Tama Home（1419）株式概要タマホーム株式会社は日本で注文住宅の建設に携わっている。 詳細1419 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績0/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より30.5%で取引されている 収益は年間20.18%増加すると予測されています リスク分析4.19%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る1419 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW492,148 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 NarrativeBLINRODA492,148 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥3.11k7.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-446m256b2016201920222025202620282031Revenue JP¥251.6bEarnings JP¥1.5bAdvancedSet Fair ValueView all narrativesTama Home Co., Ltd. 競合他社ES-CON JAPANSymbol: TSE:8892Market cap: JP¥106.9bTASUKI HoldingsSymbol: TSE:166AMarket cap: JP¥65.7bEsleadSymbol: TSE:8877Market cap: JP¥82.2bKi-Star Real EstateLtdSymbol: TSE:3465Market cap: JP¥113.3b価格と性能株価の高値、安値、推移の概要Tama Home過去の株価現在の株価JP¥3,105.0052週高値JP¥4,125.0052週安値JP¥2,701.00ベータ0.251ヶ月の変化7.14%3ヶ月変化-12.66%1年変化-13.51%3年間の変化-11.29%5年間の変化29.86%IPOからの変化90.49%最新ニュースMajor Estimate Revision • Jul 25Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥165 to JP¥133 per share. Revenue forecast steady at JP¥222.0b. Net income forecast to grow 217% next year vs 5.4% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥3,300 to JP¥2,600. Share price was steady at JP¥2,999 over the past week.分析記事 • Jul 24There May Be Some Bright Spots In Tama Home's (TSE:1419) EarningsSoft earnings didn't appear to concern Tama Home Co., Ltd.'s ( TSE:1419 ) shareholders over the last week. We did some...Reported Earnings • Jul 18Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥41.85 (down from JP¥50.99 in FY 2025). Revenue: JP¥197.7b (down 1.5% from FY 2025). Net income: JP¥1.21b (down 18% from FY 2025). Profit margin: 0.6% (down from 0.7% in FY 2025). Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Jul 15Tama Home Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending May 31, 2031Tama Home Co., Ltd. provided earnings guidance for the fiscal year ending May 31, 2031. For the year, the company expects net sales to be JPY 3,100 million. Operating profit to be JPY 160 million. Profit attributable to owners of parent to be JPY 100 million. Operating profit margin to be 5.3% .お知らせ • Jul 14+ 3 more updatesTama Home Co., Ltd., Annual General Meeting, Aug 26, 2026Tama Home Co., Ltd., Annual General Meeting, Aug 26, 2026.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,907, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 3.0% over the past three years.最新情報をもっと見るRecent updatesMajor Estimate Revision • Jul 25Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥165 to JP¥133 per share. Revenue forecast steady at JP¥222.0b. Net income forecast to grow 217% next year vs 5.4% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥3,300 to JP¥2,600. Share price was steady at JP¥2,999 over the past week.分析記事 • Jul 24There May Be Some Bright Spots In Tama Home's (TSE:1419) EarningsSoft earnings didn't appear to concern Tama Home Co., Ltd.'s ( TSE:1419 ) shareholders over the last week. We did some...Reported Earnings • Jul 18Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥41.85 (down from JP¥50.99 in FY 2025). Revenue: JP¥197.7b (down 1.5% from FY 2025). Net income: JP¥1.21b (down 18% from FY 2025). Profit margin: 0.6% (down from 0.7% in FY 2025). Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Jul 15Tama Home Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending May 31, 2031Tama Home Co., Ltd. provided earnings guidance for the fiscal year ending May 31, 2031. For the year, the company expects net sales to be JPY 3,100 million. Operating profit to be JPY 160 million. Profit attributable to owners of parent to be JPY 100 million. Operating profit margin to be 5.3% .お知らせ • Jul 14+ 3 more updatesTama Home Co., Ltd., Annual General Meeting, Aug 26, 2026Tama Home Co., Ltd., Annual General Meeting, Aug 26, 2026.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,907, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 3.0% over the past three years.Upcoming Dividend • May 21Upcoming dividend of JP¥125 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 28 August 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).お知らせ • May 13Tama Home Co., Ltd. to Report Fiscal Year 2026 Results on Jul 14, 2026Tama Home Co., Ltd. announced that they will report fiscal year 2026 results at 9:00 AM, Tokyo Standard Time on Jul 14, 2026Buy Or Sell Opportunity • Apr 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.4% to JP¥3,550. The fair value is estimated to be JP¥4,464, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Earnings per share has declined by 47%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.Reported Earnings • Apr 11Third quarter 2026 earnings released: JP¥59.89 loss per share (vs JP¥72.34 loss in 3Q 2025)Third quarter 2026 results: JP¥59.89 loss per share (improved from JP¥72.34 loss in 3Q 2025). Revenue: JP¥32.4b (up 7.4% from 3Q 2025). Net loss: JP¥1.74b (loss narrowed 17% from 3Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 47% 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 • Apr 02Tama Home Co., Ltd. to Report Q3, 2026 Results on Apr 10, 2026Tama Home Co., Ltd. announced that they will report Q3, 2026 results on Apr 10, 2026分析記事 • Jan 22Some May Be Optimistic About Tama Home's (TSE:1419) EarningsThe market was pleased with the recent earnings report from Tama Home Co., Ltd. ( TSE:1419 ), despite the profit...分析記事 • Jan 15Tama Home (TSE:1419) Is Increasing Its Dividend To ¥196.00Tama Home Co., Ltd. ( TSE:1419 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Jan 15Dividend of JP¥196 announcedShareholders will receive a dividend of JP¥196. Ex-date: 28th May 2026 Payment date: 28th August 2026 Dividend yield will be 5.