Decollte Holdings（7372）株式概要デコルテホールディングスは子会社を通じて、主に日本でフォトスタジオ事業を行っている。 詳細7372 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長4/6過去の実績3/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より87.9%で取引されている 収益は年間31.28%増加すると予測されています 過去1年間で収益は134.5%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析財務結果に影響を与える大きな一時的項目 意味のある時価総額がありません ( ¥2B )すべてのリスクチェックを見る7372 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥370.000.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture010b2016201920222025202620282031Revenue JP¥9.9bEarnings JP¥419.7mAdvancedSet Fair ValueView all narrativesDecollte Holdings Corporation 競合他社CaSySymbol: TSE:9215Market cap: JP¥1.7bRVHSymbol: TSE:6786Market cap: JP¥1.3bFureasuLtdSymbol: TSE:7062Market cap: JP¥2.0bBrassSymbol: TSE:2424Market cap: JP¥3.2b価格と性能株価の高値、安値、推移の概要Decollte Holdings過去の株価現在の株価JP¥370.0052週高値JP¥491.0052週安値JP¥300.00ベータ-0.251ヶ月の変化2.49%3ヶ月変化-2.63%1年変化22.52%3年間の変化-53.46%5年間の変化n/aIPOからの変化-72.26%最新ニュースReported Earnings • May 14Second quarter 2026 earnings released: JP¥12.85 loss per share (vs JP¥31.24 loss in 2Q 2025)Second quarter 2026 results: JP¥12.85 loss per share (improved from JP¥31.24 loss in 2Q 2025). Revenue: JP¥1.21b (up 6.8% from 2Q 2025). Net loss: JP¥66.0m (loss narrowed 59% from 2Q 2025). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Apr 24Decollte Holdings Corporation (TSE:7372) agreed to acquire Emu, K.K. from Toshihiro Kawada for ¥740 million.Decollte Holdings Corporation (TSE:7372) agreed to acquire Emu, K.K. from Toshihiro Kawada for ¥740 million on April 22, 2026. For the period ending July 31, 2025, Emu, K.K. reported total revenue of ¥723.48 million, operating loss of ¥4.09 million and net income of ¥8.18 million. As of July 31, 2025, Emu, K.K. reported total assets of ¥816.86 million and total common equity of ¥632.71 million. The expected completion of the transaction is April 30, 2026.分析記事 • Feb 12We Think Decollte Holdings' (TSE:7372) Profit Is Only A Baseline For What They Can AchieveDecollte Holdings Corporation's ( TSE:7372 ) earnings announcement last week was disappointing for investors, despite...Reported Earnings • Feb 07First quarter 2026 earnings released: EPS: JP¥55.39 (vs JP¥50.51 in 1Q 2025)First quarter 2026 results: EPS: JP¥55.39 (up from JP¥50.51 in 1Q 2025). Revenue: JP¥1.96b (up 6.1% from 1Q 2025). Net income: JP¥284.0m (up 10% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.お知らせ • Jan 06+ 2 more updatesDecollte Holdings Corporation to Report Q1, 2026 Results on Feb 05, 2026Decollte Holdings Corporation announced that they will report Q1, 2026 results on Feb 05, 2026New Risk • Dec 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 42% 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 Risks Share price has been highly volatile over the past 3 months (9.9% average weekly change). Earnings have declined by 28% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.05b market cap, or US$13.1m).最新情報をもっと見るRecent updatesReported Earnings • May 14Second quarter 2026 earnings released: JP¥12.85 loss per share (vs JP¥31.24 loss in 2Q 2025)Second quarter 2026 results: JP¥12.85 loss per share (improved from JP¥31.24 loss in 2Q 2025). Revenue: JP¥1.21b (up 6.8% from 2Q 2025). Net loss: JP¥66.0m (loss narrowed 59% from 2Q 2025). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Apr 24Decollte Holdings Corporation (TSE:7372) agreed to acquire Emu, K.K. from Toshihiro Kawada for ¥740 million.Decollte Holdings Corporation (TSE:7372) agreed to acquire Emu, K.K. from Toshihiro Kawada for ¥740 million on April 22, 2026. For the period ending July 31, 2025, Emu, K.K. reported total revenue of ¥723.48 million, operating loss of ¥4.09 million and net income of ¥8.18 million. As of July 31, 2025, Emu, K.K. reported total assets of ¥816.86 million and total common equity of ¥632.71 million. The expected completion of the transaction is April 30, 2026.分析記事 • Feb 12We Think Decollte Holdings' (TSE:7372) Profit Is Only A Baseline For What They Can AchieveDecollte Holdings Corporation's ( TSE:7372 ) earnings announcement last week was disappointing for investors, despite...Reported Earnings • Feb 07First quarter 2026 earnings released: EPS: JP¥55.39 (vs JP¥50.51 in 1Q 2025)First quarter 2026 results: EPS: JP¥55.39 (up from JP¥50.51 in 1Q 2025). Revenue: JP¥1.96b (up 6.1% from 1Q 2025). Net income: JP¥284.0m (up 10% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.お知らせ • Jan 06+ 2 more updatesDecollte Holdings Corporation to Report Q1, 2026 Results on Feb 05, 2026Decollte Holdings Corporation announced that they will report Q1, 2026 results on Feb 05, 2026New Risk • Dec 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 42% 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 Risks Share price has been highly volatile over the past 3 months (9.9% average weekly change). Earnings have declined by 28% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.05b market cap, or US$13.1m).Reported Earnings • Dec 25Full year 2025 earnings released: EPS: JP¥28.32 (vs JP¥20.77 in FY 2024)Full year 2025 results: EPS: JP¥28.32 (up from JP¥20.77 in FY 2024). Revenue: JP¥6.05b (up 8.2% from FY 2024). Net income: JP¥145.0m (up 37% from FY 2024). Profit margin: 2.4% (up from 1.9% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.