View Valuation&Do HoldingsLtd 将来の成長Future 基準チェック /06現在、 &Do HoldingsLtdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Consumer Durables 収益成長13.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Major Estimate Revision • Mar 10Analysts increase revenue estimates to JP¥39.5bThe 2021 consensus revenue estimate increased from JP¥35.2b. Earning per share (EPS) estimate also increased from JP¥66.30 to JP¥85.70 for the same period. Net income is expected to grow by 16% next year compared to 10.0% growth forecast for the Consumer Durables industry in Japan. The consensus price target increased from JP¥1,050 to JP¥1,300. Share price is up 6.6% to JP¥1,182 over the past week.Price Target Changed • Dec 01Price target raised to JP¥1,050Up from JP¥900, the current price target is provided by 1 analyst. The new target price is 13% below the current share price of JP¥1,204. As of last close, the stock is down 23% over the past year.すべての更新を表示Recent updatesReported Earnings • May 16Third quarter 2026 earnings released: EPS: JP¥77.42 (vs JP¥27.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥77.42 (up from JP¥27.84 in 3Q 2025). Revenue: JP¥13.3b (up 20% from 3Q 2025). Net income: JP¥1.55b (up 182% from 3Q 2025). Profit margin: 12% (up from 4.9% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.分析記事 • Feb 16&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 29th of...Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥3.11 (vs JP¥49.98 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.11 (down from JP¥49.98 in 2Q 2025). Revenue: JP¥14.0b (down 34% from 2Q 2025). Net income: JP¥62.0m (down 94% from 2Q 2025). Profit margin: 0.4% (down from 4.7% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Declared Dividend • Feb 16Dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 06Joshin Denki Co., Ltd. (TSE:8173) completed the acquisition of DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457).Joshin Denki Co., Ltd. (TSE:8173) agreed to acquire DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457) for ¥1.5 billion on December 23, 2025. The expected completion of the transaction is February 5, 2026. Joshin Denki Co., Ltd. (TSE:8173) completed the acquisition of DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457) on February 5, 2026. On completion, DO Reform Co., Ltd will change the Trade Name to Joshin Reform Kinki Co., Ltd. The Company also notifies that DO Reform’s extraordinary general shareholders meeting resolved on the change of the company’s trade name and the appointment of its leadership team. Tatsuya Hattori, Kazuki Maekawa, Nobuhiro Eriguchi, Katsutoshi Takagi, Seiji Matsuura will be the Representative Director and Mitsuru Furusawa will be the Company Auditor of the new company.お知らせ • Dec 13&Do Holdings Co.,Ltd. to Report Q2, 2026 Results on Feb 13, 2026&Do Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Feb 13, 2026Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥0.90 (vs JP¥7.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.90 (down from JP¥7.18 in 1Q 2025). Revenue: JP¥11.9b (down 18% from 1Q 2025). Net income: JP¥18.0m (down 87% from 1Q 2025). Profit margin: 0.2% (down from 1.0% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.お知らせ • Sep 19&Do Holdings Co.,Ltd. to Report Q1, 2026 Results on Nov 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025分析記事 • Aug 21&Do HoldingsLtd's (TSE:3457) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from &Do Holdings Co.,Ltd. ( TSE:3457 ) last week didn't sink the stock price. Our...Reported Earnings • Aug 16Full year 2025 earnings released: EPS: JP¥119 (vs JP¥125 in FY 2024)Full year 2025 results: EPS: JP¥119 (down from JP¥125 in FY 2024). Revenue: JP¥64.7b (down 4.2% from FY 2024). Net income: JP¥2.34b (down 5.5% from FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.お知らせ • Aug 14&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2025&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2025.Upcoming Dividend • Jun 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 September 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.7%).分析記事 • Jun 19&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...お知らせ • Jun 10&Do Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Aug 14, 2025&Do Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Aug 14, 2025お知らせ • Jun 04&Do Holdings Co.,Ltd. announced that it has received ¥1.012986 billion in funding from Dai-ichi Life Holdings, Inc.On June 4, 2025, &Do Holdings Co.,Ltd. closed the transaction. Dai-ichi Life Holdings, Inc. will hold 15.70% stake.分析記事 • May 18&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...Declared Dividend • May 17Dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2025 Payment date: 27th September 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 15Third quarter 2025 earnings released: EPS: JP¥27.84 (vs JP¥4.52 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.84 (up from JP¥4.52 in 3Q 2024). Revenue: JP¥11.1b (down 20% from 3Q 2024). Net income: JP¥548.0m (up JP¥458.0m from 3Q 2024). Profit margin: 4.9% (up from 0.6% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 13&Do Holdings Co.,Ltd. to Report Q3, 2025 Results on May 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q3, 2025 results on May 13, 2025Reported Earnings • Feb 15Second quarter 2025 earnings released: EPS: JP¥49.98 (vs JP¥42.