View ValuationMTG 将来の成長Future 基準チェック /36MTG利益と収益がそれぞれ年間13.8%と15.4%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18.9% 13.8%なると予測されています。主要情報13.8%収益成長率13.82%EPS成長率Personal Products 収益成長17.2%収益成長率15.4%将来の株主資本利益率18.90%アナリストカバレッジLow最終更新日26 Jun 2026今後の成長に関する最新情報Price Target Changed • Mar 04Price target increased by 11% to JP¥7,075Up from JP¥6,400, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥5,670. Stock is up 197% over the past year. The company is forecast to post earnings per share of JP¥270 for next year compared to JP¥202 last year.分析記事 • Feb 17MTG Co., Ltd. Beat Revenue Forecasts By 18%: Here's What Analysts Are Forecasting NextShareholders of MTG Co., Ltd. ( TSE:7806 ) will be pleased this week, given that the stock price is up 20% to JP¥5,270...お知らせ • Feb 14MTG Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2026MTG Co., Ltd. revised consolidated earnings guidance for the fiscal year ending September 30, 2026. For the period, the company expects net sales to be JPY 128,000 million, operating profit to be JPY 14,000 million, profit attributable to owners of parent to be JPY 9,500 million or JPY 241.82 per basic share.Major Estimate Revision • Dec 02Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥112.6b to JP¥120.2b. EPS estimate increased from JP¥193 to JP¥235 per share. Net income forecast to grow 17% next year vs 14% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥5,970 to JP¥6,400. Share price rose 12% to JP¥4,435 over the past week.Price Target Changed • Aug 31Price target increased by 7.1% to JP¥5,970Up from JP¥5,575, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥4,590. Stock is up 205% over the past year. The company is forecast to post earnings per share of JP¥161 for next year compared to JP¥57.66 last year.Major Estimate Revision • Mar 22Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥75.8b to JP¥87.6b. EPS estimate increased from JP¥78.07 to JP¥104 per share. Net income forecast to shrink 6.2% next year vs 10% growth forecast for Personal Products industry in Japan . Consensus price target up from JP¥1,600 to JP¥2,900. Share price was steady at JP¥2,580 over the past week.すべての更新を表示Recent updatesお知らせ • Jun 26MTG Co., Ltd. to Report Q3, 2026 Results on Aug 04, 2026MTG Co., Ltd. announced that they will report Q3, 2026 results on Aug 04, 2026Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,440, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 23x in the Personal Products industry in Japan. Total returns to shareholders of 445% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,085 per share.分析記事 • May 20We Think That There Are Issues Underlying MTG's (TSE:7806) EarningsMTG Co., Ltd. ( TSE:7806 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Declared Dividend • May 14Dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%.Reported Earnings • May 13Second quarter 2026 earnings released: EPS: JP¥98.66 (vs JP¥58.09 in 2Q 2025)Second quarter 2026 results: EPS: JP¥98.66 (up from JP¥58.09 in 2Q 2025). Revenue: JP¥32.1b (up 39% from 2Q 2025). Net income: JP¥3.88b (up 70% from 2Q 2025). Profit margin: 12% (up from 9.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year whereas the company’s share price has increased by 64% per year.Price Target Changed • Mar 04Price target increased by 11% to JP¥7,075Up from JP¥6,400, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥5,670. Stock is up 197% over the past year. The company is forecast to post earnings per share of JP¥270 for next year compared to JP¥202 last year.分析記事 • Feb 17MTG Co., Ltd. Beat Revenue Forecasts By 18%: Here's What Analysts Are Forecasting NextShareholders of MTG Co., Ltd. ( TSE:7806 ) will be pleased this week, given that the stock price is up 20% to JP¥5,270...Reported Earnings • Feb 14First quarter 2026 earnings released: EPS: JP¥100 (vs JP¥60.00 in 1Q 2025)First quarter 2026 results: EPS: JP¥100 (up from JP¥60.00 in 1Q 2025). Revenue: JP¥34.4b (up 45% from 1Q 2025). Net income: JP¥3.95b (up 66% from 1Q 2025). Profit margin: 12% (up from 10.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 increased by 63% per year whereas the company’s share price has increased by 58% per year.お知らせ • Feb 14MTG Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2026MTG Co., Ltd. revised consolidated earnings guidance for the fiscal year ending September 30, 2026. For the period, the company expects net sales to be JPY 128,000 million, operating profit to be JPY 14,000 million, profit attributable to owners of parent to be JPY 9,500 million or JPY 241.82 per basic share.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,030, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Personal Products industry in Japan. Total returns to shareholders of 274% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,850 per share.分析記事 • Feb 03Is Now The Time To Put MTG (TSE:7806) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Jan 19MTG (TSE:7806) Shareholders Will Want The ROCE Trajectory To ContinueThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...分析記事 • Jan 05Is MTG Co., Ltd. (TSE:7806) Trading At A 34% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, MTG fair value estimate is JP¥7,438 MTG is estimated to be 34...お知らせ • Dec 26MTG Co., Ltd. to Report Q1, 2026 Results on Feb 12, 2026MTG Co., Ltd. announced that they will report Q1, 2026 results on Feb 12, 2026Reported Earnings • Dec 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥202 (up from JP¥57.66 in FY 2024). Revenue: JP¥98.8b (up 38% from FY 2024). Net income: JP¥7.93b (up 248% from FY 2024). Profit margin: 8.0% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 12% 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 increased by 52% per year whereas the company’s share price has increased by 51% per year.お知らせ • Dec 17MTG Co., Ltd. to Showcase its New Product, ReFa AI Color Recipe Pro at CES 2026 in Las VegasMTG Co., Ltd. announced that it will exhibit its new product, "ReFa AI Color Recipe PRO," at CES 2026 in Las Vegas, from January 6 to 9, 2026. MTG will showcase its innovative technology that reproduces professional hair coloring techniques through AI, sharing this creation, developed in Japan, with the world. ReFa AI Color Recipe PRO is a next-generation professional hair color AI solution that recreates high-tone color techniques through advanced AI technology. Supervised by SHOKI and developed by strategic partner, FABIA Inc. (HQ: Shibuya, Tokyo), the system utilizes a proprietary algorithmic database that transforms his extensive expertise and experience into data, enabling it to instantly generate the most suitable color formula from approximately 4,500 color recipes. MTG and FABIA Inc. co-developed to create and promote ReFa AI COLOR RECIPE PRO, with the goal of enhancing salon productivity and elevating the overall customer experience. Japan's salon market is seeing rising demand for bright, translucent hair colors like gray blending and high-tone bleach styles, and this AI tool standardizes color results and supports stylist training. It helps salon stylists deliver consistent, high-quality color services, no matter their experience level. By simply taking a photo of the client's hair before the treatment, the AI automatically recommends the optimal color recipe that matches the desired shade. After the coloring process, uploading a photo of the finished result allows the AI to analyze the outcome and provide detailed feedback across three scoring categories. This enables both beginner and experienced stylists to achieve consistent, high-quality results with confidence. The app features an advanced management dashboard that visualizes performance data by salon and by stylist, enabling salons to track technical progress and performance trends over time, as well as providing an educational platform for standardized color training. By developing AI-optimized color formulas, it enhances technical precision, nurtures young talent, and drives sustainable growth and innovation in the beauty industry.