View ValuationHeiwadoLtd 将来の成長Future 基準チェック /26HeiwadoLtd利益と収益がそれぞれ年間10.5%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.7% 10.7%なると予測されています。主要情報10.5%収益成長率10.72%EPS成長率Consumer Retailing 収益成長10.1%収益成長率3.4%将来の株主資本利益率5.70%アナリストカバレッジLow最終更新日02 Apr 2026今後の成長に関する最新情報Major Estimate Revision • Apr 10Consensus EPS estimates increase by 20%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥181 to JP¥217. Revenue forecast steady at JP¥456.0b. Net income forecast to grow 0.7% next year vs 11% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥2,500 unchanged from last update. Share price rose 5.6% to JP¥2,718 over the past week.Major Estimate Revision • May 18Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥157 to JP¥175. Revenue forecast steady at JP¥442.8b. Net income forecast to grow 32% next year vs 5.9% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥2,300 to JP¥2,500. Share price fell 4.7% to JP¥2,330 over the past week.Price Target Changed • Jul 10Price target increased by 9.5% to JP¥2,300Up from JP¥2,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥2,347. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥116 for next year compared to JP¥143 last year.Major Estimate Revision • Jul 10Consensus EPS estimates increase by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥91.52 to JP¥116. Revenue forecast steady at JP¥422.5b. Net income forecast to shrink 17% next year vs 4.9% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,100 unchanged from last update. Share price fell 3.1% to JP¥2,283 over the past week.Major Estimate Revision • Apr 22Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥160 to JP¥91.52 per share. Revenue forecast steady at JP¥421.0b. Net income forecast to shrink 35% next year vs 5.7% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥2,100 to JP¥1,950. Share price rose 2.9% to JP¥2,057 over the past week.Major Estimate Revision • Oct 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥174 to JP¥128 per share. Revenue forecast steady at JP¥409.0b. Net income forecast to shrink 12% next year vs 7.1% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥2,200 to JP¥2,000. Share price fell 4.5% to JP¥1,934 over the past week.すべての更新を表示Recent updatesReported Earnings • Apr 04Full year 2026 earnings released: EPS: JP¥189 (vs JP¥209 in FY 2025)Full year 2026 results: EPS: JP¥189 (down from JP¥209 in FY 2025). Revenue: JP¥456.0b (up 2.5% from FY 2025). Net income: JP¥9.41b (down 12% from FY 2025). Profit margin: 2.1% (down from 2.4% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% 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, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.お知らせ • Apr 02+ 1 more updateHeiwado Co.,Ltd., Annual General Meeting, May 14, 2026Heiwado Co.,Ltd., Annual General Meeting, May 14, 2026.Buy Or Sell Opportunity • Feb 24Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.6% to JP¥3,075. The fair value is estimated to be JP¥2,524, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.Upcoming Dividend • Feb 12Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 18 May 2026. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).Buy Or Sell Opportunity • Feb 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to JP¥2,979. The fair value is estimated to be JP¥2,477, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.分析記事 • Jan 20Fewer Investors Than Expected Jumping On Heiwado Co.,Ltd. (TSE:8276)There wouldn't be many who think Heiwado Co.,Ltd.'s ( TSE:8276 ) price-to-earnings (or "P/E") ratio of 15.2x is worth a...Buy Or Sell Opportunity • Jan 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.0% to JP¥2,998. The fair value is estimated to be JP¥2,485, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥20.18 (vs JP¥39.99 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.18 (down from JP¥39.99 in 3Q 2025). Revenue: JP¥112.3b (up 2.7% from 3Q 2025). Net income: JP¥999.0m (down 51% from 3Q 2025). Profit margin: 0.9% (down from 1.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% 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, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.Declared Dividend • Nov 05First half dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 19th February 2026 Payment date: 18th May 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 01Heiwado Co.,Ltd. to Report Q3, 2026 Results on Dec 25, 2025Heiwado Co.,Ltd. announced that they will report Q3, 2026 results on Dec 25, 2025Reported Earnings • Oct 03Second quarter 2026 earnings released: EPS: JP¥55.08 (vs JP¥49.65 in 2Q 2025)Second quarter 2026 results: EPS: JP¥55.08 (up from JP¥49.65 in 2Q 2025). Revenue: JP¥115.0b (up 3.3% from 2Q 2025). Net income: JP¥2.74b (up 6.9% from 2Q 2025). Profit margin: 2.4% (up from 2.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% 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, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.分析記事 • Oct 02Calculating The Fair Value Of Heiwado Co.,Ltd. (TSE:8276)Key Insights The projected fair value for HeiwadoLtd is JP¥2,497 based on 2 Stage Free Cash Flow to Equity Current...お知らせ • Oct 02Heiwado Co.,Ltd. Announces Dividend for the Second Quarter End of Fiscal Year Ending February 20, 2026 , Payable on November 4, 2025Heiwado Co.,Ltd. announced dividend for the second quarter end of fiscal year ending February 20, 2026, Payable on November 4, 2025. For the quarter, the company announced dividend of JPY 33.00 per share compared to JPY 30.00 per share a year ago.お知らせ • Aug 28Heiwado Co.,Ltd. to Report Q2, 2026 Results on Oct 02, 2025Heiwado Co.,Ltd. announced that they will report Q2, 2026 results on Oct 02, 2025Upcoming Dividend • Aug 12Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 19 August 2025. Payment date: 04 November 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).Buy Or Sell Opportunity • Aug 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥2,976. The fair value is estimated to be JP¥2,480, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.3%. Revenue is forecast to grow by 6.3% in 2 years. Earnings are forecast to grow by 3.9% in the next 2 years.分析記事 • Jul 17HeiwadoLtd's (TSE:8276) Dividend Will Be ¥33.00Heiwado Co.,Ltd. ( TSE:8276 ) will pay a dividend of ¥33.00 on the 4th of November. This makes the dividend yield 2.2...Reported Earnings • Jun 27First quarter 2026 earnings released: EPS: JP¥43.21 (vs JP¥38.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥43.21 (up from JP¥38.61 in 1Q 2025). Revenue: JP¥108.5b (up 3.1% from 1Q 2025). Net income: JP¥2.17b (up 8.1% from 1Q 2025). Profit margin: 2.0% (up from 1.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 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 increased by 4% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 22HeiwadoLtd (TSE:8276) Will Pay A Dividend Of ¥33.00Heiwado Co.,Ltd.'s ( TSE:8276 ) investors are due to receive a payment of ¥33.00 per share on 4th of November. This...Declared Dividend • Jun 21Final dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 19th August 2025 Payment date: 4th November 2025 Dividend yield will be 2.3%, 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 (48% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jun 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to JP¥2,877. The fair value is estimated to be JP¥2,382, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 2.9% per annum over the same time period.