View ValuationS.IshimitsuLtd 将来の成長Future 基準チェック /06現在、 S.IshimitsuLtd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7.8%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 • Feb 14+ 1 more updateS.Ishimitsu & Co.,Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026S.Ishimitsu & Co.,Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 76,784 million, operating profit of JPY 2,395 million, profit attributable to owners of parent of JPY 1,323 million and Profit per share of JPY 170.26.すべての更新を表示Recent updatesお知らせ • Jun 01S.Ishimitsu & Co.,Ltd. to Report Q1, 2027 Results on Aug 14, 2026S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥163 (vs JP¥114 in FY 2025)Full year 2026 results: EPS: JP¥163 (up from JP¥114 in FY 2025). Revenue: JP¥76.5b (up 18% from FY 2025). Net income: JP¥1.26b (up 42% from FY 2025). Profit margin: 1.7% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.お知らせ • May 14S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2026S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2026.Buy Or Sell Opportunity • Apr 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to JP¥1,315. The fair value is estimated to be JP¥1,094, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 19%.Buy Or Sell Opportunity • Mar 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to JP¥1,315. The fair value is estimated to be JP¥1,094, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 19%.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 04 June 2026. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥64.57 (vs JP¥17.01 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.57 (up from JP¥17.01 in 3Q 2025). Revenue: JP¥21.0b (up 17% from 3Q 2025). Net income: JP¥502.0m (up 280% from 3Q 2025). Profit margin: 2.4% (up from 0.7% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 22% per year.分析記事 • Feb 15S.IshimitsuLtd's (TSE:2750) Shareholders Will Receive A Bigger Dividend Than Last YearS.Ishimitsu & Co.,Ltd.'s ( TSE:2750 ) dividend will be increasing from last year's payment of the same period to ¥38.00...お知らせ • Feb 14+ 1 more updateS.Ishimitsu & Co.,Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026S.Ishimitsu & Co.,Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 76,784 million, operating profit of JPY 2,395 million, profit attributable to owners of parent of JPY 1,323 million and Profit per share of JPY 170.26.分析記事 • Nov 30S.IshimitsuLtd's (TSE:2750) Dividend Will Be Increased To ¥38.00The board of S.Ishimitsu & Co.,Ltd. ( TSE:2750 ) has announced that it will be paying its dividend of ¥38.00 on the 4th...お知らせ • Nov 29S.Ishimitsu & Co.,Ltd. to Report Q3, 2026 Results on Feb 13, 2026S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Nov 25S.IshimitsuLtd's (TSE:2750) Solid Profits Have Weak FundamentalsInvestors were disappointed with S.Ishimitsu & Co.,Ltd.'s ( TSE:2750 ) earnings, despite the strong profit numbers. Our...Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥30.91 (vs JP¥17.14 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.91 (up from JP¥17.14 in 2Q 2025). Revenue: JP¥18.5b (up 19% from 2Q 2025). Net income: JP¥240.3m (up 81% from 2Q 2025). Profit margin: 1.3% (up from 0.9% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 16S.IshimitsuLtd's (TSE:2750) Upcoming Dividend Will Be Larger Than Last Year'sS.Ishimitsu & Co.,Ltd.'s ( TSE:2750 ) dividend will be increasing from last year's payment of the same period to ¥38.00...Declared Dividend • Nov 16Dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 30th March 2026 Payment date: 4th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (23% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 57% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Sep 02S.Ishimitsu & Co.,Ltd. to Report Q2, 2026 Results on Nov 14, 2025S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025Board Change • Aug 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Makoto Ozawa was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,475, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 150% over the past three years.New Risk • Aug 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.1% average weekly change). Market cap is less than US$100m (JP¥10.6b market cap, or US$72.2m).Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥48.32 (vs JP¥30.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.32 (up from JP¥30.33 in 1Q 2025). Revenue: JP¥18.3b (up 26% from 1Q 2025). Net income: JP¥375.0m (up 60% from 1Q 2025). Profit margin: 2.0% (up from 1.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥114 (vs JP¥136 in FY 2024)Full year 2025 results: EPS: JP¥114 (down from JP¥136 in FY 2024). Revenue: JP¥65.0b (up 4.7% from FY 2024). Net income: JP¥888.0m (down 15% from FY 2024). Profit margin: 1.4% (down from 1.