Arclands（9842）株式概要アークランズ株式会社は日本で小売業を営んでいる。 詳細9842 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績1/6財務の健全性4/6配当金3/6報酬収益は年間21.02%増加すると予測されています リスク分析多額の負債を抱えている 2.14%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9842 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¥1.87k47.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0363b2016201920222025202620282031Revenue JP¥363.3bEarnings JP¥8.6bAdvancedSet Fair ValueView all narrativesArclands Corporation 競合他社Kohnan ShojiSymbol: TSE:7516Market cap: JP¥117.9bJoyful HondaLtdSymbol: TSE:3191Market cap: JP¥131.3bKomeriLtdSymbol: TSE:8218Market cap: JP¥164.1bDCM HoldingsSymbol: TSE:3050Market cap: JP¥208.9b価格と性能株価の高値、安値、推移の概要Arclands過去の株価現在の株価JP¥1,868.0052週高値JP¥2,047.0052週安値JP¥1,671.00ベータ0.0981ヶ月の変化2.08%3ヶ月変化-7.20%1年変化7.98%3年間の変化20.44%5年間の変化30.17%IPOからの変化367.00%最新ニュースReported Earnings • Apr 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥129 (down from JP¥163 in FY 2025). Revenue: JP¥357.2b (up 7.9% from FY 2025). Net income: JP¥8.09b (down 20% from FY 2025). Profit margin: 2.3% (down from 3.1% 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 25%. Revenue is expected to decline by 1.0% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 8.2%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Apr 14Arclands Corporation, Annual General Meeting, May 28, 2026Arclands Corporation, Annual General Meeting, May 28, 2026.お知らせ • Apr 07Arclands Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026Arclands Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥1,904. The fair value is estimated to be JP¥2,382, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to decline by 0.06% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.Reported Earnings • Jan 07Third quarter 2026 earnings released: EPS: JP¥22.21 (vs JP¥55.62 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.21 (down from JP¥55.62 in 3Q 2025). Revenue: JP¥89.5b (up 8.4% from 3Q 2025). Net income: JP¥1.39b (down 60% from 3Q 2025). Profit margin: 1.6% (down from 4.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesReported Earnings • Apr 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥129 (down from JP¥163 in FY 2025). Revenue: JP¥357.2b (up 7.9% from FY 2025). Net income: JP¥8.09b (down 20% from FY 2025). Profit margin: 2.3% (down from 3.1% 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 25%. Revenue is expected to decline by 1.0% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 8.2%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Apr 14Arclands Corporation, Annual General Meeting, May 28, 2026Arclands Corporation, Annual General Meeting, May 28, 2026.お知らせ • Apr 07Arclands Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026Arclands Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥1,904. The fair value is estimated to be JP¥2,382, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to decline by 0.06% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.Reported Earnings • Jan 07Third quarter 2026 earnings released: EPS: JP¥22.21 (vs JP¥55.62 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.21 (down from JP¥55.62 in 3Q 2025). Revenue: JP¥89.5b (up 8.4% from 3Q 2025). Net income: JP¥1.39b (down 60% from 3Q 2025). Profit margin: 1.6% (down from 4.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.分析記事 • Jan 06Arclands (TSE:9842) Has Announced A Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. This...お知らせ • Jan 06Arclands Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026Arclands Corporation revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects net sales of JPY 342,500 million, operating profit of JPY 14,500 million, profit attributable to owners of parent of JPY 8,000 million, basic earnings per share of JPY 127.98 per share against previous guidance of net sales of JPY 335,000 million, operating profit of JPY 19,300 million, profit attributable to owners of parent of JPY 11,600 million, basic earnings per share of JPY 186.19 per share. Housing-related (retail, wholesale, and real estate) financial results for the nine months ended November 30, 2025 were positively affected by the front-loaded consolidation of Pets First Holdings Co. Ltd. and the opening of new Lopia (franchise) stores in the retail business. The food service business also performed well thanks to fair menus and campaigns in addition to opening of new restaurants. As a result, consolidated net sales are expected to exceed the forecast. Meanwhile, on the profit front, despite efforts to reduce expenses through the digitization of sales promotions and streamlining of logistics in the housing-related sector, these efforts were not sufficient to absorb the impact of upward pressure on costs, such as new store opening costs, personnel expenses, utilities expenses, and rents. In the food service business as well, the gross profit margin declined due to a higher-than-expected cost of sales ratio mainly caused by higher rice prices, resulting in sluggish growth in consolidated operating profit, ordinary profit, and profit attributable to owners of parent. Since the above trend is expected to continue in the third quarter and beyond, and financial results are expected to be lower than the previous forecasts, the Company has revised the forecast value for each item as shown above.分析記事 • Nov 25Arclands' (TSE:9842) Dividend Will Be ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the 1st...お知らせ • Nov 25Arclands Corporation to Report Q3, 2026 Results on Jan 06, 2026Arclands Corporation announced that they will report Q3, 2026 results on Jan 06, 2026分析記事 • Oct 27Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. The...Declared Dividend • Oct 21First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 04Second quarter 2026 earnings released: EPS: JP¥44.87 (vs JP¥50.88 in 2Q 2025)Second quarter 2026 results: EPS: JP¥44.87 (down from JP¥50.88 in 2Q 2025). Revenue: JP¥93.2b (up 12% from 2Q 2025). Net income: JP¥2.80b (down 12% from 2Q 2025). Profit margin: 3.0% (down from 3.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Aug 24Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 21st of October...お知らせ • Aug 23Arclands Corporation to Report Q2, 2026 Results on Oct 03, 2025Arclands Corporation announced that they will report Q2, 2026 results on Oct 03, 2025Upcoming Dividend • Aug 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 21 October 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).