View Future GrowthRound One 過去の業績過去 基準チェック /46Round Oneは、平均年間44.3%の収益成長を遂げていますが、 Hospitality業界の収益は、年間 成長しています。収益は、平均年間37.2% 18.2%収益成長率で 成長しています。 Round Oneの自己資本利益率は20.1%であり、純利益率は8.8%です。主要情報44.35%収益成長率45.69%EPS成長率Hospitality 業界の成長7.31%収益成長率18.22%株主資本利益率20.11%ネット・マージン8.77%前回の決算情報31 Mar 2026最近の業績更新分析記事 • May 22Shareholders Will Be Pleased With The Quality of Round One's (TSE:4680) EarningsRound One Corporation's ( TSE:4680 ) earnings announcement last week was disappointing for investors, despite the...Reported Earnings • May 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥63.30 (up from JP¥57.37 in FY 2025). Revenue: JP¥189.5b (up 7.1% from FY 2025). Net income: JP¥16.6b (up 7.9% from FY 2025). Profit margin: 8.8% (up from 8.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.お知らせ • May 10Round One Corporation to Report Fiscal Year 2026 Results on May 13, 2026Round One Corporation announced that they will report fiscal year 2026 results on May 13, 2026Reported Earnings • Feb 11Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥9.48. Revenue: JP¥43.7b (up 7.6% from 3Q 2025). Net income: JP¥2.49b (down 1.3% from 3Q 2025). Profit margin: 5.7% (down from 6.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan.お知らせ • Dec 23Round One Corporation to Report Q3, 2026 Results on Feb 10, 2026Round One Corporation announced that they will report Q3, 2026 results on Feb 10, 2026分析記事 • Nov 20Some Investors May Be Willing To Look Past Round One's (TSE:4680) Soft EarningsShareholders appeared unconcerned with Round One Corporation's ( TSE:4680 ) lackluster earnings report last week. Our...すべての更新を表示Recent updatesお知らせ • May 28Round One Corporation announces Quarterly dividend, payable on September 07, 2026Round One Corporation announced Quarterly dividend of JPY 4.5000 per share payable on September 07, 2026, ex-date on June 29, 2026 and record date on June 30, 2026.分析記事 • May 22Shareholders Will Be Pleased With The Quality of Round One's (TSE:4680) EarningsRound One Corporation's ( TSE:4680 ) earnings announcement last week was disappointing for investors, despite the...分析記事 • May 17Analyst Estimates: Here's What Brokers Think Of Round One Corporation (TSE:4680) After Its Full-Year ReportLast week, you might have seen that Round One Corporation ( TSE:4680 ) released its annual result to the market. The...Reported Earnings • May 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥63.30 (up from JP¥57.37 in FY 2025). Revenue: JP¥189.5b (up 7.1% from FY 2025). Net income: JP¥16.6b (up 7.9% from FY 2025). Profit margin: 8.8% (up from 8.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.お知らせ • May 13Round One Corporation, Annual General Meeting, Jun 27, 2026Round One Corporation, Annual General Meeting, Jun 27, 2026.お知らせ • May 10Round One Corporation to Report Fiscal Year 2026 Results on May 13, 2026Round One Corporation announced that they will report fiscal year 2026 results on May 13, 2026ライブニュース • May 10Round One Subsidiary Eyes U S Public Listing With Confidential SEC FilingRound One’s U.S.-focused subsidiary, Round One Entertainment Inc., has confidentially filed a draft registration statement with the SEC for a proposed IPO. The potential U.S. listing is intended to surface value from Round One’s overseas operations and could provide access to growth capital. The size, timing and final terms of the offering are not yet set and will depend on SEC review and market conditions. For you as an investor, the key point is that Round One is exploring a separate listing for its U.S. entertainment business. A U.S. IPO can help clarify how the market values this subsidiary on a stand-alone basis, which may highlight how much of Round One’s overall business is tied to overseas operations. It can also broaden the company’s funding options if the offer proceeds. At this stage, everything is preliminary. A confidential filing means detailed terms are not public, and there is no certainty the IPO will move ahead as currently envisaged. It is worth watching future company announcements for information on structure, potential ownership dilution, and how any proceeds might be used within the broader Round One group.Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).Declared Dividend • Mar 06Third quarter dividend of JP¥4.50 announcedShareholders will receive a dividend of JP¥4.50. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Feb 14Results: Round One Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsThere's been a notable change in appetite for Round One Corporation ( TSE:4680 ) shares in the week since its...Reported Earnings • Feb 11Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥9.48. Revenue: JP¥43.7b (up 7.6% from 3Q 2025). Net income: JP¥2.49b (down 1.3% from 3Q 2025). Profit margin: 5.7% (down from 6.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan.お知らせ • Feb 11Round One Corporation announces Quarterly dividend, payable on June 30, 2026Round One Corporation announced Quarterly dividend of JPY 4.5000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.分析記事 • Jan 29Here's Why Round One (TSE:4680) Can Manage Its Debt ResponsiblyDavid 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 • Jan 09Round One Corporation's (TSE:4680) Intrinsic Value Is Potentially 30% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Round One fair value estimate is JP¥1,515 Round One is...分析記事 • Dec 23Why Investors Shouldn't Be Surprised By Round One Corporation's (TSE:4680) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Round...