View ValuationZERO 将来の成長Future 基準チェック /16ZEROは、8.5%と4%でそれぞれ年率8.5%で利益と収益が成長すると予測される一方、EPSはgrowで8.7%年率。主要情報8.5%収益成長率8.75%EPS成長率Transportation 収益成長0.5%収益成長率4.0%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日02 Mar 2026今後の成長に関する最新情報お知らせ • Feb 11+ 1 more updateZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2022ZERO Co., Ltd. provided consolidated earnings guidance for the year ending June 30, 2022. For the year, the company expects sales revenue of JPY 95,000 million, operating income of JPY 4,750 million and profit attributable to equity shareholders of the company of JPY 3,200 million or JPY 191.09 per basic share.お知らせ • May 14+ 1 more updateZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2021ZERO Co., Ltd. provided consolidated earnings guidance for the full year ending June 30, 2021. For the period, the company expected sales revenue of JPY 92,000 million, operating income of JPY 5,500 million, profit attributable to equity shareholders of the company of JPY 3,800 million and basic earnings per share of JPY 226.94.すべての更新を表示Recent updatesDeclared Dividend • Mar 14First half dividend of JP¥84.30 announcedShareholders will receive a dividend of JP¥84.30. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥76.03 (vs JP¥95.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥76.03 (down from JP¥95.57 in 2Q 2025). Revenue: JP¥30.4b (down 12% from 2Q 2025). Net income: JP¥1.29b (down 20% from 2Q 2025). Profit margin: 4.2% (down from 4.7% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 13New 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).分析記事 • Dec 25ZERO's (TSE:9028) Dividend Will Be ¥56.00ZERO Co., Ltd.'s ( TSE:9028 ) investors are due to receive a payment of ¥56.00 per share on 16th of March. This makes...Upcoming Dividend • Dec 22Upcoming dividend of JP¥56.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).分析記事 • Dec 15ZERO Co., Ltd. (TSE:9028) Stock Catapults 26% Though Its Price And Business Still Lag The MarketZERO Co., Ltd. ( TSE:9028 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. The...お知らせ • Nov 29ZERO Co., Ltd. to Report Q2, 2026 Results on Feb 12, 2026ZERO Co., Ltd. announced that they will report Q2, 2026 results on Feb 12, 2026分析記事 • Nov 22ZERO's (TSE:9028) Dividend Will Be ¥56.00The board of ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend on the 16th of March, with investors...分析記事 • Nov 20Statutory Profit Doesn't Reflect How Good ZERO's (TSE:9028) Earnings AreEven though ZERO Co., Ltd.'s ( TSE:9028 ) recent earnings release was robust, the market didn't seem to notice...Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥103 (vs JP¥112 in 1Q 2025)First quarter 2026 results: EPS: JP¥103 (down from JP¥112 in 1Q 2025). Revenue: JP¥35.5b (up 3.3% from 1Q 2025). Net income: JP¥1.75b (down 7.4% from 1Q 2025). Profit margin: 4.9% (down from 5.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 36% per year.分析記事 • Oct 06ZERO (TSE:9028) Has Announced A Dividend Of ¥56.00ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend of ¥56.00 per share on the 16th of March. This...Declared Dividend • Oct 06Final dividend of JP¥56.00 announcedShareholders will receive a dividend of JP¥56.00. Ex-date: 29th December 2025 Payment date: 16th March 2026 Dividend yield will be 4.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 04Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥424 (up from JP¥246 in FY 2024). Revenue: JP¥147.8b (up 5.0% from FY 2024). Net income: JP¥7.18b (up 73% from FY 2024). Profit margin: 4.9% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% 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 • Sep 01ZERO Co., Ltd. to Report Q1, 2026 Results on Nov 13, 2025ZERO Co., Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025Reported Earnings • Aug 08Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥424 (up from JP¥246 in FY 2024). Revenue: JP¥147.8b (up 5.0% from FY 2024). Net income: JP¥7.18b (up 73% from FY 2024). Profit margin: 4.9% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 07ZERO Co., Ltd., Annual General Meeting, Sep 26, 2025ZERO Co., Ltd., Annual General Meeting, Sep 26, 2025.分析記事 • Jun 21ZERO (TSE:9028) Will Pay A Larger Dividend Than Last Year At ¥95.40ZERO Co., Ltd. ( TSE:9028 ) will increase its dividend from last year's comparable payment on the 27th of September to...Upcoming Dividend • Jun 20Upcoming dividend of JP¥95.40 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 September 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (2.0%).お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2025 Results on Aug 07, 2025ZERO Co., Ltd. announced that they will report fiscal year 2025 results on Aug 07, 2025Reported Earnings • May 20Third quarter 2025 earnings released: EPS: JP¥115 (vs JP¥88.63 in 3Q 2024)Third quarter 2025 results: EPS: JP¥115 (up from JP¥88.63 in 3Q 2024). Revenue: JP¥44.1b (up 7.0% from 3Q 2024). Net income: JP¥1.95b (up 30% from 3Q 2024). Profit margin: 4.4% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 20ZERO's (TSE:9028) Shareholders Will Receive A Bigger Dividend Than Last YearZERO Co., Ltd. ( TSE:9028 ) has announced that it will be increasing its dividend from last year's comparable payment...New Risk • May 18New 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 7.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).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 5.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,310, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Transportation industry in Japan. Total returns to shareholders of 157% over the past three years.