TRANSACTIONLtd（7818）株式概要株式会社トランザクションは、国内外の企業・個人向けに雑貨の企画・デザイン・製造・販売を行っています。 詳細7818 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績4/6財務の健全性6/6配当金5/6報酬株価収益率（ 17 x）は、 Household Products業界平均（ 17.4 x）を下回っています。収益は年間10.29%増加すると予測されています 過去1年間で収益は10.2%増加しました 2.44%の安定した配当金を支払う リスク分析リスクチェックの結果、7818 、リスクは検出されなかった。すべてのリスクチェックを見る7818 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.27k33.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture050b2016201920222025202620282031Revenue JP¥50.1bEarnings JP¥7.4bAdvancedSet Fair ValueView all narrativesTRANSACTION CO.,Ltd. 競合他社EarthSymbol: TSE:4985Market cap: JP¥101.5bS.TSymbol: TSE:4951Market cap: JP¥30.3bPigeonSymbol: TSE:7956Market cap: JP¥220.2bNiitakaSymbol: TSE:4465Market cap: JP¥13.8b価格と性能株価の高値、安値、推移の概要TRANSACTIONLtd過去の株価現在の株価JP¥1,268.0052週高値JP¥1,384.0052週安値JP¥997.00ベータ0.691ヶ月の変化7.46%3ヶ月変化-2.08%1年変化7.23%3年間の変化52.31%5年間の変化84.44%IPOからの変化3,905.53%最新ニュースBuy Or Sell Opportunity • May 07Now 20% overvaluedOver the last 90 days, the stock has fallen 6.5% to JP¥1,150. The fair value is estimated to be JP¥957, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Buy Or Sell Opportunity • Apr 20Now 20% overvaluedOver the last 90 days, the stock has fallen 3.1% to JP¥1,150. The fair value is estimated to be JP¥958, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Declared Dividend • Apr 16Dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 28th August 2026 Payment date: 6th November 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 32% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 15Second quarter 2026 earnings released: EPS: JP¥15.82 (vs JP¥15.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥15.82 (down from JP¥15.97 in 2Q 2025). Revenue: JP¥6.88b (up 7.4% from 2Q 2025). Net income: JP¥894.1m (down 2.9% from 2Q 2025). Profit margin: 13% (down from 14% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.お知らせ • Mar 17TRANSACTION CO.,Ltd. (TSE:7818) agreed to acquire Thousand Inc.TRANSACTION CO.,Ltd. (TSE:7818) agreed to acquire Thousand Inc. on March 16, 2026. For the period ending December 31, 2025, Thousand Inc. reported total revenue of ¥1.81 billion and net income of ¥31 million. As of December 31, 2025, Thousand Inc. reported total assets of ¥1.17 billion and total common equity of ¥259 million. The expected completion of the transaction is March 31, 2026.Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥21.64 (vs JP¥18.12 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.64 (up from JP¥18.12 in 1Q 2025). Revenue: JP¥7.97b (up 12% from 1Q 2025). Net income: JP¥1.22b (up 17% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • May 07Now 20% overvaluedOver the last 90 days, the stock has fallen 6.5% to JP¥1,150. The fair value is estimated to be JP¥957, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Buy Or Sell Opportunity • Apr 20Now 20% overvaluedOver the last 90 days, the stock has fallen 3.1% to JP¥1,150. The fair value is estimated to be JP¥958, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Declared Dividend • Apr 16Dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 28th August 2026 Payment date: 6th November 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 32% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 15Second quarter 2026 earnings released: EPS: JP¥15.82 (vs JP¥15.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥15.82 (down from JP¥15.97 in 2Q 2025). Revenue: JP¥6.88b (up 7.4% from 2Q 2025). Net income: JP¥894.1m (down 2.9% from 2Q 2025). Profit margin: 13% (down from 14% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.お知らせ • Mar 17TRANSACTION CO.,Ltd. (TSE:7818) agreed to acquire Thousand Inc.TRANSACTION CO.,Ltd. (TSE:7818) agreed to acquire Thousand Inc. on March 16, 2026. For the period ending December 31, 2025, Thousand Inc. reported total revenue of ¥1.81 billion and net income of ¥31 million. As of December 31, 2025, Thousand Inc. reported total assets of ¥1.17 billion and total common equity of ¥259 million. The expected completion of the transaction is March 31, 2026.Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥21.64 (vs JP¥18.12 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.64 (up from JP¥18.12 in 1Q 2025). Revenue: JP¥7.97b (up 12% from 1Q 2025). Net income: JP¥1.22b (up 17% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.Board Change • Dec 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Outside Director Kazuyuki Omori was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 16Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥142 (up from JP¥64.69 in FY 2024). Revenue: JP¥27.5b (up 9.6% from FY 2024). Net income: JP¥4.08b (up 8.4% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 15TRANSACTION CO.,Ltd., Annual General Meeting, Nov 27, 2025TRANSACTION CO.,Ltd., Annual General Meeting, Nov 27, 2025.分析記事 • Aug 26TRANSACTIONLtd (TSE:7818) Will Pay A Larger Dividend Than Last Year At ¥55.00The board of TRANSACTION CO.,Ltd. ( TSE:7818 ) has announced that it will be paying its dividend of ¥55.00 on the 7th...お知らせ • Aug 26+ 3 more updatesTRANSACTION CO.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025TRANSACTION CO.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025Upcoming Dividend • Aug 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 07 November 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.0%).