Toho（8142）株式概要東邦株式会社は子会社を通じて、主に日本で食品卸売業、現金輸送業、スーパーマーケット業を営んでいる。 詳細8142 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より47.7%で取引されている 過去5年間の収益は年間53.7%増加しました。 リスク分析不安定な配当実績 すべてのリスクチェックを見る8142 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.32k14.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4b374b2016201920222025202620282031Revenue JP¥374.0bEarnings JP¥6.6bAdvancedSet Fair ValueView all narrativesToho Co., Ltd. 競合他社Lacto JapanSymbol: TSE:3139Market cap: JP¥31.8bYamataneSymbol: TSE:9305Market cap: JP¥42.2bYuasa FunashokuSymbol: TSE:8006Market cap: JP¥26.4bShoei FoodsSymbol: TSE:8079Market cap: JP¥66.8b価格と性能株価の高値、安値、推移の概要Toho過去の株価現在の株価JP¥1,322.0052週高値JP¥1,412.0052週安値JP¥970.33ベータ-0.501ヶ月の変化-4.69%3ヶ月変化0.61%1年変化28.56%3年間の変化66.92%5年間の変化137.06%IPOからの変化86.64%最新ニュースDeclared Dividend • May 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th July 2026 Payment date: 20th October 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 61% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥429 (vs JP¥139 in FY 2025)Full year 2026 results: EPS: JP¥429 (up from JP¥139 in FY 2025). Revenue: JP¥259.7b (up 5.4% from FY 2025). Net income: JP¥4.58b (up 2.0% from FY 2025). Profit margin: 1.8% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 12Toho Co., Ltd., Annual General Meeting, Apr 28, 2026Toho Co., Ltd., Annual General Meeting, Apr 28, 2026.お知らせ • Feb 11Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. Upon completion, Toho Co., Ltd. will hold 39 stake while Shimaya Trading Pte Ltd. will hold 1% stake in Kome88 Company Limited For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million. Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on February 10, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).分析記事 • Jan 16Toho's (TSE:8142) Dividend Will Be ¥75.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend on the 24th of April, with investors...最新情報をもっと見るRecent updatesDeclared Dividend • May 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th July 2026 Payment date: 20th October 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 61% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥429 (vs JP¥139 in FY 2025)Full year 2026 results: EPS: JP¥429 (up from JP¥139 in FY 2025). Revenue: JP¥259.7b (up 5.4% from FY 2025). Net income: JP¥4.58b (up 2.0% from FY 2025). Profit margin: 1.8% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 12Toho Co., Ltd., Annual General Meeting, Apr 28, 2026Toho Co., Ltd., Annual General Meeting, Apr 28, 2026.お知らせ • Feb 11Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. Upon completion, Toho Co., Ltd. will hold 39 stake while Shimaya Trading Pte Ltd. will hold 1% stake in Kome88 Company Limited For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million. Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on February 10, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).分析記事 • Jan 16Toho's (TSE:8142) Dividend Will Be ¥75.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend on the 24th of April, with investors...分析記事 • Dec 30Toho's (TSE:8142) Dividend Will Be ¥75.00Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥75.00 per share on the 24th of April. This...お知らせ • Dec 30+ 3 more updatesToho Co., Ltd. to Report Q3, 2027 Results on Dec 11, 2026Toho Co., Ltd. announced that they will report Q3, 2027 results on Dec 11, 2026Reported Earnings • Dec 13Third quarter 2026 earnings released: EPS: JP¥162 (vs JP¥95.48 in 3Q 2025)Third quarter 2026 results: EPS: JP¥162 (up from JP¥95.48 in 3Q 2025). Revenue: JP¥66.2b (up 9.2% from 3Q 2025). Net income: JP¥1.72b (up 67% from 3Q 2025). Profit margin: 2.6% (up from 1.7% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 28% per year.分析記事 • Nov 14Toho (TSE:8142) Will Pay A Dividend Of ¥75.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥75.00 per share on the 24th of...お知らせ • Nov 14Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million.分析記事 • Oct 27Toho (TSE:8142) Will Pay A Dividend Of ¥75.00Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥75.00 per share on the 24th of April. This...Declared Dividend • Oct 21First half dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 29th January 2026 Payment date: 24th April 2026 Dividend yield will be 4.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 62% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Sep 18Toho's (TSE:8142) Conservative Accounting Might Explain Soft EarningsSoft earnings didn't appear to concern Toho Co., Ltd.'s ( TSE:8142 ) shareholders over the last week. We did some...Reported Earnings • Sep 12Second quarter 2026 earnings released: EPS: JP¥65.50 (vs JP¥112 in 2Q 2025)Second quarter 2026 results: EPS: JP¥65.50 (down from JP¥112 in 2Q 2025). Revenue: JP¥61.8b (up 3.6% from 2Q 2025). Net income: JP¥699.0m (down 42% from 2Q 2025). Profit margin: 1.1% (down from 2.0% in 2Q 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 whereas the company’s share price has increased by 30% per year.