お知らせ • Dec 19IBJ, Inc. (TSE:6071) completed the acquisition of an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others.IBJ, Inc. (TSE:6071) proposed to acquire an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others for approximately ¥460 million on November 12, 2025. A cash consideration valued at ¥527 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 50.10% stake in Decollte Holdings Corporation. At the time of the Tender Offer, the IBJ, Inc concluded a tender offer agreement, with the second largest shareholder of Decollte Holdings Corporation , Kenichiro Kobayashi (number of shares owned: 280,000 shares; shareholding ratio: 5.46%) and agreed on the tendering of all of Decollte Holdings Corporation Shares held by Kobayashi. IBJ, Inc. is conducting a tender offer for shares of Decollte Holdings Corporation, if IBJ, Inc. fails to acquire a majority of the voting rights through the tender offer, it plans to acquire additional shares via in-market acquisition or third-party allocation to secure a majority. Additionally, IBJ, Inc. intends to dispatch a director to Decollte Holdings Corporation and will request the company to propose the appointment of its nominated officer as a director during the 9th Annual General Meeting of Shareholders in December 2025. The tender offer stipulates that if fewer than 361,000 shares are tendered, none will be purchased, while if the number exceeds 878,900 shares, purchases will be subject to proportional distribution. The transaction is subject to minimum tender. The expected completion of the transaction is December 18, 2025. IBJ, Inc. (TSE:6071) completed the acquisition of an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others on December 18, 2025. Commencement date of the settlement of the Tender Offer will be on December 25, 2025.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥401, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 62% over the past three years.分析記事 • Dec 07Earnings Not Telling The Story For Decollte Holdings Corporation (TSE:7372) After Shares Rise 25%Decollte Holdings Corporation ( TSE:7372 ) shares have had a really impressive month, gaining 25% after a shaky period...Board Change • Nov 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Youhei Matsuoka was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 08Full year 2025 earnings released: EPS: JP¥28.31 (vs JP¥20.77 in FY 2024)Full year 2025 results: EPS: JP¥28.31 (up from JP¥20.77 in FY 2024). Revenue: JP¥6.05b (up 8.2% from FY 2024). Net income: JP¥145.0m (up 37% from FY 2024). Profit margin: 2.4% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.分析記事 • Nov 07Is Decollte Holdings (TSE:7372) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥366, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 72% over the past three years.お知らせ • Nov 06Decollte Holdings Corporation, Annual General Meeting, Dec 23, 2025Decollte Holdings Corporation, Annual General Meeting, Dec 23, 2025.分析記事 • Oct 02Returns On Capital Signal Tricky Times Ahead For Decollte Holdings (TSE:7372)There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...お知らせ • Sep 05Decollte Holdings Corporation to Report Fiscal Year 2025 Results on Nov 06, 2025Decollte Holdings Corporation announced that they will report fiscal year 2025 results on Nov 06, 2025分析記事 • Aug 12Shareholders Will Be Pleased With The Quality of Decollte Holdings' (TSE:7372) EarningsTSE:7372 1 Year Share Price vs Fair Value Explore Decollte Holdings's Fair Values from the Community and select yours...Reported Earnings • Aug 07Third quarter 2025 earnings released: EPS: JP¥28.07 (vs JP¥8.61 in 3Q 2024)Third quarter 2025 results: EPS: JP¥28.07 (up from JP¥8.61 in 3Q 2024). Revenue: JP¥1.68b (up 12% from 3Q 2024). Net income: JP¥144.0m (up 227% from 3Q 2024). Profit margin: 8.6% (up from 2.9% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥434, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 58% over the past three years.分析記事 • Jul 28Decollte Holdings Corporation's (TSE:7372) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 15.8x Decollte Holdings Corporation ( TSE:7372 ) may be sending bearish...New Risk • Jun 24New 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 25% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥1.55b market cap, or US$10.7m).お知らせ • Jun 03Decollte Holdings Corporation to Report Q3, 2025 Results on Aug 05, 2025Decollte Holdings Corporation announced that they will report Q3, 2025 results on Aug 05, 2025Reported Earnings • May 09Second quarter 2025 earnings released: JP¥31.23 loss per share (vs JP¥25.07 loss in 2Q 2024)Second quarter 2025 results: JP¥31.23 loss per share (further deteriorated from JP¥25.07 loss in 2Q 2024). Revenue: JP¥1.13b (up 15% from 2Q 2024). Net loss: JP¥160.0m (loss widened 25% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.お知らせ • Apr 26BJ, Inc. (TSE:6071) acquired additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm.IBJ, Inc. (TSE:6071) signed a letter of intent to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm for approximately ¥610 million on April 3, 2025. IBJ, Inc. (TSE:6071) signed Capital and Business Alliance Agreement to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm on April 25, 2025.A cash consideration valued at ¥450 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 29.81% stake in Decollte Holdings Corporation and MIXI will continue to own 3.14% stake in Decollte Holdings Corporation. BJ, Inc. (TSE:6071) completed the acquisition of additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm on April 25, 2025.New Risk • Apr 15New major risk - Revenue and earnings growthEarnings have declined by 21% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (JP¥1.46b market cap, or US$10.2m).分析記事 • Apr 09These 4 Measures Indicate That Decollte Holdings (TSE:7372) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...New Risk • Apr 07New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.34b (US$9.15m) This is considered a major 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: Major Risk Market cap is less than US$10m (JP¥1.34b market cap, or US$9.15m). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥252, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 76% over the past three years.お知らせ • Mar 07Decollte Holdings Corporation to Report Q2, 2025 Results on May 08, 2025Decollte Holdings Corporation announced that they will report Q2, 2025 results on May 08, 2025New Risk • Feb 27New 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 5.2% 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: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (JP¥1.79b market cap, or US$11.9m).Reported Earnings • Feb 07First quarter 2025 earnings released: EPS: JP¥50.51 (vs JP¥43.