お知らせ • Dec 23Round One Corporation to Report Q3, 2026 Results on Feb 10, 2026Round One Corporation announced that they will report Q3, 2026 results on Feb 10, 2026Upcoming Dividend • Dec 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 06 March 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).Declared Dividend • Dec 04Second quarter dividend of JP¥4.50 announcedShareholders will receive a dividend of JP¥4.50. Ex-date: 29th December 2025 Payment date: 6th March 2026 Dividend yield will be 1.6%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Nov 21Price target decreased by 10.0% to JP¥1,470Down from JP¥1,633, the current price target is an average from 6 analysts. New target price is 47% above last closing price of JP¥999. Stock is down 0.5% over the past year. The company is forecast to post earnings per share of JP¥67.72 for next year compared to JP¥57.37 last year.分析記事 • Nov 20Some Investors May Be Willing To Look Past Round One's (TSE:4680) Soft EarningsShareholders appeared unconcerned with Round One Corporation's ( TSE:4680 ) lackluster earnings report last week. Our...分析記事 • Nov 13Round One Corporation Just Missed Earnings - But Analysts Have Updated Their ModelsRound One Corporation ( TSE:4680 ) shareholders are probably feeling a little disappointed, since its shares fell 5.7...Reported Earnings • Nov 08Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥20.76. Revenue: JP¥48.5b (up 6.3% from 2Q 2025). Net income: JP¥5.45b (flat on 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan.お知らせ • Nov 08Round One Corporation announces Quarterly dividend, payable on March 06, 2026Round One Corporation announced Quarterly dividend of JPY 4.5000 per share payable on March 06, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.分析記事 • Oct 10Returns At Round One (TSE:4680) Are On The Way UpIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Buy Or Sell Opportunity • Oct 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,254. The fair value is estimated to be JP¥1,618, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.8%).お知らせ • Sep 21Round One Corporation to Report Q2, 2026 Results on Nov 07, 2025Round One Corporation announced that they will report Q2, 2026 results on Nov 07, 2025Declared Dividend • Sep 06First quarter dividend of JP¥4.50 announcedShareholders will receive a dividend of JP¥4.50. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Sep 04Now 20% undervaluedOver the last 90 days, the stock has risen 6.8% to JP¥1,386. The fair value is estimated to be JP¥1,740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.分析記事 • Sep 03Shareholders Should Be Pleased With Round One Corporation's (TSE:4680) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Round...Reported Earnings • Aug 09First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥12.99 (up from JP¥11.96 in 1Q 2025). Revenue: JP¥43.5b (up 7.7% from 1Q 2025). Net income: JP¥3.41b (up 5.5% from 1Q 2025). Profit margin: 7.8% (down from 8.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 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 increased by 23% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 09Round One Corporation announces Quarterly dividend, payable on December 03, 2025Round One Corporation announced Quarterly dividend of JPY 4.5000 per share payable on December 03, 2025, ex-date on September 29, 2025 and record date on September 30, 2025.分析記事 • Jul 31Here's Why Round One (TSE:4680) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Jul 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 76% to JP¥1,546. The fair value is estimated to be JP¥1,284, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.分析記事 • Jul 11Round One (TSE:4680) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Board Change • Jun 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Satomi Kawabata was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,439, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 198% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,372 per share.お知らせ • Jun 19Round One Corporation to Report Q1, 2026 Results on Aug 08, 2025Round One Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,266, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Hospitality industry in Japan. Total returns to shareholders of 152% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,369 per share.分析記事 • May 29After Leaping 27% Round One Corporation (TSE:4680) Shares Are Not Flying Under The RadarThose holding Round One Corporation ( TSE:4680 ) shares would be relieved that the share price has rebounded 27% in the...分析記事 • May 21Round One's (TSE:4680) Solid Earnings Have Been Accounted For ConservativelyShareholders appeared to be happy with Round One Corporation's ( TSE:4680 ) solid earnings report last week. This...Buy Or Sell Opportunity • May 14Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,048. The fair value is estimated to be JP¥1,352, 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. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • May 13Round One Corporation announces Quarterly dividend, payable on September 08, 2025Round One Corporation announced Quarterly dividend of JPY 4.5000 per share payable on September 08, 2025, ex-date on June 27, 2025 and record date on June 30, 2025.分析記事 • May 13Round One Corporation Just Missed EPS By 9.0%: Here's What Analysts Think Will Happen NextIt's been a good week for Round One Corporation ( TSE:4680 ) shareholders, because the company has just released its...Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥59.71 (up from JP¥57.99 in FY 2024). Revenue: JP¥177.1b (up 11% from FY 2024). Net income: JP¥16.0b (up 2.3% from FY 2024). Profit margin: 9.1% (in line with FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 9.0%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • May 09Round One Corporation, Annual General Meeting, Jun 28, 2025Round One Corporation, Annual General Meeting, Jun 28, 2025.