お知らせ • Aug 05Akatsuki Games Inc., Too Co., Ltd., Production I.G, Inc. Announces Kaiju No. 8 the Game Release Set for August 31Based on Naoya Matsumoto's hit manga series Kaiju No. 8, serialized on Shueisha's Shonen Jump+ and with over 18 million copies printed and distributed in Japan (including digital editions) across 15 published volumes, the anime Kaiju No. 8 has garnered immense popularity not only in Japan but also worldwide, particularly in North America. Building on this global success, Kaiju No. 8 THE GAME, a new title for mobile and PC, is being developed by the powerhouse team of Akatsuki Games, TOHO, and Production I.G. After much anticipation following the start of pre-registration on April 25 this year, the official release date for Kaiju No. 8 THE game has finally been set for August 31 (JST). Additionally, a new trailer and key visual have been unveiled! The artwork features the Japan Defense Force members, armed and ready, with Kaiju No. 8 at the forefront, as well as the original characters from CLOZER led by Sagan Shinomiya. The special program also showcased a stream of newly released in-game footage. In addition to cutscenes featured within the game's story mode, the program unveiled original Kaiju created exclusively for the game. Based on the total number of pre-registrations, players will receive exclusive characters and awesome in-game items when the game launches.Upcoming Dividend • Jul 23Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 20 October 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.7%).分析記事 • Jul 17Toho (TSE:8142) Is Increasing Its Dividend To ¥75.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will be paying its dividend of ¥75.00 on the 20th of...分析記事 • Jun 23Toho (TSE:8142) Has Announced That It Will Be Increasing Its Dividend To ¥75.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will be paying its dividend of ¥75.00 on the 20th of...お知らせ • Jun 19Toho Co., Ltd. (TSE:8142) announces an Equity Buyback for 130,000 shares, representing 1.21% for ¥387.4 million.Toho Co., Ltd. (TSE:8142) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, representing 1.21% of its total shares outstanding excluding treasury shares, for a total of ¥387.4 million. The purpose of repurchase program is to improve capital efficiency and implement a flexible capital policy in response to changes in the business environment. As of May 31, 2025, the company had 10,786,260 shares outstanding excluding treasury shares and has 225,906 shares in treasury.Reported Earnings • Jun 14First quarter 2026 earnings released: EPS: JP¥102 (vs JP¥99.66 in 1Q 2025)First quarter 2026 results: EPS: JP¥102 (up from JP¥99.66 in 1Q 2025). Revenue: JP¥61.3b (flat on 1Q 2025). Net income: JP¥1.09b (up 2.1% from 1Q 2025). Profit margin: 1.8% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 13+ 1 more updateToho Co., Ltd. Provides Dividend Year-End Guidance for the Fiscal Year Ending January 31, 2026Toho Co., Ltd. provided dividend year-end guidance for the fiscal year ending January 31, 2026. For the fiscal year ending January 31, 2025, the company expects to pay dividend of JPY 75 per share against JPY 55 per share a year ago.Buy Or Sell Opportunity • May 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to JP¥3,235. The fair value is estimated to be JP¥2,668, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 52%.分析記事 • May 24Toho (TSE:8142) Is Increasing Its Dividend To ¥75.00Toho Co., Ltd.'s ( TSE:8142 ) dividend will be increasing from last year's payment of the same period to ¥75.00 on 20th...Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Full-time Auditor Shuichi Fujita was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • May 08Final dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 30th July 2025 Payment date: 20th October 2025 Dividend yield will be 4.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 57% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Apr 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥3,285. The fair value is estimated to be JP¥2,719, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 52%.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,864, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 194% over the past three years.Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥3,535, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 234% over the past three years.分析記事 • Mar 17Toho Co., Ltd.'s (TSE:8142) Shares Leap 27% Yet They're Still Not Telling The Full StoryToho Co., Ltd. ( TSE:8142 ) shareholders have had their patience rewarded with a 27% share price jump in the last...New Risk • Mar 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).Reported Earnings • Mar 14Full year 2025 earnings released: EPS: JP¥417 (vs JP¥335 in FY 2024)Full year 2025 results: EPS: JP¥417 (up from JP¥335 in FY 2024). Revenue: JP¥246.5b (flat on FY 2024). Net income: JP¥4.49b (up 24% from FY 2024). Profit margin: 1.8% (up from 1.5% in FY 2024). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 13Toho Co., Ltd., Annual General Meeting, Apr 23, 2025Toho Co., Ltd., Annual General Meeting, Apr 23, 2025.Upcoming Dividend • Jan 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 24 April 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).分析記事 • Jan 17Toho's (TSE:8142) Dividend Will Be ¥55.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥55.00 per share on the 24th of...お知らせ • Jan 17+ 1 more updateToho Co., Ltd. to Report Q3, 2026 Results on Dec 11, 2025Toho Co., Ltd. announced that they will report Q3, 2026 results on Dec 11, 2025分析記事 • Dec 24Toho (TSE:8142) Will Pay A Dividend Of ¥55.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥55.00 per share on the 24th of...Reported Earnings • Dec 13Third quarter 2025 earnings released: EPS: JP¥95.48 (vs JP¥138 in 3Q 2024)Third quarter 2025 results: EPS: JP¥95.48 (down from JP¥138 in 3Q 2024). Revenue: JP¥60.7b (down 2.4% from 3Q 2024). Net income: JP¥1.03b (down 31% from 3Q 2024). Profit margin: 1.7% (down from 2.4% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 10Toho (TSE:8142) Is Paying Out A Dividend Of ¥55.