View ValuationCawachi 将来の成長Future 基準チェック /06現在、 Cawachiの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Consumer Retailing 収益成長8.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Jul 27+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for the Six Months Ending September 2023 and Full Year Ending March 2024Cawachi Limited provided consolidated earnings guidance for the six months ending September 2023 and full year ending March 2024. For the six months, the company expects net sales of ¥146,100 million, operating profit of ¥3,700 million, Profit attributable to owners of parent of ¥2,550 million and Basic earnings per share of ¥114.17.For the year, the company expects net sales of ¥286,500 million, operating profit of ¥6,000 million, Profit attributable to owners of parent of ¥4,200 million and Basic earnings per share of ¥188.05.お知らせ • Oct 26+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for Year Ending March 2023Cawachi Limited provided consolidated earnings guidance for year ending March 2023. For the period, the company expected net sales of JPY 280,000 million, operating profit of JPY 7,000 million, profit attributable to owners of parent of JPY 4,600 million, Basic earnings per share of JPY 205.96 per basic share.お知らせ • May 21+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for the First Half of Fiscal Year Ending March 15, 2023Cawachi Limited provided consolidated earnings guidance for the first half of fiscal year ending March 15, 2023. For the period, the company expects net sales of JPY 145,000 million, operating profit of JPY 4,800 million, profit attributable to owners of parent of JPY 3,300 million and earnings per share of JPY 147.84.お知らせ • Apr 27+ 2 more updatesCawachi Limited Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 2022Cawachi Limited provided consolidated earnings guidance for the fiscal year ending March 2022. For the year, the company forecasts net sales of JPY 282,000 million, operating profit of JPY 7,500 million, profit attributable to owners of parent of JPY 5,500 million and basic earnings per share of JPY 246.59.すべての更新を表示Recent updatesReported Earnings • Jun 14Full year 2026 earnings released: EPS: JP¥143 (vs JP¥219 in FY 2025)Full year 2026 results: EPS: JP¥143 (down from JP¥219 in FY 2025). Revenue: JP¥284.5b (down 1.2% from FY 2025). Net income: JP¥3.20b (down 35% from FY 2025). Profit margin: 1.1% (down from 1.7% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • May 27Kaname Capital Calls on Cawachi Limited ShareholdersOn May 26, 2026, Kaname Capital announced that it has released a 102-page investor white paper on Cawachi Limited and called on shareholders to vote for its proposals: i) the removal of President Kawachi Shinji and Outside Director Watanabe Rinji as Directors and ii) proposal for shortening the term of directors from two years to one — a change Cawachi itself has now conceded is necessary, and which we have left on the ballot so that shareholders have a clear, low-cost way to register their support for the direction of governance reform at the 59th Annual General Meeting on June 11, 2026. Kaname Capital stated that it had called on the resulting Board of Directors to establish an Independent Strategic Review Committee to evaluate all paths to value creation, including the viability of the current ownership structure. Kaname Capital has urged ISS, Glass Lewis, and all proxy advisory services to recommend for both proposals.分析記事 • May 07Investors Can Find Comfort In Cawachi's (TSE:2664) Earnings QualityCawachi Limited's ( TSE:2664 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...Reported Earnings • Apr 29Full year 2026 earnings released: EPS: JP¥143 (vs JP¥219 in FY 2025)Full year 2026 results: EPS: JP¥143 (down from JP¥219 in FY 2025). Revenue: JP¥284.5b (down 1.2% from FY 2025). Net income: JP¥3.20b (down 35% from FY 2025). Profit margin: 1.1% (down from 1.7% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Apr 28Cawachi Limited, Annual General Meeting, Jun 11, 2026Cawachi Limited, Annual General Meeting, Jun 11, 2026.お知らせ • Apr 21Cawachi Limited to Report Fiscal Year 2026 Results on Apr 28, 2026Cawachi Limited announced that they will report fiscal year 2026 results on Apr 28, 2026Upcoming Dividend • Mar 05Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 12 March 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: JP¥45.13 (vs JP¥56.91 in 3Q 2025)Third quarter 2026 results: EPS: JP¥45.13 (down from JP¥56.91 in 3Q 2025). Revenue: JP¥69.6b (flat on 3Q 2025). Net income: JP¥1.01b (down 21% from 3Q 2025). Profit margin: 1.4% (down from 1.8% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 26Cawachi Limited to Report Q3, 2026 Results on Jan 27, 2026Cawachi Limited announced that they will report Q3, 2026 results on Jan 27, 2026分析記事 • Nov 05Cawachi's (TSE:2664) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from Cawachi Limited ( TSE:2664 ) despite the...Declared Dividend • Oct 31Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 12th March 2026 Payment date: 12th June 2026 Dividend yield will be 3.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (39% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.4% EPS decline seen over the last 5 years.Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥63.22 (vs JP¥68.73 in 2Q 2025)Second quarter 2026 results: EPS: JP¥63.22 (down from JP¥68.73 in 2Q 2025). Revenue: JP¥74.3b (down 2.2% from 2Q 2025). Net income: JP¥1.41b (down 8.0% from 2Q 2025). Profit margin: 1.9% (down from 2.0% 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 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Oct 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.6% to JP¥2,928. The fair value is estimated to be JP¥2,437, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.4%.