SAN-ALTD（2659）株式概要株式会社サンエーは沖縄でスーパーマーケットチェーンを展開している。 詳細2659 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より67.2%で取引されている 3.56%の安定した配当金を支払う リスク分析リスクチェックの結果、2659 、リスクは検出されなかった。すべてのリスクチェックを見る2659 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥3.09k1.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0299b2016201920222025202620282031Revenue JP¥298.6bEarnings JP¥13.0bAdvancedSet Fair ValueView all narrativesSAN-A CO.,LTD. 競合他社Valor HoldingsSymbol: TSE:9956Market cap: JP¥188.0bARCSSymbol: TSE:9948Market cap: JP¥172.9bLifeSymbol: TSE:8194Market cap: JP¥217.6bFujiSymbol: TSE:8278Market cap: JP¥167.0b価格と性能株価の高値、安値、推移の概要SAN-ALTD過去の株価現在の株価JP¥3,090.0052週高値JP¥3,485.0052週安値JP¥2,632.00ベータ-0.0451ヶ月の変化-5.65%3ヶ月変化2.15%1年変化5.60%3年間の変化34.49%5年間の変化46.10%IPOからの変化789.93%最新ニュースPrice Target Changed • Jun 18Price target increased by 11% to JP¥3,550Up from JP¥3,200, the current price target is an average from 2 analysts. New target price is 11% above last closing price of JP¥3,185. Stock is up 8.0% over the past year. The company is forecast to post earnings per share of JP¥193 for next year compared to JP¥173 last year.お知らせ • May 23SAN-A CO.,LTD. to Report Q1, 2027 Results on Jul 07, 2026SAN-A CO.,LTD. announced that they will report Q1, 2027 results on Jul 07, 2026分析記事 • Apr 14Some May Be Optimistic About SAN-ALTD's (TSE:2659) EarningsSAN-A CO.,LTD.'s ( TSE:2659 ) stock was strong despite it releasing a soft earnings report last week. We think that...Reported Earnings • Apr 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥173 (down from JP¥185 in FY 2025). Revenue: JP¥245.5b (up 3.5% from FY 2025). Net income: JP¥10.7b (down 6.9% from FY 2025). Profit margin: 4.3% (down from 4.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.お知らせ • Apr 07+ 1 more updateSAN-A CO.,LTD., Annual General Meeting, May 26, 2026SAN-A CO.,LTD., Annual General Meeting, May 26, 2026.お知らせ • Apr 02SAN-A CO.,LTD. to Report Fiscal Year 2026 Results on Apr 07, 2026SAN-A CO.,LTD. announced that they will report fiscal year 2026 results on Apr 07, 2026最新情報をもっと見るRecent updatesPrice Target Changed • Jun 18Price target increased by 11% to JP¥3,550Up from JP¥3,200, the current price target is an average from 2 analysts. New target price is 11% above last closing price of JP¥3,185. Stock is up 8.0% over the past year. The company is forecast to post earnings per share of JP¥193 for next year compared to JP¥173 last year.お知らせ • May 23SAN-A CO.,LTD. to Report Q1, 2027 Results on Jul 07, 2026SAN-A CO.,LTD. announced that they will report Q1, 2027 results on Jul 07, 2026分析記事 • Apr 14Some May Be Optimistic About SAN-ALTD's (TSE:2659) EarningsSAN-A CO.,LTD.'s ( TSE:2659 ) stock was strong despite it releasing a soft earnings report last week. We think that...Reported Earnings • Apr 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥173 (down from JP¥185 in FY 2025). Revenue: JP¥245.5b (up 3.5% from FY 2025). Net income: JP¥10.7b (down 6.9% from FY 2025). Profit margin: 4.3% (down from 4.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.お知らせ • Apr 07+ 1 more updateSAN-A CO.,LTD., Annual General Meeting, May 26, 2026SAN-A CO.,LTD., Annual General Meeting, May 26, 2026.お知らせ • Apr 02SAN-A CO.,LTD. to Report Fiscal Year 2026 Results on Apr 07, 2026SAN-A CO.,LTD. announced that they will report fiscal year 2026 results on Apr 07, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).分析記事 • Feb 12SAN-ALTD's (TSE:2659) Upcoming Dividend Will Be Larger Than Last Year'sSAN-A CO.,LTD.'s ( TSE:2659 ) dividend will be increasing from last year's payment of the same period to ¥100.00 on...分析記事 • Jan 27Estimating The Fair Value Of SAN-A CO.,LTD. (TSE:2659)Key Insights The projected fair value for SAN-ALTD is JP¥2,798 based on Dividend Discount Model With JP¥2,959 share...分析記事 • Jan 09SAN-ALTD (TSE:2659) Has Announced That It Will Be Increasing Its Dividend To ¥100.00The board of SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will be paying its dividend of ¥100.00 on the 28th of...Reported Earnings • Jan 08Third quarter 2026 earnings released: EPS: JP¥35.62 (vs JP¥35.77 in 3Q 2025)Third quarter 2026 results: EPS: JP¥35.62 (down from JP¥35.77 in 3Q 2025). Revenue: JP¥55.3b (down 1.3% from 3Q 2025). Net income: JP¥2.20b (flat on 3Q 2025). Profit margin: 4.0% (in line with 3Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 15% per year.お知らせ • Jan 08SAN-A CO.,LTD. Announces Earnings Forecast for the Fiscal Year Ending February 28, 2026SAN-A CO.,LTD. announced earnings forecast for the fiscal year ending February 28, 2026. For the period, the company expects operating revenue of JPY 247,876 million, operating profit of JPY 17,227 million, Profit attributable to owners of parent of JPY 11,005 million and Basic earnings per share of JPY 177.98 million.分析記事 • Nov 03SAN-ALTD's (TSE:2659) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will be paying its dividend of ¥100.00 on the 28th of...お知らせ • Nov 03SAN-A CO.,LTD. to Report Q3, 2026 Results on Jan 07, 2026SAN-A CO.,LTD. announced that they will report Q3, 2026 results on Jan 07, 2026分析記事 • Oct 09SAN-ALTD (TSE:2659) Will Pay A Larger Dividend Than Last Year At ¥100.00SAN-A CO.,LTD. ( TSE:2659 ) will increase its dividend from last year's comparable payment on the 28th of May to...Declared Dividend • Oct 09Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 19% 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. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 08Second quarter 2026 earnings released: EPS: JP¥47.73 (vs JP¥51.18 in 2Q 2025)Second quarter 2026 results: EPS: JP¥47.73 (down from JP¥51.18 in 2Q 2025). Revenue: JP¥67.9b (up 7.7% from 2Q 2025). Net income: JP¥2.95b (down 6.7% from 2Q 2025). Profit margin: 4.4% (down from 5.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% 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 • Aug 01SAN-A CO.,LTD. to Report Q2, 2026 Results on Oct 07, 2025SAN-A CO.,LTD. announced that they will report Q2, 2026 results on Oct 07, 2025Board Change • Jul 07Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Eriko Miyakuni was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 14SAN-A CO.,LTD. to Report Q1, 2026 Results on Jul 04, 2025SAN-A CO.,LTD. announced that they will report Q1, 2026 results on Jul 04, 2025Reported Earnings • Apr 08Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥185 (up from JP¥173 in FY 2024). Revenue: JP¥237.2b (up 4.2% from FY 2024). Net income: JP¥11.5b (up 7.4% from FY 2024). Profit margin: 4.8% (up from 4.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 07SAN-A CO.,LTD., Annual General Meeting, May 27, 2025SAN-A CO.,LTD., Annual General Meeting, May 27, 2025.分析記事 • Feb 03SAN-ALTD (TSE:2659) Will Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) will pay a dividend of ¥55.00 on the 29th of May. This means the dividend yield will be...お知らせ • Feb 03SAN-A CO.,LTD. to Report Fiscal Year 2025 Results on Apr 07, 2025SAN-A CO.,LTD. announced that they will report fiscal year 2025 results on Apr 07, 2025分析記事 • Jan 16SAN-ALTD's (TSE:2659) Dividend Will Be ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. This...New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.Reported Earnings • Jan 09Third quarter 2025 earnings released: EPS: JP¥35.77 (vs JP¥36.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.77 (down from JP¥36.36 in 3Q 2024). Revenue: JP¥56.0b (up 3.4% from 3Q 2024). Net income: JP¥2.21b (down 1.6% from 3Q 2024). Profit margin: 4.0% (down from 4.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 29Here's What To Make Of SAN-ALTD's (TSE:2659) Decelerating Rates Of ReturnWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Price Target Changed • Dec 09Price target increased by 18% to JP¥3,400Up from JP¥2,875, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥2,754. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥173 last year.分析記事 • Dec 03SAN-ALTD (TSE:2659) Is Due To Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. Based on...お知らせ • Dec 03SAN-A CO.,LTD. to Report Q3, 2025 Results on Jan 08, 2025SAN-A CO.,LTD. announced that they will report Q3, 2025 results on Jan 08, 2025分析記事 • Oct 12We Think SAN-ALTD's (TSE:2659) Robust Earnings Are ConservativeSAN-A CO.,LTD.'s ( TSE:2659 ) strong earnings report was rewarded with a positive stock price move. We have done some...Reported Earnings • Oct 09Second quarter 2025 earnings released: EPS: JP¥423,355 (vs JP¥52.36 in 2Q 2024)Second quarter 2025 results: EPS: JP¥423,355. Revenue: JP¥63.0b (up 6.4% from 2Q 2024). Net income: JP¥3.17b (down 2.2% from 2Q 2024). Profit margin: 5.0% (down from 5.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Consumer Retailing industry in Japan.分析記事 • Oct 06SAN-ALTD (TSE:2659) Will Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. Based on...Declared Dividend • Oct 06Dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 29th May 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 15% 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. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Aug 14Here's Why We Think SAN-ALTD (TSE:2659) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Jul 31SAN-A CO.,LTD. to Report Q2, 2025 Results on Oct 04, 2024SAN-A CO.,LTD. announced that they will report Q2, 2025 results on Oct 04, 2024お知らせ • Jul 10SAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 2025SAN-A CO.,LTD. provided dividend guidance for the year ending February 28, 2025. For the period, the company expects a dividend of ¥55.00 per share against ¥110.00 per share paid a year ago.お知らせ • Jul 09SAN-A CO.,LTD. Announces Earnings Guidance for the Full Year Ending February 28, 2025SAN-A CO.,LTD. announced earnings guidance for the full year ending February 28, 2025. For the full year ending February 28, 2025, the company expects operating revenue of JPY 236,120 million, operating profit of JPY 16,670 million and profit attributable to owners of the parent of JPY 11,185 million or JPY 180.92 per share.Reported Earnings • Jul 07First quarter 2025 earnings released: EPS: JP¥89.58 (vs JP¥76.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥89.58 (up from JP¥76.72 in 1Q 2024). Revenue: JP¥57.7b (up 3.7% from 1Q 2024). Net income: JP¥2.77b (up 17% from 1Q 2024). Profit margin: 4.8% (up from 4.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 06Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥338 to JP¥382. Revenue forecast unchanged at JP¥236.0b. Net income forecast to grow 10% next year vs 6.1% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥5,750 to JP¥5,900. Share price rose 3.2% to JP¥4,890 over the past week.Reported Earnings • Jun 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥346 (up from JP¥245 in FY 2023). Revenue: JP¥227.6b (up 6.6% from FY 2023). Net income: JP¥10.7b (up 41% from FY 2023). Profit margin: 4.7% (up from 3.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 06SAN-A CO.,LTD. to Report Q1, 2025 Results on Jul 05, 2024SAN-A CO.,LTD. announced that they will report Q1, 2025 results on Jul 05, 2024Reported Earnings • Apr 07Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥346 (up from JP¥245 in FY 2023). Revenue: JP¥227.6b (up 6.6% from FY 2023). Net income: JP¥10.7b (up 41% from FY 2023). Profit margin: 4.7% (up from 3.