This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsNishimoto（9260）株式概要株式会社ニシモトは、その子会社とともに、アジア食品と食材の卸売と販売を世界中で行っている。 詳細9260 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績0/6財務の健全性4/6配当金0/6リスク分析リスクチェックの結果、9260 、リスクは検出されなかった。すべてのリスクチェックを見る9260 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW477,689 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 NarrativeBLINROAG477,689 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.92k64.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b672b2016201920222025202620282031Revenue JP¥672.1bEarnings JP¥20.3bAdvancedSet Fair ValueView all narrativesNishimoto Co., Ltd. 競合他社Shoei FoodsSymbol: TSE:8079Market cap: JP¥72.8bITOCHU-SHOKUHINSymbol: TSE:2692Market cap: JP¥164.2bYokoreiLtdSymbol: TSE:2874Market cap: JP¥132.5bYamataneSymbol: TSE:9305Market cap: JP¥44.8b価格と性能株価の高値、安値、推移の概要Nishimoto過去の株価現在の株価JP¥1,923.0052週高値JP¥1,953.3352週安値JP¥1,015.00ベータ0.151ヶ月の変化-0.21%3ヶ月変化0.10%1年変化-0.36%3年間の変化107.44%5年間の変化206.86%IPOからの変化31.86%最新ニュースお知らせ • Apr 02Nishimoto Co., Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective April 23, 2025Nishimoto Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from April 23, 2025, due to Reverse stock split.お知らせ • Feb 17Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2025Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2025.Reported Earnings • Feb 16Full year 2024 earnings released: JP¥26.18 loss per share (vs JP¥146 profit in FY 2023)Full year 2024 results: JP¥26.18 loss per share (down from JP¥146 profit in FY 2023). Revenue: JP¥328.9b (up 9.3% from FY 2023). Net loss: JP¥1.12b (down 118% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.お知らせ • Jan 05Nishimoto Co., Ltd. to Report Fiscal Year 2024 Results on Feb 14, 2025Nishimoto Co., Ltd. announced that they will report fiscal year 2024 results on Feb 14, 2025分析記事 • Nov 13What Nishimoto Co., Ltd.'s (TSE:9260) 41% Share Price Gain Is Not Telling YouThe Nishimoto Co., Ltd. ( TSE:9260 ) share price has done very well over the last month, posting an excellent gain of...Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: JP¥10.66 (vs JP¥53.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.66 (down from JP¥53.76 in 3Q 2023). Revenue: JP¥80.8b (up 4.5% from 3Q 2023). Net income: JP¥456.0m (down 80% from 3Q 2023). Profit margin: 0.6% (down from 3.0% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesお知らせ • Apr 02Nishimoto Co., Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective April 23, 2025Nishimoto Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from April 23, 2025, due to Reverse stock split.お知らせ • Feb 17Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2025Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2025.Reported Earnings • Feb 16Full year 2024 earnings released: JP¥26.18 loss per share (vs JP¥146 profit in FY 2023)Full year 2024 results: JP¥26.18 loss per share (down from JP¥146 profit in FY 2023). Revenue: JP¥328.9b (up 9.3% from FY 2023). Net loss: JP¥1.12b (down 118% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.お知らせ • Jan 05Nishimoto Co., Ltd. to Report Fiscal Year 2024 Results on Feb 14, 2025Nishimoto Co., Ltd. announced that they will report fiscal year 2024 results on Feb 14, 2025分析記事 • Nov 13What Nishimoto Co., Ltd.'s (TSE:9260) 41% Share Price Gain Is Not Telling YouThe Nishimoto Co., Ltd. ( TSE:9260 ) share price has done very well over the last month, posting an excellent gain of...Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: JP¥10.66 (vs JP¥53.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.66 (down from JP¥53.76 in 3Q 2023). Revenue: JP¥80.8b (up 4.5% from 3Q 2023). Net income: JP¥456.0m (down 80% from 3Q 2023). Profit margin: 0.6% (down from 3.0% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,653, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 46% over the past three years.