View ValuationIDOM 将来の成長Future 基準チェック /36IDOM利益と収益がそれぞれ年間13.1%と7.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.6% 13.1%なると予測されています。主要情報13.1%収益成長率13.10%EPS成長率Specialty Retail 収益成長9.1%収益成長率7.1%将来の株主資本利益率15.61%アナリストカバレッジLow最終更新日19 May 2026今後の成長に関する最新情報分析記事 • Apr 15Earnings Miss: IDOM Inc. Missed EPS By 6.1% And Analysts Are Revising Their ForecastsLast week, you might have seen that IDOM Inc. ( TSE:7599 ) released its full-year result to the market. The early...分析記事 • Jan 17IDOM Inc. Just Beat Revenue Estimates By 8.6%It's been a good week for IDOM Inc. ( TSE:7599 ) shareholders, because the company has just released its latest...お知らせ • Jan 14+ 1 more updateIDOM Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026IDOM Inc. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company reported expects net sales to be JPY 546,800 million. Operating profit to be JPY 20,100 million. Profit attributable to owners of parent to be JPY 12,500 million. Basic earnings per share to be JPY 124.49.分析記事 • Oct 16IDOM Inc. (TSE:7599) Half-Year Results: Here's What Analysts Are Forecasting For This YearInvestors in IDOM Inc. ( TSE:7599 ) had a good week, as its shares rose 5.9% to close at JP¥1,158 following the release...Price Target Changed • Aug 02Price target decreased by 7.6% to JP¥1,572Down from JP¥1,702, the current price target is an average from 5 analysts. New target price is 58% above last closing price of JP¥992. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥137 for next year compared to JP¥134 last year.分析記事 • Jul 18Revenue Beat: IDOM Inc. Exceeded Revenue Forecasts By 6.2% And Analysts Are Updating Their EstimatesIt's been a sad week for IDOM Inc. ( TSE:7599 ), who've watched their investment drop 12% to JP¥985 in the week since...すべての更新を表示Recent updates分析記事 • Apr 15Earnings Miss: IDOM Inc. Missed EPS By 6.1% And Analysts Are Revising Their ForecastsLast week, you might have seen that IDOM Inc. ( TSE:7599 ) released its full-year result to the market. The early...お知らせ • Apr 14IDOM Inc. to Report Q1, 2027 Results on Jul 14, 2026IDOM Inc. announced that they will report Q1, 2027 results on Jul 14, 2026Reported Earnings • Apr 14Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥119 (down from JP¥134 in FY 2025). Revenue: JP¥562.8b (up 13% from FY 2025). Net income: JP¥11.9b (down 11% from FY 2025). Profit margin: 2.1% (down from 2.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 13IDOM Inc., Annual General Meeting, May 26, 2026IDOM Inc., Annual General Meeting, May 26, 2026.Upcoming Dividend • Feb 19Upcoming dividend of JP¥21.92 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).分析記事 • Jan 17IDOM Inc. Just Beat Revenue Estimates By 8.6%It's been a good week for IDOM Inc. ( TSE:7599 ) shareholders, because the company has just released its latest...分析記事 • Jan 15IDOM (TSE:7599) Is Paying Out A Larger Dividend Than Last YearIDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...Reported Earnings • Jan 14Third quarter 2026 earnings released: EPS: JP¥39.07 (vs JP¥33.03 in 3Q 2025)Third quarter 2026 results: EPS: JP¥39.07 (up from JP¥33.03 in 3Q 2025). Revenue: JP¥148.4b (up 13% from 3Q 2025). Net income: JP¥3.92b (up 18% from 3Q 2025). Profit margin: 2.6% (in line with 3Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 14+ 1 more updateIDOM Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026IDOM Inc. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company reported expects net sales to be JPY 546,800 million. Operating profit to be JPY 20,100 million. Profit attributable to owners of parent to be JPY 12,500 million. Basic earnings per share to be JPY 124.49.分析記事 • Nov 14IDOM (TSE:7599) Is Increasing Its Dividend To ¥21.92IDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...Declared Dividend • Nov 14First half dividend of JP¥21.92 announcedShareholders will receive a dividend of JP¥21.92. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Oct 28IDOM's (TSE:7599) Anemic Earnings Might Be Worse Than You ThinkIDOM Inc.'s ( TSE:7599 ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...分析記事 • Oct 16IDOM Inc. (TSE:7599) Half-Year Results: Here's What Analysts Are Forecasting For This YearInvestors in IDOM Inc. ( TSE:7599 ) had a good week, as its shares rose 5.9% to close at JP¥1,158 following the release...Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥28.73 (vs JP¥35.70 in 2Q 2025)Second quarter 2026 results: EPS: JP¥28.73 (down from JP¥35.70 in 2Q 2025). Revenue: JP¥134.6b (up 7.6% from 2Q 2025). Net income: JP¥2.89b (down 20% from 2Q 2025). Profit margin: 2.1% (down from 2.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 21Upcoming dividend of JP¥22.41 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 13 November 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).Price Target Changed • Aug 02Price target decreased by 7.6% to JP¥1,572Down from JP¥1,702, the current price target is an average from 5 analysts. New target price is 58% above last closing price of JP¥992. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥137 for next year compared to JP¥134 last year.分析記事 • Jul 18Revenue Beat: IDOM Inc. Exceeded Revenue Forecasts By 6.2% And Analysts Are Updating Their EstimatesIt's been a sad week for IDOM Inc. ( TSE:7599 ), who've watched their investment drop 12% to JP¥985 in the week since...分析記事 • Jul 17IDOM (TSE:7599) Has Announced That It Will Be Increasing Its Dividend To ¥22.41The board of IDOM Inc. ( TSE:7599 ) has announced that it will be paying its dividend of ¥22.41 on the 13th of...