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥55.00 per share on the 24th of...分析記事 • Oct 19Toho (TSE:8142) Has Announced A Dividend Of ¥55.00Toho Co., Ltd.'s ( TSE:8142 ) investors are due to receive a payment of ¥55.00 per share on 24th of April. This means...Declared Dividend • Oct 19First half dividend of JP¥55.00 announcedDividend of JP¥55.00 is the same as last year. Ex-date: 30th January 2025 Payment date: 24th April 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Sep 12Toho (TSE:8142) Has Announced A Dividend Of ¥55.00Toho Co., Ltd. ( TSE:8142 ) will pay a dividend of ¥55.00 on the 24th of April. Based on this payment, the dividend...Declared Dividend • Sep 12First half dividend of JP¥55.00 announcedDividend of JP¥55.00 is the same as last year. Ex-date: 30th January 2025 Payment date: 24th April 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 11Second quarter 2025 earnings released: EPS: JP¥112 (vs JP¥87.85 in 2Q 2024)Second quarter 2025 results: EPS: JP¥112 (up from JP¥87.85 in 2Q 2024). Revenue: JP¥59.7b (down 1.1% from 2Q 2024). Net income: JP¥1.21b (up 28% from 2Q 2024). Profit margin: 2.0% (up from 1.6% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 12Benign Growth For Toho Co., Ltd. (TSE:8142) Underpins Stock's 32% PlummetToho Co., Ltd. ( TSE:8142 ) shares have had a horrible month, losing 32% after a relatively good period beforehand...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 8.2% 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 (8.2% average weekly change). Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥2,355, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 69% over the past three years.分析記事 • Jul 27Toho (TSE:8142) Has Announced A Dividend Of ¥55.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥55.00 per share on the 18th of...Upcoming Dividend • Jul 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 18 October 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).分析記事 • Jun 27Toho Co., Ltd. (TSE:8142) Surges 28% Yet Its Low P/E Is No Reason For ExcitementThe Toho Co., Ltd. ( TSE:8142 ) share price has done very well over the last month, posting an excellent gain of 28...お知らせ • Jun 19+ 2 more updatesToho Co., Ltd. Provides Dividend Guidance for the Fiscal First Half Ending July 31, 2024Toho Co., Ltd. provided dividend guidance for the fiscal first half ending July 31, 2024. The company expects to pay dividend of JPY 55 per share against JPY 35.00 per share a year ago.Reported Earnings • Jun 17First quarter 2025 earnings released: EPS: JP¥99.66 (vs JP¥77.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥99.66 (up from JP¥77.26 in 1Q 2024). Revenue: JP¥61.5b (up 4.9% from 1Q 2024). Net income: JP¥1.07b (up 29% from 1Q 2024). Profit margin: 1.7% (up from 1.4% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,600, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 138% over the past three years.分析記事 • May 26Toho's (TSE:8142) Dividend Will Be ¥55.00Toho Co., Ltd. ( TSE:8142 ) will pay a dividend of ¥55.00 on the 18th of October. This takes the dividend yield to...Declared Dividend • May 25Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th July 2024 Payment date: 18th October 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 34% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • May 05We Think Toho's (TSE:8142) Robust Earnings Are ConservativeEven though Toho Co., Ltd.'s ( TSE:8142 ) recent earnings release was robust, the market didn't seem to notice...お知らせ • Mar 13Toho Co., Ltd., Annual General Meeting, Apr 23, 2024Toho Co., Ltd., Annual General Meeting, Apr 23, 2024.Reported Earnings • Mar 12Full year 2024 earnings released: EPS: JP¥335 (vs JP¥93.52 in FY 2023)Full year 2024 results: EPS: JP¥335 (up from JP¥93.52 in FY 2023). Revenue: JP¥244.9b (up 14% from FY 2023). Net income: JP¥3.61b (up 258% from FY 2023). Profit margin: 1.5% (up from 0.5% in FY 2023). Over the last 3 years on average, earnings per share has increased by 109% 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 • Jan 26Toho Co., Ltd. (TSE:8142) completed the acquisition of an additional 42.23% stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥17 billionToho Co., Ltd. (TSE:8142) made an offer to acquire stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥6720 offer per share on December 6, 2023. SMBC Nikko Securities Inc. acted as Financial advisor and Nishimura & Asahi acted as legal advisor to Toho Co., Ltd. and Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as Financial advisor and Anderson Mori & Tomotsune LPC acted as legal advisor to Tokyo Rakutenchi Co.,Ltd. Transaction is expected to complete on January 24, 2024. Toho Co., Ltd. (TSE:8142) completed the acquisition of an additional 42.23% stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥17 billion on January 24, 2024.Upcoming Dividend • Jan 23Upcoming dividend of JP¥35.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).お知らせ • Jan 11+ 3 more updatesToho Co., Ltd. to Report Q3, 2025 Results on Dec 12, 2024Toho Co., Ltd. announced that they will report Q3, 2025 results on Dec 12, 2024Reported Earnings • Dec 14Third quarter 2024 earnings released: EPS: JP¥138 (vs JP¥61.45 in 3Q 2023)Third quarter 2024 results: EPS: JP¥138 (up from JP¥61.45 in 3Q 2023). Revenue: JP¥62.2b (up 13% from 3Q 2023). Net income: JP¥1.49b (up 125% from 3Q 2023). Profit margin: 2.4% (up from 1.2% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 111% 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 • Dec 13+ 1 more updateToho Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2024Toho Co., Ltd. provided dividend guidance for the Fiscal year ending January 31, 2024 of JPY 35.00 per share, compared to JPY 25.00 per share paid a year ago.Board Change • Oct 14Less 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. 