View ValuationKomeriLtd 将来の成長Future 基準チェック /16KomeriLtd利益と収益がそれぞれ年間3.9%と2.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.8% 4.2%なると予測されています。主要情報3.9%収益成長率4.18%EPS成長率Specialty Retail 収益成長9.5%収益成長率2.8%将来の株主資本利益率5.80%アナリストカバレッジLow最終更新日08 May 2026今後の成長に関する最新情報分析記事 • May 01Komeri Co.,Ltd. (TSE:8218) Annual Results: Here's What Analysts Are Forecasting For This YearKomeri Co.,Ltd. ( TSE:8218 ) shareholders are probably feeling a little disappointed, since its shares fell 2.6% to...分析記事 • Jan 29Earnings Update: Here's Why Analysts Just Lifted Their Komeri Co.,Ltd. (TSE:8218) Price Target To JP¥3,550It's been a mediocre week for Komeri Co.,Ltd. ( TSE:8218 ) shareholders, with the stock dropping 10% to JP¥3,245 in the...お知らせ • Jan 29Komeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ended March 31, 2026Komeri Co.,Ltd. provided consolidated earnings guidance for the fiscal year ended March 31, 2026. For the year, the company expects Operating revenue of JPY 391,000 million, Operating profit of JPY 23,500 million, Profit attributable to owners of parent of JPY 14,600 million and basic earnings per of JPY 308.65.Price Target Changed • Jul 26Price target increased by 7.6% to JP¥3,550Up from JP¥3,300, the current price target is an average from 2 analysts. New target price is 15% above last closing price of JP¥3,095. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥315 for next year compared to JP¥289 last year.分析記事 • Jul 24Komeri Co.,Ltd. (TSE:8218) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Komeri Co.,Ltd. ( TSE:8218 ) had a good week, as its shares rose 2.8% to close at JP¥3,100 following the...分析記事 • Apr 27Komeri Co.,Ltd. (TSE:8218) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?The full-year results for Komeri Co.,Ltd. ( TSE:8218 ) were released last week, making it a good time to revisit its...すべての更新を表示Recent updates分析記事 • May 01Komeri Co.,Ltd. (TSE:8218) Annual Results: Here's What Analysts Are Forecasting For This YearKomeri Co.,Ltd. ( TSE:8218 ) shareholders are probably feeling a little disappointed, since its shares fell 2.6% to...お知らせ • Apr 29Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • Apr 21Komeri Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 28, 2026Komeri Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 28, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).分析記事 • Jan 29Earnings Update: Here's Why Analysts Just Lifted Their Komeri Co.,Ltd. (TSE:8218) Price Target To JP¥3,550It's been a mediocre week for Komeri Co.,Ltd. ( TSE:8218 ) shareholders, with the stock dropping 10% to JP¥3,245 in the...Buy Or Sell Opportunity • Jan 29Now 21% undervaluedOver the last 90 days, the stock has risen 1.1% to JP¥3,245. The fair value is estimated to be JP¥4,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.3%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 9.0% in the next 2 years.お知らせ • Jan 29Komeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ended March 31, 2026Komeri Co.,Ltd. provided consolidated earnings guidance for the fiscal year ended March 31, 2026. For the year, the company expects Operating revenue of JPY 391,000 million, Operating profit of JPY 23,500 million, Profit attributable to owners of parent of JPY 14,600 million and basic earnings per of JPY 308.65.Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: JP¥75.47 (vs JP¥79.75 in 3Q 2025)Third quarter 2026 results: EPS: JP¥75.47 (down from JP¥79.75 in 3Q 2025). Revenue: JP¥98.0b (up 13% from 3Q 2025). Net income: JP¥3.57b (down 5.6% from 3Q 2025). Profit margin: 3.6% (down from 4.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.分析記事 • Jan 27KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥28.00 per share on the 29th of June. The...分析記事 • Dec 17KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00Komeri Co.,Ltd.'s ( TSE:8218 ) investors are due to receive a payment of ¥28.00 per share on 29th of June. This takes...お知らせ • Dec 17Komeri Co.,Ltd. to Report Q3, 2026 Results on Jan 27, 2026Komeri Co.,Ltd. announced that they will report Q3, 2026 results on Jan 27, 2026分析記事 • Dec 02KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend on the 29th of June, with investors...Declared Dividend • Dec 02First half dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥73.25 (vs JP¥63.34 in 2Q 2025)Second quarter 2026 results: EPS: JP¥73.25 (up from JP¥63.34 in 2Q 2025). Revenue: JP¥95.8b (up 4.9% from 2Q 2025). Net income: JP¥3.48b (up 16% from 2Q 2025). Profit margin: 3.6% (up from 3.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% 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 • Oct 28Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 600,000 shares, representing 1.25% for ¥2,100 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.24% of its share capital, for ¥2,100 million. The purpose of the program is to improve capital efficiency and to enable the implementation of a flexible capital policy that responds to changes in the business environment. The program will expire on January 23, 2026. As of September 30, 2025, the company had 47,863,343 shares in issue (excluding treasury stock) and 6,545,825 shares in treasury.分析記事 • Sep 25KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be paying its dividend of ¥28.00 on the 2nd of...お知らせ • Sep 25Komeri Co.,Ltd. to Report Q2, 2026 Results on Oct 28, 2025Komeri Co.,Ltd. announced that they will report Q2, 2026 results on Oct 28, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).分析記事 • Sep 01Here's Why KomeriLtd (TSE:8218) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Jul 26Price target increased by 7.6% to JP¥3,550Up from JP¥3,300, the current price target is an average from 2 analysts. New target price is 15% above last closing price of JP¥3,095. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥315 for next year compared to JP¥289 last year.分析記事 • Jul 25KomeriLtd's (TSE:8218) Upcoming Dividend Will Be Larger Than Last Year'sKomeri Co.,Ltd. ( TSE:8218 ) will increase its dividend from last year's comparable payment on the 2nd of December to...分析記事 • Jul 24Komeri Co.,Ltd. (TSE:8218) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Komeri Co.,Ltd. ( TSE:8218 ) had a good week, as its shares rose 2.8% to close at JP¥3,100 following the...分析記事 • Jul 09KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be increasing its dividend by 3.7% on the 2nd of...Declared Dividend • Jul 09Final dividend increased to JP¥28.00Dividend of JP¥28.00 is 3.7% higher than last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥289 (up from JP¥286 in FY 2024). Revenue: JP¥379.2b (up 2.3% from FY 2024). Net income: JP¥13.7b (flat on FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Jun 26Komeri Co.,Ltd. to Report Q1, 2026 Results on Jul 22, 2025Komeri Co.,Ltd. announced that they will report Q1, 2026 results on Jul 22, 2025分析記事 • Apr 27Komeri Co.,Ltd. (TSE:8218) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?The full-year results for Komeri Co.,Ltd. ( TSE:8218 ) were released last week, making it a good time to revisit its...分析記事 • Apr 23Calculating The Fair Value Of Komeri Co.,Ltd. (TSE:8218)Key Insights The projected fair value for KomeriLtd is JP¥2,600 based on 2 Stage Free Cash Flow to Equity Current share...Reported Earnings • Apr 23Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥289 (up from JP¥286 in FY 2024). Revenue: JP¥379.2b (up 2.3% from FY 2024). Net income: JP¥13.7b (flat on FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Apr 22Komeri Co.,Ltd., Annual General Meeting, Jun 26, 2025Komeri Co.,Ltd., Annual General Meeting, Jun 26, 2025.分析記事 • Mar 27KomeriLtd (TSE:8218) Will Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. This...お知らせ • Mar 27Komeri Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2025Komeri Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).分析記事 • Feb 02Komeri Co.,Ltd. (TSE:8218) Just Reported, And Analysts Assigned A JP¥3,433 Price TargetShareholders might have noticed that Komeri Co.,Ltd. ( TSE:8218 ) filed its quarterly result this time last week. The...分析記事 • Feb 01KomeriLtd's (TSE:8218) Dividend Will Be ¥27.00Komeri Co.,Ltd.'s ( TSE:8218 ) investors are due to receive a payment of ¥27.00 per share on 24th of June. This will...Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: JP¥79.75 (vs JP¥96.54 in 3Q 2024)Third quarter 2025 results: EPS: JP¥79.75 (down from JP¥96.54 in 3Q 2024). Revenue: JP¥97.3b (up 1.6% from 3Q 2024). Net income: JP¥3.78b (down 18% from 3Q 2024). Profit margin: 3.9% (down from 4.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Jan 30Komeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Komeri Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects operating revenue of JPY 380,000 million, Operating profit of JPY 22,500 million, Profit attributable to owners of parent of JPY 13,500 million and Earnings per share of JPY 284.52.分析記事 • Dec 20KomeriLtd (TSE:8218) Is Due To Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. Based...分析記事 • Dec 03KomeriLtd (TSE:8218) Is Due To Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. This...Declared Dividend • Dec 03First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Oct 29Price target decreased by 11% to JP¥3,433Down from JP¥3,850, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥3,300. Stock is up 5.4% over the past year. The company is forecast to post earnings per share of JP¥306 for next year compared to JP¥286 last year.分析記事 • Oct 24Komeri Co.,Ltd. (TSE:8218) Just Reported, And Analysts Assigned A JP¥3,600 Price TargetLast week, you might have seen that Komeri Co.,Ltd. ( TSE:8218 ) released its interim result to the market. The early...お知らせ • Oct 23+ 1 more updateKomeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Komeri Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects operating revenue of JPY 388,000 million, Operating profit of JPY 24,300 million, Profit attributable to owners of parent of JPY 15,200 million and Earnings per share of JPY 317.57.Reported Earnings • Oct 23Second quarter 2025 earnings released: EPS: JP¥63.34 (vs JP¥75.09 in 2Q 2024)Second quarter 2025 results: EPS: JP¥63.34 (down from JP¥75.09 in 2Q 2024). Revenue: JP¥91.4b (up 1.3% from 2Q 2024). Net income: JP¥3.00b (down 16% from 2Q 2024). Profit margin: 3.3% (down from 4.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Oct 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥3,560. The fair value is estimated to be JP¥4,457, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Upcoming Dividend • Sep 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.4%).分析記事 • Sep 10KomeriLtd (TSE:8218) Is Increasing Its Dividend To ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be increasing its dividend from last year's comparable payment...お知らせ • Sep 10Komeri Co.,Ltd. to Report Q2, 2025 Results on Oct 22, 2024Komeri Co.,Ltd. announced that they will report Q2, 2025 results on Oct 22, 2024分析記事 • Aug 20We Think KomeriLtd (TSE:8218) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥3,105, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,478 per share.Buy Or Sell Opportunity • Aug 02Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥3,435. The fair value is estimated to be JP¥4,473, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: JP¥138 (vs JP¥117 in 1Q 2024)First quarter 2025 results: EPS: JP¥138 (up from JP¥117 in 1Q 2024). Revenue: JP¥107.4b (up 3.2% from 1Q 2024). Net income: JP¥6.56b (up 16% from 1Q 2024). Profit margin: 6.1% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.