View Financial HealthMaruwaLtd 配当と自社株買い配当金 基準チェック /06MaruwaLtdは配当を支払う会社で、現在の利回りは0.2%です。次の支払い日は 8th December, 2026で、権利落ち日は29th September, 2026 。主要情報0.2%配当利回り0.0009%バイバック利回り総株主利回り0.2%将来の配当利回り0.4%配当成長10.7%次回配当支払日08 Dec 26配当落ち日29 Sep 26一株当たり配当金n/a配当性向7%最近の配当と自社株買いの更新Declared Dividend • Jul 25Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2026 Payment date: 8th December 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%.Upcoming Dividend • Mar 23Upcoming dividend of JP¥51.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).Declared Dividend • Dec 09First half dividend of JP¥51.00 announcedShareholders will receive a dividend of JP¥51.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 15%.Upcoming Dividend • Sep 22Upcoming dividend of JP¥51.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Declared Dividend • Jul 09Final dividend of JP¥51.00 announcedShareholders will receive a dividend of JP¥51.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 8%.Upcoming Dividend • Mar 21Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥60,300, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥30,286 per share.分析記事 • Aug 03Maruwa Co.,Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, Maruwa Co.,Ltd. ( TSE:5344 ) last week released its latest quarterly, and things did not turn out so...Reported Earnings • Jul 30First quarter 2027 earnings: EPS and revenues miss analyst expectationsFirst quarter 2027 results: EPS: JP¥362 (up from JP¥314 in 1Q 2026). Revenue: JP¥19.3b (up 12% from 1Q 2026). Net income: JP¥4.47b (up 15% from 1Q 2026). Profit margin: 23% (in line with 1Q 2026). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 29Maruwa Co.,Ltd. Revises Consolidated Earnings Guidance for the Six Months Ending September 30, 2026 and Full Year of the Fiscal Year Ending March 31, 2027Maruwa Co.,Ltd. revised consolidated earnings guidance for the Six months ending September 30, 2026 and full year of the fiscal year ending March 31, 2027. For the six months ending September 30, 2026, the company expects net sales of JPY 42,200 million and operating profit of JPY 14,800 million. For the full year, the company forecasts net sales of JPY 93,300 million and operating profit of JPY 33,700 million.Declared Dividend • Jul 25Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2026 Payment date: 8th December 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥59,710, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 173% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥30,660 per share.お知らせ • Jun 25Maruwa Co.,Ltd. to Report Q1, 2027 Results on Jul 29, 2026Maruwa Co.,Ltd. announced that they will report Q1, 2027 results on Jul 29, 2026Reported Earnings • Jun 17Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥1,472 (down from JP¥1,559 in FY 2025). Revenue: JP¥74.5b (up 3.7% from FY 2025). Net income: JP¥18.2b (down 5.6% from FY 2025). Profit margin: 24% (down from 27% 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 5.7%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jun 08Price target increased by 9.4% to JP¥84,020Up from JP¥76,800, the current price target is an average from 5 analysts. New target price is 24% above last closing price of JP¥67,750. Stock is up 90% over the past year. The company is forecast to post earnings per share of JP¥2,049 for next year compared to JP¥1,472 last year.分析記事 • May 16Weak Statutory Earnings May Not Tell The Whole Story For MaruwaLtd (TSE:5344)Last week's earnings announcement from Maruwa Co.,Ltd. ( TSE:5344 ) was disappointing to investors, with a sluggish...お知らせ • May 11Maruwa Co.,Ltd., Annual General Meeting, Jun 19, 2026Maruwa Co.,Ltd., Annual General Meeting, Jun 19, 2026.Reported Earnings • May 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥1,472 (down from JP¥1,559 in FY 2025). Revenue: JP¥74.5b (up 3.7% from FY 2025). Net income: JP¥18.2b (down 5.6% from FY 2025). Profit margin: 24% (down from 27% 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 5.7%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Apr 18Price target increased by 12% to JP¥72,800Up from JP¥65,000, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥69,500. Stock is up 173% over the past year. The company is forecast to post earnings per share of JP¥1,562 for next year compared to JP¥1,559 last year.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥63,060, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 259% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥33,734 per share.Upcoming Dividend • Mar 23Upcoming dividend of JP¥51.