This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsPLENUS（9945）株式概要PLENUS Co., Ltd. engages in sale of foodstuffs in Japan and internationally. 詳細9945 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績4/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より12.6%で取引されている 収益は年間27.45%増加すると予測されています 過去1年間で収益は51.5%増加しました リスク分析財務結果に影響を与える大きな一時的項目 不安定な配当実績 すべてのリスクチェックを見る9945 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¥2.63k該当なし内在価値ディスカウントEst. Revenue$PastFuture-3b176b2016201920222025202620282031Revenue JP¥176.3bEarnings JP¥3.3bAdvancedSet Fair ValueView all narrativesPLENUS Co., Ltd. 競合他社Hiday HidakaSymbol: TSE:7611Market cap: JP¥98.1bROYAL HOLDINGSSymbol: TSE:8179Market cap: JP¥131.2bDOUTOR NICHIRES HoldingsSymbol: TSE:3087Market cap: JP¥119.8bOhsho Food ServiceSymbol: TSE:9936Market cap: JP¥147.4b価格と性能株価の高値、安値、推移の概要PLENUS過去の株価現在の株価JP¥2,634.0052週高値JP¥2,639.0052週安値JP¥1,845.00ベータ0.171ヶ月の変化0%3ヶ月変化-0.11%1年変化31.44%3年間の変化53.23%5年間の変化28.24%IPOからの変化240.37%最新ニュースお知らせ • Jan 27Plenus Co., Ltd. Provides Dividend Guidance for the Year Ending February 28, 2023PLENUS Co., Ltd. provides dividend guidance for the year ending February 28, 2023. The company expects to pay nil against JPY 30.00 paid a year ago.Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥32.26 (vs JP¥34.68 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.26 (down from JP¥34.68 in 3Q 2022). Revenue: JP¥38.3b (up 6.5% from 3Q 2022). Net income: JP¥1.24b (down 7.0% from 3Q 2022). Profit margin: 3.2% (down from 3.7% in 3Q 2022). Revenue is forecast to grow 3.6% 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 105% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 27PLENUS Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023PLENUS Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Nov 01+ 2 more updatesPLENUS Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023PLENUS Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 149,800 million, operating profit of JPY 6,060 million, profit attributable to owners of parent JPY 3,040 million and basic earnings per share of JPY 79.21.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥2,635, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the Hospitality industry in Japan. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,946 per share.最新情報をもっと見るRecent updatesお知らせ • Jan 27Plenus Co., Ltd. Provides Dividend Guidance for the Year Ending February 28, 2023PLENUS Co., Ltd. provides dividend guidance for the year ending February 28, 2023. The company expects to pay nil against JPY 30.00 paid a year ago.Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥32.26 (vs JP¥34.68 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.26 (down from JP¥34.68 in 3Q 2022). Revenue: JP¥38.3b (up 6.5% from 3Q 2022). Net income: JP¥1.24b (down 7.0% from 3Q 2022). Profit margin: 3.2% (down from 3.7% in 3Q 2022). Revenue is forecast to grow 3.6% 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 105% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 27PLENUS Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023PLENUS Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Nov 01+ 2 more updatesPLENUS Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023PLENUS Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 149,800 million, operating profit of JPY 6,060 million, profit attributable to owners of parent JPY 3,040 million and basic earnings per share of JPY 79.21.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥2,635, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the Hospitality industry in Japan. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,946 per share.Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥35.96 (vs JP¥29.26 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.96 (up from JP¥29.26 in 2Q 2022). Revenue: JP¥36.7b (up 4.5% from 2Q 2022). Net income: JP¥1.38b (up 23% from 2Q 2022). Profit margin: 3.8% (up from 3.2% in 2Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 08 November 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).お知らせ • Aug 21PLENUS Co., Ltd. to Report Q2, 2023 Results on Oct 14, 2022PLENUS Co., Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022お知らせ • Jul 27+ 1 more updatePLENUS Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year Ending February 28, 2023PLENUS Co., Ltd. provided dividend guidance of JPY 30.00 per share for the full year ending February 28, 2023 against JPY 30.00 per share a year ago.For the quarter, the company expects dividend of JPY 30.00 per share against JPY 30.00 per share a year ago.Reported Earnings • Jul 15First quarter 2023 earnings released: EPS: JP¥36.53 (vs JP¥26.