Saint Marc Holdings（3395）株式概要株式会社サンマルクホールディングスは子会社を通じて、日本でレストラン・カフェ事業を行っている。 詳細3395 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績4/6財務の健全性4/6配当金4/6報酬当社が推定した公正価値より50.5%で取引されている 収益は年間13.03%増加すると予測されています 過去1年間で収益は35.7%増加しました 2.22%の安定した配当金を支払う リスク分析リスクチェックの結果、3395 、リスクは検出されなかった。すべてのリスクチェックを見る3395 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW478,907 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA478,907 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥2.43k1.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5b113b2016201920222025202620282031Revenue JP¥112.6bEarnings JP¥3.2bAdvancedSet Fair ValueView all narrativesSaint Marc Holdings Co., Ltd. 競合他社OOTOYA HoldingsSymbol: TSE:2705Market cap: JP¥63.1bHOTLAND HOLDINGSSymbol: TSE:3196Market cap: JP¥42.1bSRS HoldingsLtdSymbol: TSE:8163Market cap: JP¥60.6bGenki Global Dining ConceptsSymbol: TSE:9828Market cap: JP¥58.2b価格と性能株価の高値、安値、推移の概要Saint Marc Holdings過去の株価現在の株価JP¥2,433.0052週高値JP¥3,195.0052週安値JP¥2,290.00ベータ0.0931ヶ月の変化-5.29%3ヶ月変化-7.95%1年変化-6.49%3年間の変化31.66%5年間の変化64.28%IPOからの変化-44.95%最新ニュースReported Earnings • Aug 06First quarter 2027 earnings released: EPS: JP¥10.59 (vs JP¥19.09 in 1Q 2026)First quarter 2027 results: EPS: JP¥10.59 (down from JP¥19.09 in 1Q 2026). Revenue: JP¥22.1b (up 2.9% from 1Q 2026). Net income: JP¥227.0m (down 46% from 1Q 2026). Profit margin: 1.0% (down from 1.9% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Outside Independent Director Mayuko Hara was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Declared Dividend • Jul 25Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 29th September 2026 Payment date: 9th December 2026 Dividend yield will be 2.1%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 19Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd. on June 17, 2026. For the period ending August 31, 2025, Trasparente Co., Ltd. reported total revenue of ¥794 million and EBIT of ¥4 million. As of August 31, 2025, Trasparente Co., Ltd. reported total assets of ¥371 million and total common equity of ¥57 million. The expected completion of the transaction is July 1, 2026.お知らせ • Jun 01+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2027 Results on Nov 12, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2027 results on Nov 12, 2026Major Estimate Revision • May 28Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥163 to JP¥135 per share. Revenue forecast steady at JP¥93.0b. Net income forecast to grow 7.2% next year vs 9.3% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,700 unchanged from last update. Share price fell 4.0% to JP¥2,499 over the past week.最新情報をもっと見るRecent updatesReported Earnings • Aug 06First quarter 2027 earnings released: EPS: JP¥10.59 (vs JP¥19.09 in 1Q 2026)First quarter 2027 results: EPS: JP¥10.59 (down from JP¥19.09 in 1Q 2026). Revenue: JP¥22.1b (up 2.9% from 1Q 2026). Net income: JP¥227.0m (down 46% from 1Q 2026). Profit margin: 1.0% (down from 1.9% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Outside Independent Director Mayuko Hara was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Declared Dividend • Jul 25Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 29th September 2026 Payment date: 9th December 2026 Dividend yield will be 2.1%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 19Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd. on June 17, 2026. For the period ending August 31, 2025, Trasparente Co., Ltd. reported total revenue of ¥794 million and EBIT of ¥4 million. As of August 31, 2025, Trasparente Co., Ltd. reported total assets of ¥371 million and total common equity of ¥57 million. The expected completion of the transaction is July 1, 2026.お知らせ • Jun 01+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2027 Results on Nov 12, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2027 results on Nov 12, 2026Major Estimate Revision • May 28Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥163 to JP¥135 per share. Revenue forecast steady at JP¥93.0b. Net income forecast to grow 7.2% next year vs 9.3% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,700 unchanged from last update. Share price fell 4.0% to JP¥2,499 over the past week.Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥125 (up from JP¥124 in FY 2025). Revenue: JP¥88.4b (up 25% from FY 2025). Net income: JP¥2.71b (up 6.5% from FY 2025). Profit margin: 3.1% (down from 3.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 09Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Buy Or Sell Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock has risen 9.7% to JP¥2,955. The fair value is estimated to be JP¥3,740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).Price Target Changed • Mar 20Price target increased by 16% to JP¥3,700Up from JP¥3,200, the current price target is provided by 1 analyst. New target price is 21% above last closing price of JP¥3,065. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥115 for next year compared to JP¥124 last year.Buy Or Sell Opportunity • Mar 12Now 21% undervaluedOver the last 90 days, the stock has risen 16% to JP¥3,095. The fair value is estimated to be JP¥3,900, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.New Risk • Feb 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥38.22 (vs JP¥12.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.22 (up from JP¥12.30 in 3Q 2025). Revenue: JP¥22.4b (up 35% from 3Q 2025). Net income: JP¥820.3m (up 231% from 3Q 2025). Profit margin: 3.7% (up from 1.5% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. 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 19% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 10Saint Marc Holdings (TSE:3395) Is Paying Out A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 26th of June. Based on this payment...Declared Dividend • Dec 10First half dividend of JP¥26.00 announcedDividend of JP¥26.