View ValuationMakiya 将来の成長Future 基準チェック /06現在、 Makiyaの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Consumer Retailing 収益成長8.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 03Makiya Co., Ltd. to Report Q1, 2027 Results on Aug 12, 2026Makiya Co., Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026Buy Or Sell Opportunity • May 28Now 21% undervaluedOver the last 90 days, the stock has risen 17% to JP¥1,455. The fair value is estimated to be JP¥1,830, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 5.1%.お知らせ • May 28+ 1 more updateMakiya Co., Ltd. announced that it expects to receive ¥1.6772 billion in funding from Kobe Bussan Co., Ltd.Makiya Co., Ltd announced a private placement to issue 1,400,000 shares of common stock at an issue price of ¥1,198 for gross proceeds of ¥1,677,200,000 on May 26, 2026. The transaction includes participation from new investor, Kobe Bussan Co., Ltd and will hold 19.83% stake. The transaction will happen through third party allocation. The issue date will be from July 15, 2026 to July 31, 2026. The transaction has been approved at board of director meeting of the company. The company will bear issuance expenses of ¥500,000 and will receive net proceeds of ¥1,676,700,000.Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥1,500, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 122% over the past three years.New Risk • May 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 385% Dividend yield: 2.5% 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 (385% cash payout ratio). Market cap is less than US$100m (JP¥12.0b market cap, or US$75.6m).Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥147 (vs JP¥150 in FY 2025)Full year 2026 results: EPS: JP¥147 (down from JP¥150 in FY 2025). Revenue: JP¥93.7b (up 4.7% from FY 2025). Net income: JP¥1.47b (down 1.8% from FY 2025). Profit margin: 1.6% (down from 1.7% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12Makiya Co., Ltd., Annual General Meeting, Jun 26, 2026Makiya Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10Makiya Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Makiya Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥43.07 (vs JP¥61.33 in 3Q 2025)Third quarter 2026 results: EPS: JP¥43.07 (down from JP¥61.33 in 3Q 2025). Revenue: JP¥24.9b (up 5.5% from 3Q 2025). Net income: JP¥431.0m (down 30% from 3Q 2025). Profit margin: 1.7% (down from 2.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 29Makiya Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Makiya Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥24.80 (vs JP¥30.03 in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.80 (down from JP¥30.03 in 2Q 2025). Revenue: JP¥22.8b (up 2.1% from 2Q 2025). Net income: JP¥248.0m (down 17% from 2Q 2025). Profit margin: 1.1% (down from 1.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).お知らせ • Sep 03Makiya Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Makiya Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025Reported Earnings • Aug 14First quarter 2026 earnings released: EPS: JP¥44.13 (vs JP¥34.06 in 1Q 2025)First quarter 2026 results: EPS: JP¥44.13 (up from JP¥34.06 in 1Q 2025). Revenue: JP¥23.0b (up 8.9% from 1Q 2025). Net income: JP¥441.0m (up 30% from 1Q 2025). Profit margin: 1.9% (up from 1.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 05Full year 2025 earnings released: EPS: JP¥150 (vs JP¥146 in FY 2024)Full year 2025 results: EPS: JP¥150 (up from JP¥146 in FY 2024). Revenue: JP¥89.4b (up 16% from FY 2024). Net income: JP¥1.50b (up 3.0% from FY 2024). Profit margin: 1.7% (down from 1.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 11Makiya Co., Ltd. to Report Q1, 2026 Results on Aug 12, 2025Makiya Co., Ltd. announced that they will report Q1, 2026 results on Aug 12, 2025Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥150 (vs JP¥146 in FY 2024)Full year 2025 results: EPS: JP¥150 (up from JP¥146 in FY 2024). Revenue: JP¥89.4b (up 16% from FY 2024). Net income: JP¥1.50b (up 3.0% from FY 2024). Profit margin: 1.7% (down from 1.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Makiya Co., Ltd., Annual General Meeting, Jun 27, 2025Makiya Co., Ltd., Annual General Meeting, Jun 27, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 7.1% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Mar 12Makiya Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Makiya Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥61.33 (vs JP¥59.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥61.33 (up from JP¥59.30 in 3Q 2024). Revenue: JP¥23.6b (up 15% from 3Q 2024). Net income: JP¥613.0m (up 3.5% from 3Q 2024). Profit margin: 2.6% (down from 2.