Yodoko（5451）株式概要株式会社ヨドコウは、日本国内で工業用および民生用の鉄鋼製品の製造・販売を行っている。 詳細5451 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より11.9%で取引されている 過去1年間で収益は28.9%増加しました リスク分析財務結果に影響を与える大きな一時的項目 不安定な配当実績 すべてのリスクチェックを見る5451 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¥1.24k16.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-3b223b2016201920222025202620282031Revenue JP¥222.6bEarnings JP¥19.8bAdvancedSet Fair ValueView all narrativesYodoko, Ltd. 競合他社Aichi SteelSymbol: TSE:5482Market cap: JP¥183.4bOkayaSymbol: NSE:7485Market cap: JP¥184.7bTokyo Steel ManufacturingSymbol: TSE:5423Market cap: JP¥176.3bKurimotoLtdSymbol: TSE:5602Market cap: JP¥83.1b価格と性能株価の高値、安値、推移の概要Yodoko過去の株価現在の株価JP¥1,240.0052週高値JP¥1,660.0052週安値JP¥1,066.00ベータ0.511ヶ月の変化-6.34%3ヶ月変化-12.31%1年変化10.71%3年間の変化111.53%5年間の変化166.32%IPOからの変化58.77%最新ニュース分析記事 • May 21We Think That There Are Some Issues For Yodoko (TSE:5451) Beyond Its Promising EarningsThe market shrugged off Yodoko, Ltd.'s ( TSE:5451 ) solid earnings report. We think that investors might be worried...Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥120 (vs JP¥93.40 in FY 2025)Full year 2026 results: EPS: JP¥120 (up from JP¥93.40 in FY 2025). Revenue: JP¥195.4b (down 6.3% from FY 2025). Net income: JP¥17.4b (up 29% from FY 2025). Profit margin: 8.9% (up from 6.5% in FY 2025). 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 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Yodoko, Ltd., Annual General Meeting, Jun 23, 2026Yodoko, Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • May 09Yodoko, Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Yodoko, Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥69.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).お知らせ • Mar 12Yodoko, Ltd. (TSE:5451) announces an Equity Buyback for 3,500,000 shares, representing 2.39% for ¥5,393.5 million.Yodoko, Ltd. (TSE:5451) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 2.39% of its issued share capital, for total worth of ¥5,393.50 million worth of its shares. The shares will be repurchased at a price of ¥1,541 per share. The purpose of the share repurchases is to adopt timely and flexible financial strategies in response to changes in the operating environment, the company will repurchase and cancel treasury shares. As of March 12, 2026, the company has 146,141,050 shares are issued and outstanding and 13,045,100 shares are in treasury.最新情報をもっと見るRecent updates分析記事 • May 21We Think That There Are Some Issues For Yodoko (TSE:5451) Beyond Its Promising EarningsThe market shrugged off Yodoko, Ltd.'s ( TSE:5451 ) solid earnings report. We think that investors might be worried...Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥120 (vs JP¥93.40 in FY 2025)Full year 2026 results: EPS: JP¥120 (up from JP¥93.40 in FY 2025). Revenue: JP¥195.4b (down 6.3% from FY 2025). Net income: JP¥17.4b (up 29% from FY 2025). Profit margin: 8.9% (up from 6.5% in FY 2025). 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 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Yodoko, Ltd., Annual General Meeting, Jun 23, 2026Yodoko, Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • May 09Yodoko, Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Yodoko, Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥69.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).お知らせ • Mar 12Yodoko, Ltd. (TSE:5451) announces an Equity Buyback for 3,500,000 shares, representing 2.39% for ¥5,393.5 million.Yodoko, Ltd. (TSE:5451) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 2.39% of its issued share capital, for total worth of ¥5,393.50 million worth of its shares. The shares will be repurchased at a price of ¥1,541 per share. The purpose of the share repurchases is to adopt timely and flexible financial strategies in response to changes in the operating environment, the company will repurchase and cancel treasury shares. As of March 12, 2026, the company has 146,141,050 shares are issued and outstanding and 13,045,100 shares are in treasury.Buy Or Sell Opportunity • Mar 03Now 20% undervaluedOver the last 90 days, the stock has risen 24% to JP¥1,620. The fair value is estimated to be JP¥2,025, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11%.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,646, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 15x in the Metals and Mining industry in Japan. Total returns to shareholders of 248% over the past three years.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥23.47 (vs JP¥38.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥23.47 (down from JP¥38.14 in 3Q 2025). Revenue: JP¥47.1b (down 8.4% from 3Q 2025). Net income: JP¥3.40b (down 38% from 3Q 2025). Profit margin: 7.2% (down from 11% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 29Yodoko's (TSE:5451) Dividend Will Be ¥40.00The board of Yodoko, Ltd. ( TSE:5451 ) has announced that it will pay a dividend of ¥40.00 per share on the 25th of...お知らせ • Jan 29Shanghai Tsinghen International Trading Co.,Ltd. agreed to acquire 95% stake in Yodogawa-Shengyu (Hefei) High-Tech Steel Co.,Ltd. from Yodoko, Ltd. (TSE:5451) and Sheng Yu Steel Co., Ltd. (TWSE:2029).Shanghai Tsinghen International Trading Co.,Ltd. agreed to acquire 95% stake in Yodogawa-Shengyu (Hefei) High-Tech Steel Co.,Ltd. from Yodoko, Ltd. (TSE:5451) and Sheng Yu Steel Co., Ltd. (TWSE:2029) on January 28, 2026. The selling price is currently under negotiation. The transaction was approved by acquirer board. The deal is expected to close in late June 2026.