分析記事 • Jul 26KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) will increase its dividend from last year's comparable payment on the 2nd of December to...分析記事 • Jul 12KomeriLtd's (TSE:8218) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be paying its dividend of ¥27.00 on the 2nd of...Declared Dividend • Jul 11Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 28Komeri Co.,Ltd. to Report Q1, 2025 Results on Jul 23, 2024Komeri Co.,Ltd. announced that they will report Q1, 2025 results on Jul 23, 2024Reported Earnings • Jun 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥352 in FY 2023). Revenue: JP¥370.8b (down 2.3% from FY 2023). Net income: JP¥13.7b (down 20% from FY 2023). Profit margin: 3.7% (down from 4.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.分析記事 • Jun 18Here's What To Make Of KomeriLtd's (TSE:8218) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...分析記事 • May 21A Look At The Intrinsic Value Of Komeri Co.,Ltd. (TSE:8218)Key Insights Using the 2 Stage Free Cash Flow to Equity, KomeriLtd fair value estimate is JP¥3,800 With JP¥3,660 share...お知らせ • Apr 26Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 600,000 shares, representing 1.24% for ¥2,000 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.24% of its share capital, for ¥2,000 million. The program is aimed at improving capital efficiency, to implement flexible capital policies in response to changes in the business environment. The program will expire on July 19, 2024. As of March 31, 2024, the company had 48,403,448 shares in issue (excluding treasury stock) and 6,005,720 shares in treasury.お知らせ • Apr 24Komeri Co.,Ltd., Annual General Meeting, Jun 21, 2024Komeri Co.,Ltd., Annual General Meeting, Jun 21, 2024.Reported Earnings • Apr 24Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥352 in FY 2023). Revenue: JP¥370.8b (down 2.3% from FY 2023). Net income: JP¥13.7b (down 20% from FY 2023). Profit margin: 3.7% (down from 4.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Apr 17Now 21% undervaluedOver the last 90 days, the stock has risen 1.7% to JP¥3,355. The fair value is estimated to be JP¥4,245, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.8%. Revenue is forecast to grow by 3.0% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.3%).分析記事 • Mar 18KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥26.00Komeri Co.,Ltd. ( TSE:8218 ) will pay a dividend of ¥26.00 on the 26th of June. Based on this payment, the dividend...お知らせ • Mar 17Komeri Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2024Komeri Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2024分析記事 • Mar 14Returns On Capital At KomeriLtd (TSE:8218) Have StalledIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buy Or Sell Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock has risen 9.4% to JP¥3,360. The fair value is estimated to be JP¥4,275, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.8%. Revenue is forecast to grow by 3.1% in 2 years. Earnings are forecast to grow by 8.3% in the next 2 years.Reported Earnings • Jan 24Third quarter 2024 earnings released: EPS: JP¥96.54 (vs JP¥101 in 3Q 2023)Third quarter 2024 results: EPS: JP¥96.54 (down from JP¥101 in 3Q 2023). Revenue: JP¥95.8b (down 3.1% from 3Q 2023). Net income: JP¥4.62b (down 5.6% from 3Q 2023). Profit margin: 4.8% (down from 4.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Dec 24Komeri Co.,Ltd. to Report Q3, 2024 Results on Jan 23, 2024Komeri Co.,Ltd. announced that they will report Q3, 2024 results on Jan 23, 2024Price Target Changed • Dec 16Price target decreased by 9.3% to JP¥3,400Down from JP¥3,750, the current price target is provided by 1 analyst. New target price is 7.4% above last closing price of JP¥3,165. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥285 for next year compared to JP¥352 last year.Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: JP¥75.09 (vs JP¥90.37 in 2Q 2023)Second quarter 2024 results: EPS: JP¥75.09 (down from JP¥90.37 in 2Q 2023). Revenue: JP¥90.2b (flat on 2Q 2023). Net income: JP¥3.59b (down 18% from 2Q 2023). Profit margin: 4.0% (down from 4.9% in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Oct 26Komeri Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2024Komeri Co.,Ltd. provided earnings guidance for the year ending March 31, 2024. For the year, the company expects Operating profit of JPY 21,800 million, Profit attributable to owners of parent of JPY 13,600 million and Earnings per share of JPY 283.81.Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).お知らせ • Sep 15Komeri Co.,Ltd. to Report Q2, 2024 Results on Oct 24, 2023Komeri Co.,Ltd. announced that they will report Q2, 2024 results on Oct 24, 2023Reported Earnings • Jul 26First quarter 2024 earnings released: EPS: JP¥117 (vs JP¥142 in 1Q 2023)First quarter 2024 results: EPS: JP¥117 (down from JP¥142 in 1Q 2023). Revenue: JP¥104.1b (down 3.3% from 1Q 2023). Net income: JP¥5.65b (down 18% from 1Q 2023). Profit margin: 5.4% (down from 6.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.お知らせ • May 28Komeri Co.,Ltd. to Report Q1, 2024 Results on Jul 25, 2023Komeri Co.,Ltd. announced that they will report Q1, 2024 results on Jul 25, 2023Reported Earnings • Apr 26Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥352 (down from JP¥360 in FY 2022). Revenue: JP¥379.4b (flat on FY 2022). Net income: JP¥17.1b (down 4.5% from FY 2022). Profit margin: 4.5% (down from 4.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.4%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Japan. 