View Future GrowthYokowo 過去の業績過去 基準チェック /46Yokowoの収益は年間平均-20.7%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間9.1% 6.6%割合で 増加しています。 Yokowoの自己資本利益率は6.5%であり、純利益率は4.3%です。主要情報-20.68%収益成長率-22.22%EPS成長率Electronic 業界の成長13.80%収益成長率6.65%株主資本利益率6.47%ネット・マージン4.31%前回の決算情報31 Mar 2026最近の業績更新分析記事 • May 20Yokowo's (TSE:6800) Strong Earnings Are Of Good QualityYokowo Co., Ltd.'s ( TSE:6800 ) strong earnings report was rewarded with a positive stock price move. Our analysis...Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥167 (up from JP¥95.54 in FY 2025). Revenue: JP¥90.1b (up 8.7% from FY 2025). Net income: JP¥3.89b (up 75% from FY 2025). Profit margin: 4.3% (up from 2.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 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 25% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 14Yokowo Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Yokowo Co., Ltd. announced that they will report fiscal year 2026 results at 12:00 PM, Tokyo Standard Time on May 13, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥44.14 (vs JP¥85.02 in 3Q 2025)Third quarter 2026 results: EPS: JP¥44.14 (down from JP¥85.02 in 3Q 2025). Revenue: JP¥23.4b (up 11% from 3Q 2025). Net income: JP¥1.03b (down 48% from 3Q 2025). Profit margin: 4.4% (down from 9.4% in 3Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Dec 02Yokowo Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Yokowo Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥43.42 (vs JP¥49.47 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.42 (up from JP¥49.47 loss in 2Q 2025). Revenue: JP¥21.7b (up 8.7% from 2Q 2025). Net income: JP¥1.01b (up JP¥2.17b from 2Q 2025). Profit margin: 4.7% (up from net loss in 2Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.すべての更新を表示Recent updates分析記事 • May 20Yokowo's (TSE:6800) Strong Earnings Are Of Good QualityYokowo Co., Ltd.'s ( TSE:6800 ) strong earnings report was rewarded with a positive stock price move. Our analysis...Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥167 (up from JP¥95.54 in FY 2025). Revenue: JP¥90.1b (up 8.7% from FY 2025). Net income: JP¥3.89b (up 75% from FY 2025). Profit margin: 4.3% (up from 2.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 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 25% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Yokowo Co., Ltd., Annual General Meeting, Jun 26, 2026Yokowo Co., Ltd., Annual General Meeting, Jun 26, 2026.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,170, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 225% over the past three years.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,610, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 151% over the past three years.お知らせ • Apr 14Yokowo Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Yokowo Co., Ltd. announced that they will report fiscal year 2026 results at 12:00 PM, Tokyo Standard Time on May 13, 2026Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,635, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 97% over the past three years.お知らせ • Mar 30YOKOWO CO., LTD. Announces Audit & Supervisory Board Retirements, Effective June 26, 2026YOKOWO CO., LTD. announced retirement of Kenji Kamachi as Internal Audit & Supervisory Board Member and Toshiaki Tochigi as Outside Audit & Supervisory Board Member, effective June 26, 2026. Reason of change: The Company nominates persons with abundant experience and deep insight in corporate management, legal affairs, accounting, finance and taxation as candidates for Audit & Supervisory Board Member to further strengthen the audit function.Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥3,735, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 104% over the past three years.分析記事 • Feb 16Yokowo (TSE:6800) Is Increasing Its Dividend To ¥27.00The board of Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will be paying its dividend of ¥27.00 on the 29th of...Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥44.14 (vs JP¥85.02 in 3Q 2025)Third quarter 2026 results: EPS: JP¥44.14 (down from JP¥85.02 in 3Q 2025). Revenue: JP¥23.4b (up 11% from 3Q 2025). Net income: JP¥1.03b (down 48% from 3Q 2025). Profit margin: 4.4% (down from 9.4% in 3Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.分析記事 • Feb 10Market Participants Recognise Yokowo Co., Ltd.'s (TSE:6800) Earnings Pushing Shares 42% HigherDespite an already strong run, Yokowo Co., Ltd. ( TSE:6800 ) shares have been powering on, with a gain of 42% in the...Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,596, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 40% over the past three years.分析記事 • Jan 23Yokowo (TSE:6800) Is Due To Pay A Dividend Of ¥25.00The board of Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will pay a dividend on the 29th of June, with...お知らせ • Jan 23+ 1 more updateYokowo Co., Ltd. Appoints Takayuki Tokuma as CEO, Effective April 1, 2026Yokowo Co., Ltd. announced that, at the meeting of the Board of Directors held on January 23, 2026, it resolved to implement changes in Representative Directors. Effective April 1, 2026, Takayuki Tokuma will assume the role of CEO, transitioning from his current position as Representative Director, President and Executive Officer.分析記事 • Dec 11Yokowo (TSE:6800) Will Pay A Dividend Of ¥25.00Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will pay a dividend of ¥25.00 per share on the 29th of June. This...Declared Dividend • Dec 11First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 02Yokowo Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Yokowo Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥43.42 (vs JP¥49.47 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.42 (up from JP¥49.47 loss in 2Q 2025). Revenue: JP¥21.7b (up 8.7% from 2Q 2025). Net income: JP¥1.01b (up JP¥2.17b from 2Q 2025). Profit margin: 4.7% (up from net loss in 2Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.New Risk • Nov 10New 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 8.0% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Dividend is not well covered by earnings (137% payout ratio). Profit margins are more than 30% lower than last year (1.0% net profit margin).