WA（7683）株式概要株式会社和は、婦人靴・婦人服の商品企画・開発、検品・品質管理、国内店舗・オンラインショップでの販売を行っている。 詳細7683 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金2/6リスク分析利益率(2.9%)は昨年より低い(4.4%) すべてのリスクチェックを見る7683 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.41k21.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture040b2016201920222025202620282031Revenue JP¥40.0bEarnings JP¥1.2bAdvancedSet Fair ValueView all narrativesWA, Inc. 競合他社Primo Global HoldingsSymbol: TSE:367AMarket cap: JP¥23.4bJADE GROUPIncSymbol: TSE:3558Market cap: JP¥22.6bSac's Bar HoldingsSymbol: TSE:9990Market cap: JP¥20.8bChiyodaSymbol: TSE:8185Market cap: JP¥32.7b価格と性能株価の高値、安値、推移の概要WA過去の株価現在の株価JP¥1,406.0052週高値JP¥1,436.0052週安値JP¥1,255.00ベータ0.361ヶ月の変化2.93%3ヶ月変化2.63%1年変化3.15%3年間の変化63.97%5年間の変化75.20%IPOからの変化33.11%最新ニュースDeclared Dividend • May 11Final dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Mar 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • Mar 17WA, Inc., Annual General Meeting, Apr 27, 2026WA, Inc., Annual General Meeting, Apr 27, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 13 April 2026. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥1.31 (vs JP¥7.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.31 (down from JP¥7.76 in 3Q 2025). Revenue: JP¥5.07b (down 1.1% from 3Q 2025). Net income: JP¥25.0m (down 83% from 3Q 2025). Profit margin: 0.5% (down from 2.9% in 3Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Oct 11First half dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 29th January 2026 Payment date: 13th April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (312% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 49% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesDeclared Dividend • May 11Final dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Mar 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • Mar 17WA, Inc., Annual General Meeting, Apr 27, 2026WA, Inc., Annual General Meeting, Apr 27, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 13 April 2026. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥1.31 (vs JP¥7.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.31 (down from JP¥7.76 in 3Q 2025). Revenue: JP¥5.07b (down 1.1% from 3Q 2025). Net income: JP¥25.0m (down 83% from 3Q 2025). Profit margin: 0.5% (down from 2.9% in 3Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Oct 11First half dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 29th January 2026 Payment date: 13th April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (312% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 49% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 14Second quarter 2026 earnings released: EPS: JP¥25.16 (vs JP¥22.50 in 2Q 2025)Second quarter 2026 results: EPS: JP¥25.16 (up from JP¥22.50 in 2Q 2025). Revenue: JP¥6.96b (up 5.9% from 2Q 2025). Net income: JP¥479.9m (up 12% from 2Q 2025). Profit margin: 6.9% (up from 6.5% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 23Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (1.6%).Declared Dividend • Jun 24Dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2025 Payment date: 10th October 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (24% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 86% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 15First quarter 2026 earnings released: EPS: JP¥0.21 (vs JP¥1.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.21 (down from JP¥1.89 in 1Q 2025). Revenue: JP¥4.79b (up 2.0% from 1Q 2025). Net income: JP¥4.00m (down 89% from 1Q 2025). Profit margin: 0.1% (down from 0.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 14WA, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2026WA, Inc. provided consolidated earnings guidance for the fiscal year ending January 31, 2026. For the period, the company expects net sales of JPY 26,527 million, operating profit of JPY 2,484 million, Profit attributable to owners of parent of JPY 1,477 million and Basic earnings per share of JPY 77.44 per share.Reported Earnings • May 02Full year 2025 earnings released: EPS: JP¥52.24 (vs JP¥61.02 in FY 2024)Full year 2025 results: EPS: JP¥52.24 (down from JP¥61.02 in FY 2024). Revenue: JP¥22.8b (up 7.2% from FY 2024). Net income: JP¥996.0m (down 14% from FY 2024). Profit margin: 4.4% (down from 5.