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (233% earnings payout ratio) nor is it covered by cash flows (205% cash payout ratio). The dividend has increased by an average of 35% 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. The company's earnings per share (EPS) would need to grow by 159% to bring the payout ratio under control. EPS is expected to grow by 84% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Jan 14Second quarter 2026 earnings released: EPS: JP¥65.58 (vs JP¥22.80 in 2Q 2025)Second quarter 2026 results: EPS: JP¥65.58 (up from JP¥22.80 in 2Q 2025). Revenue: JP¥59.3b (up 4.2% from 2Q 2025). Net income: JP¥1.90b (up 188% from 2Q 2025). Profit margin: 3.2% (up from 1.2% in 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% 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 14Tama Home Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2026Tama Home Co., Ltd. provided consolidated earnings guidance for the fiscal year ending May 31, 2026. For the year, the company expects net sales to be JPY 209,000 million. Operating profit to be JPY 4,700 million. Profit attributable to owners of parent to be JPY 1,350 million. Basic earnings per share to be JPY 46.57.分析記事 • Jan 09This Analyst Just Downgraded Their Tama Home Co., Ltd. (TSE:1419) EPS ForecastsOne thing we could say about the covering analyst on Tama Home Co., Ltd. ( TSE:1419 ) - they aren't optimistic, having...お知らせ • Nov 05Tama Home Co., Ltd. to Report Q2, 2026 Results on Jan 13, 2026Tama Home Co., Ltd. announced that they will report Q2, 2026 results on Jan 13, 2026Reported Earnings • Oct 15First quarter 2026 earnings released: JP¥97.73 loss per share (vs JP¥87.52 loss in 1Q 2025)First quarter 2026 results: JP¥97.73 loss per share (further deteriorated from JP¥87.52 loss in 1Q 2025). Revenue: JP¥29.1b (down 21% from 1Q 2025). Net loss: JP¥2.83b (loss widened 12% from 1Q 2025). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Sep 02Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥50.99 (down from JP¥302 in FY 2024). Revenue: JP¥200.8b (down 19% from FY 2024). Net income: JP¥1.48b (down 83% from FY 2024). Profit margin: 0.7% (down from 3.5% in FY 2024). Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Aug 15Tama Home Co., Ltd. to Report Q1, 2026 Results on Oct 14, 2025Tama Home Co., Ltd. announced that they will report Q1, 2026 results on Oct 14, 2025分析記事 • Jul 23Investors Can Find Comfort In Tama Home's (TSE:1419) Earnings QualityThe market was pleased with the recent earnings report from Tama Home Co., Ltd. ( TSE:1419 ), despite the profit...New Risk • Jul 15New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 137% Dividend per share is over 11x cash flows per share. Dividend yield: 5.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 137% Dividend per share is over 11x cash flows per share. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).分析記事 • Jul 15Estimating The Fair Value Of Tama Home Co., Ltd. (TSE:1419)Key Insights Using the 2 Stage Free Cash Flow to Equity, Tama Home fair value estimate is JP¥3,696 Tama Home's JP¥3,640...New Risk • Jul 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 3.5% 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 Dividend is not well covered by earnings (137% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).Reported Earnings • Jul 14Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥50.99 (down from JP¥302 in FY 2024). Revenue: JP¥200.8b (down 19% from FY 2024). Net income: JP¥1.48b (down 83% from FY 2024). Profit margin: 0.7% (down from 3.5% in FY 2024). Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Jul 11+ 3 more updatesTama Home Co., Ltd., Annual General Meeting, Aug 27, 2025Tama Home Co., Ltd., Annual General Meeting, Aug 27, 2025.Upcoming Dividend • May 22Upcoming dividend of JP¥195 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 29 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.7%).分析記事 • May 15Tama Home (TSE:1419) Is Increasing Its Dividend To ¥195.00Tama Home Co., Ltd.'s ( TSE:1419 ) dividend will be increasing from last year's payment of the same period to ¥195.00...お知らせ • May 14Tama Home Co., Ltd. to Report Fiscal Year 2025 Results on Jul 11, 2025Tama Home Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Jul 11, 2025Reported Earnings • Apr 11Third quarter 2025 earnings released: JP¥72.34 loss per share (vs JP¥39.33 loss in 3Q 2024)Third quarter 2025 results: JP¥72.34 loss per share (further deteriorated from JP¥39.33 loss in 3Q 2024). Revenue: JP¥30.1b (down 24% from 3Q 2024). Net loss: JP¥2.10b (loss widened 84% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.分析記事 • Feb 21Tama Home (TSE:1419) Is Paying Out A Larger Dividend Than Last YearTama Home Co., Ltd.'s ( TSE:1419 ) dividend will be increasing from last year's payment of the same period to ¥195.00...お知らせ • Feb 21Tama Home Co., Ltd. to Report Q3, 2025 Results on Apr 10, 2025Tama Home Co., Ltd. announced that they will report Q3, 2025 results on Apr 10, 2025分析記事 • Jan 21Tama Home's (TSE:1419) Soft Earnings Don't Show The Whole PictureThe most recent earnings report from Tama Home Co., Ltd. ( TSE:1419 ) was disappointing for shareholders. Despite the...分析記事 • Jan 17Tama Home's (TSE:1419) Shareholders Will Receive A Bigger Dividend Than Last YearTama Home Co., Ltd. ( TSE:1419 ) will increase its dividend from last year's comparable payment on the 29th of August...お知らせ • Jan 16Tama Home Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Tama Home Co., Ltd. provided consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales to be JPY 207,000 million. Operating profit to be JPY 4,000 million. Profit attributable to owners of parent to be JPY 1,400 million. Basic earnings per share to be JPY 48.30.Declared Dividend • Jan 16Dividend of JP¥195 announcedShareholders will receive a dividend of JP¥195. Ex-date: 29th May 2025 Payment date: 29th August 2025 Dividend yield will be 6.