分析記事 • Jul 31TRANSACTIONLtd (TSE:7818) Is Paying Out A Larger Dividend Than Last YearTRANSACTION CO.,Ltd. ( TSE:7818 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Jul 23TRANSACTION CO.,Ltd. (TSE:7818) announces an Equity Buyback for 650,000 shares, representing 2.25% for ¥1,950 million.TRANSACTION CO.,Ltd. (TSE:7818) announces a share repurchase program. Under the program, the company will repurchase up to 650,000 shares, representing 2.25% of its issued share capital, for total worth of ¥1,950 million worth of its shares. The purpose of the share repurchases is to further improve capital efficiency, while also considering the appropriate capital level and the impact on supply and demand related to the secondary offering of shares. The repurchased shares will be cancelled. The program is valid till July 31, 2025. As of June 30, 2025, the company had 28,839,344 shares in issue and 536,056 shares in treasury.お知らせ • Jul 22TRANSACTION CO.,Ltd. has filed a Follow-on Equity Offering.TRANSACTION CO.,Ltd. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 2,100,000分析記事 • Jul 17TRANSACTIONLtd (TSE:7818) Is Paying Out A Larger Dividend Than Last YearTRANSACTION CO.,Ltd. ( TSE:7818 ) has announced that it will be increasing its dividend from last year's comparable...Reported Earnings • Jul 15Third quarter 2025 earnings released: EPS: JP¥37.28 (vs JP¥29.49 in 3Q 2024)Third quarter 2025 results: EPS: JP¥37.28 (up from JP¥29.49 in 3Q 2024). Revenue: JP¥7.26b (up 18% from 3Q 2024). Net income: JP¥1.08b (up 25% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 17TRANSACTIONLtd's (TSE:7818) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of TRANSACTION CO.,Ltd. ( TSE:7818 ) has announced that it will be paying its dividend of ¥55.00 on the 7th...Declared Dividend • Apr 16Dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 28th August 2025 Payment date: 7th November 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Apr 16We Think TRANSACTIONLtd (TSE:7818) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥31.94 (vs JP¥30.55 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.94 (up from JP¥30.55 in 2Q 2024). Revenue: JP¥6.40b (up 4.4% from 2Q 2024). Net income: JP¥921.0m (up 3.5% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 14TRANSACTION CO.,Ltd. Revises Dividend Guidance for the Fiscal Year Ending August 31, 2025TRANSACTION CO.,Ltd. revised dividend guidance for the fiscal year ending August 31, 2025. For the year, the company now expects dividend of JPY 55.00 per share against previous guidance of JPY 41.00 per share. Reason for revision: The company have increased dividends for 13 consecutive fiscal years since its listing in order to return profits to shareholders. The Company recognizes that providing returns to shareholders is one of its most important management issues, and has decided to raise the level of its dividend payout ratio in order to further strengthen the return of profits to shareholders in the future.Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥36.24 (vs JP¥34.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥36.24 (up from JP¥34.40 in 1Q 2024). Revenue: JP¥7.11b (up 7.3% from 1Q 2024). Net income: JP¥1.05b (up 4.3% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 23% per year.New Risk • Nov 07New 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 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥129 (up from JP¥113 in FY 2023). Revenue: JP¥25.0b (up 9.1% from FY 2023). Net income: JP¥3.76b (up 14% from FY 2023). Profit margin: 15% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.5%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 31% per year.お知らせ • Oct 15+ 2 more updatesTRANSACTION CO.,Ltd., Annual General Meeting, Nov 28, 2024TRANSACTION CO.,Ltd., Annual General Meeting, Nov 28, 2024.お知らせ • Aug 27+ 3 more updatesTRANSACTION CO.,Ltd. to Report Fiscal Year 2024 Results on Oct 15, 2024TRANSACTION CO.,Ltd. announced that they will report fiscal year 2024 results on Oct 15, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.3%).分析記事 • Aug 19TRANSACTIONLtd (TSE:7818) Will Pay A Larger Dividend Than Last Year At ¥37.00The board of TRANSACTION CO.,Ltd. ( TSE:7818 ) has announced that it will be paying its dividend of ¥37.00 on the 8th...分析記事 • Jul 26TRANSACTIONLtd (TSE:7818) Has Announced That It Will Be Increasing Its Dividend To ¥37.00TRANSACTION CO.,Ltd.'s ( TSE:7818 ) dividend will be increasing from last year's payment of the same period to ¥37.00...Reported Earnings • Jul 15Third quarter 2024 earnings released: EPS: JP¥29.49 (vs JP¥33.06 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.49 (down from JP¥33.06 in 3Q 2023). Revenue: JP¥6.14b (down 1.8% from 3Q 2023). Net income: JP¥859.0m (down 11% from 3Q 2023). Profit margin: 14% (down from 15% in 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 12TRANSACTION CO.,Ltd. (TSE:7818) announces an Equity Buyback for 300,000 shares, representing 1.03% for ¥500 million.TRANSACTION CO.,Ltd. (TSE:7818) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 0.34% of its issued share capital, for total worth of ¥500 million worth of its shares. The purpose of the share repurchases is to implement a flexible capital policy that responds to changes in the business environment and to enhance the return of profits to shareholders. The program is valid till December 26, 2024. As of February 29, 2024, the company had 29,128,535 shares in issue and 246,865 shares in treasury.分析記事 • Jul 12TRANSACTIONLtd's (TSE:7818) Shareholders Will Receive A Bigger Dividend Than Last YearTRANSACTION CO.,Ltd.'s ( TSE:7818 ) dividend will be increasing from last year's payment of the same period to ¥37.00...Buy Or Sell Opportunity • Jul 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥1,871. The fair value is estimated to be JP¥2,350, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.分析記事 • Jun 19TRANSACTIONLtd (TSE:7818) Is Increasing Its Dividend To ¥37.00TRANSACTION CO.,Ltd.'s ( TSE:7818 ) dividend will be increasing from last year's payment of the same period to ¥37.00...Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to JP¥1,879. The fair value is estimated to be JP¥2,350, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.分析記事 • Apr 17Some TRANSACTION CO.,Ltd. (TSE:7818) Shareholders Look For Exit As Shares Take 27% PoundingTRANSACTION CO.,Ltd. ( TSE:7818 ) shareholders that were waiting for something to happen have been dealt a blow with a...Buy Or Sell Opportunity • Apr 16Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to JP¥1,776. The fair value is estimated to be JP¥2,351, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.分析記事 • Apr 14TRANSACTIONLtd (TSE:7818) Has Announced That It Will Be Increasing Its Dividend To ¥37.00TRANSACTION CO.,Ltd. ( TSE:7818 ) will increase its dividend from last year's comparable payment on the 8th of November...Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥30.55 (vs JP¥25.45 in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.55 (up from JP¥25.45 in 2Q 2023). Revenue: JP¥6.14b (up 16% from 2Q 2023). Net income: JP¥890.0m (up 20% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 14Dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 29th August 2024 Payment date: 8th November 2024 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 26Now 20% undervaluedOver the last 90 days, the stock has risen 15% to JP¥2,433. The fair value is estimated to be JP¥3,059, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Buying Opportunity • Jan 17Now 22% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥2,863, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 15% in the next 2 years.Reported Earnings • Jan 13First quarter 2024 earnings released: EPS: JP¥34.40 (vs JP¥28.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥34.40 (up from JP¥28.11 in 1Q 2023). Revenue: JP¥6.62b (up 11% from 1Q 2023). Net income: JP¥1.00b (up 23% from 1Q 2023). Profit margin: 15% (up from 14% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,564, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Household Products industry in Japan. Total returns to shareholders of 164% over the past three years.お知らせ • Jan 11TRANSACTION CO.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending August 2024TRANSACTION CO.,Ltd. provided dividend guidance for the fiscal year ending August 2024. For the period, Company expects dividend of JPY 37.00 per share against JPY 35.00 per share paid a year ago.お知らせ • Oct 14TRANSACTION CO.,Ltd., Annual General Meeting, Nov 29, 2023TRANSACTION CO.,Ltd., Annual General Meeting, Nov 29, 2023.Reported Earnings • Oct 13Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥113 (up from JP¥75.42 in FY 2022). Revenue: JP¥23.0b (up 26% from FY 2022). Net income: JP¥3.31b (up 51% from FY 2022). Profit margin: 14% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.お知らせ • Oct 13+ 1 more updateTransaction Co.,Ltd. Provides Earnings Guidance for the Half Year Ending February 2024 and for the Fiscal Year Ending August 2024TRANSACTION CO.,Ltd. provided earnings guidance for the half year ending February 2024 and for the fiscal year ending August 2024. For the half year, the company expects net sales of JPY 12,278 million, Operating profit of JPY 2,577 million and profit attributable to owners of parent of JPY 1,732 million or EPS of JPY 59.48. For the year, the company expected net sales of JPY 25,160 million, Operating profit of JPY 5,220 million, profit attributable to owners of parent of JPY 3,501 million or EPS of JPY 120.20.New Risk • Oct 03New 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 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Share price has been volatile over the past 3 months (5.1% average weekly change).お知らせ • Aug 30+ 3 more updatesTRANSACTION CO.,Ltd. to Report Fiscal Year 2023 Results on Oct 12, 2023TRANSACTION CO.,Ltd. announced that they will report fiscal year 2023 results on Oct 12, 2023Upcoming Dividend • Aug 23Upcoming dividend of JP¥32.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 09 November 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.1%).Reported Earnings • Jul 16Third quarter 2023 earnings released: EPS: JP¥33.06 (vs JP¥18.97 in 3Q 2022)Third quarter 2023 results: EPS: JP¥33.06 (up from JP¥18.97 in 3Q 2022). Revenue: JP¥6.25b (up 37% from 3Q 2022). Net income: JP¥963.0m (up 75% from 3Q 2022). Profit margin: 15% (up from 12% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 12+ 1 more updateTransaction Co.,Ltd. Provides Year End Dividend Forecast for the Quarter Ending August 2023TRANSACTION CO.,Ltd. provided year end dividend forecast of JPY 32.00 for the quarter ending August 2023.Reported Earnings • Apr 13Second quarter 2023 earnings released: EPS: JP¥25.45 (vs JP¥18.97 in 2Q 2022)Second quarter 2023 results: EPS: JP¥25.45 (up from JP¥18.97 in 2Q 2022). Revenue: JP¥5.31b (up 18% from 2Q 2022). Net income: JP¥741.0m (up 34% from 2Q 2022). Profit margin: 14% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,434, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Household Products industry in Japan. Total returns to shareholders of 32% over the past three years.Reported Earnings • Jan 14First quarter 2023 earnings released: EPS: JP¥28.11 (vs JP¥17.87 in 1Q 2022)First quarter 2023 results: EPS: JP¥28.11 (up from JP¥17.87 in 1Q 2022). Revenue: JP¥5.97b (up 34% from 1Q 2022). Net income: JP¥818.0m (up 57% from 1Q 2022). Profit margin: 14% (up from 12% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 12+ 1 more updateTRANSACTION CO.,Ltd. Provides Dividend Guidance for the Fiscal Year August 2023TRANSACTION CO.,Ltd. expected to pay dividend of JPY 27.00 per share for the fiscal year August 2023 compared to JPY 25 per share paid a year ago.Board Change • Dec 09Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Yumiko Matsuo was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 04Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥75.42 (up from JP¥70.68 in FY 2021). Revenue: JP¥18.3b (up 6.6% from FY 2021). Net income: JP¥2.20b (up 6.6% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.Reported Earnings • Oct 15Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥75.42 (up from JP¥70.68 in FY 2021). Revenue: JP¥18.3b (up 6.6% from FY 2021). Net income: JP¥2.20b (up 6.6% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 13+ 2 more updatesTRANSACTION CO.,Ltd., Annual General Meeting, Nov 29, 2022TRANSACTION CO.,Ltd., Annual General Meeting, Nov 29, 2022.Upcoming Dividend • Aug 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 08 November 2022. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).Reported Earnings • Jul 13Third quarter 2022 earnings released: EPS: JP¥18.97 (vs JP¥17.28 in 3Q 2021)Third quarter 2022 results: EPS: JP¥18.97 (up from JP¥17.28 in 3Q 2021). Revenue: JP¥4.56b (up 10.0% from 3Q 2021). Net income: JP¥552.0m (up 9.7% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 6.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 12+ 1 more updateTRANSACTION CO.,Ltd. Provides Dividend Guidance for the Year Ending August 2022TRANSACTION CO.,Ltd. provided dividend guidance for the year ending August 2022. For the year, the company expects to pay dividend of JPY 24.00 against JPY 22.00 a year ago.Reported Earnings • Apr 14Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥18.97 (down from JP¥20.81 in 2Q 2021). Revenue: JP¥4.51b (up 8.3% from 2Q 2021). Net income: JP¥552.0m (down 8.9% from 2Q 2021). Profit margin: 12% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 16%, compared to a 6.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 12+ 1 more updateTransaction Co.,Ltd. Provides Dividend Guidance for the Year Ending August 2022Transaction Co.,Ltd. provided dividend guidance of JPY 24.00 for the year ending August 2022 as compared to JPY 22.00 paid last year.Reported Earnings • Jan 13First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥17.87 (down from JP¥21.37 in 1Q 2021). Revenue: JP¥4.46b (down 7.9% from 1Q 2021). Net income: JP¥520.0m (down 17% from 1Q 2021). Profit margin: 12% (down from 13% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 14%, compared to a 5.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.お知らせ • Jan 12Transaction Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending February 2022 and Full Year Ending August 31, 2022TRANSACTION CO.,Ltd. provided consolidated earnings guidance for the six months ending February 2022 and Full Year Ending August 31, 2022. For the six months ending February 2022, the company expects net sales of JPY 8,964 million, operating profit of JPY 1,482 million, profit attributable to owners of parent of JPY 997 million and basic earnings per share of JPY 34.26.For the full year ending August 31, 2022, the company expects net sales of JPY 19,004 million, operating profit of JPY 3,130 million, profit attributable to owners of parent of JPY 2,092 million and basic earnings per share of JPY 71.91.Reported Earnings • Oct 15Full year 2021 earnings released: EPS JP¥70.68 (vs JP¥56.68 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥17.1b (down 7.2% from FY 2020). Net income: JP¥2.06b (up 25% from FY 2020). Profit margin: 12% (up from 8.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 09 November 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.0%).Reported Earnings • Jul 11Third quarter 2021 earnings released: EPS JP¥17.28 (vs JP¥24.41 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥4.14b (down 30% from 3Q 2020). Net income: JP¥503.0m (down 30% from 3Q 2020). Profit margin: 12% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 15Second quarter 2021 earnings released: EPS JP¥20.81 (vs JP¥10.48 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥4.17b (up 5.8% from 2Q 2020). Net income: JP¥606.0m (up 98% from 2Q 2020). Profit margin: 14% (up from 7.8% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 13Transaction Co. Ltd. Provides Consolidated Earnings Guidance for the Year Ended August 2021Transaction Co. Ltd. provided consolidated earnings guidance for the year ended August 2021. For the period, the company expects consolidated net sales of JPY 17,578 million, operating profit of JPY 2,531 million, profit attributable to owners of parent of JPY 1,690 million and basic earnings per share of JPY 58.01.Is New 90 Day High Low • Mar 12New 90-day high: JP¥1,170The company is up 26% from its price of JP¥926 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Household Products industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥833 per share.Is New 90 Day High Low • Feb 08New 90-day high: JP¥1,122The company is up 19% from its price of JP¥940 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Household Products industry, which is down 9.0% over the same period.Reported Earnings • Jan 14First quarter 2021 earnings released: EPS JP¥21.37The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥4.84b (up 7.7% from 1Q 2020). Net income: JP¥624.0m (up 42% from 1Q 2020). Profit margin: 13% (up from 9.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Jan 13New 90-day high: JP¥1,058The company is up 3.0% from its price of JP¥1,030 on 15 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Household Products industry, which is down 3.0% over the same period.Is New 90 Day High Low • Dec 07New 90-day low: JP¥916The company is down 19% from its price of JP¥1,135 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Household Products industry, which is up 4.0% over the same period.