Banners（3011）株式概要株式会社バナーズは、日本国内で不動産活用事業、楽器・自動車販売事業を行っている。 詳細3011 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績2/6財務の健全性3/6配当金3/6報酬株価収益率（ 11 x） JP市場（ 13.8 x）を下回っています。リスク分析負債は営業キャッシュフローで十分にカバーされていない JP市場と比較して、過去 3 か月間の株価の変動が非常に大きい3.36%の配当はフリーキャッシュフローで十分にカバーされていない 意味のある時価総額がありません ( ¥2B )すべてのリスクチェックを見る3011 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥149.0011.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-243m9b2016201920222025202620282031Revenue JP¥9.0bEarnings JP¥328.4mAdvancedSet Fair ValueView all narrativesBanners Co., Ltd. 競合他社CAPITASymbol: TSE:7462Market cap: JP¥2.2bTruck-OneSymbol: FKSE:3047Market cap: JP¥1.7bBuffaloLtdSymbol: TSE:3352Market cap: JP¥4.0bApple InternationalSymbol: TSE:2788Market cap: JP¥5.0b価格と性能株価の高値、安値、推移の概要Banners過去の株価現在の株価JP¥149.0052週高値JP¥265.0052週安値JP¥138.00ベータ-0.191ヶ月の変化-7.45%3ヶ月変化-3.87%1年変化4.20%3年間の変化10.37%5年間の変化25.21%IPOからの変化-98.02%最新ニュースReported Earnings • May 19Full year 2026 earnings released: EPS: JP¥13.52 (vs JP¥16.33 in FY 2025)Full year 2026 results: EPS: JP¥13.52 (down from JP¥16.33 in FY 2025). Revenue: JP¥5.65b (flat on FY 2025). Net income: JP¥207.0m (down 17% from FY 2025). Profit margin: 3.7% (down from 4.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Banners Co., Ltd., Annual General Meeting, Jun 29, 2026Banners Co., Ltd., Annual General Meeting, Jun 29, 2026.Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥152, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 39% over the past three years.Buy Or Sell Opportunity • Apr 24Now 41% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥190. The fair value is estimated to be JP¥135, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.New Risk • Mar 30New 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 8.5% 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: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (JP¥3.51b market cap, or US$22.0m).Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥180, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 49% over the past three years.最新情報をもっと見るRecent updatesReported Earnings • May 19Full year 2026 earnings released: EPS: JP¥13.52 (vs JP¥16.33 in FY 2025)Full year 2026 results: EPS: JP¥13.52 (down from JP¥16.33 in FY 2025). Revenue: JP¥5.65b (flat on FY 2025). Net income: JP¥207.0m (down 17% from FY 2025). Profit margin: 3.7% (down from 4.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Banners Co., Ltd., Annual General Meeting, Jun 29, 2026Banners Co., Ltd., Annual General Meeting, Jun 29, 2026.Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥152, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 39% over the past three years.Buy Or Sell Opportunity • Apr 24Now 41% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥190. The fair value is estimated to be JP¥135, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.New Risk • Mar 30New 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 8.5% 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: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (JP¥3.51b market cap, or US$22.0m).Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥180, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 49% over the past three years.Buy Or Sell Opportunity • Mar 23Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 3.9% to JP¥160. The fair value is estimated to be JP¥129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.Buy Or Sell Opportunity • Mar 05Now 21% overvaluedOver the last 90 days, the stock has fallen 3.8% to JP¥151. The fair value is estimated to be JP¥125, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥2.68 (vs JP¥4.05 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.68 (down from JP¥4.05 in 3Q 2025). Revenue: JP¥1.47b (down 8.3% from 3Q 2025). Net income: JP¥41.0m (down 34% from 3Q 2025). Profit margin: 2.8% (down from 3.9% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 08Banners (TSE:3011) Will Pay A Dividend Of ¥5.00Banners Co., Ltd. ( TSE:3011 ) will pay a dividend of ¥5.00 on the 30th of June. Based on this payment, the dividend...Declared Dividend • Jan 08Dividend of JP¥5.00 announcedDividend of JP¥5.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 38% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jan 07Banners Co., Ltd. announces Annual dividend, payable on June 30, 2026Banners Co., Ltd. announced Annual dividend of JPY 5.0000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.