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 03Makiya Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Makiya Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025分析記事 • Nov 20Makiya's (TSE:9890) Earnings Offer More Than Meets The EyeMakiya Co., Ltd.'s ( TSE:9890 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥30.03 (vs JP¥35.46 in 2Q 2024)Second quarter 2025 results: EPS: JP¥30.03 (down from JP¥35.46 in 2Q 2024). Revenue: JP¥22.4b (up 17% from 2Q 2024). Net income: JP¥300.0m (down 15% from 2Q 2024). Profit margin: 1.3% (down from 1.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.Upcoming Dividend • Sep 20Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).お知らせ • Aug 28Makiya Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Makiya Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥34.06 (vs JP¥36.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.06 (down from JP¥36.26 in 1Q 2024). Revenue: JP¥21.1b (up 14% from 1Q 2024). Net income: JP¥340.0m (down 6.1% from 1Q 2024). Profit margin: 1.6% (down from 1.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 06Returns On Capital Are Showing Encouraging Signs At Makiya (TSE:9890)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥845, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 2.0% over the past three years.分析記事 • May 22Makiya's (TSE:9890) Solid Earnings Are Supported By Other Strong FactorsEven though Makiya Co., Ltd. ( TSE:9890 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥146 (vs JP¥119 in FY 2023)Full year 2024 results: EPS: JP¥146 (up from JP¥119 in FY 2023). Revenue: JP¥77.3b (up 8.0% from FY 2023). Net income: JP¥1.45b (up 23% from FY 2023). Profit margin: 1.9% (up from 1.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.お知らせ • May 16Makiya Co., Ltd., Annual General Meeting, Jun 27, 2024Makiya Co., Ltd., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).お知らせ • Mar 02Makiya Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Makiya Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥59.30 (vs JP¥47.58 in 3Q 2023)Third quarter 2024 results: EPS: JP¥59.30 (up from JP¥47.58 in 3Q 2023). Revenue: JP¥20.5b (up 8.1% from 3Q 2023). Net income: JP¥592.0m (up 25% from 3Q 2023). Profit margin: 2.9% (up from 2.5% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.New Risk • Nov 29New 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 7.5% 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 (7.5% average weekly change). Minor Risk Market cap is less than US$100m (JP¥10.6b market cap, or US$72.2m).お知らせ • Nov 27Makiya Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Makiya Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥35.46 (vs JP¥23.44 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.46 (up from JP¥23.44 in 2Q 2023). Revenue: JP¥19.1b (up 8.1% from 2Q 2023). Net income: JP¥354.0m (up 51% from 2Q 2023). Profit margin: 1.9% (up from 1.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.New Risk • Oct 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥10.1b market cap, or US$67.6m).Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,059, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 16% over the past three years.Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).お知らせ • Aug 30Makiya Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023Makiya Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥36.26 (vs JP¥29.95 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.26 (up from JP¥29.95 in 1Q 2023). Revenue: JP¥18.6b (up 5.7% from 1Q 2023). Net income: JP¥362.0m (up 21% from 1Q 2023). Profit margin: 1.9% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jun 22Makiya Co., Ltd. to Report Q1, 2024 Results on Aug 02, 2023Makiya Co., Ltd. announced that they will report Q1, 2024 results on Aug 02, 2023Reported Earnings • May 09Full year 2023 earnings released: EPS: JP¥119 (vs JP¥133 in FY 2022)Full year 2023 results: EPS: JP¥119 (down from JP¥133 in FY 2022). Revenue: JP¥71.6b (up 3.4% from FY 2022). Net income: JP¥1.19b (down 11% from FY 2022). Profit margin: 1.7% (down from 1.9% 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 13% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 12% 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 (1.7%).Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥47.58 (vs JP¥42.77 in 3Q 2022)Third quarter 2023 results: EPS: JP¥47.58 (up from JP¥42.77 in 3Q 2022). Revenue: JP¥18.9b (up 4.5% from 3Q 2022). Net income: JP¥475.0m (up 11% from 3Q 2022). Profit margin: 2.5% (up from 2.4% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% 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 • Dec 06Makiya Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023Makiya Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥23.44 (vs JP¥37.97 in 2Q 2022)Second quarter 2023 results: EPS: JP¥23.44 (down from JP¥37.97 in 2Q 2022). Revenue: JP¥17.7b (up 1.9% from 2Q 2022). Net income: JP¥234.0m (down 38% from 2Q 2022). Profit margin: 1.3% (down from 2.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 11 highly experienced directors. No independent directors (9 non-independent directors). General Manager of FD Business Division, Manager of Sales Department and Director Yoichi Nishizawa was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥23.44 (vs JP¥37.97 in 2Q 2022)Second quarter 2023 results: EPS: JP¥23.44 (down from JP¥37.97 in 2Q 2022). Revenue: JP¥17.7b (up 1.9% from 2Q 2022). Net income: JP¥234.0m (down 38% from 2Q 2022). Profit margin: 1.3% (down from 2.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 11% 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 (3.7%). Higher than average of industry peers (1.4%).お知らせ • Aug 31Makiya Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022Makiya Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥29.95 (vs JP¥30.95 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.95 (down from JP¥30.95 in 1Q 2022). Revenue: JP¥17.6b (up 4.5% from 1Q 2022). Net income: JP¥299.0m (down 3.2% from 1Q 2022). Profit margin: 1.7% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 29Makiya Co., Ltd. to Report Q1, 2023 Results on Aug 04, 2022Makiya Co., Ltd. announced that they will report Q1, 2023 results on Aug 04, 2022Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥133 (vs JP¥140 in FY 2021)Full year 2022 results: EPS: JP¥133 (down from JP¥140 in FY 2021). Revenue: JP¥69.2b (down 8.7% from FY 2021). Net income: JP¥1.33b (down 4.9% from FY 2021). Profit margin: 1.9% (up from 1.8% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • May 08Makiya Co., Ltd., Annual General Meeting, Jun 29, 2022Makiya Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 10 highly experienced directors. No independent directors (8 non-independent directors). General Manager of FD Business Division, Manager of Sales Department and Director Yoichi Nishizawa was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Makiya Co., Ltd. to Report Fiscal Year 2022 Results on May 06, 2022Makiya Co., Ltd. announced that they will report fiscal year 2022 results on May 06, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 04Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥42.77 (down from JP¥47.58 in 3Q 2021). Revenue: JP¥18.1b (down 6.5% from 3Q 2021). Net income: JP¥427.0m (down 10% from 3Q 2021). Profit margin: 2.4% (down from 2.5% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥37.96 (vs JP¥40.17 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥17.3b (down 7.0% from 2Q 2021). Net income: JP¥379.0m (down 5.5% from 2Q 2021). Profit margin: 2.2% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.6%).Reported Earnings • Aug 18First quarter 2022 earnings released: EPS JP¥30.95 (vs JP¥57.40 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥16.8b (down 15% from 1Q 2021). Net income: JP¥309.0m (down 46% from 1Q 2021). Profit margin: 1.8% (down from 2.9% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 09Full year 2021 earnings released: EPS JP¥140 (vs JP¥36.06 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥75.8b (up 9.9% from FY 2020). Net income: JP¥1.40b (up 289% from FY 2020). Profit margin: 1.8% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.3%).分析記事 • Mar 17Makiya (TYO:9890) Shareholders Booked A 75% Gain In The Last Five YearsWhen we invest, we're generally looking for stocks that outperform the market average. And the truth is, you can make...お知らせ • Mar 04Makiya Co., Ltd. to Report Fiscal Year 2021 Results on May 07, 2021Makiya Co., Ltd. announced that they will report fiscal year 2021 results on May 07, 2021分析記事 • Feb 11How Does Makiya Co., Ltd. (TYO:9890) Stand Up To These Simple Dividend Safety Checks?Today we'll take a closer look at Makiya Co., Ltd. ( TYO:9890 ) from a dividend investor's perspective. Owning a strong...Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥47.58 (vs JP¥24.14 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥19.4b (up 9.0% from 3Q 2020). Net income: JP¥475.0m (up 97% from 3Q 2020). Profit margin: 2.5% (up from 1.