Okuwa（8217）株式概要株式会社オークワは日本国内で店舗を運営・管理している。 詳細8217 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績0/6財務の健全性4/6配当金2/6報酬当社が推定した公正価値より22.5%で取引されている 収益は年間64.27%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析3.22%の配当は利益で十分にカバーされていない すべてのリスクチェックを見る8217 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW480,575 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA480,575 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥807.0071.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b284b2016201920222025202620282031Revenue JP¥284.3bEarnings JP¥8.5bAdvancedSet Fair ValueView all narrativesOkuwa Co., Ltd. 競合他社UorikiSymbol: TSE:7596Market cap: JP¥32.0bEco'sLtdSymbol: TSE:7520Market cap: JP¥27.5bYamayaSymbol: TSE:9994Market cap: JP¥22.6bALBISLtdSymbol: TSE:7475Market cap: JP¥21.3b価格と性能株価の高値、安値、推移の概要Okuwa過去の株価現在の株価JP¥807.0052週高値JP¥1,006.0052週安値JP¥750.00ベータ0.221ヶ月の変化4.53%3ヶ月変化3.86%1年変化-14.87%3年間の変化-4.95%5年間の変化-26.84%IPOからの変化-48.79%最新ニュースReported Earnings • Jun 27First quarter 2027 earnings released: JP¥6.59 loss per share (vs JP¥0.12 profit in 1Q 2026)First quarter 2027 results: JP¥6.59 loss per share (down from JP¥0.12 profit in 1Q 2026). Revenue: JP¥59.7b (flat on 1Q 2026). Net loss: JP¥268.0m (down JP¥273.0m from profit in 1Q 2026). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Declared Dividend • Jun 17Final dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th August 2026 Payment date: 15th October 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (57% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time.Major Estimate Revision • May 21Consensus EPS estimates fall by 45%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥264.9b to JP¥256.6b. EPS estimate also fell from JP¥10.30 per share to JP¥5.70 per share. Net income forecast to shrink 13% next year vs 4.1% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥900 to JP¥800. Share price was steady at JP¥779 over the past week.分析記事 • Apr 13Solid Earnings Reflect Okuwa's (TSE:8217) Strength As A BusinessOkuwa Co., Ltd. ( TSE:8217 ) just reported healthy earnings but the stock price didn't move much. Investors are...Reported Earnings • Apr 07Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥6.43 (up from JP¥55.87 loss in FY 2025). Revenue: JP¥252.7b (up 1.0% from FY 2025). Net income: JP¥264.0m (up JP¥2.65b from FY 2025). Profit margin: 0.1% (up from net loss in FY 2025). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.New Risk • Apr 07New major risk - Revenue and earnings growthEarnings have declined by 69% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 69% per year over the past 5 years.最新情報をもっと見るRecent updatesReported Earnings • Jun 27First quarter 2027 earnings released: JP¥6.59 loss per share (vs JP¥0.12 profit in 1Q 2026)First quarter 2027 results: JP¥6.59 loss per share (down from JP¥0.12 profit in 1Q 2026). Revenue: JP¥59.7b (flat on 1Q 2026). Net loss: JP¥268.0m (down JP¥273.0m from profit in 1Q 2026). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Declared Dividend • Jun 17Final dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th August 2026 Payment date: 15th October 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (57% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time.Major Estimate Revision • May 21Consensus EPS estimates fall by 45%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥264.9b to JP¥256.6b. EPS estimate also fell from JP¥10.30 per share to JP¥5.70 per share. Net income forecast to shrink 13% next year vs 4.1% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥900 to JP¥800. Share price was steady at JP¥779 over the past week.分析記事 • Apr 13Solid Earnings Reflect Okuwa's (TSE:8217) Strength As A BusinessOkuwa Co., Ltd. ( TSE:8217 ) just reported healthy earnings but the stock price didn't move much. Investors are...Reported Earnings • Apr 07Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥6.43 (up from JP¥55.87 loss in FY 2025). Revenue: JP¥252.7b (up 1.0% from FY 2025). Net income: JP¥264.0m (up JP¥2.65b from FY 2025). Profit margin: 0.1% (up from net loss in FY 2025). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.New Risk • Apr 07New major risk - Revenue and earnings growthEarnings have declined by 69% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 69% per year over the past 5 years.お知らせ • Apr 06Okuwa Co., Ltd., Annual General Meeting, May 15, 2026Okuwa Co., Ltd., Annual General Meeting, May 15, 2026.お知らせ • Apr 02Okuwa Co., Ltd. to Report Fiscal Year 2026 Results on Apr 06, 2026Okuwa Co., Ltd. announced that they will report fiscal year 2026 results on Apr 06, 2026Upcoming Dividend • Feb 12Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 14 May 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).Reported Earnings • Dec 27Third quarter 2026 earnings released: JP¥1.45 loss per share (vs JP¥4.78 loss in 3Q 2025)Third quarter 2026 results: JP¥1.45 loss per share (improved from JP¥4.78 loss in 3Q 2025). Revenue: JP¥62.0b (up 1.4% from 3Q 2025). Net loss: JP¥59.0m (loss narrowed 71% from 3Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.分析記事 • Nov 03Okuwa (TSE:8217) Is Due To Pay A Dividend Of ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) will pay a dividend of ¥13.00 on the 14th of May. This makes the dividend yield 3.1...お知らせ • Nov 03Okuwa Co., Ltd. to Report Q3, 2026 Results on Dec 26, 2025Okuwa Co., Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025分析記事 • Oct 16Okuwa (TSE:8217) Is Paying Out A Dividend Of ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend of ¥13.00 per share on the 14th of May. This...Declared Dividend • Oct 16First half dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th February 2026 Payment date: 14th May 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time.分析記事 • Oct 06Here's Why Okuwa (TSE:8217) Has A Meaningful Debt BurdenLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Oct 02Second quarter 2026 earnings released: EPS: JP¥5.91 (vs JP¥3.33 in 2Q 2025)Second quarter 2026 results: EPS: JP¥5.91 (up from JP¥3.33 in 2Q 2025). Revenue: JP¥64.4b (flat on 2Q 2025). Net income: JP¥243.0m (up 70% from 2Q 2025). Profit margin: 0.4% (up from 0.2% in 2Q 2025). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Aug 12Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 19 August 2025. Payment date: 16 October 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).分析記事 • Aug 03Okuwa's (TSE:8217) Dividend Will Be ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend on the 16th of October, with...お知らせ • Jul 26Okuwa Co., Ltd. to Report Q2, 2026 Results on Sep 30, 2025Okuwa Co., Ltd. announced that they will report Q2, 2026 results on Sep 30, 2025分析記事 • Jul 19Okuwa (TSE:8217) Has Announced A Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend on the 16th of October, with...