View ValuationMamiya-OP 将来の成長Future 基準チェック /06現在、 Mamiya-OP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Leisure 収益成長11.3%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更新なしすべての更新を表示Recent updates分析記事 • May 20Earnings Troubles May Signal Larger Issues for Mamiya-OP (TSE:7991) ShareholdersInvestors were disappointed by Mamiya-OP Co., Ltd.'s ( TSE:7991 ) latest earnings release. We did some analysis, and...Reported Earnings • May 17Full year 2026 earnings released: EPS: JP¥166 (vs JP¥458 in FY 2025)Full year 2026 results: EPS: JP¥166 (down from JP¥458 in FY 2025). Revenue: JP¥20.9b (down 38% from FY 2025). Net income: JP¥1.71b (down 64% from FY 2025). Profit margin: 8.2% (down from 14% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year and the company’s share price has also fallen by 8% per year.お知らせ • May 13Mamiya-OP Co., Ltd., Annual General Meeting, Jun 25, 2026Mamiya-OP Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 10Mamiya-OP Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Mamiya-OP Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥7.46 (vs JP¥43.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.46 (down from JP¥43.59 in 3Q 2025). Revenue: JP¥3.97b (down 50% from 3Q 2025). Net income: JP¥77.0m (down 83% from 3Q 2025). Profit margin: 1.9% (down from 5.7% in 3Q 2025). 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 only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 04Mamiya-OP (TSE:7991) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Feb 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.4b (US$98.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (9.0% net profit margin). Market cap is less than US$100m (JP¥15.4b market cap, or US$98.3m).お知らせ • Dec 03Mamiya-OP Co., Ltd. to Report Q3, 2026 Results on Feb 04, 2026Mamiya-OP Co., Ltd. announced that they will report Q3, 2026 results on Feb 04, 2026Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥49.57 (vs JP¥200 in 2Q 2025)Second quarter 2026 results: EPS: JP¥49.57 (down from JP¥200 in 2Q 2025). Revenue: JP¥5.37b (down 54% from 2Q 2025). Net income: JP¥512.0m (down 75% from 2Q 2025). Profit margin: 9.5% (down from 18% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.お知らせ • Sep 12Mamiya-OP Co., Ltd. to Report Q2, 2026 Results on Nov 05, 2025Mamiya-OP Co., Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025分析記事 • Aug 29Investors Still Aren't Entirely Convinced By Mamiya-OP Co., Ltd.'s (TSE:7991) Earnings Despite 27% Price JumpDespite an already strong run, Mamiya-OP Co., Ltd. ( TSE:7991 ) shares have been powering on, with a gain of 27% in the...Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥103 (vs JP¥183 in 1Q 2025)First quarter 2026 results: EPS: JP¥103 (down from JP¥183 in 1Q 2025). Revenue: JP¥7.85b (down 13% from 1Q 2025). Net income: JP¥1.06b (down 43% from 1Q 2025). Profit margin: 14% (down from 21% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 06Mamiya-OP Co., Ltd. to Report Q1, 2026 Results on Aug 06, 2025Mamiya-OP Co., Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025Reported Earnings • May 09Full year 2025 earnings released: EPS: JP¥458 (vs JP¥433 in FY 2024)Full year 2025 results: EPS: JP¥458 (up from JP¥433 in FY 2024). Revenue: JP¥33.7b (up 23% from FY 2024). Net income: JP¥4.72b (up 23% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • May 08Mamiya-OP Co., Ltd., Annual General Meeting, Jun 26, 2025Mamiya-OP Co., Ltd., Annual General Meeting, Jun 26, 2025.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,344, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 13x in the Leisure industry in Japan. Total returns to shareholders of 106% over the past three years.New Risk • Mar 31New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.7b (US$98.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥14.7b market cap, or US$98.2m).Upcoming Dividend • Mar 21Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).