View ValuationNAFCO 将来の成長Future 基準チェック /06現在、 NAFCOの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Specialty Retail 収益成長9.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Oct 29NAFCO Co., Ltd. Provides Earnings Guidance for the Full Year Ending March 31, 2024NAFCO Co., Ltd. provided earnings guidance for the full year ending March 31, 2024. For the year ending March 2024, the company expects net sales of JPY 200,000 million and operating profit of JPY 7,000 million, profit of JPY 4,120 million and basic earnings per share of JPY 144.24.すべての更新を表示Recent updatesお知らせ • Jun 03NAFCO Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026NAFCO Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026分析記事 • May 18NAFCO (TSE:2790) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from NAFCO Co., Ltd. ( TSE:2790 ) despite the...Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥9.07 (vs JP¥6.92 in FY 2025)Full year 2026 results: EPS: JP¥9.07 (up from JP¥6.92 in FY 2025). Revenue: JP¥175.3b (down 3.6% from FY 2025). Net income: JP¥223.0m (up 22% from FY 2025). Profit margin: 0.1% (in line with FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • May 08+ 1 more updateNAFCO Co., Ltd., Annual General Meeting, Jun 25, 2026NAFCO Co., Ltd., Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥28.11 (vs JP¥29.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.11 (down from JP¥29.20 in 3Q 2025). Revenue: JP¥46.2b (down 2.1% from 3Q 2025). Net income: JP¥691.0m (down 12% from 3Q 2025). Profit margin: 1.5% (down from 1.7% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.お知らせ • Dec 13NAFCO Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026NAFCO Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026Declared Dividend • Dec 02First half dividend of JP¥29.00 announcedDividend of JP¥29.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth 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.分析記事 • Nov 16NAFCO's (TSE:2790) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern NAFCO Co., Ltd.'s ( TSE:2790 ) shareholders over the last week. Our analysis...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥1.91 (vs JP¥23.04 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥1.91 (up from JP¥23.04 loss in 2Q 2025). Revenue: JP¥43.9b (down 8.4% from 2Q 2025). Net income: JP¥47.0m (up JP¥664.0m from 2Q 2025). Profit margin: 0.1% (up from net loss in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.お知らせ • Sep 23NAFCO Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025NAFCO Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥31.16 (vs JP¥35.96 in 1Q 2025)First quarter 2026 results: EPS: JP¥31.16 (down from JP¥35.96 in 1Q 2025). Revenue: JP¥47.1b (down 3.3% from 1Q 2025). Net income: JP¥766.0m (down 21% from 1Q 2025). Profit margin: 1.6% (down from 2.0% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedDividend of JP¥29.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth 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.お知らせ • Jun 03NAFCO Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025NAFCO Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025分析記事 • May 16There May Be Reason For Hope In NAFCO's (TSE:2790) Disappointing EarningsInvestors were disappointed with the weak earnings posted by NAFCO Co., Ltd. ( TSE:2790 ). However, our analysis...Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥6.92 (vs JP¥110 in FY 2024)Full year 2025 results: EPS: JP¥6.92 (down from JP¥110 in FY 2024). Revenue: JP¥181.9b (down 5.5% from FY 2024). Net income: JP¥183.0m (down 94% from FY 2024). Profit margin: 0.1% (down from 1.6% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • May 09NAFCO Co., Ltd., Annual General Meeting, Jun 26, 2025NAFCO Co., Ltd., Annual General Meeting, Jun 26, 2025.Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 2.6% to JP¥1,841. The fair value is estimated to be JP¥1,528, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 54%.お知らせ • Mar 22NAFCO Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025NAFCO Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).Buy Or Sell Opportunity • Feb 27Now 21% overvaluedOver the last 90 days, the stock has fallen 6.6% to JP¥1,828. The fair value is estimated to be JP¥1,508, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 54%.