View ValuationRhythmLtd 将来の成長Future 基準チェック /06現在、 RhythmLtd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Luxury 収益成長12.0%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お知らせ • Jun 25+ 1 more updateRhythm Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Month (Interim) Ending September 30, 2025 and Full Year Ending March 31, 2026Rhythm Co.,Ltd. provided consolidated earnings guidance for the Six Month (interim) Ending September 30, 2025 and full year ending March 31, 2026. For the Six Month Ending September 30, 2025, the company expects net sales of JPY 16,750 million, Operating profit of JPY 900 million, Interim Profit attributable to owners of parent of JPY 1,200 million or Basic EPS of JPY 145.38. For the full year ending March 31, 2026, the company expects net sales of JPY 33,500 million, Operating profit of JPY 1,550 million, Profit attributable to owners of parent of JPY 1,700 million or Basic EPS of JPY 205.95.お知らせ • Aug 12+ 1 more updateRhythm Co.,Ltd. Provides Earnings Guidance for the Six Months Ending September 30, 2022 and for the Full Year Ending March 31, 2023Rhythm Co.,Ltd. provides earnings guidance for the six months ending September 30, 2022 and for the full year ending March 31, 2023. For the six months, the company expected net sales of JPY 14,700 million, Operating profit of JPY 370 million, Profit attributable to owners of parent of JPY 400 million or Basic EPS of JPY 48.44.For the full year, the company expected net sales of JPY 30,700 million, Operating profit of JPY 1,000 million, Profit attributable to owners of parent of JPY 1,000 million or Basic EPS of JPY 121.09.すべての更新を表示Recent updatesReported Earnings • May 19Full year 2026 earnings released: EPS: JP¥288 (vs JP¥91.83 in FY 2025)Full year 2026 results: EPS: JP¥288 (up from JP¥91.83 in FY 2025). Revenue: JP¥34.8b (up 6.4% from FY 2025). Net income: JP¥2.31b (up 205% from FY 2025). Profit margin: 6.6% (up from 2.3% in FY 2025). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Rhythm Co.,Ltd., Annual General Meeting, Jun 24, 2026Rhythm Co.,Ltd., Annual General Meeting, Jun 24, 2026.お知らせ • May 10Rhythm Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Rhythm Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥152 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 24% and the cash payout ratio is 89%. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Buy Or Sell Opportunity • Mar 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥4,105. The fair value is estimated to be JP¥3,365, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 61%.Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥52.54 (vs JP¥25.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥52.54 (up from JP¥25.80 in 3Q 2025). Revenue: JP¥9.18b (down 2.4% from 3Q 2025). Net income: JP¥419.0m (up 97% from 3Q 2025). Profit margin: 4.6% (up from 2.3% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Dec 09Now 20% undervaluedOver the last 90 days, the stock has risen 8.2% to JP¥3,630. The fair value is estimated to be JP¥4,546, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has grown by 40%.分析記事 • Nov 30RhythmLtd (TSE:7769) Is Increasing Its Dividend To ¥151.75Rhythm Co.,Ltd.'s ( TSE:7769 ) dividend will be increasing from last year's payment of the same period to ¥151.75 on...お知らせ • Nov 29Rhythm Co.,Ltd. to Report Q3, 2026 Results on Feb 13, 2026Rhythm Co.,Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥37.41 (vs JP¥11.27 in 2Q 2025)Second quarter 2026 results: EPS: JP¥37.41 (up from JP¥11.27 in 2Q 2025). Revenue: JP¥8.20b (up 4.8% from 2Q 2025). Net income: JP¥299.0m (up 222% from 2Q 2025). Profit margin: 3.6% (up from 1.2% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 14RhythmLtd's (TSE:7769) Upcoming Dividend Will Be Larger Than Last Year'sRhythm Co.,Ltd. ( TSE:7769 ) will increase its dividend from last year's comparable payment on the 19th of June to...Declared Dividend • Nov 14Dividend increased to JP¥152Dividend of JP¥152 is 108% higher than last year. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 4.4%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not covered by cash flows (131% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 51% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Sep 02Rhythm Co.,Ltd. to Report Q2, 2026 Results on Nov 12, 2025Rhythm Co.,Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025Reported Earnings • Aug 11First quarter 2026 earnings released: EPS: JP¥185 (vs JP¥29.44 in 1Q 2025)First quarter 2026 results: EPS: JP¥185 (up from JP¥29.44 in 1Q 2025). Revenue: JP¥8.38b (up 2.8% from 1Q 2025). Net income: JP¥1.51b (up JP¥1.27b from 1Q 2025). Profit margin: 18% (up from 3.0% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 24Rhythm Co.,Ltd.'s (TSE:7769) Popularity With Investors Under Threat As Stock Sinks 25%Rhythm Co.,Ltd. ( TSE:7769 ) shares have had a horrible month, losing 25% after a relatively good period beforehand...Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥3,145, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 12x in the Luxury industry in Japan. Total returns to shareholders of 111% over the past three years.分析記事 • Jun 26RhythmLtd's (TSE:7769) Shareholders May Want To Dig Deeper Than Statutory ProfitRhythm Co.,Ltd.'s ( TSE:7769 ) robust recent earnings didn't do much to move the stock. However the statutory profit...お知らせ • Jun 25+ 1 more updateRhythm Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Month (Interim) Ending September 30, 2025 and Full Year Ending March 31, 2026Rhythm Co.,Ltd. provided consolidated earnings guidance for the Six Month (interim) Ending September 30, 2025 and full year ending March 31, 2026. For the Six Month Ending September 30, 2025, the company expects net sales of JPY 16,750 million, Operating profit of JPY 900 million, Interim Profit attributable to owners of parent of JPY 1,200 million or Basic EPS of JPY 145.38. For the full year ending March 31, 2026, the company expects net sales of JPY 33,500 million, Operating profit of JPY 1,550 million, Profit attributable to owners of parent of JPY 1,700 million or Basic EPS of JPY 205.95.New Risk • Jun 24New 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 7.5% 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. This is currently the only risk that has been identified for the company.