NEXTAGE（3186）株式概要株式会社ネクステージは、その子会社とともに、日本国内で新車および中古車の販売を行っている。 詳細3186 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績5/6財務の健全性4/6配当金3/6報酬当社が推定した公正価値より13.9%で取引されている 収益は年間11.41%増加すると予測されています 過去1年間で収益は103.9%増加しました 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市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る3186 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¥3.71k9.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01t2016201920222025202620282031Revenue JP¥1.1tEarnings JP¥24.3bAdvancedSet Fair ValueView all narrativesNEXTAGE Co., Ltd. 競合他社IDOMSymbol: TSE:7599Market cap: JP¥128.1bYellow HatSymbol: TSE:9882Market cap: JP¥138.6bAutobacs SevenSymbol: TSE:9832Market cap: JP¥116.5bUSSSymbol: TSE:4732Market cap: JP¥833.6b価格と性能株価の高値、安値、推移の概要NEXTAGE過去の株価現在の株価JP¥3,705.0052週高値JP¥3,870.0052週安値JP¥1,540.00ベータ0.941ヶ月の変化1.23%3ヶ月変化1.37%1年変化128.85%3年間の変化52.41%5年間の変化115.91%IPOからの変化3,216.26%最新ニュースPrice Target Changed • May 14Price target increased by 8.7% to JP¥3,940Up from JP¥3,625, the current price target is an average from 4 analysts. New target price is 10% above last closing price of JP¥3,575. Stock is up 122% over the past year. The company is forecast to post earnings per share of JP¥220 for next year compared to JP¥162 last year.Buy Or Sell Opportunity • May 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.4% to JP¥3,650. The fair value is estimated to be JP¥3,026, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 5.6% to JP¥3,470. The fair value is estimated to be JP¥2,882, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Major Estimate Revision • Apr 15Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥691.6b to JP¥727.7b. EPS estimate increased from JP¥188 to JP¥208 per share. Net income forecast to grow 9.6% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥3,500 to JP¥3,625. Share price fell 7.9% to JP¥3,375 over the past week.分析記事 • Apr 09NEXTAGE Co., Ltd. Just Beat Revenue Estimates By 17%Investors in NEXTAGE Co., Ltd. ( TSE:3186 ) had a good week, as its shares rose 7.8% to close at JP¥3,585 following the...Reported Earnings • Apr 07First quarter 2026 earnings released: EPS: JP¥50.62 (vs JP¥13.98 in 1Q 2025)First quarter 2026 results: EPS: JP¥50.62 (up from JP¥13.98 in 1Q 2025). Revenue: JP¥181.1b (up 25% from 1Q 2025). Net income: JP¥3.96b (up 252% from 1Q 2025). Profit margin: 2.2% (up from 0.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesPrice Target Changed • May 14Price target increased by 8.7% to JP¥3,940Up from JP¥3,625, the current price target is an average from 4 analysts. New target price is 10% above last closing price of JP¥3,575. Stock is up 122% over the past year. The company is forecast to post earnings per share of JP¥220 for next year compared to JP¥162 last year.Buy Or Sell Opportunity • May 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.4% to JP¥3,650. The fair value is estimated to be JP¥3,026, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 5.6% to JP¥3,470. The fair value is estimated to be JP¥2,882, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Major Estimate Revision • Apr 15Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥691.6b to JP¥727.7b. EPS estimate increased from JP¥188 to JP¥208 per share. Net income forecast to grow 9.6% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥3,500 to JP¥3,625. Share price fell 7.9% to JP¥3,375 over the past week.分析記事 • Apr 09NEXTAGE Co., Ltd. Just Beat Revenue Estimates By 17%Investors in NEXTAGE Co., Ltd. ( TSE:3186 ) had a good week, as its shares rose 7.8% to close at JP¥3,585 following the...Reported Earnings • Apr 07First quarter 2026 earnings released: EPS: JP¥50.62 (vs JP¥13.98 in 1Q 2025)First quarter 2026 results: EPS: JP¥50.62 (up from JP¥13.98 in 1Q 2025). Revenue: JP¥181.1b (up 25% from 1Q 2025). Net income: JP¥3.96b (up 252% from 1Q 2025). Profit margin: 2.2% (up from 0.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥3,190. The fair value is estimated to be JP¥2,617, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Mar 24NEXTAGE Co., Ltd. to Report Q1, 2026 Results on Apr 06, 2026NEXTAGE Co., Ltd. announced that they will report Q1, 2026 results at 9:00 AM, Tokyo Standard Time on Apr 06, 2026Buy Or Sell Opportunity • Mar 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to JP¥3,165. The fair value is estimated to be JP¥2,591, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.New Risk • Mar 09New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 154% Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (9.5% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (154% cash payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change).Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,130, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,624 per share.お知らせ • Feb 21NEXTAGE Co., Ltd. Approves Board AppointmentsNEXTAGE Co., Ltd. held the 27th Annual General Meeting of Shareholders and the meeting of the Board of Directors on February 20, 2026. The company resolved to approve the following appointments: Seiji Hirota was appointed as Representative Director, Chairman and President; Masashi Nomura was appointed as Director and Executive Officer; Tadamitsu Matsui and Isao Endo were appointed as Directors (Outside); Tetsuya Isogai was appointed as Full-Time Audit and Supervisory Board Member; Manabu Haruma, Ikuo Murata, and Miki Okado were appointed as Outside Audit and Supervisory Board Members; Hirofumi Nishiwaki and Shigekazu Ando were appointed as Senior Managing Executive Officers; Kimiyoshi Miyazaki, Atsushi Yamasaki, and Susumu Hara were appointed as Managing Executive Officers.分析記事 • Feb 12Is NEXTAGE (TSE:3186) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Jan 17Price target increased by 20% to JP¥3,225Up from JP¥2,678, the current price target is an average from 4 analysts. New target price is 12% below last closing price of JP¥3,675. Stock is up 162% over the past year. The company is forecast to post earnings per share of JP¥197 for next year compared to JP¥162 last year.