TORIDOLL Holdings（3397）株式概要トリドールホールディングス株式会社は、子会社を通じて、日本および海外でレストランを運営・管理している。 詳細3397 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績4/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より14%で取引されている 収益は年間41.34%増加すると予測されています 過去1年間で収益は28.3%増加しました リスク分析財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る3397 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,122 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 NarrativeBLINRODA487,122 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥4.26k13.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6b357b2016201920222025202620282031Revenue JP¥356.5bEarnings JP¥2.4bAdvancedSet Fair ValueView all narrativesTORIDOLL Holdings Corporation 競合他社SaizeriyaLtdSymbol: TSE:7581Market cap: JP¥376.0bcreate restaurants holdingsSymbol: TSE:3387Market cap: JP¥317.9bYoshinoya HoldingsSymbol: TSE:9861Market cap: JP¥242.7bColowideLtdSymbol: TSE:7616Market cap: JP¥218.2b価格と性能株価の高値、安値、推移の概要TORIDOLL Holdings過去の株価現在の株価JP¥4,262.0052週高値JP¥5,391.0052週安値JP¥3,492.00ベータ0.00401ヶ月の変化6.05%3ヶ月変化9.68%1年変化-7.35%3年間の変化5.50%5年間の変化107.60%IPOからの変化1,837.27%最新ニュースお知らせ • Jul 01TORIDOLL Holdings Corporation to Report Q1, 2027 Results on Aug 14, 2026TORIDOLL Holdings Corporation announced that they will report Q1, 2027 results on Aug 14, 2026Buy Or Sell Opportunity • Jun 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥3,740. The fair value is estimated to be JP¥4,726, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 2.6%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.Price Target Changed • Jun 02Price target decreased by 9.8% to JP¥3,967Down from JP¥4,400, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥3,831. Stock is down 7.0% over the past year. The company is forecast to post earnings per share of JP¥84.57 for next year compared to JP¥26.34 last year.分析記事 • May 24Shareholders Can Be Confident That TORIDOLL Holdings' (TSE:3397) Earnings Are High QualityThe subdued stock price reaction suggests that TORIDOLL Holdings Corporation's ( TSE:3397 ) strong earnings didn't...Major Estimate Revision • May 22Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥295.0b to JP¥287.9b. EPS estimate also fell from JP¥108 per share to JP¥79.75 per share. Net income forecast to grow 285% next year vs 11% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,300. Share price rose 2.6% to JP¥3,854 over the past week.Reported Earnings • May 20Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥26.34 (up from JP¥16.95 in FY 2025). Revenue: JP¥278.7b (up 3.9% from FY 2025). Net income: JP¥2.31b (up 56% from FY 2025). Profit margin: 0.8% (up from 0.6% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 71%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 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 fallen by 3% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesお知らせ • Jul 01TORIDOLL Holdings Corporation to Report Q1, 2027 Results on Aug 14, 2026TORIDOLL Holdings Corporation announced that they will report Q1, 2027 results on Aug 14, 2026Buy Or Sell Opportunity • Jun 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥3,740. The fair value is estimated to be JP¥4,726, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 2.6%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.Price Target Changed • Jun 02Price target decreased by 9.8% to JP¥3,967Down from JP¥4,400, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥3,831. Stock is down 7.0% over the past year. The company is forecast to post earnings per share of JP¥84.57 for next year compared to JP¥26.34 last year.分析記事 • May 24Shareholders Can Be Confident That TORIDOLL Holdings' (TSE:3397) Earnings Are High QualityThe subdued stock price reaction suggests that TORIDOLL Holdings Corporation's ( TSE:3397 ) strong earnings didn't...Major Estimate Revision • May 22Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥295.0b to JP¥287.9b. EPS estimate also fell from JP¥108 per share to JP¥79.75 per share. Net income forecast to grow 285% next year vs 11% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,300. Share price rose 2.6% to JP¥3,854 over the past week.Reported Earnings • May 20Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥26.34 (up from JP¥16.95 in FY 2025). Revenue: JP¥278.7b (up 3.9% from FY 2025). Net income: JP¥2.31b (up 56% from FY 2025). Profit margin: 0.8% (up from 0.6% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 71%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 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 fallen by 3% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • May 15TORIDOLL Holdings Corporation, Annual General Meeting, Jun 26, 2026TORIDOLL Holdings Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • Apr 09TORIDOLL Holdings Corporation to Report Q4, 2026 Results on May 15, 2026TORIDOLL Holdings Corporation announced that they will report Q4, 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.9%).Major Estimate Revision • Feb 21Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥78.11 to JP¥69.25 per share. Revenue forecast steady at JP¥280.7b. Net income forecast to grow 118% next year vs 17% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,300. Share price was steady at JP¥4,248 over the past week.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥32.84 (vs JP¥38.58 in 3Q 2025)Third quarter 2026 results: EPS: JP¥32.84 (down from JP¥38.58 in 3Q 2025). Revenue: JP¥68.7b (flat on 3Q 2025). Net income: JP¥2.88b (down 14% from 3Q 2025). Profit margin: 4.2% (down from 5.0% in 3Q 2025). Revenue is forecast to grow 6.8% 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 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 14TORIDOLL Holdings Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026TORIDOLL Holdings Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects revenue of JPY 282,000 million, operating profit of JPY 14,600 million, Profit before tax is JPY 12,100 million, earnings per share attributable to owners of the parent (basic) of JPY 58.23. Profit for the year attributable to owners of the parent JPY 5,500 million.Price Target Changed • Dec 31Price target increased by 8.0% to JP¥4,400Up from JP¥4,075, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥4,238. Stock is up 8.7% over the past year. The company is forecast to post earnings per share of JP¥78.11 for next year compared to JP¥16.95 last year.お知らせ • Dec 27TORIDOLL Holdings Corporation to Report Q3, 2026 Results on Feb 13, 2026TORIDOLL Holdings Corporation announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Dec 09These 4 Measures Indicate That TORIDOLL Holdings (TSE:3397) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Nov 22Solid Earnings Reflect TORIDOLL Holdings' (TSE:3397) Strength As A BusinessTORIDOLL Holdings Corporation's ( TSE:3397 ) earnings announcement last week was disappointing for investors, despite...Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥17.95 (vs JP¥12.51 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.95 (up from JP¥12.51 in 2Q 2025). Revenue: JP¥71.9b (up 6.0% from 2Q 2025). Net income: JP¥1.58b (up 44% from 2Q 2025). Profit margin: 2.2% (up from 1.6% in 2Q 2025). Revenue is forecast to grow 7.2% 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 fallen by 9% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Declared Dividend • Nov 17Dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th March 2026 Payment date: 15th June 2026 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 4%.分析記事 • Nov 14TORIDOLL Holdings Corporation's (TSE:3397) Intrinsic Value Is Potentially 32% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, TORIDOLL Holdings fair value estimate is JP¥5,815 TORIDOLL...分析記事 • Oct 29We Like These Underlying Return On Capital Trends At TORIDOLL Holdings (TSE:3397)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Buy Or Sell Opportunity • Oct 29Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to JP¥4,346. The fair value is estimated to be JP¥5,579, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 131% in the next 2 years.お知らせ • Sep 27TORIDOLL Holdings Corporation to Report Q2, 2026 Results on Nov 14, 2025TORIDOLL Holdings Corporation announced that they will report Q2, 2026 results on Nov 14, 2025Price Target Changed • Aug 21Price target increased by 9.4% to JP¥4,075Up from JP¥3,725, the current price target is an average from 4 analysts. New target price is 21% below last closing price of JP¥5,159. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥80.36 for next year compared to JP¥16.95 last year.分析記事 • Aug 19TORIDOLL Holdings Corporation's (TSE:3397) Shares Climb 25% But Its Business Is Yet to Catch UpTSE:3397 1 Year Share Price vs Fair Value Explore TORIDOLL Holdings's Fair Values from the Community and select yours...Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥50.15 (vs JP¥17.34 in 1Q 2025)First quarter 2026 results: EPS: JP¥50.15 (up from JP¥17.34 in 1Q 2025). Revenue: JP¥69.9b (up 6.1% from 1Q 2025). Net income: JP¥4.39b (up 190% from 1Q 2025). Profit margin: 6.3% (up from 2.3% in 1Q 2025). Revenue is forecast to grow 7.4% 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 fallen by 25% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.分析記事 • Jul 17TORIDOLL Holdings Corporation (TSE:3397) Shares Could Be 23% Below Their Intrinsic Value EstimateKey Insights TORIDOLL Holdings' estimated fair value is JP¥5,440 based on 2 Stage Free Cash Flow to Equity TORIDOLL...Board Change • Jul 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Rieko Shofu was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥21.45 (down from JP¥60.69 in FY 2024). Revenue: JP¥268.2b (up 16% from FY 2024). Net income: JP¥1.87b (down 65% from FY 2024). Profit margin: 0.7% (down from 2.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 74%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 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 fallen by 32% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Jun 29TORIDOLL Holdings Corporation to Report Q1, 2026 Results on Aug 14, 2025TORIDOLL Holdings Corporation announced that they will report Q1, 2026 results on Aug 14, 2025Major Estimate Revision • Jun 05Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥62.90 to JP¥70.31. Revenue forecast steady at JP¥284.5b. Net income forecast to grow 329% next year vs 10% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥3,900 to JP¥3,725. Share price was steady at JP¥4,128 over the past week.Major Estimate Revision • May 22Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥290.0b to JP¥282.5b. EPS estimate also fell from JP¥89.07 per share to JP¥62.90 per share. Net income forecast to grow 220% next year vs 9.8% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥3,800 to JP¥3,900. Share price was steady at JP¥4,220 over the past week.Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥21.45 (down from JP¥60.69 in FY 2024). Revenue: JP¥268.2b (up 16% from FY 2024). Net income: JP¥1.87b (down 65% from FY 2024). Profit margin: 0.7% (down from 2.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 74%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • May 15TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2025TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2025.分析記事 • May 09We Think TORIDOLL Holdings (TSE:3397) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 23With TORIDOLL Holdings Corporation (TSE:3397) It Looks Like You'll Get What You Pay ForWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider...お知らせ • Mar 27TORIDOLL Holdings Corporation to Report Fiscal Year 2025 Results on May 15, 2025TORIDOLL Holdings Corporation announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.8%).分析記事 • Feb 27TORIDOLL Holdings' (TSE:3397) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with TORIDOLL Holdings Corporation's ( TSE:3397 ) lackluster earnings report last...Buy Or Sell Opportunity • Feb 17Now 23% undervaluedOver the last 90 days, the stock has risen 12% to JP¥3,910. The fair value is estimated to be JP¥5,088, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 23%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 114% in the next 2 years.Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥38.58 (vs JP¥21.44 in 3Q 2024)Third quarter 2025 results: EPS: JP¥38.58 (up from JP¥21.44 in 3Q 2024). Revenue: JP¥68.1b (up 14% from 3Q 2024). Net income: JP¥3.37b (up 80% from 3Q 2024). Profit margin: 5.0% (up from 3.1% in 3Q 2024). Revenue is forecast to grow 8.3% 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 fallen by 23% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Jan 17TORIDOLL Holdings Corporation to Report Q3, 2025 Results on Feb 14, 2025TORIDOLL Holdings Corporation announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Jan 15TORIDOLL Holdings (TSE:3397) Shareholders Will Want The ROCE Trajectory To ContinueIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...分析記事 • Dec 13An Intrinsic Calculation For TORIDOLL Holdings Corporation (TSE:3397) Suggests It's 29% UndervaluedKey Insights TORIDOLL Holdings' estimated fair value is JP¥5,627 based on 2 Stage Free Cash Flow to Equity Current...Major Estimate Revision • Nov 20Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥71.03 to JP¥59.25 per share. Revenue forecast steady at JP¥264.5b. Net income forecast to grow 53% next year vs 13% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,200 to JP¥4,075. Share price fell 12% to JP¥3,511 over the past week.Declared Dividend • Nov 16Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 13th June 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 3%.