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥50.51 (up from JP¥43.15 in 1Q 2024). Revenue: JP¥1.85b (up 2.5% from 1Q 2024). Net income: JP¥258.0m (up 17% from 1Q 2024). Profit margin: 14% (up from 12% in 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥330, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 67% over the past three years.分析記事 • Feb 05It's A Story Of Risk Vs Reward With Decollte Holdings Corporation (TSE:7372)Decollte Holdings Corporation's ( TSE:7372 ) price-to-sales (or "P/S") ratio of 0.3x may look like a pretty appealing...New Risk • Dec 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% 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 Market cap is less than US$10m (JP¥1.32b market cap, or US$8.35m). Minor Risks High level of debt (47% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).お知らせ • Nov 30Decollte Holdings Corporation to Report Q1, 2025 Results on Feb 05, 2025Decollte Holdings Corporation announced that they will report Q1, 2025 results on Feb 05, 2025Buy Or Sell Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥282. The fair value is estimated to be JP¥355, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.Reported Earnings • Nov 08Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥20.76 (down from JP¥96.51 in FY 2023). Revenue: JP¥5.59b (down 4.5% from FY 2023). Net income: JP¥106.0m (down 79% from FY 2023). Profit margin: 1.9% (down from 8.4% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 167%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year whereas the company’s share price has fallen by 36% per year.お知らせ • Nov 05Decollte Holdings Corporation, Annual General Meeting, Dec 19, 2024Decollte Holdings Corporation, Annual General Meeting, Dec 19, 2024.New Risk • Oct 23New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.53b (US$9.99m) This is considered a major 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: Major Risk Market cap is less than US$10m (JP¥1.53b market cap, or US$9.99m). Minor Risks High level of debt (45% net debt to equity). Share price has been volatile over the past 3 months (9.3% average weekly change). Profit margins are more than 30% lower than last year (3.0% net profit margin).お知らせ • Aug 29Decollte Holdings Corporation to Report Fiscal Year 2024 Results on Nov 05, 2024Decollte Holdings Corporation announced that they will report fiscal year 2024 results on Nov 05, 2024New Risk • Aug 05New 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 8.1% 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 Risks Share price has been highly volatile over the past 3 months (8.1% average weekly change). Earnings are forecast to decline by an average of 5.3% per year for the foreseeable future. Market cap is less than US$10m (JP¥1.38b market cap, or US$9.67m). Minor Risks High level of debt (46% net debt to equity). Profit margins are more than 30% lower than last year (4.4% net profit margin).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to JP¥270, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total loss to shareholders of 81% over the past three years.分析記事 • Aug 02These 4 Measures Indicate That Decollte Holdings (TSE:7372) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥412, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 53% over the past year.Major Estimate Revision • May 14Consensus EPS estimates fall by 89%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥6.14b to JP¥5.60b. EPS estimate also fell from JP¥70.60 per share to JP¥7.80 per share. Net income forecast to shrink 76% next year vs 8.5% growth forecast for Consumer Services industry in Japan . Consensus price target down from JP¥600 to JP¥450. Share price fell 16% to JP¥412 over the past week.分析記事 • May 10Earnings Update: Decollte Holdings Corporation (TSE:7372) Just Reported And Analysts Are Trimming Their ForecastsIt's been a mediocre week for Decollte Holdings Corporation ( TSE:7372 ) shareholders, with the stock dropping 15% to...Reported Earnings • May 08Second quarter 2024 earnings released: JP¥25.26 loss per share (vs JP¥0.98 loss in 2Q 2023)Second quarter 2024 results: JP¥25.26 loss per share (further deteriorated from JP¥0.98 loss in 2Q 2023). Revenue: JP¥985.0m (down 14% from 2Q 2023). Net loss: JP¥129.0m (loss widened JP¥124.0m from 2Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Services industry in Japan.分析記事 • Mar 22Is Decollte Holdings (TSE:7372) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Board Change • Mar 12Less 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 Sho Okuyama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 07First quarter 2024 earnings released: EPS: JP¥43.15 (vs JP¥66.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥43.15 (down from JP¥66.89 in 1Q 2023). Revenue: JP¥1.81b (flat on 1Q 2023). Net income: JP¥220.0m (down 36% from 1Q 2023). Profit margin: 12% (down from 19% in 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Services industry in Japan.Reported Earnings • Dec 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥96.51 (down from JP¥190 in FY 2022). Revenue: JP¥5.85b (up 10.0% from FY 2022). Net income: JP¥492.0m (down 52% from FY 2022). Profit margin: 8.4% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan.Major Estimate Revision • Dec 22Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥7.63b to JP¥6.47b. EPS estimate fell from JP¥122 to JP¥96.10 per share. Net income forecast to shrink 0.4% next year vs 22% growth forecast for Consumer Services industry in Japan . Consensus price target down from JP¥1,500 to JP¥1,100. Share price fell 2.6% to JP¥516 over the past week.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥561, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 56% over the past year.