お知らせ • Nov 29Banners Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Banners Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥3.66 (vs JP¥3.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.66 (up from JP¥3.53 in 2Q 2025). Revenue: JP¥1.31b (up 5.9% from 2Q 2025). Net income: JP¥56.0m (up 3.7% from 2Q 2025). Profit margin: 4.3% (down from 4.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 01Banners Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Banners Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥2.87 (vs JP¥3.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.87 (down from JP¥3.33 in 1Q 2025). Revenue: JP¥1.16b (down 8.0% from 1Q 2025). Net income: JP¥44.0m (down 14% from 1Q 2025). Profit margin: 3.8% (down from 4.0% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.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: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥2.14b market cap, or US$14.6m).お知らせ • May 31Banners Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Banners Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥16.33 (vs JP¥11.98 in FY 2024)Full year 2025 results: EPS: JP¥16.33 (up from JP¥11.98 in FY 2024). Revenue: JP¥5.60b (up 20% from FY 2024). Net income: JP¥250.0m (up 36% from FY 2024). Profit margin: 4.5% (up from 3.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Banners Co., Ltd., Annual General Meeting, Jun 27, 2025Banners Co., Ltd., Annual General Meeting, Jun 27, 2025.分析記事 • May 09Banners Co., Ltd.'s (TSE:3011) Shares Leap 27% Yet They're Still Not Telling The Full StoryBanners Co., Ltd. ( TSE:3011 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...分析記事 • May 09A Piece Of The Puzzle Missing From Banners Co., Ltd.'s (TSE:3011) 27% Share Price ClimbBanners Co., Ltd. ( TSE:3011 ) shareholders would be excited to see that the share price has had a great month, posting...Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥160, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 15x in the Specialty Retail industry in Japan. Total returns to shareholders of 48% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 28 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Mar 04Banners Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Banners Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥4.05 (vs JP¥2.94 in 3Q 2024)Third quarter 2025 results: EPS: JP¥4.05 (up from JP¥2.94 in 3Q 2024). Revenue: JP¥1.60b (up 23% from 3Q 2024). Net income: JP¥62.0m (up 38% from 3Q 2024). Profit margin: 3.9% (up from 3.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 30Banners Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Banners Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025Reported Earnings • Nov 17Second quarter 2025 earnings released: EPS: JP¥3.53 (vs JP¥2.74 in 2Q 2024)Second quarter 2025 results: EPS: JP¥3.53 (up from JP¥2.74 in 2Q 2024). Revenue: JP¥1.24b (up 11% from 2Q 2024). Net income: JP¥54.0m (up 29% from 2Q 2024). Profit margin: 4.4% (up from 3.8% in 2Q 2024). The increase in margin was driven by higher 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 2% per year, which means it is significantly lagging earnings growth.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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥1.91b market cap, or US$13.6m).お知らせ • Aug 27Banners Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Banners Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥3.33 (vs JP¥1.55 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.33 (up from JP¥1.55 in 1Q 2024). Revenue: JP¥1.27b (up 37% from 1Q 2024). Net income: JP¥51.0m (up 113% from 1Q 2024). Profit margin: 4.0% (up from 2.6% in 1Q 2024). 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 2% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 06Return Trends At Banners (TSE:3011) Aren't AppealingThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥110, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Negligible returns to shareholders over past three years.お知らせ • Jun 02Banners Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Banners Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥11.98 (vs JP¥9.73 in FY 2023)Full year 2024 results: EPS: JP¥11.98 (up from JP¥9.73 in FY 2023). Revenue: JP¥4.68b (up 8.1% from FY 2023). Net income: JP¥184.0m (up 19% from FY 2023). Profit margin: 3.9% (up from 3.