お知らせ • Feb 16NAFCO Co., Ltd. (TSE:2790) announces an Equity Buyback for 2,200,000 shares, representing 8.22% for ¥4,061.2 million.NAFCO Co., Ltd. (TSE:2790) announces a share repurchase program. Under the program, the company will repurchase up to 2,200,000 shares, representing 8.22% of its issued share capital (excluding treasury stock), for a total purchase price of ¥4,061.20 million. The shares will be repurchased at a price of ¥1,846 per share. The purpose of the program is to carry out a flexible capital policy in response to changes in the business environment and as part of shareholder returns. As of February 14, 2025, the company has 26,776,377 issued shares (excluding treasury stock) and 3,008,023 treasury shares.Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥29.20 (vs JP¥36.73 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.20 (down from JP¥36.73 in 3Q 2024). Revenue: JP¥47.2b (down 7.7% from 3Q 2024). Net income: JP¥782.0m (down 26% from 3Q 2024). Profit margin: 1.7% (down from 2.1% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Dec 03NAFCO Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025NAFCO Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025分析記事 • Nov 03NAFCO's (TSE:2790) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by NAFCO Co., Ltd. ( TSE:2790 ). Despite the soft profit...Reported Earnings • Oct 26Second quarter 2025 earnings released: JP¥23.04 loss per share (vs JP¥30.39 profit in 2Q 2024)Second quarter 2025 results: JP¥23.04 loss per share (down from JP¥30.39 profit in 2Q 2024). Revenue: JP¥47.9b (down 2.9% from 2Q 2024). Net loss: JP¥617.0m (down 171% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. The average dividend yield among industry peers is 1.4%.お知らせ • Aug 30NAFCO Co., Ltd. to Report Q2, 2025 Results on Oct 25, 2024NAFCO Co., Ltd. announced that they will report Q2, 2025 results on Oct 25, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥35.96 (vs JP¥56.68 in 1Q 2024)First quarter 2025 results: EPS: JP¥35.96 (down from JP¥56.68 in 1Q 2024). Revenue: JP¥48.7b (down 6.0% from 1Q 2024). Net income: JP¥963.0m (down 41% from 1Q 2024). Profit margin: 2.0% (down from 3.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Jun 26NAFCO Co., Ltd. to Report Q1, 2025 Results on Jul 26, 2024NAFCO Co., Ltd. announced that they will report Q1, 2025 results on Jul 26, 2024分析記事 • May 03NAFCO's (TSE:2790) Conservative Accounting Might Explain Soft EarningsThe market for NAFCO Co., Ltd.'s ( TSE:2790 ) shares didn't move much after it posted weak earnings recently. We think...Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥110 (vs JP¥197 in FY 2023)Full year 2024 results: EPS: JP¥110 (down from JP¥197 in FY 2023). Revenue: JP¥192.4b (down 5.0% from FY 2023). Net income: JP¥3.11b (down 45% from FY 2023). Profit margin: 1.6% (down from 2.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Apr 29NAFCO Co., Ltd., Annual General Meeting, Jun 27, 2024NAFCO Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • Apr 28+ 2 more updatesNAFCO Co., Ltd. Announces Dividend for the Year Ended March 2024, Payable on June 28, 2024NAFCO Co., Ltd. announced dividend of JPY 29.00 for the year ended March 2024 against JPY 28.00 per share paid an year ago. Dividend is payable on June 28, 2024.Upcoming Dividend • Mar 21Inaugural dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. This is the first dividend for NAFCO since going public. The average dividend yield among industry peers is 1.3%.お知らせ • Mar 07NAFCO Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024NAFCO Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024Reported Earnings • Jan 27Third quarter 2024 earnings released: EPS: JP¥36.73 (vs JP¥64.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥36.73 (down from JP¥64.53 in 3Q 2023). Revenue: JP¥51.2b (down 6.6% from 3Q 2023). Net income: JP¥1.05b (down 43% from 3Q 2023). Profit margin: 2.1% (down from 3.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jan 27Nafco Co., Ltd. Provides Year End Dividend Guidance for the Year Ending March 2024NAFCO Co., Ltd. provides Dividend Guidance for the Year Ending March 2024. For the year, the company expects to pay year end dividend of JPY 29.00 per share compared to JPY 28.00 per share paid a year ago.Buy Or Sell Opportunity • Jan 26Now 20% undervaluedOver the last 90 days, the stock has risen 15% to JP¥2,126. The fair value is estimated to be JP¥2,661, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 30%.