Daitobo(3202)株式概要大東紡株式会社は、商業施設・不動産事業、ヘルスケア事業、ファッション衣料・ユニフォーム事業、その他関連事業を国内外で展開している。 詳細3202 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績4/6財務の健全性2/6配当金2/6報酬当社が推定した公正価値より28.9%で取引されている 過去1年間で収益は66.7%増加しました リスク分析過去5年間で収益は年間3.7%減少しました。 利払いは収益で十分にカバーされない 2.24%の配当は利益で十分にカバーされていない 意味のある時価総額がありません ( ¥4B )すべてのリスクチェックを見る3202 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥134.0096.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue JP¥3.5bEarnings JP¥77.6mAdvancedSet Fair ValueView all narrativesDaitobo Co., Ltd. 競合他社Tokyo SoirSymbol: TSE:8040Market cap: JP¥3.6bAZEARTHSymbol: TSE:3161Market cap: JP¥3.8bEstelle HoldingsLtdSymbol: TSE:7872Market cap: JP¥6.2bCrossforLtdSymbol: TSE:7810Market cap: JP¥2.9b価格と性能株価の高値、安値、推移の概要Daitobo過去の株価現在の株価JP¥134.0052週高値JP¥145.0052週安値JP¥103.00ベータ0.461ヶ月の変化8.06%3ヶ月変化-4.29%1年変化30.10%3年間の変化48.89%5年間の変化31.37%IPOからの変化-92.76%最新ニュースReported Earnings • May 09Full year 2026 earnings released: EPS: JP¥3.00 (vs JP¥1.80 in FY 2025)Full year 2026 results: EPS: JP¥3.00 (up from JP¥1.80 in FY 2025). Revenue: JP¥4.01b (down 2.3% from FY 2025). Net income: JP¥90.0m (up 67% from FY 2025). Profit margin: 2.2% (up from 1.3% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • May 08+ 2 more updatesDaitobo Co., Ltd., Annual General Meeting, Jun 23, 2026Daitobo Co., Ltd., Annual General Meeting, Jun 23, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥2.00 (vs JP¥0.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.00 (up from JP¥0.93 in 3Q 2025). Revenue: JP¥1.05b (down 1.0% from 3Q 2025). Net income: JP¥60.0m (up 114% from 3Q 2025). Profit margin: 5.7% (up from 2.6% in 3Q 2025). The increase in margin was driven by lower expenses. 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 16% per year, which means it is well ahead of earnings.お知らせ • Dec 27Daitobo Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Daitobo Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥0.20 (vs JP¥1.03 in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.20 (down from JP¥1.03 in 2Q 2025). Revenue: JP¥1.04b (down 4.4% from 2Q 2025). Net income: JP¥6.00m (down 81% from 2Q 2025). Profit margin: 0.6% (down from 2.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.最新情報をもっと見るRecent updatesReported Earnings • May 09Full year 2026 earnings released: EPS: JP¥3.00 (vs JP¥1.80 in FY 2025)Full year 2026 results: EPS: JP¥3.00 (up from JP¥1.80 in FY 2025). Revenue: JP¥4.01b (down 2.3% from FY 2025). Net income: JP¥90.0m (up 67% from FY 2025). Profit margin: 2.2% (up from 1.3% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • May 08+ 2 more updatesDaitobo Co., Ltd., Annual General Meeting, Jun 23, 2026Daitobo Co., Ltd., Annual General Meeting, Jun 23, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥2.00 (vs JP¥0.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.00 (up from JP¥0.93 in 3Q 2025). Revenue: JP¥1.05b (down 1.0% from 3Q 2025). Net income: JP¥60.0m (up 114% from 3Q 2025). Profit margin: 5.7% (up from 2.6% in 3Q 2025). The increase in margin was driven by lower expenses. 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 16% per year, which means it is well ahead of earnings.お知らせ • Dec 27Daitobo Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Daitobo Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥0.20 (vs JP¥1.03 in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.20 (down from JP¥1.03 in 2Q 2025). Revenue: JP¥1.04b (down 4.4% from 2Q 2025). Net income: JP¥6.00m (down 81% from 2Q 2025). Profit margin: 0.6% (down from 2.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.Declared Dividend • Nov 08Dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (191% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 41% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 113% to bring the payout ratio under control, which is more than the 21% EPS growth achieved over the last 5 years.