Autobacs Seven（9832）株式概要株式会社オートバックスセブンはその子会社とともに、自動車関連商品・サービスの小売店チェーンを日本および海外で展開している。 詳細9832 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長1/6過去の実績2/6財務の健全性5/6配当金4/6報酬収益は年間7.44%増加すると予測されています 過去5年間の収益は年間3.1%増加しました。 リスク分析3.98%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る9832 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,522 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG488,522 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.51k26.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0309b2016201920222025202620282031Revenue JP¥309.2bEarnings JP¥9.2bAdvancedSet Fair ValueView all narrativesAutobacs Seven Co., Ltd. 競合他社Yellow HatSymbol: TSE:9882Market cap: JP¥155.8bIDOMSymbol: TSE:7599Market cap: JP¥127.7bVt HoldingsLtdSymbol: TSE:7593Market cap: JP¥54.9bNEXTAGESymbol: TSE:3186Market cap: JP¥275.5b価格と性能株価の高値、安値、推移の概要Autobacs Seven過去の株価現在の株価JP¥1,509.0052週高値JP¥1,785.0052週安値JP¥1,431.00ベータ0.251ヶ月の変化3.71%3ヶ月変化-4.49%1年変化4.28%3年間の変化-1.85%5年間の変化-2.20%IPOからの変化-50.20%最新ニュースお知らせ • 5hAutobacs Seven Co., Ltd. (TSE:9832) acquired Sasaki Jidosha, K.K.Autobacs Seven Co., Ltd. (TSE:9832) acquired Sasaki Jidosha, K.K. on July 16, 2026. Yasuhiro Obayashi will assume the position of Representative Director and President on July 16, 2026. Autobacs Seven Co., Ltd. (TSE:9832) completed the acquisition of Sasaki Jidosha, K.K. on July 16, 2026.お知らせ • May 16Autobacs Seven Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Autobacs Seven Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥106 (up from JP¥104 in FY 2025). Revenue: JP¥280.1b (up 12% from FY 2025). Net income: JP¥8.35b (up 2.7% from FY 2025). Profit margin: 3.0% (down from 3.3% in FY 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 1.9%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 8.3% 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 fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • May 11Autobacs Seven Co., Ltd., Annual General Meeting, Jun 23, 2026Autobacs Seven Co., Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • May 09Autobacs Seven Co., Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Autobacs Seven Co., Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).最新情報をもっと見るRecent updatesお知らせ • 5hAutobacs Seven Co., Ltd. (TSE:9832) acquired Sasaki Jidosha, K.K.Autobacs Seven Co., Ltd. (TSE:9832) acquired Sasaki Jidosha, K.K. on July 16, 2026. Yasuhiro Obayashi will assume the position of Representative Director and President on July 16, 2026. Autobacs Seven Co., Ltd. (TSE:9832) completed the acquisition of Sasaki Jidosha, K.K. on July 16, 2026.お知らせ • May 16Autobacs Seven Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Autobacs Seven Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥106 (up from JP¥104 in FY 2025). Revenue: JP¥280.1b (up 12% from FY 2025). Net income: JP¥8.35b (up 2.7% from FY 2025). Profit margin: 3.0% (down from 3.3% in FY 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 1.9%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 8.3% 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 fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • May 11Autobacs Seven Co., Ltd., Annual General Meeting, Jun 23, 2026Autobacs Seven Co., Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • May 09Autobacs Seven Co., Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Autobacs Seven Co., Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥66.42 (vs JP¥76.51 in 3Q 2025)Third quarter 2026 results: EPS: JP¥66.42 (down from JP¥76.51 in 3Q 2025). Revenue: JP¥83.1b (up 6.7% from 3Q 2025). Net income: JP¥5.22b (down 13% from 3Q 2025). Profit margin: 6.3% (down from 7.7% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.New Risk • Dec 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.0% 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 Risk Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Nov 28Autobacs Seven Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Autobacs Seven Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026分析記事 • Nov 26Autobacs Seven (TSE:9832) Is Paying Out A Dividend Of ¥30.00The board of Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend on the 25th of June, with...Declared Dividend • Nov 26First half dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (24% 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 not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 1.