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,370, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Japan. Total returns to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,245 per share.分析記事 • Jan 10NEXTAGE Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsA week ago, NEXTAGE Co., Ltd. ( TSE:3186 ) came out with a strong set of full-year numbers that could potentially lead...分析記事 • Jan 09Investors Appear Satisfied With NEXTAGE Co., Ltd.'s (TSE:3186) Prospects As Shares Rocket 28%The NEXTAGE Co., Ltd. ( TSE:3186 ) share price has done very well over the last month, posting an excellent gain of...Price Target Changed • Jan 07Price target increased by 9.6% to JP¥2,678Up from JP¥2,442, the current price target is an average from 4 analysts. New target price is 18% below last closing price of JP¥3,280. Stock is up 132% over the past year. The company is forecast to post earnings per share of JP¥193 for next year compared to JP¥162 last year.New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% 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 (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).Reported Earnings • Jan 06Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥162 (up from JP¥99.90 in FY 2024). Revenue: JP¥652.1b (up 18% from FY 2024). Net income: JP¥12.8b (up 60% from FY 2024). Profit margin: 2.0% (up from 1.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 7.9%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Jan 05+ 2 more updatesNEXTAGE Co., Ltd., Annual General Meeting, Feb 20, 2026NEXTAGE Co., Ltd., Annual General Meeting, Feb 20, 2026.分析記事 • Jan 03Investors Will Want NEXTAGE's (TSE:3186) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...分析記事 • Dec 18Estimating The Intrinsic Value Of NEXTAGE Co., Ltd. (TSE:3186)Key Insights Using the 2 Stage Free Cash Flow to Equity, NEXTAGE fair value estimate is JP¥3,065 Current share price of...分析記事 • Nov 26NEXTAGE (TSE:3186) Has Announced That It Will Be Increasing Its Dividend To ¥34.00NEXTAGE Co., Ltd. ( TSE:3186 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Nov 26NEXTAGE Co., Ltd. to Report Fiscal Year 2025 Results on Jan 05, 2026NEXTAGE Co., Ltd. announced that they will report fiscal year 2025 results on Jan 05, 2026Upcoming Dividend • Nov 20Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 27 November 2025. Payment date: 25 February 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.5%).Price Target Changed • Nov 15Price target increased by 17% to JP¥2,442Up from JP¥2,082, the current price target is an average from 5 analysts. New target price is 8.6% below last closing price of JP¥2,672. Stock is up 78% over the past year. The company is forecast to post earnings per share of JP¥147 for next year compared to JP¥99.90 last year.Buy Or Sell Opportunity • Nov 14Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to JP¥2,655. The fair value is estimated to be JP¥2,161, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.分析記事 • Oct 28These 4 Measures Indicate That NEXTAGE (TSE:3186) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Oct 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥2,564. The fair value is estimated to be JP¥2,133, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Major Estimate Revision • Oct 15Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥123 to JP¥136. Revenue forecast steady at JP¥615.5b. Net income forecast to grow 39% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥2,082 to JP¥2,142. Share price rose 2.3% to JP¥2,690 over the past week.分析記事 • Oct 09NEXTAGE Co., Ltd. Just Recorded A 26% EPS Beat: Here's What Analysts Are Forecasting NextNEXTAGE Co., Ltd. ( TSE:3186 ) just released its latest quarterly results and things are looking bullish. NEXTAGE...Reported Earnings • Oct 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥46.72 (up from JP¥19.09 in 3Q 2024). Revenue: JP¥167.7b (up 23% from 3Q 2024). Net income: JP¥3.65b (up 138% from 3Q 2024). Profit margin: 2.2% (up from 1.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Oct 07Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to JP¥2,608. The fair value is estimated to be JP¥2,063, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 24%.分析記事 • Sep 17A Look At The Fair Value Of NEXTAGE Co., Ltd. (TSE:3186)Key Insights The projected fair value for NEXTAGE is JP¥2,087 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Aug 27NEXTAGE (TSE:3186) Has Announced That It Will Be Increasing Its Dividend To ¥34.00NEXTAGE Co., Ltd. ( TSE:3186 ) will increase its dividend from last year's comparable payment on the 25th of February...お知らせ • Aug 27NEXTAGE Co., Ltd. to Report Q3, 2025 Results on Oct 06, 2025NEXTAGE Co., Ltd. announced that they will report Q3, 2025 results on Oct 06, 2025分析記事 • Jul 25NEXTAGE's (TSE:3186) Upcoming Dividend Will Be Larger Than Last Year'sNEXTAGE Co., Ltd. ( TSE:3186 ) will increase its dividend from last year's comparable payment on the 25th of February...Price Target Changed • Jul 19Price target increased by 8.7% to JP¥2,008Up from JP¥1,848, the current price target is an average from 5 analysts. New target price is 7.7% above last closing price of JP¥1,864. Stock is down 8.1% over the past year. The company is forecast to post earnings per share of JP¥132 for next year compared to JP¥99.90 last year.分析記事 • Jul 11NEXTAGE's (TSE:3186) Shareholders Will Receive A Bigger Dividend Than Last YearNEXTAGE Co., Ltd.'s ( TSE:3186 ) dividend will be increasing from last year's payment of the same period to ¥34.00 on...Price Target Changed • Jul 10Price target increased by 8.7% to JP¥2,008Up from JP¥1,848, the current price target is an average from 4 analysts. New target price is 5.8% above last closing price of JP¥1,898. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥128 for next year compared to JP¥99.90 last year.