株主還元7818JP Household ProductsJP 市場7D10.9%2.5%-0.5%1Y7.2%-11.7%41.3%株主還元を見る業界別リターン: 7818過去 1 年間で-11.7 % の収益を上げたJP Household Products業界を上回りました。リターン対市場: 7818は、過去 1 年間で41.3 % のリターンを上げたJP市場を下回りました。価格変動Is 7818's price volatile compared to industry and market?7818 volatility7818 Average Weekly Movement4.7%Household Products Industry Average Movement3.5%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 7818 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7818の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1987495Keiichi Chibawww.trans-action.co.jp株式会社トランザクションは、国内外の企業や個人向けに雑貨の企画・デザイン・製造・販売を行っている。オーガニックコットン、再生素材、バイオマスプラスチック、天然素材などを使用したリユース商品、アップサイクル商品などのエコ商品、絵画風タオル、アクリル製品、スーツケース、スーツケースベルト、ペットウェアなどの生活雑貨と関連商品、マスクなどのサニタリー商品などのウェルネス商品を展開。また、シルクスクリーン印刷、オンデマンド印刷、グラフィックデザイン、ウェブデザインサービスも提供している。Eコマースやウェブサイトを通じて、エンドユーザーや卸売業者などに製品を販売している。同社は1987年に設立され、東京に本社を置いている。もっと見るTRANSACTION CO.,Ltd. 基礎のまとめTRANSACTIONLtd の収益と売上を時価総額と比較するとどうか。7818 基礎統計学時価総額JP¥68.08b収益（TTM）JP¥4.23b売上高(TTM)JP¥28.79b17.0xPER（株価収益率2.5xP/Sレシオ7818 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計7818 損益計算書（TTM）収益JP¥28.79b売上原価JP¥17.33b売上総利益JP¥11.46bその他の費用JP¥7.23b収益JP¥4.23b直近の収益報告Feb 28, 2026次回決算日Jul 15, 2026一株当たり利益（EPS）74.79グロス・マージン39.80%純利益率14.69%有利子負債／自己資本比率2.3%7818 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.4%現在の配当利回り38%配当性向7818 配当は確実ですか？7818 配当履歴とベンチマークを見る7818 、いつまでに購入すれば配当金を受け取れますか？TRANSACTIONLtd 配当日配当落ち日Aug 28 2026配当支払日Nov 06 2026配当落ちまでの日数97 days配当支払日までの日数167 days7818 配当は確実ですか？7818 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 15:22終値2026/05/22 00:00収益2026/02/28年間収益2025/08/31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TRANSACTION CO.,Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Nobuo KurahashiIchiyoshi Research Institute Inc.Hajime IkeuchiNomura Securities Co. Ltd.Yasuaki FujineTIW
Buy Or Sell Opportunity • May 07Now 20% overvaluedOver the last 90 days, the stock has fallen 6.5% to JP¥1,150. The fair value is estimated to be JP¥957, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Buy Or Sell Opportunity • Apr 20Now 20% overvaluedOver the last 90 days, the stock has fallen 3.1% to JP¥1,150. The fair value is estimated to be JP¥958, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Declared Dividend • Apr 16Dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 28th August 2026 Payment date: 6th November 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 32% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 15Second quarter 2026 earnings released: EPS: JP¥15.82 (vs JP¥15.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥15.82 (down from JP¥15.97 in 2Q 2025). Revenue: JP¥6.88b (up 7.4% from 2Q 2025). Net income: JP¥894.1m (down 2.9% from 2Q 2025). Profit margin: 13% (down from 14% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
お知らせ • Mar 17TRANSACTION CO.,Ltd. (TSE:7818) agreed to acquire Thousand Inc.TRANSACTION CO.,Ltd. (TSE:7818) agreed to acquire Thousand Inc. on March 16, 2026. For the period ending December 31, 2025, Thousand Inc. reported total revenue of ¥1.81 billion and net income of ¥31 million. As of December 31, 2025, Thousand Inc. reported total assets of ¥1.17 billion and total common equity of ¥259 million. The expected completion of the transaction is March 31, 2026.
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥21.64 (vs JP¥18.12 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.64 (up from JP¥18.12 in 1Q 2025). Revenue: JP¥7.97b (up 12% from 1Q 2025). Net income: JP¥1.22b (up 17% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.
Buy Or Sell Opportunity • May 07Now 20% overvaluedOver the last 90 days, the stock has fallen 6.5% to JP¥1,150. The fair value is estimated to be JP¥957, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Buy Or Sell Opportunity • Apr 20Now 20% overvaluedOver the last 90 days, the stock has fallen 3.1% to JP¥1,150. The fair value is estimated to be JP¥958, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Declared Dividend • Apr 16Dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 28th August 2026 Payment date: 6th November 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 32% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 15Second quarter 2026 earnings released: EPS: JP¥15.82 (vs JP¥15.97 in 2Q 2025)Second quarter 2026 results: EPS: JP¥15.82 (down from JP¥15.97 in 2Q 2025). Revenue: JP¥6.88b (up 7.4% from 2Q 2025). Net income: JP¥894.1m (down 2.9% from 2Q 2025). Profit margin: 13% (down from 14% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
お知らせ • Mar 17TRANSACTION CO.,Ltd. (TSE:7818) agreed to acquire Thousand Inc.TRANSACTION CO.,Ltd. (TSE:7818) agreed to acquire Thousand Inc. on March 16, 2026. For the period ending December 31, 2025, Thousand Inc. reported total revenue of ¥1.81 billion and net income of ¥31 million. As of December 31, 2025, Thousand Inc. reported total assets of ¥1.17 billion and total common equity of ¥259 million. The expected completion of the transaction is March 31, 2026.
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥21.64 (vs JP¥18.12 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.64 (up from JP¥18.12 in 1Q 2025). Revenue: JP¥7.97b (up 12% from 1Q 2025). Net income: JP¥1.22b (up 17% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.
Board Change • Dec 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Outside Director Kazuyuki Omori was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 16Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥142 (up from JP¥64.69 in FY 2024). Revenue: JP¥27.5b (up 9.6% from FY 2024). Net income: JP¥4.08b (up 8.4% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 15TRANSACTION CO.,Ltd., Annual General Meeting, Nov 27, 2025TRANSACTION CO.,Ltd., Annual General Meeting, Nov 27, 2025.
