YagiLtd（7460）株式概要八木産業株式会社は、その子会社とともに日本で繊維商社として事業を展開している。 詳細7460 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より40.4%で取引されている 過去1年間で収益は39.8%増加しました リスク分析不安定な配当実績 すべてのリスクチェックを見る7460 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¥1.71k31.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0119b2016201920222025202620282031Revenue JP¥71.4bEarnings JP¥3.0bAdvancedSet Fair ValueView all narrativesYagi & Co.,Ltd. 競合他社GSI CreosSymbol: TSE:8101Market cap: JP¥28.9bSPKSymbol: TSE:7466Market cap: JP¥26.1bKINGSymbol: TSE:8118Market cap: JP¥19.5bArataSymbol: TSE:2733Market cap: JP¥83.5b価格と性能株価の高値、安値、推移の概要YagiLtd過去の株価現在の株価JP¥1,718.0052週高値JP¥1,767.0052週安値JP¥882.33ベータ0.111ヶ月の変化15.17%3ヶ月変化24.34%1年変化85.06%3年間の変化291.94%5年間の変化234.02%IPOからの変化390.86%最新ニュースNew Risk • Jun 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.3b (US$82.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥13.3b market cap, or US$82.1m).お知らせ • May 13Yagi & Co.,Ltd. (TSE:7460) announces an Equity Buyback for 800,000 shares, representing 3.28% for ¥1,500 million.Yagi & Co.,Ltd. (TSE:7460) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 3.28% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment. The program is valid till March 31, 2027. As of May 11, 2026, the company has 24,364,059 issued shares (excluding treasury stock) and 535,941 treasury shares.Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥444 (vs JP¥314 in FY 2025)Full year 2026 results: EPS: JP¥444 (up from JP¥314 in FY 2025). Revenue: JP¥85.9b (up 3.1% from FY 2025). Net income: JP¥3.67b (up 40% from FY 2025). Profit margin: 4.3% (up from 3.1% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Yagi & Co.,Ltd., Annual General Meeting, Jun 26, 2026Yagi & Co.,Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10Yagi & Co.,Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Yagi & Co.,Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥97.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.9%).最新情報をもっと見るRecent updatesNew Risk • Jun 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.3b (US$82.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥13.3b market cap, or US$82.1m).お知らせ • May 13Yagi & Co.,Ltd. (TSE:7460) announces an Equity Buyback for 800,000 shares, representing 3.28% for ¥1,500 million.Yagi & Co.,Ltd. (TSE:7460) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 3.28% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment. The program is valid till March 31, 2027. As of May 11, 2026, the company has 24,364,059 issued shares (excluding treasury stock) and 535,941 treasury shares.Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥444 (vs JP¥314 in FY 2025)Full year 2026 results: EPS: JP¥444 (up from JP¥314 in FY 2025). Revenue: JP¥85.9b (up 3.1% from FY 2025). Net income: JP¥3.67b (up 40% from FY 2025). Profit margin: 4.3% (up from 3.1% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Yagi & Co.,Ltd., Annual General Meeting, Jun 26, 2026Yagi & Co.,Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10Yagi & Co.,Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Yagi & Co.,Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥97.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.9%).New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change).Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥4,005, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 14x in the Retail Distributors industry in Japan. Total returns to shareholders of 281% over the past three years.お知らせ • Dec 10Yagi & Co.,Ltd. to Report Q3, 2026 Results on Feb 09, 2026Yagi & Co.,Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026Buy Or Sell Opportunity • Nov 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.4% to JP¥3,230. The fair value is estimated to be JP¥4,058, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 55%.Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥123 (vs JP¥27.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥123 (up from JP¥27.75 in 2Q 2025). Revenue: JP¥19.8b (up 2.4% from 2Q 2025). Net income: JP¥1.04b (up 347% from 2Q 2025). Profit margin: 5.2% (up from 1.2% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 26Yagi & Co.,Ltd. (TSE:7460) announces an Equity Buyback for 360,000 shares, representing 4.21% for ¥1,130.4 million.Yagi & Co.,Ltd. (TSE:7460) announces a share repurchase program. Under the program, the company will repurchase up to 360,000 shares, representing 4.21% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,130.4 million. The shares will be repurchased at a price of ¥3,140 per share. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment. The program is valid till September 29, 2025. As of June 30, 2025, the company has 8,557,484 issued shares (excluding treasury stock) and 582,516 treasury shares.お知らせ • Sep 19Yagi & Co.,Ltd. to Report Q2, 2026 Results on Nov 10, 2025Yagi & Co.,Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025お知らせ • Aug 08Yagi & Co., Ltd. Unveil Fujiloom for the First Time At the Superzoo Exhibition in UsaYagi & Co. Ltd. will unveil FUJILOOM for the first time at the SUPERZOO Exhibition in USA. FUJILOOM blankets, mats, and throw towels are made with LAVATECH, proprietary far-infrared textile technology. Soft, breathable, and scientifically developed, each piece is designed to support pet's comfort, sleep quality, and emotional calm. Whether at home or on the go, FUJILOOM elevates everyday pet life with natural function, thoughtful design, and Japanese craftsmanship.Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥76.21 (vs JP¥57.81 in 1Q 2025)First quarter 2026 results: EPS: JP¥76.21 (up from JP¥57.81 in 1Q 2025). Revenue: JP¥19.7b (down 1.1% from 1Q 2025). Net income: JP¥639.0m (up 33% from 1Q 2025). Profit margin: 3.2% (up from 2.4% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 08Yagi & Co.,Ltd. (TSE:7460) Soars 25% But It's A Story Of Risk Vs RewardYagi & Co.,Ltd. ( TSE:7460 ) shares have continued their recent momentum with a 25% gain in the last month alone...お知らせ • Jul 08Yagi & Co.,Ltd. to Report Q1, 2026 Results on Aug 04, 2025Yagi & Co.,Ltd. announced that they will report Q1, 2026 results on Aug 04, 2025Reported Earnings • May 14Full year 2025 earnings released: EPS: JP¥314 (vs JP¥249 in FY 2024)Full year 2025 results: EPS: JP¥314 (up from JP¥249 in FY 2024). Revenue: JP¥83.4b (flat on FY 2024). Net income: JP¥2.63b (up 27% from FY 2024). Profit margin: 3.1% (up from 2.5% in FY 2024). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Yagi & Co.,Ltd., Annual General Meeting, Jun 27, 2025Yagi & Co.,Ltd., Annual General Meeting, Jun 27, 2025.お知らせ • Mar 27Yagi & Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Yagi & Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥148 (vs JP¥134 in 3Q 2024)Third quarter 2025 results: EPS: JP¥148 (up from JP¥134 in 3Q 2024). Revenue: JP¥22.3b (up 4.2% from 3Q 2024). Net income: JP¥1.24b (up 11% from 3Q 2024). Profit margin: 5.5% (up from 5.2% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 17Yagi & Co.,Ltd. to Report Q3, 2025 Results on Feb 07, 2025Yagi & Co.,Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥27.75 (vs JP¥29.84 in 2Q 2024)Second quarter 2025 results: EPS: JP¥27.75 (down from JP¥29.84 in 2Q 2024). Revenue: JP¥19.4b (down 7.0% from 2Q 2024). Net income: JP¥232.0m (down 6.5% from 2Q 2024). Profit margin: 1.2% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.New Risk • Oct 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.8b (US$99.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.1% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥14.8b market cap, or US$99.7m).お知らせ • Sep 27Yagi & Co.,Ltd. to Report Q2, 2025 Results on Nov 08, 2024Yagi & Co.,Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥57.81 (vs JP¥49.91 in 1Q 2024)First quarter 2025 results: EPS: JP¥57.81 (up from JP¥49.91 in 1Q 2024). Revenue: JP¥19.9b (down 1.3% from 1Q 2024). Net income: JP¥482.0m (up 16% from 1Q 2024). Profit margin: 2.4% (up from 2.0% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 05It's Down 27% But Yagi & Co.,Ltd. (TSE:7460) Could Be Riskier Than It LooksYagi & Co.,Ltd. ( TSE:7460 ) shareholders won't be pleased to see that the share price has had a very rough month...New Risk • Aug 05New 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 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (JP¥13.5b market cap, or US$95.1m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,624, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 10x in the Retail Distributors industry in Japan. Total returns to shareholders of 21% over the past three years.お知らせ • Jul 12Yagi & Co.,Ltd. to Report Q1, 2025 Results on Aug 02, 2024Yagi & Co.,Ltd. announced that they will report Q1, 2025 results on Aug 02, 2024お知らせ • May 15Yagi & Co.,Ltd., Annual General Meeting, Jun 27, 2024Yagi & Co.,Ltd., Annual General Meeting, Jun 27, 2024.Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥249 (vs JP¥122 in FY 2023)Full year 2024 results: EPS: JP¥249 (up from JP¥122 in FY 2023). Revenue: JP¥82.8b (down 4.1% from FY 2023). Net income: JP¥2.08b (up 105% from FY 2023). Profit margin: 2.5% (up from 1.2% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 11% per year.お知らせ • Mar 28Yagi & Co.,Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Yagi & Co.,Ltd. announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥63.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥134 (vs JP¥30.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥134 (up from JP¥30.90 in 3Q 2023). Revenue: JP¥21.4b (down 10% from 3Q 2023). Net income: JP¥1.11b (up 334% from 3Q 2023). Profit margin: 5.2% (up from 1.1% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.お知らせ • Jan 06Yagi & Co.,Ltd. to Report Q3, 2024 Results on Feb 09, 2024Yagi & Co.,Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥29.84 (vs JP¥37.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.84 (down from JP¥37.04 in 2Q 2023). Revenue: JP¥20.8b (down 2.0% from 2Q 2023). Net income: JP¥248.0m (down 20% from 2Q 2023). Profit margin: 1.2% (down from 1.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Oct 31Yagi & Co.,Ltd. Launches Cotton iD, A Proprietary System for Clarifying the Traceability of Organic CottonYagi & Co. Ltd. announced that it have made and started operating a proprietary system for consistent traceability management, from field to yarn, via a proprietary management system that links the international certifications for the organic cotton produced in India that company handle. There are several international certifications and standards for organic cotton. These begins with Ginning, the process of separating the seed and cotton from the harvested cotton ball and cotton to ensure traceability for yarn, fabrics, and the final product. However, for processes prior to that stage, the certification standard for organic agricultural products is applied to cotton balls and the field. Existence of these two different certifications makes it difficult to achieve consistent traceability management for organic cotton (products). In the past, there were cases in which large-scale fraud came to light related to organic cotton in India, the world's largest producer country of organic cotton. Traceability aimed for by Cotton iD: The company made and started operating a proprietary management system that links the two international certifications for the organic cotton produced in India that it handle. This system enables consistent traceability management from the cotton field to thread. Through this system, it can achieve incredibly transparent traceability for 85% or more of the organic cotton that it handle, from cotton field to thread. The company started distribution of products with brand “Unito Organic” which covers yarn, textile & garment. It can provide certifications of this management to customers purchasing applicable organic cotton from company.お知らせ • Oct 08Yagi & Co.,Ltd. to Report Q2, 2024 Results on Nov 10, 2023Yagi & Co.,Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥49.91 (vs JP¥13.21 in 1Q 2023)First quarter 2024 results: EPS: JP¥49.91 (up from JP¥13.21 in 1Q 2023). Revenue: JP¥20.2b (up 5.0% from 1Q 2023). Net income: JP¥414.0m (up 276% from 1Q 2023). Profit margin: 2.0% (up from 0.6% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% 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.お知らせ • Jul 06Yagi & Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yagi & Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥122 (vs JP¥44.00 in FY 2022)Full year 2023 results: EPS: JP¥122 (up from JP¥44.00 in FY 2022). Revenue: JP¥86.4b (up 12% from FY 2022). Net income: JP¥1.01b (up 177% from FY 2022). Profit margin: 1.2% (up from 0.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥48.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥30.90 (vs JP¥59.47 in 3Q 2022)Third quarter 2023 results: EPS: JP¥30.90 (down from JP¥59.47 in 3Q 2022). Revenue: JP¥23.9b (up 13% from 3Q 2022). Net income: JP¥257.0m (down 48% from 3Q 2022). Profit margin: 1.1% (down from 2.3% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Jan 06Yagi & Co.,Ltd. to Report Q3, 2023 Results on Feb 10, 2023Yagi & Co.,Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Yoshifumi Ikeda was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥37.04 (vs JP¥29.