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 14% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Feb 01Komeri Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2023Komeri Co.,Ltd. provided earnings guidance for the year ending March 31, 2023. For the year, the company expects to report the net sales of JPY 379,000 million, operating profit of JPY 25,700 million, profit attributable to owners of parent of JPY 16,100 million and earnings per share of JPY 331.16.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥101 (vs JP¥103 in 3Q 2022)Third quarter 2023 results: EPS: JP¥101 (down from JP¥103 in 3Q 2022). Revenue: JP¥98.9b (up 1.9% from 3Q 2022). Net income: JP¥4.89b (down 4.3% from 3Q 2022). Profit margin: 4.9% (down from 5.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 27Komeri Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Komeri Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥90.37 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.37 (down from JP¥101 in 2Q 2022). Revenue: JP¥90.3b (flat on 2Q 2022). Net income: JP¥4.39b (down 13% from 2Q 2022). Profit margin: 4.9% (down from 5.6% in 2Q 2022). Revenue is forecast to grow 2.2% 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 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 8 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Hiromu Wada was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 27+ 1 more updateKomeri Co.,Ltd. Announces Dividend for the Six Months Ended September 30, 2022, Payable on December 1, 2022 and Provides Dividend Guidance for the Year Ending March 31, 2023Komeri Co.,Ltd. announced the cash dividend of JPY 25.00 per share for the six months ended September 30, 2022 against JPY 23.00 per share for the same period a year ago. Scheduled date to commence dividend payments: December 1, 2022.For the year ending March 31, 2023, the company expects to pay the dividend of JPY 25.00 per share against JPY 23.00 per share a year ago.Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥90.37 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.37 (down from JP¥101 in 2Q 2022). Revenue: JP¥90.3b (flat on 2Q 2022). Net income: JP¥4.39b (down 13% from 2Q 2022). Profit margin: 4.9% (down from 5.6% in 2Q 2022). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Sep 01Komeri Co.,Ltd. to Report Q2, 2023 Results on Oct 25, 2022Komeri Co.,Ltd. announced that they will report Q2, 2023 results on Oct 25, 2022Reported Earnings • Jul 27First quarter 2023 earnings released: EPS: JP¥142 (vs JP¥141 in 1Q 2022)First quarter 2023 results: EPS: JP¥142. Revenue: JP¥107.6b (up 1.1% from 1Q 2022). Net income: JP¥6.92b (down 1.1% from 1Q 2022). Profit margin: 6.4% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.2%, compared to a 7.7% growth forecast for the industry in Japan.お知らせ • Jun 12Komeri Co.,Ltd. to Report Q1, 2023 Results on Jul 26, 2022Komeri Co.,Ltd. announced that they will report Q1, 2023 results on Jul 26, 2022Reported Earnings • Apr 28Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥360 (down from JP¥410 in FY 2021). Revenue: JP¥376.1b (down 2.5% from FY 2021). Net income: JP¥17.9b (down 12% from FY 2021). Profit margin: 4.8% (down from 5.3% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.3% growth forecast for the retail industry in Japan. 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 5% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 560,000 shares, representing 1.12% for ¥1,500 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 560,000 shares, representing 1.12% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to improve capital efficiency and enable the execution of agile capital policies in response to changes in the business environment. The program will continue through June 23, 2022. As of March 31, 2022, the company had 49,850,924 issued shares (excluding treasury stock) and 4,558,244treasury shares.Price Target Changed • Apr 27Price target increased to JP¥3,700Up from JP¥3,400, the current price target is an average from 3 analysts. New target price is 39% above last closing price of JP¥2,657. Stock is down 6.6% over the past year. The company is forecast to post earnings per share of JP¥345 for next year compared to JP¥410 last year.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). General Manager of Store Planning Division, Executive Officer & Director Naoshi Hosaka was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Komeri Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 26, 2022Komeri Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 26, 2022Price Target Changed • Mar 31Price target increased to JP¥3,700Up from JP¥3,400, the current price target is an average from 3 analysts. New target price is 41% above last closing price of JP¥2,629. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥345 for next year compared to JP¥410 last year.Buying Opportunity • Mar 24Now 20% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be JP¥3,347, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% per annum over the last 3 years. Earnings per share has grown by 23% per annum over the last 3 years.