View ValuationBoutiques 将来の成長Future 基準チェック /56Boutiques利益と収益がそれぞれ年間43.5%と17%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34.4% 43.5%なると予測されています。主要情報43.5%収益成長率43.47%EPS成長率Media 収益成長15.9%収益成長率17.0%将来の株主資本利益率34.45%アナリストカバレッジLow最終更新日29 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesNew Risk • May 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin). Market cap is less than US$100m (JP¥13.7b market cap, or US$86.1m).New Risk • May 14New 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 6.9% 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 Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin). Market cap is less than US$100m (JP¥14.3b market cap, or US$90.8m).お知らせ • May 13Boutiques, Inc., Annual General Meeting, Jun 26, 2026Boutiques, Inc., Annual General Meeting, Jun 26, 2026.お知らせ • May 10+ 3 more updatesBoutiques, Inc. to Report Q2, 2027 Results on Nov 12, 2026Boutiques, Inc. announced that they will report Q2, 2027 results on Nov 12, 2026お知らせ • Feb 12Boutiques, Inc. (TSE:9272) announces an Equity Buyback for 150,000 shares, representing 1.53% for ¥300 million.Boutiques, Inc. (TSE:9272) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 1.53% of its share capital, for ¥300 million. The purpose of the program is to enable the expansion of shareholder returns and the implementation of flexible capital policies in response to changes in the business environment. The program will expire on December 31, 2026. As of February 12, 2026, the company had 9,783,650 shares in issue (excluding treasury stock) and 376,750 shares in treasury.Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥18.30 (vs JP¥29.04 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.30 (down from JP¥29.04 in 2Q 2025). Revenue: JP¥1.39b (down 2.4% from 2Q 2025). Net income: JP¥179.0m (down 37% from 2Q 2025). Profit margin: 13% (down from 20% in 2Q 2025).Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥23.65 loss per share (vs JP¥21.97 loss in 1Q 2025)First quarter 2026 results: JP¥23.65 loss per share (further deteriorated from JP¥21.97 loss in 1Q 2025). Revenue: JP¥793.0m (up 48% from 1Q 2025). Net loss: JP¥231.0m (loss widened 6.9% from 1Q 2025).New Risk • Jul 09New 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 5.8% 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 Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.8% net profit margin). Market cap is less than US$100m (JP¥12.6b market cap, or US$85.4m).Reported Earnings • Jul 01Full year 2025 earnings released: EPS: JP¥25.65 (vs JP¥60.79 in FY 2024)Full year 2025 results: EPS: JP¥25.65 (down from JP¥60.79 in FY 2024). Revenue: JP¥5.17b (up 17% from FY 2024). Net income: JP¥250.0m (down 59% from FY 2024). Profit margin: 4.8% (down from 14% in FY 2024).分析記事 • Jun 25Does Boutiques (TSE:9272) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥25.65 (vs JP¥60.79 in FY 2024)Full year 2025 results: EPS: JP¥25.65 (down from JP¥60.79 in FY 2024). Revenue: JP¥5.17b (up 17% from FY 2024). Net income: JP¥250.0m (down 59% from FY 2024). Profit margin: 4.8% (down from 14% in FY 2024).お知らせ • May 14Boutiques, Inc., Annual General Meeting, Jun 26, 2025Boutiques, Inc., Annual General Meeting, Jun 26, 2025.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 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 Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥11.7b market cap, or US$79.8m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,200, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 16x in the Media industry in Japan. Negligible returns to shareholders over past three years.お知らせ • Mar 28+ 3 more updatesBoutiques, Inc. to Report Q2, 2026 Results on Nov 12, 2025Boutiques, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥15.13 (vs JP¥63.47 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.13 (down from JP¥63.47 in 3Q 2024). Revenue: JP¥1.38b (down 22% from 3Q 2024). Net income: JP¥147.0m (down 77% from 3Q 2024). Profit margin: 11% (down from 35% in 3Q 2024). The decrease in margin was primarily driven by lower revenue.分析記事 • Nov 20We Like Boutiques' (TSE:9272) Earnings For More Than Just Statutory ProfitBoutiques, Inc. ( TSE:9272 ) announced a healthy earnings result recently, and the market rewarded it with a strong...Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥29.04 (vs JP¥63.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥29.04 (down from JP¥63.47 in 2Q 2024). Revenue: JP¥1.43b (down 19% from 2Q 2024). Net income: JP¥282.0m (down 55% from 2Q 2024). Profit margin: 20% (down from 35% in 2Q 2024).New Risk • Oct 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.4b (US$98.