Matsuya（8237）株式概要株式会社松屋は銀座と浅草で百貨店を経営している。 詳細8237 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績1/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より73.9%で取引されている リスク分析多額の負債を抱えている JP市場と比較した過去 3 か月間の株価の変動財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る8237 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.41k60.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4b93b2016201920222025202620282031Revenue JP¥33.1bEarnings JP¥1.6bAdvancedSet Fair ValueView all narrativesMatsuya Co., Ltd. 競合他社Kintetsu Department StoreSymbol: TSE:8244Market cap: JP¥69.4bBellunaSymbol: TSE:9997Market cap: JP¥88.6bAeon KyushuSymbol: TSE:2653Market cap: JP¥96.9bCan DoSymbol: TSE:2698Market cap: JP¥52.5b価格と性能株価の高値、安値、推移の概要Matsuya過去の株価現在の株価JP¥1,410.0052週高値JP¥2,925.0052週安値JP¥967.00ベータ0.391ヶ月の変化-21.45%3ヶ月変化-46.69%1年変化28.42%3年間の変化25.56%5年間の変化50.16%IPOからの変化50.00%最新ニュース分析記事 • Apr 21Matsuya's (TSE:8237) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Matsuya Co., Ltd. ( TSE:8237 ) was disappointing to investors, with a sluggish...Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,851, the stock trades at a trailing P/E ratio of 42.8x. Average trailing P/E is 18x in the Multiline Retail industry in Japan. Total returns to shareholders of 59% over the past three years.Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥41.93 (vs JP¥44.92 in FY 2025)Full year 2026 results: EPS: JP¥41.93 (down from JP¥44.92 in FY 2025). Revenue: JP¥45.7b (down 5.0% from FY 2025). Net income: JP¥2.19b (down 8.0% from FY 2025). Profit margin: 4.8% (down from 5.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • Apr 14Matsuya Co., Ltd., Annual General Meeting, May 28, 2026Matsuya Co., Ltd., Annual General Meeting, May 28, 2026.お知らせ • Apr 07Matsuya Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Matsuya Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin).最新情報をもっと見るRecent updates分析記事 • Apr 21Matsuya's (TSE:8237) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Matsuya Co., Ltd. ( TSE:8237 ) was disappointing to investors, with a sluggish...Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,851, the stock trades at a trailing P/E ratio of 42.8x. Average trailing P/E is 18x in the Multiline Retail industry in Japan. Total returns to shareholders of 59% over the past three years.Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥41.93 (vs JP¥44.92 in FY 2025)Full year 2026 results: EPS: JP¥41.93 (down from JP¥44.92 in FY 2025). Revenue: JP¥45.7b (down 5.0% from FY 2025). Net income: JP¥2.19b (down 8.0% from FY 2025). Profit margin: 4.8% (down from 5.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • Apr 14Matsuya Co., Ltd., Annual General Meeting, May 28, 2026Matsuya Co., Ltd., Annual General Meeting, May 28, 2026.お知らせ • Apr 07Matsuya Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Matsuya Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin).Upcoming Dividend • Feb 19Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 14 May 2026. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.3%).分析記事 • Feb 05Getting In Cheap On Matsuya Co., Ltd. (TSE:8237) Is UnlikelyWhen close to half the companies in the Multiline Retail industry in Japan have price-to-sales ratios (or "P/S") below...Reported Earnings • Jan 09Third quarter 2026 earnings released: EPS: JP¥15.41 (vs JP¥5.73 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.41 (up from JP¥5.73 in 3Q 2025). Revenue: JP¥11.3b (down 5.2% from 3Q 2025). Net income: JP¥805.0m (up 165% from 3Q 2025). Profit margin: 7.1% (up from 2.5% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Declared Dividend • Nov 18First half dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 26th February 2026 Payment date: 14th May 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.2%.New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).お知らせ • Oct 20Matsuya Co., Ltd. to Report Q3, 2026 Results on Jan 08, 2026Matsuya Co., Ltd. announced that they will report Q3, 2026 results on Jan 08, 2026Reported Earnings • Oct 10Second quarter 2026 earnings released: JP¥8.46 loss per share (vs JP¥19.68 profit in 2Q 2025)Second quarter 2026 results: JP¥8.46 loss per share (down from JP¥19.68 profit in 2Q 2025). Revenue: JP¥11.1b (down 11% from 2Q 2025). Net loss: JP¥449.0m (down 143% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Oct 09Matsuya Co., Ltd. (TSE:8237) announces an Equity Buyback for 2,400,000 shares, representing 4.52% for ¥4,000 million.Matsuya Co., Ltd. (TSE:8237) announces a share repurchase program. Under the program, the company will repurchase up to 2,400,000 shares, representing 4.52% of its issued share capital (excluding treasury stock), for ¥4,000 million. The purpose of the program is improving capital efficiency and implementing flexible shareholder returns. The program will run until April 30, 2026. As of September 30, 2025, the company had 53,126,505 shares in issue (excluding treasury stock) and 163,135 shares in treasury.分析記事 • Sep 02Why Investors Shouldn't Be Surprised By Matsuya Co., Ltd.'s (TSE:8237) P/EWith a price-to-earnings (or "P/E") ratio of 37x Matsuya Co., Ltd. ( TSE:8237 ) may be sending very bearish signals at...Upcoming Dividend • Aug 21Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 18 November 2025. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.2%).お知らせ • Jul 18Matsuya Co., Ltd. to Report Q2, 2026 Results on Oct 09, 2025Matsuya Co., Ltd. announced that they will report Q2, 2026 results on Oct 09, 2025Reported Earnings • Jul 12First quarter 2026 earnings released: EPS: JP¥4.52 (vs JP¥13.65 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.52 (down from JP¥13.65 in 1Q 2025). Revenue: JP¥11.4b (down 2.7% from 1Q 2025). Net income: JP¥240.0m (down 67% from 1Q 2025). Profit margin: 2.1% (down from 6.2% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Declared Dividend • Jun 18Final dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 28th August 2025 Payment date: 18th November 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 2 years, which should provide support to the dividend and adequate earnings cover.New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).Reported Earnings • Jun 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥44.92 (down from JP¥49.59 in FY 2024). Revenue: JP¥48.1b (up 17% from FY 2024). Net income: JP¥2.38b (down 9.4% from FY 2024). Profit margin: 5.0% (down from 6.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Multiline 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 3% per year, which means it is well ahead of earnings.分析記事 • May 22Market Participants Recognise Matsuya Co., Ltd.'s (TSE:8237) Earnings Pushing Shares 25% HigherMatsuya Co., Ltd. ( TSE:8237 ) shareholders would be excited to see that the share price has had a great month, posting...Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,108, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Multiline Retail industry in Japan. Total returns to shareholders of 46% over the past three years.お知らせ • Apr 23Matsuya Co., Ltd. to Report Q1, 2026 Results on Jul 10, 2025Matsuya Co., Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025お知らせ • Apr 16Matsuya Co., Ltd. Announces Dividend for the Full Fiscal Year Ended February 28, 2025, Payable on May 14, 2025; Provides Dividend Guidance for Second Quarter-End Ending February 28, 2026Matsuya Co., Ltd. announced dividend for the full fiscal year ended February 28, 2025, Payable on May 14, 2025. For the fiscal year end, the company reported dividend of JPY 9.00 per share against JPY 7.50 per share from a year ago. The company provided dividend guidance for second quarter end ending February 28, 2026. For the second quarter ending February 28, 2026, the company expected dividend guidance of JPY 6.00 per share against JPY 3.00 per share from a year ago.New Risk • Apr 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.お知らせ • Apr 15+ 1 more updateMatsuya Co., Ltd. Provides Dividend Guidance for Fiscal Year Ending February 28, 2026Matsuya Co., Ltd. provided dividend guidance for Fiscal Year Ending February 28, 2026. For the period, the company expected dividend JPY 6.00 against JPY 9.00 from a year ago.Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥44.92 (down from JP¥49.59 in FY 2024). Revenue: JP¥48.1b (up 17% from FY 2024). Net income: JP¥2.38b (down 9.4% from FY 2024). Profit margin: 5.0% (down from 6.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Multiline 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.お知らせ • Apr 14Matsuya Co., Ltd., Annual General Meeting, May 29, 2025Matsuya Co., Ltd., Annual General Meeting, May 29, 2025.分析記事 • Apr 07Market Participants Recognise Matsuya Co., Ltd.'s (TSE:8237) EarningsWith a price-to-earnings (or "P/E") ratio of 18.6x Matsuya Co., Ltd. ( TSE:8237 ) may be sending very bearish signals...Upcoming Dividend • Feb 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.4%).お知らせ • Jan 29Matsuya Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025Matsuya Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025Buy Or Sell Opportunity • Jan 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥1,020. The fair value is estimated to be JP¥841, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.3% in a year. Earnings are forecast to grow by 22% in the next year.Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥5.73 (vs JP¥17.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥5.73 (down from JP¥17.87 in 3Q 2024). Revenue: JP¥12.0b (up 13% from 3Q 2024). Net income: JP¥304.0m (down 68% from 3Q 2024). Profit margin: 2.5% (down from 8.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.お知らせ • Oct 21Matsuya Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Matsuya Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025Upcoming Dividend • Aug 22Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 18 November 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).分析記事 • Aug 15Matsuya Co., Ltd.'s (TSE:8237) Popularity With Investors Under Threat As Stock Sinks 30%Matsuya Co., Ltd. ( TSE:8237 ) shares have had a horrible month, losing 30% after a relatively good period beforehand...New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (7.0% net profit margin).Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥922, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 17x in the Multiline Retail industry in Japan. Total returns to shareholders of 8.0% over the past three years.