お知らせ • Oct 06Nishimoto Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Nishimoto Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024分析記事 • Aug 28Nishimoto's (TSE:9260) Soft Earnings Don't Show The Whole PictureNishimoto Co., Ltd.'s ( TSE:9260 ) stock was strong despite it releasing a soft earnings report last week. However, we...Reported Earnings • Aug 19Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: JP¥86.5b (up 13% from 2Q 2023). Net income: JP¥1.48b (down 28% from 2Q 2023). Profit margin: 1.7% (down from 2.7% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.分析記事 • Aug 06Is Nishimoto (TSE:9260) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 05Positive Sentiment Still Eludes Nishimoto Co., Ltd. (TSE:9260) Following 26% Share Price SlumpUnfortunately for some shareholders, the Nishimoto Co., Ltd. ( TSE:9260 ) share price has dived 26% in the last thirty...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,081, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 31% over the past three years.Upcoming Dividend • Jun 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 19 September 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.7%).分析記事 • May 23Not Many Are Piling Into Nishimoto Co., Ltd. (TSE:9260) Stock Yet As It Plummets 26%To the annoyance of some shareholders, Nishimoto Co., Ltd. ( TSE:9260 ) shares are down a considerable 26% in the last...Reported Earnings • May 19First quarter 2024 earnings released: EPS: JP¥64.73 (vs JP¥161 in 1Q 2023)First quarter 2024 results: EPS: JP¥64.73 (down from JP¥161 in 1Q 2023). Revenue: JP¥80.2b (up 15% from 1Q 2023). Net income: JP¥925.0m (down 60% from 1Q 2023). Profit margin: 1.2% (down from 3.3% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year.Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥4,730, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 87% over the past three years.お知らせ • Apr 06Nishimoto Co., Ltd. to Report Q1, 2024 Results on May 15, 2024Nishimoto Co., Ltd. announced that they will report Q1, 2024 results on May 15, 2024お知らせ • Feb 16Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2024Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2024.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: JP¥437 (vs JP¥475 in FY 2022)Full year 2023 results: EPS: JP¥437 (down from JP¥475 in FY 2022). Revenue: JP¥300.8b (up 9.3% from FY 2022). Net income: JP¥6.27b (down 8.0% from FY 2022). Profit margin: 2.1% (down from 2.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 15Nishimoto Co., Ltd. (TSE:9260) announces an Equity Buyback for 125,000 shares, representing 0.87% for ¥752.5 million.Nishimoto Co., Ltd. (TSE:9260) announces a share repurchase program. Under the program, the company will repurchase up to 125,000 shares, representing 0.87% of its share capital, for ¥752.5 million. The company will repurchase its shares at a price of ¥6,020 per share. The shares will be repurchased for the purpose of implementing policy and improving capital efficiency. The program will expire on February 15, 2024. As of December 31, 2023, the company had 14,353,140 shares in issue (excluding treasury stock) and 241 shares in treasury.お知らせ • Jan 17Nishimoto Co., Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Nishimoto Co., Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥80.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 18 March 2024. Payout ratio is a comfortable 2.1% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: JP¥161 (vs JP¥81.87 in 3Q 2022)Third quarter 2023 results: EPS: JP¥161 (up from JP¥81.87 in 3Q 2022). Revenue: JP¥77.3b (up 8.0% from 3Q 2022). Net income: JP¥2.32b (up 97% from 3Q 2022). Profit margin: 3.0% (up from 1.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 44% per year.New Risk • Oct 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).お知らせ • Sep 07Nishimoto Co., Ltd. to Report Q3, 2023 Results on Nov 13, 2023Nishimoto Co., Ltd. announced that they will report Q3, 2023 results on Nov 13, 2023Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥144 (vs JP¥163 in 2Q 2022)Second quarter 2023 results: EPS: JP¥144 (down from JP¥163 in 2Q 2022). Revenue: JP¥76.5b (up 6.7% from 2Q 2022). Net income: JP¥2.07b (down 12% from 2Q 2022). Profit margin: 2.7% (down from 3.