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥49.98 (up from JP¥42.47 in 2Q 2024). Revenue: JP¥21.4b (up 7.0% from 2Q 2024). Net income: JP¥995.0m (up 18% from 2Q 2024). Profit margin: 4.7% (up from 4.2% 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 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 20&Do Holdings Co.,Ltd. announced that it expects to receive ¥1.012986 billion in funding from Dai-ichi Life Holdings, Inc.&Do Holdings Co.,Ltd. announced a private placement to issue 1,053,000 common shares at issue price of ¥ 962 per share for gross proceeds of ¥1,012,986,000 on December 18, 2024. The transaction includes participation from new investor, Dai-ichi Life Holdings, Inc. for ¥1,012,986,000. The transaction will happen through third party allocation. The issue date will be from January 14, 2025 to September 30, 2025. The transaction has been approved at board of director meeting of the company. The company will bear issuance issuance costs of ¥40,000,000 and will receive net proceeds of ¥972,986,000. The estimated issuance expenses are expected to be the total of advisory fees, attorney's fees, registration fees and other related expenses.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,146, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 42% over the past three years.New Risk • Dec 19New 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: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). 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). Profit margins are more than 30% lower than last year (3.1% net profit margin).お知らせ • Dec 18&Do Holdings Co.,Ltd. (TSE:3457) announces an Equity Buyback for 1,053,000 shares, representing 5.29% for ¥1,400 million.&Do Holdings Co.,Ltd. (TSE:3457) announces a share repurchase program. Under the program, the company will repurchase up to 1,053,000 shares, representing 5.29% of its total issued shares (excluding treasury stock), for ¥1,400 million. The purpose of the buyback is to promote a capital and business alliance with Dai-ichi Life Holdings, Inc. The repurchase will expire on September 19, 2025. As of November 30, 2024, the company had 19,906,206 shares in issue(excluding treasury stock)and 594 shares in treasury.お知らせ • Dec 07&Do Holdings Co.,Ltd. to Report Q2, 2025 Results on Feb 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Feb 13, 2025Reported Earnings • Nov 19First quarter 2025 earnings released: EPS: JP¥7.18 (vs JP¥28.31 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.18 (down from JP¥28.31 in 1Q 2024). Revenue: JP¥14.5b (down 5.5% from 1Q 2024). Net income: JP¥143.0m (down 74% from 1Q 2024). Profit margin: 1.0% (down from 3.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥125 (vs JP¥112 in FY 2023)Full year 2024 results: EPS: JP¥125 (up from JP¥112 in FY 2023). Revenue: JP¥67.6b (up 36% from FY 2023). Net income: JP¥2.48b (up 13% from FY 2023). Profit margin: 3.7% (down from 4.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 19&Do Holdings Co.,Ltd. to Report Q1, 2025 Results on Nov 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Nov 13, 2024New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 19Full year 2024 earnings released: EPS: JP¥125 (vs JP¥112 in FY 2023)Full year 2024 results: EPS: JP¥125 (up from JP¥112 in FY 2023). Revenue: JP¥67.6b (up 36% from FY 2023). Net income: JP¥2.48b (up 13% from FY 2023). Profit margin: 3.7% (down from 4.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 14&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2024&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2024.分析記事 • Aug 06&Do HoldingsLtd (TSE:3457) Has No Shortage Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥848, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 2.2% over the past three years.Upcoming Dividend • Jun 20Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 27 September 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.8%).Reported Earnings • May 16Third quarter 2024 earnings released: EPS: JP¥4.52 (vs JP¥23.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.52 (down from JP¥23.66 in 3Q 2023). Revenue: JP¥13.9b (up 32% from 3Q 2023). Net income: JP¥90.0m (down 81% from 3Q 2023). Profit margin: 0.6% (down from 4.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 16&Do Holdings Co.,Ltd. to Report Q3, 2024 Results on May 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q3, 2024 results on May 13, 2024Reported Earnings • Feb 15Second quarter 2024 earnings released: EPS: JP¥42.47 (vs JP¥48.96 in 2Q 2023)Second quarter 2024 results: EPS: JP¥42.47 (down from JP¥48.96 in 2Q 2023). Revenue: JP¥20.0b (up 26% from 2Q 2023). Net income: JP¥845.0m (down 12% from 2Q 2023). Profit margin: 4.2% (down from 6.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Dec 14&Do Holdings Co.,Ltd. to Report Q2, 2024 Results on Feb 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Feb 13, 2024Reported Earnings • Nov 15First quarter 2024 earnings released: EPS: JP¥28.31 (vs JP¥8.