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (111% earnings payout ratio). However, it is covered by cash flows (51% cash payout ratio). The dividend has increased by an average of 26% 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 23% to bring the payout ratio under control, which is more than the 3.1% EPS growth achieved over the last 5 years.分析記事 • Jan 15Tama Home (TSE:1419) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Jan 15Second quarter 2025 earnings released: EPS: JP¥22.80 (vs JP¥33.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥22.80 (down from JP¥33.50 in 2Q 2024). Revenue: JP¥57.0b (down 4.3% from 2Q 2024). Net income: JP¥661.0m (down 32% from 2Q 2024). Profit margin: 1.2% (down from 1.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Jan 09+ 1 more updateTama Home Co., Ltd. to Report Q2, 2025 Results on Jan 14, 2025Tama Home Co., Ltd. announced that they will report Q2, 2025 results on Jan 14, 2025Buy Or Sell Opportunity • Oct 22Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to JP¥3,850. The fair value is estimated to be JP¥3,191, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 9.0%.Reported Earnings • Oct 17First quarter 2025 earnings released: JP¥87.52 loss per share (vs JP¥32.15 profit in 1Q 2024)First quarter 2025 results: JP¥87.52 loss per share (down from JP¥32.15 profit in 1Q 2024). Revenue: JP¥36.8b (down 31% from 1Q 2024). Net loss: JP¥2.54b (down 372% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Aug 30Tama Home Co., Ltd. to Report Q1, 2025 Results on Oct 11, 2024Tama Home Co., Ltd. announced that they will report Q1, 2025 results on Oct 11, 2024分析記事 • Aug 07Tama Home (TSE:1419) Looks To Prolong Its Impressive ReturnsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥3,780, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 91% over the past three years.Buy Or Sell Opportunity • Jul 26Now 21% undervaluedOver the last 90 days, the stock has risen 1.3% to JP¥4,415. The fair value is estimated to be JP¥5,564, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 3.6%.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥4,540, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 88% over the past three years.Reported Earnings • Jul 16Full year 2024 earnings released: EPS: JP¥302 (vs JP¥298 in FY 2023)Full year 2024 results: EPS: JP¥302 (up from JP¥298 in FY 2023). Revenue: JP¥247.7b (down 3.3% from FY 2023). Net income: JP¥8.75b (flat on FY 2023). Profit margin: 3.5% (up from 3.4% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Jul 12+ 2 more updatesTama Home Co., Ltd., Annual General Meeting, Aug 28, 2024Tama Home Co., Ltd., Annual General Meeting, Aug 28, 2024.分析記事 • Jun 08Tama Home Co., Ltd.'s (TSE:1419) Price Is Out Of Tune With EarningsTama Home Co., Ltd.'s ( TSE:1419 ) price-to-earnings (or "P/E") ratio of 25.4x might make it look like a strong sell...Upcoming Dividend • May 23Upcoming dividend of JP¥185 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 30 August 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).分析記事 • May 21Tama Home (TSE:1419) Is Increasing Its Dividend To ¥185.00The board of Tama Home Co., Ltd. ( TSE:1419 ) has announced that it will be paying its dividend of ¥185.00 on the 30th...お知らせ • May 16Tama Home Co., Ltd. to Report Fiscal Year 2024 Results on Jul 11, 2024Tama Home Co., Ltd. announced that they will report fiscal year 2024 results on Jul 11, 2024分析記事 • May 02We Think Tama Home (TSE:1419) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Apr 12Third quarter 2024 earnings released: JP¥39.33 loss per share (vs JP¥18.58 profit in 3Q 2023)Third quarter 2024 results: JP¥39.33 loss per share (down from JP¥18.58 profit in 3Q 2023). Revenue: JP¥39.8b (down 18% from 3Q 2023). Net loss: JP¥1.14b (down 310% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.分析記事 • Feb 26Tama Home's (TSE:1419) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Tama Home Co., Ltd. ( TSE:1419 ) has announced that it will be paying its dividend of ¥185.00 on the 30th...お知らせ • Feb 17Tama Home Co., Ltd. to Report Q3, 2024 Results on Apr 11, 2024Tama Home Co., Ltd. announced that they will report Q3, 2024 results on Apr 11, 2024お知らせ • Jan 15Tama Home Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending May 31, 2024Tama Home Co., Ltd. provided dividend guidance for the fiscal year ending May 31, 2024. For the year, the company expects dividend of ¥185.00 per share against ¥180.00 per share.Reported Earnings • Jan 13Second quarter 2024 earnings released: EPS: JP¥32.84 (vs JP¥89.27 in 2Q 2023)Second quarter 2024 results: EPS: JP¥32.84 (down from JP¥89.27 in 2Q 2023). Revenue: JP¥56.4b (down 15% from 2Q 2023). Net income: JP¥951.5m (down 64% from 2Q 2023). Profit margin: 1.7% (down from 3.9% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 09Tama Home Co., Ltd. to Report Q2, 2024 Results on Jan 11, 2024Tama Home Co., Ltd. announced that they will report Q2, 2024 results on Jan 11, 2024Reported Earnings • Oct 11First quarter 2024 earnings released: EPS: JP¥32.15 (vs JP¥65.79 in 1Q 2023)First quarter 2024 results: EPS: JP¥32.15 (down from JP¥65.79 in 1Q 2023). Revenue: JP¥53.2b (down 9.4% from 1Q 2023). Net income: JP¥932.0m (down 52% from 1Q 2023). Profit margin: 1.8% (down from 3.