Thermae-Yu Holdings（3521）株式概要株式会社テルメ湯ホールディングスは、日本で温泉施設、不動産、事業を展開している。 詳細3521 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0/6過去の実績2/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より26.9%で取引されている リスク分析利益率(5.9%)は昨年より低い(9.6%) 意味のある時価総額がありません ( ¥4B )すべてのリスクチェックを見る3521 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,274 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 NarrativeBLINROAG487,274 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥151.0060.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-484m9b2016201920222025202620282031Revenue JP¥8.8bEarnings JP¥524.4mAdvancedSet Fair ValueView all narrativesThermae-Yu Holdings Co., Ltd. 競合他社teno. HoldingsSymbol: TSE:7037Market cap: JP¥3.9bAIAI GroupSymbol: TSE:6557Market cap: JP¥4.2bBrassSymbol: TSE:2424Market cap: JP¥3.3bSpacemarketIncSymbol: TSE:4487Market cap: JP¥2.7b価格と性能株価の高値、安値、推移の概要Thermae-Yu Holdings過去の株価現在の株価JP¥151.0052週高値JP¥188.0052週安値JP¥141.00ベータ0.591ヶ月の変化4.86%3ヶ月変化-6.21%1年変化-5.03%3年間の変化-19.68%5年間の変化-14.20%IPOからの変化-93.15%最新ニュースお知らせ • Jun 03Thermae-Yu Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 12, 2026Thermae-Yu Holdings Co., Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026Reported Earnings • May 17Full year 2026 earnings released: EPS: JP¥6.09 (vs JP¥7.22 in FY 2025)Full year 2026 results: EPS: JP¥6.09 (down from JP¥7.22 in FY 2025). Revenue: JP¥2.70b (up 36% from FY 2025). Net income: JP¥161.0m (down 16% from FY 2025). Profit margin: 6.0% (down from 9.6% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • May 13Thermae-Yu Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Thermae-Yu Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.Buy Or Sell Opportunity • Mar 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.1% to JP¥160. The fair value is estimated to be JP¥203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥2.61 (vs JP¥2.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.61 (down from JP¥2.76 in 3Q 2025). Revenue: JP¥768.0m (up 42% from 3Q 2025). Net income: JP¥69.0m (down 5.4% from 3Q 2025). Profit margin: 9.0% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.最新情報をもっと見るRecent updatesお知らせ • Jun 03Thermae-Yu Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 12, 2026Thermae-Yu Holdings Co., Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026Reported Earnings • May 17Full year 2026 earnings released: EPS: JP¥6.09 (vs JP¥7.22 in FY 2025)Full year 2026 results: EPS: JP¥6.09 (down from JP¥7.22 in FY 2025). Revenue: JP¥2.70b (up 36% from FY 2025). Net income: JP¥161.0m (down 16% from FY 2025). Profit margin: 6.0% (down from 9.6% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • May 13Thermae-Yu Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Thermae-Yu Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.Buy Or Sell Opportunity • Mar 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.1% to JP¥160. The fair value is estimated to be JP¥203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥2.61 (vs JP¥2.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.61 (down from JP¥2.76 in 3Q 2025). Revenue: JP¥768.0m (up 42% from 3Q 2025). Net income: JP¥69.0m (down 5.4% from 3Q 2025). Profit margin: 9.0% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Jan 08Thermae-Yu Holdings' (TSE:3521) Dividend Will Be ¥5.00Thermae-Yu Holdings Co., Ltd.'s ( TSE:3521 ) investors are due to receive a payment of ¥5.00 per share on 30th of June...Declared Dividend • Jan 08Dividend of JP¥5.00 announcedDividend of JP¥5.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (34% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 69% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jan 07Thermae-Yu Holdings Co., Ltd. announces Annual dividend, payable on June 30, 2026Thermae-Yu Holdings Co., Ltd. announced Annual dividend of JPY 5.0000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.お知らせ • Nov 29Thermae-Yu Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Thermae-Yu Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥1.25 (vs JP¥2.27 in 2Q 2025)Second quarter 2026 results: EPS: JP¥1.25 (down from JP¥2.27 in 2Q 2025). Revenue: JP¥739.6m (up 48% from 2Q 2025). Net income: JP¥33.1m (down 45% from 2Q 2025). Profit margin: 4.5% (down from 12% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Sep 01Econach Holdings Co.,Ltd. to Report Q2, 2026 Results on Nov 06, 2025Econach Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥0.87 (vs JP¥1.54 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.87 (down from JP¥1.54 in 1Q 2025). Revenue: JP¥491.0m (up 2.3% from 1Q 2025). Net income: JP¥23.0m (down 44% from 1Q 2025). Profit margin: 4.7% (down from 8.