RenaissanceIncorporated（2378）株式概要株式会社ルネサンスは日本でスポーツクラブ事業を行っている。 詳細2378 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績0/6財務の健全性1/6配当金0/6報酬収益は年間87.35%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析利払いは収益で十分にカバーされない すべてのリスクチェックを見る2378 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥992.0070.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-9b72b2016201920222025202620282031Revenue JP¥72.2bEarnings JP¥5.6bAdvancedSet Fair ValueView all narrativesRenaissance,Incorporated 競合他社Nippon Ski Resort DevelopmentLtdSymbol: TSE:6040Market cap: JP¥20.4bGokurakuyu HoldingsSymbol: TSE:2340Market cap: JP¥15.2bToshoSymbol: TSE:8920Market cap: JP¥29.3bCentral SportsSymbol: TSE:4801Market cap: JP¥25.9b価格と性能株価の高値、安値、推移の概要RenaissanceIncorporated過去の株価現在の株価JP¥992.0052週高値JP¥1,295.0052週安値JP¥981.00ベータ0.131ヶ月の変化0.20%3ヶ月変化-11.19%1年変化-2.27%3年間の変化8.89%5年間の変化-18.15%IPOからの変化24.00%最新ニュースReported Earnings • May 09Full year 2026 earnings released: JP¥111 loss per share (vs JP¥39.48 profit in FY 2025)Full year 2026 results: JP¥111 loss per share (down from JP¥39.48 profit in FY 2025). Revenue: JP¥64.9b (up 1.9% from FY 2025). Net loss: JP¥2.11b (down 382% from profit in FY 2025). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 08+ 1 more updateRenaissance,Incorporated, Annual General Meeting, Jun 25, 2026Renaissance,Incorporated, Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.91 (vs JP¥27.10 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.91 (down from JP¥27.10 in 3Q 2025). Revenue: JP¥16.5b (up 1.7% from 3Q 2025). Net income: JP¥509.0m (flat on 3Q 2025). Profit margin: 3.1% (down from 3.2% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 09RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥9.00Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥9.00 per share on the 11th of June...Declared Dividend • Dec 09First half dividend of JP¥9.00 announcedDividend of JP¥9.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 11th June 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 66% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesReported Earnings • May 09Full year 2026 earnings released: JP¥111 loss per share (vs JP¥39.48 profit in FY 2025)Full year 2026 results: JP¥111 loss per share (down from JP¥39.48 profit in FY 2025). Revenue: JP¥64.9b (up 1.9% from FY 2025). Net loss: JP¥2.11b (down 382% from profit in FY 2025). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 08+ 1 more updateRenaissance,Incorporated, Annual General Meeting, Jun 25, 2026Renaissance,Incorporated, Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.91 (vs JP¥27.10 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.91 (down from JP¥27.10 in 3Q 2025). Revenue: JP¥16.5b (up 1.7% from 3Q 2025). Net income: JP¥509.0m (flat on 3Q 2025). Profit margin: 3.1% (down from 3.2% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 09RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥9.00Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥9.00 per share on the 11th of June...Declared Dividend • Dec 09First half dividend of JP¥9.00 announcedDividend of JP¥9.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 11th June 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 66% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Nov 29Renaissance,Incorporated to Report Q3, 2026 Results on Feb 12, 2026Renaissance,Incorporated announced that they will report Q3, 2026 results on Feb 12, 2026お知らせ • Nov 28Renaissance,Incorporated (TSE:2378) executed a share transfer agreement to acquire Kaedenokaze from Takayuki Komuro.Renaissance,Incorporated (TSE:2378) executed a share transfer agreement to acquire Kaedenokaze from Takayuki Komuro on November 27, 2025. Renaissance acquires Kaedenokaze and make Consolidated Subsidiary. The expected completion of the transaction is December 1, 2025.分析記事 • Nov 21RenaissanceIncorporated's (TSE:2378) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Renaissance,Incorporated ( TSE:2378 ) last week didn't sink the stock price...Reported Earnings • Nov 08Second quarter 2026 earnings released: JP¥1.41 loss per share (vs JP¥0.74 profit in 2Q 2025)Second quarter 2026 results: JP¥1.41 loss per share (down from JP¥0.74 profit in 2Q 2025). Revenue: JP¥16.1b (up 1.3% from 2Q 2025). Net loss: JP¥26.7m (down 291% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.8%).分析記事 • Sep 01RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥4.00The board of Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥4.00 per share on the...お知らせ • Sep 01Renaissance,Incorporated to Report Q2, 2026 Results on Nov 07, 2025Renaissance,Incorporated announced that they will report Q2, 2026 results on Nov 07, 2025New Risk • Aug 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥2.65 (vs JP¥10.48 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.65 (down from JP¥10.48 in 1Q 2025). Revenue: JP¥15.6b (flat on 1Q 2025). Net income: JP¥50.0m (down 75% from 1Q 2025). Profit margin: 0.3% (down from 1.3% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 23RenaissanceIncorporated (TSE:2378) Has Announced A Dividend Of ¥4.00Renaissance,Incorporated's ( TSE:2378 ) investors are due to receive a payment of ¥4.00 per share on 9th of December...分析記事 • Jul 09RenaissanceIncorporated (TSE:2378) Has Announced A Dividend Of ¥4.00The board of Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend on the 9th of December...Declared Dividend • Jul 09Final dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but not covered by cash flows (300% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 72% to shift the payout ratio to a potentially unsustainable range, which is more than the 14% EPS decline seen over the last 5 years.