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.31 (up from JP¥8.89 in 1Q 2023). Revenue: JP¥15.4b (up 60% from 1Q 2023). Net income: JP¥558.0m (up 221% from 1Q 2023). Profit margin: 3.6% (up from 1.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Sep 23HLB Fund No. 15 LLP agreed to acquire Detached homes and condominiums in the Tokyo Metropolitan Area and Chubu and Kinki regions from &Do Holdings Co.,Ltd. (TSE:3457) for ¥4 billion.HLB Fund No. 15 LLP agreed to acquire Detached homes and condominiums in the Tokyo Metropolitan Area and Chubu and Kinki regions from &Do Holdings Co.,Ltd. (TSE:3457) for ¥4 billion on September 21, 2023. e &Do Holdings Co., Ltd. announces that during a meeting held on September 21, 2023, its Board of Directors approved the transaction. The transaction is expected to close on September 21, 2023.お知らせ • Sep 17&Do Holdings Co.,Ltd. to Report Q1, 2024 Results on Nov 13, 2023&Do Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Nov 13, 2023New Risk • Aug 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 38% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (38% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Aug 16&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2023&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2023.Reported Earnings • Aug 16Full year 2023 earnings released: EPS: JP¥112 (vs JP¥99.96 in FY 2022)Full year 2023 results: EPS: JP¥112 (up from JP¥99.96 in FY 2022). Revenue: JP¥49.6b (up 20% from FY 2022). Net income: JP¥2.20b (up 12% from FY 2022). Profit margin: 4.4% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.New Risk • Jul 04New 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 5.1% 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: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.1% average weekly change).Upcoming Dividend • Jun 22Upcoming dividend of JP¥40.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).お知らせ • Jun 17&Do Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Aug 14, 2023&Do Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Aug 14, 2023Reported Earnings • May 17Third quarter 2023 earnings released: EPS: JP¥23.66 (vs JP¥1.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.66 (up from JP¥1.13 in 3Q 2022). Revenue: JP¥10.5b (up 53% from 3Q 2022). Net income: JP¥463.0m (up JP¥441.0m from 3Q 2022). Profit margin: 4.4% (up from 0.3% in 3Q 2022). 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 but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 15Second quarter 2023 earnings released: EPS: JP¥48.96 (vs JP¥38.60 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.96 (up from JP¥38.60 in 2Q 2022). Revenue: JP¥15.8b (up 41% from 2Q 2022). Net income: JP¥958.0m (up 27% from 2Q 2022). Profit margin: 6.1% (down from 6.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Dec 15&Do Holdings Co.,Ltd. to Report Q2, 2023 Results on Feb 13, 2023&Do Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Feb 13, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Mayuko Hara was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13First quarter 2023 earnings released: EPS: JP¥8.89 (vs JP¥21.17 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.89 (down from JP¥21.17 in 1Q 2022). Revenue: JP¥9.61b (down 13% from 1Q 2022). Net income: JP¥174.0m (down 58% from 1Q 2022). Profit margin: 1.8% (down from 3.7% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Sep 14&Do Holdings Co.,Ltd. to Report Q1, 2023 Results on Nov 11, 2022&Do Holdings Co.,Ltd. announced that they will report Q1, 2023 results on Nov 11, 2022お知らせ • Aug 17&Do Holdings Co.,Ltd., Annual General Meeting, Sep 27, 2022&Do Holdings Co.,Ltd., Annual General Meeting, Sep 27, 2022.Reported Earnings • Aug 17Full year 2022 earnings released: EPS: JP¥99.96 (vs JP¥82.83 in FY 2021)Full year 2022 results: EPS: JP¥99.96 (up from JP¥82.83 in FY 2021). Revenue: JP¥41.4b (up 6.0% from FY 2021). Net income: JP¥1.96b (up 21% from FY 2021). Profit margin: 4.7% (up from 4.1% 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 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Jun 16&Do Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Aug 15, 2022&Do Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Aug 15, 2022Reported Earnings • May 15Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥1.13 (up from JP¥0.67 loss in 3Q 2021). Revenue: JP¥6.87b (up 3.8% from 3Q 2021). Net income: JP¥22.0m (up JP¥35.0m from 3Q 2021). Profit margin: 0.3% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Board Change • May 10Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Outside Independent Director Yuichi Ikeda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07&Do Holdings Co.,Ltd. to Report Q3, 2022 Results on May 12, 2022&Do Holdings Co.,Ltd. announced that they will report Q3, 2022 results on May 12, 2022Reported Earnings • Feb 12Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: JP¥38.60 (up from JP¥32.41 in 2Q 2021). Revenue: JP¥11.2b (flat on 2Q 2021). Net income: JP¥755.0m (up 20% from 2Q 2021). Profit margin: 6.7% (up from 5.6% in 2Q 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 12First quarter 2022 earnings released: EPS JP¥21.17 (vs JP¥7.80 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.1b (up 47% from 1Q 2021). Net income: JP¥414.0m (up 172% from 1Q 2021). Profit margin: 3.7% (up from 2.