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 05Full year 2025 earnings released: EPS: JP¥7.22 (vs JP¥3.63 in FY 2024)Full year 2025 results: EPS: JP¥7.22 (up from JP¥3.63 in FY 2024). Revenue: JP¥1.98b (up 4.7% from FY 2024). Net income: JP¥191.0m (up 99% from FY 2024). Profit margin: 9.6% (up from 5.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 31Econach Holdings Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Econach Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥7.22 (vs JP¥3.63 in FY 2024)Full year 2025 results: EPS: JP¥7.22 (up from JP¥3.63 in FY 2024). Revenue: JP¥1.98b (up 4.7% from FY 2024). Net income: JP¥191.0m (up 99% from FY 2024). Profit margin: 9.6% (up from 5.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • May 13Econach Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025Econach Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025.分析記事 • Apr 03Returns On Capital At Econach HoldingsLtd (TSE:3521) Have Hit The BrakesIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥141, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 20% over the past three years.お知らせ • Mar 04Econach Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Econach Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on May 13, 2025分析記事 • Feb 26Econach Holdings Co.,Ltd. (TSE:3521) Stock Rockets 28% As Investors Are Less Pessimistic Than ExpectedEconach Holdings Co.,Ltd. ( TSE:3521 ) shares have continued their recent momentum with a 28% gain in the last month...Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 33%After last week's 33% share price gain to JP¥179, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total returns to shareholders of 2.9% over the past three years.Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥2.76 (vs JP¥1.74 in 3Q 2024)Third quarter 2025 results: EPS: JP¥2.76 (up from JP¥1.74 in 3Q 2024). Revenue: JP¥543.0m (up 10% from 3Q 2024). Net income: JP¥73.0m (up 59% from 3Q 2024). Profit margin: 13% (up from 9.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.New Risk • Jan 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.0% average weekly change). Market cap is less than US$100m (JP¥3.25b market cap, or US$20.9m).New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥3.47b market cap, or US$22.0m).分析記事 • Jan 09Investor Optimism Abounds Econach Holdings Co.,Ltd. (TSE:3521) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 18.4x Econach Holdings Co.,Ltd. ( TSE:3521 ) may be sending bearish...お知らせ • Dec 03Econach Holdings Co.,Ltd. to Report Q3, 2025 Results on Feb 06, 2025Econach Holdings Co.,Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥2.27 (vs JP¥0.72 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2.27 (up from JP¥0.72 in 2Q 2024). Revenue: JP¥501.0m (up 11% from 2Q 2024). Net income: JP¥60.0m (up 216% from 2Q 2024). Profit margin: 12% (up from 4.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.分析記事 • Nov 08Is Econach HoldingsLtd (TSE:3521) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥127, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 35% over the past three years.お知らせ • Aug 27Econach Holdings Co.,Ltd. to Report Q2, 2025 Results on Nov 07, 2024Econach Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥0.79 (vs JP¥1.02 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥0.79 (up from JP¥1.02 loss in 1Q 2024). Revenue: JP¥459.0m (up 1.3% from 1Q 2024). Net income: JP¥21.0m (up JP¥48.0m from 1Q 2024). Profit margin: 4.6% (up from net loss in 1Q 2024). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.分析記事 • Aug 06Investors Met With Slowing Returns on Capital At Econach HoldingsLtd (TSE:3521)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥101, the stock trades at a trailing P/E ratio of 27.8x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 41% over the past three years.お知らせ • Jun 06Econach Holdings Co.,Ltd. to Report Q1, 2024 Results on Aug 08, 2024Econach Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Aug 08, 2024Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥3.63 (vs JP¥1.93 in FY 2023)Full year 2024 results: EPS: JP¥3.63 (up from JP¥1.93 in FY 2023). Revenue: JP¥1.89b (up 35% from FY 2023). Net income: JP¥96.0m (up 88% from FY 2023). Profit margin: 5.1% (up from 3.