お知らせ • May 31Renaissance,Incorporated to Report Q1, 2026 Results on Aug 08, 2025Renaissance,Incorporated announced that they will report Q1, 2026 results on Aug 08, 2025分析記事 • May 22RenaissanceIncorporated's (TSE:2378) Solid Earnings Have Been Accounted For ConservativelyRenaissance,Incorporated's ( TSE:2378 ) recent earnings report didn't offer any surprises, with the shares unchanged...Reported Earnings • May 10Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥40.54 (up from JP¥32.40 in FY 2024). Revenue: JP¥63.7b (up 46% from FY 2024). Net income: JP¥766.0m (up 25% from FY 2024). Profit margin: 1.2% (down from 1.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 09Renaissance,Incorporated, Annual General Meeting, Jun 26, 2025Renaissance,Incorporated, Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (0.8%).お知らせ • Feb 28Renaissance,Incorporated to Report Fiscal Year 2025 Results on May 09, 2025Renaissance,Incorporated announced that they will report fiscal year 2025 results on May 09, 2025お知らせ • Feb 18+ 1 more updateRenaissance,Incorporated Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Renaissance,Incorporated provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the period, the company expected net sales of JPY 63,500 million, operating income of JPY 1,900 million, net income attributable to owners of parent of JPY 800 million and net income per share of JPY 41.28.Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥27.10 (vs JP¥24.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.10 (up from JP¥24.30 in 3Q 2024). Revenue: JP¥16.2b (up 44% from 3Q 2024). Net income: JP¥512.0m (up 12% from 3Q 2024). Profit margin: 3.2% (down from 4.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Dec 10First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 48%.お知らせ • Dec 06+ 1 more updateRenaissance,Incorporated Revises Consolidated Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2025Renaissance,Incorporated revised consolidated earnings guidance for the full year of fiscal year ending March 31, 2025. For the full year, company expects net sales of JPY 63, 500 million against JPY 63,000 million forecasted earlier, operating income of JPY 1,800 million against JPY 1,800 million forecasted earlier, net income attributable to owners of parent company of JPY 700 million against JPY 700 million forecasted earlier and net income per share of JPY 36.00 against JPY 36 forecasted earlier.お知らせ • Nov 30Renaissance,Incorporated to Report Q3, 2025 Results on Feb 07, 2025Renaissance,Incorporated announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Nov 20RenaissanceIncorporated's (TSE:2378) Promising Earnings May Rest On Soft FoundationsRenaissance,Incorporated's ( TSE:2378 ) robust earnings report didn't manage to move the market for its stock. Our...Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥1.27 (vs JP¥3.76 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.27 (down from JP¥3.76 in 2Q 2024). Revenue: JP¥15.9b (up 48% from 2Q 2024). Net income: JP¥24.0m (down 66% from 2Q 2024). Profit margin: 0.2% (down from 0.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).お知らせ • Aug 30Renaissance,Incorporated Revises Consolidated Earnings Guidance for the First Six Months of Fiscal Year Ending March 31, 2025Renaissance,Incorporated revised consolidated earnings guidance for the first six months of fiscal year ending March 31, 2025. For the first six months, the company now expects net sales of JPY 31,000 million, operating income of JPY 650 million, net income attributable to owners of parent company of JPY 200 million and net income per share of JPY 10.06.お知らせ • Aug 28Renaissance,Incorporated to Report Q2, 2025 Results on Nov 08, 2024Renaissance,Incorporated announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: JP¥10.48 (vs JP¥3.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥10.48 (up from JP¥3.66 in 1Q 2024). Revenue: JP¥15.4b (up 49% from 1Q 2024). Net income: JP¥198.0m (up 187% from 1Q 2024). Profit margin: 1.3% (up from 0.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 11Final dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 1.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Jun 08Renaissance,Incorporated to Report Q1, 2025 Results on Aug 08, 2024Renaissance,Incorporated announced that they will report Q1, 2025 results on Aug 08, 2024お知らせ • Jun 06+ 2 more updatesRenaissance,Incorporated Provides Consolidated Earnings Guidance for the First Six Months and Full Year of Fiscal Year Ending March 31, 2025Renaissance,Incorporated provided consolidated earnings guidance for the first six months and full year of fiscal year ending March 31, 2025. For the first six months, company expects net sales of JPY 30,500 million, operating income of JPY 400 million, net income attributable to owners of parent company of JPY 10 million and net income per share of JPY 0.00For the full year, company expects net sales of JPY 63,000 million, operating income of JPY 1,800 million, net income attributable to owners of parent company of JPY 700 million and net income per share of JPY 36.00.分析記事 • May 21Additional Considerations Required While Assessing RenaissanceIncorporated's (TSE:2378) Strong EarningsDespite posting some strong earnings, the market for Renaissance,Incorporated's ( TSE:2378 ) stock hasn't moved much...Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥33.46 (vs JP¥60.41 loss in FY 2023)Full year 2024 results: EPS: JP¥33.46 (up from JP¥60.41 loss in FY 2023). Revenue: JP¥43.6b (up 7.0% from FY 2023). Net income: JP¥632.0m (up JP¥1.77b from FY 2023). Profit margin: 1.4% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has increased by 99% 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 • May 12Renaissance,Incorporated, Annual General Meeting, Jun 21, 2024Renaissance,Incorporated, Annual General Meeting, Jun 21, 2024.Buy Or Sell Opportunity • Mar 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to JP¥1,067. The fair value is estimated to be JP¥885, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 13 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).分析記事 • Mar 02RenaissanceIncorporated (TSE:2378) Is Increasing Its Dividend To ¥7.00Renaissance,Incorporated ( TSE:2378 ) will increase its dividend from last year's comparable payment on the 13th of...お知らせ • Mar 02Renaissance,Incorporated to Report Fiscal Year 2024 Results on May 10, 2024Renaissance,Incorporated announced that they will report fiscal year 2024 results on May 10, 2024お知らせ • Feb 29+ 1 more updateRenaissance,Incorporated Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Renaissance,Incorporated provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects dividend of JPY 7.00 per share against JPY 4.00 per share paid for the same period a year ago.Buy Or Sell Opportunity • Feb 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to JP¥1,105. The fair value is estimated to be JP¥900, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥25.10 (vs JP¥0.32 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.10 (up from JP¥0.32 in 3Q 2023). Revenue: JP¥11.3b (up 8.1% from 3Q 2023). Net income: JP¥474.0m (up JP¥468.0m from 3Q 2023). Profit margin: 4.2% (up from 0.1% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.New Risk • Dec 22New major risk - Revenue and earnings growthEarnings have declined by 29% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Dec 02Renaissance,Incorporated Announces Dividend for the End of Second Quarter of the Fiscal Year Ending March 31, 2024 Payable on December 7, 2023Renaissance,Incorporated announced dividend of JPY 3.0 per share for the End of second quarter of the fiscal year ending March 31,2024, against dividend of JPY 4.0 per share for the previous period. Dividend is payable on December 7, 2023.お知らせ • Dec 01+ 1 more updateRenaissance,Incorporated Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Renaissance, Incorporated revised Consolidated earnings guidance for the Fiscal Year Ending March 31, 2024. For the Full Year, company expects net sales of JPY 44,000 million, Operating income of JPY 1,000 million, Net income attributable to owners of the parent company of JPY 100 million and Net income per share of JPY 5.29.お知らせ • Nov 26Renaissance,Incorporated to Report Q3, 2024 Results on Feb 09, 2024Renaissance,Incorporated announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥4.29 (vs JP¥1.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.29 (up from JP¥1.43 in 2Q 2023). Revenue: JP¥10.8b (up 6.1% from 2Q 2023). Net income: JP¥81.0m (up 200% from 2Q 2023). Profit margin: 0.8% (up from 0.3% in 2Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. 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 2% per year, which means it is significantly lagging earnings growth.Board Change • Oct 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Full-Time Auditor Takako Ishida was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 21Upcoming dividend of JP¥3.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.5%).お知らせ • Sep 02+ 2 more updatesRenaissance,Incorporated Provides Dividend for the Second Quarter of Fiscal Year Ending March 31, 2024Renaissance,Incorporated provided dividend for the second quarter of Fiscal year ending March 31, 2024. For the second quarter, company expects dividend of JPY 3.00 per share compared to JPY 4.00 per share a year ago.お知らせ • Aug 30Renaissance,Incorporated to Report Q2, 2024 Results on Nov 10, 2023Renaissance,Incorporated announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥3.92 (vs JP¥1.11 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥3.92 (up from JP¥1.11 loss in 1Q 2023). Revenue: JP¥10.4b (up 6.6% from 1Q 2023). Net income: JP¥74.0m (up JP¥95.0m from 1Q 2023). Profit margin: 0.7% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality 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 2% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 12Renaissance,Incorporated agreed to acquire the remaining 60% stake in Tokyu Sports Oasis, Inc. from Tokyu Land Corporation.Renaissance,Incorporated agreed to acquire the remaining 60% stake in Tokyu Sports Oasis, Inc. from Tokyu Land Corporation on August 10, 2023. The deal has been approved by board of directors of Renaissance,Incorporated, and is expected to be completed on March 31, 2024.Board Change • Jul 22Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Takumi Matsui was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 01Renaissance,Incorporated to Report Q1, 2024 Results on Aug 10, 2023Renaissance,Incorporated announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • May 12Renaissance,Incorporated, Annual General Meeting, Jun 28, 2023Renaissance,Incorporated, Annual General Meeting, Jun 28, 2023.Reported Earnings • May 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: JP¥60.41 loss per share (down from JP¥27.16 profit in FY 2022). Revenue: JP¥40.8b (up 9.8% from FY 2022). Net loss: JP¥1.14b (down 322% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥0.32 (vs JP¥30.