View ValuationDaido Steel 将来の成長Future 基準チェック /16Daido Steel利益と収益がそれぞれ年間4.1%と2.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.2% 4.1%なると予測されています。主要情報4.1%収益成長率4.11%EPS成長率Metals and Mining 収益成長11.7%収益成長率2.4%将来の株主資本利益率7.15%アナリストカバレッジLow最終更新日28 Jul 2026今後の成長に関する最新情報Price Target Changed • Jun 19Price target increased by 25% to JP¥1,936Up from JP¥1,552, the current price target is an average from 5 analysts. New target price is 26% below last closing price of JP¥2,624. Stock is up 169% over the past year. The company is forecast to post earnings per share of JP¥149 for next year compared to JP¥162 last year.分析記事 • Feb 01Daido Steel Co., Ltd. (TSE:5471) Just Reported And Analysts Have Been Lifting Their Price TargetsLast week, you might have seen that Daido Steel Co., Ltd. ( TSE:5471 ) released its quarterly result to the market. The...Price Target Changed • Nov 28Price target increased by 11% to JP¥1,343Up from JP¥1,213, the current price target is an average from 4 analysts. New target price is 15% below last closing price of JP¥1,587. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥135 last year.Price Target Changed • Sep 01Price target increased by 13% to JP¥1,213Up from JP¥1,075, the current price target is an average from 4 analysts. New target price is 6.0% below last closing price of JP¥1,290. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥114 for next year compared to JP¥135 last year.Major Estimate Revision • Jul 10Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥586.1b to JP¥578.4b. EPS estimate also fell from JP¥121 per share to JP¥106 per share. Net income forecast to shrink 19% next year vs 3.4% decline forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥1,116 to JP¥1,075. Share price was steady at JP¥995 over the past week.Major Estimate Revision • Jun 25Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥143 to JP¥121. Revenue forecast unchanged from JP¥586.1b at last update. Net income forecast to shrink 11% next year vs 0.1% growth forecast for Metals and Mining industry in Japan . Consensus price target down from JP¥1,351 to JP¥1,116. Share price fell 3.5% to JP¥974 over the past week.すべての更新を表示Recent updatesReported Earnings • 23hFirst quarter 2027 earnings released: EPS: JP¥45.34 (vs JP¥31.17 in 1Q 2026)First quarter 2027 results: EPS: JP¥45.34 (up from JP¥31.17 in 1Q 2026). Revenue: JP¥163.5b (up 15% from 1Q 2026). Net income: JP¥9.06b (up 41% from 1Q 2026). Profit margin: 5.5% (up from 4.5% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 25Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 09We Think You Should Be Aware Of Some Concerning Factors In Daido Steel's (TSE:5471) EarningsThe recent earnings posted by Daido Steel Co., Ltd. ( TSE:5471 ) were solid, but the stock didn't move as much as we...お知らせ • Jun 30Daido Steel Co., Ltd. (TSE:5471) completed the acquisition of additional 23.60% stake in Tohoku Steel Co., Ltd. (TSE:5484) for approximately ¥7.8 billion.Daido Steel Co., Ltd. (TSE:5471) agreed to acquire additional 26.05% stake in Tohoku Steel Co., Ltd. (TSE:5484) for approximately ¥9 billion on May 15, 2026. As part of consideration ¥8.69 billion is being paid based on ¥4491 per share by Daido Steel Co., Ltd. towards the common equity of Tohoku Steel Co., Ltd. Upon completion Daido Steel Co., Ltd. will own 60.37% stake in Tohoku Steel Co., Ltd. The expected completion of the transaction is May 18, 2026 to June 29, 2026. Daido Steel Co., Ltd. (TSE:5471) completed the acquisition of additional 23.60% stake in Tohoku Steel Co., Ltd. (TSE:5484) for approximately ¥7.8 billion on June 29, 2026.New Risk • Jun 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% 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 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 (7.0% average weekly change).Price Target Changed • Jun 19Price target increased by 25% to JP¥1,936Up from JP¥1,552, the current price target is an average from 5 analysts. New target price is 26% below last closing price of JP¥2,624. Stock is up 169% over the past year. The company is forecast to post earnings per share of JP¥149 for next year compared to JP¥162 last year.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,460, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Metals and Mining industry in Japan. Total returns to shareholders of 143% over the past three years.お知らせ • May 22Daido Steel Co., Ltd. to Report Q1, 2027 Results on Jul 28, 2026Daido Steel Co., Ltd. announced that they will report Q1, 2027 results on Jul 28, 2026Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥162 (up from JP¥135 in FY 2025). Revenue: JP¥578.1b (flat on FY 2025). Net income: JP¥32.6b (up 15% from FY 2025). Profit margin: 5.6% (up from 4.9% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 28%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • May 15+ 1 more updateDaido Steel Co., Ltd., Annual General Meeting, Jun 25, 2026Daido Steel Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 09Daido Steel Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Daido Steel Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.5%).Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,955, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Metals and Mining industry in Japan. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,118 per share.New Risk • Mar 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 5.6% 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 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 (5.6% average weekly change).分析記事 • Feb 01Daido Steel Co., Ltd. (TSE:5471) Just Reported And Analysts Have Been Lifting Their Price TargetsLast week, you might have seen that Daido Steel Co., Ltd. ( TSE:5471 ) released its quarterly result to the market. The...Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥44.18 (vs JP¥52.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥44.18 (down from JP¥52.59 in 3Q 2025). Revenue: JP¥145.7b (down 3.2% from 3Q 2025). Net income: JP¥8.83b (down 20% from 3Q 2025). Profit margin: 6.1% (down from 7.3% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Metals and Mining industry in Japan. 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 27% per year, which means it is well ahead of earnings.分析記事 • Jan 13Daido Steel Co., Ltd.'s (TSE:5471) Shares Climb 25% But Its Business Is Yet to Catch UpDaido Steel Co., Ltd. ( TSE:5471 ) shares have continued their recent momentum with a 25% gain in the last month alone...Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,878, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Metals and Mining industry in Japan. Total returns to shareholders of 131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,016 per share.Declared Dividend • Dec 06First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 29Daido Steel Co., Ltd. to Report Q3, 2026 Results on Jan 29, 2026Daido Steel Co., Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026Price Target Changed • Nov 28Price target increased by 11% to JP¥1,343Up from JP¥1,213, the current price target is an average from 4 analysts. New target price is 15% below last closing price of JP¥1,587. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥135 last year.Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥32.47 (vs JP¥25.22 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.47 (up from JP¥25.22 in 2Q 2025). Revenue: JP¥142.1b (flat on 2Q 2025). Net income: JP¥6.52b (up 21% from 2Q 2025). Profit margin: 4.6% (up from 3.8% in 2Q 2025). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Metals and Mining industry in Japan. 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 21% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Oct 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to JP¥1,400. The fair value is estimated to be JP¥1,120, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.分析記事 • Oct 21Returns On Capital Are Showing Encouraging Signs At Daido Steel (TSE:5471)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 35% and the cash payout ratio is 79%. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.2%).Price Target Changed • Sep 01Price target increased by 13% to JP¥1,213Up from JP¥1,075, the current price target is an average from 4 analysts. New target price is 6.0% below last closing price of JP¥1,290. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥114 for next year compared to JP¥135 last year.分析記事 • Aug 19Daido Steel Co., Ltd. (TSE:5471) Held Back By Insufficient Growth Even After Shares Climb 25%TSE:5471 1 Year Share Price vs Fair Value Explore Daido Steel's Fair Values from the Community and select yours Daido...お知らせ • Aug 14Daido Steel Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Daido Steel Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025Reported Earnings • Jul 30First quarter 2026 earnings released: EPS: JP¥31.17 (vs JP¥31.79 in 1Q 2025)First quarter 2026 results: EPS: JP¥31.17 (down from JP¥31.79 in 1Q 2025). Revenue: JP¥142.4b (flat on 1Q 2025). Net income: JP¥6.42b (down 5.3% from 1Q 2025). Profit margin: 4.5% (down from 4.8% in 1Q 2025). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Jul 29Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to JP¥1,183. The fair value is estimated to be JP¥934, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 2.5%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 3.4% per annum over the same time period.お知らせ • Jul 28Daido Steel Co., Ltd. (TSE:5471) announces an Equity Buyback for 6,500,000 shares, representing 3.15% for ¥7,104.5 million.Daido Steel Co., Ltd. (TSE:5471) announces a share repurchase program. Under the program, the company will repurchase up to 6,500,000 shares, representing 3.15% of its issued share capital, for ¥ 7,104.5 million. The shares will be repurchased at ¥1,093 per share. The purpose of the program is to enhance capital efficiency and respond to changes in the business environment, as well as expanding shareholder returns. As of June 30, 2025, there are 206,281,450 outstanding shares (excluding treasury stock) and 10,962,395 treasury shares.分析記事 • Jul 23A Look At The Fair Value Of Daido Steel Co., Ltd. (TSE:5471)Key Insights The projected fair value for Daido Steel is JP¥920 based on 2 Stage Free Cash Flow to Equity With JP¥1,050...Declared Dividend • Jul 20Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Jul 10Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥586.1b to JP¥578.4b. EPS estimate also fell from JP¥121 per share to JP¥106 per share. Net income forecast to shrink 19% next year vs 3.4% decline forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥1,116 to JP¥1,075. Share price was steady at JP¥995 over the past week.Buy Or Sell Opportunity • Jul 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to JP¥971. The fair value is estimated to be JP¥1,247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 2.5%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.Reported Earnings • Jun 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥135 (down from JP¥143 in FY 2024). Revenue: JP¥574.9b (flat on FY 2024). Net income: JP¥28.3b (down 7.3% from FY 2024). Profit margin: 4.9% (down from 5.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Major Estimate Revision • Jun 25Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥143 to JP¥121. Revenue forecast unchanged from JP¥586.1b at last update. Net income forecast to shrink 11% next year vs 0.1% growth forecast for Metals and Mining industry in Japan . Consensus price target down from JP¥1,351 to JP¥1,116. Share price fell 3.5% to JP¥974 over the past week.Price Target Changed • Jun 25Price target decreased by 17% to JP¥1,116Down from JP¥1,351, the current price target is an average from 4 analysts. New target price is 15% above last closing price of JP¥974. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥121 for next year compared to JP¥135 last year.お知らせ • May 29Daido Steel Co., Ltd. to Report Q1, 2026 Results on Jul 28, 2025Daido Steel Co., Ltd. announced that they will report Q1, 2026 results on Jul 28, 2025Reported Earnings • May 09Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥135 (down from JP¥143 in FY 2024). Revenue: JP¥574.9b (flat on FY 2024). Net income: JP¥28.3b (down 7.3% from FY 2024). Profit margin: 4.9% (down from 5.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • May 08Daido Steel Co., Ltd., Annual General Meeting, Jun 25, 2025Daido Steel Co., Ltd., Annual General Meeting, Jun 25, 2025.分析記事 • Apr 28Returns On Capital At Daido Steel (TSE:5471) Have StalledTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...分析記事 • Apr 07Take Care Before Jumping Onto Daido Steel Co., Ltd. (TSE:5471) Even Though It's 27% CheaperThe Daido Steel Co., Ltd. ( TSE:5471 ) share price has fared very poorly over the last month, falling by a substantial...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,048, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,966 per share.Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.1%).お知らせ • Feb 28Daido Steel Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Daido Steel Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥52.59 (vs JP¥43.51 in 3Q 2024)Third quarter 2025 results: EPS: JP¥52.59 (up from JP¥43.51 in 3Q 2024). Revenue: JP¥150.5b (flat on 3Q 2024). Net income: JP¥11.0b (up 19% from 3Q 2024). Profit margin: 7.3% (up from 6.2% in 3Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Dec 06First half dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.1%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but not covered by cash flows (143% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 29Daido Steel Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Daido Steel Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025お知らせ • Nov 27Daido Steel Co., Ltd. (TSE:5471) announces an Equity Buyback for 7,500,000 shares, representing 3.51% for ¥8,613.75 million.Daido Steel Co., Ltd. (TSE:5471) announces a share repurchase program. Under the program, the company will repurchase up to 7,500,000 shares, representing 3.51% of its issued share capital, for ¥ 8,613.75 million. The shares will be repurchased at ¥ 1,148.5 per share. The purpose of the program is to enhance capital efficiency and respond to changes in the business environment, as well as expanding shareholder returns. As of September 30, 2024, there are 213,681,295 outstanding shares (excluding treasury stock) and 3,562,550 treasury shares.分析記事 • Nov 26Daido Steel's (TSE:5471) Shareholders May Want To Dig Deeper Than Statutory ProfitDaido Steel Co., Ltd.'s ( TSE:5471 ) stock didn't jump after it announced some healthy earnings. We think that...分析記事 • Nov 26Is Now The Time To Put Daido Steel (TSE:5471) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • Nov 06Price target decreased by 7.9% to JP¥1,554Down from JP¥1,688, the current price target is an average from 4 analysts. New target price is 31% above last closing price of JP¥1,182. Stock is down 1.4% over the past year. The company is forecast to post earnings per share of JP¥155 for next year compared to JP¥143 last year.Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥25.22 (vs JP¥24.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥25.22 (up from JP¥24.16 in 2Q 2024). Revenue: JP¥141.3b (down 3.6% from 2Q 2024). Net income: JP¥5.38b (up 4.4% from 2Q 2024). Profit margin: 3.8% (up from 3.5% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year.分析記事 • Oct 22Earnings Working Against Daido Steel Co., Ltd.'s (TSE:5471) Share PriceDaido Steel Co., Ltd.'s ( TSE:5471 ) price-to-earnings (or "P/E") ratio of 9.2x might make it look like a buy right now...Upcoming Dividend • Sep 20Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (4.3%).分析記事 • Aug 19Returns On Capital At Daido Steel (TSE:5471) Have Hit The BrakesIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...お知らせ • Aug 17Daido Steel Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024Daido Steel Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024New Risk • Aug 05New 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. 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 (6.2% average weekly change).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,122, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 25% over the past three years.Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥31.79 (vs JP¥29.63 in 1Q 2024)First quarter 2025 results: EPS: JP¥31.79 (up from JP¥29.63 in 1Q 2024). Revenue: JP¥142.1b (flat on 1Q 2024). Net income: JP¥6.78b (up 7.3% from 1Q 2024). Profit margin: 4.8% (up from 4.4% in 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Metals and Mining 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 14% per year.分析記事 • Jul 15An Intrinsic Calculation For Daido Steel Co., Ltd. (TSE:5471) Suggests It's 33% UndervaluedKey Insights Daido Steel's estimated fair value is JP¥2,184 based on 2 Stage Free Cash Flow to Equity Daido Steel's...Declared Dividend • Jul 11Final dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 3.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 27Is Daido Steel (TSE:5471) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jun 26+ 1 more updateDaido Steel Co., Ltd. Provides Dividend Guidance for the Full Year Ending March 31, 2025Daido Steel Co., Ltd. provided dividend guidance for the Full Year ending March 31, 2025. For fiscal year, the company expects dividend to be JPY 26.00 per share compared to JPY 26.00 per share a year ago.お知らせ • Jun 02Daido Steel Co., Ltd. to Report Q1, 2025 Results on Jul 29, 2024Daido Steel Co., Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024分析記事 • May 21Solid Earnings May Not Tell The Whole Story For Daido Steel (TSE:5471)Daido Steel Co., Ltd.'s ( TSE:5471 ) stock didn't jump after it announced some healthy earnings. Our analysis showed...Reported Earnings • May 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥233 (up from JP¥171 in FY 2023). Revenue: JP¥581.3b (flat on FY 2023). Net income: JP¥49.8b (up 37% from FY 2023). Profit margin: 8.6% (up from 6.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 56%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Daido Steel Co., Ltd., Annual General Meeting, Jun 26, 2024Daido Steel Co., Ltd., Annual General Meeting, Jun 26, 2024.分析記事 • Apr 23Daido Steel (TSE:5471) Hasn't Managed To Accelerate Its ReturnsIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Apr 08Daido Steel Co., Ltd.'s (TSE:5471) Business And Shares Still Trailing The MarketWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Daido...お知らせ • Mar 28Daido Steel Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Daido Steel Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (3.5%).分析記事 • Feb 29Estimating The Intrinsic Value Of Daido Steel Co., Ltd. (TSE:5471)Key Insights Daido Steel's estimated fair value is JP¥1,753 based on 2 Stage Free Cash Flow to Equity Daido Steel's...Price Target Changed • Feb 16Price target increased by 9.6% to JP¥1,602Up from JP¥1,462, the current price target is an average from 5 analysts. New target price is 6.9% below last closing price of JP¥1,721. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥150 for next year compared to JP¥171 last year.お知らせ • Feb 02+ 1 more updateDaido Steel Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Daido Steel Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expected to pay dividend of JPY 26.00 per share as compared to paid dividend of JPY 130.00 per share a year ago. A 5-for-1 common stock split for ordinary shares of the company was conducted with an effective date of January 1, 2024. Based on the number of shares prior to the stock split, the (forecast) year-end dividend for the fiscal year March 31,2024 is ¥130.00 for a full-year dividend of ¥230.00 per share.Reported Earnings • Feb 02Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: JP¥149.8b (down 2.0% from 3Q 2023). Net income: JP¥9.27b (down 6.3% from 3Q 2023). Profit margin: 6.2% (down from 6.5% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% 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 • Dec 01Daido Steel Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Daido Steel Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Price Target Changed • Nov 21Price target increased by 8.5% to JP¥6,860Up from JP¥6,320, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥6,616. Stock is up 51% over the past year. The company is forecast to post earnings per share of JP¥728 for next year compared to JP¥855 last year.Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥121 (vs JP¥198 in 2Q 2023)Second quarter 2024 results: EPS: JP¥121 (down from JP¥198 in 2Q 2023). Revenue: JP¥146.7b (up 1.7% from 2Q 2023). Net income: JP¥5.15b (down 39% from 2Q 2023). Profit margin: 3.5% (down from 5.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be JP¥7,376, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 1.8% per annum over the same time period.Buying Opportunity • Oct 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be JP¥7,105, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 1.8% per annum over the same time period.お知らせ • Sep 28Daido Steel Co., Ltd. to Report Q2, 2024 Results on Oct 30, 2023Daido Steel Co., Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥100.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (3.2%).Buying Opportunity • Aug 09Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥7,275, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings is also forecast to grow by 2.3% per annum over the same time period.Price Target Changed • Jul 31Price target increased by 10% to JP¥5,960Up from JP¥5,394, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥6,085. Stock is up 53% over the past year. The company is forecast to post earnings per share of JP¥722 for next year compared to JP¥855 last year.お知らせ • Jul 30+ 1 more updateDaido Steel Co., Ltd. Provides Dividend Guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2024Daido Steel Co., Ltd. provided dividend guidance for the second quarter-end and fiscal year ending March 31, 2024. For the quarter, the company expects dividend to be JPY 100.00 per share compared to JPY 100.00 per share a year ago.For fiscal year, the company expects dividend to be JPY 130.00 per share compared to JPY 130.00 per share a year ago.Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥148 (vs JP¥231 in 1Q 2023)First quarter 2024 results: EPS: JP¥148 (down from JP¥231 in 1Q 2023). Revenue: JP¥141.9b (up 3.1% from 1Q 2023). Net income: JP¥6.32b (down 36% from 1Q 2023). Profit margin: 4.4% (down from 7.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jun 15Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥7,148, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 73%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 0.5% per annum over the same time period.お知らせ • May 28Daido Steel Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023Daido Steel Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥855 (up from JP¥631 in FY 2022). Revenue: JP¥578.6b (up 9.2% from FY 2022). Net income: JP¥36.4b (up 36% from FY 2022). Profit margin: 6.3% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 21Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥6,654, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 59%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is also forecast to grow by 1.0% per annum over the same time period.Price Target Changed • Apr 04Price target increased by 11% to JP¥5,134Up from JP¥4,644, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥5,190. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥752 for next year compared to JP¥631 last year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 13% 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%).業績と収益の成長予測TSE:5471 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029666,30037,74313,700N/A43/31/2028650,75036,4806,850N/A43/31/2027632,22532,688-30,150N/A46/30/2026599,30735,250N/AN/AN/A3/31/2026578,12932,60513,54166,096N/A12/31/2025571,21426,911N/AN/AN/A9/30/2025576,00529,09924,38071,215N/A6/30/2025575,20327,954N/AN/AN/A3/31/2025574,94528,31411,87053,516N/A12/31/2024573,75624,996N/AN/AN/A9/30/2024573,40931,2426,77646,288N/A6/30/2024578,72031,016N/AN/AN/A3/31/2024578,56430,55517,88450,239N/A12/31/2023582,20128,990N/AN/AN/A9/30/2023585,30129,60929,96354,405N/A6/30/2023582,82032,896N/AN/AN/A3/31/2023578,56436,4381,18422,634N/A12/31/2022573,89432,877N/AN/AN/A9/30/2022556,30032,348-34,909-15,162N/A6/30/2022536,11029,123N/AN/AN/A3/31/2022529,66726,894-35,750-16,684N/A12/31/2021516,09425,096N/AN/AN/A9/30/2021488,45619,674-21,0201,269N/A6/30/2021455,17213,697N/AN/AN/A3/31/2021412,7224,5165,94733,766N/A12/31/2020403,988-3,542N/AN/AN/A9/30/2020417,435-2,58816,37149,320N/A6/30/2020451,489-54N/AN/AN/A3/31/2020490,42110,987N/A41,033N/A12/31/2019505,39320,594N/AN/AN/A9/30/2019526,08821,680N/A32,713N/A6/30/2019535,54525,010N/AN/AN/A3/31/2019543,25521,182N/A28,114N/A12/31/2018545,79522,354N/AN/AN/A9/30/2018533,74322,789N/A24,829N/A6/30/2018521,51723,794N/AN/AN/A3/31/2018505,21923,920N/A31,043N/A12/31/2017492,43223,804N/AN/AN/A9/30/2017473,23122,913N/A27,165N/A6/30/2017458,09919,844N/AN/AN/A3/31/2017445,12216,386N/A28,390N/A12/31/2016438,16011,070N/AN/AN/A9/30/2016439,75510,072N/A48,422N/A6/30/2016450,0287,286N/AN/AN/A3/31/2016460,5776,746N/A45,731N/A12/31/2015468,3018,149N/AN/AN/A9/30/2015478,5488,807N/A29,868N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 5471の予測収益成長率 (年間4.1% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 5471の収益 ( 4.1% ) JP市場 ( 9.8% ) よりも低い成長が予測されています。高成長収益: 5471の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 5471の収益 ( 2.4% ) JP市場 ( 6.1% ) よりも低い成長が予測されています。高い収益成長: 5471の収益 ( 2.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 5471の 自己資本利益率 は、3年後には低くなると予測されています ( 7.2 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/30 07:41終値2026/07/30 00:00収益2026/06/30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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Daido Steel Co., Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Takashi EnomotoBofA Global ResearchMinami MunakataCitigroup IncShinichiro OzakiDaiwa Securities Co. Ltd.12 その他のアナリストを表示
Price Target Changed • Jun 19Price target increased by 25% to JP¥1,936Up from JP¥1,552, the current price target is an average from 5 analysts. New target price is 26% below last closing price of JP¥2,624. Stock is up 169% over the past year. The company is forecast to post earnings per share of JP¥149 for next year compared to JP¥162 last year.
分析記事 • Feb 01Daido Steel Co., Ltd. (TSE:5471) Just Reported And Analysts Have Been Lifting Their Price TargetsLast week, you might have seen that Daido Steel Co., Ltd. ( TSE:5471 ) released its quarterly result to the market. The...
Price Target Changed • Nov 28Price target increased by 11% to JP¥1,343Up from JP¥1,213, the current price target is an average from 4 analysts. New target price is 15% below last closing price of JP¥1,587. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥135 last year.
Price Target Changed • Sep 01Price target increased by 13% to JP¥1,213Up from JP¥1,075, the current price target is an average from 4 analysts. New target price is 6.0% below last closing price of JP¥1,290. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥114 for next year compared to JP¥135 last year.
Major Estimate Revision • Jul 10Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥586.1b to JP¥578.4b. EPS estimate also fell from JP¥121 per share to JP¥106 per share. Net income forecast to shrink 19% next year vs 3.4% decline forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥1,116 to JP¥1,075. Share price was steady at JP¥995 over the past week.
Major Estimate Revision • Jun 25Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥143 to JP¥121. Revenue forecast unchanged from JP¥586.1b at last update. Net income forecast to shrink 11% next year vs 0.1% growth forecast for Metals and Mining industry in Japan . Consensus price target down from JP¥1,351 to JP¥1,116. Share price fell 3.5% to JP¥974 over the past week.
Reported Earnings • 23hFirst quarter 2027 earnings released: EPS: JP¥45.34 (vs JP¥31.17 in 1Q 2026)First quarter 2027 results: EPS: JP¥45.34 (up from JP¥31.17 in 1Q 2026). Revenue: JP¥163.5b (up 15% from 1Q 2026). Net income: JP¥9.06b (up 41% from 1Q 2026). Profit margin: 5.5% (up from 4.5% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 25Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 09We Think You Should Be Aware Of Some Concerning Factors In Daido Steel's (TSE:5471) EarningsThe recent earnings posted by Daido Steel Co., Ltd. ( TSE:5471 ) were solid, but the stock didn't move as much as we...
お知らせ • Jun 30Daido Steel Co., Ltd. (TSE:5471) completed the acquisition of additional 23.60% stake in Tohoku Steel Co., Ltd. (TSE:5484) for approximately ¥7.8 billion.Daido Steel Co., Ltd. (TSE:5471) agreed to acquire additional 26.05% stake in Tohoku Steel Co., Ltd. (TSE:5484) for approximately ¥9 billion on May 15, 2026. As part of consideration ¥8.69 billion is being paid based on ¥4491 per share by Daido Steel Co., Ltd. towards the common equity of Tohoku Steel Co., Ltd. Upon completion Daido Steel Co., Ltd. will own 60.37% stake in Tohoku Steel Co., Ltd. The expected completion of the transaction is May 18, 2026 to June 29, 2026. Daido Steel Co., Ltd. (TSE:5471) completed the acquisition of additional 23.60% stake in Tohoku Steel Co., Ltd. (TSE:5484) for approximately ¥7.8 billion on June 29, 2026.
New Risk • Jun 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% 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 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 (7.0% average weekly change).
Price Target Changed • Jun 19Price target increased by 25% to JP¥1,936Up from JP¥1,552, the current price target is an average from 5 analysts. New target price is 26% below last closing price of JP¥2,624. Stock is up 169% over the past year. The company is forecast to post earnings per share of JP¥149 for next year compared to JP¥162 last year.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,460, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Metals and Mining industry in Japan. Total returns to shareholders of 143% over the past three years.
お知らせ • May 22Daido Steel Co., Ltd. to Report Q1, 2027 Results on Jul 28, 2026Daido Steel Co., Ltd. announced that they will report Q1, 2027 results on Jul 28, 2026
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥162 (up from JP¥135 in FY 2025). Revenue: JP¥578.1b (flat on FY 2025). Net income: JP¥32.6b (up 15% from FY 2025). Profit margin: 5.6% (up from 4.9% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 28%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • May 15+ 1 more updateDaido Steel Co., Ltd., Annual General Meeting, Jun 25, 2026Daido Steel Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09Daido Steel Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Daido Steel Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.5%).
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,955, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Metals and Mining industry in Japan. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,118 per share.
New Risk • Mar 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 5.6% 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 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 (5.6% average weekly change).
分析記事 • Feb 01Daido Steel Co., Ltd. (TSE:5471) Just Reported And Analysts Have Been Lifting Their Price TargetsLast week, you might have seen that Daido Steel Co., Ltd. ( TSE:5471 ) released its quarterly result to the market. The...
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥44.18 (vs JP¥52.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥44.18 (down from JP¥52.59 in 3Q 2025). Revenue: JP¥145.7b (down 3.2% from 3Q 2025). Net income: JP¥8.83b (down 20% from 3Q 2025). Profit margin: 6.1% (down from 7.3% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Metals and Mining industry in Japan. 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 27% per year, which means it is well ahead of earnings.
分析記事 • Jan 13Daido Steel Co., Ltd.'s (TSE:5471) Shares Climb 25% But Its Business Is Yet to Catch UpDaido Steel Co., Ltd. ( TSE:5471 ) shares have continued their recent momentum with a 25% gain in the last month alone...
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,878, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Metals and Mining industry in Japan. Total returns to shareholders of 131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,016 per share.
Declared Dividend • Dec 06First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 29Daido Steel Co., Ltd. to Report Q3, 2026 Results on Jan 29, 2026Daido Steel Co., Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026
Price Target Changed • Nov 28Price target increased by 11% to JP¥1,343Up from JP¥1,213, the current price target is an average from 4 analysts. New target price is 15% below last closing price of JP¥1,587. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥135 last year.
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥32.47 (vs JP¥25.22 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.47 (up from JP¥25.22 in 2Q 2025). Revenue: JP¥142.1b (flat on 2Q 2025). Net income: JP¥6.52b (up 21% from 2Q 2025). Profit margin: 4.6% (up from 3.8% in 2Q 2025). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Metals and Mining industry in Japan. 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 21% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Oct 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to JP¥1,400. The fair value is estimated to be JP¥1,120, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.
分析記事 • Oct 21Returns On Capital Are Showing Encouraging Signs At Daido Steel (TSE:5471)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 35% and the cash payout ratio is 79%. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.2%).
Price Target Changed • Sep 01Price target increased by 13% to JP¥1,213Up from JP¥1,075, the current price target is an average from 4 analysts. New target price is 6.0% below last closing price of JP¥1,290. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥114 for next year compared to JP¥135 last year.
分析記事 • Aug 19Daido Steel Co., Ltd. (TSE:5471) Held Back By Insufficient Growth Even After Shares Climb 25%TSE:5471 1 Year Share Price vs Fair Value Explore Daido Steel's Fair Values from the Community and select yours Daido...
お知らせ • Aug 14Daido Steel Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Daido Steel Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025
Reported Earnings • Jul 30First quarter 2026 earnings released: EPS: JP¥31.17 (vs JP¥31.79 in 1Q 2025)First quarter 2026 results: EPS: JP¥31.17 (down from JP¥31.79 in 1Q 2025). Revenue: JP¥142.4b (flat on 1Q 2025). Net income: JP¥6.42b (down 5.3% from 1Q 2025). Profit margin: 4.5% (down from 4.8% in 1Q 2025). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Jul 29Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to JP¥1,183. The fair value is estimated to be JP¥934, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 2.5%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 3.4% per annum over the same time period.
お知らせ • Jul 28Daido Steel Co., Ltd. (TSE:5471) announces an Equity Buyback for 6,500,000 shares, representing 3.15% for ¥7,104.5 million.Daido Steel Co., Ltd. (TSE:5471) announces a share repurchase program. Under the program, the company will repurchase up to 6,500,000 shares, representing 3.15% of its issued share capital, for ¥ 7,104.5 million. The shares will be repurchased at ¥1,093 per share. The purpose of the program is to enhance capital efficiency and respond to changes in the business environment, as well as expanding shareholder returns. As of June 30, 2025, there are 206,281,450 outstanding shares (excluding treasury stock) and 10,962,395 treasury shares.
分析記事 • Jul 23A Look At The Fair Value Of Daido Steel Co., Ltd. (TSE:5471)Key Insights The projected fair value for Daido Steel is JP¥920 based on 2 Stage Free Cash Flow to Equity With JP¥1,050...
Declared Dividend • Jul 20Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Jul 10Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥586.1b to JP¥578.4b. EPS estimate also fell from JP¥121 per share to JP¥106 per share. Net income forecast to shrink 19% next year vs 3.4% decline forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥1,116 to JP¥1,075. Share price was steady at JP¥995 over the past week.
Buy Or Sell Opportunity • Jul 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to JP¥971. The fair value is estimated to be JP¥1,247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 2.5%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.
Reported Earnings • Jun 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥135 (down from JP¥143 in FY 2024). Revenue: JP¥574.9b (flat on FY 2024). Net income: JP¥28.3b (down 7.3% from FY 2024). Profit margin: 4.9% (down from 5.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Major Estimate Revision • Jun 25Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥143 to JP¥121. Revenue forecast unchanged from JP¥586.1b at last update. Net income forecast to shrink 11% next year vs 0.1% growth forecast for Metals and Mining industry in Japan . Consensus price target down from JP¥1,351 to JP¥1,116. Share price fell 3.5% to JP¥974 over the past week.
Price Target Changed • Jun 25Price target decreased by 17% to JP¥1,116Down from JP¥1,351, the current price target is an average from 4 analysts. New target price is 15% above last closing price of JP¥974. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥121 for next year compared to JP¥135 last year.
お知らせ • May 29Daido Steel Co., Ltd. to Report Q1, 2026 Results on Jul 28, 2025Daido Steel Co., Ltd. announced that they will report Q1, 2026 results on Jul 28, 2025
Reported Earnings • May 09Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥135 (down from JP¥143 in FY 2024). Revenue: JP¥574.9b (flat on FY 2024). Net income: JP¥28.3b (down 7.3% from FY 2024). Profit margin: 4.9% (down from 5.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • May 08Daido Steel Co., Ltd., Annual General Meeting, Jun 25, 2025Daido Steel Co., Ltd., Annual General Meeting, Jun 25, 2025.
分析記事 • Apr 28Returns On Capital At Daido Steel (TSE:5471) Have StalledTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 • Apr 07Take Care Before Jumping Onto Daido Steel Co., Ltd. (TSE:5471) Even Though It's 27% CheaperThe Daido Steel Co., Ltd. ( TSE:5471 ) share price has fared very poorly over the last month, falling by a substantial...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,048, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,966 per share.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.1%).
お知らせ • Feb 28Daido Steel Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Daido Steel Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥52.59 (vs JP¥43.51 in 3Q 2024)Third quarter 2025 results: EPS: JP¥52.59 (up from JP¥43.51 in 3Q 2024). Revenue: JP¥150.5b (flat on 3Q 2024). Net income: JP¥11.0b (up 19% from 3Q 2024). Profit margin: 7.3% (up from 6.2% in 3Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Dec 06First half dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.1%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but not covered by cash flows (143% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 29Daido Steel Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Daido Steel Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
お知らせ • Nov 27Daido Steel Co., Ltd. (TSE:5471) announces an Equity Buyback for 7,500,000 shares, representing 3.51% for ¥8,613.75 million.Daido Steel Co., Ltd. (TSE:5471) announces a share repurchase program. Under the program, the company will repurchase up to 7,500,000 shares, representing 3.51% of its issued share capital, for ¥ 8,613.75 million. The shares will be repurchased at ¥ 1,148.5 per share. The purpose of the program is to enhance capital efficiency and respond to changes in the business environment, as well as expanding shareholder returns. As of September 30, 2024, there are 213,681,295 outstanding shares (excluding treasury stock) and 3,562,550 treasury shares.
分析記事 • Nov 26Daido Steel's (TSE:5471) Shareholders May Want To Dig Deeper Than Statutory ProfitDaido Steel Co., Ltd.'s ( TSE:5471 ) stock didn't jump after it announced some healthy earnings. We think that...
分析記事 • Nov 26Is Now The Time To Put Daido Steel (TSE:5471) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • Nov 06Price target decreased by 7.9% to JP¥1,554Down from JP¥1,688, the current price target is an average from 4 analysts. New target price is 31% above last closing price of JP¥1,182. Stock is down 1.4% over the past year. The company is forecast to post earnings per share of JP¥155 for next year compared to JP¥143 last year.
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥25.22 (vs JP¥24.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥25.22 (up from JP¥24.16 in 2Q 2024). Revenue: JP¥141.3b (down 3.6% from 2Q 2024). Net income: JP¥5.38b (up 4.4% from 2Q 2024). Profit margin: 3.8% (up from 3.5% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year.
分析記事 • Oct 22Earnings Working Against Daido Steel Co., Ltd.'s (TSE:5471) Share PriceDaido Steel Co., Ltd.'s ( TSE:5471 ) price-to-earnings (or "P/E") ratio of 9.2x might make it look like a buy right now...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (4.3%).
分析記事 • Aug 19Returns On Capital At Daido Steel (TSE:5471) Have Hit The BrakesIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
お知らせ • Aug 17Daido Steel Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024Daido Steel Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024
New Risk • Aug 05New 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. 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 (6.2% average weekly change).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,122, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 25% over the past three years.
Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥31.79 (vs JP¥29.63 in 1Q 2024)First quarter 2025 results: EPS: JP¥31.79 (up from JP¥29.63 in 1Q 2024). Revenue: JP¥142.1b (flat on 1Q 2024). Net income: JP¥6.78b (up 7.3% from 1Q 2024). Profit margin: 4.8% (up from 4.4% in 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Metals and Mining 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 14% per year.
分析記事 • Jul 15An Intrinsic Calculation For Daido Steel Co., Ltd. (TSE:5471) Suggests It's 33% UndervaluedKey Insights Daido Steel's estimated fair value is JP¥2,184 based on 2 Stage Free Cash Flow to Equity Daido Steel's...
Declared Dividend • Jul 11Final dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 3.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 27Is Daido Steel (TSE:5471) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jun 26+ 1 more updateDaido Steel Co., Ltd. Provides Dividend Guidance for the Full Year Ending March 31, 2025Daido Steel Co., Ltd. provided dividend guidance for the Full Year ending March 31, 2025. For fiscal year, the company expects dividend to be JPY 26.00 per share compared to JPY 26.00 per share a year ago.
お知らせ • Jun 02Daido Steel Co., Ltd. to Report Q1, 2025 Results on Jul 29, 2024Daido Steel Co., Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024
分析記事 • May 21Solid Earnings May Not Tell The Whole Story For Daido Steel (TSE:5471)Daido Steel Co., Ltd.'s ( TSE:5471 ) stock didn't jump after it announced some healthy earnings. Our analysis showed...
Reported Earnings • May 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥233 (up from JP¥171 in FY 2023). Revenue: JP¥581.3b (flat on FY 2023). Net income: JP¥49.8b (up 37% from FY 2023). Profit margin: 8.6% (up from 6.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 56%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Daido Steel Co., Ltd., Annual General Meeting, Jun 26, 2024Daido Steel Co., Ltd., Annual General Meeting, Jun 26, 2024.
分析記事 • Apr 23Daido Steel (TSE:5471) Hasn't Managed To Accelerate Its ReturnsIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Apr 08Daido Steel Co., Ltd.'s (TSE:5471) Business And Shares Still Trailing The MarketWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Daido...
お知らせ • Mar 28Daido Steel Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Daido Steel Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (3.5%).
分析記事 • Feb 29Estimating The Intrinsic Value Of Daido Steel Co., Ltd. (TSE:5471)Key Insights Daido Steel's estimated fair value is JP¥1,753 based on 2 Stage Free Cash Flow to Equity Daido Steel's...
Price Target Changed • Feb 16Price target increased by 9.6% to JP¥1,602Up from JP¥1,462, the current price target is an average from 5 analysts. New target price is 6.9% below last closing price of JP¥1,721. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥150 for next year compared to JP¥171 last year.
お知らせ • Feb 02+ 1 more updateDaido Steel Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Daido Steel Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expected to pay dividend of JPY 26.00 per share as compared to paid dividend of JPY 130.00 per share a year ago. A 5-for-1 common stock split for ordinary shares of the company was conducted with an effective date of January 1, 2024. Based on the number of shares prior to the stock split, the (forecast) year-end dividend for the fiscal year March 31,2024 is ¥130.00 for a full-year dividend of ¥230.00 per share.
Reported Earnings • Feb 02Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: JP¥149.8b (down 2.0% from 3Q 2023). Net income: JP¥9.27b (down 6.3% from 3Q 2023). Profit margin: 6.2% (down from 6.5% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% 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 • Dec 01Daido Steel Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Daido Steel Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Price Target Changed • Nov 21Price target increased by 8.5% to JP¥6,860Up from JP¥6,320, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥6,616. Stock is up 51% over the past year. The company is forecast to post earnings per share of JP¥728 for next year compared to JP¥855 last year.
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥121 (vs JP¥198 in 2Q 2023)Second quarter 2024 results: EPS: JP¥121 (down from JP¥198 in 2Q 2023). Revenue: JP¥146.7b (up 1.7% from 2Q 2023). Net income: JP¥5.15b (down 39% from 2Q 2023). Profit margin: 3.5% (down from 5.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be JP¥7,376, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 1.8% per annum over the same time period.
Buying Opportunity • Oct 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be JP¥7,105, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 1.8% per annum over the same time period.
お知らせ • Sep 28Daido Steel Co., Ltd. to Report Q2, 2024 Results on Oct 30, 2023Daido Steel Co., Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥100.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (3.2%).
Buying Opportunity • Aug 09Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥7,275, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings is also forecast to grow by 2.3% per annum over the same time period.
Price Target Changed • Jul 31Price target increased by 10% to JP¥5,960Up from JP¥5,394, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥6,085. Stock is up 53% over the past year. The company is forecast to post earnings per share of JP¥722 for next year compared to JP¥855 last year.
お知らせ • Jul 30+ 1 more updateDaido Steel Co., Ltd. Provides Dividend Guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2024Daido Steel Co., Ltd. provided dividend guidance for the second quarter-end and fiscal year ending March 31, 2024. For the quarter, the company expects dividend to be JPY 100.00 per share compared to JPY 100.00 per share a year ago.For fiscal year, the company expects dividend to be JPY 130.00 per share compared to JPY 130.00 per share a year ago.
Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥148 (vs JP¥231 in 1Q 2023)First quarter 2024 results: EPS: JP¥148 (down from JP¥231 in 1Q 2023). Revenue: JP¥141.9b (up 3.1% from 1Q 2023). Net income: JP¥6.32b (down 36% from 1Q 2023). Profit margin: 4.4% (down from 7.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jun 15Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥7,148, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 73%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 0.5% per annum over the same time period.
お知らせ • May 28Daido Steel Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023Daido Steel Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥855 (up from JP¥631 in FY 2022). Revenue: JP¥578.6b (up 9.2% from FY 2022). Net income: JP¥36.4b (up 36% from FY 2022). Profit margin: 6.3% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 21Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥6,654, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 59%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is also forecast to grow by 1.0% per annum over the same time period.
Price Target Changed • Apr 04Price target increased by 11% to JP¥5,134Up from JP¥4,644, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥5,190. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥752 for next year compared to JP¥631 last year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 13% 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%).