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • May 16+ 1 more updateEconach Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2024Econach Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • Mar 02Econach Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Econach Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥1.74 (vs JP¥0.27 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.74 (up from JP¥0.27 in 3Q 2023). Revenue: JP¥493.0m (up 19% from 3Q 2023). Net income: JP¥46.0m (up JP¥39.0m from 3Q 2023). Profit margin: 9.3% (up from 1.7% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Nov 26Econach Holdings Co.,Ltd. to Report Q3, 2024 Results on Feb 08, 2024Econach Holdings Co.,Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥0.24 (vs JP¥1.93 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥0.24 (up from JP¥1.93 loss in 2Q 2023). Revenue: JP¥450.0m (up 41% from 2Q 2023). Net income: JP¥19.0m (up JP¥70.0m from 2Q 2023). Profit margin: 4.2% (up from net loss in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Aug 30Econach Holdings Co.,Ltd. to Report Q2, 2024 Results on Nov 09, 2023Econach Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 5.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (JP¥4.92b market cap, or US$34.0m).Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥0.51 loss per share (vs JP¥0.19 loss in 1Q 2023)First quarter 2024 results: JP¥0.51 loss per share (further deteriorated from JP¥0.19 loss in 1Q 2023). Revenue: JP¥453.0m (up 52% from 1Q 2023). Net loss: JP¥27.0m (loss widened 170% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 81% 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 31Econach Holdings Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023Econach Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • May 17Econach Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Econach Holdings Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. The company expects net sales to be JPY 2,340 million, Operating profit to be JPY 310 million, profit attributable to owners of parent to be JPY 200 million or JPY 3.78 per share.Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥0.96 (vs JP¥0.51 loss in FY 2022)Full year 2023 results: EPS: JP¥0.96 (up from JP¥0.51 loss in FY 2022). Revenue: JP¥1.41b (up 87% from FY 2022). Net income: JP¥51.0m (up JP¥73.0m from FY 2022). Profit margin: 3.6% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥0.13 (vs JP¥2.51 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.13 (down from JP¥2.51 in 3Q 2022). Revenue: JP¥416.0m (up 57% from 3Q 2022). Net income: JP¥7.00m (down 94% from 3Q 2022). Profit margin: 1.7% (down from 40% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 22% 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 • Feb 10Econach Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Econach Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected to report net sales of JPY 1,846 million, operating profit of JPY 231 million, profit attributable to owners of parent of JPY 123 million and earnings per share of JPY 2.32.お知らせ • Jan 31Totem Co., Ltd. and Ootomi Co., Ltd. acquired Happy Resort Co., Ltd from Econach Holdings Co.,Ltd. (TSE:3521) for ¥10 million.Totem Co., Ltd. and Ootomi Co., Ltd. acquired Happy Resort Co., Ltd from Econach Holdings Co.,Ltd. (TSE:3521) for ¥10 million on January 30, 2023. Totem Co., Ltd. will acquire 180 shares and Ootomi Co.,Ltd. will acquire 20 shares of Happy Resort Co., Ltd. Happy Resort Co., Ltd reported a Operating Loss of ¥7.8 million, Net Loss of ¥22.15 million, Total Assets worth ¥249.7 million and Net Liabilities of ¥12.1 million in Fiscal year ending March 31, 2022. The transaction is expected to complete on February 1, 2023.お知らせ • Nov 27Econach Holdings Co.,Ltd. to Report Q3, 2023 Results on Feb 09, 2023Econach Holdings Co.,Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: JP¥0.96 loss per share (vs JP¥1.03 loss in 2Q 2022)Second quarter 2023 results: JP¥0.96 loss per share. Revenue: JP¥319.0m (up 123% from 2Q 2022). Net loss: JP¥51.0m (loss widened 16% from 2Q 2022).Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. No independent directors (5 non-independent directors). Manager of Administration Department and Director Yuzo Kato was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥319.0m (up 123% from 2Q 2022). Net loss: JP¥51.0m (loss widened 16% from 2Q 2022).お知らせ • Nov 11Econach Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Econach Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected to report net sales of JPY 1,846 million, operating profit of JPY 231 million, profit attributable to owners of parent of JPY 123 million and earnings per share of JPY 2.32.