View Future GrowthHIMARAYALtd 過去の業績過去 基準チェック /06HIMARAYALtdの収益は年間平均-59.2%の割合で減少していますが、 Specialty Retail業界の収益は年間 増加しています。収益は年間8.2% 0.4%割合で 減少しています。主要情報-59.19%収益成長率-59.15%EPS成長率Specialty Retail 業界の成長11.17%収益成長率-0.37%株主資本利益率-1.00%ネット・マージン-0.26%次回の業績アップデート15 Oct 2026最近の業績更新お知らせ • Aug 09HIMARAYA Co.,Ltd. to Report Fiscal Year 2026 Results on Oct 15, 2026HIMARAYA Co.,Ltd. announced that they will report fiscal year 2026 results on Oct 15, 2026Reported Earnings • Jul 14Third quarter 2026 earnings released: EPS: JP¥15.69 (vs JP¥11.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.69 (up from JP¥11.80 in 3Q 2025). Revenue: JP¥16.2b (up 1.8% from 3Q 2025). Net income: JP¥192.0m (up 32% from 3Q 2025). Profit margin: 1.2% (up from 0.9% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥11.25 (vs JP¥24.49 in 2Q 2025)Second quarter 2026 results: EPS: JP¥11.25 (down from JP¥24.49 in 2Q 2025). Revenue: JP¥15.5b (flat on 2Q 2025). Net income: JP¥138.0m (down 54% from 2Q 2025). Profit margin: 0.9% (down from 1.9% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.お知らせ • Apr 03HIMARAYA Co.,Ltd. to Report Q2, 2026 Results on Apr 10, 2026HIMARAYA Co.,Ltd. announced that they will report Q2, 2026 results on Apr 10, 2026Reported Earnings • Jan 15First quarter 2026 earnings released: JP¥25.30 loss per share (vs JP¥20.92 loss in 1Q 2025)First quarter 2026 results: JP¥25.30 loss per share (further deteriorated from JP¥20.92 loss in 1Q 2025). Revenue: JP¥13.5b (up 1.7% from 1Q 2025). Net loss: JP¥311.0m (loss widened 21% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.お知らせ • Nov 21HIMARAYA Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026HIMARAYA Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026すべての更新を表示Recent updatesUpcoming Dividend • Aug 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 August 2026. Payment date: 27 November 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).お知らせ • Aug 09HIMARAYA Co.,Ltd. to Report Fiscal Year 2026 Results on Oct 15, 2026HIMARAYA Co.,Ltd. announced that they will report fiscal year 2026 results on Oct 15, 2026Reported Earnings • Jul 14Third quarter 2026 earnings released: EPS: JP¥15.69 (vs JP¥11.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.69 (up from JP¥11.80 in 3Q 2025). Revenue: JP¥16.2b (up 1.8% from 3Q 2025). Net income: JP¥192.0m (up 32% from 3Q 2025). Profit margin: 1.2% (up from 0.9% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥11.25 (vs JP¥24.49 in 2Q 2025)Second quarter 2026 results: EPS: JP¥11.25 (down from JP¥24.49 in 2Q 2025). Revenue: JP¥15.5b (flat on 2Q 2025). Net income: JP¥138.0m (down 54% from 2Q 2025). Profit margin: 0.9% (down from 1.9% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.お知らせ • Apr 03HIMARAYA Co.,Ltd. to Report Q2, 2026 Results on Apr 10, 2026HIMARAYA Co.,Ltd. announced that they will report Q2, 2026 results on Apr 10, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 18 May 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 15First quarter 2026 earnings released: JP¥25.30 loss per share (vs JP¥20.92 loss in 1Q 2025)First quarter 2026 results: JP¥25.30 loss per share (further deteriorated from JP¥20.92 loss in 1Q 2025). Revenue: JP¥13.5b (up 1.7% from 1Q 2025). Net loss: JP¥311.0m (loss widened 21% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.Board Change • Dec 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Chairman, President & CEO Manabu Oda was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 21HIMARAYA Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026HIMARAYA Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026Reported Earnings • Oct 11Full year 2025 earnings released: EPS: JP¥0.90 (vs JP¥16.73 in FY 2024)Full year 2025 results: EPS: JP¥0.90 (down from JP¥16.73 in FY 2024). Revenue: JP¥60.4b (up 3.3% from FY 2024). Net income: JP¥11.0m (down 95% from FY 2024). Profit margin: 0% (down from 0.4% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.