分析記事 • Dec 03Yodoko (TSE:5451) Is Due To Pay A Dividend Of ¥40.00Yodoko, Ltd.'s ( TSE:5451 ) investors are due to receive a payment of ¥40.00 per share on 25th of June. This means the...お知らせ • Dec 02Yodoko, Ltd. to Report Q3, 2026 Results on Feb 06, 2026Yodoko, Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026Declared Dividend • Dec 02First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 4.6%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 24% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Nov 19Yodoko's (TSE:5451) Profits Appear To Have Quality IssuesYodoko, Ltd.'s ( TSE:5451 ) healthy profit numbers didn't contain any surprises for investors. However the statutory...Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥18.26 (vs JP¥17.86 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.26 (up from JP¥17.86 in 2Q 2025). Revenue: JP¥49.1b (down 6.9% from 2Q 2025). Net income: JP¥2.64b (up 2.4% from 2Q 2025). Profit margin: 5.4% (up from 4.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).分析記事 • Sep 08We Like These Underlying Return On Capital Trends At Yodogawa Steel Works (TSE:5451)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...お知らせ • Sep 03Yodogawa Steel Works, Ltd. to Report Q2, 2026 Results on Nov 05, 2025Yodogawa Steel Works, Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥118 (vs JP¥20.04 in 1Q 2025)First quarter 2026 results: EPS: JP¥118 (up from JP¥20.04 in 1Q 2025). Revenue: JP¥52.8b (flat on 1Q 2025). Net income: JP¥3.40b (up 18% from 1Q 2025). Profit margin: 6.4% (up from 5.5% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 6.2%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but not covered by cash flows (140% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥467 (vs JP¥154 in FY 2024)Full year 2025 results: EPS: JP¥467 (up from JP¥154 in FY 2024). Revenue: JP¥208.5b (up 2.2% from FY 2024). Net income: JP¥13.5b (up 203% from FY 2024). Profit margin: 6.5% (up from 2.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.お知らせ • Jun 04Yodogawa Steel Works, Ltd. to Report Q1, 2026 Results on Aug 06, 2025Yodogawa Steel Works, Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025分析記事 • May 16Impressive Earnings May Not Tell The Whole Story For Yodogawa Steel Works (TSE:5451)Despite announcing strong earnings, Yodogawa Steel Works, Ltd.'s ( TSE:5451 ) stock was sluggish. We did some digging...Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥467 (vs JP¥154 in FY 2024)Full year 2025 results: EPS: JP¥467 (up from JP¥154 in FY 2024). Revenue: JP¥208.5b (up 2.2% from FY 2024). Net income: JP¥13.5b (up 203% from FY 2024). Profit margin: 6.5% (up from 2.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.お知らせ • May 09Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 24, 2025Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 24, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥233 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 5.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (4.1%).分析記事 • Mar 13Yodogawa Steel Works (TSE:5451) Will Pay A Larger Dividend Than Last Year At ¥233.00The board of Yodogawa Steel Works, Ltd. ( TSE:5451 ) has announced that it will be paying its dividend of ¥233.00 on...お知らせ • Mar 04Yodogawa Steel Works, Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2025 results on May 09, 2025分析記事 • Feb 27Yodogawa Steel Works' (TSE:5451) Dividend Will Be Increased To ¥233.00Yodogawa Steel Works, Ltd. ( TSE:5451 ) has announced that it will be increasing its dividend from last year's...お知らせ • Feb 27Yodogawa Steel Works, Ltd. Resolves on Changes in Its Representative Directors and OfficersYodogawa Steel Works, Ltd. announced that, at the meeting of Board of Directors held on February 27, 2025, it has resolved on changes in its Representative Directors and Officers. Changes in Representative Directors (Appointment date: April 1, 2025): The Company aims to further strengthen its management foundation, grow its group, and improve its corporate value through the new management system. Satoshi Nitta: Current title: President and Representative Director. New title: Director. Eiichi Tanaka: Current title: Director, Senior Managing Executive Officer. New title: President and Representative Director. Profile of new Representative Director (New President): Date of birth: August 19, 1962. Educational background Faculty of Economics, Osaka Prefecture University (Graduated in March 1985) Number of the Company's 12,145 shares shares owned Career summary Apr. 1985 Joined the Company June 2018 Executive Officer, Senior General Manager Corporate Planning Division, General Manager of Overseas Business Planning Dept. Apr. 2021 Senior Executive Officer, President and Chairman of the Board, YODOGAWA-SHENGYU (HEFEI) HIGH-TECH STEEL CO., LTD. June 2022 Director, Managing Executive Officer, Senior General Manager Corporate Planning Division, and General Manager of Overseas Business Planning Dept., Chairman of the Board of YODOGAWA- SHENGYU (HEFEI) HIGH-TECH STEEL CO., LTD., in charge of overseas affiliated companies Apr. 2024 Director, Senior Managing Executive Officer, Senior General Manager Corporate Planning Division, in charge of plants and in charge of Steel Sheet Development Dept., Chairman of the Board of YODOGAWA- SHENGYU (HEFEI) HIGH-TECH STEEL CO., LTD., in charge of overseas affiliated companies (Current position).分析記事 • Feb 11Yodogawa Steel Works (TSE:5451) Is Paying Out A Larger Dividend Than Last YearYodogawa Steel Works, Ltd. ( TSE:5451 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Feb 11Dividend of JP¥233 announcedShareholders will receive a dividend of JP¥233. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 5.6%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but not covered by cash flows (101% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥191 (vs JP¥88.83 in 3Q 2024)Third quarter 2025 results: EPS: JP¥191 (up from JP¥88.83 in 3Q 2024). Revenue: JP¥51.4b (down 1.5% from 3Q 2024). Net income: JP¥5.51b (up 115% from 3Q 2024). Profit margin: 11% (up from 4.9% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • Dec 03Yodogawa Steel Works, Ltd. to Report Q3, 2025 Results on Feb 07, 2025Yodogawa Steel Works, Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025Reported Earnings • Nov 08First half 2025 earnings released: EPS: JP¥200 (vs JP¥180 in 1H 2024)First half 2025 results: EPS: JP¥200 (up from JP¥180 in 1H 2024). Revenue: JP¥105.3b (up 4.0% from 1H 2024). Net income: JP¥5.79b (up 12% from 1H 2024). Profit margin: 5.5% (up from 5.1% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.6%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (4.3%).お知らせ • Sep 03Yodogawa Steel Works, Ltd. to Report Q2, 2025 Results on Nov 06, 2024Yodogawa Steel Works, Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥111 (vs JP¥69.87 in 1Q 2024)First quarter 2025 results: EPS: JP¥111 (up from JP¥69.87 in 1Q 2024). Revenue: JP¥52.6b (up 3.0% from 1Q 2024). Net income: JP¥3.21b (up 59% from 1Q 2024). Profit margin: 6.1% (up from 4.0% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.分析記事 • Aug 13Returns Are Gaining Momentum At Yodogawa Steel Works (TSE:5451)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...分析記事 • Jul 24Yodogawa Steel Works (TSE:5451) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • May 22Some Investors May Be Willing To Look Past Yodogawa Steel Works' (TSE:5451) Soft EarningsThe market was pleased with the recent earnings report from Yodogawa Steel Works, Ltd. ( TSE:5451 ), despite the profit...分析記事 • May 21There's Reason For Concern Over Yodogawa Steel Works, Ltd.'s (TSE:5451) Massive 32% Price JumpYodogawa Steel Works, Ltd. ( TSE:5451 ) shareholders have had their patience rewarded with a 32% share price jump in...New Risk • May 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 4.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).お知らせ • May 12Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 25, 2024Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 25, 2024.分析記事 • Apr 27Yodogawa Steel Works (TSE:5451) Is Looking To Continue Growing Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (3.5%).お知らせ • Mar 03Yodogawa Steel Works, Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2024 results on May 10, 2024分析記事 • Mar 01Yodogawa Steel Works, Ltd.'s (TSE:5451) Shares Not Telling The Full StoryIt's not a stretch to say that Yodogawa Steel Works, Ltd.'s ( TSE:5451 ) price-to-earnings (or "P/E") ratio of 13.4x...Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥88.82 (vs JP¥90.75 in 3Q 2023)Third quarter 2024 results: EPS: JP¥88.82 (down from JP¥90.75 in 3Q 2023). Revenue: JP¥52.2b (down 1.6% from 3Q 2023). Net income: JP¥2.57b (down 2.0% from 3Q 2023). Profit margin: 4.9% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 20% per year.お知らせ • Dec 03Yodogawa Steel Works, Ltd. to Report Q3, 2024 Results on Feb 06, 2024Yodogawa Steel Works, Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥110 (vs JP¥87.15 in 2Q 2023)Second quarter 2024 results: EPS: JP¥110 (up from JP¥87.15 in 2Q 2023). Revenue: JP¥50.2b (down 18% from 2Q 2023). Net income: JP¥3.17b (up 26% from 2Q 2023). Profit margin: 6.3% (up from 4.1% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 22% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (3.2%).Buying Opportunity • Sep 20Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥4,826, 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 grown by 29%.お知らせ • Sep 03Yodogawa Steel Works, Ltd. to Report Q2, 2024 Results on Nov 06, 2023Yodogawa Steel Works, Ltd. announced that they will report Q2, 2024 results on Nov 06, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥69.86 (vs JP¥116 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.86 (down from JP¥116 in 1Q 2023). Revenue: JP¥51.1b (down 11% from 1Q 2023). Net income: JP¥2.02b (down 40% from 1Q 2023). Profit margin: 4.0% (down from 5.8% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 24Full year 2023 earnings released: EPS: JP¥367 (vs JP¥340 in FY 2022)Full year 2023 results: EPS: JP¥367 (up from JP¥340 in FY 2022). Revenue: JP¥220.3b (up 9.3% from FY 2022). Net income: JP¥10.6b (up 8.2% from FY 2022). Profit margin: 4.8% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% 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 03Yodogawa Steel Works, Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yodogawa Steel Works, Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023お知らせ • May 13Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2023Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥367 (vs JP¥340 in FY 2022)Full year 2023 results: EPS: JP¥367 (up from JP¥340 in FY 2022). Revenue: JP¥220.3b (up 9.3% from FY 2022). Net income: JP¥10.6b (up 8.2% from FY 2022). Profit margin: 4.8% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥62.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (4.6%).Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥90.74 (vs JP¥123 in 3Q 2022)Third quarter 2023 results: EPS: JP¥90.74 (down from JP¥123 in 3Q 2022). Revenue: JP¥53.0b (up 2.5% from 3Q 2022). Net income: JP¥2.62b (down 26% from 3Q 2022). Profit margin: 4.9% (down from 6.