Gift Holdings（9279）株式概要株式会社ギフトホールディングスは日本国内でレストランを運営・管理している。 詳細9279 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長4/6過去の実績6/6財務の健全性5/6配当金0/6報酬収益は年間18.09%増加すると予測されています 過去1年間で収益は57.3%増加しました リスク分析リスクチェックの結果、9279 、リスクは検出されなかった。すべてのリスクチェックを見る9279 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW480,107 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA480,107 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥4.77k40.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture092b2016201920222025202620282031Revenue JP¥91.8bEarnings JP¥6.7bAdvancedSet Fair ValueView all narrativesGift Holdings Inc. 競合他社Matsuya Foods HoldingsSymbol: TSE:9887Market cap: JP¥99.9bHiday HidakaSymbol: TSE:7611Market cap: JP¥99.4bKOMEDA HoldingsSymbol: TSE:3543Market cap: JP¥128.6bROYAL HOLDINGSSymbol: TSE:8179Market cap: JP¥122.7b価格と性能株価の高値、安値、推移の概要Gift Holdings過去の株価現在の株価JP¥4,770.0052週高値JP¥5,100.0052週安値JP¥2,943.00ベータ0.151ヶ月の変化22.15%3ヶ月変化5.53%1年変化38.66%3年間の変化114.86%5年間の変化298.33%IPOからの変化459.53%最新ニュースDeclared Dividend • Jul 18First half dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 29th October 2026 Payment date: 29th January 2027 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 83%.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,010, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Hospitality industry in Japan. Total returns to shareholders of 112% over the past three years.Reported Earnings • Jun 16Second quarter 2026 earnings released: EPS: JP¥39.98 (vs JP¥24.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥39.98 (up from JP¥24.26 in 2Q 2025). Revenue: JP¥10.6b (up 22% from 2Q 2025). Net income: JP¥801.2m (up 65% from 2Q 2025). Profit margin: 7.6% (up from 5.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.お知らせ • Jun 16+ 1 more updateGift Holdings Inc. Announces Dividend for the Second Quarter Ended April 30, 2026, Effective July 17, 2026Gift Holdings Inc. announced a dividend of JPY 13.00 per share for the second quarter ended April 30, 2026 compared to JPY 11 per share. Scheduled date to commence dividend payments: July 17, 2026.Upcoming Dividend • Apr 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,650, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Hospitality industry in Japan. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,991 per share.最新情報をもっと見るRecent updatesDeclared Dividend • Jul 18First half dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 29th October 2026 Payment date: 29th January 2027 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 83%.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,010, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Hospitality industry in Japan. Total returns to shareholders of 112% over the past three years.Reported Earnings • Jun 16Second quarter 2026 earnings released: EPS: JP¥39.98 (vs JP¥24.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥39.98 (up from JP¥24.26 in 2Q 2025). Revenue: JP¥10.6b (up 22% from 2Q 2025). Net income: JP¥801.2m (up 65% from 2Q 2025). Profit margin: 7.6% (up from 5.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.お知らせ • Jun 16+ 1 more updateGift Holdings Inc. Announces Dividend for the Second Quarter Ended April 30, 2026, Effective July 17, 2026Gift Holdings Inc. announced a dividend of JPY 13.00 per share for the second quarter ended April 30, 2026 compared to JPY 11 per share. Scheduled date to commence dividend payments: July 17, 2026.Upcoming Dividend • Apr 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,650, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Hospitality industry in Japan. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,991 per share.Price Target Changed • Mar 19Price target increased by 13% to JP¥4,500Up from JP¥3,975, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥4,475. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥109 last year.New Risk • Mar 17New 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. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 17First quarter 2026 earnings released: EPS: JP¥47.95 (vs JP¥27.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥47.95 (up from JP¥27.40 in 1Q 2025). Revenue: JP¥10.6b (up 25% from 1Q 2025). Net income: JP¥960.0m (up 76% from 1Q 2025). Profit margin: 9.0% (up from 6.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Feb 19Final dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 28th April 2026 Payment date: 21st July 2026 Dividend yield will be 0.6%, which is about the same as the industry average.分析記事 • Jan 08Is Gift Holdings (TSE:9279) 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...分析記事 • Dec 22Concerns Surrounding Gift Holdings' (TSE:9279) PerformanceGift Holdings Inc. ( TSE:9279 ) just released a solid earnings report, and the stock displayed some strength. Despite...分析記事 • Dec 18Gift Holdings Inc. (TSE:9279) Just Released Its Annual Earnings: Here's What Analysts ThinkIt's been a good week for Gift Holdings Inc. ( TSE:9279 ) shareholders, because the company has just released its...Reported Earnings • Dec 16Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥109 (up from JP¥93.95 in FY 2024). Revenue: JP¥35.9b (up 26% from FY 2024). Net income: JP¥2.19b (up 17% from FY 2024). Profit margin: 6.1% (down from 6.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.お知らせ • Dec 15Gift Holdings Inc., Annual General Meeting, Jan 28, 2026Gift Holdings Inc., Annual General Meeting, Jan 28, 2026.Upcoming Dividend • Oct 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 30 January 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.8%).