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Banners Co., Ltd., Annual General Meeting, Jun 27, 2024Banners Co., Ltd., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).お知らせ • Mar 02Banners Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Banners Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥2.94 (vs JP¥2.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.94 (up from JP¥2.20 in 3Q 2023). Revenue: JP¥1.30b (up 21% from 3Q 2023). Net income: JP¥45.0m (up 29% from 3Q 2023). Profit margin: 3.5% (up from 3.2% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 26Banners Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Banners Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥2.74 (vs JP¥1.88 in 2Q 2023)Second quarter 2024 results: EPS: JP¥2.74 (up from JP¥1.88 in 2Q 2023). Revenue: JP¥1.11b (up 7.0% from 2Q 2023). Net income: JP¥42.0m (up 40% from 2Q 2023). Profit margin: 3.8% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 27Banners Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Banners Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.55 (vs JP¥1.57 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.55 (down from JP¥1.57 in 1Q 2023). Revenue: JP¥923.0m (down 6.5% from 1Q 2023). Net income: JP¥24.0m (down 4.0% from 1Q 2023). Profit margin: 2.6% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • May 28Banners Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Banners Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023お知らせ • May 26Banners Co., Ltd. (TSE:3011) announces an Equity Buyback for 610,000 shares, representing 3.83% for ¥81.13 million.Banners Co., Ltd. (TSE:3011) announces a share repurchase program. Under the program, the company will repurchase up to 610,000 shares, representing 3.83% of its issued share capital for ¥81.13 million. The shares will be repurchased at a price of ¥133 per share. The purpose of the program is capital efficiency and enabling the execution of flexible capital policies. The program is valid till May 26, 2023. As of April 30, 2023, the company had 15,923,863 shares issued (excluding treasury stock) and 4,312,223 shares in treasury.Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥9.73 (vs JP¥8.77 in FY 2022)Full year 2023 results: EPS: JP¥9.73 (up from JP¥8.77 in FY 2022). Revenue: JP¥4.34b (up 11% from FY 2022). Net income: JP¥155.0m (up 9.9% from FY 2022). Profit margin: 3.6% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Banners Co., Ltd., Annual General Meeting, Jun 29, 2023Banners Co., Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥2.20 (vs JP¥1.31 in 3Q 2022)Third quarter 2023 results: EPS: JP¥2.20 (up from JP¥1.31 in 3Q 2022). Revenue: JP¥1.08b (up 4.5% from 3Q 2022). Net income: JP¥35.0m (up 67% from 3Q 2022). Profit margin: 3.2% (up from 2.0% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 27Banners Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Banners Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Outside Director Kiyoshi Imai was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥1.88 (vs JP¥0.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥1.88 (up from JP¥0.80 in 2Q 2022). Revenue: JP¥1.04b (up 12% from 2Q 2022). Net income: JP¥30.0m (up 131% from 2Q 2022). Profit margin: 2.9% (up from 1.4% 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 99% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 28Banners Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Banners Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥1.57 (vs JP¥0.25 in 1Q 2022)First quarter 2023 results: EPS: JP¥1.57 (up from JP¥0.25 in 1Q 2022). Revenue: JP¥987.0m (up 16% from 1Q 2022). Net income: JP¥25.0m (up JP¥21.0m from 1Q 2022). Profit margin: 2.5% (up from 0.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 30Banners Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Banners Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥8.77 (vs JP¥1.62 in FY 2021)Full year 2022 results: EPS: JP¥8.77 (up from JP¥1.62 in FY 2021). Revenue: JP¥3.92b (up 11% from FY 2021). Net income: JP¥141.0m (up 422% from FY 2021). Profit margin: 3.6% (up from 0.