分析記事 • Nov 11These 4 Measures Indicate That TORIDOLL Holdings (TSE:3397) Is Using Debt SafelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Oct 11TORIDOLL Holdings Corporation to Report Q2, 2025 Results on Nov 14, 2024TORIDOLL Holdings Corporation announced that they will report Q2, 2025 results on Nov 14, 2024分析記事 • Oct 01Shareholders Should Be Pleased With TORIDOLL Holdings Corporation's (TSE:3397) PriceWith a price-to-earnings (or "P/E") ratio of 78.6x TORIDOLL Holdings Corporation ( TSE:3397 ) may be sending very...分析記事 • Aug 27Solid Earnings Reflect TORIDOLL Holdings' (TSE:3397) Strength As A BusinessEven though TORIDOLL Holdings Corporation ( TSE:3397 ) posted strong earnings, investors appeared to be underwhelmed...Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥17.34 (vs JP¥29.30 in 1Q 2024)First quarter 2025 results: EPS: JP¥17.34 (down from JP¥29.30 in 1Q 2024). Revenue: JP¥65.9b (up 25% from 1Q 2024). Net income: JP¥1.51b (down 41% from 1Q 2024). Profit margin: 2.3% (down from 4.8% in 1Q 2024). Revenue is forecast to grow 12% 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 5% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Aug 15Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥84.07 to JP¥73.60 per share. Revenue forecast steady at JP¥266.2b. Net income forecast to grow 28% next year vs 16% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥4,425 unchanged from last update. Share price fell 8.2% to JP¥3,485 over the past week.分析記事 • Aug 14Are Investors Undervaluing TORIDOLL Holdings Corporation (TSE:3397) By 47%?Key Insights TORIDOLL Holdings' estimated fair value is JP¥7,234 based on 2 Stage Free Cash Flow to Equity TORIDOLL...お知らせ • Jul 14TORIDOLL Holdings Corporation to Report Q1, 2025 Results on Aug 14, 2024TORIDOLL Holdings Corporation announced that they will report Q1, 2025 results on Aug 14, 2024Reported Earnings • May 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥65.13 (up from JP¥39.58 in FY 2023). Revenue: JP¥232.0b (up 23% from FY 2023). Net income: JP¥5.68b (up 65% from FY 2023). Profit margin: 2.4% (up from 1.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 9.4% 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 36% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • May 16TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2024TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2024.お知らせ • May 15+ 1 more updateTORIDOLL Holdings Corporation Announces Amendment of Dividend PolicyTORIDOLL Holding Corporation announced that, at the Board of Directors meeting held on May 14, 2024, the Company resolved to revise the dividend policy and the fiscal year-end dividend for the fiscal year ended March 31, 2024. The details are as follows. (Before amendment): TORIDOLL Holdings strives to provide steady dividends reflecting the profitability and performance of the business while maintaining efforts to maximize retained earnings to make the investments required for the Group's growth. Furthermore, its sustainable dividend policy targets either a dividend payout ratio of 20% or more or an adjusted dividend payout ratio of 2% or more. (After amendment): TORIDOLL Holdings strives to pay progressive dividends reflecting the profitability and performance of the business while maintaining efforts to maximize retained earnings to make the investment required for the Group's growth. In principle, the company target a dividend payout ratio of at least 20%, but in order to ensure stable and continuous dividend payments, it has set the adjusted dividend payout ratio at a minimum of 2% and, with the exception of special dividends, provide dividends that are higher than those of the previous fiscal year.分析記事 • May 14Here's Why TORIDOLL Holdings (TSE:3397) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Apr 21TORIDOLL Holdings (TSE:3397) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Apr 12TORIDOLL Holdings Corporation to Report Fiscal Year 2024 Results on May 14, 2024TORIDOLL Holdings Corporation announced that they will report fiscal year 2024 results on May 14, 2024分析記事 • Mar 25TORIDOLL Holdings Corporation's (TSE:3397) Intrinsic Value Is Potentially 54% Above Its Share PriceKey Insights The projected fair value for TORIDOLL Holdings is JP¥6,479 based on 2 Stage Free Cash Flow to Equity...Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (0.6%).分析記事 • Mar 11TORIDOLL Holdings Corporation's (TSE:3397) P/E Is On The MarkWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider...Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥22.54 (vs JP¥1.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.54 (up from JP¥1.03 in 3Q 2023). Revenue: JP¥59.7b (up 22% from 3Q 2023). Net income: JP¥1.97b (up JP¥1.88b from 3Q 2023). Profit margin: 3.3% (up from 0.2% in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jan 24Now 23% undervaluedOver the last 90 days, the stock has risen 26% to JP¥4,434. The fair value is estimated to be JP¥5,793, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 127% in the next 2 years.お知らせ • Jan 17TORIDOLL Holdings Corporation to Report Q3, 2024 Results on Feb 14, 2024TORIDOLL Holdings Corporation announced that they will report Q3, 2024 results on Feb 14, 2024Price Target Changed • Nov 21Price target increased by 7.9% to JP¥4,450Up from JP¥4,125, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥4,308. Stock is up 58% over the past year. The company is forecast to post earnings per share of JP¥67.61 for next year compared to JP¥39.58 last year.Reported Earnings • Nov 18Second quarter 2024 earnings released: EPS: JP¥22.40 (vs JP¥8.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.40 (up from JP¥8.04 in 2Q 2023). Revenue: JP¥59.9b (up 25% from 2Q 2023). Net income: JP¥1.95b (up 179% from 2Q 2023). Profit margin: 3.3% (up from 1.5% in 2Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Nov 15Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥225.5b to JP¥237.9b. EPS estimate increased from JP¥58.31 to JP¥70.53 per share. Net income forecast to grow 110% next year vs 27% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥4,125 unchanged from last update. Share price rose 18% to JP¥4,280 over the past week.Buying Opportunity • Nov 04Now 20% undervaluedOver the last 90 days, the stock is up 3.3%. The fair value is estimated to be JP¥4,555, 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. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.