お知らせ • Sep 27Daitobo Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025Daitobo Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥0.83 (vs JP¥0.23 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.83 (up from JP¥0.23 in 1Q 2025). Revenue: JP¥877.0m (down 3.6% from 1Q 2025). Net income: JP¥25.0m (up 257% from 1Q 2025). Profit margin: 2.9% (up from 0.8% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥1.80 (vs JP¥5.06 in FY 2024)Full year 2025 results: EPS: JP¥1.80 (down from JP¥5.06 in FY 2024). Revenue: JP¥4.11b (up 1.8% from FY 2024). Net income: JP¥54.0m (down 65% from FY 2024). Profit margin: 1.3% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 27Daitobo Co., Ltd. to Report Q1, 2026 Results on Aug 06, 2025Daitobo Co., Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025New Risk • May 25New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 167% Dividend yield: 2.9% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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 Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Dividend is not well covered by earnings (167% payout ratio). Profit margins are more than 30% lower than last year (1.3% net profit margin). Market cap is less than US$100m (JP¥3.09b market cap, or US$21.7m).Reported Earnings • May 09Full year 2025 earnings released: EPS: JP¥1.80 (vs JP¥5.06 in FY 2024)Full year 2025 results: EPS: JP¥1.80 (down from JP¥5.06 in FY 2024). Revenue: JP¥4.11b (up 1.8% from FY 2024). Net income: JP¥54.0m (down 65% from FY 2024). Profit margin: 1.3% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% 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 • May 09Daitobo Co., Ltd. (TSE:3202) announces an Equity Buyback for 100,000 shares, representing 0.33% for ¥12 million.Daitobo Co., Ltd. (TSE:3202) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.33% of its share capital, for ¥12 million. The purpose of the program is to improve the level of shareholder returns and to implement a flexible capital policy in response to changes in the business environment. The program will expire on May 30, 2025. As of March 31, 2025, the company had 30,063,100 shares in issue (excluding treasury stock) and 296,900 shares in treasury.お知らせ • May 08Daitobo Co., Ltd., Annual General Meeting, Jun 26, 2025Daitobo Co., Ltd., Annual General Meeting, Jun 26, 2025.Buy Or Sell Opportunity • Apr 07Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to JP¥94.00. The fair value is estimated to be JP¥123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years. Earnings per share has grown by 24%.分析記事 • Mar 27Daitobo (TSE:3202) Is Increasing Its Dividend To ¥3.00Daitobo Co., Ltd. ( TSE:3202 ) will increase its dividend from last year's comparable payment on the 25th of June to...お知らせ • Mar 27Daitobo Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Daitobo Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥0.93 (vs JP¥1.22 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.93 (down from JP¥1.22 in 3Q 2024). Revenue: JP¥1.06b (up 3.4% from 3Q 2024). Net income: JP¥28.0m (down 24% from 3Q 2024). Profit margin: 2.6% (down from 3.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 23Daitobo's (TSE:3202) Upcoming Dividend Will Be Larger Than Last Year'sDaitobo Co., Ltd.'s ( TSE:3202 ) dividend will be increasing from last year's payment of the same period to ¥3.00 on...お知らせ • Jan 23Daitobo Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Daitobo Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025分析記事 • Nov 08Daitobo (TSE:3202) Is Increasing Its Dividend To ¥3.00Daitobo Co., Ltd. ( TSE:3202 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Nov 08Dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 28th March 2025 Payment date: 25th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (13% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 53% to shift the payout ratio to a potentially unsustainable range, which is more than the 14% EPS decline seen over the last 5 years.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥1.03 (vs JP¥0.56 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.03 (up from JP¥0.56 in 2Q 2024). Revenue: JP¥1.09b (up 11% from 2Q 2024). Net income: JP¥31.0m (up 82% from 2Q 2024). Profit margin: 2.8% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Sep 27Daitobo Co., Ltd. to Report Q2, 2025 Results on Nov 06, 2024Daitobo Co., Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥0.63 (vs JP¥1.03 in 1Q 2024)First quarter 2025 results: EPS: JP¥0.63 (down from JP¥1.03 in 1Q 2024). Revenue: JP¥910.0m (up 1.4% from 1Q 2024). Net income: JP¥19.0m (down 39% from 1Q 2024). Profit margin: 2.1% (down from 3.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.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. 4 experienced directors. 5 highly experienced directors. Independent Outside Director Toshiki Yamagata was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥5.06 (vs JP¥2.29 in FY 2023)Full year 2024 results: EPS: JP¥5.06 (up from JP¥2.29 in FY 2023). Revenue: JP¥4.03b (flat on FY 2023). Net income: JP¥153.0m (up 122% from FY 2023). Profit margin: 3.8% (up from 1.7% in FY 2023). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.お知らせ • Jun 28Daitobo Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Daitobo Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥5.06 (vs JP¥2.29 in FY 2023)Full year 2024 results: EPS: JP¥5.06 (up from JP¥2.29 in FY 2023). Revenue: JP¥4.03b (flat on FY 2023). Net income: JP¥153.0m (up 122% from FY 2023). Profit margin: 3.8% (up from 1.7% in FY 2023). Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.お知らせ • May 11+ 1 more updateDaitobo Co., Ltd. (TSE:3202) announces an Equity Buyback for 300,000 shares, representing 0.99% for ¥36 million.Daitobo Co., Ltd. (TSE:3202) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 0.99% of its share capital, for ¥36 million. The purpose of the program is to improve the level of shareholder returns and to implement a flexible capital policy in response to changes in the business environment. The program will expire on June 21, 2024. As of March 31, 2023, the company had 30,291,150 shares in issue (excluding treasury stock) and 68,850 shares in treasury.分析記事 • May 10Daitobo (TSE:3202) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥106, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 4.7% over the past three years.お知らせ • Mar 27Daitobo Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Daitobo Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥1.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.7%).Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥1.22 (vs JP¥0.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.22 (up from JP¥0.53 in 3Q 2023). Revenue: JP¥1.02b (down 4.9% from 3Q 2023). Net income: JP¥37.0m (up 131% from 3Q 2023). Profit margin: 3.6% (up from 1.5% in 3Q 2023). The increase in margin was driven by lower expenses. 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.お知らせ • Feb 02Daitobo Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Daitobo Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥0.56 (vs JP¥0.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥0.56 (up from JP¥0.43 in 2Q 2023). Revenue: JP¥986.0m (flat on 2Q 2023). Net income: JP¥17.0m (up 31% from 2Q 2023). Profit margin: 1.7% (up from 1.3% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Oct 08Daitobo Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023Daitobo Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.03 (vs JP¥0.37 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥1.03 (up from JP¥0.37 loss in 1Q 2023). Revenue: JP¥897.0m (down 6.2% from 1Q 2023). Net income: JP¥31.0m (up JP¥42.0m from 1Q 2023). Profit margin: 3.5% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 12Daitobo Co., Ltd., Annual General Meeting, Jun 24, 2023Daitobo Co., Ltd., Annual General Meeting, Jun 24, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥2.29 (vs JP¥1.40 in FY 2022)Full year 2023 results: EPS: JP¥2.29 (up from JP¥1.40 in FY 2022). Revenue: JP¥4.00b (down 11% from FY 2022). Net income: JP¥69.0m (up 64% from FY 2022). Profit margin: 1.7% (up from 0.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥0.53 (vs JP¥0.94 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.53 (down from JP¥0.94 in 3Q 2022). Revenue: JP¥1.08b (down 8.5% from 3Q 2022). Net income: JP¥16.0m (down 43% from 3Q 2022). Profit margin: 1.5% (down from 2.4% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 28Daitobo Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Daitobo Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Director Toshiki Yamagata 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.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥0.43 (vs JP¥1.14 in 2Q 2022)Second quarter 2023 results: EPS: JP¥0.43 (down from JP¥1.14 in 2Q 2022). Revenue: JP¥989.0m (down 7.0% from 2Q 2022). Net income: JP¥13.0m (down 62% from 2Q 2022). Profit margin: 1.3% (down from 3.2% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 25% 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 • Sep 28Daitobo Co., Ltd. to Report Q2, 2023 Results on Nov 07, 2022Daitobo Co., Ltd. announced that they will report Q2, 2023 results on Nov 07, 2022お知らせ • Aug 11Daitobo Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Daitobo Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥0.37 loss per share (vs JP¥1.00 loss in 1Q 2022)First quarter 2023 results: JP¥0.37 loss per share (up from JP¥1.00 loss in 1Q 2022). Revenue: JP¥956.0m (up 9.3% from 1Q 2022). Net loss: JP¥11.0m (loss narrowed 63% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥1.40 (vs JP¥3.25 in FY 2021)Full year 2022 results: EPS: JP¥1.40 (down from JP¥3.25 in FY 2021). Revenue: JP¥4.50b (down 2.5% from FY 2021). Net income: JP¥42.0m (down 57% from FY 2021). Profit margin: 0.9% (down from 2.1% in FY 2021). The decrease in margin was driven by lower revenue. 