分析記事 • Jul 10NEXTAGE Co., Ltd. Just Beat Revenue By 14%: Here's What Analysts Think Will Happen NextNEXTAGE Co., Ltd. ( TSE:3186 ) investors will be delighted, with the company turning in some strong numbers with its...Declared Dividend • Jul 09Dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 27th November 2025 Payment date: 25th February 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 42% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 08There's Been No Shortage Of Growth Recently For NEXTAGE's (TSE:3186) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Jul 08NEXTAGE Co., Ltd. revises Consolidated and Non-Consolidated Earnings Guidance for the Fiscal Year Ending November 30, 2025NEXTAGE Co., Ltd. provided consolidated and non-consolidated earnings guidance for the fiscal year ending November 30, 2025. For the year, the company revises on consolidated basis net sales of JPY 615,000 million, Operating profit o JPY 17,000 million, profit attributable to owners of parent of JPY 10,800 million, and basic earnings per share o JPY 134.42 compared to net sales of JPY 580,000 million, Operating profit o JPY 15,000 million, profit attributable to owners of parent of JPY 9,500 million, and basic earnings per share o JPY 118.17 previous guidance. For the year, the company revises on non-consolidated basis net sales of JPY 570,000 million, profit o JPY 10,600 million, and basic earnings per share o JPY 131.94 compared to net sales of JPY 531,000 million, profit o JPY 9,000 million, and basic earnings per share o JPY 111.95 previous guidance.分析記事 • May 31NEXTAGE (TSE:3186) Use Of Debt Could Be Considered RiskyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • May 27NEXTAGE Co., Ltd. to Report Q2, 2025 Results on Jul 07, 2025NEXTAGE Co., Ltd. announced that they will report Q2, 2025 results on Jul 07, 2025分析記事 • May 15Why Investors Shouldn't Be Surprised By NEXTAGE Co., Ltd.'s (TSE:3186) P/EWith a price-to-earnings (or "P/E") ratio of 16.9x NEXTAGE Co., Ltd. ( TSE:3186 ) may be sending bearish signals at the...New Risk • May 01New 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 7.3% 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 (2.6% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (1.3% net profit margin).Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,580, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,636 per share.分析記事 • Apr 10NEXTAGE Co., Ltd. Just Beat Revenue By 11%: Here's What Analysts Think Will Happen NextLast week, you might have seen that NEXTAGE Co., Ltd. ( TSE:3186 ) released its quarterly result to the market. The...Reported Earnings • Apr 08First quarter 2025 earnings released: EPS: JP¥13.98 (vs JP¥18.23 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.98 (down from JP¥18.23 in 1Q 2024). Revenue: JP¥144.9b (up 21% from 1Q 2024). Net income: JP¥1.13b (down 23% from 1Q 2024). Profit margin: 0.8% (down from 1.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year and the company’s share price has also fallen by 14% per year.Buy Or Sell Opportunity • Mar 27Now 21% undervaluedOver the last 90 days, the stock has risen 14% to JP¥1,625. The fair value is estimated to be JP¥2,054, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 7.3%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.分析記事 • Mar 25Be Wary Of NEXTAGE (TSE:3186) And Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Executive Officer & Director Masashi Nomura was the last 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: Insufficient board refreshment.お知らせ • Feb 26NEXTAGE Co., Ltd. to Report Q1, 2025 Results on Apr 07, 2025NEXTAGE Co., Ltd. announced that they will report Q1, 2025 results on Apr 07, 2025Buy Or Sell Opportunity • Jan 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥1,430. The fair value is estimated to be JP¥1,813, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 7.3%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Major Estimate Revision • Jan 25Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥171 to JP¥122 per share. Revenue forecast steady at JP¥583.0b. Net income forecast to grow 22% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥2,780 to JP¥2,563. Share price rose 3.6% to JP¥1,451 over the past week.Major Estimate Revision • Jan 14Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥601.4b to JP¥585.4b. EPS estimate also fell from JP¥197 per share to JP¥176 per share. Net income forecast to grow 76% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥3,123 to JP¥2,780. Share price was steady at JP¥1,482 over the past week.Price Target Changed • Jan 10Price target decreased by 11% to JP¥2,780Down from JP¥3,123, the current price target is an average from 6 analysts. New target price is 88% above last closing price of JP¥1,481. Stock is down 37% over the past year. The company is forecast to post earnings per share of JP¥176 for next year compared to JP¥99.90 last year.分析記事 • Jan 09NEXTAGE Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsInvestors in NEXTAGE Co., Ltd. ( TSE:3186 ) had a good week, as its shares rose 6.6% to close at JP¥1,513 following the...Reported Earnings • Jan 07Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥99.90 (down from JP¥145 in FY 2023). Revenue: JP¥552.8b (up 19% from FY 2023). Net income: JP¥8.01b (down 31% from FY 2023). Profit margin: 1.4% (down from 2.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 06+ 2 more updatesNEXTAGE Co., Ltd., Annual General Meeting, Feb 21, 2025NEXTAGE Co., Ltd., Annual General Meeting, Feb 21, 2025.分析記事 • Nov 27NEXTAGE (TSE:3186) Is Increasing Its Dividend To ¥33.00NEXTAGE Co., Ltd.'s ( TSE:3186 ) dividend will be increasing from last year's payment of the same period to ¥33.00 on...お知らせ • Nov 26NEXTAGE Co., Ltd. to Report Fiscal Year 2024 Results on Jan 06, 2025NEXTAGE Co., Ltd. announced that they will report fiscal year 2024 results on Jan 06, 2025Upcoming Dividend • Nov 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 November 2024. Payment date: 26 February 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).分析記事 • Oct 27Take Care Before Jumping Onto NEXTAGE Co., Ltd. (TSE:3186) Even Though It's 26% CheaperNEXTAGE Co., Ltd. ( TSE:3186 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...Major Estimate Revision • Oct 14Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥548.0b to JP¥537.7b. EPS estimate also fell from JP¥174 per share to JP¥132 per share. Net income forecast to grow 75% next year vs 11% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥3,290 to JP¥3,123. Share price fell 15% to JP¥1,513 over the past week.