View Financial HealthM - mart 配当と自社株買い配当金 基準チェック /16M - mart配当を支払う会社であり、現在の利回りは2.08%です。主要情報2.1%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新Upcoming Dividend • Jan 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).Upcoming Dividend • Jan 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 24 April 2025. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.6%).Upcoming Dividend • Jan 23Inaugural dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 January 2024. Payment date: 25 April 2024. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.6%.Upcoming Dividend • Jan 23Inaugural dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 25 April 2023. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.4%.Upcoming Dividend • Jan 21Inaugural dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 26 April 2022. The company is not currently making a profit but it is cash flow positive. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.0%.すべての更新を表示Recent updatesReported Earnings • Jun 16First quarter 2027 earnings released: EPS: JP¥24.74 (vs JP¥19.94 in 1Q 2026)First quarter 2027 results: EPS: JP¥24.74 (up from JP¥19.94 in 1Q 2026). Revenue: JP¥376.0m (up 12% from 1Q 2026). Net income: JP¥121.0m (up 24% from 1Q 2026). Profit margin: 32% (up from 29% in 1Q 2026). 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 fallen by 10% per year, which means it is significantly lagging earnings.New Risk • Apr 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended July 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported July 2025 fiscal period end). Market cap is less than US$100m (JP¥5.82b market cap, or US$36.5m).Reported Earnings • Mar 19Full year 2026 earnings released: EPS: JP¥86.50 (vs JP¥70.55 in FY 2025)Full year 2026 results: EPS: JP¥86.50 (up from JP¥70.55 in FY 2025). Revenue: JP¥1.36b (up 5.3% from FY 2025). Net income: JP¥423.0m (up 23% from FY 2025). Profit margin: 31% (up from 27% in FY 2025). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Mar 17M - mart Inc., Annual General Meeting, Apr 23, 2026M - mart Inc., Annual General Meeting, Apr 23, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥22.08 (vs JP¥20.45 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.08 (up from JP¥20.45 in 3Q 2025). Revenue: JP¥335.0m (flat on 3Q 2025). Net income: JP¥108.0m (up 8.0% from 3Q 2025). Profit margin: 32% (up from 30% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 28M - mart Inc. to Report Q3, 2026 Results on Dec 15, 2025M - mart Inc. announced that they will report Q3, 2026 results on Dec 15, 2025Reported Earnings • Sep 17First half 2026 earnings released: EPS: JP¥39.87 (vs JP¥29.65 in 1H 2025)First half 2026 results: EPS: JP¥39.87 (up from JP¥29.65 in 1H 2025). Revenue: JP¥673.0m (up 8.0% from 1H 2025). Net income: JP¥195.0m (up 35% from 1H 2025). Profit margin: 29% (up from 23% in 1H 2025). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 10M - mart Inc. to Report Q2, 2026 Results on Sep 16, 2025M - mart Inc. announced that they will report Q2, 2026 results on Sep 16, 2025Buy Or Sell Opportunity • Jun 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥1,407. The fair value is estimated to be JP¥1,157, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 22%.分析記事 • May 07Market Participants Recognise M - mart Inc.'s (TSE:4380) Earnings Pushing Shares 27% HigherM - mart Inc. ( TSE:4380 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. But...お知らせ • May 03M - mart Inc. to Report Q1, 2026 Results on Jun 16, 2025M - mart Inc. announced that they will report Q1, 2026 results on Jun 16, 2025Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥967, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 6.9% over the past three years.Buy Or Sell Opportunity • Apr 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥996. The fair value is estimated to be JP¥1,293, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.New Risk • Apr 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended July 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported July 2024 fiscal period end). Market cap is less than US$100m (JP¥5.60b market cap, or US$38.1m).Reported Earnings • Mar 18Full year 2025 earnings released: EPS: JP¥70.55 (vs JP¥66.25 in FY 2024)Full year 2025 results: EPS: JP¥70.55 (up from JP¥66.25 in FY 2024). Revenue: JP¥1.29b (up 11% from FY 2024). Net income: JP¥345.0m (up 6.5% from FY 2024). Profit margin: 27% (down from 28% 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 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 17M - mart Inc., Annual General Meeting, Apr 24, 2025M - mart Inc., Annual General Meeting, Apr 24, 2025.Upcoming Dividend • Jan 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 24 April 2025. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.6%).お知らせ • Jan 03M - mart Inc. to Report Fiscal Year 2025 Results on Mar 17, 2025M - mart Inc. announced that they will report fiscal year 2025 results on Mar 17, 2025Reported Earnings • Dec 17Third quarter 2025 earnings released: EPS: JP¥18.81 (vs JP¥17.79 in 3Q 2024)Third quarter 2025 results: EPS: JP¥18.81 (up from JP¥17.79 in 3Q 2024). Revenue: JP¥326.0m (up 9.4% from 3Q 2024). Net income: JP¥92.0m (up 5.7% from 3Q 2024). Profit margin: 28% (down from 29% 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 24% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Dec 17Now 20% undervaluedOver the last 90 days, the stock has risen 4.2% to JP¥1,094. The fair value is estimated to be JP¥1,368, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.分析記事 • Dec 16Estimating The Intrinsic Value Of M - mart Inc. (TSE:4380)Key Insights Using the 2 Stage Free Cash Flow to Equity, M - mart fair value estimate is JP¥1,368 M - mart's JP¥1,199...Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,199, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 59% over the past three years.Buy Or Sell Opportunity • Oct 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to JP¥1,083. The fair value is estimated to be JP¥1,369, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.Buy Or Sell Opportunity • Sep 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥1,070. The fair value is estimated to be JP¥1,369, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.Reported Earnings • Sep 18Second quarter 2025 earnings released: EPS: JP¥14.93 (vs JP¥16.77 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.93 (down from JP¥16.77 in 2Q 2024). Revenue: JP¥313.0m (up 11% from 2Q 2024). Net income: JP¥73.0m (down 11% from 2Q 2024). Profit margin: 23% (down from 29% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 17We Ran A Stock Scan For Earnings Growth And M - mart (TSE:4380) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Aug 05M - mart Inc. (TSE:4380) Might Not Be As Mispriced As It Looks After Plunging 41%The M - mart Inc. ( TSE:4380 ) share price has fared very poorly over the last month, falling by a substantial 41...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.46b market cap, or US$24.3m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to JP¥708, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 31% over the past three years.分析記事 • Aug 02M - mart (TSE:4380) Is Achieving High Returns On Its CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Jun 17First quarter 2025 earnings released: EPS: JP¥14.72 (vs JP¥14.93 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.72 (down from JP¥14.93 in 1Q 2024). Revenue: JP¥310.0m (up 14% from 1Q 2024). Net income: JP¥72.0m (down 1.4% from 1Q 2024). Profit margin: 23% (down from 27% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% 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 • Apr 27+ 1 more updateM - mart Inc. to Report Q3, 2025 Results on Dec 16, 2024M - mart Inc. announced that they will report Q3, 2025 results on Dec 16, 2024お知らせ • Apr 05M - mart Inc. to Report Q1, 2025 Results on Jun 14, 2024M - mart Inc. announced that they will report Q1, 2025 results on Jun 14, 2024Reported Earnings • Mar 21Full year 2024 earnings released: EPS: JP¥66.25 (vs JP¥48.05 in FY 2023)Full year 2024 results: EPS: JP¥66.25 (up from JP¥48.05 in FY 2023). Revenue: JP¥1.17b (up 19% from FY 2023). Net income: JP¥324.0m (up 38% from FY 2023). Profit margin: 28% (up from 24% 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 34% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 20M - mart Inc., Annual General Meeting, Apr 23, 2024M - mart Inc., Annual General Meeting, Apr 23, 2024.分析記事 • Mar 18Here's Why We Think M - mart (TSE:4380) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,515, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 37% over the past three years.Buy Or Sell Opportunity • Feb 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥1,406. The fair value is estimated to be JP¥1,790, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 34%.Upcoming Dividend • Jan 23Inaugural dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 January 2024. Payment date: 25 April 2024. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.6%.お知らせ • Jan 11M - mart Inc. to Report Fiscal Year 2024 Results on Mar 18, 2024M - mart Inc. announced that they will report fiscal year 2024 results on Mar 18, 2024Buying Opportunity • Dec 19Now 21% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be JP¥1,796, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 34%.Reported Earnings • Dec 16Third quarter 2024 earnings released: EPS: JP¥17.79 (vs JP¥11.