分析記事 • Jul 05Okuwa (TSE:8217) Is Due To Pay A Dividend Of ¥13.00Okuwa Co., Ltd.'s ( TSE:8217 ) investors are due to receive a payment of ¥13.00 per share on 16th of October. This...Reported Earnings • Jun 29First quarter 2026 earnings released: EPS: JP¥0.12 (vs JP¥1.28 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥0.12 (up from JP¥1.28 loss in 1Q 2025). Revenue: JP¥60.0b (up 2.3% from 1Q 2025). Net income: JP¥5.00m (up JP¥61.0m from 1Q 2025). Profit margin: 0% (up from net loss in 1Q 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.お知らせ • Jun 29+ 1 more updateOkuwa Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Year Ending February, 2026Okuwa Co., Ltd. provided consolidated earnings guidance for the first half and full year of fiscal year ending February 2026. For the first half, the company expects Operating revenues of JPY 126,500 million, operating profit of JPY 300 million, profit attributable to owners of parent of JPY 100 million and basic earnings per share of JPY 2.40. For the full year, the company expects operating income of JPY 259,000 million, operating profit of JPY 2,100 million, profit attributable to owners of parent of JPY 800 million and basic earnings per share of JPY 19.22.分析記事 • Jun 21Okuwa (TSE:8217) Has Announced A Dividend Of ¥13.00Okuwa Co., Ltd.'s ( TSE:8217 ) investors are due to receive a payment of ¥13.00 per share on 16th of October. This...Declared Dividend • Jun 21Final dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th August 2025 Payment date: 16th October 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time.お知らせ • Apr 29Okuwa Co., Ltd. to Report Q1, 2026 Results on Jun 27, 2025Okuwa Co., Ltd. announced that they will report Q1, 2026 results on Jun 27, 2025Reported Earnings • Apr 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: JP¥55.87 loss per share (down from JP¥22.79 profit in FY 2024). Revenue: JP¥250.2b (up 1.1% from FY 2024). Net loss: JP¥2.38b (down 338% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Apr 01Okuwa Co., Ltd., Annual General Meeting, May 13, 2025Okuwa Co., Ltd., Annual General Meeting, May 13, 2025.お知らせ • Mar 25Okuwa Co., Ltd. (TSE:8217) announces an Equity Buyback for 1,400,000 shares, representing 3.35% for ¥1,000 million.Okuwa Co., Ltd. (TSE:8217) announces a share repurchase program. Under the program, the company will repurchase up to 1,400,000 shares, representing 3.35% of its total shares outstanding excluding treasury shares, for a total of ¥1,000 million. The purpose of repurchase program is to increase the shareholder value. The repurchase program is valid till April 1, 2026. As of February 20, 2025, the company had 41,743,060 shares outstanding excluding treasury shares and had 194,237 shares in treasury.Upcoming Dividend • Feb 12Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 19 February 2025. Payment date: 16 May 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).分析記事 • Feb 03Okuwa (TSE:8217) Has Affirmed Its Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend on the 16th of May, with investors...お知らせ • Feb 03Okuwa Co., Ltd. to Report Fiscal Year 2025 Results on Apr 01, 2025Okuwa Co., Ltd. announced that they will report fiscal year 2025 results on Apr 01, 2025分析記事 • Dec 30Okuwa (TSE:8217) Is Paying Out A Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend of ¥13.00 per share on the 16th of...Reported Earnings • Dec 28Third quarter 2025 earnings released: JP¥4.78 loss per share (vs JP¥5.99 profit in 3Q 2024)Third quarter 2025 results: JP¥4.78 loss per share (down from JP¥5.99 profit in 3Q 2024). Revenue: JP¥61.2b (flat on 3Q 2024). Net loss: JP¥201.0m (down 176% from profit in 3Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. 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 2% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Dec 13Consensus EPS estimates fall by 55%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥255.9b to JP¥250.5b. EPS estimate also fell from JP¥28.10 per share to JP¥12.70 per share. Net income forecast to shrink 16% next year vs 11% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥850 unchanged from last update. Share price fell 2.4% to JP¥914 over the past week.分析記事 • Oct 31Okuwa (TSE:8217) Has Announced A Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend on the 16th of May, with investors...お知らせ • Oct 27Okuwa Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024Okuwa Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024分析記事 • Oct 17Okuwa (TSE:8217) Has Announced A Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend of ¥13.00 per share on the 16th of...Declared Dividend • Oct 17First half dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th February 2025 Payment date: 16th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (247% earnings payout ratio) nor is it covered by cash flows (dividend approximately 40x free cash flows). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 175% to bring the payout ratio under control. EPS is expected to grow by 92% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.分析記事 • Oct 09We Think Okuwa's (TSE:8217) Solid Earnings Are UnderstatedOkuwa Co., Ltd.'s ( TSE:8217 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...分析記事 • Oct 03Okuwa (TSE:8217) Has Affirmed Its Dividend Of ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) will pay a dividend of ¥13.00 on the 16th of May. This means the annual payment is 2.8% of...Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥3.33 (vs JP¥10.12 in 2Q 2024)Second quarter 2025 results: EPS: JP¥3.33 (down from JP¥10.12 in 2Q 2024). Revenue: JP¥63.9b (flat on 2Q 2024). Net income: JP¥143.0m (down 68% from 2Q 2024). Profit margin: 0.2% (down from 0.7% in 2Q 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Aug 12Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 18 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.8%).分析記事 • Aug 06Okuwa (TSE:8217) Has Announced A Dividend Of ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend of ¥13.00 per share on the 18th of October. The...お知らせ • Jul 31Okuwa Co., Ltd. to Report Q2, 2025 Results on Oct 01, 2024Okuwa Co., Ltd. announced that they will report Q2, 2025 results on Oct 01, 2024分析記事 • Jul 22Okuwa's (TSE:8217) Dividend Will Be ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) will pay a dividend of ¥13.00 on the 18th of October. The dividend yield will be 3.0...分析記事 • Jul 03Okuwa (TSE:8217) Is Paying Out A Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend on the 18th of October, with...