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥82.83 (vs JP¥52.90 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥39.0b (up 19% from FY 2020). Net income: JP¥1.62b (up 57% from FY 2020). Profit margin: 4.1% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 16Third quarter 2021 earnings released: JP¥0.67 loss per share (vs JP¥18.28 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥6.62b (down 22% from 3Q 2020). Net loss: JP¥13.0m (down 104% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% 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 • Mar 10HOUSE DO Co.,Ltd. to Report Q3, 2021 Results on May 11, 2021HOUSE DO Co.,Ltd. announced that they will report Q3, 2021 results on May 11, 2021Major Estimate Revision • Mar 10Analysts increase revenue estimates to JP¥39.5bThe 2021 consensus revenue estimate increased from JP¥35.2b. Earning per share (EPS) estimate also increased from JP¥66.30 to JP¥85.70 for the same period. Net income is expected to grow by 16% next year compared to 10.0% growth forecast for the Consumer Durables industry in Japan. The consensus price target increased from JP¥1,050 to JP¥1,300. Share price is up 6.6% to JP¥1,182 over the past week.Is New 90 Day High Low • Feb 24New 90-day low: JP¥1,120The company is down 9.0% from its price of JP¥1,226 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 19% over the same period.Reported Earnings • Feb 14Second quarter 2021 earnings released: EPS JP¥32.41 (vs JP¥14.74 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥11.2b (up 33% from 2Q 2020). Net income: JP¥632.0m (up 120% from 2Q 2020). Profit margin: 5.6% (up from 3.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Jan 04New 90-day low: JP¥1,131The company is down 13% from its price of JP¥1,302 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 22% over the same period.お知らせ • Dec 05HOUSE DO Co.,Ltd. to Report Q2, 2021 Results on Feb 10, 2021HOUSE DO Co.,Ltd. announced that they will report Q2, 2021 results on Feb 10, 2021Price Target Changed • Dec 01Price target raised to JP¥1,050Up from JP¥900, the current price target is provided by 1 analyst. The new target price is 13% below the current share price of JP¥1,204. As of last close, the stock is down 23% over the past year.お知らせ • Sep 25HOUSE DO Co.,Ltd. to Report Q1, 2021 Results on Nov 10, 2020HOUSE DO Co.,Ltd. announced that they will report Q1, 2021 results on Nov 10, 2020お知らせ • Sep 21HOUSE DO Co.,Ltd.(TSE:3457) dropped from S&P Global BMI IndexHOUSE DO Co.,Ltd.(TSE:3457) dropped from S&P Global BMI Indexお知らせ • Jun 19HOUSE DO Co.,Ltd. to Report Q4, 2020 Results on Aug 12, 2020HOUSE DO Co.,Ltd. announced that they will report Q4, 2020 results on Aug 12, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、&Do HoldingsLtd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:3457 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202656,9602,281N/AN/AN/A12/31/202554,7791,2836,5627,389N/A9/30/202562,1362,216N/AN/AN/A6/30/202564,7352,3416,3947,522N/A3/31/202565,3302,669N/AN/AN/A12/31/202468,1342,2114,6395,492N/A9/30/202466,7352,061N/AN/AN/A6/30/202467,5792,4766,5897,440N/A3/31/202462,8622,093N/AN/AN/A12/31/202359,4882,466-8,304-3,225N/A9/30/202355,3292,579N/AN/AN/A6/30/202349,5522,195-18,576-12,713N/A3/31/202348,1732,359N/AN/AN/A12/31/202244,5411,918-13,719-2,843N/A9/30/202239,9361,715N/AN/AN/A6/30/202241,3951,955-8,14311,983N/A3/31/202242,8472,036N/AN/AN/A12/31/202142,5932,001-4,30215,454N/A9/30/202142,5851,878N/AN/AN/A6/30/202139,0371,616-2,02912,696N/A3/31/202135,2741,158N/AN/AN/A12/31/202037,0981,5272,23712,751N/A9/30/202034,3401,182N/AN/AN/A6/30/202032,8781,030-4,8725,021N/A3/31/202032,9341,398N/AN/AN/A12/31/201933,3891,568N/A7,041N/A9/30/201931,5291,692N/AN/AN/A6/30/201931,5462,006N/A9,296N/A3/31/201929,1741,897N/AN/AN/A12/31/201825,6561,553N/A3,970N/A9/30/201823,9361,339N/AN/AN/A6/30/201822,5171,279N/A2,919N/A3/31/201818,897855N/AN/AN/A12/31/201717,801831N/A236N/A9/30/201717,473848N/AN/AN/A6/30/201716,848737N/A-956N/A3/31/201717,228665N/AN/AN/A12/31/201617,178652N/A630N/A9/30/201617,294698N/AN/AN/A6/30/201617,275741N/A1,430N/A3/31/201616,413651N/AN/AN/A12/31/201516,333594N/AN/AN/A9/30/201515,130437N/AN/AN/A6/30/201514,573353N/A344N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3457の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3457の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 3457の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3457の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 3457の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3457の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 04:30終値2026/05/22 00:00収益2026/03/31年間収益2025/06/30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&Do Holdings 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。2 アナリスト機関Katsumi MiyazawaIchiyoshi Research Institute Inc.Takumi KasaiTokai Tokyo Intelligence Laboratory Co., Ltd.