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.79 (up from JP¥11.66 in 3Q 2023). Revenue: JP¥298.0m (up 22% from 3Q 2023). Net income: JP¥87.0m (up 53% from 3Q 2023). Profit margin: 29% (up from 23% 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 34% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 28M - mart Inc. to Report Q3, 2024 Results on Dec 15, 2023M - mart Inc. announced that they will report Q3, 2024 results on Dec 15, 2023Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: JP¥16.77 (vs JP¥11.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.77 (up from JP¥11.04 in 2Q 2023). Revenue: JP¥283.0m (up 18% from 2Q 2023). Net income: JP¥82.0m (up 52% from 2Q 2023). Profit margin: 29% (up from 23% 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 but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 13M - mart Inc. to Report Q2, 2024 Results on Sep 14, 2023M - mart Inc. announced that they will report Q2, 2024 results on Sep 14, 2023Reported Earnings • Jun 17First quarter 2024 earnings released: EPS: JP¥14.93 (vs JP¥9.41 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.93 (up from JP¥9.41 in 1Q 2023). Revenue: JP¥273.0m (up 19% from 1Q 2023). Net income: JP¥73.0m (up 59% from 1Q 2023). Profit margin: 27% (up from 20% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,213, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 144% over the past three years.Reported Earnings • Mar 18Full year 2023 earnings released: EPS: JP¥48.05 (vs JP¥37.22 in FY 2022)Full year 2023 results: EPS: JP¥48.05 (up from JP¥37.22 in FY 2022). Revenue: JP¥986.0m (up 9.3% from FY 2022). Net income: JP¥235.0m (up 29% from FY 2022). Profit margin: 24% (up from 20% 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 9% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jan 23Inaugural dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 25 April 2023. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.4%.お知らせ • Dec 30M - mart Inc. to Report Fiscal Year 2023 Results on Mar 17, 2023M - mart Inc. announced that they will report fiscal year 2023 results on Mar 17, 2023Reported Earnings • Dec 16Third quarter 2023 earnings released: EPS: JP¥11.66 (vs JP¥10.22 in 3Q 2022)Third quarter 2023 results: EPS: JP¥11.66 (up from JP¥10.22 in 3Q 2022). Revenue: JP¥244.0m (up 7.5% from 3Q 2022). Net income: JP¥57.0m (up 14% from 3Q 2022). Profit margin: 23% (up from 22% 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 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,133, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 39% over the past three years.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. 10 experienced directors. 1 highly experienced director. 1 independent director (6 non-independent directors). Senior MD, GM of Administration Division, Head of General Affairs Department & Director Mikichiyo Hori was the last director to join the board, commencing their role in 2016. 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 • Oct 02M - mart Inc. to Report Q3, 2023 Results on Dec 15, 2022M - mart Inc. announced that they will report Q3, 2023 results on Dec 15, 2022Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥11.04 (vs JP¥6.95 in 2Q 2022)Second quarter 2023 results: EPS: JP¥11.04 (up from JP¥6.95 in 2Q 2022). Revenue: JP¥240.0m (up 9.1% from 2Q 2022). Net income: JP¥54.0m (up 59% from 2Q 2022). Profit margin: 23% (up from 16% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • Jun 15First quarter 2023 earnings released: EPS: JP¥9.41 (vs JP¥9.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.41 (vs JP¥9.41 in 1Q 2022). Revenue: JP¥229.0m (up 4.6% from 1Q 2022). Net income: JP¥46.0m (flat on 1Q 2022). Profit margin: 20% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 7% 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.Buying Opportunity • Jun 15Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 9.8%. The fair value is estimated to be JP¥1,137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 6.7%.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥845, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 16x in the Online Retail industry in Japan. Negligible returns to shareholders over past three years.Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥990, the stock trades at a trailing P/E ratio of 28.6x. Average trailing P/E is 16x in the Online Retail industry in Japan. Total returns to shareholders of 4.8% over the past three years.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. 10 experienced directors. 1 highly experienced director. 1 independent director (6 non-independent directors). Senior MD, GM of Administration Division, Head of General Affairs Department & Director Mikichiyo Hori was the last director to join the board, commencing their role in 2016. 