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 31Makiya (TYO:9890) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Is New 90 Day High Low • Dec 21New 90-day low: JP¥1,066The company is down 19% from its price of JP¥1,320 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 2.0% over the same period.お知らせ • Nov 29Makiya Co., Ltd. to Report Q3, 2021 Results on Feb 05, 2021Makiya Co., Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021Is New 90 Day High Low • Nov 17New 90-day low: JP¥1,138The company is down 12% from its price of JP¥1,295 on 19 August 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 6.0% over the same period.Reported Earnings • Nov 09Second quarter 2021 earnings released: EPS JP¥40.17The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥18.6b (up 8.7% from 2Q 2020). Net income: JP¥401.0m (up 231% from 2Q 2020). Profit margin: 2.2% (up from 0.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming Dividend of JP¥7.50 Per ShareWill be paid on the 3rd of December to those who are registered shareholders by the 29th of September. The trailing yield of 1.1% is below the top quartile of Japanese dividend payers (3.1%), and is lower than industry peers (1.4%).お知らせ • Sep 04Makiya Co., Ltd. to Report Q2, 2021 Results on Nov 06, 2020Makiya Co., Ltd. announced that they will report Q2, 2021 results on Nov 06, 2020お知らせ • Jun 21Makiya Co., Ltd. to Report Q1, 2021 Results on Aug 04, 2020Makiya Co., Ltd. announced that they will report Q1, 2021 results on Aug 04, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Makiya は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:9890 - 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3/31/202693,6731,470783,031N/A12/31/202593,1021,364N/AN/AN/A9/30/202591,8001,5461,1493,602N/A6/30/202591,3241,598N/AN/AN/A3/31/202589,4481,4971,7583,104N/A12/31/202486,1921,399N/AN/AN/A9/30/202483,1261,3781,4593,067N/A6/30/202479,8651,432N/AN/AN/A3/31/202477,3341,4542,7333,782N/A12/31/202375,5671,487N/AN/AN/A9/30/202374,0261,3702,2122,985N/A6/30/202372,5921,250N/AN/AN/A3/31/202371,5841,1871,6792,540N/A12/31/202271,0951,224N/AN/AN/A9/30/202270,2831,1761,2442,646N/A6/30/202269,9491,321N/AN/AN/A3/31/202269,1971,331991,732N/A12/31/202170,3241,066N/AN/AN/A9/30/202171,5741,1143651,725N/A6/30/202172,8731,136N/AN/AN/A3/31/202175,7641,4002,1863,368N/A12/31/202075,3601,365N/AN/AN/A9/30/202073,7651,1312,5703,456N/A6/30/202072,273851N/AN/AN/A3/31/202068,9223601,7432,481N/A12/31/201966,919280N/AN/AN/A9/30/201966,236327N/A1,618N/A6/30/201965,498311N/AN/AN/A3/31/201965,057353N/A1,681N/A12/31/201864,635190N/AN/AN/A9/30/201864,454204N/A1,991N/A6/30/201863,436163N/AN/AN/A3/31/201862,876124N/A1,657N/A12/31/201762,505260N/AN/AN/A9/30/201761,810181N/A1,486N/A6/30/201761,442225N/AN/AN/A3/31/201761,144280N/A2,133N/A12/31/201660,783526N/AN/AN/A9/30/201660,527568N/A1,778N/A6/30/201660,493544N/AN/AN/A3/31/201660,059558N/A1,296N/A12/31/201559,129488N/AN/AN/A9/30/201558,488519N/A1,500N/A6/30/201557,636542N/AN/AN/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: 9890の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 9890の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 9890の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 9890の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 9890の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 9890の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/06/23 22:57終値2026/06/23 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Makiya Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • Jun 03Makiya Co., Ltd. to Report Q1, 2027 Results on Aug 12, 2026Makiya Co., Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026
Buy Or Sell Opportunity • May 28Now 21% undervaluedOver the last 90 days, the stock has risen 17% to JP¥1,455. The fair value is estimated to be JP¥1,830, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 5.1%.
お知らせ • May 28+ 1 more updateMakiya Co., Ltd. announced that it expects to receive ¥1.6772 billion in funding from Kobe Bussan Co., Ltd.Makiya Co., Ltd announced a private placement to issue 1,400,000 shares of common stock at an issue price of ¥1,198 for gross proceeds of ¥1,677,200,000 on May 26, 2026. The transaction includes participation from new investor, Kobe Bussan Co., Ltd and will hold 19.83% stake. The transaction will happen through third party allocation. The issue date will be from July 15, 2026 to July 31, 2026. The transaction has been approved at board of director meeting of the company. The company will bear issuance expenses of ¥500,000 and will receive net proceeds of ¥1,676,700,000.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥1,500, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 122% over the past three years.
