Shibusawa Logistics（9304）株式概要シブサワ・ロジスティクス株式会社は、日本国内および国際的な物流・倉庫サービスを提供している。 詳細9304 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績4/6財務の健全性5/6配当金4/6報酬過去1年間で収益は29%増加しました リスク分析3.68%の配当はフリーキャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 JP市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る9304 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW477,830 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA477,830 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.87k15.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture093b2016201920222025202620282031Revenue JP¥93.0bEarnings JP¥7.4bAdvancedSet Fair ValueView all narrativesShibusawa Logistics Corporation 競合他社AZ-COM MARUWA HoldingsSymbol: TSE:9090Market cap: JP¥110.3bHamakyorexSymbol: TSE:9037Market cap: JP¥133.0bKonoike TransportLtdSymbol: TSE:9025Market cap: JP¥149.7bK.R.SSymbol: TSE:9369Market cap: JP¥73.3b価格と性能株価の高値、安値、推移の概要Shibusawa Logistics過去の株価現在の株価JP¥1,901.0052週高値JP¥2,144.0052週安値JP¥1,070.00ベータ0.441ヶ月の変化1.93%3ヶ月変化48.98%1年変化66.75%3年間の変化124.97%5年間の変化246.42%IPOからの変化76.84%最新ニュースお知らせ • Jul 31Shibusawa Logistics Corporation (TSE:9304) completed the acquisition of Meitetsu World Transport from Nagoya Railroad Co., Ltd. (TSE:9048).Shibusawa Logistics Corporation (TSE:9304) agreed to acquire Meitetsu World Transport Co., Ltd. from Nagoya Railroad Co., Ltd. (TSE:9048) on May 11, 2026. Following the transaction, Meitetsu World Transport will be renamed Shibusawa World Transport Co., Ltd. The transaction is subject to approval by board of Shibusawa Logistics Corporation. The transaction has been approved by board of Shibusawa Logistics Corporation. The expected completion of the transaction is May 29, 2026. Shibusawa Logistics Corporation (TSE:9304) completed the acquisition of Meitetsu World Transport from Nagoya Railroad Co., Ltd. (TSE:9048) on July 30, 2026Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,735, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 16x in the Logistics industry in Japan. Total returns to shareholders of 152% over the past three years.Declared Dividend • Jul 25Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Jul 22New 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 7.0% 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 Dividend is not well covered by cash flows (111% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,892, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 15x in the Logistics industry in Japan. Total returns to shareholders of 205% over the past three years.お知らせ • Jun 27Shibusawa Logistics Corporation to Report Q1, 2027 Results on Aug 07, 2026Shibusawa Logistics Corporation announced that they will report Q1, 2027 results on Aug 07, 2026最新情報をもっと見るRecent updatesお知らせ • Jul 31Shibusawa Logistics Corporation (TSE:9304) completed the acquisition of Meitetsu World Transport from Nagoya Railroad Co., Ltd. (TSE:9048).Shibusawa Logistics Corporation (TSE:9304) agreed to acquire Meitetsu World Transport Co., Ltd. from Nagoya Railroad Co., Ltd. (TSE:9048) on May 11, 2026. Following the transaction, Meitetsu World Transport will be renamed Shibusawa World Transport Co., Ltd. The transaction is subject to approval by board of Shibusawa Logistics Corporation. The transaction has been approved by board of Shibusawa Logistics Corporation. The expected completion of the transaction is May 29, 2026. Shibusawa Logistics Corporation (TSE:9304) completed the acquisition of Meitetsu World Transport from Nagoya Railroad Co., Ltd. (TSE:9048) on July 30, 2026Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,735, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 16x in the Logistics industry in Japan. Total returns to shareholders of 152% over the past three years.Declared Dividend • Jul 25Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Jul 22New 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 7.0% 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 Dividend is not well covered by cash flows (111% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,892, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 15x in the Logistics industry in Japan. Total returns to shareholders of 205% over the past three years.お知らせ • Jun 27Shibusawa Logistics Corporation to Report Q1, 2027 Results on Aug 07, 2026Shibusawa Logistics Corporation announced that they will report Q1, 2027 results on Aug 07, 2026お知らせ • May 22Shibusawa Logistics Corporation (TSE:9304) announces an Equity Buyback for 1,600,000 shares, representing 2.77% for ¥2,800 million.Shibusawa Logistics Corporation (TSE:9304) announces a share repurchase program. Under the program, the company will repurchase up to 1,600,000 shares, representing 2.77% of its issued share capital, for ¥2,800 million. The purpose of the program is to improve capital efficiency and return profits to shareholders. Repurchased shares will be cancelled. The program will expire on October 30, 2026. As of April 30, 2026, the company had 57,855,127 shares (excluding treasury stock) and 3,015,861 shares in treasury.