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥37.04 (up from JP¥29.20 in 2Q 2022). Revenue: JP¥21.3b (up 12% from 2Q 2022). Net income: JP¥309.0m (up 27% from 2Q 2022). Profit margin: 1.5% (up from 1.3% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Nov 12Yagi & Co.,Ltd. (TSE:7460) announces an Equity Buyback for 60,000 shares, representing 0.72% for ¥67.26 million.Yagi & Co.,Ltd. (TSE:7460) announces a share repurchase program. Under the program, the company will repurchase up to 60,000 shares, representing 0.72% of its issued share capital (excluding treasury stock), for a total purchase price of ¥67.26 million. The shares will be repurchased at a price of ¥1,121 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. As of September 30, 2022, the company has 8,355,135 issued shares (excluding treasury stock) and 844,865 treasury shares.お知らせ • Sep 17Yagi & Co.,Ltd. to Report Q2, 2023 Results on Nov 11, 2022Yagi & Co.,Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥13.21 (vs JP¥41.80 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.21 (down from JP¥41.80 in 1Q 2022). Revenue: JP¥19.2b (up 2.9% from 1Q 2022). Net income: JP¥110.0m (down 68% from 1Q 2022). Profit margin: 0.6% (down from 1.9% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jul 30Yagi & Co.,Ltd. to Report Q1, 2023 Results on Aug 05, 2022Yagi & Co.,Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥44.00 (vs JP¥184 in FY 2021)Full year 2022 results: EPS: JP¥44.00 (down from JP¥184 in FY 2021). Revenue: JP¥77.5b (down 32% from FY 2021). Net income: JP¥366.0m (down 76% from FY 2021). Profit margin: 0.5% (down from 1.3% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • May 13Yagi & Co.,Ltd., Annual General Meeting, Jun 29, 2022Yagi & Co.,Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Yoshifumi Ikeda was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 09Yagi & Co.,Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Yagi & Co.,Ltd. announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥48.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.4%).Reported Earnings • Feb 08Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥59.46 (down from JP¥111 in 3Q 2021). Revenue: JP¥21.2b (down 33% from 3Q 2021). Net income: JP¥495.0m (down 46% from 3Q 2021). Profit margin: 2.3% (down from 2.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥29.19 (vs JP¥52.09 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥19.0b (down 31% from 2Q 2021). Net income: JP¥243.0m (down 44% from 2Q 2021). Profit margin: 1.3% (down from 1.6% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥41.80 (vs JP¥31.28 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥18.7b (down 25% from 1Q 2021). Net income: JP¥347.0m (up 34% from 1Q 2021). Profit margin: 1.9% (up from 1.0% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 11Full year 2021 earnings released: EPS JP¥184 (vs JP¥122 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥114.2b (down 4.0% from FY 2020). Net income: JP¥1.53b (up 51% from FY 2020). Profit margin: 1.3% (up from 0.8% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥111 (vs JP¥96.18 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥31.4b (down 1.2% from 3Q 2020). Net income: JP¥919.0m (up 16% from 3Q 2020). Profit margin: 2.9% (up from 2.5% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Jan 30Yagi & Co.,Ltd. to Report Q3, 2021 Results on Feb 08, 2021Yagi & Co.,Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021Is New 90 Day High Low • Jan 20New 90-day high: JP¥1,710The company is up 18% from its price of JP¥1,447 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is down 2.0% over the same period.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,710, the stock is trading at a trailing P/E ratio of 29.2x, up from the previous P/E ratio of 24x. This compares to an average P/E of 16x in the Retail Distributors industry in Japan. Total return to shareholders over the past three years is a loss of 33%.お知らせ • Oct 10Yagi & Co.,Ltd. to Report Q2, 2021 Results on Nov 11, 2020Yagi & Co.,Ltd. announced that they will report Q2, 2021 results on Nov 11, 2020お知らせ • Aug 09Yagi & Co.,Ltd. to Report Q1, 2021 Results on Aug 06, 2020Yagi & Co.,Ltd. announced that they will report Q1, 2021 results on Aug 06, 2020株主還元7460JP Retail DistributorsJP 市場7D10.5%2.7%-3.0%1Y85.1%21.6%40.2%株主還元を見る業界別リターン: 7460過去 1 年間で21.6 % の収益を上げたJP Retail Distributors業界を上回りました。リターン対市場: 7460過去 1 年間で40.2 % の収益を上げたJP市場を上回りました。