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 01SAN-A CO.,LTD. to Report Fiscal Year 2024 Results on Apr 05, 2024SAN-A CO.,LTD. announced that they will report fiscal year 2024 results on Apr 05, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.5%).お知らせ • Jan 12+ 1 more updateSAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Year Ending February 29, 2024SAN-A CO.,LTD. provided consolidated earnings guidance for the year ending February 29, 2024. For the period, the company expects operating revenue of JPY 224,090 million, operating profit of JPY 14,140 million, profit attributable to owners of parent of JPY 9,480 million and earnings per share of JPY 306.70.Reported Earnings • Jan 08Third quarter 2024 earnings released: EPS: JP¥72.72 (vs JP¥45.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥72.72 (up from JP¥45.08 in 3Q 2023). Revenue: JP¥54.1b (up 6.5% from 3Q 2023). Net income: JP¥2.25b (up 61% from 3Q 2023). Profit margin: 4.2% (up from 2.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Dec 12Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥224.9b to JP¥228.6b. EPS estimate increased from JP¥280 to JP¥319 per share. Net income forecast to grow 8.5% next year vs 6.0% growth forecast for Consumer Retailing industry in Japan. Consensus price target broadly unchanged at JP¥5,750. Share price was steady at JP¥4,655 over the past week.お知らせ • Nov 04SAN-A CO.,LTD. to Report Q3, 2024 Results on Jan 05, 2024SAN-A CO.,LTD. announced that they will report Q3, 2024 results on Jan 05, 2024お知らせ • Oct 10+ 1 more updateSAN-A CO.,LTD. Provides Fiscal Year-End Cash Dividend Guidance for the Year Ending February 29, 2024SAN-A CO.,LTD. provided fiscal year-end cash dividend guidance for the year ending February 29, 2024. For the period, the company expects to pay year-end dividend of JPY 74.00 per share compared to JPY 74.00 per share paid a year ago.Reported Earnings • Oct 06Second quarter 2024 earnings released: EPS: JP¥105 (vs JP¥68.64 in 2Q 2023)Second quarter 2024 results: EPS: JP¥105 (up from JP¥68.64 in 2Q 2023). Revenue: JP¥59.2b (up 6.4% from 2Q 2023). Net income: JP¥3.24b (up 53% from 2Q 2023). Profit margin: 5.5% (up from 3.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31+ 1 more updateSAN-A CO.,LTD. to Report Q2, 2024 Results on Oct 05, 2023SAN-A CO.,LTD. announced that they will report Q2, 2024 results on Oct 05, 2023Reported Earnings • Jul 06First quarter 2024 earnings released: EPS: JP¥76.72 (vs JP¥54.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥76.72 (up from JP¥54.89 in 1Q 2023). Revenue: JP¥55.6b (up 8.7% from 1Q 2023). Net income: JP¥2.37b (up 40% from 1Q 2023). Profit margin: 4.3% (up from 3.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.Buying Opportunity • Jun 30Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Buying Opportunity • Jun 15Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Buying Opportunity • May 30Now 20% undervaluedOver the last 90 days, the stock is up 8.4%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Price Target Changed • May 12Price target increased by 10% to JP¥5,500Up from JP¥5,000, the current price target is provided by 1 analyst. New target price is 15% above last closing price of JP¥4,770. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥269 for next year compared to JP¥245 last year.お知らせ • May 08SAN-A CO.,LTD. to Report Q1, 2024 Results on Jul 05, 2023SAN-A CO.,LTD. announced that they will report Q1, 2024 results on Jul 05, 2023Reported Earnings • Apr 08Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥245 (up from JP¥211 in FY 2022). Revenue: JP¥213.5b (up 4.5% from FY 2022). Net income: JP¥7.57b (up 14% from FY 2022). Profit margin: 3.5% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.Upcoming Dividend • Feb 20Upcoming dividend of JP¥60.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).お知らせ • Jan 31SAN-A CO.,LTD. to Report Fiscal Year 2023 Results on Apr 05, 2023SAN-A CO.,LTD. announced that they will report fiscal year 2023 results on Apr 05, 2023お知らせ • Jan 06+ 1 more updateSan-A Co.,Ltd. Provides Dividend Guidance for the Full Year Ending February 28, 2023SAN-A CO.,LTD. provides dividend guidance for the full year ending February 28, 2023. The company expects to pay JPY 60.00 against JPY 60.00 reported a year ago.Reported Earnings • Jan 06Third quarter 2023 earnings released: EPS: JP¥45.08 (vs JP¥51.78 in 3Q 2022)Third quarter 2023 results: EPS: JP¥45.08 (down from JP¥51.78 in 3Q 2022). Revenue: JP¥50.8b (up 3.2% from 3Q 2022). Net income: JP¥1.39b (down 14% from 3Q 2022). Profit margin: 2.7% (down from 3.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiko Nozaki was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Oct 07+ 1 more updateSAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023SAN-A CO.,LTD. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects operating revenue to be JPY 211,021 million. Operating profit to be JPY 10,124 million. Profit attributable to owners of parent to be JPY 6,956 million. Earnings per share to be JPY 225.17.Reported Earnings • Oct 06Second quarter 2023 earnings released: EPS: JP¥68.64 (vs JP¥45.30 in 2Q 2022)Second quarter 2023 results: EPS: JP¥68.64 (up from JP¥45.30 in 2Q 2022). Revenue: JP¥55.6b (up 6.9% from 2Q 2022). Net income: JP¥2.12b (up 47% from 2Q 2022). Profit margin: 3.8% (up from 2.