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.32 (down from JP¥30.07 in 3Q 2022). Revenue: JP¥10.4b (up 5.8% from 3Q 2022). Net income: JP¥6.00m (down 99% from 3Q 2022). Profit margin: 0.1% (down from 5.8% in 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Feb 01Renaissance,Incorporated announced that it has received ¥5.01157688 billion in fundingOn January 31, 2023, Renaissance,Incorporated closed the transaction.お知らせ • Nov 27Renaissance,Incorporated to Report Q3, 2023 Results on Feb 10, 2023Renaissance,Incorporated announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Director Nami Abe was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥1.43 (vs JP¥42.94 in 2Q 2022)Second quarter 2023 results: EPS: JP¥1.43 (down from JP¥42.94 in 2Q 2022). Revenue: JP¥10.1b (up 7.5% from 2Q 2022). Net income: JP¥27.0m (down 97% from 2Q 2022). Profit margin: 0.3% (down from 8.6% in 2Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. 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 19% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.5%).お知らせ • Sep 01Renaissance,Incorporated to Report Q2, 2023 Results on Nov 11, 2022Renaissance,Incorporated announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥1.11 loss per share (vs JP¥47.33 loss in 1Q 2022)First quarter 2023 results: JP¥1.11 loss per share (up from JP¥47.33 loss in 1Q 2022). Revenue: JP¥9.74b (up 19% from 1Q 2022). Net loss: JP¥21.0m (loss narrowed 98% from 1Q 2022). Over the next year, revenue is forecast to grow 5.3%, compared to a 38% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Jun 03Renaissance,Incorporated to Report Q1, 2023 Results on Aug 09, 2022Renaissance,Incorporated announced that they will report Q1, 2023 results on Aug 09, 2022お知らせ • May 12Renaissance,Incorporated, Annual General Meeting, Jun 23, 2022Renaissance,Incorporated, Annual General Meeting, Jun 23, 2022.Reported Earnings • May 11Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥27.16 (up from JP¥485 loss in FY 2021). Revenue: JP¥37.1b (up 23% from FY 2021). Net income: JP¥513.0m (up JP¥9.22b from FY 2021). Profit margin: 1.4% (up from net loss in FY 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.8%, compared to a 50% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Nami Abe was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07Renaissance,Incorporated to Report Fiscal Year 2022 Results on May 10, 2022Renaissance,Incorporated announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 09 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).Reported Earnings • Feb 08Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥30.07 (up from JP¥22.44 loss in 3Q 2021). Revenue: JP¥9.86b (up 11% from 3Q 2021). Net income: JP¥568.0m (up JP¥992.0m from 3Q 2021). Profit margin: 5.8% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 5.0%, compared to a 67% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥42.94 (vs JP¥16.12 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥9.44b (up 8.1% from 2Q 2021). Net income: JP¥811.0m (up JP¥1.10b from 2Q 2021). Profit margin: 8.6% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Reported Earnings • May 15Full year 2021 earnings released: JP¥485 loss per share (vs JP¥84.63 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥30.2b (down 33% from FY 2020). Net loss: JP¥8.71b (down JP¥10.1b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 09 June 2021. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (0.5%).お知らせ • Mar 05Renaissance,Incorporated to Report Fiscal Year 2021 Results on May 12, 2021Renaissance,Incorporated announced that they will report fiscal year 2021 results on May 12, 2021Is New 90 Day High Low • Feb 24New 90-day high: JP¥1,274The company is up 44% from its price of JP¥882 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 6.0% over the same period.Reported Earnings • Feb 11Third quarter 2021 earnings released: JP¥22.44 loss per share (vs JP¥45.38 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥8.92b (down 24% from 3Q 2020). Net loss: JP¥424.0m (down 157% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 75% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 11Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.1%. Earnings per share (EPS) also missed analyst estimates by 43%. Over the next year, revenue is forecast to grow 17%, compared to a 42% growth forecast for the Hospitality industry in Japan.お知らせ • Feb 03Renaissance,Incorporated (TSE:2378) signed a basic agreement to acquire 51.7% stake in BEACH TOWN Corporation.Renaissance,Incorporated (TSE:2378) signed a basic agreement to acquire 51.7% stake in BEACH TOWN Corporation on February 3, 2021. Acquisition time is scheduled for April 1, 2021. Renaissance,Incorporated will acquire 31 shares in total.Is New 90 Day High Low • Feb 03New 90-day high: JP¥985The company is up 26% from its price of JP¥784 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.お知らせ • Dec 25Renaissance,Incorporated to Report Q3, 2021 Results on Feb 09, 2021Renaissance,Incorporated announced that they will report Q3, 2021 results on Feb 09, 2021Price Target Changed • Dec 01Price target lowered to JP¥1,180Down from JP¥2,500, the current price target is an average from 2 analysts. The new target price is 35% above the current share price of JP¥875. As of last close, the stock is down 50% over the past year.