View Future GrowthTay Two 過去の業績過去 基準チェック /46Tay Twoの収益は年間平均-15.1%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7.3% 10.4%割合で 増加しています。 Tay Twoの自己資本利益率は12.4%であり、純利益率は2.1%です。主要情報-15.11%収益成長率-13.92%EPS成長率Specialty Retail 業界の成長11.17%収益成長率10.40%株主資本利益率12.43%ネット・マージン2.05%前回の決算情報28 Feb 2026最近の業績更新Reported Earnings • Jun 03Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 12% per year.お知らせ • May 27Tay Two Co., Ltd. to Report Q1, 2027 Results on Jul 15, 2026Tay Two Co., Ltd. announced that they will report Q1, 2027 results on Jul 15, 2026Reported Earnings • Apr 16Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Apr 07Tay Two Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Tay Two Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥3.33 (vs JP¥0.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.33 (up from JP¥0.66 in 3Q 2025). Revenue: JP¥10.7b (up 26% from 3Q 2025). Net income: JP¥212.0m (up 405% from 3Q 2025). Profit margin: 2.0% (up from 0.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Nov 27Tay Two Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026Tay Two Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026すべての更新を表示Recent updatesReported Earnings • Jun 03Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 12% per year.お知らせ • May 27Tay Two Co., Ltd. to Report Q1, 2027 Results on Jul 15, 2026Tay Two Co., Ltd. announced that they will report Q1, 2027 results on Jul 15, 2026お知らせ • May 19Tay Two Co., Ltd. (TSE:7610) announces an Equity Buyback for 1,852,000 shares, representing 2.89% for ¥248.17 million.Tay Two Co., Ltd. (TSE:7610) announces a share repurchase program. Under the program, the company will repurchase up to 1,852,000 shares, representing 2.89% of its issued share capital, for¥ 248.17 million. The shares will be repurchased at a purchase price of ¥ 134 per share. The purpose of the program is to improve capital efficiency and to prepare for a flexible capital strategy capable of responding to changes in the business environment. As of February 28, 2026, the company had 64,171,515 issued shares (excluding treasury stock) and 4,492,823 treasury shares.Reported Earnings • Apr 16Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Apr 14Tay Two Co., Ltd., Annual General Meeting, May 28, 2026Tay Two Co., Ltd., Annual General Meeting, May 28, 2026.お知らせ • Apr 07Tay Two Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Tay Two Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥3.33 (vs JP¥0.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.33 (up from JP¥0.66 in 3Q 2025). Revenue: JP¥10.7b (up 26% from 3Q 2025). Net income: JP¥212.0m (up 405% from 3Q 2025). Profit margin: 2.0% (up from 0.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Nov 27Tay Two Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026Tay Two Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026分析記事 • Oct 27Shareholders Can Be Confident That Tay Two's (TSE:7610) Earnings Are High QualityEven though Tay Two Co., Ltd.'s ( TSE:7610 ) recent earnings release was robust, the market didn't seem to notice. Our...Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥3.86 (vs JP¥1.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.86 (up from JP¥1.74 in 2Q 2025). Revenue: JP¥10.8b (up 17% from 2Q 2025). Net income: JP¥245.0m (up 123% from 2Q 2025). Profit margin: 2.3% (up from 1.2% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Sep 30Now 21% undervaluedOver the last 90 days, the stock has risen 2.8% to JP¥145. The fair value is estimated to be JP¥184, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.Buy Or Sell Opportunity • Sep 11Now 21% undervaluedOver the last 90 days, the stock has risen 7.4% to JP¥146. The fair value is estimated to be JP¥185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.Buy Or Sell Opportunity • Aug 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to JP¥145. The fair value is estimated to be JP¥184, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.分析記事 • Aug 13Is Tay Two (TSE:7610) A Risky Investment?TSE:7610 1 Year Share Price vs Fair Value Explore Tay Two's Fair Values from the Community and select yours Warren...Buy Or Sell Opportunity • Aug 08Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥143. The fair value is estimated to be JP¥186, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.お知らせ • Jul 26Tay Two Co., Ltd. to Report Q2, 2026 Results on Oct 15, 2025Tay Two Co., Ltd. announced that they will report Q2, 2026 results on Oct 15, 2025Reported Earnings • Jul 17First quarter 2026 earnings releasedFirst quarter 2026 results: Net income: (down JP¥63.0m from profit in 1Q 2025).Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥7.93 (vs JP¥8.84 in FY 2024)Full year 2025 results: EPS: JP¥7.93 (down from JP¥8.84 in FY 2024). Revenue: JP¥36.5b (up 3.6% from FY 2024). Net income: JP¥501.0m (down 12% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • May 07Tay Two Co., Ltd. to Report Q1, 2026 Results on Jul 15, 2025Tay Two Co., Ltd. announced that they will report Q1, 2026 results on Jul 15, 2025分析記事 • May 04Tay Two Co., Ltd.'s (TSE:7610) 28% Share Price Surge Not Quite Adding UpTay Two Co., Ltd. ( TSE:7610 ) shareholders would be excited to see that the share price has had a great month, posting...分析記事 • Apr 21Tay Two's (TSE:7610) Conservative Accounting Might Explain Soft EarningsTay Two Co., Ltd.'s ( TSE:7610 ) stock was strong despite it releasing a soft earnings report last week. However, we...Reported Earnings • Apr 15Full year 2025 earnings released: EPS: JP¥7.93 (vs JP¥8.84 in FY 2024)Full year 2025 results: EPS: JP¥7.93 (down from JP¥8.84 in FY 2024). Revenue: JP¥36.5b (up 3.6% from FY 2024). Net income: JP¥501.0m (down 12% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Apr 14Tay Two Co., Ltd., Annual General Meeting, May 29, 2025Tay Two Co., Ltd., Annual General Meeting, May 29, 2025.分析記事 • Apr 03Does Tay Two (TSE:7610) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Feb 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 16 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).New Risk • Feb 14New 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 7.5% 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 Share price has been highly volatile over the past 3 months (7.5% average weekly change). Earnings have declined by 23% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (341% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (JP¥8.91b market cap, or US$58.3m).お知らせ • Feb 04Tay Two Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025Tay Two Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥0.66 (vs JP¥1.53 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.66 (down from JP¥1.53 in 3Q 2024). Revenue: JP¥8.46b (up 3.2% from 3Q 2024). Net income: JP¥42.0m (down 58% from 3Q 2024). Profit margin: 0.5% (down from 1.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.分析記事 • Jan 10Market Might Still Lack Some Conviction On Tay Two Co., Ltd. (TSE:7610) Even After 28% Share Price BoostDespite an already strong run, Tay Two Co., Ltd. ( TSE:7610 ) shares have been powering on, with a gain of 28% in the...Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥122, the stock trades at a trailing P/E ratio of 58.9x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 69% over the past three years.New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (194% payout ratio). Share price has been volatile over the past 3 months (5.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (JP¥7.39b market cap, or US$47.0m).お知らせ • Nov 27Tay Two Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Tay Two Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥1.74 (vs JP¥5.23 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.74 (down from JP¥5.23 in 2Q 2024). Revenue: JP¥9.19b (up 7.1% from 2Q 2024). Net income: JP¥110.0m (down 68% from 2Q 2024). Profit margin: 1.2% (down from 4.0% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Aug 23Tay Two Co., Ltd. to Report Q2, 2025 Results on Oct 15, 2024Tay Two Co., Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024Buy Or Sell Opportunity • Aug 06Now 35% overvaluedOver the last 90 days, the stock has fallen 35% to JP¥86.00. The fair value is estimated to be JP¥63.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 13%.分析記事 • Aug 05Tay Two Co., Ltd. (TSE:7610) May Have Run Too Fast Too Soon With Recent 37% Price PlummetThe Tay Two Co., Ltd. ( TSE:7610 ) share price has fared very poorly over the last month, falling by a substantial 37...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% 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 (6.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥4.66b market cap, or US$32.8m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥74.00, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 16% over the past three years.Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥1.00 (vs JP¥4.20 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.00 (down from JP¥4.20 in 1Q 2024). Revenue: JP¥8.30b (flat on 1Q 2024). Net income: JP¥63.0m (down 77% from 1Q 2024). Profit margin: 0.8% (down from 3.2% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Jun 06Full year 2024 earnings released: EPS: JP¥8.84 (vs JP¥15.53 in FY 2023)Full year 2024 results: EPS: JP¥8.84 (down from JP¥15.53 in FY 2023). Revenue: JP¥35.2b (up 13% from FY 2023). Net income: JP¥568.0m (down 43% from FY 2023). Profit margin: 1.6% (down from 3.