お知らせ • Aug 28Econach Holdings Co.,Ltd. to Report Q2, 2023 Results on Nov 10, 2022Econach Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022お知らせ • Aug 12Econach Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Econach Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected to report net sales of JPY 1,846 million, operating profit of JPY 231 million, profit attributable to owners of parent of JPY 123 million and earnings per share of JPY 2.32.Reported Earnings • Aug 12First quarter 2023 earnings released: JP¥0.19 loss per share (vs JP¥1.94 loss in 1Q 2022)First quarter 2023 results: JP¥0.19 loss per share (up from JP¥1.94 loss in 1Q 2022). Revenue: JP¥299.0m (up 225% from 1Q 2022). Net loss: JP¥10.0m (loss narrowed 88% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • Jun 01Econach Holdings Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022Econach Holdings Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 16Full year 2022 earnings released: JP¥0.51 loss per share (vs JP¥3.70 loss in FY 2021)Full year 2022 results: JP¥0.51 loss per share (up from JP¥3.70 loss in FY 2021). Revenue: JP¥751.0m (up 25% from FY 2021). Net loss: JP¥22.0m (loss narrowed 86% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.お知らせ • May 14Econach Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2022Econach Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2022.お知らせ • May 13Econach Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Econach Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 1,846 million, operating profit JPY 231,000, profit attributable to owners of parent of JPY 123,000 and earnings per share JPY 2.32.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. No independent directors (5 non-independent directors). Manager of Administration Department and Director Yuzo Kato was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Econach Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Econach Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥2.51 (up from JP¥0.07 in 3Q 2021). Revenue: JP¥265.0m (up 21% from 3Q 2021). Net income: JP¥107.0m (up JP¥104.0m from 3Q 2021). Profit margin: 40% (up from 1.4% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.お知らせ • Feb 08Econach Holdings Co.,Ltd. announced that it expects to receive ¥887.748 million in funding from WeB Corporation, Izu Shaboten Resort Co.,Ltd, NFK Holdings Co., Ltd.Econach Holdings Co.,Ltd. announced a private placement of 10,204,000 shares at the price of ¥87 per share for gross proceeds of ¥887,748,000 on February 7, 2022. The company will allocate 5,102,000 comprises 9.64% stake shares to new investor WeB Corporation, 3,061,200 shares comprises 5.79% stake to new investor NFK Holdings Co., Ltd., and 2,040,800 shares comprises 3.86% stake to new investor Izu Shaboten Resort Co., Ltd. by the method of issuing new shares by third-party allotment. The transaction has been approved by the board of directors of the company. The transaction is expected to close on March 1, 2022. The issuance cost would be ¥5,300,000 including registration fee of ¥3,200,000, stock administration fee of ¥800,000, securities registration statement preparation support costs of ¥500,000, relevance to antisocial forces survey cost of ¥800,000 and net proceeds of ¥882,448,000.Reported Earnings • Nov 11Second quarter 2022 earnings released: JP¥1.03 loss per share (vs JP¥1.36 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥143.0m (down 1.4% from 2Q 2021). Net loss: JP¥44.0m (loss narrowed 24% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 13First quarter 2022 earnings released: JP¥1.94 loss per share (vs JP¥2.62 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¥92.0m (up 23% from 1Q 2021). Net loss: JP¥83.0m (loss narrowed 26% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Reported Earnings • May 15Full year 2021 earnings released: JP¥3.70 loss per share (vs JP¥4.07 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¥599.0m (down 65% from FY 2020). Net loss: JP¥158.0m (down 191% 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 62 percentage points per year, which is a significant difference in performance.お知らせ • Mar 04Econach Holdings Co.,Ltd. to Report Fiscal Year 2021 Results on May 13, 2021Econach Holdings Co.,Ltd. announced that they will report fiscal year 2021 results on May 13, 2021Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥0.07 (vs JP¥0.47 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥219.0m (down 51% from 3Q 2020). Net income: JP¥3.00m (down 85% from 3Q 2020). Profit margin: 1.4% (down from 4.5% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 08New 90-day high: JP¥95.00The company is up 2.0% from its price of JP¥93.00 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is down 3.0% over the same period.Is New 90 Day High Low • Dec 22New 90-day low: JP¥89.00The company is down 8.0% from its price of JP¥97.00 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Consumer Services industry, which is also down 8.0% over the same period.