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 20M - mart Inc. to Report Q1, 2023 Results on Jun 14, 2022M - mart Inc. announced that they will report Q1, 2023 results on Jun 14, 2022お知らせ • Apr 08M - mart Inc., Annual General Meeting, Apr 22, 2022M - mart Inc., Annual General Meeting, Apr 22, 2022.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥875, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 17x in the Online Retail industry in Japan. Total returns to shareholders of 3.1% over the past three years.Buying Opportunity • Feb 17Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be JP¥1,072, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has declined by 11% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥880, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 51% over the past three years.Upcoming Dividend • Jan 21Inaugural dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 26 April 2022. The company is not currently making a profit but it is cash flow positive. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.0%.Reported Earnings • Dec 17Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥10.22 (up from JP¥2.97 in 3Q 2021). Revenue: JP¥227.0m (up 15% from 3Q 2021). Net income: JP¥50.0m (up 72% from 3Q 2021). Profit margin: 22% (up from 15% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS JP¥6.95 (vs JP¥12.68 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥220.0m (up 16% from 2Q 2021). Net income: JP¥34.0m (up 9.7% from 2Q 2021). Profit margin: 16% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,213, the stock trades at a trailing P/E ratio of 46x. Average trailing P/E is 19x in the Online Retail industry in Japan. Negligible returns to shareholders over past three years.Reported Earnings • Jun 17First quarter 2022 earnings released: EPS JP¥9.41 (vs JP¥8.18 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥219.0m (up 23% from 1Q 2021). Net income: JP¥46.0m (up 130% from 1Q 2021). Profit margin: 21% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue.お知らせ • Mar 19M - mart Inc., Annual General Meeting, Apr 23, 2021M - mart Inc., Annual General Meeting, Apr 23, 2021.Is New 90 Day High Low • Mar 16New 90-day high: JP¥1,179The company is up 13% from a price of JP¥1,041 on 16 December 2020. Outperformed the Japanese market which is up 10.0% over the last 90 days. Lagged the Online Retail industry, which is up 21% over the same period.Is New 90 Day High Low • Feb 01New 90-day low: JP¥934The company is down 23% from its price of JP¥1,212 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 5.0% over the same period.お知らせ • Jan 01M - mart Inc. to Report Fiscal Year 2021 Results on Mar 17, 2021M - mart Inc. announced that they will report fiscal year 2021 results on Mar 17, 2021Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥939, the stock is trading at a trailing P/E ratio of 37.9x, down from the previous P/E ratio of 49.5x. This compares to an average P/E of 26x in the Online Retail industry in Japan. Total returns to shareholders over the past year are 25%.Reported Earnings • Dec 17Third quarter 2021 earnings released: EPS JP¥2.97The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥197.0m (up 17% from 3Q 2020). Net income: JP¥29.0m (up 21% from 3Q 2020). Profit margin: 15% (in line with 3Q 2020).Is New 90 Day High Low • Dec 16New 90-day low: JP¥1,041The company is down 30% from its price of JP¥1,483 on 17 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 6.0% over the same period.お知らせ • Oct 18M - mart Inc. to Report Q3, 2021 Results on Dec 15, 2020M - mart Inc. announced that they will report Q3, 2021 results on Dec 15, 2020お知らせ • Aug 03M - mart Inc. to Report Q2, 2021 Results on Sep 14, 2020M - mart Inc. announced that they will report Q2, 2021 results on Sep 14, 2020決済の安定と成長配当データの取得安定した配当: 4380の 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 4380の配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場M - mart 配当利回り対市場4380 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (4380)2.1%市場下位25% (JP)1.8%市場トップ25% (JP)3.8%業界平均 (Consumer Retailing)2.0%アナリスト予想 (4380) (最長3年)n/a注目すべき配当: 4380の配当金 ( 2.08% ) はJP市場の配当金支払者の下位 25% ( 1.84% ) よりも高くなっています。高配当: 4380の配当金 ( 2.08% ) はJP市場の配当金支払者の上位 25% ( 3.8% ) と比較すると低いです。株主への利益配当収益カバレッジ: 4380の 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: 4380が配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management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2026/08/01 21:09終値2026/07/31 00:00収益2026/01/31年間収益2026/01/31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M - mart Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Yoshihiro MaedaThe Stock Research Center
Upcoming Dividend • Jan 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).