お知らせ • Apr 04Round One Corporation to Report Fiscal Year 2025 Results on May 09, 2025Round One Corporation announced that they will report fiscal year 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥854, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 92% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.8%).分析記事 • Mar 11The Price Is Right For Round One Corporation (TSE:4680) Even After Diving 26%Round One Corporation ( TSE:4680 ) shares have had a horrible month, losing 26% after a relatively good period...分析記事 • Feb 26Round One (TSE:4680) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Price Target Changed • Feb 22Price target increased by 7.5% to JP¥1,486Up from JP¥1,381, the current price target is an average from 7 analysts. New target price is 27% above last closing price of JP¥1,171. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥67.15 for next year compared to JP¥57.99 last year.Price Target Changed • Feb 18Price target increased by 7.6% to JP¥1,471Up from JP¥1,367, the current price target is an average from 7 analysts. New target price is 14% above last closing price of JP¥1,286. Stock is up 85% over the past year. The company is forecast to post earnings per share of JP¥67.17 for next year compared to JP¥57.99 last year.分析記事 • Feb 12Round One Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextAs you might know, Round One Corporation ( TSE:4680 ) just kicked off its latest third-quarter results with some very...Reported Earnings • Feb 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥9.36 (up from JP¥6.51 in 3Q 2024). Revenue: JP¥40.6b (up 11% from 3Q 2024). Net income: JP¥2.52b (up 44% from 3Q 2024). Profit margin: 6.2% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 40% per year.分析記事 • Feb 04An Intrinsic Calculation For Round One Corporation (TSE:4680) Suggests It's 48% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Round One fair value estimate is JP¥2,551 Current share price...分析記事 • Jan 07With EPS Growth And More, Round One (TSE:4680) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Upcoming Dividend • Dec 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 06 March 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).分析記事 • Dec 06Round One Corporation (TSE:4680) Stocks Shoot Up 32% But Its P/E Still Looks ReasonableThe Round One Corporation ( TSE:4680 ) share price has done very well over the last month, posting an excellent gain of...お知らせ • Dec 05Round One Corporation to Report Q3, 2025 Results on Feb 10, 2025Round One Corporation announced that they will report Q3, 2025 results on Feb 10, 2025Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,225, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 163% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,427 per share.お知らせ • Nov 29Round One Corporation (TSE:4680) announces an Equity Buyback for 20,000,000 shares, representing 7.4% for ¥10,000 million.Round One Corporation (TSE:4680) announces a share repurchase program. Under the program, the company will repurchase 20,000,000 shares, representing 7.40% of its share capital, for ¥10,000 million. The company will repurchase its shares in order to to execute a flexible capital strategy that responds to changes in the business environment. The program will run until April 30, 2025. As of October 31, 2024, the company had 270,145,692 shares outstanding (excluding treasury shares) and 18,093,450 shares in treasury.Board Change • Nov 27Less 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 External Director Ayako Takaguchi was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Nov 19Solid Earnings Reflect Round One's (TSE:4680) Strength As A BusinessRound One Corporation ( TSE:4680 ) recently posted some strong earnings, and the market responded positively. Our...Reported Earnings • Nov 09Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: JP¥20.22 (up from JP¥19.22 in 2Q 2024). Revenue: JP¥45.6b (up 12% from 2Q 2024). Net income: JP¥5.46b (up 5.5% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.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¥1,089, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 21x in the Hospitality industry in Japan. Total returns to shareholders of 123% over the past three years.Price Target Changed • Nov 03Price target increased by 11% to JP¥1,274Up from JP¥1,147, the current price target is an average from 7 analysts. New target price is 35% above last closing price of JP¥943. Stock is up 76% over the past year. The company is forecast to post earnings per share of JP¥66.41 for next year compared to JP¥57.99 last year.分析記事 • Oct 23Round One (TSE:4680) Seems To Use Debt Rather SparinglyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Sep 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).分析記事 • Sep 04Investors Still Aren't Entirely Convinced By Round One Corporation's (TSE:4680) Earnings Despite 31% Price JumpRound One Corporation ( TSE:4680 ) shares have had a really impressive month, gaining 31% after a shaky period...お知らせ • Aug 28Round One Corporation to Report Q2, 2025 Results on Nov 08, 2024Round One Corporation announced that they will report Q2, 2025 results on Nov 08, 2024Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥662, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 93% over the past three years.New Risk • Jul 08New 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 5.3% 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. This is currently the only risk that has been identified for the company.分析記事 • Jul 02Round One Corporation (TSE:4680) Soars 27% But It's A Story Of Risk Vs RewardRound One Corporation ( TSE:4680 ) shareholders would be excited to see that the share price has had a great month...