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).Price Target Changed • Feb 28Price target increased by 10% to JP¥62,600Up from JP¥56,900, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥61,280. Stock is up 84% over the past year. The company is forecast to post earnings per share of JP¥1,586 for next year compared to JP¥1,559 last year.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥52,580, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 203% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥24,422 per share.分析記事 • Feb 06Maruwa Co.,Ltd. (TSE:5344) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearMaruwa Co.,Ltd. ( TSE:5344 ) shareholders are probably feeling a little disappointed, since its shares fell 4.3% to...Reported Earnings • Feb 05Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥399 (down from JP¥448 in 3Q 2025). Revenue: JP¥19.1b (up 4.3% from 3Q 2025). Net income: JP¥4.92b (down 11% from 3Q 2025). Profit margin: 26% (down from 30% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 25Maruwa Co.,Ltd. to Report Q3, 2026 Results on Feb 03, 2026Maruwa Co.,Ltd. announced that they will report Q3, 2026 results on Feb 03, 2026Declared Dividend • Dec 09First half dividend of JP¥51.00 announcedShareholders will receive a dividend of JP¥51.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 15%.分析記事 • Dec 05After Leaping 26% Maruwa Co.,Ltd. (TSE:5344) Shares Are Not Flying Under The RadarMaruwa Co.,Ltd. ( TSE:5344 ) shareholders would be excited to see that the share price has had a great month, posting a...Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥48,210, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 176% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥23,899 per share.New Risk • Nov 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥43,620, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 138% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥28,262 per share.分析記事 • Nov 07Earnings Miss: Maruwa Co.,Ltd. Missed EPS By 20% And Analysts Are Revising Their ForecastsAs you might know, Maruwa Co.,Ltd. ( TSE:5344 ) last week released its latest half-yearly, and things did not turn out...Reported Earnings • Nov 07Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥286 (down from JP¥319 in 2Q 2025). Revenue: JP¥15.9b (down 15% from 2Q 2025). Net income: JP¥3.54b (down 10% from 2Q 2025). Profit margin: 22% (up from 21% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 26If EPS Growth Is Important To You, MaruwaLtd (TSE:5344) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Upcoming Dividend • Sep 22Upcoming dividend of JP¥51.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).お知らせ • Sep 06Maruwa Co.,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Maruwa Co.,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025分析記事 • Aug 29Getting In Cheap On Maruwa Co.,Ltd. (TSE:5344) Might Be DifficultMaruwa Co.,Ltd.'s ( TSE:5344 ) price-to-earnings (or "P/E") ratio of 27x might make it look like a strong sell right...分析記事 • Jul 26Earnings Miss: Maruwa Co.,Ltd. Missed EPS By 13% And Analysts Are Revising Their ForecastsMaruwa Co.,Ltd. ( TSE:5344 ) just released its latest first-quarter report and things are not looking great. MaruwaLtd...Reported Earnings • Jul 25First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥314 (down from JP¥365 in 1Q 2025). Revenue: JP¥17.3b (up 6.2% from 1Q 2025). Net income: JP¥3.88b (down 14% from 1Q 2025). Profit margin: 23% (down from 28% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jul 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Aya Okauchi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Jul 09Final dividend of JP¥51.00 announcedShareholders will receive a dividend of JP¥51.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 8%.分析記事 • Jun 23MaruwaLtd (TSE:5344) Is Very Good At Capital AllocationDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...お知らせ • Jun 20Maruwa Co.,Ltd. to Report Q1, 2026 Results on Jul 24, 2025Maruwa Co.,Ltd. announced that they will report Q1, 2026 results on Jul 24, 2025Buy Or Sell Opportunity • Jun 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥34,790. The fair value is estimated to be JP¥28,785, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 8.1%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Reported Earnings • Apr 26Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥1,559 (up from JP¥1,233 in FY 2024). Revenue: JP¥71.8b (up 17% from FY 2024). Net income: JP¥19.2b (up 27% from FY 2024). Profit margin: 27% (up from 25% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 25Maruwa Co.,Ltd., Annual General Meeting, Jun 20, 2025Maruwa Co.,Ltd., Annual General Meeting, Jun 20, 2025.Buy Or Sell Opportunity • Apr 25Now 27% overvaluedOver the last 90 days, the stock has fallen 38% to JP¥29,490. The fair value is estimated to be JP¥23,196, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 8.5%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.