Upcoming Dividend • Jan 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 24 April 2025. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.6%).
Upcoming Dividend • Jan 23Inaugural dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 January 2024. Payment date: 25 April 2024. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.6%.
Upcoming Dividend • Jan 23Inaugural dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 25 April 2023. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.4%.
Upcoming Dividend • Jan 21Inaugural dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 26 April 2022. The company is not currently making a profit but it is cash flow positive. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.0%.
Reported Earnings • Jun 16First quarter 2027 earnings released: EPS: JP¥24.74 (vs JP¥19.94 in 1Q 2026)First quarter 2027 results: EPS: JP¥24.74 (up from JP¥19.94 in 1Q 2026). Revenue: JP¥376.0m (up 12% from 1Q 2026). Net income: JP¥121.0m (up 24% from 1Q 2026). Profit margin: 32% (up from 29% in 1Q 2026). 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 fallen by 10% per year, which means it is significantly lagging earnings.
New Risk • Apr 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended July 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported July 2025 fiscal period end). Market cap is less than US$100m (JP¥5.82b market cap, or US$36.5m).
Reported Earnings • Mar 19Full year 2026 earnings released: EPS: JP¥86.50 (vs JP¥70.55 in FY 2025)Full year 2026 results: EPS: JP¥86.50 (up from JP¥70.55 in FY 2025). Revenue: JP¥1.36b (up 5.3% from FY 2025). Net income: JP¥423.0m (up 23% from FY 2025). Profit margin: 31% (up from 27% in FY 2025). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Mar 17M - mart Inc., Annual General Meeting, Apr 23, 2026M - mart Inc., Annual General Meeting, Apr 23, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).
Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥22.08 (vs JP¥20.45 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.08 (up from JP¥20.45 in 3Q 2025). Revenue: JP¥335.0m (flat on 3Q 2025). Net income: JP¥108.0m (up 8.0% from 3Q 2025). Profit margin: 32% (up from 30% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 28M - mart Inc. to Report Q3, 2026 Results on Dec 15, 2025M - mart Inc. announced that they will report Q3, 2026 results on Dec 15, 2025
Reported Earnings • Sep 17First half 2026 earnings released: EPS: JP¥39.87 (vs JP¥29.65 in 1H 2025)First half 2026 results: EPS: JP¥39.87 (up from JP¥29.65 in 1H 2025). Revenue: JP¥673.0m (up 8.0% from 1H 2025). Net income: JP¥195.0m (up 35% from 1H 2025). Profit margin: 29% (up from 23% in 1H 2025). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 10M - mart Inc. to Report Q2, 2026 Results on Sep 16, 2025M - mart Inc. announced that they will report Q2, 2026 results on Sep 16, 2025
Buy Or Sell Opportunity • Jun 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥1,407. The fair value is estimated to be JP¥1,157, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 22%.
分析記事 • May 07Market Participants Recognise M - mart Inc.'s (TSE:4380) Earnings Pushing Shares 27% HigherM - mart Inc. ( TSE:4380 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. But...
お知らせ • May 03M - mart Inc. to Report Q1, 2026 Results on Jun 16, 2025M - mart Inc. announced that they will report Q1, 2026 results on Jun 16, 2025
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥967, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 6.9% over the past three years.
Buy Or Sell Opportunity • Apr 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥996. The fair value is estimated to be JP¥1,293, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.
New Risk • Apr 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended July 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported July 2024 fiscal period end). Market cap is less than US$100m (JP¥5.60b market cap, or US$38.1m).