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • May 01Now 20% undervaluedOver the last 90 days, the stock has risen 5.0% to JP¥1,312. The fair value is estimated to be JP¥1,643, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 21%.お知らせ • Apr 05+ 2 more updatesWA, Inc. to Report Q3, 2026 Results on Dec 15, 2025WA, Inc. announced that they will report Q3, 2026 results on Dec 15, 2025Reported Earnings • Mar 18Full year 2025 earnings released: EPS: JP¥52.24 (vs JP¥61.02 in FY 2024)Full year 2025 results: EPS: JP¥52.24 (down from JP¥61.02 in FY 2024). Revenue: JP¥22.8b (up 7.2% from FY 2024). Net income: JP¥996.0m (down 14% from FY 2024). Profit margin: 4.4% (down from 5.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 26% per year.お知らせ • Mar 17WA, Inc., Annual General Meeting, Apr 25, 2025WA, Inc., Annual General Meeting, Apr 25, 2025.お知らせ • Feb 27WA, Inc. (TSE:7683) entered into a memorandum of understanding to acquire 31 Sons de mode business from Hirota Co.,Ltd.WA, Inc. (TSE:7683) entered into a memorandum of understanding to acquire 31 Sons de mode business from Hirota Co.,Ltd. on February 26, 2025. The expected completion of the transaction is April 1, 2025.Upcoming Dividend • Jan 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.4%).お知らせ • Jan 22WA, Inc. to Report Fiscal Year 2025 Results on Mar 17, 2025WA, Inc. announced that they will report fiscal year 2025 results on Mar 17, 2025Reported Earnings • Dec 16Third quarter 2025 earnings released: EPS: JP¥7.76 (vs JP¥5.09 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.76 (up from JP¥5.09 in 3Q 2024). Revenue: JP¥5.12b (up 8.1% from 3Q 2024). Net income: JP¥148.0m (up 53% from 3Q 2024). Profit margin: 2.9% (up from 2.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.Reported Earnings • Sep 15Second quarter 2025 earnings released: EPS: JP¥225,079 (vs JP¥20.41 in 2Q 2024)Second quarter 2025 results: EPS: JP¥225,079 (up from JP¥20.41 in 2Q 2024). Revenue: JP¥6.57b (up 8.6% from 2Q 2024). Net income: JP¥429.0m (up 10% from 2Q 2024). Profit margin: 6.5% (up from 6.4% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 03Market Participants Recognise WA, Inc.'s (TSE:7683) Earnings Pushing Shares 32% HigherWA, Inc. ( TSE:7683 ) shareholders have had their patience rewarded with a 32% share price jump in the last month...Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥2,550, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 84% over the past three years.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 5.7% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥1,775, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 28% over the past three years.Reported Earnings • Jun 16First quarter 2025 earnings released: EPS: JP¥3.78 (vs JP¥10.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.78 (down from JP¥10.81 in 1Q 2024). Revenue: JP¥4.69b (up 9.4% from 1Q 2024). Net income: JP¥36.0m (down 65% from 1Q 2024). Profit margin: 0.8% (down from 2.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • May 05+ 2 more updatesWA, Inc. to Report Q3, 2025 Results on Dec 13, 2024WA, Inc. announced that they will report Q3, 2025 results on Dec 13, 2024Reported Earnings • May 04Full year 2024 earnings released: EPS: JP¥122 (vs JP¥72.35 in FY 2023)Full year 2024 results: EPS: JP¥122 (up from JP¥72.35 in FY 2023). Revenue: JP¥21.3b (up 21% from FY 2023). Net income: JP¥1.16b (up 69% from FY 2023). Profit margin: 5.5% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. 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 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 17Full year 2024 earnings released: EPS: JP¥122 (vs JP¥72.35 in FY 2023)Full year 2024 results: EPS: JP¥122 (up from JP¥72.35 in FY 2023). Revenue: JP¥21.3b (up 21% from FY 2023). Net income: JP¥1.16b (up 69% from FY 2023). Profit margin: 5.5% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. 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 13% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 17WA, Inc., Annual General Meeting, Apr 26, 2024WA, Inc., Annual General Meeting, Apr 26, 2024.Upcoming Dividend • Jan 23Upcoming dividend of JP¥17.50 per share at 0.5% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.4%).