お知らせ • Jul 16Matsuya Co., Ltd. to Report Q2, 2025 Results on Oct 10, 2024Matsuya Co., Ltd. announced that they will report Q2, 2025 results on Oct 10, 2024Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥13.65 (vs JP¥5.94 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.65 (up from JP¥5.94 in 1Q 2024). Revenue: JP¥11.7b (up 24% from 1Q 2024). Net income: JP¥724.0m (up 130% from 1Q 2024). Profit margin: 6.2% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 01Matsuya Co., Ltd.'s (TSE:8237) Shareholders Might Be Looking For ExitWith a price-to-earnings (or "P/E") ratio of 24x Matsuya Co., Ltd. ( TSE:8237 ) may be sending very bearish signals at...お知らせ • Apr 27Matsuya Co., Ltd. to Report Q1, 2025 Results on Jul 12, 2024Matsuya Co., Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024お知らせ • Apr 13Matsuya Co., Ltd., Annual General Meeting, May 23, 2024Matsuya Co., Ltd., Annual General Meeting, May 23, 2024.Reported Earnings • Apr 12Full year 2024 earnings released: EPS: JP¥49.59 (vs JP¥82.61 in FY 2023)Full year 2024 results: EPS: JP¥49.59 (down from JP¥82.61 in FY 2023). Revenue: JP¥41.3b (up 20% from FY 2023). Net income: JP¥2.63b (down 40% from FY 2023). Profit margin: 6.4% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 76% 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 • Feb 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 10 May 2024. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.2%).お知らせ • Jan 31Matsuya Co., Ltd. to Report Fiscal Year 2024 Results on Apr 11, 2024Matsuya Co., Ltd. announced that they will report fiscal year 2024 results on Apr 11, 2024New Risk • Jan 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Earnings are forecast to decline by an average of 2.9% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (5.6% net profit margin).Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥17.87 (vs JP¥6.47 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.87 (up from JP¥6.47 in 3Q 2023). Revenue: JP¥10.6b (up 15% from 3Q 2023). Net income: JP¥948.0m (up 176% from 3Q 2023). Profit margin: 8.9% (up from 3.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 25Matsuya Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024Matsuya Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024Reported Earnings • Oct 13Second quarter 2024 earnings released: EPS: JP¥14.46 (vs JP¥78.97 in 2Q 2023)Second quarter 2024 results: EPS: JP¥14.46 (down from JP¥78.97 in 2Q 2023). Revenue: JP¥10.0b (up 32% from 2Q 2023). Net income: JP¥767.0m (down 82% from 2Q 2023). Profit margin: 7.6% (down from 55% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26Matsuya Co., Ltd. to Report Q2, 2024 Results on Oct 12, 2023Matsuya Co., Ltd. announced that they will report Q2, 2024 results on Oct 12, 2023New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 40% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.New Risk • Jun 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 34% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥82.61 (vs JP¥18.85 in FY 2022)Full year 2023 results: EPS: JP¥82.61 (up from JP¥18.85 in FY 2022). Revenue: JP¥34.4b (down 47% from FY 2022). Net income: JP¥4.38b (up 338% from FY 2022). Profit margin: 13% (up from 1.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥82.61 (vs JP¥18.85 in FY 2022)Full year 2023 results: EPS: JP¥82.61 (up from JP¥18.85 in FY 2022). Revenue: JP¥34.4b (down 47% from FY 2022). Net income: JP¥4.38b (up 338% from FY 2022). Profit margin: 13% (up from 1.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 31Matsuya Co., Ltd. to Report Fiscal Year 2023 Results on Apr 13, 2023Matsuya Co., Ltd. announced that they will report fiscal year 2023 results on Apr 13, 2023Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,162, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 13x in the Multiline Retail industry in Japan. Total returns to shareholders of 61% over the past three years.Reported Earnings • Jan 13Third quarter 2023 earnings released: EPS: JP¥6.47 (vs JP¥7.07 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥6.47 (up from JP¥7.07 loss in 3Q 2022). Revenue: JP¥9.22b (down 46% from 3Q 2022). Net income: JP¥343.0m (up JP¥718.0m from 3Q 2022). Profit margin: 3.7% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Katsumasa Furuya was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 29Matsuya Co., Ltd. to Report Q3, 2023 Results on Jan 12, 2023Matsuya Co., Ltd. announced that they will report Q3, 2023 results on Jan 12, 2023Reported Earnings • Oct 15Second quarter 2023 earnings released: EPS: JP¥78.97 (vs JP¥18.39 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥78.97 (up from JP¥18.39 loss in 2Q 2022). Revenue: JP¥7.62b (down 47% from 2Q 2022). Net income: JP¥4.19b (up JP¥5.17b from 2Q 2022). Profit margin: 55% (up from net loss in 2Q 2022). 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 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,036, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 16x in the Multiline Retail industry in Japan. Total returns to shareholders of 24% over the past three years.