お知らせ • Oct 10HIMARAYA Co.,Ltd., Annual General Meeting, Nov 26, 2025HIMARAYA Co.,Ltd., Annual General Meeting, Nov 26, 2025.Upcoming Dividend • Aug 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 November 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Aug 12HIMARAYA Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 10, 2025HIMARAYA Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 10, 2025Reported Earnings • Jul 14Third quarter 2025 earnings released: EPS: JP¥11.80 (vs JP¥12.18 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.80 (down from JP¥12.18 in 3Q 2024). Revenue: JP¥16.0b (up 5.7% from 3Q 2024). Net income: JP¥145.0m (down 3.3% from 3Q 2024). Profit margin: 0.9% (down from 1.0% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.分析記事 • Apr 19We Think HIMARAYALtd's (TSE:7514) Healthy Earnings Might Be ConservativeHIMARAYA Co.,Ltd.'s ( TSE:7514 ) solid earnings announcement recently didn't do much to the stock price. Our analysis...Reported Earnings • Apr 12Second quarter 2025 earnings released: EPS: JP¥24.49 (vs JP¥3.73 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.49 (up from JP¥3.73 in 2Q 2024). Revenue: JP¥15.5b (up 6.3% from 2Q 2024). Net income: JP¥301.0m (up JP¥255.0m from 2Q 2024). Profit margin: 1.9% (up from 0.3% in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Feb 20Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 15 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).お知らせ • Feb 05HIMARAYA Co.,Ltd. to Report Q2, 2025 Results on Apr 11, 2025HIMARAYA Co.,Ltd. announced that they will report Q2, 2025 results on Apr 11, 2025Reported Earnings • Jan 15First quarter 2025 earnings released: JP¥20.92 loss per share (vs JP¥4.23 profit in 1Q 2024)First quarter 2025 results: JP¥20.92 loss per share (down from JP¥4.23 profit in 1Q 2024). Revenue: JP¥13.3b (down 1.6% from 1Q 2024). Net loss: JP¥257.0m (down JP¥309.0m from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • Nov 19HIMARAYA Co.,Ltd. to Report Q1, 2025 Results on Jan 14, 2025HIMARAYA Co.,Ltd. announced that they will report Q1, 2025 results on Jan 14, 2025分析記事 • Oct 18Some Investors May Be Willing To Look Past HIMARAYALtd's (TSE:7514) Soft EarningsShareholders appeared unconcerned with HIMARAYA Co.,Ltd.'s ( TSE:7514 ) lackluster earnings report last week. We did...Reported Earnings • Oct 16Full year 2024 earnings released: EPS: JP¥16.73 (vs JP¥47.97 in FY 2023)Full year 2024 results: EPS: JP¥16.73 (down from JP¥47.97 in FY 2023). Revenue: JP¥58.5b (down 2.7% from FY 2023). Net income: JP¥206.0m (down 65% from FY 2023). Profit margin: 0.4% (down from 1.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 62% 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 • Oct 11HIMARAYA Co.,Ltd., Annual General Meeting, Nov 27, 2024HIMARAYA Co.,Ltd., Annual General Meeting, Nov 27, 2024.Upcoming Dividend • Aug 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 02 December 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Aug 03HIMARAYA Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 11, 2024HIMARAYA Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 11, 2024Reported Earnings • Jul 11Third quarter 2024 earnings released: EPS: JP¥12.18 (vs JP¥16.28 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.18 (down from JP¥16.28 in 3Q 2023). Revenue: JP¥15.1b (down 4.7% from 3Q 2023). Net income: JP¥150.0m (down 25% from 3Q 2023). Profit margin: 1.0% (down from 1.3% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 53% 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.