分析記事 • Jul 15Investors Will Want IDOM's (TSE:7599) Growth In ROCE To PersistFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Jul 15First quarter 2026 earnings released: EPS: JP¥22.69 (vs JP¥28.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.69 (down from JP¥28.89 in 1Q 2025). Revenue: JP¥138.5b (up 11% from 1Q 2025). Net income: JP¥2.28b (down 22% from 1Q 2025). Profit margin: 1.6% (down from 2.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Jun 18IDOM (TSE:7599) Will Pay A Larger Dividend Than Last Year At ¥22.41IDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥22.41 on 13th of...Declared Dividend • Jun 18Final dividend of JP¥22.41 announcedShareholders will receive a dividend of JP¥22.41. Ex-date: 28th August 2025 Payment date: 13th November 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 17IDOM Inc. to Report Q3, 2026 Results on Jan 13, 2026IDOM Inc. announced that they will report Q3, 2026 results on Jan 13, 2026Reported Earnings • Jun 03Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥114 in FY 2024). Revenue: JP¥496.7b (up 18% from FY 2024). Net income: JP¥13.4b (up 18% from FY 2024). Profit margin: 2.7% (in line with FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 21IDOM Inc. to Report Q2, 2026 Results on Oct 15, 2025IDOM Inc. announced that they will report Q2, 2026 results on Oct 15, 2025New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change).分析記事 • Apr 24IDOM's (TSE:7599) Shareholders May Want To Dig Deeper Than Statutory ProfitIDOM Inc.'s ( TSE:7599 ) stock didn't jump after it announced some healthy earnings. We think that investors might be...Reported Earnings • Apr 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥114 in FY 2024). Revenue: JP¥496.7b (up 18% from FY 2024). Net income: JP¥13.4b (up 18% from FY 2024). Profit margin: 2.7% (in line with FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 12IDOM Inc. to Report Q1, 2026 Results on Jul 14, 2025IDOM Inc. announced that they will report Q1, 2026 results on Jul 14, 2025お知らせ • Apr 11+ 1 more updateIDOM Inc., Annual General Meeting, May 27, 2025IDOM Inc., Annual General Meeting, May 27, 2025.Buy Or Sell Opportunity • Apr 04Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥1,111. The fair value is estimated to be JP¥1,454, 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 9.0%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 1.2% to JP¥1,106. The fair value is estimated to be JP¥1,391, 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 9.0%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Upcoming Dividend • Feb 20Upcoming dividend of JP¥21.25 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 29 May 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).お知らせ • Jan 29IDOM Inc. to Report Fiscal Year 2025 Results on Apr 11, 2025IDOM Inc. announced that they will report fiscal year 2025 results on Apr 11, 2025分析記事 • Jan 18IDOM Inc. Just Recorded A 19% Revenue Beat: Here's What Analysts ThinkLast week, you might have seen that IDOM Inc. ( TSE:7599 ) released its third-quarter result to the market. The early...Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥33.03 (vs JP¥24.04 in 3Q 2024)Third quarter 2025 results: EPS: JP¥33.03 (up from JP¥24.04 in 3Q 2024). Revenue: JP¥130.9b (up 26% from 3Q 2024). Net income: JP¥3.32b (up 37% from 3Q 2024). Profit margin: 2.5% (up from 2.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 22We Think You Should Be Aware Of Some Concerning Factors In IDOM's (TSE:7599) EarningsIDOM Inc. ( TSE:7599 ) just released a solid earnings report, and the stock displayed some strength. However, we think...Buy Or Sell Opportunity • Oct 22Now 33% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to JP¥1,031. The fair value is estimated to be JP¥1,538, 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 14%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥35.70 (vs JP¥29.43 in 2Q 2024)Second quarter 2025 results: EPS: JP¥35.70 (up from JP¥29.43 in 2Q 2024). Revenue: JP¥125.1b (up 27% from 2Q 2024). Net income: JP¥3.58b (up 21% from 2Q 2024). Profit margin: 2.9% (in line with 2Q 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,248, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,746 per share.分析記事 • Sep 10Is There An Opportunity With IDOM Inc.'s (TSE:7599) 40% Undervaluation?Key Insights The projected fair value for IDOM is JP¥1,764 based on 2 Stage Free Cash Flow to Equity IDOM's JP¥1,060...Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.02 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).分析記事 • Aug 05Investors Give IDOM Inc. (TSE:7599) Shares A 30% HidingThe IDOM Inc. ( TSE:7599 ) share price has fared very poorly over the last month, falling by a substantial 30%. Looking...Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,161, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,503 per share.Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥28.89 (vs JP¥18.60 in 1Q 2024)First quarter 2025 results: EPS: JP¥28.89 (up from JP¥18.60 in 1Q 2024). Revenue: JP¥124.6b (up 18% from 1Q 2024). Net income: JP¥2.90b (up 55% from 1Q 2024). Profit margin: 2.3% (up from 1.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,229. The fair value is estimated to be JP¥1,571, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.5% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Jun 29+ 2 more updatesIDOM Inc. to Report Q3, 2025 Results on Jan 14, 2025IDOM Inc. announced that they will report Q3, 2025 results on Jan 14, 2025分析記事 • Jun 17These 4 Measures Indicate That IDOM (TSE:7599) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Jun 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥114 (down from JP¥141 in FY 2023). Revenue: JP¥419.9b (flat on FY 2023). Net income: JP¥11.4b (down 20% from FY 2023). Profit margin: 2.7% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 28% per year.