View ValuationIntermestic 将来の成長Future 基準チェック /36Intermestic利益と収益がそれぞれ年間18.5%と15.5%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19.4% 18.5%なると予測されています。主要情報18.5%収益成長率18.53%EPS成長率Specialty Retail 収益成長9.5%収益成長率15.5%将来の株主資本利益率19.35%アナリストカバレッジLow最終更新日13 May 2026今後の成長に関する最新情報お知らせ • Dec 24Intermestic Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2024Intermestic Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2024. For the fiscal year ending December 31, 2024, the company expects net sales of JPY 43,489 million. Operating profit of JPY 4,206 million. Profit attributable to owners of the parent JPY 2,720 million. Basic earnings per share JPY 118.00.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,238, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 29% over the past year.Reported Earnings • May 13First quarter 2026 earnings released: EPS: JP¥45.72 (vs JP¥42.75 in 1Q 2025)First quarter 2026 results: EPS: JP¥45.72 (up from JP¥42.75 in 1Q 2025). Revenue: JP¥21.1b (up 81% from 1Q 2025). Net income: JP¥1.40b (up 7.0% from 1Q 2025). Profit margin: 6.6% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan.New Risk • Apr 13New 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. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 30Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥135. Revenue: JP¥50.2b (up 12% from FY 2024). Net income: JP¥4.12b (up 17% from FY 2024). Profit margin: 8.2% (up from 7.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Japan.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,977, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 21% over the past year.Reported Earnings • Feb 14Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥135. Revenue: JP¥50.2b (up 12% from FY 2024). Net income: JP¥4.12b (up 17% from FY 2024). Profit margin: 8.2% (up from 7.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan.お知らせ • Feb 14+ 1 more updateIntermestic Inc. Announces Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 27, 2026; Provides Dividend Guidance for the Fiscal Year Ended December 31, 2026Intermestic Inc. announced dividend for the fiscal year ended December 31, 2025; Provides dividend guidance for the Fiscal Year Ended December 31, 2026. For the year, the company announced to pay a dividend of JPY 44.00 per share against JPY 40.20 per share a year ago. Scheduled date to commence dividend payments: Payable on March 27, 2026. For the year ending December 31, 2026, the company expected to pay JPY dividend of JPY 51.00 per share against JPY 44.00 per share a year ago.お知らせ • Feb 13Intermestic Inc., Annual General Meeting, Mar 26, 2026Intermestic Inc., Annual General Meeting, Mar 26, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).分析記事 • Dec 12Intermestic (TSE:262A) Is Increasing Its Dividend To ¥44.00Intermestic Inc.'s ( TSE:262A ) dividend will be increasing from last year's payment of the same period to ¥44.00 on...お知らせ • Dec 03Intermestic Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026Intermestic Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026分析記事 • Nov 28Intermestic (TSE:262A) Will Pay A Larger Dividend Than Last Year At ¥44.00Intermestic Inc.'s ( TSE:262A ) dividend will be increasing from last year's payment of the same period to ¥44.00 on...Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: JP¥56.24 (vs JP¥7.57 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥56.24 (up from JP¥7.57 loss in 3Q 2024). Revenue: JP¥14.4b (up 28% from 3Q 2024). Net income: JP¥1.72b (up JP¥1.94b from 3Q 2024). Profit margin: 12% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan.Buy Or Sell Opportunity • Oct 01Now 20% undervaluedOver the last 90 days, the stock has risen 67% to JP¥2,726. The fair value is estimated to be JP¥3,411, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last year. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.お知らせ • Sep 27Intermestic Inc. to Report Q3, 2025 Results on Nov 11, 2025Intermestic Inc. announced that they will report Q3, 2025 results on Nov 11, 2025お知らせ • Sep 04Intermestic Inc. (TSE:262A) agreed to acquire Horus Co., Ltd. from M3, Inc. (TSE:2413), NIC Fund II Cayman, LP, Camellia Fund 2 Cayman L.P., Kerasus Fund 2 Cayman L.P., Wisteria Fund II Cayman, LP and Horus IE Limited Liability Partnership for ¥19.1 billion.Intermestic Inc. (TSE:262A) agreed to acquire Horus Co., Ltd. from M3, Inc. (TSE:2413), NIC Fund II Cayman, LP, Camellia Fund 2 Cayman L.P., Kerasus Fund 2 Cayman L.P., Wisteria Fund II Cayman, LP and Horus IE Limited Liability Partnership for ¥19.1 billion on September 2, 2025. A cash consideration of ¥19.08 billion will be paid by Intermestic Inc. As part of consideration, ¥19.08 billion is paid towards common equity of Horus Co., Ltd. The transaction will be financed through senior debt of ¥18 billion. For the period ending April 30, 2025, Horus Co., Ltd. reported total revenue of ¥28.19 billion and EBIT of ¥1.84 billion. As of April 30, 2025, Horus Co., Ltd. reported total assets of ¥19.95 billion and total common equity of ¥4.42 billion. The expected completion of the transaction is October 1, 2025.Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,120, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,420 per share.Buy Or Sell Opportunity • Aug 22Now 22% undervaluedOver the last 90 days, the stock has risen 33% to JP¥2,675. The fair value is estimated to be JP¥3,445, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last year. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.Declared Dividend • Aug 11Dividend of JP¥42.90 announcedShareholders will receive a dividend of JP¥42.90. Ex-date: 29th December 2025 Payment date: 30th March 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (27% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: JP¥39.84 (vs JP¥14.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥39.84 (up from JP¥14.10 in 2Q 2024). Revenue: JP¥12.3b (up 25% from 2Q 2024). Net income: JP¥1.22b (up 304% from 2Q 2024). Profit margin: 9.9% (up from 3.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,420, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,420 per share.分析記事 • Aug 04Intermestic Inc.'s (TSE:262A) Intrinsic Value Is Potentially 51% Above Its Share PriceKey Insights Intermestic's estimated fair value is JP¥3,379 based on 2 Stage Free Cash Flow to Equity Current share...Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,950, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,411 per share.お知らせ • Jun 27Intermestic Inc. to Report Q2, 2025 Results on Aug 08, 2025Intermestic Inc. announced that they will report Q2, 2025 results on Aug 08, 2025Board Change • Jun 06Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Outside Independent Director Hitoshi Hasegawa 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.お知らせ • Mar 07Intermestic Inc. to Report Q1, 2025 Results on May 13, 2025Intermestic Inc. announced that they will report Q1, 2025 results on May 13, 2025Reported Earnings • Feb 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥151 (up from JP¥120 in FY 2023). Revenue: JP¥44.8b (up 13% from FY 2023). Net income: JP¥3.52b (up 37% from FY 2023). Profit margin: 7.8% (up from 6.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan.お知らせ • Feb 15Intermestic Inc., Annual General Meeting, Mar 27, 2025Intermestic Inc., Annual General Meeting, Mar 27, 2025.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,136, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Japan.お知らせ • Dec 26Intermestic Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending December 31, 2024Intermestic Inc. provided year-end dividend guidance for the Fiscal year ending December 31, 2024. For the period, the company expects dividend of JPY 27.86 per share.お知らせ • Dec 24Intermestic Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2024Intermestic Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2024. For the fiscal year ending December 31, 2024, the company expects net sales of JPY 43,489 million. Operating profit of JPY 4,206 million. Profit attributable to owners of the parent JPY 2,720 million. Basic earnings per share JPY 118.00.お知らせ • Dec 03Intermestic Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025Intermestic Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,535, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Specialty Retail industry in Japan.お知らせ • Oct 22Intermestic Inc. to Report Q3, 2024 Results on Nov 12, 2024Intermestic Inc. announced that they will report Q3, 2024 results on Nov 12, 2024お知らせ • Oct 18Intermestic Inc. has completed an IPO in the amount of ¥17.47686 billion.Intermestic Inc. has completed an IPO in the amount of ¥17.47686 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 7,880,000 Price\Range: ¥1630 Discount Per Security: ¥97.8 Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,842,000 Price\Range: ¥1630 Discount Per Security: ¥97.8 Transaction Features: ESOP Related OfferingBoard Change • Oct 18Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Outside Independent Director Hitoshi Hasegawa 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.業績と収益の成長予測TSE:262A - 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12/31/202899,1617,1077,562N/A312/31/202793,2096,2416,693N/A312/31/202686,7825,1474,938N/A33/31/202659,5754,210N/AN/AN/A12/31/202550,1514,1192,9465,220N/A9/30/202549,5504,032N/AN/AN/A6/30/202547,0414,026N/AN/AN/A3/31/202545,6383,815N/AN/AN/A12/31/202444,8453,5154,8836,359N/A12/31/202339,8752,562N/AN/AN/A12/31/202235,8851,266N/AN/AN/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: 262Aの予測収益成長率 (年間18.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 262Aの収益 ( 18.5% ) はJP市場 ( 9.3% ) 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: 262Aの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 262Aの収益 ( 15.5% ) JP市場 ( 6% ) 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: 262Aの収益 ( 15.5% ) 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: 262Aの 自己資本利益率 は、3年後には低くなると予測されています ( 19.4 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 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2026/06/13 21:19終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31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Intermestic Inc. 3 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Hiroyuki TeradaIchiyoshi Research Institute Inc.Satoshi SakaeNomura Securities Co. Ltd.Hiroyuki TeradaPelham Smithers Associates Ltd.
