 2024 Results on Nov 13, 2024Sato Holdings Corporation announced that they will report fiscal year 2024 results at 12:00 PM, Tokyo Standard Time on Nov 13, 2024
お知らせ • Oct 08Sato Corporation Announces New Collaboration with Konica Minolta, IncSATO Corporation announced a new collaboration with Konica Minolta, Inc., as it will now build its flagship CL4NX Plus and CL6NX Plus printers using recycled plastics that Konica Minolta has developed for its multifunctional printers. SATO’s industrial printers made from recycled materials will soon be available on the market. Product development at SATO adheres to eight principles it defines as SATO universal printer design, which expresses its commitment to creating printers that offer equitable use, reliable operation and lasting quality. Its products support multiple languages and function regardless of the workplace environment and available infrastructure. SATO’s collaboration with Konica Minolta is a new step toward environmental stewardship, which is integral to SATO universal printer design. SATO currently offers linerless labels as part of its efforts to use resources sustainably and reduce carbon emissions, but it now takes this commitment further by incorporating recycled plastics into select printer models starting Fiscal Year 2024. Konica Minolta’s recycled plastics meet SATO’s stringent quality standards for flame retardancy, flexural strength, density and mold shrinkage rate. The recycled plastics are used in 40% of the housing components of CL4NX Plus and CL6NX Plus, and SATO expects to reduce carbon emissions by 65% in parts where recycled plastic is used, compared to conventional parts without compromising the quality that virgin materials provide. Using recycled plastics in its flagship printers sold worldwide not only supports SATO’s global sustainability efforts but also allows its customers to contribute to reducing carbon emissions. The material developed by Konica Minolta is a recycled ABS plastic, a flame-retardant, durable and easy-to-mold synthetic resin. Used in Konica Minolta’s multifunctional printers, these plastics are collected from used game machines that are separated, dismantled, crushed and washed. The processed material is then melted and compounded into plastic pellets for horizontal recycling. In line with corporate mission, SATO will seek ever more sustainable manufacturing practices by incorporating recycled materials in products.
お知らせ • Oct 01Sato Holdings Corporation to Report Q2, 2025 Results on Nov 13, 2024Sato Holdings Corporation announced that they will report Q2, 2025 results on Nov 13, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).
分析記事 • Aug 21Sato Holdings (TSE:6287) Is Due To Pay A Dividend Of ¥37.00The board of Sato Holdings Corporation ( TSE:6287 ) has announced that it will pay a dividend on the 11th of December...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,733, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 32% over the past three years.
分析記事 • Jul 26Sato Holdings' (TSE:6287) Dividend Will Be ¥37.00Sato Holdings Corporation ( TSE:6287 ) will pay a dividend of ¥37.00 on the 11th of December. This will take the...
分析記事 • Jul 12Sato Holdings (TSE:6287) Is Due To Pay A Dividend Of ¥37.00Sato Holdings Corporation ( TSE:6287 ) has announced that it will pay a dividend of ¥37.00 per share on the 11th of...
Declared Dividend • Jul 11Final dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 06Sato Holdings Corporation to Report Q1, 2025 Results on Aug 08, 2024Sato Holdings Corporation announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • Jun 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥110 (down from JP¥127 in FY 2023). Revenue: JP¥143.4b (flat on FY 2023). Net income: JP¥3.57b (down 15% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 4.1% 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 fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 19Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥110 (down from JP¥127 in FY 2023). Revenue: JP¥143.4b (flat on FY 2023). Net income: JP¥3.57b (down 15% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 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 48% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • May 17Sato Holdings Corporation, Annual General Meeting, Jun 21, 2024Sato Holdings Corporation, Annual General Meeting, Jun 21, 2024.
Price Target Changed • Apr 03Price target increased by 9.5% to JP¥2,300Up from JP¥2,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥2,304. Stock is up 4.9% over the past year. The company is forecast to post earnings per share of JP¥185 for next year compared to JP¥127 last year.
分析記事 • Mar 25Sato Holdings' (TSE:6287) Dividend Will Be ¥36.00Sato Holdings Corporation ( TSE:6287 ) will pay a dividend of ¥36.00 on the 21st of June. Based on this payment, the...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 60% and the cash payout ratio is 84%. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).
お知らせ • Mar 02Sato Holdings Corporation to Report Fiscal Year 2024 Results on May 15, 2024Sato Holdings Corporation announced that they will report fiscal year 2024 results on May 15, 2024
分析記事 • Feb 28Sato Holdings (TSE:6287) Has Announced A Dividend Of ¥36.00Sato Holdings Corporation ( TSE:6287 ) has announced that it will pay a dividend of ¥36.00 per share on the 21st of...