分析記事 • May 20Shibusawa Logistics' (TSE:9304) Promising Earnings May Rest On Soft FoundationsShibusawa Logistics Corporation's ( TSE:9304 ) stock was strong after they recently reported robust earnings. However...Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥112 (vs JP¥84.30 in FY 2025)Full year 2026 results: EPS: JP¥112 (up from JP¥84.30 in FY 2025). Revenue: JP¥79.7b (up 1.4% from FY 2025). Net income: JP¥6.33b (up 29% from FY 2025). Profit margin: 7.9% (up from 6.2% in FY 2025). 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 34% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Shibusawa Logistics Corporation, Annual General Meeting, Jun 26, 2026Shibusawa Logistics Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • May 10Shibusawa Logistics Corporation to Report Fiscal Year 2026 Results on May 11, 2026Shibusawa Logistics Corporation announced that they will report fiscal year 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥48.91 (vs JP¥25.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥48.91 (up from JP¥25.55 in 3Q 2025). Revenue: JP¥20.3b (flat on 3Q 2025). Net income: JP¥2.75b (up 86% from 3Q 2025). Profit margin: 14% (up from 7.3% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 02Shibusawa Logistics Corporation to Report Q3, 2026 Results on Feb 09, 2026Shibusawa Logistics Corporation announced that they will report Q3, 2026 results on Feb 09, 2026Declared Dividend • Dec 02First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 10%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (293% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Nov 18There May Be Underlying Issues With The Quality Of Shibusawa Logistics' (TSE:9304) EarningsShibusawa Logistics Corporation ( TSE:9304 ) announced strong profits, but the stock was stagnant. Our analysis...Reported Earnings • Nov 08Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: JP¥20.0b (flat on 2Q 2025). Net income: JP¥1.47b (up 45% from 2Q 2025). Profit margin: 7.3% (up from 5.0% in 2Q 2025).Upcoming Dividend • Sep 22Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).分析記事 • Sep 01Shibusawa Logistics' (TSE:9304) Upcoming Dividend Will Be Larger Than Last Year'sShibusawa Logistics Corporation ( TSE:9304 ) will increase its dividend from last year's comparable payment on the 2nd...お知らせ • Sep 01Shibusawa Logistics Corporation to Report Q2, 2026 Results on Nov 07, 2025Shibusawa Logistics Corporation announced that they will report Q2, 2026 results on Nov 07, 2025Board Change • Aug 13High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Masashi Shishinome was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥126 (vs JP¥110 in 1Q 2025)First quarter 2026 results: EPS: JP¥126 (up from JP¥110 in 1Q 2025). Revenue: JP¥20.0b (up 2.8% from 1Q 2025). Net income: JP¥1.82b (up 12% from 1Q 2025). Profit margin: 9.1% (up from 8.4% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.分析記事 • Aug 08Shibusawa Logistics (TSE:9304) Will Pay A Larger Dividend Than Last Year At ¥90.00Shibusawa Logistics Corporation ( TSE:9304 ) has announced that it will be increasing its dividend from last year's...お知らせ • Aug 08Shibusawa Logistics Corporation (TSE:9304) announces an Equity Buyback for 360,000 shares, representing 2.49% for ¥1,593 million.Shibusawa Logistics Corporation (TSE:9304) announces a share repurchase program. Under the program, the company will repurchase up to 360,000 shares, representing 2.49% of its issued share capital, for ¥1,593 million. The repurchase price will be ¥4,425 per share. The purpose of the program is to improve capital efficiency and return profits to shareholders. The program will expire on August 8, 2025. As of July 31, 2025, the company had 14,474,359 shares (excluding treasury stock) and 743,388 shares in treasury.分析記事 • Jul 24Shibusawa Logistics (TSE:9304) Will Pay A Larger Dividend Than Last Year At ¥90.00Shibusawa Logistics Corporation ( TSE:9304 ) will increase its dividend from last year's comparable payment on the 2nd...