お知らせ • Jun 24Rhythm Co.,Ltd. (TSE:7769) announces an Equity Buyback for 291,500 shares, representing 3.53% for ¥1,000 million.Rhythm Co.,Ltd. (TSE:7769) announces a share repurchase program. Under the program, the company will repurchase up to 291,500 shares, representing 3.53% of its issued share capital for ¥1,000 million. The shares will be repurchased at a purchase price of ¥3,430 per share. The purpose of the program is to improve its corporate value, measures to improve capital efficiency. The repurchase will take place on June 24, 2025. As of March 31, 2025, total number of shares issued were 8,253,927 shares and 131,166 shares in treasury.Reported Earnings • Jun 21Full year 2025 earnings released: EPS: JP¥91.83 (vs JP¥57.78 in FY 2024)Full year 2025 results: EPS: JP¥91.83 (up from JP¥57.78 in FY 2024). Revenue: JP¥32.7b (flat on FY 2024). Net income: JP¥758.0m (up 59% from FY 2024). Profit margin: 2.3% (up from 1.5% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.お知らせ • May 31Rhythm Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Rhythm Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 18Full year 2025 earnings released: EPS: JP¥91.83 (vs JP¥57.78 in FY 2024)Full year 2025 results: EPS: JP¥91.83 (up from JP¥57.78 in FY 2024). Revenue: JP¥32.7b (flat on FY 2024). Net income: JP¥758.0m (up 59% from FY 2024). Profit margin: 2.3% (up from 1.5% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.お知らせ • May 15Rhythm Co.,Ltd., Annual General Meeting, Jun 18, 2025Rhythm Co.,Ltd., Annual General Meeting, Jun 18, 2025.分析記事 • Apr 08Calculating The Intrinsic Value Of Rhythm Co.,Ltd. (TSE:7769)Key Insights Using the 2 Stage Free Cash Flow to Equity, RhythmLtd fair value estimate is JP¥3,260 With JP¥3,340 share...Upcoming Dividend • Mar 21Upcoming dividend of JP¥73.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 14 July 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).New Risk • Mar 17New 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 5.2% 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. This is currently the only risk that has been identified for the company.分析記事 • Mar 04RhythmLtd (TSE:7769) Is Paying Out A Larger Dividend Than Last YearRhythm Co.,Ltd.'s ( TSE:7769 ) dividend will be increasing from last year's payment of the same period to ¥73.00 on...Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,545, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 14x in the Luxury industry in Japan. Total returns to shareholders of 173% over the past three years.分析記事 • Feb 18RhythmLtd (TSE:7769) Has Announced That It Will Be Increasing Its Dividend To ¥73.00Rhythm Co.,Ltd. ( TSE:7769 ) has announced that it will be increasing its dividend from last year's comparable payment...Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥25.80 (vs JP¥20.47 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.80 (up from JP¥20.47 in 3Q 2024). Revenue: JP¥9.40b (up 5.6% from 3Q 2024). Net income: JP¥213.0m (up 26% from 3Q 2024). Profit margin: 2.3% (up from 1.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.分析記事 • Feb 07RhythmLtd (TSE:7769) Has A Rock Solid Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Dec 30RhythmLtd's (TSE:7769) Shareholders Will Receive A Bigger Dividend Than Last YearRhythm Co.,Ltd. ( TSE:7769 ) has announced that it will be increasing its dividend from last year's comparable payment...分析記事 • Dec 02RhythmLtd's (TSE:7769) Shareholders Will Receive A Bigger Dividend Than Last YearRhythm Co.,Ltd. ( TSE:7769 ) will increase its dividend from last year's comparable payment on the 14th of July to...お知らせ • Nov 30Rhythm Co.,Ltd. to Report Q3, 2025 Results on Feb 13, 2025Rhythm Co.,Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025分析記事 • Nov 26Shareholders Will Be Pleased With The Quality of RhythmLtd's (TSE:7769) EarningsInvestors were underwhelmed by the solid earnings posted by Rhythm Co.,Ltd. ( TSE:7769 ) recently. We did some digging...New Risk • Nov 22New 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 5.4% 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. This is currently the only risk that has been identified for the company.分析記事 • Nov 16RhythmLtd's (TSE:7769) Shareholders Will Receive A Bigger Dividend Than Last YearRhythm Co.,Ltd.'s ( TSE:7769 ) dividend will be increasing from last year's payment of the same period to ¥73.00 on...Declared Dividend • Nov 16Dividend of JP¥73.00 announcedShareholders will receive a dividend of JP¥73.00. Ex-date: 28th March 2025 Payment date: 14th July 2025 Dividend yield will be 1.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 46% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Sep 09Rhythm Co.,Ltd.'s (TSE:7769) Shareholders Might Be Looking For ExitRhythm Co.,Ltd.'s ( TSE:7769 ) price-to-earnings (or "P/E") ratio of 42.5x might make it look like a strong sell right...お知らせ • Aug 27Rhythm Co.,Ltd. to Report Q2, 2025 Results on Nov 14, 2024Rhythm Co.,Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥29.44 (vs JP¥12.23 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥29.44 (up from JP¥12.23 loss in 1Q 2024). Revenue: JP¥8.15b (up 17% from 1Q 2024). Net income: JP¥243.0m (up JP¥344.0m from 1Q 2024). Profit margin: 3.0% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 51% per year, which means it is well ahead of earnings.Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥57.78 (vs JP¥96.16 in FY 2023)Full year 2024 results: EPS: JP¥57.78 (down from JP¥96.16 in FY 2023). Revenue: JP¥32.6b (up 4.4% from FY 2023). Net income: JP¥477.0m (down 40% from FY 2023). Profit margin: 1.5% (down from 2.5% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 69% per year, which means it is well ahead of earnings.お知らせ • Jun 06Rhythm Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Rhythm Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024分析記事 • May 22We Think You Can Look Beyond RhythmLtd's (TSE:7769) Lackluster EarningsRhythm Co.,Ltd.'s ( TSE:7769 ) stock was strong despite it releasing a soft earnings report last week. We think that...Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,965, the stock trades at a trailing P/E ratio of 68.6x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 418% over the past three years.Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥57.77 (vs JP¥96.16 in FY 2023)Full year 2024 results: EPS: JP¥57.77 (down from JP¥96.16 in FY 2023). Revenue: JP¥32.6b (up 4.4% from FY 2023). Net income: JP¥477.0m (down 40% from FY 2023). Profit margin: 1.5% (down from 2.5% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 74% per year, which means it is well ahead of earnings.お知らせ • May 16Rhythm Co.,Ltd., Annual General Meeting, Jun 21, 2024Rhythm Co.,Ltd., Annual General Meeting, Jun 21, 2024.Buy Or Sell Opportunity • Apr 23Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,912. The fair value is estimated to be JP¥2,354, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Apr 18Rhythm Co.,Ltd.'s (TSE:7769) 30% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioThe Rhythm Co.,Ltd. ( TSE:7769 ) share price has softened a substantial 30% over the previous 30 days, handing back...Upcoming Dividend • Mar 21Upcoming dividend of JP¥48.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.7%).お知らせ • Mar 02Rhythm Co.,Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Rhythm Co.,Ltd. announced that they will report fiscal year 2024 results on May 14, 2024分析記事 • Feb 28RhythmLtd (TSE:7769) Is Due To Pay A Dividend Of ¥48.50The board of Rhythm Co.,Ltd. ( TSE:7769 ) has announced that it will pay a dividend on the 24th of June, with investors...分析記事 • Feb 27Revenues Not Telling The Story For Rhythm Co.,Ltd. (TSE:7769) After Shares Rise 28%Rhythm Co.,Ltd. ( TSE:7769 ) shares have continued their recent momentum with a 28% gain in the last month alone. The...Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥20.47 (vs JP¥23.01 in 3Q 2023)Third quarter 2024 results: EPS: JP¥20.47 (down from JP¥23.01 in 3Q 2023). Revenue: JP¥8.90b (up 18% from 3Q 2023). Net income: JP¥169.0m (down 11% from 3Q 2023). Profit margin: 1.9% (down from 2.5% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 08Now 21% undervaluedOver the last 90 days, the stock has risen 35% to JP¥3,530. The fair value is estimated to be JP¥4,445, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Nov 27Rhythm Co.,Ltd. to Report Q3, 2024 Results on Feb 13, 2024Rhythm Co.,Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024Reported Earnings • Nov 16Second quarter 2024 earnings released: EPS: JP¥2.18 (vs JP¥34.52 in 2Q 2023)Second quarter 2024 results: EPS: JP¥2.18 (down from JP¥34.52 in 2Q 2023). Revenue: JP¥7.57b (down 13% from 2Q 2023). Net income: JP¥18.0m (down 94% from 2Q 2023). Profit margin: 0.2% (down from 3.3% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,256, the stock trades at a trailing P/E ratio of 49.3x. Average trailing P/E is 14x in the Luxury industry in Japan. Total returns to shareholders of 276% over the past three years.New Risk • Oct 02New 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 5.6% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 426% Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).お知らせ • Aug 30Rhythm Co.,Ltd. to Report Q2, 2024 Results on Nov 13, 2023Rhythm Co.,Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023New Risk • Aug 13New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 426% Dividend yield: 3.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 426% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (JP¥13.5b market cap, or US$93.0m).Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥12.23 loss per share (vs JP¥38.15 profit in 1Q 2023)First quarter 2024 results: JP¥12.23 loss per share (down from JP¥38.15 profit in 1Q 2023). Revenue: JP¥6.97b (down 12% from 1Q 2023). Net loss: JP¥101.0m (down 132% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 24Full year 2023 earnings released: EPS: JP¥96.16 (vs JP¥125 in FY 2022)Full year 2023 results: EPS: JP¥96.16 (down from JP¥125 in FY 2022). Revenue: JP¥31.2b (up 4.1% from FY 2022). Net income: JP¥794.0m (down 23% from FY 2022). Profit margin: 2.5% (down from 3.4% 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 94% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.お知らせ • May 28Rhythm Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023Rhythm Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥96.16 (vs JP¥125 in FY 2022)Full year 2023 results: EPS: JP¥96.16 (down from JP¥125 in FY 2022). Revenue: JP¥31.2b (up 4.1% from FY 2022). Net income: JP¥794.0m (down 23% from FY 2022). Profit margin: 2.5% (down from 3.4% 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 94% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Rhythm Co.,Ltd., Annual General Meeting, Jun 21, 2023Rhythm Co.,Ltd., Annual General Meeting, Jun 21, 2023.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,040, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 11x in the Luxury industry in Japan. Total returns to shareholders of 272% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.9%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥23.01 (vs JP¥61.52 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.01 (down from JP¥61.52 in 3Q 2022). Revenue: JP¥7.53b (down 4.9% from 3Q 2022). Net income: JP¥190.0m (down 63% from 3Q 2022). Profit margin: 2.5% (down from 6.4% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 11+ 1 more updateRhythm Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Rhythm Co.,Ltd. expected to pay dividend of JPY 36.00 per share for the fiscal year ending March 31, 2023 compared to JPY 37.50 per share paid a year ago.お知らせ • Nov 30Rhythm Co.,Ltd. to Report Q3, 2023 Results on Feb 10, 2023Rhythm Co.,Ltd. announced that they will report Q3, 2023 results on Feb 10, 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: 4 independent directors. 6 non-independent directors. Independent Director Hitomi Uchida was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥34.51 (vs JP¥3.15 in 2Q 2022)Second quarter 2023 results: EPS: JP¥34.51 (up from JP¥3.15 in 2Q 2022). Revenue: JP¥8.67b (up 28% from 2Q 2022). Net income: JP¥285.0m (up JP¥259.0m from 2Q 2022). Profit margin: 3.3% (up from 0.4% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 12+ 1 more updateRhythm Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Rhythm Co.,Ltd. expected to pay dividend of JPY 36.00 per share for the fiscal year ending March 31, 2023 compared to JPY 37.50 per share paid a year ago.