View ValuationSumitomo Warehouse 将来の成長Future 基準チェック /06Sumitomo Warehouseの収益は年間0.7%で減少すると予測されていますが、年間収益は年間2%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に6.8% 0.8%なると予測されています。主要情報-0.7%収益成長率0.76%EPS成長率Infrastructure 収益成長10.1%収益成長率2.0%将来の株主資本利益率6.80%アナリストカバレッジLow最終更新日12 May 2026今後の成長に関する最新情報Price Target Changed • Mar 02Price target increased by 7.8% to JP¥3,475Up from JP¥3,225, the current price target is an average from 4 analysts. New target price is 15% below last closing price of JP¥4,075. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥211 for next year compared to JP¥257 last year.Major Estimate Revision • Jun 03Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥167 to JP¥194. Revenue forecast steady at JP¥196.6b. Net income forecast to shrink 26% next year vs 10% growth forecast for Infrastructure industry in Japan . Consensus price target up from JP¥2,875 to JP¥3,025. Share price was steady at JP¥2,965 over the past week.Price Target Changed • Feb 20Price target increased by 7.5% to JP¥2,850Up from JP¥2,650, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,722. Stock is up 5.1% over the past year. The company is forecast to post earnings per share of JP¥247 for next year compared to JP¥158 last year.Major Estimate Revision • Feb 13Consensus EPS estimates increase by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥161 to JP¥189. Revenue forecast steady at JP¥190.5b. Net income forecast to grow 4.4% next year vs 11% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥2,650 to JP¥2,775. Share price was steady at JP¥2,810 over the past week.Price Target Changed • Feb 12Price target increased by 7.2% to JP¥2,775Up from JP¥2,588, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,766. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of JP¥189 for next year compared to JP¥158 last year.Price Target Changed • Feb 10Price target increased by 11% to JP¥2,550Up from JP¥2,300, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,567. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥155 for next year compared to JP¥281 last year.すべての更新を表示Recent updates分析記事 • May 22Sumitomo Warehouse's (TSE:9303) Anemic Earnings Might Be Worse Than You ThinkThe Sumitomo Warehouse Co., Ltd.'s ( TSE:9303 ) stock showed strength, with investors undeterred by its weak earnings...Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥231 (down from JP¥257 in FY 2025). Revenue: JP¥196.2b (up 1.5% from FY 2025). Net income: JP¥17.7b (down 12% from FY 2025). Profit margin: 9.0% (down from 10% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces an Equity Buyback for 2,000,000 shares, representing 2.62% for ¥7,000 million.The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 2.62% of its issued share capital, for ¥7,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The repurchased shares will be retired. The authority shall expire on March 24, 2027. As of April 30, 2026, the company had 76,219,096 shares outstanding and 395,119 treasury shares.お知らせ • May 12The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 25, 2026The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • Mar 27The Sumitomo Warehouse Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026The Sumitomo Warehouse Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥51.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).Price Target Changed • Mar 02Price target increased by 7.8% to JP¥3,475Up from JP¥3,225, the current price target is an average from 4 analysts. New target price is 15% below last closing price of JP¥4,075. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥211 for next year compared to JP¥257 last year.Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥46.54 (vs JP¥52.90 in 3Q 2025)Third quarter 2026 results: EPS: JP¥46.54 (down from JP¥52.90 in 3Q 2025). Revenue: JP¥50.1b (up 3.4% from 3Q 2025). Net income: JP¥3.55b (down 14% from 3Q 2025). Profit margin: 7.1% (down from 8.5% in 3Q 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Infrastructure industry in Asia. 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 22% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Dec 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥3,545. The fair value is estimated to be JP¥2,941, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 7.0%. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings are forecast to decline by 9.8% per annum over the same time period.分析記事 • Dec 12Sumitomo Warehouse (TSE:9303) Has More To Do To Multiply In Value Going ForwardTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Buy Or Sell Opportunity • Dec 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥3,515. The fair value is estimated to be JP¥2,912, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 7.0%. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings are forecast to decline by 9.8% per annum over the same time period.お知らせ • Dec 11The Sumitomo Warehouse Co., Ltd. to Report Q3, 2026 Results on Feb 03, 2026The Sumitomo Warehouse Co., Ltd. announced that they will report Q3, 2026 results on Feb 03, 2026Declared Dividend • Dec 02First half dividend of JP¥51.50 announcedShareholders will receive a dividend of JP¥51.50. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 23% over the next 3 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.分析記事 • Nov 20There May Be Underlying Issues With The Quality Of Sumitomo Warehouse's (TSE:9303) EarningsThe Sumitomo Warehouse Co., Ltd.'s ( TSE:9303 ) robust earnings report didn't manage to move the market for its stock...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥48.90 (vs JP¥24.12 in 2Q 2025)Second quarter 2026 results: EPS: JP¥48.90 (up from JP¥24.12 in 2Q 2025). Revenue: JP¥48.8b (flat on 2Q 2025). Net income: JP¥3.75b (up 99% from 2Q 2025). Profit margin: 7.7% (up from 3.9% in 2Q 2025). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥51.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%).分析記事 • Sep 21Sumitomo Warehouse (TSE:9303) Has Announced A Dividend Of ¥51.50The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) has announced that it will pay a dividend of ¥51.50 per share on the 2nd...お知らせ • Sep 21The Sumitomo Warehouse Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025The Sumitomo Warehouse Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥41.02 (vs JP¥41.66 in 1Q 2025)First quarter 2026 results: EPS: JP¥41.02 (down from JP¥41.66 in 1Q 2025). Revenue: JP¥47.9b (up 3.2% from 1Q 2025). Net income: JP¥3.16b (down 3.6% from 1Q 2025). Profit margin: 6.6% (down from 7.1% in 1Q 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Jul 24Sumitomo Warehouse (TSE:9303) Has Announced A Dividend Of ¥51.50The board of The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) has announced that it will pay a dividend on the 2nd of...