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 30Tay Two Co., Ltd. to Report Q1, 2025 Results on Jul 16, 2024Tay Two Co., Ltd. announced that they will report Q1, 2025 results on Jul 16, 2024分析記事 • Apr 22Tay Two's (TSE:7610) Soft Earnings Don't Show The Whole PictureThe market for Tay Two Co., Ltd.'s ( TSE:7610 ) shares didn't move much after it posted weak earnings recently. We...お知らせ • Apr 17Tay Two Co., Ltd., Annual General Meeting, May 30, 2024Tay Two Co., Ltd., Annual General Meeting, May 30, 2024.Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥8.84 (vs JP¥15.53 in FY 2023)Full year 2024 results: EPS: JP¥8.84 (down from JP¥15.53 in FY 2023). Revenue: JP¥35.2b (up 13% from FY 2023). Net income: JP¥568.0m (down 43% from FY 2023). Profit margin: 1.6% (down from 3.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Feb 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 13 May 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).お知らせ • Jan 31Tay Two Co., Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2024Tay Two Co., Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2024Reported Earnings • Jan 16Third quarter 2024 earnings released: EPS: JP¥1.53 (vs JP¥4.07 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.53 (down from JP¥4.07 in 3Q 2023). Revenue: JP¥8.19b (flat on 3Q 2023). Net income: JP¥99.0m (down 62% from 3Q 2023). Profit margin: 1.2% (down from 3.2% in 3Q 2023). 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 11% per year.New Risk • Nov 24New 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 Dividend is not well covered by cash flows (157% cash payout ratio). Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (3.0% net profit margin). Market cap is less than US$100m (JP¥9.22b market cap, or US$61.6m).お知らせ • Oct 29Tay Two Co., Ltd. to Report Q3, 2024 Results on Jan 15, 2024Tay Two Co., Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥5.23 (vs JP¥5.37 in 2Q 2023)Second quarter 2024 results: EPS: JP¥5.23 (down from JP¥5.37 in 2Q 2023). Revenue: JP¥8.58b (up 21% from 2Q 2023). Net income: JP¥339.0m (down 1.2% from 2Q 2023). Profit margin: 4.0% (down from 4.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 30Tay Two Co., Ltd. to Report Q2, 2024 Results on Oct 16, 2023Tay Two Co., Ltd. announced that they will report Q2, 2024 results on Oct 16, 2023Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥4.20 (vs JP¥3.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.20 (up from JP¥3.51 in 1Q 2023). Revenue: JP¥8.36b (up 30% from 1Q 2023). Net income: JP¥271.0m (up 18% from 1Q 2023). Profit margin: 3.2% (down from 3.6% in 1Q 2023). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥184, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 193% over the past three years.Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥15.53 (vs JP¥22.29 in FY 2022)Full year 2023 results: EPS: JP¥15.53 (down from JP¥22.29 in FY 2022). Revenue: JP¥31.3b (up 16% from FY 2022). Net income: JP¥1.00b (down 33% from FY 2022). Profit margin: 3.2% (down from 5.6% in FY 2022). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥167, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 267% over the past three years.Reported Earnings • Apr 16Full year 2023 earnings released: EPS: JP¥15.53 (vs JP¥22.29 in FY 2022)Full year 2023 results: EPS: JP¥15.53 (down from JP¥22.29 in FY 2022). Revenue: JP¥31.3b (up 16% from FY 2022). Net income: JP¥1.00b (down 33% from FY 2022). Profit margin: 3.2% (down from 5.6% in FY 2022). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥186, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 466% over the past three years.Upcoming Dividend • Feb 20Upcoming dividend of JP¥3.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 12 May 2023. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).お知らせ • Feb 18Tay Two Co., Ltd. to Report Fiscal Year 2023 Results on Apr 14, 2023Tay Two Co., Ltd. announced that they will report fiscal year 2023 results on Apr 14, 2023Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥151, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 273% over the past three years.Reported Earnings • Jan 17Third quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥2.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.07 (up from JP¥2.38 in 3Q 2022). Revenue: JP¥8.16b (up 28% from 3Q 2022). Net income: JP¥262.0m (up 64% from 3Q 2022). Profit margin: 3.2% (up from 2.5% in 3Q 2022). The increase in margin was driven by higher revenue.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. 