お知らせ • Sep 26Cawachi Limited to Report Q2, 2026 Results on Oct 29, 2025Cawachi Limited announced that they will report Q2, 2026 results on Oct 29, 2025Buy Or Sell Opportunity • Sep 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.0% to JP¥2,877. The fair value is estimated to be JP¥2,393, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Reported Earnings • Jul 25First quarter 2026 earnings released: EPS: JP¥46.79 (vs JP¥52.83 in 1Q 2025)First quarter 2026 results: EPS: JP¥46.79 (down from JP¥52.83 in 1Q 2025). Revenue: JP¥71.0b (flat on 1Q 2025). Net income: JP¥1.05b (down 11% from 1Q 2025). Profit margin: 1.5% (down from 1.7% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 27Cawachi Limited to Report Q1, 2026 Results on Jul 24, 2025Cawachi Limited announced that they will report Q1, 2026 results on Jul 24, 2025分析記事 • May 03Cawachi's (TSE:2664) Earnings Offer More Than Meets The EyeThe market seemed underwhelmed by the solid earnings posted by Cawachi Limited ( TSE:2664 ) recently. Along with the...Reported Earnings • Apr 25Full year 2025 earnings released: EPS: JP¥219 (vs JP¥211 in FY 2024)Full year 2025 results: EPS: JP¥219 (up from JP¥211 in FY 2024). Revenue: JP¥287.8b (flat on FY 2024). Net income: JP¥4.88b (up 3.6% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Apr 24Cawachi Limited, Annual General Meeting, Jun 11, 2025Cawachi Limited, Annual General Meeting, Jun 11, 2025.お知らせ • Mar 26Cawachi Limited to Report Fiscal Year 2025 Results on Apr 24, 2025Cawachi Limited announced that they will report fiscal year 2025 results on Apr 24, 2025Upcoming Dividend • Mar 06Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 13 March 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).Reported Earnings • Jan 24Third quarter 2025 earnings released: EPS: JP¥56.91 (vs JP¥56.37 in 3Q 2024)Third quarter 2025 results: EPS: JP¥56.91 (up from JP¥56.37 in 3Q 2024). Revenue: JP¥69.6b (flat on 3Q 2024). Net income: JP¥1.27b (up 1.0% from 3Q 2024). Profit margin: 1.8% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Jan 03Cawachi (TSE:2664) Has Announced A Dividend Of ¥80.00Cawachi Limited ( TSE:2664 ) has announced that it will pay a dividend of ¥80.00 per share on the 13th of June. This...お知らせ • Jan 03Cawachi Limited to Report Q3, 2025 Results on Jan 23, 2025Cawachi Limited announced that they will report Q3, 2025 results on Jan 23, 2025分析記事 • Dec 16Cawachi (TSE:2664) Is Paying Out A Dividend Of ¥80.00The board of Cawachi Limited ( TSE:2664 ) has announced that it will pay a dividend of ¥80.00 per share on the 13th of...分析記事 • Nov 01Cawachi's (TSE:2664) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from Cawachi Limited ( TSE:2664 ) despite the...分析記事 • Oct 28Cawachi (TSE:2664) Will Pay A Dividend Of ¥80.00The board of Cawachi Limited ( TSE:2664 ) has announced that it will pay a dividend on the 13th of June, with investors...Declared Dividend • Oct 27Dividend of JP¥80.00 announcedDividend of JP¥80.00 is the same as last year. Ex-date: 13th March 2025 Payment date: 13th June 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but not covered by cash flows (175% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 26Second quarter 2025 earnings released: EPS: JP¥68.73 (vs JP¥77.64 in 2Q 2024)Second quarter 2025 results: EPS: JP¥68.73 (down from JP¥77.64 in 2Q 2024). Revenue: JP¥76.0b (flat on 2Q 2024). Net income: JP¥1.54b (down 12% from 2Q 2024). Profit margin: 2.0% (down from 2.3% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Sep 26Cawachi Limited to Report Q2, 2025 Results on Oct 25, 2024Cawachi Limited announced that they will report Q2, 2025 results on Oct 25, 2024Reported Earnings • Jul 28First quarter 2025 earnings released: EPS: JP¥52.83 (vs JP¥58.79 in 1Q 2024)First quarter 2025 results: EPS: JP¥52.83 (down from JP¥58.79 in 1Q 2024). Revenue: JP¥71.3b (up 1.1% from 1Q 2024). Net income: JP¥1.18b (down 10% from 1Q 2024). Profit margin: 1.7% (down from 1.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Jun 27Cawachi Limited to Report Q1, 2025 Results on Jul 26, 2024Cawachi Limited announced that they will report Q1, 2025 results on Jul 26, 2024Reported Earnings • Jun 16Full year 2024 earnings released: EPS: JP¥211 (vs JP¥187 in FY 2023)Full year 2024 results: EPS: JP¥211 (up from JP¥187 in FY 2023). Revenue: JP¥286.0b (up 1.5% from FY 2023). Net income: JP¥4.71b (up 13% from FY 2023). Profit margin: 1.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • May 18Cawachi Limited Provides Dividend Guidance for the Fiscal Year Ending March 15, 2025Cawachi Limited provides dividend guidance for the fiscal year ending March 15, 2025. For the period, the company expects dividend to be JPY 80.00 per share compared to JPY 80.00 per share a year ago.分析記事 • May 03Cawachi's (TSE:2664) Earnings May Just Be The Starting PointCawachi Limited's ( TSE:2664 ) strong earnings report was rewarded with a positive stock price move. We have done some...Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥211 (vs JP¥187 in FY 2023)Full year 2024 results: EPS: JP¥211 (up from JP¥187 in FY 2023). Revenue: JP¥286.0b (up 1.5% from FY 2023). Net income: JP¥4.71b (up 13% from FY 2023). Profit margin: 1.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Apr 28Cawachi Limited, Annual General Meeting, Jun 12, 2024Cawachi Limited, Annual General Meeting, Jun 12, 2024.お知らせ • Mar 27Cawachi Limited to Report Fiscal Year 2024 Results on Apr 26, 2024Cawachi Limited announced that they will report fiscal year 2024 results on Apr 26, 2024Upcoming Dividend • Mar 07Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).Reported Earnings • Jan 26Third quarter 2024 earnings released: EPS: JP¥56.37 (vs JP¥58.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥56.37 (down from JP¥58.03 in 3Q 2023). Revenue: JP¥69.9b (flat on 3Q 2023). Net income: JP¥1.26b (down 2.9% from 3Q 2023). Profit margin: 1.8% (down from 1.9% in 3Q 2023). 