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 111% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Nov 27Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥86.3b to JP¥88.0b. EPS estimate increased from JP¥106 to JP¥119 per share. Net income forecast to grow 60% next year vs 12% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,200 unchanged from last update. Share price rose 4.5% to JP¥2,665 over the past week.Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥29.15 (vs JP¥27.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.15 (up from JP¥27.74 in 2Q 2025). Revenue: JP¥22.1b (up 30% from 2Q 2025). Net income: JP¥630.2m (up 11% from 2Q 2025). Profit margin: 2.8% (down from 3.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.8%).分析記事 • Sep 05What You Can Learn From Saint Marc Holdings Co., Ltd.'s (TSE:3395) P/EWith a price-to-earnings (or "P/E") ratio of 32.9x Saint Marc Holdings Co., Ltd. ( TSE:3395 ) may be sending very...分析記事 • Aug 11Saint Marc Holdings (TSE:3395) Has Announced A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 10th of December. This means the annual...Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥19.09 (vs JP¥54.11 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.09 (down from JP¥54.11 in 1Q 2025). Revenue: JP¥21.4b (up 35% from 1Q 2025). Net income: JP¥417.8m (down 62% from 1Q 2025). Profit margin: 1.9% (down from 6.9% in 1Q 2025). Revenue is forecast to grow 9.4% 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 90% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 23Saint Marc Holdings (TSE:3395) Has Affirmed Its Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 10th of December. Based on this...分析記事 • Jul 09Saint Marc Holdings (TSE:3395) Is Paying Out A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd.'s ( TSE:3395 ) investors are due to receive a payment of ¥26.00 per share on 10th of...Declared Dividend • Jul 09Final dividend of JP¥26.00 announcedDividend of JP¥26.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 2.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 01We Think Saint Marc Holdings' (TSE:3395) Profit Is Only A Baseline For What They Can AchieveSaint Marc Holdings Co., Ltd. ( TSE:3395 ) just reported healthy earnings but the stock price didn't move much...Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥124 (up from JP¥47.44 in FY 2024). Revenue: JP¥70.9b (up 9.8% from FY 2024). Net income: JP¥2.54b (up 162% from FY 2024). Profit margin: 3.6% (up from 1.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 03+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥124 (up from JP¥47.44 in FY 2024). Revenue: JP¥70.9b (up 9.8% from FY 2024). Net income: JP¥2.54b (up 162% from FY 2024). Profit margin: 3.6% (up from 1.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 16% 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 111% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2025Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2025.お知らせ • Mar 27Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.8%).お知らせ • Feb 26Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 2,822,400 shares, for ¥6,499.99 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 2,822,400 shares, representing 13.80% of its issued share capital, for ¥6,499.99 million. The repurchase price will be ¥2,303 per share. The purpose of the program is to improve capital efficiency and enable the implementation of a flexible capital policy in response to changes in the business environment. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.Buy Or Sell Opportunity • Feb 17Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,333. The fair value is estimated to be JP¥2,972, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥12.30 (vs JP¥22.16 in 3Q 2024)Third quarter 2025 results: EPS: JP¥12.30 (down from JP¥22.16 in 3Q 2024). Revenue: JP¥16.6b (up 1.9% from 3Q 2024). Net income: JP¥248.0m (down 45% from 3Q 2024). Profit margin: 1.5% (down from 2.8% in 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 14Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 4,000,000 shares, representing 19.56% for ¥10,400 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 4,000,000 shares, representing 19.56% of its issued share capital, for ¥10,400 million. The purpose of the program is to improve capital efficiency and enable flexible capital policies. The program will expire on February 28, 2025. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.分析記事 • Nov 27We Think Saint Marc Holdings' (TSE:3395) Robust Earnings Are ConservativeEven though Saint Marc Holdings Co., Ltd.'s ( TSE:3395 ) recent earnings release was robust, the market didn't seem to...お知らせ • Nov 20Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. for ¥10.4 billion.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. for ¥10.4 billion on November 19, 2024. A cash consideration of ¥10.4 billion will be paid by Saint Marc Holdings Co., Ltd. As part of consideration, ¥10.4 billion is paid towards common equity of BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. The expected completion of the transaction is December 1, 2024 to December 10, 2024.お知らせ • Nov 19Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 500,000 shares, representing 2.45% for ¥1,175 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.45% of its issued share capital, for ¥ 1,175 million. The repurchase price will be ¥2,350 per share. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.Upcoming Dividend • Sep 20Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 48% 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 (0.8%).Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥54.09 (vs JP¥1.66 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥54.09 (up from JP¥1.66 loss in 1Q 2024). Revenue: JP¥15.9b (up 4.7% from 1Q 2024). Net income: JP¥1.11b (up JP¥1.14b from 1Q 2024). Profit margin: 6.9% (up from net loss in 1Q 2024). Revenue is forecast to grow 4.1% 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 114% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 29Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,126. The fair value is estimated to be JP¥1,766, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.お知らせ • Jun 02+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 05, 2025Saint Marc Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025Buy Or Sell Opportunity • May 21Now 20% overvaluedOver the last 90 days, the stock has fallen 4.5% to JP¥2,104. The fair value is estimated to be JP¥1,748, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.9% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.分析記事 • May 21Shareholders Will Be Pleased With The Quality of Saint Marc Holdings' (TSE:3395) EarningsSaint Marc Holdings Co., Ltd. ( TSE:3395 ) just reported healthy earnings but the stock price didn't move much. Our...Reported Earnings • May 16Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥47.44 (up from JP¥20.12 in FY 2023). Revenue: JP¥64.6b (up 12% from FY 2023). Net income: JP¥969.0m (up 133% from FY 2023). Profit margin: 1.5% (up from 0.7% in FY 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024.お知らせ • Mar 28Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥22.16 (vs JP¥13.27 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.16 (up from JP¥13.27 in 3Q 2023). Revenue: JP¥16.3b (up 8.3% from 3Q 2023). Net income: JP¥452.0m (up 65% from 3Q 2023). Profit margin: 2.8% (up from 1.8% in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥27.08 (vs JP¥5.74 in 2Q 2023)Second quarter 2024 results: EPS: JP¥27.08 (up from JP¥5.74 in 2Q 2023). Revenue: JP¥16.3b (up 17% from 2Q 2023). Net income: JP¥552.0m (up 364% from 2Q 2023). Profit margin: 3.4% (up from 0.9% in 2Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% 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 • Sep 21Upcoming dividend of JP¥25.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.5%).Reported Earnings • Aug 09First quarter 2024 earnings released: JP¥1.66 loss per share (vs JP¥13.17 profit in 1Q 2023)First quarter 2024 results: JP¥1.66 loss per share (down from JP¥13.17 profit in 1Q 2023). Revenue: JP¥15.2b (up 12% from 1Q 2023). Net loss: JP¥34.0m (down 113% from profit in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% 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 31+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Saint Marc Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 14Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥20.12 (up from JP¥222 loss in FY 2022). Revenue: JP¥57.8b (up 21% from FY 2022). Net income: JP¥416.0m (up JP¥5.13b from FY 2022). Profit margin: 0.7% (up from net loss in FY 2022). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% 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 • May 14Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.97% for ¥450 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.97% for ¥450 million. The purpose of the program is to improve capital efficiency and enable flexible execution of capital policy in response to changes in the business environment. The plan will be valid till June 30, 2023. As of March 31, 2023, the company had 20,553,110 shares outstanding (excluding treasury stock) and 2,224,260 shares in treasury.お知らせ • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: JP¥13.27 (vs JP¥88.98 in 3Q 2022)Third quarter 2023 results: EPS: JP¥13.27 (down from JP¥88.98 in 3Q 2022). Revenue: JP¥15.0b (up 9.8% from 3Q 2022). Net income: JP¥274.0m (down 86% from 3Q 2022). Profit margin: 1.8% (down from 14% in 3Q 2022). Revenue is forecast to grow 4.1% 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 9% per year whereas the company’s share price has fallen by 8% per year.Major Estimate Revision • Nov 26Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥55.25 to JP¥24.15 per share. Revenue forecast steady at JP¥56.2b. Net income forecast to shrink 63% next year vs 3.0% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.6% to JP¥1,723 over the past week.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥5.74 (vs JP¥262 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.74 (up from JP¥262 loss in 2Q 2022). Revenue: JP¥13.9b (up 21% from 2Q 2022). Net income: JP¥119.0m (up JP¥5.71b from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.4% 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 39% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Outside Audit & Supervisory Board Member Kazuyoshi Fukuhara is the most experienced director on the board, commencing their role in 2005. Independent Outside Director Shinya Kitagawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥5.74 (vs JP¥262 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.74 (up from JP¥262 loss in 2Q 2022). Revenue: JP¥13.9b (up 21% from 2Q 2022). Net income: JP¥119.0m (up JP¥5.71b from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.4% 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 39% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Nov 12Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.96% for ¥350 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.96% for ¥350 million. The purpose of the program is to enable the implementation of a flexible capital policy in response to changes in the business environment. The plan will be valid till December 30, 2022. As of September 30, 2022, the company had 20,753,240 shares outstanding and 2,024,130 shares in treasury.Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.5%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥13.17 (vs JP¥7.23 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥13.17 (up from JP¥7.23 loss in 1Q 2022). Revenue: JP¥13.6b (up 30% from 1Q 2022). Net income: JP¥273.0m (up JP¥427.0m from 1Q 2022). Profit margin: 2.0% (up from net loss in 1Q 2022). Over the next year, revenue is forecast to grow 12%, compared to a 38% 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 58 percentage points per year, which is a significant difference in performance.お知らせ • May 22+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • May 18Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: JP¥222 loss per share (up from JP¥378 loss in FY 2021). Revenue: JP¥47.7b (up 8.5% from FY 2021). Net loss: JP¥4.71b (loss narrowed 42% from FY 2021). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 21%, compared to a 49% 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 70 percentage points per year, which is a significant difference in performance.お知らせ • May 15Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022.Price Target Changed • Apr 27Price target decreased to JP¥1,500Down from JP¥1,650, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,459. Stock is down 14% over the past year. The company is forecast to post a net loss per share of JP¥199 next year compared to a net loss per share of JP¥378 last year.Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Outside Audit & Supervisory Board Member Tatsuhiko Ishii is the most experienced director on the board, commencing their role in 2005. Independent Outside Director Watanabe Katsushi was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 07Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).お知らせ • Feb 18Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.94% for ¥324.4 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.94% for ¥324.4 million. The purpose of the program is to enable the implementation of a flexible capital policy in response to changes in the business environment. The plan will be valid till February 17, 2022. As of December 31, 2021, the company had 21,330,702 shares outstanding and 1,446,668 shares in treasury.Price Target Changed • Feb 10Price target decreased to JP¥1,500Down from JP¥1,650, the current price target is an average from 2 analysts. New target price is 6.5% below last closing price of JP¥1,605. Stock is up 1.8% over the past year. The company is forecast to post a net loss per share of JP¥199 next year compared to a net loss per share of JP¥378 last year.Reported Earnings • Feb 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥88.98 (up from JP¥0.66 loss in 3Q 2021). Revenue: JP¥13.7b (flat on 3Q 2021). Net income: JP¥1.90b (up JP¥1.91b from 3Q 2021). Profit margin: 14% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 18%, 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 83 percentage points per year, which is a significant difference in performance.Price Target Changed • Nov 23Price target decreased to JP¥1,550Down from JP¥1,950, the current price target is an average from 2 analysts. New target price is 6.5% above last closing price of JP¥1,456. Stock is down 2.0% over the past year. The company is forecast to post a net loss per share of JP¥211 next year compared to a net loss per share of JP¥378 last year.Reported Earnings • Nov 13Second quarter 2022 earnings released: JP¥262 loss per share (vs JP¥104 loss in 2Q 2021)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2022 results: Revenue: JP¥11.5b (down 11% from 2Q 2021). Net loss: JP¥5.59b (loss widened 152% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 10 December 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (0.5%).Reported Earnings • Aug 09First quarter 2022 earnings released: JP¥7.23 loss per share (vs JP¥169 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥10.4b (up 94% from 1Q 2021). Net loss: JP¥154.0m (loss narrowed 96% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.お知らせ • Jun 08Saint Marc Holdings Co., Ltd. announced that it has received ¥16.80504 million in funding from AAGS S2, LPOn June 7, 2021, Saint Marc Holdings Co., Ltd. (TSE:3395) closed the transaction.お知らせ • May 21Saint Marc Holdings Co., Ltd. announced that it expects to receive ¥16.80504 million in funding from AAGS S2, LPSaint Marc Holdings Co., Ltd. (TSE:3395) announced a private placement of 5,716 series 8th stock acquisition rights at a price of ¥2,940 per right for gross proceeds of ¥16,805,040 with AAGS S2, LP on May 20, 2021. The rights are exercisable at ¥1,662 per share between June 15, 2021 to June 12, 2026. The investor will acquire 16.45% stake upon exercise. The expected closing date is June 7, 2021 and payment date is June 14, 2021. The transaction is approved by the board of directors of the company.Reported Earnings • May 16Full year 2021 earnings released: JP¥378 loss per share (vs JP¥69.76 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¥44.0b (down 36% from FY 2020). Net loss: JP¥8.06b (down JP¥9.55b 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 83 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (0.5%).Price Target Changed • Feb 23Price target raised to JP¥1,750Up from JP¥1,600, the current price target is an average from 2 analysts. The new target price is 7.6% above the current share price of JP¥1,626. As of last close, the stock is down 22% over the past year.Is New 90 Day High Low • Feb 08New 90-day high: JP¥1,615The company is up 3.0% from its price of JP¥1,566 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,505 per share.Reported Earnings • Feb 07Third quarter 2021 earnings released: JP¥0.66 loss per share (vs JP¥29.71 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¥13.7b (down 22% from 3Q 2020). Net loss: JP¥14.0m (down 102% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 87% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.7%. Earnings per share (EPS) also missed analyst estimates by 47%. Over the next year, revenue is forecast to grow 16%, compared to a 42% growth forecast for the Hospitality industry in Japan.