分析記事 • Jul 10Sumitomo Warehouse's (TSE:9303) Dividend Will Be ¥51.50The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) will pay a dividend of ¥51.50 on the 2nd of December. This takes the...Declared Dividend • Jul 09Final dividend increased to JP¥51.50Dividend of JP¥51.50 is 2.0% higher than last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 19% over the next 3 years. However, it would need to fall by 30% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥257 (up from JP¥158 in FY 2024). Revenue: JP¥193.4b (up 4.7% from FY 2024). Net income: JP¥20.1b (up 61% from FY 2024). Profit margin: 10% (up from 6.8% in FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Jun 07The Sumitomo Warehouse Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025The Sumitomo Warehouse Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025Major Estimate Revision • Jun 03Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥167 to JP¥194. Revenue forecast steady at JP¥196.6b. Net income forecast to shrink 26% next year vs 10% growth forecast for Infrastructure industry in Japan . Consensus price target up from JP¥2,875 to JP¥3,025. Share price was steady at JP¥2,965 over the past week.分析記事 • May 22Additional Considerations Required While Assessing Sumitomo Warehouse's (TSE:9303) Strong EarningsThe Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) just reported some strong earnings, and the market reacted accordingly...Reported Earnings • May 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥257 (up from JP¥158 in FY 2024). Revenue: JP¥193.4b (up 4.7% from FY 2024). Net income: JP¥20.1b (up 61% from FY 2024). Profit margin: 10% (up from 6.8% in FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • May 10The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces an Equity Buyback for 1,200,000 shares, representing 1.55% for ¥3,500 million.The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 0.96% of its issued share capital, for ¥3,500 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The repurchased shares will be retired. The authority shall expire on November 28, 2025. As of April 30, 2025, the company had 77,313,318 shares outstanding and 433,997 treasury shares.お知らせ • May 09The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 26, 2025The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 26, 2025.分析記事 • Apr 15Risks To Shareholder Returns Are Elevated At These Prices For The Sumitomo Warehouse Co., Ltd. (TSE:9303)With a price-to-earnings (or "P/E") ratio of 16.9x The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) may be sending bearish...Upcoming Dividend • Mar 21Upcoming dividend of JP¥52.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).分析記事 • Mar 18Sumitomo Warehouse's (TSE:9303) Shareholders Will Receive A Bigger Dividend Than Last YearThe Sumitomo Warehouse Co., Ltd.'s ( TSE:9303 ) dividend will be increasing from last year's payment of the same period...お知らせ • Mar 12The Sumitomo Warehouse Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025The Sumitomo Warehouse Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025分析記事 • Mar 04Sumitomo Warehouse's (TSE:9303) Upcoming Dividend Will Be Larger Than Last Year'sThe board of The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) has announced that it will be paying its dividend of ¥52.50...Price Target Changed • Feb 20Price target increased by 7.5% to JP¥2,850Up from JP¥2,650, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,722. Stock is up 5.1% over the past year. The company is forecast to post earnings per share of JP¥247 for next year compared to JP¥158 last year.Major Estimate Revision • Feb 13Consensus EPS estimates increase by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥161 to JP¥189. Revenue forecast steady at JP¥190.5b. Net income forecast to grow 4.4% next year vs 11% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥2,650 to JP¥2,775. Share price was steady at JP¥2,810 over the past week.Price Target Changed • Feb 12Price target increased by 7.2% to JP¥2,775Up from JP¥2,588, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,766. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of JP¥189 for next year compared to JP¥158 last year.Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥52.90 (vs JP¥47.31 in 3Q 2024)Third quarter 2025 results: EPS: JP¥52.90 (up from JP¥47.31 in 3Q 2024). Revenue: JP¥48.5b (up 2.7% from 3Q 2024). Net income: JP¥4.12b (up 11% from 3Q 2024). Profit margin: 8.5% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.分析記事 • Feb 03Sumitomo Warehouse (TSE:9303) Is Increasing Its Dividend To ¥52.50The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) will increase its dividend on the 30th of June to ¥52.50, which is 4.0...お知らせ • Dec 18The Sumitomo Warehouse Co., Ltd. to Report Q3, 2025 Results on Feb 05, 2025The Sumitomo Warehouse Co., Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025Declared Dividend • Dec 03First half dividend of JP¥50.50 announcedShareholders will receive a dividend of JP¥50.50. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 19Sumitomo Warehouse's (TSE:9303) Problems Go Beyond Weak ProfitA lackluster earnings announcement from The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) last week didn't sink the stock...Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥24.12 (vs JP¥24.86 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.12 (down from JP¥24.86 in 2Q 2024). Revenue: JP¥48.9b (up 4.3% from 2Q 2024). Net income: JP¥1.88b (down 4.4% from 2Q 2024). Profit margin: 3.9% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Infrastructure industry in Asia. 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 13% per year, which means it is well ahead of earnings.お知らせ • Nov 07The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces an Equity Buyback for 750,000 shares, representing 0.96% for ¥2,500 million.The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 0.96% of its issued share capital, for ¥2,500 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The repurchased shares will be retired. The authority shall expire on March 24, 2025. As of October 31, 2024, the company had 78,044,063 shares outstanding and 1,203,252 treasury shares.分析記事 • Oct 25The Sumitomo Warehouse Co., Ltd.'s (TSE:9303) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider The...Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).お知らせ • Sep 06The Sumitomo Warehouse Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024The Sumitomo Warehouse Co., Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥41.66 (vs JP¥44.31 in 1Q 2024)First quarter 2025 results: EPS: JP¥41.66 (down from JP¥44.31 in 1Q 2024). Revenue: JP¥46.4b (flat on 1Q 2024). Net income: JP¥3.27b (down 7.0% from 1Q 2024). Profit margin: 7.1% (down from 7.5% in 1Q 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.分析記事 • Aug 06Is Sumitomo Warehouse (TSE:9303) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Declared Dividend • Jul 11Final dividend of JP¥50.50 announcedShareholders will receive a dividend of JP¥50.50. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 03Slowing Rates Of Return At Sumitomo Warehouse (TSE:9303) Leave Little Room For ExcitementThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...お知らせ • Jun 15The Sumitomo Warehouse Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024The Sumitomo Warehouse Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024分析記事 • May 21Sumitomo Warehouse's (TSE:9303) Weak Earnings May Only Reveal A Part Of The Whole PictureThe Sumitomo Warehouse Co., Ltd.'s ( TSE:9303 ) recent weak earnings report didn't cause a big stock movement. Our...Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥158 (down from JP¥281 in FY 2023). Revenue: JP¥184.7b (down 18% from FY 2023). Net income: JP¥12.5b (down 44% from FY 2023). Profit margin: 6.8% (down from 10.0% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 27, 2024The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • May 11The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces an Equity Buyback for 750,000 shares, representing 0.95% for ¥2,000 million.The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 0.95% of its share capital (excluding treasury shares), for ¥2,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until September 20, 2024. As of April 30, 2024, the company had 78,756,815 shares outstanding (excluding treasury shares) and 490,500 shares in treasury.分析記事 • Apr 02Earnings Not Telling The Story For The Sumitomo Warehouse Co., Ltd. (TSE:9303)There wouldn't be many who think The Sumitomo Warehouse Co., Ltd.'s ( TSE:9303 ) price-to-earnings (or "P/E") ratio of...Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 63% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).分析記事 • Mar 05Sumitomo Warehouse (TSE:9303) Is Due To Pay A Dividend Of ¥50.50The board of The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) has announced that it will pay a dividend on the 1st of...お知らせ • Mar 05The Sumitomo Warehouse Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024The Sumitomo Warehouse Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024Price Target Changed • Feb 10Price target increased by 11% to JP¥2,550Up from JP¥2,300, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,567. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥155 for next year compared to JP¥281 last year.Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥47.31 (vs JP¥54.56 in 3Q 2023)Third quarter 2024 results: EPS: JP¥47.31 (down from JP¥54.56 in 3Q 2023). Revenue: JP¥47.2b (down 13% from 3Q 2023). Net income: JP¥3.73b (down 14% from 3Q 2023). Profit margin: 7.9% (down from 8.0% in 3Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.お知らせ • Dec 21The Sumitomo Warehouse Co., Ltd. to Report Q3, 2024 Results on Feb 07, 2024The Sumitomo Warehouse Co., Ltd. announced that they will report Q3, 2024 results on Feb 07, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥24.86 (vs JP¥38.14 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.86 (down from JP¥38.14 in 2Q 2023). Revenue: JP¥46.9b (down 14% from 2Q 2023). Net income: JP¥1.97b (down 36% from 2Q 2023). Profit margin: 4.2% (down from 5.6% in 2Q 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Infrastructure industry in Asia. 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 20% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.50 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).お知らせ • Sep 07The Sumitomo Warehouse Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023The Sumitomo Warehouse Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.1% Last year net profit margin: 11% 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: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.1% net profit margin).Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥44.31 (vs JP¥146 in 1Q 2023)First quarter 2024 results: EPS: JP¥44.31 (down from JP¥146 in 1Q 2023). Revenue: JP¥46.7b (down 33% from 1Q 2023). Net income: JP¥3.52b (down 70% from 1Q 2023). Profit margin: 7.5% (down from 17% in 1Q 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 05The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces an Equity Buyback for 750,000 shares, representing 0.94% for ¥2,000 million.The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 0.94% of its issued share capital, for ¥2,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The shares repurchased will be cancelled The repurchase program will expire on December 22, 2023. As of July 31, 2023, the company had 79,427,852 shares in issue (excluding treasury stock) and 569,463 shares in treasury.お知らせ • Jun 07The Sumitomo Warehouse Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023The Sumitomo Warehouse Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 17Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥281 (up from JP¥243 in FY 2022). Revenue: JP¥223.9b (down 3.2% from FY 2022). Net income: JP¥22.5b (up 14% from FY 2022). Profit margin: 10.0% (up from 8.5% in FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 2.4%. Revenue is expected to decline by 6.3% p.a. on average during the next 2 years, while revenues in the Infrastructure industry in Japan are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 13The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2023The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 5.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.4%).Price Target Changed • Mar 14Price target increased by 8.3% to JP¥2,275Up from JP¥2,100, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,225. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of JP¥288 for next year compared to JP¥243 last year.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥54.56 (vs JP¥87.31 in 3Q 2022)Third quarter 2023 results: EPS: JP¥54.56 (down from JP¥87.31 in 3Q 2022). Revenue: JP¥54.3b (down 11% from 3Q 2022). Net income: JP¥4.34b (down 39% from 3Q 2022). Profit margin: 8.0% (down from 12% in 3Q 2022). Revenue is expected to decline by 8.2% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 10.0%. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 15The Sumitomo Warehouse Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023The Sumitomo Warehouse Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023Price Target Changed • Nov 25Price target increased to JP¥2,100Up from JP¥1,938, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥2,055. Stock is up 6.9% over the past year. The company is forecast to post earnings per share of JP¥275 for next year compared to JP¥243 last year.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥38.14 (vs JP¥48.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.14 (down from JP¥48.67 in 2Q 2022). Revenue: JP¥54.2b (flat on 2Q 2022). Net income: JP¥3.06b (down 23% from 2Q 2022). Profit margin: 5.6% (down from 7.2% in 2Q 2022). Revenue is expected to decline by 7.8% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 9.7%. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Senior Managing Executive Officer & Representative Director Hiroshi Majima is the most experienced director on the board, commencing their role in 2013. Independent Outside Director Mari Iga was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥38.14 (vs JP¥48.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.14 (down from JP¥48.67 in 2Q 2022). Revenue: JP¥54.2b (flat on 2Q 2022). Net income: JP¥3.06b (down 23% from 2Q 2022). Profit margin: 5.6% (down from 7.2% in 2Q 2022). Revenue is expected to decline by 7.8% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 9.7%. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.0%).お知らせ • Sep 15The Sumitomo Warehouse Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022The Sumitomo Warehouse Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥146 (vs JP¥45.61 in 1Q 2022)First quarter 2023 results: EPS: JP¥146 (up from JP¥45.61 in 1Q 2022). Revenue: JP¥69.3b (up 36% from 1Q 2022). Net income: JP¥11.7b (up 214% from 1Q 2022). Profit margin: 17% (up from 7.3% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 17% compared to a 56% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 01Swire Shipping Limited completed the acquisition of Westwood Shipping Lines, Inc. from The Sumitomo Warehouse Co., Ltd. (TSE:9303).Swire Shipping Limited signed a definitive agreement to acquire Westwood Shipping Lines, Inc. from The Sumitomo Warehouse Co., Ltd. (TSE:9303) on April 28, 2022. In related transaction SW Maritime vessels owned by The Sumitomo Warehouse Co., Ltd. are also transferred to swire shipping limited Jeremy Sutton, Chief Operating Officer, Swire Shipping, said after the closing of the acquisition, Westwood will continue to provide its current services with its strong team of professionals. Westwood will also retain its name. The sale is pending regulatory approval and the satisfaction of customary closing conditions. The transfer of shares is expected to get Completed by June 2022. Swire Shipping Limited completed the acquisition of Westwood Shipping Lines, Inc. from The Sumitomo Warehouse Co., Ltd. (TSE:9303) on June 30, 2022.Price Target Changed • Jun 14Price target decreased to JP¥1,917Down from JP¥2,117, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥2,004. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥226 for next year compared to JP¥243 last year.お知らせ • Jun 10The Sumitomo Warehouse Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022The Sumitomo Warehouse Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥243 (up from JP¥102 in FY 2021). Revenue: JP¥231.5b (up 21% from FY 2021). Net income: JP¥19.7b (up 133% from FY 2021). Profit margin: 8.5% (up from 4.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is expected to shrink by 9.9% compared to a 56% growth forecast for the 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 only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • May 15The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2022The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 4 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). Senior Managing Executive Officer & Representative Director Hiroshi Majima is the most experienced director on the board, commencing their role in 2013. Independent Outside Director Hideaki Kawai was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 05The Sumitomo Warehouse Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022The Sumitomo Warehouse Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥54.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (3.0%).Reported Earnings • Feb 08Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥87.30 (up from JP¥37.70 in 3Q 2021). Revenue: JP¥61.1b (up 25% from 3Q 2021). Net income: JP¥7.06b (up 125% from 3Q 2021). Profit margin: 12% (up from 6.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the next year, revenue is expected to shrink by 1.2% compared to a 42% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Feb 08Consensus EPS estimates increase by 27%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥214.6b to JP¥223.0b. EPS estimate increased from JP¥182 to JP¥231 per share. Net income forecast to grow 23% next year vs 12% growth forecast for Infrastructure industry in Japan. Consensus price target of JP¥1,983 unchanged from last update. Share price was steady at JP¥2,053 over the past week.Price Target Changed • Jan 11Price target increased to JP¥1,983Up from JP¥1,838, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,911. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥182 for next year compared to JP¥102 last year.Major Estimate Revision • Dec 08Consensus EPS estimates increase to JP¥182The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥209.3b to JP¥214.6b. EPS estimate increased from JP¥157 to JP¥182 per share. Net income forecast to grow 7.7% next year vs 14% growth forecast for Infrastructure industry in Japan. Consensus price target of JP¥1,888 unchanged from last update. Share price rose 3.1% to JP¥1,933 over the past week.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥48.67 (vs JP¥12.47 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥54.7b (up 20% from 2Q 2021). Net income: JP¥3.96b (up 280% from 2Q 2021). Profit margin: 7.2% (up from 2.3% in 2Q 2021). 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 only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (2.6%).Price Target Changed • Sep 17Price target increased to JP¥1,838Up from JP¥1,698, the current price target is an average from 4 analysts. New target price is 9.2% below last closing price of JP¥2,023. Stock is up 46% over the past year.Major Estimate Revision • Jun 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥111 to JP¥123. Revenue forecast unchanged at JP¥202.1b. Net income forecast to grow 11% next year vs 16% growth forecast for Infrastructure industry in Japan. Consensus price target of JP¥1,623 unchanged from last update. Share price fell 2.4% to JP¥1,474 over the past week.業績と収益の成長予測TSE:9303 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029207,60017,00011,11423,38813/31/2028205,72517,8258,46124,12443/31/2027199,80017,6006,91623,31523/31/2026196,24417,6681,33628,162N/A12/31/2025196,42121,23761032,952N/A9/30/2025194,80221,80818,41634,071N/A6/30/2025194,87319,94715,69133,374N/A3/31/2025193,39820,06517,74731,733N/A12/31/2024187,68012,54913,84623,498N/A9/30/2024186,41512,15912,05823,331N/A6/30/2024184,37912,24516,84825,364N/A3/31/2024184,66112,490-1,12122,034N/A12/31/2023186,81912,553-1,38921,506N/A9/30/2023193,96013,162-2,93519,379N/A6/30/2023201,31214,248-3,94419,882N/A3/31/2023223,94822,45516,97629,816N/A12/31/2022242,44124,06519,77332,527N/A9/30/2022249,19226,78425,91738,247N/A6/30/2022249,67527,68930,16640,624N/A3/31/2022231,46119,70324,65531,418N/A12/31/2021216,92816,71620,07028,189N/A9/30/2021204,86812,79412,51023,372N/A6/30/2021195,8569,8755,31818,322N/A3/31/2021192,0248,4544,28920,605N/A12/31/2020190,1358,5132,33219,740N/A9/30/2020189,4358,00960217,681N/A6/30/2020191,8548,77965317,599N/A3/31/2020191,7218,951-4,71914,975N/A12/31/2019190,2639,821N/A14,782N/A9/30/2019191,3639,511N/A14,840N/A6/30/2019189,1977,179N/A13,284N/A3/31/2019186,1726,912N/A13,999N/A12/31/2018184,4315,663N/A14,864N/A9/30/2018179,4945,796N/A15,616N/A6/30/2018177,1228,131N/A16,539N/A3/31/2018175,7568,358N/A16,639N/A12/31/2017176,3178,482N/A14,725N/A9/30/2017171,8318,227N/A15,882N/A6/30/2017166,8787,880N/A16,203N/A3/31/2017165,2567,802N/A16,629N/A12/31/2016161,3077,755N/A18,306N/A9/30/2016163,9467,901N/A17,118N/A6/30/2016170,3508,355N/A17,577N/A3/31/2016172,2578,082N/A15,861N/A12/31/2015177,4247,650N/A16,938N/A9/30/2015179,7637,309N/A16,297N/A6/30/2015176,8307,295N/A15,244N/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: 9303の収益は今後 3 年間で減少すると予測されています (年間-0.7% )。