分析記事 • Jul 16Arclands (TSE:9842) Is Due To Pay A Dividend Of ¥20.00Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the 21st of October...Reported Earnings • Jul 03First quarter 2026 earnings released: EPS: JP¥46.31 (vs JP¥49.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥46.31 (down from JP¥49.89 in 1Q 2025). Revenue: JP¥85.5b (up 2.9% from 1Q 2025). Net income: JP¥2.89b (down 7.2% from 1Q 2025). Profit margin: 3.4% (down from 3.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Jul 02Arclands' (TSE:9842) Dividend Will Be ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 21st of October. This...お知らせ • Jul 02+ 1 more updateArclands Corporation Provides Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending February, 2026Arclands Corporation provided dividend guidance for the second quarter-end and year-end of the fiscal year ending February, 2026. For the second quarter-end of the fiscal year ending February 28, 2025, the company expects to pay a dividend of JPY 20.00 per share against JPY 20.00 per share paid a year ago. For the year-end of fiscal year ending February 28, 2025, the company expects to pay a dividend of JPY 20.00 per share against JPY 20.00 per share paid a year ago.分析記事 • Jun 18Arclands' (TSE:9842) Dividend Will Be ¥20.00Arclands Corporation ( TSE:9842 ) will pay a dividend of ¥20.00 on the 21st of October. This makes the dividend yield...Declared Dividend • Jun 18Final dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 21st October 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 07Arclands Corporation (TSE:9842) completed the acquisition of Pets First Holdings Co., Ltd. from Nobumasa Masamune.Arclands Corporation (TSE:9842) intends to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 27, 2025. Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 28, 2025 A cash consideration will be paid by Arclands Corporation for 1,000 shares. As of October 31, 2024, Pets First Holdings Co., Ltd. reported total assets of ¥9.37 billion and total common equity of ¥2.3 billion. Arclands Corporation (TSE:9842) completed the acquisition of Pets First Holdings Co., Ltd. from Nobumasa Masamune on June 6, 2025.Reported Earnings • Jun 04Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163. Revenue: JP¥331.0b (up 1.9% from FY 2024). Net income: JP¥10.1b (up 11% from FY 2024). Profit margin: 3.1% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan.お知らせ • May 24Arclands Corporation to Report Q1, 2026 Results on Jul 01, 2025Arclands Corporation announced that they will report Q1, 2026 results on Jul 01, 2025Price Target Changed • May 22Price target increased by 13% to JP¥1,700Up from JP¥1,500, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,739. Stock is down 7.0% over the past year. The company is forecast to post earnings per share of JP¥194 for next year compared to JP¥163 last year.お知らせ • Apr 15Arclands Corporation Proposes Dividend for the Fiscal Year Ending February 28, 2025, Payable on May 30, 2025Arclands Corporation proposed dividend for the fiscal year ending February 28,2025, payable on May 30, 2025. For the year, the company announced dividend of JPY 20.00 per share compare to JPY 20.00 per share a year ago. .Reported Earnings • Apr 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163. Revenue: JP¥331.0b (up 1.9% from FY 2024). Net income: JP¥10.1b (up 11% from FY 2024). Profit margin: 3.1% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is expected to decline by 2.4% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.7%.お知らせ • Apr 11Arclands Corporation, Annual General Meeting, May 29, 2025Arclands Corporation, Annual General Meeting, May 29, 2025.分析記事 • Apr 08Arclands Corporation (TSE:9842) Doing What It Can To Lift SharesWith a median price-to-earnings (or "P/E") ratio of close to 11x in Japan, you could be forgiven for feeling...Price Target Changed • Mar 12Price target decreased by 12% to JP¥1,500Down from JP¥1,700, the current price target is provided by 1 analyst. New target price is 8.6% below last closing price of JP¥1,641. Stock is down 2.5% over the past year. The company is forecast to post earnings per share of JP¥204 for next year compared to JP¥177 last year.お知らせ • Feb 28Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune.Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 27, 2025. A cash consideration will be paid by Arclands Corporation for 1,000 shares. As of October 31, 2024, Pets First Holdings Co., Ltd. reported total assets of ¥9.37 billion and total common equity of ¥2.3 billion.お知らせ • Feb 25Arclands Corporation to Report Fiscal Year 2025 Results on Apr 11, 2025Arclands Corporation announced that they will report fiscal year 2025 results on Apr 11, 2025Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 26 May 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).Price Target Changed • Jan 22Price target decreased by 11% to JP¥1,600Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 5.4% below last closing price of JP¥1,692. Stock is down 0.1% over the past year. The company is forecast to post earnings per share of JP¥207 for next year compared to JP¥177 last year.New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jan 08Third quarter 2025 earnings released: EPS: JP¥55.62 (vs JP¥32.19 in 3Q 2024)Third quarter 2025 results: EPS: JP¥55.62 (up from JP¥32.19 in 3Q 2024). Revenue: JP¥82.6b (up 2.1% from 3Q 2024). Net income: JP¥3.47b (up 73% from 3Q 2024). Profit margin: 4.2% (up from 2.5% in 3Q 2024). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 39% 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 • Nov 26Arclands Corporation to Report Q3, 2025 Results on Jan 07, 2025Arclands Corporation announced that they will report Q3, 2025 results on Jan 07, 2025Declared Dividend • Oct 22First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th February 2025 Payment date: 26th May 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 09Second quarter 2025 earnings released: EPS: JP¥50.88 (vs JP¥64.55 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.88. Revenue: JP¥83.3b (flat on 2Q 2024). Net income: JP¥3.17b (up 21% from 2Q 2024). Profit margin: 3.8% (up from 3.1% in 2Q 2024). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.9%.Declared Dividend • Oct 07Dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th February 2025 Payment date: 26th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (294% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 23 October 2024. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Aug 14Arclands Corporation to Report Q2, 2025 Results on Oct 04, 2024Arclands Corporation announced that they will report Q2, 2025 results on Oct 04, 2024Reported Earnings • Jul 07First quarter 2025 earnings released: EPS: JP¥49.89 (vs JP¥108 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.89 (down from JP¥108 in 1Q 2024). Revenue: JP¥83.1b (up 1.7% from 1Q 2024). Net income: JP¥3.11b (down 29% from 1Q 2024). Profit margin: 3.7% (down from 5.4% in 1Q 2024). Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • Jun 17Arclands (TSE:9842) Will Pay A Dividend Of ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the...Declared Dividend • Jun 06Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 23rd October 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (20% earnings payout ratio) but not covered by cash flows (294% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥177 (down from JP¥238 in FY 2023). Revenue: JP¥324.9b (flat on FY 2023). Net income: JP¥9.13b (down 5.6% from FY 2023). Profit margin: 2.8% (down from 3.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to stay flat during the next 3 years compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • May 29Arclands Corporation to Report Q1, 2025 Results on Jul 05, 2024Arclands Corporation announced that they will report Q1, 2025 results on Jul 05, 2024Price Target Changed • May 17Price target increased by 13% to JP¥1,800Up from JP¥1,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,864. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥172 last year.Major Estimate Revision • May 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥188 to JP¥210. Revenue forecast steady at JP¥314.3b. Net income forecast to grow 44% next year vs 16% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,600 to JP¥1,800. Share price fell 3.5% to JP¥1,864 over the past week.Reported Earnings • Apr 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥172 (down from JP¥238 in FY 2023). Revenue: JP¥324.9b (flat on FY 2023). Net income: JP¥9.13b (down 5.6% from FY 2023). Profit margin: 2.8% (down from 3.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 18% 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 • Apr 14Arclands Corporation, Annual General Meeting, May 23, 2024Arclands Corporation, Annual General Meeting, May 23, 2024.分析記事 • Feb 28Arclands (TSE:9842) Is Paying Out A Dividend Of ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the...お知らせ • Feb 24Arclands Corporation to Report Fiscal Year 2024 Results on Apr 12, 2024Arclands Corporation announced that they will report fiscal year 2024 results on Apr 12, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥32.19 (vs JP¥48.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.19. Revenue: JP¥80.9b (flat on 3Q 2023). Net income: JP¥2.01b (up 2.5% from 3Q 2023). Profit margin: 2.5% (up from 2.4% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Specialty Retail industry in Japan.お知らせ • Nov 24Arclands Corporation to Report Q3, 2024 Results on Jan 12, 2024Arclands Corporation announced that they will report Q3, 2024 results on Jan 12, 2024Major Estimate Revision • Oct 13Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥220 to JP¥192. Revenue forecast unchanged from JP¥313.8b at last update. Net income forecast to grow 19% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,600 unchanged from last update. Share price was steady at JP¥1,499 over the past week.Reported Earnings • Oct 07Second quarter 2024 earnings released: EPS: JP¥64.55 (vs JP¥85.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥64.55 (down from JP¥85.49 in 2Q 2023). Revenue: JP¥83.7b (flat on 2Q 2023). Net income: JP¥2.62b (down 25% from 2Q 2023). Profit margin: 3.1% (down from 4.1% in 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 24 October 2023. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).お知らせ • Aug 19Arclands Corporation to Report Q2, 2024 Results on Oct 06, 2023Arclands Corporation announced that they will report Q2, 2024 results on Oct 06, 2023Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥108 (vs JP¥96.98 in 1Q 2023)First quarter 2024 results: EPS: JP¥108 (up from JP¥96.98 in 1Q 2023). Revenue: JP¥81.7b (down 1.3% from 1Q 2023). Net income: JP¥4.39b (up 12% from 1Q 2023). Profit margin: 5.4% (up from 4.8% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jul 14Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥240 to JP¥215 per share. Revenue forecast steady at JP¥313.8b. Net income forecast to grow 14% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.1% to JP¥1,585 over the past week.Reported Earnings • May 30Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥238 (down from JP¥385 in FY 2022). Revenue: JP¥327.2b (down 4.4% from FY 2022). Net income: JP¥9.66b (down 38% from FY 2022). Profit margin: 3.0% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to stay flat during the next 3 years compared to a 6.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • May 28Arclands Corporation to Report Q1, 2024 Results on Jul 11, 2023Arclands Corporation announced that they will report Q1, 2024 results on Jul 11, 2023Major Estimate Revision • May 02Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥322.3b to JP¥316.5b. EPS estimate also fell from JP¥253 per share to JP¥225 per share. Net income forecast to grow 21% next year vs 3.7% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,800 to JP¥1,500. Share price was steady at JP¥1,500 over the past week.Price Target Changed • May 01Price target decreased by 21% to JP¥1,500Down from JP¥1,900, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,534. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of JP¥225 for next year compared to JP¥238 last year.Reported Earnings • Apr 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥238 (down from JP¥385 in FY 2022). Revenue: JP¥327.2b (down 4.4% from FY 2022). Net income: JP¥9.66b (down 38% from FY 2022). Profit margin: 3.0% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Price Target Changed • Jan 19Price target decreased to JP¥1,800Down from JP¥2,000, the current price target is provided by 1 analyst. New target price is 28% above last closing price of JP¥1,402. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of JP¥233 for next year compared to JP¥385 last year.Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥48.33 (vs JP¥74.86 in 3Q 2022)Third quarter 2023 results: EPS: JP¥48.33 (down from JP¥74.86 in 3Q 2022). Revenue: JP¥80.6b (down 7.7% from 3Q 2022). Net income: JP¥1.96b (down 35% from 3Q 2022). Profit margin: 2.4% (down from 3.5% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 24Arclands Corporation to Report Q3, 2023 Results on Jan 13, 2023Arclands Corporation announced that they will report Q3, 2023 results on Jan 13, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (10 non-independent directors). External Director Koichi Ohmuro was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,712, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,419 per share.