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 20S.Ishimitsu & Co.,Ltd. (TSE:2750) Stock Rockets 26% But Many Are Still Ignoring The CompanyS.Ishimitsu & Co.,Ltd. ( TSE:2750 ) shareholders have had their patience rewarded with a 26% share price jump in the...Buy Or Sell Opportunity • Jun 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥1,100. The fair value is estimated to be JP¥901, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 11%.分析記事 • Jun 16Calculating The Intrinsic Value Of S.Ishimitsu & Co.,Ltd. (TSE:2750)Key Insights S.IshimitsuLtd's estimated fair value is JP¥901 based on Dividend Discount Model S.IshimitsuLtd's JP¥1,043...お知らせ • May 31S.Ishimitsu & Co.,Ltd. to Report Q1, 2026 Results on Aug 14, 2025S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2026 results on Aug 14, 2025分析記事 • May 21We Think S.IshimitsuLtd (TSE:2750) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥114 (vs JP¥136 in FY 2024)Full year 2025 results: EPS: JP¥114 (down from JP¥136 in FY 2024). Revenue: JP¥65.0b (up 4.7% from FY 2024). Net income: JP¥888.0m (down 15% from FY 2024). Profit margin: 1.4% (down from 1.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 25, 2025S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 25, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Mar 04S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2025 Results on May 15, 2025S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥17.01 (vs JP¥33.97 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.01 (down from JP¥33.97 in 3Q 2024). Revenue: JP¥18.0b (up 8.2% from 3Q 2024). Net income: JP¥132.0m (down 50% from 3Q 2024). Profit margin: 0.7% (down from 1.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 30S.Ishimitsu & Co.,Ltd. to Report Q3, 2025 Results on Feb 14, 2025S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Nov 25We Think S.IshimitsuLtd's (TSE:2750) Healthy Earnings Might Be ConservativeS.Ishimitsu & Co.,Ltd.'s ( TSE:2750 ) recent earnings report didn't offer any surprises, with the shares unchanged over...New Risk • Nov 25New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.3% operating cash flow to total debt). Minor Risk Market cap is less than US$100m (JP¥6.14b market cap, or US$39.6m).お知らせ • Aug 27S.Ishimitsu & Co.,Ltd. to Report Q2, 2025 Results on Nov 15, 2024S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2025 results on Nov 15, 2024New Risk • Aug 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Market cap is less than US$100m (JP¥6.23b market cap, or US$42.4m).分析記事 • Aug 06Does S.IshimitsuLtd (TSE:2750) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Jun 06S.Ishimitsu & Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024分析記事 • May 21Solid Earnings Reflect S.IshimitsuLtd's (TSE:2750) Strength As A BusinessInvestors were underwhelmed by the solid earnings posted by S.Ishimitsu & Co.,Ltd. ( TSE:2750 ) recently. We have done...New Risk • May 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥7.40b market cap, or US$48.1m).Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥136 (vs JP¥103 in FY 2023)Full year 2024 results: EPS: JP¥136 (up from JP¥103 in FY 2023). Revenue: JP¥62.0b (up 5.2% from FY 2023). Net income: JP¥1.05b (up 32% from FY 2023). Profit margin: 1.7% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2024S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).分析記事 • Mar 19The Market Lifts S.Ishimitsu & Co.,Ltd. (TSE:2750) Shares 25% But It Can Do MoreS.Ishimitsu & Co.,Ltd. ( TSE:2750 ) shares have continued their recent momentum with a 25% gain in the last month...お知らせ • Mar 02S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2024 Results on May 10, 2024S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2024 results on May 10, 2024分析記事 • Feb 29S.IshimitsuLtd (TSE:2750) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥33.96 (vs JP¥29.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥33.96 (up from JP¥29.53 in 3Q 2023). Revenue: JP¥16.6b (up 2.7% from 3Q 2023). Net income: JP¥263.0m (up 15% from 3Q 2023). Profit margin: 1.6% (up from 1.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 26S.Ishimitsu & Co.,Ltd. to Report Q3, 2024 Results on Feb 09, 2024S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥50.49 (vs JP¥15.93 in 2Q 2023)Second quarter 2024 results: EPS: JP¥50.49 (up from JP¥15.93 in 2Q 2023). Revenue: JP¥16.0b (up 15% from 2Q 2023). Net income: JP¥391.0m (up 218% from 2Q 2023). Profit margin: 2.4% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.お知らせ • Aug 27S.Ishimitsu & Co.,Ltd. to Report Q2, 2024 Results on Nov 10, 2023S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023New Risk • Aug 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (JP¥5.68b market cap, or US$39.2m).Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥24.34 (vs JP¥57.85 in 1Q 2023)First quarter 2024 results: EPS: JP¥24.34 (down from JP¥57.85 in 1Q 2023). Revenue: JP¥14.8b (up 2.7% from 1Q 2023). Net income: JP¥188.0m (down 58% from 1Q 2023). Profit margin: 1.3% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. 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 24% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 03S.Ishimitsu & Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥103 (vs JP¥69.03 in FY 2022)Full year 2023 results: EPS: JP¥103 (up from JP¥69.03 in FY 2022). Revenue: JP¥59.0b (up 26% from FY 2022). Net income: JP¥792.0m (up 49% from FY 2022). Profit margin: 1.3% (up from 1.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • May 14S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2023S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.52 (vs JP¥21.15 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.52 (up from JP¥21.15 in 3Q 2022). Revenue: JP¥16.1b (up 25% from 3Q 2022). Net income: JP¥228.0m (up 40% from 3Q 2022). Profit margin: 1.4% (up from 1.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 27S.Ishimitsu & Co.,Ltd. to Report Q3, 2023 Results on Feb 10, 2023S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥15.93 (vs JP¥24.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥15.93 (down from JP¥24.01 in 2Q 2022). Revenue: JP¥13.9b (up 25% from 2Q 2022). Net income: JP¥123.0m (down 34% from 2Q 2022). Profit margin: 0.9% (down from 1.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo 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. 1 independent director (5 non-independent directors). Independent Outside Director Tadashi Kondo was the last independent 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: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥669, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 73% over the past three years.お知らせ • Aug 31S.Ishimitsu & Co.,Ltd. to Report Q2, 2023 Results on Nov 11, 2022S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥57.85 (vs JP¥27.76 in 1Q 2022)First quarter 2023 results: EPS: JP¥57.85 (up from JP¥27.76 in 1Q 2022). Revenue: JP¥14.4b (up 33% from 1Q 2022). Net income: JP¥446.0m (up 108% from 1Q 2022). Profit margin: 3.1% (up from 2.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • May 29S.Ishimitsu & Co.,Ltd. to Report Q1, 2023 Results on Aug 12, 2022S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥69.02 (vs JP¥60.85 in FY 2021)Full year 2022 results: EPS: JP¥69.02 (up from JP¥60.85 in FY 2021). Revenue: JP¥46.7b (up 15% from FY 2021). Net income: JP¥532.0m (up 13% from FY 2021). Profit margin: 1.1% (down from 1.2% in FY 2021). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 15S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2022S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Outside Director Tadashi Kondo was the last independent 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: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2022 Results on May 13, 2022S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥21.14 (down from JP¥26.34 in 3Q 2021). Revenue: JP¥12.9b (up 8.7% from 3Q 2021). Net income: JP¥163.0m (down 20% from 3Q 2021). Profit margin: 1.3% (down from 1.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥24.00 (vs JP¥13.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥11.1b (up 11% from 2Q 2021). Net income: JP¥185.0m (up 81% from 2Q 2021). Profit margin: 1.7% (up from 1.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 22First quarter 2022 earnings released: EPS JP¥27.76 (vs JP¥4.67 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥10.8b (up 33% from 1Q 2021). Net income: JP¥214.0m (up 494% from 1Q 2021). Profit margin: 2.0% (up from 0.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% 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.Reported Earnings • May 19Full year 2021 earnings released: EPS JP¥60.85 (vs JP¥12.84 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥40.5b (up 6.1% from FY 2020). Net income: JP¥469.0m (up 374% from FY 2020). Profit margin: 1.2% (up from 0.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% 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.分析記事 • Apr 20S.IshimitsuLtd (TYO:2750) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 12 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.4%).Is New 90 Day High Low • Mar 08New 90-day high: JP¥461The company is up 15% from its price of JP¥402 on 08 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 3.0% over the same period.分析記事 • Mar 06Is S.IshimitsuLtd (TYO:2750) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...