View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsFancl 将来の成長Future 基準チェック /36Fancl利益と収益がそれぞれ年間14.7%と6.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.4% 14.7%なると予測されています。主要情報14.7%収益成長率14.65%EPS成長率Personal Products 収益成長15.1%収益成長率6.4%将来の株主資本利益率13.42%アナリストカバレッジLow最終更新日18 Dec 2024今後の成長に関する最新情報お知らせ • May 11+ 1 more updateFancl Corporation Provides Consolidated Earnings Guidance for the Interim Period Ending September 30, 2024 and Full Year Ending March 31, 2025Fancl Corporation provided consolidated earnings guidance for the interim period ending September 30, 2024 and full year ending March 31, 2025. For the interim period ending September 30, 2024, the company expects Net sales of JPY 55,730 million, Operating income of JPY 6,590 million, Profit (loss) attributable to owners of parent of JPY 4,500 million and Net Income per Share of JPY 37.20.For the full year ending March 31, 2025, the company expects Net sales of JPY 118,500 million, Operating income of JPY 14,500 million, Profit (loss) attributable to owners of parent of JPY 10,000 million and Net Income per Share of JPY 82.68.Price Target Changed • Jun 15Price target decreased by 7.1% to JP¥2,679Down from JP¥2,882, the current price target is an average from 9 analysts. New target price is 12% above last closing price of JP¥2,383. Stock is up 9.9% over the past year. The company is forecast to post earnings per share of JP¥73.00 for next year compared to JP¥41.11 last year.Price Target Changed • Mar 03Price target decreased by 7.7% to JP¥2,886Down from JP¥3,127, the current price target is an average from 9 analysts. New target price is 15% above last closing price of JP¥2,516. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥59.35 for next year compared to JP¥61.50 last year.Price Target Changed • Dec 18Price target raised to JP¥3,993Up from JP¥3,729, the current price target is an average from 11 analysts. The new target price is 6.6% below the current share price of JP¥4,275. As of last close, the stock is up 43% over the past year.すべての更新を表示Recent updatesお知らせ • Dec 18Fancl Corporation(TSE:4921) dropped from FTSE All-World Index (USD)Fancl Corporation(TSE:4921) dropped from FTSE All-World Index (USD)お知らせ • Dec 04Fancl Corporation to Delist from Prime Section of the Tokyo Stock Exchange, Effective December 18, 2024Fancl Corporation will be delisted from Prime Section of the Tokyo Stock Exchange effective from December 18, 2024, due to reverse stock split.Reported Earnings • Nov 07Second quarter 2025 earnings released: EPS: JP¥7.25 (vs JP¥17.59 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.25 (down from JP¥17.59 in 2Q 2024). Revenue: JP¥26.2b (down 2.9% from 2Q 2024). Net income: JP¥877.0m (down 59% from 2Q 2024). Profit margin: 3.4% (down from 7.9% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Sep 25Fancl Corporation to Report Q2, 2025 Results on Nov 05, 2024Fancl Corporation announced that they will report Q2, 2025 results on Nov 05, 2024お知らせ • Sep 12Kirin Holdings Company, Limited (TSE:2503) completed the acquisition of 42.72% stake in Fancl Corporation (TSE:4921) for approximately ¥150 billion.Kirin Holdings Company, Limited (TSE:2503) proposed to acquire remaining 67.48% stake in Fancl Corporation (TSE:4921) for ¥230 billion on June 14, 2024. Under the terms of agreement, The Kirin group, owner of 'Ichiban' beer or 'Four Roses' bourbon, offered a cash payment of ¥2,620 (€15.74) for each FANCL share, which represented a 43% premium on the price. The transaction is subject to approval of merger agreement by target board. The Board of Directors of Fancl Corporation formed a special committee for the transaction. Financed through interest-bearing debt. The expected completion of the transaction is July 29, 2024. As of July 29, 2024, Kirin extends the term of its purchase offer for 66% of the cosmetic group FANCL to extend the Tender Offer Period to August 13, 2024, for a total tend the Tender Offer Period to August 13, 2024, for a total of 40 business days of 40 business days. As of August 6, 2024, the offer price has been revised to ¥2,800 and the offer period has been extended until August 28, 2024, for a total of 51 business days. Nagashima Ohno & Tsunematsu as its legal advisor and Nomura Securities Co., Ltd. as its financial advisor to Kirin Holdings Company, Limited (TSE:2503). Mori Hamada & Matsumoto (“MHM”) and Uryu & Itoga as its own legal advisor and PLUTUS CONSULTING Co., Ltd and Plutus Consulting Co., Ltd. as its own financial advisor to Fancl Corporation. Kirin Holdings Company, Limited (TSE:2503) completed the acquisition of 42.72% stake in Fancl Corporation (TSE:4921) for approximately ¥150 billion on September 11, 2024. Company will become a consolidated subsidiary of the Tender Offeror as of September 19, 2024. The Tender Offeror purchased 51,946,863 shares was not less than the minimum number of shares to be purchased 41,117,700 shares. Payment of the purchase price will be made in cash.Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: JP¥13.83 (vs JP¥18.10 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.83 (down from JP¥18.10 in 1Q 2024). Revenue: JP¥26.0b (down 4.1% from 1Q 2024). Net income: JP¥1.67b (down 24% from 1Q 2024). Profit margin: 6.4% (down from 8.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 7% per year.分析記事 • Jul 30Fancl Corporation's (TSE:4921) Popularity With Investors Is ClearWith a price-to-earnings (or "P/E") ratio of 38.9x Fancl Corporation ( TSE:4921 ) may be sending very bearish signals...Buy Or Sell Opportunity • Jul 29Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 54% to JP¥2,840. The fair value is estimated to be JP¥2,324, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • Jul 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥2,733. The fair value is estimated to be JP¥2,263, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • Jun 28Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥73.03 (up from JP¥41.11 in FY 2023). Revenue: JP¥110.9b (up 7.0% from FY 2023). Net income: JP¥8.83b (up 78% from FY 2023). Profit margin: 8.0% (up from 4.8% in FY 2023). 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 5.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Jun 26Fancl Corporation to Report Q1, 2025 Results on Aug 02, 2024Fancl Corporation announced that they will report Q1, 2025 results on Aug 02, 2024Buy Or Sell Opportunity • Jun 17Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥2,775. The fair value is estimated to be JP¥2,132, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Jun 16Kirin Holdings Company, Limited (TSE:2503) proposed to acquire remaining 67.48% stake in Fancl Corporation (TSE:4921) for ¥220 billion.Kirin Holdings Company, Limited (TSE:2503) proposed to acquire remaining 67.48% stake in Fancl Corporation (TSE:4921) for ¥220 billion on June 14, 2024. The transaction is subject to approval of merger agreement by target board. The Board of Directors of Fancl Corporation formed a special committee for the transaction. Financed through interest-bearing debt. The expected completion of the transaction is July 29, 2024. Nagashima Ohno & Tsunematsu as itslegal advisor and Nomura Securities Co., Ltd. as its financial advisor to Kirin Holdings Company, Limited (TSE:2503). Mori Hamada & Matsumoto (“MHM”) and Uryu & Itoga as its own legal advisor and PLUTUS CONSULTING Co., Ltd and Plutus Consulting Co., Ltd. as its own financial advisor to Fancl Corporation.New Risk • Jun 14New 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.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,285, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Personal Products industry in Japan. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,116 per share.分析記事 • Jun 12A Look At The Fair Value Of Fancl Corporation (TSE:4921)Key Insights Fancl's estimated fair value is JP¥2,125 based on 2 Stage Free Cash Flow to Equity Current share price of...Buy Or Sell Opportunity • May 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to JP¥1,969. The fair value is estimated to be JP¥2,512, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • May 11+ 1 more updateFancl Corporation Provides Consolidated Earnings Guidance for the Interim Period Ending September 30, 2024 and Full Year Ending March 31, 2025Fancl Corporation provided consolidated earnings guidance for the interim period ending September 30, 2024 and full year ending March 31, 2025. For the interim period ending September 30, 2024, the company expects Net sales of JPY 55,730 million, Operating income of JPY 6,590 million, Profit (loss) attributable to owners of parent of JPY 4,500 million and Net Income per Share of JPY 37.20.For the full year ending March 31, 2025, the company expects Net sales of JPY 118,500 million, Operating income of JPY 14,500 million, Profit (loss) attributable to owners of parent of JPY 10,000 million and Net Income per Share of JPY 82.68.お知らせ • May 10Fancl Corporation, Annual General Meeting, Jun 22, 2024Fancl Corporation, Annual General Meeting, Jun 22, 2024.