お知らせ • Oct 05City Index Eleventh Fund acquired a 5.06% stake in Arclands Corporation (TSE:9842).City Index Eleventh Fund acquired a 5.06% stake in Arclands Corporation (TSE:9842) on October 4, 2022. City Index Eleventh Fund completed the acquisition of 5.06% stake in Arclands Corporation (TSE:9842) on October 4, 2022.Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: JP¥85.48 (vs JP¥280 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.48 (down from JP¥280 in 2Q 2022). Revenue: JP¥83.8b (down 2.7% from 2Q 2022). Net income: JP¥3.47b (down 70% from 2Q 2022). Profit margin: 4.1% (down from 13% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 11 October 2022. Payout ratio is a comfortable 7.2% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Aug 19Arcland Sakamoto Co.,Ltd. to Report Q2, 2023 Results on Oct 03, 2022Arcland Sakamoto Co.,Ltd. announced that they will report Q2, 2023 results on Oct 03, 2022Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥96.97 (vs JP¥63.52 in 1Q 2022)First quarter 2023 results: EPS: JP¥96.97 (up from JP¥63.52 in 1Q 2022). Revenue: JP¥82.8b (up 2.0% from 1Q 2022). Net income: JP¥3.93b (up 53% from 1Q 2022). Profit margin: 4.8% (up from 3.2% in 1Q 2022). Over the next year, revenue is expected to shrink by 3.6% compared to a 7.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 01Full year 2022 earnings: Revenues in line with analyst expectationsFull year 2022 results: Revenue: JP¥342.3b (up 87% from FY 2021). Net income: JP¥15.6b (up 79% from FY 2021). Profit margin: 4.6% (down from 4.8% in FY 2021). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 3.4% compared to a 7.6% growth forecast for the retail industry in Japan.お知らせ • May 27Arcland Sakamoto Co.,Ltd. to Report Q1, 2023 Results on Jul 04, 2022Arcland Sakamoto Co.,Ltd. announced that they will report Q1, 2023 results on Jul 04, 2022Price Target Changed • Apr 27Price target increased to JP¥1,900Up from JP¥1,700, the current price target is an average from 2 analysts. New target price is 27% above last closing price of JP¥1,493. Stock is down 1.8% over the past year. The company is forecast to post earnings per share of JP¥277 for next year compared to JP¥385 last year.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (10 non-independent directors). External Director Koichi Ohmuro was the last director to join the board, commencing their role in 2016. 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 13Arcland Sakamoto Co.,Ltd., Annual General Meeting, May 26, 2022Arcland Sakamoto Co.,Ltd., Annual General Meeting, May 26, 2022.Reported Earnings • Apr 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥385 (up from JP¥215 in FY 2021). Revenue: JP¥342.3b (up 87% from FY 2021). Net income: JP¥15.6b (up 79% from FY 2021). Profit margin: 4.6% (down from 4.8% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to stay flat compared to a 6.4% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 24Arcland Sakamoto Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 11, 2022Arcland Sakamoto Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 11, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 6.3% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 22Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥74.85 (up from JP¥41.42 in 3Q 2021). Revenue: JP¥87.4b (up 172% from 3Q 2021). Net income: JP¥3.04b (up 81% from 3Q 2021). Profit margin: 3.5% (down from 5.2% in 3Q 2021). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Dec 22Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥74.85 (up from JP¥41.42 in 3Q 2021). Revenue: JP¥87.4b (up 172% from 3Q 2021). Net income: JP¥3.04b (up 81% from 3Q 2021). Profit margin: 3.5% (down from 5.2% in 3Q 2021). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Price Target Changed • Oct 12Price target increased to JP¥1,900Up from JP¥1,700, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥1,686. Stock is down 26% over the past year.Reported Earnings • Sep 22Second quarter 2022 earnings released: EPS JP¥280 (vs JP¥59.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥86.1b (up 164% from 2Q 2021). Net income: JP¥11.4b (up 373% from 2Q 2021). Profit margin: 13% (up from 7.4% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,796, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Specialty Retail industry in Japan. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥961 per share.Upcoming Dividend • Aug 12Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 12 October 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Price Target Changed • Jun 30Price target decreased to JP¥1,700Down from JP¥1,870, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥1,517. Stock is down 17% over the past year.Major Estimate Revision • Jun 29Consensus EPS estimates increase to JP¥471The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥338.0b to JP¥365.0b. EPS estimate increased from JP¥303 to JP¥471 per share. Net income forecast to grow 40% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price rose 6.6% to JP¥1,599 over the past week.Reported Earnings • Jun 24First quarter 2022 earnings released: EPS JP¥63.52 (vs JP¥57.25 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥81.1b (up 151% from 1Q 2021). Net income: JP¥2.58b (up 11% from 1Q 2021). Profit margin: 3.2% (down from 7.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 30Full year 2021 earnings released: EPS JP¥215 (vs JP¥119 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥183.6b (up 63% from FY 2020). Net income: JP¥8.73b (up 80% from FY 2020). Profit margin: 4.8% (up from 4.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 16New 90-day high: JP¥1,785The company is up 2.0% from a price of JP¥1,754 on 16 December 2020. Underperformed the Japanese market, which is up 10.0% over the last 90 days. Lagged the Specialty Retail industry, which is up 7.0% over the same period.お知らせ • Feb 27Arcland Sakamoto Co.,Ltd. to Report Fiscal Year 2021 Results on Mar 29, 2021Arcland Sakamoto Co.,Ltd. announced that they will report fiscal year 2021 results on Mar 29, 2021株主還元9842JP Specialty RetailJP 市場7D3.2%2.6%-0.5%1Y8.0%29.3%41.3%株主還元を見る業界別リターン: 9842過去 1 年間で29.3 % 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: 9842は、過去 1 年間で41.3 % のリターンを上げたJP市場を下回りました。