Major Estimate Revision • Mar 10Analysts increase revenue estimates to JP¥39.5bThe 2021 consensus revenue estimate increased from JP¥35.2b. Earning per share (EPS) estimate also increased from JP¥66.30 to JP¥85.70 for the same period. Net income is expected to grow by 16% next year compared to 10.0% growth forecast for the Consumer Durables industry in Japan. The consensus price target increased from JP¥1,050 to JP¥1,300. Share price is up 6.6% to JP¥1,182 over the past week.
Price Target Changed • Dec 01Price target raised to JP¥1,050Up from JP¥900, the current price target is provided by 1 analyst. The new target price is 13% below the current share price of JP¥1,204. As of last close, the stock is down 23% over the past year.
Reported Earnings • May 16Third quarter 2026 earnings released: EPS: JP¥77.42 (vs JP¥27.84 in 3Q 2025)Third quarter 2026 results: EPS: JP¥77.42 (up from JP¥27.84 in 3Q 2025). Revenue: JP¥13.3b (up 20% from 3Q 2025). Net income: JP¥1.55b (up 182% from 3Q 2025). Profit margin: 12% (up from 4.9% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
分析記事 • Feb 16&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 29th of...
Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥3.11 (vs JP¥49.98 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.11 (down from JP¥49.98 in 2Q 2025). Revenue: JP¥14.0b (down 34% from 2Q 2025). Net income: JP¥62.0m (down 94% from 2Q 2025). Profit margin: 0.4% (down from 4.7% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Declared Dividend • Feb 16Dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 06Joshin Denki Co., Ltd. (TSE:8173) completed the acquisition of DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457).Joshin Denki Co., Ltd. (TSE:8173) agreed to acquire DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457) for ¥1.5 billion on December 23, 2025. The expected completion of the transaction is February 5, 2026. Joshin Denki Co., Ltd. (TSE:8173) completed the acquisition of DO Reform Co., Ltd from &Do Holdings Co.,Ltd. (TSE:3457) on February 5, 2026. On completion, DO Reform Co., Ltd will change the Trade Name to Joshin Reform Kinki Co., Ltd. The Company also notifies that DO Reform’s extraordinary general shareholders meeting resolved on the change of the company’s trade name and the appointment of its leadership team. Tatsuya Hattori, Kazuki Maekawa, Nobuhiro Eriguchi, Katsutoshi Takagi, Seiji Matsuura will be the Representative Director and Mitsuru Furusawa will be the Company Auditor of the new company.
お知らせ • Dec 13&Do Holdings Co.,Ltd. to Report Q2, 2026 Results on Feb 13, 2026&Do Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Feb 13, 2026
Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥0.90 (vs JP¥7.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.90 (down from JP¥7.18 in 1Q 2025). Revenue: JP¥11.9b (down 18% from 1Q 2025). Net income: JP¥18.0m (down 87% from 1Q 2025). Profit margin: 0.2% (down from 1.0% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Sep 19&Do Holdings Co.,Ltd. to Report Q1, 2026 Results on Nov 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025
分析記事 • Aug 21&Do HoldingsLtd's (TSE:3457) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from &Do Holdings Co.,Ltd. ( TSE:3457 ) last week didn't sink the stock price. Our...
Reported Earnings • Aug 16Full year 2025 earnings released: EPS: JP¥119 (vs JP¥125 in FY 2024)Full year 2025 results: EPS: JP¥119 (down from JP¥125 in FY 2024). Revenue: JP¥64.7b (down 4.2% from FY 2024). Net income: JP¥2.34b (down 5.5% from FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Aug 14&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2025&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2025.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 September 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.7%).