お知らせ • Nov 29NAFCO Co., Ltd. to Report Q3, 2024 Results on Jan 26, 2024NAFCO Co., Ltd. announced that they will report Q3, 2024 results on Jan 26, 2024Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥30.39 (vs JP¥50.31 in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.39 (down from JP¥50.31 in 2Q 2023). Revenue: JP¥49.4b (down 2.7% from 2Q 2023). Net income: JP¥868.0m (down 40% from 2Q 2023). Profit margin: 1.8% (down from 2.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Oct 29NAFCO Co., Ltd. Provides Earnings Guidance for the Full Year Ending March 31, 2024NAFCO Co., Ltd. provided earnings guidance for the full year ending March 31, 2024. For the year ending March 2024, the company expects net sales of JPY 200,000 million and operating profit of JPY 7,000 million, profit of JPY 4,120 million and basic earnings per share of JPY 144.24.お知らせ • Sep 23NAFCO Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023NAFCO Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023Upcoming Dividend • Sep 21Inaugural dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. This is the first dividend for NAFCO since going public. The average dividend yield among industry peers is 1.4%.New Risk • Jul 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 3.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥56.68 (vs JP¥96.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥56.68 (down from JP¥96.84 in 1Q 2023). Revenue: JP¥51.8b (down 4.1% from 1Q 2023). Net income: JP¥1.62b (down 42% from 1Q 2023). Profit margin: 3.1% (down from 5.1% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Jun 01NAFCO Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023NAFCO Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥197 (vs JP¥279 in FY 2022)Full year 2023 results: EPS: JP¥197 (down from JP¥279 in FY 2022). Revenue: JP¥202.6b (down 2.0% from FY 2022). Net income: JP¥5.64b (down 29% from FY 2022). Profit margin: 2.8% (down from 3.8% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.5%.Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: JP¥64.52 (vs JP¥95.02 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.52 (down from JP¥95.02 in 3Q 2022). Revenue: JP¥54.8b (up 1.2% from 3Q 2022). Net income: JP¥1.84b (down 32% from 3Q 2022). Profit margin: 3.4% (down from 5.0% 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 2% per year whereas the company’s share price has increased by 6% per year.お知らせ • Jan 28+ 1 more updateNAFCO Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023NAFCO Co., Ltd. provided dividend guidance for the Fiscal Year Ending March 31, 2023. For the year, the company expects dividend of JPY 28.00 per share against JPY 28.00 per share a year ago.お知らせ • Dec 07NAFCO Co., Ltd. to Report Q3, 2023 Results on Jan 27, 2023NAFCO Co., Ltd. announced that they will report Q3, 2023 results on Jan 27, 2023Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥50.31 (vs JP¥60.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥50.31 (down from JP¥60.01 in 2Q 2022). Revenue: JP¥50.8b (down 2.0% from 2Q 2022). Net income: JP¥1.44b (down 16% from 2Q 2022). Profit margin: 2.8% (down from 3.3% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. The company last paid an ordinary dividend in November 2011. The average dividend yield among industry peers is 1.5%.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥96.84 (vs JP¥98.63 in 1Q 2022)First quarter 2023 results: EPS: JP¥96.84 (down from JP¥98.63 in 1Q 2022). Revenue: JP¥54.0b (down 4.0% from 1Q 2022). Net income: JP¥2.77b (down 1.8% from 1Q 2022). Profit margin: 5.1% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥279 (vs JP¥409 in FY 2021)Full year 2022 results: EPS: JP¥279 (down from JP¥409 in FY 2021). Revenue: JP¥206.9b (down 12% from FY 2021). Net income: JP¥7.96b (down 32% from FY 2021). Profit margin: 3.8% (down from 5.0% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥95.02 (down from JP¥109 in 3Q 2021). Revenue: JP¥54.1b (down 9.9% from 3Q 2021). Net income: JP¥2.71b (down 12% from 3Q 2021). Profit margin: 5.0% (down from 5.2% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Oct 24Second quarter 2022 earnings released: EPS JP¥60.01 (vs JP¥131 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥51.8b (down 16% from 2Q 2021). Net income: JP¥1.71b (down 54% from 2Q 2021). Profit margin: 3.3% (down from 6.1% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Reported Earnings • Jul 23First quarter 2022 earnings released: EPS JP¥98.63 (vs JP¥165 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥56.3b (down 14% from 1Q 2021). Net income: JP¥2.82b (down 40% from 1Q 2021). Profit margin: 5.0% (down from 7.2% in 1Q 2021). The decrease in margin was driven by lower revenue. 