お知らせ • Oct 28TORIDOLL Holdings Corporation to Report Q2, 2024 Results on Nov 14, 2023TORIDOLL Holdings Corporation announced that they will report Q2, 2024 results on Nov 14, 2023Buying Opportunity • Oct 02Now 21% undervaluedOver the last 90 days, the stock is up 9.5%. The fair value is estimated to be JP¥4,574, 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. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Buying Opportunity • Aug 18Now 20% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be JP¥4,723, 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. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.Reported Earnings • Aug 15First quarter 2024 earnings released: EPS: JP¥30.41 (vs JP¥40.63 in 1Q 2023)First quarter 2024 results: EPS: JP¥30.41 (down from JP¥40.63 in 1Q 2023). Revenue: JP¥52.7b (up 20% from 1Q 2023). Net income: JP¥2.65b (down 25% from 1Q 2023). Profit margin: 5.0% (down from 8.0% in 1Q 2023). Revenue is forecast to grow 7.8% 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 78% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Aug 15Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥46.49 to JP¥40.83 per share. Revenue forecast steady at JP¥216.3b. Net income forecast to grow 25% next year vs 15% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,200 unchanged from last update. Share price rose 11% to JP¥3,980 over the past week.お知らせ • Jul 13+ 1 more updateTORIDOLL Holdings Corporation to Report Q1, 2024 Results on Aug 14, 2023TORIDOLL Holdings Corporation announced that they will report Q1, 2024 results on Aug 14, 2023Price Target Changed • May 24Price target increased by 7.6% to JP¥3,200Up from JP¥2,975, the current price target is an average from 4 analysts. New target price is 8.9% above last closing price of JP¥2,938. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥46.49 for next year compared to JP¥44.02 last year.Major Estimate Revision • May 23Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥207.6b to JP¥215.2b. EPS estimate fell from JP¥52.30 to JP¥46.49 per share. Net income forecast to grow 6.2% next year vs 25% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,200 unchanged from last update. Share price was steady at JP¥2,964 over the past week.お知らせ • May 17+ 1 more updateTORIDOLL Holdings Corporation Announces Dividend for the Year-End Ended March 31, 2023, Payable on June 15, 2023; Provides Dividend Guidance for the Year-End Ending March 31, 2024TORIDOLL Holdings Corporation announced dividend of JPY 7.50 per share compared to JPY 7.50 per share a year ago. Starting date of dividend payments: June 15, 2023.For the Year ending March 31, 2024, company expects to pay dividend of JPY 7.50 per share compared to JPY 7.50 per share paid a year ago.Reported Earnings • May 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥44.02 (down from JP¥104 in FY 2022). Revenue: JP¥188.3b (up 23% from FY 2022). Net income: JP¥3.83b (down 57% from FY 2022). Profit margin: 2.0% (down from 5.9% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • May 16TORIDOLL Holdings Corporation, Annual General Meeting, Jun 29, 2023TORIDOLL Holdings Corporation, Annual General Meeting, Jun 29, 2023.Major Estimate Revision • May 16Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥52.30 to JP¥43.40. Revenue forecast unchanged from JP¥207.6b at last update. Net income forecast to shrink 6.1% next year vs 20% growth forecast for Hospitality industry in Japan . Consensus price target of JP¥2,975 unchanged from last update. Share price was steady at JP¥2,966 over the past week.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per share at 0.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.5%).Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥2.16 (vs JP¥41.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥2.16 (down from JP¥41.75 in 3Q 2022). Revenue: JP¥48.9b (up 21% from 3Q 2022). Net income: JP¥188.0m (down 95% from 3Q 2022). Profit margin: 0.4% (down from 9.0% in 3Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 14+ 1 more updateToridoll Holdings Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023TORIDOLL Holdings Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, company expects Revenue to be JPY 191,900 million, Operating profit to be JPY 7,100 million, Profit before tax to be JPY 7,500 million, Profit for the period to be JPY 4,900 million, Profit for the period attributable to owners of the parent to be JPY 4,000 million and Earnings per share attributable to owners of the parent of JPY 41.57.お知らせ • Dec 28TORIDOLL Holdings Corporation to Report Q3, 2023 Results on Feb 14, 2023TORIDOLL Holdings Corporation announced that they will report Q3, 2023 results on Feb 14, 2023Major Estimate Revision • Nov 27Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥179.4b to JP¥189.4b. EPS estimate fell from JP¥63.20 to JP¥56.62 per share. Net income forecast to shrink 36% next year vs 3.0% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price was steady at JP¥2,752 over the past week.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥9.16 (vs JP¥26.90 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.16 (down from JP¥26.90 in 2Q 2022). Revenue: JP¥48.2b (up 23% from 2Q 2022). Net income: JP¥796.0m (down 66% from 2Q 2022). Profit margin: 1.7% (down from 5.9% in 2Q 2022). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). Senior MD, COO & Executive Director Kimihiro Tanaka was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥9.16 (vs JP¥26.90 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.16 (down from JP¥26.90 in 2Q 2022). Revenue: JP¥48.2b (up 23% from 2Q 2022). Net income: JP¥796.0m (down 66% from 2Q 2022). Profit margin: 1.7% (down from 5.9% in 2Q 2022). Revenue is forecast to grow 7.1% 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 increased by 88% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 11+ 1 more updateTORIDOLL Holdings Corporation Provides Dividend Guidance for Fiscal Year Ending March 31, 2023TORIDOLL Holdings Corporation provided dividend guidance for fiscal year ending march 31, 2023. For the period, the company expects dividend to be JPY 7.50 per share as compared to JPY 7.50 per shared previous same period.お知らせ • Oct 02TORIDOLL Holdings Corporation to Report Q2, 2023 Results on Nov 11, 2022TORIDOLL Holdings Corporation announced that they will report Q2, 2023 results on Nov 11, 2022Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥2,966, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 27x in the Hospitality industry in Japan. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,300 per share.株主還元3397JP HospitalityJP 市場7D3.2%3.7%3.2%1Y-7.3%-3.4%32.5%株主還元を見る業界別リターン: 3397過去 1 年間で-3.4 % の収益を上げたJP Hospitality業界を下回りました。リターン対市場: 3397は、過去 1 年間で32.5 % のリターンを上げたJP市場を下回りました。