分析記事 • Jun 19&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...
お知らせ • Jun 10&Do Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Aug 14, 2025&Do Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Aug 14, 2025
お知らせ • Jun 04&Do Holdings Co.,Ltd. announced that it has received ¥1.012986 billion in funding from Dai-ichi Life Holdings, Inc.On June 4, 2025, &Do Holdings Co.,Ltd. closed the transaction. Dai-ichi Life Holdings, Inc. will hold 15.70% stake.
分析記事 • May 18&Do HoldingsLtd (TSE:3457) Is Paying Out A Larger Dividend Than Last Year&Do Holdings Co.,Ltd. ( TSE:3457 ) will increase its dividend from last year's comparable payment on the 27th of...
Declared Dividend • May 17Dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2025 Payment date: 27th September 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 47% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 15Third quarter 2025 earnings released: EPS: JP¥27.84 (vs JP¥4.52 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.84 (up from JP¥4.52 in 3Q 2024). Revenue: JP¥11.1b (down 20% from 3Q 2024). Net income: JP¥548.0m (up JP¥458.0m from 3Q 2024). Profit margin: 4.9% (up from 0.6% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 13&Do Holdings Co.,Ltd. to Report Q3, 2025 Results on May 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q3, 2025 results on May 13, 2025
Reported Earnings • Feb 15Second quarter 2025 earnings released: EPS: JP¥49.98 (vs JP¥42.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥49.98 (up from JP¥42.47 in 2Q 2024). Revenue: JP¥21.4b (up 7.0% from 2Q 2024). Net income: JP¥995.0m (up 18% from 2Q 2024). Profit margin: 4.7% (up from 4.2% 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 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 20&Do Holdings Co.,Ltd. announced that it expects to receive ¥1.012986 billion in funding from Dai-ichi Life Holdings, Inc.&Do Holdings Co.,Ltd. announced a private placement to issue 1,053,000 common shares at issue price of ¥ 962 per share for gross proceeds of ¥1,012,986,000 on December 18, 2024. The transaction includes participation from new investor, Dai-ichi Life Holdings, Inc. for ¥1,012,986,000. The transaction will happen through third party allocation. The issue date will be from January 14, 2025 to September 30, 2025. The transaction has been approved at board of director meeting of the company. The company will bear issuance issuance costs of ¥40,000,000 and will receive net proceeds of ¥972,986,000. The estimated issuance expenses are expected to be the total of advisory fees, attorney's fees, registration fees and other related expenses.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,146, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 42% over the past three years.
New Risk • Dec 19New 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: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). 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). Profit margins are more than 30% lower than last year (3.1% net profit margin).
お知らせ • Dec 18&Do Holdings Co.,Ltd. (TSE:3457) announces an Equity Buyback for 1,053,000 shares, representing 5.29% for ¥1,400 million.&Do Holdings Co.,Ltd. (TSE:3457) announces a share repurchase program. Under the program, the company will repurchase up to 1,053,000 shares, representing 5.29% of its total issued shares (excluding treasury stock), for ¥1,400 million. The purpose of the buyback is to promote a capital and business alliance with Dai-ichi Life Holdings, Inc. The repurchase will expire on September 19, 2025. As of November 30, 2024, the company had 19,906,206 shares in issue(excluding treasury stock)and 594 shares in treasury.
お知らせ • Dec 07&Do Holdings Co.,Ltd. to Report Q2, 2025 Results on Feb 13, 2025&Do Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Feb 13, 2025
Reported Earnings • Nov 19First quarter 2025 earnings released: EPS: JP¥7.18 (vs JP¥28.31 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.18 (down from JP¥28.31 in 1Q 2024). Revenue: JP¥14.5b (down 5.5% from 1Q 2024). Net income: JP¥143.0m (down 74% from 1Q 2024). Profit margin: 1.0% (down from 3.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥125 (vs JP¥112 in FY 2023)Full year 2024 results: EPS: JP¥125 (up from JP¥112 in FY 2023). Revenue: JP¥67.6b (up 36% from FY 2023). Net income: JP¥2.48b (up 13% from FY 2023). Profit margin: 3.7% (down from 4.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 19&Do Holdings Co.,Ltd. to Report Q1, 2025 Results on Nov 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Nov 13, 2024
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 19Full year 2024 earnings released: EPS: JP¥125 (vs JP¥112 in FY 2023)Full year 2024 results: EPS: JP¥125 (up from JP¥112 in FY 2023). Revenue: JP¥67.6b (up 36% from FY 2023). Net income: JP¥2.48b (up 13% from FY 2023). Profit margin: 3.7% (down from 4.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 14&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2024&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2024.