お知らせ • Aug 30Econach Holdings Co.,Ltd. to Report Q2, 2021 Results on Nov 12, 2020Econach Holdings Co.,Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020株主還元3521JP Consumer ServicesJP 市場7D0%4.0%-0.5%1Y-5.0%5.4%41.5%株主還元を見る業界別リターン: 3521過去 1 年間で5.4 % の収益を上げたJP Consumer Services業界を下回りました。リターン対市場: 3521は、過去 1 年間で41.5 % のリターンを上げたJP市場を下回りました。価格変動Is 3521's price volatile compared to industry and market?3521 volatility3521 Average Weekly Movement2.3%Consumer Services Industry Average Movement3.8%Market Average Movement4.3%10% most volatile stocks in JP Market9.2%10% least volatile stocks in JP Market2.1%安定した株価: 3521 、 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: 3521の 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト192632Ryuta Suzukiwww.econach.co.jp株式会社テルメ湯ホールディングスは、日本で温泉施設、不動産および事業を展開している。同社はまた、ビルや住宅の不動産物件の販売、購入、賃貸、温泉入浴サービス、飲食サービス、マッサージサービスを提供している。旧社名は株式会社エコナックホールディングスで、2025年10月に株式会社テルメ湯ホールディングスに商号変更した。同社は1926年に設立され、東京に本社を置いている。もっと見るThermae-Yu Holdings Co., Ltd. 基礎のまとめThermae-Yu Holdings の収益と売上を時価総額と比較するとどうか。3521 基礎統計学時価総額JP¥3.99b収益（TTM）JP¥160.00m売上高(TTM)JP¥2.69b25.0xPER（株価収益率1.5xP/Sレシオ3521 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3521 損益計算書（TTM）収益JP¥2.69b売上原価JP¥2.11b売上総利益JP¥589.00mその他の費用JP¥429.00m収益JP¥160.00m直近の収益報告Mar 31, 2026次回決算日Aug 12, 2026一株当たり利益（EPS）6.05グロス・マージン21.86%純利益率5.94%有利子負債／自己資本比率8.1%3521 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3.3%現在の配当利回り81%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2026/07/09 23:39終値2026/07/09 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Thermae-Yu Holdings Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • Jun 03Thermae-Yu Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 12, 2026Thermae-Yu Holdings Co., Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026
Reported Earnings • May 17Full year 2026 earnings released: EPS: JP¥6.09 (vs JP¥7.22 in FY 2025)Full year 2026 results: EPS: JP¥6.09 (down from JP¥7.22 in FY 2025). Revenue: JP¥2.70b (up 36% from FY 2025). Net income: JP¥161.0m (down 16% from FY 2025). Profit margin: 6.0% (down from 9.6% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • May 13Thermae-Yu Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Thermae-Yu Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.
Buy Or Sell Opportunity • Mar 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.1% to JP¥160. The fair value is estimated to be JP¥203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥2.61 (vs JP¥2.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.61 (down from JP¥2.76 in 3Q 2025). Revenue: JP¥768.0m (up 42% from 3Q 2025). Net income: JP¥69.0m (down 5.4% from 3Q 2025). Profit margin: 9.0% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jun 03Thermae-Yu Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 12, 2026Thermae-Yu Holdings Co., Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026
Reported Earnings • May 17Full year 2026 earnings released: EPS: JP¥6.09 (vs JP¥7.22 in FY 2025)Full year 2026 results: EPS: JP¥6.09 (down from JP¥7.22 in FY 2025). Revenue: JP¥2.70b (up 36% from FY 2025). Net income: JP¥161.0m (down 16% from FY 2025). Profit margin: 6.0% (down from 9.6% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • May 13Thermae-Yu Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Thermae-Yu Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.
Buy Or Sell Opportunity • Mar 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.1% to JP¥160. The fair value is estimated to be JP¥203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥2.61 (vs JP¥2.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.61 (down from JP¥2.76 in 3Q 2025). Revenue: JP¥768.0m (up 42% from 3Q 2025). Net income: JP¥69.0m (down 5.4% from 3Q 2025). Profit margin: 9.0% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Jan 08Thermae-Yu Holdings' (TSE:3521) Dividend Will Be ¥5.00Thermae-Yu Holdings Co., Ltd.'s ( TSE:3521 ) investors are due to receive a payment of ¥5.00 per share on 30th of June...
Declared Dividend • Jan 08Dividend of JP¥5.00 announcedDividend of JP¥5.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (34% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 69% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 07Thermae-Yu Holdings Co., Ltd. announces Annual dividend, payable on June 30, 2026Thermae-Yu Holdings Co., Ltd. announced Annual dividend of JPY 5.0000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.