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (JP¥14.4b market cap, or US$98.1m).Buy Or Sell Opportunity • Oct 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.8% to JP¥1,527. The fair value is estimated to be JP¥1,932, however this is not to be taken as a buy recommendation but rather should be used as a guide only.New Risk • Sep 17New 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 Risk Share price has been volatile over the past 3 months (9.0% average weekly change).Buy Or Sell Opportunity • Sep 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥1,542. The fair value is estimated to be JP¥1,958, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥1,218, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 44% over the past three years.Buy Or Sell Opportunity • Aug 02Now 24% undervaluedOver the last 90 days, the stock has risen 42% to JP¥1,481. The fair value is estimated to be JP¥1,954, however this is not to be taken as a buy recommendation but rather should be used as a guide only.分析記事 • Jun 24Calculating The Fair Value Of Boutiques, Inc. (TSE:9272)Key Insights Boutiques' estimated fair value is JP¥1,715 based on 2 Stage Free Cash Flow to Equity With JP¥1,794 share...分析記事 • May 22Why Boutiques' (TSE:9272) Earnings Are Better Than They SeemBoutiques, Inc. ( TSE:9272 ) announced a healthy earnings result recently, and the market rewarded it with a strong...お知らせ • May 16Boutiques, Inc., Annual General Meeting, Jun 25, 2024Boutiques, Inc., Annual General Meeting, Jun 25, 2024.お知らせ • Mar 30Boutiques, Inc. (TSE:9272) announces an Equity Buyback for 300,000 shares, representing 3.04% for ¥300 million.Boutiques, Inc. (TSE:9272) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 3.04% of its share capital, for ¥300 million. The purpose of the program is to enable flexible capital policy implementation in response to changes in the business environment. The program will expire on December 27, 2024. As of March 27, 2024, the company had 9,865,576 shares in issue (excluding treasury stock) and 294,824 shares in treasury.お知らせ • Mar 02+ 3 more updatesBoutiques, Inc. to Report Q3, 2025 Results on Feb 13, 2025Boutiques, Inc. announced that they will report Q3, 2025 results on Feb 13, 2025New Risk • Nov 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.8b (US$92.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risk Market cap is less than US$100m (JP¥13.8b market cap, or US$92.3m).New Risk • Nov 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (8.8% average weekly change).お知らせ • Nov 09Boutiques, Inc. (TSE:9272) announces an Equity Buyback for 250,000 shares, representing 2.48% for ¥300 million.Boutiques, Inc. (TSE:9272) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 2.48% of its share capital, for ¥300 million. The purpose of the program is to enable flexible capital policy implementation in response to changes in the business environment. The program will expire on June 24, 2024. As of November 8, 2023, the company had 10,078,476 shares in issue (excluding treasury stock) and 81,924 shares in treasury.New Risk • Oct 06New 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 Risk Share price has been volatile over the past 3 months (6.7% average weekly change).Reported Earnings • Aug 09First quarter 2024 earnings released: JP¥16.42 loss per share (vs JP¥15.29 loss in 1Q 2023)First quarter 2024 results: JP¥16.42 loss per share (further deteriorated from JP¥15.29 loss in 1Q 2023). Revenue: JP¥606.0m (up 110% from 1Q 2023). Net loss: JP¥165.0m (loss widened 114% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jul 22Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Tomoyuki Tanaka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jul 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,045, the stock trades at a trailing P/E ratio of 48.8x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 602% over the past three years.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,670, the stock trades at a trailing P/E ratio of 42.8x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 542% over the past three years.Reported Earnings • May 13Full year 2023 earnings released: EPS: JP¥124 (vs JP¥69.35 in FY 2022)Full year 2023 results: EPS: JP¥124 (up from JP¥69.35 in FY 2022). Revenue: JP¥3.05b (up 46% from FY 2022). Net income: JP¥621.0m (up 78% from FY 2022). Profit margin: 20% (up from 17% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Boutiques, Inc., Annual General Meeting, Jun 23, 2023Boutiques, Inc., Annual General Meeting, Jun 23, 2023.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥4,740, the stock trades at a trailing P/E ratio of 49.1x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 464% over the past three years.Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥9.18 (vs JP¥13.06 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.18 (down from JP¥13.06 in 3Q 2022). Revenue: JP¥572.0m (up 27% from 3Q 2022). Net income: JP¥46.0m (down 30% from 3Q 2022). Profit margin: 8.0% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Feb 15Now 20% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be JP¥3,817, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 25%.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,630, the stock trades at a trailing P/E ratio of 36.2x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 121% over the past three years.Buying Opportunity • Dec 02Now 20% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be JP¥3,962, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 25%.