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 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 increased by 60% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28Nishimoto Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Nishimoto Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023Upcoming Dividend • Jun 22Upcoming dividend of JP¥70.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 19 September 2023. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 20Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥475 (up from JP¥350 in FY 2021). Revenue: JP¥275.2b (up 29% from FY 2021). Net income: JP¥6.82b (up 36% from FY 2021). Profit margin: 2.5% (up from 2.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 7.9%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 18Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2023Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2023.お知らせ • Dec 28Nishimoto Co., Ltd. to Report Fiscal Year 2022 Results on Feb 14, 2023Nishimoto Co., Ltd. announced that they will report fiscal year 2022 results on Feb 14, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 March 2023. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥81.87 (vs JP¥45.01 in 3Q 2021)Third quarter 2022 results: EPS: JP¥81.87 (up from JP¥45.01 in 3Q 2021). Revenue: JP¥71.6b (up 29% from 3Q 2021). Net income: JP¥1.18b (up 82% from 3Q 2021). Profit margin: 1.6% (up from 1.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Global CDO & Director Celso Guiotoko was the last 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.お知らせ • Sep 15Nishimoto Co., Ltd. to Report Q3, 2022 Results on Nov 14, 2022Nishimoto Co., Ltd. announced that they will report Q3, 2022 results on Nov 14, 2022Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: JP¥163 (vs JP¥117 in 2Q 2021)Second quarter 2022 results: EPS: JP¥163 (up from JP¥117 in 2Q 2021). Revenue: JP¥71.7b (up 30% from 2Q 2021). Net income: JP¥2.34b (up 39% from 2Q 2021). Profit margin: 3.3% (up from 3.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).お知らせ • Jun 11Nishimoto Co., Ltd. to Report Q2, 2022 Results on Aug 12, 2022Nishimoto Co., Ltd. announced that they will report Q2, 2022 results on Aug 12, 2022Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 41% share price gain to JP¥3,485, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 11% over the past three years.Reported Earnings • May 16First quarter 2022 earnings released: EPS: JP¥151 (vs JP¥62.98 in 1Q 2021)First quarter 2022 results: EPS: JP¥151 (up from JP¥62.98 in 1Q 2021). Revenue: JP¥59.0b (up 32% from 1Q 2021). Net income: JP¥2.16b (up 139% from 1Q 2021). Profit margin: 3.7% (up from 2.0% in 1Q 2021). The increase in margin was driven by higher revenue. 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 10% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Global CDO & Director Celso Guiotoko was the last 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.お知らせ • Apr 08Nishimoto Co., Ltd. to Report Q1, 2022 Results on May 13, 2022Nishimoto Co., Ltd. announced that they will report Q1, 2022 results on May 13, 2022お知らせ • Feb 17Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2022Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2022.Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥350 (up from JP¥70.79 in FY 2020). Revenue: JP¥213.2b (up 27% from FY 2020). Net income: JP¥5.03b (up 395% from FY 2020). Profit margin: 2.4% (up from 0.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 13% per year.Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 16 March 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥3,500, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 26% over the past three years.Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS JP¥45.01 (vs JP¥90.71 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥55.5b (up 24% from 3Q 2020). Net income: JP¥646.0m (down 50% from 3Q 2020). Profit margin: 1.2% (down from 2.9% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS JP¥117 (vs JP¥73.30 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥55.3b (up 51% from 2Q 2020). Net income: JP¥1.68b (up JP¥2.74b from 2Q 2020). Profit margin: 3.0% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥3,320, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 15x in the Consumer Retailing industry in Japan. Total loss to shareholders of 24% over the past three years.Reported Earnings • May 17First quarter 2021 earnings released: EPS JP¥62.98 (vs JP¥7.87 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥44.6b (up 3.6% from 1Q 2020). Net income: JP¥904.0m (up JP¥791.0m from 1Q 2020). Profit margin: 2.0% (up from 0.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 06Full year 2020 earnings released: EPS JP¥70.79 (vs JP¥174 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥168.4b (down 7.8% from FY 2019). Net income: JP¥1.02b (down 59% from FY 2019). Profit margin: 0.6% (down from 1.4% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Feb 17Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2021Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2021.Reported Earnings • Feb 17Full year 2020 earnings released: EPS JP¥70.79 (vs JP¥174 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥168.4b (down 7.8% from FY 2019). Net income: JP¥1.02b (down 59% from FY 2019). Profit margin: 0.6% (down from 1.4% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 15New 90-day high: JP¥2,994The company is up 37% from its price of JP¥2,179 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 5.0% over the same period.Is New 90 Day High Low • Jan 28New 90-day high: JP¥2,686The company is up 44% from its price of JP¥1,859 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 8.0% over the same period.Is New 90 Day High Low • Dec 30New 90-day high: JP¥2,524The company is up 34% from its price of JP¥1,878 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period.Is New 90 Day High Low • Dec 07New 90-day high: JP¥2,390The company is up 25% from its price of JP¥1,910 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period.お知らせ • Sep 21Nishimoto Co., Ltd.(TSE:9260) dropped from S&P Global BMI IndexNishimoto Co., Ltd.(TSE:9260) dropped from S&P Global BMI Indexお知らせ • Sep 13Nishimoto Co., Ltd. to Report Q3, 2020 Results on Nov 13, 2020Nishimoto Co., Ltd. announced that they will report Q3, 2020 results on Nov 13, 2020株主還元9260JP Consumer RetailingJP 市場7D0%0.3%-0.8%1Y-0.4%-6.3%40.9%株主還元を見る業界別リターン: 9260過去 1 年間で-6.3 % 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: 9260過去 1 年間で40.9 % の収益を上げたJP市場を上回りました。価格変動Is 9260's price volatile compared to industry and market?9260 volatility9260 Average Weekly Movement0.2%Consumer Retailing Industry Average Movement3.1%Market Average Movement4.3%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.1%安定した株価: 9260 、 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: 9260の 週次ボラティリティ は、過去 1 年間で6%から0%に減少しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト19122,158Yoshiro Susakiwww.wismettac.com株式会社ニシモトは、子会社とともにアジア食品・食材の卸売・販売を世界各地で行っている。アジア食品グローバル事業、農水産物商社事業、その他事業を展開。生鮮・冷凍加工青果物、水産物などを外食・食品メーカー向けに輸入・卸売するほか、生産された野菜や果物を輸出。海外ブランド食品・キャラクターを使用したオリジナル商品の販売事業、サプリメント等の販売事業、カタログ通信販売事業を行っている。株式会社西本は、旧社名を株式会社西本トレーディングホールディングとし、2015年1月に株式会社西本に商号変更した。同社は1912年に設立され、神戸に本社を置いている。もっと見るNishimoto Co., Ltd. 基礎のまとめNishimoto の収益と売上を時価総額と比較するとどうか。9260 基礎統計学時価総額JP¥82.23b収益（TTM）-JP¥1.12b売上高(TTM)JP¥328.94b0.2xP/Sレシオ-73.4xPER（株価収益率9260 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9260 損益計算書（TTM）収益JP¥328.94b売上原価JP¥260.03b売上総利益JP¥68.91bその他の費用JP¥70.03b収益-JP¥1.12b直近の収益報告Dec 31, 2024次回決算日該当なし一株当たり利益（EPS）-26.19グロス・マージン20.95%純利益率-0.34%有利子負債／自己資本比率130.7%9260 の長期的なパフォーマンスは？過去の実績と比較を見る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2025/04/26 02:06終値2025/04/22 00:00収益2024/12/31年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nishimoto Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Ryozo MinagawaNomura Securities Co. Ltd.
お知らせ • Apr 02Nishimoto Co., Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective April 23, 2025Nishimoto Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from April 23, 2025, due to Reverse stock split.
お知らせ • Feb 17Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2025Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2025.