7 non-independent directors. Independent Outside Director Eiichiro Inada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥170, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 301% over the past three years.お知らせ • Oct 31Tay Two Co., Ltd. to Report Q3, 2023 Results on Jan 16, 2023Tay Two Co., Ltd. announced that they will report Q3, 2023 results on Jan 16, 2023Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥144, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 247% over the past three years.Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥5.37 (vs JP¥2.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.37 (up from JP¥2.89 in 2Q 2022). Revenue: JP¥7.09b (up 18% from 2Q 2022). Net income: JP¥343.0m (up 75% from 2Q 2022). Profit margin: 4.8% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥125, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 195% over the past three years.お知らせ • Jul 31Tay Two Co., Ltd. to Report Q2, 2023 Results on Oct 14, 2022Tay Two Co., Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022Board 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. 5 non-independent directors. Independent Outside Director Eiichiro Inada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 16Tay Two Co., Ltd., Annual General Meeting, May 26, 2022Tay Two Co., Ltd., Annual General Meeting, May 26, 2022.お知らせ • Apr 15Tay Two Co., Ltd. (TSE:7610) announces an Equity Buyback for 3,000,000 shares, representing 4.41% for ¥300 million.Tay Two Co., Ltd. (TSE:7610) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥300 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency, and to enable future agile capital policies. The program will continue through August 31, 2022. As of April 14, 2022, the company had 68,008,451 issued shares (excluding treasury stock) and 655,887 treasury shares.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥86.00, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 87% over the past three years.分析記事 • Apr 21We Think You Should Be Aware Of Some Concerning Factors In Tay Two's (TYO:7610) EarningsTay Two Co., Ltd.'s ( TYO:7610 ) robust recent earnings didn't do much to move the stock. However the statutory profit...分析記事 • Apr 16Returns At Tay Two (TYO:7610) Are On The Way UpIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Is New 90 Day High Low • Mar 04New 90-day low: JP¥91.00The company is down 11% from its price of JP¥102 on 04 December 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 8.0% over the same period.Is New 90 Day High Low • Jan 18New 90-day low: JP¥93.00The company is down 13% from its price of JP¥107 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 03New 90-day low: JP¥101The company is down 14% from its price of JP¥117 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.Is New 90 Day High Low • Oct 06New 90-day high: JP¥135The company is up 21% from its price of JP¥112 on 08 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 5.0% over the same period.お知らせ • Jul 18Tay Two Co., Ltd. to Report Q2, 2021 Results on Oct 15, 2020Tay Two Co., Ltd. announced that they will report Q2, 2021 results on Oct 15, 2020お知らせ • Jul 17+ 1 more updateTay Two Co., Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021Tay Two Co., Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021収支内訳Tay Two 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:7610 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費28 Feb 2642,23386712,164030 Nov 2540,54183411,758031 Aug 2538,32366411,469031 May 2536,73752911,236028 Feb 2536,47750110,979030 Nov 2436,0117410,870031 Aug 2435,74513110,654031 May 2435,13736010,392029 Feb 2435,19756810,131030 Nov 2334,68087710,200031 Aug 2334,6551,0409,882031 May 2333,1661,0449,372028 Feb 2331,2551,0028,922030 Nov 2229,6011,7158,266031 Aug 2227,8061,6137,929031 May 2226,7201,4667,714028 Feb 2226,8481,4997,510030 Nov 2125,9176007,453031 Aug 2125,1044967,271028 Feb 2124,9537036,638028 Feb 1728,345-1,1047,734030 Nov 1628,597-1567,615031 Aug 1628,665-1437,663031 May 1629,059-1217,684029 Feb 1629,236-1497,712030 Nov 1529,181-1,4187,765031 Aug 1529,485-1,3757,8090質の高い収益: 7610は 高品質の収益 を持っています。利益率の向上: 7610の現在の純利益率 (2.1%)は、昨年(1.4%)よりも高くなっています。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: 7610の収益は過去 5 年間で年間15.1%減少しました。成長の加速: 7610の過去 1 年間の収益成長率 ( 73.1% ) は、5 年間の平均 ( 年間-15.1%を上回っています。収益対業界: 7610の過去 1 年間の収益成長率 ( 73.1% ) はSpecialty Retail業界6.9%を上回りました。株主資本利益率高いROE: 7610の 自己資本利益率 ( 12.4% ) は 低い とみなされます。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2026/07/16 17:59終値2026/07/16 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Tay Two Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • Jun 03Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 12% per year.