分析記事 • Apr 21MaruwaLtd (TSE:5344) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 07Maruwa Co.,Ltd. (TSE:5344) Shares Slammed 30% But Getting In Cheap Might Be Difficult RegardlessTo the annoyance of some shareholders, Maruwa Co.,Ltd. ( TSE:5344 ) shares are down a considerable 30% in the last...New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥26,095, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥23,390 per share.お知らせ • Mar 26Maruwa Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2025Maruwa Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).分析記事 • Mar 13MaruwaLtd (TSE:5344) Knows How To Allocate Capital EffectivelyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Buy Or Sell Opportunity • Feb 12Now 25% overvaluedOver the last 90 days, the stock has fallen 17% to JP¥40,180. The fair value is estimated to be JP¥32,092, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 8.5%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.分析記事 • Feb 10With A 25% Price Drop For Maruwa Co.,Ltd. (TSE:5344) You'll Still Get What You Pay ForThe Maruwa Co.,Ltd. ( TSE:5344 ) share price has fared very poorly over the last month, falling by a substantial 25...分析記事 • Feb 01Results: Maruwa Co.,Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsThere's been a notable change in appetite for Maruwa Co.,Ltd. ( TSE:5344 ) shares in the week since its quarterly...Reported Earnings • Jan 30Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥448 (up from JP¥310 in 3Q 2024). Revenue: JP¥18.3b (up 8.0% from 3Q 2024). Net income: JP¥5.53b (up 44% from 3Q 2024). Profit margin: 30% (up from 23% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥41,810, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 196% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥31,607 per share.New Risk • Jan 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Jan 19Maruwa Co.,Ltd. to Report Q3, 2025 Results on Jan 29, 2025Maruwa Co.,Ltd. announced that they will report Q3, 2025 results on Jan 29, 2025分析記事 • Dec 06The Price Is Right For Maruwa Co.,Ltd. (TSE:5344)When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Maruwa...Price Target Changed • Dec 06Price target increased by 15% to JP¥51,000Up from JP¥44,500, the current price target is an average from 6 analysts. New target price is 13% above last closing price of JP¥45,160. Stock is up 66% over the past year. The company is forecast to post earnings per share of JP¥1,579 for next year compared to JP¥1,233 last year.Declared Dividend • Dec 03First half dividend of JP¥47.00 announcedShareholders will receive a dividend of JP¥47.00. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 3%. Cash payout ratio: 9%.分析記事 • Nov 17Does MaruwaLtd (TSE:5344) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Oct 31Maruwa Co.,Ltd. Just Beat Revenue Estimates By 8.1%Investors in Maruwa Co.,Ltd. ( TSE:5344 ) had a good week, as its shares rose 8.3% to close at JP¥42,990 following the...Reported Earnings • Oct 31Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: JP¥319 (up from JP¥319 in 2Q 2024). Revenue: JP¥18.6b (up 21% from 2Q 2024). Net income: JP¥3.94b (flat on 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 29+ 1 more updateMaruwa Co.,Ltd. Announces Cash Dividend for the Six Months Ending March 31, 2025, Payable on December 2, 2024; Provides Year End Dividend Guidance for the Year Ending March 31, 2025Maruwa Co.,Ltd. announced cash dividend for the six months ending March 31, 2025. For the period, the company announced cash dividend of JPY 47 per share compared to JPY 43 per share a year ago. The dividend will be payable on December 2, 2024. The company provided year end dividend guidance for the year ending March 31, 2025. For the year end, the company expected dividend of JPY 47 per share compared to JPY 43 per share a year ago.分析記事 • Oct 22Is MaruwaLtd (TSE:5344) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Oct 07Slowing Rates Of Return At MaruwaLtd (TSE:5344) Leave Little Room For ExcitementIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥42,750, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 278% over the past three years.Upcoming Dividend • Sep 20Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).分析記事 • Aug 05The Price Is Right For Maruwa Co.,Ltd. (TSE:5344) Even After Diving 25%Maruwa Co.,Ltd. ( TSE:5344 ) shareholders won't be pleased to see that the share price has had a very rough month...