お知らせ • Jan 12WA, Inc. to Report Fiscal Year 2024 Results on Mar 15, 2024WA, Inc. announced that they will report fiscal year 2024 results on Mar 15, 2024Reported Earnings • Dec 16Third quarter 2024 earnings released: EPS: JP¥10.18 (vs JP¥21.32 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.18 (down from JP¥21.32 in 3Q 2023). Revenue: JP¥4.74b (up 13% from 3Q 2023). Net income: JP¥97.0m (down 52% from 3Q 2023). Profit margin: 2.0% (down from 4.8% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 22% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 28WA, Inc. to Report Q3, 2024 Results on Dec 15, 2023WA, Inc. announced that they will report Q3, 2024 results on Dec 15, 2023Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: JP¥602,167 (vs JP¥33.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥602,167 (up from JP¥33.60 in 2Q 2023). Revenue: JP¥6.05b (up 23% from 2Q 2023). Net income: JP¥389.0m (up 22% from 2Q 2023). Profit margin: 6.4% (down from 6.5% 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 44% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29WA, Inc. to Report Q2, 2024 Results on Sep 14, 2023WA, Inc. announced that they will report Q2, 2024 results on Sep 14, 2023Reported Earnings • Jun 17First quarter 2024 earnings released: EPS: JP¥21.62 (vs JP¥47.26 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥21.62 (up from JP¥47.26 loss in 1Q 2023). Revenue: JP¥4.29b (up 30% from 1Q 2023). Net income: JP¥103.0m (up JP¥328.0m from 1Q 2023). Profit margin: 2.4% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.New Risk • Jun 16New 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 8.4% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥4,375, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 62% over the past three years.Reported Earnings • May 03Full year 2023 earnings released: EPS: JP¥145 (vs JP¥149 in FY 2022)Full year 2023 results: EPS: JP¥145 (down from JP¥149 in FY 2022). Revenue: JP¥17.6b (up 12% from FY 2022). Net income: JP¥689.0m (down 2.5% from FY 2022). Profit margin: 3.9% (down from 4.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 17% per year.Reported Earnings • Mar 18Full year 2023 earnings released: EPS: JP¥145 (vs JP¥149 in FY 2022)Full year 2023 results: EPS: JP¥145 (down from JP¥149 in FY 2022). Revenue: JP¥17.6b (up 12% from FY 2022). Net income: JP¥689.0m (down 2.5% from FY 2022). Profit margin: 3.9% (down from 4.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28WA, Inc. to Report Q4, 2023 Results on Mar 17, 2023WA, Inc. announced that they will report Q4, 2023 results on Mar 17, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 28 April 2023. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Dec 16Third quarter 2023 earnings released: EPS: JP¥42.63 (vs JP¥17.24 in 3Q 2022)Third quarter 2023 results: EPS: JP¥42.63 (up from JP¥17.24 in 3Q 2022). Revenue: JP¥4.21b (up 22% from 3Q 2022). Net income: JP¥203.0m (up 148% from 3Q 2022). Profit margin: 4.8% (up from 2.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 28WA, Inc. to Report Q3, 2023 Results on Dec 15, 2022WA, Inc. announced that they will report Q3, 2023 results on Dec 15, 2022Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥67.20 (vs JP¥78.85 in 2Q 2022)Second quarter 2023 results: EPS: JP¥67.20 (down from JP¥78.85 in 2Q 2022). Revenue: JP¥4.93b (up 15% from 2Q 2022). Net income: JP¥320.0m (down 15% from 2Q 2022). Profit margin: 6.5% (down from 8.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Japan.お知らせ • Jul 03WA, Inc. to Report Q2, 2023 Results on Sep 14, 2022WA, Inc. announced that they will report Q2, 2023 results on Sep 14, 2022Reported Earnings • Jun 15First quarter 2023 earnings released: JP¥47.26 loss per share (vs JP¥28.82 loss in 1Q 2022)First quarter 2023 results: JP¥47.26 loss per share (down from JP¥28.82 loss in 1Q 2022). Revenue: JP¥3.30b (up 5.9% from 1Q 2022). Net loss: JP¥225.0m (loss widened 64% from 1Q 2022). Over the next year, revenue is forecast to grow 14%, compared to a 7.4% growth forecast for the industry in Japan.お知らせ • May 04WA, Inc. to Report Q1, 2023 Results on Jun 14, 2022WA, Inc. announced that they will report Q1, 2023 results on Jun 14, 2022お知らせ • Apr 08WA, Inc., Annual General Meeting, Apr 27, 2022WA, Inc., Annual General Meeting, Apr 27, 2022.