分析記事 • Apr 06ZERO (TSE:9028) Knows How To Allocate Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...分析記事 • Mar 16ZERO's (TSE:9028) Shareholders Will Receive A Bigger Dividend Than Last YearZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥64.40 on 27th...Declared Dividend • Mar 15First half dividend of JP¥64.40 announcedShareholders will receive a dividend of JP¥64.40. Ex-date: 27th June 2025 Payment date: 27th September 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 01ZERO Co., Ltd. to Report Q3, 2025 Results on May 15, 2025ZERO Co., Ltd. announced that they will report Q3, 2025 results on May 15, 2025Reported Earnings • Feb 15Second quarter 2025 earnings released: EPS: JP¥95.57 (vs JP¥44.46 in 2Q 2024)Second quarter 2025 results: EPS: JP¥95.57 (up from JP¥44.46 in 2Q 2024). Revenue: JP¥34.6b (up 5.8% from 2Q 2024). Net income: JP¥1.62b (up 115% from 2Q 2024). Profit margin: 4.7% (up from 2.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Dec 20Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 11 March 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).分析記事 • Dec 04ZERO (TSE:9028) Has Announced A Dividend Of ¥43.00ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend of ¥43.00 per share on the 11th of March. This...お知らせ • Dec 03ZERO Co., Ltd. to Report Q2, 2025 Results on Feb 13, 2025ZERO Co., Ltd. announced that they will report Q2, 2025 results on Feb 13, 2025Reported Earnings • Nov 09First quarter 2025 earnings released: EPS: JP¥112 (vs JP¥42.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥112 (up from JP¥42.01 in 1Q 2024). Revenue: JP¥34.3b (up 8.3% from 1Q 2024). Net income: JP¥1.89b (up 166% from 1Q 2024). Profit margin: 5.5% (up from 2.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,720, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 177% over the past three years.分析記事 • Oct 23ZERO's (TSE:9028) Dividend Will Be ¥43.00ZERO Co., Ltd.'s ( TSE:9028 ) investors are due to receive a payment of ¥43.00 per share on 11th of March. This takes...Declared Dividend • Oct 10Final dividend of JP¥43.00 announcedShareholders will receive a dividend of JP¥43.00. Ex-date: 27th December 2024 Payment date: 11th March 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥246 (vs JP¥204 in FY 2023)Full year 2024 results: EPS: JP¥246 (up from JP¥204 in FY 2023). Revenue: JP¥140.8b (up 5.9% from FY 2023). Net income: JP¥4.15b (up 21% from FY 2023). Profit margin: 2.9% (up from 2.6% in FY 2023). The increase in margin was driven by higher revenue. 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 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 27ZERO Co., Ltd. to Report Q1, 2025 Results on Nov 07, 2024ZERO Co., Ltd. announced that they will report Q1, 2025 results on Nov 07, 2024お知らせ • Aug 08ZERO Co., Ltd., Annual General Meeting, Sep 26, 2024ZERO Co., Ltd., Annual General Meeting, Sep 26, 2024.New Risk • Aug 05New 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 6.8% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).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¥1,379, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 24% over the past three years.分析記事 • Jun 26ZERO (TSE:9028) Will Pay A Larger Dividend Than Last Year At ¥39.80ZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥39.80 on 28th...Upcoming Dividend • Jun 20Upcoming dividend of JP¥39.80 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 September 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).分析記事 • Jun 05ZERO's (TSE:9028) Upcoming Dividend Will Be Larger Than Last Year'sZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥39.80 on 28th...お知らせ • Jun 05ZERO Co., Ltd. to Report Fiscal Year 2024 Results on Aug 08, 2024ZERO Co., Ltd. announced that they will report fiscal year 2024 results on Aug 08, 2024分析記事 • May 21ZERO (TSE:9028) Is Increasing Its Dividend To ¥39.80ZERO Co., Ltd.'s ( TSE:9028 ) periodic dividend will be increasing on the 28th of September to ¥39.80, with investors...Reported Earnings • May 11Third quarter 2024 earnings released: EPS: JP¥88.09 (vs JP¥61.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥88.09 (up from JP¥61.76 in 3Q 2023). Revenue: JP¥41.2b (up 12% from 3Q 2023). Net income: JP¥1.49b (up 43% from 3Q 2023). Profit margin: 3.6% (up from 2.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 10+ 1 more updateZERO Co., Ltd. Revises Dividend Guidance for the Year Ended 2024ZERO Co., Ltd. revised to pay dividend of JPY 39.80 per share for the year ended 2024 compared to JPY 36.00 per share paid a year ago.お知らせ • Feb 28ZERO Co., Ltd. to Report Q3, 2024 Results on May 09, 2024ZERO Co., Ltd. announced that they will report Q3, 2024 results on May 09, 2024Reported Earnings • Feb 10Second quarter 2024 earnings released: EPS: JP¥44.99 (vs JP¥38.36 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.99 (up from JP¥38.36 in 2Q 2023). Revenue: JP¥32.7b (up 7.5% from 2Q 2023). Net income: JP¥760.0m (up 18% from 2Q 2023). Profit margin: 2.3% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of JP¥15.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 11 March 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.3%).お知らせ • Nov 27ZERO Co., Ltd. to Report Q2, 2024 Results on Feb 08, 2024ZERO Co., Ltd. announced that they will report Q2, 2024 results on Feb 08, 2024Reported Earnings • Nov 10First quarter 2024 earnings released: EPS: JP¥42.01 (vs JP¥48.