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 4% per year, which means it is well ahead of earnings.お知らせ • May 18Daitobo Co., Ltd., Annual General Meeting, Jun 25, 2022Daitobo Co., Ltd., Annual General Meeting, Jun 25, 2022.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Director Toshiki Yamagata 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.Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥0.94 (up from JP¥0.20 in 3Q 2021). Revenue: JP¥1.18b (flat on 3Q 2021). Net income: JP¥28.0m (up 367% from 3Q 2021). Profit margin: 2.4% (up from 0.5% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥1.14 (vs JP¥0.10 in 2Q 2021)The company reported a solid second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥1.06b (flat on 2Q 2021). Net income: JP¥34.0m (up JP¥31.0m from 2Q 2021). Profit margin: 3.2% (up from 0.3% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥120, the stock trades at a trailing P/E ratio of 37x. Average trailing P/E is 19x in the Luxury industry in Japan. Total returns to shareholders of 24% over the past three years.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥0.20 (vs JP¥1.17 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.18b (down 2.2% from 3Q 2020). Net income: JP¥6.00m (down 83% from 3Q 2020). Profit margin: 0.5% (down from 2.9% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Jan 08Daitobo Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Daitobo Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021お知らせ • Jul 17Daitobo Co., Ltd. to Report Q1, 2021 Results on Aug 05, 2020Daitobo Co., Ltd. announced that they will report Q1, 2021 results on Aug 05, 2020株主還元3202JP LuxuryJP 市場7D7.2%3.7%3.4%1Y30.1%37.1%43.2%株主還元を見る業界別リターン: 3202過去 1 年間で37.1 % の収益を上げたJP Luxury業界を下回りました。リターン対市場: 3202は、過去 1 年間で43.2 % のリターンを上げたJP市場を下回りました。価格変動Is 3202's price volatile compared to industry and market?3202 volatility3202 Average Weekly Movement4.2%Luxury Industry Average Movement4.5%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 3202 、 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: 3202の 週次ボラティリティ ( 4% ) 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189696Kazuhiro Yamauchiwww.daitobo.co.jp株式会社大東紡は、商業施設・不動産事業、ヘルスケア事業、ファッション衣料・ユニフォーム事業、その他関連事業を国内外で展開している。商業施設の運営・管理、不動産の賃貸を行っている。また、健康素材、家庭用医療機器、健康食品、一般寝具なども提供している。旧社名は大東毛織紡績株式会社で、2016年9月に大東紡績株式会社に社名変更した。大東紡績株式会社は1896年に設立され、東京に本社を置いている。もっと見るDaitobo Co., Ltd. 基礎のまとめDaitobo の収益と売上を時価総額と比較するとどうか。3202 基礎統計学時価総額JP¥4.02b収益(TTM)JP¥90.00m売上高(TTM)JP¥4.01b44.6xPER(株価収益率1.0xP/Sレシオ3202 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3202 損益計算書(TTM)収益JP¥4.01b売上原価JP¥2.69b売上総利益JP¥1.33bその他の費用JP¥1.24b収益JP¥90.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)3.00グロス・マージン33.08%純利益率2.24%有利子負債/自己資本比率186.7%3202 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2.2%現在の配当利回り114%配当性向3202 配当は確実ですか?3202 配当履歴とベンチマークを見る3202 、いつまでに購入すれば配当金を受け取れますか?Daitobo 配当日配当落ち日Mar 30 2026配当支払日Jun 24 2026配当落ちまでの日数58 days配当支払日までの日数28 days3202 配当は確実ですか?3202 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2026/05/26 18:48終値2026/05/26 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Daitobo Co., Ltd. 0 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。0
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥3.00 (vs JP¥1.80 in FY 2025)Full year 2026 results: EPS: JP¥3.00 (up from JP¥1.80 in FY 2025). Revenue: JP¥4.01b (down 2.3% from FY 2025). Net income: JP¥90.0m (up 67% from FY 2025). Profit margin: 2.2% (up from 1.3% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • May 08+ 2 more updatesDaitobo Co., Ltd., Annual General Meeting, Jun 23, 2026Daitobo Co., Ltd., Annual General Meeting, Jun 23, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥2.00 (vs JP¥0.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.00 (up from JP¥0.93 in 3Q 2025). Revenue: JP¥1.05b (down 1.0% from 3Q 2025). Net income: JP¥60.0m (up 114% from 3Q 2025). Profit margin: 5.7% (up from 2.6% in 3Q 2025). The increase in margin was driven by lower expenses. 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 16% per year, which means it is well ahead of earnings.