株主還元3395JP HospitalityJP 市場7D2.4%1.4%2.9%1Y-6.5%-6.2%34.0%株主還元を見る業界別リターン: 3395過去 1 年間で-6.2 % のリターンをもたらしたJP Hospitality業界と一致しました。リターン対市場: 3395は、過去 1 年間で34 % のリターンを上げたJP市場を下回りました。価格変動Is 3395's price volatile compared to industry and market?3395 volatility3395 Average Weekly Movement3.1%Hospitality Industry Average Movement3.6%Market Average Movement4.1%10% most volatile stocks in JP Market9.2%10% least volatile stocks in JP Market2.2%安定した株価: 3395 、 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: 3395の 週次ボラティリティ ( 3% ) 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19891,229Yuki Fujikawawww.saint-marc-hd.com株式会社サンマルクホールディングスは、子会社を通じて日本国内でレストラン・カフェ事業を展開している。フランチャイズチェーンシステムなども運営している。同社は1989年に設立され、岡山に本社を置く。もっと見るSaint Marc Holdings Co., Ltd. 基礎のまとめSaint Marc Holdings の収益と売上を時価総額と比較するとどうか。3395 基礎統計学時価総額JP¥52.15b収益（TTM）JP¥2.51b売上高(TTM)JP¥89.05b20.7xPER（株価収益率0.6xP/Sレシオ3395 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3395 損益計算書（TTM）収益JP¥89.05b売上原価JP¥23.99b売上総利益JP¥65.07bその他の費用JP¥62.55b収益JP¥2.51b直近の収益報告Jun 30, 2026次回決算日Nov 12, 2026一株当たり利益（EPS）117.29グロス・マージン73.06%純利益率2.82%有利子負債／自己資本比率62.7%3395 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2.2%現在の配当利回り44%配当性向3395 配当は確実ですか？3395 配当履歴とベンチマークを見る3395 、いつまでに購入すれば配当金を受け取れますか？Saint Marc Holdings 配当日配当落ち日Sep 29 2026配当支払日Dec 09 2026配当落ちまでの日数42 days配当支払日までの日数113 days3395 配当は確実ですか？3395 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/17 20:45終値2026/08/17 00:00収益2026/06/30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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Saint Marc Holdings Co., Ltd. 2 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。7 アナリスト機関Masao OkadaCitigroup IncJiro KojimaDaiwa Securities Co. Ltd.Seiichiro SamejimaIchiyoshi Research Institute Inc.4 その他のアナリストを表示
Reported Earnings • Aug 06First quarter 2027 earnings released: EPS: JP¥10.59 (vs JP¥19.09 in 1Q 2026)First quarter 2027 results: EPS: JP¥10.59 (down from JP¥19.09 in 1Q 2026). Revenue: JP¥22.1b (up 2.9% from 1Q 2026). Net income: JP¥227.0m (down 46% from 1Q 2026). Profit margin: 1.0% (down from 1.9% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Outside Independent Director Mayuko Hara was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Declared Dividend • Jul 25Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 29th September 2026 Payment date: 9th December 2026 Dividend yield will be 2.1%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 19Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd. on June 17, 2026. For the period ending August 31, 2025, Trasparente Co., Ltd. reported total revenue of ¥794 million and EBIT of ¥4 million. As of August 31, 2025, Trasparente Co., Ltd. reported total assets of ¥371 million and total common equity of ¥57 million. The expected completion of the transaction is July 1, 2026.
お知らせ • Jun 01+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2027 Results on Nov 12, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2027 results on Nov 12, 2026
Major Estimate Revision • May 28Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥163 to JP¥135 per share. Revenue forecast steady at JP¥93.0b. Net income forecast to grow 7.2% next year vs 9.3% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,700 unchanged from last update. Share price fell 4.0% to JP¥2,499 over the past week.
Reported Earnings • Aug 06First quarter 2027 earnings released: EPS: JP¥10.59 (vs JP¥19.09 in 1Q 2026)First quarter 2027 results: EPS: JP¥10.59 (down from JP¥19.09 in 1Q 2026). Revenue: JP¥22.1b (up 2.9% from 1Q 2026). Net income: JP¥227.0m (down 46% from 1Q 2026). Profit margin: 1.0% (down from 1.9% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Outside Independent Director Mayuko Hara was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Declared Dividend • Jul 25Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 29th September 2026 Payment date: 9th December 2026 Dividend yield will be 2.1%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 19Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd. on June 17, 2026. For the period ending August 31, 2025, Trasparente Co., Ltd. reported total revenue of ¥794 million and EBIT of ¥4 million. As of August 31, 2025, Trasparente Co., Ltd. reported total assets of ¥371 million and total common equity of ¥57 million. The expected completion of the transaction is July 1, 2026.
お知らせ • Jun 01+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2027 Results on Nov 12, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2027 results on Nov 12, 2026
Major Estimate Revision • May 28Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥163 to JP¥135 per share. Revenue forecast steady at JP¥93.0b. Net income forecast to grow 7.2% next year vs 9.3% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,700 unchanged from last update. Share price fell 4.0% to JP¥2,499 over the past week.
Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥125 (up from JP¥124 in FY 2025). Revenue: JP¥88.4b (up 25% from FY 2025). Net income: JP¥2.71b (up 6.5% from FY 2025). Profit margin: 3.1% (down from 3.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Buy Or Sell Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock has risen 9.7% to JP¥2,955. The fair value is estimated to be JP¥3,740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).