お知らせ • Oct 02Gift Holdings Inc. to Report Fiscal Year 2025 Results on Dec 15, 2025Gift Holdings Inc. announced that they will report fiscal year 2025 results on Dec 15, 2025Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,655, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Hospitality industry in Japan. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,113 per share.Reported Earnings • Sep 14Third quarter 2025 earnings released: EPS: JP¥27.15 (vs JP¥16.59 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.15 (up from JP¥16.59 in 3Q 2024). Revenue: JP¥8.92b (up 27% from 3Q 2024). Net income: JP¥543.0m (up 64% from 3Q 2024). Profit margin: 6.1% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 19First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th October 2025 Payment date: 30th January 2026 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%.お知らせ • Jul 10Gift Holdings Inc. to Report Q3, 2025 Results on Sep 12, 2025Gift Holdings Inc. announced that they will report Q3, 2025 results on Sep 12, 2025分析記事 • Jun 22Gift Holdings' (TSE:9279) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Gift Holdings Inc. ( TSE:9279 ) was disappointing to investors, with a sluggish...Reported Earnings • Jun 14Second quarter 2025 earnings released: EPS: JP¥24.29 (vs JP¥21.75 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.29 (up from JP¥21.75 in 2Q 2024). Revenue: JP¥8.69b (up 29% from 2Q 2024). Net income: JP¥485.4m (up 12% from 2Q 2024). Profit margin: 5.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 13Gift Holdings Inc. Announces Dividend for the Fiscal Year Ending October 31, 2025, Effective July 18, 2025Gift Holdings Inc. announced a dividend of JPY 11.00 per share for the fiscal year ending October 31, 2025. Record date is April 30, 2025 and Effective date is July 18, 2025.分析記事 • May 07Gift Holdings Inc.'s (TSE:9279) 34% Jump Shows Its Popularity With InvestorsGift Holdings Inc. ( TSE:9279 ) shares have had a really impressive month, gaining 34% after a shaky period beforehand...Upcoming Dividend • Apr 21Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 22 July 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (0.9%).お知らせ • Apr 17Gift Holdings Inc. to Report Q2, 2025 Results on Jun 13, 2025Gift Holdings Inc. announced that they will report Q2, 2025 results on Jun 13, 2025Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,195, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Hospitality industry in Japan. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,348 per share.Buy Or Sell Opportunity • Apr 03Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥2,810. The fair value is estimated to be JP¥2,296, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥2,875, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,248 per share.分析記事 • Mar 20Gift Holdings Inc.'s (TSE:9279) Share Price Is Still Matching Investor Opinion Despite 28% SlumpGift Holdings Inc. ( TSE:9279 ) shares have had a horrible month, losing 28% after a relatively good period beforehand...New Risk • Mar 18New 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. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 18First quarter 2025 earnings released: EPS: JP¥27.39 (vs JP¥31.09 in 1Q 2024)First quarter 2025 results: EPS: JP¥27.39 (down from JP¥31.09 in 1Q 2024). Revenue: JP¥8.50b (up 25% from 1Q 2024). Net income: JP¥547.0m (down 12% from 1Q 2024). Profit margin: 6.4% (down from 9.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Feb 12Final dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 28th April 2025 Payment date: 22nd July 2025 Dividend yield will be 0.5%, which is about the same as the industry average.Reported Earnings • Feb 05Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥93.95 (up from JP¥80.10 in FY 2023). Revenue: JP¥28.5b (up 24% from FY 2023). Net income: JP¥1.88b (up 17% from FY 2023). Profit margin: 6.6% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 23Gift Holdings Inc. to Report Q1, 2025 Results on Mar 17, 2025Gift Holdings Inc. announced that they will report Q1, 2025 results on Mar 17, 2025分析記事 • Jan 08Is Gift Holdings (TSE:9279) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Dec 20Solid Earnings May Not Tell The Whole Story For Gift Holdings (TSE:9279)Gift Holdings Inc.'s ( TSE:9279 ) robust recent earnings didn't do much to move the stock. However the statutory profit...Reported Earnings • Dec 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥93.98 (up from JP¥80.10 in FY 2023). Revenue: JP¥28.5b (up 24% from FY 2023). Net income: JP¥1.88b (up 17% from FY 2023). Profit margin: 6.6% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Total stores: 810 (up by 65 from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 13Gift Holdings Inc., Annual General Meeting, Jan 29, 2025Gift Holdings Inc., Annual General Meeting, Jan 29, 2025.お知らせ • Nov 17Gift Holdings Inc. to Report Fiscal Year 2024 Results on Dec 13, 2024Gift Holdings Inc. announced that they will report fiscal year 2024 results on Dec 13, 2024Upcoming Dividend • Oct 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 31 January 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (0.8%).分析記事 • Oct 11Gift Holdings Inc. (TSE:9279) Looks Just Right With A 26% Price JumpThe Gift Holdings Inc. ( TSE:9279 ) share price has done very well over the last month, posting an excellent gain of...分析記事 • Oct 01Should You Be Adding Gift Holdings (TSE:9279) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • Sep 18Price target decreased by 8.0% to JP¥3,740Down from JP¥4,067, the current price target is an average from 5 analysts. New target price is 42% above last closing price of JP¥2,637. Stock is up 5.3% over the past year. The company is forecast to post earnings per share of JP¥105 for next year compared to JP¥80.10 last year.Reported Earnings • Sep 15Third quarter 2024 earnings released: EPS: JP¥16.59 (vs JP¥20.21 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.59 (down from JP¥20.21 in 3Q 2023). Revenue: JP¥7.04b (up 19% from 3Q 2023). Net income: JP¥331.3m (down 18% from 3Q 2023). Profit margin: 4.7% (down from 6.