View Future GrowthDaisuiLtd 過去の業績過去 基準チェック /26DaisuiLtdは、平均年間18.6%の収益成長を遂げていますが、 Consumer Retailing業界の収益は、年間 成長しています。収益は、平均年間10.5% 0.2%収益成長率で 成長しています。 DaisuiLtdの自己資本利益率は5.7%であり、純利益率は0.7%です。主要情報18.57%収益成長率18.40%EPS成長率Consumer Retailing 業界の成長7.83%収益成長率0.24%株主資本利益率5.68%ネット・マージン0.69%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥53.69 (vs JP¥87.87 in FY 2025)Full year 2026 results: EPS: JP¥53.69 (down from JP¥87.87 in FY 2025). Revenue: JP¥105.8b (up 6.5% from FY 2025). Net income: JP¥730.0m (down 39% from FY 2025). Profit margin: 0.7% (down from 1.2% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 10Daisui Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Daisui Co.,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥31.12 (vs JP¥29.51 in 3Q 2025)Third quarter 2026 results: EPS: JP¥31.12 (up from JP¥29.51 in 3Q 2025). Revenue: JP¥32.0b (up 7.4% from 3Q 2025). Net income: JP¥424.0m (up 6.0% from 3Q 2025). Profit margin: 1.3% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.お知らせ • Dec 01Daisui Co.,Ltd. to Report Q3, 2026 Results on Feb 05, 2026Daisui Co.,Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026分析記事 • Nov 18DaisuiLtd (TSE:7538) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for Daisui Co.,Ltd.'s ( TSE:7538 ) stock hasn't moved much. We did...Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥7.29 (vs JP¥1.63 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.29 (up from JP¥1.63 in 2Q 2025). Revenue: JP¥25.4b (up 8.9% from 2Q 2025). Net income: JP¥99.0m (up 350% from 2Q 2025). Profit margin: 0.4% (up from 0.1% 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 27% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesお知らせ • 13hDaisui Co.,Ltd. (TSE:7538) announces an Equity Buyback for 1,500,000 shares, representing 11.01% for ¥568.5 million.Daisui Co.,Ltd. (TSE:7538) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 11.01% for ¥568.5 million. The shares will be repurchased at ¥240 per share. The purpose of the program is to improve capital efficiency and implement flexible capital policies in response to changes in the business environment. As of April 30, 2026, the company had 13,622,247 shares in issue and 152,572 shares in treasury.New Risk • May 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 1.2% 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: Minor Risks Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥5.29b market cap, or US$33.5m).Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥53.69 (vs JP¥87.87 in FY 2025)Full year 2026 results: EPS: JP¥53.69 (down from JP¥87.87 in FY 2025). Revenue: JP¥105.8b (up 6.5% from FY 2025). Net income: JP¥730.0m (down 39% from FY 2025). Profit margin: 0.7% (down from 1.2% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Daisui Co.,Ltd., Annual General Meeting, Jun 29, 2026Daisui Co.,Ltd., Annual General Meeting, Jun 29, 2026.お知らせ • May 10Daisui Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Daisui Co.,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 6.8% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).New Risk • Feb 07New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. 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 (currently running at an operating cash loss). Minor Risk Market cap is less than US$100m (JP¥5.79b market cap, or US$36.8m).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥31.12 (vs JP¥29.51 in 3Q 2025)Third quarter 2026 results: EPS: JP¥31.12 (up from JP¥29.51 in 3Q 2025). Revenue: JP¥32.0b (up 7.4% from 3Q 2025). Net income: JP¥424.0m (up 6.0% from 3Q 2025). Profit margin: 1.3% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.お知らせ • Dec 01Daisui Co.,Ltd. to Report Q3, 2026 Results on Feb 05, 2026Daisui Co.,Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026分析記事 • Nov 18DaisuiLtd (TSE:7538) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for Daisui Co.,Ltd.'s ( TSE:7538 ) stock hasn't moved much. We did...Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥7.29 (vs JP¥1.63 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.29 (up from JP¥1.63 in 2Q 2025). Revenue: JP¥25.4b (up 8.9% from 2Q 2025). Net income: JP¥99.0m (up 350% from 2Q 2025). Profit margin: 0.4% (up from 0.1% 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 27% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.New Risk • Sep 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥4.70b market cap, or US$31.9m).お知らせ • Sep 02Daisui Co.,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Daisui Co.,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥10.11 (vs JP¥16.38 in 1Q 2025)First quarter 2026 results: EPS: JP¥10.11 (down from JP¥16.38 in 1Q 2025). Revenue: JP¥24.2b (up 3.3% from 1Q 2025). Net income: JP¥137.0m (down 38% from 1Q 2025). Profit margin: 0.6% (down from 0.9% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥87.87 (vs JP¥74.95 in FY 2024)Full year 2025 results: EPS: JP¥87.87 (up from JP¥74.95 in FY 2024). Revenue: JP¥99.3b (flat on FY 2024). Net income: JP¥1.19b (up 18% from FY 2024). Profit margin: 1.2% (up from 1.0% in FY 2024). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.New Risk • Jun 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥4.31b market cap, or US$29.9m).お知らせ • May 31Daisui Co.,Ltd. to Report Q1, 2026 Results on Aug 07, 2025Daisui Co.,Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025分析記事 • May 19We Think You Should Be Aware Of Some Concerning Factors In DaisuiLtd's (TSE:7538) EarningsThe market shrugged off Daisui Co.,Ltd.'s ( TSE:7538 ) solid earnings report. We did some digging and believe investors...Reported Earnings • May 14Full year 2025 earnings released: EPS: JP¥87.87 (vs JP¥74.95 in FY 2024)Full year 2025 results: EPS: JP¥87.87 (up from JP¥74.95 in FY 2024). Revenue: JP¥99.3b (flat on FY 2024). Net income: JP¥1.19b (up 18% from FY 2024). Profit margin: 1.2% (up from 1.0% in FY 2024). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Daisui Co.,Ltd., Annual General Meeting, Jun 24, 2025Daisui Co.,Ltd., Annual General Meeting, Jun 24, 2025.Buy Or Sell Opportunity • Apr 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥355. The fair value is estimated to be JP¥283, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 38%.Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).お知らせ • Mar 01Daisui Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Daisui Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥29.51 (vs JP¥33.51 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.51 (down from JP¥33.51 in 3Q 2024). Revenue: JP¥29.8b (up 1.4% from 3Q 2024). Net income: JP¥400.0m (down 12% from 3Q 2024). Profit margin: 1.3% (down from 1.5% 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 38% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 03Daisui Co.,Ltd. to Report Q3, 2025 Results on Feb 06, 2025Daisui Co.,Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥1.63 (vs JP¥1.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.63 (down from JP¥1.78 in 2Q 2024). Revenue: JP¥23.3b (up 1.5% from 2Q 2024). Net income: JP¥22.0m (down 8.3% from 2Q 2024). Profit margin: 0.1% (in line with 2Q 2024). 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 7% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 03Daisui Co.,Ltd. to Report Q2, 2025 Results on Nov 07, 2024Daisui Co.,Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥16.38 (vs JP¥21.17 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.38 (down from JP¥21.17 in 1Q 2024). Revenue: JP¥23.4b (down 3.6% from 1Q 2024). Net income: JP¥221.0m (down 22% from 1Q 2024). Profit margin: 0.9% (down from 1.2% in 1Q 2024). The decrease in margin was driven by lower revenue. 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 5% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 05DaisuiLtd (TSE:7538) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥279, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 18% over the past three years.Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥74.95 (vs JP¥52.38 in FY 2023)Full year 2024 results: EPS: JP¥74.95 (up from JP¥52.38 in FY 2023). Revenue: JP¥98.5b (flat on FY 2023). Net income: JP¥1.01b (up 44% from FY 2023). Profit margin: 1.0% (up from 0.7% in FY 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 06Daisui Co.,Ltd. to Report Q1, 2025 Results on Aug 05, 2024Daisui Co.,Ltd. announced that they will report Q1, 2025 results on Aug 05, 2024分析記事 • May 21We Think DaisuiLtd's (TSE:7538) Healthy Earnings Might Be ConservativeDespite posting healthy earnings, Daisui Co.,Ltd.'s ( TSE:7538 ) stock has been quite weak. Along with the solid...Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥74.94 (vs JP¥52.38 in FY 2023)Full year 2024 results: EPS: JP¥74.94 (up from JP¥52.38 in FY 2023). Revenue: JP¥98.5b (flat on FY 2023). Net income: JP¥1.01b (up 44% from FY 2023). Profit margin: 1.0% (up from 0.7% in FY 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Daisui Co.,Ltd., Annual General Meeting, Jun 21, 2024Daisui Co.,Ltd., Annual General Meeting, Jun 21, 2024.お知らせ • Apr 07Daisui Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Daisui Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 06 June 2024. Payout ratio is a comfortable 6.6% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.5%).Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥33.51 (vs JP¥18.56 in 3Q 2023)Third quarter 2024 results: EPS: JP¥33.51 (up from JP¥18.56 in 3Q 2023). Revenue: JP¥29.4b (down 1.4% from 3Q 2023). Net income: JP¥452.0m (up 82% from 3Q 2023). Profit margin: 1.5% (up from 0.8% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 29Daisui Co.,Ltd. to Report Q3, 2024 Results on Feb 06, 2024Daisui Co.,Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥1.78 (vs JP¥2.77 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.78 (up from JP¥2.77 loss in 2Q 2023). Revenue: JP¥23.0b (up 2.0% from 2Q 2023). Net income: JP¥24.0m (up JP¥61.0m from 2Q 2023). Profit margin: 0.1% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥21.17 (vs JP¥16.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥21.17 (up from JP¥16.89 in 1Q 2023). Revenue: JP¥24.2b (flat on 1Q 2023). Net income: JP¥284.0m (up 26% from 1Q 2023). Profit margin: 1.2% (up from 0.9% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 43% 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 • Jun 09Daisui Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023Daisui Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥52.38 (vs JP¥1.36 loss in FY 2022)Full year 2023 results: EPS: JP¥52.38 (up from JP¥1.36 loss in FY 2022). Revenue: JP¥98.5b (up 11% from FY 2022). Net income: JP¥701.0m (up JP¥719.0m from FY 2022). Profit margin: 0.7% (up from 0% 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 41% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Daisui Co.,Ltd., Annual General Meeting, Jun 23, 2023Daisui Co.,Ltd., Annual General Meeting, Jun 23, 2023.Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥314, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 56% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 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 09Third quarter 2023 earnings released: EPS: JP¥18.56 (vs JP¥19.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.56 (down from JP¥19.59 in 3Q 2022). Revenue: JP¥29.8b (up 4.5% from 3Q 2022). Net income: JP¥249.0m (down 4.6% from 3Q 2022). Profit margin: 0.8% (down from 0.9% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Dec 07Daisui Co.,Ltd. to Report Q3, 2023 Results on Feb 02, 2023Daisui Co.,Ltd. announced that they will report Q3, 2023 results on Feb 02, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: JP¥2.77 loss per share (vs JP¥12.42 loss in 2Q 2022)Second quarter 2023 results: JP¥2.77 loss per share (improved from JP¥12.42 loss in 2Q 2022). Revenue: JP¥22.5b (up 13% from 2Q 2022). Net loss: JP¥37.0m (loss narrowed 78% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less 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. 