分析記事 • May 09Fancl (TSE:4921) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • May 09Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥73.03 (up from JP¥41.11 in FY 2023). Revenue: JP¥110.9b (up 7.0% from FY 2023). Net income: JP¥8.83b (up 78% from FY 2023). Profit margin: 8.0% (up from 4.8% in FY 2023). 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 5.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.分析記事 • Apr 16Fancl Corporation (TSE:4921) Not Flying Under The RadarFancl Corporation's ( TSE:4921 ) price-to-earnings (or "P/E") ratio of 30.1x might make it look like a strong sell...Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).分析記事 • Mar 12Fancl (TSE:4921) Is Paying Out A Dividend Of ¥17.00Fancl Corporation ( TSE:4921 ) has announced that it will pay a dividend of ¥17.00 per share on the 26th of June. This...お知らせ • Mar 08Fancl Corporation to Report Fiscal Year 2024 Results on May 08, 2024Fancl Corporation announced that they will report fiscal year 2024 results on May 08, 2024分析記事 • Feb 27Fancl's (TSE:4921) Dividend Will Be ¥17.00The board of Fancl Corporation ( TSE:4921 ) has announced that it will pay a dividend of ¥17.00 per share on the 26th...Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥21.79 (vs JP¥14.09 in 3Q 2023)Third quarter 2024 results: EPS: JP¥21.79 (up from JP¥14.09 in 3Q 2023). Revenue: JP¥29.3b (up 3.6% from 3Q 2023). Net income: JP¥2.64b (up 55% from 3Q 2023). Profit margin: 9.0% (up from 6.0% in 3Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 09Fancl Corporation to Report Q3, 2024 Results on Feb 06, 2024Fancl Corporation announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 04Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥17.59 (up from JP¥12.29 in 2Q 2023). Revenue: JP¥26.9b (up 7.6% from 2Q 2023). Net income: JP¥2.13b (up 43% from 2Q 2023). Profit margin: 7.9% (up from 5.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥17.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).お知らせ • Aug 31Fancl Corporation to Report First Half, 2024 Results on Nov 02, 2023Fancl Corporation announced that they will report first half, 2024 results on Nov 02, 2023Reported Earnings • Aug 06First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥18.10 (up from JP¥9.67 in 1Q 2023). Revenue: JP¥27.2b (up 6.0% from 1Q 2023). Net income: JP¥2.19b (up 87% from 1Q 2023). Profit margin: 8.1% (up from 4.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jun 18Fancl Corporation to Report Q1, 2024 Results on Aug 04, 2023Fancl Corporation announced that they will report Q1, 2024 results on Aug 04, 2023Price Target Changed • Jun 15Price target decreased by 7.1% to JP¥2,679Down from JP¥2,882, the current price target is an average from 9 analysts. New target price is 12% above last closing price of JP¥2,383. Stock is up 9.9% over the past year. The company is forecast to post earnings per share of JP¥73.00 for next year compared to JP¥41.11 last year.お知らせ • May 19FANCL Corporation Announces Management ChangesFANCL Corporation at its board meeting held on May 18, 2023 announced that Akihiro Yanagisawa, director will retire at the end of his term. Kengo Muraoka is promoted from Executive Officer General Manager, Direct Sales Division to Senior Executive Officer General Manager, Direct Sales Division. Mika Ishizawa is promoted from General Manager, Advertising Division to Deputy Executive Officer General Manager, Advertising Division.Reported Earnings • May 11Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥41.11 (down from JP¥61.50 in FY 2022). Revenue: JP¥103.6b (flat on FY 2022). Net income: JP¥4.97b (down 33% from FY 2022). Profit margin: 4.8% (down from 7.1% in FY 2022). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • May 10Fancl Corporation, Annual General Meeting, Jun 24, 2023Fancl Corporation, Annual General Meeting, Jun 24, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).Price Target Changed • Mar 03Price target decreased by 7.7% to JP¥2,886Down from JP¥3,127, the current price target is an average from 9 analysts. New target price is 15% above last closing price of JP¥2,516. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥59.35 for next year compared to JP¥61.50 last year.Reported Earnings • Feb 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥14.09 (down from JP¥20.07 in 3Q 2022). Revenue: JP¥28.3b (down 2.5% from 3Q 2022). Net income: JP¥1.70b (down 30% from 3Q 2022). Profit margin: 6.0% (down from 8.3% in 3Q 2022). Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Dec 04Fancl Corporation to Report Q3, 2023 Results on Feb 07, 2023Fancl Corporation announced that they will report Q3, 2023 results on Feb 07, 2023Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). President, CEO & Representative Director Kazuyuki Shimada is the most experienced director on the board, commencing their role in 2007. Outside Independent Director Akira Matsumoto was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 06Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥12.29 (down from JP¥15.27 in 2Q 2022). Revenue: JP¥25.0b (up 1.3% from 2Q 2022). Net income: JP¥1.49b (down 19% from 2Q 2022). Profit margin: 5.9% (down from 7.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).Reported Earnings • Aug 07First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: JP¥9.67 (down from JP¥18.46 in 1Q 2022). Revenue: JP¥25.6b (up 1.7% from 1Q 2022). Net income: JP¥1.17b (down 48% from 1Q 2022). Profit margin: 4.6% (down from 8.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 8.2%, compared to a 3.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • May 11Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥61.50 (down from JP¥66.45 in FY 2021). Revenue: JP¥104.0b (down 9.5% from FY 2021). Net income: JP¥7.42b (down 7.4% from FY 2021). Profit margin: 7.1% (in line with FY 2021). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 8.8%. Over the next year, revenue is forecast to grow 8.8%, compared to a 4.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 8% per year.Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. 2 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). President, CEO & Representative Director Kazuyuki Shimada is the most experienced director on the board, commencing their role in 2007. Outside Independent Director Akira Matsumoto was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 49% and the cash payout ratio is 88%. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.7%).Reported Earnings • Jan 30Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥20.07 (down from JP¥21.43 in 3Q 2021). Revenue: JP¥29.0b (down 8.8% from 3Q 2021). Net income: JP¥2.42b (down 6.3% from 3Q 2021). Profit margin: 8.3% (up from 8.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 5.1%, compared to a 4.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥15.27 (vs JP¥17.38 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥24.7b (down 12% from 2Q 2021). Net income: JP¥1.84b (down 12% from 2Q 2021). Profit margin: 7.5% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.4%).Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥18.46 (vs JP¥12.24 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥25.2b (down 4.3% from 1Q 2021). Net income: JP¥2.23b (up 51% from 1Q 2021). Profit margin: 8.8% (up from 5.6% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥66.45 (vs JP¥83.11 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥114.9b (down 9.4% from FY 2020). Net income: JP¥8.02b (down 20% from FY 2020). Profit margin: 7.0% (down from 7.9% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 22 June 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.3%).Is New 90 Day High Low • Mar 10New 90-day low: JP¥3,720The company is down 12% from its price of JP¥4,235 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,099 per share.Reported Earnings • Jan 29Third quarter 2021 earnings released: EPS JP¥21.43 (vs JP¥23.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥31.8b (down 2.1% from 3Q 2020). Net income: JP¥2.59b (down 7.3% from 3Q 2020). Profit margin: 8.1% (down from 8.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Jan 29Revenue and earnings miss expectationsRevenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 11%, compared to a 3.8% growth forecast for the Personal Products industry in Japan.Price Target Changed • Dec 18Price target raised to JP¥3,993Up from JP¥3,729, the current price target is an average from 11 analysts. The new target price is 6.6% below the current share price of JP¥4,275. As of last close, the stock is up 43% over the past year.Is New 90 Day High Low • Dec 11New 90-day high: JP¥4,295The company is up 21% from its price of JP¥3,560 on 11 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Personal Products industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,303 per share.