分析記事 • Aug 26TRANSACTIONLtd (TSE:7818) Will Pay A Larger Dividend Than Last Year At ¥55.00The board of TRANSACTION CO.,Ltd. ( TSE:7818 ) has announced that it will be paying its dividend of ¥55.00 on the 7th...
お知らせ • Aug 26+ 3 more updatesTRANSACTION CO.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025TRANSACTION CO.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025
Upcoming Dividend • Aug 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 07 November 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.0%).
分析記事 • Jul 31TRANSACTIONLtd (TSE:7818) Is Paying Out A Larger Dividend Than Last YearTRANSACTION CO.,Ltd. ( TSE:7818 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Jul 23TRANSACTION CO.,Ltd. (TSE:7818) announces an Equity Buyback for 650,000 shares, representing 2.25% for ¥1,950 million.TRANSACTION CO.,Ltd. (TSE:7818) announces a share repurchase program. Under the program, the company will repurchase up to 650,000 shares, representing 2.25% of its issued share capital, for total worth of ¥1,950 million worth of its shares. The purpose of the share repurchases is to further improve capital efficiency, while also considering the appropriate capital level and the impact on supply and demand related to the secondary offering of shares. The repurchased shares will be cancelled. The program is valid till July 31, 2025. As of June 30, 2025, the company had 28,839,344 shares in issue and 536,056 shares in treasury.
お知らせ • Jul 22TRANSACTION CO.,Ltd. has filed a Follow-on Equity Offering.TRANSACTION CO.,Ltd. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 2,100,000
分析記事 • Jul 17TRANSACTIONLtd (TSE:7818) Is Paying Out A Larger Dividend Than Last YearTRANSACTION CO.,Ltd. ( TSE:7818 ) has announced that it will be increasing its dividend from last year's comparable...
Reported Earnings • Jul 15Third quarter 2025 earnings released: EPS: JP¥37.28 (vs JP¥29.49 in 3Q 2024)Third quarter 2025 results: EPS: JP¥37.28 (up from JP¥29.49 in 3Q 2024). Revenue: JP¥7.26b (up 18% from 3Q 2024). Net income: JP¥1.08b (up 25% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 17TRANSACTIONLtd's (TSE:7818) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of TRANSACTION CO.,Ltd. ( TSE:7818 ) has announced that it will be paying its dividend of ¥55.00 on the 7th...
Declared Dividend • Apr 16Dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 28th August 2025 Payment date: 7th November 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Apr 16We Think TRANSACTIONLtd (TSE:7818) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥31.94 (vs JP¥30.55 in 2Q 2024)Second quarter 2025 results: EPS: JP¥31.94 (up from JP¥30.55 in 2Q 2024). Revenue: JP¥6.40b (up 4.4% from 2Q 2024). Net income: JP¥921.0m (up 3.5% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 14TRANSACTION CO.,Ltd. Revises Dividend Guidance for the Fiscal Year Ending August 31, 2025TRANSACTION CO.,Ltd. revised dividend guidance for the fiscal year ending August 31, 2025. For the year, the company now expects dividend of JPY 55.00 per share against previous guidance of JPY 41.00 per share. Reason for revision: The company have increased dividends for 13 consecutive fiscal years since its listing in order to return profits to shareholders. The Company recognizes that providing returns to shareholders is one of its most important management issues, and has decided to raise the level of its dividend payout ratio in order to further strengthen the return of profits to shareholders in the future.
Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥36.24 (vs JP¥34.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥36.24 (up from JP¥34.40 in 1Q 2024). Revenue: JP¥7.11b (up 7.3% from 1Q 2024). Net income: JP¥1.05b (up 4.3% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 23% per year.
New Risk • Nov 07New 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 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥129 (up from JP¥113 in FY 2023). Revenue: JP¥25.0b (up 9.1% from FY 2023). Net income: JP¥3.76b (up 14% from FY 2023). Profit margin: 15% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.5%. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 31% per year.
お知らせ • Oct 15+ 2 more updatesTRANSACTION CO.,Ltd., Annual General Meeting, Nov 28, 2024TRANSACTION CO.,Ltd., Annual General Meeting, Nov 28, 2024.
お知らせ • Aug 27+ 3 more updatesTRANSACTION CO.,Ltd. to Report Fiscal Year 2024 Results on Oct 15, 2024TRANSACTION CO.,Ltd. announced that they will report fiscal year 2024 results on Oct 15, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.3%).
分析記事 • Aug 19TRANSACTIONLtd (TSE:7818) Will Pay A Larger Dividend Than Last Year At ¥37.00The board of TRANSACTION CO.,Ltd. ( TSE:7818 ) has announced that it will be paying its dividend of ¥37.00 on the 8th...
分析記事 • Jul 26TRANSACTIONLtd (TSE:7818) Has Announced That It Will Be Increasing Its Dividend To ¥37.00TRANSACTION CO.,Ltd.'s ( TSE:7818 ) dividend will be increasing from last year's payment of the same period to ¥37.00...
Reported Earnings • Jul 15Third quarter 2024 earnings released: EPS: JP¥29.49 (vs JP¥33.06 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.49 (down from JP¥33.06 in 3Q 2023). Revenue: JP¥6.14b (down 1.8% from 3Q 2023). Net income: JP¥859.0m (down 11% from 3Q 2023). Profit margin: 14% (down from 15% in 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 12TRANSACTION CO.,Ltd. (TSE:7818) announces an Equity Buyback for 300,000 shares, representing 1.03% for ¥500 million.TRANSACTION CO.,Ltd. (TSE:7818) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 0.34% of its issued share capital, for total worth of ¥500 million worth of its shares. The purpose of the share repurchases is to implement a flexible capital policy that responds to changes in the business environment and to enhance the return of profits to shareholders. The program is valid till December 26, 2024. As of February 29, 2024, the company had 29,128,535 shares in issue and 246,865 shares in treasury.