お知らせ • Nov 30+ 2 more updatesDecollte Holdings Corporation to Report Q2, 2024 Results on May 07, 2024Decollte Holdings Corporation announced that they will report Q2, 2024 results on May 07, 2024Reported Earnings • Nov 07Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥96.51 (down from JP¥190 in FY 2022). Revenue: JP¥5.85b (up 10.0% from FY 2022). Net income: JP¥492.0m (down 52% from FY 2022). Profit margin: 8.4% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Consumer Services industry in Japan.New Risk • Oct 06New 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 5.9% 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 High level of debt (43% net debt to equity). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin). Market cap is less than US$100m (JP¥3.74b market cap, or US$25.2m).New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin). Market cap is less than US$100m (JP¥3.72b market cap, or US$25.9m).Reported Earnings • Aug 08Third quarter 2023 earnings released: EPS: JP¥23.93 (vs JP¥44.35 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.93 (down from JP¥44.35 in 3Q 2022). Revenue: JP¥1.53b (up 2.5% from 3Q 2022). Net income: JP¥122.0m (down 46% from 3Q 2022). Profit margin: 8.0% (down from 15% in 3Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Services industry in Japan.お知らせ • Jun 28Decollte Holdings Corporation to Report Q3, 2023 Results on Aug 04, 2023Decollte Holdings Corporation announced that they will report Q3, 2023 results on Aug 04, 2023Reported Earnings • May 10Second quarter 2023 earnings released: JP¥1.18 loss per share (vs JP¥52.56 profit in 2Q 2022)Second quarter 2023 results: JP¥1.18 loss per share (down from JP¥52.56 profit in 2Q 2022). Revenue: JP¥1.15b (up 11% from 2Q 2022). Net loss: JP¥6.00m (down 102% from profit in 2Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,048, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Consumer Services industry in Japan. Negligible returns to shareholders over past year.Reported Earnings • Feb 04First quarter 2023 earnings released: EPS: JP¥66.89 (vs JP¥53.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥66.89 (up from JP¥53.10 in 1Q 2022). Revenue: JP¥1.82b (up 17% from 1Q 2022). Net income: JP¥341.0m (up 13% from 1Q 2022). Profit margin: 19% (in line with 1Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan.Reported Earnings • Dec 28Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥190 (up from JP¥91.54 in FY 2021). Revenue: JP¥5.32b (up 16% from FY 2021). Net income: JP¥1.02b (up 98% from FY 2021). Profit margin: 19% (up from 11% in FY 2021). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Consumer Services industry in Japan.お知らせ • Dec 04Decollte Holdings Corporation to Report Q1, 2023 Results on Feb 03, 2023Decollte Holdings Corporation announced that they will report Q1, 2023 results on Feb 03, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 06Decollte Holdings Corporation, Annual General Meeting, Dec 22, 2022Decollte Holdings Corporation, Annual General Meeting, Dec 22, 2022.Reported Earnings • Nov 06Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥190 (up from JP¥91.54 in FY 2021). Revenue: JP¥5.32b (up 16% from FY 2021). Net income: JP¥1.02b (up 98% from FY 2021). Profit margin: 19% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Consumer Services industry in Japan.お知らせ • Sep 01Decollte Holdings Corporation to Report Fiscal Year 2022 Results on Nov 04, 2022Decollte Holdings Corporation announced that they will report fiscal year 2022 results on Nov 04, 2022Reported Earnings • Aug 05Third quarter 2022 earnings released: EPS: JP¥44.53 (vs JP¥5.62 in 3Q 2021)Third quarter 2022 results: EPS: JP¥44.53 (up from JP¥5.62 in 3Q 2021). Revenue: JP¥1.49b (up 48% from 3Q 2021). Net income: JP¥228.0m (up JP¥196.0m from 3Q 2021). Profit margin: 15% (up from 3.2% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 34%, compared to a 7.9% growth forecast for the industry in Japan.Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,008, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Consumer Services industry in Japan.お知らせ • May 29Decollte Holdings Corporation to Report Q3, 2022 Results on Aug 04, 2022Decollte Holdings Corporation announced that they will report Q3, 2022 results on Aug 04, 2022Reported Earnings • May 11Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥52.53. Revenue: JP¥1.03b (flat on 2Q 2021). Net income: JP¥291.0m (up JP¥291.0m from 2Q 2021). Profit margin: 28% (up from null in 2Q 2021). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) exceeded analyst estimates by 22%. Over the next year, revenue is forecast to grow 30%, compared to a 10% growth forecast for the industry in Japan.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥814, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Consumer Services industry in Japan.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Decollte Holdings Corporation to Report Q2, 2022 Results on May 10, 2022Decollte Holdings Corporation announced that they will report Q2, 2022 results on May 10, 2022Reported Earnings • Feb 07First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: JP¥53.09. Revenue: JP¥1.55b (flat on 1Q 2021). Net income: JP¥301.0m (up JP¥301.0m from 1Q 2021). Profit margin: 19% (up from null in 1Q 2021). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) exceeded analyst estimates by 22%.Reported Earnings • Nov 05Full year 2021 earnings released: EPS JP¥91.54 (vs JP¥36.43 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥4.59b (up 25% from FY 2020). Net income: JP¥515.0m (up 153% from FY 2020). Profit margin: 11% (up from 5.6% in FY 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,263, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 21x in the Consumer Services industry in Japan.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 38% share price gain to JP¥1,329, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 23x in the Consumer Services industry in Japan.