価格変動Is 9842's price volatile compared to industry and market?9842 volatility9842 Average Weekly Movement3.5%Specialty Retail Industry Average Movement4.1%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 9842 、 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: 9842の 週次ボラティリティ ( 4% ) 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19703,762Haruhiko Sakamotowww.arclands.co.jpアークランズ株式会社は日本で小売業を営んでいる。ホームセンター「ホームセンタームサシ」「ビバホーム」、プロショップ「ムサシプロ」「ビバホームプロ」、スーパーマーケット「むさし食品館」、ペットショップ「ニコペット」、アート・クラフト事業「アークオアシス」「VC'S」を展開。また、「かつや」「からやま」ブランドによる外食事業、「アークランドさかもと」ブランドによる卸売事業、「アークホーム」ブランドによる住宅リフォーム事業、「JOYFIT」「FIT365」ブランドによるフィットネス事業、「アークランズオンライン」「ビバホームオンライン」「アークオアシスオンライン」「ドッグハウスホール」ブランドによるEコマース事業、店舗開発・テナント契約などの不動産事業も手掛けている。旧社名は株式会社アークランドサカモトで、2022年9月に株式会社アークランズに商号変更した。アークランドコーポレーションは1970年に設立され、三条市に本社を置く。もっと見るArclands Corporation 基礎のまとめArclands の収益と売上を時価総額と比較するとどうか。9842 基礎統計学時価総額JP¥116.03b収益（TTM）JP¥8.09b売上高(TTM)JP¥341.14b14.5xPER（株価収益率0.3xP/Sレシオ9842 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9842 損益計算書（TTM）収益JP¥341.14b売上原価JP¥211.16b売上総利益JP¥129.98bその他の費用JP¥121.89b収益JP¥8.09b直近の収益報告Feb 28, 2026次回決算日該当なし一株当たり利益（EPS）128.74グロス・マージン38.10%純利益率2.37%有利子負債／自己資本比率72.2%9842 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2.1%現在の配当利回り31%配当性向9842 配当は確実ですか？9842 配当履歴とベンチマークを見る9842 、いつまでに購入すれば配当金を受け取れますか？Arclands 配当日配当落ち日Feb 26 2026配当支払日May 29 2026配当落ちまでの日数85 days配当支払日までの日数7 days9842 配当は確実ですか？9842 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 09:52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Arclands Corporation 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。3 アナリスト機関Fumihiko ShimizuDaiwa Securities Co. Ltd.Takashi YanahiraIchiyoshi Research Institute Inc.Hiroshi KobaMorgan Stanley
Reported Earnings • Apr 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥129 (down from JP¥163 in FY 2025). Revenue: JP¥357.2b (up 7.9% from FY 2025). Net income: JP¥8.09b (down 20% from FY 2025). Profit margin: 2.3% (down from 3.1% 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 25%. Revenue is expected to decline by 1.0% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 8.2%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Apr 14Arclands Corporation, Annual General Meeting, May 28, 2026Arclands Corporation, Annual General Meeting, May 28, 2026.
お知らせ • Apr 07Arclands Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026Arclands Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥1,904. The fair value is estimated to be JP¥2,382, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to decline by 0.06% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.
Reported Earnings • Jan 07Third quarter 2026 earnings released: EPS: JP¥22.21 (vs JP¥55.62 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.21 (down from JP¥55.62 in 3Q 2025). Revenue: JP¥89.5b (up 8.4% from 3Q 2025). Net income: JP¥1.39b (down 60% from 3Q 2025). Profit margin: 1.6% (down from 4.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥129 (down from JP¥163 in FY 2025). Revenue: JP¥357.2b (up 7.9% from FY 2025). Net income: JP¥8.09b (down 20% from FY 2025). Profit margin: 2.3% (down from 3.1% 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 25%. Revenue is expected to decline by 1.0% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 8.2%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Apr 14Arclands Corporation, Annual General Meeting, May 28, 2026Arclands Corporation, Annual General Meeting, May 28, 2026.
お知らせ • Apr 07Arclands Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026Arclands Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥1,904. The fair value is estimated to be JP¥2,382, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to decline by 0.06% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.
Reported Earnings • Jan 07Third quarter 2026 earnings released: EPS: JP¥22.21 (vs JP¥55.62 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.21 (down from JP¥55.62 in 3Q 2025). Revenue: JP¥89.5b (up 8.4% from 3Q 2025). Net income: JP¥1.39b (down 60% from 3Q 2025). Profit margin: 1.6% (down from 4.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
分析記事 • Jan 06Arclands (TSE:9842) Has Announced A Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. This...
お知らせ • Jan 06Arclands Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026Arclands Corporation revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects net sales of JPY 342,500 million, operating profit of JPY 14,500 million, profit attributable to owners of parent of JPY 8,000 million, basic earnings per share of JPY 127.98 per share against previous guidance of net sales of JPY 335,000 million, operating profit of JPY 19,300 million, profit attributable to owners of parent of JPY 11,600 million, basic earnings per share of JPY 186.19 per share. Housing-related (retail, wholesale, and real estate) financial results for the nine months ended November 30, 2025 were positively affected by the front-loaded consolidation of Pets First Holdings Co. Ltd. and the opening of new Lopia (franchise) stores in the retail business. The food service business also performed well thanks to fair menus and campaigns in addition to opening of new restaurants. As a result, consolidated net sales are expected to exceed the forecast. Meanwhile, on the profit front, despite efforts to reduce expenses through the digitization of sales promotions and streamlining of logistics in the housing-related sector, these efforts were not sufficient to absorb the impact of upward pressure on costs, such as new store opening costs, personnel expenses, utilities expenses, and rents. In the food service business as well, the gross profit margin declined due to a higher-than-expected cost of sales ratio mainly caused by higher rice prices, resulting in sluggish growth in consolidated operating profit, ordinary profit, and profit attributable to owners of parent. Since the above trend is expected to continue in the third quarter and beyond, and financial results are expected to be lower than the previous forecasts, the Company has revised the forecast value for each item as shown above.
分析記事 • Nov 25Arclands' (TSE:9842) Dividend Will Be ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the 1st...
お知らせ • Nov 25Arclands Corporation to Report Q3, 2026 Results on Jan 06, 2026Arclands Corporation announced that they will report Q3, 2026 results on Jan 06, 2026
分析記事 • Oct 27Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. The...
