View ValuationSHIMAMURA 将来の成長Future 基準チェック /16SHIMAMURA利益と収益がそれぞれ年間4.7%と3.4%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9.1% 6.1%なると予測されています。主要情報4.7%収益成長率6.10%EPS成長率Specialty Retail 収益成長9.1%収益成長率3.4%将来の株主資本利益率9.14%アナリストカバレッジGood最終更新日17 May 2026今後の成長に関する最新情報Price Target Changed • Apr 01Price target increased by 16% to JP¥4,068Up from JP¥3,498, the current price target is an average from 11 analysts. New target price is 23% above last closing price of JP¥3,312. Stock is up 9.2% over the past year. The company is forecast to post earnings per share of JP¥203 for next year compared to JP¥190 last year.分析記事 • Dec 24SHIMAMURA Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its third-quarter result this time last...分析記事 • Oct 01Analyst Estimates: Here's What Brokers Think Of SHIMAMURA Co., Ltd. (TSE:8227) After Its Interim ReportShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its half-year result this time last week...分析記事 • Jul 02Earnings Beat: SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...分析記事 • Apr 03The SHIMAMURA Co., Ltd. (TSE:8227) Full-Year Results Are Out And Analysts Have Published New ForecastsInvestors in SHIMAMURA Co., Ltd. ( TSE:8227 ) had a good week, as its shares rose 9.5% to close at JP¥9,391 following...分析記事 • Dec 27Earnings Update: SHIMAMURA Co., Ltd. (TSE:8227) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...すべての更新を表示Recent updatesReported Earnings • Apr 02Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥607 (up from JP¥190 in FY 2025). Revenue: JP¥701.4b (up 5.2% from FY 2025). Net income: JP¥44.5b (up 6.1% from FY 2025). Profit margin: 6.3% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 200%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. 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.Price Target Changed • Apr 01Price target increased by 16% to JP¥4,068Up from JP¥3,498, the current price target is an average from 11 analysts. New target price is 23% above last closing price of JP¥3,312. Stock is up 9.2% over the past year. The company is forecast to post earnings per share of JP¥203 for next year compared to JP¥190 last year.お知らせ • Mar 30SHIMAMURA Co., Ltd., Annual General Meeting, May 15, 2026SHIMAMURA Co., Ltd., Annual General Meeting, May 15, 2026.Upcoming Dividend • Feb 12Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).お知らせ • Jan 29Shimamura Co., Ltd. Announces Board Changes , Effective February 21, 2026SHIMAMURA Co., Ltd. announced that it has resolved, at a meeting of the Board of Directors held on January 26, 2026, to changes in Executive Officers. Name: Shintaro Seki; New Position and Assignment: Senior Executive Officer; Supervising General Administration; Department, and Accounting Department. Current Position and Assignment: Executive Officer; In charge of Overseas Business, Chairman of Shimamura Co., Ltd. (Taiwan). Name: Tsuyoki Saito; New Position and Assignment: Executive Officer; Supervising Overseas Business, Chairman of Shimamura Co., Ltd. (Taiwan). Current Position and Assignment:Executive Officer; Supervising Systems Department and E-Commerce Business. Name: Junji Ishibashi; New Position and Assignment: Executive Officer, In charge of Avail Business; Current Position and Assignment: General Manager of Shimamura Merchandise Department 4. Name: Kazuhide Yanagisawa; New Position and Assignment: Executive Officer, In charge of Divalo Business; Current Position and Assignment: General Manager of Chambre Merchandise Department 2. Name: Yuuki Endo; New Position and Assignment: Executive Officer, In charge of Systems Department; Current Position and Assignment: General Manager of Systems Department 2. Kiyoshi Fujioka, Executive Officer, will depart his position as Executive Officer effective February 21, 2026.分析記事 • Jan 27SHIMAMURA Co., Ltd.'s (TSE:8227) Business Is Yet to Catch Up With Its Share PriceSHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 17.8x might make it look like a sell right now...お知らせ • Jan 27SHIMAMURA Co., Ltd. (TSE:8227) announces an Equity Buyback for 4,300,000 shares, representing 5.85% for ¥45,666 million.SHIMAMURA Co., Ltd. (TSE:8227) announces a share repurchase program. Under the program, the company will repurchase up to 4,300,000 shares, representing 5.85% issued share capital (excluding treasury stocks) for ¥45,666 million. The shares will be repurchased at ¥10,620 per share. The purpose of the program is to improve management indicators per share and achieving sustainable growth and medium - to long-term enhancement of corporate value. As of August 20, 2025, the company had 73,507,129 shares outstanding excluding treasury shares and had 319,469 shares in treasury.分析記事 • Jan 09With EPS Growth And More, SHIMAMURA (TSE:8227) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Dec 24SHIMAMURA Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its third-quarter result this time last...Reported Earnings • Dec 23Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥167 (up from JP¥157 in 3Q 2025). Revenue: JP¥182.3b (up 8.8% from 3Q 2025). Net income: JP¥12.2b (up 6.0% from 3Q 2025). Profit margin: 6.7% (down from 6.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 3.3% 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 increased by 4% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Dec 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to JP¥11,015. The fair value is estimated to be JP¥9,140, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 3.6%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.