価格変動Is 7460's price volatile compared to industry and market?7460 volatility7460 Average Weekly Movement4.1%Retail Distributors Industry Average Movement3.5%Market Average Movement4.4%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.3%安定した株価: 7460 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7460の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1893768Takao Yagiwww.yaginet.co.jp八木産業株式会社は、子会社とともに日本で繊維商社として事業を展開している。マテリアル事業、ライフスタイル事業、アパレル事業、ブランド・リテイル事業を展開。綿・合繊糸などの繊維原料、ニット・テキスタイル、メンズ・レディスアパレル、スポーツウェア、ナイティ・インナーウェア、寝具・インテリア製品、ライフスタイル製品、産業用繊維資材などを取り扱っている。また、繊維及び関連製品、繊維製品原料、織物、繊維二次製品の輸出入・販売、衣料用生地・製品の企画・販売も行っている。また、ラッシェルニット、パウダーパフ、アウターウエア、撚糸、テキスタイル、タオル・バスタオル、紳士服、婦人服、服飾雑貨、衣料品の製造・販売も行っている。また、ユニフォーム、ワークウェア、キッズウェア、フェムテック製品、不動産賃貸事業も行っている。自動車、インテリア、産業資材、アパレル業界向けに素材を提供している。八木産業は1893年に設立され、大阪に本社を置く。もっと見るYagi & Co.,Ltd. 基礎のまとめYagiLtd の収益と売上を時価総額と比較するとどうか。7460 基礎統計学時価総額JP¥41.86b収益（TTM）JP¥3.67b売上高(TTM)JP¥85.93b11.4xPER（株価収益率0.5xP/Sレシオ7460 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7460 損益計算書（TTM）収益JP¥85.93b売上原価JP¥58.74b売上総利益JP¥27.20bその他の費用JP¥23.53b収益JP¥3.67b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）150.63グロス・マージン31.65%純利益率4.27%有利子負債／自己資本比率27.1%7460 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.5%現在の配当利回り35%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2026/06/30 16:36終値2026/06/30 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yagi & Co.,Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
New Risk • Jun 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.3b (US$82.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥13.3b market cap, or US$82.1m).
お知らせ • May 13Yagi & Co.,Ltd. (TSE:7460) announces an Equity Buyback for 800,000 shares, representing 3.28% for ¥1,500 million.Yagi & Co.,Ltd. (TSE:7460) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 3.28% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment. The program is valid till March 31, 2027. As of May 11, 2026, the company has 24,364,059 issued shares (excluding treasury stock) and 535,941 treasury shares.
Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥444 (vs JP¥314 in FY 2025)Full year 2026 results: EPS: JP¥444 (up from JP¥314 in FY 2025). Revenue: JP¥85.9b (up 3.1% from FY 2025). Net income: JP¥3.67b (up 40% from FY 2025). Profit margin: 4.3% (up from 3.1% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Yagi & Co.,Ltd., Annual General Meeting, Jun 26, 2026Yagi & Co.,Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10Yagi & Co.,Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Yagi & Co.,Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥97.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.9%).
New Risk • Jun 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.3b (US$82.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥13.3b market cap, or US$82.1m).
お知らせ • May 13Yagi & Co.,Ltd. (TSE:7460) announces an Equity Buyback for 800,000 shares, representing 3.28% for ¥1,500 million.Yagi & Co.,Ltd. (TSE:7460) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 3.28% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment. The program is valid till March 31, 2027. As of May 11, 2026, the company has 24,364,059 issued shares (excluding treasury stock) and 535,941 treasury shares.
Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥444 (vs JP¥314 in FY 2025)Full year 2026 results: EPS: JP¥444 (up from JP¥314 in FY 2025). Revenue: JP¥85.9b (up 3.1% from FY 2025). Net income: JP¥3.67b (up 40% from FY 2025). Profit margin: 4.3% (up from 3.1% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Yagi & Co.,Ltd., Annual General Meeting, Jun 26, 2026Yagi & Co.,Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10Yagi & Co.,Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Yagi & Co.,Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥97.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.9%).
New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change).
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥4,005, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 14x in the Retail Distributors industry in Japan. Total returns to shareholders of 281% over the past three years.
お知らせ • Dec 10Yagi & Co.,Ltd. to Report Q3, 2026 Results on Feb 09, 2026Yagi & Co.,Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026
Buy Or Sell Opportunity • Nov 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.4% to JP¥3,230. The fair value is estimated to be JP¥4,058, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 55%.