分析記事 • Oct 31Investors Appear Satisfied With Yokowo Co., Ltd.'s (TSE:6800) Prospects As Shares Rocket 38%Yokowo Co., Ltd. ( TSE:6800 ) shareholders would be excited to see that the share price has had a great month, posting...Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,879, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Electronic industry in Japan. Negligible returns to shareholders over past three years.お知らせ • Oct 28Yokowo Co., Ltd. announced that it expects to receive ¥2 million in fundingYokowo Co., Ltd announced a private placement to issue common shares for aggregate gross proceeds of ¥2,000,000 on October 27, 2025. The transaction will include participation from a subsidiary of Chunghwa Precision Test Technology Co., Ltd.Upcoming Dividend • Sep 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).お知らせ • Sep 14Yokowo Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Yokowo Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025Price Target Changed • Aug 30Price target increased by 9.8% to JP¥2,800Up from JP¥2,550, the current price target is provided by 1 analyst. New target price is 98% above last closing price of JP¥1,413. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥81.50 for next year compared to JP¥95.54 last year.Major Estimate Revision • Aug 16Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥89.0b to JP¥86.7b. EPS estimate also fell from JP¥187 per share to JP¥157 per share. Net income forecast to grow 394% next year vs 17% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,450 unchanged from last update. Share price was steady at JP¥1,395 over the past week.Board Change • Aug 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Heather Montgomery was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • Aug 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 3.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (137% payout ratio). Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin).Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥13.73 (vs JP¥74.13 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.73 (down from JP¥74.13 in 1Q 2025). Revenue: JP¥21.0b (flat on 1Q 2025). Net income: JP¥320.0m (down 82% from 1Q 2025). Profit margin: 1.5% (down from 8.3% in 1Q 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 3.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Dividend is not well covered by cash flows (0% cash payout ratio).Declared Dividend • Jul 09Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥95.54 (up from JP¥64.82 in FY 2024). Revenue: JP¥82.9b (up 7.8% from FY 2024). Net income: JP¥2.23b (up 47% from FY 2024). Profit margin: 2.7% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 4.6% 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 fallen by 50% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Jun 06Yokowo Co., Ltd. to Report Q1, 2026 Results on Aug 06, 2025Yokowo Co., Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025分析記事 • May 23Yokowo's (TSE:6800) Earnings May Just Be The Starting PointYokowo Co., Ltd. ( TSE:6800 ) just reported healthy earnings but the stock price didn't move much. Our analysis...Reported Earnings • May 21Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥95.54 (up from JP¥64.82 in FY 2024). Revenue: JP¥82.9b (up 7.8% from FY 2024). Net income: JP¥2.23b (up 47% from FY 2024). Profit margin: 2.7% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.お知らせ • May 15Yokowo Co., Ltd., Annual General Meeting, Jun 26, 2025Yokowo Co., Ltd., Annual General Meeting, Jun 26, 2025.分析記事 • Apr 07Yokowo Co., Ltd. (TSE:6800) May Have Run Too Fast Too Soon With Recent 30% Price PlummetUnfortunately for some shareholders, the Yokowo Co., Ltd. ( TSE:6800 ) share price has dived 30% in the last thirty...New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. 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 18%After last week's 18% share price decline to JP¥1,176, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 44% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Mar 04Yokowo Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Yokowo Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥85.02 (vs JP¥0.21 in 3Q 2024)Third quarter 2025 results: EPS: JP¥85.02 (up from JP¥0.21 in 3Q 2024). Revenue: JP¥21.0b (up 3.5% from 3Q 2024). Net income: JP¥1.98b (up JP¥1.98b from 3Q 2024). Profit margin: 9.4% (up from 0% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.9% 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 fallen by 51% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Declared Dividend • Dec 11First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 5.6% to bring the payout ratio under control. EPS is expected to grow by 123% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Dec 06Yokowo Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Yokowo Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥49.46 loss per share (vs JP¥5.58 profit in 2Q 2024)Second quarter 2025 results: JP¥49.46 loss per share (down from JP¥5.58 profit in 2Q 2024). Revenue: JP¥19.9b (up 7.1% from 2Q 2024). Net loss: JP¥1.15b (down JP¥1.28b from profit in 2Q 2024). Revenue is forecast to grow 4.7% 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 fallen by 53% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).分析記事 • Sep 13Yokowo's (TSE:6800) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will be paying its dividend of ¥24.00 on the 11th of...お知らせ • Sep 13Yokowo Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Yokowo Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024分析記事 • Aug 26Yokowo (TSE:6800) Will Pay A Larger Dividend Than Last Year At ¥24.00Yokowo Co., Ltd. ( TSE:6800 ) will increase its dividend from last year's comparable payment on the 11th of December to...