お知らせ • Jul 03Okuwa Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Year Ending February 20, 2025Okuwa Co., Ltd. provided consolidated earnings guidance for the first half and full year of fiscal year ending February 20, 2025. For the first half, the company expects operating income of JPY 126,500 million, operating profit of JPY 1,050 million, profit attributable to owners of parent of JPY 500 million and basic earnings per share of JPY 11.44. For the full year, the company expects operating income of JPY 259,000 million, operating profit of JPY 3,500 million, profit attributable to owners of parent of JPY 1,200 million and basic earnings per share of JPY 27.46.Reported Earnings • Jun 28First quarter 2025 earnings released: JP¥1.28 loss per share (vs JP¥1.03 loss in 1Q 2024)First quarter 2025 results: JP¥1.28 loss per share (further deteriorated from JP¥1.03 loss in 1Q 2024). Revenue: JP¥58.7b (flat on 1Q 2024). Net loss: JP¥56.0m (loss widened 24% from 1Q 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.分析記事 • Jun 06Okuwa (TSE:8217) Is Due To Pay A Dividend Of ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend of ¥13.00 per share on the 18th of October...Declared Dividend • Jun 06Final dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th August 2024 Payment date: 18th October 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (143% earnings payout ratio). However, it is covered by cash flows (58% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 59% to bring the payout ratio under control. EPS is expected to grow by 47% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Apr 29Okuwa Co., Ltd. to Report Q1, 2025 Results on Jun 27, 2024Okuwa Co., Ltd. announced that they will report Q1, 2025 results on Jun 27, 2024分析記事 • Apr 09Okuwa's (TSE:8217) Solid Earnings Have Been Accounted For ConservativelyOkuwa Co., Ltd.'s ( TSE:8217 ) solid earnings announcement recently didn't do much to the stock price. We did some...お知らせ • Apr 04Okuwa Co., Ltd., Annual General Meeting, May 15, 2024Okuwa Co., Ltd., Annual General Meeting, May 15, 2024.Reported Earnings • Apr 03Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥22.79 (up from JP¥21.15 in FY 2023). Revenue: JP¥247.4b (flat on FY 2023). Net income: JP¥1.00b (up 7.8% from FY 2023). Profit margin: 0.4% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥992, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Consumer Retailing industry in Japan. Total loss to shareholders of 11% over the past three years.分析記事 • Mar 27Okuwa Co., Ltd.'s (TSE:8217) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 51.3x Okuwa Co., Ltd. ( TSE:8217 ) may be sending very bearish signals at...お知らせ • Mar 27Okuwa Co., Ltd. (TSE:8217) announces an Equity Buyback for 2,200,000 shares, representing 5.01% for ¥2,000 million.Okuwa Co., Ltd. (TSE:8217) announces a share repurchase program. Under the program, the company will repurchase up to 2,200,000 shares, representing 5.01% of its total shares outstanding excluding treasury shares, for a total of ¥2,000 million. The purpose of repurchase program is to increase the shareholder value. The repurchase program is valid till April 2, 2025. As of February 20, 2024, the company had 43,892,066 shares outstanding excluding treasury shares and had 1,345,231 shares in treasury.Upcoming Dividend • Feb 12Upcoming dividend of JP¥13.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 17 May 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).お知らせ • Jan 12Okuwa Co., Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending February 20, 2024 and Provides Dividend Guidance for the Fiscal Year Ending February 20, 2024Okuwa Co., Ltd. announced the dividend of JPY 13.00 per share for the second quarter of Fiscal year ending February 20, 2024 against JPY 13.00 per share a year ago.The Company provided dividend guidance for the Fiscal year ending February 20, 2024. For the year, the company expects dividend of JPY 13.00 per share against JPY 13.00 per share a year ago.Reported Earnings • Dec 28Third quarter 2024 earnings released: EPS: JP¥5.99 (vs JP¥3.62 in 3Q 2023)Third quarter 2024 results: EPS: JP¥5.99 (up from JP¥3.62 in 3Q 2023). Revenue: JP¥61.1b (flat on 3Q 2023). Net income: JP¥263.0m (up 65% from 3Q 2023). Profit margin: 0.4% (up from 0.3% in 3Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Major Estimate Revision • Nov 03Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥23.92 to JP¥27.80. Revenue forecast steady at JP¥249.4b. Net income forecast to grow 76% next year vs 9.9% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥850 unchanged from last update. Share price was steady at JP¥844 over the past week.お知らせ • Nov 01Okuwa Co., Ltd. to Report Q3, 2024 Results on Dec 27, 2023Okuwa Co., Ltd. announced that they will report Q3, 2024 results on Dec 27, 2023Reported Earnings • Oct 05Second quarter 2024 earnings released: EPS: JP¥10.12 (vs JP¥9.85 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.12 (up from JP¥9.85 in 2Q 2023). Revenue: JP¥63.3b (up 1.2% from 2Q 2023). Net income: JP¥444.0m (up 2.8% from 2Q 2023). Profit margin: 0.7% (in line with 2Q 2023). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Aug 10Upcoming dividend of JP¥13.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 18 October 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).お知らせ • Jul 31Okuwa Co., Ltd. to Report Q2, 2024 Results on Oct 03, 2023Okuwa Co., Ltd. announced that they will report Q2, 2024 results on Oct 03, 2023Reported Earnings • Jun 27First quarter 2024 earnings released: JP¥1.03 loss per share (vs JP¥4.63 profit in 1Q 2023)First quarter 2024 results: JP¥1.03 loss per share (down from JP¥4.63 profit in 1Q 2023). Revenue: JP¥58.2b (flat on 1Q 2023). Net loss: JP¥45.0m (down 122% from profit in 1Q 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Apr 11Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥34.19 to JP¥23.93 per share. Revenue forecast steady at JP¥250.0b. Net income forecast to grow 13% next year vs 8.4% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥900 to JP¥850. Share price was steady at JP¥844 over the past week.Reported Earnings • Apr 04Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥21.15 (down from JP¥34.73 in FY 2022). Revenue: JP¥246.9b (down 7.4% from FY 2022). Net income: JP¥928.0m (down 39% from FY 2022). Profit margin: 0.4% (down from 0.6% in FY 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.3%. Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Consumer Retailing industry in Japan. 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 20% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Feb 10Upcoming dividend of JP¥13.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 15 May 2023. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).