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥42.01 (down from JP¥48.11 in 1Q 2023). Revenue: JP¥31.7b (down 6.3% from 1Q 2023). Net income: JP¥709.0m (down 13% from 1Q 2023). Profit margin: 2.2% (down from 2.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 01ZERO Co., Ltd. to Report Q1, 2024 Results on Nov 09, 2023ZERO Co., Ltd. announced that they will report Q1, 2024 results on Nov 09, 2023Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥204 (vs JP¥151 in FY 2022)Full year 2023 results: EPS: JP¥204 (up from JP¥151 in FY 2022). Revenue: JP¥132.9b (up 24% from FY 2022). Net income: JP¥3.44b (up 36% from FY 2022). Profit margin: 2.6% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 12+ 2 more updatesZERO Co., Ltd. Announces Dividend for the Year End of Fiscal Year 2023, Payable on September 28, 2023 and Provides Dividend Guidance for the Year End of Fiscal Year 2024ZERO Co., Ltd. announced the dividend of JPY 36.00 per share for the year end of fiscal year 2023, payable on September 28, 2023 against JPY 22.70 per share a year ago.Provided dividend guidance for the year end of fiscal year 2024. For the year, the company expects dividend of JPY 36.90 per share against JPY 36.00 per share a year ago.お知らせ • Aug 11ZERO Co., Ltd., Annual General Meeting, Sep 27, 2023ZERO Co., Ltd., Annual General Meeting, Sep 27, 2023.Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.80 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).お知らせ • Jun 03ZERO Co., Ltd. to Report Q4, 2023 Results on Aug 10, 2023ZERO Co., Ltd. announced that they will report Q4, 2023 results on Aug 10, 2023Reported Earnings • May 16Third quarter 2023 earnings released: EPS: JP¥61.81 (vs JP¥64.51 in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.81 (down from JP¥64.51 in 3Q 2022). Revenue: JP¥36.8b (up 22% from 3Q 2022). Net income: JP¥1.04b (down 3.8% from 3Q 2022). Profit margin: 2.8% (down from 3.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 12Second quarter 2023 earnings released: EPS: JP¥38.42 (vs JP¥25.53 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.42 (up from JP¥25.53 in 2Q 2022). Revenue: JP¥30.5b (up 23% from 2Q 2022). Net income: JP¥647.0m (up 51% from 2Q 2022). Profit margin: 2.1% (up from 1.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 March 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).お知らせ • Nov 27ZERO Co., Ltd. to Report Q2, 2023 Results on Feb 09, 2023ZERO Co., Ltd. announced that they will report Q2, 2023 results on Feb 09, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (10 non-independent directors). Standing Corporate Auditor Tomoyuki Shioya was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 12First quarter 2023 earnings released: EPS: JP¥48.11 (vs JP¥23.33 in 1Q 2022)First quarter 2023 results: EPS: JP¥48.11 (up from JP¥23.33 in 1Q 2022). Revenue: JP¥33.8b (up 56% from 1Q 2022). Net income: JP¥810.0m (up 107% from 1Q 2022). Profit margin: 2.4% (up from 1.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.お知らせ • Nov 11+ 2 more updatesZERO Co., Ltd. Provides Dividend Guidance for the Second Quarter of Fiscal 2023ZERO Co., Ltd. provides dividend guidance for the second quarter of fiscal 2023. For the quarter, the company expects dividend to be ¥15.00 per share against ¥15.00 per share a year ago.お知らせ • Sep 01ZERO Co., Ltd. to Report Q1, 2023 Results on Nov 10, 2022ZERO Co., Ltd. announced that they will report Q1, 2023 results on Nov 10, 2022お知らせ • Aug 12ZERO Co., Ltd., Annual General Meeting, Sep 28, 2022ZERO Co., Ltd., Annual General Meeting, Sep 28, 2022.Reported Earnings • Aug 12Full year 2022 earnings released: EPS: JP¥151 (vs JP¥217 in FY 2021)Full year 2022 results: EPS: JP¥151 (down from JP¥217 in FY 2021). Revenue: JP¥107.0b (up 16% from FY 2021). Net income: JP¥2.54b (down 30% from FY 2021). Profit margin: 2.4% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.お知らせ • Aug 11+ 2 more updatesZero Co., Ltd. Declares Dividend for the Fiscal Year Ended June 30, 2022, Payable on September 29, 2022ZERO Co., Ltd. declared dividend of JPY 22.70 per share for the fiscal year ended June 30, 2022, as compared to JPY 39.10 per share paid a year ago. Scheduled date to commence dividend payments on September 29, 2022.Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.20 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).お知らせ • Jun 09ZERO Co., Ltd. announced that it has received ¥100 million in fundingZERO Co., Ltd. announced that it has received ¥100 million in a round of funding on June 8, 2022. The transaction included participation from individual investors.お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2022 Results on Aug 10, 2022ZERO Co., Ltd. announced that they will report fiscal year 2022 results on Aug 10, 2022Reported Earnings • May 16Third quarter 2022 earnings released: EPS: JP¥64.50 (vs JP¥67.49 in 3Q 2021)Third quarter 2022 results: EPS: JP¥64.50 (down from JP¥67.49 in 3Q 2021). Revenue: JP¥30.1b (up 20% from 3Q 2021). Net income: JP¥1.08b (down 4.1% from 3Q 2021). Profit margin: 3.6% (down from 4.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. No independent directors (10 non-independent directors). Standing Corporate Auditor Tomoyuki Shioya was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08ZERO Co., Ltd. to Report Q3, 2022 Results on May 12, 2022ZERO Co., Ltd. announced that they will report Q3, 2022 results on May 12, 2022Reported Earnings • Feb 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥25.59 (down from JP¥40.19 in 2Q 2021). Revenue: JP¥24.8b (up 11% from 2Q 2021). Net income: JP¥430.0m (down 36% from 2Q 2021). Profit margin: 1.7% (down from 3.