お知らせ • Jun 23Decollte Holdings Corporation has completed an IPO in the amount of ¥6.323752 billion.Decollte Holdings Corporation has completed an IPO in the amount of ¥6.323752 billion. Security Name: Common Shares Security Type: Common Stock Securities Offered: 3,676,600 Price\Range: ¥1720 Discount Per Security: ¥137.6 Transaction Features: Sponsor Backed Offering株主還元7372JP Consumer ServicesJP 市場7D-2.6%-3.1%2.2%1Y22.5%7.6%43.6%株主還元を見る業界別リターン: 7372過去 1 年間で7.6 % の収益を上げたJP Consumer Services業界を上回りました。リターン対市場: 7372は、過去 1 年間で43.6 % のリターンを上げたJP市場を下回りました。価格変動Is 7372's price volatile compared to industry and market?7372 volatility7372 Average Weekly Movement3.9%Consumer Services Industry Average Movement4.0%Market Average Movement4.8%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.5%安定した株価: 7372 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7372の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2001469Kenji Araiwww.decollte.co.jpデコルテホールディングスは子会社を通じて、主に日本でフォトスタジオ事業を行っている。スタジオアクア」、「スタジオTVB」、「スタジオエイト」、「スタジオアン」、「スタジオサンズ」、「スタジオソラ」のブランド名でウェディングフォトスタジオを、「ハピスタ」のブランド名でアニバーサリーフォトスタジオを運営している。また、「Forty Minutes」ブランドでフィットネスジムも運営している。同社は2001年に設立され、神戸に本社を置く。株式会社デコルテホールディングスは株式会社IBJの子会社として運営されている。もっと見るDecollte Holdings Corporation 基礎のまとめDecollte Holdings の収益と売上を時価総額と比較するとどうか。7372 基礎統計学時価総額JP¥1.90b収益（TTM）JP¥265.00m売上高(TTM)JP¥6.24b7.2xPER（株価収益率0.3xP/Sレシオ7372 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計7372 損益計算書（TTM）収益JP¥6.24b売上原価JP¥3.99b売上総利益JP¥2.25bその他の費用JP¥1.99b収益JP¥265.00m直近の収益報告Mar 31, 2026次回決算日Aug 12, 2026一株当たり利益（EPS）51.56グロス・マージン36.08%純利益率4.25%有利子負債／自己資本比率38.8%7372 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/04 16:46終値2026/06/04 00:00収益2026/03/31年間収益2025/09/30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Decollte Holdings Corporation 1 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。2 アナリスト機関Satoru SekineDaiwa Securities Co. Ltd.Yuichi MurakiThe Stock Research Center
Reported Earnings • May 14Second quarter 2026 earnings released: JP¥12.85 loss per share (vs JP¥31.24 loss in 2Q 2025)Second quarter 2026 results: JP¥12.85 loss per share (improved from JP¥31.24 loss in 2Q 2025). Revenue: JP¥1.21b (up 6.8% from 2Q 2025). Net loss: JP¥66.0m (loss narrowed 59% from 2Q 2025). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 24Decollte Holdings Corporation (TSE:7372) agreed to acquire Emu, K.K. from Toshihiro Kawada for ¥740 million.Decollte Holdings Corporation (TSE:7372) agreed to acquire Emu, K.K. from Toshihiro Kawada for ¥740 million on April 22, 2026. For the period ending July 31, 2025, Emu, K.K. reported total revenue of ¥723.48 million, operating loss of ¥4.09 million and net income of ¥8.18 million. As of July 31, 2025, Emu, K.K. reported total assets of ¥816.86 million and total common equity of ¥632.71 million. The expected completion of the transaction is April 30, 2026.
分析記事 • Feb 12We Think Decollte Holdings' (TSE:7372) Profit Is Only A Baseline For What They Can AchieveDecollte Holdings Corporation's ( TSE:7372 ) earnings announcement last week was disappointing for investors, despite...
Reported Earnings • Feb 07First quarter 2026 earnings released: EPS: JP¥55.39 (vs JP¥50.51 in 1Q 2025)First quarter 2026 results: EPS: JP¥55.39 (up from JP¥50.51 in 1Q 2025). Revenue: JP¥1.96b (up 6.1% from 1Q 2025). Net income: JP¥284.0m (up 10% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 06+ 2 more updatesDecollte Holdings Corporation to Report Q1, 2026 Results on Feb 05, 2026Decollte Holdings Corporation announced that they will report Q1, 2026 results on Feb 05, 2026
New Risk • Dec 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 42% 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 Risks Share price has been highly volatile over the past 3 months (9.9% average weekly change). Earnings have declined by 28% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.05b market cap, or US$13.1m).
Reported Earnings • May 14Second quarter 2026 earnings released: JP¥12.85 loss per share (vs JP¥31.24 loss in 2Q 2025)Second quarter 2026 results: JP¥12.85 loss per share (improved from JP¥31.24 loss in 2Q 2025). Revenue: JP¥1.21b (up 6.8% from 2Q 2025). Net loss: JP¥66.0m (loss narrowed 59% from 2Q 2025). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 24Decollte Holdings Corporation (TSE:7372) agreed to acquire Emu, K.K. from Toshihiro Kawada for ¥740 million.Decollte Holdings Corporation (TSE:7372) agreed to acquire Emu, K.K. from Toshihiro Kawada for ¥740 million on April 22, 2026. For the period ending July 31, 2025, Emu, K.K. reported total revenue of ¥723.48 million, operating loss of ¥4.09 million and net income of ¥8.18 million. As of July 31, 2025, Emu, K.K. reported total assets of ¥816.86 million and total common equity of ¥632.71 million. The expected completion of the transaction is April 30, 2026.
分析記事 • Feb 12We Think Decollte Holdings' (TSE:7372) Profit Is Only A Baseline For What They Can AchieveDecollte Holdings Corporation's ( TSE:7372 ) earnings announcement last week was disappointing for investors, despite...
Reported Earnings • Feb 07First quarter 2026 earnings released: EPS: JP¥55.39 (vs JP¥50.51 in 1Q 2025)First quarter 2026 results: EPS: JP¥55.39 (up from JP¥50.51 in 1Q 2025). Revenue: JP¥1.96b (up 6.1% from 1Q 2025). Net income: JP¥284.0m (up 10% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 06+ 2 more updatesDecollte Holdings Corporation to Report Q1, 2026 Results on Feb 05, 2026Decollte Holdings Corporation announced that they will report Q1, 2026 results on Feb 05, 2026
New Risk • Dec 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 42% 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 Risks Share price has been highly volatile over the past 3 months (9.9% average weekly change). Earnings have declined by 28% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.05b market cap, or US$13.1m).
