ZOZO, Inc.

TSE:3092 株式レポート

時価総額：JP¥982.0b

ZOZO 将来の成長

Future 基準チェック /26

ZOZO利益と収益がそれぞれ年間5.4%と4.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に41.3% 5.9%なると予測されています。

主要情報

5.4%

収益成長率

5.86%

EPS成長率

Specialty Retail 収益成長9.5%
収益成長率4.8%
将来の株主資本利益率41.33%
アナリストカバレッジ

Good

最終更新日02 Jun 2026

今後の成長に関する最新情報

分析記事 • May 02

The ZOZO, Inc. (TSE:3092) Yearly Results Are Out And Analysts Have Published New Forecasts

Shareholders might have noticed that ZOZO, Inc. ( TSE:3092 ) filed its yearly result this time last week. The early...
分析記事 • Feb 03

ZOZO, Inc. (TSE:3092) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

ZOZO, Inc. ( TSE:3092 ) shareholders are probably feeling a little disappointed, since its shares fell 7.0% to JP¥1,138...
分析記事 • Nov 04

ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for ZOZO, Inc. ( TSE:3092 ), which a week ago released some disappointing interim...
分析記事 • Aug 03

ZOZO, Inc. (TSE:3092) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Last week, you might have seen that ZOZO, Inc. ( TSE:3092 ) released its first-quarter result to the market. The early...

Recent updates

ナラティブの更新 • Jun 03

3092: Dividend Stability And Higher Revenue Assumptions Will Support Future Upside

Analysts have trimmed their fair value estimate for ZOZO from about ¥1,834 to roughly ¥1,687, reflecting updated views that pair slightly lower profit margin expectations with somewhat higher projected revenue growth and a similar forward P/E profile. What's in the News A board meeting is scheduled for May 19, 2026 to consider director candidates for the 28th Ordinary General Meeting of Shareholders, the disposal of treasury shares under restricted stock compensation, and other business matters.
ナラティブの更新 • May 05

3092: Higher Discount Rate Will Pressure Earnings Quality Before Loan Decision

Analysts have trimmed their fair value estimate for ZOZO to a new price target of ¥880 from ¥1,009.84, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide whether to execute a loan agreement that includes financial covenants (Key Developments).
分析記事 • May 02

The ZOZO, Inc. (TSE:3092) Yearly Results Are Out And Analysts Have Published New Forecasts

Shareholders might have noticed that ZOZO, Inc. ( TSE:3092 ) filed its yearly result this time last week. The early...
ナラティブの更新 • Apr 20

3092: Higher Profitability And Loan Covenants Will Support Future Upside

Analysts have adjusted their price target on ZOZO slightly lower to ¥1,834 from ¥1,849, citing updated assumptions for revenue growth, profit margins and future P/E, while noting that the overall valuation remains largely intact. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide on the execution of a loan agreement that includes financial covenants (Key Developments).
ナラティブの更新 • Apr 06

3092: Loan Agreement Decision And Margin Stability Will Support Further Upside

Analysts have adjusted their price target on ZOZO to ¥1,359.82, keeping it unchanged overall while fine tuning assumptions such as a slightly different discount rate, a modestly revised revenue growth outlook, a small uplift in profit margin, and a minor tweak to the forward P/E multiple. What's in the News A board meeting is scheduled for February 20, 2026, to consider and decide on a loan agreement that includes financial covenants (Key Developments).
ナラティブの更新 • Mar 22

3092: Higher Profitability And New Loan Covenants Will Support Future Upside

Analysts have slightly reduced their price target on ZOZO to ¥1,848.64 from ¥1,857.27, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News A board meeting is scheduled for February 20, 2026, with an agenda to consider and decide on executing a loan agreement that includes financial covenants (Key Developments).
ナラティブの更新 • Mar 07

3092: Loan Agreement Plans And Margin Resilience Will Support Further Upside

Analysts have slightly reduced their fair value estimate for ZOZO from ¥1,365.71 to ¥1,359.82, reflecting modest adjustments to assumptions related to the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News ZOZO scheduled a board meeting for February 20, 2026 to consider and resolve on executing a loan agreement with financial covenants (Key Developments).
ナラティブの更新 • Feb 21