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 22% per year.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,111, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 96% over the past three years.お知らせ • Jul 07Gift Holdings Inc. to Report Q3, 2024 Results on Sep 13, 2024Gift Holdings Inc. announced that they will report Q3, 2024 results on Sep 13, 2024New Risk • Jun 17New 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 7.6% 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. This is currently the only risk that has been identified for the company.Declared Dividend • Jun 17First half dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 30th October 2024 Payment date: 31st January 2025 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 50%.Reported Earnings • Jun 16Second quarter 2024 earnings released: EPS: JP¥21.73 (vs JP¥17.41 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.73 (up from JP¥17.41 in 2Q 2023). Revenue: JP¥6.74b (up 22% from 2Q 2023). Net income: JP¥433.7m (up 25% from 2Q 2023). Profit margin: 6.4% (up from 6.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 32% per year.分析記事 • May 08Should You Be Adding Gift Holdings (TSE:9279) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Apr 29Gift Holdings Inc. to Report Q2, 2024 Results on Jun 14, 2024Gift Holdings Inc. announced that they will report Q2, 2024 results on Jun 14, 2024Upcoming Dividend • Apr 19Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (0.6%).Major Estimate Revision • Mar 22Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥28.0b to JP¥28.5b. EPS estimate increased from JP¥94.07 to JP¥114 per share. Net income forecast to grow 31% next year vs 32% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥2,933 to JP¥4,067. Share price rose 16% to JP¥3,550 over the past week.分析記事 • Mar 19Revenue Beat: Gift Holdings Inc. Exceeded Revenue Forecasts By 6.4% And Analysts Are Updating Their EstimatesShareholders of Gift Holdings Inc. ( TSE:9279 ) will be pleased this week, given that the stock price is up 16% to...Price Target Changed • Mar 19Price target increased by 11% to JP¥3,267Up from JP¥2,933, the current price target is an average from 3 analysts. New target price is 7.1% below last closing price of JP¥3,515. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥80.10 last year.Reported Earnings • Mar 17First quarter 2024 earnings released: EPS: JP¥31.09 (vs JP¥19.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥31.09 (up from JP¥19.02 in 1Q 2023). Revenue: JP¥6.81b (up 31% from 1Q 2023). Net income: JP¥620.0m (up 64% from 1Q 2023). Profit margin: 9.1% (up from 7.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 41% per year.Buy Or Sell Opportunity • Mar 01Now 23% undervaluedOver the last 90 days, the stock has risen 45% to JP¥2,930. The fair value is estimated to be JP¥3,785, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Declared Dividend • Feb 16Final dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 26th April 2024 Payment date: 22nd July 2024 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 21%. Cash payout ratio: 39%.Reported Earnings • Feb 03Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥80.10 (up from JP¥77.22 in FY 2022). Revenue: JP¥23.0b (up 35% from FY 2022). Net income: JP¥1.60b (up 3.8% from FY 2022). Profit margin: 6.9% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Gift Holdings Inc. to Report Q1, 2024 Results on Mar 15, 2024Gift Holdings Inc. announced that they will report Q1, 2024 results on Mar 15, 2024Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 28% to JP¥2,715. The fair value is estimated to be JP¥3,453, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,406, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 26x in the Hospitality industry in Japan. Total returns to shareholders of 187% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,464 per share.Reported Earnings • Dec 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥80.10 (up from JP¥77.22 in FY 2022). Revenue: JP¥23.0b (up 35% from FY 2022). Net income: JP¥1.60b (up 3.8% from FY 2022). Profit margin: 6.9% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 16Gift Holdings Inc. Provides Dividend Guidance for the Ending Second Quarter Ending April 30, 2024Gift Holdings Inc. provided dividend guidance for the second quarter ending April 30, 2024. For the second quarter-end, the company expects to pay dividend of JPY 9.00 per share against JPY 15.00 per share paid for the same period a year ago.お知らせ • Dec 15+ 3 more updatesGift Holdings Inc., Annual General Meeting, Jan 30, 2024Gift Holdings Inc., Annual General Meeting, Jan 30, 2024.Upcoming Dividend • Oct 23Upcoming dividend of JP¥7.50 per share at 0.7% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 30 January 2024. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.5%).Buying Opportunity • Oct 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥2,726, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 62%. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.Reported Earnings • Sep 16Third quarter 2023 earnings released: EPS: JP¥20.23 (vs JP¥20.99 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.23 (down from JP¥20.99 in 3Q 2022). Revenue: JP¥5.90b (up 36% from 3Q 2022). Net income: JP¥403.4m (down 3.5% from 3Q 2022). Profit margin: 6.8% (down from 9.