お知らせ • Mar 08Mamiya-OP Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Mamiya-OP Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥43.59 (vs JP¥131 in 3Q 2024)Third quarter 2025 results: EPS: JP¥43.59 (down from JP¥131 in 3Q 2024). Revenue: JP¥7.90b (down 2.3% from 3Q 2024). Net income: JP¥450.0m (down 60% from 3Q 2024). Profit margin: 5.7% (down from 14% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% 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 • Jan 03Mamiya-OP Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Mamiya-OP Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Nov 23Mamiya-OP Co., Ltd.'s (TSE:7991) Price Is Right But Growth Is Lacking After Shares Rocket 27%Mamiya-OP Co., Ltd. ( TSE:7991 ) shares have continued their recent momentum with a 27% gain in the last month alone...分析記事 • Nov 19Mamiya-OP's (TSE:7991) Earnings Are Of Questionable QualityMamiya-OP Co., Ltd. ( TSE:7991 ) just reported some strong earnings, and the market reacted accordingly with a healthy...Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥200 (vs JP¥108 in 2Q 2024)Second quarter 2025 results: EPS: JP¥200 (up from JP¥108 in 2Q 2024). Revenue: JP¥11.6b (up 93% from 2Q 2024). Net income: JP¥2.06b (up 120% from 2Q 2024). Profit margin: 18% (up from 16% 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 80% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 07We Think Mamiya-OP (TSE:7991) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Sep 11Mamiya-OP Co., Ltd. to Report Q2, 2025 Results on Nov 06, 2024Mamiya-OP Co., Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: JP¥183 (vs JP¥99.95 in 1Q 2024)First quarter 2025 results: EPS: JP¥183 (up from JP¥99.95 in 1Q 2024). Revenue: JP¥8.98b (up 55% from 1Q 2024). Net income: JP¥1.87b (up 115% from 1Q 2024). Profit margin: 21% (up from 15% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 06Now 31% overvaluedOver the last 90 days, the stock has fallen 37% to JP¥1,007. The fair value is estimated to be JP¥769, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Aug 06Mamiya-OP Co., Ltd.'s (TSE:7991) 27% Dip In Price Shows Sentiment Is Matching EarningsUnfortunately for some shareholders, the Mamiya-OP Co., Ltd. ( TSE:7991 ) share price has dived 27% in the last thirty...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (JP¥9.12b market cap, or US$64.1m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥883, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 11x in the Leisure industry in Japan. Total returns to shareholders of 53% over the past three years.お知らせ • Jun 29Mamiya-OP Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Mamiya-OP Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024分析記事 • May 24Benign Growth For Mamiya-OP Co., Ltd. (TSE:7991) Underpins Stock's 25% PlummetThe Mamiya-OP Co., Ltd. ( TSE:7991 ) share price has fared very poorly over the last month, falling by a substantial...分析記事 • May 21Mamiya-OP's (TSE:7991) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from Mamiya-OP Co., Ltd. ( TSE:7991 ) was underwhelming for investors, despite headline...お知らせ • May 10Mamiya-OP Co., Ltd., Annual General Meeting, Jun 27, 2024Mamiya-OP Co., Ltd., Annual General Meeting, Jun 27, 2024.分析記事 • May 09Mamiya-OP (TSE:7991) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • May 09Full year 2024 earnings released: EPS: JP¥433 (vs JP¥229 in FY 2023)Full year 2024 results: EPS: JP¥433 (up from JP¥229 in FY 2023). Revenue: JP¥27.4b (up 72% from FY 2023). Net income: JP¥3.85b (up 94% from FY 2023). Profit margin: 14% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,283, the stock trades at a trailing P/E ratio of 3.4x. Average trailing P/E is 13x in the Leisure industry in Japan. Total returns to shareholders of 103% over the past three years.New Risk • Mar 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Shareholders have been diluted in the past year (4.6% increase in shares outstanding).Upcoming Dividend • Mar 21Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).