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 11+ 1 more updateZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2022ZERO Co., Ltd. provided consolidated earnings guidance for the year ending June 30, 2022. For the year, the company expects sales revenue of JPY 95,000 million, operating income of JPY 4,750 million and profit attributable to equity shareholders of the company of JPY 3,200 million or JPY 191.09 per basic share.Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 March 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.3%).Reported Earnings • Nov 12First quarter 2022 earnings released: EPS JP¥23.33 (vs JP¥65.76 in 1Q 2021)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥21.6b (flat on 1Q 2021). Net income: JP¥392.0m (down 64% from 1Q 2021). Profit margin: 1.8% (down from 5.1% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥217 (vs JP¥142 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥92.2b (up 3.0% from FY 2020). Net income: JP¥3.63b (up 53% from FY 2020). Profit margin: 3.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 06Full year 2021 earnings released: EPS JP¥217 (vs JP¥142 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥92.2b (up 3.0% from FY 2020). Net income: JP¥3.63b (up 53% from FY 2020). Profit margin: 3.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,241, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 25% over the past three years.Upcoming Dividend • Jun 22Upcoming dividend of JP¥41.70 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 30 September 2021. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Reported Earnings • May 15Third quarter 2021 earnings released: EPS JP¥67.54 (vs JP¥55.56 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥25.2b (down 1.4% from 3Q 2020). Net income: JP¥1.13b (up 22% from 3Q 2020). Profit margin: 4.5% (up from 3.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • May 14+ 1 more updateZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2021ZERO Co., Ltd. provided consolidated earnings guidance for the full year ending June 30, 2021. For the period, the company expected sales revenue of JPY 92,000 million, operating income of JPY 5,500 million, profit attributable to equity shareholders of the company of JPY 3,800 million and basic earnings per share of JPY 226.94.Is New 90 Day High Low • Mar 01New 90-day high: JP¥1,051The company is up 8.0% from its price of JP¥972 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 12% over the same period.お知らせ • Feb 28ZERO Co., Ltd. to Report Q3, 2021 Results on May 13, 2021ZERO Co., Ltd. announced that they will report Q3, 2021 results on May 13, 2021Reported Earnings • Feb 12Second quarter 2021 earnings released: EPS JP¥40.19 (vs JP¥32.54 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥22.3b (down 4.3% from 2Q 2020). Net income: JP¥673.0m (up 24% from 2Q 2020). Profit margin: 3.0% (up from 2.3% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Jan 26New 90-day high: JP¥1,010The company is up 15% from its price of JP¥882 on 28 October 2020. The Japanese market is also up 15% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Transportation industry, which is up 10.0% over the same period.業績と収益の成長予測TSE:9028 - 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6/30/2028161,0008,260N/A12,16016/30/2027156,0007,840N/A11,84016/30/2026151,0007,060N/A11,060112/31/2025144,7286,71111,87414,987N/A9/30/2025148,9847,03910,77113,948N/A6/30/2025147,8437,1799,94112,857N/A3/31/2025148,2046,6439,50712,489N/A12/31/2024145,3076,1959,60212,712N/A9/30/2024143,3945,3287,75410,741N/A6/30/2024140,7514,1508,44711,233N/A3/31/2024137,3793,8965,1217,984N/A12/31/2023133,0143,4405,0547,540N/A9/30/2023130,7433,3368,22110,479N/A6/30/2023132,8613,4376,5868,778N/A3/31/2023131,5743,1293,9886,402N/A12/31/2022124,8683,1709773,723N/A9/30/2022119,2362,953-2532,614N/A6/30/2022107,0452,5351,2643,954N/A3/31/202299,7472,6271,4193,994N/A12/31/202194,8272,6743,8536,773N/A9/30/202192,3352,9176,0489,056N/A6/30/202192,1713,6265,5378,594N/A3/31/202186,6393,0056,4839,221N/A12/31/202087,0102,8016,1248,359N/A9/30/202088,0022,6724,3116,395N/A6/30/202089,5012,3744,5446,538N/A3/31/202095,0933,0442,9715,174N/A12/31/201993,3083,0502,5624,652N/A9/30/201992,2202,438N/A3,135N/A6/30/201990,2281,658N/A1,033N/A3/31/201988,7241,384N/A304N/A12/31/201885,9961,112N/A564N/A9/30/201882,9671,493N/A1,670N/A6/30/201881,3762,129N/A3,015N/A3/31/201879,3552,287N/A3,860N/A12/31/201779,6052,832N/A4,640N/A9/30/201779,9543,426N/A4,531N/A6/30/201779,1343,455N/A3,391N/A3/31/201777,9693,352N/AN/AN/A12/31/201677,3063,412N/A4,536N/A9/30/201677,0463,265N/AN/AN/A6/30/201677,8293,455N/A5,050N/A3/31/201680,8933,382N/AN/AN/A12/31/201580,7002,856N/A2,982N/A9/30/201579,4332,499N/AN/AN/A6/30/201577,2471,878N/A2,003N/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: 9028の予測収益成長率 (年間8.5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 9028の収益 ( 8.5% ) JP市場 ( 10.2% ) よりも低い成長が予測されています。高成長収益: 9028の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 9028の収益 ( 4% ) JP市場 ( 6.1% ) よりも低い成長が予測されています。高い収益成長: 9028の収益 ( 4% ) 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: 9028の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTransportation 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2026/05/09 20:17終値2026/05/08 00:00収益2025/12/31年間収益2025/06/30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ZERO 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。1 アナリスト機関Yumiko KaiIchiyoshi Research Institute Inc.