分析記事 • Dec 05Does This Valuation Of SHIMAMURA Co., Ltd. (TSE:8227) Imply Investors Are Overpaying?Key Insights Using the 2 Stage Free Cash Flow to Equity, SHIMAMURA fair value estimate is JP¥8,990 Current share price...Declared Dividend • Nov 01First half dividend of JP¥105 announcedShareholders will receive a dividend of JP¥105. Ex-date: 19th February 2026 Payment date: 19th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Oct 01Analyst Estimates: Here's What Brokers Think Of SHIMAMURA Co., Ltd. (TSE:8227) After Its Interim ReportShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its half-year result this time last week...Reported Earnings • Sep 30Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥165 (up from JP¥159 in 2Q 2025). Revenue: JP¥175.9b (up 5.6% from 2Q 2025). Net income: JP¥12.1b (up 3.7% from 2Q 2025). Profit margin: 6.9% (down from 7.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Revenue is forecast to grow 3.4% 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 increased by 4% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 19SHIMAMURA Co., Ltd. to Report Q3, 2026 Results on Dec 22, 2025SHIMAMURA Co., Ltd. announced that they will report Q3, 2026 results on Dec 22, 2025分析記事 • Sep 02Some Confidence Is Lacking In SHIMAMURA Co., Ltd.'s (TSE:8227) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider...分析記事 • Aug 17SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00The board of SHIMAMURA Co., Ltd. ( TSE:8227 ) has announced that it will pay a dividend of ¥100.00 per share on the...分析記事 • Aug 03SHIMAMURA (TSE:8227) Is Due To Pay A Dividend Of ¥100.00SHIMAMURA Co., Ltd.'s ( TSE:8227 ) investors are due to receive a payment of ¥100.00 per share on 31st of October. This...分析記事 • Jul 20SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00The board of SHIMAMURA Co., Ltd. ( TSE:8227 ) has announced that it will pay a dividend of ¥100.00 per share on the...お知らせ • Jul 15SHIMAMURA Co., Ltd. to Report Q2, 2026 Results on Sep 29, 2025SHIMAMURA Co., Ltd. announced that they will report Q2, 2026 results on Sep 29, 2025分析記事 • Jul 06SHIMAMURA's (TSE:8227) Dividend Will Be ¥100.00SHIMAMURA Co., Ltd. ( TSE:8227 ) will pay a dividend of ¥100.00 on the 31st of October. This takes the dividend yield...分析記事 • Jul 02Earnings Beat: SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...Reported Earnings • Jul 01First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥147 (up from JP¥142 in 1Q 2025). Revenue: JP¥168.4b (up 2.2% from 1Q 2025). Net income: JP¥10.8b (up 3.5% from 1Q 2025). Profit margin: 6.4% (up from 6.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 30+ 2 more updatesSHIMAMURA Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 20, 2026SHIMAMURA Co., Ltd. provided dividend guidance for the Fiscal year ending February 20, 2026. For the year, the company expects to pay dividend of JPY 105.00 per share against JPY 105.00 per share paid a year ago.分析記事 • Jun 22SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00SHIMAMURA Co., Ltd. ( TSE:8227 ) will pay a dividend of ¥100.00 on the 31st of October. This will take the dividend...Declared Dividend • Jun 21Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 19th August 2025 Payment date: 31st October 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • May 20SHIMAMURA Co., Ltd.'s (TSE:8227) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...お知らせ • Apr 28SHIMAMURA Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025SHIMAMURA Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025分析記事 • Apr 19Estimating The Intrinsic Value Of SHIMAMURA Co., Ltd. (TSE:8227)Key Insights The projected fair value for SHIMAMURA is JP¥9,308 based on 2 Stage Free Cash Flow to Equity With JP¥9,854...Buy Or Sell Opportunity • Apr 07Now 23% undervaluedOver the last 90 days, the stock has risen 3.4% to JP¥9,046. The fair value is estimated to be JP¥11,689, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 4.2%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.分析記事 • Apr 03The SHIMAMURA Co., Ltd. (TSE:8227) Full-Year Results Are Out And Analysts Have Published New ForecastsInvestors in SHIMAMURA Co., Ltd. ( TSE:8227 ) had a good week, as its shares rose 9.5% to close at JP¥9,391 following...Reported Earnings • Apr 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥570 (up from JP¥545 in FY 2024). Revenue: JP¥666.7b (up 4.8% from FY 2024). Net income: JP¥41.9b (up 4.5% from FY 2024). Profit margin: 6.3% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 31SHIMAMURA Co., Ltd., Annual General Meeting, May 16, 2025SHIMAMURA Co., Ltd., Annual General Meeting, May 16, 2025.分析記事 • Mar 24Investors Will Want SHIMAMURA's (TSE:8227) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Buy Or Sell Opportunity • Mar 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to JP¥8,429. The fair value is estimated to be JP¥10,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 5.8%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.Upcoming Dividend • Feb 12Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 19 February 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).分析記事 • Feb 04Some Confidence Is Lacking In SHIMAMURA Co., Ltd.'s (TSE:8227) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...お知らせ • Feb 03SHIMAMURA Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2025SHIMAMURA Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2025分析記事 • Dec 27Earnings Update: SHIMAMURA Co., Ltd. (TSE:8227) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...Reported Earnings • Dec 26Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: JP¥157 (down from JP¥165 in 3Q 2024). Revenue: JP¥167.6b (up 2.7% from 3Q 2024). Net income: JP¥11.5b (down 4.7% from 3Q 2024). Profit margin: 6.9% (down from 7.