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Banners Co., Ltd., Annual General Meeting, Jun 29, 2022Banners Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Director Isao Ando was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Banners Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Banners Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥1.31 (up from JP¥0.84 in 3Q 2021). Revenue: JP¥1.03b (up 13% from 3Q 2021). Net income: JP¥21.0m (up 50% from 3Q 2021). Profit margin: 2.0% (up from 1.5% 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 34% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥0.80 (vs JP¥0.18 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥933.0m (up 11% from 2Q 2021). Net income: JP¥13.0m (up JP¥16.0m from 2Q 2021). Profit margin: 1.4% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥0.25 (vs JP¥2.75 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥854.0m (up 26% from 1Q 2021). Net income: JP¥4.00m (up JP¥50.0m from 1Q 2021). Profit margin: 0.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥1.62 (vs JP¥14.51 loss 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¥3.55b (down 10% from FY 2020). Net income: JP¥27.0m (up JP¥270.0m from FY 2020). Profit margin: 0.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).お知らせ • Mar 04Banners Co., Ltd. to Report Fiscal Year 2021 Results on May 13, 2021Banners Co., Ltd. announced that they will report fiscal year 2021 results on May 13, 2021Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥0.84 (vs JP¥0.30 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¥917.0m (up 32% from 3Q 2020). Net income: JP¥14.0m (up JP¥19.0m from 3Q 2020). Profit margin: 1.5% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Jan 19New 90-day high: JP¥123The company is up 12% from its price of JP¥110 on 21 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 30New 90-day high: JP¥121The company is up 4.0% from its price of JP¥116 on 30 September 2020. The Japanese market is up 12% 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.Is New 90 Day High Low • Dec 14New 90-day high: JP¥118The company is up 7.0% from its price of JP¥110 on 15 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.お知らせ • Sep 03Banners Co., Ltd. to Report Q2, 2021 Results on Nov 05, 2020Banners Co., Ltd. announced that they will report Q2, 2021 results on Nov 05, 2020株主還元3011JP Specialty RetailJP 市場7D-2.6%2.6%-0.5%1Y4.2%29.3%41.3%株主還元を見る業界別リターン: 3011過去 1 年間で29.3 % の収益を上げたJP Specialty Retail業界を下回りました。リターン対市場: 3011は、過去 1 年間で41.3 % のリターンを上げたJP市場を下回りました。価格変動Is 3011's price volatile compared to industry and market?3011 volatility3011 Average Weekly Movement13.7%Specialty Retail Industry Average Movement4.1%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 3011の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 3011の 週次ボラティリティ は、過去 1 年間で7%から14%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト195089Yuka Kobayashiwww.banners.jp株式会社バナーズは、日本国内において不動産活用事業、楽器・自動車販売事業を行っている。事業用不動産の賃貸、rzR-Vj、STEPWGN、VEZEL、FREED、FIT、Nシリーズなどのホンダ車の販売・サービス、保険サービスおよび関連損害保険商品の提供などを行っている。また、ダブルリード楽器専門店によるオーボエやファゴットの輸入販売、楽器顧客向けのメンテナンスやアフターサービスも行っている。同社は1950年に設立され、熊谷市に本社を置く。もっと見るBanners Co., Ltd. 基礎のまとめBanners の収益と売上を時価総額と比較するとどうか。3011 基礎統計学時価総額JP¥2.27b収益（TTM）JP¥207.00m売上高(TTM)JP¥5.65b11.0xPER（株価収益率0.4xP/Sレシオ3011 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3011 損益計算書（TTM）収益JP¥5.65b売上原価JP¥4.33b売上総利益JP¥1.33bその他の費用JP¥1.12b収益JP¥207.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）13.52グロス・マージン23.46%純利益率3.66%有利子負債／自己資本比率125.3%3011 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.4%現在の配当利回り34%配当性向3011 配当は確実ですか？3011 配当履歴とベンチマークを見る3011 、いつまでに購入すれば配当金を受け取れますか？Banners 配当日配当落ち日Mar 30 2026配当支払日Jun 30 2026配当落ちまでの日数53 days配当支払日までの日数39 days3011 配当は確実ですか？3011 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 09:34終値2026/05/22 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Banners 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。0
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥13.52 (vs JP¥16.33 in FY 2025)Full year 2026 results: EPS: JP¥13.52 (down from JP¥16.33 in FY 2025). Revenue: JP¥5.65b (flat on FY 2025). Net income: JP¥207.0m (down 17% from FY 2025). Profit margin: 3.7% (down from 4.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Banners Co., Ltd., Annual General Meeting, Jun 29, 2026Banners Co., Ltd., Annual General Meeting, Jun 29, 2026.
Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥152, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 39% over the past three years.
Buy Or Sell Opportunity • Apr 24Now 41% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥190. The fair value is estimated to be JP¥135, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.
New Risk • Mar 30New 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 8.5% 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: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (JP¥3.51b market cap, or US$22.0m).
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥180, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 49% over the past three years.
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥13.52 (vs JP¥16.33 in FY 2025)Full year 2026 results: EPS: JP¥13.52 (down from JP¥16.33 in FY 2025). Revenue: JP¥5.65b (flat on FY 2025). Net income: JP¥207.0m (down 17% from FY 2025). Profit margin: 3.7% (down from 4.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Banners Co., Ltd., Annual General Meeting, Jun 29, 2026Banners Co., Ltd., Annual General Meeting, Jun 29, 2026.
Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥152, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 39% over the past three years.
Buy Or Sell Opportunity • Apr 24Now 41% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥190. The fair value is estimated to be JP¥135, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.
New Risk • Mar 30New 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 8.5% 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: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (JP¥3.51b market cap, or US$22.0m).
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥180, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 49% over the past three years.
Buy Or Sell Opportunity • Mar 23Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 3.9% to JP¥160. The fair value is estimated to be JP¥129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.
Buy Or Sell Opportunity • Mar 05Now 21% overvaluedOver the last 90 days, the stock has fallen 3.8% to JP¥151. The fair value is estimated to be JP¥125, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥2.68 (vs JP¥4.05 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.68 (down from JP¥4.05 in 3Q 2025). Revenue: JP¥1.47b (down 8.3% from 3Q 2025). Net income: JP¥41.0m (down 34% from 3Q 2025). Profit margin: 2.8% (down from 3.9% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 08Banners (TSE:3011) Will Pay A Dividend Of ¥5.00Banners Co., Ltd. ( TSE:3011 ) will pay a dividend of ¥5.00 on the 30th of June. Based on this payment, the dividend...
Declared Dividend • Jan 08Dividend of JP¥5.00 announcedDividend of JP¥5.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 38% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 07Banners Co., Ltd. announces Annual dividend, payable on June 30, 2026Banners Co., Ltd. announced Annual dividend of JPY 5.0000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.
お知らせ • Nov 29Banners Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Banners Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥3.66 (vs JP¥3.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.66 (up from JP¥3.53 in 2Q 2025). Revenue: JP¥1.31b (up 5.9% from 2Q 2025). Net income: JP¥56.0m (up 3.7% from 2Q 2025). Profit margin: 4.3% (down from 4.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 01Banners Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Banners Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥2.87 (vs JP¥3.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.87 (down from JP¥3.33 in 1Q 2025). Revenue: JP¥1.16b (down 8.0% from 1Q 2025). Net income: JP¥44.0m (down 14% from 1Q 2025). Profit margin: 3.8% (down from 4.0% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
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: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥2.14b market cap, or US$14.6m).
お知らせ • May 31Banners Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Banners Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥16.33 (vs JP¥11.98 in FY 2024)Full year 2025 results: EPS: JP¥16.33 (up from JP¥11.98 in FY 2024). Revenue: JP¥5.60b (up 20% from FY 2024). Net income: JP¥250.0m (up 36% from FY 2024). Profit margin: 4.5% (up from 3.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Banners Co., Ltd., Annual General Meeting, Jun 27, 2025Banners Co., Ltd., Annual General Meeting, Jun 27, 2025.
