View ValuationPoppins 将来の成長Future 基準チェック /06現在、 Poppinsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Consumer Services 収益成長12.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 18First quarter 2026 earnings released: EPS: JP¥49.87 (vs JP¥64.83 in 1Q 2025)First quarter 2026 results: EPS: JP¥49.87 (down from JP¥64.83 in 1Q 2025). Revenue: JP¥9.13b (up 6.1% from 1Q 2025). Net income: JP¥487.0m (down 23% from 1Q 2025). Profit margin: 5.3% (down from 7.3% 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 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 16Full year 2025 earnings released: EPS: JP¥117 (vs JP¥79.74 in FY 2024)Full year 2025 results: EPS: JP¥117 (up from JP¥79.74 in FY 2024). Revenue: JP¥34.4b (up 8.6% from FY 2024). Net income: JP¥1.14b (up 47% from FY 2024). Profit margin: 3.3% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 13Poppins Corporation, Annual General Meeting, Mar 27, 2026Poppins Corporation, Annual General Meeting, Mar 27, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: JP¥25.32 (vs JP¥8.63 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.32 (up from JP¥8.63 in 3Q 2024). Revenue: JP¥8.42b (up 8.0% from 3Q 2024). Net income: JP¥247.0m (up 194% from 3Q 2024). Profit margin: 2.9% (up from 1.1% 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 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Sep 27Poppins Corporation to Report Q3, 2025 Results on Nov 12, 2025Poppins Corporation announced that they will report Q3, 2025 results on Nov 12, 2025分析記事 • Aug 22There May Be Some Bright Spots In Poppins' (TSE:7358) EarningsThe market for Poppins Corporation's ( TSE:7358 ) shares didn't move much after it posted weak earnings recently. We...Reported Earnings • Aug 09Second quarter 2025 earnings released: JP¥2.67 loss per share (vs JP¥20.36 profit in 2Q 2024)Second quarter 2025 results: JP¥2.67 loss per share (down from JP¥20.36 profit in 2Q 2024). Revenue: JP¥8.61b (up 9.5% from 2Q 2024). Net loss: JP¥26.0m (down 113% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Aug 08Poppins Corporation to Report Q2, 2025 Results on Aug 08, 2025Poppins Corporation announced that they will report Q2, 2025 results on Aug 08, 2025Board Change • Jul 09Less 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. Outside Independent Director Masahide Kamachi was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 18First quarter 2025 earnings released: EPS: JP¥64.83 (vs JP¥27.56 in 1Q 2024)First quarter 2025 results: EPS: JP¥64.83 (up from JP¥27.56 in 1Q 2024). Revenue: JP¥8.61b (up 9.5% from 1Q 2024). Net income: JP¥632.0m (up 136% from 1Q 2024). Profit margin: 7.3% (up from 3.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.分析記事 • May 15Poppins Corporation's (TSE:7358) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 16.3x Poppins Corporation ( TSE:7358 ) may be sending bearish signals at...New Risk • Apr 07New 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 5.5% 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: Major Risk Earnings have declined by 4.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥9.66b market cap, or US$66.1m).Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,203, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 36% over the past three years.分析記事 • Mar 21Poppins (TSE:7358) May Have Issues Allocating Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...お知らせ • Mar 12Poppins Corporation to Report Q1, 2025 Results on May 14, 2025Poppins Corporation announced that they will report Q1, 2025 results on May 14, 2025分析記事 • Feb 20We Think Poppins' (TSE:7358) Profit Is Only A Baseline For What They Can AchieveEven though Poppins Corporation's ( TSE:7358 ) recent earnings release was robust, the market didn't seem to notice...Reported Earnings • Feb 15Full year 2024 earnings released: EPS: JP¥79.74 (vs JP¥69.75 in FY 2023)Full year 2024 results: EPS: JP¥79.74 (up from JP¥69.75 in FY 2023). Revenue: JP¥31.7b (up 9.7% from FY 2023). Net income: JP¥776.0m (up 15% from FY 2023). Profit margin: 2.4% (up from 2.3% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 13Poppins Corporation, Annual General Meeting, Mar 28, 2025Poppins Corporation, Annual General Meeting, Mar 28, 2025.お知らせ • Jan 03Poppins Corporation to Report Fiscal Year 2024 Results on Feb 13, 2025Poppins Corporation announced that they will report fiscal year 2024 results on Feb 13, 2025Upcoming Dividend • Dec 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 10 March 2025. Payout ratio is a comfortable 41% and the cash payout ratio is 84%. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.8%).New Risk • Nov 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.2% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥13.8b market cap, or US$90.3m).Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥8.63 (vs JP¥19.16 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.63 (down from JP¥19.16 in 3Q 2023). Revenue: JP¥7.79b (up 7.7% from 3Q 2023). Net income: JP¥84.0m (down 55% from 3Q 2023). Profit margin: 1.1% (down from 2.6% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 27Poppins Corporation to Report Q3, 2024 Results on Nov 08, 2024Poppins Corporation announced that they will report Q3, 2024 results on Nov 08, 2024分析記事 • Sep 01There's Reason For Concern Over Poppins Corporation's (TSE:7358) Massive 29% Price JumpPoppins Corporation ( TSE:7358 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: JP¥20.36 (vs JP¥0.10 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.36 (up from JP¥0.10 loss in 2Q 2023). Revenue: JP¥7.86b (up 13% from 2Q 2023). Net income: JP¥198.0m (up JP¥199.0m from 2Q 2023). Profit margin: 2.5% (up from 0% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Aug 06Now 26% overvaluedOver the last 90 days, the stock has fallen 19% to JP¥1,036. The fair value is estimated to be JP¥820, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has grown by 41%.New Risk • Aug 05New 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 7.2% 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: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (JP¥9.18b market cap, or US$64.5m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥944, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 71% over the past three years.分析記事 • Aug 05Returns On Capital At Poppins (TSE:7358) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...お知らせ • Aug 03Poppins Corporation to Report Q2, 2024 Results on Aug 08, 2024Poppins Corporation announced that they will report Q2, 2024 results on Aug 08, 2024Reported Earnings • May 13First quarter 2024 earnings released: EPS: JP¥27.56 (vs JP¥9.80 in 1Q 2023)First quarter 2024 results: EPS: JP¥27.56 (up from JP¥9.80 in 1Q 2023). Revenue: JP¥7.86b (up 14% from 1Q 2023). Net income: JP¥268.0m (up 182% from 1Q 2023). Profit margin: 3.4% (up from 1.4% in 1Q 2023). The increase in margin was driven by higher revenue.分析記事 • Mar 26Poppins (TSE:7358) Is Reinvesting At Lower Rates Of ReturnIf 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 • Mar 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,571, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 22x in the Consumer Services industry in Japan. Total loss to shareholders of 60% over the past three years.お知らせ • Feb 28Poppins Corporation to Report Q1, 2024 Results on May 10, 2024Poppins Corporation announced that they will report Q1, 2024 results on May 10, 2024分析記事 • Feb 27What Poppins Corporation's (TSE:7358) 27% Share Price Gain Is Not Telling YouPoppins Corporation ( TSE:7358 ) shares have had a really impressive month, gaining 27% after a shaky period...Reported Earnings • Feb 20Full year 2023 earnings released: EPS: JP¥69.75 (vs JP¥84.97 in FY 2022)Full year 2023 results: EPS: JP¥69.75 (down from JP¥84.97 in FY 2022). Revenue: JP¥28.9b (up 10.0% from FY 2022). Net income: JP¥677.0m (down 18% from FY 2022). Profit margin: 2.3% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year whereas the company’s share price has fallen by 24% per year.お知らせ • Feb 16Poppins Corporation, Annual General Meeting, Mar 29, 2024Poppins Corporation, Annual General Meeting, Mar 29, 2024.New Risk • Feb 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.0% net profit margin).Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,364, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 22x in the Consumer Services industry in Japan. Total loss to shareholders of 47% over the past three years.お知らせ • Dec 28Poppins Corporation to Report Fiscal Year 2023 Results on Feb 14, 2024Poppins Corporation announced that they will report fiscal year 2023 results on Feb 14, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥40.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 68% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.5%).New Risk • Nov 30New 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 5.5% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥11.1b market cap, or US$74.9m).Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,141, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 20x in the Consumer Services industry in Japan. Total loss to shareholders of 31% over the past year.Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: JP¥19.16 (vs JP¥14.64 in 3Q 2022)Third quarter 2023 results: EPS: JP¥19.16 (up from JP¥14.64 in 3Q 2022). Revenue: JP¥7.23b (up 11% from 3Q 2022). Net income: JP¥186.0m (up 31% from 3Q 2022). Profit margin: 2.6% (up from 2.2% in 3Q 2022). The increase in margin was driven by higher revenue.