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 15+ 1 more updateGift Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending October 31, 2023Gift Holdings Inc. provided consolidated earnings guidance for the fiscal year ending October 31, 2023. For the year, the company expects net sales of JPY 20,500 million, operating profit of JPY 2,050 million, profit attributable to owners of parent of JPY 1,380 million and basic earnings per share of JPY 69.26.Reported Earnings • Jun 16Second quarter 2023 earnings released: EPS: JP¥34.75 (vs JP¥27.51 in 2Q 2022)Second quarter 2023 results: EPS: JP¥34.75 (up from JP¥27.51 in 2Q 2022). Revenue: JP¥5.52b (up 42% from 2Q 2022). Net income: JP¥346.4m (up 26% from 2Q 2022). Profit margin: 6.3% (down from 7.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 14+ 1 more updateGift Holdings Inc. Declares Interim Dividend for the Fiscal Year Ending October 31, 2023, payable July 20, 2023Gift Holdings Inc. announces that its Board of Directors has resolved at a meeting held on June 14, 2023 to distribute dividends of surplus as follows with a record date of April 30, 2023. Dividend per share: JPY 15.00. Total amount of dividends: JPY 149 million. Effective date: July 20, 2023. The interim dividend for the fiscal year ending October 31, 2023 with a record date of April 30, 2023 will be distributed based on the number of shares before the stock split announced June 14, 2023.Upcoming Dividend • Apr 20Upcoming dividend of JP¥15.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 20 July 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (0.5%).Price Target Changed • Mar 27Price target increased by 10% to JP¥5,500Up from JP¥5,000, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥4,490. Stock is up 93% over the past year. The company is forecast to post earnings per share of JP¥141 for next year compared to JP¥154 last year.Reported Earnings • Mar 17First quarter 2023 earnings released: EPS: JP¥38.04 (vs JP¥54.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥38.04 (down from JP¥54.45 in 1Q 2022). Revenue: JP¥5.21b (up 31% from 1Q 2022). Net income: JP¥379.0m (down 30% from 1Q 2022). Profit margin: 7.3% (down from 14% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 67% per year.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥4,650, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Hospitality industry in Japan. Total returns to shareholders of 323% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,822 per share.Reported Earnings • Feb 02Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥154 (up from JP¥108 in FY 2021). Revenue: JP¥17.0b (up 26% from FY 2021). Net income: JP¥1.54b (up 43% from FY 2021). Profit margin: 9.0% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Gift Holdings Inc. to Report Q1, 2023 Results on Mar 15, 2023Gift Holdings Inc. announced that they will report Q1, 2023 results on Mar 15, 2023Reported Earnings • Dec 16Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥154 (up from JP¥108 in FY 2021). Revenue: JP¥17.0b (up 26% from FY 2021). Net income: JP¥1.54b (up 43% from FY 2021). Profit margin: 9.0% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 16+ 3 more updatesGift Holdings Inc. Provides Consolidated Earnings Guidance for the Six Months Ending April 30, 2023 and for the Full Year Ending October 31, 2023Gift Holdings Inc. provided consolidated earnings guidance for the six months ending April 30, 2023 and for the full year ending October 31, 2023. For the six months ending April 30, 2023, the company expects net sales to be JPY 9,700 million, operating profit to be JPY 970 million, Profit attributable to owners of parent to be JPY 680 million and earnings per share to be JPY 68.26.For the year 2023, the company expects net sales to be JPY 20,500 million, operating profit to be JPY 2,050 million, Profit attributable to owners of parent to be JPY 1,380 million and earnings per share to be JPY 138.52.お知らせ • Dec 15Gift Holdings Inc., Annual General Meeting, Jan 27, 2023Gift Holdings Inc., Annual General Meeting, Jan 27, 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. 7 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). GM of Product Division & Director Mitsuo Terada was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buying Opportunity • Nov 11Now 21% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥4,564, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 1.1% in the next 2 years.お知らせ • Oct 28Gift Holdings Inc. to Report Fiscal Year 2022 Results on Dec 15, 2022Gift Holdings Inc. announced that they will report fiscal year 2022 results on Dec 15, 2022Upcoming Dividend • Oct 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 30 January 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.6%).Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥3,605, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the Hospitality industry in Japan. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,865 per share.Reported Earnings • Sep 16Third quarter 2022 earnings releasedThird quarter 2022 results: Net income: (down JP¥507.0m from profit in 3Q 2021). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 14Gift Holdings Inc. Provides Consolidated Earnings Guidance for the Full Year Ending October 31, 2022Gift Holdings Inc. provided consolidated earnings guidance for the full year ending October 31, 2022. For the period, the company expects net sales to be JPY 17,000 million, operating profit to be JPY 1,700 million, Profit attributable to owners of parent to be JPY 1,280 million and earnings per share to be JPY 128.59.