お知らせ • Feb 11+ 1 more updateZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2022ZERO Co., Ltd. provided consolidated earnings guidance for the year ending June 30, 2022. For the year, the company expects sales revenue of JPY 95,000 million, operating income of JPY 4,750 million and profit attributable to equity shareholders of the company of JPY 3,200 million or JPY 191.09 per basic share.
お知らせ • May 14+ 1 more updateZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2021ZERO Co., Ltd. provided consolidated earnings guidance for the full year ending June 30, 2021. For the period, the company expected sales revenue of JPY 92,000 million, operating income of JPY 5,500 million, profit attributable to equity shareholders of the company of JPY 3,800 million and basic earnings per share of JPY 226.94.
Declared Dividend • Mar 14First half dividend of JP¥84.30 announcedShareholders will receive a dividend of JP¥84.30. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 16Second quarter 2026 earnings released: EPS: JP¥76.03 (vs JP¥95.57 in 2Q 2025)Second quarter 2026 results: EPS: JP¥76.03 (down from JP¥95.57 in 2Q 2025). Revenue: JP¥30.4b (down 12% from 2Q 2025). Net income: JP¥1.29b (down 20% from 2Q 2025). Profit margin: 4.2% (down from 4.7% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 13New 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).
分析記事 • Dec 25ZERO's (TSE:9028) Dividend Will Be ¥56.00ZERO Co., Ltd.'s ( TSE:9028 ) investors are due to receive a payment of ¥56.00 per share on 16th of March. This makes...
Upcoming Dividend • Dec 22Upcoming dividend of JP¥56.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
分析記事 • Dec 15ZERO Co., Ltd. (TSE:9028) Stock Catapults 26% Though Its Price And Business Still Lag The MarketZERO Co., Ltd. ( TSE:9028 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. The...
お知らせ • Nov 29ZERO Co., Ltd. to Report Q2, 2026 Results on Feb 12, 2026ZERO Co., Ltd. announced that they will report Q2, 2026 results on Feb 12, 2026
分析記事 • Nov 22ZERO's (TSE:9028) Dividend Will Be ¥56.00The board of ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend on the 16th of March, with investors...
分析記事 • Nov 20Statutory Profit Doesn't Reflect How Good ZERO's (TSE:9028) Earnings AreEven though ZERO Co., Ltd.'s ( TSE:9028 ) recent earnings release was robust, the market didn't seem to notice...
Reported Earnings • Nov 17First quarter 2026 earnings released: EPS: JP¥103 (vs JP¥112 in 1Q 2025)First quarter 2026 results: EPS: JP¥103 (down from JP¥112 in 1Q 2025). Revenue: JP¥35.5b (up 3.3% from 1Q 2025). Net income: JP¥1.75b (down 7.4% from 1Q 2025). Profit margin: 4.9% (down from 5.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 36% per year.
分析記事 • Oct 06ZERO (TSE:9028) Has Announced A Dividend Of ¥56.00ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend of ¥56.00 per share on the 16th of March. This...
Declared Dividend • Oct 06Final dividend of JP¥56.00 announcedShareholders will receive a dividend of JP¥56.00. Ex-date: 29th December 2025 Payment date: 16th March 2026 Dividend yield will be 4.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 04Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥424 (up from JP¥246 in FY 2024). Revenue: JP¥147.8b (up 5.0% from FY 2024). Net income: JP¥7.18b (up 73% from FY 2024). Profit margin: 4.9% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% 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 • Sep 01ZERO Co., Ltd. to Report Q1, 2026 Results on Nov 13, 2025ZERO Co., Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025
Reported Earnings • Aug 08Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥424 (up from JP¥246 in FY 2024). Revenue: JP¥147.8b (up 5.0% from FY 2024). Net income: JP¥7.18b (up 73% from FY 2024). Profit margin: 4.9% (up from 2.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 07ZERO Co., Ltd., Annual General Meeting, Sep 26, 2025ZERO Co., Ltd., Annual General Meeting, Sep 26, 2025.