お知らせ • Jan 29Okuwa Co., Ltd. to Report Q4, 2023 Results on Apr 03, 2023Okuwa Co., Ltd. announced that they will report Q4, 2023 results on Apr 03, 2023お知らせ • Jan 10+ 1 more updateOkuwa Co., Ltd. Provides Dividend Guidance for the Year Ending February 20, 2023Okuwa Co., Ltd. provided dividend guidance for the year ending February 20, 2023. For the fiscal year ending February 20, 2023, Company expects to pay year end dividend of JPY 13.00 per share.Reported Earnings • Dec 28Third quarter 2023 earnings released: EPS: JP¥3.62 (vs JP¥9.60 in 3Q 2022)Third quarter 2023 results: EPS: JP¥3.62 (down from JP¥9.60 in 3Q 2022). Revenue: JP¥60.9b (down 6.6% from 3Q 2022). Net income: JP¥159.0m (down 62% from 3Q 2022). Profit margin: 0.3% (down from 0.6% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.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. 5 experienced directors. 7 highly experienced directors. No independent directors (11 non-independent directors). MD, Exec. Officer, GM of Food Div., Head of Logistics Business & Quality Mgmt. Office & Director Shozo Yoshida was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Major Estimate Revision • Oct 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥30.77 to JP¥20.51 per share. Revenue forecast steady at JP¥244.0b. Net income forecast to grow 67% next year vs 7.3% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥900 unchanged from last update. Share price rose 2.2% to JP¥925 over the past week.お知らせ • Oct 11+ 1 more updateOkuwa Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 20, 2023Okuwa Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 20, 2023. for the period, Company expects Operating income of JPY 245,500 million, Operating profit of JPY 3,700 million, Profit attributable to owners of parent of JPY 1,100 million and basic earnings per share of JPY 25.07.Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: JP¥9.85 (vs JP¥20.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.85 (down from JP¥20.46 in 2Q 2022). Revenue: JP¥62.5b (down 8.9% from 2Q 2022). Net income: JP¥432.0m (down 52% from 2Q 2022). Profit margin: 0.7% (down from 1.3% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 11Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 19 October 2022. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).お知らせ • Aug 04Okuwa Co., Ltd. to Report Q2, 2023 Results on Oct 03, 2022Okuwa Co., Ltd. announced that they will report Q2, 2023 results on Oct 03, 2022Major Estimate Revision • Jul 04Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥248.0b to JP¥245.0b. EPS estimate also fell from JP¥37.63 per share to JP¥30.77 per share. Net income forecast to grow 25% next year vs 7.6% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥950 to JP¥900. Share price fell 4.4% to JP¥840 over the past week.お知らせ • Jun 30+ 1 more updateOkuwa Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Fiscal Year Ending February 20, 2023Okuwa Co., Ltd. provided consolidated earnings guidance for the first half and fiscal year ending February 20, 2023. For the first half, the company expects operating income of JPY 125,000 million, operating profit of JPY 2,000 million, profit attributable to owners of parent of JPY 1,000 million and basic earnings per share of JPY 22.80. For the year, the company expects operating income of JPY 252,000 million, operating profit of JPY 5,400 million, profit attributable to owners of parent of JPY 2,050 million and basic earnings per share of JPY 46.75.Reported Earnings • Jun 29First quarter 2023 earnings released: EPS: JP¥4.63 (vs JP¥12.57 in 1Q 2022)First quarter 2023 results: EPS: JP¥4.63 (down from JP¥12.57 in 1Q 2022). Revenue: JP¥58.1b (down 9.7% from 1Q 2022). Net income: JP¥203.0m (down 63% from 1Q 2022). Profit margin: 0.3% (down from 0.9% in 1Q 2022). Over the next year, revenue is expected to shrink by 4.4% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • May 15Okuwa Co., Ltd. to Report Q1, 2023 Results on Jun 27, 2022Okuwa Co., Ltd. announced that they will report Q1, 2023 results on Jun 27, 2022Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (11 non-independent directors). MD, Exec. Officer, GM of Food Div., Head of Logistics Business & Quality Mgmt. Office & Director Shozo Yoshida was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 11+ 1 more updateOkuwa Co., Ltd. Provides Dividend Guidance for the Second Quarter End and Fiscal Year Ended February 20, 2023Okuwa Co., Ltd. provided dividend guidance for the second quarter end and fiscal year ended February 20, 2023. For the second quarter end, the company expects dividend of JPY 13.00 per share against JPY 13.00 per share paid a year ago. For the year, the company expects dividend of JPY 13.00 per share against JPY 13.00 per share paid a year ago.Major Estimate Revision • Apr 11Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥265.0b to JP¥248.0b. EPS estimate also fell from JP¥64.99 per share to JP¥37.63 per share. Net income forecast to grow 8.3% next year vs 9.4% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,000 to JP¥950. Share price fell 5.3% to JP¥872 over the past week.お知らせ • Apr 08Okuwa Co., Ltd., Annual General Meeting, May 12, 2022Okuwa Co., Ltd., Annual General Meeting, May 12, 2022.Reported Earnings • Apr 06Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥34.73 (down from JP¥86.37 in FY 2021). Revenue: JP¥266.5b (down 4.5% from FY 2021). Net income: JP¥1.52b (down 60% from FY 2021). Profit margin: 0.6% (down from 1.4% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Over the next year, revenue is forecast to stay flat compared to a 15% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Feb 10Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 17 February 2022. Payment date: 14 May 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).お知らせ • Jan 30Okuwa Co., Ltd. to Report Q4, 2022 Results on Apr 04, 2022Okuwa Co., Ltd. announced that they will report Q4, 2022 results on Apr 04, 2022Reported Earnings • Dec 28Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥9.60 (down from JP¥9.63 in 3Q 2021). Revenue: JP¥65.2b (down 3.2% from 3Q 2021). Net income: JP¥421.0m (flat on 3Q 2021). Profit margin: 0.6% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Over the next year, revenue is forecast to stay flat compared to a 27% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 05Second quarter 2022 earnings released: EPS JP¥20.46 (vs JP¥27.74 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥68.6b (down 3.8% from 2Q 2021). Net income: JP¥897.0m (down 26% from 2Q 2021). Profit margin: 1.3% (down from 1.7% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 12Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 20 October 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.5%).株主還元8217JP Consumer RetailingJP 市場7D1.0%0.9%-0.4%1Y-14.9%-7.9%34.5%株主還元を見る業界別リターン: 8217過去 1 年間で-7.9 % の収益を上げたJP Consumer Retailing業界を下回りました。リターン対市場: 8217は、過去 1 年間で34.5 % のリターンを上げたJP市場を下回りました。