3092: Higher Margin Outlook And Dividend Stability Will Support Upside Potential

Analysts now see ZOZO's fair value shifting from ¥1,437.47 to ¥1,365.71 as they factor in adjusted revenue growth expectations, a slightly higher discount rate, modestly higher profit margin assumptions, and a lower future P/E multiple. Valuation Changes Fair Value: Adjusted from ¥1,437.47 to ¥1,365.71, representing a modest move lower in the modelled estimate.
ナラティブの更新 • Feb 07

3092: Higher Profitability And Lower Discount Rate Will Support Future Upside

Analysts have increased their fair value estimate for ZOZO to ¥1,857 from ¥1,852, reflecting updated views on revenue growth, profit margins, discount rate and future P/E assumptions. Valuation Changes Fair Value Estimate has been nudged up slightly from ¥1,852 to ¥1,857.
分析記事 • Feb 03

ZOZO, Inc. (TSE:3092) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

ZOZO, Inc. ( TSE:3092 ) shareholders are probably feeling a little disappointed, since its shares fell 7.0% to JP¥1,138...
ナラティブの更新 • Jan 24

3092: Dividend Reset And Stable Assumptions Will Support Future Upside

Analysts have nudged their price target on ZOZO slightly higher to ¥1,852, citing modest tweaks to inputs such as a roughly 0.06 percentage point change in discount rate, a 0.08 percentage point adjustment to revenue growth, a marginal shift in profit margin, and a small revision to the assumed future P/E multiple. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with figures presented on a post stock split basis (Key Developments).
ナラティブの更新 • Jan 09

3092: Dividend Policy And Modest Assumption Shifts Will Support Future Upside

Analysts have made a small downward adjustment to their fair value estimate for ZOZO to ¥1,852.28 from ¥1,853.41, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with amounts presented on a post stock split basis (Key Developments).
分析記事 • Dec 29

Here's Why ZOZO (TSE:3092) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 • Dec 15

3092: Dividend Outlook Will Support Stronger Long Term Earnings Prospects

Analysts have slightly reduced their price target on ZOZO to approximately ¥1,850 from about ¥1,990, citing a modestly higher discount rate and slightly lower margin expectations, while remaining constructive on revenue growth and longer term earnings power. What's in the News ZOZO announced a second quarter dividend of JPY 19 per share for the period ended September 30, 2025, adjusted for a three-for-one stock split completed on April 1, 2025 (company announcement) The new interim dividend compares with JPY 53 per share a year earlier, reflecting the impact of the stock split and updated capital return policy (company announcement) The dividend will be payable on November 25, 2025 to shareholders of record as of the specified date (company announcement) For the fiscal year ending March 31, 2026, ZOZO guided for a year-end dividend of JPY 20 per share, versus JPY 54 per share a year ago, on a post-split basis (company announcement) Valuation Changes The fair value estimate has fallen slightly to approximately ¥1,850 from about ¥1,990, reflecting more conservative assumptions.
ナラティブの更新 • Nov 29

3092: Dividend Stability And Stock Split Are Expected To Support Fair Value

Analysts have slightly reduced their price target for ZOZO from ¥1,441.88 to ¥1,437.47, citing modest adjustments in growth forecasts and profitability metrics. What's in the News ZOZO, Inc.
分析記事 • Nov 22

Calculating The Fair Value Of ZOZO, Inc. (TSE:3092)

Key Insights The projected fair value for ZOZO is JP¥1,226 based on 2 Stage Free Cash Flow to Equity ZOZO's JP¥1,321...
ナラティブの更新 • Nov 15

3092: Dividend Payouts And Stock Split Will Drive Shareholder Value

Analysts have slightly lowered their price target for ZOZO from ¥1,473 to ¥1,441. They cite modestly slower expected revenue growth and a marginally higher discount rate in their updated forecasts.
分析記事 • Nov 04

ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for ZOZO, Inc. ( TSE:3092 ), which a week ago released some disappointing interim...
ナラティブの更新 • Nov 01