収益対市場: 9303の収益は今後 3 年間で減少すると予測されています (年間-0.7% )。高成長収益: 9303の収益は今後 3 年間で減少すると予測されています。収益対市場: 9303の収益 ( 2% ) JP市場 ( 5.4% ) よりも低い成長が予測されています。高い収益成長: 9303の収益 ( 2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 9303の 自己資本利益率 は、3年後には低くなると予測されています ( 6.8 %)。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2026/05/25 08:06終値2026/05/25 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The Sumitomo Warehouse Co., Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Ryota HimenoBarclaysRyota HimenoCitigroup IncMasayoshi YonezawaDaiwa Securities Co. Ltd.6 その他のアナリストを表示
Price Target Changed • Mar 02Price target increased by 7.8% to JP¥3,475Up from JP¥3,225, the current price target is an average from 4 analysts. New target price is 15% below last closing price of JP¥4,075. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥211 for next year compared to JP¥257 last year.
Major Estimate Revision • Jun 03Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥167 to JP¥194. Revenue forecast steady at JP¥196.6b. Net income forecast to shrink 26% next year vs 10% growth forecast for Infrastructure industry in Japan . Consensus price target up from JP¥2,875 to JP¥3,025. Share price was steady at JP¥2,965 over the past week.
Price Target Changed • Feb 20Price target increased by 7.5% to JP¥2,850Up from JP¥2,650, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,722. Stock is up 5.1% over the past year. The company is forecast to post earnings per share of JP¥247 for next year compared to JP¥158 last year.
Major Estimate Revision • Feb 13Consensus EPS estimates increase by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥161 to JP¥189. Revenue forecast steady at JP¥190.5b. Net income forecast to grow 4.4% next year vs 11% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥2,650 to JP¥2,775. Share price was steady at JP¥2,810 over the past week.
Price Target Changed • Feb 12Price target increased by 7.2% to JP¥2,775Up from JP¥2,588, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,766. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of JP¥189 for next year compared to JP¥158 last year.
Price Target Changed • Feb 10Price target increased by 11% to JP¥2,550Up from JP¥2,300, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,567. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥155 for next year compared to JP¥281 last year.
分析記事 • May 22Sumitomo Warehouse's (TSE:9303) Anemic Earnings Might Be Worse Than You ThinkThe Sumitomo Warehouse Co., Ltd.'s ( TSE:9303 ) stock showed strength, with investors undeterred by its weak earnings...
Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥231 (down from JP¥257 in FY 2025). Revenue: JP¥196.2b (up 1.5% from FY 2025). Net income: JP¥17.7b (down 12% from FY 2025). Profit margin: 9.0% (down from 10% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces an Equity Buyback for 2,000,000 shares, representing 2.62% for ¥7,000 million.The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 2.62% of its issued share capital, for ¥7,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The repurchased shares will be retired. The authority shall expire on March 24, 2027. As of April 30, 2026, the company had 76,219,096 shares outstanding and 395,119 treasury shares.
お知らせ • May 12The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 25, 2026The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • Mar 27The Sumitomo Warehouse Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026The Sumitomo Warehouse Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥51.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).
Price Target Changed • Mar 02Price target increased by 7.8% to JP¥3,475Up from JP¥3,225, the current price target is an average from 4 analysts. New target price is 15% below last closing price of JP¥4,075. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥211 for next year compared to JP¥257 last year.
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥46.54 (vs JP¥52.90 in 3Q 2025)Third quarter 2026 results: EPS: JP¥46.54 (down from JP¥52.90 in 3Q 2025). Revenue: JP¥50.1b (up 3.4% from 3Q 2025). Net income: JP¥3.55b (down 14% from 3Q 2025). Profit margin: 7.1% (down from 8.5% in 3Q 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Infrastructure industry in Asia. 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 22% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Dec 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥3,545. The fair value is estimated to be JP¥2,941, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 7.0%. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings are forecast to decline by 9.8% per annum over the same time period.
分析記事 • Dec 12Sumitomo Warehouse (TSE:9303) Has More To Do To Multiply In Value Going ForwardTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Buy Or Sell Opportunity • Dec 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥3,515. The fair value is estimated to be JP¥2,912, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 7.0%. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings are forecast to decline by 9.8% per annum over the same time period.
お知らせ • Dec 11The Sumitomo Warehouse Co., Ltd. to Report Q3, 2026 Results on Feb 03, 2026The Sumitomo Warehouse Co., Ltd. announced that they will report Q3, 2026 results on Feb 03, 2026
Declared Dividend • Dec 02First half dividend of JP¥51.50 announcedShareholders will receive a dividend of JP¥51.50. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 23% over the next 3 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.
分析記事 • Nov 20There May Be Underlying Issues With The Quality Of Sumitomo Warehouse's (TSE:9303) EarningsThe Sumitomo Warehouse Co., Ltd.'s ( TSE:9303 ) robust earnings report didn't manage to move the market for its stock...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥48.90 (vs JP¥24.12 in 2Q 2025)Second quarter 2026 results: EPS: JP¥48.90 (up from JP¥24.12 in 2Q 2025). Revenue: JP¥48.8b (flat on 2Q 2025). Net income: JP¥3.75b (up 99% from 2Q 2025). Profit margin: 7.7% (up from 3.9% in 2Q 2025). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥51.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%).