株主還元2378JP HospitalityJP 市場7D-1.3%0.2%1.2%1Y-2.3%-10.6%42.1%株主還元を見る業界別リターン: 2378過去 1 年間で-10.6 % の収益を上げたJP Hospitality業界を上回りました。リターン対市場: 2378は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 2378's price volatile compared to industry and market?2378 volatility2378 Average Weekly Movement2.5%Hospitality Industry Average Movement3.7%Market Average Movement5.0%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.5%安定した株価: 2378 、 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: 2378の 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19791,958Misao Mochizukiwww.s-renaissance.co.jp株式会社ルネサンスは日本でスポーツクラブ事業を展開。フィットネスクラブ、スイミングスクール、テニススクール、ゴルフスクールなどのスポーツクラブを運営。また、自治体向け健康増進事業、介護・リハビリ支援事業、店舗開発支援事業も行っている。また、脳活性化メソッド「シナプソロジー」の開発・普及も行っている。同社は1979年に設立され、東京に本社を置く。もっと見るRenaissance,Incorporated 基礎のまとめRenaissanceIncorporated の収益と売上を時価総額と比較するとどうか。2378 基礎統計学時価総額JP¥18.95b収益（TTM）-JP¥2.13b売上高(TTM)JP¥64.93b0.3xP/Sレシオ-8.8xPER（株価収益率2378 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2378 損益計算書（TTM）収益JP¥64.93b売上原価JP¥59.49b売上総利益JP¥5.44bその他の費用JP¥7.57b収益-JP¥2.13b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-112.43グロス・マージン8.38%純利益率-3.28%有利子負債／自己資本比率164.6%2378 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.3%現在の配当利回り-12%配当性向2378 配当は確実ですか？2378 配当履歴とベンチマークを見る2378 、いつまでに購入すれば配当金を受け取れますか？RenaissanceIncorporated 配当日配当落ち日Mar 30 2026配当支払日Jun 10 2026配当落ちまでの日数57 days配当支払日までの日数15 days2378 配当は確実ですか？2378 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 14:31終値2026/05/25 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本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Renaissance,Incorporated 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Yasuo KonoGoldman SachsSeiichiro SamejimaIchiyoshi Research Institute Inc.Yusuke TaketsuMarusan Securities Co. Ltd.1 その他のアナリストを表示
Reported Earnings • May 09Full year 2026 earnings released: JP¥111 loss per share (vs JP¥39.48 profit in FY 2025)Full year 2026 results: JP¥111 loss per share (down from JP¥39.48 profit in FY 2025). Revenue: JP¥64.9b (up 1.9% from FY 2025). Net loss: JP¥2.11b (down 382% from profit in FY 2025). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 08+ 1 more updateRenaissance,Incorporated, Annual General Meeting, Jun 25, 2026Renaissance,Incorporated, Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.91 (vs JP¥27.10 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.91 (down from JP¥27.10 in 3Q 2025). Revenue: JP¥16.5b (up 1.7% from 3Q 2025). Net income: JP¥509.0m (flat on 3Q 2025). Profit margin: 3.1% (down from 3.2% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 09RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥9.00Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥9.00 per share on the 11th of June...
Declared Dividend • Dec 09First half dividend of JP¥9.00 announcedDividend of JP¥9.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 11th June 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 66% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 09Full year 2026 earnings released: JP¥111 loss per share (vs JP¥39.48 profit in FY 2025)Full year 2026 results: JP¥111 loss per share (down from JP¥39.48 profit in FY 2025). Revenue: JP¥64.9b (up 1.9% from FY 2025). Net loss: JP¥2.11b (down 382% from profit in FY 2025). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 08+ 1 more updateRenaissance,Incorporated, Annual General Meeting, Jun 25, 2026Renaissance,Incorporated, Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥26.91 (vs JP¥27.10 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.91 (down from JP¥27.10 in 3Q 2025). Revenue: JP¥16.5b (up 1.7% from 3Q 2025). Net income: JP¥509.0m (flat on 3Q 2025). Profit margin: 3.1% (down from 3.2% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 09RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥9.00Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥9.00 per share on the 11th of June...
Declared Dividend • Dec 09First half dividend of JP¥9.00 announcedDividend of JP¥9.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 11th June 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 66% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 29Renaissance,Incorporated to Report Q3, 2026 Results on Feb 12, 2026Renaissance,Incorporated announced that they will report Q3, 2026 results on Feb 12, 2026
お知らせ • Nov 28Renaissance,Incorporated (TSE:2378) executed a share transfer agreement to acquire Kaedenokaze from Takayuki Komuro.Renaissance,Incorporated (TSE:2378) executed a share transfer agreement to acquire Kaedenokaze from Takayuki Komuro on November 27, 2025. Renaissance acquires Kaedenokaze and make Consolidated Subsidiary. The expected completion of the transaction is December 1, 2025.
分析記事 • Nov 21RenaissanceIncorporated's (TSE:2378) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Renaissance,Incorporated ( TSE:2378 ) last week didn't sink the stock price...
Reported Earnings • Nov 08Second quarter 2026 earnings released: JP¥1.41 loss per share (vs JP¥0.74 profit in 2Q 2025)Second quarter 2026 results: JP¥1.41 loss per share (down from JP¥0.74 profit in 2Q 2025). Revenue: JP¥16.1b (up 1.3% from 2Q 2025). Net loss: JP¥26.7m (down 291% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.8%).
分析記事 • Sep 01RenaissanceIncorporated (TSE:2378) Is Due To Pay A Dividend Of ¥4.00The board of Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend of ¥4.00 per share on the...