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Shogo Teranishi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Nov 11Now 23% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be JP¥3,874, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 25%.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥74.60 (vs JP¥20.90 in 2Q 2022)Second quarter 2023 results: EPS: JP¥74.60 (up from JP¥20.90 in 2Q 2022). Revenue: JP¥1.06b (up 106% from 2Q 2022). Net income: JP¥374.0m (up 256% from 2Q 2022). Profit margin: 35% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥15.29 loss per share (vs JP¥8.20 profit in 1Q 2022)First quarter 2023 results: JP¥15.29 loss per share (down from JP¥8.20 profit in 1Q 2022). Revenue: JP¥288.0m (down 19% from 1Q 2022). Net loss: JP¥77.0m (down 288% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,447, the stock trades at a trailing P/E ratio of 35.4x. Average trailing P/E is 17x in the Online Retail industry in Japan. Total returns to shareholders of 72% over the past three years.Buying Opportunity • May 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥2,730, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 38%.お知らせ • May 12Boutiques, Inc., Annual General Meeting, May 24, 2022Boutiques, Inc., Annual General Meeting, May 24, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥69.35 (vs JP¥79.33 in FY 2021)Full year 2022 results: EPS: JP¥69.35. Revenue: JP¥2.09b (up 64% from FY 2021). Net income: JP¥349.0m (up 76% from FY 2021). Profit margin: 17% (up from 16% in FY 2021). The increase in margin was driven by higher revenue.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Shogo Teranishi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08+ 3 more updatesBoutiques, Inc. to Report Q3, 2023 Results on Feb 14, 2023Boutiques, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023Board Change • Apr 06Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Shogo Teranishi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,941, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 18x in the Online Retail industry in Japan. Total returns to shareholders of 10% over the past three years.Buying Opportunity • Mar 04Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥2,835, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% per annum over the last 3 years. Earnings per share has grown by 43% per annum over the last 3 years.お知らせ • Mar 03Boutiques, Inc. (TSE:9272) announces an Equity Buyback for 200,000 shares, representing 3.96% for ¥300 million.Boutiques, Inc. (TSE:9272) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 3.96% of the outstanding shares for ¥300 million. The purpose of the program is to enable the implementation of agile capital policies in response to changes in the business environment as a means of returning profits to shareholders. The program will run until December 31, 2022. As of February 28, 2022, the company had 5,053,785 shares outstanding (excluding own shares) and 26,415 shares in treasury.Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be JP¥2,902, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% per annum over the last 3 years. Earnings per share has grown by 43% per annum over the last 3 years.Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥13.06 (down from JP¥14.81 in 3Q 2021). Revenue: JP¥449.0m (up 53% from 3Q 2021). Net income: JP¥66.0m (up 78% from 3Q 2021). Profit margin: 15% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥20.90 (vs JP¥17.28 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥516.0m (up 93% from 2Q 2021). Net income: JP¥105.0m (up 144% from 2Q 2021). Profit margin: 20% (up from 16% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥3,265, the stock trades at a trailing P/E ratio of 47.7x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 69% over the past three years.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,800, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 51% over the past three years.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥2,098, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 20x in the Online Retail industry in Japan. Total returns to shareholders of 25% over the past three years.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,863, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 21x in the Online Retail industry in Japan. Total loss to shareholders of 13% over the past three years.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,721, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 20x in the Online Retail industry in Japan. Total loss to shareholders of 18% over the past three years.Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥2,997, the stock trades at a trailing P/E ratio of 37.8x. Average trailing P/E is 21x in the Online Retail industry in Japan. Total loss to shareholders of 26% over the past three years.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥79.33 (vs JP¥52.73 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥1.28b (down 6.0% from FY 2020). Net income: JP¥198.0m (up 52% from FY 2020). Profit margin: 16% (up from 9.