お知らせ • May 29HIMARAYA Co.,Ltd. to Report Q3, 2024 Results on Jul 09, 2024HIMARAYA Co.,Ltd. announced that they will report Q3, 2024 results on Jul 09, 2024Reported Earnings • Apr 10Second quarter 2024 earnings released: EPS: JP¥3.73 (vs JP¥43.38 in 2Q 2023)Second quarter 2024 results: EPS: JP¥3.73 (down from JP¥43.38 in 2Q 2023). Revenue: JP¥14.6b (down 8.0% from 2Q 2023). Net income: JP¥46.0m (down 91% from 2Q 2023). Profit margin: 0.3% (down from 3.4% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 26% 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.Upcoming Dividend • Feb 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 15 May 2024. Payout ratio is on the higher end at 93% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).お知らせ • Jan 28HIMARAYA Co.,Ltd. to Report Q2, 2024 Results on Apr 09, 2024HIMARAYA Co.,Ltd. announced that they will report Q2, 2024 results on Apr 09, 2024Board Change • Jan 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. 4 non-independent directors. Outside Independent Director Mika Imai was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 10First quarter 2024 earnings released: EPS: JP¥4.23 (vs JP¥24.32 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.23 (down from JP¥24.32 in 1Q 2023). Revenue: JP¥13.5b (flat on 1Q 2023). Net income: JP¥52.0m (down 83% from 1Q 2023). Profit margin: 0.4% (down from 2.2% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Dec 05Full year 2023 earnings released: EPS: JP¥47.97 (vs JP¥117 in FY 2022)Full year 2023 results: EPS: JP¥47.97 (down from JP¥117 in FY 2022). Revenue: JP¥60.2b (up 2.1% from FY 2022). Net income: JP¥589.0m (down 59% from FY 2022). Profit margin: 1.0% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Nov 22HIMARAYA Co.,Ltd. to Report Q1, 2024 Results on Jan 09, 2024HIMARAYA Co.,Ltd. announced that they will report Q1, 2024 results on Jan 09, 2024お知らせ • Oct 01HIMARAYA Co.,Ltd., Annual General Meeting, Nov 29, 2023HIMARAYA Co.,Ltd., Annual General Meeting, Nov 29, 2023.New Risk • Sep 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 2.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥11.3b market cap, or US$75.6m).Upcoming Dividend • Aug 23Upcoming dividend of JP¥13.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).お知らせ • Aug 03HIMARAYA Co.,Ltd. to Report Fiscal Year 2023 Results on Sep 29, 2023HIMARAYA Co.,Ltd. announced that they will report fiscal year 2023 results on Sep 29, 2023Reported Earnings • Jul 16Third quarter 2023 earnings released: EPS: JP¥16.28 (vs JP¥44.55 in 3Q 2022)Third quarter 2023 results: EPS: JP¥16.28 (down from JP¥44.55 in 3Q 2022). Revenue: JP¥15.8b (flat on 3Q 2022). Net income: JP¥200.0m (down 63% from 3Q 2022). Profit margin: 1.3% (down from 3.5% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 12HIMARAYA Co.,Ltd. to Report Q3, 2023 Results on Jul 11, 2023HIMARAYA Co.,Ltd. announced that they will report Q3, 2023 results on Jul 11, 2023Reported Earnings • Apr 13Second quarter 2023 earnings released: EPS: JP¥43.38 (vs JP¥37.94 in 2Q 2022)Second quarter 2023 results: EPS: JP¥43.38 (up from JP¥37.94 in 2Q 2022). Revenue: JP¥15.8b (up 5.6% from 2Q 2022). Net income: JP¥533.0m (up 15% from 2Q 2022). Profit margin: 3.4% (up from 3.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of JP¥13.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 16 May 2023. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Jan 31HIMARAYA Co.,Ltd. to Report Q2, 2023 Results on Apr 11, 2023HIMARAYA Co.,Ltd. announced that they will report Q2, 2023 results on Apr 11, 2023Reported Earnings • Jan 11First quarter 2023 earnings released: EPS: JP¥24.32 (vs JP¥27.02 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.32 (down from JP¥27.02 in 1Q 2022). Revenue: JP¥13.6b (up 2.5% from 1Q 2022). Net income: JP¥298.0m (down 10% from 1Q 2022). Profit margin: 2.2% (down from 2.