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥36.53 (up from JP¥26.13 in 1Q 2022). Revenue: JP¥36.6b (up 1.9% from 1Q 2022). Net income: JP¥1.40b (up 40% from 1Q 2022). Profit margin: 3.8% (up from 2.8% in 1Q 2022). Over the next year, revenue is forecast to grow 4.5%, compared to a 47% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 29Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥58.04 (up from JP¥66.37 loss in FY 2021). Revenue: JP¥143.0b (up 1.8% from FY 2021). Net income: JP¥2.23b (up JP¥4.77b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 4.4%, compared to a 51% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • May 22Plenus Company Limited to Report Q1, 2023 Results on Jul 13, 2022Plenus Company Limited announced that they will report Q1, 2023 results on Jul 13, 2022お知らせ • May 03+ 1 more updatePlenus Company Limited Provides Dividend Guidance for the Second Quarter and Full Year Ending February 28, 2023; Announces Cash Dividend for the Year Ended February 28, 2022, Payable on May 25, 2022Plenus Company Limited provided dividend guidance of JPY 30.00 per share for the full year ending February 28, 2023 against JPY 30.00 per share a year ago.For the quarter, the company expects dividend of JPY 30.00 per share against JPY 30.00 per share a year ago.The company announced cash dividend of JPY 30 per share for the year ended February 28, 2022 against JPY 30.00 per share a year ago. Payment date is May 25, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 15Plenus Company Limited, Annual General Meeting, May 25, 2022Plenus Company Limited, Annual General Meeting, May 25, 2022.Reported Earnings • Apr 14Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥58.04 (up from JP¥66.37 loss in FY 2021). Revenue: JP¥143.0b (up 1.8% from FY 2021). Net income: JP¥2.23b (up JP¥4.77b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 2.8%, compared to a 68% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 22Plenus Company Limited to Report Fiscal Year 2022 Results on Apr 13, 2022Plenus Company Limited announced that they will report fiscal year 2022 results on Apr 13, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 11 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).お知らせ • Jan 27Plenus Company Limited Provides Earnings Guidance for the Year Ending February 28, 2022Plenus Company Limited provided earning guidance for the year ending February 28, 2022 For the period, the company expects net sales of JPY 145,230 million, operating profit of JPY 5,400 million, ordinary profit of JPY 6,040 million, profit attributable to owners of parent JPY 2,510 million and profit per share JPY 65.45.Reported Earnings • Jan 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥34.68 (up from JP¥19.95 in 3Q 2021). Revenue: JP¥36.0b (down 2.4% from 3Q 2021). Net income: JP¥1.33b (up 74% from 3Q 2021). Profit margin: 3.7% (up from 2.1% in 3Q 2021). Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) exceeded analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the next year, revenue is forecast to grow 3.6%, compared to a 56% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 13Second quarter 2022 earnings released: EPS JP¥29.26 (vs JP¥20.00 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥35.1b (up 1.0% from 2Q 2021). Net income: JP¥1.12b (up JP¥1.89b from 2Q 2021). Profit margin: 3.2% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.Reported Earnings • Jul 12First quarter 2022 earnings released: EPS JP¥26.13 (vs JP¥24.24 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥35.9b (up 7.5% from 1Q 2021). Net income: JP¥1.00b (up JP¥1.93b from 1Q 2021). Profit margin: 2.8% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • May 30Full year 2021 earnings released: JP¥66.37 loss per share (vs JP¥76.57 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥140.5b (down 6.1% from FY 2020). Net loss: JP¥2.55b (loss narrowed 13% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 17Full year 2021 earnings released: JP¥66.37 loss per share (vs JP¥76.57 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥140.5b (down 6.1% from FY 2020). Net loss: JP¥2.55b (loss narrowed 13% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.お知らせ • Feb 24Plenus Company Limited to Report Fiscal Year 2021 Results on Apr 14, 2021Plenus Company Limited announced that they will report fiscal year 2021 results on Apr 14, 2021Is New 90 Day High Low • Feb 02New 90-day high: JP¥2,036The company is up 19% from its price of JP¥1,712 on 04 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.Analyst Estimate Surprise Post Earnings • Jan 19Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 226%. Over the next year, revenue is forecast to grow 5.0%, compared to a 12% growth forecast for the Hospitality industry in Japan.Analyst Estimate Surprise Post Earnings • Jan 16Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 226%. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the Hospitality industry in Japan.Is New 90 Day High Low • Jan 15New 90-day high: JP¥1,872The company is up 10.0% from its price of JP¥1,705 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 6.0% over the same period.Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥19.95The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥36.9b (flat on 3Q 2020). Net income: JP¥765.0m (up JP¥841.0m from 3Q 2020). Profit margin: 2.1% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 88% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Aug 10Plenus Company Limited to Report Q2, 2021 Results on Oct 09, 2020Plenus Company Limited announced that they will report Q2, 2021 results on Oct 09, 2020株主還元9945JP HospitalityJP 市場7D-0.08%-0.6%-3.1%1Y31.4%-11.0%38.2%株主還元を見る業界別リターン: 9945過去 1 年間で-11 % 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: 9945過去 1 年間で38.2 % の収益を上げたJP市場を上回りました。