お知らせ • Sep 22Poppins Corporation to Report Q3, 2023 Results on Nov 08, 2023Poppins Corporation announced that they will report Q3, 2023 results on Nov 08, 2023New Risk • Aug 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 34% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (JP¥13.2b market cap, or US$90.9m).Reported Earnings • Aug 09Second quarter 2023 earnings released: JP¥0.10 loss per share (vs JP¥7.63 profit in 2Q 2022)Second quarter 2023 results: JP¥0.10 loss per share (down from JP¥7.63 profit in 2Q 2022). Revenue: JP¥6.96b (up 11% from 2Q 2022). Net loss: JP¥1.00m (down 101% from profit in 2Q 2022). Profit margin: 0% (down from 1.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Services industry in Japan.New Risk • Jul 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.1b (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.6% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (JP¥14.1b market cap, or US$99.5m).Reported Earnings • May 10First quarter 2023 earnings released: EPS: JP¥9.80 (vs JP¥32.69 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.80 (down from JP¥32.69 in 1Q 2022). Revenue: JP¥6.90b (up 5.5% from 1Q 2022). Net income: JP¥95.0m (down 70% from 1Q 2022). Profit margin: 1.4% (down from 4.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan.Reported Earnings • Feb 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥84.97 (down from JP¥99.62 in FY 2021). Revenue: JP¥26.3b (up 6.1% from FY 2021). Net income: JP¥824.0m (down 15% from FY 2021). Profit margin: 3.1% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Consumer Services industry in Japan.Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,975, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 20% over the past year.Upcoming Dividend • Dec 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.6%).Buying Opportunity • Dec 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥1,917, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.お知らせ • Dec 08Poppins Corporation to Report Fiscal Year 2022 Results on Feb 14, 2023Poppins Corporation announced that they will report fiscal year 2022 results on Feb 14, 2023Buying Opportunity • Nov 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be JP¥2,125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Masaaki Yamamoto was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: JP¥14.64 (vs JP¥18.46 in 3Q 2021)Third quarter 2022 results: EPS: JP¥14.64 (down from JP¥18.46 in 3Q 2021). Revenue: JP¥6.50b (up 7.5% from 3Q 2021). Net income: JP¥142.0m (down 21% from 3Q 2021). Profit margin: 2.2% (down from 3.0% in 3Q 2021). The decrease in margin was driven by higher expenses.お知らせ • Aug 30Poppins Corporation to Report Q3, 2022 Results on Nov 08, 2022Poppins Corporation announced that they will report Q3, 2022 results on Nov 08, 2022Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥7.63 (vs JP¥18.46 in 2Q 2021)Second quarter 2022 results: EPS: JP¥7.63 (down from JP¥18.46 in 2Q 2021). Revenue: JP¥6.26b (up 3.5% from 2Q 2021). Net income: JP¥74.0m (down 59% from 2Q 2021). Profit margin: 1.2% (down from 3.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.2%, compared to a 9.3% growth forecast for the industry in Japan.Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥32.69 (down from JP¥39.23 in 1Q 2021). Revenue: JP¥6.54b (up 5.4% from 1Q 2021). Net income: JP¥317.0m (down 3.6% from 1Q 2021). Profit margin: 4.8% (down from 5.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 5.4%, compared to a 10% growth forecast for the industry in Japan.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Masaaki Yamamoto was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 09Poppins Corporation to Report Q1, 2022 Results on May 11, 2022Poppins Corporation announced that they will report Q1, 2022 results on May 11, 2022お知らせ • Feb 10Poppins Holdings Inc., Annual General Meeting, Mar 30, 2022Poppins Holdings Inc., Annual General Meeting, Mar 30, 2022.Buying Opportunity • Feb 09Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be JP¥3,115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 32% per annum over the last 3 years.Buying Opportunity • Jan 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be JP¥3,109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 32% per annum over the last 3 years.Upcoming Dividend • Dec 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.0%).Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥3,670, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 21x in the Consumer Services industry in Japan.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥3,450, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 22x in the Consumer Services industry in Japan.