お知らせ • Jun 30Round One Corporation to Report Q1, 2025 Results on Aug 07, 2024Round One Corporation announced that they will report Q1, 2025 results on Aug 07, 2024Reported Earnings • Jun 28Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥57.99 (up from JP¥34.03 in FY 2023). Revenue: JP¥159.2b (up 12% from FY 2023). Net income: JP¥15.7b (up 61% from FY 2023). Profit margin: 9.8% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 7.1% 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 99% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.7%).分析記事 • Jun 05Here's Why We Think Round One (TSE:4680) Might Deserve Your Attention TodayIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • May 21Round One's (TSE:4680) Solid Earnings Are Supported By Other Strong FactorsEven though Round One Corporation's ( TSE:4680 ) recent earnings release was robust, the market didn't seem to notice...分析記事 • May 11Round One Corporation Just Recorded A 9.2% EPS Beat: Here's What Analysts Are Forecasting NextRound One Corporation ( TSE:4680 ) came out with its annual results last week, and we wanted to see how the business is...お知らせ • May 10Round One Corporation, Annual General Meeting, Jun 22, 2024Round One Corporation, Annual General Meeting, Jun 22, 2024.Reported Earnings • May 09Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥57.99 (up from JP¥34.03 in FY 2023). Revenue: JP¥159.2b (up 12% from FY 2023). Net income: JP¥15.7b (up 61% from FY 2023). Profit margin: 9.8% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 24The Return Trends At Round One (TSE:4680) Look PromisingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).分析記事 • Mar 07Market Still Lacking Some Conviction On Round One Corporation (TSE:4680)With a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...お知らせ • Mar 03Round One Corporation to Report Fiscal Year 2024 Results on May 08, 2024Round One Corporation announced that they will report fiscal year 2024 results on May 08, 2024Price Target Changed • Feb 19Price target increased by 7.5% to JP¥935Up from JP¥870, the current price target is an average from 6 analysts. New target price is 36% above last closing price of JP¥687. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥49.80 for next year compared to JP¥34.03 last year.Reported Earnings • Feb 10Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: JP¥6.51 (up from JP¥1.30 in 3Q 2023). Revenue: JP¥36.6b (up 7.9% from 3Q 2023). Net income: JP¥1.75b (up 101% from 3Q 2023). Profit margin: 4.8% (up from 2.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Price Target Changed • Dec 16Price target decreased by 15% to JP¥840Down from JP¥992, the current price target is an average from 6 analysts. New target price is 51% above last closing price of JP¥558. Stock is up 5.1% over the past year. The company is forecast to post earnings per share of JP¥47.74 for next year compared to JP¥34.03 last year.お知らせ • Dec 01Round One Corporation to Report Q3, 2024 Results on Feb 09, 2024Round One Corporation announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥19.22 (vs JP¥11.19 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.22 (up from JP¥11.19 in 2Q 2023). Revenue: JP¥40.9b (up 12% from 2Q 2023). Net income: JP¥5.18b (up 61% from 2Q 2023). Profit margin: 13% (up from 8.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 27Round One Corporation to Report Q2, 2024 Results on Nov 10, 2023Round One Corporation announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥9.59 (vs JP¥7.07 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.59 (up from JP¥7.07 in 1Q 2023). Revenue: JP¥36.0b (up 16% from 1Q 2023). Net income: JP¥2.61b (up 29% from 1Q 2023). Profit margin: 7.3% (up from 6.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% 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 99% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 21Round One Corporation to Report Q1, 2024 Results on Aug 07, 2023Round One Corporation announced that they will report Q1, 2024 results on Aug 07, 2023Reported Earnings • May 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥34.03 (up from JP¥14.00 in FY 2022). Revenue: JP¥142.1b (up 47% from FY 2022). Net income: JP¥9.74b (up 147% from FY 2022). Profit margin: 6.9% (up from 4.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).Reported Earnings • Feb 12Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥1.30 (down from JP¥11.23 in 3Q 2022). Revenue: JP¥33.9b (up 34% from 3Q 2022). Net income: JP¥871.0m (down 73% from 3Q 2022). Profit margin: 2.6% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 6.3% 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 48% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 11Round One Corporation (TSE:4680) announces an Equity Buyback for 28,000,000 shares, representing 9.74% for ¥10,000 million.Round One Corporation (TSE:4680) announces a share repurchase program. Under the program, the company will repurchase 28,000,000 shares, representing 9.74% of its share capital, for ¥10,000 million. The company will repurchase its shares in order to to execute a flexible capital strategy that responds to changes in the business environment. The program will run until September 30, 2023. As of January 31, 2023, the company had 287,358,642 shares outstanding (excluding treasury shares) and 8,366 shares in treasury.お知らせ • Nov 27Round One Corporation to Report Q3, 2023 Results on Feb 10, 2023Round One Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥36.6b (up 58% from 2Q 2022). Net income: JP¥3.22b (up 78% from 2Q 2022). Profit margin: 8.8% (up from 7.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan.収支内訳Round One の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:4680 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26189,54816,62110,232031 Dec 25186,08515,5108,091030 Sep 25183,01115,5707,014030 Jun 25180,15315,4156,383031 Mar 25177,05715,4055,988031 Dec 24172,42517,3365,233030 Sep 24168,38216,5644,831030 Jun 24163,61916,2814,669031 Mar 24159,18115,6664,490031 Dec 23154,06013,1664,329030 Sep 23151,39412,2854,114030 Jun 23147,09010,3253,825031 Mar 23142,0519,7373,631031 Dec 22131,2278,9523,551030 Sep 22122,56311,2963,406030 Jun 22109,0909,8873,251031 Mar 2296,4213,9373,036031 Dec 2187,380-3933,092030 Sep 2179,049-8,8972,814030 Jun 2173,580-13,3392,760031 Mar 2160,967-17,9732,596031 Dec 2067,898-15,2202,433030 Sep 2074,854-10,1052,596030 Jun 2084,855-5,2062,623031 Mar 20104,7794,7942,740031 Dec 19106,4687,4122,600030 Sep 19105,6377,8632,480030 Jun 19104,4687,8192,409031 Mar 19101,3187,1592,269031 Dec 1899,0748,6502,097030 Sep 1898,5388,9561,884030 Jun 1896,9358,8371,644031 Mar 1895,9108,4111,538031 Dec 1793,8875,1921,571030 Sep 1791,3464,2241,630030 Jun 1788,8663,1901,625031 Mar 1787,7762,7351,581031 Dec 1686,0713931,757030 Sep 1685,4128221,714030 Jun 1684,9729341,641031 Mar 1683,5164491,619031 Dec 1582,803-5,7561,696030 Sep 1582,831-6,2791,638030 Jun 1583,044-5,9311,5500質の高い収益: 4680は 高品質の収益 を持っています。利益率の向上: 4680の現在の純利益率 (8.8%)は、昨年(8.7%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 4680過去 5 年間で収益を上げており、収益は年間44.3%増加しています。成長の加速: 4680の過去 1 年間の収益成長率 ( 7.9% ) は、5 年間の平均 ( 年間44.3%を下回っています。収益対業界: 4680の過去 1 年間の収益成長率 ( 7.9% ) Hospitality業界11.1%を上回りませんでした。株主資本利益率高いROE: 4680の 自己資本利益率 ( 20.1% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-services 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/05 17:24終値2026/06/05 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Round One Corporation 6 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。16 アナリスト機関Yuki OkishioBarclaysnull nullCLSAnull nullDaiwa Securities Co. Ltd.13 その他のアナリストを表示
分析記事 • May 22Shareholders Will Be Pleased With The Quality of Round One's (TSE:4680) EarningsRound One Corporation's ( TSE:4680 ) earnings announcement last week was disappointing for investors, despite the...
Reported Earnings • May 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥63.30 (up from JP¥57.37 in FY 2025). Revenue: JP¥189.5b (up 7.1% from FY 2025). Net income: JP¥16.6b (up 7.9% from FY 2025). Profit margin: 8.8% (up from 8.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
お知らせ • May 10Round One Corporation to Report Fiscal Year 2026 Results on May 13, 2026Round One Corporation announced that they will report fiscal year 2026 results on May 13, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥9.48. Revenue: JP¥43.7b (up 7.6% from 3Q 2025). Net income: JP¥2.49b (down 1.3% from 3Q 2025). Profit margin: 5.7% (down from 6.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan.
お知らせ • Dec 23Round One Corporation to Report Q3, 2026 Results on Feb 10, 2026Round One Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
分析記事 • Nov 20Some Investors May Be Willing To Look Past Round One's (TSE:4680) Soft EarningsShareholders appeared unconcerned with Round One Corporation's ( TSE:4680 ) lackluster earnings report last week. Our...
お知らせ • May 28Round One Corporation announces Quarterly dividend, payable on September 07, 2026Round One Corporation announced Quarterly dividend of JPY 4.5000 per share payable on September 07, 2026, ex-date on June 29, 2026 and record date on June 30, 2026.
分析記事 • May 22Shareholders Will Be Pleased With The Quality of Round One's (TSE:4680) EarningsRound One Corporation's ( TSE:4680 ) earnings announcement last week was disappointing for investors, despite the...
分析記事 • May 17Analyst Estimates: Here's What Brokers Think Of Round One Corporation (TSE:4680) After Its Full-Year ReportLast week, you might have seen that Round One Corporation ( TSE:4680 ) released its annual result to the market. The...
Reported Earnings • May 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥63.30 (up from JP¥57.37 in FY 2025). Revenue: JP¥189.5b (up 7.1% from FY 2025). Net income: JP¥16.6b (up 7.9% from FY 2025). Profit margin: 8.8% (up from 8.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
お知らせ • May 13Round One Corporation, Annual General Meeting, Jun 27, 2026Round One Corporation, Annual General Meeting, Jun 27, 2026.
お知らせ • May 10Round One Corporation to Report Fiscal Year 2026 Results on May 13, 2026Round One Corporation announced that they will report fiscal year 2026 results on May 13, 2026
ライブニュース • May 10Round One Subsidiary Eyes U S Public Listing With Confidential SEC FilingRound One’s U.S.-focused subsidiary, Round One Entertainment Inc., has confidentially filed a draft registration statement with the SEC for a proposed IPO. The potential U.S. listing is intended to surface value from Round One’s overseas operations and could provide access to growth capital. The size, timing and final terms of the offering are not yet set and will depend on SEC review and market conditions. For you as an investor, the key point is that Round One is exploring a separate listing for its U.S. entertainment business. A U.S. IPO can help clarify how the market values this subsidiary on a stand-alone basis, which may highlight how much of Round One’s overall business is tied to overseas operations. It can also broaden the company’s funding options if the offer proceeds. At this stage, everything is preliminary. A confidential filing means detailed terms are not public, and there is no certainty the IPO will move ahead as currently envisaged. It is worth watching future company announcements for information on structure, potential ownership dilution, and how any proceeds might be used within the broader Round One group.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).