業績と収益の成長予測TSE:8218 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029404,00016,9009,500N/A13/31/2028393,73315,5678,500N/A33/31/2027393,00015,40019,500N/A13/31/2026370,53514,6456,07523,825N/A12/31/2025367,65214,304N/AN/AN/A9/30/2025381,62014,5178,71525,844N/A6/30/2025366,65814,039N/AN/AN/A3/31/2025379,19113,7195,53323,120N/A12/31/2024376,53513,195N/AN/AN/A9/30/2024375,27814,0326,29619,780N/A6/30/2024374,12714,620N/AN/AN/A3/31/2024370,75113,7126,03321,364N/A12/31/2023372,67914,764N/AN/AN/A9/30/2023375,78915,0364,88319,198N/A6/30/2023375,87915,834N/AN/AN/A3/31/2023379,40017,0968,59519,873N/A12/31/2022378,89516,950N/AN/AN/A9/30/2022377,03817,17013,45325,586N/A6/30/2022377,25617,821N/AN/AN/A3/31/2022376,09317,89715,18125,856N/A12/31/2021376,90618,761N/AN/AN/A9/30/2021377,17918,2379,55621,458N/A6/30/2021380,32718,882N/AN/AN/A3/31/2021385,70020,40222,67136,553N/A12/31/2020378,27018,864N/AN/AN/A9/30/2020367,99017,45228,03338,834N/A6/30/2020363,85315,617N/AN/AN/A3/31/2020348,57311,94114,72224,475N/A12/31/2019346,58811,148N/AN/AN/A9/30/2019352,85611,377N/A24,128N/A6/30/2019347,77811,044N/AN/AN/A3/31/2019346,86210,935N/A23,336N/A12/31/2018348,30112,138N/AN/AN/A9/30/2018346,03111,546N/A24,715N/A6/30/2018343,63210,968N/AN/AN/A3/31/2018341,95510,907N/A22,400N/A12/31/2017338,38411,376N/AN/AN/A9/30/2017334,99211,709N/A23,483N/A6/30/2017332,12111,542N/AN/AN/A3/31/2017329,58711,017N/A26,719N/A12/31/2016327,2059,350N/AN/AN/A9/30/2016325,4679,446N/A22,227N/A6/30/2016326,3129,516N/AN/AN/A3/31/2016324,3439,585N/A21,834N/A12/31/2015322,7178,338N/AN/AN/A9/30/2015324,1968,196N/A20,098N/A6/30/2015320,9347,957N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 8218の予測収益成長率 (年間3.9% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 8218の収益 ( 3.9% ) JP市場 ( 9.3% ) よりも低い成長が予測されています。高成長収益: 8218の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 8218の収益 ( 2.8% ) JP市場 ( 6% ) よりも低い成長が予測されています。高い収益成長: 8218の収益 ( 2.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 8218の 自己資本利益率 は、3年後には低くなると予測されています ( 5.8 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 23:43終値2026/06/11 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Komeri Co.,Ltd. 3 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。14 アナリスト機関Rie SakaiBofA Global Researchnull nullCLSAJun KawaharaDaiwa Securities Co. Ltd.11 その他のアナリストを表示
分析記事 • May 01Komeri Co.,Ltd. (TSE:8218) Annual Results: Here's What Analysts Are Forecasting For This YearKomeri Co.,Ltd. ( TSE:8218 ) shareholders are probably feeling a little disappointed, since its shares fell 2.6% to...
分析記事 • Jan 29Earnings Update: Here's Why Analysts Just Lifted Their Komeri Co.,Ltd. (TSE:8218) Price Target To JP¥3,550It's been a mediocre week for Komeri Co.,Ltd. ( TSE:8218 ) shareholders, with the stock dropping 10% to JP¥3,245 in the...
お知らせ • Jan 29Komeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ended March 31, 2026Komeri Co.,Ltd. provided consolidated earnings guidance for the fiscal year ended March 31, 2026. For the year, the company expects Operating revenue of JPY 391,000 million, Operating profit of JPY 23,500 million, Profit attributable to owners of parent of JPY 14,600 million and basic earnings per of JPY 308.65.
Price Target Changed • Jul 26Price target increased by 7.6% to JP¥3,550Up from JP¥3,300, the current price target is an average from 2 analysts. New target price is 15% above last closing price of JP¥3,095. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥315 for next year compared to JP¥289 last year.
分析記事 • Jul 24Komeri Co.,Ltd. (TSE:8218) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Komeri Co.,Ltd. ( TSE:8218 ) had a good week, as its shares rose 2.8% to close at JP¥3,100 following the...
分析記事 • Apr 27Komeri Co.,Ltd. (TSE:8218) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?The full-year results for Komeri Co.,Ltd. ( TSE:8218 ) were released last week, making it a good time to revisit its...
分析記事 • May 01Komeri Co.,Ltd. (TSE:8218) Annual Results: Here's What Analysts Are Forecasting For This YearKomeri Co.,Ltd. ( TSE:8218 ) shareholders are probably feeling a little disappointed, since its shares fell 2.6% to...
お知らせ • Apr 29Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 21Komeri Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 28, 2026Komeri Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 28, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
分析記事 • Jan 29Earnings Update: Here's Why Analysts Just Lifted Their Komeri Co.,Ltd. (TSE:8218) Price Target To JP¥3,550It's been a mediocre week for Komeri Co.,Ltd. ( TSE:8218 ) shareholders, with the stock dropping 10% to JP¥3,245 in the...
Buy Or Sell Opportunity • Jan 29Now 21% undervaluedOver the last 90 days, the stock has risen 1.1% to JP¥3,245. The fair value is estimated to be JP¥4,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.3%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 9.0% in the next 2 years.
お知らせ • Jan 29Komeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ended March 31, 2026Komeri Co.,Ltd. provided consolidated earnings guidance for the fiscal year ended March 31, 2026. For the year, the company expects Operating revenue of JPY 391,000 million, Operating profit of JPY 23,500 million, Profit attributable to owners of parent of JPY 14,600 million and basic earnings per of JPY 308.65.
Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: JP¥75.47 (vs JP¥79.75 in 3Q 2025)Third quarter 2026 results: EPS: JP¥75.47 (down from JP¥79.75 in 3Q 2025). Revenue: JP¥98.0b (up 13% from 3Q 2025). Net income: JP¥3.57b (down 5.6% from 3Q 2025). Profit margin: 3.6% (down from 4.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
分析記事 • Jan 27KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥28.00 per share on the 29th of June. The...
分析記事 • Dec 17KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00Komeri Co.,Ltd.'s ( TSE:8218 ) investors are due to receive a payment of ¥28.00 per share on 29th of June. This takes...
お知らせ • Dec 17Komeri Co.,Ltd. to Report Q3, 2026 Results on Jan 27, 2026Komeri Co.,Ltd. announced that they will report Q3, 2026 results on Jan 27, 2026
分析記事 • Dec 02KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend on the 29th of June, with investors...