分析記事 • Aug 12Yokowo (TSE:6800) Is Increasing Its Dividend To ¥24.00Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will be increasing its dividend from last year's comparable payment...Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥74.13 (vs JP¥35.52 in 1Q 2024)First quarter 2025 results: EPS: JP¥74.13 (up from JP¥35.52 in 1Q 2024). Revenue: JP¥20.9b (up 15% from 1Q 2024). Net income: JP¥1.73b (up 109% from 1Q 2024). Profit margin: 8.3% (up from 4.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.分析記事 • Aug 05Yokowo Co., Ltd. (TSE:6800) Stocks Pounded By 27% But Not Lagging Market On Growth Or PricingYokowo Co., Ltd. ( TSE:6800 ) 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 22%After last week's 22% share price decline to JP¥1,482, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 38% over the past three years.分析記事 • Jul 26Yokowo's (TSE:6800) Shareholders Will Receive A Bigger Dividend Than Last YearYokowo Co., Ltd. ( TSE:6800 ) will increase its dividend from last year's comparable payment on the 11th of December to...分析記事 • Jul 12Yokowo (TSE:6800) Is Increasing Its Dividend To ¥24.00Yokowo Co., Ltd.'s ( TSE:6800 ) dividend will be increasing from last year's payment of the same period to ¥24.00 on...Declared Dividend • Jul 11Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (dividend approximately 27x free cash flows). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Price Target Changed • Jul 08Price target increased by 18% to JP¥2,550Up from JP¥2,167, the current price target is an average from 3 analysts. New target price is 25% above last closing price of JP¥2,037. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥127 for next year compared to JP¥64.82 last year.New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 25x cash flows per share. Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin).Major Estimate Revision • Jun 06Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥164 to JP¥122 per share. Revenue forecast steady at JP¥82.5b. Net income forecast to grow 90% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target broadly unchanged at JP¥2,200. Share price rose 3.1% to JP¥2,091 over the past week.お知らせ • Jun 02Yokowo Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Yokowo Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024分析記事 • May 23Why Investors Shouldn't Be Surprised By Yokowo Co., Ltd.'s (TSE:6800) 26% Share Price SurgeThe Yokowo Co., Ltd. ( TSE:6800 ) share price has done very well over the last month, posting an excellent gain of 26...分析記事 • May 22Yokowo's (TSE:6800) Soft Earnings Don't Show The Whole PictureYokowo Co., Ltd.'s ( TSE:6800 ) stock was strong despite it releasing a soft earnings report last week. Our analysis...Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,002, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Electronic industry in Japan. Total loss to shareholders of 6.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,343 per share.Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥64.82 (down from JP¥135 in FY 2023). Revenue: JP¥76.9b (down 1.4% from FY 2023). Net income: JP¥1.51b (down 52% from FY 2023). Profit margin: 2.0% (down from 4.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.8%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • May 16Yokowo Co., Ltd., Annual General Meeting, Jun 27, 2024Yokowo Co., Ltd., Annual General Meeting, Jun 27, 2024.分析記事 • Apr 13Does Yokowo (TSE:6800) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).分析記事 • Mar 13Yokowo (TSE:6800) Will Pay A Dividend Of ¥22.00The board of Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will pay a dividend on the 1st of July, with investors...お知らせ • Mar 03Yokowo Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Yokowo Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024分析記事 • Feb 28Yokowo's (TSE:6800) Dividend Will Be ¥22.00Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will pay a dividend of ¥22.00 per share on the 1st of July...Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥0.21 (vs JP¥10.42 in 3Q 2023)Third quarter 2024 results: EPS: JP¥0.21 (down from JP¥10.42 in 3Q 2023). Revenue: JP¥20.3b (up 1.2% from 3Q 2023). Net income: JP¥5.00m (down 98% from 3Q 2023). Profit margin: 0% (down from 1.2% in 3Q 2023). Revenue is forecast to grow 5.6% 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 fallen by 31% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Feb 08Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥1,565. The fair value is estimated to be JP¥1,193, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Dec 11Price target decreased by 18% to JP¥1,700Down from JP¥2,067, the current price target is an average from 3 analysts. New target price is 16% above last closing price of JP¥1,466. Stock is down 40% over the past year. The company is forecast to post earnings per share of JP¥42.07 for next year compared to JP¥135 last year.お知らせ • Dec 10Yokowo Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Yokowo Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 11Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥5.58 (down from JP¥92.15 in 2Q 2023). Revenue: JP¥18.6b (down 13% from 2Q 2023). Net income: JP¥130.0m (down 94% from 2Q 2023). Profit margin: 0.7% (down from 10% in 2Q 2023). Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 108%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 18% per year.Buying Opportunity • Oct 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be JP¥1,728, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 36% per annum over the same time period.