お知らせ • Mar 04S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2021 Results on May 14, 2021S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2021 results on May 14, 2021Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥26.34 (vs JP¥19.33 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥11.9b (up 9.7% from 3Q 2020). Net income: JP¥203.0m (up 36% from 3Q 2020). Profit margin: 1.7% (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 fallen by 37% 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.分析記事 • Feb 07Is S.Ishimitsu & Co.,Ltd. (TYO:2750) A Good Fit For Your Dividend Portfolio?Today we'll take a closer look at S.Ishimitsu & Co.,Ltd. ( TYO:2750 ) from a dividend investor's perspective. Owning a...分析記事 • Jan 10Here’s What’s Happening With Returns At S.IshimitsuLtd (TYO:2750)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...分析記事 • Dec 20Does S.IshimitsuLtd's (TYO:2750) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...Is New 90 Day High Low • Nov 30New 90-day high: JP¥452The company is up 20% from its price of JP¥376 on 01 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period.分析記事 • Nov 29Here's Why S.IshimitsuLtd (TYO:2750) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Nov 16Second quarter 2021 earnings released: EPS JP¥13.23The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥10.1b (up 7.7% from 2Q 2020). Net income: JP¥102.0m (up 240% from 2Q 2020). Profit margin: 1.0% (up from 0.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 05New 90-day high: JP¥404The company is up 5.0% from its price of JP¥384 on 07 July 2020. The Japanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period.お知らせ • Sep 03S.Ishimitsu & Co.,Ltd. to Report Q2, 2021 Results on Nov 13, 2020S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2021 results on Nov 13, 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、S.IshimitsuLtd 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:2750 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202676,5271,2632,1562,457N/A12/31/202574,6291,506N/AN/AN/A9/30/202571,6161,136-3,627-2,417N/A6/30/202568,6961,028N/AN/AN/A3/31/202564,953888-2,174-1,029N/A12/31/202462,762707N/AN/AN/A9/30/202461,399838577866N/A6/30/202461,8131,096N/AN/AN/A3/31/202462,0251,0493,4003,811N/A12/31/202361,835837N/AN/AN/A9/30/202361,3948022,4682,892N/A6/30/202359,363534N/AN/AN/A3/31/202358,972792-2,116-1,290N/A12/31/202256,345767N/AN/AN/A9/30/202253,136702-4,253-3,333N/A6/30/202250,343764N/AN/AN/A3/31/202246,729532-1,351-731N/A12/31/202145,338690N/AN/AN/A9/30/202144,3077309241,493N/A6/30/202143,216647N/AN/AN/A3/31/202140,5124691,9682,259N/A12/31/202038,743233N/AN/AN/A9/30/202037,6941791,3941,672N/A6/30/202036,979107N/AN/AN/A3/31/202038,17999-466254N/A12/31/201938,180253N/AN/AN/A9/30/201938,083319N/A297N/A6/30/201938,222368N/AN/AN/A3/31/201938,549413N/A1,385N/A12/31/201838,451422N/AN/AN/A9/30/201838,850454N/A1,112N/A6/30/201838,806528N/AN/AN/A3/31/201838,545436N/A348N/A12/31/201738,746410N/AN/AN/A9/30/201738,169444N/A-225N/A6/30/201737,981161N/AN/AN/A3/31/201738,094197N/A81N/A12/31/201638,382242N/AN/AN/A9/30/201638,796122N/A1,269N/A6/30/201639,577324N/AN/AN/A3/31/201639,592382N/A846N/A12/31/201539,230309N/AN/AN/A9/30/201538,107207N/A35N/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: 2750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: 2750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: 2750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: 2750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: 2750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: 2750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2026/07/17 10:01終値2026/07/17 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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S.Ishimitsu & Co.,Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • Feb 14+ 1 more updateS.Ishimitsu & Co.,Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026S.Ishimitsu & Co.,Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 76,784 million, operating profit of JPY 2,395 million, profit attributable to owners of parent of JPY 1,323 million and Profit per share of JPY 170.26.
お知らせ • Jun 01S.Ishimitsu & Co.,Ltd. to Report Q1, 2027 Results on Aug 14, 2026S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥163 (vs JP¥114 in FY 2025)Full year 2026 results: EPS: JP¥163 (up from JP¥114 in FY 2025). Revenue: JP¥76.5b (up 18% from FY 2025). Net income: JP¥1.26b (up 42% from FY 2025). Profit margin: 1.7% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.
お知らせ • May 14S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2026S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2026.
Buy Or Sell Opportunity • Apr 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to JP¥1,315. The fair value is estimated to be JP¥1,094, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 19%.