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 3% per year, which means it has not declined as severely as earnings.お知らせ • Jan 25Cawachi Limited Provides Dividend Guidance for the Year Ending March 2024Cawachi Limited provided dividend guidance for the year ending March 2024. For the year, the company expects to pay dividend of ¥50.00 against ¥50.00 paid last year.お知らせ • Dec 27Cawachi Limited to Report Q3, 2024 Results on Jan 25, 2024Cawachi Limited announced that they will report Q3, 2024 results on Jan 25, 2024Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: JP¥77.64 (vs JP¥73.12 in 2Q 2023)Second quarter 2024 results: EPS: JP¥77.64 (up from JP¥73.12 in 2Q 2023). Revenue: JP¥75.4b (up 2.2% from 2Q 2023). Net income: JP¥1.73b (up 6.2% from 2Q 2023). Profit margin: 2.3% (up from 2.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Sep 27Cawachi Limited to Report Q2, 2024 Results on Oct 26, 2023Cawachi Limited announced that they will report Q2, 2024 results on Oct 26, 2023お知らせ • Jul 27+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for the Six Months Ending September 2023 and Full Year Ending March 2024Cawachi Limited provided consolidated earnings guidance for the six months ending September 2023 and full year ending March 2024. For the six months, the company expects net sales of ¥146,100 million, operating profit of ¥3,700 million, Profit attributable to owners of parent of ¥2,550 million and Basic earnings per share of ¥114.17.For the year, the company expects net sales of ¥286,500 million, operating profit of ¥6,000 million, Profit attributable to owners of parent of ¥4,200 million and Basic earnings per share of ¥188.05.Reported Earnings • Jul 27First quarter 2024 earnings released: EPS: JP¥58.79 (vs JP¥52.74 in 1Q 2023)First quarter 2024 results: EPS: JP¥58.79 (up from JP¥52.74 in 1Q 2023). Revenue: JP¥70.6b (up 2.5% from 1Q 2023). Net income: JP¥1.31b (up 12% from 1Q 2023). Profit margin: 1.9% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. 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 12% per year, which means it has not declined as severely as earnings.お知らせ • Jun 26Cawachi Limited to Report Q1, 2024 Results on Jul 26, 2023Cawachi Limited announced that they will report Q1, 2024 results on Jul 26, 2023Reported Earnings • Jun 18Full year 2023 earnings released: EPS: JP¥187 (vs JP¥216 in FY 2022)Full year 2023 results: EPS: JP¥187 (down from JP¥216 in FY 2022). Revenue: JP¥281.9b (flat on FY 2022). Net income: JP¥4.18b (down 14% from FY 2022). Profit margin: 1.5% (down from 1.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 6% per year.Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥187 (vs JP¥216 in FY 2022)Full year 2023 results: EPS: JP¥187 (down from JP¥216 in FY 2022). Revenue: JP¥281.9b (flat on FY 2022). Net income: JP¥4.18b (down 14% from FY 2022). Profit margin: 1.5% (down from 1.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% 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.Upcoming Dividend • Mar 07Upcoming dividend of JP¥50.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 14 March 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).お知らせ • Jan 28+ 1 more updateCawachi Limited Provides Dividend Guidance for the Year Ending of March 31, 2023Cawachi Limited provided dividend guidance for the year ending of March 31, 2023. For the quarter the company expects to pay the dividend of JPY 50.00 per share against JPY 50.00 a year ago.Reported Earnings • Jan 27Third quarter 2023 earnings released: EPS: JP¥58.03 (vs JP¥61.73 in 3Q 2022)Third quarter 2023 results: EPS: JP¥58.03 (down from JP¥61.73 in 3Q 2022). Revenue: JP¥69.9b (up 4.2% from 3Q 2022). Net income: JP¥1.30b (down 6.0% from 3Q 2022). Profit margin: 1.9% (down from 2.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.お知らせ • Dec 26Cawachi Limited to Report Q3, 2023 Results on Jan 26, 2023Cawachi Limited announced that they will report Q3, 2023 results on Jan 26, 2023Board 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. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hiromichi Okuyama 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 • Oct 27Second quarter 2023 earnings released: EPS: JP¥73.12 (vs JP¥84.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥73.12 (down from JP¥84.76 in 2Q 2022). Revenue: JP¥73.7b (flat on 2Q 2022). Net income: JP¥1.63b (down 14% from 2Q 2022). Profit margin: 2.2% (down from 2.6% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Oct 26+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for Year Ending March 2023Cawachi Limited provided consolidated earnings guidance for year ending March 2023. For the period, the company expected net sales of JPY 280,000 million, operating profit of JPY 7,000 million, profit attributable to owners of parent of JPY 4,600 million, Basic earnings per share of JPY 205.96 per basic share.お知らせ • Sep 29Cawachi Limited to Report Q2, 2023 Results on Oct 26, 2022Cawachi Limited announced that they will report Q2, 2023 results on Oct 26, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥52.74 (vs JP¥61.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥52.74 (down from JP¥61.14 in 1Q 2022). Revenue: JP¥68.8b (down 2.0% from 1Q 2022). Net income: JP¥1.18b (down 14% from 1Q 2022). Profit margin: 1.7% (down from 1.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% 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 28+ 1 more updateCawachi Limited Provides Dividend Guidance for the Year Ending March 15, 2023Cawachi Limited provided dividend guidance for the year ending March 15, 2023. For the year, the company expects dividend of JPY 50.00 per share against JPY 50.00 per paid for the same period a year ago.Reported Earnings • Jun 19Full year 2022 earnings released: EPS: JP¥216 (vs JP¥319 in FY 2021)Full year 2022 results: EPS: JP¥216 (down from JP¥319 in FY 2021). Revenue: JP¥279.5b (down 1.8% from FY 2021). Net income: JP¥4.83b (down 32% from FY 2021). Profit margin: 1.7% (down from 2.