6 non-independent directors. Independent Outside Director Takumi Mitani was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Second quarter 2023 earnings released: JP¥2.77 loss per share (vs JP¥12.42 loss in 2Q 2022)Second quarter 2023 results: JP¥2.77 loss per share (improved from JP¥12.42 loss in 2Q 2022). Revenue: JP¥22.5b (up 13% from 2Q 2022). Net loss: JP¥37.0m (loss narrowed 78% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 30Daisui Co.,Ltd. to Report Q2, 2023 Results on Nov 04, 2022Daisui Co.,Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥16.89 (vs JP¥4.84 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥16.89 (up from JP¥4.84 loss in 1Q 2022). Revenue: JP¥24.1b (up 19% from 1Q 2022). Net income: JP¥225.0m (up JP¥289.0m from 1Q 2022). Profit margin: 0.9% (up from net loss in 1Q 2022). 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.お知らせ • May 12Daisui Co.,Ltd., Annual General Meeting, Jun 24, 2022Daisui Co.,Ltd., Annual General Meeting, Jun 24, 2022.Reported Earnings • May 11Full year 2022 earnings released: JP¥1.35 loss per share (vs JP¥47.73 profit in FY 2021)Full year 2022 results: JP¥1.35 loss per share (down from JP¥47.73 profit in FY 2021). Revenue: JP¥88.8b (down 22% from FY 2021). Net loss: JP¥18.0m (down 103% from profit in FY 2021). Profit margin: 0% (down from 0.6% in FY 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less 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. 6 non-independent directors. Independent Outside Director Takumi Mitani was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Daisui Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Daisui Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 07 June 2022. Payout ratio is a comfortable 9.7% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 04Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥19.59 (down from JP¥25.14 in 3Q 2021). Revenue: JP¥28.5b (down 19% from 3Q 2021). Net income: JP¥261.0m (down 24% from 3Q 2021). Profit margin: 0.9% (down from 1.0% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 05Second quarter 2022 earnings released: JP¥12.42 loss per share (vs JP¥25.50 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥19.9b (down 28% from 2Q 2021). Net loss: JP¥165.0m (loss narrowed 53% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥47.73 (vs JP¥12.24 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥114.2b (down 8.6% from FY 2020). Net income: JP¥653.0m (up 289% from FY 2020). Profit margin: 0.6% (up from 0.1% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥47.73 (vs JP¥12.24 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥114.2b (down 8.6% from FY 2020). Net income: JP¥653.0m (up 289% from FY 2020). Profit margin: 0.6% (up from 0.1% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 43% 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.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 08 June 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.4%).お知らせ • Mar 15Daisui Co.,Ltd. to Report Fiscal Year 2021 Results on May 11, 2021Daisui Co.,Ltd. announced that they will report fiscal year 2021 results on May 11, 2021Is New 90 Day High Low • Feb 09New 90-day high: JP¥248The company is up 10.0% from its price of JP¥225 on 11 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 9.0% over the same period.Reported Earnings • Feb 08Third quarter 2021 earnings released: EPS JP¥25.13 (vs JP¥20.77 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥35.2b (down 4.6% from 3Q 2020). Net income: JP¥345.0m (up 21% from 3Q 2020). Profit margin: 1.0% (up from 0.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 68% 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.