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 14SHIMAMURA's (TSE:8227) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Buy Or Sell Opportunity • Nov 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.1% to JP¥7,987. The fair value is estimated to be JP¥6,556, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.分析記事 • Nov 12Should You Be Adding SHIMAMURA (TSE:8227) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Declared Dividend • Nov 01First half dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th February 2025 Payment date: 20th May 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 29SHIMAMURA Co., Ltd. to Report Q2, 2025 Results on Dec 23, 2024SHIMAMURA Co., Ltd. announced that they will report Q2, 2025 results on Dec 23, 2024分析記事 • Oct 18There's Reason For Concern Over SHIMAMURA Co., Ltd.'s (TSE:8227) PriceIt's not a stretch to say that SHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 14.9x right now...分析記事 • Oct 03Earnings Beat: SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...Declared Dividend • Oct 02First half dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th February 2025 Payment date: 20th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥159 (up from JP¥149 in 2Q 2024). Revenue: JP¥166.5b (up 4.0% from 2Q 2024). Net income: JP¥11.7b (up 6.8% from 2Q 2024). Profit margin: 7.0% (up from 6.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 3.1% 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 increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 01Calculating The Intrinsic Value Of SHIMAMURA Co., Ltd. (TSE:8227)Key Insights The projected fair value for SHIMAMURA is JP¥8,746 based on 2 Stage Free Cash Flow to Equity SHIMAMURA's...分析記事 • Aug 30SHIMAMURA (TSE:8227) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Aug 13Does SHIMAMURA (TSE:8227) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Upcoming Dividend • Aug 12Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.6%).お知らせ • Jul 25SHIMAMURA Co., Ltd. to Report Q2, 2025 Results on Sep 30, 2024SHIMAMURA Co., Ltd. announced that they will report Q2, 2025 results on Sep 30, 2024分析記事 • Jun 26SHIMAMURA Co., Ltd. (TSE:8227) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearSHIMAMURA Co., Ltd. ( TSE:8227 ) came out with its first-quarter results last week, and we wanted to see how the...Reported Earnings • Jun 25First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥142 (up from JP¥136 in 1Q 2024). Revenue: JP¥164.8b (up 4.7% from 1Q 2024). Net income: JP¥10.4b (up 4.0% from 1Q 2024). Profit margin: 6.3% (down from 6.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 17SHIMAMURA Co., Ltd.'s (TSE:8227) Share Price Could Signal Some RiskWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...Declared Dividend • Jun 06Final dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th August 2024 Payment date: 31st October 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 43% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.分析記事 • May 30There's Been No Shortage Of Growth Recently For SHIMAMURA's (TSE:8227) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...分析記事 • May 13Is There An Opportunity With SHIMAMURA Co., Ltd.'s (TSE:8227) 20% Undervaluation?Key Insights SHIMAMURA's estimated fair value is JP¥9,482 based on 2 Stage Free Cash Flow to Equity Current share price...Buy Or Sell Opportunity • May 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.4% to JP¥7,674. The fair value is estimated to be JP¥9,597, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 2.9% per annum over the same time period.お知らせ • Apr 22SHIMAMURA Co., Ltd. to Report Q1, 2025 Results on Jun 24, 2024SHIMAMURA Co., Ltd. announced that they will report Q1, 2025 results on Jun 24, 2024分析記事 • Apr 04SHIMAMURA Co., Ltd. (TSE:8227) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a sad week for SHIMAMURA Co., Ltd. ( TSE:8227 ), who've watched their investment drop 10% to JP¥7,725 in the...お知らせ • Apr 02SHIMAMURA Co., Ltd., Annual General Meeting, May 17, 2024SHIMAMURA Co., Ltd., Annual General Meeting, May 17, 2024.Reported Earnings • Apr 02Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥1,091 (up from JP¥517 in FY 2023). Revenue: JP¥636.5b (up 3.1% from FY 2023). Net income: JP¥40.1b (up 5.4% from FY 2023). Profit margin: 6.3% (up from 6.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 01Pinning Down SHIMAMURA Co., Ltd.'s (TSE:8227) P/E Is Difficult Right NowIt's not a stretch to say that SHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 14.9x right now...Upcoming Dividend • Feb 12Upcoming dividend of JP¥140 per share at 1.7% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 25% 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 • Feb 01SHIMAMURA Co., Ltd. to Report Q4, 2024 Results on Apr 01, 2024SHIMAMURA Co., Ltd. announced that they will report Q4, 2024 results on Apr 01, 2024お知らせ • Dec 26Shimamura Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 20, 2024SHIMAMURA Co., Ltd. provided dividend guidance for the fiscal Year ending February 20, 2024. For the year-end, company expects dividend of JPY 140.00 per share compared to JPY 140.00 per share a year ago.Reported Earnings • Dec 26Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥330 (up from JP¥302 in 3Q 2023). Revenue: JP¥163.2b (flat on 3Q 2023). Net income: JP¥12.1b (up 9.3% from 3Q 2023). Profit margin: 7.4% (up from 6.8% in 3Q 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to grow 2.4% 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 increased by 13% per year whereas the company’s share price has increased by 15% per year.