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • May 21+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for the First Half of Fiscal Year Ending March 15, 2023Cawachi Limited provided consolidated earnings guidance for the first half of fiscal year ending March 15, 2023. For the period, the company expects net sales of JPY 145,000 million, operating profit of JPY 4,800 million, profit attributable to owners of parent of JPY 3,300 million and earnings per share of JPY 147.84.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥216 (vs JP¥319 in FY 2021)Full year 2022 results: EPS: JP¥216 (down from JP¥319 in FY 2021). Revenue: JP¥279.5b (down 1.8% from FY 2021). Net income: JP¥4.83b (down 32% from FY 2021). Profit margin: 1.7% (down from 2.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 28+ 1 more updateCawachi Limited Provides Dividend Guidance for the Full Year Ending March 15, 2023Cawachi Limited provided dividend guidance for the full year ending March 15, 2023. For the quarter, the company expected dividend of JPY 50 per share compared to JPY 50 per share a year ago.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. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hiromichi Okuyama 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 • Apr 07Cawachi Limited to Report Fiscal Year 2022 Results on Apr 27, 2022Cawachi Limited announced that they will report fiscal year 2022 results on Apr 27, 2022Upcoming Dividend • Mar 07Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 11 June 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).お知らせ • Jan 28+ 1 more updateCawachi Limited Provides Dividend Guidance for the Full Year Ending March 15, 2022Cawachi Limited provided dividend guidance for the full year ending March 15, 2022. For the quarter, the company expected dividend of JPY 50 per share compared to JPY 50 per share a year ago.Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥61.73 (down from JP¥73.47 in 3Q 2021). Revenue: JP¥67.1b (flat on 3Q 2021). Net income: JP¥1.38b (down 16% from 3Q 2021). Profit margin: 2.1% (down from 2.4% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥84.76 (vs JP¥110 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥74.2b (flat on 2Q 2021). Net income: JP¥1.89b (down 23% from 2Q 2021). Profit margin: 2.6% (down from 3.3% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 29First quarter 2022 earnings released: EPS JP¥61.14 (vs JP¥96.87 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥70.2b (down 4.8% from 1Q 2021). Net income: JP¥1.36b (down 37% from 1Q 2021). Profit margin: 1.9% (down from 2.9% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Apr 28Full year 2021 earnings released: EPS JP¥319 (vs JP¥170 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥284.5b (up 5.2% from FY 2020). Net income: JP¥7.11b (up 86% from FY 2020). Profit margin: 2.5% (up from 1.4% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 27+ 2 more updatesCawachi Limited Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 2022Cawachi Limited provided consolidated earnings guidance for the fiscal year ending March 2022. For the year, the company forecasts net sales of JPY 282,000 million, operating profit of JPY 7,500 million, profit attributable to owners of parent of JPY 5,500 million and basic earnings per share of JPY 246.59.Upcoming Dividend • Mar 05Upcoming Dividend of JP¥50.00 Per ShareWill be paid on the 12th of June to those who are registered shareholders by the 12th of March. The trailing yield of 1.8% is below the top quartile of Japanese dividend payers (2.9%), but it is higher than industry peers (1.5%).Is New 90 Day High Low • Feb 24New 90-day low: JP¥2,892The company is down 7.0% from its price of JP¥3,120 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 4.0% over the same period.Reported Earnings • Jan 23Third quarter 2021 earnings released: EPS JP¥73.47The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥67.5b (up 3.3% from 3Q 2020). Net income: JP¥1.64b (up 81% from 3Q 2020). Profit margin: 2.4% (up from 1.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% 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 • Dec 27Cawachi Limited to Report Q3, 2021 Results on Jan 22, 2021Cawachi Limited announced that they will report Q3, 2021 results on Jan 22, 2021お知らせ • Oct 01Cawachi Limited to Report Q2, 2021 Results on Oct 23, 2020Cawachi Limited announced that they will report Q2, 2021 results on Oct 23, 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、Cawachi 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:2664 - 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3/15/2026284,4923,2004,5428,865N/A12/15/2025285,8074,363N/AN/AN/A9/15/2025285,7974,6265,1019,426N/A6/15/2025287,5054,749N/AN/AN/A3/15/2025287,8164,8843,2217,481N/A12/15/2024287,1254,393N/AN/AN/A9/15/2024287,4024,381-2,9852,132N/A6/15/2024286,7324,580N/AN/AN/A3/15/2024285,9604,7131,0236,402N/A12/15/2023285,2274,376N/AN/AN/A9/15/2023285,2464,4134,68210,560N/A6/15/2023283,6014,312N/AN/AN/A3/15/2023281,8714,1774,1109,817N/A12/15/2022280,4384,303N/AN/AN/A9/15/2022277,6374,3853,2148,059N/A6/15/2022278,0804,644N/AN/AN/A3/15/2022279,4624,8302,3696,868N/A12/15/2021279,9125,493N/AN/AN/A9/15/2021280,3275,7545,3579,470N/A6/15/2021280,9516,313N/AN/AN/A3/15/2021284,4927,10912,08515,267N/A12/15/2020284,5387,148N/AN/AN/A9/15/2020282,3846,41313,25316,068N/A6/15/2020279,1335,296N/AN/AN/A3/15/2020270,3133,8228,44112,159N/A12/15/2019266,2952,028N/AN/AN/A9/15/2019264,3432,005N/A9,702N/A6/15/2019263,3371,997N/AN/AN/A3/15/2019264,9262,016N/A6,684N/A12/15/2018266,0323,574N/AN/AN/A9/15/2018267,3633,374N/A5,777N/A6/15/2018268,0373,413N/AN/AN/A3/15/2018268,2053,869N/A8,600N/A12/15/2017268,3663,334N/AN/AN/A9/15/2017268,0073,645N/A9,850N/A6/15/2017267,0783,641N/AN/AN/A3/15/2017266,4233,510N/A8,835N/A12/15/2016264,8462,863N/AN/AN/A9/15/2016263,2512,579N/A10,374N/A6/15/2016261,8992,092N/AN/AN/A3/15/2016260,6241,975N/A11,089N/A12/15/2015258,3402,717N/AN/AN/A9/15/2015256,6142,986N/A8,369N/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: 