お知らせ • Mar 02Mamiya-OP Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024Mamiya-OP Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥131 (vs JP¥49.31 in 3Q 2023)Third quarter 2024 results: EPS: JP¥131 (up from JP¥49.31 in 3Q 2023). Revenue: JP¥8.09b (up 79% from 3Q 2023). Net income: JP¥1.14b (up 165% from 3Q 2023). Profit margin: 14% (up from 9.5% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.New Risk • Jan 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,700, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 10x in the Leisure industry in Japan. Total returns to shareholders of 165% over the past three years.お知らせ • Dec 13Mamiya-OP Co., Ltd. to Report Q3, 2024 Results on Feb 07, 2024Mamiya-OP Co., Ltd. announced that they will report Q3, 2024 results on Feb 07, 2024Valuation Update With 7 Day Price Move • Dec 12Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,181, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 9x in the Leisure industry in Japan. Total returns to shareholders of 106% over the past three years.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥108 (vs JP¥63.32 in 2Q 2023)Second quarter 2024 results: EPS: JP¥108 (up from JP¥63.32 in 2Q 2023). Revenue: JP¥6.04b (up 89% from 2Q 2023). Net income: JP¥936.0m (up 70% from 2Q 2023). Profit margin: 16% (down from 17% 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 109% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.New Risk • Oct 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.7b (US$98.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥14.7b market cap, or US$98.4m).お知らせ • Sep 06Mamiya-OP Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Mamiya-OP Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥99.95 (vs JP¥44.18 in 1Q 2023)First quarter 2024 results: EPS: JP¥99.95 (up from JP¥44.18 in 1Q 2023). Revenue: JP¥5.80b (up 134% from 1Q 2023). Net income: JP¥870.0m (up 127% from 1Q 2023). Profit margin: 15% (in line with 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 34% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 02Mamiya-OP Co., Ltd. to Report Q1, 2024 Results on Aug 02, 2023Mamiya-OP Co., Ltd. announced that they will report Q1, 2024 results on Aug 02, 2023お知らせ • May 12Mamiya-OP Co., Ltd., Annual General Meeting, Jun 29, 2023Mamiya-OP Co., Ltd., Annual General Meeting, Jun 29, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥229 (vs JP¥73.13 in FY 2022)Full year 2023 results: EPS: JP¥229 (up from JP¥73.13 in FY 2022). Revenue: JP¥15.9b (up 24% from FY 2022). Net income: JP¥1.99b (up 213% from FY 2022). Profit margin: 13% (up from 4.9% in FY 2022). The increase in margin was driven by higher revenue. 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.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥49.31 (vs JP¥26.99 in 3Q 2022)Third quarter 2023 results: EPS: JP¥49.31 (up from JP¥26.99 in 3Q 2022). Revenue: JP¥4.52b (up 40% from 3Q 2022). Net income: JP¥429.0m (up 83% from 3Q 2022). Profit margin: 9.5% (up from 7.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,614, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 14x in the Leisure industry in Japan. Total returns to shareholders of 86% over the past three years.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,436, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 15x in the Leisure industry in Japan. Total returns to shareholders of 68% over the past three years.お知らせ • Dec 11Mamiya-OP Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Mamiya-OP Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. President & Representative Director Masao Sekiguchi was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥63.32 (vs JP¥19.72 in 2Q 2022)Second quarter 2023 results: EPS: JP¥63.32 (up from JP¥19.72 in 2Q 2022). Revenue: JP¥3.20b (up 17% from 2Q 2022). Net income: JP¥551.0m (up 222% from 2Q 2022). Profit margin: 17% (up from 6.2% 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 1% per year and the company’s share price has also increased by 1% per year.お知らせ • Sep 09Mamiya-OP Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Mamiya-OP Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥44.17 (vs JP¥0.