お知らせ • Nov 29Thermae-Yu Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Thermae-Yu Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026
Reported Earnings • Nov 17Second quarter 2026 earnings released: EPS: JP¥1.25 (vs JP¥2.27 in 2Q 2025)Second quarter 2026 results: EPS: JP¥1.25 (down from JP¥2.27 in 2Q 2025). Revenue: JP¥739.6m (up 48% from 2Q 2025). Net income: JP¥33.1m (down 45% from 2Q 2025). Profit margin: 4.5% (down from 12% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Sep 01Econach Holdings Co.,Ltd. to Report Q2, 2026 Results on Nov 06, 2025Econach Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥0.87 (vs JP¥1.54 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.87 (down from JP¥1.54 in 1Q 2025). Revenue: JP¥491.0m (up 2.3% from 1Q 2025). Net income: JP¥23.0m (down 44% from 1Q 2025). Profit margin: 4.7% (down from 8.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 05Full year 2025 earnings released: EPS: JP¥7.22 (vs JP¥3.63 in FY 2024)Full year 2025 results: EPS: JP¥7.22 (up from JP¥3.63 in FY 2024). Revenue: JP¥1.98b (up 4.7% from FY 2024). Net income: JP¥191.0m (up 99% from FY 2024). Profit margin: 9.6% (up from 5.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 31Econach Holdings Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Econach Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥7.22 (vs JP¥3.63 in FY 2024)Full year 2025 results: EPS: JP¥7.22 (up from JP¥3.63 in FY 2024). Revenue: JP¥1.98b (up 4.7% from FY 2024). Net income: JP¥191.0m (up 99% from FY 2024). Profit margin: 9.6% (up from 5.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • May 13Econach Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025Econach Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2025.
分析記事 • Apr 03Returns On Capital At Econach HoldingsLtd (TSE:3521) Have Hit The BrakesIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥141, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 20% over the past three years.
お知らせ • Mar 04Econach Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Econach Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
分析記事 • Feb 26Econach Holdings Co.,Ltd. (TSE:3521) Stock Rockets 28% As Investors Are Less Pessimistic Than ExpectedEconach Holdings Co.,Ltd. ( TSE:3521 ) shares have continued their recent momentum with a 28% gain in the last month...
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 33%After last week's 33% share price gain to JP¥179, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total returns to shareholders of 2.9% over the past three years.
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥2.76 (vs JP¥1.74 in 3Q 2024)Third quarter 2025 results: EPS: JP¥2.76 (up from JP¥1.74 in 3Q 2024). Revenue: JP¥543.0m (up 10% from 3Q 2024). Net income: JP¥73.0m (up 59% from 3Q 2024). Profit margin: 13% (up from 9.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
New Risk • Jan 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.0% average weekly change). Market cap is less than US$100m (JP¥3.25b market cap, or US$20.9m).
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥3.47b market cap, or US$22.0m).
分析記事 • Jan 09Investor Optimism Abounds Econach Holdings Co.,Ltd. (TSE:3521) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 18.4x Econach Holdings Co.,Ltd. ( TSE:3521 ) may be sending bearish...
お知らせ • Dec 03Econach Holdings Co.,Ltd. to Report Q3, 2025 Results on Feb 06, 2025Econach Holdings Co.,Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥2.27 (vs JP¥0.72 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2.27 (up from JP¥0.72 in 2Q 2024). Revenue: JP¥501.0m (up 11% from 2Q 2024). Net income: JP¥60.0m (up 216% from 2Q 2024). Profit margin: 12% (up from 4.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
分析記事 • Nov 08Is Econach HoldingsLtd (TSE:3521) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥127, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 35% over the past three years.
お知らせ • Aug 27Econach Holdings Co.,Ltd. to Report Q2, 2025 Results on Nov 07, 2024Econach Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024
Reported Earnings • Aug 11First quarter 2025 earnings released: EPS: JP¥0.79 (vs JP¥1.02 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥0.79 (up from JP¥1.02 loss in 1Q 2024). Revenue: JP¥459.0m (up 1.3% from 1Q 2024). Net income: JP¥21.0m (up JP¥48.0m from 1Q 2024). Profit margin: 4.6% (up from net loss in 1Q 2024). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
分析記事 • Aug 06Investors Met With Slowing Returns on Capital At Econach HoldingsLtd (TSE:3521)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥101, the stock trades at a trailing P/E ratio of 27.8x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 41% over the past three years.