分析記事 • Aug 06&Do HoldingsLtd (TSE:3457) Has No Shortage Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥848, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 12x in the Consumer Durables industry in Japan. Total loss to shareholders of 2.2% over the past three years.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 27 September 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.8%).
Reported Earnings • May 16Third quarter 2024 earnings released: EPS: JP¥4.52 (vs JP¥23.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.52 (down from JP¥23.66 in 3Q 2023). Revenue: JP¥13.9b (up 32% from 3Q 2023). Net income: JP¥90.0m (down 81% from 3Q 2023). Profit margin: 0.6% (down from 4.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 16&Do Holdings Co.,Ltd. to Report Q3, 2024 Results on May 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q3, 2024 results on May 13, 2024
Reported Earnings • Feb 15Second quarter 2024 earnings released: EPS: JP¥42.47 (vs JP¥48.96 in 2Q 2023)Second quarter 2024 results: EPS: JP¥42.47 (down from JP¥48.96 in 2Q 2023). Revenue: JP¥20.0b (up 26% from 2Q 2023). Net income: JP¥845.0m (down 12% from 2Q 2023). Profit margin: 4.2% (down from 6.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Dec 14&Do Holdings Co.,Ltd. to Report Q2, 2024 Results on Feb 13, 2024&Do Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Feb 13, 2024
Reported Earnings • Nov 15First quarter 2024 earnings released: EPS: JP¥28.31 (vs JP¥8.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.31 (up from JP¥8.89 in 1Q 2023). Revenue: JP¥15.4b (up 60% from 1Q 2023). Net income: JP¥558.0m (up 221% from 1Q 2023). Profit margin: 3.6% (up from 1.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Sep 23HLB Fund No. 15 LLP agreed to acquire Detached homes and condominiums in the Tokyo Metropolitan Area and Chubu and Kinki regions from &Do Holdings Co.,Ltd. (TSE:3457) for ¥4 billion.HLB Fund No. 15 LLP agreed to acquire Detached homes and condominiums in the Tokyo Metropolitan Area and Chubu and Kinki regions from &Do Holdings Co.,Ltd. (TSE:3457) for ¥4 billion on September 21, 2023. e &Do Holdings Co., Ltd. announces that during a meeting held on September 21, 2023, its Board of Directors approved the transaction. The transaction is expected to close on September 21, 2023.
お知らせ • Sep 17&Do Holdings Co.,Ltd. to Report Q1, 2024 Results on Nov 13, 2023&Do Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Nov 13, 2023
New Risk • Aug 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 38% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (38% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Aug 16&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2023&Do Holdings Co.,Ltd., Annual General Meeting, Sep 26, 2023.
Reported Earnings • Aug 16Full year 2023 earnings released: EPS: JP¥112 (vs JP¥99.96 in FY 2022)Full year 2023 results: EPS: JP¥112 (up from JP¥99.96 in FY 2022). Revenue: JP¥49.6b (up 20% from FY 2022). Net income: JP¥2.20b (up 12% from FY 2022). Profit margin: 4.4% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 04New 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 5.1% 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: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.1% average weekly change).
Upcoming Dividend • Jun 22Upcoming dividend of JP¥40.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).
お知らせ • Jun 17&Do Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Aug 14, 2023&Do Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Aug 14, 2023
Reported Earnings • May 17Third quarter 2023 earnings released: EPS: JP¥23.66 (vs JP¥1.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.66 (up from JP¥1.13 in 3Q 2022). Revenue: JP¥10.5b (up 53% from 3Q 2022). Net income: JP¥463.0m (up JP¥441.0m from 3Q 2022). Profit margin: 4.4% (up from 0.3% in 3Q 2022). 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 but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 15Second quarter 2023 earnings released: EPS: JP¥48.96 (vs JP¥38.60 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.96 (up from JP¥38.60 in 2Q 2022). Revenue: JP¥15.8b (up 41% from 2Q 2022). Net income: JP¥958.0m (up 27% from 2Q 2022). Profit margin: 6.1% (down from 6.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Dec 15&Do Holdings Co.,Ltd. to Report Q2, 2023 Results on Feb 13, 2023&Do Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Feb 13, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Mayuko Hara was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13First quarter 2023 earnings released: EPS: JP¥8.89 (vs JP¥21.17 in 1Q 2022)First quarter 2023 results: EPS: JP¥8.89 (down from JP¥21.17 in 1Q 2022). Revenue: JP¥9.61b (down 13% from 1Q 2022). Net income: JP¥174.0m (down 58% from 1Q 2022). Profit margin: 1.8% (down from 3.7% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Sep 14&Do Holdings Co.,Ltd. to Report Q1, 2023 Results on Nov 11, 2022&Do Holdings Co.,Ltd. announced that they will report Q1, 2023 results on Nov 11, 2022
お知らせ • Aug 17&Do Holdings Co.,Ltd., Annual General Meeting, Sep 27, 2022&Do Holdings Co.,Ltd., Annual General Meeting, Sep 27, 2022.