お知らせ • Sep 08Daisui Co.,Ltd. to Report Q2, 2021 Results on Nov 05, 2020Daisui Co.,Ltd. announced that they will report Q2, 2021 results on Nov 05, 2020お知らせ • Jul 05Daisui Co.,Ltd. to Report Q1, 2020 Results on Aug 04, 2020Daisui Co.,Ltd. announced that they will report Q1, 2020 results on Aug 04, 2020収支内訳DaisuiLtd の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:7538 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26105,7707306,226031 Dec 25104,3711,2066,036030 Sep 25102,1551,1825,926030 Jun 25100,0841,1055,811031 Mar 2599,3021,1895,855031 Dec 2498,3328925,713030 Sep 2497,9249445,731030 Jun 2497,5899465,706031 Mar 2498,4601,0095,722031 Dec 2398,6521,0245,665030 Sep 2399,0778215,710030 Jun 2398,6287605,812031 Mar 2398,4587016,179031 Dec 2296,5793876,376030 Sep 2295,2843996,400030 Jun 2292,6302716,365031 Mar 2288,788-186,089031 Dec 2193,6646856,180030 Sep 21100,2977696,237030 Jun 21108,2305846,680031 Mar 21114,2396536,780031 Dec 20117,078-1416,824030 Sep 20118,763-2016,901030 Jun 20120,256886,604031 Mar 20125,0561686,595031 Dec 19126,4591746,498030 Sep 19127,7011386,473030 Jun 19128,4563816,428031 Mar 19128,6574066,395031 Dec 18129,5126126,344030 Sep 18130,2716526,366030 Jun 18130,5434066,390031 Mar 18130,0603656,339031 Dec 17129,9703706,333030 Sep 17129,9014106,338030 Jun 17130,0404246,316031 Mar 17130,2904496,282031 Dec 16131,7664426,239030 Sep 16132,8604396,201030 Jun 16134,4465246,204031 Mar 16136,4616236,245031 Dec 15136,0876906,283030 Sep 15136,6447776,266030 Jun 15135,7416856,2520質の高い収益: 7538は 高品質の収益 を持っています。利益率の向上: 7538の現在の純利益率 (0.7%)は、昨年(1.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 7538の収益は過去 5 年間で年間18.6%増加しました。成長の加速: 7538は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 7538は過去 1 年間で収益成長率がマイナス ( -38.6% ) となったため、 Consumer Retailing業界平均 ( 2.5% ) と比較することが困難です。株主資本利益率高いROE: 7538の 自己資本利益率 ( 5.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-retailing 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 10:54終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Daisui 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
Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥53.69 (vs JP¥87.87 in FY 2025)Full year 2026 results: EPS: JP¥53.69 (down from JP¥87.87 in FY 2025). Revenue: JP¥105.8b (up 6.5% from FY 2025). Net income: JP¥730.0m (down 39% from FY 2025). Profit margin: 0.7% (down from 1.2% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 10Daisui Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Daisui Co.,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥31.12 (vs JP¥29.51 in 3Q 2025)Third quarter 2026 results: EPS: JP¥31.12 (up from JP¥29.51 in 3Q 2025). Revenue: JP¥32.0b (up 7.4% from 3Q 2025). Net income: JP¥424.0m (up 6.0% from 3Q 2025). Profit margin: 1.3% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Dec 01Daisui Co.,Ltd. to Report Q3, 2026 Results on Feb 05, 2026Daisui Co.,Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026
分析記事 • Nov 18DaisuiLtd (TSE:7538) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for Daisui Co.,Ltd.'s ( TSE:7538 ) stock hasn't moved much. We did...
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥7.29 (vs JP¥1.63 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.29 (up from JP¥1.63 in 2Q 2025). Revenue: JP¥25.4b (up 8.9% from 2Q 2025). Net income: JP¥99.0m (up 350% from 2Q 2025). Profit margin: 0.4% (up from 0.1% 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 27% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • 13hDaisui Co.,Ltd. (TSE:7538) announces an Equity Buyback for 1,500,000 shares, representing 11.01% for ¥568.5 million.Daisui Co.,Ltd. (TSE:7538) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 11.01% for ¥568.5 million. The shares will be repurchased at ¥240 per share. The purpose of the program is to improve capital efficiency and implement flexible capital policies in response to changes in the business environment. As of April 30, 2026, the company had 13,622,247 shares in issue and 152,572 shares in treasury.
New Risk • May 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 1.2% 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: Minor Risks Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥5.29b market cap, or US$33.5m).
Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥53.69 (vs JP¥87.87 in FY 2025)Full year 2026 results: EPS: JP¥53.69 (down from JP¥87.87 in FY 2025). Revenue: JP¥105.8b (up 6.5% from FY 2025). Net income: JP¥730.0m (down 39% from FY 2025). Profit margin: 0.7% (down from 1.2% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Daisui Co.,Ltd., Annual General Meeting, Jun 29, 2026Daisui Co.,Ltd., Annual General Meeting, Jun 29, 2026.