お知らせ • Jun 06Econach Holdings Co.,Ltd. to Report Q1, 2024 Results on Aug 08, 2024Econach Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Aug 08, 2024
Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥3.63 (vs JP¥1.93 in FY 2023)Full year 2024 results: EPS: JP¥3.63 (up from JP¥1.93 in FY 2023). Revenue: JP¥1.89b (up 35% from FY 2023). Net income: JP¥96.0m (up 88% from FY 2023). Profit margin: 5.1% (up from 3.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • May 16+ 1 more updateEconach Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2024Econach Holdings Co.,Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 02Econach Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Econach Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥1.74 (vs JP¥0.27 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.74 (up from JP¥0.27 in 3Q 2023). Revenue: JP¥493.0m (up 19% from 3Q 2023). Net income: JP¥46.0m (up JP¥39.0m from 3Q 2023). Profit margin: 9.3% (up from 1.7% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Nov 26Econach Holdings Co.,Ltd. to Report Q3, 2024 Results on Feb 08, 2024Econach Holdings Co.,Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥0.24 (vs JP¥1.93 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥0.24 (up from JP¥1.93 loss in 2Q 2023). Revenue: JP¥450.0m (up 41% from 2Q 2023). Net income: JP¥19.0m (up JP¥70.0m from 2Q 2023). Profit margin: 4.2% (up from net loss in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Aug 30Econach Holdings Co.,Ltd. to Report Q2, 2024 Results on Nov 09, 2023Econach Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 5.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (JP¥4.92b market cap, or US$34.0m).
Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥0.51 loss per share (vs JP¥0.19 loss in 1Q 2023)First quarter 2024 results: JP¥0.51 loss per share (further deteriorated from JP¥0.19 loss in 1Q 2023). Revenue: JP¥453.0m (up 52% from 1Q 2023). Net loss: JP¥27.0m (loss widened 170% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 81% 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 31Econach Holdings Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023Econach Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • May 17Econach Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Econach Holdings Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. The company expects net sales to be JPY 2,340 million, Operating profit to be JPY 310 million, profit attributable to owners of parent to be JPY 200 million or JPY 3.78 per share.
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥0.96 (vs JP¥0.51 loss in FY 2022)Full year 2023 results: EPS: JP¥0.96 (up from JP¥0.51 loss in FY 2022). Revenue: JP¥1.41b (up 87% from FY 2022). Net income: JP¥51.0m (up JP¥73.0m from FY 2022). Profit margin: 3.6% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥0.13 (vs JP¥2.51 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.13 (down from JP¥2.51 in 3Q 2022). Revenue: JP¥416.0m (up 57% from 3Q 2022). Net income: JP¥7.00m (down 94% from 3Q 2022). Profit margin: 1.7% (down from 40% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 22% 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 • Feb 10Econach Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Econach Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected to report net sales of JPY 1,846 million, operating profit of JPY 231 million, profit attributable to owners of parent of JPY 123 million and earnings per share of JPY 2.32.
お知らせ • Jan 31Totem Co., Ltd. and Ootomi Co., Ltd. acquired Happy Resort Co., Ltd from Econach Holdings Co.,Ltd. (TSE:3521) for ¥10 million.Totem Co., Ltd. and Ootomi Co., Ltd. acquired Happy Resort Co., Ltd from Econach Holdings Co.,Ltd. (TSE:3521) for ¥10 million on January 30, 2023. Totem Co., Ltd. will acquire 180 shares and Ootomi Co.,Ltd. will acquire 20 shares of Happy Resort Co., Ltd. Happy Resort Co., Ltd reported a Operating Loss of ¥7.8 million, Net Loss of ¥22.15 million, Total Assets worth ¥249.7 million and Net Liabilities of ¥12.1 million in Fiscal year ending March 31, 2022. The transaction is expected to complete on February 1, 2023.
お知らせ • Nov 27Econach Holdings Co.,Ltd. to Report Q3, 2023 Results on Feb 09, 2023Econach Holdings Co.,Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: JP¥0.96 loss per share (vs JP¥1.03 loss in 2Q 2022)Second quarter 2023 results: JP¥0.96 loss per share. Revenue: JP¥319.0m (up 123% from 2Q 2022). Net loss: JP¥51.0m (loss widened 16% from 2Q 2022).
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. No independent directors (5 non-independent directors). Manager of Administration Department and Director Yuzo Kato was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥319.0m (up 123% from 2Q 2022). Net loss: JP¥51.0m (loss widened 16% from 2Q 2022).
お知らせ • Nov 11Econach Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Econach Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected to report net sales of JPY 1,846 million, operating profit of JPY 231 million, profit attributable to owners of parent of JPY 123 million and earnings per share of JPY 2.32.