分析記事 • Oct 10Earnings Update: Here's Why Analysts Just Lifted Their NEXTAGE Co., Ltd. (TSE:3186) Price Target To JP¥3,123There's been a notable change in appetite for NEXTAGE Co., Ltd. ( TSE:3186 ) shares in the week since its third-quarter...Reported Earnings • Oct 08Third quarter 2024 earnings released: EPS: JP¥19.09 (vs JP¥57.12 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.09 (down from JP¥57.12 in 3Q 2023). Revenue: JP¥136.4b (up 14% from 3Q 2023). Net income: JP¥1.53b (down 66% from 3Q 2023). Profit margin: 1.1% (down from 3.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • Sep 26NEXTAGE's (TSE:3186) Shareholders Will Receive A Bigger Dividend Than Last YearNEXTAGE Co., Ltd. ( TSE:3186 ) has announced that it will be increasing its dividend from last year's comparable...Price Target Changed • Aug 27Price target increased by 12% to JP¥3,290Up from JP¥2,950, the current price target is an average from 6 analysts. New target price is 58% above last closing price of JP¥2,076. Stock is down 36% over the past year. The company is forecast to post earnings per share of JP¥174 for next year compared to JP¥145 last year.分析記事 • Aug 21Estimating The Fair Value Of NEXTAGE Co., Ltd. (TSE:3186)Key Insights The projected fair value for NEXTAGE is JP¥1,772 based on 2 Stage Free Cash Flow to Equity With JP¥1,961...分析記事 • Aug 06NEXTAGE (TSE:3186) Is Increasing Its Dividend To ¥33.00NEXTAGE Co., Ltd. ( TSE:3186 ) has announced that it will be increasing its dividend from last year's comparable...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,640, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,779 per share.お知らせ • Jul 27NEXTAGE Co., Ltd. to Report Q3, 2024 Results on Oct 07, 2024NEXTAGE Co., Ltd. announced that they will report Q3, 2024 results on Oct 07, 2024分析記事 • Jul 22NEXTAGE (TSE:3186) Is Increasing Its Dividend To ¥33.00NEXTAGE Co., Ltd. ( TSE:3186 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Jul 05JP¥3,140 - That's What Analysts Think NEXTAGE Co., Ltd. (TSE:3186) Is Worth After These ResultsShareholders might have noticed that NEXTAGE Co., Ltd. ( TSE:3186 ) filed its half-year result this time last week. The...分析記事 • Jul 04NEXTAGE (TSE:3186) Is Increasing Its Dividend To ¥33.00NEXTAGE Co., Ltd. ( TSE:3186 ) has announced that it will be increasing its dividend from last year's comparable...Reported Earnings • Jul 03Second quarter 2024 earnings released: EPS: JP¥49.19 (vs JP¥55.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥49.19 (down from JP¥55.71 in 2Q 2023). Revenue: JP¥145.5b (up 30% from 2Q 2023). Net income: JP¥3.94b (down 11% from 2Q 2023). Profit margin: 2.7% (down from 4.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.分析記事 • Jun 08Is NEXTAGE (TSE:3186) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • May 29NEXTAGE Co., Ltd. to Report Q2, 2024 Results on Jul 01, 2024NEXTAGE Co., Ltd. announced that they will report Q2, 2024 results on Jul 01, 2024分析記事 • Apr 03NEXTAGE Co., Ltd. Recorded A 8.0% Miss On Revenue: Analysts Are Revisiting Their ModelsLast week, you might have seen that NEXTAGE Co., Ltd. ( TSE:3186 ) released its quarterly result to the market. The...Reported Earnings • Apr 02First quarter 2024 earnings released: EPS: JP¥18.23 (vs JP¥15.60 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.23 (up from JP¥15.60 in 1Q 2023). Revenue: JP¥119.5b (up 1.3% from 1Q 2023). Net income: JP¥1.46b (up 18% from 1Q 2023). Profit margin: 1.2% (up from 1.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.分析記事 • Mar 19NEXTAGE Co., Ltd. (TSE:3186) Looks Just Right With A 26% Price JumpNEXTAGE Co., Ltd. ( TSE:3186 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...分析記事 • Mar 01These 4 Measures Indicate That NEXTAGE (TSE:3186) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Feb 29NEXTAGE Co., Ltd. to Report Q1, 2024 Results on Apr 01, 2024NEXTAGE Co., Ltd. announced that they will report Q1, 2024 results on Apr 01, 2024Reported Earnings • Jan 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥145 (down from JP¥176 in FY 2022). Revenue: JP¥463.5b (up 11% from FY 2022). Net income: JP¥11.6b (down 17% from FY 2022). Profit margin: 2.5% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.5%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.お知らせ • Jan 09+ 2 more updatesNEXTAGE Co., Ltd., Annual General Meeting, Feb 22, 2024NEXTAGE Co., Ltd., Annual General Meeting, Feb 22, 2024.Upcoming Dividend • Nov 22Upcoming dividend of JP¥32.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 26 February 2024. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.5%).お知らせ • Nov 01NEXTAGE Co., Ltd. to Report Fiscal Year 2023 Results on Jan 09, 2024NEXTAGE Co., Ltd. announced that they will report fiscal year 2023 results on Jan 09, 2024Major Estimate Revision • Oct 10Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥501.3b to JP¥461.0b. EPS estimate also fell from JP¥196 per share to JP¥160 per share. Net income forecast to grow 8.3% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥4,567 to JP¥3,367. Share price fell 4.2% to JP¥1,962 over the past week.Reported Earnings • Oct 05Third quarter 2023 earnings released: EPS: JP¥57.12 (vs JP¥51.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥57.12 (up from JP¥51.75 in 3Q 2022). Revenue: JP¥119.4b (up 12% from 3Q 2022). Net income: JP¥4.56b (up 11% from 3Q 2022). Profit margin: 3.8% (in line with 3Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 13Nextage Co. Announces Executive ChangesNextage Co. announced that Koji Hamawaki, 53, has resigned as president. Hamawaki, who became Nextage president in 2022, originally worked for industry peer Bigmotor Co., embroiled in a series of scandals including fraudulent auto insurance claims. Nextage Chairman and founder Seiji Hirota, 50, will serve as president.株主還元3186JP Specialty RetailJP 市場7D1.5%3.1%-3.1%1Y128.8%30.3%38.2%株主還元を見る業界別リターン: 3186過去 1 年間で30.3 % の収益を上げたJP Specialty Retail業界を上回りました。リターン対市場: 3186過去 1 年間で38.2 % の収益を上げたJP市場を上回りました。