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥4,195, the stock trades at a trailing P/E ratio of 60.9x. Average trailing P/E is 23x in the Online Retail industry in Japan. Total returns to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥3,780, the stock trades at a trailing P/E ratio of 54.9x. Average trailing P/E is 25x in the Online Retail industry in Japan. Total returns to shareholders of 326% over the past year.Is New 90 Day High Low • Mar 12New 90-day high: JP¥3,210The company is up 46% from its price of JP¥2,201 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 9.0% over the same period.Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥14.81 (vs JP¥2.01 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥294.0m (up 3.9% from 3Q 2020). Net income: JP¥37.0m (up JP¥42.0m from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). The move to profitability was primarily driven by lower expenses.Is New 90 Day High Low • Feb 09New 90-day high: JP¥2,700The company is up 46% from its price of JP¥1,844 on 11 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 12% over the same period.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,700, the stock is trading at a trailing P/E ratio of 51.8x, up from the previous P/E ratio of 44.7x. This compares to an average P/E of 25x in the Online Retail industry in Japan. Total return to shareholders over the past year is a loss of 24%.お知らせ • Sep 06+ 1 more updateBoutiques, Inc. to Report Q3, 2021 Results on Feb 10, 2021Boutiques, Inc. announced that they will report Q3, 2021 results on Feb 10, 2021お知らせ • Sep 02Wenzhou Yiyang Enterprise Management Partnership Enterprise signed a contract to acquire additional 25% stake in Hangzhou Fangbu Health Technology Co., Ltd. from Boutiques, Inc. (TSE:9272).Wenzhou Yiyang Enterprise Management Partnership Enterprise signed a contract to acquire additional 25% stake in Hangzhou Fangbu Health Technology Co., Ltd. from Boutiques, Inc. (TSE:9272) on August 31, 2020. Hangzhou Fangbu Health Technology reported net assets of CNY 1.9 million and total assets of CNY 1.9 million as of March 31, 2020. The execution of equity transfer is planned on September 2020.業績と収益の成長予測TSE:9272 - 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3/31/202910,0002,300N/A2,88413/31/20288,4001,750N/A2,19013/31/20277,0001,400N/A1,07719/30/20255,3941321,1671,330N/A6/30/20255,429235N/AN/AN/A3/31/20255,1712501,4301,592N/A12/31/20245,113840N/AN/AN/A9/30/20244,7437451,3061,354N/A6/30/20244,343557N/AN/AN/A3/31/20244,414608735774N/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: 9272の予測収益成長率 (年間43.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 9272の収益 ( 43.5% ) はJP市場 ( 9.8% ) よりも速いペースで成長すると予測されています。高成長収益: 9272の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 9272の収益 ( 17% ) JP市場 ( 6.4% ) よりも速いペースで成長すると予測されています。高い収益成長: 9272の収益 ( 17% ) 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: 9272の 自己資本利益率 は、3年後には高くなると予測されています ( 34.4 %)成長企業の発掘7D1Y7D1Y7D1YMedia 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2026/07/03 12:36終値2026/07/03 00:00収益2025/09/30年間収益2025/03/31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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Boutiques, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Masatoshi NagataIchiyoshi Research Institute Inc.Kyoichiro ShigemuraNomura Securities Co. Ltd.Yoshihiro MaedaThe Stock Research Center
New Risk • May 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin). Market cap is less than US$100m (JP¥13.7b market cap, or US$86.1m).
New Risk • May 14New 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 6.9% 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 Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin). Market cap is less than US$100m (JP¥14.3b market cap, or US$90.8m).
お知らせ • May 13Boutiques, Inc., Annual General Meeting, Jun 26, 2026Boutiques, Inc., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10+ 3 more updatesBoutiques, Inc. to Report Q2, 2027 Results on Nov 12, 2026Boutiques, Inc. announced that they will report Q2, 2027 results on Nov 12, 2026
お知らせ • Feb 12Boutiques, Inc. (TSE:9272) announces an Equity Buyback for 150,000 shares, representing 1.53% for ¥300 million.Boutiques, Inc. (TSE:9272) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 1.53% of its share capital, for ¥300 million. The purpose of the program is to enable the expansion of shareholder returns and the implementation of flexible capital policies in response to changes in the business environment. The program will expire on December 31, 2026. As of February 12, 2026, the company had 9,783,650 shares in issue (excluding treasury stock) and 376,750 shares in treasury.
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥18.30 (vs JP¥29.04 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.30 (down from JP¥29.04 in 2Q 2025). Revenue: JP¥1.39b (down 2.4% from 2Q 2025). Net income: JP¥179.0m (down 37% from 2Q 2025). Profit margin: 13% (down from 20% in 2Q 2025).
Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥23.65 loss per share (vs JP¥21.97 loss in 1Q 2025)First quarter 2026 results: JP¥23.65 loss per share (further deteriorated from JP¥21.97 loss in 1Q 2025). Revenue: JP¥793.0m (up 48% from 1Q 2025). Net loss: JP¥231.0m (loss widened 6.9% from 1Q 2025).
New Risk • Jul 09New 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 5.8% 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 Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.8% net profit margin). Market cap is less than US$100m (JP¥12.6b market cap, or US$85.4m).
Reported Earnings • Jul 01Full year 2025 earnings released: EPS: JP¥25.65 (vs JP¥60.79 in FY 2024)Full year 2025 results: EPS: JP¥25.65 (down from JP¥60.79 in FY 2024). Revenue: JP¥5.17b (up 17% from FY 2024). Net income: JP¥250.0m (down 59% from FY 2024). Profit margin: 4.8% (down from 14% in FY 2024).
分析記事 • Jun 25Does Boutiques (TSE:9272) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥25.65 (vs JP¥60.79 in FY 2024)Full year 2025 results: EPS: JP¥25.65 (down from JP¥60.79 in FY 2024). Revenue: JP¥5.17b (up 17% from FY 2024). Net income: JP¥250.0m (down 59% from FY 2024). Profit margin: 4.8% (down from 14% in FY 2024).
お知らせ • May 14Boutiques, Inc., Annual General Meeting, Jun 26, 2025Boutiques, Inc., Annual General Meeting, Jun 26, 2025.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 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 Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥11.7b market cap, or US$79.8m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,200, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 16x in the Media industry in Japan. Negligible returns to shareholders over past three years.
お知らせ • Mar 28+ 3 more updatesBoutiques, Inc. to Report Q2, 2026 Results on Nov 12, 2025Boutiques, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥15.13 (vs JP¥63.47 in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.13 (down from JP¥63.47 in 3Q 2024). Revenue: JP¥1.38b (down 22% from 3Q 2024). Net income: JP¥147.0m (down 77% from 3Q 2024). Profit margin: 11% (down from 35% in 3Q 2024). The decrease in margin was primarily driven by lower revenue.
分析記事 • Nov 20We Like Boutiques' (TSE:9272) Earnings For More Than Just Statutory ProfitBoutiques, Inc. ( TSE:9272 ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥29.04 (vs JP¥63.47 in 2Q 2024)Second quarter 2025 results: EPS: JP¥29.04 (down from JP¥63.47 in 2Q 2024). Revenue: JP¥1.43b (down 19% from 2Q 2024). Net income: JP¥282.0m (down 55% from 2Q 2024). Profit margin: 20% (down from 35% in 2Q 2024).
New Risk • Oct 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.4b (US$98.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (JP¥14.4b market cap, or US$98.1m).
Buy Or Sell Opportunity • Oct 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.8% to JP¥1,527. The fair value is estimated to be JP¥1,932, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
New Risk • Sep 17New 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 Risk Share price has been volatile over the past 3 months (9.0% average weekly change).
Buy Or Sell Opportunity • Sep 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥1,542. The fair value is estimated to be JP¥1,958, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥1,218, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 44% over the past three years.
Buy Or Sell Opportunity • Aug 02Now 24% undervaluedOver the last 90 days, the stock has risen 42% to JP¥1,481. The fair value is estimated to be JP¥1,954, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
分析記事 • Jun 24Calculating The Fair Value Of Boutiques, Inc. (TSE:9272)Key Insights Boutiques' estimated fair value is JP¥1,715 based on 2 Stage Free Cash Flow to Equity With JP¥1,794 share...
分析記事 • May 22Why Boutiques' (TSE:9272) Earnings Are Better Than They SeemBoutiques, Inc. ( TSE:9272 ) announced a healthy earnings result recently, and the market rewarded it with a strong...
お知らせ • May 16Boutiques, Inc., Annual General Meeting, Jun 25, 2024Boutiques, Inc., Annual General Meeting, Jun 25, 2024.
お知らせ • Mar 30Boutiques, Inc. (TSE:9272) announces an Equity Buyback for 300,000 shares, representing 3.04% for ¥300 million.Boutiques, Inc. (TSE:9272) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 3.04% of its share capital, for ¥300 million. The purpose of the program is to enable flexible capital policy implementation in response to changes in the business environment. The program will expire on December 27, 2024. As of March 27, 2024, the company had 9,865,576 shares in issue (excluding treasury stock) and 294,824 shares in treasury.