お知らせ • Jun 03Heiwado Co.,Ltd. to Report Q1, 2026 Results on Jun 26, 2025Heiwado Co.,Ltd. announced that they will report Q1, 2026 results on Jun 26, 2025Major Estimate Revision • Apr 10Consensus EPS estimates increase by 20%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥181 to JP¥217. Revenue forecast steady at JP¥456.0b. Net income forecast to grow 0.7% next year vs 11% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥2,500 unchanged from last update. Share price rose 5.6% to JP¥2,718 over the past week.Buy Or Sell Opportunity • Apr 08Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥2,657. The fair value is estimated to be JP¥2,112, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.0%. Revenue is forecast to grow by 2.4% in a year. Earnings are forecast to grow by 0.7% in the next year.Reported Earnings • Apr 04Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥209 (up from JP¥129 in FY 2024). Revenue: JP¥444.9b (up 4.6% from FY 2024). Net income: JP¥10.7b (up 58% from FY 2024). Profit margin: 2.4% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Apr 03Heiwado Co.,Ltd., Annual General Meeting, May 15, 2025Heiwado Co.,Ltd., Annual General Meeting, May 15, 2025.お知らせ • Feb 27Heiwado Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 03, 2025Heiwado Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 03, 2025Upcoming Dividend • Feb 12Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 19 February 2025. Payment date: 19 May 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥39.99 (vs JP¥24.23 in 3Q 2024)Third quarter 2025 results: EPS: JP¥39.99 (up from JP¥24.23 in 3Q 2024). Revenue: JP¥109.3b (up 4.6% from 3Q 2024). Net income: JP¥2.04b (up 61% from 3Q 2024). Profit margin: 1.9% (up from 1.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% 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 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Dec 27Heiwado Co.,Ltd. Announces Dividend for the Second Quarter of the Fiscal Year Ending February 20, 2025 and Provides Dividend Guidance for the Full Year Ending February 20, 2025Heiwado Co.,Ltd. announced dividend for the second quarter of the fiscal year ending February 20, 2025 and provided dividend guidance for the full year ending February 20, 2025. For the second quarter of the fiscal year ending February 20, 2025, the company announced a dividend of ¥30.00 per share against ¥19.00 per share paid a year ago. For the fiscal year ending February 20, 2025, the company expects a dividend of ¥30.00 per share against ¥23.00 per share paid a year ago.分析記事 • Dec 26HeiwadoLtd (TSE:8276) Is Due To Pay A Dividend Of ¥30.00Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will pay a dividend of ¥30.00 per share on the 19th of May. This...分析記事 • Nov 29HeiwadoLtd (TSE:8276) Will Pay A Dividend Of ¥30.00Heiwado Co.,Ltd.'s ( TSE:8276 ) investors are due to receive a payment of ¥30.00 per share on 19th of May. This will...分析記事 • Nov 03HeiwadoLtd (TSE:8276) Is Due To Pay A Dividend Of ¥30.00Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will pay a dividend of ¥30.00 per share on the 19th of May. This...Declared Dividend • Nov 02First half dividend increased to JP¥30.00Dividend of JP¥30.00 is 30% higher than last year. Ex-date: 19th February 2025 Payment date: 19th May 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Oct 11HeiwadoLtd's (TSE:8276) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Heiwado Co.,Ltd.'s ( TSE:8276 ) shareholders over the last week. We did some...分析記事 • Oct 05HeiwadoLtd (TSE:8276) Is Due To Pay A Dividend Of ¥30.00Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will pay a dividend of ¥30.00 per share on the 19th of May. This...Reported Earnings • Oct 04Second quarter 2025 earnings released: EPS: JP¥49.65 (vs JP¥48.75 in 2Q 2024)Second quarter 2025 results: EPS: JP¥49.65 (up from JP¥48.75 in 2Q 2024). Revenue: JP¥111.4b (up 4.0% from 2Q 2024). Net income: JP¥2.56b (flat on 2Q 2024). Profit margin: 2.3% (down from 2.4% in 2Q 2024). Revenue is forecast to grow 2.4% 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 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Sep 27Heiwado Co.,Ltd. to Report Q2, 2025 Results on Oct 03, 2024Heiwado Co.,Ltd. announced that they will report Q2, 2025 results on Oct 03, 2024分析記事 • Aug 18HeiwadoLtd's (TSE:8276) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will be paying its dividend of ¥30.00 on the 1st of...Upcoming Dividend • Aug 12Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.8%).分析記事 • Jul 22HeiwadoLtd (TSE:8276) Is Paying Out A Larger Dividend Than Last YearThe board of Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will be paying its dividend of ¥30.00 on the 1st of...分析記事 • Jul 05HeiwadoLtd (TSE:8276) Will Pay A Larger Dividend Than Last Year At ¥30.00Heiwado Co.,Ltd.'s ( TSE:8276 ) dividend will be increasing from last year's payment of the same period to ¥30.00 on...Reported Earnings • Jun 28First quarter 2025 earnings released: EPS: JP¥38.61 (vs JP¥29.97 in 1Q 2024)First quarter 2025 results: EPS: JP¥38.61 (up from JP¥29.97 in 1Q 2024). Revenue: JP¥105.3b (up 4.3% from 1Q 2024). Net income: JP¥2.01b (up 28% from 1Q 2024). Profit margin: 1.9% (up from 1.6% in 1Q 2024). Revenue is forecast to grow 2.5% 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 16% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Jun 27Heiwado Co.,Ltd. (TSE:8276) announces an Equity Buyback for 2,000,000 shares, representing 3.89% for ¥6,000 million.Heiwado Co.,Ltd. (TSE:8276) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 3.89% of its issued share capital (excluding treasury stock), for ¥6,000 million. The purpose of the program is to increase the level of shareholder returns and improve capital efficiency. The program will run until August 20, 2025. As of June 20, 2024, the company had 51,448,132 shares in issue (excluding treasury stock) and 1,098,338 shares in treasury.分析記事 • Jun 21HeiwadoLtd's (TSE:8276) Shareholders Will Receive A Bigger Dividend Than Last YearHeiwado Co.,Ltd. ( TSE:8276 ) will increase its dividend from last year's comparable payment on the 1st of November to...分析記事 • Jun 07HeiwadoLtd (TSE:8276) Is Increasing Its Dividend To ¥30.00The board of Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will be paying its dividend of ¥30.00 on the 1st of...Declared Dividend • Jun 06Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 19th August 2024 Payment date: 1st November 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 29Heiwado Co.,Ltd. to Report Q1, 2025 Results on Jun 27, 2024Heiwado Co.,Ltd. announced that they will report Q1, 2025 results on Jun 27, 2024New Risk • May 21New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 91% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Large one-off items impacting financial results.Major Estimate Revision • May 18Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥157 to JP¥175. Revenue forecast steady at JP¥442.8b. Net income forecast to grow 32% next year vs 5.9% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥2,300 to JP¥2,500. Share price fell 4.7% to JP¥2,330 over the past week.