お知らせ • May 27Tay Two Co., Ltd. to Report Q1, 2027 Results on Jul 15, 2026Tay Two Co., Ltd. announced that they will report Q1, 2027 results on Jul 15, 2026
Reported Earnings • Apr 16Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 07Tay Two Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Tay Two Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥3.33 (vs JP¥0.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.33 (up from JP¥0.66 in 3Q 2025). Revenue: JP¥10.7b (up 26% from 3Q 2025). Net income: JP¥212.0m (up 405% from 3Q 2025). Profit margin: 2.0% (up from 0.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Nov 27Tay Two Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026Tay Two Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026
Reported Earnings • Jun 03Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 12% per year.
お知らせ • May 27Tay Two Co., Ltd. to Report Q1, 2027 Results on Jul 15, 2026Tay Two Co., Ltd. announced that they will report Q1, 2027 results on Jul 15, 2026
お知らせ • May 19Tay Two Co., Ltd. (TSE:7610) announces an Equity Buyback for 1,852,000 shares, representing 2.89% for ¥248.17 million.Tay Two Co., Ltd. (TSE:7610) announces a share repurchase program. Under the program, the company will repurchase up to 1,852,000 shares, representing 2.89% of its issued share capital, for¥ 248.17 million. The shares will be repurchased at a purchase price of ¥ 134 per share. The purpose of the program is to improve capital efficiency and to prepare for a flexible capital strategy capable of responding to changes in the business environment. As of February 28, 2026, the company had 64,171,515 issued shares (excluding treasury stock) and 4,492,823 treasury shares.
Reported Earnings • Apr 16Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 14Tay Two Co., Ltd., Annual General Meeting, May 28, 2026Tay Two Co., Ltd., Annual General Meeting, May 28, 2026.
お知らせ • Apr 07Tay Two Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Tay Two Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥3.33 (vs JP¥0.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.33 (up from JP¥0.66 in 3Q 2025). Revenue: JP¥10.7b (up 26% from 3Q 2025). Net income: JP¥212.0m (up 405% from 3Q 2025). Profit margin: 2.0% (up from 0.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Nov 27Tay Two Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026Tay Two Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026
分析記事 • Oct 27Shareholders Can Be Confident That Tay Two's (TSE:7610) Earnings Are High QualityEven though Tay Two Co., Ltd.'s ( TSE:7610 ) recent earnings release was robust, the market didn't seem to notice. Our...
Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥3.86 (vs JP¥1.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.86 (up from JP¥1.74 in 2Q 2025). Revenue: JP¥10.8b (up 17% from 2Q 2025). Net income: JP¥245.0m (up 123% from 2Q 2025). Profit margin: 2.3% (up from 1.2% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Sep 30Now 21% undervaluedOver the last 90 days, the stock has risen 2.8% to JP¥145. The fair value is estimated to be JP¥184, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.