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Dec 04Full year 2022 earnings released: EPS: JP¥117 (vs JP¥115 in FY 2021)Full year 2022 results: EPS: JP¥117 (up from JP¥115 in FY 2021). Revenue: JP¥58.9b (down 5.2% from FY 2021). Net income: JP¥1.43b (up 1.3% from FY 2021). Profit margin: 2.4% (up from 2.3% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 03HIMARAYA Co.,Ltd. to Report Q1, 2023 Results on Dec 27, 2022HIMARAYA Co.,Ltd. announced that they will report Q1, 2023 results on Dec 27, 2022お知らせ • Sep 29HIMARAYA Co.,Ltd., Annual General Meeting, Nov 29, 2022HIMARAYA Co.,Ltd., Annual General Meeting, Nov 29, 2022.Reported Earnings • Sep 29Full year 2022 earnings released: EPS: JP¥117 (vs JP¥115 in FY 2021)Full year 2022 results: EPS: JP¥117 (up from JP¥115 in FY 2021). Revenue: JP¥58.9b (down 5.2% from FY 2021). Net income: JP¥1.43b (up 1.3% from FY 2021). Profit margin: 2.4% (up from 2.3% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Aug 05HIMARAYA Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 27, 2022HIMARAYA Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 27, 2022Reported Earnings • Jun 29Third quarter 2022 earnings released: EPS: JP¥45.04 (vs JP¥57.47 in 3Q 2021)Third quarter 2022 results: EPS: JP¥45.04 (down from JP¥57.47 in 3Q 2021). Revenue: JP¥15.8b (down 4.8% from 3Q 2021). Net income: JP¥552.0m (down 22% from 3Q 2021). Profit margin: 3.5% (down from 4.3% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (10 non-independent directors). Senior MD, GM - Sales Channel & Director Ikki Komori was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 31Second quarter 2022 earnings released: EPS: JP¥38.43 (vs JP¥22.48 in 2Q 2021)Second quarter 2022 results: EPS: JP¥38.43 (up from JP¥22.48 in 2Q 2021). Revenue: JP¥15.0b (down 5.2% from 2Q 2021). Net income: JP¥471.0m (up 70% from 2Q 2021). Profit margin: 3.1% (up from 1.8% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 18Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 29First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥27.51 (up from JP¥24.43 in 1Q 2021). Revenue: JP¥13.2b (down 10% from 1Q 2021). Net income: JP¥338.0m (up 12% from 1Q 2021). Profit margin: 2.6% (up from 2.0% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to JP¥1,104, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 22% over the past three years.Reported Earnings • Sep 29Full year 2021 earnings released: EPS JP¥115 (vs JP¥64.04 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥62.1b (up 7.6% from FY 2020). Net income: JP¥1.41b (up JP¥2.20b from FY 2020). Profit margin: 2.3% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.Upcoming Dividend • Aug 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 26 November 2021. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).Reported Earnings • Jun 30Third quarter 2021 earnings released: EPS JP¥57.46 (vs JP¥57.55 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥16.6b (up 43% from 3Q 2020). Net income: JP¥708.0m (up JP¥1.42b from 3Q 2020). Profit margin: 4.3% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Apr 17Second quarter 2021 earnings released: EPS JP¥22.48 (vs JP¥18.18 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥15.8b (up 2.6% from 2Q 2020). Net income: JP¥277.0m (up JP¥501.0m from 2Q 2020). Profit margin: 1.8% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 29Second quarter 2021 earnings released: EPS JP¥22.48 (vs JP¥18.18 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥15.8b (up 2.6% from 2Q 2020). Net income: JP¥277.0m (up JP¥501.0m from 2Q 2020). Profit margin: 1.8% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Mar 02New 90-day high: JP¥1,062The company is up 16% from its price of JP¥917 on 02 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 9.0% over the same period.お知らせ • Jan 31HIMARAYA Co.,Ltd. to Report Q2, 2021 Results on Mar 26, 2021HIMARAYA Co.,Ltd. announced that they will report Q2, 2021 results on Mar 26, 2021Reported Earnings • Dec 29First quarter 2021 earnings released: EPS JP¥24.43The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥14.8b (up 5.7% from 1Q 2020). Net income: JP¥301.0m (up JP¥463.0m from 1Q 2020). Profit margin: 2.0% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 84% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 28New 90-day high: JP¥1,029The company is up 2.0% from its price of JP¥1,009 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.