New Risk • May 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 385% Dividend yield: 2.5% 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 (385% cash payout ratio). Market cap is less than US$100m (JP¥12.0b market cap, or US$75.6m).
Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥147 (vs JP¥150 in FY 2025)Full year 2026 results: EPS: JP¥147 (down from JP¥150 in FY 2025). Revenue: JP¥93.7b (up 4.7% from FY 2025). Net income: JP¥1.47b (down 1.8% from FY 2025). Profit margin: 1.6% (down from 1.7% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12Makiya Co., Ltd., Annual General Meeting, Jun 26, 2026Makiya Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10Makiya Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Makiya Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥43.07 (vs JP¥61.33 in 3Q 2025)Third quarter 2026 results: EPS: JP¥43.07 (down from JP¥61.33 in 3Q 2025). Revenue: JP¥24.9b (up 5.5% from 3Q 2025). Net income: JP¥431.0m (down 30% from 3Q 2025). Profit margin: 1.7% (down from 2.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 29Makiya Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Makiya Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥24.80 (vs JP¥30.03 in 2Q 2025)Second quarter 2026 results: EPS: JP¥24.80 (down from JP¥30.03 in 2Q 2025). Revenue: JP¥22.8b (up 2.1% from 2Q 2025). Net income: JP¥248.0m (down 17% from 2Q 2025). Profit margin: 1.1% (down from 1.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
お知らせ • Sep 03Makiya Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Makiya Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
Reported Earnings • Aug 14First quarter 2026 earnings released: EPS: JP¥44.13 (vs JP¥34.06 in 1Q 2025)First quarter 2026 results: EPS: JP¥44.13 (up from JP¥34.06 in 1Q 2025). Revenue: JP¥23.0b (up 8.9% from 1Q 2025). Net income: JP¥441.0m (up 30% from 1Q 2025). Profit margin: 1.9% (up from 1.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 05Full year 2025 earnings released: EPS: JP¥150 (vs JP¥146 in FY 2024)Full year 2025 results: EPS: JP¥150 (up from JP¥146 in FY 2024). Revenue: JP¥89.4b (up 16% from FY 2024). Net income: JP¥1.50b (up 3.0% from FY 2024). Profit margin: 1.7% (down from 1.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 11Makiya Co., Ltd. to Report Q1, 2026 Results on Aug 12, 2025Makiya Co., Ltd. announced that they will report Q1, 2026 results on Aug 12, 2025
Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥150 (vs JP¥146 in FY 2024)Full year 2025 results: EPS: JP¥150 (up from JP¥146 in FY 2024). Revenue: JP¥89.4b (up 16% from FY 2024). Net income: JP¥1.50b (up 3.0% from FY 2024). Profit margin: 1.7% (down from 1.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Makiya Co., Ltd., Annual General Meeting, Jun 27, 2025Makiya Co., Ltd., Annual General Meeting, Jun 27, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 7.1% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Mar 12Makiya Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Makiya Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥61.33 (vs JP¥59.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥61.33 (up from JP¥59.30 in 3Q 2024). Revenue: JP¥23.6b (up 15% from 3Q 2024). Net income: JP¥613.0m (up 3.5% from 3Q 2024). Profit margin: 2.6% (down from 2.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 03Makiya Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Makiya Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
分析記事 • Nov 20Makiya's (TSE:9890) Earnings Offer More Than Meets The EyeMakiya Co., Ltd.'s ( TSE:9890 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥30.03 (vs JP¥35.46 in 2Q 2024)Second quarter 2025 results: EPS: JP¥30.03 (down from JP¥35.46 in 2Q 2024). Revenue: JP¥22.4b (up 17% from 2Q 2024). Net income: JP¥300.0m (down 15% from 2Q 2024). Profit margin: 1.3% (down from 1.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
お知らせ • Aug 28Makiya Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Makiya Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥34.06 (vs JP¥36.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.06 (down from JP¥36.26 in 1Q 2024). Revenue: JP¥21.1b (up 14% from 1Q 2024). Net income: JP¥340.0m (down 6.1% from 1Q 2024). Profit margin: 1.6% (down from 1.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 06Returns On Capital Are Showing Encouraging Signs At Makiya (TSE:9890)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥845, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 2.0% over the past three years.