分析記事 • Jun 21ZERO (TSE:9028) Will Pay A Larger Dividend Than Last Year At ¥95.40ZERO Co., Ltd. ( TSE:9028 ) will increase its dividend from last year's comparable payment on the 27th of September to...
Upcoming Dividend • Jun 20Upcoming dividend of JP¥95.40 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 27 September 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (2.0%).
お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2025 Results on Aug 07, 2025ZERO Co., Ltd. announced that they will report fiscal year 2025 results on Aug 07, 2025
Reported Earnings • May 20Third quarter 2025 earnings released: EPS: JP¥115 (vs JP¥88.63 in 3Q 2024)Third quarter 2025 results: EPS: JP¥115 (up from JP¥88.63 in 3Q 2024). Revenue: JP¥44.1b (up 7.0% from 3Q 2024). Net income: JP¥1.95b (up 30% from 3Q 2024). Profit margin: 4.4% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 20ZERO's (TSE:9028) Shareholders Will Receive A Bigger Dividend Than Last YearZERO Co., Ltd. ( TSE:9028 ) has announced that it will be increasing its dividend from last year's comparable payment...
New Risk • May 18New 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 7.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change).
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 5.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,310, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Transportation industry in Japan. Total returns to shareholders of 157% over the past three years.
分析記事 • Apr 06ZERO (TSE:9028) Knows How To Allocate Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
分析記事 • Mar 16ZERO's (TSE:9028) Shareholders Will Receive A Bigger Dividend Than Last YearZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥64.40 on 27th...
Declared Dividend • Mar 15First half dividend of JP¥64.40 announcedShareholders will receive a dividend of JP¥64.40. Ex-date: 27th June 2025 Payment date: 27th September 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 01ZERO Co., Ltd. to Report Q3, 2025 Results on May 15, 2025ZERO Co., Ltd. announced that they will report Q3, 2025 results on May 15, 2025
Reported Earnings • Feb 15Second quarter 2025 earnings released: EPS: JP¥95.57 (vs JP¥44.46 in 2Q 2024)Second quarter 2025 results: EPS: JP¥95.57 (up from JP¥44.46 in 2Q 2024). Revenue: JP¥34.6b (up 5.8% from 2Q 2024). Net income: JP¥1.62b (up 115% from 2Q 2024). Profit margin: 4.7% (up from 2.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Dec 20Upcoming dividend of JP¥43.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 11 March 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).
分析記事 • Dec 04ZERO (TSE:9028) Has Announced A Dividend Of ¥43.00ZERO Co., Ltd. ( TSE:9028 ) has announced that it will pay a dividend of ¥43.00 per share on the 11th of March. This...
お知らせ • Dec 03ZERO Co., Ltd. to Report Q2, 2025 Results on Feb 13, 2025ZERO Co., Ltd. announced that they will report Q2, 2025 results on Feb 13, 2025
Reported Earnings • Nov 09First quarter 2025 earnings released: EPS: JP¥112 (vs JP¥42.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥112 (up from JP¥42.01 in 1Q 2024). Revenue: JP¥34.3b (up 8.3% from 1Q 2024). Net income: JP¥1.89b (up 166% from 1Q 2024). Profit margin: 5.5% (up from 2.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,720, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 177% over the past three years.
分析記事 • Oct 23ZERO's (TSE:9028) Dividend Will Be ¥43.00ZERO Co., Ltd.'s ( TSE:9028 ) investors are due to receive a payment of ¥43.00 per share on 11th of March. This takes...
Declared Dividend • Oct 10Final dividend of JP¥43.00 announcedShareholders will receive a dividend of JP¥43.00. Ex-date: 27th December 2024 Payment date: 11th March 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥246 (vs JP¥204 in FY 2023)Full year 2024 results: EPS: JP¥246 (up from JP¥204 in FY 2023). Revenue: JP¥140.8b (up 5.9% from FY 2023). Net income: JP¥4.15b (up 21% from FY 2023). Profit margin: 2.9% (up from 2.6% in FY 2023). The increase in margin was driven by higher revenue. 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 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 27ZERO Co., Ltd. to Report Q1, 2025 Results on Nov 07, 2024ZERO Co., Ltd. announced that they will report Q1, 2025 results on Nov 07, 2024
お知らせ • Aug 08ZERO Co., Ltd., Annual General Meeting, Sep 26, 2024ZERO Co., Ltd., Annual General Meeting, Sep 26, 2024.
New Risk • Aug 05New 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 6.8% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
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¥1,379, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 24% over the past three years.
分析記事 • Jun 26ZERO (TSE:9028) Will Pay A Larger Dividend Than Last Year At ¥39.80ZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥39.80 on 28th...
Upcoming Dividend • Jun 20Upcoming dividend of JP¥39.80 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 28 September 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.7%).
分析記事 • Jun 05ZERO's (TSE:9028) Upcoming Dividend Will Be Larger Than Last Year'sZERO Co., Ltd.'s ( TSE:9028 ) dividend will be increasing from last year's payment of the same period to ¥39.80 on 28th...