お知らせ • Jul 31Matsuya Co., Ltd. to Report Q2, 2023 Results on Oct 13, 2022Matsuya Co., Ltd. announced that they will report Q2, 2023 results on Oct 13, 2022Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥926, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 14x in the Multiline Retail industry in Japan. Total returns to shareholders of 17% over the past three years.お知らせ • Jul 15Matsuya Co., Ltd. (TSE:8237) acquired Daishodo Co., Ltd.Matsuya Co., Ltd. (TSE:8237) acquired Daishodo Co., Ltd. on July 15, 2022. Matsuya Co., Ltd. (TSE:8237) completed the acquisition of Daishodo Co., Ltd. on July 15, 2022.Reported Earnings • Jul 15First quarter 2023 earnings released: JP¥6.73 loss per share (vs JP¥10.50 loss in 1Q 2022)First quarter 2023 results: JP¥6.73 loss per share (up from JP¥10.50 loss in 1Q 2022). Revenue: JP¥7.88b (down 46% from 1Q 2022). Net loss: JP¥357.0m (loss narrowed 36% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥981, the stock trades at a trailing P/E ratio of 52.1x. Average trailing P/E is 13x in the Multiline Retail industry in Japan. Total returns to shareholders of 12% over the past three years.Reported Earnings • Jun 02Full year 2022 earnings released: EPS: JP¥18.85 (vs JP¥83.21 loss in FY 2021)Full year 2022 results: EPS: JP¥18.85 (up from JP¥83.21 loss in FY 2021). Revenue: JP¥65.0b (up 23% from FY 2021). Net income: JP¥1.00b (up JP¥5.42b from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has remained flat, which means it is well ahead of earnings.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. 8 experienced directors. 4 highly experienced directors. No independent directors (9 non-independent directors). External Auditor Takashi Ito 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 16Matsuya Co., Ltd., Annual General Meeting, May 26, 2022Matsuya Co., Ltd., Annual General Meeting, May 26, 2022.Reported Earnings • Apr 15Full year 2022 earnings released: EPS: JP¥18.85 (vs JP¥83.21 loss in FY 2021)Full year 2022 results: EPS: JP¥18.85 (up from JP¥83.21 loss in FY 2021). Revenue: JP¥65.0b (up 23% from FY 2021). Net income: JP¥1.00b (up JP¥5.42b from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jan 30Matsuya Co., Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022Matsuya Co., Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022Reported Earnings • Jan 14Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: JP¥7.07 loss per share (up from JP¥17.91 loss in 3Q 2021). Revenue: JP¥17.2b (up 7.5% from 3Q 2021). Net loss: JP¥375.0m (loss narrowed 61% from 3Q 2021). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 26%. Earnings per share (EPS) missed analyst estimates by 26%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Reported Earnings • Oct 15Second quarter 2022 earnings released: JP¥18.39 loss per share (vs JP¥33.17 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥14.3b (up 5.2% from 2Q 2021). Net loss: JP¥976.0m (loss narrowed 45% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 15First quarter 2022 earnings released: JP¥10.50 loss per share (vs JP¥51.21 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥14.5b (up 108% from 1Q 2021). Net loss: JP¥557.0m (loss narrowed 80% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 02Full year 2021 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥52.7b (down 41% from FY 2020). Net loss: JP¥4.42b (down JP¥5.27b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 16Full year 2021 earnings released: JP¥83.21 loss per share (vs JP¥16.16 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥52.7b (down 41% from FY 2020). Net loss: JP¥4.42b (down JP¥5.27b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 17New 90-day high: JP¥976The company is up 34% from its price of JP¥730 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is up 10.0% over the same period.お知らせ • Jan 31Matsuya Co., Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021Matsuya Co., Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021Is New 90 Day High Low • Jan 25New 90-day high: JP¥828The company is up 19% from its price of JP¥696 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is flat over the same period.Analyst Estimate Surprise Post Earnings • Jan 19Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 6.6% growth forecast for the Multiline Retail industry in Japan.Analyst Estimate Surprise Post Earnings • Jan 16Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 6.6% growth forecast for the Multiline Retail industry in Japan.Reported Earnings • Jan 15Third quarter 2021 earnings released: JP¥17.91 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥16.0b (down 28% from 3Q 2020). Net loss: JP¥951.0m (down JP¥1.07b from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 97% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Aug 09Matsuya Co., Ltd. to Report Q2, 2021 Results on Oct 15, 2020Matsuya Co., Ltd. announced that they will report Q2, 2021 results on Oct 15, 2020株主還元8237JP Multiline RetailJP 市場7D-7.5%1.1%1.2%1Y28.4%15.7%42.1%株主還元を見る業界別リターン: 8237過去 1 年間で15.7 % の収益を上げたJP Multiline Retail業界を上回りました。リターン対市場: 8237は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 8237's price volatile compared to industry and market?8237 volatility8237 Average Weekly Movement9.1%Multiline Retail Industry Average Movement4.1%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 8237の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 8237の weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1869862Takehiko Furuyawww.matsuya.com株式会社松屋は銀座と浅草に百貨店を運営・所有している。