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,080, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Personal Products industry in Japan. Total returns to shareholders of 299% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,294 per share.Major Estimate Revision • Dec 02Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥112.6b to JP¥120.2b. EPS estimate increased from JP¥193 to JP¥235 per share. Net income forecast to grow 17% next year vs 14% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥5,970 to JP¥6,400. Share price rose 12% to JP¥4,435 over the past week.分析記事 • Nov 18Impressive Earnings May Not Tell The Whole Story For MTG (TSE:7806)MTG Co., Ltd.'s ( TSE:7806 ) stock was strong after they recently reported robust earnings. However, our analysis...Buy Or Sell Opportunity • Nov 17Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,700. The fair value is estimated to be JP¥6,083, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 52%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.Reported Earnings • Nov 13Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥202 (up from JP¥57.66 in FY 2024). Revenue: JP¥98.8b (up 38% from FY 2024). Net income: JP¥7.93b (up 248% from FY 2024). Profit margin: 8.0% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 9.3% 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 increased by 52% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥4,370, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the Personal Products industry in Japan. Total returns to shareholders of 269% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,026 per share.お知らせ • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 23, 2025MTG Co., Ltd., Annual General Meeting, Dec 23, 2025.分析記事 • Oct 29MTG Co., Ltd.'s (TSE:7806) Share Price Is Still Matching Investor Opinion Despite 26% SlumpMTG Co., Ltd. ( TSE:7806 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...分析記事 • Oct 15Does MTG (TSE:7806) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Buy Or Sell Opportunity • Oct 02Now 21% undervaluedOver the last 90 days, the stock has risen 21% to JP¥4,355. The fair value is estimated to be JP¥5,491, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.分析記事 • Oct 02Is MTG (TSE:7806) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Sep 23MTG Co., Ltd. to Report Fiscal Year 2025 Results on Nov 11, 2025MTG Co., Ltd. announced that they will report fiscal year 2025 results on Nov 11, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 24 December 2025. Payout ratio is a comfortable 7.5% but the company is paying out more than the cash it is generating. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.2%).分析記事 • Sep 05Shareholders Would Enjoy A Repeat Of MTG's (TSE:7806) Recent Growth In ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Price Target Changed • Aug 31Price target increased by 7.1% to JP¥5,970Up from JP¥5,575, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥4,590. Stock is up 205% over the past year. The company is forecast to post earnings per share of JP¥161 for next year compared to JP¥57.66 last year.Buy Or Sell Opportunity • Aug 27Now 22% undervaluedOver the last 90 days, the stock has risen 30% to JP¥4,440. The fair value is estimated to be JP¥5,674, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.分析記事 • Aug 22Calculating The Fair Value Of MTG Co., Ltd. (TSE:7806)Key Insights The projected fair value for MTG is JP¥5,545 based on 2 Stage Free Cash Flow to Equity Current share price...Reported Earnings • Aug 02Third quarter 2025 earnings released: EPS: JP¥29.34 (vs JP¥2.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.34 (up from JP¥2.36 in 3Q 2024). Revenue: JP¥23.4b (up 31% from 3Q 2024). Net income: JP¥1.15b (up JP¥1.06b from 3Q 2024). Profit margin: 4.9% (up from 0.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 22Why Investors Shouldn't Be Surprised By MTG Co., Ltd.'s (TSE:7806) 27% Share Price SurgeDespite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 27% in the last...分析記事 • Jul 13With EPS Growth And More, MTG (TSE:7806) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Buy Or Sell Opportunity • Jul 07Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to JP¥3,725. The fair value is estimated to be JP¥3,002, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 6.0%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.お知らせ • Jun 20MTG Co., Ltd. to Report Q3, 2025 Results on Jul 31, 2025MTG Co., Ltd. announced that they will report Q3, 2025 results on Jul 31, 2025分析記事 • Jun 02We Like These Underlying Return On Capital Trends At MTG (TSE:7806)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buy Or Sell Opportunity • May 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 78% to JP¥3,450. The fair value is estimated to be JP¥2,788, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 6.0%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 4.1% per annum over the same time period.分析記事 • May 07Earnings Not Telling The Story For MTG Co., Ltd. (TSE:7806) After Shares Rise 31%Despite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 31% in the last...Board Change • Apr 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Takeshi Kuroda was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 05MTG Co., Ltd. to Report Q2, 2025 Results on May 08, 2025MTG Co., Ltd. announced that they will report Q2, 2025 results on May 08, 2025分析記事 • Mar 24This Just In: Analysts Are Boosting Their MTG Co., Ltd. (TSE:7806) Outlook for This YearMTG Co., Ltd. ( TSE:7806 ) shareholders will have a reason to smile today, with the analysts making substantial...Major Estimate Revision • Mar 22Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥75.8b to JP¥87.6b. EPS estimate increased from JP¥78.07 to JP¥104 per share. Net income forecast to shrink 6.2% next year vs 10% growth forecast for Personal Products industry in Japan . Consensus price target up from JP¥1,600 to JP¥2,900. Share price was steady at JP¥2,580 over the past week.Buy Or Sell Opportunity • Mar 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 71% to JP¥2,599. The fair value is estimated to be JP¥2,131, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 0.5% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥2,553, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the Personal Products industry in Japan. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,132 per share.分析記事 • Mar 11There's Reason For Concern Over MTG Co., Ltd.'s (TSE:7806) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider MTG...お知らせ • Mar 11+ 1 more updateMTG Co., Ltd. Provides Dividend Guidance for the Year Ending September 30, 2025MTG Co., Ltd. provided dividend guidance for the year ending September 30, 2025. For the year, the company expects to pay a dividend of JPY 15.00 per share against JPY 13.00 per share paid a year ago.Reported Earnings • Mar 11First quarter 2025 earnings released: EPS: JP¥60.00 (vs JP¥10.22 in 1Q 2024)First quarter 2025 results: EPS: JP¥60.00 (up from JP¥10.22 in 1Q 2024). Revenue: JP¥23.7b (up 39% from 1Q 2024). Net income: JP¥2.38b (up 489% from 1Q 2024). Profit margin: 10.0% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% 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 23% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 17% to JP¥1,840. The fair value is estimated to be JP¥2,303, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.分析記事 • Jan 13Estimating The Fair Value Of MTG Co., Ltd. (TSE:7806)Key Insights MTG's estimated fair value is JP¥2,271 based on 2 Stage Free Cash Flow to Equity With JP¥1,821 share...Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,013, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 24x in the Personal Products industry in Japan. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,236 per share.Valuation Update With 7 Day Price Move • Dec 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,770, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Personal Products industry in Japan. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,223 per share.Buy Or Sell Opportunity • Dec 13Now 20% undervaluedOver the last 90 days, the stock has risen 16% to JP¥1,770. The fair value is estimated to be JP¥2,223, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.New Risk • Dec 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.2% average weekly change).分析記事 • Nov 21MTG Co., Ltd.'s (TSE:7806) Shares Climb 27% But Its Business Is Yet to Catch UpDespite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 27% in the last...分析記事 • Nov 19There May Be Underlying Issues With The Quality Of MTG's (TSE:7806) EarningsMTG Co., Ltd. ( TSE:7806 ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...Reported Earnings • Nov 13Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥73.07 (up from JP¥50.35 in FY 2023). Revenue: JP¥71.9b (up 20% from FY 2023). Net income: JP¥2.89b (up 46% from FY 2023). Profit margin: 4.0% (up from 3.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Nov 12MTG Co., Ltd. (TSE:7806) announces an Equity Buyback for 750,000 shares, representing 1.87% for ¥1,204.5 million.MTG Co., Ltd. (TSE:7806) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares , representing 1.9% of its share capital for ¥1,204.5 million. The shares will be repurchased at a price of ¥1,606 per share. The aim of the buyback is to implement a flexible capital policy in response to changes in the business environment, and improving capital efficiency. The repurchases will take place on November 12, 2024. As of September 30, 2024, the company had 40,103,528 issued shares (excluding treasury stock) and 109,398 shares in treasury.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,785, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Personal Products industry in Japan. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,256 per share.お知らせ • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 23, 2024MTG Co., Ltd., Annual General Meeting, Dec 23, 2024.お知らせ • Sep 21MTG Co., Ltd. to Report Fiscal Year 2024 Results on Nov 11, 2024MTG Co., Ltd. announced that they will report fiscal year 2024 results on Nov 11, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 23 December 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.0%).Reported Earnings • Aug 02Third quarter 2024 earnings released: EPS: JP¥7.13 (vs JP¥7.74 in 3Q 2023)Third quarter 2024 results: EPS: JP¥7.13 (down from JP¥7.74 in 3Q 2023). Revenue: JP¥17.8b (up 17% from 3Q 2023). Net income: JP¥281.0m (down 7.9% from 3Q 2023). Profit margin: 1.6% (down from 2.0% in 3Q 2023). Revenue is forecast to grow 7.5% 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 40% 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 • Jun 20MTG Co., Ltd. to Report Q3, 2024 Results on Jul 31, 2024MTG Co., Ltd. announced that they will report Q3, 2024 results on Jul 31, 2024分析記事 • May 21MTG's (TSE:7806) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from MTG Co., Ltd. ( TSE:7806 ) despite the healthy...Reported Earnings • May 12Second quarter 2024 earnings released: EPS: JP¥24.22 (vs JP¥18.50 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.22 (up from JP¥18.50 in 2Q 2023). Revenue: JP¥15.7b (up 21% from 2Q 2023). Net income: JP¥955.0m (up 31% from 2Q 2023). Profit margin: 6.1% (up from 5.6% in 2Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Declared Dividend • May 12Dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 23rd December 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 32%.Price Target Changed • Apr 11Price target increased by 11% to JP¥1,660Up from JP¥1,500, the current price target is an average from 2 analysts. New target price is 5.5% above last closing price of JP¥1,573. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥61.04 for next year compared to JP¥50.35 last year.Buy Or Sell Opportunity • Mar 28Now 20% undervaluedOver the last 90 days, the stock has risen 7.5% to JP¥1,572. The fair value is estimated to be JP¥1,971, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.お知らせ • Mar 27MTG Co., Ltd. to Report Q2, 2024 Results on May 10, 2024MTG Co., Ltd. announced that they will report Q2, 2024 results on May 10, 2024Buy Or Sell Opportunity • Mar 02Now 21% undervaluedOver the last 90 days, the stock has risen 11% to JP¥1,523. The fair value is estimated to be JP¥1,930, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Buy Or Sell Opportunity • Feb 14Now 22% undervaluedOver the last 90 days, the stock has risen 10% to JP¥1,536. The fair value is estimated to be JP¥1,958, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Reported Earnings • Feb 08First quarter 2024 earnings released: EPS: JP¥12.91 (vs JP¥10.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥12.91 (up from JP¥10.84 in 1Q 2023). Revenue: JP¥17.1b (up 15% from 1Q 2023). Net income: JP¥509.0m (up 19% from 1Q 2023). Profit margin: 3.0% (in line with 1Q 2023). Revenue is forecast to grow 7.7% 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 34% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Feb 07+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2024MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2024. For the period, the company expects net sales of JPY 67,000 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 2,000 million and earnings per share of JPY 50.74.Buying Opportunity • Jan 09Now 20% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be JP¥1,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Reported Earnings • Dec 28Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥50.35 (down from JP¥68.49 in FY 2022). Revenue: JP¥60.2b (up 23% from FY 2022). Net income: JP¥1.98b (down 26% from FY 2022). Profit margin: 3.3% (down from 5.5% in FY 2022). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 7.9% 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 20% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Dec 24MTG Co., Ltd. to Report Q1, 2024 Results on Feb 06, 2024MTG Co., Ltd. announced that they will report Q1, 2024 results on Feb 06, 2024Major Estimate Revision • Dec 08Consensus EPS estimates fall by 21%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥63.3b to JP¥67.4b. EPS estimate fell from JP¥70.59 to JP¥55.80 per share. Net income forecast to grow 11% next year vs 16% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥1,500 to JP¥1,600. Share price was steady at JP¥1,355 over the past week.お知らせ • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 21, 2023MTG Co., Ltd., Annual General Meeting, Dec 21, 2023.お知らせ • Nov 10+ 1 more updateMTG Co., Ltd. Announces Dividend for the Year Ended September 30, 2023, Payable on December 22, 2023; Provides Dividend Guidance for the Fiscal Year Ending September 30, 2024MTG Co., Ltd. announced dividend of JPY 10.00 per share for the year ended September 30, 2023 against JPY 10.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments: December 22, 2023.The company provided dividend guidance for the fiscal year ending September 30, 2024. For the year, the company expects dividend of JPY 10.00 per share against JPY 10.00 per share paid for the same period a year ago.Reported Earnings • Nov 10Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥50.35 (down from JP¥68.49 in FY 2022). Revenue: JP¥60.2b (up 23% from FY 2022). Net income: JP¥1.98b (down 26% from FY 2022). Profit margin: 3.3% (down from 5.5% in FY 2022). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 2.6% 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 20% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 25 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).お知らせ • Sep 14MTG Co., Ltd. to Report Fiscal Year 2023 Results on Nov 09, 2023MTG Co., Ltd. announced that they will report fiscal year 2023 results on Nov 09, 2023Reported Earnings • Aug 09Third quarter 2023 earnings released: EPS: JP¥7.74 (vs JP¥0.28 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.74 (up from JP¥0.28 loss in 3Q 2022). Revenue: JP¥15.3b (up 28% from 3Q 2022). Net income: JP¥305.0m (up JP¥316.0m from 3Q 2022). Profit margin: 2.0% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.1% 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 increased by 47% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 21MTG Co., Ltd. to Report Q3, 2023 Results on Aug 04, 2023MTG Co., Ltd. announced that they will report Q3, 2023 results on Aug 04, 2023Major Estimate Revision • May 17Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥55.4b to JP¥57.2b. EPS estimate increased from JP¥45.05 to JP¥56.97 per share. Net income forecast to grow 33% next year vs 25% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥1,400 unchanged from last update. Share price rose 7.5% to JP¥1,514 over the past week.お知らせ • May 12+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2023MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2023. For the year, the company expects net sales of JPY 58,000 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 1,600 million and earnings per share of JPY 40.61.Reported Earnings • May 12Second quarter 2023 earnings released: EPS: JP¥18.50 (vs JP¥14.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.50 (up from JP¥14.62 in 2Q 2022). Revenue: JP¥13.0b (up 30% from 2Q 2022). Net income: JP¥729.0m (up 28% from 2Q 2022). Profit margin: 5.6% (down from 5.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% 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 increased by 86% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥10.84 (vs JP¥34.85 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.84 (down from JP¥34.85 in 1Q 2022). Revenue: JP¥14.8b (up 16% from 1Q 2022). Net income: JP¥427.0m (down 69% from 1Q 2022). Profit margin: 2.9% (down from 11% in 1Q 2022). The decrease in margin was driven by higher expenses. 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 increased by 105% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 09+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2023MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2023. For the year, the company expects net sales of JPY 57,000 million, operating profit of JPY 2,600 million, profit attributable to owners of parent of JPY 1,400 million and earnings per share of JPY 35.54.業績と収益の成長予測TSE:7806 - 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9/30/2028183,23314,8038,27312,74039/30/2027162,92512,8634,08410,64849/30/2026136,02510,795-7798,56443/31/2026118,63811,104-10,5354,790N/A12/31/2025109,5599,504N/AN/AN/A9/30/202598,8107,934-2,6637,833N/A6/30/202591,3806,820N/AN/AN/A3/31/202585,8245,761185,136N/A12/31/202478,4514,251N/AN/AN/A9/30/202471,8652,279-3,226983N/A6/30/202467,5911,789N/AN/AN/A3/31/202465,0672,001-1,4741,406N/A12/31/202362,3921,960N/AN/AN/A9/30/202360,1541,9841,2372,686N/A6/30/202357,3832,225N/AN/AN/A3/31/202354,0591,9091,5762,675N/A12/31/202251,0611,751N/AN/AN/A9/30/202248,9842,6858741,879N/A6/30/202245,7713,759N/AN/AN/A3/31/202245,3704,5303,9954,715N/A12/31/202144,6185,649N/AN/AN/A9/30/202142,7995,5923,3503,927N/A6/30/202141,6865,069N/AN/AN/A3/31/202139,5435,3419011,848N/A12/31/202036,4732,868N/AN/AN/A9/30/202034,8451,525-5531,536N/A6/30/202033,221-16,372N/AN/AN/A3/31/202033,313-21,268-14,438-11,189N/A12/31/201935,047-24,287N/AN/AN/A9/30/201936,046-26,207N/A-11,594N/A6/30/201942,596-10,402N/AN/AN/A3/31/201948,173-5,507N/AN/AN/A12/31/201854,481169N/AN/AN/A9/30/201858,3774,002N/A-1,219N/A9/30/201745,3254,306N/AN/AN/A9/30/201629,4802,421N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7806の予測収益成長率 (年間13.8% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 7806の収益 ( 13.8% ) はJP市場 ( 9.8% ) 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: 7806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: 7806の収益 ( 15.4% ) JP市場 ( 6.5% ) 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: 7806の収益 ( 15.4% ) 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: 7806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 ( 18.9 %)。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2026/06/29 16:37終値2026/06/29 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋MTG Co., Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Oliver James Gray MatthewCLSAJiro KojimaDaiwa Securities Co. Ltd.null nullDaiwa Securities Co. Ltd.6 その他のアナリストを表示
Price Target Changed • Mar 04Price target increased by 11% to JP¥7,075Up from JP¥6,400, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥5,670. Stock is up 197% over the past year. The company is forecast to post earnings per share of JP¥270 for next year compared to JP¥202 last year.