2664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: 2664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: 2664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: 2664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: 2664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: 2664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-retailing 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2026/06/25 15:16終値2026/06/25 00:00収益2026/03/15年間収益2026/03/15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Cawachi Limited 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。6 アナリスト機関Hidehiko AokiBofA Global ResearchMayumi OginoCitigroup IncDaisuke MatsumotoDaiwa Securities Co. Ltd.3 その他のアナリストを表示
お知らせ • Jul 27+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for the Six Months Ending September 2023 and Full Year Ending March 2024Cawachi Limited provided consolidated earnings guidance for the six months ending September 2023 and full year ending March 2024. For the six months, the company expects net sales of ¥146,100 million, operating profit of ¥3,700 million, Profit attributable to owners of parent of ¥2,550 million and Basic earnings per share of ¥114.17.For the year, the company expects net sales of ¥286,500 million, operating profit of ¥6,000 million, Profit attributable to owners of parent of ¥4,200 million and Basic earnings per share of ¥188.05.
お知らせ • Oct 26+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for Year Ending March 2023Cawachi Limited provided consolidated earnings guidance for year ending March 2023. For the period, the company expected net sales of JPY 280,000 million, operating profit of JPY 7,000 million, profit attributable to owners of parent of JPY 4,600 million, Basic earnings per share of JPY 205.96 per basic share.
お知らせ • May 21+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for the First Half of Fiscal Year Ending March 15, 2023Cawachi Limited provided consolidated earnings guidance for the first half of fiscal year ending March 15, 2023. For the period, the company expects net sales of JPY 145,000 million, operating profit of JPY 4,800 million, profit attributable to owners of parent of JPY 3,300 million and earnings per share of JPY 147.84.
お知らせ • Apr 27+ 2 more updatesCawachi Limited Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 2022Cawachi Limited provided consolidated earnings guidance for the fiscal year ending March 2022. For the year, the company forecasts net sales of JPY 282,000 million, operating profit of JPY 7,500 million, profit attributable to owners of parent of JPY 5,500 million and basic earnings per share of JPY 246.59.
Reported Earnings • Jun 14Full year 2026 earnings released: EPS: JP¥143 (vs JP¥219 in FY 2025)Full year 2026 results: EPS: JP¥143 (down from JP¥219 in FY 2025). Revenue: JP¥284.5b (down 1.2% from FY 2025). Net income: JP¥3.20b (down 35% from FY 2025). Profit margin: 1.1% (down from 1.7% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • May 27Kaname Capital Calls on Cawachi Limited ShareholdersOn May 26, 2026, Kaname Capital announced that it has released a 102-page investor white paper on Cawachi Limited and called on shareholders to vote for its proposals: i) the removal of President Kawachi Shinji and Outside Director Watanabe Rinji as Directors and ii) proposal for shortening the term of directors from two years to one — a change Cawachi itself has now conceded is necessary, and which we have left on the ballot so that shareholders have a clear, low-cost way to register their support for the direction of governance reform at the 59th Annual General Meeting on June 11, 2026. Kaname Capital stated that it had called on the resulting Board of Directors to establish an Independent Strategic Review Committee to evaluate all paths to value creation, including the viability of the current ownership structure. Kaname Capital has urged ISS, Glass Lewis, and all proxy advisory services to recommend for both proposals.
分析記事 • May 07Investors Can Find Comfort In Cawachi's (TSE:2664) Earnings QualityCawachi Limited's ( TSE:2664 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
Reported Earnings • Apr 29Full year 2026 earnings released: EPS: JP¥143 (vs JP¥219 in FY 2025)Full year 2026 results: EPS: JP¥143 (down from JP¥219 in FY 2025). Revenue: JP¥284.5b (down 1.2% from FY 2025). Net income: JP¥3.20b (down 35% from FY 2025). Profit margin: 1.1% (down from 1.7% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Apr 28Cawachi Limited, Annual General Meeting, Jun 11, 2026Cawachi Limited, Annual General Meeting, Jun 11, 2026.
お知らせ • Apr 21Cawachi Limited to Report Fiscal Year 2026 Results on Apr 28, 2026Cawachi Limited announced that they will report fiscal year 2026 results on Apr 28, 2026
Upcoming Dividend • Mar 05Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 12 March 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: JP¥45.13 (vs JP¥56.91 in 3Q 2025)Third quarter 2026 results: EPS: JP¥45.13 (down from JP¥56.91 in 3Q 2025). Revenue: JP¥69.6b (flat on 3Q 2025). Net income: JP¥1.01b (down 21% from 3Q 2025). Profit margin: 1.4% (down from 1.8% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 26Cawachi Limited to Report Q3, 2026 Results on Jan 27, 2026Cawachi Limited announced that they will report Q3, 2026 results on Jan 27, 2026
分析記事 • Nov 05Cawachi's (TSE:2664) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from Cawachi Limited ( TSE:2664 ) despite the...