分析記事 • Apr 11HeiwadoLtd's (TSE:8276) Soft Earnings Are Actually Better Than They AppearThe market was pleased with the recent earnings report from Heiwado Co.,Ltd. ( TSE:8276 ), despite the profit numbers...Reported Earnings • Apr 06Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥129 (down from JP¥143 in FY 2023). Revenue: JP¥425.4b (up 2.3% from FY 2023). Net income: JP¥6.78b (down 9.7% from FY 2023). Profit margin: 1.6% (down from 1.8% in FY 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 2.5% 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 but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Apr 06Heiwado Co.,Ltd., Annual General Meeting, May 16, 2024Heiwado Co.,Ltd., Annual General Meeting, May 16, 2024.お知らせ • Feb 21Heiwado Co.,Ltd. has filed a Follow-on Equity Offering.Heiwado Co.,Ltd. has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 2,706,200 Transaction Features: Subsequent Direct Listingお知らせ • Feb 19Heiwado Co.,Ltd. (TSE:8276) announces an Equity Buyback for 1,000,000 shares, representing 1.91% for ¥2,400 million.Heiwado Co.,Ltd. (TSE:8276) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 1.91% of its issued share capital (excluding treasury stock), for ¥2,400 million. The purpose of the program is to increase the level of shareholder returns and improve capital efficiency. The program will run until August 20, 2024. As of January 20, 2024, the company had 52,448,132 shares in issue (excluding treasury stock) and 98,338 shares in treasury.Upcoming Dividend • Feb 12Upcoming dividend of JP¥23.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 29Third quarter 2024 earnings released: EPS: JP¥24.23 (vs JP¥34.42 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.23 (down from JP¥34.42 in 3Q 2023). Revenue: JP¥104.5b (up 2.0% from 3Q 2023). Net income: JP¥1.27b (down 30% from 3Q 2023). Profit margin: 1.2% (down from 1.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% 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, earnings per share has fallen by 8% 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 • Nov 29Heiwado Co.,Ltd. to Report Q3, 2024 Results on Dec 28, 2023Heiwado Co.,Ltd. announced that they will report Q3, 2024 results on Dec 28, 2023Reported Earnings • Sep 29Second quarter 2024 earnings released: EPS: JP¥48.75 (vs JP¥33.92 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.75 (up from JP¥33.92 in 2Q 2023). Revenue: JP¥107.1b (up 2.5% from 2Q 2023). Net income: JP¥2.56b (up 44% from 2Q 2023). Profit margin: 2.4% (up from 1.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.9% 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, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Aug 30Heiwado Co.,Ltd. to Report Q2, 2024 Results on Sep 28, 2023Heiwado Co.,Ltd. announced that they will report Q2, 2024 results on Sep 28, 2023Upcoming Dividend • Aug 10Upcoming dividend of JP¥19.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 01 November 2023. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).Price Target Changed • Jul 10Price target increased by 9.5% to JP¥2,300Up from JP¥2,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥2,347. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥116 for next year compared to JP¥143 last year.Major Estimate Revision • Jul 10Consensus EPS estimates increase by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥91.52 to JP¥116. Revenue forecast steady at JP¥422.5b. Net income forecast to shrink 17% next year vs 4.9% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,100 unchanged from last update. Share price fell 3.1% to JP¥2,283 over the past week.Reported Earnings • Jul 01First quarter 2024 earnings released: EPS: JP¥29.97 (vs JP¥22.94 in 1Q 2023)First quarter 2024 results: EPS: JP¥29.97 (up from JP¥22.94 in 1Q 2023). Revenue: JP¥100.9b (up 2.2% from 1Q 2023). Net income: JP¥1.57b (up 31% from 1Q 2023). Profit margin: 1.6% (up from 1.2% in 1Q 2023). The increase in margin was driven by higher revenue. 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 increased by 5% per year and the company’s share price has also increased by 5% per year.お知らせ • Jun 10Heiwado Co.,Ltd. to Report Q1, 2024 Results on Jun 30, 2023Heiwado Co.,Ltd. announced that they will report Q1, 2024 results on Jun 30, 2023Major Estimate Revision • Apr 22Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥160 to JP¥91.52 per share. Revenue forecast steady at JP¥421.0b. Net income forecast to shrink 35% next year vs 5.7% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥2,100 to JP¥1,950. Share price rose 2.9% to JP¥2,057 over the past week.Reported Earnings • Apr 08Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥143 (down from JP¥203 in FY 2022). Revenue: JP¥415.7b (down 5.5% from FY 2022). Net income: JP¥7.52b (down 29% from FY 2022). Profit margin: 1.8% (down from 2.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.7%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 10Upcoming dividend of JP¥23.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 28Third quarter 2023 earnings released: EPS: JP¥34.42 (vs JP¥40.44 in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.42 (down from JP¥40.44 in 3Q 2022). Revenue: JP¥102.5b (down 3.9% from 3Q 2022). Net income: JP¥1.81b (down 15% from 3Q 2022). Profit margin: 1.8% (down from 2.0% in 3Q 2022). The decrease in margin was driven by lower revenue. 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 increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 30Heiwado Co.,Ltd. to Report Q3, 2023 Results on Dec 27, 2022Heiwado Co.,Ltd. announced that they will report Q3, 2023 results on Dec 27, 2022Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Outside Director Shiro Takashima was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Major Estimate Revision • Oct 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥174 to JP¥128 per share. Revenue forecast steady at JP¥409.0b. Net income forecast to shrink 12% next year vs 7.1% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥2,200 to JP¥2,000. Share price fell 4.5% to JP¥1,934 over the past week.Price Target Changed • Oct 05Price target decreased to JP¥2,000Down from JP¥2,200, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,955. Stock is down 4.0% over the past year. The company is forecast to post earnings per share of JP¥128 for next year compared to JP¥203 last year.Reported Earnings • Oct 01Second quarter 2023 earnings released: EPS: JP¥33.92 (vs JP¥59.32 in 2Q 2022)Second quarter 2023 results: EPS: JP¥33.92 (down from JP¥59.32 in 2Q 2022). Revenue: JP¥104.5b (down 5.9% from 2Q 2022). Net income: JP¥1.78b (down 43% from 2Q 2022). Profit margin: 1.7% (down from 2.8% in 2Q 2022). The decrease in margin was driven by lower revenue. 