お知らせ • Jul 05Fancl Corporation to Report Q1, 2021 Results on Aug 04, 2020Fancl Corporation announced that they will report Q1, 2021 results on Aug 04, 2020業績と収益の成長予測TSE:4921 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2027131,80013,05011,53014,93023/31/2026125,15011,55010,50013,55023/31/2025118,35010,0259,61212,31229/30/2024109,0037,06710,09712,426N/A6/30/2024109,7718,317N/AN/AN/A3/31/2024110,8818,8338,88711,323N/A12/31/2023108,0567,564N/AN/AN/A9/30/2023107,0336,6328,25410,437N/A6/30/2023105,1375,991N/AN/AN/A3/31/2023103,5954,97010,92712,952N/A12/31/2022104,0305,287N/AN/AN/A9/30/2022104,7556,00510,50012,851N/A6/30/2022104,4266,362N/AN/AN/A3/31/2022103,9927,4218,00913,097N/A12/31/2021107,7308,349N/AN/AN/A9/30/2021110,5208,5134,68113,770N/A6/30/2021113,7878,767N/AN/AN/A3/31/2021114,9098,0161,80410,011N/A12/31/2020114,1897,482N/AN/AN/A9/30/2020114,8727,68664411,040N/A6/30/2020120,5648,852N/AN/AN/A3/31/2020126,8109,9853,14814,380N/A12/31/2019127,89610,026N/AN/AN/A9/30/2019128,4119,6715,71310,941N/A6/30/2019124,2418,098N/AN/AN/A3/31/2019122,4968,6495,3498,731N/A12/31/2018120,7438,637N/AN/AN/A9/30/2018117,4508,5567,32910,515N/A6/30/2018113,9298,590N/AN/AN/A3/31/2018109,0196,191N/A10,531N/A12/31/2017106,2235,984N/AN/AN/A9/30/2017101,9983,758N/A6,134N/A6/30/201798,7116,148N/AN/AN/A3/31/201796,3055,146N/A2,192N/A12/31/201694,5383,602N/AN/AN/A9/30/201693,8224,268N/A2,416N/A6/30/201692,221-187N/AN/AN/A3/31/201690,850522N/A3,170N/A12/31/201587,3371,539N/AN/AN/A9/30/201584,2821,855N/A5,459N/A6/30/201581,8813,071N/AN/AN/A3/31/201577,6322,301N/A5,946N/A12/31/201479,5922,866N/AN/AN/A9/30/201478,9082,453N/A5,351N/A6/30/201478,868804N/AN/AN/A3/31/201481,1181,343N/A6,595N/A12/31/201380,011-3,707N/A6,129N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4921の予測収益成長率 (年間14.7% ) は 貯蓄率 ( 0.3% ) を上回っています。収益対市場: 4921の収益 ( 14.7% ) はJP市場 ( 8.7% ) よりも速いペースで成長すると予測されています。高成長収益: 4921の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 4921の収益 ( 6.4% ) JP市場 ( 5.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 4921の収益 ( 6.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4921の 自己資本利益率 は、3年後には低くなると予測されています ( 13.4 %)。成長企業の発掘7D1Y7D1Y7D1YHousehold 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/12/19 15:09終値2024/12/17 00:00収益2024/09/30年間収益2024/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Fancl Corporation 2 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。12 アナリスト機関Mitsuko MiyasakoBarclaysYusuke NishizakiBofA Global ResearchNobuyoshi MiuraCitigroup Inc9 その他のアナリストを表示
お知らせ • May 11+ 1 more updateFancl Corporation Provides Consolidated Earnings Guidance for the Interim Period Ending September 30, 2024 and Full Year Ending March 31, 2025Fancl Corporation provided consolidated earnings guidance for the interim period ending September 30, 2024 and full year ending March 31, 2025. For the interim period ending September 30, 2024, the company expects Net sales of JPY 55,730 million, Operating income of JPY 6,590 million, Profit (loss) attributable to owners of parent of JPY 4,500 million and Net Income per Share of JPY 37.20.For the full year ending March 31, 2025, the company expects Net sales of JPY 118,500 million, Operating income of JPY 14,500 million, Profit (loss) attributable to owners of parent of JPY 10,000 million and Net Income per Share of JPY 82.68.
Price Target Changed • Jun 15Price target decreased by 7.1% to JP¥2,679Down from JP¥2,882, the current price target is an average from 9 analysts. New target price is 12% above last closing price of JP¥2,383. Stock is up 9.9% over the past year. The company is forecast to post earnings per share of JP¥73.00 for next year compared to JP¥41.11 last year.
Price Target Changed • Mar 03Price target decreased by 7.7% to JP¥2,886Down from JP¥3,127, the current price target is an average from 9 analysts. New target price is 15% above last closing price of JP¥2,516. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥59.35 for next year compared to JP¥61.50 last year.
Price Target Changed • Dec 18Price target raised to JP¥3,993Up from JP¥3,729, the current price target is an average from 11 analysts. The new target price is 6.6% below the current share price of JP¥4,275. As of last close, the stock is up 43% over the past year.
お知らせ • Dec 18Fancl Corporation(TSE:4921) dropped from FTSE All-World Index (USD)Fancl Corporation(TSE:4921) dropped from FTSE All-World Index (USD)
お知らせ • Dec 04Fancl Corporation to Delist from Prime Section of the Tokyo Stock Exchange, Effective December 18, 2024Fancl Corporation will be delisted from Prime Section of the Tokyo Stock Exchange effective from December 18, 2024, due to reverse stock split.