Reported Earnings • Aug 17Full year 2022 earnings released: EPS: JP¥99.96 (vs JP¥82.83 in FY 2021)Full year 2022 results: EPS: JP¥99.96 (up from JP¥82.83 in FY 2021). Revenue: JP¥41.4b (up 6.0% from FY 2021). Net income: JP¥1.96b (up 21% from FY 2021). Profit margin: 4.7% (up from 4.1% 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 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Jun 16&Do Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Aug 15, 2022&Do Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Aug 15, 2022
Reported Earnings • May 15Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥1.13 (up from JP¥0.67 loss in 3Q 2021). Revenue: JP¥6.87b (up 3.8% from 3Q 2021). Net income: JP¥22.0m (up JP¥35.0m from 3Q 2021). Profit margin: 0.3% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Board Change • May 10Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Outside Independent Director Yuichi Ikeda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07&Do Holdings Co.,Ltd. to Report Q3, 2022 Results on May 12, 2022&Do Holdings Co.,Ltd. announced that they will report Q3, 2022 results on May 12, 2022
Reported Earnings • Feb 12Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: JP¥38.60 (up from JP¥32.41 in 2Q 2021). Revenue: JP¥11.2b (flat on 2Q 2021). Net income: JP¥755.0m (up 20% from 2Q 2021). Profit margin: 6.7% (up from 5.6% in 2Q 2021). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.3%. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 12First quarter 2022 earnings released: EPS JP¥21.17 (vs JP¥7.80 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.1b (up 47% from 1Q 2021). Net income: JP¥414.0m (up 172% from 1Q 2021). Profit margin: 3.7% (up from 2.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥82.83 (vs JP¥52.90 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥39.0b (up 19% from FY 2020). Net income: JP¥1.62b (up 57% from FY 2020). Profit margin: 4.1% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 16Third quarter 2021 earnings released: JP¥0.67 loss per share (vs JP¥18.28 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥6.62b (down 22% from 3Q 2020). Net loss: JP¥13.0m (down 104% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% 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 • Mar 10HOUSE DO Co.,Ltd. to Report Q3, 2021 Results on May 11, 2021HOUSE DO Co.,Ltd. announced that they will report Q3, 2021 results on May 11, 2021
Major Estimate Revision • Mar 10Analysts increase revenue estimates to JP¥39.5bThe 2021 consensus revenue estimate increased from JP¥35.2b. Earning per share (EPS) estimate also increased from JP¥66.30 to JP¥85.70 for the same period. Net income is expected to grow by 16% next year compared to 10.0% growth forecast for the Consumer Durables industry in Japan. The consensus price target increased from JP¥1,050 to JP¥1,300. Share price is up 6.6% to JP¥1,182 over the past week.
Is New 90 Day High Low • Feb 24New 90-day low: JP¥1,120The company is down 9.0% from its price of JP¥1,226 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 19% over the same period.
Reported Earnings • Feb 14Second quarter 2021 earnings released: EPS JP¥32.41 (vs JP¥14.74 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥11.2b (up 33% from 2Q 2020). Net income: JP¥632.0m (up 120% from 2Q 2020). Profit margin: 5.6% (up from 3.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Jan 04New 90-day low: JP¥1,131The company is down 13% from its price of JP¥1,302 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 22% over the same period.
お知らせ • Dec 05HOUSE DO Co.,Ltd. to Report Q2, 2021 Results on Feb 10, 2021HOUSE DO Co.,Ltd. announced that they will report Q2, 2021 results on Feb 10, 2021
Price Target Changed • Dec 01Price target raised to JP¥1,050Up from JP¥900, the current price target is provided by 1 analyst. The new target price is 13% below the current share price of JP¥1,204. As of last close, the stock is down 23% over the past year.
お知らせ • Sep 25HOUSE DO Co.,Ltd. to Report Q1, 2021 Results on Nov 10, 2020HOUSE DO Co.,Ltd. announced that they will report Q1, 2021 results on Nov 10, 2020
お知らせ • Sep 21HOUSE DO Co.,Ltd.(TSE:3457) dropped from S&P Global BMI IndexHOUSE DO Co.,Ltd.(TSE:3457) dropped from S&P Global BMI Index
お知らせ • Jun 19HOUSE DO Co.,Ltd. to Report Q4, 2020 Results on Aug 12, 2020HOUSE DO Co.,Ltd. announced that they will report Q4, 2020 results on Aug 12, 2020