4 non-independent directors. Independent Outside Director Hiroshi Harada was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 14Second quarter 2024 earnings released: EPS: JP¥87.85 (vs JP¥46.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥87.85 (up from JP¥46.30 in 2Q 2023). Revenue: JP¥60.3b (up 15% from 2Q 2023). Net income: JP¥945.0m (up 90% from 2Q 2023). Profit margin: 1.6% (up from 1.0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Sep 12Now 22% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥4,710, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,870, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 15x in the Consumer Retailing industry in Japan. Total returns to shareholders of 111% over the past three years.Upcoming Dividend • Jul 21Upcoming dividend of JP¥30.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 18 October 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).Buying Opportunity • Jun 26Now 22% undervaluedOver the last 90 days, the stock is up 40%. The fair value is estimated to be JP¥3,807, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.New Risk • Jun 16New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results.Reported Earnings • Jun 13First quarter 2024 earnings released: EPS: JP¥77.26 (vs JP¥12.36 in 1Q 2023)First quarter 2024 results: EPS: JP¥77.26 (up from JP¥12.36 in 1Q 2023). Revenue: JP¥58.7b (up 22% from 1Q 2023). Net income: JP¥831.0m (up JP¥698.0m from 1Q 2023). Profit margin: 1.4% (up from 0.3% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥2,948, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 15x in the Consumer Retailing industry in Japan. Total returns to shareholders of 68% over the past three years.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,010, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 51% over the past three years.Reported Earnings • Mar 11Full year 2023 earnings released: EPS: JP¥93.52 (vs JP¥31.14 in FY 2022)Full year 2023 results: EPS: JP¥93.52 (up from JP¥31.14 in FY 2022). Revenue: JP¥215.6b (up 14% from FY 2022). Net income: JP¥1.01b (up 200% from FY 2022). Profit margin: 0.5% (up from 0.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 72% 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 • Jan 28+ 3 more updatesToho Co., Ltd. to Report Fiscal Year 2023 Results on Mar 10, 2023Toho Co., Ltd. announced that they will report fiscal year 2023 results on Mar 10, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 20 April 2023. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Dec 14Third quarter 2023 earnings released: EPS: JP¥61.45 (vs JP¥37.19 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.45 (up from JP¥37.19 loss in 3Q 2022). Revenue: JP¥55.1b (up 23% from 3Q 2022). Net income: JP¥661.0m (up JP¥1.06b from 3Q 2022). Profit margin: 1.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. No independent directors (9 non-independent directors). External Director Hiroji Izumi was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Sep 11Second quarter 2023 earnings released: EPS: JP¥46.30 (vs JP¥76.88 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥46.30 (up from JP¥76.88 loss in 2Q 2022). Revenue: JP¥52.3b (up 19% from 2Q 2022). Net income: JP¥498.0m (up JP¥1.33b from 2Q 2022). Profit margin: 1.0% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 13First quarter 2023 earnings released: EPS: JP¥12.36 (vs JP¥5.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥12.36 (up from JP¥5.30 in 1Q 2022). Revenue: JP¥48.0b (up 4.7% from 1Q 2022). Net income: JP¥133.0m (up 133% from 1Q 2022). Profit margin: 0.3% (up from 0.1% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. No independent directors (10 non-independent directors). External Director Hiroji Izumi was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 12Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥31.14 (up from JP¥334 loss in FY 2021). Revenue: JP¥188.6b (up 1.3% from FY 2021). Net income: JP¥335.0m (up JP¥3.93b from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.Reported Earnings • Dec 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥37.19 loss per share (down from JP¥29.93 loss in 3Q 2021). Revenue: JP¥44.8b (down 7.1% from 3Q 2021). Net loss: JP¥400.0m (loss widened 24% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 11Second quarter 2022 earnings released: JP¥76.88 loss per share (vs JP¥156 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥43.9b (up 3.7% from 2Q 2021). Net loss: JP¥827.0m (loss narrowed 51% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 13First quarter 2022 earnings released: EPS JP¥5.30 (vs JP¥94.64 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥45.9b (up 1.1% from 1Q 2021). Net income: JP¥57.0m (up JP¥1.08b from 1Q 2021). Profit margin: 0.1% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.株主還元8142JP Consumer RetailingJP 市場7D-0.8%0.1%-3.1%1Y28.6%-5.0%38.2%株主還元を見る業界別リターン: 8142過去 1 年間で-5 % の収益を上げたJP Consumer Retailing業界を上回りました。リターン対市場: 8142は、過去 1 年間で38.2 % のリターンを上げたJP市場を下回りました。価格変動Is 8142's price volatile compared to industry and market?8142 volatility8142 Average Weekly Movement3.8%Consumer Retailing Industry Average Movement3.5%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 8142 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 8142の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19292,540Kuniharu Okunowww.to-ho.co.jp東邦株式会社は子会社を通じて、主に日本で食品卸売業、現金輸送業、スーパーマーケット業を営んでいる。