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥19.10 (vs JP¥11.61 in 2Q 2025)Second quarter 2026 results: EPS: JP¥19.10 (up from JP¥11.61 in 2Q 2025). Revenue: JP¥64.6b (up 15% from 2Q 2025). Net income: JP¥1.50b (up 65% from 2Q 2025). Profit margin: 2.3% (up from 1.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).分析記事 • Sep 04Autobacs Seven (TSE:9832) Is Due To Pay A Dividend Of ¥30.00Autobacs Seven Co., Ltd. ( TSE:9832 ) will pay a dividend of ¥30.00 on the 25th of November. The dividend yield will be...お知らせ • Sep 04Autobacs Seven Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Autobacs Seven Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥25.48 (vs JP¥9.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥25.48 (up from JP¥9.37 in 1Q 2025). Revenue: JP¥64.2b (up 19% from 1Q 2025). Net income: JP¥2.00b (up 174% from 1Q 2025). Profit margin: 3.1% (up from 1.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.分析記事 • Jul 23Autobacs Seven (TSE:9832) Will Pay A Dividend Of ¥30.00Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend of ¥30.00 per share on the 25th of...分析記事 • Jul 09Autobacs Seven (TSE:9832) Has Affirmed Its Dividend Of ¥30.00Autobacs Seven Co., Ltd. ( TSE:9832 ) will pay a dividend of ¥30.00 on the 25th of November. The dividend yield will be...Board Change • Jul 09Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Yosuke Matsuda was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 25th November 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. The company's earnings per share (EPS) would need to grow by 6.6% to bring the payout ratio under control. EPS is expected to grow by 10% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Jun 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥104 (up from JP¥81.52 in FY 2024). Revenue: JP¥249.5b (up 8.6% from FY 2024). Net income: JP¥8.13b (up 28% from FY 2024). Profit margin: 3.3% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to stay flat during the next 2 years compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Jun 03Autobacs Seven Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Autobacs Seven Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • May 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥104 (up from JP¥81.52 in FY 2024). Revenue: JP¥249.5b (up 8.6% from FY 2024). Net income: JP¥8.13b (up 28% from FY 2024). Profit margin: 3.3% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to stay flat during the next 2 years compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 09Autobacs Seven Co., Ltd., Annual General Meeting, Jun 24, 2025Autobacs Seven Co., Ltd., Annual General Meeting, Jun 24, 2025.分析記事 • Apr 04Autobacs Seven's (TSE:9832) Returns Have Hit A WallIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is on the higher end at 96% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Mar 16Autobacs Seven Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Autobacs Seven Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥76.51 (vs JP¥50.88 in 3Q 2024)Third quarter 2025 results: EPS: JP¥76.51 (up from JP¥50.88 in 3Q 2024). Revenue: JP¥77.9b (up 15% from 3Q 2024). Net income: JP¥6.00b (up 51% from 3Q 2024). Profit margin: 7.7% (up from 5.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jan 30Autobacs Seven Co., Ltd. (TSE:9832) acquired Bee Line Corp. from Ant Capital Partners No. 6 Investment Limited Partnership, a fund managed by Ant Capital Partners Co., Ltd.Autobacs Seven Co., Ltd. (TSE:9832) acquired Bee Line Corp. from Ant Capital Partners No. 6 Investment Limited Partnership, a fund managed by Ant Capital Partners Co., Ltd. on January 29, 2025. Autobacs Seven Co., Ltd. (TSE:9832) completed the acquisition of Bee Line Corp. from Ant Capital Partners No. 6 Investment Limited Partnership, a fund managed by Ant Capital Partners Co., Ltd. on January 29, 2025.お知らせ • Dec 28Autobacs Seven Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Autobacs Seven Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025Declared Dividend • Nov 26First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (164% earnings payout ratio) and 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 1.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 82% to bring the payout ratio under control. EPS is expected to grow by 111% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.分析記事 • Nov 19There May Be Reason For Hope In Autobacs Seven's (TSE:9832) Disappointing EarningsThe market for Autobacs Seven Co., Ltd.'s ( TSE:9832 ) shares didn't move much after it posted weak earnings recently...New Risk • Nov 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 164% Dividend yield: 4.