お知らせ • Oct 05+ 1 more updateShimamura Co., Ltd. Declares Dividend for the Second Quarter-End of the Year Ended February 20, 2024, Payable on October 31, 2023SHIMAMURA Co., Ltd. announced dividend of JPY 130.00 per share for the second quarter-end of year ended February 20,2024 against JPY 120.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments is October 31, 2023.Reported Earnings • Oct 05Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥297 (up from JP¥283 in 2Q 2023). Revenue: JP¥160.1b (up 5.1% from 2Q 2023). Net income: JP¥10.9b (up 5.0% from 2Q 2023). Profit margin: 6.8% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 10Upcoming dividend of JP¥130 per share at 1.8% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).お知らせ • Aug 08SHIMAMURA Co., Ltd. to Report Q2, 2024 Results on Oct 02, 2023SHIMAMURA Co., Ltd. announced that they will report Q2, 2024 results on Oct 02, 2023Reported Earnings • Jun 27First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥273 (down from JP¥278 in 1Q 2023). Revenue: JP¥157.4b (up 5.2% from 1Q 2023). Net income: JP¥10.0b (down 1.8% from 1Q 2023). Profit margin: 6.4% (down from 6.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 04Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥1,035 (up from JP¥964 in FY 2022). Revenue: JP¥617.5b (up 5.6% from FY 2022). Net income: JP¥38.0b (up 7.3% from FY 2022). Profit margin: 6.2% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 10Upcoming dividend of JP¥130 per share at 2.0% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 16 May 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Jan 24SHIMAMURA Co., Ltd. to Report Fiscal Year 2023 Results on Apr 03, 2023SHIMAMURA Co., Ltd. announced that they will report fiscal year 2023 results on Apr 03, 2023Buying Opportunity • Jan 04Now 21% undervaluedOver the last 90 days, the stock is up 8.5%. The fair value is estimated to be JP¥16,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is forecast to decline by 0.2% per annum over the same time period.お知らせ • Dec 27+ 1 more updateSHIMAMURA Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 20, 2023SHIMAMURA Co., Ltd. provided consolidated earnings guidance for the year ending February 20, 2023. For the year, the company expects net sales to be JPY 606,608 million, operating profit to be JPY 52,058 million, ordinary profit to be JPY 52,998 million, profit attributable to owners of parent to be JPY 37,197 million and earnings per share to be JPY 1,012.16.Reported Earnings • Dec 27Third quarter 2023 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2023 results: EPS: JP¥302 (up from JP¥258 in 3Q 2022). Revenue: JP¥162.9b (up 6.8% from 3Q 2022). Net income: JP¥11.1b (up 17% from 3Q 2022). Profit margin: 6.8% (up from 6.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (9 non-independent directors). External Director Hidezo Terai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Oct 25SHIMAMURA Co., Ltd. to Report Q3, 2023 Results on Dec 26, 2022SHIMAMURA Co., Ltd. announced that they will report Q3, 2023 results on Dec 26, 2022Reported Earnings • Oct 05Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥283 (up from JP¥233 in 2Q 2022). Revenue: JP¥152.4b (up 7.1% from 2Q 2022). Net income: JP¥10.4b (up 22% from 2Q 2022). Profit margin: 6.8% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Revenue is forecast to stay flat 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 40% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 11Upcoming dividend of JP¥120 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).お知らせ • Aug 02SHIMAMURA Co., Ltd. to Report Q2, 2023 Results on Oct 03, 2022SHIMAMURA Co., Ltd. announced that they will report Q2, 2023 results on Oct 03, 2022お知らせ • Jun 29+ 2 more updatesSHIMAMURA Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 20, 2022 and Full Year Ending February 20, 2023SHIMAMURA Co., Ltd. provided consolidated earnings guidance for the Six months ending August 20, 2022 and Full year ending February 20, 2023. For the Six months, the company expected net sales of JPY 296,385 million, operating profit of JPY 25,598 million, profit attributable to owners of parent of JPY 18,263 million or JPY 496.95 per share.For the Full year, the company expected net sales of JPY 606,608 million, operating profit of JPY 52,058 million, profit attributable to owners of parent of JPY 37,197 million or JPY 1,012.16 per share.Reported Earnings • Jun 29First quarter 2023 earnings: EPS exceeds analyst expectationsFirst quarter 2023 results: EPS: JP¥278 (up from JP¥242 in 1Q 2022). Revenue: JP¥149.7b (up 4.8% from 1Q 2022). Net income: JP¥10.2b (up 15% from 1Q 2022). Profit margin: 6.8% (up from 6.2% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 2.1%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidezo Terai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 20SHIMAMURA Co., Ltd. to Report Q1, 2023 Results on Jun 27, 2022SHIMAMURA Co., Ltd. announced that they will report Q1, 2023 results on Jun 27, 2022お知らせ • Apr 06+ 2 more updatesShimamura Co., Ltd. Provides Dividend Guidance for the Second Quarter of 2023SHIMAMURA Co., Ltd. provided dividend guidance for the second quarter of 2023. For the period, the company expects dividend of JPY 120.00 against JPY 110.00 a year ago.