Buy Or Sell Opportunity • Mar 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to JP¥1,315. The fair value is estimated to be JP¥1,094, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 19%.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 04 June 2026. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥64.57 (vs JP¥17.01 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.57 (up from JP¥17.01 in 3Q 2025). Revenue: JP¥21.0b (up 17% from 3Q 2025). Net income: JP¥502.0m (up 280% from 3Q 2025). Profit margin: 2.4% (up from 0.7% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 22% per year.
分析記事 • Feb 15S.IshimitsuLtd's (TSE:2750) Shareholders Will Receive A Bigger Dividend Than Last YearS.Ishimitsu & Co.,Ltd.'s ( TSE:2750 ) dividend will be increasing from last year's payment of the same period to ¥38.00...
お知らせ • Feb 14+ 1 more updateS.Ishimitsu & Co.,Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026S.Ishimitsu & Co.,Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 76,784 million, operating profit of JPY 2,395 million, profit attributable to owners of parent of JPY 1,323 million and Profit per share of JPY 170.26.
分析記事 • Nov 30S.IshimitsuLtd's (TSE:2750) Dividend Will Be Increased To ¥38.00The board of S.Ishimitsu & Co.,Ltd. ( TSE:2750 ) has announced that it will be paying its dividend of ¥38.00 on the 4th...
お知らせ • Nov 29S.Ishimitsu & Co.,Ltd. to Report Q3, 2026 Results on Feb 13, 2026S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Nov 25S.IshimitsuLtd's (TSE:2750) Solid Profits Have Weak FundamentalsInvestors were disappointed with S.Ishimitsu & Co.,Ltd.'s ( TSE:2750 ) earnings, despite the strong profit numbers. Our...
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥30.91 (vs JP¥17.14 in 2Q 2025)Second quarter 2026 results: EPS: JP¥30.91 (up from JP¥17.14 in 2Q 2025). Revenue: JP¥18.5b (up 19% from 2Q 2025). Net income: JP¥240.3m (up 81% from 2Q 2025). Profit margin: 1.3% (up from 0.9% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 16S.IshimitsuLtd's (TSE:2750) Upcoming Dividend Will Be Larger Than Last Year'sS.Ishimitsu & Co.,Ltd.'s ( TSE:2750 ) dividend will be increasing from last year's payment of the same period to ¥38.00...
Declared Dividend • Nov 16Dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 30th March 2026 Payment date: 4th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (23% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 57% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 02S.Ishimitsu & Co.,Ltd. to Report Q2, 2026 Results on Nov 14, 2025S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
Board Change • Aug 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Makoto Ozawa was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,475, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 150% over the past three years.
New Risk • Aug 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.1% average weekly change). Market cap is less than US$100m (JP¥10.6b market cap, or US$72.2m).
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: JP¥48.32 (vs JP¥30.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.32 (up from JP¥30.33 in 1Q 2025). Revenue: JP¥18.3b (up 26% from 1Q 2025). Net income: JP¥375.0m (up 60% from 1Q 2025). Profit margin: 2.0% (up from 1.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥114 (vs JP¥136 in FY 2024)Full year 2025 results: EPS: JP¥114 (down from JP¥136 in FY 2024). Revenue: JP¥65.0b (up 4.7% from FY 2024). Net income: JP¥888.0m (down 15% from FY 2024). Profit margin: 1.4% (down from 1.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 20S.Ishimitsu & Co.,Ltd. (TSE:2750) Stock Rockets 26% But Many Are Still Ignoring The CompanyS.Ishimitsu & Co.,Ltd. ( TSE:2750 ) shareholders have had their patience rewarded with a 26% share price jump in the...
Buy Or Sell Opportunity • Jun 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥1,100. The fair value is estimated to be JP¥901, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 11%.
分析記事 • Jun 16Calculating The Intrinsic Value Of S.Ishimitsu & Co.,Ltd. (TSE:2750)Key Insights S.IshimitsuLtd's estimated fair value is JP¥901 based on Dividend Discount Model S.IshimitsuLtd's JP¥1,043...