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (164% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥11.61 (vs JP¥48.67 in 2Q 2024)Second quarter 2025 results: EPS: JP¥11.61 (down from JP¥48.67 in 2Q 2024). Revenue: JP¥56.3b (up 3.8% from 2Q 2024). Net income: JP¥908.0m (down 76% from 2Q 2024). Profit margin: 1.6% (down from 7.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio and cash payout ratio are on the higher end at 81% and 89% respectively. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).分析記事 • Sep 04Autobacs Seven (TSE:9832) Is Due To Pay A Dividend Of ¥30.00Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend of ¥30.00 per share on the 27th of...お知らせ • Aug 28Autobacs Seven Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Autobacs Seven Co., Ltd. announced that they will report Q2, 2025 results at 3:00 PM, Tokyo Standard Time on Oct 31, 2024分析記事 • Aug 21Autobacs Seven (TSE:9832) Has Affirmed Its Dividend Of ¥30.00The board of Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend on the 27th of November...Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥9.37 (vs JP¥17.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.37 (down from JP¥17.26 in 1Q 2024). Revenue: JP¥54.0b (down 6.3% from 1Q 2024). Net income: JP¥730.0m (down 46% from 1Q 2024). Profit margin: 1.4% (down from 2.3% in 1Q 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.分析記事 • Jul 26Autobacs Seven (TSE:9832) Will Pay A Dividend Of ¥30.00The board of Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend of ¥30.00 per share on the...分析記事 • Jul 11Autobacs Seven (TSE:9832) Is Due To Pay A Dividend Of ¥30.00Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend of ¥30.00 per share on the 27th of...Declared Dividend • Jul 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 4.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has increased by an average of 1.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 17Autobacs Seven Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Autobacs Seven Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024分析記事 • May 21Earnings Troubles May Signal Larger Issues for Autobacs Seven (TSE:9832) ShareholdersA lackluster earnings announcement from Autobacs Seven Co., Ltd. ( TSE:9832 ) last week didn't sink the stock price. We...Reported Earnings • May 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥81.52 (down from JP¥92.88 in FY 2023). Revenue: JP¥229.9b (down 2.7% from FY 2023). Net income: JP¥6.36b (down 12% from FY 2023). Profit margin: 2.8% (down from 3.1% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to stay flat during the next 2 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 whereas the company’s share price has increased by 1% per year.お知らせ • May 12Autobacs Seven Co., Ltd., Annual General Meeting, Jun 27, 2024Autobacs Seven Co., Ltd., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).分析記事 • Mar 08Autobacs Seven (TSE:9832) Has Announced A Dividend Of ¥30.00The board of Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend on the 26th of June, with...お知らせ • Mar 08Autobacs Seven Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Autobacs Seven Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥50.88 (vs JP¥49.89 in 3Q 2023)Third quarter 2024 results: EPS: JP¥50.88 (up from JP¥49.89 in 3Q 2023). Revenue: JP¥67.8b (down 4.6% from 3Q 2023). Net income: JP¥3.97b (up 2.0% from 3Q 2023). Profit margin: 5.9% (up from 5.5% in 3Q 2023). Revenue is forecast to grow 1.4% 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 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 08Autobacs Seven Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Autobacs Seven Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024New Risk • Nov 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.2% 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 Risk Earnings are forecast to decline by an average of 6.2% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (133% cash payout ratio). Large one-off items impacting financial results.Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥48.67 (vs JP¥17.89 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.67 (up from JP¥17.89 in 2Q 2023). Revenue: JP¥54.2b (flat on 2Q 2023). Net income: JP¥3.79b (up 172% from 2Q 2023). Profit margin: 7.0% (up from 2.6% in 2Q 2023). Revenue is forecast to stay flat 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 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥30.