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,370, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 133% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,587 per share.分析記事 • Apr 16IDOM Inc. (TSE:7599) Held Back By Insufficient Growth Even After Shares Climb 39%Despite an already strong run, IDOM Inc. ( TSE:7599 ) shares have been powering on, with a gain of 39% in the last...New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥114 (down from JP¥141 in FY 2023). Revenue: JP¥419.9b (flat on FY 2023). Net income: JP¥11.4b (down 20% from FY 2023). Profit margin: 2.7% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 14IDOM Inc., Annual General Meeting, May 28, 2024IDOM Inc., Annual General Meeting, May 28, 2024.Price Target Changed • Mar 21Price target increased by 11% to JP¥1,158Up from JP¥1,048, the current price target is an average from 4 analysts. New target price is 11% above last closing price of JP¥1,040. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥97.36 for next year compared to JP¥141 last year.Upcoming Dividend • Feb 21Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 29 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Price Target Changed • Feb 14Price target decreased by 7.2% to JP¥973Down from JP¥1,048, the current price target is an average from 4 analysts. New target price is 6.5% above last closing price of JP¥913. Stock is up 5.2% over the past year. The company is forecast to post earnings per share of JP¥102 for next year compared to JP¥141 last year.Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥24.04 (vs JP¥36.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.04 (down from JP¥36.88 in 3Q 2023). Revenue: JP¥104.0b (up 5.3% from 3Q 2023). Net income: JP¥2.41b (down 35% from 3Q 2023). Profit margin: 2.3% (down from 3.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 13IDOM Inc. to Report Fiscal Year 2024 Results on Apr 12, 2024IDOM Inc. announced that they will report fiscal year 2024 results on Apr 12, 2024Price Target Changed • Dec 17Price target decreased by 9.5% to JP¥1,023Down from JP¥1,130, the current price target is an average from 4 analysts. New target price is 12% above last closing price of JP¥917. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥141 last year.Reported Earnings • Oct 16Second quarter 2024 earnings released: EPS: JP¥29.43 (vs JP¥21.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.43 (up from JP¥21.30 in 2Q 2023). Revenue: JP¥98.4b (up 9.5% from 2Q 2023). Net income: JP¥2.96b (up 38% from 2Q 2023). Profit margin: 3.0% (up from 2.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Price Target Changed • Sep 20Price target decreased by 15% to JP¥1,130Down from JP¥1,330, the current price target is an average from 5 analysts. New target price is 61% above last closing price of JP¥703. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥141 last year.Upcoming Dividend • Aug 23Upcoming dividend of JP¥14.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 07 November 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).New Risk • Jul 26New 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 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change).Valuation Update With 7 Day Price Move • Jul 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥782, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,162 per share.Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥18.60 (vs JP¥53.55 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.60 (down from JP¥53.55 in 1Q 2023). Revenue: JP¥105.3b (down 22% from 1Q 2023). Net income: JP¥1.87b (down 65% from 1Q 2023). Profit margin: 1.8% (down from 4.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Board Change • Jun 29Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 02Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥141 (up from JP¥108 in FY 2022). Revenue: JP¥416.5b (down 9.4% from FY 2022). Net income: JP¥14.2b (up 32% from FY 2022). Profit margin: 3.4% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. 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 19% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥141 (up from JP¥108 in FY 2022). Revenue: JP¥416.5b (down 9.4% from FY 2022). Net income: JP¥14.2b (up 32% from FY 2022). Profit margin: 3.4% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. 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 24% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.20 per share at 2.2% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 1.7% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Price Target Changed • Jan 17Price target increased to JP¥1,235Up from JP¥1,145, the current price target is an average from 4 analysts. New target price is 69% above last closing price of JP¥729. Stock is up 3.8% over the past year. The company is forecast to post earnings per share of JP¥133 for next year compared to JP¥108 last year.Reported Earnings • Jan 14Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥36.88 (up from JP¥34.13 in 3Q 2022). Revenue: JP¥98.8b (down 16% from 3Q 2022). Net income: JP¥3.70b (up 8.1% from 3Q 2022). Profit margin: 3.7% (up from 2.9% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 8.7%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 4.