Reported Earnings • Feb 16Full year 2024 earnings released: JP¥26.18 loss per share (vs JP¥146 profit in FY 2023)Full year 2024 results: JP¥26.18 loss per share (down from JP¥146 profit in FY 2023). Revenue: JP¥328.9b (up 9.3% from FY 2023). Net loss: JP¥1.12b (down 118% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
お知らせ • Jan 05Nishimoto Co., Ltd. to Report Fiscal Year 2024 Results on Feb 14, 2025Nishimoto Co., Ltd. announced that they will report fiscal year 2024 results on Feb 14, 2025
分析記事 • Nov 13What Nishimoto Co., Ltd.'s (TSE:9260) 41% Share Price Gain Is Not Telling YouThe Nishimoto Co., Ltd. ( TSE:9260 ) share price has done very well over the last month, posting an excellent gain of...
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: JP¥10.66 (vs JP¥53.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.66 (down from JP¥53.76 in 3Q 2023). Revenue: JP¥80.8b (up 4.5% from 3Q 2023). Net income: JP¥456.0m (down 80% from 3Q 2023). Profit margin: 0.6% (down from 3.0% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Apr 02Nishimoto Co., Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective April 23, 2025Nishimoto Co., Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from April 23, 2025, due to Reverse stock split.
お知らせ • Feb 17Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2025Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2025.
Reported Earnings • Feb 16Full year 2024 earnings released: JP¥26.18 loss per share (vs JP¥146 profit in FY 2023)Full year 2024 results: JP¥26.18 loss per share (down from JP¥146 profit in FY 2023). Revenue: JP¥328.9b (up 9.3% from FY 2023). Net loss: JP¥1.12b (down 118% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
お知らせ • Jan 05Nishimoto Co., Ltd. to Report Fiscal Year 2024 Results on Feb 14, 2025Nishimoto Co., Ltd. announced that they will report fiscal year 2024 results on Feb 14, 2025
分析記事 • Nov 13What Nishimoto Co., Ltd.'s (TSE:9260) 41% Share Price Gain Is Not Telling YouThe Nishimoto Co., Ltd. ( TSE:9260 ) share price has done very well over the last month, posting an excellent gain of...
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: JP¥10.66 (vs JP¥53.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.66 (down from JP¥53.76 in 3Q 2023). Revenue: JP¥80.8b (up 4.5% from 3Q 2023). Net income: JP¥456.0m (down 80% from 3Q 2023). Profit margin: 0.6% (down from 3.0% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,653, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 46% over the past three years.
お知らせ • Oct 06Nishimoto Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Nishimoto Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
分析記事 • Aug 28Nishimoto's (TSE:9260) Soft Earnings Don't Show The Whole PictureNishimoto Co., Ltd.'s ( TSE:9260 ) stock was strong despite it releasing a soft earnings report last week. However, we...
Reported Earnings • Aug 19Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: JP¥86.5b (up 13% from 2Q 2023). Net income: JP¥1.48b (down 28% from 2Q 2023). Profit margin: 1.7% (down from 2.7% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.
分析記事 • Aug 06Is Nishimoto (TSE:9260) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Aug 05Positive Sentiment Still Eludes Nishimoto Co., Ltd. (TSE:9260) Following 26% Share Price SlumpUnfortunately for some shareholders, the Nishimoto Co., Ltd. ( TSE:9260 ) share price has dived 26% in the last thirty...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,081, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 31% over the past three years.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 19 September 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.7%).
分析記事 • May 23Not Many Are Piling Into Nishimoto Co., Ltd. (TSE:9260) Stock Yet As It Plummets 26%To the annoyance of some shareholders, Nishimoto Co., Ltd. ( TSE:9260 ) shares are down a considerable 26% in the last...
Reported Earnings • May 19First quarter 2024 earnings released: EPS: JP¥64.73 (vs JP¥161 in 1Q 2023)First quarter 2024 results: EPS: JP¥64.73 (down from JP¥161 in 1Q 2023). Revenue: JP¥80.2b (up 15% from 1Q 2023). Net income: JP¥925.0m (down 60% from 1Q 2023). Profit margin: 1.2% (down from 3.3% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year.