業績と収益の成長予測TSE:8227 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/2029776,31451,32130,90059,52072/29/2028753,89149,40327,85155,782112/28/2027728,60447,12531,18053,816102/20/2026701,38444,46024,24748,052N/A11/20/2025693,06143,38336,48854,888N/A8/20/2025679,70042,68634,16248,129N/A5/20/2025669,26142,25234,04845,276N/A2/20/2025666,74241,88541,36152,800N/A11/20/2024654,62840,65635,11346,217N/A8/20/2024650,25241,23034,51144,328N/A5/20/2024643,86240,49039,79348,392N/A2/20/2024636,49940,08433,52641,162N/A11/20/2023633,28939,38733,34039,975N/A8/20/2023633,01838,35541,62946,744N/A5/20/2023625,30837,83827,89332,458N/A2/20/2023617,51938,02137,16841,552N/A11/20/2022612,08540,21333,00838,286N/A8/20/2022601,68838,62136,00640,816N/A5/20/2022591,63236,76538,28043,156N/A2/20/2022584,77135,42828,96537,213N/A11/20/2021576,03531,53821,96531,350N/A8/20/2021573,97433,06528,71638,746N/A5/20/2021579,16936,25945,52957,693N/A2/20/2021543,56026,16337,95646,234N/A11/20/2020533,04922,03337,07043,560N/A8/20/2020512,75414,03724,15730,234N/A5/20/2020496,2068,1112,2015,819N/A2/20/2020522,89413,12519,23522,803N/A11/20/2019531,29914,896N/A30,461N/A8/20/2019535,69216,103N/A19,456N/A5/20/2019542,96315,007N/A-22,461N/A2/20/2019546,94415,996N/A15,428N/A11/20/2018549,08819,486N/A8,942N/A8/20/2018557,59522,958N/A19,213N/A5/20/2018565,64027,390N/A34,949N/A2/20/2018566,10329,717N/A29,795N/A11/20/2017564,93530,413N/A-4,240N/A8/20/2017569,52232,431N/A39,038N/A5/20/2017564,17331,989N/A72,557N/A2/20/2017566,51032,862N/A47,229N/A11/20/2016566,55531,720N/A82,074N/A8/20/2016562,44429,977N/A39,773N/A5/20/2016555,79327,194N/A32,049N/A2/20/2016547,02224,747N/A23,720N/A11/20/2015538,01523,824N/A20,340N/A8/20/2015525,00522,573N/A21,241N/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: 8227の予測収益成長率 (年間4.7% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 8227の収益 ( 4.7% ) JP市場 ( 8.6% ) よりも低い成長が予測されています。高成長収益: 8227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: 8227の収益 ( 3.4% ) JP市場 ( 5.3% ) よりも低い成長が予測されています。高い収益成長: 8227の収益 ( 3.4% ) 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: 8227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 ( 9.1 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 17:26終値2026/05/22 00:00収益2026/02/20年間収益2026/02/20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SHIMAMURA Co., Ltd. 11 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。22 アナリスト機関Maki ShinozakiBarclaysArashi NishizawaBofA Global ResearchMitsuru TakayanagiCitigroup Inc19 その他のアナリストを表示
Price Target Changed • Apr 01Price target increased by 16% to JP¥4,068Up from JP¥3,498, the current price target is an average from 11 analysts. New target price is 23% above last closing price of JP¥3,312. Stock is up 9.2% over the past year. The company is forecast to post earnings per share of JP¥203 for next year compared to JP¥190 last year.
分析記事 • Dec 24SHIMAMURA Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its third-quarter result this time last...
分析記事 • Oct 01Analyst Estimates: Here's What Brokers Think Of SHIMAMURA Co., Ltd. (TSE:8227) After Its Interim ReportShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its half-year result this time last week...
分析記事 • Jul 02Earnings Beat: SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...
分析記事 • Apr 03The SHIMAMURA Co., Ltd. (TSE:8227) Full-Year Results Are Out And Analysts Have Published New ForecastsInvestors in SHIMAMURA Co., Ltd. ( TSE:8227 ) had a good week, as its shares rose 9.5% to close at JP¥9,391 following...
分析記事 • Dec 27Earnings Update: SHIMAMURA Co., Ltd. (TSE:8227) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...
Reported Earnings • Apr 02Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥607 (up from JP¥190 in FY 2025). Revenue: JP¥701.4b (up 5.2% from FY 2025). Net income: JP¥44.5b (up 6.1% from FY 2025). Profit margin: 6.3% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 200%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. 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.
Price Target Changed • Apr 01Price target increased by 16% to JP¥4,068Up from JP¥3,498, the current price target is an average from 11 analysts. New target price is 23% above last closing price of JP¥3,312. Stock is up 9.2% over the past year. The company is forecast to post earnings per share of JP¥203 for next year compared to JP¥190 last year.
お知らせ • Mar 30SHIMAMURA Co., Ltd., Annual General Meeting, May 15, 2026SHIMAMURA Co., Ltd., Annual General Meeting, May 15, 2026.
Upcoming Dividend • Feb 12Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
お知らせ • Jan 29Shimamura Co., Ltd. Announces Board Changes , Effective February 21, 2026SHIMAMURA Co., Ltd. announced that it has resolved, at a meeting of the Board of Directors held on January 26, 2026, to changes in Executive Officers. Name: Shintaro Seki; New Position and Assignment: Senior Executive Officer; Supervising General Administration; Department, and Accounting Department. Current Position and Assignment: Executive Officer; In charge of Overseas Business, Chairman of Shimamura Co., Ltd. (Taiwan). Name: Tsuyoki Saito; New Position and Assignment: Executive Officer; Supervising Overseas Business, Chairman of Shimamura Co., Ltd. (Taiwan). Current Position and Assignment:Executive Officer; Supervising Systems Department and E-Commerce Business. Name: Junji Ishibashi; New Position and Assignment: Executive Officer, In charge of Avail Business; Current Position and Assignment: General Manager of Shimamura Merchandise Department 4. Name: Kazuhide Yanagisawa; New Position and Assignment: Executive Officer, In charge of Divalo Business; Current Position and Assignment: General Manager of Chambre Merchandise Department 2. Name: Yuuki Endo; New Position and Assignment: Executive Officer, In charge of Systems Department; Current Position and Assignment: General Manager of Systems Department 2. Kiyoshi Fujioka, Executive Officer, will depart his position as Executive Officer effective February 21, 2026.
分析記事 • Jan 27SHIMAMURA Co., Ltd.'s (TSE:8227) Business Is Yet to Catch Up With Its Share PriceSHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 17.8x might make it look like a sell right now...