お知らせ • May 10Daisui Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Daisui Co.,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 6.8% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
New Risk • Feb 07New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. 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 (currently running at an operating cash loss). Minor Risk Market cap is less than US$100m (JP¥5.79b market cap, or US$36.8m).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥31.12 (vs JP¥29.51 in 3Q 2025)Third quarter 2026 results: EPS: JP¥31.12 (up from JP¥29.51 in 3Q 2025). Revenue: JP¥32.0b (up 7.4% from 3Q 2025). Net income: JP¥424.0m (up 6.0% from 3Q 2025). Profit margin: 1.3% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Dec 01Daisui Co.,Ltd. to Report Q3, 2026 Results on Feb 05, 2026Daisui Co.,Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026
分析記事 • Nov 18DaisuiLtd (TSE:7538) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for Daisui Co.,Ltd.'s ( TSE:7538 ) stock hasn't moved much. We did...
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥7.29 (vs JP¥1.63 in 2Q 2025)Second quarter 2026 results: EPS: JP¥7.29 (up from JP¥1.63 in 2Q 2025). Revenue: JP¥25.4b (up 8.9% from 2Q 2025). Net income: JP¥99.0m (up 350% from 2Q 2025). Profit margin: 0.4% (up from 0.1% 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 27% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥4.70b market cap, or US$31.9m).
お知らせ • Sep 02Daisui Co.,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Daisui Co.,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥10.11 (vs JP¥16.38 in 1Q 2025)First quarter 2026 results: EPS: JP¥10.11 (down from JP¥16.38 in 1Q 2025). Revenue: JP¥24.2b (up 3.3% from 1Q 2025). Net income: JP¥137.0m (down 38% from 1Q 2025). Profit margin: 0.6% (down from 0.9% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥87.87 (vs JP¥74.95 in FY 2024)Full year 2025 results: EPS: JP¥87.87 (up from JP¥74.95 in FY 2024). Revenue: JP¥99.3b (flat on FY 2024). Net income: JP¥1.19b (up 18% from FY 2024). Profit margin: 1.2% (up from 1.0% in FY 2024). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥4.31b market cap, or US$29.9m).
お知らせ • May 31Daisui Co.,Ltd. to Report Q1, 2026 Results on Aug 07, 2025Daisui Co.,Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
分析記事 • May 19We Think You Should Be Aware Of Some Concerning Factors In DaisuiLtd's (TSE:7538) EarningsThe market shrugged off Daisui Co.,Ltd.'s ( TSE:7538 ) solid earnings report. We did some digging and believe investors...
Reported Earnings • May 14Full year 2025 earnings released: EPS: JP¥87.87 (vs JP¥74.95 in FY 2024)Full year 2025 results: EPS: JP¥87.87 (up from JP¥74.95 in FY 2024). Revenue: JP¥99.3b (flat on FY 2024). Net income: JP¥1.19b (up 18% from FY 2024). Profit margin: 1.2% (up from 1.0% in FY 2024). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Daisui Co.,Ltd., Annual General Meeting, Jun 24, 2025Daisui Co.,Ltd., Annual General Meeting, Jun 24, 2025.
Buy Or Sell Opportunity • Apr 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥355. The fair value is estimated to be JP¥283, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 38%.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).
お知らせ • Mar 01Daisui Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Daisui Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥29.51 (vs JP¥33.51 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.51 (down from JP¥33.51 in 3Q 2024). Revenue: JP¥29.8b (up 1.4% from 3Q 2024). Net income: JP¥400.0m (down 12% from 3Q 2024). Profit margin: 1.3% (down from 1.5% 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 38% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 03Daisui Co.,Ltd. to Report Q3, 2025 Results on Feb 06, 2025Daisui Co.,Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥1.63 (vs JP¥1.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.63 (down from JP¥1.78 in 2Q 2024). Revenue: JP¥23.3b (up 1.5% from 2Q 2024). Net income: JP¥22.0m (down 8.3% from 2Q 2024). Profit margin: 0.1% (in line with 2Q 2024). 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 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 03Daisui Co.,Ltd. to Report Q2, 2025 Results on Nov 07, 2024Daisui Co.,Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥16.38 (vs JP¥21.17 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.38 (down from JP¥21.17 in 1Q 2024). Revenue: JP¥23.4b (down 3.6% from 1Q 2024). Net income: JP¥221.0m (down 22% from 1Q 2024). Profit margin: 0.9% (down from 1.2% in 1Q 2024). The decrease in margin was driven by lower revenue. 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 5% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 05DaisuiLtd (TSE:7538) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥279, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 18% over the past three years.