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥3,535, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 23x in the Consumer Services industry in Japan.Reported Earnings • Apr 04Full year 2020 earnings released: EPS JP¥127 (vs JP¥110 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥23.0b (up 6.9% from FY 2019). Net income: JP¥1.05b (up 17% from FY 2019). Profit margin: 4.6% (up from 4.2% in FY 2019). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥4,045, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 28x in the Consumer Services industry in Japan.お知らせ • Feb 12Poppins Holdings Inc., Annual General Meeting, Mar 30, 2021Poppins Holdings Inc., Annual General Meeting, Mar 30, 2021.Reported Earnings • Feb 11Full year 2020 earnings released: EPS JP¥127 (vs JP¥110 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥23.0b (up 6.9% from FY 2019). Net income: JP¥1.05b (up 17% from FY 2019). Profit margin: 4.6% (up from 4.2% in FY 2019). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Feb 11Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 11%, compared to a 7.4% growth forecast for the Consumer Services industry in Japan.お知らせ • Jan 24Poppins Holdings Inc. to Report Fiscal Year 2020 Results on Feb 09, 2021Poppins Holdings Inc. announced that they will report fiscal year 2020 results on Feb 09, 2021Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥2,859, the stock is trading at a trailing P/E ratio of 25.9x, up from the previous P/E ratio of 22.2x. This compares to an average P/E of 25x in the Consumer Services industry in Japan.お知らせ • Dec 23Poppins Holdings Inc. has completed an IPO in the amount of ¥9.2625 billion.Poppins Holdings Inc. has completed an IPO in the amount of ¥9.2625 billion. Security Name: Common stock Security Type: Common Stock Securities Offered: 3,250,000 Price\Range: ¥2850 Discount Per Security: ¥171 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Poppins は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:7358 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202634,934997N/AN/AN/A12/31/202534,4091,1428151,535N/A9/30/202533,8031,079N/AN/AN/A6/30/202533,1799161,2852,151N/A3/31/202532,4351,140N/AN/AN/A12/31/202431,6907761,1641,840N/A9/30/202431,314947N/AN/AN/A6/30/202430,7541,0494611,960N/A3/31/202429,850850N/AN/AN/A12/31/202328,893677-869771N/A9/30/202328,047571N/AN/AN/A6/30/202327,316527-853278N/A3/31/202326,618602N/AN/AN/A12/31/202226,258824-1,462304N/A9/30/202225,820798N/AN/AN/A6/30/202225,366835-664888N/A3/31/202224,983912N/AN/AN/A12/31/202124,7499664531,276N/A9/30/202124,4441,030N/AN/AN/A12/31/202023,0451,0511511,082N/A12/31/201921,548900N/AN/AN/A12/31/201817,127222N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7358の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 7358の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 7358の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 7358の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 7358の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7358の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 08:56終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31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Poppins Corporation 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。1 アナリスト機関null nullDaiwa Securities Co. Ltd.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: JP¥49.87 (vs JP¥64.83 in 1Q 2025)First quarter 2026 results: EPS: JP¥49.87 (down from JP¥64.83 in 1Q 2025). Revenue: JP¥9.13b (up 6.1% from 1Q 2025). Net income: JP¥487.0m (down 23% from 1Q 2025). Profit margin: 5.3% (down from 7.3% 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 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 16Full year 2025 earnings released: EPS: JP¥117 (vs JP¥79.74 in FY 2024)Full year 2025 results: EPS: JP¥117 (up from JP¥79.74 in FY 2024). Revenue: JP¥34.4b (up 8.6% from FY 2024). Net income: JP¥1.14b (up 47% from FY 2024). Profit margin: 3.3% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 13Poppins Corporation, Annual General Meeting, Mar 27, 2026Poppins Corporation, Annual General Meeting, Mar 27, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: JP¥25.32 (vs JP¥8.63 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.32 (up from JP¥8.63 in 3Q 2024). Revenue: JP¥8.42b (up 8.0% from 3Q 2024). Net income: JP¥247.0m (up 194% from 3Q 2024). Profit margin: 2.9% (up from 1.1% 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 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Sep 27Poppins Corporation to Report Q3, 2025 Results on Nov 12, 2025Poppins Corporation announced that they will report Q3, 2025 results on Nov 12, 2025
分析記事 • Aug 22There May Be Some Bright Spots In Poppins' (TSE:7358) EarningsThe market for Poppins Corporation's ( TSE:7358 ) shares didn't move much after it posted weak earnings recently. We...