価格変動Is 3397's price volatile compared to industry and market?3397 volatility3397 Average Weekly Movement4.7%Hospitality Industry Average Movement3.6%Market Average Movement4.4%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.2%安定した株価: 3397 、 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: 3397の 週次ボラティリティ ( 5% ) 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19857,775Takaya Awatawww.toridoll.comTORIDOLLホールディングス株式会社は、子会社を通じて、日本および海外でレストランの運営・管理を行っています。事業は、「丸亀製麺」、「国内その他」、「海外事業」の各セグメントで展開されています。同社は、「丸亀製麺」、「バンパイヤ」、「肉の山牛」、「TORIDOLL」、 「バタヤ・トンイチ」、「天ぷらマキノ」、「トンヤ・トン」、「トリド・イチル」、「長田本城軒」、「トリドン」、「ヤマガユ・ジェネラル」、「フレッシュリー・ベイクド・コッペパン」、「モンスターカレー」、「コナズ・コーヒー」、「ズンドウヤ」、「マルガメうどん」、 WOK TO WALK、ザ・オリジナル・ボートヌードル、SHORYU、Pokeworks、タムジャイ・雲南米線、TAMJAI SAMGOR、TAJMAI SAMGOR MIXIAN、FRANCO MANCAといったブランドでレストランを運営しています。また、農産物や家庭用品の販売も行っています。 同社は、以前はToridoll corporationという名称でしたが、2016年10月にTORIDOLL Holdings Corporationに社名を変更しました。TORIDOLL Holdings Corporationは1985年に設立され、本社は日本の渋谷にあります。もっと見るTORIDOLL Holdings Corporation 基礎のまとめTORIDOLL Holdings の収益と売上を時価総額と比較するとどうか。3397 基礎統計学時価総額JP¥374.76b収益（TTM）JP¥1.90b売上高(TTM)JP¥278.72b197.2xPER（株価収益率1.3xP/Sレシオ3397 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3397 損益計算書（TTM）収益JP¥278.72b売上原価JP¥68.10b売上総利益JP¥210.62bその他の費用JP¥208.72b収益JP¥1.90b直近の収益報告Mar 31, 2026次回決算日Aug 14, 2026一株当たり利益（EPS）21.61グロス・マージン75.57%純利益率0.68%有利子負債／自己資本比率80.9%3397 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0.3%現在の配当利回り51%配当性向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2026/08/12 23:25終値2026/08/12 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの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TORIDOLL Holdings Corporation 4 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。10 アナリスト機関Masao OkadaCitigroup IncRobert G. PurcellCLSAKazunori TsudaDaiwa Securities Co. Ltd.7 その他のアナリストを表示
お知らせ • Jul 01TORIDOLL Holdings Corporation to Report Q1, 2027 Results on Aug 14, 2026TORIDOLL Holdings Corporation announced that they will report Q1, 2027 results on Aug 14, 2026
Buy Or Sell Opportunity • Jun 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥3,740. The fair value is estimated to be JP¥4,726, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 2.6%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
Price Target Changed • Jun 02Price target decreased by 9.8% to JP¥3,967Down from JP¥4,400, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥3,831. Stock is down 7.0% over the past year. The company is forecast to post earnings per share of JP¥84.57 for next year compared to JP¥26.34 last year.
分析記事 • May 24Shareholders Can Be Confident That TORIDOLL Holdings' (TSE:3397) Earnings Are High QualityThe subdued stock price reaction suggests that TORIDOLL Holdings Corporation's ( TSE:3397 ) strong earnings didn't...
Major Estimate Revision • May 22Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥295.0b to JP¥287.9b. EPS estimate also fell from JP¥108 per share to JP¥79.75 per share. Net income forecast to grow 285% next year vs 11% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,300. Share price rose 2.6% to JP¥3,854 over the past week.
Reported Earnings • May 20Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥26.34 (up from JP¥16.95 in FY 2025). Revenue: JP¥278.7b (up 3.9% from FY 2025). Net income: JP¥2.31b (up 56% from FY 2025). Profit margin: 0.8% (up from 0.6% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 71%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 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 fallen by 3% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Jul 01TORIDOLL Holdings Corporation to Report Q1, 2027 Results on Aug 14, 2026TORIDOLL Holdings Corporation announced that they will report Q1, 2027 results on Aug 14, 2026
Buy Or Sell Opportunity • Jun 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥3,740. The fair value is estimated to be JP¥4,726, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 2.6%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
Price Target Changed • Jun 02Price target decreased by 9.8% to JP¥3,967Down from JP¥4,400, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥3,831. Stock is down 7.0% over the past year. The company is forecast to post earnings per share of JP¥84.57 for next year compared to JP¥26.34 last year.
分析記事 • May 24Shareholders Can Be Confident That TORIDOLL Holdings' (TSE:3397) Earnings Are High QualityThe subdued stock price reaction suggests that TORIDOLL Holdings Corporation's ( TSE:3397 ) strong earnings didn't...
Major Estimate Revision • May 22Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from JP¥295.0b to JP¥287.9b. EPS estimate also fell from JP¥108 per share to JP¥79.75 per share. Net income forecast to grow 285% next year vs 11% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,300. Share price rose 2.6% to JP¥3,854 over the past week.
Reported Earnings • May 20Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥26.34 (up from JP¥16.95 in FY 2025). Revenue: JP¥278.7b (up 3.9% from FY 2025). Net income: JP¥2.31b (up 56% from FY 2025). Profit margin: 0.8% (up from 0.6% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 71%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 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 fallen by 3% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • May 15TORIDOLL Holdings Corporation, Annual General Meeting, Jun 26, 2026TORIDOLL Holdings Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • Apr 09TORIDOLL Holdings Corporation to Report Q4, 2026 Results on May 15, 2026TORIDOLL Holdings Corporation announced that they will report Q4, 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.9%).
Major Estimate Revision • Feb 21Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥78.11 to JP¥69.25 per share. Revenue forecast steady at JP¥280.7b. Net income forecast to grow 118% next year vs 17% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,400 to JP¥4,300. Share price was steady at JP¥4,248 over the past week.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥32.84 (vs JP¥38.58 in 3Q 2025)Third quarter 2026 results: EPS: JP¥32.84 (down from JP¥38.58 in 3Q 2025). Revenue: JP¥68.7b (flat on 3Q 2025). Net income: JP¥2.88b (down 14% from 3Q 2025). Profit margin: 4.2% (down from 5.0% in 3Q 2025). Revenue is forecast to grow 6.8% 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 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 14TORIDOLL Holdings Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026TORIDOLL Holdings Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects revenue of JPY 282,000 million, operating profit of JPY 14,600 million, Profit before tax is JPY 12,100 million, earnings per share attributable to owners of the parent (basic) of JPY 58.23. Profit for the year attributable to owners of the parent JPY 5,500 million.