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥74.95 (vs JP¥52.38 in FY 2023)Full year 2024 results: EPS: JP¥74.95 (up from JP¥52.38 in FY 2023). Revenue: JP¥98.5b (flat on FY 2023). Net income: JP¥1.01b (up 44% from FY 2023). Profit margin: 1.0% (up from 0.7% in FY 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 06Daisui Co.,Ltd. to Report Q1, 2025 Results on Aug 05, 2024Daisui Co.,Ltd. announced that they will report Q1, 2025 results on Aug 05, 2024
分析記事 • May 21We Think DaisuiLtd's (TSE:7538) Healthy Earnings Might Be ConservativeDespite posting healthy earnings, Daisui Co.,Ltd.'s ( TSE:7538 ) stock has been quite weak. Along with the solid...
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥74.94 (vs JP¥52.38 in FY 2023)Full year 2024 results: EPS: JP¥74.94 (up from JP¥52.38 in FY 2023). Revenue: JP¥98.5b (flat on FY 2023). Net income: JP¥1.01b (up 44% from FY 2023). Profit margin: 1.0% (up from 0.7% in FY 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Daisui Co.,Ltd., Annual General Meeting, Jun 21, 2024Daisui Co.,Ltd., Annual General Meeting, Jun 21, 2024.
お知らせ • Apr 07Daisui Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Daisui Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 06 June 2024. Payout ratio is a comfortable 6.6% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.5%).
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥33.51 (vs JP¥18.56 in 3Q 2023)Third quarter 2024 results: EPS: JP¥33.51 (up from JP¥18.56 in 3Q 2023). Revenue: JP¥29.4b (down 1.4% from 3Q 2023). Net income: JP¥452.0m (up 82% from 3Q 2023). Profit margin: 1.5% (up from 0.8% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 29Daisui Co.,Ltd. to Report Q3, 2024 Results on Feb 06, 2024Daisui Co.,Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥1.78 (vs JP¥2.77 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥1.78 (up from JP¥2.77 loss in 2Q 2023). Revenue: JP¥23.0b (up 2.0% from 2Q 2023). Net income: JP¥24.0m (up JP¥61.0m from 2Q 2023). Profit margin: 0.1% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥21.17 (vs JP¥16.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥21.17 (up from JP¥16.89 in 1Q 2023). Revenue: JP¥24.2b (flat on 1Q 2023). Net income: JP¥284.0m (up 26% from 1Q 2023). Profit margin: 1.2% (up from 0.9% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 43% 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 • Jun 09Daisui Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023Daisui Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥52.38 (vs JP¥1.36 loss in FY 2022)Full year 2023 results: EPS: JP¥52.38 (up from JP¥1.36 loss in FY 2022). Revenue: JP¥98.5b (up 11% from FY 2022). Net income: JP¥701.0m (up JP¥719.0m from FY 2022). Profit margin: 0.7% (up from 0% 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 41% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Daisui Co.,Ltd., Annual General Meeting, Jun 23, 2023Daisui Co.,Ltd., Annual General Meeting, Jun 23, 2023.