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 31IDOM Inc. to Report Q3, 2023 Results on Jan 13, 2023IDOM Inc. announced that they will report Q3, 2023 results on Jan 13, 2023Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥21.30 (vs JP¥25.49 in 2Q 2022)Second quarter 2023 results: EPS: JP¥21.30 (down from JP¥25.49 in 2Q 2022). Revenue: JP¥89.9b (down 19% from 2Q 2022). Net income: JP¥2.14b (down 16% from 2Q 2022). Profit margin: 2.4% (up from 2.3% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.20 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 07 November 2022. Payout ratio is a comfortable 3.4% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Aug 03IDOM Inc. to Report Q2, 2023 Results on Oct 14, 2022IDOM Inc. announced that they will report Q2, 2023 results on Oct 14, 2022Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: JP¥53.55 (vs JP¥27.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥53.55 (up from JP¥27.41 in 1Q 2022). Revenue: JP¥135.6b (up 16% from 1Q 2022). Net income: JP¥5.38b (up 95% from 1Q 2022). Profit margin: 4.0% (up from 2.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 24% compared to a 7.7% growth forecast for the industry in Japan. 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 23% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 08Swift Holdings Investments Pty Ltd completed the acquisition of IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd.Swift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on April 14, 2022. Swift Holdings Investments will acquire 1,267,811 shares of both the entities. The stock transfer is expected to happen by the end of June. Swift Holdings Investments Pty Ltd completed the acquisition of IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on July 7, 2022.Price Target Changed • Jun 10Price target decreased to JP¥1,073Down from JP¥1,167, the current price target is an average from 5 analysts. New target price is 47% above last closing price of JP¥728. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥108 last year.Reported Earnings • Jun 03Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥459.5b (up 21% from FY 2021). Net income: JP¥10.8b (up JP¥9.31b from FY 2021). Profit margin: 2.3% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 20% compared to a 7.5% growth forecast for the retail industry in Japan.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 21IDOM Inc. to Report Q1, 2023 Results on Jul 14, 2022IDOM Inc. announced that they will report Q1, 2023 results on Jul 14, 2022Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥640, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥429 per share.Major Estimate Revision • Apr 21Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥452.5b to JP¥368.2b. EPS estimate increased from JP¥100 to JP¥117 per share. Net income forecast to grow 8.4% next year vs 3.7% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,167 to JP¥1,117. Share price fell 15% to JP¥640 over the past week.お知らせ • Apr 16+ 1 more updateSwift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd.Swift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on April 14, 2022. Swift Holdings Investments will acquire 1,267,811 shares of both the entities. The stock transfer is expected to happen by the end of June.Buying Opportunity • Apr 16Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.9%. The fair value is estimated to be JP¥902, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.Reported Earnings • Apr 15Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥108 (up from JP¥14.76 in FY 2021). Revenue: JP¥459.5b (up 21% from FY 2021). Net income: JP¥10.8b (up JP¥9.31b from FY 2021). Profit margin: 2.3% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is expected to shrink by 20% compared to a 6.6% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥681, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 115% over the past three years.Upcoming Dividend • Feb 18Upcoming dividend of JP¥2.30 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).Reported Earnings • Jan 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥34.13 (down from JP¥38.35 in 3Q 2021). Revenue: JP¥116.8b (up 12% from 3Q 2021). Net income: JP¥3.43b (down 11% from 3Q 2021). Profit margin: 2.9% (down from 3.7% in 3Q 2021). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 75%. Earnings per share (EPS) missed analyst estimates by 75%. Over the next year, revenue is forecast to grow 1.4%, compared to a 7.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS JP¥25.49 (vs JP¥22.80 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥110.8b (up 17% from 2Q 2021). Net income: JP¥2.56b (up 12% from 2Q 2021). Profit margin: 2.3% (down from 2.4% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 33% 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 16% share price decline to JP¥854, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Specialty Retail industry in Japan. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,671 per share.Upcoming Dividend • Aug 23Upcoming dividend of JP¥2.30 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 06 November 2021. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.1%). Lower than average of industry peers (1.4%).