価格変動Is 3186's price volatile compared to industry and market?3186 volatility3186 Average Weekly Movement8.6%Specialty Retail Industry Average Movement4.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 3186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: 3186の weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19987,537Seiji Hirotawww.nextage.jp株式会社ネクステージは子会社とともに、日本国内における新車・中古車販売事業を行っている。また、自動車整備・修理サービス、中古車買取、保険代理店業務、自動車出張買取サービス、カーコーティングサービス、車検サービス、カー用品販売も行っている。店舗を通じて商品やサービスを提供している。株式会社ネクステージは1998年に設立され、名古屋に本社を置く。もっと見るNEXTAGE Co., Ltd. 基礎のまとめNEXTAGE の収益と売上を時価総額と比較するとどうか。3186 基礎統計学時価総額JP¥290.08b収益（TTM）JP¥15.65b売上高(TTM)JP¥688.27b18.5xPER（株価収益率0.4xP/Sレシオ3186 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3186 損益計算書（TTM）収益JP¥688.27b売上原価JP¥571.20b売上総利益JP¥117.07bその他の費用JP¥101.42b収益JP¥15.65b直近の収益報告Feb 28, 2026次回決算日該当なし一株当たり利益（EPS）199.86グロス・マージン17.01%純利益率2.27%有利子負債／自己資本比率125.3%3186 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1.3%現在の配当利回り23%配当性向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2026/05/20 07:04終値2026/05/20 00:00収益2026/02/28年間収益2025/11/30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NEXTAGE Co., Ltd. 5 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。7 アナリスト機関Shiro SakamakiBofA Global ResearchYumiko KaiIchiyoshi Research Institute Inc.Katsumi AraiMorgan Stanley4 その他のアナリストを表示
Price Target Changed • May 14Price target increased by 8.7% to JP¥3,940Up from JP¥3,625, the current price target is an average from 4 analysts. New target price is 10% above last closing price of JP¥3,575. Stock is up 122% over the past year. The company is forecast to post earnings per share of JP¥220 for next year compared to JP¥162 last year.
Buy Or Sell Opportunity • May 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.4% to JP¥3,650. The fair value is estimated to be JP¥3,026, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 5.6% to JP¥3,470. The fair value is estimated to be JP¥2,882, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Major Estimate Revision • Apr 15Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥691.6b to JP¥727.7b. EPS estimate increased from JP¥188 to JP¥208 per share. Net income forecast to grow 9.6% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥3,500 to JP¥3,625. Share price fell 7.9% to JP¥3,375 over the past week.
分析記事 • Apr 09NEXTAGE Co., Ltd. Just Beat Revenue Estimates By 17%Investors in NEXTAGE Co., Ltd. ( TSE:3186 ) had a good week, as its shares rose 7.8% to close at JP¥3,585 following the...
Reported Earnings • Apr 07First quarter 2026 earnings released: EPS: JP¥50.62 (vs JP¥13.98 in 1Q 2025)First quarter 2026 results: EPS: JP¥50.62 (up from JP¥13.98 in 1Q 2025). Revenue: JP¥181.1b (up 25% from 1Q 2025). Net income: JP¥3.96b (up 252% from 1Q 2025). Profit margin: 2.2% (up from 0.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Price Target Changed • May 14Price target increased by 8.7% to JP¥3,940Up from JP¥3,625, the current price target is an average from 4 analysts. New target price is 10% above last closing price of JP¥3,575. Stock is up 122% over the past year. The company is forecast to post earnings per share of JP¥220 for next year compared to JP¥162 last year.
Buy Or Sell Opportunity • May 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.4% to JP¥3,650. The fair value is estimated to be JP¥3,026, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Buy Or Sell Opportunity • Apr 18Now 20% overvaluedOver the last 90 days, the stock has fallen 5.6% to JP¥3,470. The fair value is estimated to be JP¥2,882, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Major Estimate Revision • Apr 15Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥691.6b to JP¥727.7b. EPS estimate increased from JP¥188 to JP¥208 per share. Net income forecast to grow 9.6% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥3,500 to JP¥3,625. Share price fell 7.9% to JP¥3,375 over the past week.
分析記事 • Apr 09NEXTAGE Co., Ltd. Just Beat Revenue Estimates By 17%Investors in NEXTAGE Co., Ltd. ( TSE:3186 ) had a good week, as its shares rose 7.8% to close at JP¥3,585 following the...
Reported Earnings • Apr 07First quarter 2026 earnings released: EPS: JP¥50.62 (vs JP¥13.98 in 1Q 2025)First quarter 2026 results: EPS: JP¥50.62 (up from JP¥13.98 in 1Q 2025). Revenue: JP¥181.1b (up 25% from 1Q 2025). Net income: JP¥3.96b (up 252% from 1Q 2025). Profit margin: 2.2% (up from 0.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥3,190. The fair value is estimated to be JP¥2,617, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Mar 24NEXTAGE Co., Ltd. to Report Q1, 2026 Results on Apr 06, 2026NEXTAGE Co., Ltd. announced that they will report Q1, 2026 results at 9:00 AM, Tokyo Standard Time on Apr 06, 2026
Buy Or Sell Opportunity • Mar 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to JP¥3,165. The fair value is estimated to be JP¥2,591, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
New Risk • Mar 09New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 154% Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (9.5% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (154% cash payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change).
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,130, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,624 per share.
お知らせ • Feb 21NEXTAGE Co., Ltd. Approves Board AppointmentsNEXTAGE Co., Ltd. held the 27th Annual General Meeting of Shareholders and the meeting of the Board of Directors on February 20, 2026. The company resolved to approve the following appointments: Seiji Hirota was appointed as Representative Director, Chairman and President; Masashi Nomura was appointed as Director and Executive Officer; Tadamitsu Matsui and Isao Endo were appointed as Directors (Outside); Tetsuya Isogai was appointed as Full-Time Audit and Supervisory Board Member; Manabu Haruma, Ikuo Murata, and Miki Okado were appointed as Outside Audit and Supervisory Board Members; Hirofumi Nishiwaki and Shigekazu Ando were appointed as Senior Managing Executive Officers; Kimiyoshi Miyazaki, Atsushi Yamasaki, and Susumu Hara were appointed as Managing Executive Officers.