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 12Tama Home Co., Ltd. to Report Q1, 2024 Results on Oct 10, 2023Tama Home Co., Ltd. announced that they will report Q1, 2024 results on Oct 10, 2023お知らせ • Jul 18+ 1 more updateTama Home Co., Ltd. Announces Dividend for the Year Ended May 31, 2023, Payable on August 30, 2023; Provides Dividend Guidance for the Fiscal Year Ending May 31, 2024Tama Home Co., Ltd. announced dividend of ¥180.00 per share for the year ended May 31, 2023 against ¥125.00 per share a year ago. Scheduled date of commencing dividend payment is August 30, 2023.The company provided dividend guidance for the fiscal year ending May 31, 2024. For the year, the company expects dividend of ¥185.00 per share against ¥180.00 per share a year ago.New Risk • Jul 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 31% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risks Dividend is not well covered by cash flows (137% cash payout ratio). Share price has been volatile over the past 3 months (5.3% average weekly change).Reported Earnings • Jul 15Full year 2023 earnings released: EPS: JP¥298 (vs JP¥282 in FY 2022)Full year 2023 results: EPS: JP¥298 (up from JP¥282 in FY 2022). Revenue: JP¥256.1b (up 6.4% from FY 2022). Net income: JP¥8.72b (up 5.2% from FY 2022). Profit margin: 3.4% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 13Tama Home Co., Ltd., Annual General Meeting, Aug 29, 2023Tama Home Co., Ltd., Annual General Meeting, Aug 29, 2023.New Risk • Jul 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change).Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥3,380, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 9x in the Consumer Durables industry in Japan. Total returns to shareholders of 221% over the past three years.お知らせ • May 25Tama Home Co., Ltd. to Report Fiscal Year 2023 Results on Jul 11, 2023Tama Home Co., Ltd. announced that they will report fiscal year 2023 results on Jul 11, 2023Upcoming Dividend • May 23Upcoming dividend of JP¥170 per share at 4.3% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 28 August 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).Reported Earnings • Apr 12Third quarter 2023 earnings released: EPS: JP¥18.58 (vs JP¥28.22 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.58 (down from JP¥28.22 in 3Q 2022). Revenue: JP¥48.6b (down 7.3% from 3Q 2022). Net income: JP¥543.0m (down 34% from 3Q 2022). Profit margin: 1.1% (down from 1.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 01Tama Home Co., Ltd. to Report Q3, 2023 Results on Apr 10, 2023Tama Home Co., Ltd. announced that they will report Q3, 2023 results on Apr 10, 2023お知らせ • Jan 23+ 1 more updateTama Home Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending May 31, 2023Tama Home Co., Ltd. provided dividend guidance for the fiscal year ending May 31, 2023. For the year, the company expects dividend of ¥135.00 per share against ¥125.00 per share a year ago.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 24% share price gain to JP¥3,090, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 9x in the Consumer Durables industry in Japan. Total returns to shareholders of 152% over the past three years.お知らせ • Jan 17Tama Home Co., Ltd. (TSE:1419) announces an Equity Buyback for 330,000 shares, representing 1.13% for ¥1,000 million.Tama Home Co., Ltd. (TSE:1419) announces a share repurchase program. Under the program, the company will repurchase up to 330,000 shares, representing 1.13% of its issued share capital (excluding treasury stock) for ¥1,000 million. The purpose of the program is to to enhance shareholder returns and improve capital efficiency. The program will run until February 28, 2023. As of November 30, 2022, the company had 29,304,299 shares in issue (excluding treasury stock) and 151,501 shares in treasury.Reported Earnings • Jan 12Second quarter 2023 earnings released: EPS: JP¥89.27 (vs JP¥77.13 in 2Q 2022)Second quarter 2023 results: EPS: JP¥89.27 (up from JP¥77.13 in 2Q 2022). Revenue: JP¥66.5b (up 6.1% from 2Q 2022). Net income: JP¥2.62b (up 16% from 2Q 2022). Profit margin: 3.9% (up from 3.6% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 25% per year.Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 2 independent directors. 9 non-independent directors. Independent Outside Director Koki Chikamoto was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Nov 02Tama Home Co., Ltd. to Report Q2, 2023 Results on Jan 11, 2023Tama Home Co., Ltd. announced that they will report Q2, 2023 results on Jan 11, 2023お知らせ • Oct 13+ 1 more updateTama Home Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending May 31, 2023Tama Home Co., Ltd. provided dividend guidance for the fiscal year ending May 31, 2023. For the year, the company expects dividend of ¥130.00 per share against ¥125.00 per share a year ago.Reported Earnings • Oct 13First quarter 2023 earnings released: EPS: JP¥65.79 (vs JP¥62.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥65.79 (up from JP¥62.43 in 1Q 2022). Revenue: JP¥58.8b (up 12% from 1Q 2022). Net income: JP¥1.93b (up 4.8% from 1Q 2022). Profit margin: 3.3% (down from 3.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 06Tama Home Co., Ltd. to Report Q1, 2023 Results on Oct 11, 2022Tama Home Co., Ltd. announced that they will report Q1, 2023 results on Oct 11, 2022Reported Earnings • Jul 13Full year 2022 earnings released: EPS: JP¥282 (vs JP¥243 in FY 2021)Full year 2022 results: EPS: JP¥282 (up from JP¥243 in FY 2021). Revenue: JP¥240.8b (up 10% from FY 2021). Net income: JP¥8.28b (up 16% from FY 2021). Profit margin: 3.4% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 20% per year.お知らせ • Jul 12+ 3 more updatesTama Home Co., Ltd., Annual General Meeting, Aug 25, 2022Tama Home Co., Ltd., Annual General Meeting, Aug 25, 2022.Upcoming Dividend • May 23Upcoming dividend of JP¥120 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).株主還元1419JP Consumer DurablesJP 市場7D3.5%0.4%-1.7%1Y-13.5%18.9%35.2%株主還元を見る業界別リターン: 1419過去 1 年間で18.9 % の収益を上げたJP Consumer Durables業界を下回りました。リターン対市場: 1419は、過去 1 年間で35.2 % のリターンを上げたJP市場を下回りました。価格変動Is 1419's price volatile compared to industry and market?1419 volatility1419 Average Weekly Movement5.7%Consumer Durables Industry Average Movement3.6%Market Average Movement4.3%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.1%安定した株価: 1419 、 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: 1419の 週次ボラティリティ ( 6% ) 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19983,272Shinya Tamakiwww.tamahome.jpタマホーム株式会社は日本で注文住宅の建設に携わっている。