Reported Earnings • Aug 09Second quarter 2025 earnings released: JP¥2.67 loss per share (vs JP¥20.36 profit in 2Q 2024)Second quarter 2025 results: JP¥2.67 loss per share (down from JP¥20.36 profit in 2Q 2024). Revenue: JP¥8.61b (up 9.5% from 2Q 2024). Net loss: JP¥26.0m (down 113% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Aug 08Poppins Corporation to Report Q2, 2025 Results on Aug 08, 2025Poppins Corporation announced that they will report Q2, 2025 results on Aug 08, 2025
Board Change • Jul 09Less 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. Outside Independent Director Masahide Kamachi was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 18First quarter 2025 earnings released: EPS: JP¥64.83 (vs JP¥27.56 in 1Q 2024)First quarter 2025 results: EPS: JP¥64.83 (up from JP¥27.56 in 1Q 2024). Revenue: JP¥8.61b (up 9.5% from 1Q 2024). Net income: JP¥632.0m (up 136% from 1Q 2024). Profit margin: 7.3% (up from 3.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
分析記事 • May 15Poppins Corporation's (TSE:7358) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 16.3x Poppins Corporation ( TSE:7358 ) may be sending bearish signals at...
New Risk • Apr 07New 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 5.5% 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: Major Risk Earnings have declined by 4.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥9.66b market cap, or US$66.1m).
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,203, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 36% over the past three years.
分析記事 • Mar 21Poppins (TSE:7358) May Have Issues Allocating Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
お知らせ • Mar 12Poppins Corporation to Report Q1, 2025 Results on May 14, 2025Poppins Corporation announced that they will report Q1, 2025 results on May 14, 2025
分析記事 • Feb 20We Think Poppins' (TSE:7358) Profit Is Only A Baseline For What They Can AchieveEven though Poppins Corporation's ( TSE:7358 ) recent earnings release was robust, the market didn't seem to notice...
Reported Earnings • Feb 15Full year 2024 earnings released: EPS: JP¥79.74 (vs JP¥69.75 in FY 2023)Full year 2024 results: EPS: JP¥79.74 (up from JP¥69.75 in FY 2023). Revenue: JP¥31.7b (up 9.7% from FY 2023). Net income: JP¥776.0m (up 15% from FY 2023). Profit margin: 2.4% (up from 2.3% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 13Poppins Corporation, Annual General Meeting, Mar 28, 2025Poppins Corporation, Annual General Meeting, Mar 28, 2025.
お知らせ • Jan 03Poppins Corporation to Report Fiscal Year 2024 Results on Feb 13, 2025Poppins Corporation announced that they will report fiscal year 2024 results on Feb 13, 2025
Upcoming Dividend • Dec 20Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 10 March 2025. Payout ratio is a comfortable 41% and the cash payout ratio is 84%. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.8%).
New Risk • Nov 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.2% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥13.8b market cap, or US$90.3m).
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥8.63 (vs JP¥19.16 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.63 (down from JP¥19.16 in 3Q 2023). Revenue: JP¥7.79b (up 7.7% from 3Q 2023). Net income: JP¥84.0m (down 55% from 3Q 2023). Profit margin: 1.1% (down from 2.6% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 27Poppins Corporation to Report Q3, 2024 Results on Nov 08, 2024Poppins Corporation announced that they will report Q3, 2024 results on Nov 08, 2024
分析記事 • Sep 01There's Reason For Concern Over Poppins Corporation's (TSE:7358) Massive 29% Price JumpPoppins Corporation ( TSE:7358 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: JP¥20.36 (vs JP¥0.10 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.36 (up from JP¥0.10 loss in 2Q 2023). Revenue: JP¥7.86b (up 13% from 2Q 2023). Net income: JP¥198.0m (up JP¥199.0m from 2Q 2023). Profit margin: 2.5% (up from 0% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Aug 06Now 26% overvaluedOver the last 90 days, the stock has fallen 19% to JP¥1,036. The fair value is estimated to be JP¥820, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has grown by 41%.
New Risk • Aug 05New 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 7.2% 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: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (JP¥9.18b market cap, or US$64.5m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥944, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 71% over the past three years.