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥2,403, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 36% over the past year.Buying Opportunity • Mar 21Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥3,607, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% per annum over the last 3 years. Earnings per share has declined by 4.1% per annum over the last 3 years.Reported Earnings • Dec 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥17.24 (up from JP¥0.63 in 3Q 2021). Revenue: JP¥3.45b (down 5.9% from 3Q 2021). Net income: JP¥82.0m (up JP¥79.0m from 3Q 2021). Profit margin: 2.4% (up from 0.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 33%. Earnings per share (EPS) surpassed analyst estimates by 33%. Over the next year, revenue is forecast to grow 23%, compared to a 6.8% growth forecast for the industry in Japan.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥3,625, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Specialty Retail industry in Japan. Total returns to shareholders of 9.2% over the past year.Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS JP¥78.85 (vs JP¥69.52 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¥4.30b (up 15% from 2Q 2021). Net income: JP¥375.0m (up 14% from 2Q 2021). Profit margin: 8.7% (down from 8.8% in 2Q 2021). The decrease in margin was driven by higher expenses.Reported Earnings • Jun 17First quarter 2022 earnings released: JP¥28.82 loss per share (vs JP¥101 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.12b (up 100% from 1Q 2021). Net loss: JP¥137.0m (loss narrowed 71% from 1Q 2021).Reported Earnings • Mar 19Full year 2021 earnings released: EPS JP¥50.34 (vs JP¥181 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥13.1b (down 6.6% from FY 2020). Net income: JP¥239.0m (down 68% from FY 2020). Profit margin: 1.8% (down from 5.4% in FY 2020). The decrease in margin was driven by lower revenue.お知らせ • Mar 17WA, Inc., Annual General Meeting, Apr 28, 2021WA, Inc., Annual General Meeting, Apr 28, 2021.Is New 90 Day High Low • Mar 12New 90-day high: JP¥3,255The company is up 9.0% from its price of JP¥2,980 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period.お知らせ • Dec 31WA, Inc. to Report Fiscal Year 2021 Results on Mar 17, 2021WA, Inc. announced that they will report fiscal year 2021 results on Mar 17, 2021Is New 90 Day High Low • Dec 18New 90-day low: JP¥2,921The company is down 12% from its price of JP¥3,320 on 18 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.Reported Earnings • Dec 16Third quarter 2021 earnings released: EPS JP¥0.63The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.67b (down 3.9% from 3Q 2020). Net income: JP¥3.00m (down 98% from 3Q 2020). Profit margin: 0.1% (down from 3.8% in 3Q 2020). The decrease in margin was driven by lower revenue.お知らせ • Oct 10WA, Inc. to Report Q3, 2021 Results on Dec 15, 2020WA, Inc. announced that they will report Q3, 2021 results on Dec 15, 2020お知らせ • Aug 02WA, Inc. to Report Q2, 2021 Results on Sep 14, 2020WA, Inc. announced that they will report Q2, 2021 results on Sep 14, 2020お知らせ • Jul 31WA, Inc. (TSE:7683) completed the acquisition of Himiko Co., Ltd. from Risa Partners, Inc.WA, Inc. (TSE:7683) signed share transfer agreement to acquire Himiko Co., Ltd. from Risa Partners, Inc. on March 16, 2020. WA, Inc. will acquire 10 shares of Himiko Co., Ltd. The transaction was resolved by Board of WA, Inc. on March 16, 2020 and is expected to close on May 1, 2020. WA, Inc. (TSE:7683) completed the acquisition of Himiko Co., Ltd. from Risa Partners, Inc. on May 1, 2020. Himiko Co., Ltd. will operate as a subsidiary of WA, Inc. going forward.株主還元7683JP Specialty RetailJP 市場7D1.2%2.5%3.6%1Y3.2%34.0%41.3%株主還元を見る業界別リターン: 7683過去 1 年間で34 % の収益を上げたJP Specialty Retail業界を下回りました。リターン対市場: 7683は、過去 1 年間で41.3 % のリターンを上げたJP市場を下回りました。価格変動Is 7683's price volatile compared to industry and market?7683 volatility7683 Average Weekly Movement1.7%Specialty Retail Industry Average Movement4.2%Market Average Movement4.9%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.4%安定した株価: 7683 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7683の 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2002566Xiao Junweiwww.wa-jp.com株式会社和は、婦人靴・婦人服の商品企画・開発、検品・品質管理、国内店舗・オンラインショップでの販売を行っている。ORiental Traffic」「WA ORiental Traffic」「ORTR」「KIDS」「MISCH MASCH」のブランドで商品を展開している。