Reported Earnings • Dec 25Full year 2025 earnings released: EPS: JP¥28.32 (vs JP¥20.77 in FY 2024)Full year 2025 results: EPS: JP¥28.32 (up from JP¥20.77 in FY 2024). Revenue: JP¥6.05b (up 8.2% from FY 2024). Net income: JP¥145.0m (up 37% from FY 2024). Profit margin: 2.4% (up from 1.9% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 19IBJ, Inc. (TSE:6071) completed the acquisition of an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others.IBJ, Inc. (TSE:6071) proposed to acquire an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others for approximately ¥460 million on November 12, 2025. A cash consideration valued at ¥527 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 50.10% stake in Decollte Holdings Corporation. At the time of the Tender Offer, the IBJ, Inc concluded a tender offer agreement, with the second largest shareholder of Decollte Holdings Corporation , Kenichiro Kobayashi (number of shares owned: 280,000 shares; shareholding ratio: 5.46%) and agreed on the tendering of all of Decollte Holdings Corporation Shares held by Kobayashi. IBJ, Inc. is conducting a tender offer for shares of Decollte Holdings Corporation, if IBJ, Inc. fails to acquire a majority of the voting rights through the tender offer, it plans to acquire additional shares via in-market acquisition or third-party allocation to secure a majority. Additionally, IBJ, Inc. intends to dispatch a director to Decollte Holdings Corporation and will request the company to propose the appointment of its nominated officer as a director during the 9th Annual General Meeting of Shareholders in December 2025. The tender offer stipulates that if fewer than 361,000 shares are tendered, none will be purchased, while if the number exceeds 878,900 shares, purchases will be subject to proportional distribution. The transaction is subject to minimum tender. The expected completion of the transaction is December 18, 2025. IBJ, Inc. (TSE:6071) completed the acquisition of an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others on December 18, 2025. Commencement date of the settlement of the Tender Offer will be on December 25, 2025.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥401, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 62% over the past three years.
分析記事 • Dec 07Earnings Not Telling The Story For Decollte Holdings Corporation (TSE:7372) After Shares Rise 25%Decollte Holdings Corporation ( TSE:7372 ) shares have had a really impressive month, gaining 25% after a shaky period...
Board Change • Nov 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Youhei Matsuoka was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 08Full year 2025 earnings released: EPS: JP¥28.31 (vs JP¥20.77 in FY 2024)Full year 2025 results: EPS: JP¥28.31 (up from JP¥20.77 in FY 2024). Revenue: JP¥6.05b (up 8.2% from FY 2024). Net income: JP¥145.0m (up 37% from FY 2024). Profit margin: 2.4% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 07Is Decollte Holdings (TSE:7372) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥366, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 72% over the past three years.
お知らせ • Nov 06Decollte Holdings Corporation, Annual General Meeting, Dec 23, 2025Decollte Holdings Corporation, Annual General Meeting, Dec 23, 2025.
分析記事 • Oct 02Returns On Capital Signal Tricky Times Ahead For Decollte Holdings (TSE:7372)There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
お知らせ • Sep 05Decollte Holdings Corporation to Report Fiscal Year 2025 Results on Nov 06, 2025Decollte Holdings Corporation announced that they will report fiscal year 2025 results on Nov 06, 2025
分析記事 • Aug 12Shareholders Will Be Pleased With The Quality of Decollte Holdings' (TSE:7372) EarningsTSE:7372 1 Year Share Price vs Fair Value Explore Decollte Holdings's Fair Values from the Community and select yours...
Reported Earnings • Aug 07Third quarter 2025 earnings released: EPS: JP¥28.07 (vs JP¥8.61 in 3Q 2024)Third quarter 2025 results: EPS: JP¥28.07 (up from JP¥8.61 in 3Q 2024). Revenue: JP¥1.68b (up 12% from 3Q 2024). Net income: JP¥144.0m (up 227% from 3Q 2024). Profit margin: 8.6% (up from 2.9% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥434, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 58% over the past three years.
分析記事 • Jul 28Decollte Holdings Corporation's (TSE:7372) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 15.8x Decollte Holdings Corporation ( TSE:7372 ) may be sending bearish...
New Risk • Jun 24New 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 25% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥1.55b market cap, or US$10.7m).
お知らせ • Jun 03Decollte Holdings Corporation to Report Q3, 2025 Results on Aug 05, 2025Decollte Holdings Corporation announced that they will report Q3, 2025 results on Aug 05, 2025
Reported Earnings • May 09Second quarter 2025 earnings released: JP¥31.23 loss per share (vs JP¥25.07 loss in 2Q 2024)Second quarter 2025 results: JP¥31.23 loss per share (further deteriorated from JP¥25.07 loss in 2Q 2024). Revenue: JP¥1.13b (up 15% from 2Q 2024). Net loss: JP¥160.0m (loss widened 25% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 26BJ, Inc. (TSE:6071) acquired additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm.IBJ, Inc. (TSE:6071) signed a letter of intent to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm for approximately ¥610 million on April 3, 2025. IBJ, Inc. (TSE:6071) signed Capital and Business Alliance Agreement to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm on April 25, 2025.A cash consideration valued at ¥450 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 29.81% stake in Decollte Holdings Corporation and MIXI will continue to own 3.14% stake in Decollte Holdings Corporation. BJ, Inc. (TSE:6071) completed the acquisition of additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm on April 25, 2025.
New Risk • Apr 15New major risk - Revenue and earnings growthEarnings have declined by 21% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (JP¥1.46b market cap, or US$10.2m).
分析記事 • Apr 09These 4 Measures Indicate That Decollte Holdings (TSE:7372) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
New Risk • Apr 07New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.34b (US$9.15m) This is considered a major 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: Major Risk Market cap is less than US$10m (JP¥1.34b market cap, or US$9.15m). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥252, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 76% over the past three years.