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 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥409 (vs JP¥173 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥234.6b (up 7.7% from FY 2020). Net income: JP¥11.7b (up 137% from FY 2020). Profit margin: 5.0% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 12Here's Why NAFCO (TYO:2790) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Mar 23Inaugural dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.1%.Is New 90 Day High Low • Mar 10New 90-day high: JP¥2,138The company is up 3.0% from its price of JP¥2,072 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 4.0% over the same period.分析記事 • Mar 08What Do The Returns At NAFCO (TYO:2790) Mean Going Forward?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Feb 18Here's Why I Think NAFCO (TYO:2790) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥109 (vs JP¥53.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥60.0b (up 8.5% from 3Q 2020). Net income: JP¥3.10b (up 102% from 3Q 2020). Profit margin: 5.2% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 31The NAFCO (TYO:2790) Share Price Has Gained 41% And Shareholders Are Hoping For MoreIt hasn't been the best quarter for NAFCO Co., Ltd. ( TYO:2790 ) shareholders, since the share price has fallen 14% in...分析記事 • Jan 12These 4 Measures Indicate That NAFCO (TYO:2790) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Is New 90 Day High Low • Dec 22New 90-day low: JP¥2,007The company is down 19% from its price of JP¥2,468 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 12% over the same period.分析記事 • Dec 20Do Institutions Own NAFCO Co., Ltd. (TYO:2790) Shares?A look at the shareholders of NAFCO Co., Ltd. ( TYO:2790 ) can tell us which group is most powerful. Generally...お知らせ • Dec 05NAFCO Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021NAFCO Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021Is New 90 Day High Low • Dec 04New 90-day low: JP¥2,105The company is down 8.0% from its price of JP¥2,288 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period.分析記事 • Dec 03Here’s What’s Happening With Returns At NAFCO (TYO:2790)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Reported Earnings • Nov 10Second quarter 2021 earnings released: EPS JP¥131The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥61.7b (up 7.6% from 2Q 2020). Net income: JP¥3.74b (up 188% from 2Q 2020). Profit margin: 6.1% (up from 2.3% in 2Q 2020). 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 only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 02Second quarter 2021 earnings released: EPS JP¥131The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥61.7b (up 7.6% from 2Q 2020). Net income: JP¥3.74b (up 188% from 2Q 2020). Profit margin: 6.1% (up from 2.3% in 2Q 2020). 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 only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming Dividend of JP¥20.00 Per ShareWill be paid on the 6th of December to those who are registered shareholders by the 29th of September. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.3%.Is New 90 Day High Low • Sep 18New 90-day high: JP¥2,375The company is up 77% from its price of JP¥1,339 on 19 June 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 3.0% over the same period.お知らせ • Sep 04NAFCO Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020NAFCO Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、NAFCO は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:2790 - 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3/31/2026175,272223-3,0683,064N/A12/31/2025175,238559N/AN/AN/A9/30/2025176,206650-8,025158N/A6/30/2025180,224-14N/AN/AN/A3/31/2025181,850183-6,501-709N/A12/31/2024183,912699N/AN/AN/A9/30/2024187,8739661,6776,016N/A6/30/2024189,3222,451N/AN/AN/A3/31/2024192,4473,1074,1439,167N/A12/31/2023195,4173,129N/AN/AN/A9/30/2023199,0343,9235,2719,411N/A6/30/2023200,4104,492N/AN/AN/A3/31/2023202,6425,6396,4719,656N/A12/31/2022204,2336,762N/AN/AN/A9/30/2022203,5607,6337,1409,731N/A6/30/2022204,6047,910N/AN/AN/A3/31/2022206,8777,961-2,3781,180N/A12/31/2021209,9177,369N/AN/AN/A9/30/2021215,8487,754-2,0982,416N/A6/30/2021225,7569,783N/AN/AN/A3/31/2021234,57811,68820,82424,781N/A12/31/2020233,66211,689N/AN/AN/