3092: Dividend Adjustments And Stock Split Will Shape Near-Term Performance

Analysts have slightly reduced their price target for ZOZO from ¥1,500 to ¥1,473.44, citing marginal adjustments to growth forecasts and profitability expectations. What's in the News ZOZO, Inc.
分析記事 • Sep 08

We Think ZOZO (TSE:3092) Can Manage Its Debt With Ease

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Aug 03

ZOZO, Inc. (TSE:3092) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Last week, you might have seen that ZOZO, Inc. ( TSE:3092 ) released its first-quarter result to the market. The early...
分析記事 • Jul 17

Does This Valuation Of ZOZO, Inc. (TSE:3092) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, ZOZO fair value estimate is JP¥1,215 ZOZO's JP¥1,528 share...
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新しいナラティブ • Nov 25

Revolutionising Retail With AI Innovation And Calculated Brand Expansion

Productivity improvements and personalized strategies may reduce costs and boost net margins significantly.

業績と収益の成長予測

TSE:3092 - 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
3/31/2029266,53856,52365,26369,6349
3/31/2028254,04554,51556,93164,25617
3/31/2027242,06351,16052,36862,09216
3/31/2026228,37347,92645,48252,531N/A
12/31/2025223,86046,379N/AN/AN/A
9/30/2025219,57945,22247,76854,010N/A
6/30/2025216,77245,613N/AN/AN/A
3/31/2025213,13145,34653,82960,114N/A
12/31/2024210,52447,814N/AN/AN/A
9/30/2024205,60045,15740,70350,334N/A
6/30/2024201,53244,246N/AN/AN/A
3/31/2024197,01644,34133,22642,589N/A
12/31/2023194,52440,783N/AN/AN/A
9/30/2023189,87340,77327,22836,671N/A
6/30/2023186,70440,770N/AN/AN/A
3/31/2023183,42339,52627,40136,671N/A
12/31/2022178,88839,052N/AN/AN/A
9/30/2022173,75437,01835,86340,222N/A
6/30/2022169,92335,721N/AN/AN/A
3/31/2022166,19934,49238,56339,895N/A
12/31/2021162,70033,860N/AN/AN/A
9/30/2021157,12233,53041,22244,405N/A
6/30/2021152,59432,342N/AN/AN/A
3/31/2021147,40230,93241,43844,790N/A
12/31/2020142,11030,357N/AN/AN/A
9/30/2020134,76724,82829,91933,505N/A
6/30/2020130,99420,799N/AN/AN/A
3/31/2020125,51718,80419,61924,789N/A
12/31/2019120,51814,492N/AN/AN/A
9/30/2019121,88317,613N/A19,166N/A
6/30/2019120,05017,148N/AN/AN/A
3/31/2019118,40515,985N/A14,807N/A
12/31/2018117,29117,536N/AN/AN/A
9/30/2018109,50216,896N/A15,922N/A
6/30/2018103,53318,787N/AN/AN/A
3/31/201898,43220,156N/A19,882N/A
12/31/201793,61419,203N/AN/AN/A
9/30/201787,52118,527N/A17,506N/A
6/30/201782,45818,987N/AN/AN/A
3/31/201776,39317,035N/A18,294N/A
12/31/201670,36618,178N/AN/AN/A
9/30/201663,57115,258N/A15,438N/A
6/30/201658,95213,067N/AN/AN/A
3/31/201654,42211,988N/A12,027N/A
12/31/201549,67910,047N/AN/AN/A
9/30/201545,9799,875N/A11,411N/A
6/30/201543,6379,627N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: 3092の予測収益成長率 (年間5.4% ) は 貯蓄率 ( 0.8% ) を上回っています。

収益対市場: 3092の収益 ( 5.4% ) JP市場 ( 9.3% ) よりも低い成長が予測されています。

高成長収益: 3092の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 3092の収益 ( 4.8% ) JP市場 ( 6% ) よりも低い成長が予測されています。

高い収益成長: 3092の収益 ( 4.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 3092の 自己資本利益率 は、3年後には非常に高くなると予測されています ( 41.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/10 20:13
終値2026/06/10 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

ZOZO, Inc. 17 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。23

アナリスト機関
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc
Oliver James Gray MatthewCLSA