お知らせ • Sep 01Renaissance,Incorporated to Report Q2, 2026 Results on Nov 07, 2025Renaissance,Incorporated announced that they will report Q2, 2026 results on Nov 07, 2025
New Risk • Aug 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥2.65 (vs JP¥10.48 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.65 (down from JP¥10.48 in 1Q 2025). Revenue: JP¥15.6b (flat on 1Q 2025). Net income: JP¥50.0m (down 75% from 1Q 2025). Profit margin: 0.3% (down from 1.3% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 23RenaissanceIncorporated (TSE:2378) Has Announced A Dividend Of ¥4.00Renaissance,Incorporated's ( TSE:2378 ) investors are due to receive a payment of ¥4.00 per share on 9th of December...
分析記事 • Jul 09RenaissanceIncorporated (TSE:2378) Has Announced A Dividend Of ¥4.00The board of Renaissance,Incorporated ( TSE:2378 ) has announced that it will pay a dividend on the 9th of December...
Declared Dividend • Jul 09Final dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but not covered by cash flows (300% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 72% to shift the payout ratio to a potentially unsustainable range, which is more than the 14% EPS decline seen over the last 5 years.
お知らせ • May 31Renaissance,Incorporated to Report Q1, 2026 Results on Aug 08, 2025Renaissance,Incorporated announced that they will report Q1, 2026 results on Aug 08, 2025
分析記事 • May 22RenaissanceIncorporated's (TSE:2378) Solid Earnings Have Been Accounted For ConservativelyRenaissance,Incorporated's ( TSE:2378 ) recent earnings report didn't offer any surprises, with the shares unchanged...
Reported Earnings • May 10Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥40.54 (up from JP¥32.40 in FY 2024). Revenue: JP¥63.7b (up 46% from FY 2024). Net income: JP¥766.0m (up 25% from FY 2024). Profit margin: 1.2% (down from 1.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 09Renaissance,Incorporated, Annual General Meeting, Jun 26, 2025Renaissance,Incorporated, Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (0.8%).
お知らせ • Feb 28Renaissance,Incorporated to Report Fiscal Year 2025 Results on May 09, 2025Renaissance,Incorporated announced that they will report fiscal year 2025 results on May 09, 2025
お知らせ • Feb 18+ 1 more updateRenaissance,Incorporated Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Renaissance,Incorporated provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the period, the company expected net sales of JPY 63,500 million, operating income of JPY 1,900 million, net income attributable to owners of parent of JPY 800 million and net income per share of JPY 41.28.
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥27.10 (vs JP¥24.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.10 (up from JP¥24.30 in 3Q 2024). Revenue: JP¥16.2b (up 44% from 3Q 2024). Net income: JP¥512.0m (up 12% from 3Q 2024). Profit margin: 3.2% (down from 4.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Dec 10First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 48%.
お知らせ • Dec 06+ 1 more updateRenaissance,Incorporated Revises Consolidated Earnings Guidance for the Full Year of Fiscal Year Ending March 31, 2025Renaissance,Incorporated revised consolidated earnings guidance for the full year of fiscal year ending March 31, 2025. For the full year, company expects net sales of JPY 63, 500 million against JPY 63,000 million forecasted earlier, operating income of JPY 1,800 million against JPY 1,800 million forecasted earlier, net income attributable to owners of parent company of JPY 700 million against JPY 700 million forecasted earlier and net income per share of JPY 36.00 against JPY 36 forecasted earlier.
お知らせ • Nov 30Renaissance,Incorporated to Report Q3, 2025 Results on Feb 07, 2025Renaissance,Incorporated announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Nov 20RenaissanceIncorporated's (TSE:2378) Promising Earnings May Rest On Soft FoundationsRenaissance,Incorporated's ( TSE:2378 ) robust earnings report didn't manage to move the market for its stock. Our...
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥1.27 (vs JP¥3.76 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.27 (down from JP¥3.76 in 2Q 2024). Revenue: JP¥15.9b (up 48% from 2Q 2024). Net income: JP¥24.0m (down 66% from 2Q 2024). Profit margin: 0.2% (down from 0.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).
お知らせ • Aug 30Renaissance,Incorporated Revises Consolidated Earnings Guidance for the First Six Months of Fiscal Year Ending March 31, 2025Renaissance,Incorporated revised consolidated earnings guidance for the first six months of fiscal year ending March 31, 2025. For the first six months, the company now expects net sales of JPY 31,000 million, operating income of JPY 650 million, net income attributable to owners of parent company of JPY 200 million and net income per share of JPY 10.06.
お知らせ • Aug 28Renaissance,Incorporated to Report Q2, 2025 Results on Nov 08, 2024Renaissance,Incorporated announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: JP¥10.48 (vs JP¥3.66 in 1Q 2024)First quarter 2025 results: EPS: JP¥10.48 (up from JP¥3.66 in 1Q 2024). Revenue: JP¥15.4b (up 49% from 1Q 2024). Net income: JP¥198.0m (up 187% from 1Q 2024). Profit margin: 1.3% (up from 0.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 11Final dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 1.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Jun 08Renaissance,Incorporated to Report Q1, 2025 Results on Aug 08, 2024Renaissance,Incorporated announced that they will report Q1, 2025 results on Aug 08, 2024
お知らせ • Jun 06+ 2 more updatesRenaissance,Incorporated Provides Consolidated Earnings Guidance for the First Six Months and Full Year of Fiscal Year Ending March 31, 2025Renaissance,Incorporated provided consolidated earnings guidance for the first six months and full year of fiscal year ending March 31, 2025. For the first six months, company expects net sales of JPY 30,500 million, operating income of JPY 400 million, net income attributable to owners of parent company of JPY 10 million and net income per share of JPY 0.00For the full year, company expects net sales of JPY 63,000 million, operating income of JPY 1,800 million, net income attributable to owners of parent company of JPY 700 million and net income per share of JPY 36.00.