お知らせ • Sep 28Yokowo Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Yokowo Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Major Estimate Revision • Sep 10Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥76.4b to JP¥73.6b. EPS estimate also fell from JP¥102 per share to JP¥71.65 per share. Net income forecast to grow 29% next year vs 5.3% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,067 unchanged from last update. Share price was steady at JP¥1,671 over the past week.Major Estimate Revision • Sep 07Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥76.4b to JP¥74.9b. EPS estimate also fell from JP¥130 per share to JP¥111 per share. Net income forecast to grow 55% next year vs 6.0% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,067 unchanged from last update. Share price was steady at JP¥1,671 over the past week.Major Estimate Revision • Aug 14Consensus EPS estimates increase by 37%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥77.5b to JP¥76.4b. EPS estimate rose from JP¥94.50 to JP¥130. Net income forecast to grow 79% next year vs 6.4% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,750 to JP¥2,067. Share price was steady at JP¥1,796 over the past week.Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥35.52 (vs JP¥87.13 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.52 (down from JP¥87.13 in 1Q 2023). Revenue: JP¥18.2b (down 3.9% from 1Q 2023). Net income: JP¥828.0m (down 59% from 1Q 2023). Profit margin: 4.6% (down from 11% in 1Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Price Target Changed • Aug 08Price target decreased by 8.1% to JP¥2,633Down from JP¥2,867, the current price target is an average from 3 analysts. New target price is 45% above last closing price of JP¥1,818. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥147 for next year compared to JP¥135 last year.お知らせ • Jun 29Yokowo Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023Yokowo Co., Ltd. announced that they will report Q1, 2024 results at 12:00 PM, Tokyo Standard Time on Aug 07, 2023Major Estimate Revision • Jun 09Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥83.90 to JP¥94.50. Revenue forecast steady at JP¥77.5b. Net income forecast to shrink 29% next year vs 4.0% growth forecast for Electronic industry in Japan . Consensus price target of JP¥2,750 unchanged from last update. Share price was steady at JP¥1,708 over the past week.Reported Earnings • May 14Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥135 (down from JP¥202 in FY 2022). Revenue: JP¥78.0b (up 17% from FY 2022). Net income: JP¥3.15b (down 33% from FY 2022). Profit margin: 4.0% (down from 7.0% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 4.0% 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 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • May 13+ 3 more updatesYokowo Co., Ltd., Annual General Meeting, Jun 28, 2023Yokowo Co., Ltd., Annual General Meeting, Jun 28, 2023.Major Estimate Revision • Apr 20Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥203 to JP¥177 per share. Revenue forecast steady at JP¥77.4b. Net income forecast to shrink 26% next year vs 5.8% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥2,867 to JP¥2,633. Share price was steady at JP¥1,996 over the past week.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Major Estimate Revision • Mar 10Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥241 to JP¥203 per share. Revenue forecast steady at JP¥77.7b. Net income forecast to shrink 19% next year vs 5.1% growth forecast for Electronic industry in Japan . Consensus price target of JP¥2,867 unchanged from last update. Share price rose 2.5% to JP¥2,025 over the past week.Buying Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥2,478, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.Price Target Changed • Feb 16Price target decreased by 10% to JP¥2,867Down from JP¥3,200, the current price target is an average from 3 analysts. New target price is 39% above last closing price of JP¥2,058. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥241 for next year compared to JP¥202 last year.Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥10.42 (vs JP¥71.96 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.42 (down from JP¥71.96 in 3Q 2022). Revenue: JP¥20.1b (up 13% from 3Q 2022). Net income: JP¥243.0m (down 86% from 3Q 2022). Profit margin: 1.2% (down from 9.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.収支内訳Yokowo の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:6800 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 2690,0903,88612,802031 Dec 2587,1112,03112,363030 Sep 2584,7502,98411,959030 Jun 2583,01181911,820031 Mar 2582,8842,22711,478031 Dec 2481,6213,10511,258030 Sep 2480,9101,12810,934030 Jun 2479,5912,41110,566031 Mar 2476,8951,51110,359031 Dec 2374,788-31210,203030 Sep 2374,549-7410,136030 Jun 2377,2171,94410,244031 Mar 2377,9623,14710,155031 Dec 2278,3995,8859,975030 Sep 2276,0867,3169,637030 Jun 2269,7535,7789,030031 Mar 2266,8484,6638,525031 Dec 2164,9664,6458,364030 Sep 2163,8344,0728,115030 Jun 2164,4284,4927,915031 Mar 2159,9763,8187,715031 Dec 2059,1613,0117,659030 Sep 2057,7733,0677,730030 Jun 2057,1892,9887,866031 Mar 2060,5953,4408,150031 Dec 1959,2313,0818,019030 Sep 1958,0402,5677,861030 Jun 1956,4922,3257,614031 Mar 1954,7522,2097,349031 Dec 1854,5362,4517,111030 Sep 1853,7992,5536,998030 Jun 1852,8302,3916,965031 Mar 1851,9192,3376,971031 Dec 1750,1302,4507,015030 Sep 1747,9053,0456,812030 Jun 1746,0182,8626,551031 Mar 1744,0772,3816,309031 Dec 1642,5711,6236,030030 Sep 1641,5039475,947030 Jun 1641,1242265,967031 Mar 1639,9984125,905031 Dec 1538,7796906,080030 Sep 1537,6957496,045030 Jun 1535,7061,6955,9100質の高い収益: 6800は 高品質の収益 を持っています。利益率の向上: 6800の現在の純利益率 (4.3%)は、昨年(2.7%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 6800の収益は過去 5 年間で年間20.7%減少しました。成長の加速: 6800の過去 1 年間の収益成長率 ( 74.5% ) は、5 年間の平均 ( 年間-20.7%を上回っています。収益対業界: 6800の過去 1 年間の収益成長率 ( 74.5% ) はElectronic業界13.7%を上回りました。株主資本利益率高いROE: 6800の 自己資本利益率 ( 6.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 14:51終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Yokowo Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Koichi HariyaIchiyoshi Research Institute Inc.Kazumasa KubotaOkasan Securities Co. Ltd.