同社は4つのセグメントを通じて事業を展開している：住宅事業」、「不動産事業」、「金融事業」、「エネルギー事業」の4つのセグメントで構成されている。住宅事業」は、注文住宅の建築請負、リフォーム請負、外構工事等の付帯工事の紹介、プレカットCAD入力・図面作成等の設計支援サービスを提供している。不動産事業」は、宅地分譲、戸建分譲、企画、分譲マンションの開発・販売、オフィスビルのサブリース、オフィス区分所有権の販売、不動産仲介等を行っている。金融事業」は、火災保険などの保険代理店業務、注文住宅購入者向けのつなぎ融資などを行っている。エネルギー事業」は、メガソーラー発電施設の運営・管理を行っている。また、広告代理店、家具販売、内装工事請負、地盤保証、農業、海外投資、情報収集・開発、車両リースなども手掛ける。同社は1998年に設立され、日本の港区に本社を置く。もっと見るTama Home Co., Ltd. 基礎のまとめTama Home の収益と売上を時価総額と比較するとどうか。1419 基礎統計学時価総額JP¥90.01b収益（TTM）JP¥1.21b売上高(TTM)JP¥197.74b74.2xPER（株価収益率0.5xP/Sレシオ1419 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1419 損益計算書（TTM）収益JP¥197.74b売上原価JP¥149.83b売上総利益JP¥47.91bその他の費用JP¥46.70b収益JP¥1.21b直近の収益報告May 31, 2026次回決算日該当なし一株当たり利益（EPS）41.84グロス・マージン24.23%純利益率0.61%有利子負債／自己資本比率50.8%1419 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4.2%現在の配当利回り299%配当性向1419 配当は確実ですか？1419 配当履歴とベンチマークを見る1419 、いつまでに購入すれば配当金を受け取れますか？Tama Home 配当日配当落ち日May 28 2026配当支払日Aug 27 2026配当落ちまでの日数63 days配当支払日までの日数28 days1419 配当は確実ですか？1419 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/29 19:47終値2026/07/29 00:00収益2026/05/31年間収益2026/05/31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Tama Home Co., Ltd. 1 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。4 アナリスト機関Hideaki TeraokaDaiwa Securities Co. Ltd.Katsumi MiyazawaIchiyoshi Research Institute Inc.Junichi TazawaSMBC NIKKO1 その他のアナリストを表示
Major Estimate Revision • Jul 25Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥165 to JP¥133 per share. Revenue forecast steady at JP¥222.0b. Net income forecast to grow 217% next year vs 5.4% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥3,300 to JP¥2,600. Share price was steady at JP¥2,999 over the past week.
分析記事 • Jul 24There May Be Some Bright Spots In Tama Home's (TSE:1419) EarningsSoft earnings didn't appear to concern Tama Home Co., Ltd.'s ( TSE:1419 ) shareholders over the last week. We did some...
Reported Earnings • Jul 18Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥41.85 (down from JP¥50.99 in FY 2025). Revenue: JP¥197.7b (down 1.5% from FY 2025). Net income: JP¥1.21b (down 18% from FY 2025). Profit margin: 0.6% (down from 0.7% in FY 2025). Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 15Tama Home Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending May 31, 2031Tama Home Co., Ltd. provided earnings guidance for the fiscal year ending May 31, 2031. For the year, the company expects net sales to be JPY 3,100 million. Operating profit to be JPY 160 million. Profit attributable to owners of parent to be JPY 100 million. Operating profit margin to be 5.3% .
お知らせ • Jul 14+ 3 more updatesTama Home Co., Ltd., Annual General Meeting, Aug 26, 2026Tama Home Co., Ltd., Annual General Meeting, Aug 26, 2026.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,907, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 3.0% over the past three years.
Major Estimate Revision • Jul 25Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥165 to JP¥133 per share. Revenue forecast steady at JP¥222.0b. Net income forecast to grow 217% next year vs 5.4% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥3,300 to JP¥2,600. Share price was steady at JP¥2,999 over the past week.
分析記事 • Jul 24There May Be Some Bright Spots In Tama Home's (TSE:1419) EarningsSoft earnings didn't appear to concern Tama Home Co., Ltd.'s ( TSE:1419 ) shareholders over the last week. We did some...
Reported Earnings • Jul 18Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥41.85 (down from JP¥50.99 in FY 2025). Revenue: JP¥197.7b (down 1.5% from FY 2025). Net income: JP¥1.21b (down 18% from FY 2025). Profit margin: 0.6% (down from 0.7% in FY 2025). Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 15Tama Home Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending May 31, 2031Tama Home Co., Ltd. provided earnings guidance for the fiscal year ending May 31, 2031. For the year, the company expects net sales to be JPY 3,100 million. Operating profit to be JPY 160 million. Profit attributable to owners of parent to be JPY 100 million. Operating profit margin to be 5.3% .
お知らせ • Jul 14+ 3 more updatesTama Home Co., Ltd., Annual General Meeting, Aug 26, 2026Tama Home Co., Ltd., Annual General Meeting, Aug 26, 2026.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,907, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 3.0% over the past three years.
Upcoming Dividend • May 21Upcoming dividend of JP¥125 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 28 August 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).
お知らせ • May 13Tama Home Co., Ltd. to Report Fiscal Year 2026 Results on Jul 14, 2026Tama Home Co., Ltd. announced that they will report fiscal year 2026 results at 9:00 AM, Tokyo Standard Time on Jul 14, 2026
Buy Or Sell Opportunity • Apr 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.4% to JP¥3,550. The fair value is estimated to be JP¥4,464, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Earnings per share has declined by 47%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
Reported Earnings • Apr 11Third quarter 2026 earnings released: JP¥59.89 loss per share (vs JP¥72.34 loss in 3Q 2025)Third quarter 2026 results: JP¥59.89 loss per share (improved from JP¥72.34 loss in 3Q 2025). Revenue: JP¥32.4b (up 7.4% from 3Q 2025). Net loss: JP¥1.74b (loss narrowed 17% from 3Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 47% 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 • Apr 02Tama Home Co., Ltd. to Report Q3, 2026 Results on Apr 10, 2026Tama Home Co., Ltd. announced that they will report Q3, 2026 results on Apr 10, 2026
分析記事 • Jan 22Some May Be Optimistic About Tama Home's (TSE:1419) EarningsThe market was pleased with the recent earnings report from Tama Home Co., Ltd. ( TSE:1419 ), despite the profit...