お知らせ • Dec 24Intermestic Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2024Intermestic Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2024. For the fiscal year ending December 31, 2024, the company expects net sales of JPY 43,489 million. Operating profit of JPY 4,206 million. Profit attributable to owners of the parent JPY 2,720 million. Basic earnings per share JPY 118.00.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,238, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 29% over the past year.
Reported Earnings • May 13First quarter 2026 earnings released: EPS: JP¥45.72 (vs JP¥42.75 in 1Q 2025)First quarter 2026 results: EPS: JP¥45.72 (up from JP¥42.75 in 1Q 2025). Revenue: JP¥21.1b (up 81% from 1Q 2025). Net income: JP¥1.40b (up 7.0% from 1Q 2025). Profit margin: 6.6% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan.
New Risk • Apr 13New 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 30Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥135. Revenue: JP¥50.2b (up 12% from FY 2024). Net income: JP¥4.12b (up 17% from FY 2024). Profit margin: 8.2% (up from 7.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Japan.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,977, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 21% over the past year.
Reported Earnings • Feb 14Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: JP¥135. Revenue: JP¥50.2b (up 12% from FY 2024). Net income: JP¥4.12b (up 17% from FY 2024). Profit margin: 8.2% (up from 7.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan.
お知らせ • Feb 14+ 1 more updateIntermestic Inc. Announces Dividend for the Fiscal Year Ended December 31, 2025, Payable on March 27, 2026; Provides Dividend Guidance for the Fiscal Year Ended December 31, 2026Intermestic Inc. announced dividend for the fiscal year ended December 31, 2025; Provides dividend guidance for the Fiscal Year Ended December 31, 2026. For the year, the company announced to pay a dividend of JPY 44.00 per share against JPY 40.20 per share a year ago. Scheduled date to commence dividend payments: Payable on March 27, 2026. For the year ending December 31, 2026, the company expected to pay JPY dividend of JPY 51.00 per share against JPY 44.00 per share a year ago.
お知らせ • Feb 13Intermestic Inc., Annual General Meeting, Mar 26, 2026Intermestic Inc., Annual General Meeting, Mar 26, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
分析記事 • Dec 12Intermestic (TSE:262A) Is Increasing Its Dividend To ¥44.00Intermestic Inc.'s ( TSE:262A ) dividend will be increasing from last year's payment of the same period to ¥44.00 on...
お知らせ • Dec 03Intermestic Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026Intermestic Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026
分析記事 • Nov 28Intermestic (TSE:262A) Will Pay A Larger Dividend Than Last Year At ¥44.00Intermestic Inc.'s ( TSE:262A ) dividend will be increasing from last year's payment of the same period to ¥44.00 on...
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: JP¥56.24 (vs JP¥7.57 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥56.24 (up from JP¥7.57 loss in 3Q 2024). Revenue: JP¥14.4b (up 28% from 3Q 2024). Net income: JP¥1.72b (up JP¥1.94b from 3Q 2024). Profit margin: 12% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan.