A9/30/2020228,94110,12620,04024,708N/A6/30/2020224,5777,681N/AN/AN/A3/31/2020217,7534,9416,56111,885N/A12/31/2019219,3384,986N/AN/AN/A9/30/2019223,6555,244N/A10,461N/A6/30/2019222,6784,884N/AN/AN/A3/31/2019223,2464,518N/A7,115N/A12/31/2018223,1133,796N/AN/AN/A9/30/2018223,4443,788N/A9,039N/A6/30/2018223,5554,033N/AN/AN/A3/31/2018225,5114,380N/A12,696N/A12/31/2017227,4294,605N/AN/AN/A9/30/2017229,1634,864N/A15,649N/A6/30/2017230,1024,839N/AN/AN/A3/31/2017231,0404,358N/A15,249N/A12/31/2016231,3034,759N/AN/AN/A9/30/2016231,7604,652N/A13,756N/A6/30/2016232,3134,774N/AN/AN/A3/31/2016229,9085,203N/A15,404N/A12/31/2015227,2674,779N/AN/AN/A9/30/2015225,0924,675N/A14,945N/A6/30/2015223,0724,133N/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: 2790の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 2790の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 2790の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 2790の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 2790の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 2790の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/06/19 02:31終値2026/06/19 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク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NAFCO Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Fumihiko ShimizuDaiwa Securities Co. Ltd.
お知らせ • Oct 29NAFCO Co., Ltd. Provides Earnings Guidance for the Full Year Ending March 31, 2024NAFCO Co., Ltd. provided earnings guidance for the full year ending March 31, 2024. For the year ending March 2024, the company expects net sales of JPY 200,000 million and operating profit of JPY 7,000 million, profit of JPY 4,120 million and basic earnings per share of JPY 144.24.
お知らせ • Jun 03NAFCO Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026NAFCO Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
分析記事 • May 18NAFCO (TSE:2790) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from NAFCO Co., Ltd. ( TSE:2790 ) despite the...
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥9.07 (vs JP¥6.92 in FY 2025)Full year 2026 results: EPS: JP¥9.07 (up from JP¥6.92 in FY 2025). Revenue: JP¥175.3b (down 3.6% from FY 2025). Net income: JP¥223.0m (up 22% from FY 2025). Profit margin: 0.1% (in line with FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • May 08+ 1 more updateNAFCO Co., Ltd., Annual General Meeting, Jun 25, 2026NAFCO Co., Ltd., Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥28.11 (vs JP¥29.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.11 (down from JP¥29.20 in 3Q 2025). Revenue: JP¥46.2b (down 2.1% from 3Q 2025). Net income: JP¥691.0m (down 12% from 3Q 2025). Profit margin: 1.5% (down from 1.7% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 13NAFCO Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026NAFCO Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
Declared Dividend • Dec 02First half dividend of JP¥29.00 announcedDividend of JP¥29.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth 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.
分析記事 • Nov 16NAFCO's (TSE:2790) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern NAFCO Co., Ltd.'s ( TSE:2790 ) shareholders over the last week. Our analysis...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥1.91 (vs JP¥23.04 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥1.91 (up from JP¥23.04 loss in 2Q 2025). Revenue: JP¥43.9b (down 8.4% from 2Q 2025). Net income: JP¥47.0m (up JP¥664.0m from 2Q 2025). Profit margin: 0.1% (up from net loss in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 23NAFCO Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025NAFCO Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥31.16 (vs JP¥35.96 in 1Q 2025)First quarter 2026 results: EPS: JP¥31.16 (down from JP¥35.96 in 1Q 2025). Revenue: JP¥47.1b (down 3.3% from 1Q 2025). Net income: JP¥766.0m (down 21% from 1Q 2025). Profit margin: 1.6% (down from 2.0% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedDividend of JP¥29.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth 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.
お知らせ • Jun 03NAFCO Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025NAFCO Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
分析記事 • May 16There May Be Reason For Hope In NAFCO's (TSE:2790) Disappointing EarningsInvestors were disappointed with the weak earnings posted by NAFCO Co., Ltd. ( TSE:2790 ). However, our analysis...
Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥6.92 (vs JP¥110 in FY 2024)Full year 2025 results: EPS: JP¥6.92 (down from JP¥110 in FY 2024). Revenue: JP¥181.9b (down 5.5% from FY 2024). Net income: JP¥183.0m (down 94% from FY 2024). Profit margin: 0.1% (down from 1.6% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • May 09NAFCO Co., Ltd., Annual General Meeting, Jun 26, 2025NAFCO Co., Ltd., Annual General Meeting, Jun 26, 2025.
Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 2.6% to JP¥1,841. The fair value is estimated to be JP¥1,528, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 54%.
お知らせ • Mar 22NAFCO Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025NAFCO Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
Buy Or Sell Opportunity • Feb 27Now 21% overvaluedOver the last 90 days, the stock has fallen 6.6% to JP¥1,828. The fair value is estimated to be JP¥1,508, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 54%.
お知らせ • Feb 16NAFCO Co., Ltd. (TSE:2790) announces an Equity Buyback for 2,200,000 shares, representing 8.22% for ¥4,061.2 million.NAFCO Co., Ltd. (TSE:2790) announces a share repurchase program. Under the program, the company will repurchase up to 2,200,000 shares, representing 8.22% of its issued share capital (excluding treasury stock), for a total purchase price of ¥4,061.20 million. The shares will be repurchased at a price of ¥1,846 per share. The purpose of the program is to carry out a flexible capital policy in response to changes in the business environment and as part of shareholder returns. As of February 14, 2025, the company has 26,776,377 issued shares (excluding treasury stock) and 3,008,023 treasury shares.
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥29.20 (vs JP¥36.73 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.20 (down from JP¥36.73 in 3Q 2024). Revenue: JP¥47.2b (down 7.7% from 3Q 2024). Net income: JP¥782.0m (down 26% from 3Q 2024). Profit margin: 1.7% (down from 2.1% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Dec 03NAFCO Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025NAFCO Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
分析記事 • Nov 03NAFCO's (TSE:2790) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by NAFCO Co., Ltd. ( TSE:2790 ). Despite the soft profit...
Reported Earnings • Oct 26Second quarter 2025 earnings released: JP¥23.04 loss per share (vs JP¥30.39 profit in 2Q 2024)Second quarter 2025 results: JP¥23.04 loss per share (down from JP¥30.39 profit in 2Q 2024). Revenue: JP¥47.9b (down 2.9% from 2Q 2024). Net loss: JP¥617.0m (down 171% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. The average dividend yield among industry peers is 1.4%.
お知らせ • Aug 30NAFCO Co., Ltd. to Report Q2, 2025 Results on Oct 25, 2024NAFCO Co., Ltd. announced that they will report Q2, 2025 results on Oct 25, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥35.96 (vs JP¥56.68 in 1Q 2024)First quarter 2025 results: EPS: JP¥35.96 (down from JP¥56.68 in 1Q 2024). Revenue: JP¥48.7b (down 6.0% from 1Q 2024). Net income: JP¥963.0m (down 41% from 1Q 2024). Profit margin: 2.0% (down from 3.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Jun 26NAFCO Co., Ltd. to Report Q1, 2025 Results on Jul 26, 2024NAFCO Co., Ltd. announced that they will report Q1, 2025 results on Jul 26, 2024
分析記事 • May 03NAFCO's (TSE:2790) Conservative Accounting Might Explain Soft EarningsThe market for NAFCO Co., Ltd.'s ( TSE:2790 ) shares didn't move much after it posted weak earnings recently. We think...
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥110 (vs JP¥197 in FY 2023)Full year 2024 results: EPS: JP¥110 (down from JP¥197 in FY 2023). Revenue: JP¥192.4b (down 5.0% from FY 2023). Net income: JP¥3.11b (down 45% from FY 2023). Profit margin: 1.6% (down from 2.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Apr 29NAFCO Co., Ltd., Annual General Meeting, Jun 27, 2024NAFCO Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • Apr 28+ 2 more updatesNAFCO Co., Ltd. Announces Dividend for the Year Ended March 2024, Payable on June 28, 2024NAFCO Co., Ltd. announced dividend of JPY 29.00 for the year ended March 2024 against JPY 28.00 per share paid an year ago. Dividend is payable on June 28, 2024.