分析記事 • Sep 21Sumitomo Warehouse (TSE:9303) Has Announced A Dividend Of ¥51.50The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) has announced that it will pay a dividend of ¥51.50 per share on the 2nd...
お知らせ • Sep 21The Sumitomo Warehouse Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025The Sumitomo Warehouse Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥41.02 (vs JP¥41.66 in 1Q 2025)First quarter 2026 results: EPS: JP¥41.02 (down from JP¥41.66 in 1Q 2025). Revenue: JP¥47.9b (up 3.2% from 1Q 2025). Net income: JP¥3.16b (down 3.6% from 1Q 2025). Profit margin: 6.6% (down from 7.1% in 1Q 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Jul 24Sumitomo Warehouse (TSE:9303) Has Announced A Dividend Of ¥51.50The board of The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) has announced that it will pay a dividend on the 2nd of...
分析記事 • Jul 10Sumitomo Warehouse's (TSE:9303) Dividend Will Be ¥51.50The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) will pay a dividend of ¥51.50 on the 2nd of December. This takes the...
Declared Dividend • Jul 09Final dividend increased to JP¥51.50Dividend of JP¥51.50 is 2.0% higher than last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 19% over the next 3 years. However, it would need to fall by 30% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥257 (up from JP¥158 in FY 2024). Revenue: JP¥193.4b (up 4.7% from FY 2024). Net income: JP¥20.1b (up 61% from FY 2024). Profit margin: 10% (up from 6.8% in FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Jun 07The Sumitomo Warehouse Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025The Sumitomo Warehouse Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
Major Estimate Revision • Jun 03Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥167 to JP¥194. Revenue forecast steady at JP¥196.6b. Net income forecast to shrink 26% next year vs 10% growth forecast for Infrastructure industry in Japan . Consensus price target up from JP¥2,875 to JP¥3,025. Share price was steady at JP¥2,965 over the past week.
分析記事 • May 22Additional Considerations Required While Assessing Sumitomo Warehouse's (TSE:9303) Strong EarningsThe Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) just reported some strong earnings, and the market reacted accordingly...
Reported Earnings • May 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥257 (up from JP¥158 in FY 2024). Revenue: JP¥193.4b (up 4.7% from FY 2024). Net income: JP¥20.1b (up 61% from FY 2024). Profit margin: 10% (up from 6.8% in FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • May 10The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces an Equity Buyback for 1,200,000 shares, representing 1.55% for ¥3,500 million.The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 0.96% of its issued share capital, for ¥3,500 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The repurchased shares will be retired. The authority shall expire on November 28, 2025. As of April 30, 2025, the company had 77,313,318 shares outstanding and 433,997 treasury shares.
お知らせ • May 09The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 26, 2025The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 26, 2025.
分析記事 • Apr 15Risks To Shareholder Returns Are Elevated At These Prices For The Sumitomo Warehouse Co., Ltd. (TSE:9303)With a price-to-earnings (or "P/E") ratio of 16.9x The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) may be sending bearish...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥52.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
分析記事 • Mar 18Sumitomo Warehouse's (TSE:9303) Shareholders Will Receive A Bigger Dividend Than Last YearThe Sumitomo Warehouse Co., Ltd.'s ( TSE:9303 ) dividend will be increasing from last year's payment of the same period...
お知らせ • Mar 12The Sumitomo Warehouse Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025The Sumitomo Warehouse Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
分析記事 • Mar 04Sumitomo Warehouse's (TSE:9303) Upcoming Dividend Will Be Larger Than Last Year'sThe board of The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) has announced that it will be paying its dividend of ¥52.50...
Price Target Changed • Feb 20Price target increased by 7.5% to JP¥2,850Up from JP¥2,650, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,722. Stock is up 5.1% over the past year. The company is forecast to post earnings per share of JP¥247 for next year compared to JP¥158 last year.
Major Estimate Revision • Feb 13Consensus EPS estimates increase by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥161 to JP¥189. Revenue forecast steady at JP¥190.5b. Net income forecast to grow 4.4% next year vs 11% growth forecast for Infrastructure industry in Japan. Consensus price target up from JP¥2,650 to JP¥2,775. Share price was steady at JP¥2,810 over the past week.
Price Target Changed • Feb 12Price target increased by 7.2% to JP¥2,775Up from JP¥2,588, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,766. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of JP¥189 for next year compared to JP¥158 last year.
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥52.90 (vs JP¥47.31 in 3Q 2024)Third quarter 2025 results: EPS: JP¥52.90 (up from JP¥47.31 in 3Q 2024). Revenue: JP¥48.5b (up 2.7% from 3Q 2024). Net income: JP¥4.12b (up 11% from 3Q 2024). Profit margin: 8.5% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
分析記事 • Feb 03Sumitomo Warehouse (TSE:9303) Is Increasing Its Dividend To ¥52.50The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) will increase its dividend on the 30th of June to ¥52.50, which is 4.0...
お知らせ • Dec 18The Sumitomo Warehouse Co., Ltd. to Report Q3, 2025 Results on Feb 05, 2025The Sumitomo Warehouse Co., Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025
Declared Dividend • Dec 03First half dividend of JP¥50.50 announcedShareholders will receive a dividend of JP¥50.50. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 19Sumitomo Warehouse's (TSE:9303) Problems Go Beyond Weak ProfitA lackluster earnings announcement from The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) last week didn't sink the stock...
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥24.12 (vs JP¥24.86 in 2Q 2024)Second quarter 2025 results: EPS: JP¥24.12 (down from JP¥24.86 in 2Q 2024). Revenue: JP¥48.9b (up 4.3% from 2Q 2024). Net income: JP¥1.88b (down 4.4% from 2Q 2024). Profit margin: 3.9% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Infrastructure industry in Asia. 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 13% per year, which means it is well ahead of earnings.