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Aug 11SAN-A CO.,LTD. to Report Q2, 2023 Results on Oct 05, 2022SAN-A CO.,LTD. announced that they will report Q2, 2023 results on Oct 05, 2022お知らせ • Jul 07+ 1 more updateSAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 202SAN-A CO.,LTD. provided dividend guidance for the year ending February 28, 2023. For the period, the company expects dividend of JPY 60.00 per share compared to JPY 60.00 per share a year ago.Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥54.89 (vs JP¥54.44 in 1Q 2022)First quarter 2023 results: EPS: JP¥54.89. Revenue: JP¥51.2b (flat on 1Q 2022). Net income: JP¥1.70b (down 2.5% from 1Q 2022). Profit margin: 3.3% (down from 3.4% in 1Q 2022). Over the next year, revenue is forecast to grow 4.4%, compared to a 13% growth forecast for the industry in Japan.Reported Earnings • Jun 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥211 (up from JP¥190 in FY 2021). Revenue: JP¥204.4b (flat on FY 2021). Net income: JP¥6.66b (up 9.6% from FY 2021). Profit margin: 3.3% (up from 3.0% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Major Estimate Revision • May 18Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥215.2b to JP¥211.8b. EPS estimate also fell from JP¥281 per share to JP¥236 per share. Net income forecast to grow 9.3% next year vs 8.7% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥5,000 unchanged from last update. Share price was steady at JP¥4,030 over the past week.お知らせ • May 12SAN-A CO.,LTD. to Report Q1, 2023 Results on Jul 05, 2022SAN-A CO.,LTD. announced that they will report Q1, 2023 results on Jul 05, 2022Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiko Nozaki was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Apr 07Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥211 (up from JP¥190 in FY 2021). Revenue: JP¥204.4b (flat on FY 2021). Net income: JP¥6.66b (up 9.6% from FY 2021). Profit margin: 3.3% (up from 3.0% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 5.3%, compared to a 15% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Apr 07+ 3 more updatesSAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 2023SAN-A CO.,LTD. provided dividend guidance of JPY 60.00 per share for the year ending February 28, 2023 compared to JPY 60.00 per share paid a year ago.Upcoming Dividend • Feb 18Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).お知らせ • Feb 12SAN-A CO.,LTD. to Report Fiscal Year 2022 Results on Apr 05, 2022SAN-A CO.,LTD. announced that they will report fiscal year 2022 results on Apr 05, 2022Reported Earnings • Jan 07Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥51.78 (up from JP¥36.67 in 3Q 2021). Revenue: JP¥49.2b (up 1.9% from 3Q 2021). Net income: JP¥1.62b (up 38% from 3Q 2021). Profit margin: 3.3% (up from 2.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 4.8%, compared to a 28% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% 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 • Jan 06SAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2022SAN-A CO.,LTD. provided Consolidated earnings guidance for the year ending February 28, 2022. The company expects Operating revenue to be JPY 208,022 million, Operating profit to be JPY 10,474 million, Profit attributable to owners of parent to be JPY 7,227 million and Earnings per share to be JPY 226.12.Reported Earnings • Oct 06Second quarter 2022 earnings released: EPS JP¥45.30 (vs JP¥62.23 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥52.0b (down 4.3% from 2Q 2021). Net income: JP¥1.45b (down 27% from 2Q 2021). Profit margin: 2.8% (down from 3.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 08First quarter 2022 earnings released: EPS JP¥54.44 (vs JP¥42.74 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥47.4b (down 2.6% from 1Q 2021). Net income: JP¥1.74b (up 27% from 1Q 2021). Profit margin: 3.7% (up from 2.8% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • May 31Full year 2021 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥202.8b (up 1.7% from FY 2020). Net income: JP¥6.07b (down 21% from FY 2020). Profit margin: 3.0% (down from 3.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% 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.Major Estimate Revision • May 12Consensus EPS estimates fall to JP¥253The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥212.9b to JP¥209.8b. EPS estimate also fell from JP¥289 to JP¥253. Net income forecast to grow 33% next year vs 8.5% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥5,200 unchanged from last update. Share price was steady at JP¥4,180 over the past week.Reported Earnings • Apr 09Full year 2021 earnings released: EPS JP¥190 (vs JP¥240 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥202.8b (up 1.7% from FY 2020). Net income: JP¥6.07b (down 21% from FY 2020). Profit margin: 3.0% (down from 3.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Apr 08SAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2021 and Full Year Ending February 28, 2022SAN-A CO.,LTD. provided consolidated earnings guidance for the six months ending August 31, 2021 and full year ending February 28, 2022. For the six months ending August 31, 2021, the company expects operating revenue of JPY 106,600 million, operating profit of JPY 5,757 million, profit attributable to owners of the parent of JPY 3,976 million and earnings per share of JPY 124.40. For the full year ending February 28, 2022, the company expects operating revenue of JPY 208,022 million, operating profit of JPY 10,474 million, profit attributable to owners of the parent of JPY 7,227 million and earnings per share of JPY 226.12.Is New 90 Day High Low • Mar 09New 90-day high: JP¥4,555The company is up 8.0% from its price of JP¥4,225 on 09 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period.