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 17% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Aug 28Heiwado Co.,Ltd. to Report Q2, 2023 Results on Sep 29, 2022Heiwado Co.,Ltd. announced that they will report Q2, 2023 results on Sep 29, 2022Upcoming Dividend • Aug 11Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 01 November 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Jul 02First quarter 2023 earnings released: EPS: JP¥22.94 (vs JP¥38.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.94 (down from JP¥38.86 in 1Q 2022). Revenue: JP¥98.7b (down 5.9% from 1Q 2022). Net income: JP¥1.20b (down 41% from 1Q 2022). Profit margin: 1.2% (down from 1.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 5.7% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jun 01Heiwado Co.,Ltd. to Report Q1, 2023 Results on Jun 30, 2022Heiwado Co.,Ltd. announced that they will report Q1, 2023 results on Jun 30, 2022Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Outside Director Shiro Takashima was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08+ 1 more updateHeiwado Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 05, 2022Heiwado Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 05, 2022Reported Earnings • Apr 08Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥203 (up from JP¥185 in FY 2021). Revenue: JP¥439.7b (flat on FY 2021). Net income: JP¥10.6b (up 9.5% from FY 2021). Profit margin: 2.4% (up from 2.2% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 1.2%, 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 16% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Feb 10Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 17 February 2022. Payment date: 14 May 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 27Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥40.44 (down from JP¥47.44 in 3Q 2021). Revenue: JP¥106.7b (down 1.7% from 3Q 2021). Net income: JP¥2.12b (down 15% from 3Q 2021). Profit margin: 2.0% (down from 2.3% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 39%. Earnings per share (EPS) surpassed analyst estimates by 39%. 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 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 01Second quarter 2022 earnings released: EPS JP¥59.32 (vs JP¥66.29 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥111.1b (flat on 2Q 2021). Net income: JP¥3.11b (down 11% from 2Q 2021). Profit margin: 2.8% (down from 3.1% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 12Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 02 November 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.5%).Price Target Changed • Jul 21Price target decreased to JP¥2,500Down from JP¥2,700, the current price target is provided by 1 analyst. New target price is 22% above last closing price of JP¥2,041. Stock is up 2.5% over the past year.Reported Earnings • Jul 03First quarter 2022 earnings released: EPS JP¥38.86 (vs JP¥7.05 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥104.9b (up 3.8% from 1Q 2021). Net income: JP¥2.04b (up 451% from 1Q 2021). Profit margin: 1.9% (up from 0.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.Major Estimate Revision • Apr 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥169 to JP¥189. Revenue forecast steady at JP¥443.0b. Net income forecast to grow 1.8% next year vs 6.7% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥2,600 to JP¥2,700. Share price was steady at JP¥2,318 over the past week.Reported Earnings • Apr 04Full year 2021 earnings released: EPS JP¥185 (vs JP¥116 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥439.3b (up 1.3% from FY 2020). Net income: JP¥9.72b (up 59% from FY 2020). Profit margin: 2.2% (up from 1.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Feb 28Heiwado Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 02, 2021Heiwado Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 02, 2021Is New 90 Day High Low • Feb 22New 90-day low: JP¥2,059The company is down 6.0% from its price of JP¥2,199 on 24 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.Reported Earnings • Dec 26Third quarter 2021 earnings released: EPS JP¥47.44The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥108.6b (up 2.8% from 3Q 2020). Net income: JP¥2.49b (up 123% from 3Q 2020). Profit margin: 2.3% (up from 1.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% 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.Is New 90 Day High Low • Dec 01New 90-day low: JP¥2,087The company is down 4.0% from its price of JP¥2,180 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period.Price Target Changed • Dec 01Price target raised to JP¥2,600Up from JP¥2,000, the current price target is provided by 1 analyst. The new target price is 25% above the current share price of JP¥2,087. As of last close, the stock is up 0.3% over the past year.お知らせ • Nov 28Heiwado Co., Ltd. to Report Q3, 2021 Results on Dec 25, 2020Heiwado Co., Ltd. announced that they will report Q3, 2021 results on Dec 25, 2020お知らせ • Sep 11Heiwado Co., Ltd. to Report Q2, 2021 Results on Oct 01, 2020Heiwado Co., Ltd. announced that they will report Q2, 2021 results on Oct 01, 2020業績と収益の成長予測TSE:8276 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/29/2028488,90011,7005,40025,40012/28/2027472,60011,2005,30025,30012/20/2026456,0109,40942917,784N/A11/20/2025454,78710,022N/AN/AN/A8/20/2025451,79211,0673,11420,064N/A5/20/2025448,16010,890N/AN/AN/A2/20/2025444,89810,7276,79722,973N/A11/20/2024438,9107,992N/AN/AN/A8/20/2024434,1097,2194,84020,163N/A5/20/2024429,7977,218N/AN/AN/A2/20/2024425,4246,7843,43722,699N/A11/20/2023422,4308,129N/AN/AN/A8/20/2023420,4258,6633,05121,930N/A5/20/2023417,8337,885N/AN/AN/A2/20/2023415,6757,5161,01215,685N/A11/20/2022422,7768,164N/AN/AN/A8/20/2022426,9898,48013,07922,995N/A5/20/2022433,5769,812N/AN/AN/A2/20/2022439,74010,64711,74820,283N/A11/20/2021441,10710,659N/AN/AN/A8/20/2021442,94011,02611,67623,146N/A5/20/2021443,12311,392N/AN/AN/A2/20/2021439,3269,72418,55732,113N/A11/20/2020435,5757,574N/AN/AN/A8/20/2020432,6606,2003,28621,835N/A5/20/2020430,7814,972N/AN/AN/A2/20/2020433,6416,101-2,62917,226N/A11/20/2019435,8527,242N/AN/AN/A8/20/2019436,3217,851N/A19,512N/A5/20/2019437,1527,956N/AN/AN/A2/20/2019437,6368,585N/A20,984N/A11/20/2018438,8649,995N/AN/AN/A8/20/2018438,88910,042N/A19,614N/A5/20/2018438,1239,647N/AN/AN/A2/20/2018438,1329,438N/A23,652N/A11/20/2017435,6468,925N/AN/AN/A8/20/2017435,7419,304N/A21,619N/A5/20/2017435,8629,248N/AN/AN/A2/20/2017437,5879,216N/A18,254N/A11/20/2016438,4658,999N/AN/AN/A8/20/2016437,6828,669N/A25,645N/A5/20/2016438,1429,440N/AN/AN/A2/20/2016437,0859,574N/A23,153N/A11/20/2015434,1268,897N/AN/AN/A8/20/2015430,4298,755N/A22,308N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 8276の予測収益成長率 (年間10.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 8276の収益 ( 10.5% ) はJP市場 ( 8.6% ) よりも速いペースで成長すると予測されています。高成長収益: 8276の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 8276の収益 ( 3.4% ) JP市場 ( 5.3% ) よりも低い成長が予測されています。高い収益成長: 8276の収益 ( 3.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 8276の 自己資本利益率 は、3年後には低くなると予測されています ( 5.7 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 17:14終値2026/05/22 00:00収益2026/02/20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Heiwado 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.Kenji SakaiMizuho Securities Co., Ltd.