価格変動Is 8217's price volatile compared to industry and market?8217 volatility8217 Average Weekly Movement2.0%Consumer Retailing Industry Average Movement3.2%Market Average Movement4.3%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.2%安定した株価: 8217 、 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: 8217の 週次ボラティリティ ( 2% ) 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19382,068Hirotsugu Okuwawww.okuwa.net株式会社オークワは日本で店舗を運営・管理している。食品、酒類、米、家庭用品、家具、インテリア、DIY、レジャー用品、スポーツ用品、家電製品、化粧品、医薬品、衣料品などを扱う。オンラインショッピング事業も展開している。株式会社オークワは1938年に設立され、和歌山に本社を置く。もっと見るOkuwa Co., Ltd. 基礎のまとめOkuwa の収益と売上を時価総額と比較するとどうか。8217 基礎統計学時価総額JP¥32.83b収益（TTM）-JP¥9.00m売上高(TTM)JP¥252.32b0.1xP/Sレシオ-3,648xPER（株価収益率8217 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8217 損益計算書（TTM）収益JP¥252.32b売上原価JP¥172.98b売上総利益JP¥79.34bその他の費用JP¥79.35b収益-JP¥9.00m直近の収益報告May 20, 2026次回決算日該当なし一株当たり利益（EPS）-0.22グロス・マージン31.44%純利益率-0.0036%有利子負債／自己資本比率28.3%8217 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3.2%現在の配当利回り-11,787%配当性向8217 配当は確実ですか？8217 配当履歴とベンチマークを見る8217 、いつまでに購入すれば配当金を受け取れますか？Okuwa 配当日配当落ち日Aug 19 2026配当支払日Oct 15 2026配当落ちまでの日数16 days配当支払日までの日数73 days8217 配当は確実ですか？8217 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2026/08/01 21:07終値2026/07/31 00:00収益2026/05/20年間収益2026/02/20データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Okuwa Co., Ltd. 1 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。2 アナリスト機関Emiri ShigeokaDaiwa Securities Co. Ltd.Kumio TomonagaJ.P. Morgan
Reported Earnings • Jun 27First quarter 2027 earnings released: JP¥6.59 loss per share (vs JP¥0.12 profit in 1Q 2026)First quarter 2027 results: JP¥6.59 loss per share (down from JP¥0.12 profit in 1Q 2026). Revenue: JP¥59.7b (flat on 1Q 2026). Net loss: JP¥268.0m (down JP¥273.0m from profit in 1Q 2026). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Declared Dividend • Jun 17Final dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th August 2026 Payment date: 15th October 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (57% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time.
Major Estimate Revision • May 21Consensus EPS estimates fall by 45%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥264.9b to JP¥256.6b. EPS estimate also fell from JP¥10.30 per share to JP¥5.70 per share. Net income forecast to shrink 13% next year vs 4.1% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥900 to JP¥800. Share price was steady at JP¥779 over the past week.
分析記事 • Apr 13Solid Earnings Reflect Okuwa's (TSE:8217) Strength As A BusinessOkuwa Co., Ltd. ( TSE:8217 ) just reported healthy earnings but the stock price didn't move much. Investors are...
Reported Earnings • Apr 07Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥6.43 (up from JP¥55.87 loss in FY 2025). Revenue: JP¥252.7b (up 1.0% from FY 2025). Net income: JP¥264.0m (up JP¥2.65b from FY 2025). Profit margin: 0.1% (up from net loss in FY 2025). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
New Risk • Apr 07New major risk - Revenue and earnings growthEarnings have declined by 69% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 69% per year over the past 5 years.
Reported Earnings • Jun 27First quarter 2027 earnings released: JP¥6.59 loss per share (vs JP¥0.12 profit in 1Q 2026)First quarter 2027 results: JP¥6.59 loss per share (down from JP¥0.12 profit in 1Q 2026). Revenue: JP¥59.7b (flat on 1Q 2026). Net loss: JP¥268.0m (down JP¥273.0m from profit in 1Q 2026). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Declared Dividend • Jun 17Final dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th August 2026 Payment date: 15th October 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (57% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time.
Major Estimate Revision • May 21Consensus EPS estimates fall by 45%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥264.9b to JP¥256.6b. EPS estimate also fell from JP¥10.30 per share to JP¥5.70 per share. Net income forecast to shrink 13% next year vs 4.1% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥900 to JP¥800. Share price was steady at JP¥779 over the past week.
分析記事 • Apr 13Solid Earnings Reflect Okuwa's (TSE:8217) Strength As A BusinessOkuwa Co., Ltd. ( TSE:8217 ) just reported healthy earnings but the stock price didn't move much. Investors are...
Reported Earnings • Apr 07Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥6.43 (up from JP¥55.87 loss in FY 2025). Revenue: JP¥252.7b (up 1.0% from FY 2025). Net income: JP¥264.0m (up JP¥2.65b from FY 2025). Profit margin: 0.1% (up from net loss in FY 2025). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
New Risk • Apr 07New major risk - Revenue and earnings growthEarnings have declined by 69% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 69% per year over the past 5 years.
お知らせ • Apr 06Okuwa Co., Ltd., Annual General Meeting, May 15, 2026Okuwa Co., Ltd., Annual General Meeting, May 15, 2026.
お知らせ • Apr 02Okuwa Co., Ltd. to Report Fiscal Year 2026 Results on Apr 06, 2026Okuwa Co., Ltd. announced that they will report fiscal year 2026 results on Apr 06, 2026
Upcoming Dividend • Feb 12Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 14 May 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
Reported Earnings • Dec 27Third quarter 2026 earnings released: JP¥1.45 loss per share (vs JP¥4.78 loss in 3Q 2025)Third quarter 2026 results: JP¥1.45 loss per share (improved from JP¥4.78 loss in 3Q 2025). Revenue: JP¥62.0b (up 1.4% from 3Q 2025). Net loss: JP¥59.0m (loss narrowed 71% from 3Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 03Okuwa (TSE:8217) Is Due To Pay A Dividend Of ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) will pay a dividend of ¥13.00 on the 14th of May. This makes the dividend yield 3.1...
お知らせ • Nov 03Okuwa Co., Ltd. to Report Q3, 2026 Results on Dec 26, 2025Okuwa Co., Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025
分析記事 • Oct 16Okuwa (TSE:8217) Is Paying Out A Dividend Of ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend of ¥13.00 per share on the 14th of May. This...
Declared Dividend • Oct 16First half dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th February 2026 Payment date: 14th May 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time.
分析記事 • Oct 06Here's Why Okuwa (TSE:8217) Has A Meaningful Debt BurdenLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Oct 02Second quarter 2026 earnings released: EPS: JP¥5.91 (vs JP¥3.33 in 2Q 2025)Second quarter 2026 results: EPS: JP¥5.91 (up from JP¥3.33 in 2Q 2025). Revenue: JP¥64.4b (flat on 2Q 2025). Net income: JP¥243.0m (up 70% from 2Q 2025). Profit margin: 0.4% (up from 0.2% in 2Q 2025). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Aug 12Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 19 August 2025. Payment date: 16 October 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
分析記事 • Aug 03Okuwa's (TSE:8217) Dividend Will Be ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend on the 16th of October, with...
