View ValuationYagiLtd 将来の成長Future 基準チェック /06現在、 YagiLtdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Retail Distributors 収益成長3.7%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Aug 04First quarter 2027 earnings released: EPS: JP¥68.09 (vs JP¥25.41 in 1Q 2026)First quarter 2027 results: EPS: JP¥68.09. Revenue: JP¥20.4b (up 3.3% from 1Q 2026). Net income: JP¥553.0m (down 14% from 1Q 2026). Profit margin: 2.7% (down from 3.2% in 1Q 2026). The decrease in margin was driven by higher expenses.お知らせ • Jun 30Yagi & Co.,Ltd. to Report Q1, 2027 Results on Aug 03, 2026Yagi & Co.,Ltd. announced that they will report Q1, 2027 results on Aug 03, 2026New 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 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、YagiLtd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:7460 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/202686,5843,584N/AN/AN/A3/31/202685,9343,6703,2894,388N/A12/31/202585,0974,251N/AN/AN/A9/30/202583,6143,5863,1974,201N/A6/30/202583,1512,782N/AN/AN/A3/31/202583,3762,6253,6154,561N/A12/31/202482,0292,252N/AN/AN/A9/30/202481,1252,1274,7405,564N/A6/30/202482,5822,143N/AN/AN/A3/31/202482,8462,0751,2862,120N/A12/31/202384,5242,113N/AN/AN/A9/30/202386,9531,25673552N/A6/30/202387,3871,317N/AN/AN/A3/31/202386,4221,0137271,087N/A12/31/202282,927-43N/AN/AN/A9/30/202280,272195120466N/A6/30/202278,063129N/AN/AN/A3/31/202277,5243662,7323,018N/A12/31/202189,1571,000N/AN/AN/A9/30/202199,3941,424-933-265N/A6/30/2021107,9521,613N/AN/AN/A3/31/2021114,2401,525-1,554-881N/A12/31/2020111,103608N/AN/AN/A9/30/2020111,4834852,3622,883N/A6/30/2020116,548601N/AN/AN/A3/31/2020118,9481,009N/A4,073N/A12/31/2019120,3652,100N/AN/AN/A9/30/2019120,1171,861N/A2,630N/A6/30/2019118,8312,177N/AN/AN/A3/31/2019119,3881,663N/A1,227N/A12/31/2018117,9211,266N/AN/AN/A9/30/2018116,5471,413N/A148N/A6/30/2018115,1811,463N/AN/AN/A3/31/2018114,5611,654N/A-737N/A12/31/2017114,7581,808N/AN/AN/A9/30/2017112,4381,781N/A1,665N/A6/30/2017112,1901,920N/AN/AN/A3/31/2017112,8541,576N/A5,121N/A12/31/2016114,6731,794N/AN/AN/A9/30/2016117,0951,856N/A1,927N/A6/30/2016116,7271,638N/AN/AN/A3/31/2016115,6951,975N/A760N/A12/31/2015114,2991,627N/AN/AN/A9/30/2015115,1421,829N/A1,026N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7460の予測収益成長が 貯蓄率 ( 0.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 7460の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 7460の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 7460の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 7460の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7460の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/07 00:39終値2026/08/07 00:00収益2026/06/30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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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
Reported Earnings • Aug 04First quarter 2027 earnings released: EPS: JP¥68.09 (vs JP¥25.41 in 1Q 2026)First quarter 2027 results: EPS: JP¥68.09. Revenue: JP¥20.4b (up 3.3% from 1Q 2026). Net income: JP¥553.0m (down 14% from 1Q 2026). Profit margin: 2.7% (down from 3.2% in 1Q 2026). The decrease in margin was driven by higher expenses.
お知らせ • Jun 30Yagi & Co.,Ltd. to Report Q1, 2027 Results on Aug 03, 2026Yagi & Co.,Ltd. announced that they will report Q1, 2027 results on Aug 03, 2026
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