分析記事 • May 22Makiya's (TSE:9890) Solid Earnings Are Supported By Other Strong FactorsEven though Makiya Co., Ltd. ( TSE:9890 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥146 (vs JP¥119 in FY 2023)Full year 2024 results: EPS: JP¥146 (up from JP¥119 in FY 2023). Revenue: JP¥77.3b (up 8.0% from FY 2023). Net income: JP¥1.45b (up 23% from FY 2023). Profit margin: 1.9% (up from 1.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.
お知らせ • May 16Makiya Co., Ltd., Annual General Meeting, Jun 27, 2024Makiya Co., Ltd., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).
お知らせ • Mar 02Makiya Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Makiya Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥59.30 (vs JP¥47.58 in 3Q 2023)Third quarter 2024 results: EPS: JP¥59.30 (up from JP¥47.58 in 3Q 2023). Revenue: JP¥20.5b (up 8.1% from 3Q 2023). Net income: JP¥592.0m (up 25% from 3Q 2023). Profit margin: 2.9% (up from 2.5% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.
New Risk • Nov 29New 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 7.5% 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 (7.5% average weekly change). Minor Risk Market cap is less than US$100m (JP¥10.6b market cap, or US$72.2m).
お知らせ • Nov 27Makiya Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Makiya Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥35.46 (vs JP¥23.44 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.46 (up from JP¥23.44 in 2Q 2023). Revenue: JP¥19.1b (up 8.1% from 2Q 2023). Net income: JP¥354.0m (up 51% from 2Q 2023). Profit margin: 1.9% (up from 1.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
New Risk • Oct 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥10.1b market cap, or US$67.6m).
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,059, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 16% over the past three years.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
お知らせ • Aug 30Makiya Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023Makiya Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥36.26 (vs JP¥29.95 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.26 (up from JP¥29.95 in 1Q 2023). Revenue: JP¥18.6b (up 5.7% from 1Q 2023). Net income: JP¥362.0m (up 21% from 1Q 2023). Profit margin: 1.9% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jun 22Makiya Co., Ltd. to Report Q1, 2024 Results on Aug 02, 2023Makiya Co., Ltd. announced that they will report Q1, 2024 results on Aug 02, 2023
Reported Earnings • May 09Full year 2023 earnings released: EPS: JP¥119 (vs JP¥133 in FY 2022)Full year 2023 results: EPS: JP¥119 (down from JP¥133 in FY 2022). Revenue: JP¥71.6b (up 3.4% from FY 2022). Net income: JP¥1.19b (down 11% from FY 2022). Profit margin: 1.7% (down from 1.9% 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 13% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 12% 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 (1.7%).
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥47.58 (vs JP¥42.77 in 3Q 2022)Third quarter 2023 results: EPS: JP¥47.58 (up from JP¥42.77 in 3Q 2022). Revenue: JP¥18.9b (up 4.5% from 3Q 2022). Net income: JP¥475.0m (up 11% from 3Q 2022). Profit margin: 2.5% (up from 2.4% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% 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 • Dec 06Makiya Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023Makiya Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥23.44 (vs JP¥37.97 in 2Q 2022)Second quarter 2023 results: EPS: JP¥23.44 (down from JP¥37.97 in 2Q 2022). Revenue: JP¥17.7b (up 1.9% from 2Q 2022). Net income: JP¥234.0m (down 38% from 2Q 2022). Profit margin: 1.3% (down from 2.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 11 highly experienced directors. No independent directors (9 non-independent directors). General Manager of FD Business Division, Manager of Sales Department and Director Yoichi Nishizawa was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥23.44 (vs JP¥37.97 in 2Q 2022)Second quarter 2023 results: EPS: JP¥23.44 (down from JP¥37.97 in 2Q 2022). Revenue: JP¥17.7b (up 1.9% from 2Q 2022). Net income: JP¥234.0m (down 38% from 2Q 2022). Profit margin: 1.3% (down from 2.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 11% 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 (3.7%). Higher than average of industry peers (1.4%).