お知らせ • Aug 31Rhythm Co.,Ltd. to Report Q2, 2023 Results on Nov 11, 2022Rhythm Co.,Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022お知らせ • Aug 12+ 1 more updateRhythm Co.,Ltd. Provides Earnings Guidance for the Six Months Ending September 30, 2022 and for the Full Year Ending March 31, 2023Rhythm Co.,Ltd. provides earnings guidance for the six months ending September 30, 2022 and for the full year ending March 31, 2023. For the six months, the company expected net sales of JPY 14,700 million, Operating profit of JPY 370 million, Profit attributable to owners of parent of JPY 400 million or Basic EPS of JPY 48.44.For the full year, the company expected net sales of JPY 30,700 million, Operating profit of JPY 1,000 million, Profit attributable to owners of parent of JPY 1,000 million or Basic EPS of JPY 121.09.Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥38.15 (vs JP¥51.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥38.15 (down from JP¥51.47 in 1Q 2022). Revenue: JP¥7.93b (up 12% from 1Q 2022). Net income: JP¥315.0m (down 26% from 1Q 2022). Profit margin: 4.0% (down from 6.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥30.0b (up 9.9% from FY 2021). Net income: JP¥1.03b (up JP¥2.29b from FY 2021). Profit margin: 3.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 01Rhythm Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022Rhythm Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥125 (vs JP¥153 loss in FY 2021)Full year 2022 results: EPS: JP¥125 (up from JP¥153 loss in FY 2021). Revenue: JP¥30.0b (up 9.9% from FY 2021). Net income: JP¥1.03b (up JP¥2.29b from FY 2021). Profit margin: 3.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% 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 • May 13+ 3 more updatesRhythm Co.,Ltd., Annual General Meeting, Jun 22, 2022Rhythm Co.,Ltd., Annual General Meeting, Jun 22, 2022.Board Change • Apr 27Less 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. 5 non-independent directors. Independent External Director Yasuhisa Okuno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Rhythm Co.,Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Rhythm Co.,Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.0%).Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥61.50 (up from JP¥47.22 in 3Q 2021). Revenue: JP¥7.92b (up 5.9% from 3Q 2021). Net income: JP¥508.0m (up 30% from 3Q 2021). Profit margin: 6.4% (up from 5.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥3.15 (vs JP¥26.39 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.75b (up 2.4% from 2Q 2021). Net income: JP¥26.0m (up JP¥244.0m from 2Q 2021). Profit margin: 0.4% (up from net loss in 2Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,533, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 15x in the Luxury industry in Japan. Total loss to shareholders of 15% over the past three years.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,273, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 15x in the Luxury industry in Japan. Total loss to shareholders of 34% over the past three years.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥51.46 (vs JP¥213 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥7.10b (up 30% from 1Q 2021). Net income: JP¥425.0m (up JP¥2.19b from 1Q 2021). Profit margin: 6.0% (up from net loss in 1Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 27Full year 2021 earnings released: JP¥153 loss per share (vs JP¥138 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥27.3b (down 8.7% from FY 2020). Net loss: JP¥1.26b (loss widened 11% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.Reported Earnings • May 18Full year 2021 earnings released: JP¥153 loss per share (vs JP¥138 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥27.3b (down 8.7% from FY 2020). Net loss: JP¥1.26b (loss widened 11% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance. 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、RhythmLtd 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:7769 - 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3/31/202634,7552,3111,8173,373N/A12/31/202533,0452,438N/AN/AN/A9/30/202533,2672,2321,3583,176N/A6/30/202532,8952,026N/AN/AN/A3/31/202532,6667589232,441N/A12/31/202434,548940N/AN/AN/A9/30/202434,0478961,3092,849N/A6/30/202433,785821N/AN/AN/A3/31/202432,6024777102,459N/A12/31/202330,54090N/AN/AN/A9/30/202329,1701118722,159N/A6/30/202330,271378N/AN/AN/A3/31/202331,231794941,185N/A12/31/202232,356862N/AN/AN/A9/30/202232,7431,180-109804N/A6/30/202230,828921N/AN/AN/A3/31/202229,9991,0313021,245N/A12/31/202129,5641,286N/AN/AN/A9/30/202129,1201,1687101,594N/A6/30/202128,961924N/AN/AN/A3/31/202127,304-1,2621,1521,849N/A12/31/202027,006-2,593N/AN/AN/A9/30/202027,645-3,0089872,122N/A6/30/202028,406-2,971N/AN/AN/A3/31/202029,911-1,139-1,1341,675N/A12/31/201930,423-731N/AN/AN/A9/30/201930,017-476N/A1,676N/A6/30/201930,676-263N/AN/AN/A3/31/201931,016-264N/A2,413N/A12/31/201830,152-168N/AN/AN/A9/30/201830,99291N/A2,583N/A6/30/201831,106175N/AN/AN/A3/31/201831,516180N/A2,492N/A12/31/201732,75959N/AN/AN/A9/30/201733,92125N/A2,330N/A6/30/201733,558113N/AN/AN/A3/31/201733,3321N/A2,420N/A12/31/201632,7351,165N/AN/AN/A9/30/201631,8831,067N/A3,244N/A6/30/201632,357931N/AN/AN/A3/31/201633,3381,053N/A1,321N/A12/31/201535,680831N/AN/AN/A9/30/201537,002826N/A575N/A6/30/201537,503900N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7769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: 7769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: 7769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: 7769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: 7769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: 7769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2026/05/21 20:53終値2026/05/21 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Rhythm 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。1 アナリスト機関Kazumasa KubotaOkasan Securities Co. Ltd.