お知らせ • Mar 07Decollte Holdings Corporation to Report Q2, 2025 Results on May 08, 2025Decollte Holdings Corporation announced that they will report Q2, 2025 results on May 08, 2025
New Risk • Feb 27New 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 5.2% 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: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (JP¥1.79b market cap, or US$11.9m).
Reported Earnings • Feb 07First quarter 2025 earnings released: EPS: JP¥50.51 (vs JP¥43.15 in 1Q 2024)First quarter 2025 results: EPS: JP¥50.51 (up from JP¥43.15 in 1Q 2024). Revenue: JP¥1.85b (up 2.5% from 1Q 2024). Net income: JP¥258.0m (up 17% from 1Q 2024). Profit margin: 14% (up from 12% in 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥330, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 67% over the past three years.
分析記事 • Feb 05It's A Story Of Risk Vs Reward With Decollte Holdings Corporation (TSE:7372)Decollte Holdings Corporation's ( TSE:7372 ) price-to-sales (or "P/S") ratio of 0.3x may look like a pretty appealing...
New Risk • Dec 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% 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 Market cap is less than US$10m (JP¥1.32b market cap, or US$8.35m). Minor Risks High level of debt (47% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).
お知らせ • Nov 30Decollte Holdings Corporation to Report Q1, 2025 Results on Feb 05, 2025Decollte Holdings Corporation announced that they will report Q1, 2025 results on Feb 05, 2025
Buy Or Sell Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥282. The fair value is estimated to be JP¥355, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.
Reported Earnings • Nov 08Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥20.76 (down from JP¥96.51 in FY 2023). Revenue: JP¥5.59b (down 4.5% from FY 2023). Net income: JP¥106.0m (down 79% from FY 2023). Profit margin: 1.9% (down from 8.4% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 167%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year whereas the company’s share price has fallen by 36% per year.
お知らせ • Nov 05Decollte Holdings Corporation, Annual General Meeting, Dec 19, 2024Decollte Holdings Corporation, Annual General Meeting, Dec 19, 2024.
New Risk • Oct 23New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: JP¥1.53b (US$9.99m) This is considered a major 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: Major Risk Market cap is less than US$10m (JP¥1.53b market cap, or US$9.99m). Minor Risks High level of debt (45% net debt to equity). Share price has been volatile over the past 3 months (9.3% average weekly change). Profit margins are more than 30% lower than last year (3.0% net profit margin).
お知らせ • Aug 29Decollte Holdings Corporation to Report Fiscal Year 2024 Results on Nov 05, 2024Decollte Holdings Corporation announced that they will report fiscal year 2024 results on Nov 05, 2024
New Risk • Aug 05New 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 8.1% 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 Risks Share price has been highly volatile over the past 3 months (8.1% average weekly change). Earnings are forecast to decline by an average of 5.3% per year for the foreseeable future. Market cap is less than US$10m (JP¥1.38b market cap, or US$9.67m). Minor Risks High level of debt (46% net debt to equity). Profit margins are more than 30% lower than last year (4.4% net profit margin).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to JP¥270, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total loss to shareholders of 81% over the past three years.
分析記事 • Aug 02These 4 Measures Indicate That Decollte Holdings (TSE:7372) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥412, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 53% over the past year.
Major Estimate Revision • May 14Consensus EPS estimates fall by 89%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥6.14b to JP¥5.60b. EPS estimate also fell from JP¥70.60 per share to JP¥7.80 per share. Net income forecast to shrink 76% next year vs 8.5% growth forecast for Consumer Services industry in Japan . Consensus price target down from JP¥600 to JP¥450. Share price fell 16% to JP¥412 over the past week.
分析記事 • May 10Earnings Update: Decollte Holdings Corporation (TSE:7372) Just Reported And Analysts Are Trimming Their ForecastsIt's been a mediocre week for Decollte Holdings Corporation ( TSE:7372 ) shareholders, with the stock dropping 15% to...
Reported Earnings • May 08Second quarter 2024 earnings released: JP¥25.26 loss per share (vs JP¥0.98 loss in 2Q 2023)Second quarter 2024 results: JP¥25.26 loss per share (further deteriorated from JP¥0.98 loss in 2Q 2023). Revenue: JP¥985.0m (down 14% from 2Q 2023). Net loss: JP¥129.0m (loss widened JP¥124.0m from 2Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Services industry in Japan.
分析記事 • Mar 22Is Decollte Holdings (TSE:7372) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Board Change • Mar 12Less 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 Sho Okuyama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 07First quarter 2024 earnings released: EPS: JP¥43.15 (vs JP¥66.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥43.15 (down from JP¥66.89 in 1Q 2023). Revenue: JP¥1.81b (flat on 1Q 2023). Net income: JP¥220.0m (down 36% from 1Q 2023). Profit margin: 12% (down from 19% in 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Services industry in Japan.
Reported Earnings • Dec 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥96.51 (down from JP¥190 in FY 2022). Revenue: JP¥5.85b (up 10.0% from FY 2022). Net income: JP¥492.0m (down 52% from FY 2022). Profit margin: 8.4% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan.
Major Estimate Revision • Dec 22Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥7.63b to JP¥6.47b. EPS estimate fell from JP¥122 to JP¥96.10 per share. Net income forecast to shrink 0.4% next year vs 22% growth forecast for Consumer Services industry in Japan . Consensus price target down from JP¥1,500 to JP¥1,100. Share price fell 2.6% to JP¥516 over the past week.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥561, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 56% over the past year.