お知らせ • Mar 02+ 3 more updatesBoutiques, Inc. to Report Q3, 2025 Results on Feb 13, 2025Boutiques, Inc. announced that they will report Q3, 2025 results on Feb 13, 2025
New Risk • Nov 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.8b (US$92.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risk Market cap is less than US$100m (JP¥13.8b market cap, or US$92.3m).
New Risk • Nov 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (8.8% average weekly change).
お知らせ • Nov 09Boutiques, Inc. (TSE:9272) announces an Equity Buyback for 250,000 shares, representing 2.48% for ¥300 million.Boutiques, Inc. (TSE:9272) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 2.48% of its share capital, for ¥300 million. The purpose of the program is to enable flexible capital policy implementation in response to changes in the business environment. The program will expire on June 24, 2024. As of November 8, 2023, the company had 10,078,476 shares in issue (excluding treasury stock) and 81,924 shares in treasury.
New Risk • Oct 06New 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 Risk Share price has been volatile over the past 3 months (6.7% average weekly change).
Reported Earnings • Aug 09First quarter 2024 earnings released: JP¥16.42 loss per share (vs JP¥15.29 loss in 1Q 2023)First quarter 2024 results: JP¥16.42 loss per share (further deteriorated from JP¥15.29 loss in 1Q 2023). Revenue: JP¥606.0m (up 110% from 1Q 2023). Net loss: JP¥165.0m (loss widened 114% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jul 22Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Tomoyuki Tanaka was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jul 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,045, the stock trades at a trailing P/E ratio of 48.8x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 602% over the past three years.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,670, the stock trades at a trailing P/E ratio of 42.8x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 542% over the past three years.
Reported Earnings • May 13Full year 2023 earnings released: EPS: JP¥124 (vs JP¥69.35 in FY 2022)Full year 2023 results: EPS: JP¥124 (up from JP¥69.35 in FY 2022). Revenue: JP¥3.05b (up 46% from FY 2022). Net income: JP¥621.0m (up 78% from FY 2022). Profit margin: 20% (up from 17% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Boutiques, Inc., Annual General Meeting, Jun 23, 2023Boutiques, Inc., Annual General Meeting, Jun 23, 2023.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥4,740, the stock trades at a trailing P/E ratio of 49.1x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 464% over the past three years.
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥9.18 (vs JP¥13.06 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.18 (down from JP¥13.06 in 3Q 2022). Revenue: JP¥572.0m (up 27% from 3Q 2022). Net income: JP¥46.0m (down 30% from 3Q 2022). Profit margin: 8.0% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Feb 15Now 20% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be JP¥3,817, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 25%.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,630, the stock trades at a trailing P/E ratio of 36.2x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 121% over the past three years.
Buying Opportunity • Dec 02Now 20% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be JP¥3,962, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 25%.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Shogo Teranishi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Nov 11Now 23% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be JP¥3,874, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 25%.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥74.60 (vs JP¥20.90 in 2Q 2022)Second quarter 2023 results: EPS: JP¥74.60 (up from JP¥20.90 in 2Q 2022). Revenue: JP¥1.06b (up 106% from 2Q 2022). Net income: JP¥374.0m (up 256% from 2Q 2022). Profit margin: 35% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥15.29 loss per share (vs JP¥8.20 profit in 1Q 2022)First quarter 2023 results: JP¥15.29 loss per share (down from JP¥8.20 profit in 1Q 2022). Revenue: JP¥288.0m (down 19% from 1Q 2022). Net loss: JP¥77.0m (down 288% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,447, the stock trades at a trailing P/E ratio of 35.4x. Average trailing P/E is 17x in the Online Retail industry in Japan. Total returns to shareholders of 72% over the past three years.
Buying Opportunity • May 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥2,730, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 38%.
お知らせ • May 12Boutiques, Inc., Annual General Meeting, May 24, 2022Boutiques, Inc., Annual General Meeting, May 24, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥69.35 (vs JP¥79.33 in FY 2021)Full year 2022 results: EPS: JP¥69.35. Revenue: JP¥2.09b (up 64% from FY 2021). Net income: JP¥349.0m (up 76% from FY 2021). Profit margin: 17% (up from 16% in FY 2021). The increase in margin was driven by higher revenue.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Shogo Teranishi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08+ 3 more updatesBoutiques, Inc. to Report Q3, 2023 Results on Feb 14, 2023Boutiques, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023
Board Change • Apr 06Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Shogo Teranishi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,941, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 18x in the Online Retail industry in Japan. Total returns to shareholders of 10% over the past three years.