お知らせ • Dec 27Daitobo Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Daitobo Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥0.20 (vs JP¥1.03 in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.20 (down from JP¥1.03 in 2Q 2025). Revenue: JP¥1.04b (down 4.4% from 2Q 2025). Net income: JP¥6.00m (down 81% from 2Q 2025). Profit margin: 0.6% (down from 2.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥3.00 (vs JP¥1.80 in FY 2025)Full year 2026 results: EPS: JP¥3.00 (up from JP¥1.80 in FY 2025). Revenue: JP¥4.01b (down 2.3% from FY 2025). Net income: JP¥90.0m (up 67% from FY 2025). Profit margin: 2.2% (up from 1.3% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • May 08+ 2 more updatesDaitobo Co., Ltd., Annual General Meeting, Jun 23, 2026Daitobo Co., Ltd., Annual General Meeting, Jun 23, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥2.00 (vs JP¥0.93 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.00 (up from JP¥0.93 in 3Q 2025). Revenue: JP¥1.05b (down 1.0% from 3Q 2025). Net income: JP¥60.0m (up 114% from 3Q 2025). Profit margin: 5.7% (up from 2.6% in 3Q 2025). The increase in margin was driven by lower expenses. 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 16% per year, which means it is well ahead of earnings.
お知らせ • Dec 27Daitobo Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Daitobo Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥0.20 (vs JP¥1.03 in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.20 (down from JP¥1.03 in 2Q 2025). Revenue: JP¥1.04b (down 4.4% from 2Q 2025). Net income: JP¥6.00m (down 81% from 2Q 2025). Profit margin: 0.6% (down from 2.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.
Declared Dividend • Nov 08Dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (191% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 41% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 113% to bring the payout ratio under control, which is more than the 21% EPS growth achieved over the last 5 years.
お知らせ • Sep 27Daitobo Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025Daitobo Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥0.83 (vs JP¥0.23 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.83 (up from JP¥0.23 in 1Q 2025). Revenue: JP¥877.0m (down 3.6% from 1Q 2025). Net income: JP¥25.0m (up 257% from 1Q 2025). Profit margin: 2.9% (up from 0.8% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥1.80 (vs JP¥5.06 in FY 2024)Full year 2025 results: EPS: JP¥1.80 (down from JP¥5.06 in FY 2024). Revenue: JP¥4.11b (up 1.8% from FY 2024). Net income: JP¥54.0m (down 65% from FY 2024). Profit margin: 1.3% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 27Daitobo Co., Ltd. to Report Q1, 2026 Results on Aug 06, 2025Daitobo Co., Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025
New Risk • May 25New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 167% Dividend yield: 2.9% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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 Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Dividend is not well covered by earnings (167% payout ratio). Profit margins are more than 30% lower than last year (1.3% net profit margin). Market cap is less than US$100m (JP¥3.09b market cap, or US$21.7m).
Reported Earnings • May 09Full year 2025 earnings released: EPS: JP¥1.80 (vs JP¥5.06 in FY 2024)Full year 2025 results: EPS: JP¥1.80 (down from JP¥5.06 in FY 2024). Revenue: JP¥4.11b (up 1.8% from FY 2024). Net income: JP¥54.0m (down 65% from FY 2024). Profit margin: 1.3% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% 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 • May 09Daitobo Co., Ltd. (TSE:3202) announces an Equity Buyback for 100,000 shares, representing 0.33% for ¥12 million.Daitobo Co., Ltd. (TSE:3202) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.33% of its share capital, for ¥12 million. The purpose of the program is to improve the level of shareholder returns and to implement a flexible capital policy in response to changes in the business environment. The program will expire on May 30, 2025. As of March 31, 2025, the company had 30,063,100 shares in issue (excluding treasury stock) and 296,900 shares in treasury.