業績と収益の成長予測TSE:7599 - 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2/28/2029698,92517,885-4,73013,83342/29/2028668,82016,278-3,65013,12552/28/2027627,92014,508-3,6599,50152/28/2026562,77411,914-9811,059N/A11/30/2025537,66612,732N/AN/AN/A8/31/2025520,13412,125-17,291-6,532N/A5/31/2025510,65212,824N/AN/AN/A2/28/2025496,67813,447-28,647-20,036N/A11/30/2024492,65714,006N/AN/AN/A8/31/2024465,80713,104-19,213-9,647N/A5/31/2024439,15212,475N/AN/AN/A2/29/2024419,85211,4421,4409,648N/A11/30/2023399,97610,223N/AN/AN/A8/31/2023394,73211,5123,9968,547N/A5/31/2023386,17110,696N/AN/AN/A2/28/2023416,51414,205-3,5682,275N/A11/30/2022439,16013,275N/AN/AN/A8/31/2022457,23512,999-3997,487N/A5/31/2022478,12013,419N/AN/AN/A2/28/2022459,53210,7942,8528,276N/A11/30/2021443,1024,996N/AN/AN/A8/31/2021430,2305,4209,78312,141N/A5/31/2021413,8535,150N/AN/AN/A2/28/2021380,5641,48417,66419,508N/A11/30/2020371,1925,174N/AN/AN/A8/31/2020360,5172,79612,59314,474N/A5/31/2020355,2022,184N/AN/AN/A2/29/2020361,6843,54510,64013,757N/A11/30/2019365,8502,949N/AN/AN/A8/31/2019344,7493,103N/A10,845N/A5/31/2019328,205974N/AN/AN/A2/28/2019309,410381N/A-19,593N/A11/30/2018287,9531,858N/AN/AN/A8/31/2018284,6261,859N/A-15,047N/A5/31/2018276,4382,975N/AN/AN/A2/28/2018276,1573,578N/A6,989N/A11/30/2017264,8212,806N/AN/AN/A8/31/2017262,7402,266N/A1,308N/A5/31/2017256,4541,972N/AN/AN/A2/28/2017251,5162,247N/A-4,632N/A11/30/2016249,0362,080N/AN/AN/A8/31/2016239,3052,650N/A-1,499N/A5/31/2016225,7793,595N/AN/AN/A2/29/2016210,0854,111N/A4,121N/A11/30/2015190,1404,742N/AN/AN/A8/31/2015176,0744,204N/A4,308N/A5/31/2015167,3343,624N/AN/AN/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: 7599の予測収益成長率 (年間13.1% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 7599の収益 ( 13.1% ) はJP市場 ( 8.9% ) よりも速いペースで成長すると予測されています。高成長収益: 7599の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 7599の収益 ( 7.1% ) JP市場 ( 5.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 7599の収益 ( 7.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7599の 自己資本利益率 は、3年後には低くなると予測されています ( 15.6 %)。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2026/05/21 13:59終値2026/05/21 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋IDOM Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Jiro KojimaDaiwa Securities Co. Ltd.Naoki FurukawaGoldman SachsHiroyuki TeradaHaitong International Research Limited6 その他のアナリストを表示
分析記事 • Apr 15Earnings Miss: IDOM Inc. Missed EPS By 6.1% And Analysts Are Revising Their ForecastsLast week, you might have seen that IDOM Inc. ( TSE:7599 ) released its full-year result to the market. The early...
分析記事 • Jan 17IDOM Inc. Just Beat Revenue Estimates By 8.6%It's been a good week for IDOM Inc. ( TSE:7599 ) shareholders, because the company has just released its latest...
お知らせ • Jan 14+ 1 more updateIDOM Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026IDOM Inc. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company reported expects net sales to be JPY 546,800 million. Operating profit to be JPY 20,100 million. Profit attributable to owners of parent to be JPY 12,500 million. Basic earnings per share to be JPY 124.49.
分析記事 • Oct 16IDOM Inc. (TSE:7599) Half-Year Results: Here's What Analysts Are Forecasting For This YearInvestors in IDOM Inc. ( TSE:7599 ) had a good week, as its shares rose 5.9% to close at JP¥1,158 following the release...
Price Target Changed • Aug 02Price target decreased by 7.6% to JP¥1,572Down from JP¥1,702, the current price target is an average from 5 analysts. New target price is 58% above last closing price of JP¥992. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥137 for next year compared to JP¥134 last year.
分析記事 • Jul 18Revenue Beat: IDOM Inc. Exceeded Revenue Forecasts By 6.2% And Analysts Are Updating Their EstimatesIt's been a sad week for IDOM Inc. ( TSE:7599 ), who've watched their investment drop 12% to JP¥985 in the week since...
分析記事 • Apr 15Earnings Miss: IDOM Inc. Missed EPS By 6.1% And Analysts Are Revising Their ForecastsLast week, you might have seen that IDOM Inc. ( TSE:7599 ) released its full-year result to the market. The early...
お知らせ • Apr 14IDOM Inc. to Report Q1, 2027 Results on Jul 14, 2026IDOM Inc. announced that they will report Q1, 2027 results on Jul 14, 2026
Reported Earnings • Apr 14Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥119 (down from JP¥134 in FY 2025). Revenue: JP¥562.8b (up 13% from FY 2025). Net income: JP¥11.9b (down 11% from FY 2025). Profit margin: 2.1% (down from 2.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 13IDOM Inc., Annual General Meeting, May 26, 2026IDOM Inc., Annual General Meeting, May 26, 2026.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥21.92 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
分析記事 • Jan 17IDOM Inc. Just Beat Revenue Estimates By 8.6%It's been a good week for IDOM Inc. ( TSE:7599 ) shareholders, because the company has just released its latest...
分析記事 • Jan 15IDOM (TSE:7599) Is Paying Out A Larger Dividend Than Last YearIDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...
Reported Earnings • Jan 14Third quarter 2026 earnings released: EPS: JP¥39.07 (vs JP¥33.03 in 3Q 2025)Third quarter 2026 results: EPS: JP¥39.07 (up from JP¥33.03 in 3Q 2025). Revenue: JP¥148.4b (up 13% from 3Q 2025). Net income: JP¥3.92b (up 18% from 3Q 2025). Profit margin: 2.6% (in line with 3Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 14+ 1 more updateIDOM Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026IDOM Inc. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company reported expects net sales to be JPY 546,800 million. Operating profit to be JPY 20,100 million. Profit attributable to owners of parent to be JPY 12,500 million. Basic earnings per share to be JPY 124.49.