お知らせ • Nov 30+ 2 more updatesDecollte Holdings Corporation to Report Q2, 2024 Results on May 07, 2024Decollte Holdings Corporation announced that they will report Q2, 2024 results on May 07, 2024
Reported Earnings • Nov 07Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥96.51 (down from JP¥190 in FY 2022). Revenue: JP¥5.85b (up 10.0% from FY 2022). Net income: JP¥492.0m (down 52% from FY 2022). Profit margin: 8.4% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Consumer Services industry in Japan.
New Risk • Oct 06New 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 5.9% 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 High level of debt (43% net debt to equity). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin). Market cap is less than US$100m (JP¥3.74b market cap, or US$25.2m).
New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin). Market cap is less than US$100m (JP¥3.72b market cap, or US$25.9m).
Reported Earnings • Aug 08Third quarter 2023 earnings released: EPS: JP¥23.93 (vs JP¥44.35 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.93 (down from JP¥44.35 in 3Q 2022). Revenue: JP¥1.53b (up 2.5% from 3Q 2022). Net income: JP¥122.0m (down 46% from 3Q 2022). Profit margin: 8.0% (down from 15% in 3Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Services industry in Japan.
お知らせ • Jun 28Decollte Holdings Corporation to Report Q3, 2023 Results on Aug 04, 2023Decollte Holdings Corporation announced that they will report Q3, 2023 results on Aug 04, 2023
Reported Earnings • May 10Second quarter 2023 earnings released: JP¥1.18 loss per share (vs JP¥52.56 profit in 2Q 2022)Second quarter 2023 results: JP¥1.18 loss per share (down from JP¥52.56 profit in 2Q 2022). Revenue: JP¥1.15b (up 11% from 2Q 2022). Net loss: JP¥6.00m (down 102% from profit in 2Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,048, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Consumer Services industry in Japan. Negligible returns to shareholders over past year.
Reported Earnings • Feb 04First quarter 2023 earnings released: EPS: JP¥66.89 (vs JP¥53.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥66.89 (up from JP¥53.10 in 1Q 2022). Revenue: JP¥1.82b (up 17% from 1Q 2022). Net income: JP¥341.0m (up 13% from 1Q 2022). Profit margin: 19% (in line with 1Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan.
Reported Earnings • Dec 28Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥190 (up from JP¥91.54 in FY 2021). Revenue: JP¥5.32b (up 16% from FY 2021). Net income: JP¥1.02b (up 98% from FY 2021). Profit margin: 19% (up from 11% in FY 2021). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Consumer Services industry in Japan.
お知らせ • Dec 04Decollte Holdings Corporation to Report Q1, 2023 Results on Feb 03, 2023Decollte Holdings Corporation announced that they will report Q1, 2023 results on Feb 03, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 06Decollte Holdings Corporation, Annual General Meeting, Dec 22, 2022Decollte Holdings Corporation, Annual General Meeting, Dec 22, 2022.
Reported Earnings • Nov 06Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: JP¥190 (up from JP¥91.54 in FY 2021). Revenue: JP¥5.32b (up 16% from FY 2021). Net income: JP¥1.02b (up 98% from FY 2021). Profit margin: 19% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Consumer Services industry in Japan.
お知らせ • Sep 01Decollte Holdings Corporation to Report Fiscal Year 2022 Results on Nov 04, 2022Decollte Holdings Corporation announced that they will report fiscal year 2022 results on Nov 04, 2022
Reported Earnings • Aug 05Third quarter 2022 earnings released: EPS: JP¥44.53 (vs JP¥5.62 in 3Q 2021)Third quarter 2022 results: EPS: JP¥44.53 (up from JP¥5.62 in 3Q 2021). Revenue: JP¥1.49b (up 48% from 3Q 2021). Net income: JP¥228.0m (up JP¥196.0m from 3Q 2021). Profit margin: 15% (up from 3.2% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 34%, compared to a 7.9% growth forecast for the industry in Japan.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,008, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Consumer Services industry in Japan.
お知らせ • May 29Decollte Holdings Corporation to Report Q3, 2022 Results on Aug 04, 2022Decollte Holdings Corporation announced that they will report Q3, 2022 results on Aug 04, 2022
Reported Earnings • May 11Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥52.53. Revenue: JP¥1.03b (flat on 2Q 2021). Net income: JP¥291.0m (up JP¥291.0m from 2Q 2021). Profit margin: 28% (up from null in 2Q 2021). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) exceeded analyst estimates by 22%. Over the next year, revenue is forecast to grow 30%, compared to a 10% growth forecast for the industry in Japan.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥814, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Consumer Services industry in Japan.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Decollte Holdings Corporation to Report Q2, 2022 Results on May 10, 2022Decollte Holdings Corporation announced that they will report Q2, 2022 results on May 10, 2022
Reported Earnings • Feb 07First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: JP¥53.09. Revenue: JP¥1.55b (flat on 1Q 2021). Net income: JP¥301.0m (up JP¥301.0m from 1Q 2021). Profit margin: 19% (up from null in 1Q 2021). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) exceeded analyst estimates by 22%.
Reported Earnings • Nov 05Full year 2021 earnings released: EPS JP¥91.54 (vs JP¥36.43 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥4.59b (up 25% from FY 2020). Net income: JP¥515.0m (up 153% from FY 2020). Profit margin: 11% (up from 5.6% in FY 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,263, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 21x in the Consumer Services industry in Japan.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 38% share price gain to JP¥1,329, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 23x in the Consumer Services industry in Japan.
お知らせ • Jun 23Decollte Holdings Corporation has completed an IPO in the amount of ¥6.323752 billion.Decollte Holdings Corporation has completed an IPO in the amount of ¥6.323752 billion. Security Name: Common Shares Security Type: Common Stock Securities Offered: 3,676,600 Price\Range: ¥1720 Discount Per Security: ¥137.6 Transaction Features: Sponsor Backed Offering