お知らせ • May 31S.Ishimitsu & Co.,Ltd. to Report Q1, 2026 Results on Aug 14, 2025S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2026 results on Aug 14, 2025
分析記事 • May 21We Think S.IshimitsuLtd (TSE:2750) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥114 (vs JP¥136 in FY 2024)Full year 2025 results: EPS: JP¥114 (down from JP¥136 in FY 2024). Revenue: JP¥65.0b (up 4.7% from FY 2024). Net income: JP¥888.0m (down 15% from FY 2024). Profit margin: 1.4% (down from 1.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 25, 2025S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 25, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Mar 04S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2025 Results on May 15, 2025S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥17.01 (vs JP¥33.97 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.01 (down from JP¥33.97 in 3Q 2024). Revenue: JP¥18.0b (up 8.2% from 3Q 2024). Net income: JP¥132.0m (down 50% from 3Q 2024). Profit margin: 0.7% (down from 1.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 30S.Ishimitsu & Co.,Ltd. to Report Q3, 2025 Results on Feb 14, 2025S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Nov 25We Think S.IshimitsuLtd's (TSE:2750) Healthy Earnings Might Be ConservativeS.Ishimitsu & Co.,Ltd.'s ( TSE:2750 ) recent earnings report didn't offer any surprises, with the shares unchanged over...
New Risk • Nov 25New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.3% operating cash flow to total debt). Minor Risk Market cap is less than US$100m (JP¥6.14b market cap, or US$39.6m).
お知らせ • Aug 27S.Ishimitsu & Co.,Ltd. to Report Q2, 2025 Results on Nov 15, 2024S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2025 results on Nov 15, 2024
New Risk • Aug 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Market cap is less than US$100m (JP¥6.23b market cap, or US$42.4m).
分析記事 • Aug 06Does S.IshimitsuLtd (TSE:2750) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Jun 06S.Ishimitsu & Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
分析記事 • May 21Solid Earnings Reflect S.IshimitsuLtd's (TSE:2750) Strength As A BusinessInvestors were underwhelmed by the solid earnings posted by S.Ishimitsu & Co.,Ltd. ( TSE:2750 ) recently. We have done...
New Risk • May 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥7.40b market cap, or US$48.1m).
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥136 (vs JP¥103 in FY 2023)Full year 2024 results: EPS: JP¥136 (up from JP¥103 in FY 2023). Revenue: JP¥62.0b (up 5.2% from FY 2023). Net income: JP¥1.05b (up 32% from FY 2023). Profit margin: 1.7% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2024S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).
分析記事 • Mar 19The Market Lifts S.Ishimitsu & Co.,Ltd. (TSE:2750) Shares 25% But It Can Do MoreS.Ishimitsu & Co.,Ltd. ( TSE:2750 ) shares have continued their recent momentum with a 25% gain in the last month...
お知らせ • Mar 02S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2024 Results on May 10, 2024S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
分析記事 • Feb 29S.IshimitsuLtd (TSE:2750) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥33.96 (vs JP¥29.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥33.96 (up from JP¥29.53 in 3Q 2023). Revenue: JP¥16.6b (up 2.7% from 3Q 2023). Net income: JP¥263.0m (up 15% from 3Q 2023). Profit margin: 1.6% (up from 1.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 26S.Ishimitsu & Co.,Ltd. to Report Q3, 2024 Results on Feb 09, 2024S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥50.49 (vs JP¥15.93 in 2Q 2023)Second quarter 2024 results: EPS: JP¥50.49 (up from JP¥15.93 in 2Q 2023). Revenue: JP¥16.0b (up 15% from 2Q 2023). Net income: JP¥391.0m (up 218% from 2Q 2023). Profit margin: 2.4% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Aug 27S.Ishimitsu & Co.,Ltd. to Report Q2, 2024 Results on Nov 10, 2023S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
New Risk • Aug 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (JP¥5.68b market cap, or US$39.2m).
Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥24.34 (vs JP¥57.85 in 1Q 2023)First quarter 2024 results: EPS: JP¥24.34 (down from JP¥57.85 in 1Q 2023). Revenue: JP¥14.8b (up 2.7% from 1Q 2023). Net income: JP¥188.0m (down 58% from 1Q 2023). Profit margin: 1.3% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. 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 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 03S.Ishimitsu & Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥103 (vs JP¥69.03 in FY 2022)Full year 2023 results: EPS: JP¥103 (up from JP¥69.03 in FY 2022). Revenue: JP¥59.0b (up 26% from FY 2022). Net income: JP¥792.0m (up 49% from FY 2022). Profit margin: 1.3% (up from 1.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2023S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.52 (vs JP¥21.15 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.52 (up from JP¥21.15 in 3Q 2022). Revenue: JP¥16.1b (up 25% from 3Q 2022). Net income: JP¥228.0m (up 40% from 3Q 2022). Profit margin: 1.4% (up from 1.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 27S.Ishimitsu & Co.,Ltd. to Report Q3, 2023 Results on Feb 10, 2023S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥15.93 (vs JP¥24.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥15.93 (down from JP¥24.01 in 2Q 2022). Revenue: JP¥13.9b (up 25% from 2Q 2022). Net income: JP¥123.0m (down 34% from 2Q 2022). Profit margin: 0.9% (down from 1.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo 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. 1 independent director (5 non-independent directors). Independent Outside Director Tadashi Kondo was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥669, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 73% over the past three years.