Upcoming Dividend • Mar 21Inaugural dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. This is the first dividend for NAFCO since going public. The average dividend yield among industry peers is 1.3%.
お知らせ • Mar 07NAFCO Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024NAFCO Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024
Reported Earnings • Jan 27Third quarter 2024 earnings released: EPS: JP¥36.73 (vs JP¥64.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥36.73 (down from JP¥64.53 in 3Q 2023). Revenue: JP¥51.2b (down 6.6% from 3Q 2023). Net income: JP¥1.05b (down 43% from 3Q 2023). Profit margin: 2.1% (down from 3.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jan 27Nafco Co., Ltd. Provides Year End Dividend Guidance for the Year Ending March 2024NAFCO Co., Ltd. provides Dividend Guidance for the Year Ending March 2024. For the year, the company expects to pay year end dividend of JPY 29.00 per share compared to JPY 28.00 per share paid a year ago.
Buy Or Sell Opportunity • Jan 26Now 20% undervaluedOver the last 90 days, the stock has risen 15% to JP¥2,126. The fair value is estimated to be JP¥2,661, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 30%.
お知らせ • Nov 29NAFCO Co., Ltd. to Report Q3, 2024 Results on Jan 26, 2024NAFCO Co., Ltd. announced that they will report Q3, 2024 results on Jan 26, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥30.39 (vs JP¥50.31 in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.39 (down from JP¥50.31 in 2Q 2023). Revenue: JP¥49.4b (down 2.7% from 2Q 2023). Net income: JP¥868.0m (down 40% from 2Q 2023). Profit margin: 1.8% (down from 2.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 29NAFCO Co., Ltd. Provides Earnings Guidance for the Full Year Ending March 31, 2024NAFCO Co., Ltd. provided earnings guidance for the full year ending March 31, 2024. For the year ending March 2024, the company expects net sales of JPY 200,000 million and operating profit of JPY 7,000 million, profit of JPY 4,120 million and basic earnings per share of JPY 144.24.
お知らせ • Sep 23NAFCO Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023NAFCO Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023
Upcoming Dividend • Sep 21Inaugural dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. This is the first dividend for NAFCO since going public. The average dividend yield among industry peers is 1.4%.
New Risk • Jul 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 3.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥56.68 (vs JP¥96.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥56.68 (down from JP¥96.84 in 1Q 2023). Revenue: JP¥51.8b (down 4.1% from 1Q 2023). Net income: JP¥1.62b (down 42% from 1Q 2023). Profit margin: 3.1% (down from 5.1% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Jun 01NAFCO Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023NAFCO Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥197 (vs JP¥279 in FY 2022)Full year 2023 results: EPS: JP¥197 (down from JP¥279 in FY 2022). Revenue: JP¥202.6b (down 2.0% from FY 2022). Net income: JP¥5.64b (down 29% from FY 2022). Profit margin: 2.8% (down from 3.8% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.5%.
Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: JP¥64.52 (vs JP¥95.02 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.52 (down from JP¥95.02 in 3Q 2022). Revenue: JP¥54.8b (up 1.2% from 3Q 2022). Net income: JP¥1.84b (down 32% from 3Q 2022). Profit margin: 3.4% (down from 5.0% 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 2% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Jan 28+ 1 more updateNAFCO Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023NAFCO Co., Ltd. provided dividend guidance for the Fiscal Year Ending March 31, 2023. For the year, the company expects dividend of JPY 28.00 per share against JPY 28.00 per share a year ago.