Declared Dividend • Dec 02First half dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥73.25 (vs JP¥63.34 in 2Q 2025)Second quarter 2026 results: EPS: JP¥73.25 (up from JP¥63.34 in 2Q 2025). Revenue: JP¥95.8b (up 4.9% from 2Q 2025). Net income: JP¥3.48b (up 16% from 2Q 2025). Profit margin: 3.6% (up from 3.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% 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 • Oct 28Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 600,000 shares, representing 1.25% for ¥2,100 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.24% of its share capital, for ¥2,100 million. The purpose of the program is to improve capital efficiency and to enable the implementation of a flexible capital policy that responds to changes in the business environment. The program will expire on January 23, 2026. As of September 30, 2025, the company had 47,863,343 shares in issue (excluding treasury stock) and 6,545,825 shares in treasury.
分析記事 • Sep 25KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be paying its dividend of ¥28.00 on the 2nd of...
お知らせ • Sep 25Komeri Co.,Ltd. to Report Q2, 2026 Results on Oct 28, 2025Komeri Co.,Ltd. announced that they will report Q2, 2026 results on Oct 28, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).
分析記事 • Sep 01Here's Why KomeriLtd (TSE:8218) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Jul 26Price target increased by 7.6% to JP¥3,550Up from JP¥3,300, the current price target is an average from 2 analysts. New target price is 15% above last closing price of JP¥3,095. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥315 for next year compared to JP¥289 last year.
分析記事 • Jul 25KomeriLtd's (TSE:8218) Upcoming Dividend Will Be Larger Than Last Year'sKomeri Co.,Ltd. ( TSE:8218 ) will increase its dividend from last year's comparable payment on the 2nd of December to...
分析記事 • Jul 24Komeri Co.,Ltd. (TSE:8218) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Komeri Co.,Ltd. ( TSE:8218 ) had a good week, as its shares rose 2.8% to close at JP¥3,100 following the...
分析記事 • Jul 09KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be increasing its dividend by 3.7% on the 2nd of...
Declared Dividend • Jul 09Final dividend increased to JP¥28.00Dividend of JP¥28.00 is 3.7% higher than last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥289 (up from JP¥286 in FY 2024). Revenue: JP¥379.2b (up 2.3% from FY 2024). Net income: JP¥13.7b (flat on FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Jun 26Komeri Co.,Ltd. to Report Q1, 2026 Results on Jul 22, 2025Komeri Co.,Ltd. announced that they will report Q1, 2026 results on Jul 22, 2025
分析記事 • Apr 27Komeri Co.,Ltd. (TSE:8218) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?The full-year results for Komeri Co.,Ltd. ( TSE:8218 ) were released last week, making it a good time to revisit its...
分析記事 • Apr 23Calculating The Fair Value Of Komeri Co.,Ltd. (TSE:8218)Key Insights The projected fair value for KomeriLtd is JP¥2,600 based on 2 Stage Free Cash Flow to Equity Current share...
Reported Earnings • Apr 23Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥289 (up from JP¥286 in FY 2024). Revenue: JP¥379.2b (up 2.3% from FY 2024). Net income: JP¥13.7b (flat on FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Apr 22Komeri Co.,Ltd., Annual General Meeting, Jun 26, 2025Komeri Co.,Ltd., Annual General Meeting, Jun 26, 2025.
分析記事 • Mar 27KomeriLtd (TSE:8218) Will Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. This...
お知らせ • Mar 27Komeri Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2025Komeri Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
分析記事 • Feb 02Komeri Co.,Ltd. (TSE:8218) Just Reported, And Analysts Assigned A JP¥3,433 Price TargetShareholders might have noticed that Komeri Co.,Ltd. ( TSE:8218 ) filed its quarterly result this time last week. The...
分析記事 • Feb 01KomeriLtd's (TSE:8218) Dividend Will Be ¥27.00Komeri Co.,Ltd.'s ( TSE:8218 ) investors are due to receive a payment of ¥27.00 per share on 24th of June. This will...
Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: JP¥79.75 (vs JP¥96.54 in 3Q 2024)Third quarter 2025 results: EPS: JP¥79.75 (down from JP¥96.54 in 3Q 2024). Revenue: JP¥97.3b (up 1.6% from 3Q 2024). Net income: JP¥3.78b (down 18% from 3Q 2024). Profit margin: 3.9% (down from 4.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Jan 30Komeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Komeri Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects operating revenue of JPY 380,000 million, Operating profit of JPY 22,500 million, Profit attributable to owners of parent of JPY 13,500 million and Earnings per share of JPY 284.52.
分析記事 • Dec 20KomeriLtd (TSE:8218) Is Due To Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. Based...
分析記事 • Dec 03KomeriLtd (TSE:8218) Is Due To Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. This...
Declared Dividend • Dec 03First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Oct 29Price target decreased by 11% to JP¥3,433Down from JP¥3,850, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥3,300. Stock is up 5.4% over the past year. The company is forecast to post earnings per share of JP¥306 for next year compared to JP¥286 last year.
分析記事 • Oct 24Komeri Co.,Ltd. (TSE:8218) Just Reported, And Analysts Assigned A JP¥3,600 Price TargetLast week, you might have seen that Komeri Co.,Ltd. ( TSE:8218 ) released its interim result to the market. The early...
お知らせ • Oct 23+ 1 more updateKomeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Komeri Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects operating revenue of JPY 388,000 million, Operating profit of JPY 24,300 million, Profit attributable to owners of parent of JPY 15,200 million and Earnings per share of JPY 317.57.