株主還元2659JP Consumer RetailingJP 市場7D-4.0%-1.9%6.4%1Y5.6%-11.3%46.1%株主還元を見る業界別リターン: 2659過去 1 年間で-11.3 % の収益を上げたJP Consumer Retailing業界を上回りました。リターン対市場: 2659は、過去 1 年間で46.1 % のリターンを上げたJP市場を下回りました。価格変動Is 2659's price volatile compared to industry and market?2659 volatility2659 Average Weekly Movement3.7%Consumer Retailing Industry Average Movement3.3%Market Average Movement4.6%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%安定した株価: 2659 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2659の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19501,746Sawa Toyodawww.san-a.co.jp株式会社サンエーは沖縄でスーパーマーケットをチェーン展開している。家電、化粧品、衣料品、食料品などのほか、土産品や日用品も扱う。また、レストランも運営している。同社は1950年に設立され、宜野湾市に本社を置く。もっと見るSAN-A CO.,LTD. 基礎のまとめSAN-ALTD の収益と売上を時価総額と比較するとどうか。2659 基礎統計学時価総額JP¥195.04b収益（TTM）JP¥10.68b売上高(TTM)JP¥245.55b17.8xPER（株価収益率0.8xP/Sレシオ2659 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計2659 損益計算書（TTM）収益JP¥245.55b売上原価JP¥154.51b売上総利益JP¥91.04bその他の費用JP¥80.36b収益JP¥10.68b直近の収益報告Feb 28, 2026次回決算日Jul 07, 2026一株当たり利益（EPS）173.83グロス・マージン37.07%純利益率4.35%有利子負債／自己資本比率0%2659 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.6%現在の配当利回り58%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/19 07:54終値2026/06/19 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SAN-A CO.,LTD. 2 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。6 アナリスト機関Emiri ShigeokaDaiwa Securities Co. Ltd.null nullDaiwa Securities Co. Ltd.Kumio TomonagaJ.P. Morgan3 その他のアナリストを表示
Price Target Changed • Jun 18Price target increased by 11% to JP¥3,550Up from JP¥3,200, the current price target is an average from 2 analysts. New target price is 11% above last closing price of JP¥3,185. Stock is up 8.0% over the past year. The company is forecast to post earnings per share of JP¥193 for next year compared to JP¥173 last year.
お知らせ • May 23SAN-A CO.,LTD. to Report Q1, 2027 Results on Jul 07, 2026SAN-A CO.,LTD. announced that they will report Q1, 2027 results on Jul 07, 2026
分析記事 • Apr 14Some May Be Optimistic About SAN-ALTD's (TSE:2659) EarningsSAN-A CO.,LTD.'s ( TSE:2659 ) stock was strong despite it releasing a soft earnings report last week. We think that...
Reported Earnings • Apr 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥173 (down from JP¥185 in FY 2025). Revenue: JP¥245.5b (up 3.5% from FY 2025). Net income: JP¥10.7b (down 6.9% from FY 2025). Profit margin: 4.3% (down from 4.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Apr 07+ 1 more updateSAN-A CO.,LTD., Annual General Meeting, May 26, 2026SAN-A CO.,LTD., Annual General Meeting, May 26, 2026.
お知らせ • Apr 02SAN-A CO.,LTD. to Report Fiscal Year 2026 Results on Apr 07, 2026SAN-A CO.,LTD. announced that they will report fiscal year 2026 results on Apr 07, 2026
Price Target Changed • Jun 18Price target increased by 11% to JP¥3,550Up from JP¥3,200, the current price target is an average from 2 analysts. New target price is 11% above last closing price of JP¥3,185. Stock is up 8.0% over the past year. The company is forecast to post earnings per share of JP¥193 for next year compared to JP¥173 last year.
お知らせ • May 23SAN-A CO.,LTD. to Report Q1, 2027 Results on Jul 07, 2026SAN-A CO.,LTD. announced that they will report Q1, 2027 results on Jul 07, 2026
分析記事 • Apr 14Some May Be Optimistic About SAN-ALTD's (TSE:2659) EarningsSAN-A CO.,LTD.'s ( TSE:2659 ) stock was strong despite it releasing a soft earnings report last week. We think that...
Reported Earnings • Apr 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥173 (down from JP¥185 in FY 2025). Revenue: JP¥245.5b (up 3.5% from FY 2025). Net income: JP¥10.7b (down 6.9% from FY 2025). Profit margin: 4.3% (down from 4.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Apr 07+ 1 more updateSAN-A CO.,LTD., Annual General Meeting, May 26, 2026SAN-A CO.,LTD., Annual General Meeting, May 26, 2026.
お知らせ • Apr 02SAN-A CO.,LTD. to Report Fiscal Year 2026 Results on Apr 07, 2026SAN-A CO.,LTD. announced that they will report fiscal year 2026 results on Apr 07, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
分析記事 • Feb 12SAN-ALTD's (TSE:2659) Upcoming Dividend Will Be Larger Than Last Year'sSAN-A CO.,LTD.'s ( TSE:2659 ) dividend will be increasing from last year's payment of the same period to ¥100.00 on...
分析記事 • Jan 27Estimating The Fair Value Of SAN-A CO.,LTD. (TSE:2659)Key Insights The projected fair value for SAN-ALTD is JP¥2,798 based on Dividend Discount Model With JP¥2,959 share...
分析記事 • Jan 09SAN-ALTD (TSE:2659) Has Announced That It Will Be Increasing Its Dividend To ¥100.00The board of SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will be paying its dividend of ¥100.00 on the 28th of...
Reported Earnings • Jan 08Third quarter 2026 earnings released: EPS: JP¥35.62 (vs JP¥35.77 in 3Q 2025)Third quarter 2026 results: EPS: JP¥35.62 (down from JP¥35.77 in 3Q 2025). Revenue: JP¥55.3b (down 1.3% from 3Q 2025). Net income: JP¥2.20b (flat on 3Q 2025). Profit margin: 4.0% (in line with 3Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Jan 08SAN-A CO.,LTD. Announces Earnings Forecast for the Fiscal Year Ending February 28, 2026SAN-A CO.,LTD. announced earnings forecast for the fiscal year ending February 28, 2026. For the period, the company expects operating revenue of JPY 247,876 million, operating profit of JPY 17,227 million, Profit attributable to owners of parent of JPY 11,005 million and Basic earnings per share of JPY 177.98 million.