分析記事 • Feb 12Is NEXTAGE (TSE:3186) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Jan 17Price target increased by 20% to JP¥3,225Up from JP¥2,678, the current price target is an average from 4 analysts. New target price is 12% below last closing price of JP¥3,675. Stock is up 162% over the past year. The company is forecast to post earnings per share of JP¥197 for next year compared to JP¥162 last year.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,370, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Japan. Total returns to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,245 per share.
分析記事 • Jan 10NEXTAGE Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsA week ago, NEXTAGE Co., Ltd. ( TSE:3186 ) came out with a strong set of full-year numbers that could potentially lead...
分析記事 • Jan 09Investors Appear Satisfied With NEXTAGE Co., Ltd.'s (TSE:3186) Prospects As Shares Rocket 28%The NEXTAGE Co., Ltd. ( TSE:3186 ) share price has done very well over the last month, posting an excellent gain of...
Price Target Changed • Jan 07Price target increased by 9.6% to JP¥2,678Up from JP¥2,442, the current price target is an average from 4 analysts. New target price is 18% below last closing price of JP¥3,280. Stock is up 132% over the past year. The company is forecast to post earnings per share of JP¥193 for next year compared to JP¥162 last year.
New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% 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 (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).
Reported Earnings • Jan 06Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥162 (up from JP¥99.90 in FY 2024). Revenue: JP¥652.1b (up 18% from FY 2024). Net income: JP¥12.8b (up 60% from FY 2024). Profit margin: 2.0% (up from 1.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 7.9%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Jan 05+ 2 more updatesNEXTAGE Co., Ltd., Annual General Meeting, Feb 20, 2026NEXTAGE Co., Ltd., Annual General Meeting, Feb 20, 2026.
分析記事 • Jan 03Investors Will Want NEXTAGE's (TSE:3186) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 • Dec 18Estimating The Intrinsic Value Of NEXTAGE Co., Ltd. (TSE:3186)Key Insights Using the 2 Stage Free Cash Flow to Equity, NEXTAGE fair value estimate is JP¥3,065 Current share price of...
分析記事 • Nov 26NEXTAGE (TSE:3186) Has Announced That It Will Be Increasing Its Dividend To ¥34.00NEXTAGE Co., Ltd. ( TSE:3186 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Nov 26NEXTAGE Co., Ltd. to Report Fiscal Year 2025 Results on Jan 05, 2026NEXTAGE Co., Ltd. announced that they will report fiscal year 2025 results on Jan 05, 2026
Upcoming Dividend • Nov 20Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 27 November 2025. Payment date: 25 February 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.5%).
Price Target Changed • Nov 15Price target increased by 17% to JP¥2,442Up from JP¥2,082, the current price target is an average from 5 analysts. New target price is 8.6% below last closing price of JP¥2,672. Stock is up 78% over the past year. The company is forecast to post earnings per share of JP¥147 for next year compared to JP¥99.90 last year.
Buy Or Sell Opportunity • Nov 14Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to JP¥2,655. The fair value is estimated to be JP¥2,161, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
分析記事 • Oct 28These 4 Measures Indicate That NEXTAGE (TSE:3186) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Oct 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥2,564. The fair value is estimated to be JP¥2,133, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Major Estimate Revision • Oct 15Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥123 to JP¥136. Revenue forecast steady at JP¥615.5b. Net income forecast to grow 39% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥2,082 to JP¥2,142. Share price rose 2.3% to JP¥2,690 over the past week.
分析記事 • Oct 09NEXTAGE Co., Ltd. Just Recorded A 26% EPS Beat: Here's What Analysts Are Forecasting NextNEXTAGE Co., Ltd. ( TSE:3186 ) just released its latest quarterly results and things are looking bullish. NEXTAGE...
Reported Earnings • Oct 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥46.72 (up from JP¥19.09 in 3Q 2024). Revenue: JP¥167.7b (up 23% from 3Q 2024). Net income: JP¥3.65b (up 138% from 3Q 2024). Profit margin: 2.2% (up from 1.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Oct 07Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to JP¥2,608. The fair value is estimated to be JP¥2,063, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 24%.
分析記事 • Sep 17A Look At The Fair Value Of NEXTAGE Co., Ltd. (TSE:3186)Key Insights The projected fair value for NEXTAGE is JP¥2,087 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • Aug 27NEXTAGE (TSE:3186) Has Announced That It Will Be Increasing Its Dividend To ¥34.00NEXTAGE Co., Ltd. ( TSE:3186 ) will increase its dividend from last year's comparable payment on the 25th of February...
お知らせ • Aug 27NEXTAGE Co., Ltd. to Report Q3, 2025 Results on Oct 06, 2025NEXTAGE Co., Ltd. announced that they will report Q3, 2025 results on Oct 06, 2025
分析記事 • Jul 25NEXTAGE's (TSE:3186) Upcoming Dividend Will Be Larger Than Last Year'sNEXTAGE Co., Ltd. ( TSE:3186 ) will increase its dividend from last year's comparable payment on the 25th of February...
Price Target Changed • Jul 19Price target increased by 8.7% to JP¥2,008Up from JP¥1,848, the current price target is an average from 5 analysts. New target price is 7.7% above last closing price of JP¥1,864. Stock is down 8.1% over the past year. The company is forecast to post earnings per share of JP¥132 for next year compared to JP¥99.90 last year.
分析記事 • Jul 11NEXTAGE's (TSE:3186) Shareholders Will Receive A Bigger Dividend Than Last YearNEXTAGE Co., Ltd.'s ( TSE:3186 ) dividend will be increasing from last year's payment of the same period to ¥34.00 on...
Price Target Changed • Jul 10Price target increased by 8.7% to JP¥2,008Up from JP¥1,848, the current price target is an average from 4 analysts. New target price is 5.8% above last closing price of JP¥1,898. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥128 for next year compared to JP¥99.90 last year.
分析記事 • Jul 10NEXTAGE Co., Ltd. Just Beat Revenue By 14%: Here's What Analysts Think Will Happen NextNEXTAGE Co., Ltd. ( TSE:3186 ) investors will be delighted, with the company turning in some strong numbers with its...