Reported Earnings • Oct 23Second quarter 2025 earnings released: EPS: JP¥63.34 (vs JP¥75.09 in 2Q 2024)Second quarter 2025 results: EPS: JP¥63.34 (down from JP¥75.09 in 2Q 2024). Revenue: JP¥91.4b (up 1.3% from 2Q 2024). Net income: JP¥3.00b (down 16% from 2Q 2024). Profit margin: 3.3% (down from 4.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Oct 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥3,560. The fair value is estimated to be JP¥4,457, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.4%).
分析記事 • Sep 10KomeriLtd (TSE:8218) Is Increasing Its Dividend To ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be increasing its dividend from last year's comparable payment...
お知らせ • Sep 10Komeri Co.,Ltd. to Report Q2, 2025 Results on Oct 22, 2024Komeri Co.,Ltd. announced that they will report Q2, 2025 results on Oct 22, 2024
分析記事 • Aug 20We Think KomeriLtd (TSE:8218) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥3,105, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,478 per share.
Buy Or Sell Opportunity • Aug 02Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥3,435. The fair value is estimated to be JP¥4,473, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: JP¥138 (vs JP¥117 in 1Q 2024)First quarter 2025 results: EPS: JP¥138 (up from JP¥117 in 1Q 2024). Revenue: JP¥107.4b (up 3.2% from 1Q 2024). Net income: JP¥6.56b (up 16% from 1Q 2024). Profit margin: 6.1% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
分析記事 • Jul 26KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) will increase its dividend from last year's comparable payment on the 2nd of December to...
分析記事 • Jul 12KomeriLtd's (TSE:8218) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be paying its dividend of ¥27.00 on the 2nd of...
Declared Dividend • Jul 11Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 28Komeri Co.,Ltd. to Report Q1, 2025 Results on Jul 23, 2024Komeri Co.,Ltd. announced that they will report Q1, 2025 results on Jul 23, 2024
Reported Earnings • Jun 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥352 in FY 2023). Revenue: JP¥370.8b (down 2.3% from FY 2023). Net income: JP¥13.7b (down 20% from FY 2023). Profit margin: 3.7% (down from 4.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
分析記事 • Jun 18Here's What To Make Of KomeriLtd's (TSE:8218) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
分析記事 • May 21A Look At The Intrinsic Value Of Komeri Co.,Ltd. (TSE:8218)Key Insights Using the 2 Stage Free Cash Flow to Equity, KomeriLtd fair value estimate is JP¥3,800 With JP¥3,660 share...
お知らせ • Apr 26Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 600,000 shares, representing 1.24% for ¥2,000 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.24% of its share capital, for ¥2,000 million. The program is aimed at improving capital efficiency, to implement flexible capital policies in response to changes in the business environment. The program will expire on July 19, 2024. As of March 31, 2024, the company had 48,403,448 shares in issue (excluding treasury stock) and 6,005,720 shares in treasury.
お知らせ • Apr 24Komeri Co.,Ltd., Annual General Meeting, Jun 21, 2024Komeri Co.,Ltd., Annual General Meeting, Jun 21, 2024.
Reported Earnings • Apr 24Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥352 in FY 2023). Revenue: JP¥370.8b (down 2.3% from FY 2023). Net income: JP¥13.7b (down 20% from FY 2023). Profit margin: 3.7% (down from 4.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Apr 17Now 21% undervaluedOver the last 90 days, the stock has risen 1.7% to JP¥3,355. The fair value is estimated to be JP¥4,245, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.8%. Revenue is forecast to grow by 3.0% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.3%).
分析記事 • Mar 18KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥26.00Komeri Co.,Ltd. ( TSE:8218 ) will pay a dividend of ¥26.00 on the 26th of June. Based on this payment, the dividend...
お知らせ • Mar 17Komeri Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2024Komeri Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2024
分析記事 • Mar 14Returns On Capital At KomeriLtd (TSE:8218) Have StalledIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buy Or Sell Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock has risen 9.4% to JP¥3,360. The fair value is estimated to be JP¥4,275, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.8%. Revenue is forecast to grow by 3.1% in 2 years. Earnings are forecast to grow by 8.3% in the next 2 years.
Reported Earnings • Jan 24Third quarter 2024 earnings released: EPS: JP¥96.54 (vs JP¥101 in 3Q 2023)Third quarter 2024 results: EPS: JP¥96.54 (down from JP¥101 in 3Q 2023). Revenue: JP¥95.8b (down 3.1% from 3Q 2023). Net income: JP¥4.62b (down 5.6% from 3Q 2023). Profit margin: 4.8% (down from 4.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Dec 24Komeri Co.,Ltd. to Report Q3, 2024 Results on Jan 23, 2024Komeri Co.,Ltd. announced that they will report Q3, 2024 results on Jan 23, 2024
Price Target Changed • Dec 16Price target decreased by 9.3% to JP¥3,400Down from JP¥3,750, the current price target is provided by 1 analyst. New target price is 7.4% above last closing price of JP¥3,165. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥285 for next year compared to JP¥352 last year.
Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: JP¥75.09 (vs JP¥90.37 in 2Q 2023)Second quarter 2024 results: EPS: JP¥75.09 (down from JP¥90.37 in 2Q 2023). Revenue: JP¥90.2b (flat on 2Q 2023). Net income: JP¥3.59b (down 18% from 2Q 2023). Profit margin: 4.0% (down from 4.9% in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Oct 26Komeri Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2024Komeri Co.,Ltd. provided earnings guidance for the year ending March 31, 2024. For the year, the company expects Operating profit of JPY 21,800 million, Profit attributable to owners of parent of JPY 13,600 million and Earnings per share of JPY 283.81.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
お知らせ • Sep 15Komeri Co.,Ltd. to Report Q2, 2024 Results on Oct 24, 2023Komeri Co.,Ltd. announced that they will report Q2, 2024 results on Oct 24, 2023
Reported Earnings • Jul 26First quarter 2024 earnings released: EPS: JP¥117 (vs JP¥142 in 1Q 2023)First quarter 2024 results: EPS: JP¥117 (down from JP¥142 in 1Q 2023). Revenue: JP¥104.1b (down 3.3% from 1Q 2023). Net income: JP¥5.65b (down 18% from 1Q 2023). Profit margin: 5.4% (down from 6.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • May 28Komeri Co.,Ltd. to Report Q1, 2024 Results on Jul 25, 2023Komeri Co.,Ltd. announced that they will report Q1, 2024 results on Jul 25, 2023
Reported Earnings • Apr 26Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥352 (down from JP¥360 in FY 2022). Revenue: JP¥379.4b (flat on FY 2022). Net income: JP¥17.1b (down 4.5% from FY 2022). Profit margin: 4.5% (down from 4.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.4%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Japan. 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 14% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Feb 01Komeri Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2023Komeri Co.,Ltd. provided earnings guidance for the year ending March 31, 2023. For the year, the company expects to report the net sales of JPY 379,000 million, operating profit of JPY 25,700 million, profit attributable to owners of parent of JPY 16,100 million and earnings per share of JPY 331.16.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥101 (vs JP¥103 in 3Q 2022)Third quarter 2023 results: EPS: JP¥101 (down from JP¥103 in 3Q 2022). Revenue: JP¥98.9b (up 1.9% from 3Q 2022). Net income: JP¥4.89b (down 4.3% from 3Q 2022). Profit margin: 4.9% (down from 5.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 27Komeri Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Komeri Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥90.37 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.37 (down from JP¥101 in 2Q 2022). Revenue: JP¥90.3b (flat on 2Q 2022). Net income: JP¥4.39b (down 13% from 2Q 2022). Profit margin: 4.9% (down from 5.6% in 2Q 2022). Revenue is forecast to grow 2.2% 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 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 8 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Hiromu Wada was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 27+ 1 more updateKomeri Co.,Ltd. Announces Dividend for the Six Months Ended September 30, 2022, Payable on December 1, 2022 and Provides Dividend Guidance for the Year Ending March 31, 2023Komeri Co.,Ltd. announced the cash dividend of JPY 25.00 per share for the six months ended September 30, 2022 against JPY 23.00 per share for the same period a year ago. Scheduled date to commence dividend payments: December 1, 2022.For the year ending March 31, 2023, the company expects to pay the dividend of JPY 25.00 per share against JPY 23.00 per share a year ago.
Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥90.37 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.37 (down from JP¥101 in 2Q 2022). Revenue: JP¥90.3b (flat on 2Q 2022). Net income: JP¥4.39b (down 13% from 2Q 2022). Profit margin: 4.9% (down from 5.6% in 2Q 2022). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Sep 01Komeri Co.,Ltd. to Report Q2, 2023 Results on Oct 25, 2022Komeri Co.,Ltd. announced that they will report Q2, 2023 results on Oct 25, 2022
Reported Earnings • Jul 27First quarter 2023 earnings released: EPS: JP¥142 (vs JP¥141 in 1Q 2022)First quarter 2023 results: EPS: JP¥142. Revenue: JP¥107.6b (up 1.1% from 1Q 2022). Net income: JP¥6.92b (down 1.1% from 1Q 2022). Profit margin: 6.4% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.2%, compared to a 7.7% growth forecast for the industry in Japan.
お知らせ • Jun 12Komeri Co.,Ltd. to Report Q1, 2023 Results on Jul 26, 2022Komeri Co.,Ltd. announced that they will report Q1, 2023 results on Jul 26, 2022
Reported Earnings • Apr 28Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥360 (down from JP¥410 in FY 2021). Revenue: JP¥376.1b (down 2.5% from FY 2021). Net income: JP¥17.9b (down 12% from FY 2021). Profit margin: 4.8% (down from 5.3% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.3% growth forecast for the retail industry in Japan. 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 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 560,000 shares, representing 1.12% for ¥1,500 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 560,000 shares, representing 1.12% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to improve capital efficiency and enable the execution of agile capital policies in response to changes in the business environment. The program will continue through June 23, 2022. As of March 31, 2022, the company had 49,850,924 issued shares (excluding treasury stock) and 4,558,244treasury shares.
Price Target Changed • Apr 27Price target increased to JP¥3,700Up from JP¥3,400, the current price target is an average from 3 analysts. New target price is 39% above last closing price of JP¥2,657. Stock is down 6.6% over the past year. The company is forecast to post earnings per share of JP¥345 for next year compared to JP¥410 last year.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). General Manager of Store Planning Division, Executive Officer & Director Naoshi Hosaka was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Komeri Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 26, 2022Komeri Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 26, 2022
Price Target Changed • Mar 31Price target increased to JP¥3,700Up from JP¥3,400, the current price target is an average from 3 analysts. New target price is 41% above last closing price of JP¥2,629. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥345 for next year compared to JP¥410 last year.
Buying Opportunity • Mar 24Now 20% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be JP¥3,347, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% per annum over the last 3 years. Earnings per share has grown by 23% per annum over the last 3 years.