Buy Or Sell Opportunity • Sep 11Now 21% undervaluedOver the last 90 days, the stock has risen 7.4% to JP¥146. The fair value is estimated to be JP¥185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.
Buy Or Sell Opportunity • Aug 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to JP¥145. The fair value is estimated to be JP¥184, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.
分析記事 • Aug 13Is Tay Two (TSE:7610) A Risky Investment?TSE:7610 1 Year Share Price vs Fair Value Explore Tay Two's Fair Values from the Community and select yours Warren...
Buy Or Sell Opportunity • Aug 08Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥143. The fair value is estimated to be JP¥186, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.
お知らせ • Jul 26Tay Two Co., Ltd. to Report Q2, 2026 Results on Oct 15, 2025Tay Two Co., Ltd. announced that they will report Q2, 2026 results on Oct 15, 2025
Reported Earnings • Jul 17First quarter 2026 earnings releasedFirst quarter 2026 results: Net income: (down JP¥63.0m from profit in 1Q 2025).
Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥7.93 (vs JP¥8.84 in FY 2024)Full year 2025 results: EPS: JP¥7.93 (down from JP¥8.84 in FY 2024). Revenue: JP¥36.5b (up 3.6% from FY 2024). Net income: JP¥501.0m (down 12% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • May 07Tay Two Co., Ltd. to Report Q1, 2026 Results on Jul 15, 2025Tay Two Co., Ltd. announced that they will report Q1, 2026 results on Jul 15, 2025
分析記事 • May 04Tay Two Co., Ltd.'s (TSE:7610) 28% Share Price Surge Not Quite Adding UpTay Two Co., Ltd. ( TSE:7610 ) shareholders would be excited to see that the share price has had a great month, posting...
分析記事 • Apr 21Tay Two's (TSE:7610) Conservative Accounting Might Explain Soft EarningsTay Two Co., Ltd.'s ( TSE:7610 ) stock was strong despite it releasing a soft earnings report last week. However, we...
Reported Earnings • Apr 15Full year 2025 earnings released: EPS: JP¥7.93 (vs JP¥8.84 in FY 2024)Full year 2025 results: EPS: JP¥7.93 (down from JP¥8.84 in FY 2024). Revenue: JP¥36.5b (up 3.6% from FY 2024). Net income: JP¥501.0m (down 12% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Apr 14Tay Two Co., Ltd., Annual General Meeting, May 29, 2025Tay Two Co., Ltd., Annual General Meeting, May 29, 2025.
分析記事 • Apr 03Does Tay Two (TSE:7610) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Feb 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 16 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
New Risk • Feb 14New 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 7.5% 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 Share price has been highly volatile over the past 3 months (7.5% average weekly change). Earnings have declined by 23% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (341% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (JP¥8.91b market cap, or US$58.3m).
お知らせ • Feb 04Tay Two Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025Tay Two Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥0.66 (vs JP¥1.53 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.66 (down from JP¥1.53 in 3Q 2024). Revenue: JP¥8.46b (up 3.2% from 3Q 2024). Net income: JP¥42.0m (down 58% from 3Q 2024). Profit margin: 0.5% (down from 1.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
分析記事 • Jan 10Market Might Still Lack Some Conviction On Tay Two Co., Ltd. (TSE:7610) Even After 28% Share Price BoostDespite an already strong run, Tay Two Co., Ltd. ( TSE:7610 ) shares have been powering on, with a gain of 28% in the...
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥122, the stock trades at a trailing P/E ratio of 58.9x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 69% over the past three years.
New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (194% payout ratio). Share price has been volatile over the past 3 months (5.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (JP¥7.39b market cap, or US$47.0m).
お知らせ • Nov 27Tay Two Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Tay Two Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025
Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥1.74 (vs JP¥5.23 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.74 (down from JP¥5.23 in 2Q 2024). Revenue: JP¥9.19b (up 7.1% from 2Q 2024). Net income: JP¥110.0m (down 68% from 2Q 2024). Profit margin: 1.2% (down from 4.0% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Aug 23Tay Two Co., Ltd. to Report Q2, 2025 Results on Oct 15, 2024Tay Two Co., Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024
Buy Or Sell Opportunity • Aug 06Now 35% overvaluedOver the last 90 days, the stock has fallen 35% to JP¥86.00. The fair value is estimated to be JP¥63.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 13%.