お知らせ • Jul 17HIMARAYA Co.,Ltd. to Report Fiscal Year 2020 Results on Sep 29, 2020HIMARAYA Co.,Ltd. announced that they will report fiscal year 2020 results on Sep 29, 2020収支内訳HIMARAYALtd の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:7514 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 May 2660,988-15920,870028 Feb 2660,696-20621,006030 Nov 2560,679-4321,049031 Aug 2560,4471120,943031 May 2560,07314720,665028 Feb 2559,20915220,418030 Nov 2458,297-10320,292031 Aug 2458,51220620,117031 May 2458,064-19420,022029 Feb 2458,809-14420,050030 Nov 2360,07434320,072031 Aug 2360,15658919,926031 May 2360,1031,11919,923028 Feb 2360,0821,46519,873030 Nov 2259,2391,39719,667031 Aug 2258,9141,43119,520031 May 2258,9801,46919,653028 Feb 2259,7691,63119,620030 Nov 2160,5911,44319,995031 Aug 2162,1331,41220,195031 May 2163,8751,59219,799028 Feb 2158,91517519,678030 Nov 2058,513-32619,628031 Aug 2057,721-78919,960031 May 2056,998-80820,428029 Feb 2063,56428421,012030 Nov 1965,51660821,459031 Aug 1966,56058721,875031 May 1967,35222122,401028 Feb 1968,10930722,558030 Nov 1867,60260722,440031 Aug 1867,96072822,514031 May 1868,72480322,529028 Feb 1869,6051,05222,945030 Nov 1772,35673323,760031 Aug 1772,90742724,424031 May 1773,4923924,575028 Feb 1773,403-39824,900030 Nov 1672,369-52924,906031 Aug 1672,056-49925,032031 May 1671,51227325,217029 Feb 1671,98362925,399030 Nov 1572,7821,07525,435031 Aug 1572,3601,24225,2100質の高い収益: 7514は現在利益が出ていません。利益率の向上: 7514は現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 7514は利益が出ておらず、過去 5 年間で損失は年間59.2%の割合で増加しています。成長の加速: 7514の過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: 7514は利益が出ていないため、過去 1 年間の収益成長をSpecialty Retail業界 ( 8.6% ) と比較することは困難です。株主資本利益率高いROE: 7514は現在利益が出ていないため、自己資本利益率 ( -1% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YRetail 、過去の業績が好調な企業。View Financial Health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2026/08/21 17:51終値2026/08/21 00:00収益2026/05/31年間収益2025/08/31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HIMARAYA 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。4 アナリスト機関Daisuke MatsumotoDaiwa Securities Co. Ltd.Akihiro HayashiIchiyoshi Research Institute Inc.Kosuke NarikiyoNomura Securities Co. Ltd.1 その他のアナリストを表示
お知らせ • Aug 09HIMARAYA Co.,Ltd. to Report Fiscal Year 2026 Results on Oct 15, 2026HIMARAYA Co.,Ltd. announced that they will report fiscal year 2026 results on Oct 15, 2026
Reported Earnings • Jul 14Third quarter 2026 earnings released: EPS: JP¥15.69 (vs JP¥11.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.69 (up from JP¥11.80 in 3Q 2025). Revenue: JP¥16.2b (up 1.8% from 3Q 2025). Net income: JP¥192.0m (up 32% from 3Q 2025). Profit margin: 1.2% (up from 0.9% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥11.25 (vs JP¥24.49 in 2Q 2025)Second quarter 2026 results: EPS: JP¥11.25 (down from JP¥24.49 in 2Q 2025). Revenue: JP¥15.5b (flat on 2Q 2025). Net income: JP¥138.0m (down 54% from 2Q 2025). Profit margin: 0.9% (down from 1.9% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 03HIMARAYA Co.,Ltd. to Report Q2, 2026 Results on Apr 10, 2026HIMARAYA Co.,Ltd. announced that they will report Q2, 2026 results on Apr 10, 2026
Reported Earnings • Jan 15First quarter 2026 earnings released: JP¥25.30 loss per share (vs JP¥20.92 loss in 1Q 2025)First quarter 2026 results: JP¥25.30 loss per share (further deteriorated from JP¥20.92 loss in 1Q 2025). Revenue: JP¥13.5b (up 1.7% from 1Q 2025). Net loss: JP¥311.0m (loss widened 21% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 21HIMARAYA Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026HIMARAYA Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026
Upcoming Dividend • Aug 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 August 2026. Payment date: 27 November 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).