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: JP¥70.55 (vs JP¥66.25 in FY 2024)Full year 2025 results: EPS: JP¥70.55 (up from JP¥66.25 in FY 2024). Revenue: JP¥1.29b (up 11% from FY 2024). Net income: JP¥345.0m (up 6.5% from FY 2024). Profit margin: 27% (down from 28% 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 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 17M - mart Inc., Annual General Meeting, Apr 24, 2025M - mart Inc., Annual General Meeting, Apr 24, 2025.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 24 April 2025. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.6%).
お知らせ • Jan 03M - mart Inc. to Report Fiscal Year 2025 Results on Mar 17, 2025M - mart Inc. announced that they will report fiscal year 2025 results on Mar 17, 2025
Reported Earnings • Dec 17Third quarter 2025 earnings released: EPS: JP¥18.81 (vs JP¥17.79 in 3Q 2024)Third quarter 2025 results: EPS: JP¥18.81 (up from JP¥17.79 in 3Q 2024). Revenue: JP¥326.0m (up 9.4% from 3Q 2024). Net income: JP¥92.0m (up 5.7% from 3Q 2024). Profit margin: 28% (down from 29% 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 24% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Dec 17Now 20% undervaluedOver the last 90 days, the stock has risen 4.2% to JP¥1,094. The fair value is estimated to be JP¥1,368, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.
分析記事 • Dec 16Estimating The Intrinsic Value Of M - mart Inc. (TSE:4380)Key Insights Using the 2 Stage Free Cash Flow to Equity, M - mart fair value estimate is JP¥1,368 M - mart's JP¥1,199...
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,199, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 59% over the past three years.
Buy Or Sell Opportunity • Oct 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to JP¥1,083. The fair value is estimated to be JP¥1,369, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.
Buy Or Sell Opportunity • Sep 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥1,070. The fair value is estimated to be JP¥1,369, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.
Reported Earnings • Sep 18Second quarter 2025 earnings released: EPS: JP¥14.93 (vs JP¥16.77 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.93 (down from JP¥16.77 in 2Q 2024). Revenue: JP¥313.0m (up 11% from 2Q 2024). Net income: JP¥73.0m (down 11% from 2Q 2024). Profit margin: 23% (down from 29% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 17We Ran A Stock Scan For Earnings Growth And M - mart (TSE:4380) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Aug 05M - mart Inc. (TSE:4380) Might Not Be As Mispriced As It Looks After Plunging 41%The M - mart Inc. ( TSE:4380 ) share price has fared very poorly over the last month, falling by a substantial 41...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.46b market cap, or US$24.3m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to JP¥708, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 31% over the past three years.
分析記事 • Aug 02M - mart (TSE:4380) Is Achieving High Returns On Its CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Jun 17First quarter 2025 earnings released: EPS: JP¥14.72 (vs JP¥14.93 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.72 (down from JP¥14.93 in 1Q 2024). Revenue: JP¥310.0m (up 14% from 1Q 2024). Net income: JP¥72.0m (down 1.4% from 1Q 2024). Profit margin: 23% (down from 27% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% 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 • Apr 27+ 1 more updateM - mart Inc. to Report Q3, 2025 Results on Dec 16, 2024M - mart Inc. announced that they will report Q3, 2025 results on Dec 16, 2024
お知らせ • Apr 05M - mart Inc. to Report Q1, 2025 Results on Jun 14, 2024M - mart Inc. announced that they will report Q1, 2025 results on Jun 14, 2024
Reported Earnings • Mar 21Full year 2024 earnings released: EPS: JP¥66.25 (vs JP¥48.05 in FY 2023)Full year 2024 results: EPS: JP¥66.25 (up from JP¥48.05 in FY 2023). Revenue: JP¥1.17b (up 19% from FY 2023). Net income: JP¥324.0m (up 38% from FY 2023). Profit margin: 28% (up from 24% 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 34% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 20M - mart Inc., Annual General Meeting, Apr 23, 2024M - mart Inc., Annual General Meeting, Apr 23, 2024.
分析記事 • Mar 18Here's Why We Think M - mart (TSE:4380) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,515, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 37% over the past three years.