分析記事 • Aug 05Tay Two Co., Ltd. (TSE:7610) May Have Run Too Fast Too Soon With Recent 37% Price PlummetThe Tay Two Co., Ltd. ( TSE:7610 ) share price has fared very poorly over the last month, falling by a substantial 37...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% 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 (6.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥4.66b market cap, or US$32.8m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥74.00, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 16% over the past three years.
Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥1.00 (vs JP¥4.20 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.00 (down from JP¥4.20 in 1Q 2024). Revenue: JP¥8.30b (flat on 1Q 2024). Net income: JP¥63.0m (down 77% from 1Q 2024). Profit margin: 0.8% (down from 3.2% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 06Full year 2024 earnings released: EPS: JP¥8.84 (vs JP¥15.53 in FY 2023)Full year 2024 results: EPS: JP¥8.84 (down from JP¥15.53 in FY 2023). Revenue: JP¥35.2b (up 13% from FY 2023). Net income: JP¥568.0m (down 43% from FY 2023). Profit margin: 1.6% (down from 3.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 30Tay Two Co., Ltd. to Report Q1, 2025 Results on Jul 16, 2024Tay Two Co., Ltd. announced that they will report Q1, 2025 results on Jul 16, 2024
分析記事 • Apr 22Tay Two's (TSE:7610) Soft Earnings Don't Show The Whole PictureThe market for Tay Two Co., Ltd.'s ( TSE:7610 ) shares didn't move much after it posted weak earnings recently. We...
お知らせ • Apr 17Tay Two Co., Ltd., Annual General Meeting, May 30, 2024Tay Two Co., Ltd., Annual General Meeting, May 30, 2024.
Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥8.84 (vs JP¥15.53 in FY 2023)Full year 2024 results: EPS: JP¥8.84 (down from JP¥15.53 in FY 2023). Revenue: JP¥35.2b (up 13% from FY 2023). Net income: JP¥568.0m (down 43% from FY 2023). Profit margin: 1.6% (down from 3.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 13 May 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
お知らせ • Jan 31Tay Two Co., Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2024Tay Two Co., Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2024
Reported Earnings • Jan 16Third quarter 2024 earnings released: EPS: JP¥1.53 (vs JP¥4.07 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.53 (down from JP¥4.07 in 3Q 2023). Revenue: JP¥8.19b (flat on 3Q 2023). Net income: JP¥99.0m (down 62% from 3Q 2023). Profit margin: 1.2% (down from 3.2% in 3Q 2023). 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 11% per year.
New Risk • Nov 24New 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 Dividend is not well covered by cash flows (157% cash payout ratio). Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (3.0% net profit margin). Market cap is less than US$100m (JP¥9.22b market cap, or US$61.6m).
お知らせ • Oct 29Tay Two Co., Ltd. to Report Q3, 2024 Results on Jan 15, 2024Tay Two Co., Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024
Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥5.23 (vs JP¥5.37 in 2Q 2023)Second quarter 2024 results: EPS: JP¥5.23 (down from JP¥5.37 in 2Q 2023). Revenue: JP¥8.58b (up 21% from 2Q 2023). Net income: JP¥339.0m (down 1.2% from 2Q 2023). Profit margin: 4.0% (down from 4.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 30Tay Two Co., Ltd. to Report Q2, 2024 Results on Oct 16, 2023Tay Two Co., Ltd. announced that they will report Q2, 2024 results on Oct 16, 2023
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥4.20 (vs JP¥3.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.20 (up from JP¥3.51 in 1Q 2023). Revenue: JP¥8.36b (up 30% from 1Q 2023). Net income: JP¥271.0m (up 18% from 1Q 2023). Profit margin: 3.2% (down from 3.6% in 1Q 2023). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥184, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 193% over the past three years.
Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥15.53 (vs JP¥22.29 in FY 2022)Full year 2023 results: EPS: JP¥15.53 (down from JP¥22.29 in FY 2022). Revenue: JP¥31.3b (up 16% from FY 2022). Net income: JP¥1.00b (down 33% from FY 2022). Profit margin: 3.2% (down from 5.6% in FY 2022). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥167, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 267% over the past three years.
Reported Earnings • Apr 16Full year 2023 earnings released: EPS: JP¥15.53 (vs JP¥22.29 in FY 2022)Full year 2023 results: EPS: JP¥15.53 (down from JP¥22.29 in FY 2022). Revenue: JP¥31.3b (up 16% from FY 2022). Net income: JP¥1.00b (down 33% from FY 2022). Profit margin: 3.2% (down from 5.6% in FY 2022). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥186, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 466% over the past three years.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥3.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 12 May 2023. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
お知らせ • Feb 18Tay Two Co., Ltd. to Report Fiscal Year 2023 Results on Apr 14, 2023Tay Two Co., Ltd. announced that they will report fiscal year 2023 results on Apr 14, 2023
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥151, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 273% over the past three years.
Reported Earnings • Jan 17Third quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥2.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.07 (up from JP¥2.38 in 3Q 2022). Revenue: JP¥8.16b (up 28% from 3Q 2022). Net income: JP¥262.0m (up 64% from 3Q 2022). Profit margin: 3.2% (up from 2.5% in 3Q 2022). The increase in margin was driven by higher revenue.
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. 7 non-independent directors. Independent Outside Director Eiichiro Inada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥170, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 301% over the past three years.
お知らせ • Oct 31Tay Two Co., Ltd. to Report Q3, 2023 Results on Jan 16, 2023Tay Two Co., Ltd. announced that they will report Q3, 2023 results on Jan 16, 2023
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥144, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 247% over the past three years.
Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥5.37 (vs JP¥2.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.37 (up from JP¥2.89 in 2Q 2022). Revenue: JP¥7.09b (up 18% from 2Q 2022). Net income: JP¥343.0m (up 75% from 2Q 2022). Profit margin: 4.8% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥125, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 195% over the past three years.
お知らせ • Jul 31Tay Two Co., Ltd. to Report Q2, 2023 Results on Oct 14, 2022Tay Two Co., Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022
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. 5 non-independent directors. Independent Outside Director Eiichiro Inada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 16Tay Two Co., Ltd., Annual General Meeting, May 26, 2022Tay Two Co., Ltd., Annual General Meeting, May 26, 2022.
お知らせ • Apr 15Tay Two Co., Ltd. (TSE:7610) announces an Equity Buyback for 3,000,000 shares, representing 4.41% for ¥300 million.Tay Two Co., Ltd. (TSE:7610) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥300 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency, and to enable future agile capital policies. The program will continue through August 31, 2022. As of April 14, 2022, the company had 68,008,451 issued shares (excluding treasury stock) and 655,887 treasury shares.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥86.00, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 87% over the past three years.
分析記事 • Apr 21We Think You Should Be Aware Of Some Concerning Factors In Tay Two's (TYO:7610) EarningsTay Two Co., Ltd.'s ( TYO:7610 ) robust recent earnings didn't do much to move the stock. However the statutory profit...
分析記事 • Apr 16Returns At Tay Two (TYO:7610) Are On The Way UpIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Is New 90 Day High Low • Mar 04New 90-day low: JP¥91.00The company is down 11% from its price of JP¥102 on 04 December 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 8.0% over the same period.
Is New 90 Day High Low • Jan 18New 90-day low: JP¥93.00The company is down 13% from its price of JP¥107 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 03New 90-day low: JP¥101The company is down 14% from its price of JP¥117 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.
Is New 90 Day High Low • Oct 06New 90-day high: JP¥135The company is up 21% from its price of JP¥112 on 08 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 5.0% over the same period.
お知らせ • Jul 18Tay Two Co., Ltd. to Report Q2, 2021 Results on Oct 15, 2020Tay Two Co., Ltd. announced that they will report Q2, 2021 results on Oct 15, 2020
お知らせ • Jul 17+ 1 more updateTay Two Co., Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021Tay Two Co., Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021