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥123 (vs JP¥27.75 in 2Q 2025)Second quarter 2026 results: EPS: JP¥123 (up from JP¥27.75 in 2Q 2025). Revenue: JP¥19.8b (up 2.4% from 2Q 2025). Net income: JP¥1.04b (up 347% from 2Q 2025). Profit margin: 5.2% (up from 1.2% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 26Yagi & Co.,Ltd. (TSE:7460) announces an Equity Buyback for 360,000 shares, representing 4.21% for ¥1,130.4 million.Yagi & Co.,Ltd. (TSE:7460) announces a share repurchase program. Under the program, the company will repurchase up to 360,000 shares, representing 4.21% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,130.4 million. The shares will be repurchased at a price of ¥3,140 per share. The purpose of the program is to implement a flexible capital policy in response to changes in the business environment. The program is valid till September 29, 2025. As of June 30, 2025, the company has 8,557,484 issued shares (excluding treasury stock) and 582,516 treasury shares.
お知らせ • Sep 19Yagi & Co.,Ltd. to Report Q2, 2026 Results on Nov 10, 2025Yagi & Co.,Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025
お知らせ • Aug 08Yagi & Co., Ltd. Unveil Fujiloom for the First Time At the Superzoo Exhibition in UsaYagi & Co. Ltd. will unveil FUJILOOM for the first time at the SUPERZOO Exhibition in USA. FUJILOOM blankets, mats, and throw towels are made with LAVATECH, proprietary far-infrared textile technology. Soft, breathable, and scientifically developed, each piece is designed to support pet's comfort, sleep quality, and emotional calm. Whether at home or on the go, FUJILOOM elevates everyday pet life with natural function, thoughtful design, and Japanese craftsmanship.
Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥76.21 (vs JP¥57.81 in 1Q 2025)First quarter 2026 results: EPS: JP¥76.21 (up from JP¥57.81 in 1Q 2025). Revenue: JP¥19.7b (down 1.1% from 1Q 2025). Net income: JP¥639.0m (up 33% from 1Q 2025). Profit margin: 3.2% (up from 2.4% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 08Yagi & Co.,Ltd. (TSE:7460) Soars 25% But It's A Story Of Risk Vs RewardYagi & Co.,Ltd. ( TSE:7460 ) shares have continued their recent momentum with a 25% gain in the last month alone...
お知らせ • Jul 08Yagi & Co.,Ltd. to Report Q1, 2026 Results on Aug 04, 2025Yagi & Co.,Ltd. announced that they will report Q1, 2026 results on Aug 04, 2025
Reported Earnings • May 14Full year 2025 earnings released: EPS: JP¥314 (vs JP¥249 in FY 2024)Full year 2025 results: EPS: JP¥314 (up from JP¥249 in FY 2024). Revenue: JP¥83.4b (flat on FY 2024). Net income: JP¥2.63b (up 27% from FY 2024). Profit margin: 3.1% (up from 2.5% in FY 2024). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Yagi & Co.,Ltd., Annual General Meeting, Jun 27, 2025Yagi & Co.,Ltd., Annual General Meeting, Jun 27, 2025.
お知らせ • Mar 27Yagi & Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Yagi & Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥148 (vs JP¥134 in 3Q 2024)Third quarter 2025 results: EPS: JP¥148 (up from JP¥134 in 3Q 2024). Revenue: JP¥22.3b (up 4.2% from 3Q 2024). Net income: JP¥1.24b (up 11% from 3Q 2024). Profit margin: 5.5% (up from 5.2% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 17Yagi & Co.,Ltd. to Report Q3, 2025 Results on Feb 07, 2025Yagi & Co.,Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥27.75 (vs JP¥29.84 in 2Q 2024)Second quarter 2025 results: EPS: JP¥27.75 (down from JP¥29.84 in 2Q 2024). Revenue: JP¥19.4b (down 7.0% from 2Q 2024). Net income: JP¥232.0m (down 6.5% from 2Q 2024). Profit margin: 1.2% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.8b (US$99.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.1% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥14.8b market cap, or US$99.7m).
お知らせ • Sep 27Yagi & Co.,Ltd. to Report Q2, 2025 Results on Nov 08, 2024Yagi & Co.,Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥57.81 (vs JP¥49.91 in 1Q 2024)First quarter 2025 results: EPS: JP¥57.81 (up from JP¥49.91 in 1Q 2024). Revenue: JP¥19.9b (down 1.3% from 1Q 2024). Net income: JP¥482.0m (up 16% from 1Q 2024). Profit margin: 2.4% (up from 2.0% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 05It's Down 27% But Yagi & Co.,Ltd. (TSE:7460) Could Be Riskier Than It LooksYagi & Co.,Ltd. ( TSE:7460 ) shareholders won't be pleased to see that the share price has had a very rough month...