Reported Earnings • Nov 07Second quarter 2025 earnings released: EPS: JP¥7.25 (vs JP¥17.59 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.25 (down from JP¥17.59 in 2Q 2024). Revenue: JP¥26.2b (down 2.9% from 2Q 2024). Net income: JP¥877.0m (down 59% from 2Q 2024). Profit margin: 3.4% (down from 7.9% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Sep 25Fancl Corporation to Report Q2, 2025 Results on Nov 05, 2024Fancl Corporation announced that they will report Q2, 2025 results on Nov 05, 2024
お知らせ • Sep 12Kirin Holdings Company, Limited (TSE:2503) completed the acquisition of 42.72% stake in Fancl Corporation (TSE:4921) for approximately ¥150 billion.Kirin Holdings Company, Limited (TSE:2503) proposed to acquire remaining 67.48% stake in Fancl Corporation (TSE:4921) for ¥230 billion on June 14, 2024. Under the terms of agreement, The Kirin group, owner of 'Ichiban' beer or 'Four Roses' bourbon, offered a cash payment of ¥2,620 (€15.74) for each FANCL share, which represented a 43% premium on the price. The transaction is subject to approval of merger agreement by target board. The Board of Directors of Fancl Corporation formed a special committee for the transaction. Financed through interest-bearing debt. The expected completion of the transaction is July 29, 2024. As of July 29, 2024, Kirin extends the term of its purchase offer for 66% of the cosmetic group FANCL to extend the Tender Offer Period to August 13, 2024, for a total tend the Tender Offer Period to August 13, 2024, for a total of 40 business days of 40 business days. As of August 6, 2024, the offer price has been revised to ¥2,800 and the offer period has been extended until August 28, 2024, for a total of 51 business days. Nagashima Ohno & Tsunematsu as its legal advisor and Nomura Securities Co., Ltd. as its financial advisor to Kirin Holdings Company, Limited (TSE:2503). Mori Hamada & Matsumoto (“MHM”) and Uryu & Itoga as its own legal advisor and PLUTUS CONSULTING Co., Ltd and Plutus Consulting Co., Ltd. as its own financial advisor to Fancl Corporation. Kirin Holdings Company, Limited (TSE:2503) completed the acquisition of 42.72% stake in Fancl Corporation (TSE:4921) for approximately ¥150 billion on September 11, 2024. Company will become a consolidated subsidiary of the Tender Offeror as of September 19, 2024. The Tender Offeror purchased 51,946,863 shares was not less than the minimum number of shares to be purchased 41,117,700 shares. Payment of the purchase price will be made in cash.
Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: JP¥13.83 (vs JP¥18.10 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.83 (down from JP¥18.10 in 1Q 2024). Revenue: JP¥26.0b (down 4.1% from 1Q 2024). Net income: JP¥1.67b (down 24% from 1Q 2024). Profit margin: 6.4% (down from 8.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 7% per year.
分析記事 • Jul 30Fancl Corporation's (TSE:4921) Popularity With Investors Is ClearWith a price-to-earnings (or "P/E") ratio of 38.9x Fancl Corporation ( TSE:4921 ) may be sending very bearish signals...
Buy Or Sell Opportunity • Jul 29Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 54% to JP¥2,840. The fair value is estimated to be JP¥2,324, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • Jul 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥2,733. The fair value is estimated to be JP¥2,263, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Jun 28Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥73.03 (up from JP¥41.11 in FY 2023). Revenue: JP¥110.9b (up 7.0% from FY 2023). Net income: JP¥8.83b (up 78% from FY 2023). Profit margin: 8.0% (up from 4.8% in FY 2023). 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 5.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Jun 26Fancl Corporation to Report Q1, 2025 Results on Aug 02, 2024Fancl Corporation announced that they will report Q1, 2025 results on Aug 02, 2024
Buy Or Sell Opportunity • Jun 17Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to JP¥2,775. The fair value is estimated to be JP¥2,132, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Jun 16Kirin Holdings Company, Limited (TSE:2503) proposed to acquire remaining 67.48% stake in Fancl Corporation (TSE:4921) for ¥220 billion.Kirin Holdings Company, Limited (TSE:2503) proposed to acquire remaining 67.48% stake in Fancl Corporation (TSE:4921) for ¥220 billion on June 14, 2024. The transaction is subject to approval of merger agreement by target board. The Board of Directors of Fancl Corporation formed a special committee for the transaction. Financed through interest-bearing debt. The expected completion of the transaction is July 29, 2024. Nagashima Ohno & Tsunematsu as itslegal advisor and Nomura Securities Co., Ltd. as its financial advisor to Kirin Holdings Company, Limited (TSE:2503). Mori Hamada & Matsumoto (“MHM”) and Uryu & Itoga as its own legal advisor and PLUTUS CONSULTING Co., Ltd and Plutus Consulting Co., Ltd. as its own financial advisor to Fancl Corporation.
New Risk • Jun 14New 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.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,285, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Personal Products industry in Japan. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,116 per share.
分析記事 • Jun 12A Look At The Fair Value Of Fancl Corporation (TSE:4921)Key Insights Fancl's estimated fair value is JP¥2,125 based on 2 Stage Free Cash Flow to Equity Current share price of...