分析記事 • May 20Yokowo's (TSE:6800) Strong Earnings Are Of Good QualityYokowo Co., Ltd.'s ( TSE:6800 ) strong earnings report was rewarded with a positive stock price move. Our analysis...
Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥167 (up from JP¥95.54 in FY 2025). Revenue: JP¥90.1b (up 8.7% from FY 2025). Net income: JP¥3.89b (up 75% from FY 2025). Profit margin: 4.3% (up from 2.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 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 25% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 14Yokowo Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Yokowo Co., Ltd. announced that they will report fiscal year 2026 results at 12:00 PM, Tokyo Standard Time on May 13, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥44.14 (vs JP¥85.02 in 3Q 2025)Third quarter 2026 results: EPS: JP¥44.14 (down from JP¥85.02 in 3Q 2025). Revenue: JP¥23.4b (up 11% from 3Q 2025). Net income: JP¥1.03b (down 48% from 3Q 2025). Profit margin: 4.4% (down from 9.4% in 3Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Dec 02Yokowo Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Yokowo Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥43.42 (vs JP¥49.47 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.42 (up from JP¥49.47 loss in 2Q 2025). Revenue: JP¥21.7b (up 8.7% from 2Q 2025). Net income: JP¥1.01b (up JP¥2.17b from 2Q 2025). Profit margin: 4.7% (up from net loss in 2Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
分析記事 • May 20Yokowo's (TSE:6800) Strong Earnings Are Of Good QualityYokowo Co., Ltd.'s ( TSE:6800 ) strong earnings report was rewarded with a positive stock price move. Our analysis...
Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥167 (up from JP¥95.54 in FY 2025). Revenue: JP¥90.1b (up 8.7% from FY 2025). Net income: JP¥3.89b (up 75% from FY 2025). Profit margin: 4.3% (up from 2.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 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 25% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Yokowo Co., Ltd., Annual General Meeting, Jun 26, 2026Yokowo Co., Ltd., Annual General Meeting, Jun 26, 2026.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,170, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 225% over the past three years.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,610, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 151% over the past three years.
お知らせ • Apr 14Yokowo Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Yokowo Co., Ltd. announced that they will report fiscal year 2026 results at 12:00 PM, Tokyo Standard Time on May 13, 2026
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,635, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 97% over the past three years.
お知らせ • Mar 30YOKOWO CO., LTD. Announces Audit & Supervisory Board Retirements, Effective June 26, 2026YOKOWO CO., LTD. announced retirement of Kenji Kamachi as Internal Audit & Supervisory Board Member and Toshiaki Tochigi as Outside Audit & Supervisory Board Member, effective June 26, 2026. Reason of change: The Company nominates persons with abundant experience and deep insight in corporate management, legal affairs, accounting, finance and taxation as candidates for Audit & Supervisory Board Member to further strengthen the audit function.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥3,735, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 104% over the past three years.
分析記事 • Feb 16Yokowo (TSE:6800) Is Increasing Its Dividend To ¥27.00The board of Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will be paying its dividend of ¥27.00 on the 29th of...
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥44.14 (vs JP¥85.02 in 3Q 2025)Third quarter 2026 results: EPS: JP¥44.14 (down from JP¥85.02 in 3Q 2025). Revenue: JP¥23.4b (up 11% from 3Q 2025). Net income: JP¥1.03b (down 48% from 3Q 2025). Profit margin: 4.4% (down from 9.4% in 3Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
分析記事 • Feb 10Market Participants Recognise Yokowo Co., Ltd.'s (TSE:6800) Earnings Pushing Shares 42% HigherDespite an already strong run, Yokowo Co., Ltd. ( TSE:6800 ) shares have been powering on, with a gain of 42% in the...