株主還元9279JP HospitalityJP 市場7D-4.0%1.0%-1.6%1Y38.7%-9.1%37.4%株主還元を見る業界別リターン: 9279過去 1 年間で-9.1 % の収益を上げたJP Hospitality業界を上回りました。リターン対市場: 9279過去 1 年間で37.4 % の収益を上げたJP市場を上回りました。価格変動Is 9279's price volatile compared to industry and market?9279 volatility9279 Average Weekly Movement6.4%Hospitality Industry Average Movement3.4%Market Average Movement4.4%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.1%安定した株価: 9279 、 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: 9279の 週次ボラティリティ ( 6% ) 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2008744Sho Tagawawww.gift-group.co.jp株式会社ギフトホールディングスは日本国内で飲食店を運営・管理している。同社は麺、タレ、スープ、餃子、ポークスライスを製造・販売している。BUTAYAMA」、「がんそあぶらど」、「GATTON」、「永岡食堂」、「紫天王」、「赤味噌屋」、「東京ラーメン横丁」、「E A.K.ラーメン」、「町田商店」のブランド名でレストランを運営している。株式会社ギフトホールディングスは2008年に設立され、渋谷に本社を置く。もっと見るGift Holdings Inc. 基礎のまとめGift Holdings の収益と売上を時価総額と比較するとどうか。9279 基礎統計学時価総額JP¥95.62b収益（TTM）JP¥2.92b売上高(TTM)JP¥39.92b32.8xPER（株価収益率2.4xP/Sレシオ9279 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9279 損益計算書（TTM）収益JP¥39.92b売上原価JP¥12.97b売上総利益JP¥26.95bその他の費用JP¥24.03b収益JP¥2.92b直近の収益報告Apr 30, 2026次回決算日該当なし一株当たり利益（EPS）145.41グロス・マージン67.50%純利益率7.30%有利子負債／自己資本比率50.8%9279 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.5%現在の配当利回り16%配当性向9279 配当は確実ですか？9279 配当履歴とベンチマークを見る9279 、いつまでに購入すれば配当金を受け取れますか？Gift Holdings 配当日配当落ち日Oct 29 2026配当支払日Jan 29 2027配当落ちまでの日数97 days配当支払日までの日数189 days9279 配当は確実ですか？9279 配当履歴とベンチマークを見る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2026/07/23 03:05終値2026/07/23 00:00収益2026/04/30年間収益2025/10/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Gift Holdings Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Kazunori TsudaDaiwa Securities Co. Ltd.Seiichiro SamejimaIchiyoshi Research Institute Inc.Hideya AsaedaMizuho Securities Co., Ltd.2 その他のアナリストを表示
Declared Dividend • Jul 18First half dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 29th October 2026 Payment date: 29th January 2027 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 83%.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,010, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Hospitality industry in Japan. Total returns to shareholders of 112% over the past three years.
Reported Earnings • Jun 16Second quarter 2026 earnings released: EPS: JP¥39.98 (vs JP¥24.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥39.98 (up from JP¥24.26 in 2Q 2025). Revenue: JP¥10.6b (up 22% from 2Q 2025). Net income: JP¥801.2m (up 65% from 2Q 2025). Profit margin: 7.6% (up from 5.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Jun 16+ 1 more updateGift Holdings Inc. Announces Dividend for the Second Quarter Ended April 30, 2026, Effective July 17, 2026Gift Holdings Inc. announced a dividend of JPY 13.00 per share for the second quarter ended April 30, 2026 compared to JPY 11 per share. Scheduled date to commence dividend payments: July 17, 2026.
Upcoming Dividend • Apr 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,650, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Hospitality industry in Japan. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,991 per share.
Declared Dividend • Jul 18First half dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 29th October 2026 Payment date: 29th January 2027 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 83%.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,010, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Hospitality industry in Japan. Total returns to shareholders of 112% over the past three years.
Reported Earnings • Jun 16Second quarter 2026 earnings released: EPS: JP¥39.98 (vs JP¥24.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥39.98 (up from JP¥24.26 in 2Q 2025). Revenue: JP¥10.6b (up 22% from 2Q 2025). Net income: JP¥801.2m (up 65% from 2Q 2025). Profit margin: 7.6% (up from 5.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Jun 16+ 1 more updateGift Holdings Inc. Announces Dividend for the Second Quarter Ended April 30, 2026, Effective July 17, 2026Gift Holdings Inc. announced a dividend of JPY 13.00 per share for the second quarter ended April 30, 2026 compared to JPY 11 per share. Scheduled date to commence dividend payments: July 17, 2026.
Upcoming Dividend • Apr 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,650, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Hospitality industry in Japan. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,991 per share.
Price Target Changed • Mar 19Price target increased by 13% to JP¥4,500Up from JP¥3,975, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥4,475. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥109 last year.
New Risk • Mar 17New 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 17First quarter 2026 earnings released: EPS: JP¥47.95 (vs JP¥27.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥47.95 (up from JP¥27.40 in 1Q 2025). Revenue: JP¥10.6b (up 25% from 1Q 2025). Net income: JP¥960.0m (up 76% from 1Q 2025). Profit margin: 9.0% (up from 6.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Feb 19Final dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 28th April 2026 Payment date: 21st July 2026 Dividend yield will be 0.6%, which is about the same as the industry average.
分析記事 • Jan 08Is Gift Holdings (TSE:9279) 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...
分析記事 • Dec 22Concerns Surrounding Gift Holdings' (TSE:9279) PerformanceGift Holdings Inc. ( TSE:9279 ) just released a solid earnings report, and the stock displayed some strength. Despite...
分析記事 • Dec 18Gift Holdings Inc. (TSE:9279) Just Released Its Annual Earnings: Here's What Analysts ThinkIt's been a good week for Gift Holdings Inc. ( TSE:9279 ) shareholders, because the company has just released its...