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).お知らせ • Sep 08Autobacs Seven Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Autobacs Seven Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥17.26 (vs JP¥22.52 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.26 (down from JP¥22.52 in 1Q 2023). Revenue: JP¥57.7b (up 9.1% from 1Q 2023). Net income: JP¥1.35b (down 23% from 1Q 2023). Profit margin: 2.3% (down from 3.3% in 1Q 2023). The decrease in margin was driven by higher expenses. 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 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 19Autobacs Seven Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Autobacs Seven Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥92.88 (vs JP¥89.16 in FY 2022)Full year 2023 results: EPS: JP¥92.88 (up from JP¥89.16 in FY 2022). Revenue: JP¥236.2b (up 3.3% from FY 2022). Net income: JP¥7.24b (up 3.3% from FY 2022). Profit margin: 3.1% (in line with FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 5.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 24 June 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥49.89 (vs JP¥54.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥49.89 (down from JP¥54.80 in 3Q 2022). Revenue: JP¥71.0b (up 3.9% from 3Q 2022). Net income: JP¥3.89b (down 8.9% from 3Q 2022). Profit margin: 5.5% (down from 6.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Takayoshi Mimura was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥17.88 (vs JP¥10.29 in 2Q 2022)Second quarter 2023 results: EPS: JP¥17.88 (up from JP¥10.29 in 2Q 2022). Revenue: JP¥54.2b (up 5.8% from 2Q 2022). Net income: JP¥1.39b (up 72% from 2Q 2022). Profit margin: 2.6% (up from 1.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Nov 02Autobacs Seven Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Autobacs Seven Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 25 November 2022. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥22.52 (vs JP¥13.50 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.52 (up from JP¥13.50 in 1Q 2022). Revenue: JP¥52.9b (up 1.1% from 1Q 2022). Net income: JP¥1.76b (up 63% from 1Q 2022). Profit margin: 3.3% (up from 2.1% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥89.16 (vs JP¥88.28 in FY 2021)Full year 2022 results: EPS: JP¥89.16. Revenue: JP¥228.6b (up 3.7% from FY 2021). Net income: JP¥7.01b (flat on FY 2021). Profit margin: 3.1% (down from 3.2% in FY 2021). The decrease in margin was driven by higher expenses.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Masami Koizumi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be JP¥1,658, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.1%.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio and cash payout ratio are on the higher end at 81% and 75% respectively. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥54.79 (down from JP¥62.71 in 3Q 2021). Revenue: JP¥68.4b (down 4.6% from 3Q 2021). Net income: JP¥4.27b (down 15% from 3Q 2021). Profit margin: 6.2% (down from 7.0% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 01Second quarter 2022 earnings released: EPS JP¥10.29 (vs JP¥24.93 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥51.3b (down 6.3% from 2Q 2021). Net income: JP¥810.0m (down 59% from 2Q 2021). Profit margin: 1.6% (down from 3.6% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 25 November 2021. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥88.28 (vs JP¥47.10 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥220.4b (flat on FY 2020). Net income: JP¥7.05b (up 87% from FY 2020). Profit margin: 3.2% (up from 1.7% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 13Full year 2021 earnings released: EPS JP¥88.28 (vs JP¥47.10 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥220.4b (flat on FY 2020). Net income: JP¥7.05b (up 87% from FY 2020). Profit margin: 3.2% (up from 1.7% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Is New 90 Day High Low • Mar 02New 90-day high: JP¥1,468The company is up 10.0% from its price of JP¥1,338 on 02 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 9.0% over the same period.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥62.71 (vs JP¥42.65 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥71.7b (up 9.3% from 3Q 2020). Net income: JP¥5.01b (up 47% from 3Q 2020). Profit margin: 7.0% (up from 5.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Jan 12New 90-day high: JP¥1,456The company is up 4.0% from its price of JP¥1,394 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.