Major Estimate Revision • Apr 10Consensus EPS estimates increase by 20%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥181 to JP¥217. Revenue forecast steady at JP¥456.0b. Net income forecast to grow 0.7% next year vs 11% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥2,500 unchanged from last update. Share price rose 5.6% to JP¥2,718 over the past week.
Major Estimate Revision • May 18Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥157 to JP¥175. Revenue forecast steady at JP¥442.8b. Net income forecast to grow 32% next year vs 5.9% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥2,300 to JP¥2,500. Share price fell 4.7% to JP¥2,330 over the past week.
Price Target Changed • Jul 10Price target increased by 9.5% to JP¥2,300Up from JP¥2,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥2,347. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥116 for next year compared to JP¥143 last year.
Major Estimate Revision • Jul 10Consensus EPS estimates increase by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥91.52 to JP¥116. Revenue forecast steady at JP¥422.5b. Net income forecast to shrink 17% next year vs 4.9% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,100 unchanged from last update. Share price fell 3.1% to JP¥2,283 over the past week.
Major Estimate Revision • Apr 22Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥160 to JP¥91.52 per share. Revenue forecast steady at JP¥421.0b. Net income forecast to shrink 35% next year vs 5.7% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥2,100 to JP¥1,950. Share price rose 2.9% to JP¥2,057 over the past week.
Major Estimate Revision • Oct 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥174 to JP¥128 per share. Revenue forecast steady at JP¥409.0b. Net income forecast to shrink 12% next year vs 7.1% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥2,200 to JP¥2,000. Share price fell 4.5% to JP¥1,934 over the past week.
Reported Earnings • Apr 04Full year 2026 earnings released: EPS: JP¥189 (vs JP¥209 in FY 2025)Full year 2026 results: EPS: JP¥189 (down from JP¥209 in FY 2025). Revenue: JP¥456.0b (up 2.5% from FY 2025). Net income: JP¥9.41b (down 12% from FY 2025). Profit margin: 2.1% (down from 2.4% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% 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, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.
お知らせ • Apr 02+ 1 more updateHeiwado Co.,Ltd., Annual General Meeting, May 14, 2026Heiwado Co.,Ltd., Annual General Meeting, May 14, 2026.
Buy Or Sell Opportunity • Feb 24Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.6% to JP¥3,075. The fair value is estimated to be JP¥2,524, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
Upcoming Dividend • Feb 12Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 18 May 2026. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
Buy Or Sell Opportunity • Feb 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to JP¥2,979. The fair value is estimated to be JP¥2,477, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
分析記事 • Jan 20Fewer Investors Than Expected Jumping On Heiwado Co.,Ltd. (TSE:8276)There wouldn't be many who think Heiwado Co.,Ltd.'s ( TSE:8276 ) price-to-earnings (or "P/E") ratio of 15.2x is worth a...
Buy Or Sell Opportunity • Jan 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.0% to JP¥2,998. The fair value is estimated to be JP¥2,485, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥20.18 (vs JP¥39.99 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.18 (down from JP¥39.99 in 3Q 2025). Revenue: JP¥112.3b (up 2.7% from 3Q 2025). Net income: JP¥999.0m (down 51% from 3Q 2025). Profit margin: 0.9% (down from 1.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% 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, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
Declared Dividend • Nov 05First half dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 19th February 2026 Payment date: 18th May 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 01Heiwado Co.,Ltd. to Report Q3, 2026 Results on Dec 25, 2025Heiwado Co.,Ltd. announced that they will report Q3, 2026 results on Dec 25, 2025
Reported Earnings • Oct 03Second quarter 2026 earnings released: EPS: JP¥55.08 (vs JP¥49.65 in 2Q 2025)Second quarter 2026 results: EPS: JP¥55.08 (up from JP¥49.65 in 2Q 2025). Revenue: JP¥115.0b (up 3.3% from 2Q 2025). Net income: JP¥2.74b (up 6.9% from 2Q 2025). Profit margin: 2.4% (up from 2.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% 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, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
分析記事 • Oct 02Calculating The Fair Value Of Heiwado Co.,Ltd. (TSE:8276)Key Insights The projected fair value for HeiwadoLtd is JP¥2,497 based on 2 Stage Free Cash Flow to Equity Current...
お知らせ • Oct 02Heiwado Co.,Ltd. Announces Dividend for the Second Quarter End of Fiscal Year Ending February 20, 2026 , Payable on November 4, 2025Heiwado Co.,Ltd. announced dividend for the second quarter end of fiscal year ending February 20, 2026, Payable on November 4, 2025. For the quarter, the company announced dividend of JPY 33.00 per share compared to JPY 30.00 per share a year ago.