Price Target Changed • Dec 31Price target increased by 8.0% to JP¥4,400Up from JP¥4,075, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥4,238. Stock is up 8.7% over the past year. The company is forecast to post earnings per share of JP¥78.11 for next year compared to JP¥16.95 last year.
お知らせ • Dec 27TORIDOLL Holdings Corporation to Report Q3, 2026 Results on Feb 13, 2026TORIDOLL Holdings Corporation announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Dec 09These 4 Measures Indicate That TORIDOLL Holdings (TSE:3397) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Nov 22Solid Earnings Reflect TORIDOLL Holdings' (TSE:3397) Strength As A BusinessTORIDOLL Holdings Corporation's ( TSE:3397 ) earnings announcement last week was disappointing for investors, despite...
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥17.95 (vs JP¥12.51 in 2Q 2025)Second quarter 2026 results: EPS: JP¥17.95 (up from JP¥12.51 in 2Q 2025). Revenue: JP¥71.9b (up 6.0% from 2Q 2025). Net income: JP¥1.58b (up 44% from 2Q 2025). Profit margin: 2.2% (up from 1.6% in 2Q 2025). Revenue is forecast to grow 7.2% 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 fallen by 9% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Declared Dividend • Nov 17Dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th March 2026 Payment date: 15th June 2026 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 4%.
分析記事 • Nov 14TORIDOLL Holdings Corporation's (TSE:3397) Intrinsic Value Is Potentially 32% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, TORIDOLL Holdings fair value estimate is JP¥5,815 TORIDOLL...
分析記事 • Oct 29We Like These Underlying Return On Capital Trends At TORIDOLL Holdings (TSE:3397)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Buy Or Sell Opportunity • Oct 29Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to JP¥4,346. The fair value is estimated to be JP¥5,579, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 131% in the next 2 years.
お知らせ • Sep 27TORIDOLL Holdings Corporation to Report Q2, 2026 Results on Nov 14, 2025TORIDOLL Holdings Corporation announced that they will report Q2, 2026 results on Nov 14, 2025
Price Target Changed • Aug 21Price target increased by 9.4% to JP¥4,075Up from JP¥3,725, the current price target is an average from 4 analysts. New target price is 21% below last closing price of JP¥5,159. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥80.36 for next year compared to JP¥16.95 last year.
分析記事 • Aug 19TORIDOLL Holdings Corporation's (TSE:3397) Shares Climb 25% But Its Business Is Yet to Catch UpTSE:3397 1 Year Share Price vs Fair Value Explore TORIDOLL Holdings's Fair Values from the Community and select yours...
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥50.15 (vs JP¥17.34 in 1Q 2025)First quarter 2026 results: EPS: JP¥50.15 (up from JP¥17.34 in 1Q 2025). Revenue: JP¥69.9b (up 6.1% from 1Q 2025). Net income: JP¥4.39b (up 190% from 1Q 2025). Profit margin: 6.3% (up from 2.3% in 1Q 2025). Revenue is forecast to grow 7.4% 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 fallen by 25% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
分析記事 • Jul 17TORIDOLL Holdings Corporation (TSE:3397) Shares Could Be 23% Below Their Intrinsic Value EstimateKey Insights TORIDOLL Holdings' estimated fair value is JP¥5,440 based on 2 Stage Free Cash Flow to Equity TORIDOLL...
Board Change • Jul 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Rieko Shofu was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥21.45 (down from JP¥60.69 in FY 2024). Revenue: JP¥268.2b (up 16% from FY 2024). Net income: JP¥1.87b (down 65% from FY 2024). Profit margin: 0.7% (down from 2.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 74%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 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 fallen by 32% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Jun 29TORIDOLL Holdings Corporation to Report Q1, 2026 Results on Aug 14, 2025TORIDOLL Holdings Corporation announced that they will report Q1, 2026 results on Aug 14, 2025
Major Estimate Revision • Jun 05Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥62.90 to JP¥70.31. Revenue forecast steady at JP¥284.5b. Net income forecast to grow 329% next year vs 10% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥3,900 to JP¥3,725. Share price was steady at JP¥4,128 over the past week.
Major Estimate Revision • May 22Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥290.0b to JP¥282.5b. EPS estimate also fell from JP¥89.07 per share to JP¥62.90 per share. Net income forecast to grow 220% next year vs 9.8% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥3,800 to JP¥3,900. Share price was steady at JP¥4,220 over the past week.
Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥21.45 (down from JP¥60.69 in FY 2024). Revenue: JP¥268.2b (up 16% from FY 2024). Net income: JP¥1.87b (down 65% from FY 2024). Profit margin: 0.7% (down from 2.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 74%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • May 15TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2025TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2025.
分析記事 • May 09We Think TORIDOLL Holdings (TSE:3397) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Apr 23With TORIDOLL Holdings Corporation (TSE:3397) It Looks Like You'll Get What You Pay ForWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
お知らせ • Mar 27TORIDOLL Holdings Corporation to Report Fiscal Year 2025 Results on May 15, 2025TORIDOLL Holdings Corporation announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.8%).
分析記事 • Feb 27TORIDOLL Holdings' (TSE:3397) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with TORIDOLL Holdings Corporation's ( TSE:3397 ) lackluster earnings report last...
Buy Or Sell Opportunity • Feb 17Now 23% undervaluedOver the last 90 days, the stock has risen 12% to JP¥3,910. The fair value is estimated to be JP¥5,088, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 23%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 114% in the next 2 years.
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥38.58 (vs JP¥21.44 in 3Q 2024)Third quarter 2025 results: EPS: JP¥38.58 (up from JP¥21.44 in 3Q 2024). Revenue: JP¥68.1b (up 14% from 3Q 2024). Net income: JP¥3.37b (up 80% from 3Q 2024). Profit margin: 5.0% (up from 3.1% in 3Q 2024). Revenue is forecast to grow 8.3% 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 fallen by 23% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Jan 17TORIDOLL Holdings Corporation to Report Q3, 2025 Results on Feb 14, 2025TORIDOLL Holdings Corporation announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Jan 15TORIDOLL Holdings (TSE:3397) Shareholders Will Want The ROCE Trajectory To ContinueIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 • Dec 13An Intrinsic Calculation For TORIDOLL Holdings Corporation (TSE:3397) Suggests It's 29% UndervaluedKey Insights TORIDOLL Holdings' estimated fair value is JP¥5,627 based on 2 Stage Free Cash Flow to Equity Current...