Buying Opportunity • Mar 04Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥2,835, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% per annum over the last 3 years. Earnings per share has grown by 43% per annum over the last 3 years.
お知らせ • Mar 03Boutiques, Inc. (TSE:9272) announces an Equity Buyback for 200,000 shares, representing 3.96% for ¥300 million.Boutiques, Inc. (TSE:9272) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 3.96% of the outstanding shares for ¥300 million. The purpose of the program is to enable the implementation of agile capital policies in response to changes in the business environment as a means of returning profits to shareholders. The program will run until December 31, 2022. As of February 28, 2022, the company had 5,053,785 shares outstanding (excluding own shares) and 26,415 shares in treasury.
Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be JP¥2,902, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% per annum over the last 3 years. Earnings per share has grown by 43% per annum over the last 3 years.
Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥13.06 (down from JP¥14.81 in 3Q 2021). Revenue: JP¥449.0m (up 53% from 3Q 2021). Net income: JP¥66.0m (up 78% from 3Q 2021). Profit margin: 15% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥20.90 (vs JP¥17.28 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥516.0m (up 93% from 2Q 2021). Net income: JP¥105.0m (up 144% from 2Q 2021). Profit margin: 20% (up from 16% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥3,265, the stock trades at a trailing P/E ratio of 47.7x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 69% over the past three years.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,800, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 51% over the past three years.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥2,098, the stock trades at a trailing P/E ratio of 26.4x. Average trailing P/E is 20x in the Online Retail industry in Japan. Total returns to shareholders of 25% over the past three years.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,863, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 21x in the Online Retail industry in Japan. Total loss to shareholders of 13% over the past three years.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,721, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 20x in the Online Retail industry in Japan. Total loss to shareholders of 18% over the past three years.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥2,997, the stock trades at a trailing P/E ratio of 37.8x. Average trailing P/E is 21x in the Online Retail industry in Japan. Total loss to shareholders of 26% over the past three years.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥79.33 (vs JP¥52.73 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥1.28b (down 6.0% from FY 2020). Net income: JP¥198.0m (up 52% from FY 2020). Profit margin: 16% (up from 9.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥4,195, the stock trades at a trailing P/E ratio of 60.9x. Average trailing P/E is 23x in the Online Retail industry in Japan. Total returns to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥3,780, the stock trades at a trailing P/E ratio of 54.9x. Average trailing P/E is 25x in the Online Retail industry in Japan. Total returns to shareholders of 326% over the past year.
Is New 90 Day High Low • Mar 12New 90-day high: JP¥3,210The company is up 46% from its price of JP¥2,201 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 9.0% over the same period.
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥14.81 (vs JP¥2.01 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥294.0m (up 3.9% from 3Q 2020). Net income: JP¥37.0m (up JP¥42.0m from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). The move to profitability was primarily driven by lower expenses.
Is New 90 Day High Low • Feb 09New 90-day high: JP¥2,700The company is up 46% from its price of JP¥1,844 on 11 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 12% over the same period.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,700, the stock is trading at a trailing P/E ratio of 51.8x, up from the previous P/E ratio of 44.7x. This compares to an average P/E of 25x in the Online Retail industry in Japan. Total return to shareholders over the past year is a loss of 24%.
お知らせ • Sep 06+ 1 more updateBoutiques, Inc. to Report Q3, 2021 Results on Feb 10, 2021Boutiques, Inc. announced that they will report Q3, 2021 results on Feb 10, 2021
お知らせ • Sep 02Wenzhou Yiyang Enterprise Management Partnership Enterprise signed a contract to acquire additional 25% stake in Hangzhou Fangbu Health Technology Co., Ltd. from Boutiques, Inc. (TSE:9272).Wenzhou Yiyang Enterprise Management Partnership Enterprise signed a contract to acquire additional 25% stake in Hangzhou Fangbu Health Technology Co., Ltd. from Boutiques, Inc. (TSE:9272) on August 31, 2020. Hangzhou Fangbu Health Technology reported net assets of CNY 1.9 million and total assets of CNY 1.9 million as of March 31, 2020. The execution of equity transfer is planned on September 2020.