お知らせ • Aug 09HIMARAYA Co.,Ltd. to Report Fiscal Year 2026 Results on Oct 15, 2026HIMARAYA Co.,Ltd. announced that they will report fiscal year 2026 results on Oct 15, 2026
Reported Earnings • Jul 14Third quarter 2026 earnings released: EPS: JP¥15.69 (vs JP¥11.80 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.69 (up from JP¥11.80 in 3Q 2025). Revenue: JP¥16.2b (up 1.8% from 3Q 2025). Net income: JP¥192.0m (up 32% from 3Q 2025). Profit margin: 1.2% (up from 0.9% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥11.25 (vs JP¥24.49 in 2Q 2025)Second quarter 2026 results: EPS: JP¥11.25 (down from JP¥24.49 in 2Q 2025). Revenue: JP¥15.5b (flat on 2Q 2025). Net income: JP¥138.0m (down 54% from 2Q 2025). Profit margin: 0.9% (down from 1.9% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 03HIMARAYA Co.,Ltd. to Report Q2, 2026 Results on Apr 10, 2026HIMARAYA Co.,Ltd. announced that they will report Q2, 2026 results on Apr 10, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 18 May 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 15First quarter 2026 earnings released: JP¥25.30 loss per share (vs JP¥20.92 loss in 1Q 2025)First quarter 2026 results: JP¥25.30 loss per share (further deteriorated from JP¥20.92 loss in 1Q 2025). Revenue: JP¥13.5b (up 1.7% from 1Q 2025). Net loss: JP¥311.0m (loss widened 21% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
Board Change • Dec 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Chairman, President & CEO Manabu Oda was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 21HIMARAYA Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026HIMARAYA Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026
Reported Earnings • Oct 11Full year 2025 earnings released: EPS: JP¥0.90 (vs JP¥16.73 in FY 2024)Full year 2025 results: EPS: JP¥0.90 (down from JP¥16.73 in FY 2024). Revenue: JP¥60.4b (up 3.3% from FY 2024). Net income: JP¥11.0m (down 95% from FY 2024). Profit margin: 0% (down from 0.4% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 10HIMARAYA Co.,Ltd., Annual General Meeting, Nov 26, 2025HIMARAYA Co.,Ltd., Annual General Meeting, Nov 26, 2025.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 November 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Aug 12HIMARAYA Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 10, 2025HIMARAYA Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 10, 2025
Reported Earnings • Jul 14Third quarter 2025 earnings released: EPS: JP¥11.80 (vs JP¥12.18 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.80 (down from JP¥12.18 in 3Q 2024). Revenue: JP¥16.0b (up 5.7% from 3Q 2024). Net income: JP¥145.0m (down 3.3% from 3Q 2024). Profit margin: 0.9% (down from 1.0% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 19We Think HIMARAYALtd's (TSE:7514) Healthy Earnings Might Be ConservativeHIMARAYA Co.,Ltd.'s ( TSE:7514 ) solid earnings announcement recently didn't do much to the stock price. Our analysis...
Reported Earnings • Apr 12Second quarter 2025 earnings released: EPS: JP¥24.49 (vs JP¥3.73 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.49 (up from JP¥3.73 in 2Q 2024). Revenue: JP¥15.5b (up 6.3% from 2Q 2024). Net income: JP¥301.0m (up JP¥255.0m from 2Q 2024). Profit margin: 1.9% (up from 0.3% in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 15 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
お知らせ • Feb 05HIMARAYA Co.,Ltd. to Report Q2, 2025 Results on Apr 11, 2025HIMARAYA Co.,Ltd. announced that they will report Q2, 2025 results on Apr 11, 2025
Reported Earnings • Jan 15First quarter 2025 earnings released: JP¥20.92 loss per share (vs JP¥4.23 profit in 1Q 2024)First quarter 2025 results: JP¥20.92 loss per share (down from JP¥4.23 profit in 1Q 2024). Revenue: JP¥13.3b (down 1.6% from 1Q 2024). Net loss: JP¥257.0m (down JP¥309.0m from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 19HIMARAYA Co.,Ltd. to Report Q1, 2025 Results on Jan 14, 2025HIMARAYA Co.,Ltd. announced that they will report Q1, 2025 results on Jan 14, 2025
分析記事 • Oct 18Some Investors May Be Willing To Look Past HIMARAYALtd's (TSE:7514) Soft EarningsShareholders appeared unconcerned with HIMARAYA Co.,Ltd.'s ( TSE:7514 ) lackluster earnings report last week. We did...
Reported Earnings • Oct 16Full year 2024 earnings released: EPS: JP¥16.73 (vs JP¥47.97 in FY 2023)Full year 2024 results: EPS: JP¥16.73 (down from JP¥47.97 in FY 2023). Revenue: JP¥58.5b (down 2.7% from FY 2023). Net income: JP¥206.0m (down 65% from FY 2023). Profit margin: 0.4% (down from 1.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 62% 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 • Oct 11HIMARAYA Co.,Ltd., Annual General Meeting, Nov 27, 2024HIMARAYA Co.,Ltd., Annual General Meeting, Nov 27, 2024.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 02 December 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Aug 03HIMARAYA Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 11, 2024HIMARAYA Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 11, 2024
Reported Earnings • Jul 11Third quarter 2024 earnings released: EPS: JP¥12.18 (vs JP¥16.28 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.18 (down from JP¥16.28 in 3Q 2023). Revenue: JP¥15.1b (down 4.7% from 3Q 2023). Net income: JP¥150.0m (down 25% from 3Q 2023). Profit margin: 1.0% (down from 1.3% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 53% 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.