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.17 (up from JP¥0.10 in 1Q 2022). Revenue: JP¥2.48b (down 2.0% from 1Q 2022). Net income: JP¥383.0m (up JP¥383.0m from 1Q 2022). Profit margin: 15% (up from 0% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jun 19Mamiya-OP Co., Ltd. to Report Q1, 2023 Results on Aug 03, 2022Mamiya-OP Co., Ltd. announced that they will report Q1, 2023 results on Aug 03, 2022Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥73.13 (vs JP¥172 loss in FY 2021)Full year 2022 results: EPS: JP¥73.13 (up from JP¥172 loss in FY 2021). Revenue: JP¥12.9b (up 34% from FY 2021). Net income: JP¥634.0m (up JP¥2.13b from FY 2021). Profit margin: 4.9% (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 fallen by 62% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • May 13Mamiya-OP Co., Ltd., Annual General Meeting, Jun 29, 2022Mamiya-OP Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Audit & Supervisory Board Member & Full-Time Auditor Yuzo Takada was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Mamiya-OP Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Mamiya-OP Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 6.0%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.2%).Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥26.99 (up from JP¥74.45 loss in 3Q 2021). Revenue: JP¥3.24b (up 42% from 3Q 2021). Net income: JP¥234.0m (up JP¥880.0m from 3Q 2021). Profit margin: 7.2% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥19.72 (vs JP¥32.85 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¥2.74b (up 37% from 2Q 2021). Net income: JP¥171.0m (up JP¥456.0m from 2Q 2021). Profit margin: 6.2% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Reported Earnings • May 18Full year 2021 earnings released: JP¥172 loss per share (vs JP¥77.32 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥9.62b (down 33% from FY 2020). Net loss: JP¥1.49b (down 323% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 26New 90-day high: JP¥762The company is up 15% from its price of JP¥665 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Leisure industry, which is down 1.0% over the same period.Reported Earnings • Feb 12Third quarter 2021 earnings released: JP¥74.43 loss per share (vs JP¥23.97 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¥2.28b (down 29% from 3Q 2020). Net loss: JP¥646.0m (down 411% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 03New 90-day high: JP¥732The company is up 9.0% from its price of JP¥671 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Leisure industry, which is up 16% over the same period.Is New 90 Day High Low • Jan 12New 90-day high: JP¥720The company is up 1.0% from its price of JP¥714 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Leisure industry, which is up 15% over the same period.Is New 90 Day High Low • Dec 28New 90-day low: JP¥627The company is down 11% from its price of JP¥702 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Leisure industry, which is up 12% over the same period.お知らせ • Dec 25Mamiya-OP Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Mamiya-OP Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021Is New 90 Day High Low • Dec 08New 90-day low: JP¥655The company is down 5.0% from its price of JP¥687 on 09 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Leisure industry, which is up 24% over the same period.お知らせ • Oct 10Mamiya-OP Co., Ltd. to Report Q2, 2021 Results on Nov 04, 2020Mamiya-OP Co., Ltd. announced that they will report Q2, 2021 results on Nov 04, 2020お知らせ • Jun 28Mamiya-OP Co., Ltd. to Report Q1, 2021 Results on Aug 05, 2020Mamiya-OP Co., Ltd. announced that they will report Q1, 2021 results on Aug 05, 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、Mamiya-OP 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:7991 - 