お知らせ • Aug 31Makiya Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022Makiya Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥29.95 (vs JP¥30.95 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.95 (down from JP¥30.95 in 1Q 2022). Revenue: JP¥17.6b (up 4.5% from 1Q 2022). Net income: JP¥299.0m (down 3.2% from 1Q 2022). Profit margin: 1.7% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 29Makiya Co., Ltd. to Report Q1, 2023 Results on Aug 04, 2022Makiya Co., Ltd. announced that they will report Q1, 2023 results on Aug 04, 2022
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥133 (vs JP¥140 in FY 2021)Full year 2022 results: EPS: JP¥133 (down from JP¥140 in FY 2021). Revenue: JP¥69.2b (down 8.7% from FY 2021). Net income: JP¥1.33b (down 4.9% from FY 2021). Profit margin: 1.9% (up from 1.8% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • May 08Makiya Co., Ltd., Annual General Meeting, Jun 29, 2022Makiya Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 10 highly experienced directors. No independent directors (8 non-independent directors). General Manager of FD Business Division, Manager of Sales Department and Director Yoichi Nishizawa was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Makiya Co., Ltd. to Report Fiscal Year 2022 Results on May 06, 2022Makiya Co., Ltd. announced that they will report fiscal year 2022 results on May 06, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 04Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥42.77 (down from JP¥47.58 in 3Q 2021). Revenue: JP¥18.1b (down 6.5% from 3Q 2021). Net income: JP¥427.0m (down 10% from 3Q 2021). Profit margin: 2.4% (down from 2.5% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥37.96 (vs JP¥40.17 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥17.3b (down 7.0% from 2Q 2021). Net income: JP¥379.0m (down 5.5% from 2Q 2021). Profit margin: 2.2% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.6%).
Reported Earnings • Aug 18First quarter 2022 earnings released: EPS JP¥30.95 (vs JP¥57.40 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥16.8b (down 15% from 1Q 2021). Net income: JP¥309.0m (down 46% from 1Q 2021). Profit margin: 1.8% (down from 2.9% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 09Full year 2021 earnings released: EPS JP¥140 (vs JP¥36.06 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥75.8b (up 9.9% from FY 2020). Net income: JP¥1.40b (up 289% from FY 2020). Profit margin: 1.8% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.3%).
分析記事 • Mar 17Makiya (TYO:9890) Shareholders Booked A 75% Gain In The Last Five YearsWhen we invest, we're generally looking for stocks that outperform the market average. And the truth is, you can make...
お知らせ • Mar 04Makiya Co., Ltd. to Report Fiscal Year 2021 Results on May 07, 2021Makiya Co., Ltd. announced that they will report fiscal year 2021 results on May 07, 2021
分析記事 • Feb 11How Does Makiya Co., Ltd. (TYO:9890) Stand Up To These Simple Dividend Safety Checks?Today we'll take a closer look at Makiya Co., Ltd. ( TYO:9890 ) from a dividend investor's perspective. Owning a strong...
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥47.58 (vs JP¥24.14 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥19.4b (up 9.0% from 3Q 2020). Net income: JP¥475.0m (up 97% from 3Q 2020). Profit margin: 2.5% (up from 1.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 31Makiya (TYO:9890) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Is New 90 Day High Low • Dec 21New 90-day low: JP¥1,066The company is down 19% from its price of JP¥1,320 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 2.0% over the same period.
お知らせ • Nov 29Makiya Co., Ltd. to Report Q3, 2021 Results on Feb 05, 2021Makiya Co., Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021
Is New 90 Day High Low • Nov 17New 90-day low: JP¥1,138The company is down 12% from its price of JP¥1,295 on 19 August 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 6.0% over the same period.
Reported Earnings • Nov 09Second quarter 2021 earnings released: EPS JP¥40.17The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥18.6b (up 8.7% from 2Q 2020). Net income: JP¥401.0m (up 231% from 2Q 2020). Profit margin: 2.2% (up from 0.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming Dividend of JP¥7.50 Per ShareWill be paid on the 3rd of December to those who are registered shareholders by the 29th of September. The trailing yield of 1.1% is below the top quartile of Japanese dividend payers (3.1%), and is lower than industry peers (1.4%).
お知らせ • Sep 04Makiya Co., Ltd. to Report Q2, 2021 Results on Nov 06, 2020Makiya Co., Ltd. announced that they will report Q2, 2021 results on Nov 06, 2020
お知らせ • Jun 21Makiya Co., Ltd. to Report Q1, 2021 Results on Aug 04, 2020Makiya Co., Ltd. announced that they will report Q1, 2021 results on Aug 04, 2020