Major Estimate Revision • Nov 20Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥71.03 to JP¥59.25 per share. Revenue forecast steady at JP¥264.5b. Net income forecast to grow 53% next year vs 13% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥4,200 to JP¥4,075. Share price fell 12% to JP¥3,511 over the past week.
Declared Dividend • Nov 16Dividend of JP¥10.00 announcedShareholders will receive a dividend of JP¥10.00. Ex-date: 28th March 2025 Payment date: 13th June 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 3%.
分析記事 • Nov 11These 4 Measures Indicate That TORIDOLL Holdings (TSE:3397) Is Using Debt SafelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Oct 11TORIDOLL Holdings Corporation to Report Q2, 2025 Results on Nov 14, 2024TORIDOLL Holdings Corporation announced that they will report Q2, 2025 results on Nov 14, 2024
分析記事 • Oct 01Shareholders Should Be Pleased With TORIDOLL Holdings Corporation's (TSE:3397) PriceWith a price-to-earnings (or "P/E") ratio of 78.6x TORIDOLL Holdings Corporation ( TSE:3397 ) may be sending very...
分析記事 • Aug 27Solid Earnings Reflect TORIDOLL Holdings' (TSE:3397) Strength As A BusinessEven though TORIDOLL Holdings Corporation ( TSE:3397 ) posted strong earnings, investors appeared to be underwhelmed...
Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥17.34 (vs JP¥29.30 in 1Q 2024)First quarter 2025 results: EPS: JP¥17.34 (down from JP¥29.30 in 1Q 2024). Revenue: JP¥65.9b (up 25% from 1Q 2024). Net income: JP¥1.51b (down 41% from 1Q 2024). Profit margin: 2.3% (down from 4.8% in 1Q 2024). Revenue is forecast to grow 12% 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 5% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Aug 15Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥84.07 to JP¥73.60 per share. Revenue forecast steady at JP¥266.2b. Net income forecast to grow 28% next year vs 16% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥4,425 unchanged from last update. Share price fell 8.2% to JP¥3,485 over the past week.
分析記事 • Aug 14Are Investors Undervaluing TORIDOLL Holdings Corporation (TSE:3397) By 47%?Key Insights TORIDOLL Holdings' estimated fair value is JP¥7,234 based on 2 Stage Free Cash Flow to Equity TORIDOLL...
お知らせ • Jul 14TORIDOLL Holdings Corporation to Report Q1, 2025 Results on Aug 14, 2024TORIDOLL Holdings Corporation announced that they will report Q1, 2025 results on Aug 14, 2024
Reported Earnings • May 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥65.13 (up from JP¥39.58 in FY 2023). Revenue: JP¥232.0b (up 23% from FY 2023). Net income: JP¥5.68b (up 65% from FY 2023). Profit margin: 2.4% (up from 1.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 9.4% 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 36% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2024TORIDOLL Holdings Corporation, Annual General Meeting, Jun 27, 2024.
お知らせ • May 15+ 1 more updateTORIDOLL Holdings Corporation Announces Amendment of Dividend PolicyTORIDOLL Holding Corporation announced that, at the Board of Directors meeting held on May 14, 2024, the Company resolved to revise the dividend policy and the fiscal year-end dividend for the fiscal year ended March 31, 2024. The details are as follows. (Before amendment): TORIDOLL Holdings strives to provide steady dividends reflecting the profitability and performance of the business while maintaining efforts to maximize retained earnings to make the investments required for the Group's growth. Furthermore, its sustainable dividend policy targets either a dividend payout ratio of 20% or more or an adjusted dividend payout ratio of 2% or more. (After amendment): TORIDOLL Holdings strives to pay progressive dividends reflecting the profitability and performance of the business while maintaining efforts to maximize retained earnings to make the investment required for the Group's growth. In principle, the company target a dividend payout ratio of at least 20%, but in order to ensure stable and continuous dividend payments, it has set the adjusted dividend payout ratio at a minimum of 2% and, with the exception of special dividends, provide dividends that are higher than those of the previous fiscal year.
分析記事 • May 14Here's Why TORIDOLL Holdings (TSE:3397) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Apr 21TORIDOLL Holdings (TSE:3397) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Apr 12TORIDOLL Holdings Corporation to Report Fiscal Year 2024 Results on May 14, 2024TORIDOLL Holdings Corporation announced that they will report fiscal year 2024 results on May 14, 2024
分析記事 • Mar 25TORIDOLL Holdings Corporation's (TSE:3397) Intrinsic Value Is Potentially 54% Above Its Share PriceKey Insights The projected fair value for TORIDOLL Holdings is JP¥6,479 based on 2 Stage Free Cash Flow to Equity...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (0.6%).
分析記事 • Mar 11TORIDOLL Holdings Corporation's (TSE:3397) P/E Is On The MarkWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider...
Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥22.54 (vs JP¥1.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.54 (up from JP¥1.03 in 3Q 2023). Revenue: JP¥59.7b (up 22% from 3Q 2023). Net income: JP¥1.97b (up JP¥1.88b from 3Q 2023). Profit margin: 3.3% (up from 0.2% in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jan 24Now 23% undervaluedOver the last 90 days, the stock has risen 26% to JP¥4,434. The fair value is estimated to be JP¥5,793, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 127% in the next 2 years.
お知らせ • Jan 17TORIDOLL Holdings Corporation to Report Q3, 2024 Results on Feb 14, 2024TORIDOLL Holdings Corporation announced that they will report Q3, 2024 results on Feb 14, 2024
Price Target Changed • Nov 21Price target increased by 7.9% to JP¥4,450Up from JP¥4,125, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥4,308. Stock is up 58% over the past year. The company is forecast to post earnings per share of JP¥67.61 for next year compared to JP¥39.58 last year.
Reported Earnings • Nov 18Second quarter 2024 earnings released: EPS: JP¥22.40 (vs JP¥8.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.40 (up from JP¥8.04 in 2Q 2023). Revenue: JP¥59.9b (up 25% from 2Q 2023). Net income: JP¥1.95b (up 179% from 2Q 2023). Profit margin: 3.3% (up from 1.5% in 2Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Nov 15Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥225.5b to JP¥237.9b. EPS estimate increased from JP¥58.31 to JP¥70.53 per share. Net income forecast to grow 110% next year vs 27% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥4,125 unchanged from last update. Share price rose 18% to JP¥4,280 over the past week.