Declared Dividend • Jul 09Dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 27th November 2025 Payment date: 25th February 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 42% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 08There's Been No Shortage Of Growth Recently For NEXTAGE's (TSE:3186) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Jul 08NEXTAGE Co., Ltd. revises Consolidated and Non-Consolidated Earnings Guidance for the Fiscal Year Ending November 30, 2025NEXTAGE Co., Ltd. provided consolidated and non-consolidated earnings guidance for the fiscal year ending November 30, 2025. For the year, the company revises on consolidated basis net sales of JPY 615,000 million, Operating profit o JPY 17,000 million, profit attributable to owners of parent of JPY 10,800 million, and basic earnings per share o JPY 134.42 compared to net sales of JPY 580,000 million, Operating profit o JPY 15,000 million, profit attributable to owners of parent of JPY 9,500 million, and basic earnings per share o JPY 118.17 previous guidance. For the year, the company revises on non-consolidated basis net sales of JPY 570,000 million, profit o JPY 10,600 million, and basic earnings per share o JPY 131.94 compared to net sales of JPY 531,000 million, profit o JPY 9,000 million, and basic earnings per share o JPY 111.95 previous guidance.
分析記事 • May 31NEXTAGE (TSE:3186) Use Of Debt Could Be Considered RiskyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • May 27NEXTAGE Co., Ltd. to Report Q2, 2025 Results on Jul 07, 2025NEXTAGE Co., Ltd. announced that they will report Q2, 2025 results on Jul 07, 2025
分析記事 • May 15Why Investors Shouldn't Be Surprised By NEXTAGE Co., Ltd.'s (TSE:3186) P/EWith a price-to-earnings (or "P/E") ratio of 16.9x NEXTAGE Co., Ltd. ( TSE:3186 ) may be sending bearish signals at the...
New Risk • May 01New 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 7.3% 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 (2.6% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (1.3% net profit margin).
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,580, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,636 per share.
分析記事 • Apr 10NEXTAGE Co., Ltd. Just Beat Revenue By 11%: Here's What Analysts Think Will Happen NextLast week, you might have seen that NEXTAGE Co., Ltd. ( TSE:3186 ) released its quarterly result to the market. The...
Reported Earnings • Apr 08First quarter 2025 earnings released: EPS: JP¥13.98 (vs JP¥18.23 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.98 (down from JP¥18.23 in 1Q 2024). Revenue: JP¥144.9b (up 21% from 1Q 2024). Net income: JP¥1.13b (down 23% from 1Q 2024). Profit margin: 0.8% (down from 1.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year and the company’s share price has also fallen by 14% per year.
Buy Or Sell Opportunity • Mar 27Now 21% undervaluedOver the last 90 days, the stock has risen 14% to JP¥1,625. The fair value is estimated to be JP¥2,054, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 7.3%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
分析記事 • Mar 25Be Wary Of NEXTAGE (TSE:3186) And Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Executive Officer & Director Masashi Nomura was the last 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: Insufficient board refreshment.
お知らせ • Feb 26NEXTAGE Co., Ltd. to Report Q1, 2025 Results on Apr 07, 2025NEXTAGE Co., Ltd. announced that they will report Q1, 2025 results on Apr 07, 2025
Buy Or Sell Opportunity • Jan 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥1,430. The fair value is estimated to be JP¥1,813, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 7.3%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Major Estimate Revision • Jan 25Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥171 to JP¥122 per share. Revenue forecast steady at JP¥583.0b. Net income forecast to grow 22% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥2,780 to JP¥2,563. Share price rose 3.6% to JP¥1,451 over the past week.
Major Estimate Revision • Jan 14Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥601.4b to JP¥585.4b. EPS estimate also fell from JP¥197 per share to JP¥176 per share. Net income forecast to grow 76% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥3,123 to JP¥2,780. Share price was steady at JP¥1,482 over the past week.
Price Target Changed • Jan 10Price target decreased by 11% to JP¥2,780Down from JP¥3,123, the current price target is an average from 6 analysts. New target price is 88% above last closing price of JP¥1,481. Stock is down 37% over the past year. The company is forecast to post earnings per share of JP¥176 for next year compared to JP¥99.90 last year.
分析記事 • Jan 09NEXTAGE Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their ModelsInvestors in NEXTAGE Co., Ltd. ( TSE:3186 ) had a good week, as its shares rose 6.6% to close at JP¥1,513 following the...
Reported Earnings • Jan 07Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥99.90 (down from JP¥145 in FY 2023). Revenue: JP¥552.8b (up 19% from FY 2023). Net income: JP¥8.01b (down 31% from FY 2023). Profit margin: 1.4% (down from 2.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 06+ 2 more updatesNEXTAGE Co., Ltd., Annual General Meeting, Feb 21, 2025NEXTAGE Co., Ltd., Annual General Meeting, Feb 21, 2025.
分析記事 • Nov 27NEXTAGE (TSE:3186) Is Increasing Its Dividend To ¥33.00NEXTAGE Co., Ltd.'s ( TSE:3186 ) dividend will be increasing from last year's payment of the same period to ¥33.00 on...
お知らせ • Nov 26NEXTAGE Co., Ltd. to Report Fiscal Year 2024 Results on Jan 06, 2025NEXTAGE Co., Ltd. announced that they will report fiscal year 2024 results on Jan 06, 2025
Upcoming Dividend • Nov 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 November 2024. Payment date: 26 February 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
分析記事 • Oct 27Take Care Before Jumping Onto NEXTAGE Co., Ltd. (TSE:3186) Even Though It's 26% CheaperNEXTAGE Co., Ltd. ( TSE:3186 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
Major Estimate Revision • Oct 14Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥548.0b to JP¥537.7b. EPS estimate also fell from JP¥174 per share to JP¥132 per share. Net income forecast to grow 75% next year vs 11% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥3,290 to JP¥3,123. Share price fell 15% to JP¥1,513 over the past week.
分析記事 • Oct 10Earnings Update: Here's Why Analysts Just Lifted Their NEXTAGE Co., Ltd. (TSE:3186) Price Target To JP¥3,123There's been a notable change in appetite for NEXTAGE Co., Ltd. ( TSE:3186 ) shares in the week since its third-quarter...