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥30,100, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 174% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥14,772 per share.分析記事 • Aug 02Results: Maruwa Co.,Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsMaruwa Co.,Ltd. ( TSE:5344 ) just released its latest quarterly results and things are looking bullish. The company...Reported Earnings • Jul 31First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥365 (up from JP¥231 in 1Q 2024). Revenue: JP¥16.2b (up 28% from 1Q 2024). Net income: JP¥4.50b (up 58% from 1Q 2024). Profit margin: 28% (up from 22% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Price Target Changed • Jul 23Price target increased by 9.8% to JP¥40,792Up from JP¥37,150, the current price target is an average from 6 analysts. New target price is 7.1% above last closing price of JP¥38,100. Stock is up 71% over the past year. The company is forecast to post earnings per share of JP¥1,467 for next year compared to JP¥1,233 last year.分析記事 • Jul 17Is MaruwaLtd (TSE:5344) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Declared Dividend • Jul 11Final dividend increased to JP¥47.00Dividend of JP¥47.00 is 9.3% higher than last year. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 18%.お知らせ • Jun 28Maruwa Co.,Ltd. to Report Q1, 2025 Results on Jul 29, 2024Maruwa Co.,Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥1,233 (up from JP¥1,217 in FY 2023). Revenue: JP¥61.6b (up 4.7% from FY 2023). Net income: JP¥15.2b (up 1.3% from FY 2023). Profit margin: 25% (in line with FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 2.8%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 25Return Trends At MaruwaLtd (TSE:5344) Aren't AppealingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • May 21Getting In Cheap On Maruwa Co.,Ltd. (TSE:5344) Might Be DifficultWith a price-to-earnings (or "P/E") ratio of 27.1x Maruwa Co.,Ltd. ( TSE:5344 ) may be sending very bearish signals at...分析記事 • Apr 28Maruwa Co.,Ltd. (TSE:5344) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?Maruwa Co.,Ltd. ( TSE:5344 ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to...お知らせ • Apr 27+ 2 more updatesMaruwa Co.,Ltd., Annual General Meeting, Jun 20, 2024Maruwa Co.,Ltd., Annual General Meeting, Jun 20, 2024.Reported Earnings • Apr 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥1,233 (up from JP¥1,217 in FY 2023). Revenue: JP¥61.6b (up 4.7% from FY 2023). Net income: JP¥15.2b (up 1.3% from FY 2023). Profit margin: 25% (in line with FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 2.8%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 09MaruwaLtd (TSE:5344) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Apr 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 21Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).お知らせ • Mar 02Maruwa Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2024Maruwa Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2024分析記事 • Mar 01MaruwaLtd (TSE:5344) Has More To Do To Multiply In Value Going ForwardIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Price Target Changed • Feb 21Price target increased by 16% to JP¥31,635Up from JP¥27,350, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥30,850. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥1,237 for next year compared to JP¥1,217 last year.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥310 (vs JP¥270 in 3Q 2023)Third quarter 2024 results: EPS: JP¥310 (up from JP¥270 in 3Q 2023). Revenue: JP¥17.0b (up 14% from 3Q 2023). Net income: JP¥3.83b (up 15% from 3Q 2023). Profit margin: 23% (in line with 3Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 31+ 1 more updateMaruwa Co. Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Maruwa Co. Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 62,130 million and operating profit of JPY 20,350 million.お知らせ • Dec 29Maruwa Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Maruwa Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥27,360, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 162% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥17,696 per share.Reported Earnings • Oct 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥319 (down from JP¥366 in 2Q 2023). Revenue: JP¥15.3b (down 2.4% from 2Q 2023). Net income: JP¥3.93b (down 13% from 2Q 2023). Profit margin: 26% (down from 29% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 31% per year.お知らせ • Oct 28+ 1 more updateMaruwa Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Maruwa Co. Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the year ending March 31, 2024, the company expects net sales of JPY 61,500 million, Operating profit of JPY 21,000 million.New Risk • Oct 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.配当金の支払いについて今日Aug 20 2026配当落ち日Sep 29 2026配当支払日Dec 08 202670 days 配当落ちから次の40 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: 5344はJP市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。増加する配当: 5344はJP市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。配当利回り対市場MaruwaLtd 配当利回り対市場5344 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (5344)0.2%市場下位25% (JP)1.8%市場トップ25% (JP)3.8%業界平均 (Electronic)1.3%アナリスト予想 (5344) (最長3年)0.4%注目すべき配当: 5344の配当金 ( 0.2% ) はJP市場の配当金支払者の下位 25% ( 1.81% ) と比べると目立ったものではありません。高配当: 5344の配当金 ( 0.2% ) はJP市場の配当金支払者の上位 25% ( 3.8% ) と比較すると低いです。株主への利益配当収益カバレッジ: 5344 JP市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: 5344は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management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2026/08/20 15:25終値2026/08/20 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Maruwa Co.,Ltd. 5 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。9 アナリスト機関Niima KomuraBofA Global Researchnull nullDaiwa Securities Co. Ltd.Takeshi FukuyamaDaiwa Securities Co. Ltd.6 その他のアナリストを表示
Declared Dividend • Jul 25Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2026 Payment date: 8th December 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥51.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
Declared Dividend • Dec 09First half dividend of JP¥51.00 announcedShareholders will receive a dividend of JP¥51.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 15%.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥51.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Declared Dividend • Jul 09Final dividend of JP¥51.00 announcedShareholders will receive a dividend of JP¥51.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 8%.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥60,300, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥30,286 per share.
分析記事 • Aug 03Maruwa Co.,Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, Maruwa Co.,Ltd. ( TSE:5344 ) last week released its latest quarterly, and things did not turn out so...
Reported Earnings • Jul 30First quarter 2027 earnings: EPS and revenues miss analyst expectationsFirst quarter 2027 results: EPS: JP¥362 (up from JP¥314 in 1Q 2026). Revenue: JP¥19.3b (up 12% from 1Q 2026). Net income: JP¥4.47b (up 15% from 1Q 2026). Profit margin: 23% (in line with 1Q 2026). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 29Maruwa Co.,Ltd. Revises Consolidated Earnings Guidance for the Six Months Ending September 30, 2026 and Full Year of the Fiscal Year Ending March 31, 2027Maruwa Co.,Ltd. revised consolidated earnings guidance for the Six months ending September 30, 2026 and full year of the fiscal year ending March 31, 2027. For the six months ending September 30, 2026, the company expects net sales of JPY 42,200 million and operating profit of JPY 14,800 million. For the full year, the company forecasts net sales of JPY 93,300 million and operating profit of JPY 33,700 million.
Declared Dividend • Jul 25Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2026 Payment date: 8th December 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥59,710, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 173% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥30,660 per share.
お知らせ • Jun 25Maruwa Co.,Ltd. to Report Q1, 2027 Results on Jul 29, 2026Maruwa Co.,Ltd. announced that they will report Q1, 2027 results on Jul 29, 2026
Reported Earnings • Jun 17Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥1,472 (down from JP¥1,559 in FY 2025). Revenue: JP¥74.5b (up 3.7% from FY 2025). Net income: JP¥18.2b (down 5.6% from FY 2025). Profit margin: 24% (down from 27% 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 5.7%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jun 08Price target increased by 9.4% to JP¥84,020Up from JP¥76,800, the current price target is an average from 5 analysts. New target price is 24% above last closing price of JP¥67,750. Stock is up 90% over the past year. The company is forecast to post earnings per share of JP¥2,049 for next year compared to JP¥1,472 last year.
分析記事 • May 16Weak Statutory Earnings May Not Tell The Whole Story For MaruwaLtd (TSE:5344)Last week's earnings announcement from Maruwa Co.,Ltd. ( TSE:5344 ) was disappointing to investors, with a sluggish...
お知らせ • May 11Maruwa Co.,Ltd., Annual General Meeting, Jun 19, 2026Maruwa Co.,Ltd., Annual General Meeting, Jun 19, 2026.