分析記事 • Jan 15Tama Home (TSE:1419) Is Increasing Its Dividend To ¥196.00Tama Home Co., Ltd. ( TSE:1419 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Jan 15Dividend of JP¥196 announcedShareholders will receive a dividend of JP¥196. Ex-date: 28th May 2026 Payment date: 28th August 2026 Dividend yield will be 5.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (233% earnings payout ratio) nor is it covered by cash flows (205% cash payout ratio). The dividend has increased by an average of 35% 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. The company's earnings per share (EPS) would need to grow by 159% to bring the payout ratio under control. EPS is expected to grow by 84% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Jan 14Second quarter 2026 earnings released: EPS: JP¥65.58 (vs JP¥22.80 in 2Q 2025)Second quarter 2026 results: EPS: JP¥65.58 (up from JP¥22.80 in 2Q 2025). Revenue: JP¥59.3b (up 4.2% from 2Q 2025). Net income: JP¥1.90b (up 188% from 2Q 2025). Profit margin: 3.2% (up from 1.2% in 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 45% 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 14Tama Home Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2026Tama Home Co., Ltd. provided consolidated earnings guidance for the fiscal year ending May 31, 2026. For the year, the company expects net sales to be JPY 209,000 million. Operating profit to be JPY 4,700 million. Profit attributable to owners of parent to be JPY 1,350 million. Basic earnings per share to be JPY 46.57.
分析記事 • Jan 09This Analyst Just Downgraded Their Tama Home Co., Ltd. (TSE:1419) EPS ForecastsOne thing we could say about the covering analyst on Tama Home Co., Ltd. ( TSE:1419 ) - they aren't optimistic, having...
お知らせ • Nov 05Tama Home Co., Ltd. to Report Q2, 2026 Results on Jan 13, 2026Tama Home Co., Ltd. announced that they will report Q2, 2026 results on Jan 13, 2026
Reported Earnings • Oct 15First quarter 2026 earnings released: JP¥97.73 loss per share (vs JP¥87.52 loss in 1Q 2025)First quarter 2026 results: JP¥97.73 loss per share (further deteriorated from JP¥87.52 loss in 1Q 2025). Revenue: JP¥29.1b (down 21% from 1Q 2025). Net loss: JP¥2.83b (loss widened 12% from 1Q 2025). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 02Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥50.99 (down from JP¥302 in FY 2024). Revenue: JP¥200.8b (down 19% from FY 2024). Net income: JP¥1.48b (down 83% from FY 2024). Profit margin: 0.7% (down from 3.5% in FY 2024). Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Aug 15Tama Home Co., Ltd. to Report Q1, 2026 Results on Oct 14, 2025Tama Home Co., Ltd. announced that they will report Q1, 2026 results on Oct 14, 2025
分析記事 • Jul 23Investors Can Find Comfort In Tama Home's (TSE:1419) Earnings QualityThe market was pleased with the recent earnings report from Tama Home Co., Ltd. ( TSE:1419 ), despite the profit...
New Risk • Jul 15New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 137% Dividend per share is over 11x cash flows per share. Dividend yield: 5.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 137% Dividend per share is over 11x cash flows per share. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
分析記事 • Jul 15Estimating The Fair Value Of Tama Home Co., Ltd. (TSE:1419)Key Insights Using the 2 Stage Free Cash Flow to Equity, Tama Home fair value estimate is JP¥3,696 Tama Home's JP¥3,640...
New Risk • Jul 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 3.5% 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 Dividend is not well covered by earnings (137% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
Reported Earnings • Jul 14Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥50.99 (down from JP¥302 in FY 2024). Revenue: JP¥200.8b (down 19% from FY 2024). Net income: JP¥1.48b (down 83% from FY 2024). Profit margin: 0.7% (down from 3.5% in FY 2024). Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Jul 11+ 3 more updatesTama Home Co., Ltd., Annual General Meeting, Aug 27, 2025Tama Home Co., Ltd., Annual General Meeting, Aug 27, 2025.
Upcoming Dividend • May 22Upcoming dividend of JP¥195 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 29 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.7%).
分析記事 • May 15Tama Home (TSE:1419) Is Increasing Its Dividend To ¥195.00Tama Home Co., Ltd.'s ( TSE:1419 ) dividend will be increasing from last year's payment of the same period to ¥195.00...
お知らせ • May 14Tama Home Co., Ltd. to Report Fiscal Year 2025 Results on Jul 11, 2025Tama Home Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Jul 11, 2025
Reported Earnings • Apr 11Third quarter 2025 earnings released: JP¥72.34 loss per share (vs JP¥39.33 loss in 3Q 2024)Third quarter 2025 results: JP¥72.34 loss per share (further deteriorated from JP¥39.33 loss in 3Q 2024). Revenue: JP¥30.1b (down 24% from 3Q 2024). Net loss: JP¥2.10b (loss widened 84% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
分析記事 • Feb 21Tama Home (TSE:1419) Is Paying Out A Larger Dividend Than Last YearTama Home Co., Ltd.'s ( TSE:1419 ) dividend will be increasing from last year's payment of the same period to ¥195.00...
お知らせ • Feb 21Tama Home Co., Ltd. to Report Q3, 2025 Results on Apr 10, 2025Tama Home Co., Ltd. announced that they will report Q3, 2025 results on Apr 10, 2025
分析記事 • Jan 21Tama Home's (TSE:1419) Soft Earnings Don't Show The Whole PictureThe most recent earnings report from Tama Home Co., Ltd. ( TSE:1419 ) was disappointing for shareholders. Despite the...
分析記事 • Jan 17Tama Home's (TSE:1419) Shareholders Will Receive A Bigger Dividend Than Last YearTama Home Co., Ltd. ( TSE:1419 ) will increase its dividend from last year's comparable payment on the 29th of August...