お知らせ • Jun 05ZERO Co., Ltd. to Report Fiscal Year 2024 Results on Aug 08, 2024ZERO Co., Ltd. announced that they will report fiscal year 2024 results on Aug 08, 2024
分析記事 • May 21ZERO (TSE:9028) Is Increasing Its Dividend To ¥39.80ZERO Co., Ltd.'s ( TSE:9028 ) periodic dividend will be increasing on the 28th of September to ¥39.80, with investors...
Reported Earnings • May 11Third quarter 2024 earnings released: EPS: JP¥88.09 (vs JP¥61.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥88.09 (up from JP¥61.76 in 3Q 2023). Revenue: JP¥41.2b (up 12% from 3Q 2023). Net income: JP¥1.49b (up 43% from 3Q 2023). Profit margin: 3.6% (up from 2.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 10+ 1 more updateZERO Co., Ltd. Revises Dividend Guidance for the Year Ended 2024ZERO Co., Ltd. revised to pay dividend of JPY 39.80 per share for the year ended 2024 compared to JPY 36.00 per share paid a year ago.
お知らせ • Feb 28ZERO Co., Ltd. to Report Q3, 2024 Results on May 09, 2024ZERO Co., Ltd. announced that they will report Q3, 2024 results on May 09, 2024
Reported Earnings • Feb 10Second quarter 2024 earnings released: EPS: JP¥44.99 (vs JP¥38.36 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.99 (up from JP¥38.36 in 2Q 2023). Revenue: JP¥32.7b (up 7.5% from 2Q 2023). Net income: JP¥760.0m (up 18% from 2Q 2023). Profit margin: 2.3% (up from 2.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥15.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 11 March 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.3%).
お知らせ • Nov 27ZERO Co., Ltd. to Report Q2, 2024 Results on Feb 08, 2024ZERO Co., Ltd. announced that they will report Q2, 2024 results on Feb 08, 2024
Reported Earnings • Nov 10First quarter 2024 earnings released: EPS: JP¥42.01 (vs JP¥48.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥42.01 (down from JP¥48.11 in 1Q 2023). Revenue: JP¥31.7b (down 6.3% from 1Q 2023). Net income: JP¥709.0m (down 13% from 1Q 2023). Profit margin: 2.2% (down from 2.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 01ZERO Co., Ltd. to Report Q1, 2024 Results on Nov 09, 2023ZERO Co., Ltd. announced that they will report Q1, 2024 results on Nov 09, 2023
Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥204 (vs JP¥151 in FY 2022)Full year 2023 results: EPS: JP¥204 (up from JP¥151 in FY 2022). Revenue: JP¥132.9b (up 24% from FY 2022). Net income: JP¥3.44b (up 36% from FY 2022). Profit margin: 2.6% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 12+ 2 more updatesZERO Co., Ltd. Announces Dividend for the Year End of Fiscal Year 2023, Payable on September 28, 2023 and Provides Dividend Guidance for the Year End of Fiscal Year 2024ZERO Co., Ltd. announced the dividend of JPY 36.00 per share for the year end of fiscal year 2023, payable on September 28, 2023 against JPY 22.70 per share a year ago.Provided dividend guidance for the year end of fiscal year 2024. For the year, the company expects dividend of JPY 36.90 per share against JPY 36.00 per share a year ago.
お知らせ • Aug 11ZERO Co., Ltd., Annual General Meeting, Sep 27, 2023ZERO Co., Ltd., Annual General Meeting, Sep 27, 2023.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.80 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).
お知らせ • Jun 03ZERO Co., Ltd. to Report Q4, 2023 Results on Aug 10, 2023ZERO Co., Ltd. announced that they will report Q4, 2023 results on Aug 10, 2023
Reported Earnings • May 16Third quarter 2023 earnings released: EPS: JP¥61.81 (vs JP¥64.51 in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.81 (down from JP¥64.51 in 3Q 2022). Revenue: JP¥36.8b (up 22% from 3Q 2022). Net income: JP¥1.04b (down 3.8% from 3Q 2022). Profit margin: 2.8% (down from 3.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 12Second quarter 2023 earnings released: EPS: JP¥38.42 (vs JP¥25.53 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.42 (up from JP¥25.53 in 2Q 2022). Revenue: JP¥30.5b (up 23% from 2Q 2022). Net income: JP¥647.0m (up 51% from 2Q 2022). Profit margin: 2.1% (up from 1.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 March 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
お知らせ • Nov 27ZERO Co., Ltd. to Report Q2, 2023 Results on Feb 09, 2023ZERO Co., Ltd. announced that they will report Q2, 2023 results on Feb 09, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (10 non-independent directors). Standing Corporate Auditor Tomoyuki Shioya was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 12First quarter 2023 earnings released: EPS: JP¥48.11 (vs JP¥23.33 in 1Q 2022)First quarter 2023 results: EPS: JP¥48.11 (up from JP¥23.33 in 1Q 2022). Revenue: JP¥33.8b (up 56% from 1Q 2022). Net income: JP¥810.0m (up 107% from 1Q 2022). Profit margin: 2.4% (up from 1.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.
お知らせ • Nov 11+ 2 more updatesZERO Co., Ltd. Provides Dividend Guidance for the Second Quarter of Fiscal 2023ZERO Co., Ltd. provides dividend guidance for the second quarter of fiscal 2023. For the quarter, the company expects dividend to be ¥15.00 per share against ¥15.00 per share a year ago.