分析記事 • Nov 14IDOM (TSE:7599) Is Increasing Its Dividend To ¥21.92IDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...
Declared Dividend • Nov 14First half dividend of JP¥21.92 announcedShareholders will receive a dividend of JP¥21.92. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 28IDOM's (TSE:7599) Anemic Earnings Might Be Worse Than You ThinkIDOM Inc.'s ( TSE:7599 ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...
分析記事 • Oct 16IDOM Inc. (TSE:7599) Half-Year Results: Here's What Analysts Are Forecasting For This YearInvestors in IDOM Inc. ( TSE:7599 ) had a good week, as its shares rose 5.9% to close at JP¥1,158 following the release...
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥28.73 (vs JP¥35.70 in 2Q 2025)Second quarter 2026 results: EPS: JP¥28.73 (down from JP¥35.70 in 2Q 2025). Revenue: JP¥134.6b (up 7.6% from 2Q 2025). Net income: JP¥2.89b (down 20% from 2Q 2025). Profit margin: 2.1% (down from 2.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥22.41 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 13 November 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
Price Target Changed • Aug 02Price target decreased by 7.6% to JP¥1,572Down from JP¥1,702, the current price target is an average from 5 analysts. New target price is 58% above last closing price of JP¥992. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥137 for next year compared to JP¥134 last year.
分析記事 • Jul 18Revenue Beat: IDOM Inc. Exceeded Revenue Forecasts By 6.2% And Analysts Are Updating Their EstimatesIt's been a sad week for IDOM Inc. ( TSE:7599 ), who've watched their investment drop 12% to JP¥985 in the week since...
分析記事 • Jul 17IDOM (TSE:7599) Has Announced That It Will Be Increasing Its Dividend To ¥22.41The board of IDOM Inc. ( TSE:7599 ) has announced that it will be paying its dividend of ¥22.41 on the 13th of...
分析記事 • Jul 15Investors Will Want IDOM's (TSE:7599) Growth In ROCE To PersistFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Jul 15First quarter 2026 earnings released: EPS: JP¥22.69 (vs JP¥28.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.69 (down from JP¥28.89 in 1Q 2025). Revenue: JP¥138.5b (up 11% from 1Q 2025). Net income: JP¥2.28b (down 22% from 1Q 2025). Profit margin: 1.6% (down from 2.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Jun 18IDOM (TSE:7599) Will Pay A Larger Dividend Than Last Year At ¥22.41IDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥22.41 on 13th of...
Declared Dividend • Jun 18Final dividend of JP¥22.41 announcedShareholders will receive a dividend of JP¥22.41. Ex-date: 28th August 2025 Payment date: 13th November 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 17IDOM Inc. to Report Q3, 2026 Results on Jan 13, 2026IDOM Inc. announced that they will report Q3, 2026 results on Jan 13, 2026
Reported Earnings • Jun 03Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥114 in FY 2024). Revenue: JP¥496.7b (up 18% from FY 2024). Net income: JP¥13.4b (up 18% from FY 2024). Profit margin: 2.7% (in line with FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 21IDOM Inc. to Report Q2, 2026 Results on Oct 15, 2025IDOM Inc. announced that they will report Q2, 2026 results on Oct 15, 2025
New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change).
分析記事 • Apr 24IDOM's (TSE:7599) Shareholders May Want To Dig Deeper Than Statutory ProfitIDOM Inc.'s ( TSE:7599 ) stock didn't jump after it announced some healthy earnings. We think that investors might be...
Reported Earnings • Apr 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥114 in FY 2024). Revenue: JP¥496.7b (up 18% from FY 2024). Net income: JP¥13.4b (up 18% from FY 2024). Profit margin: 2.7% (in line with FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 12IDOM Inc. to Report Q1, 2026 Results on Jul 14, 2025IDOM Inc. announced that they will report Q1, 2026 results on Jul 14, 2025
お知らせ • Apr 11+ 1 more updateIDOM Inc., Annual General Meeting, May 27, 2025IDOM Inc., Annual General Meeting, May 27, 2025.
Buy Or Sell Opportunity • Apr 04Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥1,111. The fair value is estimated to be JP¥1,454, 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 9.0%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 1.2% to JP¥1,106. The fair value is estimated to be JP¥1,391, 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 9.0%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥21.25 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 29 May 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
お知らせ • Jan 29IDOM Inc. to Report Fiscal Year 2025 Results on Apr 11, 2025IDOM Inc. announced that they will report fiscal year 2025 results on Apr 11, 2025
分析記事 • Jan 18IDOM Inc. Just Recorded A 19% Revenue Beat: Here's What Analysts ThinkLast week, you might have seen that IDOM Inc. ( TSE:7599 ) released its third-quarter result to the market. The early...