お知らせ • Jan 16Tama Home Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2025Tama Home Co., Ltd. provided consolidated earnings guidance for the fiscal year ending May 31, 2025. For the year, the company expects net sales to be JPY 207,000 million. Operating profit to be JPY 4,000 million. Profit attributable to owners of parent to be JPY 1,400 million. Basic earnings per share to be JPY 48.30.
Declared Dividend • Jan 16Dividend of JP¥195 announcedShareholders will receive a dividend of JP¥195. Ex-date: 29th May 2025 Payment date: 29th August 2025 Dividend yield will be 6.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (111% earnings payout ratio). However, it is covered by cash flows (51% cash payout ratio). The dividend has increased by an average of 26% 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 23% to bring the payout ratio under control, which is more than the 3.1% EPS growth achieved over the last 5 years.
分析記事 • Jan 15Tama Home (TSE:1419) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Jan 15Second quarter 2025 earnings released: EPS: JP¥22.80 (vs JP¥33.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥22.80 (down from JP¥33.50 in 2Q 2024). Revenue: JP¥57.0b (down 4.3% from 2Q 2024). Net income: JP¥661.0m (down 32% from 2Q 2024). Profit margin: 1.2% (down from 1.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Jan 09+ 1 more updateTama Home Co., Ltd. to Report Q2, 2025 Results on Jan 14, 2025Tama Home Co., Ltd. announced that they will report Q2, 2025 results on Jan 14, 2025
Buy Or Sell Opportunity • Oct 22Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to JP¥3,850. The fair value is estimated to be JP¥3,191, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 9.0%.
Reported Earnings • Oct 17First quarter 2025 earnings released: JP¥87.52 loss per share (vs JP¥32.15 profit in 1Q 2024)First quarter 2025 results: JP¥87.52 loss per share (down from JP¥32.15 profit in 1Q 2024). Revenue: JP¥36.8b (down 31% from 1Q 2024). Net loss: JP¥2.54b (down 372% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Aug 30Tama Home Co., Ltd. to Report Q1, 2025 Results on Oct 11, 2024Tama Home Co., Ltd. announced that they will report Q1, 2025 results on Oct 11, 2024
分析記事 • Aug 07Tama Home (TSE:1419) Looks To Prolong Its Impressive ReturnsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥3,780, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 91% over the past three years.
Buy Or Sell Opportunity • Jul 26Now 21% undervaluedOver the last 90 days, the stock has risen 1.3% to JP¥4,415. The fair value is estimated to be JP¥5,564, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 3.6%.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥4,540, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 88% over the past three years.
Reported Earnings • Jul 16Full year 2024 earnings released: EPS: JP¥302 (vs JP¥298 in FY 2023)Full year 2024 results: EPS: JP¥302 (up from JP¥298 in FY 2023). Revenue: JP¥247.7b (down 3.3% from FY 2023). Net income: JP¥8.75b (flat on FY 2023). Profit margin: 3.5% (up from 3.4% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Jul 12+ 2 more updatesTama Home Co., Ltd., Annual General Meeting, Aug 28, 2024Tama Home Co., Ltd., Annual General Meeting, Aug 28, 2024.
分析記事 • Jun 08Tama Home Co., Ltd.'s (TSE:1419) Price Is Out Of Tune With EarningsTama Home Co., Ltd.'s ( TSE:1419 ) price-to-earnings (or "P/E") ratio of 25.4x might make it look like a strong sell...
Upcoming Dividend • May 23Upcoming dividend of JP¥185 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 30 August 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).
分析記事 • May 21Tama Home (TSE:1419) Is Increasing Its Dividend To ¥185.00The board of Tama Home Co., Ltd. ( TSE:1419 ) has announced that it will be paying its dividend of ¥185.00 on the 30th...
お知らせ • May 16Tama Home Co., Ltd. to Report Fiscal Year 2024 Results on Jul 11, 2024Tama Home Co., Ltd. announced that they will report fiscal year 2024 results on Jul 11, 2024
分析記事 • May 02We Think Tama Home (TSE:1419) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Apr 12Third quarter 2024 earnings released: JP¥39.33 loss per share (vs JP¥18.58 profit in 3Q 2023)Third quarter 2024 results: JP¥39.33 loss per share (down from JP¥18.58 profit in 3Q 2023). Revenue: JP¥39.8b (down 18% from 3Q 2023). Net loss: JP¥1.14b (down 310% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
分析記事 • Feb 26Tama Home's (TSE:1419) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Tama Home Co., Ltd. ( TSE:1419 ) has announced that it will be paying its dividend of ¥185.00 on the 30th...
お知らせ • Feb 17Tama Home Co., Ltd. to Report Q3, 2024 Results on Apr 11, 2024Tama Home Co., Ltd. announced that they will report Q3, 2024 results on Apr 11, 2024
お知らせ • Jan 15Tama Home Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending May 31, 2024Tama Home Co., Ltd. provided dividend guidance for the fiscal year ending May 31, 2024. For the year, the company expects dividend of ¥185.00 per share against ¥180.00 per share.