Buy Or Sell Opportunity • Feb 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥1,406. The fair value is estimated to be JP¥1,790, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 34%.
Upcoming Dividend • Jan 23Inaugural dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 January 2024. Payment date: 25 April 2024. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.6%.
お知らせ • Jan 11M - mart Inc. to Report Fiscal Year 2024 Results on Mar 18, 2024M - mart Inc. announced that they will report fiscal year 2024 results on Mar 18, 2024
Buying Opportunity • Dec 19Now 21% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be JP¥1,796, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 34%.
Reported Earnings • Dec 16Third quarter 2024 earnings released: EPS: JP¥17.79 (vs JP¥11.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.79 (up from JP¥11.66 in 3Q 2023). Revenue: JP¥298.0m (up 22% from 3Q 2023). Net income: JP¥87.0m (up 53% from 3Q 2023). Profit margin: 29% (up from 23% 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 34% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 28M - mart Inc. to Report Q3, 2024 Results on Dec 15, 2023M - mart Inc. announced that they will report Q3, 2024 results on Dec 15, 2023
Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: JP¥16.77 (vs JP¥11.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.77 (up from JP¥11.04 in 2Q 2023). Revenue: JP¥283.0m (up 18% from 2Q 2023). Net income: JP¥82.0m (up 52% from 2Q 2023). Profit margin: 29% (up from 23% 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 but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 13M - mart Inc. to Report Q2, 2024 Results on Sep 14, 2023M - mart Inc. announced that they will report Q2, 2024 results on Sep 14, 2023
Reported Earnings • Jun 17First quarter 2024 earnings released: EPS: JP¥14.93 (vs JP¥9.41 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.93 (up from JP¥9.41 in 1Q 2023). Revenue: JP¥273.0m (up 19% from 1Q 2023). Net income: JP¥73.0m (up 59% from 1Q 2023). Profit margin: 27% (up from 20% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,213, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 144% over the past three years.
Reported Earnings • Mar 18Full year 2023 earnings released: EPS: JP¥48.05 (vs JP¥37.22 in FY 2022)Full year 2023 results: EPS: JP¥48.05 (up from JP¥37.22 in FY 2022). Revenue: JP¥986.0m (up 9.3% from FY 2022). Net income: JP¥235.0m (up 29% from FY 2022). Profit margin: 24% (up from 20% 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 9% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jan 23Inaugural dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 25 April 2023. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.4%.
お知らせ • Dec 30M - mart Inc. to Report Fiscal Year 2023 Results on Mar 17, 2023M - mart Inc. announced that they will report fiscal year 2023 results on Mar 17, 2023
Reported Earnings • Dec 16Third quarter 2023 earnings released: EPS: JP¥11.66 (vs JP¥10.22 in 3Q 2022)Third quarter 2023 results: EPS: JP¥11.66 (up from JP¥10.22 in 3Q 2022). Revenue: JP¥244.0m (up 7.5% from 3Q 2022). Net income: JP¥57.0m (up 14% from 3Q 2022). Profit margin: 23% (up from 22% 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 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,133, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 39% over the past three years.
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. 10 experienced directors. 1 highly experienced director. 1 independent director (6 non-independent directors). Senior MD, GM of Administration Division, Head of General Affairs Department & Director Mikichiyo Hori was the last director to join the board, commencing their role in 2016. 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 • Oct 02M - mart Inc. to Report Q3, 2023 Results on Dec 15, 2022M - mart Inc. announced that they will report Q3, 2023 results on Dec 15, 2022
Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥11.04 (vs JP¥6.95 in 2Q 2022)Second quarter 2023 results: EPS: JP¥11.04 (up from JP¥6.95 in 2Q 2022). Revenue: JP¥240.0m (up 9.1% from 2Q 2022). Net income: JP¥54.0m (up 59% from 2Q 2022). Profit margin: 23% (up from 16% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • Jun 15First quarter 2023 earnings released: EPS: JP¥9.41 (vs JP¥9.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.41 (vs JP¥9.41 in 1Q 2022). Revenue: JP¥229.0m (up 4.6% from 1Q 2022). Net income: JP¥46.0m (flat on 1Q 2022). Profit margin: 20% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 7% 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.