Reported Earnings • May 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥1,472 (down from JP¥1,559 in FY 2025). Revenue: JP¥74.5b (up 3.7% from FY 2025). Net income: JP¥18.2b (down 5.6% from FY 2025). Profit margin: 24% (down from 27% 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 5.7%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Apr 18Price target increased by 12% to JP¥72,800Up from JP¥65,000, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥69,500. Stock is up 173% over the past year. The company is forecast to post earnings per share of JP¥1,562 for next year compared to JP¥1,559 last year.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥63,060, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 259% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥33,734 per share.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥51.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
Price Target Changed • Feb 28Price target increased by 10% to JP¥62,600Up from JP¥56,900, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥61,280. Stock is up 84% over the past year. The company is forecast to post earnings per share of JP¥1,586 for next year compared to JP¥1,559 last year.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥52,580, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 203% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥24,422 per share.
分析記事 • Feb 06Maruwa Co.,Ltd. (TSE:5344) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearMaruwa Co.,Ltd. ( TSE:5344 ) shareholders are probably feeling a little disappointed, since its shares fell 4.3% to...
Reported Earnings • Feb 05Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥399 (down from JP¥448 in 3Q 2025). Revenue: JP¥19.1b (up 4.3% from 3Q 2025). Net income: JP¥4.92b (down 11% from 3Q 2025). Profit margin: 26% (down from 30% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 25Maruwa Co.,Ltd. to Report Q3, 2026 Results on Feb 03, 2026Maruwa Co.,Ltd. announced that they will report Q3, 2026 results on Feb 03, 2026
Declared Dividend • Dec 09First half dividend of JP¥51.00 announcedShareholders will receive a dividend of JP¥51.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 15%.
分析記事 • Dec 05After Leaping 26% Maruwa Co.,Ltd. (TSE:5344) Shares Are Not Flying Under The RadarMaruwa Co.,Ltd. ( TSE:5344 ) shareholders would be excited to see that the share price has had a great month, posting a...
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥48,210, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 176% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥23,899 per share.
New Risk • Nov 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥43,620, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 138% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥28,262 per share.
分析記事 • Nov 07Earnings Miss: Maruwa Co.,Ltd. Missed EPS By 20% And Analysts Are Revising Their ForecastsAs you might know, Maruwa Co.,Ltd. ( TSE:5344 ) last week released its latest half-yearly, and things did not turn out...
Reported Earnings • Nov 07Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: JP¥286 (down from JP¥319 in 2Q 2025). Revenue: JP¥15.9b (down 15% from 2Q 2025). Net income: JP¥3.54b (down 10% from 2Q 2025). Profit margin: 22% (up from 21% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 26If EPS Growth Is Important To You, MaruwaLtd (TSE:5344) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥51.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
お知らせ • Sep 06Maruwa Co.,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Maruwa Co.,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025
分析記事 • Aug 29Getting In Cheap On Maruwa Co.,Ltd. (TSE:5344) Might Be DifficultMaruwa Co.,Ltd.'s ( TSE:5344 ) price-to-earnings (or "P/E") ratio of 27x might make it look like a strong sell right...
分析記事 • Jul 26Earnings Miss: Maruwa Co.,Ltd. Missed EPS By 13% And Analysts Are Revising Their ForecastsMaruwa Co.,Ltd. ( TSE:5344 ) just released its latest first-quarter report and things are not looking great. MaruwaLtd...
Reported Earnings • Jul 25First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥314 (down from JP¥365 in 1Q 2025). Revenue: JP¥17.3b (up 6.2% from 1Q 2025). Net income: JP¥3.88b (down 14% from 1Q 2025). Profit margin: 23% (down from 28% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jul 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Aya Okauchi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jul 09Final dividend of JP¥51.00 announcedShareholders will receive a dividend of JP¥51.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 8%.
分析記事 • Jun 23MaruwaLtd (TSE:5344) Is Very Good At Capital AllocationDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
お知らせ • Jun 20Maruwa Co.,Ltd. to Report Q1, 2026 Results on Jul 24, 2025Maruwa Co.,Ltd. announced that they will report Q1, 2026 results on Jul 24, 2025
Buy Or Sell Opportunity • Jun 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥34,790. The fair value is estimated to be JP¥28,785, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 8.1%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Reported Earnings • Apr 26Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥1,559 (up from JP¥1,233 in FY 2024). Revenue: JP¥71.8b (up 17% from FY 2024). Net income: JP¥19.2b (up 27% from FY 2024). Profit margin: 27% (up from 25% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 25Maruwa Co.,Ltd., Annual General Meeting, Jun 20, 2025Maruwa Co.,Ltd., Annual General Meeting, Jun 20, 2025.