お知らせ • Jun 25+ 1 more updateRhythm Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Month (Interim) Ending September 30, 2025 and Full Year Ending March 31, 2026Rhythm Co.,Ltd. provided consolidated earnings guidance for the Six Month (interim) Ending September 30, 2025 and full year ending March 31, 2026. For the Six Month Ending September 30, 2025, the company expects net sales of JPY 16,750 million, Operating profit of JPY 900 million, Interim Profit attributable to owners of parent of JPY 1,200 million or Basic EPS of JPY 145.38. For the full year ending March 31, 2026, the company expects net sales of JPY 33,500 million, Operating profit of JPY 1,550 million, Profit attributable to owners of parent of JPY 1,700 million or Basic EPS of JPY 205.95.
お知らせ • Aug 12+ 1 more updateRhythm Co.,Ltd. Provides Earnings Guidance for the Six Months Ending September 30, 2022 and for the Full Year Ending March 31, 2023Rhythm Co.,Ltd. provides earnings guidance for the six months ending September 30, 2022 and for the full year ending March 31, 2023. For the six months, the company expected net sales of JPY 14,700 million, Operating profit of JPY 370 million, Profit attributable to owners of parent of JPY 400 million or Basic EPS of JPY 48.44.For the full year, the company expected net sales of JPY 30,700 million, Operating profit of JPY 1,000 million, Profit attributable to owners of parent of JPY 1,000 million or Basic EPS of JPY 121.09.
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥288 (vs JP¥91.83 in FY 2025)Full year 2026 results: EPS: JP¥288 (up from JP¥91.83 in FY 2025). Revenue: JP¥34.8b (up 6.4% from FY 2025). Net income: JP¥2.31b (up 205% from FY 2025). Profit margin: 6.6% (up from 2.3% in FY 2025). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Rhythm Co.,Ltd., Annual General Meeting, Jun 24, 2026Rhythm Co.,Ltd., Annual General Meeting, Jun 24, 2026.
お知らせ • May 10Rhythm Co.,Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Rhythm Co.,Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥152 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 19 June 2026. Payout ratio is a comfortable 24% and the cash payout ratio is 89%. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Buy Or Sell Opportunity • Mar 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥4,105. The fair value is estimated to be JP¥3,365, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 61%.
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥52.54 (vs JP¥25.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥52.54 (up from JP¥25.80 in 3Q 2025). Revenue: JP¥9.18b (down 2.4% from 3Q 2025). Net income: JP¥419.0m (up 97% from 3Q 2025). Profit margin: 4.6% (up from 2.3% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Dec 09Now 20% undervaluedOver the last 90 days, the stock has risen 8.2% to JP¥3,630. The fair value is estimated to be JP¥4,546, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has grown by 40%.
分析記事 • Nov 30RhythmLtd (TSE:7769) Is Increasing Its Dividend To ¥151.75Rhythm Co.,Ltd.'s ( TSE:7769 ) dividend will be increasing from last year's payment of the same period to ¥151.75 on...
お知らせ • Nov 29Rhythm Co.,Ltd. to Report Q3, 2026 Results on Feb 13, 2026Rhythm Co.,Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥37.41 (vs JP¥11.27 in 2Q 2025)Second quarter 2026 results: EPS: JP¥37.41 (up from JP¥11.27 in 2Q 2025). Revenue: JP¥8.20b (up 4.8% from 2Q 2025). Net income: JP¥299.0m (up 222% from 2Q 2025). Profit margin: 3.6% (up from 1.2% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 14RhythmLtd's (TSE:7769) Upcoming Dividend Will Be Larger Than Last Year'sRhythm Co.,Ltd. ( TSE:7769 ) will increase its dividend from last year's comparable payment on the 19th of June to...
Declared Dividend • Nov 14Dividend increased to JP¥152Dividend of JP¥152 is 108% higher than last year. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 4.4%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not covered by cash flows (131% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 51% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 02Rhythm Co.,Ltd. to Report Q2, 2026 Results on Nov 12, 2025Rhythm Co.,Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • Aug 11First quarter 2026 earnings released: EPS: JP¥185 (vs JP¥29.44 in 1Q 2025)First quarter 2026 results: EPS: JP¥185 (up from JP¥29.44 in 1Q 2025). Revenue: JP¥8.38b (up 2.8% from 1Q 2025). Net income: JP¥1.51b (up JP¥1.27b from 1Q 2025). Profit margin: 18% (up from 3.0% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 24Rhythm Co.,Ltd.'s (TSE:7769) Popularity With Investors Under Threat As Stock Sinks 25%Rhythm Co.,Ltd. ( TSE:7769 ) shares have had a horrible month, losing 25% after a relatively good period beforehand...