Reported Earnings • Dec 16Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥109 (up from JP¥93.95 in FY 2024). Revenue: JP¥35.9b (up 26% from FY 2024). Net income: JP¥2.19b (up 17% from FY 2024). Profit margin: 6.1% (down from 6.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Dec 15Gift Holdings Inc., Annual General Meeting, Jan 28, 2026Gift Holdings Inc., Annual General Meeting, Jan 28, 2026.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 30 January 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.8%).
お知らせ • Oct 02Gift Holdings Inc. to Report Fiscal Year 2025 Results on Dec 15, 2025Gift Holdings Inc. announced that they will report fiscal year 2025 results on Dec 15, 2025
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,655, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Hospitality industry in Japan. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,113 per share.
Reported Earnings • Sep 14Third quarter 2025 earnings released: EPS: JP¥27.15 (vs JP¥16.59 in 3Q 2024)Third quarter 2025 results: EPS: JP¥27.15 (up from JP¥16.59 in 3Q 2024). Revenue: JP¥8.92b (up 27% from 3Q 2024). Net income: JP¥543.0m (up 64% from 3Q 2024). Profit margin: 6.1% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 19First half dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 30th October 2025 Payment date: 30th January 2026 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%.
お知らせ • Jul 10Gift Holdings Inc. to Report Q3, 2025 Results on Sep 12, 2025Gift Holdings Inc. announced that they will report Q3, 2025 results on Sep 12, 2025
分析記事 • Jun 22Gift Holdings' (TSE:9279) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Gift Holdings Inc. ( TSE:9279 ) was disappointing to investors, with a sluggish...
Reported Earnings • Jun 14Second quarter 2025 earnings released: EPS: JP¥24.29 (vs JP¥21.75 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.29 (up from JP¥21.75 in 2Q 2024). Revenue: JP¥8.69b (up 29% from 2Q 2024). Net income: JP¥485.4m (up 12% from 2Q 2024). Profit margin: 5.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 13Gift Holdings Inc. Announces Dividend for the Fiscal Year Ending October 31, 2025, Effective July 18, 2025Gift Holdings Inc. announced a dividend of JPY 11.00 per share for the fiscal year ending October 31, 2025. Record date is April 30, 2025 and Effective date is July 18, 2025.
分析記事 • May 07Gift Holdings Inc.'s (TSE:9279) 34% Jump Shows Its Popularity With InvestorsGift Holdings Inc. ( TSE:9279 ) shares have had a really impressive month, gaining 34% after a shaky period beforehand...
Upcoming Dividend • Apr 21Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 22 July 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (0.9%).
お知らせ • Apr 17Gift Holdings Inc. to Report Q2, 2025 Results on Jun 13, 2025Gift Holdings Inc. announced that they will report Q2, 2025 results on Jun 13, 2025
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,195, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Hospitality industry in Japan. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,348 per share.
Buy Or Sell Opportunity • Apr 03Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥2,810. The fair value is estimated to be JP¥2,296, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 52% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥2,875, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,248 per share.
分析記事 • Mar 20Gift Holdings Inc.'s (TSE:9279) Share Price Is Still Matching Investor Opinion Despite 28% SlumpGift Holdings Inc. ( TSE:9279 ) shares have had a horrible month, losing 28% after a relatively good period beforehand...
New Risk • Mar 18New 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 18First quarter 2025 earnings released: EPS: JP¥27.39 (vs JP¥31.09 in 1Q 2024)First quarter 2025 results: EPS: JP¥27.39 (down from JP¥31.09 in 1Q 2024). Revenue: JP¥8.50b (up 25% from 1Q 2024). Net income: JP¥547.0m (down 12% from 1Q 2024). Profit margin: 6.4% (down from 9.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Feb 12Final dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 28th April 2025 Payment date: 22nd July 2025 Dividend yield will be 0.5%, which is about the same as the industry average.
Reported Earnings • Feb 05Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥93.95 (up from JP¥80.10 in FY 2023). Revenue: JP¥28.5b (up 24% from FY 2023). Net income: JP¥1.88b (up 17% from FY 2023). Profit margin: 6.6% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 23Gift Holdings Inc. to Report Q1, 2025 Results on Mar 17, 2025Gift Holdings Inc. announced that they will report Q1, 2025 results on Mar 17, 2025
分析記事 • Jan 08Is Gift Holdings (TSE:9279) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Dec 20Solid Earnings May Not Tell The Whole Story For Gift Holdings (TSE:9279)Gift Holdings Inc.'s ( TSE:9279 ) robust recent earnings didn't do much to move the stock. However the statutory profit...
Reported Earnings • Dec 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥93.98 (up from JP¥80.10 in FY 2023). Revenue: JP¥28.5b (up 24% from FY 2023). Net income: JP¥1.88b (up 17% from FY 2023). Profit margin: 6.6% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Total stores: 810 (up by 65 from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 13Gift Holdings Inc., Annual General Meeting, Jan 29, 2025Gift Holdings Inc., Annual General Meeting, Jan 29, 2025.
お知らせ • Nov 17Gift Holdings Inc. to Report Fiscal Year 2024 Results on Dec 13, 2024Gift Holdings Inc. announced that they will report fiscal year 2024 results on Dec 13, 2024
Upcoming Dividend • Oct 23Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 31 January 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (0.8%).
分析記事 • Oct 11Gift Holdings Inc. (TSE:9279) Looks Just Right With A 26% Price JumpThe Gift Holdings Inc. ( TSE:9279 ) share price has done very well over the last month, posting an excellent gain of...