Buy Or Sell Opportunity • Apr 25Now 27% overvaluedOver the last 90 days, the stock has fallen 38% to JP¥29,490. The fair value is estimated to be JP¥23,196, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 8.5%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
分析記事 • Apr 21MaruwaLtd (TSE:5344) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Apr 07Maruwa Co.,Ltd. (TSE:5344) Shares Slammed 30% But Getting In Cheap Might Be Difficult RegardlessTo the annoyance of some shareholders, Maruwa Co.,Ltd. ( TSE:5344 ) shares are down a considerable 30% in the last...
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥26,095, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥23,390 per share.
お知らせ • Mar 26Maruwa Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2025Maruwa Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).
分析記事 • Mar 13MaruwaLtd (TSE:5344) Knows How To Allocate Capital EffectivelyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Buy Or Sell Opportunity • Feb 12Now 25% overvaluedOver the last 90 days, the stock has fallen 17% to JP¥40,180. The fair value is estimated to be JP¥32,092, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 8.5%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
分析記事 • Feb 10With A 25% Price Drop For Maruwa Co.,Ltd. (TSE:5344) You'll Still Get What You Pay ForThe Maruwa Co.,Ltd. ( TSE:5344 ) share price has fared very poorly over the last month, falling by a substantial 25...
分析記事 • Feb 01Results: Maruwa Co.,Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsThere's been a notable change in appetite for Maruwa Co.,Ltd. ( TSE:5344 ) shares in the week since its quarterly...
Reported Earnings • Jan 30Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥448 (up from JP¥310 in 3Q 2024). Revenue: JP¥18.3b (up 8.0% from 3Q 2024). Net income: JP¥5.53b (up 44% from 3Q 2024). Profit margin: 30% (up from 23% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥41,810, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 196% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥31,607 per share.
New Risk • Jan 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Jan 19Maruwa Co.,Ltd. to Report Q3, 2025 Results on Jan 29, 2025Maruwa Co.,Ltd. announced that they will report Q3, 2025 results on Jan 29, 2025
分析記事 • Dec 06The Price Is Right For Maruwa Co.,Ltd. (TSE:5344)When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Maruwa...
Price Target Changed • Dec 06Price target increased by 15% to JP¥51,000Up from JP¥44,500, the current price target is an average from 6 analysts. New target price is 13% above last closing price of JP¥45,160. Stock is up 66% over the past year. The company is forecast to post earnings per share of JP¥1,579 for next year compared to JP¥1,233 last year.
Declared Dividend • Dec 03First half dividend of JP¥47.00 announcedShareholders will receive a dividend of JP¥47.00. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 3%. Cash payout ratio: 9%.
分析記事 • Nov 17Does MaruwaLtd (TSE:5344) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Oct 31Maruwa Co.,Ltd. Just Beat Revenue Estimates By 8.1%Investors in Maruwa Co.,Ltd. ( TSE:5344 ) had a good week, as its shares rose 8.3% to close at JP¥42,990 following the...
Reported Earnings • Oct 31Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: JP¥319 (up from JP¥319 in 2Q 2024). Revenue: JP¥18.6b (up 21% from 2Q 2024). Net income: JP¥3.94b (flat on 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 29+ 1 more updateMaruwa Co.,Ltd. Announces Cash Dividend for the Six Months Ending March 31, 2025, Payable on December 2, 2024; Provides Year End Dividend Guidance for the Year Ending March 31, 2025Maruwa Co.,Ltd. announced cash dividend for the six months ending March 31, 2025. For the period, the company announced cash dividend of JPY 47 per share compared to JPY 43 per share a year ago. The dividend will be payable on December 2, 2024. The company provided year end dividend guidance for the year ending March 31, 2025. For the year end, the company expected dividend of JPY 47 per share compared to JPY 43 per share a year ago.
分析記事 • Oct 22Is MaruwaLtd (TSE:5344) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Oct 07Slowing Rates Of Return At MaruwaLtd (TSE:5344) Leave Little Room For ExcitementIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥42,750, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 278% over the past three years.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥47.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).
