View ValuationMaruwaLtd 将来の成長Future 基準チェック /46MaruwaLtd利益と収益がそれぞれ年間27.3%と17.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.6% 27.3%なると予測されています。主要情報27.3%収益成長率27.34%EPS成長率Electronic 収益成長12.7%収益成長率17.2%将来の株主資本利益率16.59%アナリストカバレッジLow最終更新日08 May 2026今後の成長に関する最新情報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.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.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...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...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...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.すべての更新を表示Recent updatesお知らせ • 12mMaruwa Co.,Ltd., Annual General Meeting, Jun 19, 2026Maruwa Co.,Ltd., Annual General Meeting, Jun 19, 2026.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.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%).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.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, 2025Price 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%.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.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%).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.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.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.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.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, 2024Price 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.お知らせ • Sep 28Maruwa Co.,Ltd. to Report Q2, 2024 Results on Oct 26, 2023Maruwa Co.,Ltd. announced that they will report Q2, 2024 results on Oct 26, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥43.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 7.0% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.4%).お知らせ • Jul 28+ 1 more updateMaruwa Co.,Ltd. Provides Dividend Guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2024Maruwa Co.,Ltd. provided dividend guidance for the second quarter-end and fiscal year ending March 31, 2024. For the quarter, the company expects dividend to be JPY 43.00 per share compared to JPY 38.00 per share a year ago.For the fiscal year, the company expects dividend to be JPY 43.00 per share compared to JPY 40.00 per share a year ago.Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥231 (vs JP¥331 in 1Q 2023)First quarter 2024 results: EPS: JP¥231 (down from JP¥331 in 1Q 2023). Revenue: JP¥12.7b (down 8.8% from 1Q 2023). Net income: JP¥2.85b (down 30% from 1Q 2023). Profit margin: 22% (down from 29% in 1Q 2023). Revenue is forecast to grow 11% 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 35% per year whereas the company’s share price has increased by 36% per year.お知らせ • Jun 30Maruwa Co., Ltd. to Report Q1, 2024 Results on Jul 27, 2023Maruwa Co., Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023Price Target Changed • Jun 04Price target increased by 20% to JP¥24,600Up from JP¥20,450, the current price target is provided by 1 analyst. New target price is 28% above last closing price of JP¥19,240. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥1,231 for next year compared to JP¥1,217 last year.Reported Earnings • Apr 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥1,217 (up from JP¥1,082 in FY 2022). Revenue: JP¥58.8b (up 8.2% from FY 2022). Net income: JP¥15.0b (up 13% from FY 2022). Profit margin: 26% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 04Now 21% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥22,383, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 41%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 4.8% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 2.8% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥270 (vs JP¥320 in 3Q 2022)Third quarter 2023 results: EPS: JP¥270 (down from JP¥320 in 3Q 2022). Revenue: JP¥14.9b (down 2.9% from 3Q 2022). Net income: JP¥3.33b (down 16% from 3Q 2022). Profit margin: 22% (down from 26% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.6% 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 41% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.業績と収益の成長予測TSE:5344 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2028103,30031,93414,719N/A43/31/202791,12026,96710,231N/A53/31/202674,72419,2613,104N/A512/31/202570,93317,609N/AN/AN/A9/30/202570,14218,2158,64323,319N/A6/30/202572,86218,618N/AN/AN/A3/31/202571,84919,24215,25425,351N/A12/31/202469,67918,578N/AN/AN/A9/30/202468,32316,87913,54621,841N/A6/30/202465,08516,872N/AN/AN/A3/31/202461,56415,2165,98117,222N/A12/31/202359,25313,689N/AN/AN/A9/30/202357,19913,1932,48214,121N/A6/30/202357,57213,778N/AN/AN/A3/31/202358,80415,0206,92315,647N/A12/31/202258,85115,773N/AN/AN/A9/30/202259,29016,38710,77217,275N/A6/30/202257,18615,227N/AN/AN/A3/31/202254,34413,35010,94914,757N/A12/31/202150,93911,368N/AN/AN/A9/30/202146,6279,3486,4679,892N/A6/30/202143,5687,701N/AN/AN/A3/31/202141,4386,9355,13710,713N/A12/31/202040,9896,884N/AN/AN/A9/30/202040,4226,1794,37611,113N/A6/30/202039,8315,824N/AN/AN/A3/31/202041,2315,8935,28010,719N/A12/31/201941,8546,019N/AN/AN/A9/30/201942,0806,405N/A9,401N/A6/30/201942,2476,776N/AN/AN/A3/31/201941,1936,770N/A6,967N/A12/31/201840,6575,986N/AN/AN/A9/30/201840,5136,136N/A8,050N/A6/30/201839,6675,975N/AN/AN/A3/31/201838,5135,544N/A7,544N/A12/31/201736,8585,031N/AN/AN/A9/30/201734,4824,340N/A6,011N/A6/30/201733,0213,420N/AN/AN/A3/31/201732,1872,850N/A5,348N/A12/31/201631,5942,838N/AN/AN/A9/30/201631,1732,585N/A4,732N/A6/30/201630,7302,352N/AN/AN/A3/31/201630,5782,286N/A4,153N/A12/31/201530,9011,157N/AN/AN/A9/30/201531,553981N/A3,007N/A6/30/201532,484969N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 5344の予測収益成長率 (年間27.3% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 5344の収益 ( 27.3% ) はJP市場 ( 10.1% ) よりも速いペースで成長すると予測されています。