分析記事 • Nov 03SAN-ALTD's (TSE:2659) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will be paying its dividend of ¥100.00 on the 28th of...
お知らせ • Nov 03SAN-A CO.,LTD. to Report Q3, 2026 Results on Jan 07, 2026SAN-A CO.,LTD. announced that they will report Q3, 2026 results on Jan 07, 2026
分析記事 • Oct 09SAN-ALTD (TSE:2659) Will Pay A Larger Dividend Than Last Year At ¥100.00SAN-A CO.,LTD. ( TSE:2659 ) will increase its dividend from last year's comparable payment on the 28th of May to...
Declared Dividend • Oct 09Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 19% 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. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 08Second quarter 2026 earnings released: EPS: JP¥47.73 (vs JP¥51.18 in 2Q 2025)Second quarter 2026 results: EPS: JP¥47.73 (down from JP¥51.18 in 2Q 2025). Revenue: JP¥67.9b (up 7.7% from 2Q 2025). Net income: JP¥2.95b (down 6.7% from 2Q 2025). Profit margin: 4.4% (down from 5.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% 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 • Aug 01SAN-A CO.,LTD. to Report Q2, 2026 Results on Oct 07, 2025SAN-A CO.,LTD. announced that they will report Q2, 2026 results on Oct 07, 2025
Board Change • Jul 07Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Eriko Miyakuni was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 14SAN-A CO.,LTD. to Report Q1, 2026 Results on Jul 04, 2025SAN-A CO.,LTD. announced that they will report Q1, 2026 results on Jul 04, 2025
Reported Earnings • Apr 08Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥185 (up from JP¥173 in FY 2024). Revenue: JP¥237.2b (up 4.2% from FY 2024). Net income: JP¥11.5b (up 7.4% from FY 2024). Profit margin: 4.8% (up from 4.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 07SAN-A CO.,LTD., Annual General Meeting, May 27, 2025SAN-A CO.,LTD., Annual General Meeting, May 27, 2025.
分析記事 • Feb 03SAN-ALTD (TSE:2659) Will Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) will pay a dividend of ¥55.00 on the 29th of May. This means the dividend yield will be...
お知らせ • Feb 03SAN-A CO.,LTD. to Report Fiscal Year 2025 Results on Apr 07, 2025SAN-A CO.,LTD. announced that they will report fiscal year 2025 results on Apr 07, 2025
分析記事 • Jan 16SAN-ALTD's (TSE:2659) Dividend Will Be ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. This...
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
Reported Earnings • Jan 09Third quarter 2025 earnings released: EPS: JP¥35.77 (vs JP¥36.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.77 (down from JP¥36.36 in 3Q 2024). Revenue: JP¥56.0b (up 3.4% from 3Q 2024). Net income: JP¥2.21b (down 1.6% from 3Q 2024). Profit margin: 4.0% (down from 4.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 29Here's What To Make Of SAN-ALTD's (TSE:2659) Decelerating Rates Of ReturnWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Price Target Changed • Dec 09Price target increased by 18% to JP¥3,400Up from JP¥2,875, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥2,754. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥173 last year.
分析記事 • Dec 03SAN-ALTD (TSE:2659) Is Due To Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. Based on...
お知らせ • Dec 03SAN-A CO.,LTD. to Report Q3, 2025 Results on Jan 08, 2025SAN-A CO.,LTD. announced that they will report Q3, 2025 results on Jan 08, 2025
分析記事 • Oct 12We Think SAN-ALTD's (TSE:2659) Robust Earnings Are ConservativeSAN-A CO.,LTD.'s ( TSE:2659 ) strong earnings report was rewarded with a positive stock price move. We have done some...
Reported Earnings • Oct 09Second quarter 2025 earnings released: EPS: JP¥423,355 (vs JP¥52.36 in 2Q 2024)Second quarter 2025 results: EPS: JP¥423,355. Revenue: JP¥63.0b (up 6.4% from 2Q 2024). Net income: JP¥3.17b (down 2.2% from 2Q 2024). Profit margin: 5.0% (down from 5.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Consumer Retailing industry in Japan.
分析記事 • Oct 06SAN-ALTD (TSE:2659) Will Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. Based on...
Declared Dividend • Oct 06Dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 29th May 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 15% 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. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 14Here's Why We Think SAN-ALTD (TSE:2659) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Jul 31SAN-A CO.,LTD. to Report Q2, 2025 Results on Oct 04, 2024SAN-A CO.,LTD. announced that they will report Q2, 2025 results on Oct 04, 2024
お知らせ • Jul 10SAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 2025SAN-A CO.,LTD. provided dividend guidance for the year ending February 28, 2025. For the period, the company expects a dividend of ¥55.00 per share against ¥110.00 per share paid a year ago.
お知らせ • Jul 09SAN-A CO.,LTD. Announces Earnings Guidance for the Full Year Ending February 28, 2025SAN-A CO.,LTD. announced earnings guidance for the full year ending February 28, 2025. For the full year ending February 28, 2025, the company expects operating revenue of JPY 236,120 million, operating profit of JPY 16,670 million and profit attributable to owners of the parent of JPY 11,185 million or JPY 180.92 per share.
Reported Earnings • Jul 07First quarter 2025 earnings released: EPS: JP¥89.58 (vs JP¥76.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥89.58 (up from JP¥76.72 in 1Q 2024). Revenue: JP¥57.7b (up 3.7% from 1Q 2024). Net income: JP¥2.77b (up 17% from 1Q 2024). Profit margin: 4.8% (up from 4.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 06Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥338 to JP¥382. Revenue forecast unchanged at JP¥236.0b. Net income forecast to grow 10% next year vs 6.1% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥5,750 to JP¥5,900. Share price rose 3.2% to JP¥4,890 over the past week.