Buying Opportunity • Nov 04Now 20% undervaluedOver the last 90 days, the stock is up 3.3%. The fair value is estimated to be JP¥4,555, 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. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
お知らせ • Oct 28TORIDOLL Holdings Corporation to Report Q2, 2024 Results on Nov 14, 2023TORIDOLL Holdings Corporation announced that they will report Q2, 2024 results on Nov 14, 2023
Buying Opportunity • Oct 02Now 21% undervaluedOver the last 90 days, the stock is up 9.5%. The fair value is estimated to be JP¥4,574, 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. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Buying Opportunity • Aug 18Now 20% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be JP¥4,723, 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. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.
Reported Earnings • Aug 15First quarter 2024 earnings released: EPS: JP¥30.41 (vs JP¥40.63 in 1Q 2023)First quarter 2024 results: EPS: JP¥30.41 (down from JP¥40.63 in 1Q 2023). Revenue: JP¥52.7b (up 20% from 1Q 2023). Net income: JP¥2.65b (down 25% from 1Q 2023). Profit margin: 5.0% (down from 8.0% in 1Q 2023). Revenue is forecast to grow 7.8% 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 78% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Aug 15Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥46.49 to JP¥40.83 per share. Revenue forecast steady at JP¥216.3b. Net income forecast to grow 25% next year vs 15% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,200 unchanged from last update. Share price rose 11% to JP¥3,980 over the past week.
お知らせ • Jul 13+ 1 more updateTORIDOLL Holdings Corporation to Report Q1, 2024 Results on Aug 14, 2023TORIDOLL Holdings Corporation announced that they will report Q1, 2024 results on Aug 14, 2023
Price Target Changed • May 24Price target increased by 7.6% to JP¥3,200Up from JP¥2,975, the current price target is an average from 4 analysts. New target price is 8.9% above last closing price of JP¥2,938. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥46.49 for next year compared to JP¥44.02 last year.
Major Estimate Revision • May 23Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥207.6b to JP¥215.2b. EPS estimate fell from JP¥52.30 to JP¥46.49 per share. Net income forecast to grow 6.2% next year vs 25% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,200 unchanged from last update. Share price was steady at JP¥2,964 over the past week.
お知らせ • May 17+ 1 more updateTORIDOLL Holdings Corporation Announces Dividend for the Year-End Ended March 31, 2023, Payable on June 15, 2023; Provides Dividend Guidance for the Year-End Ending March 31, 2024TORIDOLL Holdings Corporation announced dividend of JPY 7.50 per share compared to JPY 7.50 per share a year ago. Starting date of dividend payments: June 15, 2023.For the Year ending March 31, 2024, company expects to pay dividend of JPY 7.50 per share compared to JPY 7.50 per share paid a year ago.
Reported Earnings • May 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥44.02 (down from JP¥104 in FY 2022). Revenue: JP¥188.3b (up 23% from FY 2022). Net income: JP¥3.83b (down 57% from FY 2022). Profit margin: 2.0% (down from 5.9% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16TORIDOLL Holdings Corporation, Annual General Meeting, Jun 29, 2023TORIDOLL Holdings Corporation, Annual General Meeting, Jun 29, 2023.
Major Estimate Revision • May 16Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥52.30 to JP¥43.40. Revenue forecast unchanged from JP¥207.6b at last update. Net income forecast to shrink 6.1% next year vs 20% growth forecast for Hospitality industry in Japan . Consensus price target of JP¥2,975 unchanged from last update. Share price was steady at JP¥2,966 over the past week.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.50 per share at 0.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.5%).
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥2.16 (vs JP¥41.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥2.16 (down from JP¥41.75 in 3Q 2022). Revenue: JP¥48.9b (up 21% from 3Q 2022). Net income: JP¥188.0m (down 95% from 3Q 2022). Profit margin: 0.4% (down from 9.0% in 3Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 14+ 1 more updateToridoll Holdings Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023TORIDOLL Holdings Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, company expects Revenue to be JPY 191,900 million, Operating profit to be JPY 7,100 million, Profit before tax to be JPY 7,500 million, Profit for the period to be JPY 4,900 million, Profit for the period attributable to owners of the parent to be JPY 4,000 million and Earnings per share attributable to owners of the parent of JPY 41.57.
お知らせ • Dec 28TORIDOLL Holdings Corporation to Report Q3, 2023 Results on Feb 14, 2023TORIDOLL Holdings Corporation announced that they will report Q3, 2023 results on Feb 14, 2023
Major Estimate Revision • Nov 27Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥179.4b to JP¥189.4b. EPS estimate fell from JP¥63.20 to JP¥56.62 per share. Net income forecast to shrink 36% next year vs 3.0% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price was steady at JP¥2,752 over the past week.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥9.16 (vs JP¥26.90 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.16 (down from JP¥26.90 in 2Q 2022). Revenue: JP¥48.2b (up 23% from 2Q 2022). Net income: JP¥796.0m (down 66% from 2Q 2022). Profit margin: 1.7% (down from 5.9% in 2Q 2022). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). Senior MD, COO & Executive Director Kimihiro Tanaka was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥9.16 (vs JP¥26.90 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.16 (down from JP¥26.90 in 2Q 2022). Revenue: JP¥48.2b (up 23% from 2Q 2022). Net income: JP¥796.0m (down 66% from 2Q 2022). Profit margin: 1.7% (down from 5.9% in 2Q 2022). Revenue is forecast to grow 7.1% 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 increased by 88% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 11+ 1 more updateTORIDOLL Holdings Corporation Provides Dividend Guidance for Fiscal Year Ending March 31, 2023TORIDOLL Holdings Corporation provided dividend guidance for fiscal year ending march 31, 2023. For the period, the company expects dividend to be JPY 7.50 per share as compared to JPY 7.50 per shared previous same period.
お知らせ • Oct 02TORIDOLL Holdings Corporation to Report Q2, 2023 Results on Nov 11, 2022TORIDOLL Holdings Corporation announced that they will report Q2, 2023 results on Nov 11, 2022
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥2,966, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 27x in the Hospitality industry in Japan. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,300 per share.