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥33.03 (vs JP¥24.04 in 3Q 2024)Third quarter 2025 results: EPS: JP¥33.03 (up from JP¥24.04 in 3Q 2024). Revenue: JP¥130.9b (up 26% from 3Q 2024). Net income: JP¥3.32b (up 37% from 3Q 2024). Profit margin: 2.5% (up from 2.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 22We Think You Should Be Aware Of Some Concerning Factors In IDOM's (TSE:7599) EarningsIDOM Inc. ( TSE:7599 ) just released a solid earnings report, and the stock displayed some strength. However, we think...
Buy Or Sell Opportunity • Oct 22Now 33% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to JP¥1,031. The fair value is estimated to be JP¥1,538, 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 14%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥35.70 (vs JP¥29.43 in 2Q 2024)Second quarter 2025 results: EPS: JP¥35.70 (up from JP¥29.43 in 2Q 2024). Revenue: JP¥125.1b (up 27% from 2Q 2024). Net income: JP¥3.58b (up 21% from 2Q 2024). Profit margin: 2.9% (in line with 2Q 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,248, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,746 per share.
分析記事 • Sep 10Is There An Opportunity With IDOM Inc.'s (TSE:7599) 40% Undervaluation?Key Insights The projected fair value for IDOM is JP¥1,764 based on 2 Stage Free Cash Flow to Equity IDOM's JP¥1,060...
Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.02 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
分析記事 • Aug 05Investors Give IDOM Inc. (TSE:7599) Shares A 30% HidingThe IDOM Inc. ( TSE:7599 ) share price has fared very poorly over the last month, falling by a substantial 30%. Looking...
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,161, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,503 per share.
Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥28.89 (vs JP¥18.60 in 1Q 2024)First quarter 2025 results: EPS: JP¥28.89 (up from JP¥18.60 in 1Q 2024). Revenue: JP¥124.6b (up 18% from 1Q 2024). Net income: JP¥2.90b (up 55% from 1Q 2024). Profit margin: 2.3% (up from 1.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,229. The fair value is estimated to be JP¥1,571, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.5% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Jun 29+ 2 more updatesIDOM Inc. to Report Q3, 2025 Results on Jan 14, 2025IDOM Inc. announced that they will report Q3, 2025 results on Jan 14, 2025
分析記事 • Jun 17These 4 Measures Indicate That IDOM (TSE:7599) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Jun 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥114 (down from JP¥141 in FY 2023). Revenue: JP¥419.9b (flat on FY 2023). Net income: JP¥11.4b (down 20% from FY 2023). Profit margin: 2.7% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 28% per year.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,370, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 133% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,587 per share.
分析記事 • Apr 16IDOM Inc. (TSE:7599) Held Back By Insufficient Growth Even After Shares Climb 39%Despite an already strong run, IDOM Inc. ( TSE:7599 ) shares have been powering on, with a gain of 39% in the last...
New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥114 (down from JP¥141 in FY 2023). Revenue: JP¥419.9b (flat on FY 2023). Net income: JP¥11.4b (down 20% from FY 2023). Profit margin: 2.7% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 14IDOM Inc., Annual General Meeting, May 28, 2024IDOM Inc., Annual General Meeting, May 28, 2024.
Price Target Changed • Mar 21Price target increased by 11% to JP¥1,158Up from JP¥1,048, the current price target is an average from 4 analysts. New target price is 11% above last closing price of JP¥1,040. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥97.36 for next year compared to JP¥141 last year.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 29 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Price Target Changed • Feb 14Price target decreased by 7.2% to JP¥973Down from JP¥1,048, the current price target is an average from 4 analysts. New target price is 6.5% above last closing price of JP¥913. Stock is up 5.2% over the past year. The company is forecast to post earnings per share of JP¥102 for next year compared to JP¥141 last year.
Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥24.04 (vs JP¥36.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.04 (down from JP¥36.88 in 3Q 2023). Revenue: JP¥104.0b (up 5.3% from 3Q 2023). Net income: JP¥2.41b (down 35% from 3Q 2023). Profit margin: 2.3% (down from 3.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 13IDOM Inc. to Report Fiscal Year 2024 Results on Apr 12, 2024IDOM Inc. announced that they will report fiscal year 2024 results on Apr 12, 2024
Price Target Changed • Dec 17Price target decreased by 9.5% to JP¥1,023Down from JP¥1,130, the current price target is an average from 4 analysts. New target price is 12% above last closing price of JP¥917. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥141 last year.
Reported Earnings • Oct 16Second quarter 2024 earnings released: EPS: JP¥29.43 (vs JP¥21.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.43 (up from JP¥21.30 in 2Q 2023). Revenue: JP¥98.4b (up 9.5% from 2Q 2023). Net income: JP¥2.96b (up 38% from 2Q 2023). Profit margin: 3.0% (up from 2.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Sep 20Price target decreased by 15% to JP¥1,130Down from JP¥1,330, the current price target is an average from 5 analysts. New target price is 61% above last closing price of JP¥703. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥141 last year.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥14.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 07 November 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).
New Risk • Jul 26New 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 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change).
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥782, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,162 per share.