Reported Earnings • Jun 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥346 (up from JP¥245 in FY 2023). Revenue: JP¥227.6b (up 6.6% from FY 2023). Net income: JP¥10.7b (up 41% from FY 2023). Profit margin: 4.7% (up from 3.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 06SAN-A CO.,LTD. to Report Q1, 2025 Results on Jul 05, 2024SAN-A CO.,LTD. announced that they will report Q1, 2025 results on Jul 05, 2024
Reported Earnings • Apr 07Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥346 (up from JP¥245 in FY 2023). Revenue: JP¥227.6b (up 6.6% from FY 2023). Net income: JP¥10.7b (up 41% from FY 2023). Profit margin: 4.7% (up from 3.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 01SAN-A CO.,LTD. to Report Fiscal Year 2024 Results on Apr 05, 2024SAN-A CO.,LTD. announced that they will report fiscal year 2024 results on Apr 05, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.5%).
お知らせ • Jan 12+ 1 more updateSAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Year Ending February 29, 2024SAN-A CO.,LTD. provided consolidated earnings guidance for the year ending February 29, 2024. For the period, the company expects operating revenue of JPY 224,090 million, operating profit of JPY 14,140 million, profit attributable to owners of parent of JPY 9,480 million and earnings per share of JPY 306.70.
Reported Earnings • Jan 08Third quarter 2024 earnings released: EPS: JP¥72.72 (vs JP¥45.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥72.72 (up from JP¥45.08 in 3Q 2023). Revenue: JP¥54.1b (up 6.5% from 3Q 2023). Net income: JP¥2.25b (up 61% from 3Q 2023). Profit margin: 4.2% (up from 2.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Dec 12Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥224.9b to JP¥228.6b. EPS estimate increased from JP¥280 to JP¥319 per share. Net income forecast to grow 8.5% next year vs 6.0% growth forecast for Consumer Retailing industry in Japan. Consensus price target broadly unchanged at JP¥5,750. Share price was steady at JP¥4,655 over the past week.
お知らせ • Nov 04SAN-A CO.,LTD. to Report Q3, 2024 Results on Jan 05, 2024SAN-A CO.,LTD. announced that they will report Q3, 2024 results on Jan 05, 2024
お知らせ • Oct 10+ 1 more updateSAN-A CO.,LTD. Provides Fiscal Year-End Cash Dividend Guidance for the Year Ending February 29, 2024SAN-A CO.,LTD. provided fiscal year-end cash dividend guidance for the year ending February 29, 2024. For the period, the company expects to pay year-end dividend of JPY 74.00 per share compared to JPY 74.00 per share paid a year ago.
Reported Earnings • Oct 06Second quarter 2024 earnings released: EPS: JP¥105 (vs JP¥68.64 in 2Q 2023)Second quarter 2024 results: EPS: JP¥105 (up from JP¥68.64 in 2Q 2023). Revenue: JP¥59.2b (up 6.4% from 2Q 2023). Net income: JP¥3.24b (up 53% from 2Q 2023). Profit margin: 5.5% (up from 3.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31+ 1 more updateSAN-A CO.,LTD. to Report Q2, 2024 Results on Oct 05, 2023SAN-A CO.,LTD. announced that they will report Q2, 2024 results on Oct 05, 2023
Reported Earnings • Jul 06First quarter 2024 earnings released: EPS: JP¥76.72 (vs JP¥54.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥76.72 (up from JP¥54.89 in 1Q 2023). Revenue: JP¥55.6b (up 8.7% from 1Q 2023). Net income: JP¥2.37b (up 40% from 1Q 2023). Profit margin: 4.3% (up from 3.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
Buying Opportunity • Jun 30Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Buying Opportunity • Jun 15Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Buying Opportunity • May 30Now 20% undervaluedOver the last 90 days, the stock is up 8.4%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Price Target Changed • May 12Price target increased by 10% to JP¥5,500Up from JP¥5,000, the current price target is provided by 1 analyst. New target price is 15% above last closing price of JP¥4,770. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥269 for next year compared to JP¥245 last year.
お知らせ • May 08SAN-A CO.,LTD. to Report Q1, 2024 Results on Jul 05, 2023SAN-A CO.,LTD. announced that they will report Q1, 2024 results on Jul 05, 2023
Reported Earnings • Apr 08Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥245 (up from JP¥211 in FY 2022). Revenue: JP¥213.5b (up 4.5% from FY 2022). Net income: JP¥7.57b (up 14% from FY 2022). Profit margin: 3.5% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥60.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).
お知らせ • Jan 31SAN-A CO.,LTD. to Report Fiscal Year 2023 Results on Apr 05, 2023SAN-A CO.,LTD. announced that they will report fiscal year 2023 results on Apr 05, 2023
お知らせ • Jan 06+ 1 more updateSan-A Co.,Ltd. Provides Dividend Guidance for the Full Year Ending February 28, 2023SAN-A CO.,LTD. provides dividend guidance for the full year ending February 28, 2023. The company expects to pay JPY 60.00 against JPY 60.00 reported a year ago.
Reported Earnings • Jan 06Third quarter 2023 earnings released: EPS: JP¥45.08 (vs JP¥51.78 in 3Q 2022)Third quarter 2023 results: EPS: JP¥45.08 (down from JP¥51.78 in 3Q 2022). Revenue: JP¥50.8b (up 3.2% from 3Q 2022). Net income: JP¥1.39b (down 14% from 3Q 2022). Profit margin: 2.7% (down from 3.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiko Nozaki was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Oct 07+ 1 more updateSAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023SAN-A CO.,LTD. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects operating revenue to be JPY 211,021 million. Operating profit to be JPY 10,124 million. Profit attributable to owners of parent to be JPY 6,956 million. Earnings per share to be JPY 225.17.