お知らせ • Nov 07The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces an Equity Buyback for 750,000 shares, representing 0.96% for ¥2,500 million.The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 0.96% of its issued share capital, for ¥2,500 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The repurchased shares will be retired. The authority shall expire on March 24, 2025. As of October 31, 2024, the company had 78,044,063 shares outstanding and 1,203,252 treasury shares.
分析記事 • Oct 25The Sumitomo Warehouse Co., Ltd.'s (TSE:9303) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider The...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.7%).
お知らせ • Sep 06The Sumitomo Warehouse Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024The Sumitomo Warehouse Co., Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥41.66 (vs JP¥44.31 in 1Q 2024)First quarter 2025 results: EPS: JP¥41.66 (down from JP¥44.31 in 1Q 2024). Revenue: JP¥46.4b (flat on 1Q 2024). Net income: JP¥3.27b (down 7.0% from 1Q 2024). Profit margin: 7.1% (down from 7.5% in 1Q 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
分析記事 • Aug 06Is Sumitomo Warehouse (TSE:9303) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Declared Dividend • Jul 11Final dividend of JP¥50.50 announcedShareholders will receive a dividend of JP¥50.50. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 03Slowing Rates Of Return At Sumitomo Warehouse (TSE:9303) Leave Little Room For ExcitementThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
お知らせ • Jun 15The Sumitomo Warehouse Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024The Sumitomo Warehouse Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
分析記事 • May 21Sumitomo Warehouse's (TSE:9303) Weak Earnings May Only Reveal A Part Of The Whole PictureThe Sumitomo Warehouse Co., Ltd.'s ( TSE:9303 ) recent weak earnings report didn't cause a big stock movement. Our...
Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥158 (down from JP¥281 in FY 2023). Revenue: JP¥184.7b (down 18% from FY 2023). Net income: JP¥12.5b (down 44% from FY 2023). Profit margin: 6.8% (down from 10.0% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 27, 2024The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • May 11The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces an Equity Buyback for 750,000 shares, representing 0.95% for ¥2,000 million.The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 0.95% of its share capital (excluding treasury shares), for ¥2,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until September 20, 2024. As of April 30, 2024, the company had 78,756,815 shares outstanding (excluding treasury shares) and 490,500 shares in treasury.
分析記事 • Apr 02Earnings Not Telling The Story For The Sumitomo Warehouse Co., Ltd. (TSE:9303)There wouldn't be many who think The Sumitomo Warehouse Co., Ltd.'s ( TSE:9303 ) price-to-earnings (or "P/E") ratio of...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 63% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
分析記事 • Mar 05Sumitomo Warehouse (TSE:9303) Is Due To Pay A Dividend Of ¥50.50The board of The Sumitomo Warehouse Co., Ltd. ( TSE:9303 ) has announced that it will pay a dividend on the 1st of...
お知らせ • Mar 05The Sumitomo Warehouse Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024The Sumitomo Warehouse Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
Price Target Changed • Feb 10Price target increased by 11% to JP¥2,550Up from JP¥2,300, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,567. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥155 for next year compared to JP¥281 last year.
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥47.31 (vs JP¥54.56 in 3Q 2023)Third quarter 2024 results: EPS: JP¥47.31 (down from JP¥54.56 in 3Q 2023). Revenue: JP¥47.2b (down 13% from 3Q 2023). Net income: JP¥3.73b (down 14% from 3Q 2023). Profit margin: 7.9% (down from 8.0% in 3Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Dec 21The Sumitomo Warehouse Co., Ltd. to Report Q3, 2024 Results on Feb 07, 2024The Sumitomo Warehouse Co., Ltd. announced that they will report Q3, 2024 results on Feb 07, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥24.86 (vs JP¥38.14 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.86 (down from JP¥38.14 in 2Q 2023). Revenue: JP¥46.9b (down 14% from 2Q 2023). Net income: JP¥1.97b (down 36% from 2Q 2023). Profit margin: 4.2% (down from 5.6% in 2Q 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Infrastructure industry in Asia. 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 20% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.50 per share at 4.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).
お知らせ • Sep 07The Sumitomo Warehouse Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023The Sumitomo Warehouse Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.1% Last year net profit margin: 11% 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: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.1% net profit margin).
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥44.31 (vs JP¥146 in 1Q 2023)First quarter 2024 results: EPS: JP¥44.31 (down from JP¥146 in 1Q 2023). Revenue: JP¥46.7b (down 33% from 1Q 2023). Net income: JP¥3.52b (down 70% from 1Q 2023). Profit margin: 7.5% (down from 17% in 1Q 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Infrastructure industry in Asia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 05The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces an Equity Buyback for 750,000 shares, representing 0.94% for ¥2,000 million.The Sumitomo Warehouse Co., Ltd. (TSE:9303) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares, representing 0.94% of its issued share capital, for ¥2,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The shares repurchased will be cancelled The repurchase program will expire on December 22, 2023. As of July 31, 2023, the company had 79,427,852 shares in issue (excluding treasury stock) and 569,463 shares in treasury.
お知らせ • Jun 07The Sumitomo Warehouse Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023The Sumitomo Warehouse Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 17Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥281 (up from JP¥243 in FY 2022). Revenue: JP¥223.9b (down 3.2% from FY 2022). Net income: JP¥22.5b (up 14% from FY 2022). Profit margin: 10.0% (up from 8.5% in FY 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 2.4%. Revenue is expected to decline by 6.3% p.a. on average during the next 2 years, while revenues in the Infrastructure industry in Japan are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2023The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 5.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.4%).