同社は2002年に設立され、渋谷に本社を置く。もっと見るWA, Inc. 基礎のまとめWA の収益と売上を時価総額と比較するとどうか。7683 基礎統計学時価総額JP¥26.91b収益（TTM）JP¥688.00m売上高(TTM)JP¥23.33b39.0xPER（株価収益率1.2xP/Sレシオ7683 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計7683 損益計算書（TTM）収益JP¥23.33b売上原価JP¥9.14b売上総利益JP¥14.19bその他の費用JP¥13.50b収益JP¥688.00m直近の収益報告Jan 31, 2026次回決算日Jun 12, 2026一株当たり利益（EPS）36.05グロス・マージン60.81%純利益率2.95%有利子負債／自己資本比率0%7683 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.2%現在の配当利回り47%配当性向7683 配当は確実ですか？7683 配当履歴とベンチマークを見る7683 、いつまでに購入すれば配当金を受け取れますか？WA 配当日配当落ち日Jul 30 2026配当支払日Oct 13 2026配当落ちまでの日数63 days配当支払日までの日数138 days7683 配当は確実ですか？7683 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/28 07:55終値2026/05/28 00:00収益2026/01/31年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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WA, Inc. 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。2 アナリスト機関Nobumasa MorimotoMizuho Securities Co., Ltd.Kana SasakiThe Stock Research Center
Declared Dividend • May 11Final dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Mar 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • Mar 17WA, Inc., Annual General Meeting, Apr 27, 2026WA, Inc., Annual General Meeting, Apr 27, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 13 April 2026. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).
Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥1.31 (vs JP¥7.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.31 (down from JP¥7.76 in 3Q 2025). Revenue: JP¥5.07b (down 1.1% from 3Q 2025). Net income: JP¥25.0m (down 83% from 3Q 2025). Profit margin: 0.5% (down from 2.9% in 3Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Oct 11First half dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 29th January 2026 Payment date: 13th April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (312% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 49% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • May 11Final dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Mar 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • Mar 17WA, Inc., Annual General Meeting, Apr 27, 2026WA, Inc., Annual General Meeting, Apr 27, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 13 April 2026. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).
Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥1.31 (vs JP¥7.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.31 (down from JP¥7.76 in 3Q 2025). Revenue: JP¥5.07b (down 1.1% from 3Q 2025). Net income: JP¥25.0m (down 83% from 3Q 2025). Profit margin: 0.5% (down from 2.9% in 3Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Oct 11First half dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 29th January 2026 Payment date: 13th April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (312% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 49% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 14Second quarter 2026 earnings released: EPS: JP¥25.16 (vs JP¥22.50 in 2Q 2025)Second quarter 2026 results: EPS: JP¥25.16 (up from JP¥22.50 in 2Q 2025). Revenue: JP¥6.96b (up 5.9% from 2Q 2025). Net income: JP¥479.9m (up 12% from 2Q 2025). Profit margin: 6.9% (up from 6.5% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 23Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (1.6%).
Declared Dividend • Jun 24Dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2025 Payment date: 10th October 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (24% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 86% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 15First quarter 2026 earnings released: EPS: JP¥0.21 (vs JP¥1.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.21 (down from JP¥1.89 in 1Q 2025). Revenue: JP¥4.79b (up 2.0% from 1Q 2025). Net income: JP¥4.00m (down 89% from 1Q 2025). Profit margin: 0.1% (down from 0.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 14WA, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2026WA, Inc. provided consolidated earnings guidance for the fiscal year ending January 31, 2026. For the period, the company expects net sales of JPY 26,527 million, operating profit of JPY 2,484 million, Profit attributable to owners of parent of JPY 1,477 million and Basic earnings per share of JPY 77.44 per share.