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3/31/202620,8921,712-4,173-715N/A12/31/202522,3901,983N/AN/AN/A9/30/202526,3182,3561,9464,705N/A6/30/202532,5813,905N/AN/AN/A3/31/202533,7074,7186,2016,678N/A12/31/202435,9715,293N/AN/AN/A9/30/202436,1595,9802,3992,878N/A6/30/202430,5664,855N/AN/AN/A3/31/202427,3943,8521,7122,643N/A12/31/202325,6313,567N/AN/AN/A9/30/202322,0662,8591,4242,217N/A6/30/202319,2312,474N/AN/AN/A3/31/202315,9101,987-634-237N/A12/31/202214,5681,592N/AN/AN/A9/30/202213,2851,397-635-360N/A6/30/202212,8221,017N/AN/AN/A3/31/202212,872634152416N/A12/31/202111,368-83N/AN/AN/A9/30/202110,406-963-124141N/A6/30/20219,673-1,419N/AN/AN/A3/31/20219,617-1,494-594-449N/A12/31/202010,638-1,265N/AN/AN/A9/30/202011,570-411-550-245N/A6/30/202013,171520N/AN/AN/A3/31/202014,281671-1,304-936N/A12/31/201913,995907N/AN/AN/A9/30/201914,361884N/A-291N/A6/30/201914,319563N/AN/AN/A3/31/201913,878424N/A666N/A12/31/201813,534339N/AN/AN/A9/30/201812,975165N/A270N/A6/30/201812,615275N/AN/AN/A3/31/201812,574352N/A476N/A12/31/201713,262641N/AN/AN/A9/30/201714,206911N/A908N/A6/30/201714,838578N/AN/AN/A3/31/201714,973516N/A1,147N/A12/31/201615,550230N/AN/AN/A9/30/201615,746134N/A903N/A6/30/201616,806330N/AN/AN/A3/31/201618,032542N/A1,816N/A12/31/201517,892535N/AN/AN/A9/30/201519,343715N/A4,621N/A6/30/201519,696533N/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: 7991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: 7991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: 7991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: 7991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: 7991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: 7991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2026/05/24 22:15終値2026/05/22 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Mamiya-OP Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
分析記事 • May 20Earnings Troubles May Signal Larger Issues for Mamiya-OP (TSE:7991) ShareholdersInvestors were disappointed by Mamiya-OP Co., Ltd.'s ( TSE:7991 ) latest earnings release. We did some analysis, and...
Reported Earnings • May 17Full year 2026 earnings released: EPS: JP¥166 (vs JP¥458 in FY 2025)Full year 2026 results: EPS: JP¥166 (down from JP¥458 in FY 2025). Revenue: JP¥20.9b (down 38% from FY 2025). Net income: JP¥1.71b (down 64% from FY 2025). Profit margin: 8.2% (down from 14% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year and the company’s share price has also fallen by 8% per year.
お知らせ • May 13Mamiya-OP Co., Ltd., Annual General Meeting, Jun 25, 2026Mamiya-OP Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 10Mamiya-OP Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Mamiya-OP Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥7.46 (vs JP¥43.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥7.46 (down from JP¥43.59 in 3Q 2025). Revenue: JP¥3.97b (down 50% from 3Q 2025). Net income: JP¥77.0m (down 83% from 3Q 2025). Profit margin: 1.9% (down from 5.7% in 3Q 2025). 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 only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 04Mamiya-OP (TSE:7991) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Feb 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.4b (US$98.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (9.0% net profit margin). Market cap is less than US$100m (JP¥15.4b market cap, or US$98.3m).
お知らせ • Dec 03Mamiya-OP Co., Ltd. to Report Q3, 2026 Results on Feb 04, 2026Mamiya-OP Co., Ltd. announced that they will report Q3, 2026 results on Feb 04, 2026
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥49.57 (vs JP¥200 in 2Q 2025)Second quarter 2026 results: EPS: JP¥49.57 (down from JP¥200 in 2Q 2025). Revenue: JP¥5.37b (down 54% from 2Q 2025). Net income: JP¥512.0m (down 75% from 2Q 2025). Profit margin: 9.5% (down from 18% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Sep 12Mamiya-OP Co., Ltd. to Report Q2, 2026 Results on Nov 05, 2025Mamiya-OP Co., Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025
分析記事 • Aug 29Investors Still Aren't Entirely Convinced By Mamiya-OP Co., Ltd.'s (TSE:7991) Earnings Despite 27% Price JumpDespite an already strong run, Mamiya-OP Co., Ltd. ( TSE:7991 ) shares have been powering on, with a gain of 27% in the...