お知らせ • Jan 27SHIMAMURA Co., Ltd. (TSE:8227) announces an Equity Buyback for 4,300,000 shares, representing 5.85% for ¥45,666 million.SHIMAMURA Co., Ltd. (TSE:8227) announces a share repurchase program. Under the program, the company will repurchase up to 4,300,000 shares, representing 5.85% issued share capital (excluding treasury stocks) for ¥45,666 million. The shares will be repurchased at ¥10,620 per share. The purpose of the program is to improve management indicators per share and achieving sustainable growth and medium - to long-term enhancement of corporate value. As of August 20, 2025, the company had 73,507,129 shares outstanding excluding treasury shares and had 319,469 shares in treasury.
分析記事 • Jan 09With EPS Growth And More, SHIMAMURA (TSE:8227) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Dec 24SHIMAMURA Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its third-quarter result this time last...
Reported Earnings • Dec 23Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥167 (up from JP¥157 in 3Q 2025). Revenue: JP¥182.3b (up 8.8% from 3Q 2025). Net income: JP¥12.2b (up 6.0% from 3Q 2025). Profit margin: 6.7% (down from 6.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 3.3% 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 increased by 4% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Dec 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to JP¥11,015. The fair value is estimated to be JP¥9,140, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 3.6%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.
分析記事 • Dec 05Does This Valuation Of SHIMAMURA Co., Ltd. (TSE:8227) Imply Investors Are Overpaying?Key Insights Using the 2 Stage Free Cash Flow to Equity, SHIMAMURA fair value estimate is JP¥8,990 Current share price...
Declared Dividend • Nov 01First half dividend of JP¥105 announcedShareholders will receive a dividend of JP¥105. Ex-date: 19th February 2026 Payment date: 19th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 01Analyst Estimates: Here's What Brokers Think Of SHIMAMURA Co., Ltd. (TSE:8227) After Its Interim ReportShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its half-year result this time last week...
Reported Earnings • Sep 30Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥165 (up from JP¥159 in 2Q 2025). Revenue: JP¥175.9b (up 5.6% from 2Q 2025). Net income: JP¥12.1b (up 3.7% from 2Q 2025). Profit margin: 6.9% (down from 7.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Revenue is forecast to grow 3.4% 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 increased by 4% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 19SHIMAMURA Co., Ltd. to Report Q3, 2026 Results on Dec 22, 2025SHIMAMURA Co., Ltd. announced that they will report Q3, 2026 results on Dec 22, 2025
分析記事 • Sep 02Some Confidence Is Lacking In SHIMAMURA Co., Ltd.'s (TSE:8227) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider...
分析記事 • Aug 17SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00The board of SHIMAMURA Co., Ltd. ( TSE:8227 ) has announced that it will pay a dividend of ¥100.00 per share on the...
分析記事 • Aug 03SHIMAMURA (TSE:8227) Is Due To Pay A Dividend Of ¥100.00SHIMAMURA Co., Ltd.'s ( TSE:8227 ) investors are due to receive a payment of ¥100.00 per share on 31st of October. This...
分析記事 • Jul 20SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00The board of SHIMAMURA Co., Ltd. ( TSE:8227 ) has announced that it will pay a dividend of ¥100.00 per share on the...
お知らせ • Jul 15SHIMAMURA Co., Ltd. to Report Q2, 2026 Results on Sep 29, 2025SHIMAMURA Co., Ltd. announced that they will report Q2, 2026 results on Sep 29, 2025
分析記事 • Jul 06SHIMAMURA's (TSE:8227) Dividend Will Be ¥100.00SHIMAMURA Co., Ltd. ( TSE:8227 ) will pay a dividend of ¥100.00 on the 31st of October. This takes the dividend yield...
分析記事 • Jul 02Earnings Beat: SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...
Reported Earnings • Jul 01First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥147 (up from JP¥142 in 1Q 2025). Revenue: JP¥168.4b (up 2.2% from 1Q 2025). Net income: JP¥10.8b (up 3.5% from 1Q 2025). Profit margin: 6.4% (up from 6.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 30+ 2 more updatesSHIMAMURA Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 20, 2026SHIMAMURA Co., Ltd. provided dividend guidance for the Fiscal year ending February 20, 2026. For the year, the company expects to pay dividend of JPY 105.00 per share against JPY 105.00 per share paid a year ago.
分析記事 • Jun 22SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00SHIMAMURA Co., Ltd. ( TSE:8227 ) will pay a dividend of ¥100.00 on the 31st of October. This will take the dividend...
Declared Dividend • Jun 21Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 19th August 2025 Payment date: 31st October 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • May 20SHIMAMURA Co., Ltd.'s (TSE:8227) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
お知らせ • Apr 28SHIMAMURA Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025SHIMAMURA Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025
分析記事 • Apr 19Estimating The Intrinsic Value Of SHIMAMURA Co., Ltd. (TSE:8227)Key Insights The projected fair value for SHIMAMURA is JP¥9,308 based on 2 Stage Free Cash Flow to Equity With JP¥9,854...
Buy Or Sell Opportunity • Apr 07Now 23% undervaluedOver the last 90 days, the stock has risen 3.4% to JP¥9,046. The fair value is estimated to be JP¥11,689, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 4.2%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.
分析記事 • Apr 03The SHIMAMURA Co., Ltd. (TSE:8227) Full-Year Results Are Out And Analysts Have Published New ForecastsInvestors in SHIMAMURA Co., Ltd. ( TSE:8227 ) had a good week, as its shares rose 9.5% to close at JP¥9,391 following...
Reported Earnings • Apr 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥570 (up from JP¥545 in FY 2024). Revenue: JP¥666.7b (up 4.8% from FY 2024). Net income: JP¥41.9b (up 4.5% from FY 2024). Profit margin: 6.3% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 31SHIMAMURA Co., Ltd., Annual General Meeting, May 16, 2025SHIMAMURA Co., Ltd., Annual General Meeting, May 16, 2025.