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% 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 • Dec 04Yodogawa Steel Works, Ltd. to Report Q3, 2023 Results on Feb 06, 2023Yodogawa Steel Works, Ltd. announced that they will report Q3, 2023 results on Feb 06, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥87.15 (vs JP¥57.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥87.15 (up from JP¥57.27 in 2Q 2022). Revenue: JP¥60.9b (up 22% from 2Q 2022). Net income: JP¥2.52b (up 52% from 2Q 2022). Profit margin: 4.1% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 5 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Audit & Supervisory Board Member Shiro Morioka is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Sadato Kobayashi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥87.15 (vs JP¥57.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥87.15 (up from JP¥57.27 in 2Q 2022). Revenue: JP¥60.9b (up 22% from 2Q 2022). Net income: JP¥2.52b (up 52% from 2Q 2022). Profit margin: 4.1% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (5.4%).お知らせ • Aug 31Yodogawa Steel Works, Ltd. to Report Q2, 2023 Results on Nov 04, 2022Yodogawa Steel Works, Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥116 (vs JP¥85.46 in 1Q 2022)First quarter 2023 results: EPS: JP¥116 (up from JP¥85.46 in 1Q 2022). Revenue: JP¥57.6b (up 31% from 1Q 2022). Net income: JP¥3.34b (up 36% from 1Q 2022). Profit margin: 5.8% (up from 5.6% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥201.7b (up 34% from FY 2021). Net income: JP¥9.79b (up 56% from FY 2021). Profit margin: 4.9% (up from 4.2% in FY 2021). The increase in margin was driven by higher revenue.お知らせ • Jun 03Yodogawa Steel Works, Ltd. to Report Q1, 2023 Results on Aug 04, 2022Yodogawa Steel Works, Ltd. announced that they will report Q1, 2023 results on Aug 04, 2022お知らせ • May 12Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2022Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥340 (vs JP¥216 in FY 2021)Full year 2022 results: EPS: JP¥340 (up from JP¥216 in FY 2021). Revenue: JP¥201.7b (up 34% from FY 2021). Net income: JP¥9.79b (up 56% from FY 2021). Profit margin: 4.9% (up from 4.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 4 experienced directors. No highly experienced directors. Audit & Supervisory Board Member Shiro Morioka is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 08Yodogawa Steel Works, Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (4.8%).Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥123 (up from JP¥59.03 in 3Q 2021). Revenue: JP¥51.8b (up 35% from 3Q 2021). Net income: JP¥3.56b (up 109% from 3Q 2021). Profit margin: 6.9% (up from 4.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. 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 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥57.27 (vs JP¥37.35 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥49.8b (up 46% from 2Q 2021). Net income: JP¥1.65b (up 52% from 2Q 2021). Profit margin: 3.3% (up from 3.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (2.8%).Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥85.45 (vs JP¥62.30 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥44.0b (up 25% from 1Q 2021). Net income: JP¥2.46b (up 35% from 1Q 2021). Profit margin: 5.6% (up from 5.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.Reported Earnings • Jun 26Full year 2021 earnings released: EPS JP¥216 (vs JP¥131 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¥150.4b (down 2.4% from FY 2020). Net income: JP¥6.26b (up 62% from FY 2020). Profit margin: 4.2% (up from 2.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 7% per year.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥216 (vs JP¥131 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¥150.4b (down 2.4% from FY 2020). Net income: JP¥6.26b (up 62% from FY 2020). Profit margin: 4.2% (up from 2.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 9% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.5%).お知らせ • Mar 04Yodogawa Steel Works, Ltd. to Report Fiscal Year 2021 Results on May 11, 2021Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2021 results on May 11, 2021Is New 90 Day High Low • Mar 04New 90-day high: JP¥2,380The company is up 18% from its price of JP¥2,012 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 20% over the same period.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥59.02 (vs JP¥45.60 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥38.4b (down 1.1% from 3Q 2020). Net income: JP¥1.70b (up 27% from 3Q 2020). Profit margin: 4.4% (up from 3.5% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 05New 90-day high: JP¥2,257The company is up 13% from its price of JP¥1,994 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 21% over the same period.Is New 90 Day High Low • Jan 12New 90-day high: JP¥2,189The company is up 16% from its price of JP¥1,888 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 27% over the same period.お知らせ • Dec 05Yodogawa Steel Works, Ltd. to Report Q3, 2021 Results on Feb 04, 2021Yodogawa Steel Works, Ltd. announced that they will report Q3, 2021 results on Feb 04, 2021お知らせ • Sep 06Yodogawa Steel Works, Ltd. to Report Q2, 2021 Results on Nov 04, 2020Yodogawa Steel Works, Ltd. announced that they will report Q2, 2021 results on Nov 04, 2020株主還元5451JP Metals and MiningJP 市場7D4.2%6.3%2.7%1Y10.7%97.6%42.1%株主還元を見る業界別リターン: 5451過去 1 年間で97.6 % の収益を上げたJP Metals and Mining業界を下回りました。