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,596, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 40% over the past three years.
分析記事 • Jan 23Yokowo (TSE:6800) Is Due To Pay A Dividend Of ¥25.00The board of Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will pay a dividend on the 29th of June, with...
お知らせ • Jan 23+ 1 more updateYokowo Co., Ltd. Appoints Takayuki Tokuma as CEO, Effective April 1, 2026Yokowo Co., Ltd. announced that, at the meeting of the Board of Directors held on January 23, 2026, it resolved to implement changes in Representative Directors. Effective April 1, 2026, Takayuki Tokuma will assume the role of CEO, transitioning from his current position as Representative Director, President and Executive Officer.
分析記事 • Dec 11Yokowo (TSE:6800) Will Pay A Dividend Of ¥25.00Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will pay a dividend of ¥25.00 per share on the 29th of June. This...
Declared Dividend • Dec 11First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 02Yokowo Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Yokowo Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥43.42 (vs JP¥49.47 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.42 (up from JP¥49.47 loss in 2Q 2025). Revenue: JP¥21.7b (up 8.7% from 2Q 2025). Net income: JP¥1.01b (up JP¥2.17b from 2Q 2025). Profit margin: 4.7% (up from net loss in 2Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
New Risk • Nov 10New 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 8.0% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Dividend is not well covered by earnings (137% payout ratio). Profit margins are more than 30% lower than last year (1.0% net profit margin).
分析記事 • Oct 31Investors Appear Satisfied With Yokowo Co., Ltd.'s (TSE:6800) Prospects As Shares Rocket 38%Yokowo Co., Ltd. ( TSE:6800 ) shareholders would be excited to see that the share price has had a great month, posting...
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,879, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Electronic industry in Japan. Negligible returns to shareholders over past three years.
お知らせ • Oct 28Yokowo Co., Ltd. announced that it expects to receive ¥2 million in fundingYokowo Co., Ltd announced a private placement to issue common shares for aggregate gross proceeds of ¥2,000,000 on October 27, 2025. The transaction will include participation from a subsidiary of Chunghwa Precision Test Technology Co., Ltd.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
お知らせ • Sep 14Yokowo Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Yokowo Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
Price Target Changed • Aug 30Price target increased by 9.8% to JP¥2,800Up from JP¥2,550, the current price target is provided by 1 analyst. New target price is 98% above last closing price of JP¥1,413. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥81.50 for next year compared to JP¥95.54 last year.
Major Estimate Revision • Aug 16Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥89.0b to JP¥86.7b. EPS estimate also fell from JP¥187 per share to JP¥157 per share. Net income forecast to grow 394% next year vs 17% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,450 unchanged from last update. Share price was steady at JP¥1,395 over the past week.
Board Change • Aug 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Heather Montgomery was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • Aug 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 3.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (137% payout ratio). Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin).
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥13.73 (vs JP¥74.13 in 1Q 2025)First quarter 2026 results: EPS: JP¥13.73 (down from JP¥74.13 in 1Q 2025). Revenue: JP¥21.0b (flat on 1Q 2025). Net income: JP¥320.0m (down 82% from 1Q 2025). Profit margin: 1.5% (down from 8.3% in 1Q 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
New Risk • Jul 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 3.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Dividend is not well covered by cash flows (0% cash payout ratio).
Declared Dividend • Jul 09Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥95.54 (up from JP¥64.82 in FY 2024). Revenue: JP¥82.9b (up 7.8% from FY 2024). Net income: JP¥2.23b (up 47% from FY 2024). Profit margin: 2.7% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 4.6% 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 fallen by 50% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 06Yokowo Co., Ltd. to Report Q1, 2026 Results on Aug 06, 2025Yokowo Co., Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025
分析記事 • May 23Yokowo's (TSE:6800) Earnings May Just Be The Starting PointYokowo Co., Ltd. ( TSE:6800 ) just reported healthy earnings but the stock price didn't move much. Our analysis...
Reported Earnings • May 21Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥95.54 (up from JP¥64.82 in FY 2024). Revenue: JP¥82.9b (up 7.8% from FY 2024). Net income: JP¥2.23b (up 47% from FY 2024). Profit margin: 2.7% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
お知らせ • May 15Yokowo Co., Ltd., Annual General Meeting, Jun 26, 2025Yokowo Co., Ltd., Annual General Meeting, Jun 26, 2025.
分析記事 • Apr 07Yokowo Co., Ltd. (TSE:6800) May Have Run Too Fast Too Soon With Recent 30% Price PlummetUnfortunately for some shareholders, the Yokowo Co., Ltd. ( TSE:6800 ) share price has dived 30% in the last thirty...