お知らせ • Dec 07NAFCO Co., Ltd. to Report Q3, 2023 Results on Jan 27, 2023NAFCO Co., Ltd. announced that they will report Q3, 2023 results on Jan 27, 2023
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥50.31 (vs JP¥60.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥50.31 (down from JP¥60.01 in 2Q 2022). Revenue: JP¥50.8b (down 2.0% from 2Q 2022). Net income: JP¥1.44b (down 16% from 2Q 2022). Profit margin: 2.8% (down from 3.3% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. The company last paid an ordinary dividend in November 2011. The average dividend yield among industry peers is 1.5%.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥96.84 (vs JP¥98.63 in 1Q 2022)First quarter 2023 results: EPS: JP¥96.84 (down from JP¥98.63 in 1Q 2022). Revenue: JP¥54.0b (down 4.0% from 1Q 2022). Net income: JP¥2.77b (down 1.8% from 1Q 2022). Profit margin: 5.1% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥279 (vs JP¥409 in FY 2021)Full year 2022 results: EPS: JP¥279 (down from JP¥409 in FY 2021). Revenue: JP¥206.9b (down 12% from FY 2021). Net income: JP¥7.96b (down 32% from FY 2021). Profit margin: 3.8% (down from 5.0% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥95.02 (down from JP¥109 in 3Q 2021). Revenue: JP¥54.1b (down 9.9% from 3Q 2021). Net income: JP¥2.71b (down 12% from 3Q 2021). Profit margin: 5.0% (down from 5.2% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Oct 24Second quarter 2022 earnings released: EPS JP¥60.01 (vs JP¥131 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥51.8b (down 16% from 2Q 2021). Net income: JP¥1.71b (down 54% from 2Q 2021). Profit margin: 3.3% (down from 6.1% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Jul 23First quarter 2022 earnings released: EPS JP¥98.63 (vs JP¥165 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥56.3b (down 14% from 1Q 2021). Net income: JP¥2.82b (down 40% from 1Q 2021). Profit margin: 5.0% (down from 7.2% in 1Q 2021). The decrease in margin was driven by lower revenue. 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 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥409 (vs JP¥173 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥234.6b (up 7.7% from FY 2020). Net income: JP¥11.7b (up 137% from FY 2020). Profit margin: 5.0% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 12Here's Why NAFCO (TYO:2790) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Mar 23Inaugural dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.1%.
Is New 90 Day High Low • Mar 10New 90-day high: JP¥2,138The company is up 3.0% from its price of JP¥2,072 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 4.0% over the same period.
分析記事 • Mar 08What Do The Returns At NAFCO (TYO:2790) Mean Going Forward?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 • Feb 18Here's Why I Think NAFCO (TYO:2790) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥109 (vs JP¥53.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥60.0b (up 8.5% from 3Q 2020). Net income: JP¥3.10b (up 102% from 3Q 2020). Profit margin: 5.2% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 31The NAFCO (TYO:2790) Share Price Has Gained 41% And Shareholders Are Hoping For MoreIt hasn't been the best quarter for NAFCO Co., Ltd. ( TYO:2790 ) shareholders, since the share price has fallen 14% in...
分析記事 • Jan 12These 4 Measures Indicate That NAFCO (TYO:2790) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Is New 90 Day High Low • Dec 22New 90-day low: JP¥2,007The company is down 19% from its price of JP¥2,468 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 12% over the same period.
分析記事 • Dec 20Do Institutions Own NAFCO Co., Ltd. (TYO:2790) Shares?A look at the shareholders of NAFCO Co., Ltd. ( TYO:2790 ) can tell us which group is most powerful. Generally...
お知らせ • Dec 05NAFCO Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021NAFCO Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021
Is New 90 Day High Low • Dec 04New 90-day low: JP¥2,105The company is down 8.0% from its price of JP¥2,288 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period.
分析記事 • Dec 03Here’s What’s Happening With Returns At NAFCO (TYO:2790)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Reported Earnings • Nov 10Second quarter 2021 earnings released: EPS JP¥131The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥61.7b (up 7.6% from 2Q 2020). Net income: JP¥3.74b (up 188% from 2Q 2020). Profit margin: 6.1% (up from 2.3% in 2Q 2020). 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 only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 02Second quarter 2021 earnings released: EPS JP¥131The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥61.7b (up 7.6% from 2Q 2020). Net income: JP¥3.74b (up 188% from 2Q 2020). Profit margin: 6.1% (up from 2.3% in 2Q 2020). 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 only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming Dividend of JP¥20.00 Per ShareWill be paid on the 6th of December to those who are registered shareholders by the 29th of September. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.3%.
Is New 90 Day High Low • Sep 18New 90-day high: JP¥2,375The company is up 77% from its price of JP¥1,339 on 19 June 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 3.0% over the same period.
お知らせ • Sep 04NAFCO Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020NAFCO Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020