価格変動Is 9945's price volatile compared to industry and market?9945 volatility9945 Average Weekly Movement0.1%Hospitality Industry Average Movement3.7%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 9945 、 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: 9945の 週次ボラティリティ ( 0% ) 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19601,640Tatsuo Shioiwww.plenus.co.jpもっと見るPLENUS Co., Ltd. 基礎のまとめPLENUS の収益と売上を時価総額と比較するとどうか。9945 基礎統計学時価総額JP¥101.09b収益（TTM）JP¥2.79b売上高(TTM)JP¥147.63b36.2xPER（株価収益率0.7xP/Sレシオ9945 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9945 損益計算書（TTM）収益JP¥147.63b売上原価JP¥71.62b売上総利益JP¥76.01bその他の費用JP¥73.22b収益JP¥2.79b直近の収益報告Nov 30, 2022次回決算日該当なし一株当たり利益（EPS）72.72グロス・マージン51.48%純利益率1.89%有利子負債／自己資本比率2.7%9945 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2.3%現在の配当利回り41%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/02/28 04:36終値2023/02/22 00:00収益2022/11/30年間収益2022/02/28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PLENUS Co., Ltd. 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。4 アナリスト機関Shun IgarashiDaiwa Securities Co. Ltd.Seiichiro SamejimaIchiyoshi Research Institute Inc.Kyoichiro ShigemuraNomura Securities Co. Ltd.1 その他のアナリストを表示
お知らせ • Jan 27Plenus Co., Ltd. Provides Dividend Guidance for the Year Ending February 28, 2023PLENUS Co., Ltd. provides dividend guidance for the year ending February 28, 2023. The company expects to pay nil against JPY 30.00 paid a year ago.
Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥32.26 (vs JP¥34.68 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.26 (down from JP¥34.68 in 3Q 2022). Revenue: JP¥38.3b (up 6.5% from 3Q 2022). Net income: JP¥1.24b (down 7.0% from 3Q 2022). Profit margin: 3.2% (down from 3.7% in 3Q 2022). Revenue is forecast to grow 3.6% 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 105% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 27PLENUS Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023PLENUS Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Nov 01+ 2 more updatesPLENUS Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023PLENUS Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 149,800 million, operating profit of JPY 6,060 million, profit attributable to owners of parent JPY 3,040 million and basic earnings per share of JPY 79.21.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥2,635, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the Hospitality industry in Japan. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,946 per share.
お知らせ • Jan 27Plenus Co., Ltd. Provides Dividend Guidance for the Year Ending February 28, 2023PLENUS Co., Ltd. provides dividend guidance for the year ending February 28, 2023. The company expects to pay nil against JPY 30.00 paid a year ago.
Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥32.26 (vs JP¥34.68 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.26 (down from JP¥34.68 in 3Q 2022). Revenue: JP¥38.3b (up 6.5% from 3Q 2022). Net income: JP¥1.24b (down 7.0% from 3Q 2022). Profit margin: 3.2% (down from 3.7% in 3Q 2022). Revenue is forecast to grow 3.6% 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 105% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 27PLENUS Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023PLENUS Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Nov 01+ 2 more updatesPLENUS Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023PLENUS Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 149,800 million, operating profit of JPY 6,060 million, profit attributable to owners of parent JPY 3,040 million and basic earnings per share of JPY 79.21.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥2,635, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the Hospitality industry in Japan. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,946 per share.
Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥35.96 (vs JP¥29.26 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.96 (up from JP¥29.26 in 2Q 2022). Revenue: JP¥36.7b (up 4.5% from 2Q 2022). Net income: JP¥1.38b (up 23% from 2Q 2022). Profit margin: 3.8% (up from 3.2% in 2Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 08 November 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).
お知らせ • Aug 21PLENUS Co., Ltd. to Report Q2, 2023 Results on Oct 14, 2022PLENUS Co., Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022
お知らせ • Jul 27+ 1 more updatePLENUS Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year Ending February 28, 2023PLENUS Co., Ltd. provided dividend guidance of JPY 30.00 per share for the full year ending February 28, 2023 against JPY 30.00 per share a year ago.For the quarter, the company expects dividend of JPY 30.00 per share against JPY 30.00 per share a year ago.