分析記事 • May 09Banners Co., Ltd.'s (TSE:3011) Shares Leap 27% Yet They're Still Not Telling The Full StoryBanners Co., Ltd. ( TSE:3011 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
分析記事 • May 09A Piece Of The Puzzle Missing From Banners Co., Ltd.'s (TSE:3011) 27% Share Price ClimbBanners Co., Ltd. ( TSE:3011 ) shareholders would be excited to see that the share price has had a great month, posting...
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥160, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 15x in the Specialty Retail industry in Japan. Total returns to shareholders of 48% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 28 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Mar 04Banners Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Banners Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥4.05 (vs JP¥2.94 in 3Q 2024)Third quarter 2025 results: EPS: JP¥4.05 (up from JP¥2.94 in 3Q 2024). Revenue: JP¥1.60b (up 23% from 3Q 2024). Net income: JP¥62.0m (up 38% from 3Q 2024). Profit margin: 3.9% (up from 3.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 30Banners Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Banners Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
Reported Earnings • Nov 17Second quarter 2025 earnings released: EPS: JP¥3.53 (vs JP¥2.74 in 2Q 2024)Second quarter 2025 results: EPS: JP¥3.53 (up from JP¥2.74 in 2Q 2024). Revenue: JP¥1.24b (up 11% from 2Q 2024). Net income: JP¥54.0m (up 29% from 2Q 2024). Profit margin: 4.4% (up from 3.8% in 2Q 2024). The increase in margin was driven by higher 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 2% per year, which means it is significantly lagging earnings growth.
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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥1.91b market cap, or US$13.6m).
お知らせ • Aug 27Banners Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Banners Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥3.33 (vs JP¥1.55 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.33 (up from JP¥1.55 in 1Q 2024). Revenue: JP¥1.27b (up 37% from 1Q 2024). Net income: JP¥51.0m (up 113% from 1Q 2024). Profit margin: 4.0% (up from 2.6% in 1Q 2024). 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 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 06Return Trends At Banners (TSE:3011) Aren't AppealingThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥110, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Negligible returns to shareholders over past three years.
お知らせ • Jun 02Banners Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Banners Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥11.98 (vs JP¥9.73 in FY 2023)Full year 2024 results: EPS: JP¥11.98 (up from JP¥9.73 in FY 2023). Revenue: JP¥4.68b (up 8.1% from FY 2023). Net income: JP¥184.0m (up 19% from FY 2023). Profit margin: 3.9% (up from 3.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Banners Co., Ltd., Annual General Meeting, Jun 27, 2024Banners Co., Ltd., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
お知らせ • Mar 02Banners Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Banners Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥2.94 (vs JP¥2.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.94 (up from JP¥2.20 in 3Q 2023). Revenue: JP¥1.30b (up 21% from 3Q 2023). Net income: JP¥45.0m (up 29% from 3Q 2023). Profit margin: 3.5% (up from 3.2% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 26Banners Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Banners Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥2.74 (vs JP¥1.88 in 2Q 2023)Second quarter 2024 results: EPS: JP¥2.74 (up from JP¥1.88 in 2Q 2023). Revenue: JP¥1.11b (up 7.0% from 2Q 2023). Net income: JP¥42.0m (up 40% from 2Q 2023). Profit margin: 3.8% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 27Banners Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Banners Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.55 (vs JP¥1.57 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.55 (down from JP¥1.57 in 1Q 2023). Revenue: JP¥923.0m (down 6.5% from 1Q 2023). Net income: JP¥24.0m (down 4.0% from 1Q 2023). Profit margin: 2.6% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • May 28Banners Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Banners Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
お知らせ • May 26Banners Co., Ltd. (TSE:3011) announces an Equity Buyback for 610,000 shares, representing 3.83% for ¥81.13 million.Banners Co., Ltd. (TSE:3011) announces a share repurchase program. Under the program, the company will repurchase up to 610,000 shares, representing 3.83% of its issued share capital for ¥81.13 million. The shares will be repurchased at a price of ¥133 per share. The purpose of the program is capital efficiency and enabling the execution of flexible capital policies. The program is valid till May 26, 2023. As of April 30, 2023, the company had 15,923,863 shares issued (excluding treasury stock) and 4,312,223 shares in treasury.
Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥9.73 (vs JP¥8.77 in FY 2022)Full year 2023 results: EPS: JP¥9.73 (up from JP¥8.77 in FY 2022). Revenue: JP¥4.34b (up 11% from FY 2022). Net income: JP¥155.0m (up 9.9% from FY 2022). Profit margin: 3.6% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Banners Co., Ltd., Annual General Meeting, Jun 29, 2023Banners Co., Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥2.20 (vs JP¥1.31 in 3Q 2022)Third quarter 2023 results: EPS: JP¥2.20 (up from JP¥1.31 in 3Q 2022). Revenue: JP¥1.08b (up 4.5% from 3Q 2022). Net income: JP¥35.0m (up 67% from 3Q 2022). Profit margin: 3.2% (up from 2.0% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 27Banners Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Banners Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Outside Director Kiyoshi Imai was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥1.88 (vs JP¥0.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥1.88 (up from JP¥0.80 in 2Q 2022). Revenue: JP¥1.04b (up 12% from 2Q 2022). Net income: JP¥30.0m (up 131% from 2Q 2022). Profit margin: 2.9% (up from 1.4% 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 99% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 28Banners Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Banners Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥1.57 (vs JP¥0.25 in 1Q 2022)First quarter 2023 results: EPS: JP¥1.57 (up from JP¥0.25 in 1Q 2022). Revenue: JP¥987.0m (up 16% from 1Q 2022). Net income: JP¥25.0m (up JP¥21.0m from 1Q 2022). Profit margin: 2.5% (up from 0.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 30Banners Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Banners Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥8.77 (vs JP¥1.62 in FY 2021)Full year 2022 results: EPS: JP¥8.77 (up from JP¥1.62 in FY 2021). Revenue: JP¥3.92b (up 11% from FY 2021). Net income: JP¥141.0m (up 422% from FY 2021). Profit margin: 3.6% (up from 0.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Banners Co., Ltd., Annual General Meeting, Jun 29, 2022Banners Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Director Isao Ando was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Banners Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Banners Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).
Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥1.31 (up from JP¥0.84 in 3Q 2021). Revenue: JP¥1.03b (up 13% from 3Q 2021). Net income: JP¥21.0m (up 50% from 3Q 2021). Profit margin: 2.0% (up from 1.5% 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 34% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥0.80 (vs JP¥0.18 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥933.0m (up 11% from 2Q 2021). Net income: JP¥13.0m (up JP¥16.0m from 2Q 2021). Profit margin: 1.4% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥0.25 (vs JP¥2.75 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥854.0m (up 26% from 1Q 2021). Net income: JP¥4.00m (up JP¥50.0m from 1Q 2021). Profit margin: 0.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥1.62 (vs JP¥14.51 loss 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¥3.55b (down 10% from FY 2020). Net income: JP¥27.0m (up JP¥270.0m from FY 2020). Profit margin: 0.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
お知らせ • Mar 04Banners Co., Ltd. to Report Fiscal Year 2021 Results on May 13, 2021Banners Co., Ltd. announced that they will report fiscal year 2021 results on May 13, 2021
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥0.84 (vs JP¥0.30 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¥917.0m (up 32% from 3Q 2020). Net income: JP¥14.0m (up JP¥19.0m from 3Q 2020). Profit margin: 1.5% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Jan 19New 90-day high: JP¥123The company is up 12% from its price of JP¥110 on 21 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 30New 90-day high: JP¥121The company is up 4.0% from its price of JP¥116 on 30 September 2020. The Japanese market is up 12% 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.
Is New 90 Day High Low • Dec 14New 90-day high: JP¥118The company is up 7.0% from its price of JP¥110 on 15 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.
お知らせ • Sep 03Banners Co., Ltd. to Report Q2, 2021 Results on Nov 05, 2020Banners Co., Ltd. announced that they will report Q2, 2021 results on Nov 05, 2020