お知らせ • Aug 28Heiwado Co.,Ltd. to Report Q2, 2026 Results on Oct 02, 2025Heiwado Co.,Ltd. announced that they will report Q2, 2026 results on Oct 02, 2025
Upcoming Dividend • Aug 12Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 19 August 2025. Payment date: 04 November 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
Buy Or Sell Opportunity • Aug 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥2,976. The fair value is estimated to be JP¥2,480, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.3%. Revenue is forecast to grow by 6.3% in 2 years. Earnings are forecast to grow by 3.9% in the next 2 years.
分析記事 • Jul 17HeiwadoLtd's (TSE:8276) Dividend Will Be ¥33.00Heiwado Co.,Ltd. ( TSE:8276 ) will pay a dividend of ¥33.00 on the 4th of November. This makes the dividend yield 2.2...
Reported Earnings • Jun 27First quarter 2026 earnings released: EPS: JP¥43.21 (vs JP¥38.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥43.21 (up from JP¥38.61 in 1Q 2025). Revenue: JP¥108.5b (up 3.1% from 1Q 2025). Net income: JP¥2.17b (up 8.1% from 1Q 2025). Profit margin: 2.0% (up from 1.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 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 increased by 4% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 22HeiwadoLtd (TSE:8276) Will Pay A Dividend Of ¥33.00Heiwado Co.,Ltd.'s ( TSE:8276 ) investors are due to receive a payment of ¥33.00 per share on 4th of November. This...
Declared Dividend • Jun 21Final dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 19th August 2025 Payment date: 4th November 2025 Dividend yield will be 2.3%, 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 (48% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jun 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to JP¥2,877. The fair value is estimated to be JP¥2,382, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 2.9% per annum over the same time period.
お知らせ • Jun 03Heiwado Co.,Ltd. to Report Q1, 2026 Results on Jun 26, 2025Heiwado Co.,Ltd. announced that they will report Q1, 2026 results on Jun 26, 2025
Major Estimate Revision • Apr 10Consensus EPS estimates increase by 20%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥181 to JP¥217. Revenue forecast steady at JP¥456.0b. Net income forecast to grow 0.7% next year vs 11% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥2,500 unchanged from last update. Share price rose 5.6% to JP¥2,718 over the past week.
Buy Or Sell Opportunity • Apr 08Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥2,657. The fair value is estimated to be JP¥2,112, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.0%. Revenue is forecast to grow by 2.4% in a year. Earnings are forecast to grow by 0.7% in the next year.
Reported Earnings • Apr 04Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥209 (up from JP¥129 in FY 2024). Revenue: JP¥444.9b (up 4.6% from FY 2024). Net income: JP¥10.7b (up 58% from FY 2024). Profit margin: 2.4% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Apr 03Heiwado Co.,Ltd., Annual General Meeting, May 15, 2025Heiwado Co.,Ltd., Annual General Meeting, May 15, 2025.
お知らせ • Feb 27Heiwado Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 03, 2025Heiwado Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 03, 2025
Upcoming Dividend • Feb 12Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 19 February 2025. Payment date: 19 May 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥39.99 (vs JP¥24.23 in 3Q 2024)Third quarter 2025 results: EPS: JP¥39.99 (up from JP¥24.23 in 3Q 2024). Revenue: JP¥109.3b (up 4.6% from 3Q 2024). Net income: JP¥2.04b (up 61% from 3Q 2024). Profit margin: 1.9% (up from 1.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% 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 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Dec 27Heiwado Co.,Ltd. Announces Dividend for the Second Quarter of the Fiscal Year Ending February 20, 2025 and Provides Dividend Guidance for the Full Year Ending February 20, 2025Heiwado Co.,Ltd. announced dividend for the second quarter of the fiscal year ending February 20, 2025 and provided dividend guidance for the full year ending February 20, 2025. For the second quarter of the fiscal year ending February 20, 2025, the company announced a dividend of ¥30.00 per share against ¥19.00 per share paid a year ago. For the fiscal year ending February 20, 2025, the company expects a dividend of ¥30.00 per share against ¥23.00 per share paid a year ago.
分析記事 • Dec 26HeiwadoLtd (TSE:8276) Is Due To Pay A Dividend Of ¥30.00Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will pay a dividend of ¥30.00 per share on the 19th of May. This...
分析記事 • Nov 29HeiwadoLtd (TSE:8276) Will Pay A Dividend Of ¥30.00Heiwado Co.,Ltd.'s ( TSE:8276 ) investors are due to receive a payment of ¥30.00 per share on 19th of May. This will...
分析記事 • Nov 03HeiwadoLtd (TSE:8276) Is Due To Pay A Dividend Of ¥30.00Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will pay a dividend of ¥30.00 per share on the 19th of May. This...
Declared Dividend • Nov 02First half dividend increased to JP¥30.00Dividend of JP¥30.00 is 30% higher than last year. Ex-date: 19th February 2025 Payment date: 19th May 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 11HeiwadoLtd's (TSE:8276) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Heiwado Co.,Ltd.'s ( TSE:8276 ) shareholders over the last week. We did some...
分析記事 • Oct 05HeiwadoLtd (TSE:8276) Is Due To Pay A Dividend Of ¥30.00Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will pay a dividend of ¥30.00 per share on the 19th of May. This...
Reported Earnings • Oct 04Second quarter 2025 earnings released: EPS: JP¥49.65 (vs JP¥48.75 in 2Q 2024)Second quarter 2025 results: EPS: JP¥49.65 (up from JP¥48.75 in 2Q 2024). Revenue: JP¥111.4b (up 4.0% from 2Q 2024). Net income: JP¥2.56b (flat on 2Q 2024). Profit margin: 2.3% (down from 2.4% in 2Q 2024). Revenue is forecast to grow 2.4% 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 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Sep 27Heiwado Co.,Ltd. to Report Q2, 2025 Results on Oct 03, 2024Heiwado Co.,Ltd. announced that they will report Q2, 2025 results on Oct 03, 2024
分析記事 • Aug 18HeiwadoLtd's (TSE:8276) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will be paying its dividend of ¥30.00 on the 1st of...
Upcoming Dividend • Aug 12Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.8%).
分析記事 • Jul 22HeiwadoLtd (TSE:8276) Is Paying Out A Larger Dividend Than Last YearThe board of Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will be paying its dividend of ¥30.00 on the 1st of...
分析記事 • Jul 05HeiwadoLtd (TSE:8276) Will Pay A Larger Dividend Than Last Year At ¥30.00Heiwado Co.,Ltd.'s ( TSE:8276 ) dividend will be increasing from last year's payment of the same period to ¥30.00 on...