Buy Or Sell Opportunity • May 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to JP¥1,969. The fair value is estimated to be JP¥2,512, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • May 11+ 1 more updateFancl Corporation Provides Consolidated Earnings Guidance for the Interim Period Ending September 30, 2024 and Full Year Ending March 31, 2025Fancl Corporation provided consolidated earnings guidance for the interim period ending September 30, 2024 and full year ending March 31, 2025. For the interim period ending September 30, 2024, the company expects Net sales of JPY 55,730 million, Operating income of JPY 6,590 million, Profit (loss) attributable to owners of parent of JPY 4,500 million and Net Income per Share of JPY 37.20.For the full year ending March 31, 2025, the company expects Net sales of JPY 118,500 million, Operating income of JPY 14,500 million, Profit (loss) attributable to owners of parent of JPY 10,000 million and Net Income per Share of JPY 82.68.
お知らせ • May 10Fancl Corporation, Annual General Meeting, Jun 22, 2024Fancl Corporation, Annual General Meeting, Jun 22, 2024.
分析記事 • May 09Fancl (TSE:4921) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 09Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥73.03 (up from JP¥41.11 in FY 2023). Revenue: JP¥110.9b (up 7.0% from FY 2023). Net income: JP¥8.83b (up 78% from FY 2023). Profit margin: 8.0% (up from 4.8% in FY 2023). 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 5.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
分析記事 • Apr 16Fancl Corporation (TSE:4921) Not Flying Under The RadarFancl Corporation's ( TSE:4921 ) price-to-earnings (or "P/E") ratio of 30.1x might make it look like a strong sell...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
分析記事 • Mar 12Fancl (TSE:4921) Is Paying Out A Dividend Of ¥17.00Fancl Corporation ( TSE:4921 ) has announced that it will pay a dividend of ¥17.00 per share on the 26th of June. This...
お知らせ • Mar 08Fancl Corporation to Report Fiscal Year 2024 Results on May 08, 2024Fancl Corporation announced that they will report fiscal year 2024 results on May 08, 2024
分析記事 • Feb 27Fancl's (TSE:4921) Dividend Will Be ¥17.00The board of Fancl Corporation ( TSE:4921 ) has announced that it will pay a dividend of ¥17.00 per share on the 26th...
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥21.79 (vs JP¥14.09 in 3Q 2023)Third quarter 2024 results: EPS: JP¥21.79 (up from JP¥14.09 in 3Q 2023). Revenue: JP¥29.3b (up 3.6% from 3Q 2023). Net income: JP¥2.64b (up 55% from 3Q 2023). Profit margin: 9.0% (up from 6.0% in 3Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 09Fancl Corporation to Report Q3, 2024 Results on Feb 06, 2024Fancl Corporation announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 04Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥17.59 (up from JP¥12.29 in 2Q 2023). Revenue: JP¥26.9b (up 7.6% from 2Q 2023). Net income: JP¥2.13b (up 43% from 2Q 2023). Profit margin: 7.9% (up from 5.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥17.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).
お知らせ • Aug 31Fancl Corporation to Report First Half, 2024 Results on Nov 02, 2023Fancl Corporation announced that they will report first half, 2024 results on Nov 02, 2023
Reported Earnings • Aug 06First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥18.10 (up from JP¥9.67 in 1Q 2023). Revenue: JP¥27.2b (up 6.0% from 1Q 2023). Net income: JP¥2.19b (up 87% from 1Q 2023). Profit margin: 8.1% (up from 4.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 18Fancl Corporation to Report Q1, 2024 Results on Aug 04, 2023Fancl Corporation announced that they will report Q1, 2024 results on Aug 04, 2023
Price Target Changed • Jun 15Price target decreased by 7.1% to JP¥2,679Down from JP¥2,882, the current price target is an average from 9 analysts. New target price is 12% above last closing price of JP¥2,383. Stock is up 9.9% over the past year. The company is forecast to post earnings per share of JP¥73.00 for next year compared to JP¥41.11 last year.
お知らせ • May 19FANCL Corporation Announces Management ChangesFANCL Corporation at its board meeting held on May 18, 2023 announced that Akihiro Yanagisawa, director will retire at the end of his term. Kengo Muraoka is promoted from Executive Officer General Manager, Direct Sales Division to Senior Executive Officer General Manager, Direct Sales Division. Mika Ishizawa is promoted from General Manager, Advertising Division to Deputy Executive Officer General Manager, Advertising Division.