お知らせ • Jul 26Okuwa Co., Ltd. to Report Q2, 2026 Results on Sep 30, 2025Okuwa Co., Ltd. announced that they will report Q2, 2026 results on Sep 30, 2025
分析記事 • Jul 19Okuwa (TSE:8217) Has Announced A Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend on the 16th of October, with...
分析記事 • Jul 05Okuwa (TSE:8217) Is Due To Pay A Dividend Of ¥13.00Okuwa Co., Ltd.'s ( TSE:8217 ) investors are due to receive a payment of ¥13.00 per share on 16th of October. This...
Reported Earnings • Jun 29First quarter 2026 earnings released: EPS: JP¥0.12 (vs JP¥1.28 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥0.12 (up from JP¥1.28 loss in 1Q 2025). Revenue: JP¥60.0b (up 2.3% from 1Q 2025). Net income: JP¥5.00m (up JP¥61.0m from 1Q 2025). Profit margin: 0% (up from net loss in 1Q 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 29+ 1 more updateOkuwa Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Year Ending February, 2026Okuwa Co., Ltd. provided consolidated earnings guidance for the first half and full year of fiscal year ending February 2026. For the first half, the company expects Operating revenues of JPY 126,500 million, operating profit of JPY 300 million, profit attributable to owners of parent of JPY 100 million and basic earnings per share of JPY 2.40. For the full year, the company expects operating income of JPY 259,000 million, operating profit of JPY 2,100 million, profit attributable to owners of parent of JPY 800 million and basic earnings per share of JPY 19.22.
分析記事 • Jun 21Okuwa (TSE:8217) Has Announced A Dividend Of ¥13.00Okuwa Co., Ltd.'s ( TSE:8217 ) investors are due to receive a payment of ¥13.00 per share on 16th of October. This...
Declared Dividend • Jun 21Final dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th August 2025 Payment date: 16th October 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time.
お知らせ • Apr 29Okuwa Co., Ltd. to Report Q1, 2026 Results on Jun 27, 2025Okuwa Co., Ltd. announced that they will report Q1, 2026 results on Jun 27, 2025
Reported Earnings • Apr 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: JP¥55.87 loss per share (down from JP¥22.79 profit in FY 2024). Revenue: JP¥250.2b (up 1.1% from FY 2024). Net loss: JP¥2.38b (down 338% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 01Okuwa Co., Ltd., Annual General Meeting, May 13, 2025Okuwa Co., Ltd., Annual General Meeting, May 13, 2025.
お知らせ • Mar 25Okuwa Co., Ltd. (TSE:8217) announces an Equity Buyback for 1,400,000 shares, representing 3.35% for ¥1,000 million.Okuwa Co., Ltd. (TSE:8217) announces a share repurchase program. Under the program, the company will repurchase up to 1,400,000 shares, representing 3.35% of its total shares outstanding excluding treasury shares, for a total of ¥1,000 million. The purpose of repurchase program is to increase the shareholder value. The repurchase program is valid till April 1, 2026. As of February 20, 2025, the company had 41,743,060 shares outstanding excluding treasury shares and had 194,237 shares in treasury.
Upcoming Dividend • Feb 12Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 19 February 2025. Payment date: 16 May 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
分析記事 • Feb 03Okuwa (TSE:8217) Has Affirmed Its Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend on the 16th of May, with investors...
お知らせ • Feb 03Okuwa Co., Ltd. to Report Fiscal Year 2025 Results on Apr 01, 2025Okuwa Co., Ltd. announced that they will report fiscal year 2025 results on Apr 01, 2025
分析記事 • Dec 30Okuwa (TSE:8217) Is Paying Out A Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend of ¥13.00 per share on the 16th of...
Reported Earnings • Dec 28Third quarter 2025 earnings released: JP¥4.78 loss per share (vs JP¥5.99 profit in 3Q 2024)Third quarter 2025 results: JP¥4.78 loss per share (down from JP¥5.99 profit in 3Q 2024). Revenue: JP¥61.2b (flat on 3Q 2024). Net loss: JP¥201.0m (down 176% from profit in 3Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. 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 2% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Dec 13Consensus EPS estimates fall by 55%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥255.9b to JP¥250.5b. EPS estimate also fell from JP¥28.10 per share to JP¥12.70 per share. Net income forecast to shrink 16% next year vs 11% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥850 unchanged from last update. Share price fell 2.4% to JP¥914 over the past week.
分析記事 • Oct 31Okuwa (TSE:8217) Has Announced A Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend on the 16th of May, with investors...
お知らせ • Oct 27Okuwa Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024Okuwa Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024
分析記事 • Oct 17Okuwa (TSE:8217) Has Announced A Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend of ¥13.00 per share on the 16th of...
Declared Dividend • Oct 17First half dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th February 2025 Payment date: 16th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (247% earnings payout ratio) nor is it covered by cash flows (dividend approximately 40x free cash flows). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 175% to bring the payout ratio under control. EPS is expected to grow by 92% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
分析記事 • Oct 09We Think Okuwa's (TSE:8217) Solid Earnings Are UnderstatedOkuwa Co., Ltd.'s ( TSE:8217 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
分析記事 • Oct 03Okuwa (TSE:8217) Has Affirmed Its Dividend Of ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) will pay a dividend of ¥13.00 on the 16th of May. This means the annual payment is 2.8% of...
Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥3.33 (vs JP¥10.12 in 2Q 2024)Second quarter 2025 results: EPS: JP¥3.33 (down from JP¥10.12 in 2Q 2024). Revenue: JP¥63.9b (flat on 2Q 2024). Net income: JP¥143.0m (down 68% from 2Q 2024). Profit margin: 0.2% (down from 0.7% in 2Q 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Aug 12Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 18 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.8%).
分析記事 • Aug 06Okuwa (TSE:8217) Has Announced A Dividend Of ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend of ¥13.00 per share on the 18th of October. The...
お知らせ • Jul 31Okuwa Co., Ltd. to Report Q2, 2025 Results on Oct 01, 2024Okuwa Co., Ltd. announced that they will report Q2, 2025 results on Oct 01, 2024
分析記事 • Jul 22Okuwa's (TSE:8217) Dividend Will Be ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) will pay a dividend of ¥13.00 on the 18th of October. The dividend yield will be 3.0...