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥103 (vs JP¥183 in 1Q 2025)First quarter 2026 results: EPS: JP¥103 (down from JP¥183 in 1Q 2025). Revenue: JP¥7.85b (down 13% from 1Q 2025). Net income: JP¥1.06b (down 43% from 1Q 2025). Profit margin: 14% (down from 21% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 06Mamiya-OP Co., Ltd. to Report Q1, 2026 Results on Aug 06, 2025Mamiya-OP Co., Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025
Reported Earnings • May 09Full year 2025 earnings released: EPS: JP¥458 (vs JP¥433 in FY 2024)Full year 2025 results: EPS: JP¥458 (up from JP¥433 in FY 2024). Revenue: JP¥33.7b (up 23% from FY 2024). Net income: JP¥4.72b (up 23% from FY 2024). Profit margin: 14% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • May 08Mamiya-OP Co., Ltd., Annual General Meeting, Jun 26, 2025Mamiya-OP Co., Ltd., Annual General Meeting, Jun 26, 2025.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,344, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 13x in the Leisure industry in Japan. Total returns to shareholders of 106% over the past three years.
New Risk • Mar 31New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.7b (US$98.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥14.7b market cap, or US$98.2m).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
お知らせ • Mar 08Mamiya-OP Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Mamiya-OP Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥43.59 (vs JP¥131 in 3Q 2024)Third quarter 2025 results: EPS: JP¥43.59 (down from JP¥131 in 3Q 2024). Revenue: JP¥7.90b (down 2.3% from 3Q 2024). Net income: JP¥450.0m (down 60% from 3Q 2024). Profit margin: 5.7% (down from 14% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% 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 • Jan 03Mamiya-OP Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Mamiya-OP Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Nov 23Mamiya-OP Co., Ltd.'s (TSE:7991) Price Is Right But Growth Is Lacking After Shares Rocket 27%Mamiya-OP Co., Ltd. ( TSE:7991 ) shares have continued their recent momentum with a 27% gain in the last month alone...
分析記事 • Nov 19Mamiya-OP's (TSE:7991) Earnings Are Of Questionable QualityMamiya-OP Co., Ltd. ( TSE:7991 ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥200 (vs JP¥108 in 2Q 2024)Second quarter 2025 results: EPS: JP¥200 (up from JP¥108 in 2Q 2024). Revenue: JP¥11.6b (up 93% from 2Q 2024). Net income: JP¥2.06b (up 120% from 2Q 2024). Profit margin: 18% (up from 16% 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 80% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 07We Think Mamiya-OP (TSE:7991) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Sep 11Mamiya-OP Co., Ltd. to Report Q2, 2025 Results on Nov 06, 2024Mamiya-OP Co., Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024
Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: JP¥183 (vs JP¥99.95 in 1Q 2024)First quarter 2025 results: EPS: JP¥183 (up from JP¥99.95 in 1Q 2024). Revenue: JP¥8.98b (up 55% from 1Q 2024). Net income: JP¥1.87b (up 115% from 1Q 2024). Profit margin: 21% (up from 15% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 06Now 31% overvaluedOver the last 90 days, the stock has fallen 37% to JP¥1,007. The fair value is estimated to be JP¥769, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Aug 06Mamiya-OP Co., Ltd.'s (TSE:7991) 27% Dip In Price Shows Sentiment Is Matching EarningsUnfortunately for some shareholders, the Mamiya-OP Co., Ltd. ( TSE:7991 ) share price has dived 27% in the last thirty...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (JP¥9.12b market cap, or US$64.1m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥883, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 11x in the Leisure industry in Japan. Total returns to shareholders of 53% over the past three years.
お知らせ • Jun 29Mamiya-OP Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Mamiya-OP Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024
分析記事 • May 24Benign Growth For Mamiya-OP Co., Ltd. (TSE:7991) Underpins Stock's 25% PlummetThe Mamiya-OP Co., Ltd. ( TSE:7991 ) share price has fared very poorly over the last month, falling by a substantial...
分析記事 • May 21Mamiya-OP's (TSE:7991) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from Mamiya-OP Co., Ltd. ( TSE:7991 ) was underwhelming for investors, despite headline...