同社の百貨店は、衣料品、バッグ、靴、財布、革小物、アクセサリーなどの婦人・紳士ファッション商品、ファッション・ジュエリー、メイクアップ、スキンケア、ボディケア、ヘアケア、フレグランスなどのビューティー商品、ギフト、育児用品、入浴用品、玩具などのキッズ・ベビー商品、キッチン、ダイニング、装飾小物、ホームフレグランス、寝室バスルーム、文房具、アクセサリーなどのホームウェア商品を提供している。また、食品や飲料、芸術品も提供している。さらに、レストランも運営している。株式会社松屋は1869年に設立され、東京に本社を置く。もっと見るMatsuya Co., Ltd. 基礎のまとめMatsuya の収益と売上を時価総額と比較するとどうか。8237 基礎統計学時価総額JP¥71.54b収益（TTM）JP¥2.19b売上高(TTM)JP¥45.71b32.6xPER（株価収益率1.6xP/Sレシオ8237 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8237 損益計算書（TTM）収益JP¥45.71b売上原価JP¥20.90b売上総利益JP¥24.81bその他の費用JP¥22.62b収益JP¥2.19b直近の収益報告Feb 28, 2026次回決算日Jul 14, 2026一株当たり利益（EPS）43.20グロス・マージン54.28%純利益率4.80%有利子負債／自己資本比率82.6%8237 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.9%現在の配当利回り29%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 09:25終値2026/05/22 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Matsuya Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Akira MinagawaMarusan Securities Co. Ltd.Makoto MurayamaNomura Securities Co. Ltd.
分析記事 • Apr 21Matsuya's (TSE:8237) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Matsuya Co., Ltd. ( TSE:8237 ) was disappointing to investors, with a sluggish...
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,851, the stock trades at a trailing P/E ratio of 42.8x. Average trailing P/E is 18x in the Multiline Retail industry in Japan. Total returns to shareholders of 59% over the past three years.
Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥41.93 (vs JP¥44.92 in FY 2025)Full year 2026 results: EPS: JP¥41.93 (down from JP¥44.92 in FY 2025). Revenue: JP¥45.7b (down 5.0% from FY 2025). Net income: JP¥2.19b (down 8.0% from FY 2025). Profit margin: 4.8% (down from 5.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • Apr 14Matsuya Co., Ltd., Annual General Meeting, May 28, 2026Matsuya Co., Ltd., Annual General Meeting, May 28, 2026.
お知らせ • Apr 07Matsuya Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Matsuya Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin).
分析記事 • Apr 21Matsuya's (TSE:8237) Weak Earnings May Only Reveal A Part Of The Whole PictureLast week's earnings announcement from Matsuya Co., Ltd. ( TSE:8237 ) was disappointing to investors, with a sluggish...
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,851, the stock trades at a trailing P/E ratio of 42.8x. Average trailing P/E is 18x in the Multiline Retail industry in Japan. Total returns to shareholders of 59% over the past three years.
Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥41.93 (vs JP¥44.92 in FY 2025)Full year 2026 results: EPS: JP¥41.93 (down from JP¥44.92 in FY 2025). Revenue: JP¥45.7b (down 5.0% from FY 2025). Net income: JP¥2.19b (down 8.0% from FY 2025). Profit margin: 4.8% (down from 5.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • Apr 14Matsuya Co., Ltd., Annual General Meeting, May 28, 2026Matsuya Co., Ltd., Annual General Meeting, May 28, 2026.
お知らせ • Apr 07Matsuya Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Matsuya Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin).
Upcoming Dividend • Feb 19Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 14 May 2026. Payout ratio is on the higher end at 87% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.3%).
分析記事 • Feb 05Getting In Cheap On Matsuya Co., Ltd. (TSE:8237) Is UnlikelyWhen close to half the companies in the Multiline Retail industry in Japan have price-to-sales ratios (or "P/S") below...
Reported Earnings • Jan 09Third quarter 2026 earnings released: EPS: JP¥15.41 (vs JP¥5.73 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.41 (up from JP¥5.73 in 3Q 2025). Revenue: JP¥11.3b (down 5.2% from 3Q 2025). Net income: JP¥805.0m (up 165% from 3Q 2025). Profit margin: 7.1% (up from 2.5% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Declared Dividend • Nov 18First half dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 26th February 2026 Payment date: 14th May 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.2%.
New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).
お知らせ • Oct 20Matsuya Co., Ltd. to Report Q3, 2026 Results on Jan 08, 2026Matsuya Co., Ltd. announced that they will report Q3, 2026 results on Jan 08, 2026
Reported Earnings • Oct 10Second quarter 2026 earnings released: JP¥8.46 loss per share (vs JP¥19.68 profit in 2Q 2025)Second quarter 2026 results: JP¥8.46 loss per share (down from JP¥19.68 profit in 2Q 2025). Revenue: JP¥11.1b (down 11% from 2Q 2025). Net loss: JP¥449.0m (down 143% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Oct 09Matsuya Co., Ltd. (TSE:8237) announces an Equity Buyback for 2,400,000 shares, representing 4.52% for ¥4,000 million.Matsuya Co., Ltd. (TSE:8237) announces a share repurchase program. Under the program, the company will repurchase up to 2,400,000 shares, representing 4.52% of its issued share capital (excluding treasury stock), for ¥4,000 million. The purpose of the program is improving capital efficiency and implementing flexible shareholder returns. The program will run until April 30, 2026. As of September 30, 2025, the company had 53,126,505 shares in issue (excluding treasury stock) and 163,135 shares in treasury.