Price Target Changed • Mar 20Price target increased by 16% to JP¥3,700Up from JP¥3,200, the current price target is provided by 1 analyst. New target price is 21% above last closing price of JP¥3,065. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥115 for next year compared to JP¥124 last year.
Buy Or Sell Opportunity • Mar 12Now 21% undervaluedOver the last 90 days, the stock has risen 16% to JP¥3,095. The fair value is estimated to be JP¥3,900, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.
New Risk • Feb 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥38.22 (vs JP¥12.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.22 (up from JP¥12.30 in 3Q 2025). Revenue: JP¥22.4b (up 35% from 3Q 2025). Net income: JP¥820.3m (up 231% from 3Q 2025). Profit margin: 3.7% (up from 1.5% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. 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 19% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 10Saint Marc Holdings (TSE:3395) Is Paying Out A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 26th of June. Based on this payment...
Declared Dividend • Dec 10First half dividend of JP¥26.00 announcedDividend of JP¥26.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 111% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Nov 27Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥86.3b to JP¥88.0b. EPS estimate increased from JP¥106 to JP¥119 per share. Net income forecast to grow 60% next year vs 12% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,200 unchanged from last update. Share price rose 4.5% to JP¥2,665 over the past week.
Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥29.15 (vs JP¥27.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.15 (up from JP¥27.74 in 2Q 2025). Revenue: JP¥22.1b (up 30% from 2Q 2025). Net income: JP¥630.2m (up 11% from 2Q 2025). Profit margin: 2.8% (down from 3.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.8%).
分析記事 • Sep 05What You Can Learn From Saint Marc Holdings Co., Ltd.'s (TSE:3395) P/EWith a price-to-earnings (or "P/E") ratio of 32.9x Saint Marc Holdings Co., Ltd. ( TSE:3395 ) may be sending very...
分析記事 • Aug 11Saint Marc Holdings (TSE:3395) Has Announced A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 10th of December. This means the annual...
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥19.09 (vs JP¥54.11 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.09 (down from JP¥54.11 in 1Q 2025). Revenue: JP¥21.4b (up 35% from 1Q 2025). Net income: JP¥417.8m (down 62% from 1Q 2025). Profit margin: 1.9% (down from 6.9% in 1Q 2025). Revenue is forecast to grow 9.4% 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 90% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 23Saint Marc Holdings (TSE:3395) Has Affirmed Its Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 10th of December. Based on this...
分析記事 • Jul 09Saint Marc Holdings (TSE:3395) Is Paying Out A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd.'s ( TSE:3395 ) investors are due to receive a payment of ¥26.00 per share on 10th of...
Declared Dividend • Jul 09Final dividend of JP¥26.00 announcedDividend of JP¥26.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 2.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 01We Think Saint Marc Holdings' (TSE:3395) Profit Is Only A Baseline For What They Can AchieveSaint Marc Holdings Co., Ltd. ( TSE:3395 ) just reported healthy earnings but the stock price didn't move much...
Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥124 (up from JP¥47.44 in FY 2024). Revenue: JP¥70.9b (up 9.8% from FY 2024). Net income: JP¥2.54b (up 162% from FY 2024). Profit margin: 3.6% (up from 1.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 03+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026
Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥124 (up from JP¥47.44 in FY 2024). Revenue: JP¥70.9b (up 9.8% from FY 2024). Net income: JP¥2.54b (up 162% from FY 2024). Profit margin: 3.6% (up from 1.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 16% 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 111% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2025Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 27Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.8%).
お知らせ • Feb 26Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 2,822,400 shares, for ¥6,499.99 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 2,822,400 shares, representing 13.80% of its issued share capital, for ¥6,499.99 million. The repurchase price will be ¥2,303 per share. The purpose of the program is to improve capital efficiency and enable the implementation of a flexible capital policy in response to changes in the business environment. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.
Buy Or Sell Opportunity • Feb 17Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,333. The fair value is estimated to be JP¥2,972, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥12.30 (vs JP¥22.16 in 3Q 2024)Third quarter 2025 results: EPS: JP¥12.30 (down from JP¥22.16 in 3Q 2024). Revenue: JP¥16.6b (up 1.9% from 3Q 2024). Net income: JP¥248.0m (down 45% from 3Q 2024). Profit margin: 1.5% (down from 2.8% in 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 14Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 4,000,000 shares, representing 19.56% for ¥10,400 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 4,000,000 shares, representing 19.56% of its issued share capital, for ¥10,400 million. The purpose of the program is to improve capital efficiency and enable flexible capital policies. The program will expire on February 28, 2025. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.
分析記事 • Nov 27We Think Saint Marc Holdings' (TSE:3395) Robust Earnings Are ConservativeEven though Saint Marc Holdings Co., Ltd.'s ( TSE:3395 ) recent earnings release was robust, the market didn't seem to...
お知らせ • Nov 20Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. for ¥10.4 billion.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. for ¥10.4 billion on November 19, 2024. A cash consideration of ¥10.4 billion will be paid by Saint Marc Holdings Co., Ltd. As part of consideration, ¥10.4 billion is paid towards common equity of BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. The expected completion of the transaction is December 1, 2024 to December 10, 2024.