Price Target Changed • Mar 14Price target increased by 8.3% to JP¥2,275Up from JP¥2,100, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,225. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of JP¥288 for next year compared to JP¥243 last year.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥54.56 (vs JP¥87.31 in 3Q 2022)Third quarter 2023 results: EPS: JP¥54.56 (down from JP¥87.31 in 3Q 2022). Revenue: JP¥54.3b (down 11% from 3Q 2022). Net income: JP¥4.34b (down 39% from 3Q 2022). Profit margin: 8.0% (down from 12% in 3Q 2022). Revenue is expected to decline by 8.2% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 10.0%. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 15The Sumitomo Warehouse Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023The Sumitomo Warehouse Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023
Price Target Changed • Nov 25Price target increased to JP¥2,100Up from JP¥1,938, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥2,055. Stock is up 6.9% over the past year. The company is forecast to post earnings per share of JP¥275 for next year compared to JP¥243 last year.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥38.14 (vs JP¥48.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.14 (down from JP¥48.67 in 2Q 2022). Revenue: JP¥54.2b (flat on 2Q 2022). Net income: JP¥3.06b (down 23% from 2Q 2022). Profit margin: 5.6% (down from 7.2% in 2Q 2022). Revenue is expected to decline by 7.8% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 9.7%. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Senior Managing Executive Officer & Representative Director Hiroshi Majima is the most experienced director on the board, commencing their role in 2013. Independent Outside Director Mari Iga was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥38.14 (vs JP¥48.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.14 (down from JP¥48.67 in 2Q 2022). Revenue: JP¥54.2b (flat on 2Q 2022). Net income: JP¥3.06b (down 23% from 2Q 2022). Profit margin: 5.6% (down from 7.2% in 2Q 2022). Revenue is expected to decline by 7.8% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Japan are expected to grow by 9.7%. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.0%).
お知らせ • Sep 15The Sumitomo Warehouse Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022The Sumitomo Warehouse Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥146 (vs JP¥45.61 in 1Q 2022)First quarter 2023 results: EPS: JP¥146 (up from JP¥45.61 in 1Q 2022). Revenue: JP¥69.3b (up 36% from 1Q 2022). Net income: JP¥11.7b (up 214% from 1Q 2022). Profit margin: 17% (up from 7.3% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 17% compared to a 56% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 01Swire Shipping Limited completed the acquisition of Westwood Shipping Lines, Inc. from The Sumitomo Warehouse Co., Ltd. (TSE:9303).Swire Shipping Limited signed a definitive agreement to acquire Westwood Shipping Lines, Inc. from The Sumitomo Warehouse Co., Ltd. (TSE:9303) on April 28, 2022. In related transaction SW Maritime vessels owned by The Sumitomo Warehouse Co., Ltd. are also transferred to swire shipping limited Jeremy Sutton, Chief Operating Officer, Swire Shipping, said after the closing of the acquisition, Westwood will continue to provide its current services with its strong team of professionals. Westwood will also retain its name. The sale is pending regulatory approval and the satisfaction of customary closing conditions. The transfer of shares is expected to get Completed by June 2022. Swire Shipping Limited completed the acquisition of Westwood Shipping Lines, Inc. from The Sumitomo Warehouse Co., Ltd. (TSE:9303) on June 30, 2022.
Price Target Changed • Jun 14Price target decreased to JP¥1,917Down from JP¥2,117, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥2,004. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥226 for next year compared to JP¥243 last year.
お知らせ • Jun 10The Sumitomo Warehouse Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022The Sumitomo Warehouse Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥243 (up from JP¥102 in FY 2021). Revenue: JP¥231.5b (up 21% from FY 2021). Net income: JP¥19.7b (up 133% from FY 2021). Profit margin: 8.5% (up from 4.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is expected to shrink by 9.9% compared to a 56% growth forecast for the 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 only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2022The Sumitomo Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 4 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). Senior Managing Executive Officer & Representative Director Hiroshi Majima is the most experienced director on the board, commencing their role in 2013. Independent Outside Director Hideaki Kawai was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 05The Sumitomo Warehouse Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022The Sumitomo Warehouse Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥54.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (3.0%).
Reported Earnings • Feb 08Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥87.30 (up from JP¥37.70 in 3Q 2021). Revenue: JP¥61.1b (up 25% from 3Q 2021). Net income: JP¥7.06b (up 125% from 3Q 2021). Profit margin: 12% (up from 6.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the next year, revenue is expected to shrink by 1.2% compared to a 42% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Feb 08Consensus EPS estimates increase by 27%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥214.6b to JP¥223.0b. EPS estimate increased from JP¥182 to JP¥231 per share. Net income forecast to grow 23% next year vs 12% growth forecast for Infrastructure industry in Japan. Consensus price target of JP¥1,983 unchanged from last update. Share price was steady at JP¥2,053 over the past week.
Price Target Changed • Jan 11Price target increased to JP¥1,983Up from JP¥1,838, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,911. Stock is up 43% over the past year. The company is forecast to post earnings per share of JP¥182 for next year compared to JP¥102 last year.
Major Estimate Revision • Dec 08Consensus EPS estimates increase to JP¥182The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥209.3b to JP¥214.6b. EPS estimate increased from JP¥157 to JP¥182 per share. Net income forecast to grow 7.7% next year vs 14% growth forecast for Infrastructure industry in Japan. Consensus price target of JP¥1,888 unchanged from last update. Share price rose 3.1% to JP¥1,933 over the past week.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥48.67 (vs JP¥12.47 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥54.7b (up 20% from 2Q 2021). Net income: JP¥3.96b (up 280% from 2Q 2021). Profit margin: 7.2% (up from 2.3% in 2Q 2021). 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 only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (2.6%).
Price Target Changed • Sep 17Price target increased to JP¥1,838Up from JP¥1,698, the current price target is an average from 4 analysts. New target price is 9.2% below last closing price of JP¥2,023. Stock is up 46% over the past year.
Major Estimate Revision • Jun 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥111 to JP¥123. Revenue forecast unchanged at JP¥202.1b. Net income forecast to grow 11% next year vs 16% growth forecast for Infrastructure industry in Japan. Consensus price target of JP¥1,623 unchanged from last update. Share price fell 2.4% to JP¥1,474 over the past week.