Reported Earnings • Jun 28First quarter 2025 earnings released: EPS: JP¥38.61 (vs JP¥29.97 in 1Q 2024)First quarter 2025 results: EPS: JP¥38.61 (up from JP¥29.97 in 1Q 2024). Revenue: JP¥105.3b (up 4.3% from 1Q 2024). Net income: JP¥2.01b (up 28% from 1Q 2024). Profit margin: 1.9% (up from 1.6% in 1Q 2024). Revenue is forecast to grow 2.5% 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 16% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Jun 27Heiwado Co.,Ltd. (TSE:8276) announces an Equity Buyback for 2,000,000 shares, representing 3.89% for ¥6,000 million.Heiwado Co.,Ltd. (TSE:8276) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 3.89% of its issued share capital (excluding treasury stock), for ¥6,000 million. The purpose of the program is to increase the level of shareholder returns and improve capital efficiency. The program will run until August 20, 2025. As of June 20, 2024, the company had 51,448,132 shares in issue (excluding treasury stock) and 1,098,338 shares in treasury.
分析記事 • Jun 21HeiwadoLtd's (TSE:8276) Shareholders Will Receive A Bigger Dividend Than Last YearHeiwado Co.,Ltd. ( TSE:8276 ) will increase its dividend from last year's comparable payment on the 1st of November to...
分析記事 • Jun 07HeiwadoLtd (TSE:8276) Is Increasing Its Dividend To ¥30.00The board of Heiwado Co.,Ltd. ( TSE:8276 ) has announced that it will be paying its dividend of ¥30.00 on the 1st of...
Declared Dividend • Jun 06Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 19th August 2024 Payment date: 1st November 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 29Heiwado Co.,Ltd. to Report Q1, 2025 Results on Jun 27, 2024Heiwado Co.,Ltd. announced that they will report Q1, 2025 results on Jun 27, 2024
New Risk • May 21New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 91% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Large one-off items impacting financial results.
Major Estimate Revision • May 18Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥157 to JP¥175. Revenue forecast steady at JP¥442.8b. Net income forecast to grow 32% next year vs 5.9% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥2,300 to JP¥2,500. Share price fell 4.7% to JP¥2,330 over the past week.
分析記事 • Apr 11HeiwadoLtd's (TSE:8276) Soft Earnings Are Actually Better Than They AppearThe market was pleased with the recent earnings report from Heiwado Co.,Ltd. ( TSE:8276 ), despite the profit numbers...
Reported Earnings • Apr 06Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥129 (down from JP¥143 in FY 2023). Revenue: JP¥425.4b (up 2.3% from FY 2023). Net income: JP¥6.78b (down 9.7% from FY 2023). Profit margin: 1.6% (down from 1.8% in FY 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 2.5% 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 but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Apr 06Heiwado Co.,Ltd., Annual General Meeting, May 16, 2024Heiwado Co.,Ltd., Annual General Meeting, May 16, 2024.
お知らせ • Feb 21Heiwado Co.,Ltd. has filed a Follow-on Equity Offering.Heiwado Co.,Ltd. has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 2,706,200 Transaction Features: Subsequent Direct Listing
お知らせ • Feb 19Heiwado Co.,Ltd. (TSE:8276) announces an Equity Buyback for 1,000,000 shares, representing 1.91% for ¥2,400 million.Heiwado Co.,Ltd. (TSE:8276) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 1.91% of its issued share capital (excluding treasury stock), for ¥2,400 million. The purpose of the program is to increase the level of shareholder returns and improve capital efficiency. The program will run until August 20, 2024. As of January 20, 2024, the company had 52,448,132 shares in issue (excluding treasury stock) and 98,338 shares in treasury.
Upcoming Dividend • Feb 12Upcoming dividend of JP¥23.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 29Third quarter 2024 earnings released: EPS: JP¥24.23 (vs JP¥34.42 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.23 (down from JP¥34.42 in 3Q 2023). Revenue: JP¥104.5b (up 2.0% from 3Q 2023). Net income: JP¥1.27b (down 30% from 3Q 2023). Profit margin: 1.2% (down from 1.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% 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, earnings per share has fallen by 8% 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 • Nov 29Heiwado Co.,Ltd. to Report Q3, 2024 Results on Dec 28, 2023Heiwado Co.,Ltd. announced that they will report Q3, 2024 results on Dec 28, 2023
Reported Earnings • Sep 29Second quarter 2024 earnings released: EPS: JP¥48.75 (vs JP¥33.92 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.75 (up from JP¥33.92 in 2Q 2023). Revenue: JP¥107.1b (up 2.5% from 2Q 2023). Net income: JP¥2.56b (up 44% from 2Q 2023). Profit margin: 2.4% (up from 1.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.9% 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, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Aug 30Heiwado Co.,Ltd. to Report Q2, 2024 Results on Sep 28, 2023Heiwado Co.,Ltd. announced that they will report Q2, 2024 results on Sep 28, 2023
Upcoming Dividend • Aug 10Upcoming dividend of JP¥19.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 01 November 2023. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).
Price Target Changed • Jul 10Price target increased by 9.5% to JP¥2,300Up from JP¥2,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥2,347. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥116 for next year compared to JP¥143 last year.
Major Estimate Revision • Jul 10Consensus EPS estimates increase by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥91.52 to JP¥116. Revenue forecast steady at JP¥422.5b. Net income forecast to shrink 17% next year vs 4.9% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,100 unchanged from last update. Share price fell 3.1% to JP¥2,283 over the past week.
Reported Earnings • Jul 01First quarter 2024 earnings released: EPS: JP¥29.97 (vs JP¥22.94 in 1Q 2023)First quarter 2024 results: EPS: JP¥29.97 (up from JP¥22.94 in 1Q 2023). Revenue: JP¥100.9b (up 2.2% from 1Q 2023). Net income: JP¥1.57b (up 31% from 1Q 2023). Profit margin: 1.6% (up from 1.2% in 1Q 2023). The increase in margin was driven by higher revenue. 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 increased by 5% per year and the company’s share price has also increased by 5% per year.
お知らせ • Jun 10Heiwado Co.,Ltd. to Report Q1, 2024 Results on Jun 30, 2023Heiwado Co.,Ltd. announced that they will report Q1, 2024 results on Jun 30, 2023
Major Estimate Revision • Apr 22Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥160 to JP¥91.52 per share. Revenue forecast steady at JP¥421.0b. Net income forecast to shrink 35% next year vs 5.7% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥2,100 to JP¥1,950. Share price rose 2.9% to JP¥2,057 over the past week.