分析記事 • Feb 17MTG Co., Ltd. Beat Revenue Forecasts By 18%: Here's What Analysts Are Forecasting NextShareholders of MTG Co., Ltd. ( TSE:7806 ) will be pleased this week, given that the stock price is up 20% to JP¥5,270...
お知らせ • Feb 14MTG Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2026MTG Co., Ltd. revised consolidated earnings guidance for the fiscal year ending September 30, 2026. For the period, the company expects net sales to be JPY 128,000 million, operating profit to be JPY 14,000 million, profit attributable to owners of parent to be JPY 9,500 million or JPY 241.82 per basic share.
Major Estimate Revision • Dec 02Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥112.6b to JP¥120.2b. EPS estimate increased from JP¥193 to JP¥235 per share. Net income forecast to grow 17% next year vs 14% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥5,970 to JP¥6,400. Share price rose 12% to JP¥4,435 over the past week.
Price Target Changed • Aug 31Price target increased by 7.1% to JP¥5,970Up from JP¥5,575, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥4,590. Stock is up 205% over the past year. The company is forecast to post earnings per share of JP¥161 for next year compared to JP¥57.66 last year.
Major Estimate Revision • Mar 22Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥75.8b to JP¥87.6b. EPS estimate increased from JP¥78.07 to JP¥104 per share. Net income forecast to shrink 6.2% next year vs 10% growth forecast for Personal Products industry in Japan . Consensus price target up from JP¥1,600 to JP¥2,900. Share price was steady at JP¥2,580 over the past week.
お知らせ • Jun 26MTG Co., Ltd. to Report Q3, 2026 Results on Aug 04, 2026MTG Co., Ltd. announced that they will report Q3, 2026 results on Aug 04, 2026
Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,440, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 23x in the Personal Products industry in Japan. Total returns to shareholders of 445% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,085 per share.
分析記事 • May 20We Think That There Are Issues Underlying MTG's (TSE:7806) EarningsMTG Co., Ltd. ( TSE:7806 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Declared Dividend • May 14Dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%.
Reported Earnings • May 13Second quarter 2026 earnings released: EPS: JP¥98.66 (vs JP¥58.09 in 2Q 2025)Second quarter 2026 results: EPS: JP¥98.66 (up from JP¥58.09 in 2Q 2025). Revenue: JP¥32.1b (up 39% from 2Q 2025). Net income: JP¥3.88b (up 70% from 2Q 2025). Profit margin: 12% (up from 9.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year whereas the company’s share price has increased by 64% per year.
Price Target Changed • Mar 04Price target increased by 11% to JP¥7,075Up from JP¥6,400, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥5,670. Stock is up 197% over the past year. The company is forecast to post earnings per share of JP¥270 for next year compared to JP¥202 last year.
分析記事 • Feb 17MTG Co., Ltd. Beat Revenue Forecasts By 18%: Here's What Analysts Are Forecasting NextShareholders of MTG Co., Ltd. ( TSE:7806 ) will be pleased this week, given that the stock price is up 20% to JP¥5,270...
Reported Earnings • Feb 14First quarter 2026 earnings released: EPS: JP¥100 (vs JP¥60.00 in 1Q 2025)First quarter 2026 results: EPS: JP¥100 (up from JP¥60.00 in 1Q 2025). Revenue: JP¥34.4b (up 45% from 1Q 2025). Net income: JP¥3.95b (up 66% from 1Q 2025). Profit margin: 12% (up from 10.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 increased by 63% per year whereas the company’s share price has increased by 58% per year.
お知らせ • Feb 14MTG Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2026MTG Co., Ltd. revised consolidated earnings guidance for the fiscal year ending September 30, 2026. For the period, the company expects net sales to be JPY 128,000 million, operating profit to be JPY 14,000 million, profit attributable to owners of parent to be JPY 9,500 million or JPY 241.82 per basic share.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,030, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Personal Products industry in Japan. Total returns to shareholders of 274% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,850 per share.
分析記事 • Feb 03Is Now The Time To Put MTG (TSE:7806) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Jan 19MTG (TSE:7806) Shareholders Will Want The ROCE Trajectory To ContinueThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
分析記事 • Jan 05Is MTG Co., Ltd. (TSE:7806) Trading At A 34% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, MTG fair value estimate is JP¥7,438 MTG is estimated to be 34...