株主還元9832JP Specialty RetailJP 市場7D1.5%-2.2%-3.5%1Y4.3%40.7%37.4%株主還元を見る業界別リターン: 9832過去 1 年間で40.7 % の収益を上げたJP Specialty Retail業界を下回りました。リターン対市場: 9832は、過去 1 年間で37.4 % のリターンを上げたJP市場を下回りました。価格変動Is 9832's price volatile compared to industry and market?9832 volatility9832 Average Weekly Movement1.9%Specialty Retail Industry Average Movement4.0%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 9832 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 9832の 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19476,928Yugo Horiiwww.autobacs.co.jp株式会社オートバックスセブンは、その子会社とともに、日本および海外で自動車関連商品・サービスの小売店チェーンを展開している。同社は4つのセグメントを通じて事業を展開している：オートバックス事業」、「コンシューマー事業」、「卸売事業」、「エクスパンション事業」の4つである。オートバックス事業では、タイヤ、ホイール、カーエレクトロニクスなどのカー用品をFC加盟店に卸売りしている。また、カー用品の販売、取付・整備・車検サービスの提供、車両の買取・販売も行っている。コンシューマー事業では、カー用品のオンライン販売、新車・中古車の買取・販売を行っている。卸売事業」は、ライフスタイルブランドやその他プライベートブランド等の卸売を行っている。エクスパンション事業」は、ファイナンス事業、物件開発・立地開発事業、EVソリューション事業を行っている。旧社名は(株)富士商会で、1980年3月に(株)オートバックスセブンに商号変更した。株式会社オートバックスセブンは1947年に設立され、東京に本社を置いている。もっと見るAutobacs Seven Co., Ltd. 基礎のまとめAutobacs Seven の収益と売上を時価総額と比較するとどうか。9832 基礎統計学時価総額JP¥118.50b収益（TTM）JP¥8.35b売上高(TTM)JP¥280.06b14.2xPER（株価収益率0.4xP/Sレシオ9832 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9832 損益計算書（TTM）収益JP¥280.06b売上原価JP¥179.92b売上総利益JP¥100.14bその他の費用JP¥91.78b収益JP¥8.35b直近の収益報告Mar 31, 2026次回決算日Jul 31, 2026一株当たり利益（EPS）106.36グロス・マージン35.76%純利益率2.98%有利子負債／自己資本比率28.3%9832 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4.0%現在の配当利回り56%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2026/07/18 23:19終値2026/07/17 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Autobacs Seven Co., Ltd. 1 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。6 アナリスト機関Jun KawaharaDaiwa Securities Co. Ltd.Ken IrisawaMarusan Securities Co. Ltd.Masafumi ShodaNomura Securities Co. Ltd.3 その他のアナリストを表示
お知らせ • 5hAutobacs Seven Co., Ltd. (TSE:9832) acquired Sasaki Jidosha, K.K.Autobacs Seven Co., Ltd. (TSE:9832) acquired Sasaki Jidosha, K.K. on July 16, 2026. Yasuhiro Obayashi will assume the position of Representative Director and President on July 16, 2026. Autobacs Seven Co., Ltd. (TSE:9832) completed the acquisition of Sasaki Jidosha, K.K. on July 16, 2026.
お知らせ • May 16Autobacs Seven Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Autobacs Seven Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥106 (up from JP¥104 in FY 2025). Revenue: JP¥280.1b (up 12% from FY 2025). Net income: JP¥8.35b (up 2.7% from FY 2025). Profit margin: 3.0% (down from 3.3% in FY 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 1.9%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 8.3% 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 fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • May 11Autobacs Seven Co., Ltd., Annual General Meeting, Jun 23, 2026Autobacs Seven Co., Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • May 09Autobacs Seven Co., Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Autobacs Seven Co., Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
お知らせ • 5hAutobacs Seven Co., Ltd. (TSE:9832) acquired Sasaki Jidosha, K.K.Autobacs Seven Co., Ltd. (TSE:9832) acquired Sasaki Jidosha, K.K. on July 16, 2026. Yasuhiro Obayashi will assume the position of Representative Director and President on July 16, 2026. Autobacs Seven Co., Ltd. (TSE:9832) completed the acquisition of Sasaki Jidosha, K.K. on July 16, 2026.
お知らせ • May 16Autobacs Seven Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Autobacs Seven Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥106 (up from JP¥104 in FY 2025). Revenue: JP¥280.1b (up 12% from FY 2025). Net income: JP¥8.35b (up 2.7% from FY 2025). Profit margin: 3.0% (down from 3.3% in FY 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 1.9%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 8.3% 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 fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • May 11Autobacs Seven Co., Ltd., Annual General Meeting, Jun 23, 2026Autobacs Seven Co., Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • May 09Autobacs Seven Co., Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Autobacs Seven Co., Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥66.42 (vs JP¥76.51 in 3Q 2025)Third quarter 2026 results: EPS: JP¥66.42 (down from JP¥76.51 in 3Q 2025). Revenue: JP¥83.1b (up 6.7% from 3Q 2025). Net income: JP¥5.22b (down 13% from 3Q 2025). Profit margin: 6.3% (down from 7.7% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.