Reported Earnings • Oct 06Second quarter 2023 earnings released: EPS: JP¥68.64 (vs JP¥45.30 in 2Q 2022)Second quarter 2023 results: EPS: JP¥68.64 (up from JP¥45.30 in 2Q 2022). Revenue: JP¥55.6b (up 6.9% from 2Q 2022). Net income: JP¥2.12b (up 47% from 2Q 2022). Profit margin: 3.8% (up from 2.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Aug 11SAN-A CO.,LTD. to Report Q2, 2023 Results on Oct 05, 2022SAN-A CO.,LTD. announced that they will report Q2, 2023 results on Oct 05, 2022
お知らせ • Jul 07+ 1 more updateSAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 202SAN-A CO.,LTD. provided dividend guidance for the year ending February 28, 2023. For the period, the company expects dividend of JPY 60.00 per share compared to JPY 60.00 per share a year ago.
Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥54.89 (vs JP¥54.44 in 1Q 2022)First quarter 2023 results: EPS: JP¥54.89. Revenue: JP¥51.2b (flat on 1Q 2022). Net income: JP¥1.70b (down 2.5% from 1Q 2022). Profit margin: 3.3% (down from 3.4% in 1Q 2022). Over the next year, revenue is forecast to grow 4.4%, compared to a 13% growth forecast for the industry in Japan.
Reported Earnings • Jun 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥211 (up from JP¥190 in FY 2021). Revenue: JP¥204.4b (flat on FY 2021). Net income: JP¥6.66b (up 9.6% from FY 2021). Profit margin: 3.3% (up from 3.0% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • May 18Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥215.2b to JP¥211.8b. EPS estimate also fell from JP¥281 per share to JP¥236 per share. Net income forecast to grow 9.3% next year vs 8.7% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥5,000 unchanged from last update. Share price was steady at JP¥4,030 over the past week.
お知らせ • May 12SAN-A CO.,LTD. to Report Q1, 2023 Results on Jul 05, 2022SAN-A CO.,LTD. announced that they will report Q1, 2023 results on Jul 05, 2022
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiko Nozaki was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 07Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥211 (up from JP¥190 in FY 2021). Revenue: JP¥204.4b (flat on FY 2021). Net income: JP¥6.66b (up 9.6% from FY 2021). Profit margin: 3.3% (up from 3.0% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 5.3%, compared to a 15% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Apr 07+ 3 more updatesSAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 2023SAN-A CO.,LTD. provided dividend guidance of JPY 60.00 per share for the year ending February 28, 2023 compared to JPY 60.00 per share paid a year ago.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).
お知らせ • Feb 12SAN-A CO.,LTD. to Report Fiscal Year 2022 Results on Apr 05, 2022SAN-A CO.,LTD. announced that they will report fiscal year 2022 results on Apr 05, 2022
Reported Earnings • Jan 07Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥51.78 (up from JP¥36.67 in 3Q 2021). Revenue: JP¥49.2b (up 1.9% from 3Q 2021). Net income: JP¥1.62b (up 38% from 3Q 2021). Profit margin: 3.3% (up from 2.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 4.8%, compared to a 28% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% 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 • Jan 06SAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2022SAN-A CO.,LTD. provided Consolidated earnings guidance for the year ending February 28, 2022. The company expects Operating revenue to be JPY 208,022 million, Operating profit to be JPY 10,474 million, Profit attributable to owners of parent to be JPY 7,227 million and Earnings per share to be JPY 226.12.
Reported Earnings • Oct 06Second quarter 2022 earnings released: EPS JP¥45.30 (vs JP¥62.23 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥52.0b (down 4.3% from 2Q 2021). Net income: JP¥1.45b (down 27% from 2Q 2021). Profit margin: 2.8% (down from 3.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 08First quarter 2022 earnings released: EPS JP¥54.44 (vs JP¥42.74 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥47.4b (down 2.6% from 1Q 2021). Net income: JP¥1.74b (up 27% from 1Q 2021). Profit margin: 3.7% (up from 2.8% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 31Full year 2021 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥202.8b (up 1.7% from FY 2020). Net income: JP¥6.07b (down 21% from FY 2020). Profit margin: 3.0% (down from 3.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% 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.
Major Estimate Revision • May 12Consensus EPS estimates fall to JP¥253The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥212.9b to JP¥209.8b. EPS estimate also fell from JP¥289 to JP¥253. Net income forecast to grow 33% next year vs 8.5% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥5,200 unchanged from last update. Share price was steady at JP¥4,180 over the past week.
Reported Earnings • Apr 09Full year 2021 earnings released: EPS JP¥190 (vs JP¥240 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥202.8b (up 1.7% from FY 2020). Net income: JP¥6.07b (down 21% from FY 2020). Profit margin: 3.0% (down from 3.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 08SAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2021 and Full Year Ending February 28, 2022SAN-A CO.,LTD. provided consolidated earnings guidance for the six months ending August 31, 2021 and full year ending February 28, 2022. For the six months ending August 31, 2021, the company expects operating revenue of JPY 106,600 million, operating profit of JPY 5,757 million, profit attributable to owners of the parent of JPY 3,976 million and earnings per share of JPY 124.40. For the full year ending February 28, 2022, the company expects operating revenue of JPY 208,022 million, operating profit of JPY 10,474 million, profit attributable to owners of the parent of JPY 7,227 million and earnings per share of JPY 226.12.
Is New 90 Day High Low • Mar 09New 90-day high: JP¥4,555The company is up 8.0% from its price of JP¥4,225 on 09 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period.