分析記事 • Jul 12TRANSACTIONLtd's (TSE:7818) Shareholders Will Receive A Bigger Dividend Than Last YearTRANSACTION CO.,Ltd.'s ( TSE:7818 ) dividend will be increasing from last year's payment of the same period to ¥37.00...
Buy Or Sell Opportunity • Jul 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥1,871. The fair value is estimated to be JP¥2,350, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
分析記事 • Jun 19TRANSACTIONLtd (TSE:7818) Is Increasing Its Dividend To ¥37.00TRANSACTION CO.,Ltd.'s ( TSE:7818 ) dividend will be increasing from last year's payment of the same period to ¥37.00...
Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to JP¥1,879. The fair value is estimated to be JP¥2,350, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
分析記事 • Apr 17Some TRANSACTION CO.,Ltd. (TSE:7818) Shareholders Look For Exit As Shares Take 27% PoundingTRANSACTION CO.,Ltd. ( TSE:7818 ) shareholders that were waiting for something to happen have been dealt a blow with a...
Buy Or Sell Opportunity • Apr 16Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to JP¥1,776. The fair value is estimated to be JP¥2,351, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
分析記事 • Apr 14TRANSACTIONLtd (TSE:7818) Has Announced That It Will Be Increasing Its Dividend To ¥37.00TRANSACTION CO.,Ltd. ( TSE:7818 ) will increase its dividend from last year's comparable payment on the 8th of November...
Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥30.55 (vs JP¥25.45 in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.55 (up from JP¥25.45 in 2Q 2023). Revenue: JP¥6.14b (up 16% from 2Q 2023). Net income: JP¥890.0m (up 20% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 14Dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 29th August 2024 Payment date: 8th November 2024 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 26Now 20% undervaluedOver the last 90 days, the stock has risen 15% to JP¥2,433. The fair value is estimated to be JP¥3,059, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Buying Opportunity • Jan 17Now 22% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥2,863, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 15% in the next 2 years.
Reported Earnings • Jan 13First quarter 2024 earnings released: EPS: JP¥34.40 (vs JP¥28.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥34.40 (up from JP¥28.11 in 1Q 2023). Revenue: JP¥6.62b (up 11% from 1Q 2023). Net income: JP¥1.00b (up 23% from 1Q 2023). Profit margin: 15% (up from 14% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,564, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Household Products industry in Japan. Total returns to shareholders of 164% over the past three years.
お知らせ • Jan 11TRANSACTION CO.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending August 2024TRANSACTION CO.,Ltd. provided dividend guidance for the fiscal year ending August 2024. For the period, Company expects dividend of JPY 37.00 per share against JPY 35.00 per share paid a year ago.
お知らせ • Oct 14TRANSACTION CO.,Ltd., Annual General Meeting, Nov 29, 2023TRANSACTION CO.,Ltd., Annual General Meeting, Nov 29, 2023.
Reported Earnings • Oct 13Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥113 (up from JP¥75.42 in FY 2022). Revenue: JP¥23.0b (up 26% from FY 2022). Net income: JP¥3.31b (up 51% from FY 2022). Profit margin: 14% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Oct 13+ 1 more updateTransaction Co.,Ltd. Provides Earnings Guidance for the Half Year Ending February 2024 and for the Fiscal Year Ending August 2024TRANSACTION CO.,Ltd. provided earnings guidance for the half year ending February 2024 and for the fiscal year ending August 2024. For the half year, the company expects net sales of JPY 12,278 million, Operating profit of JPY 2,577 million and profit attributable to owners of parent of JPY 1,732 million or EPS of JPY 59.48. For the year, the company expected net sales of JPY 25,160 million, Operating profit of JPY 5,220 million, profit attributable to owners of parent of JPY 3,501 million or EPS of JPY 120.20.
New Risk • Oct 03New 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 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Share price has been volatile over the past 3 months (5.1% average weekly change).
お知らせ • Aug 30+ 3 more updatesTRANSACTION CO.,Ltd. to Report Fiscal Year 2023 Results on Oct 12, 2023TRANSACTION CO.,Ltd. announced that they will report fiscal year 2023 results on Oct 12, 2023
Upcoming Dividend • Aug 23Upcoming dividend of JP¥32.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 09 November 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.1%).
Reported Earnings • Jul 16Third quarter 2023 earnings released: EPS: JP¥33.06 (vs JP¥18.97 in 3Q 2022)Third quarter 2023 results: EPS: JP¥33.06 (up from JP¥18.97 in 3Q 2022). Revenue: JP¥6.25b (up 37% from 3Q 2022). Net income: JP¥963.0m (up 75% from 3Q 2022). Profit margin: 15% (up from 12% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 12+ 1 more updateTransaction Co.,Ltd. Provides Year End Dividend Forecast for the Quarter Ending August 2023TRANSACTION CO.,Ltd. provided year end dividend forecast of JPY 32.00 for the quarter ending August 2023.
Reported Earnings • Apr 13Second quarter 2023 earnings released: EPS: JP¥25.45 (vs JP¥18.97 in 2Q 2022)Second quarter 2023 results: EPS: JP¥25.45 (up from JP¥18.97 in 2Q 2022). Revenue: JP¥5.31b (up 18% from 2Q 2022). Net income: JP¥741.0m (up 34% from 2Q 2022). Profit margin: 14% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,434, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Household Products industry in Japan. Total returns to shareholders of 32% over the past three years.