お知らせ • Dec 26MTG Co., Ltd. to Report Q1, 2026 Results on Feb 12, 2026MTG Co., Ltd. announced that they will report Q1, 2026 results on Feb 12, 2026
Reported Earnings • Dec 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥202 (up from JP¥57.66 in FY 2024). Revenue: JP¥98.8b (up 38% from FY 2024). Net income: JP¥7.93b (up 248% from FY 2024). Profit margin: 8.0% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 12% 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 increased by 52% per year whereas the company’s share price has increased by 51% per year.
お知らせ • Dec 17MTG Co., Ltd. to Showcase its New Product, ReFa AI Color Recipe Pro at CES 2026 in Las VegasMTG Co., Ltd. announced that it will exhibit its new product, "ReFa AI Color Recipe PRO," at CES 2026 in Las Vegas, from January 6 to 9, 2026. MTG will showcase its innovative technology that reproduces professional hair coloring techniques through AI, sharing this creation, developed in Japan, with the world. ReFa AI Color Recipe PRO is a next-generation professional hair color AI solution that recreates high-tone color techniques through advanced AI technology. Supervised by SHOKI and developed by strategic partner, FABIA Inc. (HQ: Shibuya, Tokyo), the system utilizes a proprietary algorithmic database that transforms his extensive expertise and experience into data, enabling it to instantly generate the most suitable color formula from approximately 4,500 color recipes. MTG and FABIA Inc. co-developed to create and promote ReFa AI COLOR RECIPE PRO, with the goal of enhancing salon productivity and elevating the overall customer experience. Japan's salon market is seeing rising demand for bright, translucent hair colors like gray blending and high-tone bleach styles, and this AI tool standardizes color results and supports stylist training. It helps salon stylists deliver consistent, high-quality color services, no matter their experience level. By simply taking a photo of the client's hair before the treatment, the AI automatically recommends the optimal color recipe that matches the desired shade. After the coloring process, uploading a photo of the finished result allows the AI to analyze the outcome and provide detailed feedback across three scoring categories. This enables both beginner and experienced stylists to achieve consistent, high-quality results with confidence. The app features an advanced management dashboard that visualizes performance data by salon and by stylist, enabling salons to track technical progress and performance trends over time, as well as providing an educational platform for standardized color training. By developing AI-optimized color formulas, it enhances technical precision, nurtures young talent, and drives sustainable growth and innovation in the beauty industry.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,080, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Personal Products industry in Japan. Total returns to shareholders of 299% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,294 per share.
Major Estimate Revision • Dec 02Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥112.6b to JP¥120.2b. EPS estimate increased from JP¥193 to JP¥235 per share. Net income forecast to grow 17% next year vs 14% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥5,970 to JP¥6,400. Share price rose 12% to JP¥4,435 over the past week.
分析記事 • Nov 18Impressive Earnings May Not Tell The Whole Story For MTG (TSE:7806)MTG Co., Ltd.'s ( TSE:7806 ) stock was strong after they recently reported robust earnings. However, our analysis...
Buy Or Sell Opportunity • Nov 17Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,700. The fair value is estimated to be JP¥6,083, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 52%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.
Reported Earnings • Nov 13Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥202 (up from JP¥57.66 in FY 2024). Revenue: JP¥98.8b (up 38% from FY 2024). Net income: JP¥7.93b (up 248% from FY 2024). Profit margin: 8.0% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 9.3% 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 increased by 52% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥4,370, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the Personal Products industry in Japan. Total returns to shareholders of 269% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,026 per share.
お知らせ • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 23, 2025MTG Co., Ltd., Annual General Meeting, Dec 23, 2025.
分析記事 • Oct 29MTG Co., Ltd.'s (TSE:7806) Share Price Is Still Matching Investor Opinion Despite 26% SlumpMTG Co., Ltd. ( TSE:7806 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
分析記事 • Oct 15Does MTG (TSE:7806) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Buy Or Sell Opportunity • Oct 02Now 21% undervaluedOver the last 90 days, the stock has risen 21% to JP¥4,355. The fair value is estimated to be JP¥5,491, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
分析記事 • Oct 02Is MTG (TSE:7806) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Sep 23MTG Co., Ltd. to Report Fiscal Year 2025 Results on Nov 11, 2025MTG Co., Ltd. announced that they will report fiscal year 2025 results on Nov 11, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 24 December 2025. Payout ratio is a comfortable 7.5% but the company is paying out more than the cash it is generating. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.2%).
分析記事 • Sep 05Shareholders Would Enjoy A Repeat Of MTG's (TSE:7806) Recent Growth In ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Price Target Changed • Aug 31Price target increased by 7.1% to JP¥5,970Up from JP¥5,575, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥4,590. Stock is up 205% over the past year. The company is forecast to post earnings per share of JP¥161 for next year compared to JP¥57.66 last year.
Buy Or Sell Opportunity • Aug 27Now 22% undervaluedOver the last 90 days, the stock has risen 30% to JP¥4,440. The fair value is estimated to be JP¥5,674, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
分析記事 • Aug 22Calculating The Fair Value Of MTG Co., Ltd. (TSE:7806)Key Insights The projected fair value for MTG is JP¥5,545 based on 2 Stage Free Cash Flow to Equity Current share price...
Reported Earnings • Aug 02Third quarter 2025 earnings released: EPS: JP¥29.34 (vs JP¥2.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.34 (up from JP¥2.36 in 3Q 2024). Revenue: JP¥23.4b (up 31% from 3Q 2024). Net income: JP¥1.15b (up JP¥1.06b from 3Q 2024). Profit margin: 4.9% (up from 0.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 22Why Investors Shouldn't Be Surprised By MTG Co., Ltd.'s (TSE:7806) 27% Share Price SurgeDespite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 27% in the last...