Declared Dividend • Mar 06Third quarter dividend of JP¥4.50 announcedShareholders will receive a dividend of JP¥4.50. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Feb 14Results: Round One Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsThere's been a notable change in appetite for Round One Corporation ( TSE:4680 ) shares in the week since its...
Reported Earnings • Feb 11Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥9.48. Revenue: JP¥43.7b (up 7.6% from 3Q 2025). Net income: JP¥2.49b (down 1.3% from 3Q 2025). Profit margin: 5.7% (down from 6.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan.
お知らせ • Feb 11Round One Corporation announces Quarterly dividend, payable on June 30, 2026Round One Corporation announced Quarterly dividend of JPY 4.5000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.
分析記事 • Jan 29Here's Why Round One (TSE:4680) Can Manage Its Debt ResponsiblyDavid 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 • Jan 09Round One Corporation's (TSE:4680) Intrinsic Value Is Potentially 30% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Round One fair value estimate is JP¥1,515 Round One is...
分析記事 • Dec 23Why Investors Shouldn't Be Surprised By Round One Corporation's (TSE:4680) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Round...
お知らせ • Dec 23Round One Corporation to Report Q3, 2026 Results on Feb 10, 2026Round One Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
Upcoming Dividend • Dec 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 06 March 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).
Declared Dividend • Dec 04Second quarter dividend of JP¥4.50 announcedShareholders will receive a dividend of JP¥4.50. Ex-date: 29th December 2025 Payment date: 6th March 2026 Dividend yield will be 1.6%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Nov 21Price target decreased by 10.0% to JP¥1,470Down from JP¥1,633, the current price target is an average from 6 analysts. New target price is 47% above last closing price of JP¥999. Stock is down 0.5% over the past year. The company is forecast to post earnings per share of JP¥67.72 for next year compared to JP¥57.37 last year.
分析記事 • Nov 20Some Investors May Be Willing To Look Past Round One's (TSE:4680) Soft EarningsShareholders appeared unconcerned with Round One Corporation's ( TSE:4680 ) lackluster earnings report last week. Our...
分析記事 • Nov 13Round One Corporation Just Missed Earnings - But Analysts Have Updated Their ModelsRound One Corporation ( TSE:4680 ) shareholders are probably feeling a little disappointed, since its shares fell 5.7...
Reported Earnings • Nov 08Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥20.76. Revenue: JP¥48.5b (up 6.3% from 2Q 2025). Net income: JP¥5.45b (flat on 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan.
お知らせ • Nov 08Round One Corporation announces Quarterly dividend, payable on March 06, 2026Round One Corporation announced Quarterly dividend of JPY 4.5000 per share payable on March 06, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
分析記事 • Oct 10Returns At Round One (TSE:4680) Are On The Way UpIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Buy Or Sell Opportunity • Oct 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥1,254. The fair value is estimated to be JP¥1,618, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.8%).
お知らせ • Sep 21Round One Corporation to Report Q2, 2026 Results on Nov 07, 2025Round One Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
Declared Dividend • Sep 06First quarter dividend of JP¥4.50 announcedShareholders will receive a dividend of JP¥4.50. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Sep 04Now 20% undervaluedOver the last 90 days, the stock has risen 6.8% to JP¥1,386. The fair value is estimated to be JP¥1,740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
分析記事 • Sep 03Shareholders Should Be Pleased With Round One Corporation's (TSE:4680) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Round...
Reported Earnings • Aug 09First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥12.99 (up from JP¥11.96 in 1Q 2025). Revenue: JP¥43.5b (up 7.7% from 1Q 2025). Net income: JP¥3.41b (up 5.5% from 1Q 2025). Profit margin: 7.8% (down from 8.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 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 increased by 23% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 09Round One Corporation announces Quarterly dividend, payable on December 03, 2025Round One Corporation announced Quarterly dividend of JPY 4.5000 per share payable on December 03, 2025, ex-date on September 29, 2025 and record date on September 30, 2025.
分析記事 • Jul 31Here's Why Round One (TSE:4680) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Jul 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 76% to JP¥1,546. The fair value is estimated to be JP¥1,284, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
分析記事 • Jul 11Round One (TSE:4680) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Board Change • Jun 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Satomi Kawabata was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,439, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 198% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,372 per share.
お知らせ • Jun 19Round One Corporation to Report Q1, 2026 Results on Aug 08, 2025Round One Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,266, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Hospitality industry in Japan. Total returns to shareholders of 152% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,369 per share.
分析記事 • May 29After Leaping 27% Round One Corporation (TSE:4680) Shares Are Not Flying Under The RadarThose holding Round One Corporation ( TSE:4680 ) shares would be relieved that the share price has rebounded 27% in the...
分析記事 • May 21Round One's (TSE:4680) Solid Earnings Have Been Accounted For ConservativelyShareholders appeared to be happy with Round One Corporation's ( TSE:4680 ) solid earnings report last week. This...
Buy Or Sell Opportunity • May 14Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,048. The fair value is estimated to be JP¥1,352, 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. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • May 13Round One Corporation announces Quarterly dividend, payable on September 08, 2025Round One Corporation announced Quarterly dividend of JPY 4.5000 per share payable on September 08, 2025, ex-date on June 27, 2025 and record date on June 30, 2025.