分析記事 • Sep 02Why Investors Shouldn't Be Surprised By Matsuya Co., Ltd.'s (TSE:8237) P/EWith a price-to-earnings (or "P/E") ratio of 37x Matsuya Co., Ltd. ( TSE:8237 ) may be sending very bearish signals at...
Upcoming Dividend • Aug 21Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 18 November 2025. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.2%).
お知らせ • Jul 18Matsuya Co., Ltd. to Report Q2, 2026 Results on Oct 09, 2025Matsuya Co., Ltd. announced that they will report Q2, 2026 results on Oct 09, 2025
Reported Earnings • Jul 12First quarter 2026 earnings released: EPS: JP¥4.52 (vs JP¥13.65 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.52 (down from JP¥13.65 in 1Q 2025). Revenue: JP¥11.4b (down 2.7% from 1Q 2025). Net income: JP¥240.0m (down 67% from 1Q 2025). Profit margin: 2.1% (down from 6.2% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Declared Dividend • Jun 18Final dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 28th August 2025 Payment date: 18th November 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change).
Reported Earnings • Jun 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥44.92 (down from JP¥49.59 in FY 2024). Revenue: JP¥48.1b (up 17% from FY 2024). Net income: JP¥2.38b (down 9.4% from FY 2024). Profit margin: 5.0% (down from 6.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Multiline 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 3% per year, which means it is well ahead of earnings.
分析記事 • May 22Market Participants Recognise Matsuya Co., Ltd.'s (TSE:8237) Earnings Pushing Shares 25% HigherMatsuya Co., Ltd. ( TSE:8237 ) shareholders would be excited to see that the share price has had a great month, posting...
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,108, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Multiline Retail industry in Japan. Total returns to shareholders of 46% over the past three years.
お知らせ • Apr 23Matsuya Co., Ltd. to Report Q1, 2026 Results on Jul 10, 2025Matsuya Co., Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025
お知らせ • Apr 16Matsuya Co., Ltd. Announces Dividend for the Full Fiscal Year Ended February 28, 2025, Payable on May 14, 2025; Provides Dividend Guidance for Second Quarter-End Ending February 28, 2026Matsuya Co., Ltd. announced dividend for the full fiscal year ended February 28, 2025, Payable on May 14, 2025. For the fiscal year end, the company reported dividend of JPY 9.00 per share against JPY 7.50 per share from a year ago. The company provided dividend guidance for second quarter end ending February 28, 2026. For the second quarter ending February 28, 2026, the company expected dividend guidance of JPY 6.00 per share against JPY 3.00 per share from a year ago.
New Risk • Apr 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
お知らせ • Apr 15+ 1 more updateMatsuya Co., Ltd. Provides Dividend Guidance for Fiscal Year Ending February 28, 2026Matsuya Co., Ltd. provided dividend guidance for Fiscal Year Ending February 28, 2026. For the period, the company expected dividend JPY 6.00 against JPY 9.00 from a year ago.
Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥44.92 (down from JP¥49.59 in FY 2024). Revenue: JP¥48.1b (up 17% from FY 2024). Net income: JP¥2.38b (down 9.4% from FY 2024). Profit margin: 5.0% (down from 6.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Multiline 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.
お知らせ • Apr 14Matsuya Co., Ltd., Annual General Meeting, May 29, 2025Matsuya Co., Ltd., Annual General Meeting, May 29, 2025.
分析記事 • Apr 07Market Participants Recognise Matsuya Co., Ltd.'s (TSE:8237) EarningsWith a price-to-earnings (or "P/E") ratio of 18.6x Matsuya Co., Ltd. ( TSE:8237 ) may be sending very bearish signals...
Upcoming Dividend • Feb 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.4%).
お知らせ • Jan 29Matsuya Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025Matsuya Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025
Buy Or Sell Opportunity • Jan 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥1,020. The fair value is estimated to be JP¥841, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.3% in a year. Earnings are forecast to grow by 22% in the next year.
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥5.73 (vs JP¥17.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥5.73 (down from JP¥17.87 in 3Q 2024). Revenue: JP¥12.0b (up 13% from 3Q 2024). Net income: JP¥304.0m (down 68% from 3Q 2024). Profit margin: 2.5% (down from 8.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Oct 21Matsuya Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Matsuya Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025
Upcoming Dividend • Aug 22Upcoming dividend of JP¥3.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 18 November 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
分析記事 • Aug 15Matsuya Co., Ltd.'s (TSE:8237) Popularity With Investors Under Threat As Stock Sinks 30%Matsuya Co., Ltd. ( TSE:8237 ) shares have had a horrible month, losing 30% after a relatively good period beforehand...