分析記事 • Jul 13With EPS Growth And More, MTG (TSE:7806) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Buy Or Sell Opportunity • Jul 07Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to JP¥3,725. The fair value is estimated to be JP¥3,002, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 6.0%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
お知らせ • Jun 20MTG Co., Ltd. to Report Q3, 2025 Results on Jul 31, 2025MTG Co., Ltd. announced that they will report Q3, 2025 results on Jul 31, 2025
分析記事 • Jun 02We Like These Underlying Return On Capital Trends At MTG (TSE:7806)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buy Or Sell Opportunity • May 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 78% to JP¥3,450. The fair value is estimated to be JP¥2,788, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 6.0%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 4.1% per annum over the same time period.
分析記事 • May 07Earnings Not Telling The Story For MTG Co., Ltd. (TSE:7806) After Shares Rise 31%Despite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 31% in the last...
Board Change • Apr 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Takeshi Kuroda was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 05MTG Co., Ltd. to Report Q2, 2025 Results on May 08, 2025MTG Co., Ltd. announced that they will report Q2, 2025 results on May 08, 2025
分析記事 • Mar 24This Just In: Analysts Are Boosting Their MTG Co., Ltd. (TSE:7806) Outlook for This YearMTG Co., Ltd. ( TSE:7806 ) shareholders will have a reason to smile today, with the analysts making substantial...
Major Estimate Revision • Mar 22Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥75.8b to JP¥87.6b. EPS estimate increased from JP¥78.07 to JP¥104 per share. Net income forecast to shrink 6.2% next year vs 10% growth forecast for Personal Products industry in Japan . Consensus price target up from JP¥1,600 to JP¥2,900. Share price was steady at JP¥2,580 over the past week.
Buy Or Sell Opportunity • Mar 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 71% to JP¥2,599. The fair value is estimated to be JP¥2,131, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 0.5% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥2,553, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the Personal Products industry in Japan. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,132 per share.
分析記事 • Mar 11There's Reason For Concern Over MTG Co., Ltd.'s (TSE:7806) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider MTG...
お知らせ • Mar 11+ 1 more updateMTG Co., Ltd. Provides Dividend Guidance for the Year Ending September 30, 2025MTG Co., Ltd. provided dividend guidance for the year ending September 30, 2025. For the year, the company expects to pay a dividend of JPY 15.00 per share against JPY 13.00 per share paid a year ago.
Reported Earnings • Mar 11First quarter 2025 earnings released: EPS: JP¥60.00 (vs JP¥10.22 in 1Q 2024)First quarter 2025 results: EPS: JP¥60.00 (up from JP¥10.22 in 1Q 2024). Revenue: JP¥23.7b (up 39% from 1Q 2024). Net income: JP¥2.38b (up 489% from 1Q 2024). Profit margin: 10.0% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% 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 23% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 17% to JP¥1,840. The fair value is estimated to be JP¥2,303, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
分析記事 • Jan 13Estimating The Fair Value Of MTG Co., Ltd. (TSE:7806)Key Insights MTG's estimated fair value is JP¥2,271 based on 2 Stage Free Cash Flow to Equity With JP¥1,821 share...
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,013, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 24x in the Personal Products industry in Japan. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,236 per share.
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,770, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Personal Products industry in Japan. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,223 per share.
Buy Or Sell Opportunity • Dec 13Now 20% undervaluedOver the last 90 days, the stock has risen 16% to JP¥1,770. The fair value is estimated to be JP¥2,223, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
New Risk • Dec 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.2% average weekly change).
分析記事 • Nov 21MTG Co., Ltd.'s (TSE:7806) Shares Climb 27% But Its Business Is Yet to Catch UpDespite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 27% in the last...
分析記事 • Nov 19There May Be Underlying Issues With The Quality Of MTG's (TSE:7806) EarningsMTG Co., Ltd. ( TSE:7806 ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...
Reported Earnings • Nov 13Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥73.07 (up from JP¥50.35 in FY 2023). Revenue: JP¥71.9b (up 20% from FY 2023). Net income: JP¥2.89b (up 46% from FY 2023). Profit margin: 4.0% (up from 3.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Nov 12MTG Co., Ltd. (TSE:7806) announces an Equity Buyback for 750,000 shares, representing 1.87% for ¥1,204.5 million.MTG Co., Ltd. (TSE:7806) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares , representing 1.9% of its share capital for ¥1,204.5 million. The shares will be repurchased at a price of ¥1,606 per share. The aim of the buyback is to implement a flexible capital policy in response to changes in the business environment, and improving capital efficiency. The repurchases will take place on November 12, 2024. As of September 30, 2024, the company had 40,103,528 issued shares (excluding treasury stock) and 109,398 shares in treasury.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,785, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Personal Products industry in Japan. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,256 per share.
お知らせ • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 23, 2024MTG Co., Ltd., Annual General Meeting, Dec 23, 2024.
お知らせ • Sep 21MTG Co., Ltd. to Report Fiscal Year 2024 Results on Nov 11, 2024MTG Co., Ltd. announced that they will report fiscal year 2024 results on Nov 11, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 23 December 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.0%).
Reported Earnings • Aug 02Third quarter 2024 earnings released: EPS: JP¥7.13 (vs JP¥7.74 in 3Q 2023)Third quarter 2024 results: EPS: JP¥7.13 (down from JP¥7.74 in 3Q 2023). Revenue: JP¥17.8b (up 17% from 3Q 2023). Net income: JP¥281.0m (down 7.9% from 3Q 2023). Profit margin: 1.6% (down from 2.0% in 3Q 2023). Revenue is forecast to grow 7.5% 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 40% 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 • Jun 20MTG Co., Ltd. to Report Q3, 2024 Results on Jul 31, 2024MTG Co., Ltd. announced that they will report Q3, 2024 results on Jul 31, 2024
分析記事 • May 21MTG's (TSE:7806) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from MTG Co., Ltd. ( TSE:7806 ) despite the healthy...