分析記事 • Oct 01Should You Be Adding Gift Holdings (TSE:9279) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • Sep 18Price target decreased by 8.0% to JP¥3,740Down from JP¥4,067, the current price target is an average from 5 analysts. New target price is 42% above last closing price of JP¥2,637. Stock is up 5.3% over the past year. The company is forecast to post earnings per share of JP¥105 for next year compared to JP¥80.10 last year.
Reported Earnings • Sep 15Third quarter 2024 earnings released: EPS: JP¥16.59 (vs JP¥20.21 in 3Q 2023)Third quarter 2024 results: EPS: JP¥16.59 (down from JP¥20.21 in 3Q 2023). Revenue: JP¥7.04b (up 19% from 3Q 2023). Net income: JP¥331.3m (down 18% from 3Q 2023). Profit margin: 4.7% (down from 6.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 22% per year.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,111, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 96% over the past three years.
お知らせ • Jul 07Gift Holdings Inc. to Report Q3, 2024 Results on Sep 13, 2024Gift Holdings Inc. announced that they will report Q3, 2024 results on Sep 13, 2024
New Risk • Jun 17New 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 7.6% 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. This is currently the only risk that has been identified for the company.
Declared Dividend • Jun 17First half dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 30th October 2024 Payment date: 31st January 2025 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 50%.
Reported Earnings • Jun 16Second quarter 2024 earnings released: EPS: JP¥21.73 (vs JP¥17.41 in 2Q 2023)Second quarter 2024 results: EPS: JP¥21.73 (up from JP¥17.41 in 2Q 2023). Revenue: JP¥6.74b (up 22% from 2Q 2023). Net income: JP¥433.7m (up 25% from 2Q 2023). Profit margin: 6.4% (up from 6.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 32% per year.
分析記事 • May 08Should You Be Adding Gift Holdings (TSE:9279) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Apr 29Gift Holdings Inc. to Report Q2, 2024 Results on Jun 14, 2024Gift Holdings Inc. announced that they will report Q2, 2024 results on Jun 14, 2024
Upcoming Dividend • Apr 19Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (0.6%).
Major Estimate Revision • Mar 22Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥28.0b to JP¥28.5b. EPS estimate increased from JP¥94.07 to JP¥114 per share. Net income forecast to grow 31% next year vs 32% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥2,933 to JP¥4,067. Share price rose 16% to JP¥3,550 over the past week.
分析記事 • Mar 19Revenue Beat: Gift Holdings Inc. Exceeded Revenue Forecasts By 6.4% And Analysts Are Updating Their EstimatesShareholders of Gift Holdings Inc. ( TSE:9279 ) will be pleased this week, given that the stock price is up 16% to...
Price Target Changed • Mar 19Price target increased by 11% to JP¥3,267Up from JP¥2,933, the current price target is an average from 3 analysts. New target price is 7.1% below last closing price of JP¥3,515. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥80.10 last year.
Reported Earnings • Mar 17First quarter 2024 earnings released: EPS: JP¥31.09 (vs JP¥19.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥31.09 (up from JP¥19.02 in 1Q 2023). Revenue: JP¥6.81b (up 31% from 1Q 2023). Net income: JP¥620.0m (up 64% from 1Q 2023). Profit margin: 9.1% (up from 7.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 41% per year.
Buy Or Sell Opportunity • Mar 01Now 23% undervaluedOver the last 90 days, the stock has risen 45% to JP¥2,930. The fair value is estimated to be JP¥3,785, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Declared Dividend • Feb 16Final dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 26th April 2024 Payment date: 22nd July 2024 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 21%. Cash payout ratio: 39%.
Reported Earnings • Feb 03Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥80.10 (up from JP¥77.22 in FY 2022). Revenue: JP¥23.0b (up 35% from FY 2022). Net income: JP¥1.60b (up 3.8% from FY 2022). Profit margin: 6.9% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Gift Holdings Inc. to Report Q1, 2024 Results on Mar 15, 2024Gift Holdings Inc. announced that they will report Q1, 2024 results on Mar 15, 2024
Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 28% to JP¥2,715. The fair value is estimated to be JP¥3,453, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,406, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 26x in the Hospitality industry in Japan. Total returns to shareholders of 187% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,464 per share.
Reported Earnings • Dec 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥80.10 (up from JP¥77.22 in FY 2022). Revenue: JP¥23.0b (up 35% from FY 2022). Net income: JP¥1.60b (up 3.8% from FY 2022). Profit margin: 6.9% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 16Gift Holdings Inc. Provides Dividend Guidance for the Ending Second Quarter Ending April 30, 2024Gift Holdings Inc. provided dividend guidance for the second quarter ending April 30, 2024. For the second quarter-end, the company expects to pay dividend of JPY 9.00 per share against JPY 15.00 per share paid for the same period a year ago.
お知らせ • Dec 15+ 3 more updatesGift Holdings Inc., Annual General Meeting, Jan 30, 2024Gift Holdings Inc., Annual General Meeting, Jan 30, 2024.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥7.50 per share at 0.7% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 30 January 2024. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.5%).
Buying Opportunity • Oct 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be JP¥2,726, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 62%. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.