業務用食品の開発、調達、仕入れ、コーヒーの製造を行っている。また、外食産業向けの業務用食品、中華食材、和食材、生鮮果実、食肉、青果物の卸売、乳製品、製菓・製パン材料の卸売、ブロイラーなどの畜産物の販売も行っている。また、飲食店の内装設計・施工、ソフトウエアの開発・保守、一般建築請負・不動産管理・クリーン工事・オンデマンド工事・一般事務のアウトソーシング、保険代理店業務も行っている。さらに、業務用調理機器、コーヒーメーカー、製菓機器などの輸入・製造・販売・メンテナンス、品質管理サービスも行っている。同社は1929年に設立され、神戸に本社を置く。もっと見るToho Co., Ltd. 基礎のまとめToho の収益と売上を時価総額と比較するとどうか。8142 基礎統計学時価総額JP¥42.37b収益（TTM）JP¥4.58b売上高(TTM)JP¥259.75b9.2xPER（株価収益率0.2xP/Sレシオ8142 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8142 損益計算書（TTM）収益JP¥259.75b売上原価JP¥209.77b売上総利益JP¥49.98bその他の費用JP¥45.40b収益JP¥4.58b直近の収益報告Jan 31, 2026次回決算日Jun 11, 2026一株当たり利益（EPS）143.52グロス・マージン19.24%純利益率1.76%有利子負債／自己資本比率53.6%8142 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.6%現在の配当利回り33%配当性向8142 配当は確実ですか？8142 配当履歴とベンチマークを見る8142 、いつまでに購入すれば配当金を受け取れますか？Toho 配当日配当落ち日Jul 30 2026配当支払日Oct 20 2026配当落ちまでの日数70 days配当支払日までの日数152 days8142 配当は確実ですか？8142 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 09:38終値2026/05/21 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Toho 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
Declared Dividend • May 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th July 2026 Payment date: 20th October 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 61% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥429 (vs JP¥139 in FY 2025)Full year 2026 results: EPS: JP¥429 (up from JP¥139 in FY 2025). Revenue: JP¥259.7b (up 5.4% from FY 2025). Net income: JP¥4.58b (up 2.0% from FY 2025). Profit margin: 1.8% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 12Toho Co., Ltd., Annual General Meeting, Apr 28, 2026Toho Co., Ltd., Annual General Meeting, Apr 28, 2026.
お知らせ • Feb 11Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. Upon completion, Toho Co., Ltd. will hold 39 stake while Shimaya Trading Pte Ltd. will hold 1% stake in Kome88 Company Limited For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million. Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on February 10, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).
分析記事 • Jan 16Toho's (TSE:8142) Dividend Will Be ¥75.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend on the 24th of April, with investors...
Declared Dividend • May 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th July 2026 Payment date: 20th October 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 61% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥429 (vs JP¥139 in FY 2025)Full year 2026 results: EPS: JP¥429 (up from JP¥139 in FY 2025). Revenue: JP¥259.7b (up 5.4% from FY 2025). Net income: JP¥4.58b (up 2.0% from FY 2025). Profit margin: 1.8% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 12Toho Co., Ltd., Annual General Meeting, Apr 28, 2026Toho Co., Ltd., Annual General Meeting, Apr 28, 2026.
お知らせ • Feb 11Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. Upon completion, Toho Co., Ltd. will hold 39 stake while Shimaya Trading Pte Ltd. will hold 1% stake in Kome88 Company Limited For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million. Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. completed the acquisition of 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on February 10, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 24 April 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%).
分析記事 • Jan 16Toho's (TSE:8142) Dividend Will Be ¥75.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend on the 24th of April, with investors...
分析記事 • Dec 30Toho's (TSE:8142) Dividend Will Be ¥75.00Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥75.00 per share on the 24th of April. This...
お知らせ • Dec 30+ 3 more updatesToho Co., Ltd. to Report Q3, 2027 Results on Dec 11, 2026Toho Co., Ltd. announced that they will report Q3, 2027 results on Dec 11, 2026
Reported Earnings • Dec 13Third quarter 2026 earnings released: EPS: JP¥162 (vs JP¥95.48 in 3Q 2025)Third quarter 2026 results: EPS: JP¥162 (up from JP¥95.48 in 3Q 2025). Revenue: JP¥66.2b (up 9.2% from 3Q 2025). Net income: JP¥1.72b (up 67% from 3Q 2025). Profit margin: 2.6% (up from 1.7% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 28% per year.
分析記事 • Nov 14Toho (TSE:8142) Will Pay A Dividend Of ¥75.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥75.00 per share on the 24th of...
お知らせ • Nov 14Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals.Toho Co., Ltd. (TSE:8142) and Shimaya Trading Pte Ltd. agreed to acquire 40% stake in Kome88 Company Limited from Pham Lich and two other individuals on November 14, 2025. For the period ending December 31, 2024, Kome88 Company Limited reported total revenue of ¥1.34 billion and net income of ¥35 million. As of December 31, 2024, Kome88 Company Limited reported total assets of ¥305 million and total common equity of ¥166 million.
分析記事 • Oct 27Toho (TSE:8142) Will Pay A Dividend Of ¥75.00Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥75.00 per share on the 24th of April. This...
Declared Dividend • Oct 21First half dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 29th January 2026 Payment date: 24th April 2026 Dividend yield will be 4.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 62% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Sep 18Toho's (TSE:8142) Conservative Accounting Might Explain Soft EarningsSoft earnings didn't appear to concern Toho Co., Ltd.'s ( TSE:8142 ) shareholders over the last week. We did some...