Reported Earnings • May 02Full year 2025 earnings released: EPS: JP¥52.24 (vs JP¥61.02 in FY 2024)Full year 2025 results: EPS: JP¥52.24 (down from JP¥61.02 in FY 2024). Revenue: JP¥22.8b (up 7.2% from FY 2024). Net income: JP¥996.0m (down 14% from FY 2024). Profit margin: 4.4% (down from 5.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 01Now 20% undervaluedOver the last 90 days, the stock has risen 5.0% to JP¥1,312. The fair value is estimated to be JP¥1,643, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 21%.
お知らせ • Apr 05+ 2 more updatesWA, Inc. to Report Q3, 2026 Results on Dec 15, 2025WA, Inc. announced that they will report Q3, 2026 results on Dec 15, 2025
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: JP¥52.24 (vs JP¥61.02 in FY 2024)Full year 2025 results: EPS: JP¥52.24 (down from JP¥61.02 in FY 2024). Revenue: JP¥22.8b (up 7.2% from FY 2024). Net income: JP¥996.0m (down 14% from FY 2024). Profit margin: 4.4% (down from 5.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Mar 17WA, Inc., Annual General Meeting, Apr 25, 2025WA, Inc., Annual General Meeting, Apr 25, 2025.
お知らせ • Feb 27WA, Inc. (TSE:7683) entered into a memorandum of understanding to acquire 31 Sons de mode business from Hirota Co.,Ltd.WA, Inc. (TSE:7683) entered into a memorandum of understanding to acquire 31 Sons de mode business from Hirota Co.,Ltd. on February 26, 2025. The expected completion of the transaction is April 1, 2025.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.4%).
お知らせ • Jan 22WA, Inc. to Report Fiscal Year 2025 Results on Mar 17, 2025WA, Inc. announced that they will report fiscal year 2025 results on Mar 17, 2025
Reported Earnings • Dec 16Third quarter 2025 earnings released: EPS: JP¥7.76 (vs JP¥5.09 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.76 (up from JP¥5.09 in 3Q 2024). Revenue: JP¥5.12b (up 8.1% from 3Q 2024). Net income: JP¥148.0m (up 53% from 3Q 2024). Profit margin: 2.9% (up from 2.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.
Reported Earnings • Sep 15Second quarter 2025 earnings released: EPS: JP¥225,079 (vs JP¥20.41 in 2Q 2024)Second quarter 2025 results: EPS: JP¥225,079 (up from JP¥20.41 in 2Q 2024). Revenue: JP¥6.57b (up 8.6% from 2Q 2024). Net income: JP¥429.0m (up 10% from 2Q 2024). Profit margin: 6.5% (up from 6.4% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 03Market Participants Recognise WA, Inc.'s (TSE:7683) Earnings Pushing Shares 32% HigherWA, Inc. ( TSE:7683 ) shareholders have had their patience rewarded with a 32% share price jump in the last month...
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥2,550, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 84% over the past three years.
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 5.7% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥1,775, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Jun 16First quarter 2025 earnings released: EPS: JP¥3.78 (vs JP¥10.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.78 (down from JP¥10.81 in 1Q 2024). Revenue: JP¥4.69b (up 9.4% from 1Q 2024). Net income: JP¥36.0m (down 65% from 1Q 2024). Profit margin: 0.8% (down from 2.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • May 05+ 2 more updatesWA, Inc. to Report Q3, 2025 Results on Dec 13, 2024WA, Inc. announced that they will report Q3, 2025 results on Dec 13, 2024
Reported Earnings • May 04Full year 2024 earnings released: EPS: JP¥122 (vs JP¥72.35 in FY 2023)Full year 2024 results: EPS: JP¥122 (up from JP¥72.35 in FY 2023). Revenue: JP¥21.3b (up 21% from FY 2023). Net income: JP¥1.16b (up 69% from FY 2023). Profit margin: 5.5% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. 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 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 17Full year 2024 earnings released: EPS: JP¥122 (vs JP¥72.35 in FY 2023)Full year 2024 results: EPS: JP¥122 (up from JP¥72.35 in FY 2023). Revenue: JP¥21.3b (up 21% from FY 2023). Net income: JP¥1.16b (up 69% from FY 2023). Profit margin: 5.5% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. 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 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 17WA, Inc., Annual General Meeting, Apr 26, 2024WA, Inc., Annual General Meeting, Apr 26, 2024.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥17.50 per share at 0.5% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.4%).