Reported Earnings • Sep 16Third quarter 2023 earnings released: EPS: JP¥20.23 (vs JP¥20.99 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.23 (down from JP¥20.99 in 3Q 2022). Revenue: JP¥5.90b (up 36% from 3Q 2022). Net income: JP¥403.4m (down 3.5% from 3Q 2022). Profit margin: 6.8% (down from 9.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 15+ 1 more updateGift Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending October 31, 2023Gift Holdings Inc. provided consolidated earnings guidance for the fiscal year ending October 31, 2023. For the year, the company expects net sales of JPY 20,500 million, operating profit of JPY 2,050 million, profit attributable to owners of parent of JPY 1,380 million and basic earnings per share of JPY 69.26.
Reported Earnings • Jun 16Second quarter 2023 earnings released: EPS: JP¥34.75 (vs JP¥27.51 in 2Q 2022)Second quarter 2023 results: EPS: JP¥34.75 (up from JP¥27.51 in 2Q 2022). Revenue: JP¥5.52b (up 42% from 2Q 2022). Net income: JP¥346.4m (up 26% from 2Q 2022). Profit margin: 6.3% (down from 7.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 14+ 1 more updateGift Holdings Inc. Declares Interim Dividend for the Fiscal Year Ending October 31, 2023, payable July 20, 2023Gift Holdings Inc. announces that its Board of Directors has resolved at a meeting held on June 14, 2023 to distribute dividends of surplus as follows with a record date of April 30, 2023. Dividend per share: JPY 15.00. Total amount of dividends: JPY 149 million. Effective date: July 20, 2023. The interim dividend for the fiscal year ending October 31, 2023 with a record date of April 30, 2023 will be distributed based on the number of shares before the stock split announced June 14, 2023.
Upcoming Dividend • Apr 20Upcoming dividend of JP¥15.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 20 July 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (0.5%).
Price Target Changed • Mar 27Price target increased by 10% to JP¥5,500Up from JP¥5,000, the current price target is an average from 2 analysts. New target price is 22% above last closing price of JP¥4,490. Stock is up 93% over the past year. The company is forecast to post earnings per share of JP¥141 for next year compared to JP¥154 last year.
Reported Earnings • Mar 17First quarter 2023 earnings released: EPS: JP¥38.04 (vs JP¥54.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥38.04 (down from JP¥54.45 in 1Q 2022). Revenue: JP¥5.21b (up 31% from 1Q 2022). Net income: JP¥379.0m (down 30% from 1Q 2022). Profit margin: 7.3% (down from 14% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 67% per year.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥4,650, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Hospitality industry in Japan. Total returns to shareholders of 323% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,822 per share.
Reported Earnings • Feb 02Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥154 (up from JP¥108 in FY 2021). Revenue: JP¥17.0b (up 26% from FY 2021). Net income: JP¥1.54b (up 43% from FY 2021). Profit margin: 9.0% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Gift Holdings Inc. to Report Q1, 2023 Results on Mar 15, 2023Gift Holdings Inc. announced that they will report Q1, 2023 results on Mar 15, 2023
Reported Earnings • Dec 16Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥154 (up from JP¥108 in FY 2021). Revenue: JP¥17.0b (up 26% from FY 2021). Net income: JP¥1.54b (up 43% from FY 2021). Profit margin: 9.0% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 16+ 3 more updatesGift Holdings Inc. Provides Consolidated Earnings Guidance for the Six Months Ending April 30, 2023 and for the Full Year Ending October 31, 2023Gift Holdings Inc. provided consolidated earnings guidance for the six months ending April 30, 2023 and for the full year ending October 31, 2023. For the six months ending April 30, 2023, the company expects net sales to be JPY 9,700 million, operating profit to be JPY 970 million, Profit attributable to owners of parent to be JPY 680 million and earnings per share to be JPY 68.26.For the year 2023, the company expects net sales to be JPY 20,500 million, operating profit to be JPY 2,050 million, Profit attributable to owners of parent to be JPY 1,380 million and earnings per share to be JPY 138.52.
お知らせ • Dec 15Gift Holdings Inc., Annual General Meeting, Jan 27, 2023Gift Holdings Inc., Annual General Meeting, Jan 27, 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. 7 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). GM of Product Division & Director Mitsuo Terada was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buying Opportunity • Nov 11Now 21% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be JP¥4,564, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 40% in 2 years. Earnings is forecast to grow by 1.1% in the next 2 years.
お知らせ • Oct 28Gift Holdings Inc. to Report Fiscal Year 2022 Results on Dec 15, 2022Gift Holdings Inc. announced that they will report fiscal year 2022 results on Dec 15, 2022
Upcoming Dividend • Oct 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 30 January 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.6%).
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥3,605, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the Hospitality industry in Japan. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,865 per share.
Reported Earnings • Sep 16Third quarter 2022 earnings releasedThird quarter 2022 results: Net income: (down JP¥507.0m from profit in 3Q 2021). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 14Gift Holdings Inc. Provides Consolidated Earnings Guidance for the Full Year Ending October 31, 2022Gift Holdings Inc. provided consolidated earnings guidance for the full year ending October 31, 2022. For the period, the company expects net sales to be JPY 17,000 million, operating profit to be JPY 1,700 million, Profit attributable to owners of parent to be JPY 1,280 million and earnings per share to be JPY 128.59.