分析記事 • Jul 03Okuwa (TSE:8217) Is Paying Out A Dividend Of ¥13.00The board of Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend on the 18th of October, with...
お知らせ • Jul 03Okuwa Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Year Ending February 20, 2025Okuwa Co., Ltd. provided consolidated earnings guidance for the first half and full year of fiscal year ending February 20, 2025. For the first half, the company expects operating income of JPY 126,500 million, operating profit of JPY 1,050 million, profit attributable to owners of parent of JPY 500 million and basic earnings per share of JPY 11.44. For the full year, the company expects operating income of JPY 259,000 million, operating profit of JPY 3,500 million, profit attributable to owners of parent of JPY 1,200 million and basic earnings per share of JPY 27.46.
Reported Earnings • Jun 28First quarter 2025 earnings released: JP¥1.28 loss per share (vs JP¥1.03 loss in 1Q 2024)First quarter 2025 results: JP¥1.28 loss per share (further deteriorated from JP¥1.03 loss in 1Q 2024). Revenue: JP¥58.7b (flat on 1Q 2024). Net loss: JP¥56.0m (loss widened 24% from 1Q 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
分析記事 • Jun 06Okuwa (TSE:8217) Is Due To Pay A Dividend Of ¥13.00Okuwa Co., Ltd. ( TSE:8217 ) has announced that it will pay a dividend of ¥13.00 per share on the 18th of October...
Declared Dividend • Jun 06Final dividend of JP¥13.00 announcedDividend of JP¥13.00 is the same as last year. Ex-date: 19th August 2024 Payment date: 18th October 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (143% earnings payout ratio). However, it is covered by cash flows (58% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 59% to bring the payout ratio under control. EPS is expected to grow by 47% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Apr 29Okuwa Co., Ltd. to Report Q1, 2025 Results on Jun 27, 2024Okuwa Co., Ltd. announced that they will report Q1, 2025 results on Jun 27, 2024
分析記事 • Apr 09Okuwa's (TSE:8217) Solid Earnings Have Been Accounted For ConservativelyOkuwa Co., Ltd.'s ( TSE:8217 ) solid earnings announcement recently didn't do much to the stock price. We did some...
お知らせ • Apr 04Okuwa Co., Ltd., Annual General Meeting, May 15, 2024Okuwa Co., Ltd., Annual General Meeting, May 15, 2024.
Reported Earnings • Apr 03Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥22.79 (up from JP¥21.15 in FY 2023). Revenue: JP¥247.4b (flat on FY 2023). Net income: JP¥1.00b (up 7.8% from FY 2023). Profit margin: 0.4% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥992, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Consumer Retailing industry in Japan. Total loss to shareholders of 11% over the past three years.
分析記事 • Mar 27Okuwa Co., Ltd.'s (TSE:8217) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 51.3x Okuwa Co., Ltd. ( TSE:8217 ) may be sending very bearish signals at...
お知らせ • Mar 27Okuwa Co., Ltd. (TSE:8217) announces an Equity Buyback for 2,200,000 shares, representing 5.01% for ¥2,000 million.Okuwa Co., Ltd. (TSE:8217) announces a share repurchase program. Under the program, the company will repurchase up to 2,200,000 shares, representing 5.01% of its total shares outstanding excluding treasury shares, for a total of ¥2,000 million. The purpose of repurchase program is to increase the shareholder value. The repurchase program is valid till April 2, 2025. As of February 20, 2024, the company had 43,892,066 shares outstanding excluding treasury shares and had 1,345,231 shares in treasury.
Upcoming Dividend • Feb 12Upcoming dividend of JP¥13.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 17 May 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
お知らせ • Jan 12Okuwa Co., Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending February 20, 2024 and Provides Dividend Guidance for the Fiscal Year Ending February 20, 2024Okuwa Co., Ltd. announced the dividend of JPY 13.00 per share for the second quarter of Fiscal year ending February 20, 2024 against JPY 13.00 per share a year ago.The Company provided dividend guidance for the Fiscal year ending February 20, 2024. For the year, the company expects dividend of JPY 13.00 per share against JPY 13.00 per share a year ago.
Reported Earnings • Dec 28Third quarter 2024 earnings released: EPS: JP¥5.99 (vs JP¥3.62 in 3Q 2023)Third quarter 2024 results: EPS: JP¥5.99 (up from JP¥3.62 in 3Q 2023). Revenue: JP¥61.1b (flat on 3Q 2023). Net income: JP¥263.0m (up 65% from 3Q 2023). Profit margin: 0.4% (up from 0.3% in 3Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • Nov 03Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥23.92 to JP¥27.80. Revenue forecast steady at JP¥249.4b. Net income forecast to grow 76% next year vs 9.9% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥850 unchanged from last update. Share price was steady at JP¥844 over the past week.
お知らせ • Nov 01Okuwa Co., Ltd. to Report Q3, 2024 Results on Dec 27, 2023Okuwa Co., Ltd. announced that they will report Q3, 2024 results on Dec 27, 2023
Reported Earnings • Oct 05Second quarter 2024 earnings released: EPS: JP¥10.12 (vs JP¥9.85 in 2Q 2023)Second quarter 2024 results: EPS: JP¥10.12 (up from JP¥9.85 in 2Q 2023). Revenue: JP¥63.3b (up 1.2% from 2Q 2023). Net income: JP¥444.0m (up 2.8% from 2Q 2023). Profit margin: 0.7% (in line with 2Q 2023). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Aug 10Upcoming dividend of JP¥13.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 18 October 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
お知らせ • Jul 31Okuwa Co., Ltd. to Report Q2, 2024 Results on Oct 03, 2023Okuwa Co., Ltd. announced that they will report Q2, 2024 results on Oct 03, 2023
Reported Earnings • Jun 27First quarter 2024 earnings released: JP¥1.03 loss per share (vs JP¥4.63 profit in 1Q 2023)First quarter 2024 results: JP¥1.03 loss per share (down from JP¥4.63 profit in 1Q 2023). Revenue: JP¥58.2b (flat on 1Q 2023). Net loss: JP¥45.0m (down 122% from profit in 1Q 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Apr 11Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥34.19 to JP¥23.93 per share. Revenue forecast steady at JP¥250.0b. Net income forecast to grow 13% next year vs 8.4% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥900 to JP¥850. Share price was steady at JP¥844 over the past week.