Reported Earnings • May 12Second quarter 2024 earnings released: EPS: JP¥24.22 (vs JP¥18.50 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.22 (up from JP¥18.50 in 2Q 2023). Revenue: JP¥15.7b (up 21% from 2Q 2023). Net income: JP¥955.0m (up 31% from 2Q 2023). Profit margin: 6.1% (up from 5.6% in 2Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Declared Dividend • May 12Dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 23rd December 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 32%.
Price Target Changed • Apr 11Price target increased by 11% to JP¥1,660Up from JP¥1,500, the current price target is an average from 2 analysts. New target price is 5.5% above last closing price of JP¥1,573. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥61.04 for next year compared to JP¥50.35 last year.
Buy Or Sell Opportunity • Mar 28Now 20% undervaluedOver the last 90 days, the stock has risen 7.5% to JP¥1,572. The fair value is estimated to be JP¥1,971, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
お知らせ • Mar 27MTG Co., Ltd. to Report Q2, 2024 Results on May 10, 2024MTG Co., Ltd. announced that they will report Q2, 2024 results on May 10, 2024
Buy Or Sell Opportunity • Mar 02Now 21% undervaluedOver the last 90 days, the stock has risen 11% to JP¥1,523. The fair value is estimated to be JP¥1,930, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Buy Or Sell Opportunity • Feb 14Now 22% undervaluedOver the last 90 days, the stock has risen 10% to JP¥1,536. The fair value is estimated to be JP¥1,958, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Reported Earnings • Feb 08First quarter 2024 earnings released: EPS: JP¥12.91 (vs JP¥10.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥12.91 (up from JP¥10.84 in 1Q 2023). Revenue: JP¥17.1b (up 15% from 1Q 2023). Net income: JP¥509.0m (up 19% from 1Q 2023). Profit margin: 3.0% (in line with 1Q 2023). Revenue is forecast to grow 7.7% 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 34% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Feb 07+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2024MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2024. For the period, the company expects net sales of JPY 67,000 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 2,000 million and earnings per share of JPY 50.74.
Buying Opportunity • Jan 09Now 20% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be JP¥1,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Reported Earnings • Dec 28Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥50.35 (down from JP¥68.49 in FY 2022). Revenue: JP¥60.2b (up 23% from FY 2022). Net income: JP¥1.98b (down 26% from FY 2022). Profit margin: 3.3% (down from 5.5% in FY 2022). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 7.9% 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 20% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Dec 24MTG Co., Ltd. to Report Q1, 2024 Results on Feb 06, 2024MTG Co., Ltd. announced that they will report Q1, 2024 results on Feb 06, 2024
Major Estimate Revision • Dec 08Consensus EPS estimates fall by 21%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥63.3b to JP¥67.4b. EPS estimate fell from JP¥70.59 to JP¥55.80 per share. Net income forecast to grow 11% next year vs 16% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥1,500 to JP¥1,600. Share price was steady at JP¥1,355 over the past week.
お知らせ • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 21, 2023MTG Co., Ltd., Annual General Meeting, Dec 21, 2023.
お知らせ • Nov 10+ 1 more updateMTG Co., Ltd. Announces Dividend for the Year Ended September 30, 2023, Payable on December 22, 2023; Provides Dividend Guidance for the Fiscal Year Ending September 30, 2024MTG Co., Ltd. announced dividend of JPY 10.00 per share for the year ended September 30, 2023 against JPY 10.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments: December 22, 2023.The company provided dividend guidance for the fiscal year ending September 30, 2024. For the year, the company expects dividend of JPY 10.00 per share against JPY 10.00 per share paid for the same period a year ago.
Reported Earnings • Nov 10Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥50.35 (down from JP¥68.49 in FY 2022). Revenue: JP¥60.2b (up 23% from FY 2022). Net income: JP¥1.98b (down 26% from FY 2022). Profit margin: 3.3% (down from 5.5% in FY 2022). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 2.6% 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 20% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 25 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).
お知らせ • Sep 14MTG Co., Ltd. to Report Fiscal Year 2023 Results on Nov 09, 2023MTG Co., Ltd. announced that they will report fiscal year 2023 results on Nov 09, 2023
Reported Earnings • Aug 09Third quarter 2023 earnings released: EPS: JP¥7.74 (vs JP¥0.28 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.74 (up from JP¥0.28 loss in 3Q 2022). Revenue: JP¥15.3b (up 28% from 3Q 2022). Net income: JP¥305.0m (up JP¥316.0m from 3Q 2022). Profit margin: 2.0% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.1% 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 increased by 47% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 21MTG Co., Ltd. to Report Q3, 2023 Results on Aug 04, 2023MTG Co., Ltd. announced that they will report Q3, 2023 results on Aug 04, 2023
Major Estimate Revision • May 17Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥55.4b to JP¥57.2b. EPS estimate increased from JP¥45.05 to JP¥56.97 per share. Net income forecast to grow 33% next year vs 25% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥1,400 unchanged from last update. Share price rose 7.5% to JP¥1,514 over the past week.
お知らせ • May 12+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2023MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2023. For the year, the company expects net sales of JPY 58,000 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 1,600 million and earnings per share of JPY 40.61.
Reported Earnings • May 12Second quarter 2023 earnings released: EPS: JP¥18.50 (vs JP¥14.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.50 (up from JP¥14.62 in 2Q 2022). Revenue: JP¥13.0b (up 30% from 2Q 2022). Net income: JP¥729.0m (up 28% from 2Q 2022). Profit margin: 5.6% (down from 5.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% 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 increased by 86% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥10.84 (vs JP¥34.85 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.84 (down from JP¥34.85 in 1Q 2022). Revenue: JP¥14.8b (up 16% from 1Q 2022). Net income: JP¥427.0m (down 69% from 1Q 2022). Profit margin: 2.9% (down from 11% in 1Q 2022). The decrease in margin was driven by higher expenses. 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 increased by 105% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 09+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2023MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2023. For the year, the company expects net sales of JPY 57,000 million, operating profit of JPY 2,600 million, profit attributable to owners of parent of JPY 1,400 million and earnings per share of JPY 35.54.