New Risk • Dec 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.0% 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 Risk Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Nov 28Autobacs Seven Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Autobacs Seven Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
分析記事 • Nov 26Autobacs Seven (TSE:9832) Is Paying Out A Dividend Of ¥30.00The board of Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend on the 25th of June, with...
Declared Dividend • Nov 26First half dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (24% 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 not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 1.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥19.10 (vs JP¥11.61 in 2Q 2025)Second quarter 2026 results: EPS: JP¥19.10 (up from JP¥11.61 in 2Q 2025). Revenue: JP¥64.6b (up 15% from 2Q 2025). Net income: JP¥1.50b (up 65% from 2Q 2025). Profit margin: 2.3% (up from 1.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
分析記事 • Sep 04Autobacs Seven (TSE:9832) Is Due To Pay A Dividend Of ¥30.00Autobacs Seven Co., Ltd. ( TSE:9832 ) will pay a dividend of ¥30.00 on the 25th of November. The dividend yield will be...
お知らせ • Sep 04Autobacs Seven Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Autobacs Seven Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥25.48 (vs JP¥9.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥25.48 (up from JP¥9.37 in 1Q 2025). Revenue: JP¥64.2b (up 19% from 1Q 2025). Net income: JP¥2.00b (up 174% from 1Q 2025). Profit margin: 3.1% (up from 1.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
分析記事 • Jul 23Autobacs Seven (TSE:9832) Will Pay A Dividend Of ¥30.00Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend of ¥30.00 per share on the 25th of...
分析記事 • Jul 09Autobacs Seven (TSE:9832) Has Affirmed Its Dividend Of ¥30.00Autobacs Seven Co., Ltd. ( TSE:9832 ) will pay a dividend of ¥30.00 on the 25th of November. The dividend yield will be...
Board Change • Jul 09Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Yosuke Matsuda was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 25th November 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. The company's earnings per share (EPS) would need to grow by 6.6% to bring the payout ratio under control. EPS is expected to grow by 10% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Jun 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥104 (up from JP¥81.52 in FY 2024). Revenue: JP¥249.5b (up 8.6% from FY 2024). Net income: JP¥8.13b (up 28% from FY 2024). Profit margin: 3.3% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to stay flat during the next 2 years compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Jun 03Autobacs Seven Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Autobacs Seven Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • May 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥104 (up from JP¥81.52 in FY 2024). Revenue: JP¥249.5b (up 8.6% from FY 2024). Net income: JP¥8.13b (up 28% from FY 2024). Profit margin: 3.3% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to stay flat during the next 2 years compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 09Autobacs Seven Co., Ltd., Annual General Meeting, Jun 24, 2025Autobacs Seven Co., Ltd., Annual General Meeting, Jun 24, 2025.
分析記事 • Apr 04Autobacs Seven's (TSE:9832) Returns Have Hit A WallIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is on the higher end at 96% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Mar 16Autobacs Seven Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Autobacs Seven Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥76.51 (vs JP¥50.88 in 3Q 2024)Third quarter 2025 results: EPS: JP¥76.51 (up from JP¥50.88 in 3Q 2024). Revenue: JP¥77.9b (up 15% from 3Q 2024). Net income: JP¥6.00b (up 51% from 3Q 2024). Profit margin: 7.7% (up from 5.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jan 30Autobacs Seven Co., Ltd. (TSE:9832) acquired Bee Line Corp. from Ant Capital Partners No. 6 Investment Limited Partnership, a fund managed by Ant Capital Partners Co., Ltd.Autobacs Seven Co., Ltd. (TSE:9832) acquired Bee Line Corp. from Ant Capital Partners No. 6 Investment Limited Partnership, a fund managed by Ant Capital Partners Co., Ltd. on January 29, 2025. Autobacs Seven Co., Ltd. (TSE:9832) completed the acquisition of Bee Line Corp. from Ant Capital Partners No. 6 Investment Limited Partnership, a fund managed by Ant Capital Partners Co., Ltd. on January 29, 2025.