分析記事 • May 21Additional Considerations Required While Assessing RenaissanceIncorporated's (TSE:2378) Strong EarningsDespite posting some strong earnings, the market for Renaissance,Incorporated's ( TSE:2378 ) stock hasn't moved much...
Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥33.46 (vs JP¥60.41 loss in FY 2023)Full year 2024 results: EPS: JP¥33.46 (up from JP¥60.41 loss in FY 2023). Revenue: JP¥43.6b (up 7.0% from FY 2023). Net income: JP¥632.0m (up JP¥1.77b from FY 2023). Profit margin: 1.4% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has increased by 99% 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 • May 12Renaissance,Incorporated, Annual General Meeting, Jun 21, 2024Renaissance,Incorporated, Annual General Meeting, Jun 21, 2024.
Buy Or Sell Opportunity • Mar 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to JP¥1,067. The fair value is estimated to be JP¥885, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 13 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).
分析記事 • Mar 02RenaissanceIncorporated (TSE:2378) Is Increasing Its Dividend To ¥7.00Renaissance,Incorporated ( TSE:2378 ) will increase its dividend from last year's comparable payment on the 13th of...
お知らせ • Mar 02Renaissance,Incorporated to Report Fiscal Year 2024 Results on May 10, 2024Renaissance,Incorporated announced that they will report fiscal year 2024 results on May 10, 2024
お知らせ • Feb 29+ 1 more updateRenaissance,Incorporated Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Renaissance,Incorporated provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects dividend of JPY 7.00 per share against JPY 4.00 per share paid for the same period a year ago.
Buy Or Sell Opportunity • Feb 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to JP¥1,105. The fair value is estimated to be JP¥900, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥25.10 (vs JP¥0.32 in 3Q 2023)Third quarter 2024 results: EPS: JP¥25.10 (up from JP¥0.32 in 3Q 2023). Revenue: JP¥11.3b (up 8.1% from 3Q 2023). Net income: JP¥474.0m (up JP¥468.0m from 3Q 2023). Profit margin: 4.2% (up from 0.1% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
New Risk • Dec 22New major risk - Revenue and earnings growthEarnings have declined by 29% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Dec 02Renaissance,Incorporated Announces Dividend for the End of Second Quarter of the Fiscal Year Ending March 31, 2024 Payable on December 7, 2023Renaissance,Incorporated announced dividend of JPY 3.0 per share for the End of second quarter of the fiscal year ending March 31,2024, against dividend of JPY 4.0 per share for the previous period. Dividend is payable on December 7, 2023.
お知らせ • Dec 01+ 1 more updateRenaissance,Incorporated Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Renaissance, Incorporated revised Consolidated earnings guidance for the Fiscal Year Ending March 31, 2024. For the Full Year, company expects net sales of JPY 44,000 million, Operating income of JPY 1,000 million, Net income attributable to owners of the parent company of JPY 100 million and Net income per share of JPY 5.29.
お知らせ • Nov 26Renaissance,Incorporated to Report Q3, 2024 Results on Feb 09, 2024Renaissance,Incorporated announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥4.29 (vs JP¥1.43 in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.29 (up from JP¥1.43 in 2Q 2023). Revenue: JP¥10.8b (up 6.1% from 2Q 2023). Net income: JP¥81.0m (up 200% from 2Q 2023). Profit margin: 0.8% (up from 0.3% in 2Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. 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 2% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Full-Time Auditor Takako Ishida was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥3.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.5%).
お知らせ • Sep 02+ 2 more updatesRenaissance,Incorporated Provides Dividend for the Second Quarter of Fiscal Year Ending March 31, 2024Renaissance,Incorporated provided dividend for the second quarter of Fiscal year ending March 31, 2024. For the second quarter, company expects dividend of JPY 3.00 per share compared to JPY 4.00 per share a year ago.
お知らせ • Aug 30Renaissance,Incorporated to Report Q2, 2024 Results on Nov 10, 2023Renaissance,Incorporated announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥3.92 (vs JP¥1.11 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥3.92 (up from JP¥1.11 loss in 1Q 2023). Revenue: JP¥10.4b (up 6.6% from 1Q 2023). Net income: JP¥74.0m (up JP¥95.0m from 1Q 2023). Profit margin: 0.7% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality 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 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 12Renaissance,Incorporated agreed to acquire the remaining 60% stake in Tokyu Sports Oasis, Inc. from Tokyu Land Corporation.Renaissance,Incorporated agreed to acquire the remaining 60% stake in Tokyu Sports Oasis, Inc. from Tokyu Land Corporation on August 10, 2023. The deal has been approved by board of directors of Renaissance,Incorporated, and is expected to be completed on March 31, 2024.
Board Change • Jul 22Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Takumi Matsui was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 01Renaissance,Incorporated to Report Q1, 2024 Results on Aug 10, 2023Renaissance,Incorporated announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • May 12Renaissance,Incorporated, Annual General Meeting, Jun 28, 2023Renaissance,Incorporated, Annual General Meeting, Jun 28, 2023.