お知らせ • May 08Daitobo Co., Ltd., Annual General Meeting, Jun 26, 2025Daitobo Co., Ltd., Annual General Meeting, Jun 26, 2025.
Buy Or Sell Opportunity • Apr 07Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to JP¥94.00. The fair value is estimated to be JP¥123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years. Earnings per share has grown by 24%.
分析記事 • Mar 27Daitobo (TSE:3202) Is Increasing Its Dividend To ¥3.00Daitobo Co., Ltd. ( TSE:3202 ) will increase its dividend from last year's comparable payment on the 25th of June to...
お知らせ • Mar 27Daitobo Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Daitobo Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥0.93 (vs JP¥1.22 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.93 (down from JP¥1.22 in 3Q 2024). Revenue: JP¥1.06b (up 3.4% from 3Q 2024). Net income: JP¥28.0m (down 24% from 3Q 2024). Profit margin: 2.6% (down from 3.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 23Daitobo's (TSE:3202) Upcoming Dividend Will Be Larger Than Last Year'sDaitobo Co., Ltd.'s ( TSE:3202 ) dividend will be increasing from last year's payment of the same period to ¥3.00 on...
お知らせ • Jan 23Daitobo Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Daitobo Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
分析記事 • Nov 08Daitobo (TSE:3202) Is Increasing Its Dividend To ¥3.00Daitobo Co., Ltd. ( TSE:3202 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Nov 08Dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 28th March 2025 Payment date: 25th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (13% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 53% to shift the payout ratio to a potentially unsustainable range, which is more than the 14% EPS decline seen over the last 5 years.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥1.03 (vs JP¥0.56 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.03 (up from JP¥0.56 in 2Q 2024). Revenue: JP¥1.09b (up 11% from 2Q 2024). Net income: JP¥31.0m (up 82% from 2Q 2024). Profit margin: 2.8% (up from 1.7% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Sep 27Daitobo Co., Ltd. to Report Q2, 2025 Results on Nov 06, 2024Daitobo Co., Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥0.63 (vs JP¥1.03 in 1Q 2024)First quarter 2025 results: EPS: JP¥0.63 (down from JP¥1.03 in 1Q 2024). Revenue: JP¥910.0m (up 1.4% from 1Q 2024). Net income: JP¥19.0m (down 39% from 1Q 2024). Profit margin: 2.1% (down from 3.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
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. 4 experienced directors. 5 highly experienced directors. Independent Outside Director Toshiki Yamagata was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥5.06 (vs JP¥2.29 in FY 2023)Full year 2024 results: EPS: JP¥5.06 (up from JP¥2.29 in FY 2023). Revenue: JP¥4.03b (flat on FY 2023). Net income: JP¥153.0m (up 122% from FY 2023). Profit margin: 3.8% (up from 1.7% in FY 2023). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.
お知らせ • Jun 28Daitobo Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Daitobo Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥5.06 (vs JP¥2.29 in FY 2023)Full year 2024 results: EPS: JP¥5.06 (up from JP¥2.29 in FY 2023). Revenue: JP¥4.03b (flat on FY 2023). Net income: JP¥153.0m (up 122% from FY 2023). Profit margin: 3.8% (up from 1.7% in FY 2023). Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.
お知らせ • May 11+ 1 more updateDaitobo Co., Ltd. (TSE:3202) announces an Equity Buyback for 300,000 shares, representing 0.99% for ¥36 million.Daitobo Co., Ltd. (TSE:3202) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 0.99% of its share capital, for ¥36 million. The purpose of the program is to improve the level of shareholder returns and to implement a flexible capital policy in response to changes in the business environment. The program will expire on June 21, 2024. As of March 31, 2023, the company had 30,291,150 shares in issue (excluding treasury stock) and 68,850 shares in treasury.
分析記事 • May 10Daitobo (TSE:3202) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥106, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 4.7% over the past three years.
お知らせ • Mar 27Daitobo Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Daitobo Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥1.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.7%).
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥1.22 (vs JP¥0.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.22 (up from JP¥0.53 in 3Q 2023). Revenue: JP¥1.02b (down 4.9% from 3Q 2023). Net income: JP¥37.0m (up 131% from 3Q 2023). Profit margin: 3.6% (up from 1.5% in 3Q 2023). The increase in margin was driven by lower expenses. 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.