リターン対市場: 5451は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 5451's price volatile compared to industry and market?5451 volatility5451 Average Weekly Movement6.3%Metals and Mining Industry Average Movement6.2%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 5451 、 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: 5451の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19352,389Eiichi Tanakawww.yodoko.co.jp株式会社ヨドコウは、日本で工業用および民生用鋼材の製造・販売を行っている。同社は、塗装済み鋼板、亜鉛メッキ鋼板、クロメートフリー処理鋼板、冷延鋼帯、特殊鋼帯、スチールストラッピング、冷延鋼板からなる鋼板製品を提供している。また、物置、ガレージ、カーポート、駐輪場、倉庫、ロッジ、ゴミ箱などのエクステリア製品や、屋根材、サイディング、環境製品などの建材も提供している。また、厚板・熱間圧延用ワークロールを含む形鋼用ロール、製紙用ロール、ゴム・ビニール用ドリルロール、製紙用カレンダー装置なども提供している。さらに、高機能グレーチング製品、グレーチング、ピット・U字型カバーなどのグレーチング製品も提供している。また、賃貸ビルや駐車場を運営する不動産事業も手掛けている。前身は淀川製鋼所で、2025年10月に社名を変更した。同社は1935年に設立され、大阪に本社を置く。もっと見るYodoko, Ltd. 基礎のまとめYodoko の収益と売上を時価総額と比較するとどうか。5451 基礎統計学時価総額JP¥168.38b収益（TTM）JP¥17.40b売上高(TTM)JP¥195.37b10.0xPER（株価収益率0.9xP/Sレシオ5451 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5451 損益計算書（TTM）収益JP¥195.37b売上原価JP¥160.84b売上総利益JP¥34.53bその他の費用JP¥17.13b収益JP¥17.40b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）124.04グロス・マージン17.67%純利益率8.91%有利子負債／自己資本比率0%5451 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4.8%現在の配当利回り87%配当性向5451 配当は確実ですか？5451 配当履歴とベンチマークを見る5451 、いつまでに購入すれば配当金を受け取れますか？Yodoko 配当日配当落ち日Mar 30 2026配当支払日Jun 24 2026配当落ちまでの日数58 days配当支払日までの日数28 days5451 配当は確実ですか？5451 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2026/05/27 11:49終値2026/05/27 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yodoko, Ltd. 0 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Takashi MurataDaiwa Securities Co. Ltd.Kazuhiro HaradaSMBC NIKKOAtsushi YamaguchiUBS Investment Bank
分析記事 • May 21We Think That There Are Some Issues For Yodoko (TSE:5451) Beyond Its Promising EarningsThe market shrugged off Yodoko, Ltd.'s ( TSE:5451 ) solid earnings report. We think that investors might be worried...
Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥120 (vs JP¥93.40 in FY 2025)Full year 2026 results: EPS: JP¥120 (up from JP¥93.40 in FY 2025). Revenue: JP¥195.4b (down 6.3% from FY 2025). Net income: JP¥17.4b (up 29% from FY 2025). Profit margin: 8.9% (up from 6.5% in FY 2025). 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 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Yodoko, Ltd., Annual General Meeting, Jun 23, 2026Yodoko, Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • May 09Yodoko, Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Yodoko, Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥69.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).
お知らせ • Mar 12Yodoko, Ltd. (TSE:5451) announces an Equity Buyback for 3,500,000 shares, representing 2.39% for ¥5,393.5 million.Yodoko, Ltd. (TSE:5451) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 2.39% of its issued share capital, for total worth of ¥5,393.50 million worth of its shares. The shares will be repurchased at a price of ¥1,541 per share. The purpose of the share repurchases is to adopt timely and flexible financial strategies in response to changes in the operating environment, the company will repurchase and cancel treasury shares. As of March 12, 2026, the company has 146,141,050 shares are issued and outstanding and 13,045,100 shares are in treasury.
分析記事 • May 21We Think That There Are Some Issues For Yodoko (TSE:5451) Beyond Its Promising EarningsThe market shrugged off Yodoko, Ltd.'s ( TSE:5451 ) solid earnings report. We think that investors might be worried...
Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥120 (vs JP¥93.40 in FY 2025)Full year 2026 results: EPS: JP¥120 (up from JP¥93.40 in FY 2025). Revenue: JP¥195.4b (down 6.3% from FY 2025). Net income: JP¥17.4b (up 29% from FY 2025). Profit margin: 8.9% (up from 6.5% in FY 2025). 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 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Yodoko, Ltd., Annual General Meeting, Jun 23, 2026Yodoko, Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • May 09Yodoko, Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Yodoko, Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥69.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).
お知らせ • Mar 12Yodoko, Ltd. (TSE:5451) announces an Equity Buyback for 3,500,000 shares, representing 2.39% for ¥5,393.5 million.Yodoko, Ltd. (TSE:5451) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 2.39% of its issued share capital, for total worth of ¥5,393.50 million worth of its shares. The shares will be repurchased at a price of ¥1,541 per share. The purpose of the share repurchases is to adopt timely and flexible financial strategies in response to changes in the operating environment, the company will repurchase and cancel treasury shares. As of March 12, 2026, the company has 146,141,050 shares are issued and outstanding and 13,045,100 shares are in treasury.
Buy Or Sell Opportunity • Mar 03Now 20% undervaluedOver the last 90 days, the stock has risen 24% to JP¥1,620. The fair value is estimated to be JP¥2,025, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11%.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,646, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 15x in the Metals and Mining industry in Japan. Total returns to shareholders of 248% over the past three years.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥23.47 (vs JP¥38.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥23.47 (down from JP¥38.14 in 3Q 2025). Revenue: JP¥47.1b (down 8.4% from 3Q 2025). Net income: JP¥3.40b (down 38% from 3Q 2025). Profit margin: 7.2% (down from 11% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 29Yodoko's (TSE:5451) Dividend Will Be ¥40.00The board of Yodoko, Ltd. ( TSE:5451 ) has announced that it will pay a dividend of ¥40.00 per share on the 25th of...