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥314, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 56% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 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 09Third quarter 2023 earnings released: EPS: JP¥18.56 (vs JP¥19.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.56 (down from JP¥19.59 in 3Q 2022). Revenue: JP¥29.8b (up 4.5% from 3Q 2022). Net income: JP¥249.0m (down 4.6% from 3Q 2022). Profit margin: 0.8% (down from 0.9% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Dec 07Daisui Co.,Ltd. to Report Q3, 2023 Results on Feb 02, 2023Daisui Co.,Ltd. announced that they will report Q3, 2023 results on Feb 02, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: JP¥2.77 loss per share (vs JP¥12.42 loss in 2Q 2022)Second quarter 2023 results: JP¥2.77 loss per share (improved from JP¥12.42 loss in 2Q 2022). Revenue: JP¥22.5b (up 13% from 2Q 2022). Net loss: JP¥37.0m (loss narrowed 78% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less 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. 6 non-independent directors. Independent Outside Director Takumi Mitani was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Second quarter 2023 earnings released: JP¥2.77 loss per share (vs JP¥12.42 loss in 2Q 2022)Second quarter 2023 results: JP¥2.77 loss per share (improved from JP¥12.42 loss in 2Q 2022). Revenue: JP¥22.5b (up 13% from 2Q 2022). Net loss: JP¥37.0m (loss narrowed 78% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 30Daisui Co.,Ltd. to Report Q2, 2023 Results on Nov 04, 2022Daisui Co.,Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥16.89 (vs JP¥4.84 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥16.89 (up from JP¥4.84 loss in 1Q 2022). Revenue: JP¥24.1b (up 19% from 1Q 2022). Net income: JP¥225.0m (up JP¥289.0m from 1Q 2022). Profit margin: 0.9% (up from net loss in 1Q 2022). 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.
お知らせ • May 12Daisui Co.,Ltd., Annual General Meeting, Jun 24, 2022Daisui Co.,Ltd., Annual General Meeting, Jun 24, 2022.
Reported Earnings • May 11Full year 2022 earnings released: JP¥1.35 loss per share (vs JP¥47.73 profit in FY 2021)Full year 2022 results: JP¥1.35 loss per share (down from JP¥47.73 profit in FY 2021). Revenue: JP¥88.8b (down 22% from FY 2021). Net loss: JP¥18.0m (down 103% from profit in FY 2021). Profit margin: 0% (down from 0.6% in FY 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less 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. 6 non-independent directors. Independent Outside Director Takumi Mitani was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Daisui Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Daisui Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 07 June 2022. Payout ratio is a comfortable 9.7% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 04Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥19.59 (down from JP¥25.14 in 3Q 2021). Revenue: JP¥28.5b (down 19% from 3Q 2021). Net income: JP¥261.0m (down 24% from 3Q 2021). Profit margin: 0.9% (down from 1.0% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 05Second quarter 2022 earnings released: JP¥12.42 loss per share (vs JP¥25.50 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥19.9b (down 28% from 2Q 2021). Net loss: JP¥165.0m (loss narrowed 53% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥47.73 (vs JP¥12.24 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥114.2b (down 8.6% from FY 2020). Net income: JP¥653.0m (up 289% from FY 2020). Profit margin: 0.6% (up from 0.1% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥47.73 (vs JP¥12.24 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥114.2b (down 8.6% from FY 2020). Net income: JP¥653.0m (up 289% from FY 2020). Profit margin: 0.6% (up from 0.1% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 43% 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.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 08 June 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.4%).
お知らせ • Mar 15Daisui Co.,Ltd. to Report Fiscal Year 2021 Results on May 11, 2021Daisui Co.,Ltd. announced that they will report fiscal year 2021 results on May 11, 2021
Is New 90 Day High Low • Feb 09New 90-day high: JP¥248The company is up 10.0% from its price of JP¥225 on 11 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 9.0% over the same period.
Reported Earnings • Feb 08Third quarter 2021 earnings released: EPS JP¥25.13 (vs JP¥20.77 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥35.2b (down 4.6% from 3Q 2020). Net income: JP¥345.0m (up 21% from 3Q 2020). Profit margin: 1.0% (up from 0.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 68% 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.
お知らせ • Sep 08Daisui Co.,Ltd. to Report Q2, 2021 Results on Nov 05, 2020Daisui Co.,Ltd. announced that they will report Q2, 2021 results on Nov 05, 2020
お知らせ • Jul 05Daisui Co.,Ltd. to Report Q1, 2020 Results on Aug 04, 2020Daisui Co.,Ltd. announced that they will report Q1, 2020 results on Aug 04, 2020