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (7.0% net profit margin).
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥922, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 17x in the Multiline Retail industry in Japan. Total returns to shareholders of 8.0% over the past three years.
お知らせ • Jul 16Matsuya Co., Ltd. to Report Q2, 2025 Results on Oct 10, 2024Matsuya Co., Ltd. announced that they will report Q2, 2025 results on Oct 10, 2024
Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥13.65 (vs JP¥5.94 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.65 (up from JP¥5.94 in 1Q 2024). Revenue: JP¥11.7b (up 24% from 1Q 2024). Net income: JP¥724.0m (up 130% from 1Q 2024). Profit margin: 6.2% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 01Matsuya Co., Ltd.'s (TSE:8237) Shareholders Might Be Looking For ExitWith a price-to-earnings (or "P/E") ratio of 24x Matsuya Co., Ltd. ( TSE:8237 ) may be sending very bearish signals at...
お知らせ • Apr 27Matsuya Co., Ltd. to Report Q1, 2025 Results on Jul 12, 2024Matsuya Co., Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024
お知らせ • Apr 13Matsuya Co., Ltd., Annual General Meeting, May 23, 2024Matsuya Co., Ltd., Annual General Meeting, May 23, 2024.
Reported Earnings • Apr 12Full year 2024 earnings released: EPS: JP¥49.59 (vs JP¥82.61 in FY 2023)Full year 2024 results: EPS: JP¥49.59 (down from JP¥82.61 in FY 2023). Revenue: JP¥41.3b (up 20% from FY 2023). Net income: JP¥2.63b (down 40% from FY 2023). Profit margin: 6.4% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 76% 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 • Feb 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 10 May 2024. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.2%).
お知らせ • Jan 31Matsuya Co., Ltd. to Report Fiscal Year 2024 Results on Apr 11, 2024Matsuya Co., Ltd. announced that they will report fiscal year 2024 results on Apr 11, 2024
New Risk • Jan 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Earnings are forecast to decline by an average of 2.9% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (5.6% net profit margin).
Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥17.87 (vs JP¥6.47 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.87 (up from JP¥6.47 in 3Q 2023). Revenue: JP¥10.6b (up 15% from 3Q 2023). Net income: JP¥948.0m (up 176% from 3Q 2023). Profit margin: 8.9% (up from 3.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 25Matsuya Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024Matsuya Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024
Reported Earnings • Oct 13Second quarter 2024 earnings released: EPS: JP¥14.46 (vs JP¥78.97 in 2Q 2023)Second quarter 2024 results: EPS: JP¥14.46 (down from JP¥78.97 in 2Q 2023). Revenue: JP¥10.0b (up 32% from 2Q 2023). Net income: JP¥767.0m (down 82% from 2Q 2023). Profit margin: 7.6% (down from 55% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26Matsuya Co., Ltd. to Report Q2, 2024 Results on Oct 12, 2023Matsuya Co., Ltd. announced that they will report Q2, 2024 results on Oct 12, 2023
New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 40% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.
New Risk • Jun 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 34% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥82.61 (vs JP¥18.85 in FY 2022)Full year 2023 results: EPS: JP¥82.61 (up from JP¥18.85 in FY 2022). Revenue: JP¥34.4b (down 47% from FY 2022). Net income: JP¥4.38b (up 338% from FY 2022). Profit margin: 13% (up from 1.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥82.61 (vs JP¥18.85 in FY 2022)Full year 2023 results: EPS: JP¥82.61 (up from JP¥18.85 in FY 2022). Revenue: JP¥34.4b (down 47% from FY 2022). Net income: JP¥4.38b (up 338% from FY 2022). Profit margin: 13% (up from 1.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 31Matsuya Co., Ltd. to Report Fiscal Year 2023 Results on Apr 13, 2023Matsuya Co., Ltd. announced that they will report fiscal year 2023 results on Apr 13, 2023
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,162, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 13x in the Multiline Retail industry in Japan. Total returns to shareholders of 61% over the past three years.
Reported Earnings • Jan 13Third quarter 2023 earnings released: EPS: JP¥6.47 (vs JP¥7.07 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥6.47 (up from JP¥7.07 loss in 3Q 2022). Revenue: JP¥9.22b (down 46% from 3Q 2022). Net income: JP¥343.0m (up JP¥718.0m from 3Q 2022). Profit margin: 3.7% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Katsumasa Furuya was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 29Matsuya Co., Ltd. to Report Q3, 2023 Results on Jan 12, 2023Matsuya Co., Ltd. announced that they will report Q3, 2023 results on Jan 12, 2023
Reported Earnings • Oct 15Second quarter 2023 earnings released: EPS: JP¥78.97 (vs JP¥18.39 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥78.97 (up from JP¥18.39 loss in 2Q 2022). Revenue: JP¥7.62b (down 47% from 2Q 2022). Net income: JP¥4.19b (up JP¥5.17b from 2Q 2022). Profit margin: 55% (up from net loss in 2Q 2022). 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 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,036, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 16x in the Multiline Retail industry in Japan. Total returns to shareholders of 24% over the past three years.