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥3,145, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 12x in the Luxury industry in Japan. Total returns to shareholders of 111% over the past three years.
分析記事 • Jun 26RhythmLtd's (TSE:7769) Shareholders May Want To Dig Deeper Than Statutory ProfitRhythm Co.,Ltd.'s ( TSE:7769 ) robust recent earnings didn't do much to move the stock. However the statutory profit...
お知らせ • Jun 25+ 1 more updateRhythm Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Month (Interim) Ending September 30, 2025 and Full Year Ending March 31, 2026Rhythm Co.,Ltd. provided consolidated earnings guidance for the Six Month (interim) Ending September 30, 2025 and full year ending March 31, 2026. For the Six Month Ending September 30, 2025, the company expects net sales of JPY 16,750 million, Operating profit of JPY 900 million, Interim Profit attributable to owners of parent of JPY 1,200 million or Basic EPS of JPY 145.38. For the full year ending March 31, 2026, the company expects net sales of JPY 33,500 million, Operating profit of JPY 1,550 million, Profit attributable to owners of parent of JPY 1,700 million or Basic EPS of JPY 205.95.
New Risk • Jun 24New 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 7.5% 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. This is currently the only risk that has been identified for the company.
お知らせ • Jun 24Rhythm Co.,Ltd. (TSE:7769) announces an Equity Buyback for 291,500 shares, representing 3.53% for ¥1,000 million.Rhythm Co.,Ltd. (TSE:7769) announces a share repurchase program. Under the program, the company will repurchase up to 291,500 shares, representing 3.53% of its issued share capital for ¥1,000 million. The shares will be repurchased at a purchase price of ¥3,430 per share. The purpose of the program is to improve its corporate value, measures to improve capital efficiency. The repurchase will take place on June 24, 2025. As of March 31, 2025, total number of shares issued were 8,253,927 shares and 131,166 shares in treasury.
Reported Earnings • Jun 21Full year 2025 earnings released: EPS: JP¥91.83 (vs JP¥57.78 in FY 2024)Full year 2025 results: EPS: JP¥91.83 (up from JP¥57.78 in FY 2024). Revenue: JP¥32.7b (flat on FY 2024). Net income: JP¥758.0m (up 59% from FY 2024). Profit margin: 2.3% (up from 1.5% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
お知らせ • May 31Rhythm Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Rhythm Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 18Full year 2025 earnings released: EPS: JP¥91.83 (vs JP¥57.78 in FY 2024)Full year 2025 results: EPS: JP¥91.83 (up from JP¥57.78 in FY 2024). Revenue: JP¥32.7b (flat on FY 2024). Net income: JP¥758.0m (up 59% from FY 2024). Profit margin: 2.3% (up from 1.5% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
お知らせ • May 15Rhythm Co.,Ltd., Annual General Meeting, Jun 18, 2025Rhythm Co.,Ltd., Annual General Meeting, Jun 18, 2025.
分析記事 • Apr 08Calculating The Intrinsic Value Of Rhythm Co.,Ltd. (TSE:7769)Key Insights Using the 2 Stage Free Cash Flow to Equity, RhythmLtd fair value estimate is JP¥3,260 With JP¥3,340 share...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥73.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 14 July 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
New Risk • Mar 17New 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 5.2% 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. This is currently the only risk that has been identified for the company.
分析記事 • Mar 04RhythmLtd (TSE:7769) Is Paying Out A Larger Dividend Than Last YearRhythm Co.,Ltd.'s ( TSE:7769 ) dividend will be increasing from last year's payment of the same period to ¥73.00 on...
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,545, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 14x in the Luxury industry in Japan. Total returns to shareholders of 173% over the past three years.
分析記事 • Feb 18RhythmLtd (TSE:7769) Has Announced That It Will Be Increasing Its Dividend To ¥73.00Rhythm Co.,Ltd. ( TSE:7769 ) has announced that it will be increasing its dividend from last year's comparable payment...
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥25.80 (vs JP¥20.47 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.80 (up from JP¥20.47 in 3Q 2024). Revenue: JP¥9.40b (up 5.6% from 3Q 2024). Net income: JP¥213.0m (up 26% from 3Q 2024). Profit margin: 2.3% (up from 1.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.
分析記事 • Feb 07RhythmLtd (TSE:7769) Has A Rock Solid Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Dec 30RhythmLtd's (TSE:7769) Shareholders Will Receive A Bigger Dividend Than Last YearRhythm Co.,Ltd. ( TSE:7769 ) has announced that it will be increasing its dividend from last year's comparable payment...
分析記事 • Dec 02RhythmLtd's (TSE:7769) Shareholders Will Receive A Bigger Dividend Than Last YearRhythm Co.,Ltd. ( TSE:7769 ) will increase its dividend from last year's comparable payment on the 14th of July to...
お知らせ • Nov 30Rhythm Co.,Ltd. to Report Q3, 2025 Results on Feb 13, 2025Rhythm Co.,Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
分析記事 • Nov 26Shareholders Will Be Pleased With The Quality of RhythmLtd's (TSE:7769) EarningsInvestors were underwhelmed by the solid earnings posted by Rhythm Co.,Ltd. ( TSE:7769 ) recently. We did some digging...