お知らせ • Dec 28Autobacs Seven Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Autobacs Seven Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
Declared Dividend • Nov 26First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (164% earnings payout ratio) and 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 1.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 82% to bring the payout ratio under control. EPS is expected to grow by 111% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
分析記事 • Nov 19There May Be Reason For Hope In Autobacs Seven's (TSE:9832) Disappointing EarningsThe market for Autobacs Seven Co., Ltd.'s ( TSE:9832 ) shares didn't move much after it posted weak earnings recently...
New Risk • Nov 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 164% Dividend yield: 4.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (164% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥11.61 (vs JP¥48.67 in 2Q 2024)Second quarter 2025 results: EPS: JP¥11.61 (down from JP¥48.67 in 2Q 2024). Revenue: JP¥56.3b (up 3.8% from 2Q 2024). Net income: JP¥908.0m (down 76% from 2Q 2024). Profit margin: 1.6% (down from 7.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio and cash payout ratio are on the higher end at 81% and 89% respectively. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
分析記事 • Sep 04Autobacs Seven (TSE:9832) Is Due To Pay A Dividend Of ¥30.00Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend of ¥30.00 per share on the 27th of...
お知らせ • Aug 28Autobacs Seven Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Autobacs Seven Co., Ltd. announced that they will report Q2, 2025 results at 3:00 PM, Tokyo Standard Time on Oct 31, 2024
分析記事 • Aug 21Autobacs Seven (TSE:9832) Has Affirmed Its Dividend Of ¥30.00The board of Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend on the 27th of November...
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥9.37 (vs JP¥17.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.37 (down from JP¥17.26 in 1Q 2024). Revenue: JP¥54.0b (down 6.3% from 1Q 2024). Net income: JP¥730.0m (down 46% from 1Q 2024). Profit margin: 1.4% (down from 2.3% in 1Q 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.
分析記事 • Jul 26Autobacs Seven (TSE:9832) Will Pay A Dividend Of ¥30.00The board of Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend of ¥30.00 per share on the...
分析記事 • Jul 11Autobacs Seven (TSE:9832) Is Due To Pay A Dividend Of ¥30.00Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend of ¥30.00 per share on the 27th of...
Declared Dividend • Jul 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 4.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (89% cash payout ratio). The dividend has increased by an average of 1.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 17Autobacs Seven Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Autobacs Seven Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
分析記事 • May 21Earnings Troubles May Signal Larger Issues for Autobacs Seven (TSE:9832) ShareholdersA lackluster earnings announcement from Autobacs Seven Co., Ltd. ( TSE:9832 ) last week didn't sink the stock price. We...
Reported Earnings • May 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥81.52 (down from JP¥92.88 in FY 2023). Revenue: JP¥229.9b (down 2.7% from FY 2023). Net income: JP¥6.36b (down 12% from FY 2023). Profit margin: 2.8% (down from 3.1% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to stay flat during the next 2 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 whereas the company’s share price has increased by 1% per year.
お知らせ • May 12Autobacs Seven Co., Ltd., Annual General Meeting, Jun 27, 2024Autobacs Seven Co., Ltd., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
分析記事 • Mar 08Autobacs Seven (TSE:9832) Has Announced A Dividend Of ¥30.00The board of Autobacs Seven Co., Ltd. ( TSE:9832 ) has announced that it will pay a dividend on the 26th of June, with...
お知らせ • Mar 08Autobacs Seven Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Autobacs Seven Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥50.88 (vs JP¥49.89 in 3Q 2023)Third quarter 2024 results: EPS: JP¥50.88 (up from JP¥49.89 in 3Q 2023). Revenue: JP¥67.8b (down 4.6% from 3Q 2023). Net income: JP¥3.97b (up 2.0% from 3Q 2023). Profit margin: 5.9% (up from 5.5% in 3Q 2023). Revenue is forecast to grow 1.4% 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 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 08Autobacs Seven Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Autobacs Seven Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
New Risk • Nov 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.2% 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 Risk Earnings are forecast to decline by an average of 6.2% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (133% cash payout ratio). Large one-off items impacting financial results.