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. 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 18%After last week's 18% share price decline to JP¥1,176, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 44% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Mar 04Yokowo Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Yokowo Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥85.02 (vs JP¥0.21 in 3Q 2024)Third quarter 2025 results: EPS: JP¥85.02 (up from JP¥0.21 in 3Q 2024). Revenue: JP¥21.0b (up 3.5% from 3Q 2024). Net income: JP¥1.98b (up JP¥1.98b from 3Q 2024). Profit margin: 9.4% (up from 0% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.9% 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 fallen by 51% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Declared Dividend • Dec 11First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 5.6% to bring the payout ratio under control. EPS is expected to grow by 123% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Dec 06Yokowo Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Yokowo Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥49.46 loss per share (vs JP¥5.58 profit in 2Q 2024)Second quarter 2025 results: JP¥49.46 loss per share (down from JP¥5.58 profit in 2Q 2024). Revenue: JP¥19.9b (up 7.1% from 2Q 2024). Net loss: JP¥1.15b (down JP¥1.28b from profit in 2Q 2024). Revenue is forecast to grow 4.7% 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 fallen by 53% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
分析記事 • Sep 13Yokowo's (TSE:6800) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will be paying its dividend of ¥24.00 on the 11th of...
お知らせ • Sep 13Yokowo Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Yokowo Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
分析記事 • Aug 26Yokowo (TSE:6800) Will Pay A Larger Dividend Than Last Year At ¥24.00Yokowo Co., Ltd. ( TSE:6800 ) will increase its dividend from last year's comparable payment on the 11th of December to...
分析記事 • Aug 12Yokowo (TSE:6800) Is Increasing Its Dividend To ¥24.00Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will be increasing its dividend from last year's comparable payment...
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥74.13 (vs JP¥35.52 in 1Q 2024)First quarter 2025 results: EPS: JP¥74.13 (up from JP¥35.52 in 1Q 2024). Revenue: JP¥20.9b (up 15% from 1Q 2024). Net income: JP¥1.73b (up 109% from 1Q 2024). Profit margin: 8.3% (up from 4.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 05Yokowo Co., Ltd. (TSE:6800) Stocks Pounded By 27% But Not Lagging Market On Growth Or PricingYokowo Co., Ltd. ( TSE:6800 ) 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 22%After last week's 22% share price decline to JP¥1,482, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 38% over the past three years.
分析記事 • Jul 26Yokowo's (TSE:6800) Shareholders Will Receive A Bigger Dividend Than Last YearYokowo Co., Ltd. ( TSE:6800 ) will increase its dividend from last year's comparable payment on the 11th of December to...
分析記事 • Jul 12Yokowo (TSE:6800) Is Increasing Its Dividend To ¥24.00Yokowo Co., Ltd.'s ( TSE:6800 ) dividend will be increasing from last year's payment of the same period to ¥24.00 on...
Declared Dividend • Jul 11Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (dividend approximately 27x free cash flows). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Price Target Changed • Jul 08Price target increased by 18% to JP¥2,550Up from JP¥2,167, the current price target is an average from 3 analysts. New target price is 25% above last closing price of JP¥2,037. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥127 for next year compared to JP¥64.82 last year.
New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 25x cash flows per share. Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin).
Major Estimate Revision • Jun 06Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥164 to JP¥122 per share. Revenue forecast steady at JP¥82.5b. Net income forecast to grow 90% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target broadly unchanged at JP¥2,200. Share price rose 3.1% to JP¥2,091 over the past week.
お知らせ • Jun 02Yokowo Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Yokowo Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
分析記事 • May 23Why Investors Shouldn't Be Surprised By Yokowo Co., Ltd.'s (TSE:6800) 26% Share Price SurgeThe Yokowo Co., Ltd. ( TSE:6800 ) share price has done very well over the last month, posting an excellent gain of 26...
分析記事 • May 22Yokowo's (TSE:6800) Soft Earnings Don't Show The Whole PictureYokowo Co., Ltd.'s ( TSE:6800 ) stock was strong despite it releasing a soft earnings report last week. Our analysis...
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,002, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Electronic industry in Japan. Total loss to shareholders of 6.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,343 per share.
Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥64.82 (down from JP¥135 in FY 2023). Revenue: JP¥76.9b (down 1.4% from FY 2023). Net income: JP¥1.51b (down 52% from FY 2023). Profit margin: 2.0% (down from 4.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.8%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • May 16Yokowo Co., Ltd., Annual General Meeting, Jun 27, 2024Yokowo Co., Ltd., Annual General Meeting, Jun 27, 2024.
分析記事 • Apr 13Does Yokowo (TSE:6800) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
分析記事 • Mar 13Yokowo (TSE:6800) Will Pay A Dividend Of ¥22.00The board of Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will pay a dividend on the 1st of July, with investors...
お知らせ • Mar 03Yokowo Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Yokowo Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
分析記事 • Feb 28Yokowo's (TSE:6800) Dividend Will Be ¥22.00Yokowo Co., Ltd. ( TSE:6800 ) has announced that it will pay a dividend of ¥22.00 per share on the 1st of July...