分析記事 • Aug 05Returns On Capital At Poppins (TSE:7358) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
お知らせ • Aug 03Poppins Corporation to Report Q2, 2024 Results on Aug 08, 2024Poppins Corporation announced that they will report Q2, 2024 results on Aug 08, 2024
Reported Earnings • May 13First quarter 2024 earnings released: EPS: JP¥27.56 (vs JP¥9.80 in 1Q 2023)First quarter 2024 results: EPS: JP¥27.56 (up from JP¥9.80 in 1Q 2023). Revenue: JP¥7.86b (up 14% from 1Q 2023). Net income: JP¥268.0m (up 182% from 1Q 2023). Profit margin: 3.4% (up from 1.4% in 1Q 2023). The increase in margin was driven by higher revenue.
分析記事 • Mar 26Poppins (TSE:7358) Is Reinvesting At Lower Rates Of ReturnIf 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 • Mar 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,571, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 22x in the Consumer Services industry in Japan. Total loss to shareholders of 60% over the past three years.
お知らせ • Feb 28Poppins Corporation to Report Q1, 2024 Results on May 10, 2024Poppins Corporation announced that they will report Q1, 2024 results on May 10, 2024
分析記事 • Feb 27What Poppins Corporation's (TSE:7358) 27% Share Price Gain Is Not Telling YouPoppins Corporation ( TSE:7358 ) shares have had a really impressive month, gaining 27% after a shaky period...
Reported Earnings • Feb 20Full year 2023 earnings released: EPS: JP¥69.75 (vs JP¥84.97 in FY 2022)Full year 2023 results: EPS: JP¥69.75 (down from JP¥84.97 in FY 2022). Revenue: JP¥28.9b (up 10.0% from FY 2022). Net income: JP¥677.0m (down 18% from FY 2022). Profit margin: 2.3% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year whereas the company’s share price has fallen by 24% per year.
お知らせ • Feb 16Poppins Corporation, Annual General Meeting, Mar 29, 2024Poppins Corporation, Annual General Meeting, Mar 29, 2024.
New Risk • Feb 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.0% net profit margin).
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,364, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 22x in the Consumer Services industry in Japan. Total loss to shareholders of 47% over the past three years.
お知らせ • Dec 28Poppins Corporation to Report Fiscal Year 2023 Results on Feb 14, 2024Poppins Corporation announced that they will report fiscal year 2023 results on Feb 14, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥40.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 68% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.5%).
New Risk • Nov 30New 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 5.5% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥11.1b market cap, or US$74.9m).
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,141, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 20x in the Consumer Services industry in Japan. Total loss to shareholders of 31% over the past year.
Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: JP¥19.16 (vs JP¥14.64 in 3Q 2022)Third quarter 2023 results: EPS: JP¥19.16 (up from JP¥14.64 in 3Q 2022). Revenue: JP¥7.23b (up 11% from 3Q 2022). Net income: JP¥186.0m (up 31% from 3Q 2022). Profit margin: 2.6% (up from 2.2% in 3Q 2022). The increase in margin was driven by higher revenue.
お知らせ • Sep 22Poppins Corporation to Report Q3, 2023 Results on Nov 08, 2023Poppins Corporation announced that they will report Q3, 2023 results on Nov 08, 2023
New Risk • Aug 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 34% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (JP¥13.2b market cap, or US$90.9m).
Reported Earnings • Aug 09Second quarter 2023 earnings released: JP¥0.10 loss per share (vs JP¥7.63 profit in 2Q 2022)Second quarter 2023 results: JP¥0.10 loss per share (down from JP¥7.63 profit in 2Q 2022). Revenue: JP¥6.96b (up 11% from 2Q 2022). Net loss: JP¥1.00m (down 101% from profit in 2Q 2022). Profit margin: 0% (down from 1.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Services industry in Japan.
New Risk • Jul 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.1b (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.6% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (JP¥14.1b market cap, or US$99.5m).
Reported Earnings • May 10First quarter 2023 earnings released: EPS: JP¥9.80 (vs JP¥32.69 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.80 (down from JP¥32.69 in 1Q 2022). Revenue: JP¥6.90b (up 5.5% from 1Q 2022). Net income: JP¥95.0m (down 70% from 1Q 2022). Profit margin: 1.4% (down from 4.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan.
Reported Earnings • Feb 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥84.97 (down from JP¥99.62 in FY 2021). Revenue: JP¥26.3b (up 6.1% from FY 2021). Net income: JP¥824.0m (down 15% from FY 2021). Profit margin: 3.1% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Consumer Services industry in Japan.
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,975, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 20% over the past year.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.6%).
Buying Opportunity • Dec 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥1,917, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.
お知らせ • Dec 08Poppins Corporation to Report Fiscal Year 2022 Results on Feb 14, 2023Poppins Corporation announced that they will report fiscal year 2022 results on Feb 14, 2023
Buying Opportunity • Nov 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be JP¥2,125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Masaaki Yamamoto was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: JP¥14.64 (vs JP¥18.46 in 3Q 2021)Third quarter 2022 results: EPS: JP¥14.64 (down from JP¥18.46 in 3Q 2021). Revenue: JP¥6.50b (up 7.5% from 3Q 2021). Net income: JP¥142.0m (down 21% from 3Q 2021). Profit margin: 2.2% (down from 3.0% in 3Q 2021). The decrease in margin was driven by higher expenses.
お知らせ • Aug 30Poppins Corporation to Report Q3, 2022 Results on Nov 08, 2022Poppins Corporation announced that they will report Q3, 2022 results on Nov 08, 2022
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥7.63 (vs JP¥18.46 in 2Q 2021)Second quarter 2022 results: EPS: JP¥7.63 (down from JP¥18.46 in 2Q 2021). Revenue: JP¥6.26b (up 3.5% from 2Q 2021). Net income: JP¥74.0m (down 59% from 2Q 2021). Profit margin: 1.2% (down from 3.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.2%, compared to a 9.3% growth forecast for the industry in Japan.
Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: JP¥32.69 (down from JP¥39.23 in 1Q 2021). Revenue: JP¥6.54b (up 5.4% from 1Q 2021). Net income: JP¥317.0m (down 3.6% from 1Q 2021). Profit margin: 4.8% (down from 5.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 5.4%, compared to a 10% growth forecast for the industry in Japan.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Masaaki Yamamoto was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 09Poppins Corporation to Report Q1, 2022 Results on May 11, 2022Poppins Corporation announced that they will report Q1, 2022 results on May 11, 2022
お知らせ • Feb 10Poppins Holdings Inc., Annual General Meeting, Mar 30, 2022Poppins Holdings Inc., Annual General Meeting, Mar 30, 2022.
Buying Opportunity • Feb 09Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be JP¥3,115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 32% per annum over the last 3 years.
Buying Opportunity • Jan 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be JP¥3,109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 32% per annum over the last 3 years.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.0%).
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥3,670, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 21x in the Consumer Services industry in Japan.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥3,450, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 22x in the Consumer Services industry in Japan.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥3,535, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 23x in the Consumer Services industry in Japan.
Reported Earnings • Apr 04Full year 2020 earnings released: EPS JP¥127 (vs JP¥110 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥23.0b (up 6.9% from FY 2019). Net income: JP¥1.05b (up 17% from FY 2019). Profit margin: 4.6% (up from 4.2% in FY 2019). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥4,045, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 28x in the Consumer Services industry in Japan.
お知らせ • Feb 12Poppins Holdings Inc., Annual General Meeting, Mar 30, 2021Poppins Holdings Inc., Annual General Meeting, Mar 30, 2021.
Reported Earnings • Feb 11Full year 2020 earnings released: EPS JP¥127 (vs JP¥110 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥23.0b (up 6.9% from FY 2019). Net income: JP¥1.05b (up 17% from FY 2019). Profit margin: 4.6% (up from 4.2% in FY 2019). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 11%, compared to a 7.4% growth forecast for the Consumer Services industry in Japan.
お知らせ • Jan 24Poppins Holdings Inc. to Report Fiscal Year 2020 Results on Feb 09, 2021Poppins Holdings Inc. announced that they will report fiscal year 2020 results on Feb 09, 2021
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥2,859, the stock is trading at a trailing P/E ratio of 25.9x, up from the previous P/E ratio of 22.2x. This compares to an average P/E of 25x in the Consumer Services industry in Japan.
お知らせ • Dec 23Poppins Holdings Inc. has completed an IPO in the amount of ¥9.2625 billion.Poppins Holdings Inc. has completed an IPO in the amount of ¥9.2625 billion. Security Name: Common stock Security Type: Common Stock Securities Offered: 3,250,000 Price\Range: ¥2850 Discount Per Security: ¥171