分析記事 • Aug 05The Price Is Right For Maruwa Co.,Ltd. (TSE:5344) Even After Diving 25%Maruwa Co.,Ltd. ( TSE:5344 ) shareholders won't be pleased to see that the share price has had a very rough month...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥30,100, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 174% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥14,772 per share.
分析記事 • Aug 02Results: Maruwa Co.,Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsMaruwa Co.,Ltd. ( TSE:5344 ) just released its latest quarterly results and things are looking bullish. The company...
Reported Earnings • Jul 31First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥365 (up from JP¥231 in 1Q 2024). Revenue: JP¥16.2b (up 28% from 1Q 2024). Net income: JP¥4.50b (up 58% from 1Q 2024). Profit margin: 28% (up from 22% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Price Target Changed • Jul 23Price target increased by 9.8% to JP¥40,792Up from JP¥37,150, the current price target is an average from 6 analysts. New target price is 7.1% above last closing price of JP¥38,100. Stock is up 71% over the past year. The company is forecast to post earnings per share of JP¥1,467 for next year compared to JP¥1,233 last year.
分析記事 • Jul 17Is MaruwaLtd (TSE:5344) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Declared Dividend • Jul 11Final dividend increased to JP¥47.00Dividend of JP¥47.00 is 9.3% higher than last year. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 18%.
お知らせ • Jun 28Maruwa Co.,Ltd. to Report Q1, 2025 Results on Jul 29, 2024Maruwa Co.,Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024
Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥1,233 (up from JP¥1,217 in FY 2023). Revenue: JP¥61.6b (up 4.7% from FY 2023). Net income: JP¥15.2b (up 1.3% from FY 2023). Profit margin: 25% (in line with FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 2.8%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 25Return Trends At MaruwaLtd (TSE:5344) Aren't AppealingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • May 21Getting In Cheap On Maruwa Co.,Ltd. (TSE:5344) Might Be DifficultWith a price-to-earnings (or "P/E") ratio of 27.1x Maruwa Co.,Ltd. ( TSE:5344 ) may be sending very bearish signals at...
分析記事 • Apr 28Maruwa Co.,Ltd. (TSE:5344) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?Maruwa Co.,Ltd. ( TSE:5344 ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to...
お知らせ • Apr 27+ 2 more updatesMaruwa Co.,Ltd., Annual General Meeting, Jun 20, 2024Maruwa Co.,Ltd., Annual General Meeting, Jun 20, 2024.
Reported Earnings • Apr 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥1,233 (up from JP¥1,217 in FY 2023). Revenue: JP¥61.6b (up 4.7% from FY 2023). Net income: JP¥15.2b (up 1.3% from FY 2023). Profit margin: 25% (in line with FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 2.8%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 09MaruwaLtd (TSE:5344) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Apr 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).
お知らせ • Mar 02Maruwa Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2024Maruwa Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2024
分析記事 • Mar 01MaruwaLtd (TSE:5344) Has More To Do To Multiply In Value Going ForwardIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Price Target Changed • Feb 21Price target increased by 16% to JP¥31,635Up from JP¥27,350, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥30,850. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥1,237 for next year compared to JP¥1,217 last year.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥310 (vs JP¥270 in 3Q 2023)Third quarter 2024 results: EPS: JP¥310 (up from JP¥270 in 3Q 2023). Revenue: JP¥17.0b (up 14% from 3Q 2023). Net income: JP¥3.83b (up 15% from 3Q 2023). Profit margin: 23% (in line with 3Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 31+ 1 more updateMaruwa Co. Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Maruwa Co. Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 62,130 million and operating profit of JPY 20,350 million.
お知らせ • Dec 29Maruwa Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Maruwa Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥27,360, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 162% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥17,696 per share.
Reported Earnings • Oct 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥319 (down from JP¥366 in 2Q 2023). Revenue: JP¥15.3b (down 2.4% from 2Q 2023). Net income: JP¥3.93b (down 13% from 2Q 2023). Profit margin: 26% (down from 29% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 7.8%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 31% per year.
お知らせ • Oct 28+ 1 more updateMaruwa Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Maruwa Co. Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the year ending March 31, 2024, the company expects net sales of JPY 61,500 million, Operating profit of JPY 21,000 million.
New Risk • Oct 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.