Buy Or Sell Opportunity • Oct 01Now 20% undervaluedOver the last 90 days, the stock has risen 67% to JP¥2,726. The fair value is estimated to be JP¥3,411, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last year. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
お知らせ • Sep 27Intermestic Inc. to Report Q3, 2025 Results on Nov 11, 2025Intermestic Inc. announced that they will report Q3, 2025 results on Nov 11, 2025
お知らせ • Sep 04Intermestic Inc. (TSE:262A) agreed to acquire Horus Co., Ltd. from M3, Inc. (TSE:2413), NIC Fund II Cayman, LP, Camellia Fund 2 Cayman L.P., Kerasus Fund 2 Cayman L.P., Wisteria Fund II Cayman, LP and Horus IE Limited Liability Partnership for ¥19.1 billion.Intermestic Inc. (TSE:262A) agreed to acquire Horus Co., Ltd. from M3, Inc. (TSE:2413), NIC Fund II Cayman, LP, Camellia Fund 2 Cayman L.P., Kerasus Fund 2 Cayman L.P., Wisteria Fund II Cayman, LP and Horus IE Limited Liability Partnership for ¥19.1 billion on September 2, 2025. A cash consideration of ¥19.08 billion will be paid by Intermestic Inc. As part of consideration, ¥19.08 billion is paid towards common equity of Horus Co., Ltd. The transaction will be financed through senior debt of ¥18 billion. For the period ending April 30, 2025, Horus Co., Ltd. reported total revenue of ¥28.19 billion and EBIT of ¥1.84 billion. As of April 30, 2025, Horus Co., Ltd. reported total assets of ¥19.95 billion and total common equity of ¥4.42 billion. The expected completion of the transaction is October 1, 2025.
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥3,120, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,420 per share.
Buy Or Sell Opportunity • Aug 22Now 22% undervaluedOver the last 90 days, the stock has risen 33% to JP¥2,675. The fair value is estimated to be JP¥3,445, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last year. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
Declared Dividend • Aug 11Dividend of JP¥42.90 announcedShareholders will receive a dividend of JP¥42.90. Ex-date: 29th December 2025 Payment date: 30th March 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (27% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: JP¥39.84 (vs JP¥14.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥39.84 (up from JP¥14.10 in 2Q 2024). Revenue: JP¥12.3b (up 25% from 2Q 2024). Net income: JP¥1.22b (up 304% from 2Q 2024). Profit margin: 9.9% (up from 3.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,420, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,420 per share.
分析記事 • Aug 04Intermestic Inc.'s (TSE:262A) Intrinsic Value Is Potentially 51% Above Its Share PriceKey Insights Intermestic's estimated fair value is JP¥3,379 based on 2 Stage Free Cash Flow to Equity Current share...
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,950, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,411 per share.
お知らせ • Jun 27Intermestic Inc. to Report Q2, 2025 Results on Aug 08, 2025Intermestic Inc. announced that they will report Q2, 2025 results on Aug 08, 2025
Board Change • Jun 06Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Outside Independent Director Hitoshi Hasegawa 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.
お知らせ • Mar 07Intermestic Inc. to Report Q1, 2025 Results on May 13, 2025Intermestic Inc. announced that they will report Q1, 2025 results on May 13, 2025
Reported Earnings • Feb 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥151 (up from JP¥120 in FY 2023). Revenue: JP¥44.8b (up 13% from FY 2023). Net income: JP¥3.52b (up 37% from FY 2023). Profit margin: 7.8% (up from 6.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan.
お知らせ • Feb 15Intermestic Inc., Annual General Meeting, Mar 27, 2025Intermestic Inc., Annual General Meeting, Mar 27, 2025.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,136, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Japan.
お知らせ • Dec 26Intermestic Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending December 31, 2024Intermestic Inc. provided year-end dividend guidance for the Fiscal year ending December 31, 2024. For the period, the company expects dividend of JPY 27.86 per share.
お知らせ • Dec 24Intermestic Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2024Intermestic Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2024. For the fiscal year ending December 31, 2024, the company expects net sales of JPY 43,489 million. Operating profit of JPY 4,206 million. Profit attributable to owners of the parent JPY 2,720 million. Basic earnings per share JPY 118.00.
お知らせ • Dec 03Intermestic Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025Intermestic Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,535, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Specialty Retail industry in Japan.
お知らせ • Oct 22Intermestic Inc. to Report Q3, 2024 Results on Nov 12, 2024Intermestic Inc. announced that they will report Q3, 2024 results on Nov 12, 2024
お知らせ • Oct 18Intermestic Inc. has completed an IPO in the amount of ¥17.47686 billion.Intermestic Inc. has completed an IPO in the amount of ¥17.47686 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 7,880,000 Price\Range: ¥1630 Discount Per Security: ¥97.8 Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,842,000 Price\Range: ¥1630 Discount Per Security: ¥97.8 Transaction Features: ESOP Related Offering
Board Change • Oct 18Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Outside Independent Director Hitoshi Hasegawa 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.