お知らせ • Jan 12WA, Inc. to Report Fiscal Year 2024 Results on Mar 15, 2024WA, Inc. announced that they will report fiscal year 2024 results on Mar 15, 2024
Reported Earnings • Dec 16Third quarter 2024 earnings released: EPS: JP¥10.18 (vs JP¥21.32 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.18 (down from JP¥21.32 in 3Q 2023). Revenue: JP¥4.74b (up 13% from 3Q 2023). Net income: JP¥97.0m (down 52% from 3Q 2023). Profit margin: 2.0% (down from 4.8% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 28WA, Inc. to Report Q3, 2024 Results on Dec 15, 2023WA, Inc. announced that they will report Q3, 2024 results on Dec 15, 2023
Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: JP¥602,167 (vs JP¥33.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥602,167 (up from JP¥33.60 in 2Q 2023). Revenue: JP¥6.05b (up 23% from 2Q 2023). Net income: JP¥389.0m (up 22% from 2Q 2023). Profit margin: 6.4% (down from 6.5% 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 44% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29WA, Inc. to Report Q2, 2024 Results on Sep 14, 2023WA, Inc. announced that they will report Q2, 2024 results on Sep 14, 2023
Reported Earnings • Jun 17First quarter 2024 earnings released: EPS: JP¥21.62 (vs JP¥47.26 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥21.62 (up from JP¥47.26 loss in 1Q 2023). Revenue: JP¥4.29b (up 30% from 1Q 2023). Net income: JP¥103.0m (up JP¥328.0m from 1Q 2023). Profit margin: 2.4% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 16New 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 8.4% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥4,375, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 62% over the past three years.
Reported Earnings • May 03Full year 2023 earnings released: EPS: JP¥145 (vs JP¥149 in FY 2022)Full year 2023 results: EPS: JP¥145 (down from JP¥149 in FY 2022). Revenue: JP¥17.6b (up 12% from FY 2022). Net income: JP¥689.0m (down 2.5% from FY 2022). Profit margin: 3.9% (down from 4.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 17% per year.
Reported Earnings • Mar 18Full year 2023 earnings released: EPS: JP¥145 (vs JP¥149 in FY 2022)Full year 2023 results: EPS: JP¥145 (down from JP¥149 in FY 2022). Revenue: JP¥17.6b (up 12% from FY 2022). Net income: JP¥689.0m (down 2.5% from FY 2022). Profit margin: 3.9% (down from 4.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28WA, Inc. to Report Q4, 2023 Results on Mar 17, 2023WA, Inc. announced that they will report Q4, 2023 results on Mar 17, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 28 April 2023. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Dec 16Third quarter 2023 earnings released: EPS: JP¥42.63 (vs JP¥17.24 in 3Q 2022)Third quarter 2023 results: EPS: JP¥42.63 (up from JP¥17.24 in 3Q 2022). Revenue: JP¥4.21b (up 22% from 3Q 2022). Net income: JP¥203.0m (up 148% from 3Q 2022). Profit margin: 4.8% (up from 2.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 28WA, Inc. to Report Q3, 2023 Results on Dec 15, 2022WA, Inc. announced that they will report Q3, 2023 results on Dec 15, 2022
Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥67.20 (vs JP¥78.85 in 2Q 2022)Second quarter 2023 results: EPS: JP¥67.20 (down from JP¥78.85 in 2Q 2022). Revenue: JP¥4.93b (up 15% from 2Q 2022). Net income: JP¥320.0m (down 15% from 2Q 2022). Profit margin: 6.5% (down from 8.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Japan.
お知らせ • Jul 03WA, Inc. to Report Q2, 2023 Results on Sep 14, 2022WA, Inc. announced that they will report Q2, 2023 results on Sep 14, 2022
Reported Earnings • Jun 15First quarter 2023 earnings released: JP¥47.26 loss per share (vs JP¥28.82 loss in 1Q 2022)First quarter 2023 results: JP¥47.26 loss per share (down from JP¥28.82 loss in 1Q 2022). Revenue: JP¥3.30b (up 5.9% from 1Q 2022). Net loss: JP¥225.0m (loss widened 64% from 1Q 2022). Over the next year, revenue is forecast to grow 14%, compared to a 7.4% growth forecast for the industry in Japan.