お知らせ • Jul 31Matsuya Co., Ltd. to Report Q2, 2023 Results on Oct 13, 2022Matsuya Co., Ltd. announced that they will report Q2, 2023 results on Oct 13, 2022
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥926, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 14x in the Multiline Retail industry in Japan. Total returns to shareholders of 17% over the past three years.
お知らせ • Jul 15Matsuya Co., Ltd. (TSE:8237) acquired Daishodo Co., Ltd.Matsuya Co., Ltd. (TSE:8237) acquired Daishodo Co., Ltd. on July 15, 2022. Matsuya Co., Ltd. (TSE:8237) completed the acquisition of Daishodo Co., Ltd. on July 15, 2022.
Reported Earnings • Jul 15First quarter 2023 earnings released: JP¥6.73 loss per share (vs JP¥10.50 loss in 1Q 2022)First quarter 2023 results: JP¥6.73 loss per share (up from JP¥10.50 loss in 1Q 2022). Revenue: JP¥7.88b (down 46% from 1Q 2022). Net loss: JP¥357.0m (loss narrowed 36% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥981, the stock trades at a trailing P/E ratio of 52.1x. Average trailing P/E is 13x in the Multiline Retail industry in Japan. Total returns to shareholders of 12% over the past three years.
Reported Earnings • Jun 02Full year 2022 earnings released: EPS: JP¥18.85 (vs JP¥83.21 loss in FY 2021)Full year 2022 results: EPS: JP¥18.85 (up from JP¥83.21 loss in FY 2021). Revenue: JP¥65.0b (up 23% from FY 2021). Net income: JP¥1.00b (up JP¥5.42b from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
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. 8 experienced directors. 4 highly experienced directors. No independent directors (9 non-independent directors). External Auditor Takashi Ito 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 16Matsuya Co., Ltd., Annual General Meeting, May 26, 2022Matsuya Co., Ltd., Annual General Meeting, May 26, 2022.
Reported Earnings • Apr 15Full year 2022 earnings released: EPS: JP¥18.85 (vs JP¥83.21 loss in FY 2021)Full year 2022 results: EPS: JP¥18.85 (up from JP¥83.21 loss in FY 2021). Revenue: JP¥65.0b (up 23% from FY 2021). Net income: JP¥1.00b (up JP¥5.42b from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 30Matsuya Co., Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022Matsuya Co., Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022
Reported Earnings • Jan 14Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: JP¥7.07 loss per share (up from JP¥17.91 loss in 3Q 2021). Revenue: JP¥17.2b (up 7.5% from 3Q 2021). Net loss: JP¥375.0m (loss narrowed 61% from 3Q 2021). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 26%. Earnings per share (EPS) missed analyst estimates by 26%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Reported Earnings • Oct 15Second quarter 2022 earnings released: JP¥18.39 loss per share (vs JP¥33.17 loss in 2Q 2021)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: JP¥14.3b (up 5.2% from 2Q 2021). Net loss: JP¥976.0m (loss narrowed 45% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 15First quarter 2022 earnings released: JP¥10.50 loss per share (vs JP¥51.21 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥14.5b (up 108% from 1Q 2021). Net loss: JP¥557.0m (loss narrowed 80% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 02Full year 2021 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥52.7b (down 41% from FY 2020). Net loss: JP¥4.42b (down JP¥5.27b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 16Full year 2021 earnings released: JP¥83.21 loss per share (vs JP¥16.16 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥52.7b (down 41% from FY 2020). Net loss: JP¥4.42b (down JP¥5.27b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 17New 90-day high: JP¥976The company is up 34% from its price of JP¥730 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is up 10.0% over the same period.
お知らせ • Jan 31Matsuya Co., Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021Matsuya Co., Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021
Is New 90 Day High Low • Jan 25New 90-day high: JP¥828The company is up 19% from its price of JP¥696 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is flat over the same period.
Analyst Estimate Surprise Post Earnings • Jan 19Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 6.6% growth forecast for the Multiline Retail industry in Japan.
Analyst Estimate Surprise Post Earnings • Jan 16Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 6.6% growth forecast for the Multiline Retail industry in Japan.
Reported Earnings • Jan 15Third quarter 2021 earnings released: JP¥17.91 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥16.0b (down 28% from 3Q 2020). Net loss: JP¥951.0m (down JP¥1.07b from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 97% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 09Matsuya Co., Ltd. to Report Q2, 2021 Results on Oct 15, 2020Matsuya Co., Ltd. announced that they will report Q2, 2021 results on Oct 15, 2020