お知らせ • May 10Mamiya-OP Co., Ltd., Annual General Meeting, Jun 27, 2024Mamiya-OP Co., Ltd., Annual General Meeting, Jun 27, 2024.
分析記事 • May 09Mamiya-OP (TSE:7991) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • May 09Full year 2024 earnings released: EPS: JP¥433 (vs JP¥229 in FY 2023)Full year 2024 results: EPS: JP¥433 (up from JP¥229 in FY 2023). Revenue: JP¥27.4b (up 72% from FY 2023). Net income: JP¥3.85b (up 94% from FY 2023). Profit margin: 14% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,283, the stock trades at a trailing P/E ratio of 3.4x. Average trailing P/E is 13x in the Leisure industry in Japan. Total returns to shareholders of 103% over the past three years.
New Risk • Mar 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Shareholders have been diluted in the past year (4.6% increase in shares outstanding).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).
お知らせ • Mar 02Mamiya-OP Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024Mamiya-OP Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥131 (vs JP¥49.31 in 3Q 2023)Third quarter 2024 results: EPS: JP¥131 (up from JP¥49.31 in 3Q 2023). Revenue: JP¥8.09b (up 79% from 3Q 2023). Net income: JP¥1.14b (up 165% from 3Q 2023). Profit margin: 14% (up from 9.5% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
New Risk • Jan 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,700, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 10x in the Leisure industry in Japan. Total returns to shareholders of 165% over the past three years.
お知らせ • Dec 13Mamiya-OP Co., Ltd. to Report Q3, 2024 Results on Feb 07, 2024Mamiya-OP Co., Ltd. announced that they will report Q3, 2024 results on Feb 07, 2024
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,181, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 9x in the Leisure industry in Japan. Total returns to shareholders of 106% over the past three years.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥108 (vs JP¥63.32 in 2Q 2023)Second quarter 2024 results: EPS: JP¥108 (up from JP¥63.32 in 2Q 2023). Revenue: JP¥6.04b (up 89% from 2Q 2023). Net income: JP¥936.0m (up 70% from 2Q 2023). Profit margin: 16% (down from 17% 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 109% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.7b (US$98.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥14.7b market cap, or US$98.4m).
お知らせ • Sep 06Mamiya-OP Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Mamiya-OP Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥99.95 (vs JP¥44.18 in 1Q 2023)First quarter 2024 results: EPS: JP¥99.95 (up from JP¥44.18 in 1Q 2023). Revenue: JP¥5.80b (up 134% from 1Q 2023). Net income: JP¥870.0m (up 127% from 1Q 2023). Profit margin: 15% (in line with 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 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 02Mamiya-OP Co., Ltd. to Report Q1, 2024 Results on Aug 02, 2023Mamiya-OP Co., Ltd. announced that they will report Q1, 2024 results on Aug 02, 2023
お知らせ • May 12Mamiya-OP Co., Ltd., Annual General Meeting, Jun 29, 2023Mamiya-OP Co., Ltd., Annual General Meeting, Jun 29, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥229 (vs JP¥73.13 in FY 2022)Full year 2023 results: EPS: JP¥229 (up from JP¥73.13 in FY 2022). Revenue: JP¥15.9b (up 24% from FY 2022). Net income: JP¥1.99b (up 213% from FY 2022). Profit margin: 13% (up from 4.9% in FY 2022). The increase in margin was driven by higher revenue. 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.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥49.31 (vs JP¥26.99 in 3Q 2022)Third quarter 2023 results: EPS: JP¥49.31 (up from JP¥26.99 in 3Q 2022). Revenue: JP¥4.52b (up 40% from 3Q 2022). Net income: JP¥429.0m (up 83% from 3Q 2022). Profit margin: 9.5% (up from 7.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,614, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 14x in the Leisure industry in Japan. Total returns to shareholders of 86% over the past three years.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,436, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 15x in the Leisure industry in Japan. Total returns to shareholders of 68% over the past three years.