New Risk • Nov 22New 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 5.4% 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. This is currently the only risk that has been identified for the company.
分析記事 • Nov 16RhythmLtd's (TSE:7769) Shareholders Will Receive A Bigger Dividend Than Last YearRhythm Co.,Ltd.'s ( TSE:7769 ) dividend will be increasing from last year's payment of the same period to ¥73.00 on...
Declared Dividend • Nov 16Dividend of JP¥73.00 announcedShareholders will receive a dividend of JP¥73.00. Ex-date: 28th March 2025 Payment date: 14th July 2025 Dividend yield will be 1.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 46% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Sep 09Rhythm Co.,Ltd.'s (TSE:7769) Shareholders Might Be Looking For ExitRhythm Co.,Ltd.'s ( TSE:7769 ) price-to-earnings (or "P/E") ratio of 42.5x might make it look like a strong sell right...
お知らせ • Aug 27Rhythm Co.,Ltd. to Report Q2, 2025 Results on Nov 14, 2024Rhythm Co.,Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥29.44 (vs JP¥12.23 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥29.44 (up from JP¥12.23 loss in 1Q 2024). Revenue: JP¥8.15b (up 17% from 1Q 2024). Net income: JP¥243.0m (up JP¥344.0m from 1Q 2024). Profit margin: 3.0% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 51% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥57.78 (vs JP¥96.16 in FY 2023)Full year 2024 results: EPS: JP¥57.78 (down from JP¥96.16 in FY 2023). Revenue: JP¥32.6b (up 4.4% from FY 2023). Net income: JP¥477.0m (down 40% from FY 2023). Profit margin: 1.5% (down from 2.5% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 69% per year, which means it is well ahead of earnings.
お知らせ • Jun 06Rhythm Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Rhythm Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
分析記事 • May 22We Think You Can Look Beyond RhythmLtd's (TSE:7769) Lackluster EarningsRhythm Co.,Ltd.'s ( TSE:7769 ) stock was strong despite it releasing a soft earnings report last week. We think that...
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,965, the stock trades at a trailing P/E ratio of 68.6x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 418% over the past three years.
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥57.77 (vs JP¥96.16 in FY 2023)Full year 2024 results: EPS: JP¥57.77 (down from JP¥96.16 in FY 2023). Revenue: JP¥32.6b (up 4.4% from FY 2023). Net income: JP¥477.0m (down 40% from FY 2023). Profit margin: 1.5% (down from 2.5% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 74% per year, which means it is well ahead of earnings.
お知らせ • May 16Rhythm Co.,Ltd., Annual General Meeting, Jun 21, 2024Rhythm Co.,Ltd., Annual General Meeting, Jun 21, 2024.
Buy Or Sell Opportunity • Apr 23Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,912. The fair value is estimated to be JP¥2,354, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Apr 18Rhythm Co.,Ltd.'s (TSE:7769) 30% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioThe Rhythm Co.,Ltd. ( TSE:7769 ) share price has softened a substantial 30% over the previous 30 days, handing back...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥48.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.7%).
お知らせ • Mar 02Rhythm Co.,Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Rhythm Co.,Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
分析記事 • Feb 28RhythmLtd (TSE:7769) Is Due To Pay A Dividend Of ¥48.50The board of Rhythm Co.,Ltd. ( TSE:7769 ) has announced that it will pay a dividend on the 24th of June, with investors...
分析記事 • Feb 27Revenues Not Telling The Story For Rhythm Co.,Ltd. (TSE:7769) After Shares Rise 28%Rhythm Co.,Ltd. ( TSE:7769 ) shares have continued their recent momentum with a 28% gain in the last month alone. The...
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥20.47 (vs JP¥23.01 in 3Q 2023)Third quarter 2024 results: EPS: JP¥20.47 (down from JP¥23.01 in 3Q 2023). Revenue: JP¥8.90b (up 18% from 3Q 2023). Net income: JP¥169.0m (down 11% from 3Q 2023). Profit margin: 1.9% (down from 2.5% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 08Now 21% undervaluedOver the last 90 days, the stock has risen 35% to JP¥3,530. The fair value is estimated to be JP¥4,445, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Nov 27Rhythm Co.,Ltd. to Report Q3, 2024 Results on Feb 13, 2024Rhythm Co.,Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024
Reported Earnings • Nov 16Second quarter 2024 earnings released: EPS: JP¥2.18 (vs JP¥34.52 in 2Q 2023)Second quarter 2024 results: EPS: JP¥2.18 (down from JP¥34.52 in 2Q 2023). Revenue: JP¥7.57b (down 13% from 2Q 2023). Net income: JP¥18.0m (down 94% from 2Q 2023). Profit margin: 0.2% (down from 3.3% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,256, the stock trades at a trailing P/E ratio of 49.3x. Average trailing P/E is 14x in the Luxury industry in Japan. Total returns to shareholders of 276% over the past three years.
New Risk • Oct 02New 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 5.6% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 426% Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
お知らせ • Aug 30Rhythm Co.,Ltd. to Report Q2, 2024 Results on Nov 13, 2023Rhythm Co.,Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023
New Risk • Aug 13New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 426% Dividend yield: 3.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 426% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin). Market cap is less than US$100m (JP¥13.5b market cap, or US$93.0m).
Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥12.23 loss per share (vs JP¥38.15 profit in 1Q 2023)First quarter 2024 results: JP¥12.23 loss per share (down from JP¥38.15 profit in 1Q 2023). Revenue: JP¥6.97b (down 12% from 1Q 2023). Net loss: JP¥101.0m (down 132% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 24Full year 2023 earnings released: EPS: JP¥96.16 (vs JP¥125 in FY 2022)Full year 2023 results: EPS: JP¥96.16 (down from JP¥125 in FY 2022). Revenue: JP¥31.2b (up 4.1% from FY 2022). Net income: JP¥794.0m (down 23% from FY 2022). Profit margin: 2.5% (down from 3.4% 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 94% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
お知らせ • May 28Rhythm Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023Rhythm Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥96.16 (vs JP¥125 in FY 2022)Full year 2023 results: EPS: JP¥96.16 (down from JP¥125 in FY 2022). Revenue: JP¥31.2b (up 4.1% from FY 2022). Net income: JP¥794.0m (down 23% from FY 2022). Profit margin: 2.5% (down from 3.4% 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 94% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Rhythm Co.,Ltd., Annual General Meeting, Jun 21, 2023Rhythm Co.,Ltd., Annual General Meeting, Jun 21, 2023.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,040, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 11x in the Luxury industry in Japan. Total returns to shareholders of 272% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.9%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥23.01 (vs JP¥61.52 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.01 (down from JP¥61.52 in 3Q 2022). Revenue: JP¥7.53b (down 4.9% from 3Q 2022). Net income: JP¥190.0m (down 63% from 3Q 2022). Profit margin: 2.5% (down from 6.4% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 11+ 1 more updateRhythm Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Rhythm Co.,Ltd. expected to pay dividend of JPY 36.00 per share for the fiscal year ending March 31, 2023 compared to JPY 37.50 per share paid a year ago.
お知らせ • Nov 30Rhythm Co.,Ltd. to Report Q3, 2023 Results on Feb 10, 2023Rhythm Co.,Ltd. announced that they will report Q3, 2023 results on Feb 10, 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: 4 independent directors. 6 non-independent directors. Independent Director Hitomi Uchida was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥34.51 (vs JP¥3.15 in 2Q 2022)Second quarter 2023 results: EPS: JP¥34.51 (up from JP¥3.15 in 2Q 2022). Revenue: JP¥8.67b (up 28% from 2Q 2022). Net income: JP¥285.0m (up JP¥259.0m from 2Q 2022). Profit margin: 3.3% (up from 0.4% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 12+ 1 more updateRhythm Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Rhythm Co.,Ltd. expected to pay dividend of JPY 36.00 per share for the fiscal year ending March 31, 2023 compared to JPY 37.50 per share paid a year ago.
お知らせ • Aug 31Rhythm Co.,Ltd. to Report Q2, 2023 Results on Nov 11, 2022Rhythm Co.,Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
お知らせ • Aug 12+ 1 more updateRhythm Co.,Ltd. Provides Earnings Guidance for the Six Months Ending September 30, 2022 and for the Full Year Ending March 31, 2023Rhythm Co.,Ltd. provides earnings guidance for the six months ending September 30, 2022 and for the full year ending March 31, 2023. For the six months, the company expected net sales of JPY 14,700 million, Operating profit of JPY 370 million, Profit attributable to owners of parent of JPY 400 million or Basic EPS of JPY 48.44.For the full year, the company expected net sales of JPY 30,700 million, Operating profit of JPY 1,000 million, Profit attributable to owners of parent of JPY 1,000 million or Basic EPS of JPY 121.09.
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥38.15 (vs JP¥51.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥38.15 (down from JP¥51.47 in 1Q 2022). Revenue: JP¥7.93b (up 12% from 1Q 2022). Net income: JP¥315.0m (down 26% from 1Q 2022). Profit margin: 4.0% (down from 6.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥30.0b (up 9.9% from FY 2021). Net income: JP¥1.03b (up JP¥2.29b from FY 2021). Profit margin: 3.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 01Rhythm Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022Rhythm Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥125 (vs JP¥153 loss in FY 2021)Full year 2022 results: EPS: JP¥125 (up from JP¥153 loss in FY 2021). Revenue: JP¥30.0b (up 9.9% from FY 2021). Net income: JP¥1.03b (up JP¥2.29b from FY 2021). Profit margin: 3.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% 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 • May 13+ 3 more updatesRhythm Co.,Ltd., Annual General Meeting, Jun 22, 2022Rhythm Co.,Ltd., Annual General Meeting, Jun 22, 2022.
Board Change • Apr 27Less 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. 5 non-independent directors. Independent External Director Yasuhisa Okuno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Rhythm Co.,Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Rhythm Co.,Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.0%).
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥61.50 (up from JP¥47.22 in 3Q 2021). Revenue: JP¥7.92b (up 5.9% from 3Q 2021). Net income: JP¥508.0m (up 30% from 3Q 2021). Profit margin: 6.4% (up from 5.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥3.15 (vs JP¥26.39 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.75b (up 2.4% from 2Q 2021). Net income: JP¥26.0m (up JP¥244.0m from 2Q 2021). Profit margin: 0.4% (up from net loss in 2Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,533, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 15x in the Luxury industry in Japan. Total loss to shareholders of 15% over the past three years.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,273, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 15x in the Luxury industry in Japan. Total loss to shareholders of 34% over the past three years.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥51.46 (vs JP¥213 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥7.10b (up 30% from 1Q 2021). Net income: JP¥425.0m (up JP¥2.19b from 1Q 2021). Profit margin: 6.0% (up from net loss in 1Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 27Full year 2021 earnings released: JP¥153 loss per share (vs JP¥138 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥27.3b (down 8.7% from FY 2020). Net loss: JP¥1.26b (loss widened 11% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 18Full year 2021 earnings released: JP¥153 loss per share (vs JP¥138 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥27.3b (down 8.7% from FY 2020). Net loss: JP¥1.26b (loss widened 11% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.