お知らせ • May 04WA, Inc. to Report Q1, 2023 Results on Jun 14, 2022WA, Inc. announced that they will report Q1, 2023 results on Jun 14, 2022
お知らせ • Apr 08WA, Inc., Annual General Meeting, Apr 27, 2022WA, Inc., Annual General Meeting, Apr 27, 2022.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥2,403, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 36% over the past year.
Buying Opportunity • Mar 21Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥3,607, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% per annum over the last 3 years. Earnings per share has declined by 4.1% per annum over the last 3 years.
Reported Earnings • Dec 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥17.24 (up from JP¥0.63 in 3Q 2021). Revenue: JP¥3.45b (down 5.9% from 3Q 2021). Net income: JP¥82.0m (up JP¥79.0m from 3Q 2021). Profit margin: 2.4% (up from 0.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 33%. Earnings per share (EPS) surpassed analyst estimates by 33%. Over the next year, revenue is forecast to grow 23%, compared to a 6.8% growth forecast for the industry in Japan.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥3,625, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Specialty Retail industry in Japan. Total returns to shareholders of 9.2% over the past year.
Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS JP¥78.85 (vs JP¥69.52 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¥4.30b (up 15% from 2Q 2021). Net income: JP¥375.0m (up 14% from 2Q 2021). Profit margin: 8.7% (down from 8.8% in 2Q 2021). The decrease in margin was driven by higher expenses.
Reported Earnings • Jun 17First quarter 2022 earnings released: JP¥28.82 loss per share (vs JP¥101 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.12b (up 100% from 1Q 2021). Net loss: JP¥137.0m (loss narrowed 71% from 1Q 2021).
Reported Earnings • Mar 19Full year 2021 earnings released: EPS JP¥50.34 (vs JP¥181 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥13.1b (down 6.6% from FY 2020). Net income: JP¥239.0m (down 68% from FY 2020). Profit margin: 1.8% (down from 5.4% in FY 2020). The decrease in margin was driven by lower revenue.
お知らせ • Mar 17WA, Inc., Annual General Meeting, Apr 28, 2021WA, Inc., Annual General Meeting, Apr 28, 2021.
Is New 90 Day High Low • Mar 12New 90-day high: JP¥3,255The company is up 9.0% from its price of JP¥2,980 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period.
お知らせ • Dec 31WA, Inc. to Report Fiscal Year 2021 Results on Mar 17, 2021WA, Inc. announced that they will report fiscal year 2021 results on Mar 17, 2021
Is New 90 Day High Low • Dec 18New 90-day low: JP¥2,921The company is down 12% from its price of JP¥3,320 on 18 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.
Reported Earnings • Dec 16Third quarter 2021 earnings released: EPS JP¥0.63The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.67b (down 3.9% from 3Q 2020). Net income: JP¥3.00m (down 98% from 3Q 2020). Profit margin: 0.1% (down from 3.8% in 3Q 2020). The decrease in margin was driven by lower revenue.
お知らせ • Oct 10WA, Inc. to Report Q3, 2021 Results on Dec 15, 2020WA, Inc. announced that they will report Q3, 2021 results on Dec 15, 2020
お知らせ • Aug 02WA, Inc. to Report Q2, 2021 Results on Sep 14, 2020WA, Inc. announced that they will report Q2, 2021 results on Sep 14, 2020
お知らせ • Jul 31WA, Inc. (TSE:7683) completed the acquisition of Himiko Co., Ltd. from Risa Partners, Inc.WA, Inc. (TSE:7683) signed share transfer agreement to acquire Himiko Co., Ltd. from Risa Partners, Inc. on March 16, 2020. WA, Inc. will acquire 10 shares of Himiko Co., Ltd. The transaction was resolved by Board of WA, Inc. on March 16, 2020 and is expected to close on May 1, 2020. WA, Inc. (TSE:7683) completed the acquisition of Himiko Co., Ltd. from Risa Partners, Inc. on May 1, 2020. Himiko Co., Ltd. will operate as a subsidiary of WA, Inc. going forward.