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥48.67 (vs JP¥17.89 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.67 (up from JP¥17.89 in 2Q 2023). Revenue: JP¥54.2b (flat on 2Q 2023). Net income: JP¥3.79b (up 172% from 2Q 2023). Profit margin: 7.0% (up from 2.6% in 2Q 2023). Revenue is forecast to stay flat 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 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥30.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
お知らせ • Sep 08Autobacs Seven Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Autobacs Seven Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥17.26 (vs JP¥22.52 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.26 (down from JP¥22.52 in 1Q 2023). Revenue: JP¥57.7b (up 9.1% from 1Q 2023). Net income: JP¥1.35b (down 23% from 1Q 2023). Profit margin: 2.3% (down from 3.3% in 1Q 2023). The decrease in margin was driven by higher expenses. 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 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 19Autobacs Seven Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Autobacs Seven Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥92.88 (vs JP¥89.16 in FY 2022)Full year 2023 results: EPS: JP¥92.88 (up from JP¥89.16 in FY 2022). Revenue: JP¥236.2b (up 3.3% from FY 2022). Net income: JP¥7.24b (up 3.3% from FY 2022). Profit margin: 3.1% (in line with FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 5.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 24 June 2023. Payout ratio is a comfortable 59% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥49.89 (vs JP¥54.80 in 3Q 2022)Third quarter 2023 results: EPS: JP¥49.89 (down from JP¥54.80 in 3Q 2022). Revenue: JP¥71.0b (up 3.9% from 3Q 2022). Net income: JP¥3.89b (down 8.9% from 3Q 2022). Profit margin: 5.5% (down from 6.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Takayoshi Mimura was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥17.88 (vs JP¥10.29 in 2Q 2022)Second quarter 2023 results: EPS: JP¥17.88 (up from JP¥10.29 in 2Q 2022). Revenue: JP¥54.2b (up 5.8% from 2Q 2022). Net income: JP¥1.39b (up 72% from 2Q 2022). Profit margin: 2.6% (up from 1.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Nov 02Autobacs Seven Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Autobacs Seven Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 25 November 2022. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥22.52 (vs JP¥13.50 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.52 (up from JP¥13.50 in 1Q 2022). Revenue: JP¥52.9b (up 1.1% from 1Q 2022). Net income: JP¥1.76b (up 63% from 1Q 2022). Profit margin: 3.3% (up from 2.1% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥89.16 (vs JP¥88.28 in FY 2021)Full year 2022 results: EPS: JP¥89.16. Revenue: JP¥228.6b (up 3.7% from FY 2021). Net income: JP¥7.01b (flat on FY 2021). Profit margin: 3.1% (down from 3.2% in FY 2021). The decrease in margin was driven by higher expenses.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Masami Koizumi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be JP¥1,658, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.1%.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio and cash payout ratio are on the higher end at 81% and 75% respectively. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥54.79 (down from JP¥62.71 in 3Q 2021). Revenue: JP¥68.4b (down 4.6% from 3Q 2021). Net income: JP¥4.27b (down 15% from 3Q 2021). Profit margin: 6.2% (down from 7.0% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 01Second quarter 2022 earnings released: EPS JP¥10.29 (vs JP¥24.93 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥51.3b (down 6.3% from 2Q 2021). Net income: JP¥810.0m (down 59% from 2Q 2021). Profit margin: 1.6% (down from 3.6% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 25 November 2021. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥88.28 (vs JP¥47.10 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥220.4b (flat on FY 2020). Net income: JP¥7.05b (up 87% from FY 2020). Profit margin: 3.2% (up from 1.7% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 13Full year 2021 earnings released: EPS JP¥88.28 (vs JP¥47.10 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥220.4b (flat on FY 2020). Net income: JP¥7.05b (up 87% from FY 2020). Profit margin: 3.2% (up from 1.7% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Is New 90 Day High Low • Mar 02New 90-day high: JP¥1,468The company is up 10.0% from its price of JP¥1,338 on 02 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 9.0% over the same period.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥62.71 (vs JP¥42.65 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥71.7b (up 9.3% from 3Q 2020). Net income: JP¥5.01b (up 47% from 3Q 2020). Profit margin: 7.0% (up from 5.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Jan 12New 90-day high: JP¥1,456The company is up 4.0% from its price of JP¥1,394 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.