Reported Earnings • May 11Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥41.11 (down from JP¥61.50 in FY 2022). Revenue: JP¥103.6b (flat on FY 2022). Net income: JP¥4.97b (down 33% from FY 2022). Profit margin: 4.8% (down from 7.1% in FY 2022). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • May 10Fancl Corporation, Annual General Meeting, Jun 24, 2023Fancl Corporation, Annual General Meeting, Jun 24, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%).
Price Target Changed • Mar 03Price target decreased by 7.7% to JP¥2,886Down from JP¥3,127, the current price target is an average from 9 analysts. New target price is 15% above last closing price of JP¥2,516. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥59.35 for next year compared to JP¥61.50 last year.
Reported Earnings • Feb 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥14.09 (down from JP¥20.07 in 3Q 2022). Revenue: JP¥28.3b (down 2.5% from 3Q 2022). Net income: JP¥1.70b (down 30% from 3Q 2022). Profit margin: 6.0% (down from 8.3% in 3Q 2022). Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 04Fancl Corporation to Report Q3, 2023 Results on Feb 07, 2023Fancl Corporation announced that they will report Q3, 2023 results on Feb 07, 2023
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). President, CEO & Representative Director Kazuyuki Shimada is the most experienced director on the board, commencing their role in 2007. Outside Independent Director Akira Matsumoto was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 06Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥12.29 (down from JP¥15.27 in 2Q 2022). Revenue: JP¥25.0b (up 1.3% from 2Q 2022). Net income: JP¥1.49b (down 19% from 2Q 2022). Profit margin: 5.9% (down from 7.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).
Reported Earnings • Aug 07First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: JP¥9.67 (down from JP¥18.46 in 1Q 2022). Revenue: JP¥25.6b (up 1.7% from 1Q 2022). Net income: JP¥1.17b (down 48% from 1Q 2022). Profit margin: 4.6% (down from 8.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 8.2%, compared to a 3.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 11Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥61.50 (down from JP¥66.45 in FY 2021). Revenue: JP¥104.0b (down 9.5% from FY 2021). Net income: JP¥7.42b (down 7.4% from FY 2021). Profit margin: 7.1% (in line with FY 2021). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 8.8%. Over the next year, revenue is forecast to grow 8.8%, compared to a 4.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 8% per year.
Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. 2 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). President, CEO & Representative Director Kazuyuki Shimada is the most experienced director on the board, commencing their role in 2007. Outside Independent Director Akira Matsumoto was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 49% and the cash payout ratio is 88%. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.7%).
Reported Earnings • Jan 30Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥20.07 (down from JP¥21.43 in 3Q 2021). Revenue: JP¥29.0b (down 8.8% from 3Q 2021). Net income: JP¥2.42b (down 6.3% from 3Q 2021). Profit margin: 8.3% (up from 8.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 5.1%, compared to a 4.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥15.27 (vs JP¥17.38 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥24.7b (down 12% from 2Q 2021). Net income: JP¥1.84b (down 12% from 2Q 2021). Profit margin: 7.5% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.4%).
Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥18.46 (vs JP¥12.24 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥25.2b (down 4.3% from 1Q 2021). Net income: JP¥2.23b (up 51% from 1Q 2021). Profit margin: 8.8% (up from 5.6% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥66.45 (vs JP¥83.11 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥114.9b (down 9.4% from FY 2020). Net income: JP¥8.02b (down 20% from FY 2020). Profit margin: 7.0% (down from 7.9% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 22 June 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.3%).
Is New 90 Day High Low • Mar 10New 90-day low: JP¥3,720The company is down 12% from its price of JP¥4,235 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,099 per share.
Reported Earnings • Jan 29Third quarter 2021 earnings released: EPS JP¥21.43 (vs JP¥23.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥31.8b (down 2.1% from 3Q 2020). Net income: JP¥2.59b (down 7.3% from 3Q 2020). Profit margin: 8.1% (down from 8.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Jan 29Revenue and earnings miss expectationsRevenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 11%, compared to a 3.8% growth forecast for the Personal Products industry in Japan.
Price Target Changed • Dec 18Price target raised to JP¥3,993Up from JP¥3,729, the current price target is an average from 11 analysts. The new target price is 6.6% below the current share price of JP¥4,275. As of last close, the stock is up 43% over the past year.
Is New 90 Day High Low • Dec 11New 90-day high: JP¥4,295The company is up 21% from its price of JP¥3,560 on 11 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Personal Products industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,303 per share.
お知らせ • Jul 05Fancl Corporation to Report Q1, 2021 Results on Aug 04, 2020Fancl Corporation announced that they will report Q1, 2021 results on Aug 04, 2020