New Risk • Aug 05New 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 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (JP¥13.5b market cap, or US$95.1m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,624, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 10x in the Retail Distributors industry in Japan. Total returns to shareholders of 21% over the past three years.
お知らせ • Jul 12Yagi & Co.,Ltd. to Report Q1, 2025 Results on Aug 02, 2024Yagi & Co.,Ltd. announced that they will report Q1, 2025 results on Aug 02, 2024
お知らせ • May 15Yagi & Co.,Ltd., Annual General Meeting, Jun 27, 2024Yagi & Co.,Ltd., Annual General Meeting, Jun 27, 2024.
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥249 (vs JP¥122 in FY 2023)Full year 2024 results: EPS: JP¥249 (up from JP¥122 in FY 2023). Revenue: JP¥82.8b (down 4.1% from FY 2023). Net income: JP¥2.08b (up 105% from FY 2023). Profit margin: 2.5% (up from 1.2% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Mar 28Yagi & Co.,Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Yagi & Co.,Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥63.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥134 (vs JP¥30.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥134 (up from JP¥30.90 in 3Q 2023). Revenue: JP¥21.4b (down 10% from 3Q 2023). Net income: JP¥1.11b (up 334% from 3Q 2023). Profit margin: 5.2% (up from 1.1% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Jan 06Yagi & Co.,Ltd. to Report Q3, 2024 Results on Feb 09, 2024Yagi & Co.,Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥29.84 (vs JP¥37.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.84 (down from JP¥37.04 in 2Q 2023). Revenue: JP¥20.8b (down 2.0% from 2Q 2023). Net income: JP¥248.0m (down 20% from 2Q 2023). Profit margin: 1.2% (down from 1.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Oct 31Yagi & Co.,Ltd. Launches Cotton iD, A Proprietary System for Clarifying the Traceability of Organic CottonYagi & Co. Ltd. announced that it have made and started operating a proprietary system for consistent traceability management, from field to yarn, via a proprietary management system that links the international certifications for the organic cotton produced in India that company handle. There are several international certifications and standards for organic cotton. These begins with Ginning, the process of separating the seed and cotton from the harvested cotton ball and cotton to ensure traceability for yarn, fabrics, and the final product. However, for processes prior to that stage, the certification standard for organic agricultural products is applied to cotton balls and the field. Existence of these two different certifications makes it difficult to achieve consistent traceability management for organic cotton (products). In the past, there were cases in which large-scale fraud came to light related to organic cotton in India, the world's largest producer country of organic cotton. Traceability aimed for by Cotton iD: The company made and started operating a proprietary management system that links the two international certifications for the organic cotton produced in India that it handle. This system enables consistent traceability management from the cotton field to thread. Through this system, it can achieve incredibly transparent traceability for 85% or more of the organic cotton that it handle, from cotton field to thread. The company started distribution of products with brand “Unito Organic” which covers yarn, textile & garment. It can provide certifications of this management to customers purchasing applicable organic cotton from company.
お知らせ • Oct 08Yagi & Co.,Ltd. to Report Q2, 2024 Results on Nov 10, 2023Yagi & Co.,Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥49.91 (vs JP¥13.21 in 1Q 2023)First quarter 2024 results: EPS: JP¥49.91 (up from JP¥13.21 in 1Q 2023). Revenue: JP¥20.2b (up 5.0% from 1Q 2023). Net income: JP¥414.0m (up 276% from 1Q 2023). Profit margin: 2.0% (up from 0.6% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% 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.