お知らせ • Feb 02Daitobo Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Daitobo Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥0.56 (vs JP¥0.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥0.56 (up from JP¥0.43 in 2Q 2023). Revenue: JP¥986.0m (flat on 2Q 2023). Net income: JP¥17.0m (up 31% from 2Q 2023). Profit margin: 1.7% (up from 1.3% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Oct 08Daitobo Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023Daitobo Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.03 (vs JP¥0.37 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥1.03 (up from JP¥0.37 loss in 1Q 2023). Revenue: JP¥897.0m (down 6.2% from 1Q 2023). Net income: JP¥31.0m (up JP¥42.0m from 1Q 2023). Profit margin: 3.5% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 12Daitobo Co., Ltd., Annual General Meeting, Jun 24, 2023Daitobo Co., Ltd., Annual General Meeting, Jun 24, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥2.29 (vs JP¥1.40 in FY 2022)Full year 2023 results: EPS: JP¥2.29 (up from JP¥1.40 in FY 2022). Revenue: JP¥4.00b (down 11% from FY 2022). Net income: JP¥69.0m (up 64% from FY 2022). Profit margin: 1.7% (up from 0.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥0.53 (vs JP¥0.94 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.53 (down from JP¥0.94 in 3Q 2022). Revenue: JP¥1.08b (down 8.5% from 3Q 2022). Net income: JP¥16.0m (down 43% from 3Q 2022). Profit margin: 1.5% (down from 2.4% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 28Daitobo Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Daitobo Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Director Toshiki Yamagata 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.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥0.43 (vs JP¥1.14 in 2Q 2022)Second quarter 2023 results: EPS: JP¥0.43 (down from JP¥1.14 in 2Q 2022). Revenue: JP¥989.0m (down 7.0% from 2Q 2022). Net income: JP¥13.0m (down 62% from 2Q 2022). Profit margin: 1.3% (down from 3.2% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 25% 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 • Sep 28Daitobo Co., Ltd. to Report Q2, 2023 Results on Nov 07, 2022Daitobo Co., Ltd. announced that they will report Q2, 2023 results on Nov 07, 2022
お知らせ • Aug 11Daitobo Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Daitobo Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥0.37 loss per share (vs JP¥1.00 loss in 1Q 2022)First quarter 2023 results: JP¥0.37 loss per share (up from JP¥1.00 loss in 1Q 2022). Revenue: JP¥956.0m (up 9.3% from 1Q 2022). Net loss: JP¥11.0m (loss narrowed 63% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥1.40 (vs JP¥3.25 in FY 2021)Full year 2022 results: EPS: JP¥1.40 (down from JP¥3.25 in FY 2021). Revenue: JP¥4.50b (down 2.5% from FY 2021). Net income: JP¥42.0m (down 57% from FY 2021). Profit margin: 0.9% (down from 2.1% in FY 2021). The decrease in margin was driven by lower revenue. 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 4% per year, which means it is well ahead of earnings.
お知らせ • May 18Daitobo Co., Ltd., Annual General Meeting, Jun 25, 2022Daitobo Co., Ltd., Annual General Meeting, Jun 25, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Director Toshiki Yamagata 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.
Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥0.94 (up from JP¥0.20 in 3Q 2021). Revenue: JP¥1.18b (flat on 3Q 2021). Net income: JP¥28.0m (up 367% from 3Q 2021). Profit margin: 2.4% (up from 0.5% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥1.14 (vs JP¥0.10 in 2Q 2021)The company reported a solid second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥1.06b (flat on 2Q 2021). Net income: JP¥34.0m (up JP¥31.0m from 2Q 2021). Profit margin: 3.2% (up from 0.3% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥120, the stock trades at a trailing P/E ratio of 37x. Average trailing P/E is 19x in the Luxury industry in Japan. Total returns to shareholders of 24% over the past three years.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥0.20 (vs JP¥1.17 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.18b (down 2.2% from 3Q 2020). Net income: JP¥6.00m (down 83% from 3Q 2020). Profit margin: 0.5% (down from 2.9% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Jan 08Daitobo Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Daitobo Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021
お知らせ • Jul 17Daitobo Co., Ltd. to Report Q1, 2021 Results on Aug 05, 2020Daitobo Co., Ltd. announced that they will report Q1, 2021 results on Aug 05, 2020