お知らせ • Jan 29Shanghai Tsinghen International Trading Co.,Ltd. agreed to acquire 95% stake in Yodogawa-Shengyu (Hefei) High-Tech Steel Co.,Ltd. from Yodoko, Ltd. (TSE:5451) and Sheng Yu Steel Co., Ltd. (TWSE:2029).Shanghai Tsinghen International Trading Co.,Ltd. agreed to acquire 95% stake in Yodogawa-Shengyu (Hefei) High-Tech Steel Co.,Ltd. from Yodoko, Ltd. (TSE:5451) and Sheng Yu Steel Co., Ltd. (TWSE:2029) on January 28, 2026. The selling price is currently under negotiation. The transaction was approved by acquirer board. The deal is expected to close in late June 2026.
分析記事 • Dec 03Yodoko (TSE:5451) Is Due To Pay A Dividend Of ¥40.00Yodoko, Ltd.'s ( TSE:5451 ) investors are due to receive a payment of ¥40.00 per share on 25th of June. This means the...
お知らせ • Dec 02Yodoko, Ltd. to Report Q3, 2026 Results on Feb 06, 2026Yodoko, Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
Declared Dividend • Dec 02First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 4.6%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 24% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 19Yodoko's (TSE:5451) Profits Appear To Have Quality IssuesYodoko, Ltd.'s ( TSE:5451 ) healthy profit numbers didn't contain any surprises for investors. However the statutory...
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥18.26 (vs JP¥17.86 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.26 (up from JP¥17.86 in 2Q 2025). Revenue: JP¥49.1b (down 6.9% from 2Q 2025). Net income: JP¥2.64b (up 2.4% from 2Q 2025). Profit margin: 5.4% (up from 4.9% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).
分析記事 • Sep 08We Like These Underlying Return On Capital Trends At Yodogawa Steel Works (TSE:5451)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...
お知らせ • Sep 03Yodogawa Steel Works, Ltd. to Report Q2, 2026 Results on Nov 05, 2025Yodogawa Steel Works, Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥118 (vs JP¥20.04 in 1Q 2025)First quarter 2026 results: EPS: JP¥118 (up from JP¥20.04 in 1Q 2025). Revenue: JP¥52.8b (flat on 1Q 2025). Net income: JP¥3.40b (up 18% from 1Q 2025). Profit margin: 6.4% (up from 5.5% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 6.2%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but not covered by cash flows (140% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥467 (vs JP¥154 in FY 2024)Full year 2025 results: EPS: JP¥467 (up from JP¥154 in FY 2024). Revenue: JP¥208.5b (up 2.2% from FY 2024). Net income: JP¥13.5b (up 203% from FY 2024). Profit margin: 6.5% (up from 2.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
お知らせ • Jun 04Yodogawa Steel Works, Ltd. to Report Q1, 2026 Results on Aug 06, 2025Yodogawa Steel Works, Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025
分析記事 • May 16Impressive Earnings May Not Tell The Whole Story For Yodogawa Steel Works (TSE:5451)Despite announcing strong earnings, Yodogawa Steel Works, Ltd.'s ( TSE:5451 ) stock was sluggish. We did some digging...
Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥467 (vs JP¥154 in FY 2024)Full year 2025 results: EPS: JP¥467 (up from JP¥154 in FY 2024). Revenue: JP¥208.5b (up 2.2% from FY 2024). Net income: JP¥13.5b (up 203% from FY 2024). Profit margin: 6.5% (up from 2.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
お知らせ • May 09Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 24, 2025Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 24, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥233 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 5.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (4.1%).
分析記事 • Mar 13Yodogawa Steel Works (TSE:5451) Will Pay A Larger Dividend Than Last Year At ¥233.00The board of Yodogawa Steel Works, Ltd. ( TSE:5451 ) has announced that it will be paying its dividend of ¥233.00 on...
お知らせ • Mar 04Yodogawa Steel Works, Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
分析記事 • Feb 27Yodogawa Steel Works' (TSE:5451) Dividend Will Be Increased To ¥233.00Yodogawa Steel Works, Ltd. ( TSE:5451 ) has announced that it will be increasing its dividend from last year's...
お知らせ • Feb 27Yodogawa Steel Works, Ltd. Resolves on Changes in Its Representative Directors and OfficersYodogawa Steel Works, Ltd. announced that, at the meeting of Board of Directors held on February 27, 2025, it has resolved on changes in its Representative Directors and Officers. Changes in Representative Directors (Appointment date: April 1, 2025): The Company aims to further strengthen its management foundation, grow its group, and improve its corporate value through the new management system. Satoshi Nitta: Current title: President and Representative Director. New title: Director. Eiichi Tanaka: Current title: Director, Senior Managing Executive Officer. New title: President and Representative Director. Profile of new Representative Director (New President): Date of birth: August 19, 1962. Educational background Faculty of Economics, Osaka Prefecture University (Graduated in March 1985) Number of the Company's 12,145 shares shares owned Career summary Apr. 1985 Joined the Company June 2018 Executive Officer, Senior General Manager Corporate Planning Division, General Manager of Overseas Business Planning Dept. Apr. 2021 Senior Executive Officer, President and Chairman of the Board, YODOGAWA-SHENGYU (HEFEI) HIGH-TECH STEEL CO., LTD. June 2022 Director, Managing Executive Officer, Senior General Manager Corporate Planning Division, and General Manager of Overseas Business Planning Dept., Chairman of the Board of YODOGAWA- SHENGYU (HEFEI) HIGH-TECH STEEL CO., LTD., in charge of overseas affiliated companies Apr. 2024 Director, Senior Managing Executive Officer, Senior General Manager Corporate Planning Division, in charge of plants and in charge of Steel Sheet Development Dept., Chairman of the Board of YODOGAWA- SHENGYU (HEFEI) HIGH-TECH STEEL CO., LTD., in charge of overseas affiliated companies (Current position).
分析記事 • Feb 11Yodogawa Steel Works (TSE:5451) Is Paying Out A Larger Dividend Than Last YearYodogawa Steel Works, Ltd. ( TSE:5451 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Feb 11Dividend of JP¥233 announcedShareholders will receive a dividend of JP¥233. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 5.6%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but not covered by cash flows (101% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥191 (vs JP¥88.83 in 3Q 2024)Third quarter 2025 results: EPS: JP¥191 (up from JP¥88.83 in 3Q 2024). Revenue: JP¥51.4b (down 1.5% from 3Q 2024). Net income: JP¥5.51b (up 115% from 3Q 2024). Profit margin: 11% (up from 4.9% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • Dec 03Yodogawa Steel Works, Ltd. to Report Q3, 2025 Results on Feb 07, 2025Yodogawa Steel Works, Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
Reported Earnings • Nov 08First half 2025 earnings released: EPS: JP¥200 (vs JP¥180 in 1H 2024)First half 2025 results: EPS: JP¥200 (up from JP¥180 in 1H 2024). Revenue: JP¥105.3b (up 4.0% from 1H 2024). Net income: JP¥5.79b (up 12% from 1H 2024). Profit margin: 5.5% (up from 5.1% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.6%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (4.3%).
お知らせ • Sep 03Yodogawa Steel Works, Ltd. to Report Q2, 2025 Results on Nov 06, 2024Yodogawa Steel Works, Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥111 (vs JP¥69.87 in 1Q 2024)First quarter 2025 results: EPS: JP¥111 (up from JP¥69.87 in 1Q 2024). Revenue: JP¥52.6b (up 3.0% from 1Q 2024). Net income: JP¥3.21b (up 59% from 1Q 2024). Profit margin: 6.1% (up from 4.0% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
分析記事 • Aug 13Returns Are Gaining Momentum At Yodogawa Steel Works (TSE:5451)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
分析記事 • Jul 24Yodogawa Steel Works (TSE:5451) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 22Some Investors May Be Willing To Look Past Yodogawa Steel Works' (TSE:5451) Soft EarningsThe market was pleased with the recent earnings report from Yodogawa Steel Works, Ltd. ( TSE:5451 ), despite the profit...
分析記事 • May 21There's Reason For Concern Over Yodogawa Steel Works, Ltd.'s (TSE:5451) Massive 32% Price JumpYodogawa Steel Works, Ltd. ( TSE:5451 ) shareholders have had their patience rewarded with a 32% share price jump in...
New Risk • May 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 4.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).
お知らせ • May 12Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 25, 2024Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 25, 2024.
分析記事 • Apr 27Yodogawa Steel Works (TSE:5451) Is Looking To Continue Growing Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (3.5%).
お知らせ • Mar 03Yodogawa Steel Works, Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
分析記事 • Mar 01Yodogawa Steel Works, Ltd.'s (TSE:5451) Shares Not Telling The Full StoryIt's not a stretch to say that Yodogawa Steel Works, Ltd.'s ( TSE:5451 ) price-to-earnings (or "P/E") ratio of 13.4x...
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥88.82 (vs JP¥90.75 in 3Q 2023)Third quarter 2024 results: EPS: JP¥88.82 (down from JP¥90.75 in 3Q 2023). Revenue: JP¥52.2b (down 1.6% from 3Q 2023). Net income: JP¥2.57b (down 2.0% from 3Q 2023). Profit margin: 4.9% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Dec 03Yodogawa Steel Works, Ltd. to Report Q3, 2024 Results on Feb 06, 2024Yodogawa Steel Works, Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥110 (vs JP¥87.15 in 2Q 2023)Second quarter 2024 results: EPS: JP¥110 (up from JP¥87.15 in 2Q 2023). Revenue: JP¥50.2b (down 18% from 2Q 2023). Net income: JP¥3.17b (up 26% from 2Q 2023). Profit margin: 6.3% (up from 4.1% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 22% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (3.2%).
Buying Opportunity • Sep 20Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥4,826, 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 grown by 29%.
お知らせ • Sep 03Yodogawa Steel Works, Ltd. to Report Q2, 2024 Results on Nov 06, 2023Yodogawa Steel Works, Ltd. announced that they will report Q2, 2024 results on Nov 06, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥69.86 (vs JP¥116 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.86 (down from JP¥116 in 1Q 2023). Revenue: JP¥51.1b (down 11% from 1Q 2023). Net income: JP¥2.02b (down 40% from 1Q 2023). Profit margin: 4.0% (down from 5.8% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 24Full year 2023 earnings released: EPS: JP¥367 (vs JP¥340 in FY 2022)Full year 2023 results: EPS: JP¥367 (up from JP¥340 in FY 2022). Revenue: JP¥220.3b (up 9.3% from FY 2022). Net income: JP¥10.6b (up 8.2% from FY 2022). Profit margin: 4.8% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% 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 03Yodogawa Steel Works, Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yodogawa Steel Works, Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
お知らせ • May 13Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2023Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥367 (vs JP¥340 in FY 2022)Full year 2023 results: EPS: JP¥367 (up from JP¥340 in FY 2022). Revenue: JP¥220.3b (up 9.3% from FY 2022). Net income: JP¥10.6b (up 8.2% from FY 2022). Profit margin: 4.8% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥62.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (4.6%).
Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥90.74 (vs JP¥123 in 3Q 2022)Third quarter 2023 results: EPS: JP¥90.74 (down from JP¥123 in 3Q 2022). Revenue: JP¥53.0b (up 2.5% from 3Q 2022). Net income: JP¥2.62b (down 26% from 3Q 2022). Profit margin: 4.9% (down from 6.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% 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 • Dec 04Yodogawa Steel Works, Ltd. to Report Q3, 2023 Results on Feb 06, 2023Yodogawa Steel Works, Ltd. announced that they will report Q3, 2023 results on Feb 06, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥87.15 (vs JP¥57.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥87.15 (up from JP¥57.27 in 2Q 2022). Revenue: JP¥60.9b (up 22% from 2Q 2022). Net income: JP¥2.52b (up 52% from 2Q 2022). Profit margin: 4.1% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 5 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Audit & Supervisory Board Member Shiro Morioka is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Sadato Kobayashi was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥87.15 (vs JP¥57.27 in 2Q 2022)Second quarter 2023 results: EPS: JP¥87.15 (up from JP¥57.27 in 2Q 2022). Revenue: JP¥60.9b (up 22% from 2Q 2022). Net income: JP¥2.52b (up 52% from 2Q 2022). Profit margin: 4.1% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (5.4%).
お知らせ • Aug 31Yodogawa Steel Works, Ltd. to Report Q2, 2023 Results on Nov 04, 2022Yodogawa Steel Works, Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥116 (vs JP¥85.46 in 1Q 2022)First quarter 2023 results: EPS: JP¥116 (up from JP¥85.46 in 1Q 2022). Revenue: JP¥57.6b (up 31% from 1Q 2022). Net income: JP¥3.34b (up 36% from 1Q 2022). Profit margin: 5.8% (up from 5.6% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥201.7b (up 34% from FY 2021). Net income: JP¥9.79b (up 56% from FY 2021). Profit margin: 4.9% (up from 4.2% in FY 2021). The increase in margin was driven by higher revenue.
お知らせ • Jun 03Yodogawa Steel Works, Ltd. to Report Q1, 2023 Results on Aug 04, 2022Yodogawa Steel Works, Ltd. announced that they will report Q1, 2023 results on Aug 04, 2022
お知らせ • May 12Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2022Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥340 (vs JP¥216 in FY 2021)Full year 2022 results: EPS: JP¥340 (up from JP¥216 in FY 2021). Revenue: JP¥201.7b (up 34% from FY 2021). Net income: JP¥9.79b (up 56% from FY 2021). Profit margin: 4.9% (up from 4.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 4 experienced directors. No highly experienced directors. Audit & Supervisory Board Member Shiro Morioka is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 08Yodogawa Steel Works, Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (4.8%).
Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥123 (up from JP¥59.03 in 3Q 2021). Revenue: JP¥51.8b (up 35% from 3Q 2021). Net income: JP¥3.56b (up 109% from 3Q 2021). Profit margin: 6.9% (up from 4.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. 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 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥57.27 (vs JP¥37.35 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥49.8b (up 46% from 2Q 2021). Net income: JP¥1.65b (up 52% from 2Q 2021). Profit margin: 3.3% (up from 3.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (2.8%).
Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥85.45 (vs JP¥62.30 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥44.0b (up 25% from 1Q 2021). Net income: JP¥2.46b (up 35% from 1Q 2021). Profit margin: 5.6% (up from 5.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.
Reported Earnings • Jun 26Full year 2021 earnings released: EPS JP¥216 (vs JP¥131 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¥150.4b (down 2.4% from FY 2020). Net income: JP¥6.26b (up 62% from FY 2020). Profit margin: 4.2% (up from 2.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 7% per year.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥216 (vs JP¥131 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¥150.4b (down 2.4% from FY 2020). Net income: JP¥6.26b (up 62% from FY 2020). Profit margin: 4.2% (up from 2.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 9% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.5%).
お知らせ • Mar 04Yodogawa Steel Works, Ltd. to Report Fiscal Year 2021 Results on May 11, 2021Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2021 results on May 11, 2021
Is New 90 Day High Low • Mar 04New 90-day high: JP¥2,380The company is up 18% from its price of JP¥2,012 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 20% over the same period.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥59.02 (vs JP¥45.60 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥38.4b (down 1.1% from 3Q 2020). Net income: JP¥1.70b (up 27% from 3Q 2020). Profit margin: 4.4% (up from 3.5% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 05New 90-day high: JP¥2,257The company is up 13% from its price of JP¥1,994 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 21% over the same period.
Is New 90 Day High Low • Jan 12New 90-day high: JP¥2,189The company is up 16% from its price of JP¥1,888 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 27% over the same period.
お知らせ • Dec 05Yodogawa Steel Works, Ltd. to Report Q3, 2021 Results on Feb 04, 2021Yodogawa Steel Works, Ltd. announced that they will report Q3, 2021 results on Feb 04, 2021
お知らせ • Sep 06Yodogawa Steel Works, Ltd. to Report Q2, 2021 Results on Nov 04, 2020Yodogawa Steel Works, Ltd. announced that they will report Q2, 2021 results on Nov 04, 2020