Reported Earnings • Jan 13Second quarter 2024 earnings released: EPS: JP¥32.84 (vs JP¥89.27 in 2Q 2023)Second quarter 2024 results: EPS: JP¥32.84 (down from JP¥89.27 in 2Q 2023). Revenue: JP¥56.4b (down 15% from 2Q 2023). Net income: JP¥951.5m (down 64% from 2Q 2023). Profit margin: 1.7% (down from 3.9% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 09Tama Home Co., Ltd. to Report Q2, 2024 Results on Jan 11, 2024Tama Home Co., Ltd. announced that they will report Q2, 2024 results on Jan 11, 2024
Reported Earnings • Oct 11First quarter 2024 earnings released: EPS: JP¥32.15 (vs JP¥65.79 in 1Q 2023)First quarter 2024 results: EPS: JP¥32.15 (down from JP¥65.79 in 1Q 2023). Revenue: JP¥53.2b (down 9.4% from 1Q 2023). Net income: JP¥932.0m (down 52% from 1Q 2023). Profit margin: 1.8% (down from 3.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 12Tama Home Co., Ltd. to Report Q1, 2024 Results on Oct 10, 2023Tama Home Co., Ltd. announced that they will report Q1, 2024 results on Oct 10, 2023
お知らせ • Jul 18+ 1 more updateTama Home Co., Ltd. Announces Dividend for the Year Ended May 31, 2023, Payable on August 30, 2023; Provides Dividend Guidance for the Fiscal Year Ending May 31, 2024Tama Home Co., Ltd. announced dividend of ¥180.00 per share for the year ended May 31, 2023 against ¥125.00 per share a year ago. Scheduled date of commencing dividend payment is August 30, 2023.The company provided dividend guidance for the fiscal year ending May 31, 2024. For the year, the company expects dividend of ¥185.00 per share against ¥180.00 per share a year ago.
New Risk • Jul 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 31% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risks Dividend is not well covered by cash flows (137% cash payout ratio). Share price has been volatile over the past 3 months (5.3% average weekly change).
Reported Earnings • Jul 15Full year 2023 earnings released: EPS: JP¥298 (vs JP¥282 in FY 2022)Full year 2023 results: EPS: JP¥298 (up from JP¥282 in FY 2022). Revenue: JP¥256.1b (up 6.4% from FY 2022). Net income: JP¥8.72b (up 5.2% from FY 2022). Profit margin: 3.4% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 13Tama Home Co., Ltd., Annual General Meeting, Aug 29, 2023Tama Home Co., Ltd., Annual General Meeting, Aug 29, 2023.
New Risk • Jul 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change).
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥3,380, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 9x in the Consumer Durables industry in Japan. Total returns to shareholders of 221% over the past three years.
お知らせ • May 25Tama Home Co., Ltd. to Report Fiscal Year 2023 Results on Jul 11, 2023Tama Home Co., Ltd. announced that they will report fiscal year 2023 results on Jul 11, 2023
Upcoming Dividend • May 23Upcoming dividend of JP¥170 per share at 4.3% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 28 August 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).
Reported Earnings • Apr 12Third quarter 2023 earnings released: EPS: JP¥18.58 (vs JP¥28.22 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.58 (down from JP¥28.22 in 3Q 2022). Revenue: JP¥48.6b (down 7.3% from 3Q 2022). Net income: JP¥543.0m (down 34% from 3Q 2022). Profit margin: 1.1% (down from 1.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 01Tama Home Co., Ltd. to Report Q3, 2023 Results on Apr 10, 2023Tama Home Co., Ltd. announced that they will report Q3, 2023 results on Apr 10, 2023
お知らせ • Jan 23+ 1 more updateTama Home Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending May 31, 2023Tama Home Co., Ltd. provided dividend guidance for the fiscal year ending May 31, 2023. For the year, the company expects dividend of ¥135.00 per share against ¥125.00 per share a year ago.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 24% share price gain to JP¥3,090, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 9x in the Consumer Durables industry in Japan. Total returns to shareholders of 152% over the past three years.
お知らせ • Jan 17Tama Home Co., Ltd. (TSE:1419) announces an Equity Buyback for 330,000 shares, representing 1.13% for ¥1,000 million.Tama Home Co., Ltd. (TSE:1419) announces a share repurchase program. Under the program, the company will repurchase up to 330,000 shares, representing 1.13% of its issued share capital (excluding treasury stock) for ¥1,000 million. The purpose of the program is to to enhance shareholder returns and improve capital efficiency. The program will run until February 28, 2023. As of November 30, 2022, the company had 29,304,299 shares in issue (excluding treasury stock) and 151,501 shares in treasury.
Reported Earnings • Jan 12Second quarter 2023 earnings released: EPS: JP¥89.27 (vs JP¥77.13 in 2Q 2022)Second quarter 2023 results: EPS: JP¥89.27 (up from JP¥77.13 in 2Q 2022). Revenue: JP¥66.5b (up 6.1% from 2Q 2022). Net income: JP¥2.62b (up 16% from 2Q 2022). Profit margin: 3.9% (up from 3.6% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 25% per year.
Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 2 independent directors. 9 non-independent directors. Independent Outside Director Koki Chikamoto was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Nov 02Tama Home Co., Ltd. to Report Q2, 2023 Results on Jan 11, 2023Tama Home Co., Ltd. announced that they will report Q2, 2023 results on Jan 11, 2023
お知らせ • Oct 13+ 1 more updateTama Home Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending May 31, 2023Tama Home Co., Ltd. provided dividend guidance for the fiscal year ending May 31, 2023. For the year, the company expects dividend of ¥130.00 per share against ¥125.00 per share a year ago.
Reported Earnings • Oct 13First quarter 2023 earnings released: EPS: JP¥65.79 (vs JP¥62.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥65.79 (up from JP¥62.43 in 1Q 2022). Revenue: JP¥58.8b (up 12% from 1Q 2022). Net income: JP¥1.93b (up 4.8% from 1Q 2022). Profit margin: 3.3% (down from 3.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 06Tama Home Co., Ltd. to Report Q1, 2023 Results on Oct 11, 2022Tama Home Co., Ltd. announced that they will report Q1, 2023 results on Oct 11, 2022
Reported Earnings • Jul 13Full year 2022 earnings released: EPS: JP¥282 (vs JP¥243 in FY 2021)Full year 2022 results: EPS: JP¥282 (up from JP¥243 in FY 2021). Revenue: JP¥240.8b (up 10% from FY 2021). Net income: JP¥8.28b (up 16% from FY 2021). Profit margin: 3.4% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Jul 12+ 3 more updatesTama Home Co., Ltd., Annual General Meeting, Aug 25, 2022Tama Home Co., Ltd., Annual General Meeting, Aug 25, 2022.
Upcoming Dividend • May 23Upcoming dividend of JP¥120 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