Reported Earnings • Oct 08Third quarter 2024 earnings released: EPS: JP¥19.09 (vs JP¥57.12 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.09 (down from JP¥57.12 in 3Q 2023). Revenue: JP¥136.4b (up 14% from 3Q 2023). Net income: JP¥1.53b (down 66% from 3Q 2023). Profit margin: 1.1% (down from 3.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • Sep 26NEXTAGE's (TSE:3186) Shareholders Will Receive A Bigger Dividend Than Last YearNEXTAGE Co., Ltd. ( TSE:3186 ) has announced that it will be increasing its dividend from last year's comparable...
Price Target Changed • Aug 27Price target increased by 12% to JP¥3,290Up from JP¥2,950, the current price target is an average from 6 analysts. New target price is 58% above last closing price of JP¥2,076. Stock is down 36% over the past year. The company is forecast to post earnings per share of JP¥174 for next year compared to JP¥145 last year.
分析記事 • Aug 21Estimating The Fair Value Of NEXTAGE Co., Ltd. (TSE:3186)Key Insights The projected fair value for NEXTAGE is JP¥1,772 based on 2 Stage Free Cash Flow to Equity With JP¥1,961...
分析記事 • Aug 06NEXTAGE (TSE:3186) Is Increasing Its Dividend To ¥33.00NEXTAGE Co., Ltd. ( TSE:3186 ) has announced that it will be increasing its dividend from last year's comparable...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,640, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,779 per share.
お知らせ • Jul 27NEXTAGE Co., Ltd. to Report Q3, 2024 Results on Oct 07, 2024NEXTAGE Co., Ltd. announced that they will report Q3, 2024 results on Oct 07, 2024
分析記事 • Jul 22NEXTAGE (TSE:3186) Is Increasing Its Dividend To ¥33.00NEXTAGE Co., Ltd. ( TSE:3186 ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Jul 05JP¥3,140 - That's What Analysts Think NEXTAGE Co., Ltd. (TSE:3186) Is Worth After These ResultsShareholders might have noticed that NEXTAGE Co., Ltd. ( TSE:3186 ) filed its half-year result this time last week. The...
分析記事 • Jul 04NEXTAGE (TSE:3186) Is Increasing Its Dividend To ¥33.00NEXTAGE Co., Ltd. ( TSE:3186 ) has announced that it will be increasing its dividend from last year's comparable...
Reported Earnings • Jul 03Second quarter 2024 earnings released: EPS: JP¥49.19 (vs JP¥55.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥49.19 (down from JP¥55.71 in 2Q 2023). Revenue: JP¥145.5b (up 30% from 2Q 2023). Net income: JP¥3.94b (down 11% from 2Q 2023). Profit margin: 2.7% (down from 4.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.
分析記事 • Jun 08Is NEXTAGE (TSE:3186) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • May 29NEXTAGE Co., Ltd. to Report Q2, 2024 Results on Jul 01, 2024NEXTAGE Co., Ltd. announced that they will report Q2, 2024 results on Jul 01, 2024
分析記事 • Apr 03NEXTAGE Co., Ltd. Recorded A 8.0% Miss On Revenue: Analysts Are Revisiting Their ModelsLast week, you might have seen that NEXTAGE Co., Ltd. ( TSE:3186 ) released its quarterly result to the market. The...
Reported Earnings • Apr 02First quarter 2024 earnings released: EPS: JP¥18.23 (vs JP¥15.60 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.23 (up from JP¥15.60 in 1Q 2023). Revenue: JP¥119.5b (up 1.3% from 1Q 2023). Net income: JP¥1.46b (up 18% from 1Q 2023). Profit margin: 1.2% (up from 1.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
分析記事 • Mar 19NEXTAGE Co., Ltd. (TSE:3186) Looks Just Right With A 26% Price JumpNEXTAGE Co., Ltd. ( TSE:3186 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
分析記事 • Mar 01These 4 Measures Indicate That NEXTAGE (TSE:3186) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Feb 29NEXTAGE Co., Ltd. to Report Q1, 2024 Results on Apr 01, 2024NEXTAGE Co., Ltd. announced that they will report Q1, 2024 results on Apr 01, 2024
Reported Earnings • Jan 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥145 (down from JP¥176 in FY 2022). Revenue: JP¥463.5b (up 11% from FY 2022). Net income: JP¥11.6b (down 17% from FY 2022). Profit margin: 2.5% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.5%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Jan 09+ 2 more updatesNEXTAGE Co., Ltd., Annual General Meeting, Feb 22, 2024NEXTAGE Co., Ltd., Annual General Meeting, Feb 22, 2024.
Upcoming Dividend • Nov 22Upcoming dividend of JP¥32.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 26 February 2024. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.5%).
お知らせ • Nov 01NEXTAGE Co., Ltd. to Report Fiscal Year 2023 Results on Jan 09, 2024NEXTAGE Co., Ltd. announced that they will report fiscal year 2023 results on Jan 09, 2024
Major Estimate Revision • Oct 10Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥501.3b to JP¥461.0b. EPS estimate also fell from JP¥196 per share to JP¥160 per share. Net income forecast to grow 8.3% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥4,567 to JP¥3,367. Share price fell 4.2% to JP¥1,962 over the past week.
Reported Earnings • Oct 05Third quarter 2023 earnings released: EPS: JP¥57.12 (vs JP¥51.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥57.12 (up from JP¥51.75 in 3Q 2022). Revenue: JP¥119.4b (up 12% from 3Q 2022). Net income: JP¥4.56b (up 11% from 3Q 2022). Profit margin: 3.8% (in line with 3Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 13Nextage Co. Announces Executive ChangesNextage Co. announced that Koji Hamawaki, 53, has resigned as president. Hamawaki, who became Nextage president in 2022, originally worked for industry peer Bigmotor Co., embroiled in a series of scandals including fraudulent auto insurance claims. Nextage Chairman and founder Seiji Hirota, 50, will serve as president.