分析記事 • Mar 24Investors Will Want SHIMAMURA's (TSE:8227) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Buy Or Sell Opportunity • Mar 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to JP¥8,429. The fair value is estimated to be JP¥10,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 5.8%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.
Upcoming Dividend • Feb 12Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 19 February 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
分析記事 • Feb 04Some Confidence Is Lacking In SHIMAMURA Co., Ltd.'s (TSE:8227) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
お知らせ • Feb 03SHIMAMURA Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2025SHIMAMURA Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2025
分析記事 • Dec 27Earnings Update: SHIMAMURA Co., Ltd. (TSE:8227) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...
Reported Earnings • Dec 26Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: JP¥157 (down from JP¥165 in 3Q 2024). Revenue: JP¥167.6b (up 2.7% from 3Q 2024). Net income: JP¥11.5b (down 4.7% from 3Q 2024). Profit margin: 6.9% (down from 7.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 14SHIMAMURA's (TSE:8227) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Buy Or Sell Opportunity • Nov 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.1% to JP¥7,987. The fair value is estimated to be JP¥6,556, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.
分析記事 • Nov 12Should You Be Adding SHIMAMURA (TSE:8227) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Declared Dividend • Nov 01First half dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th February 2025 Payment date: 20th May 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 29SHIMAMURA Co., Ltd. to Report Q2, 2025 Results on Dec 23, 2024SHIMAMURA Co., Ltd. announced that they will report Q2, 2025 results on Dec 23, 2024
分析記事 • Oct 18There's Reason For Concern Over SHIMAMURA Co., Ltd.'s (TSE:8227) PriceIt's not a stretch to say that SHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 14.9x right now...
分析記事 • Oct 03Earnings Beat: SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...
Declared Dividend • Oct 02First half dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th February 2025 Payment date: 20th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥159 (up from JP¥149 in 2Q 2024). Revenue: JP¥166.5b (up 4.0% from 2Q 2024). Net income: JP¥11.7b (up 6.8% from 2Q 2024). Profit margin: 7.0% (up from 6.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 3.1% 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 increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 01Calculating The Intrinsic Value Of SHIMAMURA Co., Ltd. (TSE:8227)Key Insights The projected fair value for SHIMAMURA is JP¥8,746 based on 2 Stage Free Cash Flow to Equity SHIMAMURA's...
分析記事 • Aug 30SHIMAMURA (TSE:8227) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Aug 13Does SHIMAMURA (TSE:8227) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Upcoming Dividend • Aug 12Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.6%).
お知らせ • Jul 25SHIMAMURA Co., Ltd. to Report Q2, 2025 Results on Sep 30, 2024SHIMAMURA Co., Ltd. announced that they will report Q2, 2025 results on Sep 30, 2024
分析記事 • Jun 26SHIMAMURA Co., Ltd. (TSE:8227) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearSHIMAMURA Co., Ltd. ( TSE:8227 ) came out with its first-quarter results last week, and we wanted to see how the...
Reported Earnings • Jun 25First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥142 (up from JP¥136 in 1Q 2024). Revenue: JP¥164.8b (up 4.7% from 1Q 2024). Net income: JP¥10.4b (up 4.0% from 1Q 2024). Profit margin: 6.3% (down from 6.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 17SHIMAMURA Co., Ltd.'s (TSE:8227) Share Price Could Signal Some RiskWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...
Declared Dividend • Jun 06Final dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th August 2024 Payment date: 31st October 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 43% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.
分析記事 • May 30There's Been No Shortage Of Growth Recently For SHIMAMURA's (TSE:8227) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 • May 13Is There An Opportunity With SHIMAMURA Co., Ltd.'s (TSE:8227) 20% Undervaluation?Key Insights SHIMAMURA's estimated fair value is JP¥9,482 based on 2 Stage Free Cash Flow to Equity Current share price...
Buy Or Sell Opportunity • May 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.4% to JP¥7,674. The fair value is estimated to be JP¥9,597, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 2.9% per annum over the same time period.
お知らせ • Apr 22SHIMAMURA Co., Ltd. to Report Q1, 2025 Results on Jun 24, 2024SHIMAMURA Co., Ltd. announced that they will report Q1, 2025 results on Jun 24, 2024
分析記事 • Apr 04SHIMAMURA Co., Ltd. (TSE:8227) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a sad week for SHIMAMURA Co., Ltd. ( TSE:8227 ), who've watched their investment drop 10% to JP¥7,725 in the...
お知らせ • Apr 02SHIMAMURA Co., Ltd., Annual General Meeting, May 17, 2024SHIMAMURA Co., Ltd., Annual General Meeting, May 17, 2024.
Reported Earnings • Apr 02Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥1,091 (up from JP¥517 in FY 2023). Revenue: JP¥636.5b (up 3.1% from FY 2023). Net income: JP¥40.1b (up 5.4% from FY 2023). Profit margin: 6.3% (up from 6.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 01Pinning Down SHIMAMURA Co., Ltd.'s (TSE:8227) P/E Is Difficult Right NowIt's not a stretch to say that SHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 14.9x right now...
Upcoming Dividend • Feb 12Upcoming dividend of JP¥140 per share at 1.7% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 25% 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 • Feb 01SHIMAMURA Co., Ltd. to Report Q4, 2024 Results on Apr 01, 2024SHIMAMURA Co., Ltd. announced that they will report Q4, 2024 results on Apr 01, 2024
お知らせ • Dec 26Shimamura Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 20, 2024SHIMAMURA Co., Ltd. provided dividend guidance for the fiscal Year ending February 20, 2024. For the year-end, company expects dividend of JPY 140.00 per share compared to JPY 140.00 per share a year ago.