Reported Earnings • Jan 14First quarter 2023 earnings released: EPS: JP¥28.11 (vs JP¥17.87 in 1Q 2022)First quarter 2023 results: EPS: JP¥28.11 (up from JP¥17.87 in 1Q 2022). Revenue: JP¥5.97b (up 34% from 1Q 2022). Net income: JP¥818.0m (up 57% from 1Q 2022). Profit margin: 14% (up from 12% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 12+ 1 more updateTRANSACTION CO.,Ltd. Provides Dividend Guidance for the Fiscal Year August 2023TRANSACTION CO.,Ltd. expected to pay dividend of JPY 27.00 per share for the fiscal year August 2023 compared to JPY 25 per share paid a year ago.
Board Change • Dec 09Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Yumiko Matsuo was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 04Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥75.42 (up from JP¥70.68 in FY 2021). Revenue: JP¥18.3b (up 6.6% from FY 2021). Net income: JP¥2.20b (up 6.6% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
Reported Earnings • Oct 15Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥75.42 (up from JP¥70.68 in FY 2021). Revenue: JP¥18.3b (up 6.6% from FY 2021). Net income: JP¥2.20b (up 6.6% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 13+ 2 more updatesTRANSACTION CO.,Ltd., Annual General Meeting, Nov 29, 2022TRANSACTION CO.,Ltd., Annual General Meeting, Nov 29, 2022.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 08 November 2022. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).
Reported Earnings • Jul 13Third quarter 2022 earnings released: EPS: JP¥18.97 (vs JP¥17.28 in 3Q 2021)Third quarter 2022 results: EPS: JP¥18.97 (up from JP¥17.28 in 3Q 2021). Revenue: JP¥4.56b (up 10.0% from 3Q 2021). Net income: JP¥552.0m (up 9.7% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 6.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 12+ 1 more updateTRANSACTION CO.,Ltd. Provides Dividend Guidance for the Year Ending August 2022TRANSACTION CO.,Ltd. provided dividend guidance for the year ending August 2022. For the year, the company expects to pay dividend of JPY 24.00 against JPY 22.00 a year ago.
Reported Earnings • Apr 14Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥18.97 (down from JP¥20.81 in 2Q 2021). Revenue: JP¥4.51b (up 8.3% from 2Q 2021). Net income: JP¥552.0m (down 8.9% from 2Q 2021). Profit margin: 12% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 16%, compared to a 6.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 12+ 1 more updateTransaction Co.,Ltd. Provides Dividend Guidance for the Year Ending August 2022Transaction Co.,Ltd. provided dividend guidance of JPY 24.00 for the year ending August 2022 as compared to JPY 22.00 paid last year.
Reported Earnings • Jan 13First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥17.87 (down from JP¥21.37 in 1Q 2021). Revenue: JP¥4.46b (down 7.9% from 1Q 2021). Net income: JP¥520.0m (down 17% from 1Q 2021). Profit margin: 12% (down from 13% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 14%, compared to a 5.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Jan 12Transaction Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending February 2022 and Full Year Ending August 31, 2022TRANSACTION CO.,Ltd. provided consolidated earnings guidance for the six months ending February 2022 and Full Year Ending August 31, 2022. For the six months ending February 2022, the company expects net sales of JPY 8,964 million, operating profit of JPY 1,482 million, profit attributable to owners of parent of JPY 997 million and basic earnings per share of JPY 34.26.For the full year ending August 31, 2022, the company expects net sales of JPY 19,004 million, operating profit of JPY 3,130 million, profit attributable to owners of parent of JPY 2,092 million and basic earnings per share of JPY 71.91.
Reported Earnings • Oct 15Full year 2021 earnings released: EPS JP¥70.68 (vs JP¥56.68 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥17.1b (down 7.2% from FY 2020). Net income: JP¥2.06b (up 25% from FY 2020). Profit margin: 12% (up from 8.9% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 09 November 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.0%).
Reported Earnings • Jul 11Third quarter 2021 earnings released: EPS JP¥17.28 (vs JP¥24.41 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥4.14b (down 30% from 3Q 2020). Net income: JP¥503.0m (down 30% from 3Q 2020). Profit margin: 12% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 15Second quarter 2021 earnings released: EPS JP¥20.81 (vs JP¥10.48 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥4.17b (up 5.8% from 2Q 2020). Net income: JP¥606.0m (up 98% from 2Q 2020). Profit margin: 14% (up from 7.8% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 13Transaction Co. Ltd. Provides Consolidated Earnings Guidance for the Year Ended August 2021Transaction Co. Ltd. provided consolidated earnings guidance for the year ended August 2021. For the period, the company expects consolidated net sales of JPY 17,578 million, operating profit of JPY 2,531 million, profit attributable to owners of parent of JPY 1,690 million and basic earnings per share of JPY 58.01.
Is New 90 Day High Low • Mar 12New 90-day high: JP¥1,170The company is up 26% from its price of JP¥926 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Household Products industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥833 per share.
Is New 90 Day High Low • Feb 08New 90-day high: JP¥1,122The company is up 19% from its price of JP¥940 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Household Products industry, which is down 9.0% over the same period.
Reported Earnings • Jan 14First quarter 2021 earnings released: EPS JP¥21.37The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥4.84b (up 7.7% from 1Q 2020). Net income: JP¥624.0m (up 42% from 1Q 2020). Profit margin: 13% (up from 9.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Jan 13New 90-day high: JP¥1,058The company is up 3.0% from its price of JP¥1,030 on 15 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Household Products industry, which is down 3.0% over the same period.
Is New 90 Day High Low • Dec 07New 90-day low: JP¥916The company is down 19% from its price of JP¥1,135 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Household Products industry, which is up 4.0% over the same period.