分析記事 • May 13Round One Corporation Just Missed EPS By 9.0%: Here's What Analysts Think Will Happen NextIt's been a good week for Round One Corporation ( TSE:4680 ) shareholders, because the company has just released its...
Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥59.71 (up from JP¥57.99 in FY 2024). Revenue: JP¥177.1b (up 11% from FY 2024). Net income: JP¥16.0b (up 2.3% from FY 2024). Profit margin: 9.1% (in line with FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 9.0%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • May 09Round One Corporation, Annual General Meeting, Jun 28, 2025Round One Corporation, Annual General Meeting, Jun 28, 2025.
お知らせ • Apr 04Round One Corporation to Report Fiscal Year 2025 Results on May 09, 2025Round One Corporation announced that they will report fiscal year 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥854, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 92% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.8%).
分析記事 • Mar 11The Price Is Right For Round One Corporation (TSE:4680) Even After Diving 26%Round One Corporation ( TSE:4680 ) shares have had a horrible month, losing 26% after a relatively good period...
分析記事 • Feb 26Round One (TSE:4680) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Price Target Changed • Feb 22Price target increased by 7.5% to JP¥1,486Up from JP¥1,381, the current price target is an average from 7 analysts. New target price is 27% above last closing price of JP¥1,171. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥67.15 for next year compared to JP¥57.99 last year.
Price Target Changed • Feb 18Price target increased by 7.6% to JP¥1,471Up from JP¥1,367, the current price target is an average from 7 analysts. New target price is 14% above last closing price of JP¥1,286. Stock is up 85% over the past year. The company is forecast to post earnings per share of JP¥67.17 for next year compared to JP¥57.99 last year.
分析記事 • Feb 12Round One Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextAs you might know, Round One Corporation ( TSE:4680 ) just kicked off its latest third-quarter results with some very...
Reported Earnings • Feb 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥9.36 (up from JP¥6.51 in 3Q 2024). Revenue: JP¥40.6b (up 11% from 3Q 2024). Net income: JP¥2.52b (up 44% from 3Q 2024). Profit margin: 6.2% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 40% per year.
分析記事 • Feb 04An Intrinsic Calculation For Round One Corporation (TSE:4680) Suggests It's 48% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Round One fair value estimate is JP¥2,551 Current share price...
分析記事 • Jan 07With EPS Growth And More, Round One (TSE:4680) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Upcoming Dividend • Dec 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 06 March 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).
分析記事 • Dec 06Round One Corporation (TSE:4680) Stocks Shoot Up 32% But Its P/E Still Looks ReasonableThe Round One Corporation ( TSE:4680 ) share price has done very well over the last month, posting an excellent gain of...
お知らせ • Dec 05Round One Corporation to Report Q3, 2025 Results on Feb 10, 2025Round One Corporation announced that they will report Q3, 2025 results on Feb 10, 2025
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,225, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 163% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,427 per share.
お知らせ • Nov 29Round One Corporation (TSE:4680) announces an Equity Buyback for 20,000,000 shares, representing 7.4% for ¥10,000 million.Round One Corporation (TSE:4680) announces a share repurchase program. Under the program, the company will repurchase 20,000,000 shares, representing 7.40% of its share capital, for ¥10,000 million. The company will repurchase its shares in order to to execute a flexible capital strategy that responds to changes in the business environment. The program will run until April 30, 2025. As of October 31, 2024, the company had 270,145,692 shares outstanding (excluding treasury shares) and 18,093,450 shares in treasury.
Board Change • Nov 27Less 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 External Director Ayako Takaguchi was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Nov 19Solid Earnings Reflect Round One's (TSE:4680) Strength As A BusinessRound One Corporation ( TSE:4680 ) recently posted some strong earnings, and the market responded positively. Our...
Reported Earnings • Nov 09Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: JP¥20.22 (up from JP¥19.22 in 2Q 2024). Revenue: JP¥45.6b (up 12% from 2Q 2024). Net income: JP¥5.46b (up 5.5% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
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¥1,089, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 21x in the Hospitality industry in Japan. Total returns to shareholders of 123% over the past three years.
Price Target Changed • Nov 03Price target increased by 11% to JP¥1,274Up from JP¥1,147, the current price target is an average from 7 analysts. New target price is 35% above last closing price of JP¥943. Stock is up 76% over the past year. The company is forecast to post earnings per share of JP¥66.41 for next year compared to JP¥57.99 last year.
分析記事 • Oct 23Round One (TSE:4680) Seems To Use Debt Rather SparinglyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).
分析記事 • Sep 04Investors Still Aren't Entirely Convinced By Round One Corporation's (TSE:4680) Earnings Despite 31% Price JumpRound One Corporation ( TSE:4680 ) shares have had a really impressive month, gaining 31% after a shaky period...
お知らせ • Aug 28Round One Corporation to Report Q2, 2025 Results on Nov 08, 2024Round One Corporation announced that they will report Q2, 2025 results on Nov 08, 2024
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥662, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 93% over the past three years.
New Risk • Jul 08New 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 5.3% 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. This is currently the only risk that has been identified for the company.