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥4,730, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 87% over the past three years.
お知らせ • Apr 06Nishimoto Co., Ltd. to Report Q1, 2024 Results on May 15, 2024Nishimoto Co., Ltd. announced that they will report Q1, 2024 results on May 15, 2024
お知らせ • Feb 16Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2024Nishimoto Co., Ltd., Annual General Meeting, Mar 28, 2024.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: JP¥437 (vs JP¥475 in FY 2022)Full year 2023 results: EPS: JP¥437 (down from JP¥475 in FY 2022). Revenue: JP¥300.8b (up 9.3% from FY 2022). Net income: JP¥6.27b (down 8.0% from FY 2022). Profit margin: 2.1% (down from 2.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 15Nishimoto Co., Ltd. (TSE:9260) announces an Equity Buyback for 125,000 shares, representing 0.87% for ¥752.5 million.Nishimoto Co., Ltd. (TSE:9260) announces a share repurchase program. Under the program, the company will repurchase up to 125,000 shares, representing 0.87% of its share capital, for ¥752.5 million. The company will repurchase its shares at a price of ¥6,020 per share. The shares will be repurchased for the purpose of implementing policy and improving capital efficiency. The program will expire on February 15, 2024. As of December 31, 2023, the company had 14,353,140 shares in issue (excluding treasury stock) and 241 shares in treasury.
お知らせ • Jan 17Nishimoto Co., Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Nishimoto Co., Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥80.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 18 March 2024. Payout ratio is a comfortable 2.1% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: JP¥161 (vs JP¥81.87 in 3Q 2022)Third quarter 2023 results: EPS: JP¥161 (up from JP¥81.87 in 3Q 2022). Revenue: JP¥77.3b (up 8.0% from 3Q 2022). Net income: JP¥2.32b (up 97% from 3Q 2022). Profit margin: 3.0% (up from 1.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 44% per year.
New Risk • Oct 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).
お知らせ • Sep 07Nishimoto Co., Ltd. to Report Q3, 2023 Results on Nov 13, 2023Nishimoto Co., Ltd. announced that they will report Q3, 2023 results on Nov 13, 2023
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥144 (vs JP¥163 in 2Q 2022)Second quarter 2023 results: EPS: JP¥144 (down from JP¥163 in 2Q 2022). Revenue: JP¥76.5b (up 6.7% from 2Q 2022). Net income: JP¥2.07b (down 12% from 2Q 2022). Profit margin: 2.7% (down from 3.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 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 increased by 60% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28Nishimoto Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Nishimoto Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023
Upcoming Dividend • Jun 22Upcoming dividend of JP¥70.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 19 September 2023. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 20Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥475 (up from JP¥350 in FY 2021). Revenue: JP¥275.2b (up 29% from FY 2021). Net income: JP¥6.82b (up 36% from FY 2021). Profit margin: 2.5% (up from 2.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 7.9%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 18Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2023Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2023.
お知らせ • Dec 28Nishimoto Co., Ltd. to Report Fiscal Year 2022 Results on Feb 14, 2023Nishimoto Co., Ltd. announced that they will report fiscal year 2022 results on Feb 14, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 March 2023. Payout ratio is a comfortable 6.7% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥81.87 (vs JP¥45.01 in 3Q 2021)Third quarter 2022 results: EPS: JP¥81.87 (up from JP¥45.01 in 3Q 2021). Revenue: JP¥71.6b (up 29% from 3Q 2021). Net income: JP¥1.18b (up 82% from 3Q 2021). Profit margin: 1.6% (up from 1.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Global CDO & Director Celso Guiotoko was the last 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.