Declared Dividend • Oct 31Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 12th March 2026 Payment date: 12th June 2026 Dividend yield will be 3.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (39% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.4% EPS decline seen over the last 5 years.
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥63.22 (vs JP¥68.73 in 2Q 2025)Second quarter 2026 results: EPS: JP¥63.22 (down from JP¥68.73 in 2Q 2025). Revenue: JP¥74.3b (down 2.2% from 2Q 2025). Net income: JP¥1.41b (down 8.0% from 2Q 2025). Profit margin: 1.9% (down from 2.0% 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 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Oct 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.6% to JP¥2,928. The fair value is estimated to be JP¥2,437, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.4%.
お知らせ • Sep 26Cawachi Limited to Report Q2, 2026 Results on Oct 29, 2025Cawachi Limited announced that they will report Q2, 2026 results on Oct 29, 2025
Buy Or Sell Opportunity • Sep 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.0% to JP¥2,877. The fair value is estimated to be JP¥2,393, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Reported Earnings • Jul 25First quarter 2026 earnings released: EPS: JP¥46.79 (vs JP¥52.83 in 1Q 2025)First quarter 2026 results: EPS: JP¥46.79 (down from JP¥52.83 in 1Q 2025). Revenue: JP¥71.0b (flat on 1Q 2025). Net income: JP¥1.05b (down 11% from 1Q 2025). Profit margin: 1.5% (down from 1.7% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 27Cawachi Limited to Report Q1, 2026 Results on Jul 24, 2025Cawachi Limited announced that they will report Q1, 2026 results on Jul 24, 2025
分析記事 • May 03Cawachi's (TSE:2664) Earnings Offer More Than Meets The EyeThe market seemed underwhelmed by the solid earnings posted by Cawachi Limited ( TSE:2664 ) recently. Along with the...
Reported Earnings • Apr 25Full year 2025 earnings released: EPS: JP¥219 (vs JP¥211 in FY 2024)Full year 2025 results: EPS: JP¥219 (up from JP¥211 in FY 2024). Revenue: JP¥287.8b (flat on FY 2024). Net income: JP¥4.88b (up 3.6% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Apr 24Cawachi Limited, Annual General Meeting, Jun 11, 2025Cawachi Limited, Annual General Meeting, Jun 11, 2025.
お知らせ • Mar 26Cawachi Limited to Report Fiscal Year 2025 Results on Apr 24, 2025Cawachi Limited announced that they will report fiscal year 2025 results on Apr 24, 2025
Upcoming Dividend • Mar 06Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 13 March 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).
Reported Earnings • Jan 24Third quarter 2025 earnings released: EPS: JP¥56.91 (vs JP¥56.37 in 3Q 2024)Third quarter 2025 results: EPS: JP¥56.91 (up from JP¥56.37 in 3Q 2024). Revenue: JP¥69.6b (flat on 3Q 2024). Net income: JP¥1.27b (up 1.0% from 3Q 2024). Profit margin: 1.8% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Jan 03Cawachi (TSE:2664) Has Announced A Dividend Of ¥80.00Cawachi Limited ( TSE:2664 ) has announced that it will pay a dividend of ¥80.00 per share on the 13th of June. This...
お知らせ • Jan 03Cawachi Limited to Report Q3, 2025 Results on Jan 23, 2025Cawachi Limited announced that they will report Q3, 2025 results on Jan 23, 2025
分析記事 • Dec 16Cawachi (TSE:2664) Is Paying Out A Dividend Of ¥80.00The board of Cawachi Limited ( TSE:2664 ) has announced that it will pay a dividend of ¥80.00 per share on the 13th of...
分析記事 • Nov 01Cawachi's (TSE:2664) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from Cawachi Limited ( TSE:2664 ) despite the...
分析記事 • Oct 28Cawachi (TSE:2664) Will Pay A Dividend Of ¥80.00The board of Cawachi Limited ( TSE:2664 ) has announced that it will pay a dividend on the 13th of June, with investors...
Declared Dividend • Oct 27Dividend of JP¥80.00 announcedDividend of JP¥80.00 is the same as last year. Ex-date: 13th March 2025 Payment date: 13th June 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but not covered by cash flows (175% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 26Second quarter 2025 earnings released: EPS: JP¥68.73 (vs JP¥77.64 in 2Q 2024)Second quarter 2025 results: EPS: JP¥68.73 (down from JP¥77.64 in 2Q 2024). Revenue: JP¥76.0b (flat on 2Q 2024). Net income: JP¥1.54b (down 12% from 2Q 2024). Profit margin: 2.0% (down from 2.3% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Sep 26Cawachi Limited to Report Q2, 2025 Results on Oct 25, 2024Cawachi Limited announced that they will report Q2, 2025 results on Oct 25, 2024
Reported Earnings • Jul 28First quarter 2025 earnings released: EPS: JP¥52.83 (vs JP¥58.79 in 1Q 2024)First quarter 2025 results: EPS: JP¥52.83 (down from JP¥58.79 in 1Q 2024). Revenue: JP¥71.3b (up 1.1% from 1Q 2024). Net income: JP¥1.18b (down 10% from 1Q 2024). Profit margin: 1.7% (down from 1.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Jun 27Cawachi Limited to Report Q1, 2025 Results on Jul 26, 2024Cawachi Limited announced that they will report Q1, 2025 results on Jul 26, 2024
Reported Earnings • Jun 16Full year 2024 earnings released: EPS: JP¥211 (vs JP¥187 in FY 2023)Full year 2024 results: EPS: JP¥211 (up from JP¥187 in FY 2023). Revenue: JP¥286.0b (up 1.5% from FY 2023). Net income: JP¥4.71b (up 13% from FY 2023). Profit margin: 1.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • May 18Cawachi Limited Provides Dividend Guidance for the Fiscal Year Ending March 15, 2025Cawachi Limited provides dividend guidance for the fiscal year ending March 15, 2025. For the period, the company expects dividend to be JPY 80.00 per share compared to JPY 80.00 per share a year ago.