お知らせ • May 29HIMARAYA Co.,Ltd. to Report Q3, 2024 Results on Jul 09, 2024HIMARAYA Co.,Ltd. announced that they will report Q3, 2024 results on Jul 09, 2024
Reported Earnings • Apr 10Second quarter 2024 earnings released: EPS: JP¥3.73 (vs JP¥43.38 in 2Q 2023)Second quarter 2024 results: EPS: JP¥3.73 (down from JP¥43.38 in 2Q 2023). Revenue: JP¥14.6b (down 8.0% from 2Q 2023). Net income: JP¥46.0m (down 91% from 2Q 2023). Profit margin: 0.3% (down from 3.4% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 26% 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.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 15 May 2024. Payout ratio is on the higher end at 93% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
お知らせ • Jan 28HIMARAYA Co.,Ltd. to Report Q2, 2024 Results on Apr 09, 2024HIMARAYA Co.,Ltd. announced that they will report Q2, 2024 results on Apr 09, 2024
Board Change • Jan 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. 4 non-independent directors. Outside Independent Director Mika Imai was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 10First quarter 2024 earnings released: EPS: JP¥4.23 (vs JP¥24.32 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.23 (down from JP¥24.32 in 1Q 2023). Revenue: JP¥13.5b (flat on 1Q 2023). Net income: JP¥52.0m (down 83% from 1Q 2023). Profit margin: 0.4% (down from 2.2% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Dec 05Full year 2023 earnings released: EPS: JP¥47.97 (vs JP¥117 in FY 2022)Full year 2023 results: EPS: JP¥47.97 (down from JP¥117 in FY 2022). Revenue: JP¥60.2b (up 2.1% from FY 2022). Net income: JP¥589.0m (down 59% from FY 2022). Profit margin: 1.0% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Nov 22HIMARAYA Co.,Ltd. to Report Q1, 2024 Results on Jan 09, 2024HIMARAYA Co.,Ltd. announced that they will report Q1, 2024 results on Jan 09, 2024
お知らせ • Oct 01HIMARAYA Co.,Ltd., Annual General Meeting, Nov 29, 2023HIMARAYA Co.,Ltd., Annual General Meeting, Nov 29, 2023.
New Risk • Sep 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 2.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥11.3b market cap, or US$75.6m).
Upcoming Dividend • Aug 23Upcoming dividend of JP¥13.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).
お知らせ • Aug 03HIMARAYA Co.,Ltd. to Report Fiscal Year 2023 Results on Sep 29, 2023HIMARAYA Co.,Ltd. announced that they will report fiscal year 2023 results on Sep 29, 2023
Reported Earnings • Jul 16Third quarter 2023 earnings released: EPS: JP¥16.28 (vs JP¥44.55 in 3Q 2022)Third quarter 2023 results: EPS: JP¥16.28 (down from JP¥44.55 in 3Q 2022). Revenue: JP¥15.8b (flat on 3Q 2022). Net income: JP¥200.0m (down 63% from 3Q 2022). Profit margin: 1.3% (down from 3.5% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12HIMARAYA Co.,Ltd. to Report Q3, 2023 Results on Jul 11, 2023HIMARAYA Co.,Ltd. announced that they will report Q3, 2023 results on Jul 11, 2023
Reported Earnings • Apr 13Second quarter 2023 earnings released: EPS: JP¥43.38 (vs JP¥37.94 in 2Q 2022)Second quarter 2023 results: EPS: JP¥43.38 (up from JP¥37.94 in 2Q 2022). Revenue: JP¥15.8b (up 5.6% from 2Q 2022). Net income: JP¥533.0m (up 15% from 2Q 2022). Profit margin: 3.4% (up from 3.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥13.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 16 May 2023. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Jan 31HIMARAYA Co.,Ltd. to Report Q2, 2023 Results on Apr 11, 2023HIMARAYA Co.,Ltd. announced that they will report Q2, 2023 results on Apr 11, 2023
Reported Earnings • Jan 11First quarter 2023 earnings released: EPS: JP¥24.32 (vs JP¥27.02 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.32 (down from JP¥27.02 in 1Q 2022). Revenue: JP¥13.6b (up 2.5% from 1Q 2022). Net income: JP¥298.0m (down 10% from 1Q 2022). Profit margin: 2.2% (down from 2.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Dec 04Full year 2022 earnings released: EPS: JP¥117 (vs JP¥115 in FY 2021)Full year 2022 results: EPS: JP¥117 (up from JP¥115 in FY 2021). Revenue: JP¥58.9b (down 5.2% from FY 2021). Net income: JP¥1.43b (up 1.3% from FY 2021). Profit margin: 2.4% (up from 2.3% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 03HIMARAYA Co.,Ltd. to Report Q1, 2023 Results on Dec 27, 2022HIMARAYA Co.,Ltd. announced that they will report Q1, 2023 results on Dec 27, 2022
お知らせ • Sep 29HIMARAYA Co.,Ltd., Annual General Meeting, Nov 29, 2022HIMARAYA Co.,Ltd., Annual General Meeting, Nov 29, 2022.