Reported Earnings • Sep 12Second quarter 2026 earnings released: EPS: JP¥65.50 (vs JP¥112 in 2Q 2025)Second quarter 2026 results: EPS: JP¥65.50 (down from JP¥112 in 2Q 2025). Revenue: JP¥61.8b (up 3.6% from 2Q 2025). Net income: JP¥699.0m (down 42% from 2Q 2025). Profit margin: 1.1% (down from 2.0% in 2Q 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 whereas the company’s share price has increased by 30% per year.
お知らせ • Aug 05Akatsuki Games Inc., Too Co., Ltd., Production I.G, Inc. Announces Kaiju No. 8 the Game Release Set for August 31Based on Naoya Matsumoto's hit manga series Kaiju No. 8, serialized on Shueisha's Shonen Jump+ and with over 18 million copies printed and distributed in Japan (including digital editions) across 15 published volumes, the anime Kaiju No. 8 has garnered immense popularity not only in Japan but also worldwide, particularly in North America. Building on this global success, Kaiju No. 8 THE GAME, a new title for mobile and PC, is being developed by the powerhouse team of Akatsuki Games, TOHO, and Production I.G. After much anticipation following the start of pre-registration on April 25 this year, the official release date for Kaiju No. 8 THE game has finally been set for August 31 (JST). Additionally, a new trailer and key visual have been unveiled! The artwork features the Japan Defense Force members, armed and ready, with Kaiju No. 8 at the forefront, as well as the original characters from CLOZER led by Sagan Shinomiya. The special program also showcased a stream of newly released in-game footage. In addition to cutscenes featured within the game's story mode, the program unveiled original Kaiju created exclusively for the game. Based on the total number of pre-registrations, players will receive exclusive characters and awesome in-game items when the game launches.
Upcoming Dividend • Jul 23Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 20 October 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.7%).
分析記事 • Jul 17Toho (TSE:8142) Is Increasing Its Dividend To ¥75.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will be paying its dividend of ¥75.00 on the 20th of...
分析記事 • Jun 23Toho (TSE:8142) Has Announced That It Will Be Increasing Its Dividend To ¥75.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will be paying its dividend of ¥75.00 on the 20th of...
お知らせ • Jun 19Toho Co., Ltd. (TSE:8142) announces an Equity Buyback for 130,000 shares, representing 1.21% for ¥387.4 million.Toho Co., Ltd. (TSE:8142) announces a share repurchase program. Under the program, the company will repurchase up to 130,000 shares, representing 1.21% of its total shares outstanding excluding treasury shares, for a total of ¥387.4 million. The purpose of repurchase program is to improve capital efficiency and implement a flexible capital policy in response to changes in the business environment. As of May 31, 2025, the company had 10,786,260 shares outstanding excluding treasury shares and has 225,906 shares in treasury.
Reported Earnings • Jun 14First quarter 2026 earnings released: EPS: JP¥102 (vs JP¥99.66 in 1Q 2025)First quarter 2026 results: EPS: JP¥102 (up from JP¥99.66 in 1Q 2025). Revenue: JP¥61.3b (flat on 1Q 2025). Net income: JP¥1.09b (up 2.1% from 1Q 2025). Profit margin: 1.8% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 13+ 1 more updateToho Co., Ltd. Provides Dividend Year-End Guidance for the Fiscal Year Ending January 31, 2026Toho Co., Ltd. provided dividend year-end guidance for the fiscal year ending January 31, 2026. For the fiscal year ending January 31, 2025, the company expects to pay dividend of JPY 75 per share against JPY 55 per share a year ago.
Buy Or Sell Opportunity • May 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to JP¥3,235. The fair value is estimated to be JP¥2,668, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 52%.
分析記事 • May 24Toho (TSE:8142) Is Increasing Its Dividend To ¥75.00Toho Co., Ltd.'s ( TSE:8142 ) dividend will be increasing from last year's payment of the same period to ¥75.00 on 20th...
Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Full-time Auditor Shuichi Fujita was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • May 08Final dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 30th July 2025 Payment date: 20th October 2025 Dividend yield will be 4.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 57% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Apr 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥3,285. The fair value is estimated to be JP¥2,719, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 52%.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,864, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 194% over the past three years.
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥3,535, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 234% over the past three years.
分析記事 • Mar 17Toho Co., Ltd.'s (TSE:8142) Shares Leap 27% Yet They're Still Not Telling The Full StoryToho Co., Ltd. ( TSE:8142 ) shareholders have had their patience rewarded with a 27% share price jump in the last...
New Risk • Mar 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: JP¥417 (vs JP¥335 in FY 2024)Full year 2025 results: EPS: JP¥417 (up from JP¥335 in FY 2024). Revenue: JP¥246.5b (flat on FY 2024). Net income: JP¥4.49b (up 24% from FY 2024). Profit margin: 1.8% (up from 1.5% in FY 2024). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 13Toho Co., Ltd., Annual General Meeting, Apr 23, 2025Toho Co., Ltd., Annual General Meeting, Apr 23, 2025.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 24 April 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
分析記事 • Jan 17Toho's (TSE:8142) Dividend Will Be ¥55.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥55.00 per share on the 24th of...