Reported Earnings • Jul 15First quarter 2023 earnings released: EPS: JP¥36.53 (vs JP¥26.13 in 1Q 2022)First quarter 2023 results: EPS: JP¥36.53 (up from JP¥26.13 in 1Q 2022). Revenue: JP¥36.6b (up 1.9% from 1Q 2022). Net income: JP¥1.40b (up 40% from 1Q 2022). Profit margin: 3.8% (up from 2.8% in 1Q 2022). Over the next year, revenue is forecast to grow 4.5%, compared to a 47% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 29Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥58.04 (up from JP¥66.37 loss in FY 2021). Revenue: JP¥143.0b (up 1.8% from FY 2021). Net income: JP¥2.23b (up JP¥4.77b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 4.4%, compared to a 51% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • May 22Plenus Company Limited to Report Q1, 2023 Results on Jul 13, 2022Plenus Company Limited announced that they will report Q1, 2023 results on Jul 13, 2022
お知らせ • May 03+ 1 more updatePlenus Company Limited Provides Dividend Guidance for the Second Quarter and Full Year Ending February 28, 2023; Announces Cash Dividend for the Year Ended February 28, 2022, Payable on May 25, 2022Plenus Company Limited provided dividend guidance of JPY 30.00 per share for the full year ending February 28, 2023 against JPY 30.00 per share a year ago.For the quarter, the company expects dividend of JPY 30.00 per share against JPY 30.00 per share a year ago.The company announced cash dividend of JPY 30 per share for the year ended February 28, 2022 against JPY 30.00 per share a year ago. Payment date is May 25, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiji Isoyama was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 15Plenus Company Limited, Annual General Meeting, May 25, 2022Plenus Company Limited, Annual General Meeting, May 25, 2022.
Reported Earnings • Apr 14Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥58.04 (up from JP¥66.37 loss in FY 2021). Revenue: JP¥143.0b (up 1.8% from FY 2021). Net income: JP¥2.23b (up JP¥4.77b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 2.8%, compared to a 68% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 22Plenus Company Limited to Report Fiscal Year 2022 Results on Apr 13, 2022Plenus Company Limited announced that they will report fiscal year 2022 results on Apr 13, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 11 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).
お知らせ • Jan 27Plenus Company Limited Provides Earnings Guidance for the Year Ending February 28, 2022Plenus Company Limited provided earning guidance for the year ending February 28, 2022 For the period, the company expects net sales of JPY 145,230 million, operating profit of JPY 5,400 million, ordinary profit of JPY 6,040 million, profit attributable to owners of parent JPY 2,510 million and profit per share JPY 65.45.
Reported Earnings • Jan 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥34.68 (up from JP¥19.95 in 3Q 2021). Revenue: JP¥36.0b (down 2.4% from 3Q 2021). Net income: JP¥1.33b (up 74% from 3Q 2021). Profit margin: 3.7% (up from 2.1% in 3Q 2021). Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) exceeded analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the next year, revenue is forecast to grow 3.6%, compared to a 56% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 13Second quarter 2022 earnings released: EPS JP¥29.26 (vs JP¥20.00 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥35.1b (up 1.0% from 2Q 2021). Net income: JP¥1.12b (up JP¥1.89b from 2Q 2021). Profit margin: 3.2% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.
Reported Earnings • Jul 12First quarter 2022 earnings released: EPS JP¥26.13 (vs JP¥24.24 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥35.9b (up 7.5% from 1Q 2021). Net income: JP¥1.00b (up JP¥1.93b from 1Q 2021). Profit margin: 2.8% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • May 30Full year 2021 earnings released: JP¥66.37 loss per share (vs JP¥76.57 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥140.5b (down 6.1% from FY 2020). Net loss: JP¥2.55b (loss narrowed 13% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 17Full year 2021 earnings released: JP¥66.37 loss per share (vs JP¥76.57 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥140.5b (down 6.1% from FY 2020). Net loss: JP¥2.55b (loss narrowed 13% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 24Plenus Company Limited to Report Fiscal Year 2021 Results on Apr 14, 2021Plenus Company Limited announced that they will report fiscal year 2021 results on Apr 14, 2021
Is New 90 Day High Low • Feb 02New 90-day high: JP¥2,036The company is up 19% from its price of JP¥1,712 on 04 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.
Analyst Estimate Surprise Post Earnings • Jan 19Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 226%. Over the next year, revenue is forecast to grow 5.0%, compared to a 12% growth forecast for the Hospitality industry in Japan.
Analyst Estimate Surprise Post Earnings • Jan 16Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 226%. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the Hospitality industry in Japan.
Is New 90 Day High Low • Jan 15New 90-day high: JP¥1,872The company is up 10.0% from its price of JP¥1,705 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 6.0% over the same period.
Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥19.95The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥36.9b (flat on 3Q 2020). Net income: JP¥765.0m (up JP¥841.0m from 3Q 2020). Profit margin: 2.1% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 88% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 10Plenus Company Limited to Report Q2, 2021 Results on Oct 09, 2020Plenus Company Limited announced that they will report Q2, 2021 results on Oct 09, 2020