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥0.21 (vs JP¥10.42 in 3Q 2023)Third quarter 2024 results: EPS: JP¥0.21 (down from JP¥10.42 in 3Q 2023). Revenue: JP¥20.3b (up 1.2% from 3Q 2023). Net income: JP¥5.00m (down 98% from 3Q 2023). Profit margin: 0% (down from 1.2% in 3Q 2023). Revenue is forecast to grow 5.6% 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 fallen by 31% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Feb 08Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥1,565. The fair value is estimated to be JP¥1,193, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Dec 11Price target decreased by 18% to JP¥1,700Down from JP¥2,067, the current price target is an average from 3 analysts. New target price is 16% above last closing price of JP¥1,466. Stock is down 40% over the past year. The company is forecast to post earnings per share of JP¥42.07 for next year compared to JP¥135 last year.
お知らせ • Dec 10Yokowo Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Yokowo Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥5.58 (down from JP¥92.15 in 2Q 2023). Revenue: JP¥18.6b (down 13% from 2Q 2023). Net income: JP¥130.0m (down 94% from 2Q 2023). Profit margin: 0.7% (down from 10% in 2Q 2023). Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 108%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 18% per year.
Buying Opportunity • Oct 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be JP¥1,728, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 5.0%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 36% per annum over the same time period.
お知らせ • Sep 28Yokowo Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Yokowo Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Major Estimate Revision • Sep 10Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥76.4b to JP¥73.6b. EPS estimate also fell from JP¥102 per share to JP¥71.65 per share. Net income forecast to grow 29% next year vs 5.3% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,067 unchanged from last update. Share price was steady at JP¥1,671 over the past week.
Major Estimate Revision • Sep 07Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥76.4b to JP¥74.9b. EPS estimate also fell from JP¥130 per share to JP¥111 per share. Net income forecast to grow 55% next year vs 6.0% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,067 unchanged from last update. Share price was steady at JP¥1,671 over the past week.
Major Estimate Revision • Aug 14Consensus EPS estimates increase by 37%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥77.5b to JP¥76.4b. EPS estimate rose from JP¥94.50 to JP¥130. Net income forecast to grow 79% next year vs 6.4% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥2,750 to JP¥2,067. Share price was steady at JP¥1,796 over the past week.
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥35.52 (vs JP¥87.13 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.52 (down from JP¥87.13 in 1Q 2023). Revenue: JP¥18.2b (down 3.9% from 1Q 2023). Net income: JP¥828.0m (down 59% from 1Q 2023). Profit margin: 4.6% (down from 11% in 1Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Price Target Changed • Aug 08Price target decreased by 8.1% to JP¥2,633Down from JP¥2,867, the current price target is an average from 3 analysts. New target price is 45% above last closing price of JP¥1,818. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥147 for next year compared to JP¥135 last year.
お知らせ • Jun 29Yokowo Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023Yokowo Co., Ltd. announced that they will report Q1, 2024 results at 12:00 PM, Tokyo Standard Time on Aug 07, 2023
Major Estimate Revision • Jun 09Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥83.90 to JP¥94.50. Revenue forecast steady at JP¥77.5b. Net income forecast to shrink 29% next year vs 4.0% growth forecast for Electronic industry in Japan . Consensus price target of JP¥2,750 unchanged from last update. Share price was steady at JP¥1,708 over the past week.
Reported Earnings • May 14Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥135 (down from JP¥202 in FY 2022). Revenue: JP¥78.0b (up 17% from FY 2022). Net income: JP¥3.15b (down 33% from FY 2022). Profit margin: 4.0% (down from 7.0% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 4.0% 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 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • May 13+ 3 more updatesYokowo Co., Ltd., Annual General Meeting, Jun 28, 2023Yokowo Co., Ltd., Annual General Meeting, Jun 28, 2023.
Major Estimate Revision • Apr 20Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥203 to JP¥177 per share. Revenue forecast steady at JP¥77.4b. Net income forecast to shrink 26% next year vs 5.8% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥2,867 to JP¥2,633. Share price was steady at JP¥1,996 over the past week.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Major Estimate Revision • Mar 10Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥241 to JP¥203 per share. Revenue forecast steady at JP¥77.7b. Net income forecast to shrink 19% next year vs 5.1% growth forecast for Electronic industry in Japan . Consensus price target of JP¥2,867 unchanged from last update. Share price rose 2.5% to JP¥2,025 over the past week.
Buying Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be JP¥2,478, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
Price Target Changed • Feb 16Price target decreased by 10% to JP¥2,867Down from JP¥3,200, the current price target is an average from 3 analysts. New target price is 39% above last closing price of JP¥2,058. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥241 for next year compared to JP¥202 last year.
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥10.42 (vs JP¥71.96 in 3Q 2022)Third quarter 2023 results: EPS: JP¥10.42 (down from JP¥71.96 in 3Q 2022). Revenue: JP¥20.1b (up 13% from 3Q 2022). Net income: JP¥243.0m (down 86% from 3Q 2022). Profit margin: 1.2% (down from 9.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.