Reported Earnings • May 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: JP¥60.41 loss per share (down from JP¥27.16 profit in FY 2022). Revenue: JP¥40.8b (up 9.8% from FY 2022). Net loss: JP¥1.14b (down 322% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥0.32 (vs JP¥30.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.32 (down from JP¥30.07 in 3Q 2022). Revenue: JP¥10.4b (up 5.8% from 3Q 2022). Net income: JP¥6.00m (down 99% from 3Q 2022). Profit margin: 0.1% (down from 5.8% in 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Feb 01Renaissance,Incorporated announced that it has received ¥5.01157688 billion in fundingOn January 31, 2023, Renaissance,Incorporated closed the transaction.
お知らせ • Nov 27Renaissance,Incorporated to Report Q3, 2023 Results on Feb 10, 2023Renaissance,Incorporated announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Director Nami Abe was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥1.43 (vs JP¥42.94 in 2Q 2022)Second quarter 2023 results: EPS: JP¥1.43 (down from JP¥42.94 in 2Q 2022). Revenue: JP¥10.1b (up 7.5% from 2Q 2022). Net income: JP¥27.0m (down 97% from 2Q 2022). Profit margin: 0.3% (down from 8.6% in 2Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. 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 19% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.5%).
お知らせ • Sep 01Renaissance,Incorporated to Report Q2, 2023 Results on Nov 11, 2022Renaissance,Incorporated announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥1.11 loss per share (vs JP¥47.33 loss in 1Q 2022)First quarter 2023 results: JP¥1.11 loss per share (up from JP¥47.33 loss in 1Q 2022). Revenue: JP¥9.74b (up 19% from 1Q 2022). Net loss: JP¥21.0m (loss narrowed 98% from 1Q 2022). Over the next year, revenue is forecast to grow 5.3%, compared to a 38% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 03Renaissance,Incorporated to Report Q1, 2023 Results on Aug 09, 2022Renaissance,Incorporated announced that they will report Q1, 2023 results on Aug 09, 2022
お知らせ • May 12Renaissance,Incorporated, Annual General Meeting, Jun 23, 2022Renaissance,Incorporated, Annual General Meeting, Jun 23, 2022.
Reported Earnings • May 11Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥27.16 (up from JP¥485 loss in FY 2021). Revenue: JP¥37.1b (up 23% from FY 2021). Net income: JP¥513.0m (up JP¥9.22b from FY 2021). Profit margin: 1.4% (up from net loss in FY 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.8%, compared to a 50% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Nami Abe was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07Renaissance,Incorporated to Report Fiscal Year 2022 Results on May 10, 2022Renaissance,Incorporated announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 09 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).
Reported Earnings • Feb 08Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥30.07 (up from JP¥22.44 loss in 3Q 2021). Revenue: JP¥9.86b (up 11% from 3Q 2021). Net income: JP¥568.0m (up JP¥992.0m from 3Q 2021). Profit margin: 5.8% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 5.0%, compared to a 67% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥42.94 (vs JP¥16.12 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥9.44b (up 8.1% from 2Q 2021). Net income: JP¥811.0m (up JP¥1.10b from 2Q 2021). Profit margin: 8.6% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 15Full year 2021 earnings released: JP¥485 loss per share (vs JP¥84.63 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥30.2b (down 33% from FY 2020). Net loss: JP¥8.71b (down JP¥10.1b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 09 June 2021. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (0.5%).
お知らせ • Mar 05Renaissance,Incorporated to Report Fiscal Year 2021 Results on May 12, 2021Renaissance,Incorporated announced that they will report fiscal year 2021 results on May 12, 2021
Is New 90 Day High Low • Feb 24New 90-day high: JP¥1,274The company is up 44% from its price of JP¥882 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 6.0% over the same period.
Reported Earnings • Feb 11Third quarter 2021 earnings released: JP¥22.44 loss per share (vs JP¥45.38 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥8.92b (down 24% from 3Q 2020). Net loss: JP¥424.0m (down 157% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 75% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.1%. Earnings per share (EPS) also missed analyst estimates by 43%. Over the next year, revenue is forecast to grow 17%, compared to a 42% growth forecast for the Hospitality industry in Japan.
お知らせ • Feb 03Renaissance,Incorporated (TSE:2378) signed a basic agreement to acquire 51.7% stake in BEACH TOWN Corporation.Renaissance,Incorporated (TSE:2378) signed a basic agreement to acquire 51.7% stake in BEACH TOWN Corporation on February 3, 2021. Acquisition time is scheduled for April 1, 2021. Renaissance,Incorporated will acquire 31 shares in total.
Is New 90 Day High Low • Feb 03New 90-day high: JP¥985The company is up 26% from its price of JP¥784 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.
お知らせ • Dec 25Renaissance,Incorporated to Report Q3, 2021 Results on Feb 09, 2021Renaissance,Incorporated announced that they will report Q3, 2021 results on Feb 09, 2021
Price Target Changed • Dec 01Price target lowered to JP¥1,180Down from JP¥2,500, the current price target is an average from 2 analysts. The new target price is 35% above the current share price of JP¥875. As of last close, the stock is down 50% over the past year.