お知らせ • Aug 28Econach Holdings Co.,Ltd. to Report Q2, 2023 Results on Nov 10, 2022Econach Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
お知らせ • Aug 12Econach Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Econach Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expected to report net sales of JPY 1,846 million, operating profit of JPY 231 million, profit attributable to owners of parent of JPY 123 million and earnings per share of JPY 2.32.
Reported Earnings • Aug 12First quarter 2023 earnings released: JP¥0.19 loss per share (vs JP¥1.94 loss in 1Q 2022)First quarter 2023 results: JP¥0.19 loss per share (up from JP¥1.94 loss in 1Q 2022). Revenue: JP¥299.0m (up 225% from 1Q 2022). Net loss: JP¥10.0m (loss narrowed 88% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 01Econach Holdings Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022Econach Holdings Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 16Full year 2022 earnings released: JP¥0.51 loss per share (vs JP¥3.70 loss in FY 2021)Full year 2022 results: JP¥0.51 loss per share (up from JP¥3.70 loss in FY 2021). Revenue: JP¥751.0m (up 25% from FY 2021). Net loss: JP¥22.0m (loss narrowed 86% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
お知らせ • May 14Econach Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2022Econach Holdings Co.,Ltd., Annual General Meeting, Jun 29, 2022.
お知らせ • May 13Econach Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Econach Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 1,846 million, operating profit JPY 231,000, profit attributable to owners of parent of JPY 123,000 and earnings per share JPY 2.32.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. No independent directors (5 non-independent directors). Manager of Administration Department and Director Yuzo Kato was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Econach Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Econach Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥2.51 (up from JP¥0.07 in 3Q 2021). Revenue: JP¥265.0m (up 21% from 3Q 2021). Net income: JP¥107.0m (up JP¥104.0m from 3Q 2021). Profit margin: 40% (up from 1.4% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 08Econach Holdings Co.,Ltd. announced that it expects to receive ¥887.748 million in funding from WeB Corporation, Izu Shaboten Resort Co.,Ltd, NFK Holdings Co., Ltd.Econach Holdings Co.,Ltd. announced a private placement of 10,204,000 shares at the price of ¥87 per share for gross proceeds of ¥887,748,000 on February 7, 2022. The company will allocate 5,102,000 comprises 9.64% stake shares to new investor WeB Corporation, 3,061,200 shares comprises 5.79% stake to new investor NFK Holdings Co., Ltd., and 2,040,800 shares comprises 3.86% stake to new investor Izu Shaboten Resort Co., Ltd. by the method of issuing new shares by third-party allotment. The transaction has been approved by the board of directors of the company. The transaction is expected to close on March 1, 2022. The issuance cost would be ¥5,300,000 including registration fee of ¥3,200,000, stock administration fee of ¥800,000, securities registration statement preparation support costs of ¥500,000, relevance to antisocial forces survey cost of ¥800,000 and net proceeds of ¥882,448,000.
Reported Earnings • Nov 11Second quarter 2022 earnings released: JP¥1.03 loss per share (vs JP¥1.36 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥143.0m (down 1.4% from 2Q 2021). Net loss: JP¥44.0m (loss narrowed 24% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 13First quarter 2022 earnings released: JP¥1.94 loss per share (vs JP¥2.62 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¥92.0m (up 23% from 1Q 2021). Net loss: JP¥83.0m (loss narrowed 26% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 15Full year 2021 earnings released: JP¥3.70 loss per share (vs JP¥4.07 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¥599.0m (down 65% from FY 2020). Net loss: JP¥158.0m (down 191% 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 62 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 04Econach Holdings Co.,Ltd. to Report Fiscal Year 2021 Results on May 13, 2021Econach Holdings Co.,Ltd. announced that they will report fiscal year 2021 results on May 13, 2021
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥0.07 (vs JP¥0.47 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥219.0m (down 51% from 3Q 2020). Net income: JP¥3.00m (down 85% from 3Q 2020). Profit margin: 1.4% (down from 4.5% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 08New 90-day high: JP¥95.00The company is up 2.0% from its price of JP¥93.00 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is down 3.0% over the same period.
Is New 90 Day High Low • Dec 22New 90-day low: JP¥89.00The company is down 8.0% from its price of JP¥97.00 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Consumer Services industry, which is also down 8.0% over the same period.
お知らせ • Aug 30Econach Holdings Co.,Ltd. to Report Q2, 2021 Results on Nov 12, 2020Econach Holdings Co.,Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020