お知らせ • Sep 01ZERO Co., Ltd. to Report Q1, 2023 Results on Nov 10, 2022ZERO Co., Ltd. announced that they will report Q1, 2023 results on Nov 10, 2022
お知らせ • Aug 12ZERO Co., Ltd., Annual General Meeting, Sep 28, 2022ZERO Co., Ltd., Annual General Meeting, Sep 28, 2022.
Reported Earnings • Aug 12Full year 2022 earnings released: EPS: JP¥151 (vs JP¥217 in FY 2021)Full year 2022 results: EPS: JP¥151 (down from JP¥217 in FY 2021). Revenue: JP¥107.0b (up 16% from FY 2021). Net income: JP¥2.54b (down 30% from FY 2021). Profit margin: 2.4% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Aug 11+ 2 more updatesZero Co., Ltd. Declares Dividend for the Fiscal Year Ended June 30, 2022, Payable on September 29, 2022ZERO Co., Ltd. declared dividend of JPY 22.70 per share for the fiscal year ended June 30, 2022, as compared to JPY 39.10 per share paid a year ago. Scheduled date to commence dividend payments on September 29, 2022.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.20 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
お知らせ • Jun 09ZERO Co., Ltd. announced that it has received ¥100 million in fundingZERO Co., Ltd. announced that it has received ¥100 million in a round of funding on June 8, 2022. The transaction included participation from individual investors.
お知らせ • Jun 03ZERO Co., Ltd. to Report Fiscal Year 2022 Results on Aug 10, 2022ZERO Co., Ltd. announced that they will report fiscal year 2022 results on Aug 10, 2022
Reported Earnings • May 16Third quarter 2022 earnings released: EPS: JP¥64.50 (vs JP¥67.49 in 3Q 2021)Third quarter 2022 results: EPS: JP¥64.50 (down from JP¥67.49 in 3Q 2021). Revenue: JP¥30.1b (up 20% from 3Q 2021). Net income: JP¥1.08b (down 4.1% from 3Q 2021). Profit margin: 3.6% (down from 4.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.
Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. No independent directors (10 non-independent directors). Standing Corporate Auditor Tomoyuki Shioya was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08ZERO Co., Ltd. to Report Q3, 2022 Results on May 12, 2022ZERO Co., Ltd. announced that they will report Q3, 2022 results on May 12, 2022
Reported Earnings • Feb 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥25.59 (down from JP¥40.19 in 2Q 2021). Revenue: JP¥24.8b (up 11% from 2Q 2021). Net income: JP¥430.0m (down 36% from 2Q 2021). Profit margin: 1.7% (down from 3.0% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 11+ 1 more updateZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending June 30, 2022ZERO Co., Ltd. provided consolidated earnings guidance for the year ending June 30, 2022. For the year, the company expects sales revenue of JPY 95,000 million, operating income of JPY 4,750 million and profit attributable to equity shareholders of the company of JPY 3,200 million or JPY 191.09 per basic share.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 11 March 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.3%).
Reported Earnings • Nov 12First quarter 2022 earnings released: EPS JP¥23.33 (vs JP¥65.76 in 1Q 2021)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥21.6b (flat on 1Q 2021). Net income: JP¥392.0m (down 64% from 1Q 2021). Profit margin: 1.8% (down from 5.1% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥217 (vs JP¥142 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥92.2b (up 3.0% from FY 2020). Net income: JP¥3.63b (up 53% from FY 2020). Profit margin: 3.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 06Full year 2021 earnings released: EPS JP¥217 (vs JP¥142 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥92.2b (up 3.0% from FY 2020). Net income: JP¥3.63b (up 53% from FY 2020). Profit margin: 3.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,241, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 12x in the Transportation industry in Japan. Total returns to shareholders of 25% over the past three years.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥41.70 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 30 September 2021. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Reported Earnings • May 15Third quarter 2021 earnings released: EPS JP¥67.54 (vs JP¥55.56 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥25.2b (down 1.4% from 3Q 2020). Net income: JP¥1.13b (up 22% from 3Q 2020). Profit margin: 4.5% (up from 3.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • May 14+ 1 more updateZERO Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2021ZERO Co., Ltd. provided consolidated earnings guidance for the full year ending June 30, 2021. For the period, the company expected sales revenue of JPY 92,000 million, operating income of JPY 5,500 million, profit attributable to equity shareholders of the company of JPY 3,800 million and basic earnings per share of JPY 226.94.
Is New 90 Day High Low • Mar 01New 90-day high: JP¥1,051The company is up 8.0% from its price of JP¥972 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 12% over the same period.
お知らせ • Feb 28ZERO Co., Ltd. to Report Q3, 2021 Results on May 13, 2021ZERO Co., Ltd. announced that they will report Q3, 2021 results on May 13, 2021
Reported Earnings • Feb 12Second quarter 2021 earnings released: EPS JP¥40.19 (vs JP¥32.54 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥22.3b (down 4.3% from 2Q 2020). Net income: JP¥673.0m (up 24% from 2Q 2020). Profit margin: 3.0% (up from 2.3% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Jan 26New 90-day high: JP¥1,010The company is up 15% from its price of JP¥882 on 28 October 2020. The Japanese market is also up 15% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Transportation industry, which is up 10.0% over the same period.