分析記事 • May 03Cawachi's (TSE:2664) Earnings May Just Be The Starting PointCawachi Limited's ( TSE:2664 ) strong earnings report was rewarded with a positive stock price move. We have done some...
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥211 (vs JP¥187 in FY 2023)Full year 2024 results: EPS: JP¥211 (up from JP¥187 in FY 2023). Revenue: JP¥286.0b (up 1.5% from FY 2023). Net income: JP¥4.71b (up 13% from FY 2023). Profit margin: 1.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Apr 28Cawachi Limited, Annual General Meeting, Jun 12, 2024Cawachi Limited, Annual General Meeting, Jun 12, 2024.
お知らせ • Mar 27Cawachi Limited to Report Fiscal Year 2024 Results on Apr 26, 2024Cawachi Limited announced that they will report fiscal year 2024 results on Apr 26, 2024
Upcoming Dividend • Mar 07Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).
Reported Earnings • Jan 26Third quarter 2024 earnings released: EPS: JP¥56.37 (vs JP¥58.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥56.37 (down from JP¥58.03 in 3Q 2023). Revenue: JP¥69.9b (flat on 3Q 2023). Net income: JP¥1.26b (down 2.9% from 3Q 2023). Profit margin: 1.8% (down from 1.9% in 3Q 2023). 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 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 25Cawachi Limited Provides Dividend Guidance for the Year Ending March 2024Cawachi Limited provided dividend guidance for the year ending March 2024. For the year, the company expects to pay dividend of ¥50.00 against ¥50.00 paid last year.
お知らせ • Dec 27Cawachi Limited to Report Q3, 2024 Results on Jan 25, 2024Cawachi Limited announced that they will report Q3, 2024 results on Jan 25, 2024
Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: JP¥77.64 (vs JP¥73.12 in 2Q 2023)Second quarter 2024 results: EPS: JP¥77.64 (up from JP¥73.12 in 2Q 2023). Revenue: JP¥75.4b (up 2.2% from 2Q 2023). Net income: JP¥1.73b (up 6.2% from 2Q 2023). Profit margin: 2.3% (up from 2.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 27Cawachi Limited to Report Q2, 2024 Results on Oct 26, 2023Cawachi Limited announced that they will report Q2, 2024 results on Oct 26, 2023
お知らせ • Jul 27+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for the Six Months Ending September 2023 and Full Year Ending March 2024Cawachi Limited provided consolidated earnings guidance for the six months ending September 2023 and full year ending March 2024. For the six months, the company expects net sales of ¥146,100 million, operating profit of ¥3,700 million, Profit attributable to owners of parent of ¥2,550 million and Basic earnings per share of ¥114.17.For the year, the company expects net sales of ¥286,500 million, operating profit of ¥6,000 million, Profit attributable to owners of parent of ¥4,200 million and Basic earnings per share of ¥188.05.
Reported Earnings • Jul 27First quarter 2024 earnings released: EPS: JP¥58.79 (vs JP¥52.74 in 1Q 2023)First quarter 2024 results: EPS: JP¥58.79 (up from JP¥52.74 in 1Q 2023). Revenue: JP¥70.6b (up 2.5% from 1Q 2023). Net income: JP¥1.31b (up 12% from 1Q 2023). Profit margin: 1.9% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. 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 12% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 26Cawachi Limited to Report Q1, 2024 Results on Jul 26, 2023Cawachi Limited announced that they will report Q1, 2024 results on Jul 26, 2023
Reported Earnings • Jun 18Full year 2023 earnings released: EPS: JP¥187 (vs JP¥216 in FY 2022)Full year 2023 results: EPS: JP¥187 (down from JP¥216 in FY 2022). Revenue: JP¥281.9b (flat on FY 2022). Net income: JP¥4.18b (down 14% from FY 2022). Profit margin: 1.5% (down from 1.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 6% per year.
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥187 (vs JP¥216 in FY 2022)Full year 2023 results: EPS: JP¥187 (down from JP¥216 in FY 2022). Revenue: JP¥281.9b (flat on FY 2022). Net income: JP¥4.18b (down 14% from FY 2022). Profit margin: 1.5% (down from 1.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% 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.
Upcoming Dividend • Mar 07Upcoming dividend of JP¥50.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 14 March 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).
お知らせ • Jan 28+ 1 more updateCawachi Limited Provides Dividend Guidance for the Year Ending of March 31, 2023Cawachi Limited provided dividend guidance for the year ending of March 31, 2023. For the quarter the company expects to pay the dividend of JPY 50.00 per share against JPY 50.00 a year ago.
Reported Earnings • Jan 27Third quarter 2023 earnings released: EPS: JP¥58.03 (vs JP¥61.73 in 3Q 2022)Third quarter 2023 results: EPS: JP¥58.03 (down from JP¥61.73 in 3Q 2022). Revenue: JP¥69.9b (up 4.2% from 3Q 2022). Net income: JP¥1.30b (down 6.0% from 3Q 2022). Profit margin: 1.9% (down from 2.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Dec 26Cawachi Limited to Report Q3, 2023 Results on Jan 26, 2023Cawachi Limited announced that they will report Q3, 2023 results on Jan 26, 2023
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. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hiromichi Okuyama 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 • Oct 27Second quarter 2023 earnings released: EPS: JP¥73.12 (vs JP¥84.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥73.12 (down from JP¥84.76 in 2Q 2022). Revenue: JP¥73.7b (flat on 2Q 2022). Net income: JP¥1.63b (down 14% from 2Q 2022). Profit margin: 2.2% (down from 2.6% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Oct 26+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for Year Ending March 2023Cawachi Limited provided consolidated earnings guidance for year ending March 2023. For the period, the company expected net sales of JPY 280,000 million, operating profit of JPY 7,000 million, profit attributable to owners of parent of JPY 4,600 million, Basic earnings per share of JPY 205.96 per basic share.