お知らせ • Nov 19Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 500,000 shares, representing 2.45% for ¥1,175 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.45% of its issued share capital, for ¥ 1,175 million. The repurchase price will be ¥2,350 per share. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 48% 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 (0.8%).
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥54.09 (vs JP¥1.66 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥54.09 (up from JP¥1.66 loss in 1Q 2024). Revenue: JP¥15.9b (up 4.7% from 1Q 2024). Net income: JP¥1.11b (up JP¥1.14b from 1Q 2024). Profit margin: 6.9% (up from net loss in 1Q 2024). Revenue is forecast to grow 4.1% 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 114% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 29Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,126. The fair value is estimated to be JP¥1,766, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
お知らせ • Jun 02+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 05, 2025Saint Marc Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025
Buy Or Sell Opportunity • May 21Now 20% overvaluedOver the last 90 days, the stock has fallen 4.5% to JP¥2,104. The fair value is estimated to be JP¥1,748, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.9% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.
分析記事 • May 21Shareholders Will Be Pleased With The Quality of Saint Marc Holdings' (TSE:3395) EarningsSaint Marc Holdings Co., Ltd. ( TSE:3395 ) just reported healthy earnings but the stock price didn't move much. Our...
Reported Earnings • May 16Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥47.44 (up from JP¥20.12 in FY 2023). Revenue: JP¥64.6b (up 12% from FY 2023). Net income: JP¥969.0m (up 133% from FY 2023). Profit margin: 1.5% (up from 0.7% in FY 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024.
お知らせ • Mar 28Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥22.16 (vs JP¥13.27 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.16 (up from JP¥13.27 in 3Q 2023). Revenue: JP¥16.3b (up 8.3% from 3Q 2023). Net income: JP¥452.0m (up 65% from 3Q 2023). Profit margin: 2.8% (up from 1.8% in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥27.08 (vs JP¥5.74 in 2Q 2023)Second quarter 2024 results: EPS: JP¥27.08 (up from JP¥5.74 in 2Q 2023). Revenue: JP¥16.3b (up 17% from 2Q 2023). Net income: JP¥552.0m (up 364% from 2Q 2023). Profit margin: 3.4% (up from 0.9% in 2Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% 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 • Sep 21Upcoming dividend of JP¥25.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.5%).
Reported Earnings • Aug 09First quarter 2024 earnings released: JP¥1.66 loss per share (vs JP¥13.17 profit in 1Q 2023)First quarter 2024 results: JP¥1.66 loss per share (down from JP¥13.17 profit in 1Q 2023). Revenue: JP¥15.2b (up 12% from 1Q 2023). Net loss: JP¥34.0m (down 113% from profit in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% 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 31+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Saint Marc Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 14Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥20.12 (up from JP¥222 loss in FY 2022). Revenue: JP¥57.8b (up 21% from FY 2022). Net income: JP¥416.0m (up JP¥5.13b from FY 2022). Profit margin: 0.7% (up from net loss in FY 2022). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% 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 • May 14Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.97% for ¥450 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.97% for ¥450 million. The purpose of the program is to improve capital efficiency and enable flexible execution of capital policy in response to changes in the business environment. The plan will be valid till June 30, 2023. As of March 31, 2023, the company had 20,553,110 shares outstanding (excluding treasury stock) and 2,224,260 shares in treasury.
お知らせ • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).
Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: JP¥13.27 (vs JP¥88.98 in 3Q 2022)Third quarter 2023 results: EPS: JP¥13.27 (down from JP¥88.98 in 3Q 2022). Revenue: JP¥15.0b (up 9.8% from 3Q 2022). Net income: JP¥274.0m (down 86% from 3Q 2022). Profit margin: 1.8% (down from 14% in 3Q 2022). Revenue is forecast to grow 4.1% 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 9% per year whereas the company’s share price has fallen by 8% per year.
Major Estimate Revision • Nov 26Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥55.25 to JP¥24.15 per share. Revenue forecast steady at JP¥56.2b. Net income forecast to shrink 63% next year vs 3.0% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.6% to JP¥1,723 over the past week.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥5.74 (vs JP¥262 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.74 (up from JP¥262 loss in 2Q 2022). Revenue: JP¥13.9b (up 21% from 2Q 2022). Net income: JP¥119.0m (up JP¥5.71b from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.4% 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 39% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Outside Audit & Supervisory Board Member Kazuyoshi Fukuhara is the most experienced director on the board, commencing their role in 2005. Independent Outside Director Shinya Kitagawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥5.74 (vs JP¥262 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.74 (up from JP¥262 loss in 2Q 2022). Revenue: JP¥13.9b (up 21% from 2Q 2022). Net income: JP¥119.0m (up JP¥5.71b from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.4% 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 39% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 12Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.96% for ¥350 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.96% for ¥350 million. The purpose of the program is to enable the implementation of a flexible capital policy in response to changes in the business environment. The plan will be valid till December 30, 2022. As of September 30, 2022, the company had 20,753,240 shares outstanding and 2,024,130 shares in treasury.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.5%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥13.17 (vs JP¥7.23 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥13.17 (up from JP¥7.23 loss in 1Q 2022). Revenue: JP¥13.6b (up 30% from 1Q 2022). Net income: JP¥273.0m (up JP¥427.0m from 1Q 2022). Profit margin: 2.0% (up from net loss in 1Q 2022). Over the next year, revenue is forecast to grow 12%, compared to a 38% 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 58 percentage points per year, which is a significant difference in performance.