Declared Dividend • Oct 21First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 04Second quarter 2026 earnings released: EPS: JP¥44.87 (vs JP¥50.88 in 2Q 2025)Second quarter 2026 results: EPS: JP¥44.87 (down from JP¥50.88 in 2Q 2025). Revenue: JP¥93.2b (up 12% from 2Q 2025). Net income: JP¥2.80b (down 12% from 2Q 2025). Profit margin: 3.0% (down from 3.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Aug 24Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 21st of October...
お知らせ • Aug 23Arclands Corporation to Report Q2, 2026 Results on Oct 03, 2025Arclands Corporation announced that they will report Q2, 2026 results on Oct 03, 2025
Upcoming Dividend • Aug 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 21 October 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
分析記事 • Jul 16Arclands (TSE:9842) Is Due To Pay A Dividend Of ¥20.00Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the 21st of October...
Reported Earnings • Jul 03First quarter 2026 earnings released: EPS: JP¥46.31 (vs JP¥49.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥46.31 (down from JP¥49.89 in 1Q 2025). Revenue: JP¥85.5b (up 2.9% from 1Q 2025). Net income: JP¥2.89b (down 7.2% from 1Q 2025). Profit margin: 3.4% (down from 3.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Jul 02Arclands' (TSE:9842) Dividend Will Be ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 21st of October. This...
お知らせ • Jul 02+ 1 more updateArclands Corporation Provides Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending February, 2026Arclands Corporation provided dividend guidance for the second quarter-end and year-end of the fiscal year ending February, 2026. For the second quarter-end of the fiscal year ending February 28, 2025, the company expects to pay a dividend of JPY 20.00 per share against JPY 20.00 per share paid a year ago. For the year-end of fiscal year ending February 28, 2025, the company expects to pay a dividend of JPY 20.00 per share against JPY 20.00 per share paid a year ago.
分析記事 • Jun 18Arclands' (TSE:9842) Dividend Will Be ¥20.00Arclands Corporation ( TSE:9842 ) will pay a dividend of ¥20.00 on the 21st of October. This makes the dividend yield...
Declared Dividend • Jun 18Final dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 21st October 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 07Arclands Corporation (TSE:9842) completed the acquisition of Pets First Holdings Co., Ltd. from Nobumasa Masamune.Arclands Corporation (TSE:9842) intends to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 27, 2025. Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 28, 2025 A cash consideration will be paid by Arclands Corporation for 1,000 shares. As of October 31, 2024, Pets First Holdings Co., Ltd. reported total assets of ¥9.37 billion and total common equity of ¥2.3 billion. Arclands Corporation (TSE:9842) completed the acquisition of Pets First Holdings Co., Ltd. from Nobumasa Masamune on June 6, 2025.
Reported Earnings • Jun 04Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163. Revenue: JP¥331.0b (up 1.9% from FY 2024). Net income: JP¥10.1b (up 11% from FY 2024). Profit margin: 3.1% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan.
お知らせ • May 24Arclands Corporation to Report Q1, 2026 Results on Jul 01, 2025Arclands Corporation announced that they will report Q1, 2026 results on Jul 01, 2025
Price Target Changed • May 22Price target increased by 13% to JP¥1,700Up from JP¥1,500, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,739. Stock is down 7.0% over the past year. The company is forecast to post earnings per share of JP¥194 for next year compared to JP¥163 last year.
お知らせ • Apr 15Arclands Corporation Proposes Dividend for the Fiscal Year Ending February 28, 2025, Payable on May 30, 2025Arclands Corporation proposed dividend for the fiscal year ending February 28,2025, payable on May 30, 2025. For the year, the company announced dividend of JPY 20.00 per share compare to JPY 20.00 per share a year ago. .
Reported Earnings • Apr 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163. Revenue: JP¥331.0b (up 1.9% from FY 2024). Net income: JP¥10.1b (up 11% from FY 2024). Profit margin: 3.1% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is expected to decline by 2.4% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.7%.
お知らせ • Apr 11Arclands Corporation, Annual General Meeting, May 29, 2025Arclands Corporation, Annual General Meeting, May 29, 2025.
分析記事 • Apr 08Arclands Corporation (TSE:9842) Doing What It Can To Lift SharesWith a median price-to-earnings (or "P/E") ratio of close to 11x in Japan, you could be forgiven for feeling...
Price Target Changed • Mar 12Price target decreased by 12% to JP¥1,500Down from JP¥1,700, the current price target is provided by 1 analyst. New target price is 8.6% below last closing price of JP¥1,641. Stock is down 2.5% over the past year. The company is forecast to post earnings per share of JP¥204 for next year compared to JP¥177 last year.
お知らせ • Feb 28Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune.Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 27, 2025. A cash consideration will be paid by Arclands Corporation for 1,000 shares. As of October 31, 2024, Pets First Holdings Co., Ltd. reported total assets of ¥9.37 billion and total common equity of ¥2.3 billion.
お知らせ • Feb 25Arclands Corporation to Report Fiscal Year 2025 Results on Apr 11, 2025Arclands Corporation announced that they will report fiscal year 2025 results on Apr 11, 2025
Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 26 May 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Price Target Changed • Jan 22Price target decreased by 11% to JP¥1,600Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 5.4% below last closing price of JP¥1,692. Stock is down 0.1% over the past year. The company is forecast to post earnings per share of JP¥207 for next year compared to JP¥177 last year.
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jan 08Third quarter 2025 earnings released: EPS: JP¥55.62 (vs JP¥32.19 in 3Q 2024)Third quarter 2025 results: EPS: JP¥55.62 (up from JP¥32.19 in 3Q 2024). Revenue: JP¥82.6b (up 2.1% from 3Q 2024). Net income: JP¥3.47b (up 73% from 3Q 2024). Profit margin: 4.2% (up from 2.5% in 3Q 2024). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 39% 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 • Nov 26Arclands Corporation to Report Q3, 2025 Results on Jan 07, 2025Arclands Corporation announced that they will report Q3, 2025 results on Jan 07, 2025
Declared Dividend • Oct 22First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th February 2025 Payment date: 26th May 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 09Second quarter 2025 earnings released: EPS: JP¥50.88 (vs JP¥64.55 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.88. Revenue: JP¥83.3b (flat on 2Q 2024). Net income: JP¥3.17b (up 21% from 2Q 2024). Profit margin: 3.8% (up from 3.1% in 2Q 2024). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.9%.