Reported Earnings • Dec 26Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥330 (up from JP¥302 in 3Q 2023). Revenue: JP¥163.2b (flat on 3Q 2023). Net income: JP¥12.1b (up 9.3% from 3Q 2023). Profit margin: 7.4% (up from 6.8% in 3Q 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to grow 2.4% 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 increased by 13% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Oct 05+ 1 more updateShimamura Co., Ltd. Declares Dividend for the Second Quarter-End of the Year Ended February 20, 2024, Payable on October 31, 2023SHIMAMURA Co., Ltd. announced dividend of JPY 130.00 per share for the second quarter-end of year ended February 20,2024 against JPY 120.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments is October 31, 2023.
Reported Earnings • Oct 05Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥297 (up from JP¥283 in 2Q 2023). Revenue: JP¥160.1b (up 5.1% from 2Q 2023). Net income: JP¥10.9b (up 5.0% from 2Q 2023). Profit margin: 6.8% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 10Upcoming dividend of JP¥130 per share at 1.8% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
お知らせ • Aug 08SHIMAMURA Co., Ltd. to Report Q2, 2024 Results on Oct 02, 2023SHIMAMURA Co., Ltd. announced that they will report Q2, 2024 results on Oct 02, 2023
Reported Earnings • Jun 27First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥273 (down from JP¥278 in 1Q 2023). Revenue: JP¥157.4b (up 5.2% from 1Q 2023). Net income: JP¥10.0b (down 1.8% from 1Q 2023). Profit margin: 6.4% (down from 6.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 04Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥1,035 (up from JP¥964 in FY 2022). Revenue: JP¥617.5b (up 5.6% from FY 2022). Net income: JP¥38.0b (up 7.3% from FY 2022). Profit margin: 6.2% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 10Upcoming dividend of JP¥130 per share at 2.0% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 16 May 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Jan 24SHIMAMURA Co., Ltd. to Report Fiscal Year 2023 Results on Apr 03, 2023SHIMAMURA Co., Ltd. announced that they will report fiscal year 2023 results on Apr 03, 2023
Buying Opportunity • Jan 04Now 21% undervaluedOver the last 90 days, the stock is up 8.5%. The fair value is estimated to be JP¥16,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is forecast to decline by 0.2% per annum over the same time period.
お知らせ • Dec 27+ 1 more updateSHIMAMURA Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 20, 2023SHIMAMURA Co., Ltd. provided consolidated earnings guidance for the year ending February 20, 2023. For the year, the company expects net sales to be JPY 606,608 million, operating profit to be JPY 52,058 million, ordinary profit to be JPY 52,998 million, profit attributable to owners of parent to be JPY 37,197 million and earnings per share to be JPY 1,012.16.
Reported Earnings • Dec 27Third quarter 2023 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2023 results: EPS: JP¥302 (up from JP¥258 in 3Q 2022). Revenue: JP¥162.9b (up 6.8% from 3Q 2022). Net income: JP¥11.1b (up 17% from 3Q 2022). Profit margin: 6.8% (up from 6.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (9 non-independent directors). External Director Hidezo Terai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Oct 25SHIMAMURA Co., Ltd. to Report Q3, 2023 Results on Dec 26, 2022SHIMAMURA Co., Ltd. announced that they will report Q3, 2023 results on Dec 26, 2022
Reported Earnings • Oct 05Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥283 (up from JP¥233 in 2Q 2022). Revenue: JP¥152.4b (up 7.1% from 2Q 2022). Net income: JP¥10.4b (up 22% from 2Q 2022). Profit margin: 6.8% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Revenue is forecast to stay flat 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 40% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 11Upcoming dividend of JP¥120 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
お知らせ • Aug 02SHIMAMURA Co., Ltd. to Report Q2, 2023 Results on Oct 03, 2022SHIMAMURA Co., Ltd. announced that they will report Q2, 2023 results on Oct 03, 2022
お知らせ • Jun 29+ 2 more updatesSHIMAMURA Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 20, 2022 and Full Year Ending February 20, 2023SHIMAMURA Co., Ltd. provided consolidated earnings guidance for the Six months ending August 20, 2022 and Full year ending February 20, 2023. For the Six months, the company expected net sales of JPY 296,385 million, operating profit of JPY 25,598 million, profit attributable to owners of parent of JPY 18,263 million or JPY 496.95 per share.For the Full year, the company expected net sales of JPY 606,608 million, operating profit of JPY 52,058 million, profit attributable to owners of parent of JPY 37,197 million or JPY 1,012.16 per share.
Reported Earnings • Jun 29First quarter 2023 earnings: EPS exceeds analyst expectationsFirst quarter 2023 results: EPS: JP¥278 (up from JP¥242 in 1Q 2022). Revenue: JP¥149.7b (up 4.8% from 1Q 2022). Net income: JP¥10.2b (up 15% from 1Q 2022). Profit margin: 6.8% (up from 6.2% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 2.1%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidezo Terai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 20SHIMAMURA Co., Ltd. to Report Q1, 2023 Results on Jun 27, 2022SHIMAMURA Co., Ltd. announced that they will report Q1, 2023 results on Jun 27, 2022
お知らせ • Apr 06+ 2 more updatesShimamura Co., Ltd. Provides Dividend Guidance for the Second Quarter of 2023SHIMAMURA Co., Ltd. provided dividend guidance for the second quarter of 2023. For the period, the company expects dividend of JPY 120.00 against JPY 110.00 a year ago.