お知らせ • Jul 06Yagi & Co.,Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yagi & Co.,Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥122 (vs JP¥44.00 in FY 2022)Full year 2023 results: EPS: JP¥122 (up from JP¥44.00 in FY 2022). Revenue: JP¥86.4b (up 12% from FY 2022). Net income: JP¥1.01b (up 177% from FY 2022). Profit margin: 1.2% (up from 0.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥48.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.4%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥30.90 (vs JP¥59.47 in 3Q 2022)Third quarter 2023 results: EPS: JP¥30.90 (down from JP¥59.47 in 3Q 2022). Revenue: JP¥23.9b (up 13% from 3Q 2022). Net income: JP¥257.0m (down 48% from 3Q 2022). Profit margin: 1.1% (down from 2.3% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 06Yagi & Co.,Ltd. to Report Q3, 2023 Results on Feb 10, 2023Yagi & Co.,Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Yoshifumi Ikeda was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥37.04 (vs JP¥29.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥37.04 (up from JP¥29.20 in 2Q 2022). Revenue: JP¥21.3b (up 12% from 2Q 2022). Net income: JP¥309.0m (up 27% from 2Q 2022). Profit margin: 1.5% (up from 1.3% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 12Yagi & Co.,Ltd. (TSE:7460) announces an Equity Buyback for 60,000 shares, representing 0.72% for ¥67.26 million.Yagi & Co.,Ltd. (TSE:7460) announces a share repurchase program. Under the program, the company will repurchase up to 60,000 shares, representing 0.72% of its issued share capital (excluding treasury stock), for a total purchase price of ¥67.26 million. The shares will be repurchased at a price of ¥1,121 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. As of September 30, 2022, the company has 8,355,135 issued shares (excluding treasury stock) and 844,865 treasury shares.
お知らせ • Sep 17Yagi & Co.,Ltd. to Report Q2, 2023 Results on Nov 11, 2022Yagi & Co.,Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥13.21 (vs JP¥41.80 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.21 (down from JP¥41.80 in 1Q 2022). Revenue: JP¥19.2b (up 2.9% from 1Q 2022). Net income: JP¥110.0m (down 68% from 1Q 2022). Profit margin: 0.6% (down from 1.9% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 30Yagi & Co.,Ltd. to Report Q1, 2023 Results on Aug 05, 2022Yagi & Co.,Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥44.00 (vs JP¥184 in FY 2021)Full year 2022 results: EPS: JP¥44.00 (down from JP¥184 in FY 2021). Revenue: JP¥77.5b (down 32% from FY 2021). Net income: JP¥366.0m (down 76% from FY 2021). Profit margin: 0.5% (down from 1.3% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • May 13Yagi & Co.,Ltd., Annual General Meeting, Jun 29, 2022Yagi & Co.,Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Yoshifumi Ikeda was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 09Yagi & Co.,Ltd. to Report Fiscal Year 2022 Results on May 11, 2022Yagi & Co.,Ltd. announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥48.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.4%).
Reported Earnings • Feb 08Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥59.46 (down from JP¥111 in 3Q 2021). Revenue: JP¥21.2b (down 33% from 3Q 2021). Net income: JP¥495.0m (down 46% from 3Q 2021). Profit margin: 2.3% (down from 2.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥29.19 (vs JP¥52.09 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥19.0b (down 31% from 2Q 2021). Net income: JP¥243.0m (down 44% from 2Q 2021). Profit margin: 1.3% (down from 1.6% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥41.80 (vs JP¥31.28 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥18.7b (down 25% from 1Q 2021). Net income: JP¥347.0m (up 34% from 1Q 2021). Profit margin: 1.9% (up from 1.0% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 11Full year 2021 earnings released: EPS JP¥184 (vs JP¥122 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥114.2b (down 4.0% from FY 2020). Net income: JP¥1.53b (up 51% from FY 2020). Profit margin: 1.3% (up from 0.8% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥111 (vs JP¥96.18 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥31.4b (down 1.2% from 3Q 2020). Net income: JP¥919.0m (up 16% from 3Q 2020). Profit margin: 2.9% (up from 2.5% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 30Yagi & Co.,Ltd. to Report Q3, 2021 Results on Feb 08, 2021Yagi & Co.,Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021
Is New 90 Day High Low • Jan 20New 90-day high: JP¥1,710The company is up 18% from its price of JP¥1,447 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is down 2.0% over the same period.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,710, the stock is trading at a trailing P/E ratio of 29.2x, up from the previous P/E ratio of 24x. This compares to an average P/E of 16x in the Retail Distributors industry in Japan. Total return to shareholders over the past three years is a loss of 33%.
お知らせ • Oct 10Yagi & Co.,Ltd. to Report Q2, 2021 Results on Nov 11, 2020Yagi & Co.,Ltd. announced that they will report Q2, 2021 results on Nov 11, 2020
お知らせ • Aug 09Yagi & Co.,Ltd. to Report Q1, 2021 Results on Aug 06, 2020Yagi & Co.,Ltd. announced that they will report Q1, 2021 results on Aug 06, 2020