分析記事 • Jul 02Round One Corporation (TSE:4680) Soars 27% But It's A Story Of Risk Vs RewardRound One Corporation ( TSE:4680 ) shareholders would be excited to see that the share price has had a great month...
お知らせ • Jun 30Round One Corporation to Report Q1, 2025 Results on Aug 07, 2024Round One Corporation announced that they will report Q1, 2025 results on Aug 07, 2024
Reported Earnings • Jun 28Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥57.99 (up from JP¥34.03 in FY 2023). Revenue: JP¥159.2b (up 12% from FY 2023). Net income: JP¥15.7b (up 61% from FY 2023). Profit margin: 9.8% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 7.1% 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 99% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.7%).
分析記事 • Jun 05Here's Why We Think Round One (TSE:4680) Might Deserve Your Attention TodayIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • May 21Round One's (TSE:4680) Solid Earnings Are Supported By Other Strong FactorsEven though Round One Corporation's ( TSE:4680 ) recent earnings release was robust, the market didn't seem to notice...
分析記事 • May 11Round One Corporation Just Recorded A 9.2% EPS Beat: Here's What Analysts Are Forecasting NextRound One Corporation ( TSE:4680 ) came out with its annual results last week, and we wanted to see how the business is...
お知らせ • May 10Round One Corporation, Annual General Meeting, Jun 22, 2024Round One Corporation, Annual General Meeting, Jun 22, 2024.
Reported Earnings • May 09Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥57.99 (up from JP¥34.03 in FY 2023). Revenue: JP¥159.2b (up 12% from FY 2023). Net income: JP¥15.7b (up 61% from FY 2023). Profit margin: 9.8% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 24The Return Trends At Round One (TSE:4680) Look PromisingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥3.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).
分析記事 • Mar 07Market Still Lacking Some Conviction On Round One Corporation (TSE:4680)With a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...
お知らせ • Mar 03Round One Corporation to Report Fiscal Year 2024 Results on May 08, 2024Round One Corporation announced that they will report fiscal year 2024 results on May 08, 2024
Price Target Changed • Feb 19Price target increased by 7.5% to JP¥935Up from JP¥870, the current price target is an average from 6 analysts. New target price is 36% above last closing price of JP¥687. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥49.80 for next year compared to JP¥34.03 last year.
Reported Earnings • Feb 10Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: JP¥6.51 (up from JP¥1.30 in 3Q 2023). Revenue: JP¥36.6b (up 7.9% from 3Q 2023). Net income: JP¥1.75b (up 101% from 3Q 2023). Profit margin: 4.8% (up from 2.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 8.0%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Dec 16Price target decreased by 15% to JP¥840Down from JP¥992, the current price target is an average from 6 analysts. New target price is 51% above last closing price of JP¥558. Stock is up 5.1% over the past year. The company is forecast to post earnings per share of JP¥47.74 for next year compared to JP¥34.03 last year.
お知らせ • Dec 01Round One Corporation to Report Q3, 2024 Results on Feb 09, 2024Round One Corporation announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥19.22 (vs JP¥11.19 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.22 (up from JP¥11.19 in 2Q 2023). Revenue: JP¥40.9b (up 12% from 2Q 2023). Net income: JP¥5.18b (up 61% from 2Q 2023). Profit margin: 13% (up from 8.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 27Round One Corporation to Report Q2, 2024 Results on Nov 10, 2023Round One Corporation announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥9.59 (vs JP¥7.07 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.59 (up from JP¥7.07 in 1Q 2023). Revenue: JP¥36.0b (up 16% from 1Q 2023). Net income: JP¥2.61b (up 29% from 1Q 2023). Profit margin: 7.3% (up from 6.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% 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 99% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 21Round One Corporation to Report Q1, 2024 Results on Aug 07, 2023Round One Corporation announced that they will report Q1, 2024 results on Aug 07, 2023
Reported Earnings • May 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥34.03 (up from JP¥14.00 in FY 2022). Revenue: JP¥142.1b (up 47% from FY 2022). Net income: JP¥9.74b (up 147% from FY 2022). Profit margin: 6.9% (up from 4.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).
Reported Earnings • Feb 12Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥1.30 (down from JP¥11.23 in 3Q 2022). Revenue: JP¥33.9b (up 34% from 3Q 2022). Net income: JP¥871.0m (down 73% from 3Q 2022). Profit margin: 2.6% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 6.3% 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 48% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 11Round One Corporation (TSE:4680) announces an Equity Buyback for 28,000,000 shares, representing 9.74% for ¥10,000 million.Round One Corporation (TSE:4680) announces a share repurchase program. Under the program, the company will repurchase 28,000,000 shares, representing 9.74% of its share capital, for ¥10,000 million. The company will repurchase its shares in order to to execute a flexible capital strategy that responds to changes in the business environment. The program will run until September 30, 2023. As of January 31, 2023, the company had 287,358,642 shares outstanding (excluding treasury shares) and 8,366 shares in treasury.
お知らせ • Nov 27Round One Corporation to Report Q3, 2023 Results on Feb 10, 2023Round One Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥36.6b (up 58% from 2Q 2022). Net income: JP¥3.22b (up 78% from 2Q 2022). Profit margin: 8.8% (up from 7.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan.