View Future GrowthC.S. Lumber 過去の業績過去 基準チェック /16C.S. Lumberの収益は年間平均-10.4%の割合で減少していますが、 Forestry業界の収益は年間 減少しています。収益は年間5.7% 0.5%割合で 増加しています。 C.S. Lumberの自己資本利益率は6.7%であり、純利益率は3.8%です。主要情報-10.39%収益成長率-10.64%EPS成長率Forestry 業界の成長13.14%収益成長率0.50%株主資本利益率6.72%ネット・マージン3.80%次回の業績アップデート15 Jul 2026最近の業績更新お知らせ • May 10C.S. Lumber Co., Inc to Report Fiscal Year 2026 Results on Jul 15, 2026C.S. Lumber Co., Inc announced that they will report fiscal year 2026 results on Jul 15, 2026Reported Earnings • Apr 16Third quarter 2026 earnings released: EPS: JP¥38.92 (vs JP¥141 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.92 (down from JP¥141 in 3Q 2025). Revenue: JP¥4.92b (down 5.8% from 3Q 2025). Net income: JP¥72.0m (down 72% from 3Q 2025). Profit margin: 1.5% (down from 5.0% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Apr 07C.S. Lumber Co., Inc to Report Q3, 2026 Results on Apr 14, 2026C.S. Lumber Co., Inc announced that they will report Q3, 2026 results on Apr 14, 2026Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥98.39 (vs JP¥199 in 2Q 2025)Second quarter 2026 results: EPS: JP¥98.39 (down from JP¥199 in 2Q 2025). Revenue: JP¥5.32b (down 2.0% from 2Q 2025). Net income: JP¥182.0m (down 51% from 2Q 2025). Profit margin: 3.4% (down from 6.8% in 2Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Nov 05C.S. Lumber Co., Inc to Report Q2, 2026 Results on Jan 14, 2026C.S. Lumber Co., Inc announced that they will report Q2, 2026 results on Jan 14, 2026Reported Earnings • Oct 17First quarter 2026 earnings released: EPS: JP¥109 (vs JP¥107 in 1Q 2025)First quarter 2026 results: EPS: JP¥109 (up from JP¥107 in 1Q 2025). Revenue: JP¥4.78b (up 7.9% from 1Q 2025). Net income: JP¥201.0m (up 1.5% from 1Q 2025). Profit margin: 4.2% (down from 4.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesUpcoming Dividend • May 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.3%).お知らせ • May 10C.S. Lumber Co., Inc to Report Fiscal Year 2026 Results on Jul 15, 2026C.S. Lumber Co., Inc announced that they will report fiscal year 2026 results on Jul 15, 2026Reported Earnings • Apr 16Third quarter 2026 earnings released: EPS: JP¥38.92 (vs JP¥141 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.92 (down from JP¥141 in 3Q 2025). Revenue: JP¥4.92b (down 5.8% from 3Q 2025). Net income: JP¥72.0m (down 72% from 3Q 2025). Profit margin: 1.5% (down from 5.0% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Apr 07C.S. Lumber Co., Inc to Report Q3, 2026 Results on Apr 14, 2026C.S. Lumber Co., Inc announced that they will report Q3, 2026 results on Apr 14, 2026Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥98.39 (vs JP¥199 in 2Q 2025)Second quarter 2026 results: EPS: JP¥98.39 (down from JP¥199 in 2Q 2025). Revenue: JP¥5.32b (down 2.0% from 2Q 2025). Net income: JP¥182.0m (down 51% from 2Q 2025). Profit margin: 3.4% (down from 6.8% in 2Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Nov 05C.S. Lumber Co., Inc to Report Q2, 2026 Results on Jan 14, 2026C.S. Lumber Co., Inc announced that they will report Q2, 2026 results on Jan 14, 2026Reported Earnings • Oct 17First quarter 2026 earnings released: EPS: JP¥109 (vs JP¥107 in 1Q 2025)First quarter 2026 results: EPS: JP¥109 (up from JP¥107 in 1Q 2025). Revenue: JP¥4.78b (up 7.9% from 1Q 2025). Net income: JP¥201.0m (up 1.5% from 1Q 2025). Profit margin: 4.2% (down from 4.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Sep 02Full year 2025 earnings released: EPS: JP¥625 (vs JP¥776 in FY 2024)Full year 2025 results: EPS: JP¥625 (down from JP¥776 in FY 2024). Revenue: JP¥20.7b (down 2.2% from FY 2024). Net income: JP¥1.16b (down 19% from FY 2024). Profit margin: 5.6% (down from 6.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Jul 26C.S. Lumber Co., Inc to Report Q1, 2026 Results on Oct 15, 2025C.S. Lumber Co., Inc announced that they will report Q1, 2026 results on Oct 15, 2025Reported Earnings • Jul 17Full year 2025 earnings releasedFull year 2025 results: Net income: (down JP¥1.44b from profit in FY 2024).お知らせ • Jul 15C.S. Lumber Co., Inc, Annual General Meeting, Aug 28, 2025C.S. Lumber Co., Inc, Annual General Meeting, Aug 28, 2025.Upcoming Dividend • May 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.8%).お知らせ • May 01C.S. Lumber Co., Inc to Report Fiscal Year 2025 Results on Jul 15, 2025C.S. Lumber Co., Inc announced that they will report fiscal year 2025 results on Jul 15, 2025Reported Earnings • Apr 15Third quarter 2025 earnings released: EPS: JP¥141 (vs JP¥164 in 3Q 2024)Third quarter 2025 results: EPS: JP¥141 (down from JP¥164 in 3Q 2024). Revenue: JP¥5.22b (up 5.1% from 3Q 2024). Net income: JP¥261.0m (down 14% from 3Q 2024). Profit margin: 5.0% (down from 6.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.分析記事 • Apr 08C.S. Lumber Co., Inc's (TSE:7808) Share Price Is Matching Sentiment Around Its EarningsC.S. Lumber Co., Inc's ( TSE:7808 ) price-to-earnings (or "P/E") ratio of 4x might make it look like a strong buy right...お知らせ • Feb 07C.S. Lumber Co., Inc to Report Q3, 2025 Results on Apr 14, 2025C.S. Lumber Co., Inc announced that they will report Q3, 2025 results on Apr 14, 2025分析記事 • Jan 21Earnings Troubles May Signal Larger Issues for C.S. Lumber (TSE:7808) ShareholdersA lackluster earnings announcement from C.S. Lumber Co., Inc ( TSE:7808 ) last week didn't sink the stock price...New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥5.12b market cap, or US$32.4m).Buy Or Sell Opportunity • Dec 03Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥2,800. The fair value is estimated to be JP¥2,332, 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 12%.お知らせ • Nov 27C.S. Lumber Co., Inc to Report Q2, 2025 Results on Jan 14, 2025C.S. Lumber Co., Inc announced that they will report Q2, 2025 results on Jan 14, 2025Reported Earnings • Oct 18First quarter 2025 earnings released: EPS: JP¥107 (vs JP¥239 in 1Q 2024)First quarter 2025 results: EPS: JP¥107 (down from JP¥239 in 1Q 2024). Revenue: JP¥4.43b (down 17% from 1Q 2024). Net income: JP¥198.0m (down 55% from 1Q 2024). Profit margin: 4.5% (down from 8.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Sep 05Full year 2024 earnings released: EPS: JP¥776 (vs JP¥1,212 in FY 2023)Full year 2024 results: EPS: JP¥776 (down from JP¥1,212 in FY 2023). Revenue: JP¥21.1b (down 14% from FY 2023). Net income: JP¥1.44b (down 36% from FY 2023). Profit margin: 6.8% (down from 9.1% in FY 2023). The decrease in margin was driven by lower revenue. 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 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 27C.S. Lumber Co., Inc to Report Q1, 2025 Results on Oct 15, 2024C.S. Lumber Co., Inc announced that they will report Q1, 2025 results on Oct 15, 2024Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,780, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 9x in the Forestry industry in Japan. Total returns to shareholders of 60% over the past three years.Reported Earnings • Jul 18Full year 2024 earnings released: EPS: JP¥776 (vs JP¥1,212 in FY 2023)Full year 2024 results: EPS: JP¥776 (down from JP¥1,212 in FY 2023). Revenue: JP¥21.1b (down 14% from FY 2023). Net income: JP¥1.44b (down 36% from FY 2023). Profit margin: 6.8% (down from 9.1% in FY 2023). The decrease in margin was driven by lower revenue. 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 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 16C.S. Lumber Co., Inc, Annual General Meeting, Aug 29, 2024C.S. Lumber Co., Inc, Annual General Meeting, Aug 29, 2024.Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 9.4% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).お知らせ • May 03C.S. Lumber Co., Inc, Annual General Meeting, Jul 16, 2024C.S. Lumber Co., Inc, Annual General Meeting, Jul 16, 2024.Reported Earnings • Apr 16Third quarter 2024 earnings released: EPS: JP¥164 (vs JP¥297 in 3Q 2023)Third quarter 2024 results: EPS: JP¥164 (down from JP¥297 in 3Q 2023). Revenue: JP¥4.97b (down 16% from 3Q 2023). Net income: JP¥304.0m (down 45% from 3Q 2023). Profit margin: 6.1% (down from 9.3% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.お知らせ • Jan 28C.S. Lumber Co., Inc to Report Q3, 2024 Results on Apr 15, 2024C.S. Lumber Co., Inc announced that they will report Q3, 2024 results on Apr 15, 2024Reported Earnings • Jan 16Second quarter 2024 earnings released: EPS: JP¥223 (vs JP¥358 in 2Q 2023)Second quarter 2024 results: EPS: JP¥223 (down from JP¥358 in 2Q 2023). Revenue: JP¥5.52b (down 15% from 2Q 2023). Net income: JP¥413.0m (down 37% from 2Q 2023). Profit margin: 7.5% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 24% per year.お知らせ • Nov 03C.S. Lumber Co., Inc to Report Q2, 2024 Results on Jan 15, 2024C.S. Lumber Co., Inc announced that they will report Q2, 2024 results on Jan 15, 2024Reported Earnings • Oct 18First quarter 2024 earnings released: EPS: JP¥239 (vs JP¥335 in 1Q 2023)First quarter 2024 results: EPS: JP¥239 (down from JP¥335 in 1Q 2023). Revenue: JP¥5.35b (down 19% from 1Q 2023). Net income: JP¥442.0m (down 28% from 1Q 2023). Profit margin: 8.3% (down from 9.3% 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 39% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 05Full year 2023 earnings released: EPS: JP¥1,212 (vs JP¥1,508 in FY 2022)Full year 2023 results: EPS: JP¥1,212 (down from JP¥1,508 in FY 2022). Revenue: JP¥24.5b (down 2.3% from FY 2022). Net income: JP¥2.24b (down 19% from FY 2022). Profit margin: 9.1% (down from 11% in FY 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31C.S. Lumber Co., Inc to Report Q1, 2024 Results on Oct 16, 2023C.S. Lumber Co., Inc announced that they will report Q1, 2024 results on Oct 16, 2023New Risk • Jul 20New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥5.73b market cap, or US$41.1m).Reported Earnings • Jul 16Full year 2023 earnings released: EPS: JP¥1,212 (vs JP¥1,508 in FY 2022)Full year 2023 results: EPS: JP¥1,212 (down from JP¥1,508 in FY 2022). Revenue: JP¥24.5b (down 2.3% from FY 2022). Net income: JP¥2.24b (down 19% from FY 2022). Profit margin: 9.1% (down from 11% in FY 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 16C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2023C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2023.お知らせ • May 24C.S. Lumber Co., Inc to Report Fiscal Year 2023 Results on Jul 14, 2023C.S. Lumber Co., Inc announced that they will report fiscal year 2023 results on Jul 14, 2023Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 4.5% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.6%).Reported Earnings • Apr 16Third quarter 2023 earnings released: EPS: JP¥297 (vs JP¥484 in 3Q 2022)Third quarter 2023 results: EPS: JP¥297 (down from JP¥484 in 3Q 2022). Revenue: JP¥5.88b (down 12% from 3Q 2022). Net income: JP¥548.0m (down 38% from 3Q 2022). Profit margin: 9.3% (down from 13% in 3Q 2022). The decrease in margin was driven by lower revenue. 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 43% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 01C.S. Lumber Co., Inc to Report Q3, 2023 Results on Apr 14, 2023C.S. Lumber Co., Inc announced that they will report Q3, 2023 results on Apr 14, 2023Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. MD & Director Tatsuo Miwa was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Jan 17Second quarter 2023 earnings released: EPS: JP¥358 (vs JP¥396 in 2Q 2022)Second quarter 2023 results: EPS: JP¥358 (down from JP¥396 in 2Q 2022). Revenue: JP¥6.48b (down 2.3% from 2Q 2022). Net income: JP¥660.0m (down 9.0% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022).お知らせ • Dec 02C.S. Lumber Co., Inc to Report Q2, 2023 Results on Jan 16, 2023C.S. Lumber Co., Inc announced that they will report Q2, 2023 results on Jan 16, 2023Reported Earnings • Oct 18First quarter 2023 earnings released: EPS: JP¥335 (vs JP¥277 in 1Q 2022)First quarter 2023 results: EPS: JP¥335 (up from JP¥277 in 1Q 2022). Revenue: JP¥6.64b (up 32% from 1Q 2022). Net income: JP¥616.0m (up 22% from 1Q 2022). Profit margin: 9.3% (in line with 1Q 2022).Reported Earnings • Sep 04Full year 2022 earnings released: EPS: JP¥1,508 (vs JP¥489 in FY 2021)Full year 2022 results: EPS: JP¥1,508 (up from JP¥489 in FY 2021). Revenue: JP¥25.1b (up 54% from FY 2021). Net income: JP¥2.77b (up 211% from FY 2021). Profit margin: 11% (up from 5.5% 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 59% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31C.S. Lumber Co., Inc to Report Q1, 2023 Results on Oct 17, 2022C.S. Lumber Co., Inc announced that they will report Q1, 2023 results on Oct 17, 2022お知らせ • Jul 17C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2022C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2022.Reported Earnings • Jul 17Full year 2022 earnings released: EPS: JP¥1,508 (vs JP¥489 in FY 2021)Full year 2022 results: EPS: JP¥1,508 (up from JP¥489 in FY 2021). Revenue: JP¥25.1b (up 54% from FY 2021). Net income: JP¥2.77b (up 211% from FY 2021). Profit margin: 11% (up from 5.5% 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 59% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 3.8% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥3,610, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 10x in the Forestry industry in Japan. Total returns to shareholders of 238% over the past three years.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥4,250, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 10x in the Forestry industry in Japan. Total returns to shareholders of 314% over the past three years.Reported Earnings • Apr 15Third quarter 2022 earnings released: EPS: JP¥484 (vs JP¥112 in 3Q 2021)Third quarter 2022 results: EPS: JP¥484 (up from JP¥112 in 3Q 2021). Revenue: JP¥6.65b (up 66% from 3Q 2021). Net income: JP¥888.0m (up 335% from 3Q 2021). Profit margin: 13% (up from 5.1% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 44% per year.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥3,110, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 8x in the Forestry industry in Japan. Total returns to shareholders of 243% over the past three years.Reported Earnings • Jan 16Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥396 (up from JP¥141 in 2Q 2021). Revenue: JP¥6.63b (up 59% from 2Q 2021). Net income: JP¥725.0m (up 182% from 2Q 2021). Profit margin: 11% (up from 6.2% in 2Q 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 40% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improved over the past weekAfter last week's 71% share price gain to JP¥3,390, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 11x in the Forestry industry in Japan. Total returns to shareholders of 205% over the past three years.Reported Earnings • Oct 16First quarter 2022 earnings released: EPS JP¥277 (vs JP¥72.04 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.05b (up 54% from 1Q 2021). Net income: JP¥507.0m (up 287% from 1Q 2021). Profit margin: 10.0% (up from 4.0% in 1Q 2021). 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 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 06Full year 2021 earnings released: EPS JP¥489 (vs JP¥351 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.3b (up 4.5% from FY 2020). Net income: JP¥890.0m (up 40% from FY 2020). Profit margin: 5.5% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 18Full year 2021 earnings released: EPS JP¥489 (vs JP¥351 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.3b (up 4.5% from FY 2020). Net income: JP¥890.0m (up 40% from FY 2020). Profit margin: 5.5% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 28 August 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,710, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 11x in the Forestry industry in Japan. Total returns to shareholders of 9.9% over the past three years.分析記事 • May 05Slowing Rates Of Return At C.S. Lumber (TYO:7808) Leave Little Room For ExcitementDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Reported Earnings • Apr 17Third quarter 2021 earnings released: EPS JP¥112 (vs JP¥92.45 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¥4.00b (down 5.8% from 3Q 2020). Net income: JP¥204.0m (up 21% from 3Q 2020). Profit margin: 5.1% (up from 4.0% in 3Q 2020). The increase in margin was driven by lower expenses.分析記事 • Mar 24Is C.S. Lumber (TYO:7808) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 03With EPS Growth And More, C.S. Lumber (TYO:7808) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Is New 90 Day High Low • Feb 25New 90-day high: JP¥1,752The company is up 17% from its price of JP¥1,496 on 27 November 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 25% over the same period.分析記事 • Feb 10You Have To Love C.S. Lumber Co., Inc's (TYO:7808) DividendCould C.S. Lumber Co., Inc ( TYO:7808 ) be an attractive dividend share to own for the long haul? Investors are often...お知らせ • Feb 04C.S. Lumber Co., Inc to Report Q3, 2021 Results on Apr 14, 2021C.S. Lumber Co., Inc announced that they will report Q3, 2021 results on Apr 14, 2021分析記事 • Jan 20Returns On Capital At C.S. Lumber (TYO:7808) Paint An Interesting PictureIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Is New 90 Day High Low • Jan 18New 90-day high: JP¥1,724The company is up 13% from its price of JP¥1,523 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 24% over the same period.Reported Earnings • Jan 15Second quarter 2021 earnings released: EPS JP¥141The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥4.16b (down 2.1% from 2Q 2020). Net income: JP¥257.0m (up 53% from 2Q 2020). Profit margin: 6.2% (up from 4.0% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.分析記事 • Dec 30Is C.S. Lumber Co., Inc's (TYO:7808) ROE Of 20% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...分析記事 • Dec 08We Think C.S. Lumber (TYO:7808) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 17Here's Why We Think C.S. Lumber (TYO:7808) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of...Reported Earnings • Oct 16First quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥681.0m, up 19% from the prior year. Total revenue was JP¥15.4b over the last 12 months, down 5.5% from the prior year.収支内訳C.S. Lumber の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:7808 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費28 Feb 2620,6157842,669030 Nov 2520,9179732,617031 Aug 2521,0231,1602,588031 May 2520,6731,1572,558028 Feb 2520,3731,1042,557030 Nov 2420,1181,1472,556031 Aug 2420,2111,1912,540031 May 2421,1321,4352,526029 Feb 2421,3841,5702,506030 Nov 2322,2971,8142,490031 Aug 2323,2562,0612,450031 May 2324,5472,2352,557028 Feb 2325,7942,4702,518030 Nov 2226,5662,8102,532031 Aug 2226,7182,8752,525031 May 2225,1262,7662,394028 Feb 2223,1572,4182,384030 Nov 2120,5071,7342,317031 Aug 2118,0361,2662,293031 May 2116,2698902,241028 Feb 2115,6867602,229030 Nov 2015,5257292,231031 Aug 2015,3776812,198031 May 2015,5656382,209031 May 1916,5185522,111028 Feb 1915,7664482,083030 Nov 1815,0493622,071031 Aug 1814,4342802,052030 Nov 1714,7023391,986030 Nov 1613,6353161,855030 Nov 1512,5312351,6320質の高い収益: 7808は 高品質の収益 を持っています。利益率の向上: 7808の現在の純利益率 (3.8%)は、昨年(5.4%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 7808の収益は過去 5 年間で年間10.4%減少しました。成長の加速: 7808は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 7808は過去 1 年間で収益成長率がマイナス ( -29% ) となったため、 Forestry業界平均 ( 20.7% ) と比較することが困難です。株主資本利益率高いROE: 7808の 自己資本利益率 ( 6.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 11:30終値2026/05/22 00:00収益2026/02/28年間収益2025/05/31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C.S. Lumber Co., Inc 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。1 アナリスト機関Atsushi OhmachiThe Stock Research Center
お知らせ • May 10C.S. Lumber Co., Inc to Report Fiscal Year 2026 Results on Jul 15, 2026C.S. Lumber Co., Inc announced that they will report fiscal year 2026 results on Jul 15, 2026
Reported Earnings • Apr 16Third quarter 2026 earnings released: EPS: JP¥38.92 (vs JP¥141 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.92 (down from JP¥141 in 3Q 2025). Revenue: JP¥4.92b (down 5.8% from 3Q 2025). Net income: JP¥72.0m (down 72% from 3Q 2025). Profit margin: 1.5% (down from 5.0% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 07C.S. Lumber Co., Inc to Report Q3, 2026 Results on Apr 14, 2026C.S. Lumber Co., Inc announced that they will report Q3, 2026 results on Apr 14, 2026
Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥98.39 (vs JP¥199 in 2Q 2025)Second quarter 2026 results: EPS: JP¥98.39 (down from JP¥199 in 2Q 2025). Revenue: JP¥5.32b (down 2.0% from 2Q 2025). Net income: JP¥182.0m (down 51% from 2Q 2025). Profit margin: 3.4% (down from 6.8% in 2Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Nov 05C.S. Lumber Co., Inc to Report Q2, 2026 Results on Jan 14, 2026C.S. Lumber Co., Inc announced that they will report Q2, 2026 results on Jan 14, 2026
Reported Earnings • Oct 17First quarter 2026 earnings released: EPS: JP¥109 (vs JP¥107 in 1Q 2025)First quarter 2026 results: EPS: JP¥109 (up from JP¥107 in 1Q 2025). Revenue: JP¥4.78b (up 7.9% from 1Q 2025). Net income: JP¥201.0m (up 1.5% from 1Q 2025). Profit margin: 4.2% (down from 4.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.3%).
お知らせ • May 10C.S. Lumber Co., Inc to Report Fiscal Year 2026 Results on Jul 15, 2026C.S. Lumber Co., Inc announced that they will report fiscal year 2026 results on Jul 15, 2026
Reported Earnings • Apr 16Third quarter 2026 earnings released: EPS: JP¥38.92 (vs JP¥141 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.92 (down from JP¥141 in 3Q 2025). Revenue: JP¥4.92b (down 5.8% from 3Q 2025). Net income: JP¥72.0m (down 72% from 3Q 2025). Profit margin: 1.5% (down from 5.0% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 07C.S. Lumber Co., Inc to Report Q3, 2026 Results on Apr 14, 2026C.S. Lumber Co., Inc announced that they will report Q3, 2026 results on Apr 14, 2026
Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥98.39 (vs JP¥199 in 2Q 2025)Second quarter 2026 results: EPS: JP¥98.39 (down from JP¥199 in 2Q 2025). Revenue: JP¥5.32b (down 2.0% from 2Q 2025). Net income: JP¥182.0m (down 51% from 2Q 2025). Profit margin: 3.4% (down from 6.8% in 2Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Nov 05C.S. Lumber Co., Inc to Report Q2, 2026 Results on Jan 14, 2026C.S. Lumber Co., Inc announced that they will report Q2, 2026 results on Jan 14, 2026
Reported Earnings • Oct 17First quarter 2026 earnings released: EPS: JP¥109 (vs JP¥107 in 1Q 2025)First quarter 2026 results: EPS: JP¥109 (up from JP¥107 in 1Q 2025). Revenue: JP¥4.78b (up 7.9% from 1Q 2025). Net income: JP¥201.0m (up 1.5% from 1Q 2025). Profit margin: 4.2% (down from 4.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 02Full year 2025 earnings released: EPS: JP¥625 (vs JP¥776 in FY 2024)Full year 2025 results: EPS: JP¥625 (down from JP¥776 in FY 2024). Revenue: JP¥20.7b (down 2.2% from FY 2024). Net income: JP¥1.16b (down 19% from FY 2024). Profit margin: 5.6% (down from 6.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Jul 26C.S. Lumber Co., Inc to Report Q1, 2026 Results on Oct 15, 2025C.S. Lumber Co., Inc announced that they will report Q1, 2026 results on Oct 15, 2025
Reported Earnings • Jul 17Full year 2025 earnings releasedFull year 2025 results: Net income: (down JP¥1.44b from profit in FY 2024).
お知らせ • Jul 15C.S. Lumber Co., Inc, Annual General Meeting, Aug 28, 2025C.S. Lumber Co., Inc, Annual General Meeting, Aug 28, 2025.
Upcoming Dividend • May 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.8%).
お知らせ • May 01C.S. Lumber Co., Inc to Report Fiscal Year 2025 Results on Jul 15, 2025C.S. Lumber Co., Inc announced that they will report fiscal year 2025 results on Jul 15, 2025
Reported Earnings • Apr 15Third quarter 2025 earnings released: EPS: JP¥141 (vs JP¥164 in 3Q 2024)Third quarter 2025 results: EPS: JP¥141 (down from JP¥164 in 3Q 2024). Revenue: JP¥5.22b (up 5.1% from 3Q 2024). Net income: JP¥261.0m (down 14% from 3Q 2024). Profit margin: 5.0% (down from 6.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 08C.S. Lumber Co., Inc's (TSE:7808) Share Price Is Matching Sentiment Around Its EarningsC.S. Lumber Co., Inc's ( TSE:7808 ) price-to-earnings (or "P/E") ratio of 4x might make it look like a strong buy right...
お知らせ • Feb 07C.S. Lumber Co., Inc to Report Q3, 2025 Results on Apr 14, 2025C.S. Lumber Co., Inc announced that they will report Q3, 2025 results on Apr 14, 2025
分析記事 • Jan 21Earnings Troubles May Signal Larger Issues for C.S. Lumber (TSE:7808) ShareholdersA lackluster earnings announcement from C.S. Lumber Co., Inc ( TSE:7808 ) last week didn't sink the stock price...
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥5.12b market cap, or US$32.4m).
Buy Or Sell Opportunity • Dec 03Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥2,800. The fair value is estimated to be JP¥2,332, 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 12%.
お知らせ • Nov 27C.S. Lumber Co., Inc to Report Q2, 2025 Results on Jan 14, 2025C.S. Lumber Co., Inc announced that they will report Q2, 2025 results on Jan 14, 2025
Reported Earnings • Oct 18First quarter 2025 earnings released: EPS: JP¥107 (vs JP¥239 in 1Q 2024)First quarter 2025 results: EPS: JP¥107 (down from JP¥239 in 1Q 2024). Revenue: JP¥4.43b (down 17% from 1Q 2024). Net income: JP¥198.0m (down 55% from 1Q 2024). Profit margin: 4.5% (down from 8.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Sep 05Full year 2024 earnings released: EPS: JP¥776 (vs JP¥1,212 in FY 2023)Full year 2024 results: EPS: JP¥776 (down from JP¥1,212 in FY 2023). Revenue: JP¥21.1b (down 14% from FY 2023). Net income: JP¥1.44b (down 36% from FY 2023). Profit margin: 6.8% (down from 9.1% in FY 2023). The decrease in margin was driven by lower revenue. 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 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 27C.S. Lumber Co., Inc to Report Q1, 2025 Results on Oct 15, 2024C.S. Lumber Co., Inc announced that they will report Q1, 2025 results on Oct 15, 2024
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,780, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 9x in the Forestry industry in Japan. Total returns to shareholders of 60% over the past three years.
Reported Earnings • Jul 18Full year 2024 earnings released: EPS: JP¥776 (vs JP¥1,212 in FY 2023)Full year 2024 results: EPS: JP¥776 (down from JP¥1,212 in FY 2023). Revenue: JP¥21.1b (down 14% from FY 2023). Net income: JP¥1.44b (down 36% from FY 2023). Profit margin: 6.8% (down from 9.1% in FY 2023). The decrease in margin was driven by lower revenue. 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 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 16C.S. Lumber Co., Inc, Annual General Meeting, Aug 29, 2024C.S. Lumber Co., Inc, Annual General Meeting, Aug 29, 2024.
Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 9.4% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).
お知らせ • May 03C.S. Lumber Co., Inc, Annual General Meeting, Jul 16, 2024C.S. Lumber Co., Inc, Annual General Meeting, Jul 16, 2024.
Reported Earnings • Apr 16Third quarter 2024 earnings released: EPS: JP¥164 (vs JP¥297 in 3Q 2023)Third quarter 2024 results: EPS: JP¥164 (down from JP¥297 in 3Q 2023). Revenue: JP¥4.97b (down 16% from 3Q 2023). Net income: JP¥304.0m (down 45% from 3Q 2023). Profit margin: 6.1% (down from 9.3% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Jan 28C.S. Lumber Co., Inc to Report Q3, 2024 Results on Apr 15, 2024C.S. Lumber Co., Inc announced that they will report Q3, 2024 results on Apr 15, 2024
Reported Earnings • Jan 16Second quarter 2024 earnings released: EPS: JP¥223 (vs JP¥358 in 2Q 2023)Second quarter 2024 results: EPS: JP¥223 (down from JP¥358 in 2Q 2023). Revenue: JP¥5.52b (down 15% from 2Q 2023). Net income: JP¥413.0m (down 37% from 2Q 2023). Profit margin: 7.5% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 24% per year.
お知らせ • Nov 03C.S. Lumber Co., Inc to Report Q2, 2024 Results on Jan 15, 2024C.S. Lumber Co., Inc announced that they will report Q2, 2024 results on Jan 15, 2024
Reported Earnings • Oct 18First quarter 2024 earnings released: EPS: JP¥239 (vs JP¥335 in 1Q 2023)First quarter 2024 results: EPS: JP¥239 (down from JP¥335 in 1Q 2023). Revenue: JP¥5.35b (down 19% from 1Q 2023). Net income: JP¥442.0m (down 28% from 1Q 2023). Profit margin: 8.3% (down from 9.3% 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 39% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 05Full year 2023 earnings released: EPS: JP¥1,212 (vs JP¥1,508 in FY 2022)Full year 2023 results: EPS: JP¥1,212 (down from JP¥1,508 in FY 2022). Revenue: JP¥24.5b (down 2.3% from FY 2022). Net income: JP¥2.24b (down 19% from FY 2022). Profit margin: 9.1% (down from 11% in FY 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31C.S. Lumber Co., Inc to Report Q1, 2024 Results on Oct 16, 2023C.S. Lumber Co., Inc announced that they will report Q1, 2024 results on Oct 16, 2023
New Risk • Jul 20New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥5.73b market cap, or US$41.1m).
Reported Earnings • Jul 16Full year 2023 earnings released: EPS: JP¥1,212 (vs JP¥1,508 in FY 2022)Full year 2023 results: EPS: JP¥1,212 (down from JP¥1,508 in FY 2022). Revenue: JP¥24.5b (down 2.3% from FY 2022). Net income: JP¥2.24b (down 19% from FY 2022). Profit margin: 9.1% (down from 11% in FY 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 16C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2023C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2023.
お知らせ • May 24C.S. Lumber Co., Inc to Report Fiscal Year 2023 Results on Jul 14, 2023C.S. Lumber Co., Inc announced that they will report fiscal year 2023 results on Jul 14, 2023
Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 4.5% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.6%).
Reported Earnings • Apr 16Third quarter 2023 earnings released: EPS: JP¥297 (vs JP¥484 in 3Q 2022)Third quarter 2023 results: EPS: JP¥297 (down from JP¥484 in 3Q 2022). Revenue: JP¥5.88b (down 12% from 3Q 2022). Net income: JP¥548.0m (down 38% from 3Q 2022). Profit margin: 9.3% (down from 13% in 3Q 2022). The decrease in margin was driven by lower revenue. 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 43% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 01C.S. Lumber Co., Inc to Report Q3, 2023 Results on Apr 14, 2023C.S. Lumber Co., Inc announced that they will report Q3, 2023 results on Apr 14, 2023
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. MD & Director Tatsuo Miwa was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Jan 17Second quarter 2023 earnings released: EPS: JP¥358 (vs JP¥396 in 2Q 2022)Second quarter 2023 results: EPS: JP¥358 (down from JP¥396 in 2Q 2022). Revenue: JP¥6.48b (down 2.3% from 2Q 2022). Net income: JP¥660.0m (down 9.0% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022).
お知らせ • Dec 02C.S. Lumber Co., Inc to Report Q2, 2023 Results on Jan 16, 2023C.S. Lumber Co., Inc announced that they will report Q2, 2023 results on Jan 16, 2023
Reported Earnings • Oct 18First quarter 2023 earnings released: EPS: JP¥335 (vs JP¥277 in 1Q 2022)First quarter 2023 results: EPS: JP¥335 (up from JP¥277 in 1Q 2022). Revenue: JP¥6.64b (up 32% from 1Q 2022). Net income: JP¥616.0m (up 22% from 1Q 2022). Profit margin: 9.3% (in line with 1Q 2022).
Reported Earnings • Sep 04Full year 2022 earnings released: EPS: JP¥1,508 (vs JP¥489 in FY 2021)Full year 2022 results: EPS: JP¥1,508 (up from JP¥489 in FY 2021). Revenue: JP¥25.1b (up 54% from FY 2021). Net income: JP¥2.77b (up 211% from FY 2021). Profit margin: 11% (up from 5.5% 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 59% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31C.S. Lumber Co., Inc to Report Q1, 2023 Results on Oct 17, 2022C.S. Lumber Co., Inc announced that they will report Q1, 2023 results on Oct 17, 2022
お知らせ • Jul 17C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2022C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2022.
Reported Earnings • Jul 17Full year 2022 earnings released: EPS: JP¥1,508 (vs JP¥489 in FY 2021)Full year 2022 results: EPS: JP¥1,508 (up from JP¥489 in FY 2021). Revenue: JP¥25.1b (up 54% from FY 2021). Net income: JP¥2.77b (up 211% from FY 2021). Profit margin: 11% (up from 5.5% 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 59% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 3.8% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥3,610, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 10x in the Forestry industry in Japan. Total returns to shareholders of 238% over the past three years.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥4,250, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 10x in the Forestry industry in Japan. Total returns to shareholders of 314% over the past three years.
Reported Earnings • Apr 15Third quarter 2022 earnings released: EPS: JP¥484 (vs JP¥112 in 3Q 2021)Third quarter 2022 results: EPS: JP¥484 (up from JP¥112 in 3Q 2021). Revenue: JP¥6.65b (up 66% from 3Q 2021). Net income: JP¥888.0m (up 335% from 3Q 2021). Profit margin: 13% (up from 5.1% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 44% per year.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥3,110, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 8x in the Forestry industry in Japan. Total returns to shareholders of 243% over the past three years.
Reported Earnings • Jan 16Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥396 (up from JP¥141 in 2Q 2021). Revenue: JP¥6.63b (up 59% from 2Q 2021). Net income: JP¥725.0m (up 182% from 2Q 2021). Profit margin: 11% (up from 6.2% in 2Q 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 40% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improved over the past weekAfter last week's 71% share price gain to JP¥3,390, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 11x in the Forestry industry in Japan. Total returns to shareholders of 205% over the past three years.
Reported Earnings • Oct 16First quarter 2022 earnings released: EPS JP¥277 (vs JP¥72.04 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.05b (up 54% from 1Q 2021). Net income: JP¥507.0m (up 287% from 1Q 2021). Profit margin: 10.0% (up from 4.0% in 1Q 2021). 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 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 06Full year 2021 earnings released: EPS JP¥489 (vs JP¥351 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.3b (up 4.5% from FY 2020). Net income: JP¥890.0m (up 40% from FY 2020). Profit margin: 5.5% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 18Full year 2021 earnings released: EPS JP¥489 (vs JP¥351 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.3b (up 4.5% from FY 2020). Net income: JP¥890.0m (up 40% from FY 2020). Profit margin: 5.5% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 28 August 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,710, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 11x in the Forestry industry in Japan. Total returns to shareholders of 9.9% over the past three years.
分析記事 • May 05Slowing Rates Of Return At C.S. Lumber (TYO:7808) Leave Little Room For ExcitementDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Reported Earnings • Apr 17Third quarter 2021 earnings released: EPS JP¥112 (vs JP¥92.45 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¥4.00b (down 5.8% from 3Q 2020). Net income: JP¥204.0m (up 21% from 3Q 2020). Profit margin: 5.1% (up from 4.0% in 3Q 2020). The increase in margin was driven by lower expenses.
分析記事 • Mar 24Is C.S. Lumber (TYO:7808) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Mar 03With EPS Growth And More, C.S. Lumber (TYO:7808) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Is New 90 Day High Low • Feb 25New 90-day high: JP¥1,752The company is up 17% from its price of JP¥1,496 on 27 November 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 25% over the same period.
分析記事 • Feb 10You Have To Love C.S. Lumber Co., Inc's (TYO:7808) DividendCould C.S. Lumber Co., Inc ( TYO:7808 ) be an attractive dividend share to own for the long haul? Investors are often...
お知らせ • Feb 04C.S. Lumber Co., Inc to Report Q3, 2021 Results on Apr 14, 2021C.S. Lumber Co., Inc announced that they will report Q3, 2021 results on Apr 14, 2021
分析記事 • Jan 20Returns On Capital At C.S. Lumber (TYO:7808) Paint An Interesting PictureIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Is New 90 Day High Low • Jan 18New 90-day high: JP¥1,724The company is up 13% from its price of JP¥1,523 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 24% over the same period.
Reported Earnings • Jan 15Second quarter 2021 earnings released: EPS JP¥141The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥4.16b (down 2.1% from 2Q 2020). Net income: JP¥257.0m (up 53% from 2Q 2020). Profit margin: 6.2% (up from 4.0% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
分析記事 • Dec 30Is C.S. Lumber Co., Inc's (TYO:7808) ROE Of 20% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
分析記事 • Dec 08We Think C.S. Lumber (TYO:7808) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 17Here's Why We Think C.S. Lumber (TYO:7808) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of...
Reported Earnings • Oct 16First quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥681.0m, up 19% from the prior year. Total revenue was JP¥15.4b over the last 12 months, down 5.5% from the prior year.