お知らせ • May 22+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • May 18Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: JP¥222 loss per share (up from JP¥378 loss in FY 2021). Revenue: JP¥47.7b (up 8.5% from FY 2021). Net loss: JP¥4.71b (loss narrowed 42% from FY 2021). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 21%, compared to a 49% 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 70 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022.
Price Target Changed • Apr 27Price target decreased to JP¥1,500Down from JP¥1,650, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,459. Stock is down 14% over the past year. The company is forecast to post a net loss per share of JP¥199 next year compared to a net loss per share of JP¥378 last year.
Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Outside Audit & Supervisory Board Member Tatsuhiko Ishii is the most experienced director on the board, commencing their role in 2005. Independent Outside Director Watanabe Katsushi was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 07Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).
お知らせ • Feb 18Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.94% for ¥324.4 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.94% for ¥324.4 million. The purpose of the program is to enable the implementation of a flexible capital policy in response to changes in the business environment. The plan will be valid till February 17, 2022. As of December 31, 2021, the company had 21,330,702 shares outstanding and 1,446,668 shares in treasury.
Price Target Changed • Feb 10Price target decreased to JP¥1,500Down from JP¥1,650, the current price target is an average from 2 analysts. New target price is 6.5% below last closing price of JP¥1,605. Stock is up 1.8% over the past year. The company is forecast to post a net loss per share of JP¥199 next year compared to a net loss per share of JP¥378 last year.
Reported Earnings • Feb 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥88.98 (up from JP¥0.66 loss in 3Q 2021). Revenue: JP¥13.7b (flat on 3Q 2021). Net income: JP¥1.90b (up JP¥1.91b from 3Q 2021). Profit margin: 14% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 18%, 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 83 percentage points per year, which is a significant difference in performance.
Price Target Changed • Nov 23Price target decreased to JP¥1,550Down from JP¥1,950, the current price target is an average from 2 analysts. New target price is 6.5% above last closing price of JP¥1,456. Stock is down 2.0% over the past year. The company is forecast to post a net loss per share of JP¥211 next year compared to a net loss per share of JP¥378 last year.
Reported Earnings • Nov 13Second quarter 2022 earnings released: JP¥262 loss per share (vs JP¥104 loss in 2Q 2021)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2022 results: Revenue: JP¥11.5b (down 11% from 2Q 2021). Net loss: JP¥5.59b (loss widened 152% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 10 December 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (0.5%).
Reported Earnings • Aug 09First quarter 2022 earnings released: JP¥7.23 loss per share (vs JP¥169 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥10.4b (up 94% from 1Q 2021). Net loss: JP¥154.0m (loss narrowed 96% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 08Saint Marc Holdings Co., Ltd. announced that it has received ¥16.80504 million in funding from AAGS S2, LPOn June 7, 2021, Saint Marc Holdings Co., Ltd. (TSE:3395) closed the transaction.
お知らせ • May 21Saint Marc Holdings Co., Ltd. announced that it expects to receive ¥16.80504 million in funding from AAGS S2, LPSaint Marc Holdings Co., Ltd. (TSE:3395) announced a private placement of 5,716 series 8th stock acquisition rights at a price of ¥2,940 per right for gross proceeds of ¥16,805,040 with AAGS S2, LP on May 20, 2021. The rights are exercisable at ¥1,662 per share between June 15, 2021 to June 12, 2026. The investor will acquire 16.45% stake upon exercise. The expected closing date is June 7, 2021 and payment date is June 14, 2021. The transaction is approved by the board of directors of the company.
Reported Earnings • May 16Full year 2021 earnings released: JP¥378 loss per share (vs JP¥69.76 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¥44.0b (down 36% from FY 2020). Net loss: JP¥8.06b (down JP¥9.55b 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 83 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (0.5%).
Price Target Changed • Feb 23Price target raised to JP¥1,750Up from JP¥1,600, the current price target is an average from 2 analysts. The new target price is 7.6% above the current share price of JP¥1,626. As of last close, the stock is down 22% over the past year.
Is New 90 Day High Low • Feb 08New 90-day high: JP¥1,615The company is up 3.0% from its price of JP¥1,566 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,505 per share.
Reported Earnings • Feb 07Third quarter 2021 earnings released: JP¥0.66 loss per share (vs JP¥29.71 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¥13.7b (down 22% from 3Q 2020). Net loss: JP¥14.0m (down 102% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 87% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.7%. Earnings per share (EPS) also missed analyst estimates by 47%. Over the next year, revenue is forecast to grow 16%, compared to a 42% growth forecast for the Hospitality industry in Japan.