Reported Earnings • Apr 04Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥21.15 (down from JP¥34.73 in FY 2022). Revenue: JP¥246.9b (down 7.4% from FY 2022). Net income: JP¥928.0m (down 39% from FY 2022). Profit margin: 0.4% (down from 0.6% in FY 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.3%. Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Consumer Retailing industry in Japan. 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 20% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Feb 10Upcoming dividend of JP¥13.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 15 May 2023. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
お知らせ • Jan 29Okuwa Co., Ltd. to Report Q4, 2023 Results on Apr 03, 2023Okuwa Co., Ltd. announced that they will report Q4, 2023 results on Apr 03, 2023
お知らせ • Jan 10+ 1 more updateOkuwa Co., Ltd. Provides Dividend Guidance for the Year Ending February 20, 2023Okuwa Co., Ltd. provided dividend guidance for the year ending February 20, 2023. For the fiscal year ending February 20, 2023, Company expects to pay year end dividend of JPY 13.00 per share.
Reported Earnings • Dec 28Third quarter 2023 earnings released: EPS: JP¥3.62 (vs JP¥9.60 in 3Q 2022)Third quarter 2023 results: EPS: JP¥3.62 (down from JP¥9.60 in 3Q 2022). Revenue: JP¥60.9b (down 6.6% from 3Q 2022). Net income: JP¥159.0m (down 62% from 3Q 2022). Profit margin: 0.3% (down from 0.6% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.
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. 5 experienced directors. 7 highly experienced directors. No independent directors (11 non-independent directors). MD, Exec. Officer, GM of Food Div., Head of Logistics Business & Quality Mgmt. Office & Director Shozo Yoshida was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Major Estimate Revision • Oct 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥30.77 to JP¥20.51 per share. Revenue forecast steady at JP¥244.0b. Net income forecast to grow 67% next year vs 7.3% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥900 unchanged from last update. Share price rose 2.2% to JP¥925 over the past week.
お知らせ • Oct 11+ 1 more updateOkuwa Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 20, 2023Okuwa Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 20, 2023. for the period, Company expects Operating income of JPY 245,500 million, Operating profit of JPY 3,700 million, Profit attributable to owners of parent of JPY 1,100 million and basic earnings per share of JPY 25.07.
Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: JP¥9.85 (vs JP¥20.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.85 (down from JP¥20.46 in 2Q 2022). Revenue: JP¥62.5b (down 8.9% from 2Q 2022). Net income: JP¥432.0m (down 52% from 2Q 2022). Profit margin: 0.7% (down from 1.3% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 11Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 19 October 2022. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
お知らせ • Aug 04Okuwa Co., Ltd. to Report Q2, 2023 Results on Oct 03, 2022Okuwa Co., Ltd. announced that they will report Q2, 2023 results on Oct 03, 2022
Major Estimate Revision • Jul 04Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥248.0b to JP¥245.0b. EPS estimate also fell from JP¥37.63 per share to JP¥30.77 per share. Net income forecast to grow 25% next year vs 7.6% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥950 to JP¥900. Share price fell 4.4% to JP¥840 over the past week.
お知らせ • Jun 30+ 1 more updateOkuwa Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Fiscal Year Ending February 20, 2023Okuwa Co., Ltd. provided consolidated earnings guidance for the first half and fiscal year ending February 20, 2023. For the first half, the company expects operating income of JPY 125,000 million, operating profit of JPY 2,000 million, profit attributable to owners of parent of JPY 1,000 million and basic earnings per share of JPY 22.80. For the year, the company expects operating income of JPY 252,000 million, operating profit of JPY 5,400 million, profit attributable to owners of parent of JPY 2,050 million and basic earnings per share of JPY 46.75.
Reported Earnings • Jun 29First quarter 2023 earnings released: EPS: JP¥4.63 (vs JP¥12.57 in 1Q 2022)First quarter 2023 results: EPS: JP¥4.63 (down from JP¥12.57 in 1Q 2022). Revenue: JP¥58.1b (down 9.7% from 1Q 2022). Net income: JP¥203.0m (down 63% from 1Q 2022). Profit margin: 0.3% (down from 0.9% in 1Q 2022). Over the next year, revenue is expected to shrink by 4.4% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • May 15Okuwa Co., Ltd. to Report Q1, 2023 Results on Jun 27, 2022Okuwa Co., Ltd. announced that they will report Q1, 2023 results on Jun 27, 2022
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (11 non-independent directors). MD, Exec. Officer, GM of Food Div., Head of Logistics Business & Quality Mgmt. Office & Director Shozo Yoshida was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 11+ 1 more updateOkuwa Co., Ltd. Provides Dividend Guidance for the Second Quarter End and Fiscal Year Ended February 20, 2023Okuwa Co., Ltd. provided dividend guidance for the second quarter end and fiscal year ended February 20, 2023. For the second quarter end, the company expects dividend of JPY 13.00 per share against JPY 13.00 per share paid a year ago. For the year, the company expects dividend of JPY 13.00 per share against JPY 13.00 per share paid a year ago.
Major Estimate Revision • Apr 11Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥265.0b to JP¥248.0b. EPS estimate also fell from JP¥64.99 per share to JP¥37.63 per share. Net income forecast to grow 8.3% next year vs 9.4% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,000 to JP¥950. Share price fell 5.3% to JP¥872 over the past week.
お知らせ • Apr 08Okuwa Co., Ltd., Annual General Meeting, May 12, 2022Okuwa Co., Ltd., Annual General Meeting, May 12, 2022.
Reported Earnings • Apr 06Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥34.73 (down from JP¥86.37 in FY 2021). Revenue: JP¥266.5b (down 4.5% from FY 2021). Net income: JP¥1.52b (down 60% from FY 2021). Profit margin: 0.6% (down from 1.4% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Over the next year, revenue is forecast to stay flat compared to a 15% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Feb 10Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 17 February 2022. Payment date: 14 May 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
お知らせ • Jan 30Okuwa Co., Ltd. to Report Q4, 2022 Results on Apr 04, 2022Okuwa Co., Ltd. announced that they will report Q4, 2022 results on Apr 04, 2022
Reported Earnings • Dec 28Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥9.60 (down from JP¥9.63 in 3Q 2021). Revenue: JP¥65.2b (down 3.2% from 3Q 2021). Net income: JP¥421.0m (flat on 3Q 2021). Profit margin: 0.6% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Over the next year, revenue is forecast to stay flat compared to a 27% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 05Second quarter 2022 earnings released: EPS JP¥20.46 (vs JP¥27.74 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥68.6b (down 3.8% from 2Q 2021). Net income: JP¥897.0m (down 26% from 2Q 2021). Profit margin: 1.3% (down from 1.7% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 12Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 20 October 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.5%).