お知らせ • Sep 15Nishimoto Co., Ltd. to Report Q3, 2022 Results on Nov 14, 2022Nishimoto Co., Ltd. announced that they will report Q3, 2022 results on Nov 14, 2022
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: JP¥163 (vs JP¥117 in 2Q 2021)Second quarter 2022 results: EPS: JP¥163 (up from JP¥117 in 2Q 2021). Revenue: JP¥71.7b (up 30% from 2Q 2021). Net income: JP¥2.34b (up 39% from 2Q 2021). Profit margin: 3.3% (up from 3.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 16 September 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).
お知らせ • Jun 11Nishimoto Co., Ltd. to Report Q2, 2022 Results on Aug 12, 2022Nishimoto Co., Ltd. announced that they will report Q2, 2022 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 41% share price gain to JP¥3,485, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 11% over the past three years.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: JP¥151 (vs JP¥62.98 in 1Q 2021)First quarter 2022 results: EPS: JP¥151 (up from JP¥62.98 in 1Q 2021). Revenue: JP¥59.0b (up 32% from 1Q 2021). Net income: JP¥2.16b (up 139% from 1Q 2021). Profit margin: 3.7% (up from 2.0% in 1Q 2021). The increase in margin was driven by higher revenue. 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 10% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Global CDO & Director Celso Guiotoko was the last 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.
お知らせ • Apr 08Nishimoto Co., Ltd. to Report Q1, 2022 Results on May 13, 2022Nishimoto Co., Ltd. announced that they will report Q1, 2022 results on May 13, 2022
お知らせ • Feb 17Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2022Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2022.
Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥350 (up from JP¥70.79 in FY 2020). Revenue: JP¥213.2b (up 27% from FY 2020). Net income: JP¥5.03b (up 395% from FY 2020). Profit margin: 2.4% (up from 0.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 13% per year.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 16 March 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥3,500, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 26% over the past three years.
Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS JP¥45.01 (vs JP¥90.71 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥55.5b (up 24% from 3Q 2020). Net income: JP¥646.0m (down 50% from 3Q 2020). Profit margin: 1.2% (down from 2.9% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS JP¥117 (vs JP¥73.30 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥55.3b (up 51% from 2Q 2020). Net income: JP¥1.68b (up JP¥2.74b from 2Q 2020). Profit margin: 3.0% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥3,320, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 15x in the Consumer Retailing industry in Japan. Total loss to shareholders of 24% over the past three years.
Reported Earnings • May 17First quarter 2021 earnings released: EPS JP¥62.98 (vs JP¥7.87 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥44.6b (up 3.6% from 1Q 2020). Net income: JP¥904.0m (up JP¥791.0m from 1Q 2020). Profit margin: 2.0% (up from 0.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 06Full year 2020 earnings released: EPS JP¥70.79 (vs JP¥174 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥168.4b (down 7.8% from FY 2019). Net income: JP¥1.02b (down 59% from FY 2019). Profit margin: 0.6% (down from 1.4% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 17Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2021Nishimoto Co., Ltd., Annual General Meeting, Mar 30, 2021.
Reported Earnings • Feb 17Full year 2020 earnings released: EPS JP¥70.79 (vs JP¥174 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥168.4b (down 7.8% from FY 2019). Net income: JP¥1.02b (down 59% from FY 2019). Profit margin: 0.6% (down from 1.4% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 15New 90-day high: JP¥2,994The company is up 37% from its price of JP¥2,179 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Jan 28New 90-day high: JP¥2,686The company is up 44% from its price of JP¥1,859 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Dec 30New 90-day high: JP¥2,524The company is up 34% from its price of JP¥1,878 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Dec 07New 90-day high: JP¥2,390The company is up 25% from its price of JP¥1,910 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period.
お知らせ • Sep 21Nishimoto Co., Ltd.(TSE:9260) dropped from S&P Global BMI IndexNishimoto Co., Ltd.(TSE:9260) dropped from S&P Global BMI Index
お知らせ • Sep 13Nishimoto Co., Ltd. to Report Q3, 2020 Results on Nov 13, 2020Nishimoto Co., Ltd. announced that they will report Q3, 2020 results on Nov 13, 2020