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥18.60 (vs JP¥53.55 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.60 (down from JP¥53.55 in 1Q 2023). Revenue: JP¥105.3b (down 22% from 1Q 2023). Net income: JP¥1.87b (down 65% from 1Q 2023). Profit margin: 1.8% (down from 4.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Board Change • Jun 29Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 02Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥141 (up from JP¥108 in FY 2022). Revenue: JP¥416.5b (down 9.4% from FY 2022). Net income: JP¥14.2b (up 32% from FY 2022). Profit margin: 3.4% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. 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 19% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥141 (up from JP¥108 in FY 2022). Revenue: JP¥416.5b (down 9.4% from FY 2022). Net income: JP¥14.2b (up 32% from FY 2022). Profit margin: 3.4% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. 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 24% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.20 per share at 2.2% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 1.7% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Price Target Changed • Jan 17Price target increased to JP¥1,235Up from JP¥1,145, the current price target is an average from 4 analysts. New target price is 69% above last closing price of JP¥729. Stock is up 3.8% over the past year. The company is forecast to post earnings per share of JP¥133 for next year compared to JP¥108 last year.
Reported Earnings • Jan 14Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥36.88 (up from JP¥34.13 in 3Q 2022). Revenue: JP¥98.8b (down 16% from 3Q 2022). Net income: JP¥3.70b (up 8.1% from 3Q 2022). Profit margin: 3.7% (up from 2.9% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 8.7%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 4.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 31IDOM Inc. to Report Q3, 2023 Results on Jan 13, 2023IDOM Inc. announced that they will report Q3, 2023 results on Jan 13, 2023
Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥21.30 (vs JP¥25.49 in 2Q 2022)Second quarter 2023 results: EPS: JP¥21.30 (down from JP¥25.49 in 2Q 2022). Revenue: JP¥89.9b (down 19% from 2Q 2022). Net income: JP¥2.14b (down 16% from 2Q 2022). Profit margin: 2.4% (up from 2.3% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.20 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 07 November 2022. Payout ratio is a comfortable 3.4% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Aug 03IDOM Inc. to Report Q2, 2023 Results on Oct 14, 2022IDOM Inc. announced that they will report Q2, 2023 results on Oct 14, 2022
Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: JP¥53.55 (vs JP¥27.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥53.55 (up from JP¥27.41 in 1Q 2022). Revenue: JP¥135.6b (up 16% from 1Q 2022). Net income: JP¥5.38b (up 95% from 1Q 2022). Profit margin: 4.0% (up from 2.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 24% compared to a 7.7% growth forecast for the industry in Japan. 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 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 08Swift Holdings Investments Pty Ltd completed the acquisition of IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd.Swift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on April 14, 2022. Swift Holdings Investments will acquire 1,267,811 shares of both the entities. The stock transfer is expected to happen by the end of June. Swift Holdings Investments Pty Ltd completed the acquisition of IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on July 7, 2022.
Price Target Changed • Jun 10Price target decreased to JP¥1,073Down from JP¥1,167, the current price target is an average from 5 analysts. New target price is 47% above last closing price of JP¥728. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥108 last year.
Reported Earnings • Jun 03Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥459.5b (up 21% from FY 2021). Net income: JP¥10.8b (up JP¥9.31b from FY 2021). Profit margin: 2.3% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 20% compared to a 7.5% growth forecast for the retail industry in Japan.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 21IDOM Inc. to Report Q1, 2023 Results on Jul 14, 2022IDOM Inc. announced that they will report Q1, 2023 results on Jul 14, 2022
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥640, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥429 per share.
Major Estimate Revision • Apr 21Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥452.5b to JP¥368.2b. EPS estimate increased from JP¥100 to JP¥117 per share. Net income forecast to grow 8.4% next year vs 3.7% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,167 to JP¥1,117. Share price fell 15% to JP¥640 over the past week.
お知らせ • Apr 16+ 1 more updateSwift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd.Swift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on April 14, 2022. Swift Holdings Investments will acquire 1,267,811 shares of both the entities. The stock transfer is expected to happen by the end of June.
Buying Opportunity • Apr 16Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.9%. The fair value is estimated to be JP¥902, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.
Reported Earnings • Apr 15Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥108 (up from JP¥14.76 in FY 2021). Revenue: JP¥459.5b (up 21% from FY 2021). Net income: JP¥10.8b (up JP¥9.31b from FY 2021). Profit margin: 2.3% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is expected to shrink by 20% compared to a 6.6% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥681, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 115% over the past three years.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥2.30 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).
Reported Earnings • Jan 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥34.13 (down from JP¥38.35 in 3Q 2021). Revenue: JP¥116.8b (up 12% from 3Q 2021). Net income: JP¥3.43b (down 11% from 3Q 2021). Profit margin: 2.9% (down from 3.7% in 3Q 2021). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 75%. Earnings per share (EPS) missed analyst estimates by 75%. Over the next year, revenue is forecast to grow 1.4%, compared to a 7.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS JP¥25.49 (vs JP¥22.80 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥110.8b (up 17% from 2Q 2021). Net income: JP¥2.56b (up 12% from 2Q 2021). Profit margin: 2.3% (down from 2.4% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 33% 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 16% share price decline to JP¥854, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Specialty Retail industry in Japan. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,671 per share.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥2.30 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 06 November 2021. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.1%). Lower than average of industry peers (1.4%).