Buying Opportunity • Jun 15Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 9.8%. The fair value is estimated to be JP¥1,137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 6.7%.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥845, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 16x in the Online Retail industry in Japan. Negligible returns to shareholders over past three years.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥990, the stock trades at a trailing P/E ratio of 28.6x. Average trailing P/E is 16x in the Online Retail industry in Japan. Total returns to shareholders of 4.8% over the past three years.
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. 10 experienced directors. 1 highly experienced director. 1 independent director (6 non-independent directors). Senior MD, GM of Administration Division, Head of General Affairs Department & Director Mikichiyo Hori was the last director to join the board, commencing their role in 2016. 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 20M - mart Inc. to Report Q1, 2023 Results on Jun 14, 2022M - mart Inc. announced that they will report Q1, 2023 results on Jun 14, 2022
お知らせ • Apr 08M - mart Inc., Annual General Meeting, Apr 22, 2022M - mart Inc., Annual General Meeting, Apr 22, 2022.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥875, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 17x in the Online Retail industry in Japan. Total returns to shareholders of 3.1% over the past three years.
Buying Opportunity • Feb 17Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be JP¥1,072, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has declined by 11% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥880, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 51% over the past three years.
Upcoming Dividend • Jan 21Inaugural dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 26 April 2022. The company is not currently making a profit but it is cash flow positive. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.0%.
Reported Earnings • Dec 17Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥10.22 (up from JP¥2.97 in 3Q 2021). Revenue: JP¥227.0m (up 15% from 3Q 2021). Net income: JP¥50.0m (up 72% from 3Q 2021). Profit margin: 22% (up from 15% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS JP¥6.95 (vs JP¥12.68 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥220.0m (up 16% from 2Q 2021). Net income: JP¥34.0m (up 9.7% from 2Q 2021). Profit margin: 16% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,213, the stock trades at a trailing P/E ratio of 46x. Average trailing P/E is 19x in the Online Retail industry in Japan. Negligible returns to shareholders over past three years.
Reported Earnings • Jun 17First quarter 2022 earnings released: EPS JP¥9.41 (vs JP¥8.18 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥219.0m (up 23% from 1Q 2021). Net income: JP¥46.0m (up 130% from 1Q 2021). Profit margin: 21% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue.
お知らせ • Mar 19M - mart Inc., Annual General Meeting, Apr 23, 2021M - mart Inc., Annual General Meeting, Apr 23, 2021.
Is New 90 Day High Low • Mar 16New 90-day high: JP¥1,179The company is up 13% from a price of JP¥1,041 on 16 December 2020. Outperformed the Japanese market which is up 10.0% over the last 90 days. Lagged the Online Retail industry, which is up 21% over the same period.
Is New 90 Day High Low • Feb 01New 90-day low: JP¥934The company is down 23% from its price of JP¥1,212 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 5.0% over the same period.
お知らせ • Jan 01M - mart Inc. to Report Fiscal Year 2021 Results on Mar 17, 2021M - mart Inc. announced that they will report fiscal year 2021 results on Mar 17, 2021
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥939, the stock is trading at a trailing P/E ratio of 37.9x, down from the previous P/E ratio of 49.5x. This compares to an average P/E of 26x in the Online Retail industry in Japan. Total returns to shareholders over the past year are 25%.
Reported Earnings • Dec 17Third quarter 2021 earnings released: EPS JP¥2.97The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥197.0m (up 17% from 3Q 2020). Net income: JP¥29.0m (up 21% from 3Q 2020). Profit margin: 15% (in line with 3Q 2020).
Is New 90 Day High Low • Dec 16New 90-day low: JP¥1,041The company is down 30% from its price of JP¥1,483 on 17 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 6.0% over the same period.
お知らせ • Oct 18M - mart Inc. to Report Q3, 2021 Results on Dec 15, 2020M - mart Inc. announced that they will report Q3, 2021 results on Dec 15, 2020
お知らせ • Aug 03M - mart Inc. to Report Q2, 2021 Results on Sep 14, 2020M - mart Inc. announced that they will report Q2, 2021 results on Sep 14, 2020