Reported Earnings • Apr 08Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥143 (down from JP¥203 in FY 2022). Revenue: JP¥415.7b (down 5.5% from FY 2022). Net income: JP¥7.52b (down 29% from FY 2022). Profit margin: 1.8% (down from 2.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.7%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 10Upcoming dividend of JP¥23.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 28Third quarter 2023 earnings released: EPS: JP¥34.42 (vs JP¥40.44 in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.42 (down from JP¥40.44 in 3Q 2022). Revenue: JP¥102.5b (down 3.9% from 3Q 2022). Net income: JP¥1.81b (down 15% from 3Q 2022). Profit margin: 1.8% (down from 2.0% in 3Q 2022). The decrease in margin was driven by lower revenue. 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 increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 30Heiwado Co.,Ltd. to Report Q3, 2023 Results on Dec 27, 2022Heiwado Co.,Ltd. announced that they will report Q3, 2023 results on Dec 27, 2022
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Outside Director Shiro Takashima was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Major Estimate Revision • Oct 06Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥174 to JP¥128 per share. Revenue forecast steady at JP¥409.0b. Net income forecast to shrink 12% next year vs 7.1% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥2,200 to JP¥2,000. Share price fell 4.5% to JP¥1,934 over the past week.
Price Target Changed • Oct 05Price target decreased to JP¥2,000Down from JP¥2,200, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,955. Stock is down 4.0% over the past year. The company is forecast to post earnings per share of JP¥128 for next year compared to JP¥203 last year.
Reported Earnings • Oct 01Second quarter 2023 earnings released: EPS: JP¥33.92 (vs JP¥59.32 in 2Q 2022)Second quarter 2023 results: EPS: JP¥33.92 (down from JP¥59.32 in 2Q 2022). Revenue: JP¥104.5b (down 5.9% from 2Q 2022). Net income: JP¥1.78b (down 43% from 2Q 2022). Profit margin: 1.7% (down from 2.8% in 2Q 2022). The decrease in margin was driven by lower revenue. 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 17% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Aug 28Heiwado Co.,Ltd. to Report Q2, 2023 Results on Sep 29, 2022Heiwado Co.,Ltd. announced that they will report Q2, 2023 results on Sep 29, 2022
Upcoming Dividend • Aug 11Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 01 November 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Jul 02First quarter 2023 earnings released: EPS: JP¥22.94 (vs JP¥38.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.94 (down from JP¥38.86 in 1Q 2022). Revenue: JP¥98.7b (down 5.9% from 1Q 2022). Net income: JP¥1.20b (down 41% from 1Q 2022). Profit margin: 1.2% (down from 1.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 5.7% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jun 01Heiwado Co.,Ltd. to Report Q1, 2023 Results on Jun 30, 2022Heiwado Co.,Ltd. announced that they will report Q1, 2023 results on Jun 30, 2022
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Outside Director Shiro Takashima was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08+ 1 more updateHeiwado Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 05, 2022Heiwado Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 05, 2022
Reported Earnings • Apr 08Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥203 (up from JP¥185 in FY 2021). Revenue: JP¥439.7b (flat on FY 2021). Net income: JP¥10.6b (up 9.5% from FY 2021). Profit margin: 2.4% (up from 2.2% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 1.2%, 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 16% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Feb 10Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 17 February 2022. Payment date: 14 May 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 27Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥40.44 (down from JP¥47.44 in 3Q 2021). Revenue: JP¥106.7b (down 1.7% from 3Q 2021). Net income: JP¥2.12b (down 15% from 3Q 2021). Profit margin: 2.0% (down from 2.3% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 39%. Earnings per share (EPS) surpassed analyst estimates by 39%. 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 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 01Second quarter 2022 earnings released: EPS JP¥59.32 (vs JP¥66.29 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥111.1b (flat on 2Q 2021). Net income: JP¥3.11b (down 11% from 2Q 2021). Profit margin: 2.8% (down from 3.1% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 12Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 02 November 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.5%).
Price Target Changed • Jul 21Price target decreased to JP¥2,500Down from JP¥2,700, the current price target is provided by 1 analyst. New target price is 22% above last closing price of JP¥2,041. Stock is up 2.5% over the past year.
Reported Earnings • Jul 03First quarter 2022 earnings released: EPS JP¥38.86 (vs JP¥7.05 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥104.9b (up 3.8% from 1Q 2021). Net income: JP¥2.04b (up 451% from 1Q 2021). Profit margin: 1.9% (up from 0.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
Major Estimate Revision • Apr 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥169 to JP¥189. Revenue forecast steady at JP¥443.0b. Net income forecast to grow 1.8% next year vs 6.7% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥2,600 to JP¥2,700. Share price was steady at JP¥2,318 over the past week.
Reported Earnings • Apr 04Full year 2021 earnings released: EPS JP¥185 (vs JP¥116 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥439.3b (up 1.3% from FY 2020). Net income: JP¥9.72b (up 59% from FY 2020). Profit margin: 2.2% (up from 1.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 28Heiwado Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 02, 2021Heiwado Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 02, 2021
Is New 90 Day High Low • Feb 22New 90-day low: JP¥2,059The company is down 6.0% from its price of JP¥2,199 on 24 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.
Reported Earnings • Dec 26Third quarter 2021 earnings released: EPS JP¥47.44The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥108.6b (up 2.8% from 3Q 2020). Net income: JP¥2.49b (up 123% from 3Q 2020). Profit margin: 2.3% (up from 1.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% 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.
Is New 90 Day High Low • Dec 01New 90-day low: JP¥2,087The company is down 4.0% from its price of JP¥2,180 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period.
Price Target Changed • Dec 01Price target raised to JP¥2,600Up from JP¥2,000, the current price target is provided by 1 analyst. The new target price is 25% above the current share price of JP¥2,087. As of last close, the stock is up 0.3% over the past year.
お知らせ • Nov 28Heiwado Co., Ltd. to Report Q3, 2021 Results on Dec 25, 2020Heiwado Co., Ltd. announced that they will report Q3, 2021 results on Dec 25, 2020
お知らせ • Sep 11Heiwado Co., Ltd. to Report Q2, 2021 Results on Oct 01, 2020Heiwado Co., Ltd. announced that they will report Q2, 2021 results on Oct 01, 2020