お知らせ • Sep 29Cawachi Limited to Report Q2, 2023 Results on Oct 26, 2022Cawachi Limited announced that they will report Q2, 2023 results on Oct 26, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥52.74 (vs JP¥61.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥52.74 (down from JP¥61.14 in 1Q 2022). Revenue: JP¥68.8b (down 2.0% from 1Q 2022). Net income: JP¥1.18b (down 14% from 1Q 2022). Profit margin: 1.7% (down from 1.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 24% 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 28+ 1 more updateCawachi Limited Provides Dividend Guidance for the Year Ending March 15, 2023Cawachi Limited provided dividend guidance for the year ending March 15, 2023. For the year, the company expects dividend of JPY 50.00 per share against JPY 50.00 per paid for the same period a year ago.
Reported Earnings • Jun 19Full year 2022 earnings released: EPS: JP¥216 (vs JP¥319 in FY 2021)Full year 2022 results: EPS: JP¥216 (down from JP¥319 in FY 2021). Revenue: JP¥279.5b (down 1.8% from FY 2021). Net income: JP¥4.83b (down 32% from FY 2021). Profit margin: 1.7% (down from 2.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • May 21+ 1 more updateCawachi Limited Provides Consolidated Earnings Guidance for the First Half of Fiscal Year Ending March 15, 2023Cawachi Limited provided consolidated earnings guidance for the first half of fiscal year ending March 15, 2023. For the period, the company expects net sales of JPY 145,000 million, operating profit of JPY 4,800 million, profit attributable to owners of parent of JPY 3,300 million and earnings per share of JPY 147.84.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥216 (vs JP¥319 in FY 2021)Full year 2022 results: EPS: JP¥216 (down from JP¥319 in FY 2021). Revenue: JP¥279.5b (down 1.8% from FY 2021). Net income: JP¥4.83b (down 32% from FY 2021). Profit margin: 1.7% (down from 2.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 28+ 1 more updateCawachi Limited Provides Dividend Guidance for the Full Year Ending March 15, 2023Cawachi Limited provided dividend guidance for the full year ending March 15, 2023. For the quarter, the company expected dividend of JPY 50 per share compared to JPY 50 per share a year ago.
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. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hiromichi Okuyama 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 • Apr 07Cawachi Limited to Report Fiscal Year 2022 Results on Apr 27, 2022Cawachi Limited announced that they will report fiscal year 2022 results on Apr 27, 2022
Upcoming Dividend • Mar 07Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 11 June 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).
お知らせ • Jan 28+ 1 more updateCawachi Limited Provides Dividend Guidance for the Full Year Ending March 15, 2022Cawachi Limited provided dividend guidance for the full year ending March 15, 2022. For the quarter, the company expected dividend of JPY 50 per share compared to JPY 50 per share a year ago.
Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥61.73 (down from JP¥73.47 in 3Q 2021). Revenue: JP¥67.1b (flat on 3Q 2021). Net income: JP¥1.38b (down 16% from 3Q 2021). Profit margin: 2.1% (down from 2.4% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥84.76 (vs JP¥110 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥74.2b (flat on 2Q 2021). Net income: JP¥1.89b (down 23% from 2Q 2021). Profit margin: 2.6% (down from 3.3% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 29First quarter 2022 earnings released: EPS JP¥61.14 (vs JP¥96.87 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥70.2b (down 4.8% from 1Q 2021). Net income: JP¥1.36b (down 37% from 1Q 2021). Profit margin: 1.9% (down from 2.9% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Apr 28Full year 2021 earnings released: EPS JP¥319 (vs JP¥170 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥284.5b (up 5.2% from FY 2020). Net income: JP¥7.11b (up 86% from FY 2020). Profit margin: 2.5% (up from 1.4% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 27+ 2 more updatesCawachi Limited Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 2022Cawachi Limited provided consolidated earnings guidance for the fiscal year ending March 2022. For the year, the company forecasts net sales of JPY 282,000 million, operating profit of JPY 7,500 million, profit attributable to owners of parent of JPY 5,500 million and basic earnings per share of JPY 246.59.
Upcoming Dividend • Mar 05Upcoming Dividend of JP¥50.00 Per ShareWill be paid on the 12th of June to those who are registered shareholders by the 12th of March. The trailing yield of 1.8% is below the top quartile of Japanese dividend payers (2.9%), but it is higher than industry peers (1.5%).
Is New 90 Day High Low • Feb 24New 90-day low: JP¥2,892The company is down 7.0% from its price of JP¥3,120 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 4.0% over the same period.
Reported Earnings • Jan 23Third quarter 2021 earnings released: EPS JP¥73.47The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥67.5b (up 3.3% from 3Q 2020). Net income: JP¥1.64b (up 81% from 3Q 2020). Profit margin: 2.4% (up from 1.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% 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 • Dec 27Cawachi Limited to Report Q3, 2021 Results on Jan 22, 2021Cawachi Limited announced that they will report Q3, 2021 results on Jan 22, 2021
お知らせ • Oct 01Cawachi Limited to Report Q2, 2021 Results on Oct 23, 2020Cawachi Limited announced that they will report Q2, 2021 results on Oct 23, 2020