Declared Dividend • Oct 07Dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th February 2025 Payment date: 26th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (294% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 23 October 2024. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Aug 14Arclands Corporation to Report Q2, 2025 Results on Oct 04, 2024Arclands Corporation announced that they will report Q2, 2025 results on Oct 04, 2024
Reported Earnings • Jul 07First quarter 2025 earnings released: EPS: JP¥49.89 (vs JP¥108 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.89 (down from JP¥108 in 1Q 2024). Revenue: JP¥83.1b (up 1.7% from 1Q 2024). Net income: JP¥3.11b (down 29% from 1Q 2024). Profit margin: 3.7% (down from 5.4% in 1Q 2024). Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • Jun 17Arclands (TSE:9842) Will Pay A Dividend Of ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the...
Declared Dividend • Jun 06Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 23rd October 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (20% earnings payout ratio) but not covered by cash flows (294% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥177 (down from JP¥238 in FY 2023). Revenue: JP¥324.9b (flat on FY 2023). Net income: JP¥9.13b (down 5.6% from FY 2023). Profit margin: 2.8% (down from 3.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to stay flat during the next 3 years compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • May 29Arclands Corporation to Report Q1, 2025 Results on Jul 05, 2024Arclands Corporation announced that they will report Q1, 2025 results on Jul 05, 2024
Price Target Changed • May 17Price target increased by 13% to JP¥1,800Up from JP¥1,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,864. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥172 last year.
Major Estimate Revision • May 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥188 to JP¥210. Revenue forecast steady at JP¥314.3b. Net income forecast to grow 44% next year vs 16% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,600 to JP¥1,800. Share price fell 3.5% to JP¥1,864 over the past week.
Reported Earnings • Apr 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥172 (down from JP¥238 in FY 2023). Revenue: JP¥324.9b (flat on FY 2023). Net income: JP¥9.13b (down 5.6% from FY 2023). Profit margin: 2.8% (down from 3.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 18% 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 • Apr 14Arclands Corporation, Annual General Meeting, May 23, 2024Arclands Corporation, Annual General Meeting, May 23, 2024.
分析記事 • Feb 28Arclands (TSE:9842) Is Paying Out A Dividend Of ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the...
お知らせ • Feb 24Arclands Corporation to Report Fiscal Year 2024 Results on Apr 12, 2024Arclands Corporation announced that they will report fiscal year 2024 results on Apr 12, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥32.19 (vs JP¥48.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.19. Revenue: JP¥80.9b (flat on 3Q 2023). Net income: JP¥2.01b (up 2.5% from 3Q 2023). Profit margin: 2.5% (up from 2.4% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Specialty Retail industry in Japan.
お知らせ • Nov 24Arclands Corporation to Report Q3, 2024 Results on Jan 12, 2024Arclands Corporation announced that they will report Q3, 2024 results on Jan 12, 2024
Major Estimate Revision • Oct 13Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥220 to JP¥192. Revenue forecast unchanged from JP¥313.8b at last update. Net income forecast to grow 19% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,600 unchanged from last update. Share price was steady at JP¥1,499 over the past week.
Reported Earnings • Oct 07Second quarter 2024 earnings released: EPS: JP¥64.55 (vs JP¥85.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥64.55 (down from JP¥85.49 in 2Q 2023). Revenue: JP¥83.7b (flat on 2Q 2023). Net income: JP¥2.62b (down 25% from 2Q 2023). Profit margin: 3.1% (down from 4.1% in 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 24 October 2023. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).
お知らせ • Aug 19Arclands Corporation to Report Q2, 2024 Results on Oct 06, 2023Arclands Corporation announced that they will report Q2, 2024 results on Oct 06, 2023
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥108 (vs JP¥96.98 in 1Q 2023)First quarter 2024 results: EPS: JP¥108 (up from JP¥96.98 in 1Q 2023). Revenue: JP¥81.7b (down 1.3% from 1Q 2023). Net income: JP¥4.39b (up 12% from 1Q 2023). Profit margin: 5.4% (up from 4.8% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jul 14Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥240 to JP¥215 per share. Revenue forecast steady at JP¥313.8b. Net income forecast to grow 14% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.1% to JP¥1,585 over the past week.
Reported Earnings • May 30Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥238 (down from JP¥385 in FY 2022). Revenue: JP¥327.2b (down 4.4% from FY 2022). Net income: JP¥9.66b (down 38% from FY 2022). Profit margin: 3.0% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to stay flat during the next 3 years compared to a 6.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 28Arclands Corporation to Report Q1, 2024 Results on Jul 11, 2023Arclands Corporation announced that they will report Q1, 2024 results on Jul 11, 2023
Major Estimate Revision • May 02Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥322.3b to JP¥316.5b. EPS estimate also fell from JP¥253 per share to JP¥225 per share. Net income forecast to grow 21% next year vs 3.7% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,800 to JP¥1,500. Share price was steady at JP¥1,500 over the past week.
Price Target Changed • May 01Price target decreased by 21% to JP¥1,500Down from JP¥1,900, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,534. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of JP¥225 for next year compared to JP¥238 last year.
Reported Earnings • Apr 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥238 (down from JP¥385 in FY 2022). Revenue: JP¥327.2b (down 4.4% from FY 2022). Net income: JP¥9.66b (down 38% from FY 2022). Profit margin: 3.0% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Price Target Changed • Jan 19Price target decreased to JP¥1,800Down from JP¥2,000, the current price target is provided by 1 analyst. New target price is 28% above last closing price of JP¥1,402. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of JP¥233 for next year compared to JP¥385 last year.
Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥48.33 (vs JP¥74.86 in 3Q 2022)Third quarter 2023 results: EPS: JP¥48.33 (down from JP¥74.86 in 3Q 2022). Revenue: JP¥80.6b (down 7.7% from 3Q 2022). Net income: JP¥1.96b (down 35% from 3Q 2022). Profit margin: 2.4% (down from 3.5% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 24Arclands Corporation to Report Q3, 2023 Results on Jan 13, 2023Arclands Corporation announced that they will report Q3, 2023 results on Jan 13, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (10 non-independent directors). External Director Koichi Ohmuro was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,712, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,419 per share.
お知らせ • Oct 05City Index Eleventh Fund acquired a 5.06% stake in Arclands Corporation (TSE:9842).City Index Eleventh Fund acquired a 5.06% stake in Arclands Corporation (TSE:9842) on October 4, 2022. City Index Eleventh Fund completed the acquisition of 5.06% stake in Arclands Corporation (TSE:9842) on October 4, 2022.
Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: JP¥85.48 (vs JP¥280 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.48 (down from JP¥280 in 2Q 2022). Revenue: JP¥83.8b (down 2.7% from 2Q 2022). Net income: JP¥3.47b (down 70% from 2Q 2022). Profit margin: 4.1% (down from 13% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 11 October 2022. Payout ratio is a comfortable 7.2% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Aug 19Arcland Sakamoto Co.,Ltd. to Report Q2, 2023 Results on Oct 03, 2022Arcland Sakamoto Co.,Ltd. announced that they will report Q2, 2023 results on Oct 03, 2022
Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥96.97 (vs JP¥63.52 in 1Q 2022)First quarter 2023 results: EPS: JP¥96.97 (up from JP¥63.52 in 1Q 2022). Revenue: JP¥82.8b (up 2.0% from 1Q 2022). Net income: JP¥3.93b (up 53% from 1Q 2022). Profit margin: 4.8% (up from 3.2% in 1Q 2022). Over the next year, revenue is expected to shrink by 3.6% compared to a 7.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 01Full year 2022 earnings: Revenues in line with analyst expectationsFull year 2022 results: Revenue: JP¥342.3b (up 87% from FY 2021). Net income: JP¥15.6b (up 79% from FY 2021). Profit margin: 4.6% (down from 4.8% in FY 2021). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 3.4% compared to a 7.6% growth forecast for the retail industry in Japan.
お知らせ • May 27Arcland Sakamoto Co.,Ltd. to Report Q1, 2023 Results on Jul 04, 2022Arcland Sakamoto Co.,Ltd. announced that they will report Q1, 2023 results on Jul 04, 2022
Price Target Changed • Apr 27Price target increased to JP¥1,900Up from JP¥1,700, the current price target is an average from 2 analysts. New target price is 27% above last closing price of JP¥1,493. Stock is down 1.8% over the past year. The company is forecast to post earnings per share of JP¥277 for next year compared to JP¥385 last year.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (10 non-independent directors). External Director Koichi Ohmuro was the last director to join the board, commencing their role in 2016. 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 13Arcland Sakamoto Co.,Ltd., Annual General Meeting, May 26, 2022Arcland Sakamoto Co.,Ltd., Annual General Meeting, May 26, 2022.
Reported Earnings • Apr 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥385 (up from JP¥215 in FY 2021). Revenue: JP¥342.3b (up 87% from FY 2021). Net income: JP¥15.6b (up 79% from FY 2021). Profit margin: 4.6% (down from 4.8% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to stay flat compared to a 6.4% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 24Arcland Sakamoto Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 11, 2022Arcland Sakamoto Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 11, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 6.3% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 22Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥74.85 (up from JP¥41.42 in 3Q 2021). Revenue: JP¥87.4b (up 172% from 3Q 2021). Net income: JP¥3.04b (up 81% from 3Q 2021). Profit margin: 3.5% (down from 5.2% in 3Q 2021). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Dec 22Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥74.85 (up from JP¥41.42 in 3Q 2021). Revenue: JP¥87.4b (up 172% from 3Q 2021). Net income: JP¥3.04b (up 81% from 3Q 2021). Profit margin: 3.5% (down from 5.2% in 3Q 2021). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Oct 12Price target increased to JP¥1,900Up from JP¥1,700, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥1,686. Stock is down 26% over the past year.
Reported Earnings • Sep 22Second quarter 2022 earnings released: EPS JP¥280 (vs JP¥59.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥86.1b (up 164% from 2Q 2021). Net income: JP¥11.4b (up 373% from 2Q 2021). Profit margin: 13% (up from 7.4% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,796, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Specialty Retail industry in Japan. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥961 per share.
Upcoming Dividend • Aug 12Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 12 October 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Price Target Changed • Jun 30Price target decreased to JP¥1,700Down from JP¥1,870, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥1,517. Stock is down 17% over the past year.
Major Estimate Revision • Jun 29Consensus EPS estimates increase to JP¥471The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥338.0b to JP¥365.0b. EPS estimate increased from JP¥303 to JP¥471 per share. Net income forecast to grow 40% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price rose 6.6% to JP¥1,599 over the past week.
Reported Earnings • Jun 24First quarter 2022 earnings released: EPS JP¥63.52 (vs JP¥57.25 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥81.1b (up 151% from 1Q 2021). Net income: JP¥2.58b (up 11% from 1Q 2021). Profit margin: 3.2% (down from 7.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 30Full year 2021 earnings released: EPS JP¥215 (vs JP¥119 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥183.6b (up 63% from FY 2020). Net income: JP¥8.73b (up 80% from FY 2020). Profit margin: 4.8% (up from 4.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 16New 90-day high: JP¥1,785The company is up 2.0% from a price of JP¥1,754 on 16 December 2020. Underperformed the Japanese market, which is up 10.0% over the last 90 days. Lagged the Specialty Retail industry, which is up 7.0% over the same period.
お知らせ • Feb 27Arcland Sakamoto Co.,Ltd. to Report Fiscal Year 2021 Results on Mar 29, 2021Arcland Sakamoto Co.,Ltd. announced that they will report fiscal year 2021 results on Mar 29, 2021