お知らせ • Jan 17+ 1 more updateToho Co., Ltd. to Report Q3, 2026 Results on Dec 11, 2025Toho Co., Ltd. announced that they will report Q3, 2026 results on Dec 11, 2025
分析記事 • Dec 24Toho (TSE:8142) Will Pay A Dividend Of ¥55.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥55.00 per share on the 24th of...
Reported Earnings • Dec 13Third quarter 2025 earnings released: EPS: JP¥95.48 (vs JP¥138 in 3Q 2024)Third quarter 2025 results: EPS: JP¥95.48 (down from JP¥138 in 3Q 2024). Revenue: JP¥60.7b (down 2.4% from 3Q 2024). Net income: JP¥1.03b (down 31% from 3Q 2024). Profit margin: 1.7% (down from 2.4% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 10Toho (TSE:8142) Is Paying Out A Dividend Of ¥55.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥55.00 per share on the 24th of...
分析記事 • Oct 19Toho (TSE:8142) Has Announced A Dividend Of ¥55.00Toho Co., Ltd.'s ( TSE:8142 ) investors are due to receive a payment of ¥55.00 per share on 24th of April. This means...
Declared Dividend • Oct 19First half dividend of JP¥55.00 announcedDividend of JP¥55.00 is the same as last year. Ex-date: 30th January 2025 Payment date: 24th April 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Sep 12Toho (TSE:8142) Has Announced A Dividend Of ¥55.00Toho Co., Ltd. ( TSE:8142 ) will pay a dividend of ¥55.00 on the 24th of April. Based on this payment, the dividend...
Declared Dividend • Sep 12First half dividend of JP¥55.00 announcedDividend of JP¥55.00 is the same as last year. Ex-date: 30th January 2025 Payment date: 24th April 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 11Second quarter 2025 earnings released: EPS: JP¥112 (vs JP¥87.85 in 2Q 2024)Second quarter 2025 results: EPS: JP¥112 (up from JP¥87.85 in 2Q 2024). Revenue: JP¥59.7b (down 1.1% from 2Q 2024). Net income: JP¥1.21b (up 28% from 2Q 2024). Profit margin: 2.0% (up from 1.6% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 12Benign Growth For Toho Co., Ltd. (TSE:8142) Underpins Stock's 32% PlummetToho Co., Ltd. ( TSE:8142 ) shares have had a horrible month, losing 32% after a relatively good period beforehand...
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 8.2% 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 (8.2% average weekly change). Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥2,355, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 69% over the past three years.
分析記事 • Jul 27Toho (TSE:8142) Has Announced A Dividend Of ¥55.00The board of Toho Co., Ltd. ( TSE:8142 ) has announced that it will pay a dividend of ¥55.00 per share on the 18th of...
Upcoming Dividend • Jul 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 18 October 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).
分析記事 • Jun 27Toho Co., Ltd. (TSE:8142) Surges 28% Yet Its Low P/E Is No Reason For ExcitementThe Toho Co., Ltd. ( TSE:8142 ) share price has done very well over the last month, posting an excellent gain of 28...
お知らせ • Jun 19+ 2 more updatesToho Co., Ltd. Provides Dividend Guidance for the Fiscal First Half Ending July 31, 2024Toho Co., Ltd. provided dividend guidance for the fiscal first half ending July 31, 2024. The company expects to pay dividend of JPY 55 per share against JPY 35.00 per share a year ago.
Reported Earnings • Jun 17First quarter 2025 earnings released: EPS: JP¥99.66 (vs JP¥77.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥99.66 (up from JP¥77.26 in 1Q 2024). Revenue: JP¥61.5b (up 4.9% from 1Q 2024). Net income: JP¥1.07b (up 29% from 1Q 2024). Profit margin: 1.7% (up from 1.4% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,600, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 138% over the past three years.
分析記事 • May 26Toho's (TSE:8142) Dividend Will Be ¥55.00Toho Co., Ltd. ( TSE:8142 ) will pay a dividend of ¥55.00 on the 18th of October. This takes the dividend yield to...
Declared Dividend • May 25Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th July 2024 Payment date: 18th October 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 34% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • May 05We Think Toho's (TSE:8142) Robust Earnings Are ConservativeEven though Toho Co., Ltd.'s ( TSE:8142 ) recent earnings release was robust, the market didn't seem to notice...
お知らせ • Mar 13Toho Co., Ltd., Annual General Meeting, Apr 23, 2024Toho Co., Ltd., Annual General Meeting, Apr 23, 2024.