お知らせ • Feb 21+ 1 more updateSato Holdings Corporation Provides Dividend Guidance for the Year Ended December 31, 2023Sato Holdings Corporation provided dividend guidance for the year ended December 31, 2023. The company expects to pay dividend of JPY 36.00 per share against JPY 36.00 per share a year ago.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥86.86 (vs JP¥57.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥86.86 (up from JP¥57.43 in 3Q 2023). Revenue: JP¥37.6b (flat on 3Q 2023). Net income: JP¥2.82b (up 49% from 3Q 2023). Profit margin: 7.5% (up from 5.0% in 3Q 2023). Revenue is forecast to grow 4.3% 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 39% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 10Sato Holdings Corporation, Annual General Meeting, Mar 21, 2024Sato Holdings Corporation, Annual General Meeting, Mar 21, 2024, at 13:00 Central European Standard Time. Location: Panuntie 4, FI-00610 Helsinki Finland Agenda: To consider the Opening of the meeting; to consider the Calling the meeting to order; to consider the Election of examiner of the minutes and a person to supervise the counting of votes; to consider the Recording the legality of the meeting; to consider the Recording of the participants and adoption of the list of votes; to consider the Presentation of the financial statements, report of the Board of Directors and auditor’s report for the year 2023; to consider the Adoption of the financial statements; and to discuss other matters.
お知らせ • Nov 20+ 1 more updateSato Holdings Corporation Announces Dividend for the Second Quarter Ended September 30, 2023, Payable on December 11, 2023Sato Holdings Corporation announced a dividend of JPY 36.00 per share for the second quarter ended September 30, 2023 against JPY 36.00 per share paid a year ago. The dividend is payable on December 11, 2023.
New Risk • Nov 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.1% Last year net profit margin: 3.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥21.20 (vs JP¥61.16 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.20 (down from JP¥61.16 in 2Q 2023). Revenue: JP¥35.8b (down 2.7% from 2Q 2023). Net income: JP¥687.0m (down 66% from 2Q 2023). Profit margin: 1.9% (down from 5.5% in 2Q 2023). Revenue is forecast to grow 4.0% 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 fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 07Sato Holdings Corporation to Report Q2, 2024 Results on Nov 09, 2023Sato Holdings Corporation announced that they will report Q2, 2024 results on Nov 09, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥36.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).
お知らせ • Aug 30Sato Holdings Corporation to Report Q2, 2024 Results on Feb 09, 2024Sato Holdings Corporation announced that they will report Q2, 2024 results on Feb 09, 2024
お知らせ • Aug 23+ 1 more updateSato Holdings Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending March 31, 2024Sato Holdings Corporation provided dividend guidance for the second quarter and full year of fiscal year ending March 31, 2024. The company expects to pay dividend of JPY 36.00 per share for the second quarter of fiscal year ending March 31, 2024compared to JPY 36.00 per share paid a year ago.The company expects to pay year-end dividend of JPY 36.00 per share for the fiscal year ending March 31, 2024 compared to JPY 36.00 per share paid a year ago.
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥40.26 (vs JP¥35.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥40.26 (up from JP¥35.64 in 1Q 2023). Revenue: JP¥34.0b (flat on 1Q 2023). Net income: JP¥1.30b (up 9.1% from 1Q 2023). Profit margin: 3.8% (up from 3.5% in 1Q 2023). Revenue is forecast to grow 2.8% 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 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • Jun 29High number of new directorsAudit & Supervisory Board Member Kiyohiko Yoshii was the last director to join the board, commencing their role in 2022.
Reported Earnings • Jun 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥127 (up from JP¥113 in FY 2022). Revenue: JP¥142.8b (up 14% from FY 2022). Net income: JP¥4.18b (up 10% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 5.9%. Revenue is forecast to grow 2.7% 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 27% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jun 08Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥144.3b to JP¥141.0b. EPS estimate also fell from JP¥191 per share to JP¥157 per share. Net income forecast to grow 25% next year vs 7.2% growth forecast for Commercial Services industry in Japan. Consensus price target down from JP¥2,450 to JP¥2,100. Share price was steady at JP¥1,904 over the past week.
Price Target Changed • Jun 07Price target decreased by 16% to JP¥2,100Down from JP¥2,500, the current price target is an average from 2 analysts. New target price is 7.6% above last closing price of JP¥1,951. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥127 last year.