お知らせ • Dec 11Mamiya-OP Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Mamiya-OP Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. President & Representative Director Masao Sekiguchi was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥63.32 (vs JP¥19.72 in 2Q 2022)Second quarter 2023 results: EPS: JP¥63.32 (up from JP¥19.72 in 2Q 2022). Revenue: JP¥3.20b (up 17% from 2Q 2022). Net income: JP¥551.0m (up 222% from 2Q 2022). Profit margin: 17% (up from 6.2% 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 1% per year and the company’s share price has also increased by 1% per year.
お知らせ • Sep 09Mamiya-OP Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Mamiya-OP Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥44.17 (vs JP¥0.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.17 (up from JP¥0.10 in 1Q 2022). Revenue: JP¥2.48b (down 2.0% from 1Q 2022). Net income: JP¥383.0m (up JP¥383.0m from 1Q 2022). Profit margin: 15% (up from 0% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 19Mamiya-OP Co., Ltd. to Report Q1, 2023 Results on Aug 03, 2022Mamiya-OP Co., Ltd. announced that they will report Q1, 2023 results on Aug 03, 2022
Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥73.13 (vs JP¥172 loss in FY 2021)Full year 2022 results: EPS: JP¥73.13 (up from JP¥172 loss in FY 2021). Revenue: JP¥12.9b (up 34% from FY 2021). Net income: JP¥634.0m (up JP¥2.13b from FY 2021). Profit margin: 4.9% (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 fallen by 62% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • May 13Mamiya-OP Co., Ltd., Annual General Meeting, Jun 29, 2022Mamiya-OP Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Audit & Supervisory Board Member & Full-Time Auditor Yuzo Takada was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Mamiya-OP Co., Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Mamiya-OP Co., Ltd. announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 6.0%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.2%).
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥26.99 (up from JP¥74.45 loss in 3Q 2021). Revenue: JP¥3.24b (up 42% from 3Q 2021). Net income: JP¥234.0m (up JP¥880.0m from 3Q 2021). Profit margin: 7.2% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥19.72 (vs JP¥32.85 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¥2.74b (up 37% from 2Q 2021). Net income: JP¥171.0m (up JP¥456.0m from 2Q 2021). Profit margin: 6.2% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 18Full year 2021 earnings released: JP¥172 loss per share (vs JP¥77.32 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥9.62b (down 33% from FY 2020). Net loss: JP¥1.49b (down 323% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 26New 90-day high: JP¥762The company is up 15% from its price of JP¥665 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Leisure industry, which is down 1.0% over the same period.
Reported Earnings • Feb 12Third quarter 2021 earnings released: JP¥74.43 loss per share (vs JP¥23.97 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¥2.28b (down 29% from 3Q 2020). Net loss: JP¥646.0m (down 411% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 03New 90-day high: JP¥732The company is up 9.0% from its price of JP¥671 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Leisure industry, which is up 16% over the same period.
Is New 90 Day High Low • Jan 12New 90-day high: JP¥720The company is up 1.0% from its price of JP¥714 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Leisure industry, which is up 15% over the same period.
Is New 90 Day High Low • Dec 28New 90-day low: JP¥627The company is down 11% from its price of JP¥702 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Leisure industry, which is up 12% over the same period.
お知らせ • Dec 25Mamiya-OP Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021Mamiya-OP Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021
Is New 90 Day High Low • Dec 08New 90-day low: JP¥655The company is down 5.0% from its price of JP¥687 on 09 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Leisure industry, which is up 24% over the same period.
お知らせ • Oct 10Mamiya-OP Co., Ltd. to Report Q2, 2021 Results on Nov 04, 2020Mamiya-OP Co., Ltd. announced that they will report Q2, 2021 results on Nov 04, 2020
お知らせ • Jun 28Mamiya-OP Co., Ltd. to Report Q1, 2021 Results on Aug 05, 2020Mamiya-OP Co., Ltd. announced that they will report Q1, 2021 results on Aug 05, 2020