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: JP¥335 (vs JP¥93.52 in FY 2023)Full year 2024 results: EPS: JP¥335 (up from JP¥93.52 in FY 2023). Revenue: JP¥244.9b (up 14% from FY 2023). Net income: JP¥3.61b (up 258% from FY 2023). Profit margin: 1.5% (up from 0.5% in FY 2023). Over the last 3 years on average, earnings per share has increased by 109% 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 • Jan 26Toho Co., Ltd. (TSE:8142) completed the acquisition of an additional 42.23% stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥17 billionToho Co., Ltd. (TSE:8142) made an offer to acquire stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥6720 offer per share on December 6, 2023. SMBC Nikko Securities Inc. acted as Financial advisor and Nishimura & Asahi acted as legal advisor to Toho Co., Ltd. and Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as Financial advisor and Anderson Mori & Tomotsune LPC acted as legal advisor to Tokyo Rakutenchi Co.,Ltd. Transaction is expected to complete on January 24, 2024. Toho Co., Ltd. (TSE:8142) completed the acquisition of an additional 42.23% stake in Tokyo Rakutenchi Co.,Ltd. (TSE:8842) for ¥17 billion on January 24, 2024.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥35.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
お知らせ • Jan 11+ 3 more updatesToho Co., Ltd. to Report Q3, 2025 Results on Dec 12, 2024Toho Co., Ltd. announced that they will report Q3, 2025 results on Dec 12, 2024
Reported Earnings • Dec 14Third quarter 2024 earnings released: EPS: JP¥138 (vs JP¥61.45 in 3Q 2023)Third quarter 2024 results: EPS: JP¥138 (up from JP¥61.45 in 3Q 2023). Revenue: JP¥62.2b (up 13% from 3Q 2023). Net income: JP¥1.49b (up 125% from 3Q 2023). Profit margin: 2.4% (up from 1.2% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 111% 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 • Dec 13+ 1 more updateToho Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2024Toho Co., Ltd. provided dividend guidance for the Fiscal year ending January 31, 2024 of JPY 35.00 per share, compared to JPY 25.00 per share paid a year ago.
Board Change • Oct 14Less 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. 4 non-independent directors. Independent Outside Director Hiroshi Harada was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 14Second quarter 2024 earnings released: EPS: JP¥87.85 (vs JP¥46.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥87.85 (up from JP¥46.30 in 2Q 2023). Revenue: JP¥60.3b (up 15% from 2Q 2023). Net income: JP¥945.0m (up 90% from 2Q 2023). Profit margin: 1.6% (up from 1.0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Sep 12Now 22% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥4,710, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,870, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 15x in the Consumer Retailing industry in Japan. Total returns to shareholders of 111% over the past three years.
Upcoming Dividend • Jul 21Upcoming dividend of JP¥30.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 18 October 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).
Buying Opportunity • Jun 26Now 22% undervaluedOver the last 90 days, the stock is up 40%. The fair value is estimated to be JP¥3,807, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.
New Risk • Jun 16New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Jun 13First quarter 2024 earnings released: EPS: JP¥77.26 (vs JP¥12.36 in 1Q 2023)First quarter 2024 results: EPS: JP¥77.26 (up from JP¥12.36 in 1Q 2023). Revenue: JP¥58.7b (up 22% from 1Q 2023). Net income: JP¥831.0m (up JP¥698.0m from 1Q 2023). Profit margin: 1.4% (up from 0.3% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥2,948, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 15x in the Consumer Retailing industry in Japan. Total returns to shareholders of 68% over the past three years.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,010, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 51% over the past three years.
Reported Earnings • Mar 11Full year 2023 earnings released: EPS: JP¥93.52 (vs JP¥31.14 in FY 2022)Full year 2023 results: EPS: JP¥93.52 (up from JP¥31.14 in FY 2022). Revenue: JP¥215.6b (up 14% from FY 2022). Net income: JP¥1.01b (up 200% from FY 2022). Profit margin: 0.5% (up from 0.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 72% 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 • Jan 28+ 3 more updatesToho Co., Ltd. to Report Fiscal Year 2023 Results on Mar 10, 2023Toho Co., Ltd. announced that they will report fiscal year 2023 results on Mar 10, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 20 April 2023. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Dec 14Third quarter 2023 earnings released: EPS: JP¥61.45 (vs JP¥37.19 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.45 (up from JP¥37.19 loss in 3Q 2022). Revenue: JP¥55.1b (up 23% from 3Q 2022). Net income: JP¥661.0m (up JP¥1.06b from 3Q 2022). Profit margin: 1.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. No independent directors (9 non-independent directors). External Director Hiroji Izumi was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Sep 11Second quarter 2023 earnings released: EPS: JP¥46.30 (vs JP¥76.88 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥46.30 (up from JP¥76.88 loss in 2Q 2022). Revenue: JP¥52.3b (up 19% from 2Q 2022). Net income: JP¥498.0m (up JP¥1.33b from 2Q 2022). Profit margin: 1.0% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 13First quarter 2023 earnings released: EPS: JP¥12.36 (vs JP¥5.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥12.36 (up from JP¥5.30 in 1Q 2022). Revenue: JP¥48.0b (up 4.7% from 1Q 2022). Net income: JP¥133.0m (up 133% from 1Q 2022). Profit margin: 0.3% (up from 0.1% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. No independent directors (10 non-independent directors). External Director Hiroji Izumi was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 12Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥31.14 (up from JP¥334 loss in FY 2021). Revenue: JP¥188.6b (up 1.3% from FY 2021). Net income: JP¥335.0m (up JP¥3.93b from FY 2021). Profit margin: 0.2% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
Reported Earnings • Dec 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥37.19 loss per share (down from JP¥29.93 loss in 3Q 2021). Revenue: JP¥44.8b (down 7.1% from 3Q 2021). Net loss: JP¥400.0m (loss widened 24% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 11Second quarter 2022 earnings released: JP¥76.88 loss per share (vs JP¥156 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥43.9b (up 3.7% from 2Q 2021). Net loss: JP¥827.0m (loss narrowed 51% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 13First quarter 2022 earnings released: EPS JP¥5.30 (vs JP¥94.64 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥45.9b (up 1.1% from 1Q 2021). Net income: JP¥57.0m (up JP¥1.08b from 1Q 2021). Profit margin: 0.1% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