お知らせ • May 25Sato Holdings Corporation Provides Consolidated Earnings Forecast for Six Months and Full Year 2023Sato Holdings Corporation provided consolidated earnings forecast for six months and full year 2023. For the six months, The company expects the net sales of JPY 68,000 million. Operating Income of JPY 3,300 million. Net Income attributable to owners of parents of JPY 2,000 million. Basic earnings per share of JPY 61.75 per share. For the full year, The company expects the net sales of JPY 140,000 million. Operating Income of JPY 8,000 million. Net Income attributable to owners of parents of JPY 5,000 million. Basic earnings per share of JPY 154.37 per share.
お知らせ • May 24+ 1 more updateSato Holdings Corporation Provides Dividend Guidance for Second Quarter and Full Year of Year Ending March 31, 2024Sato Holdings Corporation provided dividend guidance for second quarter and full year of year ending March 31, 2024. For the second quarter the company expects to pay the dividend of JPY 36 per share. For the year the company expects to pay the dividend of JPY 36 per share.
Reported Earnings • May 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥127 (up from JP¥113 in FY 2022). Revenue: JP¥142.8b (up 14% from FY 2022). Net income: JP¥4.18b (up 10% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 5.9%. Revenue is forecast to grow 3.6% 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 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,967, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total loss to shareholders of 7.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,696 per share.
お知らせ • May 17Sato Holdings Corporation, Annual General Meeting, Jun 20, 2023Sato Holdings Corporation, Annual General Meeting, Jun 20, 2023.
Buying Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be JP¥2,584, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.2%. 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¥57.42 (vs JP¥32.79 in 3Q 2022)Third quarter 2023 results: EPS: JP¥57.42 (up from JP¥32.79 in 3Q 2022). Revenue: JP¥37.9b (up 18% from 3Q 2022). Net income: JP¥1.89b (up 71% from 3Q 2022). Profit margin: 5.0% (up from 3.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% 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 29% 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 • Jan 18+ 1 more updateSATO Holdings Corporation Announced Changes to Its Corporate Leadership Effective April 1, 2023SATO Holdings Corporation announced changes to its corporate leadership effective April 1, 2023, following a resolution at the board of directors meeting held today. Hiroyuki Konuma was appointed President to replace current President Ryutaro Kotaki. Also announced were candidates for Directors and Audit & Supervisory Board members to be nominated for a resolution at the annual General Meeting of Shareholders slated for June 20, 2023. Ryutaro Kotaki will retire from the Director position following the closure of the said General Meeting of Shareholders. Date of Birth: March 14, 1973. Background of Hiroyuki Konuma: July 2000 - Joined SATO; April 2010 - General Manager of Medical Dept., Tokyo Division, Japan Sales Headquarters; April 2013 - President for health care business, SATO Corporation; April 2014 - President, SATO Healthcare Co. Ltd.; July 2015 - Executive Officer and Chief Wellness Officer; Apr. 2019 - Vice President; President and Head of RFID business, SATO Corporation; April 2020 - Vice President; President, oversees global business, SATO Corporation; June 2020 – Director; April 2021 - Director and Vice President, oversees Japan business; President, SATO Corporation.
お知らせ • Nov 27Sato Holdings Corporation to Report Q3, 2023 Results on Feb 10, 2023Sato Holdings Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
お知らせ • Nov 18+ 1 more updateSato Holdings Corporation Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2023, Payable on December 12, 2022; Provides Dividend Guidance for Fiscal Year Ending March 31, 2023Sato Holdings Corporation announced dividend for the second quarter end of fiscal year ending March 31, 2023. For the second quarter, the company announced dividend of JPY 36.00 per share against JPY 35.00 per share paid for the same period a year ago, payable on December 12, 2022. For the full year, the company expects to pay year-end dividend of JPY 36.00 per share against JPY 35.00 per share paid for the same period a year ago.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥61.16 (vs JP¥22.66 in 2Q 2022)Second quarter 2023 results: EPS: JP¥61.16 (up from JP¥22.66 in 2Q 2022). Revenue: JP¥36.8b (up 22% from 2Q 2022). Net income: JP¥2.03b (up 167% from 2Q 2022). Profit margin: 5.5% (up from 2.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% 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 28% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 11Price target decreased to JP¥2,400Down from JP¥2,700, the current price target is an average from 2 analysts. New target price is 26% above last closing price of JP¥1,911. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥122 for next year compared to JP¥113 last year.