高成長収益: 5344の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 5344の収益 ( 17.2% ) JP市場 ( 5.9% ) よりも速いペースで成長すると予測されています。高い収益成長: 5344の収益 ( 17.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 5344の 自己資本利益率 は、3年後には低くなると予測されています ( 16.6 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 18:41終値2026/05/08 00:00収益2025/12/31年間収益2025/03/31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。8 アナリスト機関Niima KomuraBofA Global ResearchTakeshi FukuyamaDaiwa Securities Co. Ltd.Mitsuhiro IchoGoldman Sachs5 その他のアナリストを表示
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.
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.
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...
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...
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...
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.
お知らせ • 12mMaruwa Co.,Ltd., Annual General Meeting, Jun 19, 2026Maruwa Co.,Ltd., Annual General Meeting, Jun 19, 2026.
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.
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%).
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.
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
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%.
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.
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%).
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.
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.
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.
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.
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
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.
お知らせ • Sep 28Maruwa Co.,Ltd. to Report Q2, 2024 Results on Oct 26, 2023Maruwa Co.,Ltd. announced that they will report Q2, 2024 results on Oct 26, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥43.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 7.0% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.4%).
お知らせ • Jul 28+ 1 more updateMaruwa Co.,Ltd. Provides Dividend Guidance for the Second Quarter-End and Fiscal Year Ending March 31, 2024Maruwa Co.,Ltd. provided dividend guidance for the second quarter-end and fiscal year ending March 31, 2024. For the quarter, the company expects dividend to be JPY 43.00 per share compared to JPY 38.00 per share a year ago.For the fiscal year, the company expects dividend to be JPY 43.00 per share compared to JPY 40.00 per share a year ago.
Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥231 (vs JP¥331 in 1Q 2023)First quarter 2024 results: EPS: JP¥231 (down from JP¥331 in 1Q 2023). Revenue: JP¥12.7b (down 8.8% from 1Q 2023). Net income: JP¥2.85b (down 30% from 1Q 2023). Profit margin: 22% (down from 29% in 1Q 2023). Revenue is forecast to grow 11% 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 35% per year whereas the company’s share price has increased by 36% per year.
お知らせ • Jun 30Maruwa Co., Ltd. to Report Q1, 2024 Results on Jul 27, 2023Maruwa Co., Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023
Price Target Changed • Jun 04Price target increased by 20% to JP¥24,600Up from JP¥20,450, the current price target is provided by 1 analyst. New target price is 28% above last closing price of JP¥19,240. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥1,231 for next year compared to JP¥1,217 last year.
Reported Earnings • Apr 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥1,217 (up from JP¥1,082 in FY 2022). Revenue: JP¥58.8b (up 8.2% from FY 2022). Net income: JP¥15.0b (up 13% from FY 2022). Profit margin: 26% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 04Now 21% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥22,383, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 41%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 4.8% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 2.8% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥270 (vs JP¥320 in 3Q 2022)Third quarter 2023 results: EPS: JP¥270 (down from JP¥320 in 3Q 2022). Revenue: JP¥14.9b (down 2.9% from 3Q 2022). Net income: JP¥3.33b (down 16% from 3Q 2022). Profit margin: 22% (down from 26% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.6% 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 41% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.