お知らせ • Aug 31S.Ishimitsu & Co.,Ltd. to Report Q2, 2023 Results on Nov 11, 2022S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥57.85 (vs JP¥27.76 in 1Q 2022)First quarter 2023 results: EPS: JP¥57.85 (up from JP¥27.76 in 1Q 2022). Revenue: JP¥14.4b (up 33% from 1Q 2022). Net income: JP¥446.0m (up 108% from 1Q 2022). Profit margin: 3.1% (up from 2.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • May 29S.Ishimitsu & Co.,Ltd. to Report Q1, 2023 Results on Aug 12, 2022S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥69.02 (vs JP¥60.85 in FY 2021)Full year 2022 results: EPS: JP¥69.02 (up from JP¥60.85 in FY 2021). Revenue: JP¥46.7b (up 15% from FY 2021). Net income: JP¥532.0m (up 13% from FY 2021). Profit margin: 1.1% (down from 1.2% in FY 2021). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2022S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Outside Director Tadashi Kondo was the last independent 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: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2022 Results on May 13, 2022S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥21.14 (down from JP¥26.34 in 3Q 2021). Revenue: JP¥12.9b (up 8.7% from 3Q 2021). Net income: JP¥163.0m (down 20% from 3Q 2021). Profit margin: 1.3% (down from 1.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥24.00 (vs JP¥13.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥11.1b (up 11% from 2Q 2021). Net income: JP¥185.0m (up 81% from 2Q 2021). Profit margin: 1.7% (up from 1.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 22First quarter 2022 earnings released: EPS JP¥27.76 (vs JP¥4.67 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥10.8b (up 33% from 1Q 2021). Net income: JP¥214.0m (up 494% from 1Q 2021). Profit margin: 2.0% (up from 0.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% 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.
Reported Earnings • May 19Full year 2021 earnings released: EPS JP¥60.85 (vs JP¥12.84 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥40.5b (up 6.1% from FY 2020). Net income: JP¥469.0m (up 374% from FY 2020). Profit margin: 1.2% (up from 0.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% 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.
分析記事 • Apr 20S.IshimitsuLtd (TYO:2750) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 12 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.4%).
Is New 90 Day High Low • Mar 08New 90-day high: JP¥461The company is up 15% from its price of JP¥402 on 08 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 3.0% over the same period.
分析記事 • Mar 06Is S.IshimitsuLtd (TYO:2750) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
お知らせ • Mar 04S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2021 Results on May 14, 2021S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥26.34 (vs JP¥19.33 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥11.9b (up 9.7% from 3Q 2020). Net income: JP¥203.0m (up 36% from 3Q 2020). Profit margin: 1.7% (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 fallen by 37% 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.
分析記事 • Feb 07Is S.Ishimitsu & Co.,Ltd. (TYO:2750) A Good Fit For Your Dividend Portfolio?Today we'll take a closer look at S.Ishimitsu & Co.,Ltd. ( TYO:2750 ) from a dividend investor's perspective. Owning a...
分析記事 • Jan 10Here’s What’s Happening With Returns At S.IshimitsuLtd (TYO:2750)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
分析記事 • Dec 20Does S.IshimitsuLtd's (TYO:2750) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...
Is New 90 Day High Low • Nov 30New 90-day high: JP¥452The company is up 20% from its price of JP¥376 on 01 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period.
分析記事 • Nov 29Here's Why S.IshimitsuLtd (TYO:2750) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Nov 16Second quarter 2021 earnings released: EPS JP¥13.23The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥10.1b (up 7.7% from 2Q 2020). Net income: JP¥102.0m (up 240% from 2Q 2020). Profit margin: 1.0% (up from 0.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 05New 90-day high: JP¥404The company is up 5.0% from its price of JP¥384 on 07 July 2020. The Japanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period.
お知らせ • Sep 03S.Ishimitsu & Co.,Ltd. to Report Q2, 2021 Results on Nov 13, 2020S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020