Reported Earnings • Sep 29Full year 2022 earnings released: EPS: JP¥117 (vs JP¥115 in FY 2021)Full year 2022 results: EPS: JP¥117 (up from JP¥115 in FY 2021). Revenue: JP¥58.9b (down 5.2% from FY 2021). Net income: JP¥1.43b (up 1.3% from FY 2021). Profit margin: 2.4% (up from 2.3% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Aug 05HIMARAYA Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 27, 2022HIMARAYA Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 27, 2022
Reported Earnings • Jun 29Third quarter 2022 earnings released: EPS: JP¥45.04 (vs JP¥57.47 in 3Q 2021)Third quarter 2022 results: EPS: JP¥45.04 (down from JP¥57.47 in 3Q 2021). Revenue: JP¥15.8b (down 4.8% from 3Q 2021). Net income: JP¥552.0m (down 22% from 3Q 2021). Profit margin: 3.5% (down from 4.3% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (10 non-independent directors). Senior MD, GM - Sales Channel & Director Ikki Komori was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 31Second quarter 2022 earnings released: EPS: JP¥38.43 (vs JP¥22.48 in 2Q 2021)Second quarter 2022 results: EPS: JP¥38.43 (up from JP¥22.48 in 2Q 2021). Revenue: JP¥15.0b (down 5.2% from 2Q 2021). Net income: JP¥471.0m (up 70% from 2Q 2021). Profit margin: 3.1% (up from 1.8% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 29First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥27.51 (up from JP¥24.43 in 1Q 2021). Revenue: JP¥13.2b (down 10% from 1Q 2021). Net income: JP¥338.0m (up 12% from 1Q 2021). Profit margin: 2.6% (up from 2.0% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to JP¥1,104, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 22% over the past three years.
Reported Earnings • Sep 29Full year 2021 earnings released: EPS JP¥115 (vs JP¥64.04 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥62.1b (up 7.6% from FY 2020). Net income: JP¥1.41b (up JP¥2.20b from FY 2020). Profit margin: 2.3% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 26 November 2021. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).
Reported Earnings • Jun 30Third quarter 2021 earnings released: EPS JP¥57.46 (vs JP¥57.55 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥16.6b (up 43% from 3Q 2020). Net income: JP¥708.0m (up JP¥1.42b from 3Q 2020). Profit margin: 4.3% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 17Second quarter 2021 earnings released: EPS JP¥22.48 (vs JP¥18.18 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥15.8b (up 2.6% from 2Q 2020). Net income: JP¥277.0m (up JP¥501.0m from 2Q 2020). Profit margin: 1.8% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 29Second quarter 2021 earnings released: EPS JP¥22.48 (vs JP¥18.18 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥15.8b (up 2.6% from 2Q 2020). Net income: JP¥277.0m (up JP¥501.0m from 2Q 2020). Profit margin: 1.8% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Mar 02New 90-day high: JP¥1,062The company is up 16% from its price of JP¥917 on 02 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 9.0% over the same period.
お知らせ • Jan 31HIMARAYA Co.,Ltd. to Report Q2, 2021 Results on Mar 26, 2021HIMARAYA Co.,Ltd. announced that they will report Q2, 2021 results on Mar 26, 2021
Reported Earnings • Dec 29First quarter 2021 earnings released: EPS JP¥24.43The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥14.8b (up 5.7% from 1Q 2020). Net income: JP¥301.0m (up JP¥463.0m from 1Q 2020). Profit margin: 2.0% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 84% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 28New 90-day high: JP¥1,029The company is up 2.0% from its price of JP¥1,009 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.
お知らせ • Jul 17HIMARAYA Co.,Ltd. to Report Fiscal Year 2020 Results on Sep 29, 2020HIMARAYA Co.,Ltd. announced that they will report fiscal year 2020 results on Sep 29, 2020