分析記事 • Jul 10Shibusawa Logistics (TSE:9304) Will Pay A Larger Dividend Than Last Year At ¥90.00The board of Shibusawa Logistics Corporation ( TSE:9304 ) has announced that it will be paying its dividend of ¥90.00...Declared Dividend • Jul 09Final dividend increased to JP¥90.00Dividend of JP¥90.00 is 50% higher than last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (33% 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 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27Shibusawa Logistics Corporation to Report Q1, 2026 Results on Aug 07, 2025Shibusawa Logistics Corporation announced that they will report Q1, 2026 results on Aug 07, 2025分析記事 • May 19Shibusawa Logistics' (TSE:9304) Earnings Are Weaker Than They SeemShibusawa Logistics Corporation ( TSE:9304 ) just reported some strong earnings, and the market reacted accordingly...Reported Earnings • May 13Full year 2025 earnings released: EPS: JP¥337 (vs JP¥246 in FY 2024)Full year 2025 results: EPS: JP¥337 (up from JP¥246 in FY 2024). Revenue: JP¥78.6b (up 7.1% from FY 2024). Net income: JP¥4.91b (up 32% from FY 2024). Profit margin: 6.2% (up from 5.1% in FY 2024). 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 16% per year, which means it is well ahead of earnings.お知らせ • May 12+ 2 more updatesShibusawa Logistics Corporation, Annual General Meeting, Jun 27, 2025Shibusawa Logistics Corporation, Annual General Meeting, Jun 27, 2025.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,675, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 82% over the past three years.お知らせ • Mar 28Shibusawa Logistics Corporation to Report Fiscal Year 2025 Results on May 12, 2025Shibusawa Logistics Corporation announced that they will report fiscal year 2025 results on May 12, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥102 (vs JP¥65.72 in 3Q 2024)Third quarter 2025 results: EPS: JP¥102 (up from JP¥65.72 in 3Q 2024). Revenue: JP¥20.1b (up 6.7% from 3Q 2024). Net income: JP¥1.48b (up 48% from 3Q 2024). Profit margin: 7.3% (up from 5.3% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 3% 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 • Dec 04The Shibusawa Warehouse Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025The Shibusawa Warehouse Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025分析記事 • Nov 14Shibusawa Warehouse's (TSE:9304) Profits May Not Reveal Underlying IssuesThe Shibusawa Warehouse Co., Ltd.'s ( TSE:9304 ) robust recent earnings didn't do much to move the stock. However the...Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥69.87 (vs JP¥59.20 in 2Q 2024)Second quarter 2025 results: EPS: JP¥69.87 (up from JP¥59.20 in 2Q 2024). Revenue: JP¥20.1b (up 7.5% from 2Q 2024). Net income: JP¥1.02b (up 13% from 2Q 2024). Profit margin: 5.0% (up from 4.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% 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 Shibusawa Warehouse Co., Ltd. (TSE:9304) announces an Equity Buyback for 100,000 shares, representing 0.69% for ¥319.5 million.The Shibusawa Warehouse Co., Ltd. (TSE:9304) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.69% of its issued share capital, for ¥319.5 million. The repurchase price will be ¥ 3,195 per share. The purpose of the program is to improve capital efficiency and return profits to shareholders. As of October 31, 2024, the company had 14,544,359 shares (excluding treasury stock) and 673,388 shares in treasury.Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.2%).New Risk • Sep 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.お知らせ • Sep 04The Shibusawa Warehouse Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024The Shibusawa Warehouse Co., Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024分析記事 • Aug 06The Returns At Shibusawa Warehouse (TSE:9304) Aren't GrowingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...お知らせ • Jun 28The Shibusawa Warehouse Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024The Shibusawa Warehouse Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥246 (vs JP¥248 in FY 2023)Full year 2024 results: EPS: JP¥246 (down from JP¥248 in FY 2023). Revenue: JP¥73.4b (down 6.5% from FY 2023). Net income: JP¥3.73b (flat on FY 2023). Profit margin: 5.1% (up from 4.8% in FY 2023). The increase in margin was driven by lower expenses. 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 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 27, 2024The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • May 11The Shibusawa Warehouse Co., Ltd. (TSE:9304) announces an Equity Buyback for 685,000 shares, representing 4.51% for ¥2,116.65 million.Cerespo Co., Ltd. (TSE:9625) announces a share repurchase program. Under the program, the company will repurchase up to 685,000 shares, representing 4.51% of its issued share capital, for ¥2,116.65 million. The repurchase price will be ¥ 3,090 per share. The purpose of the program is to improve capital efficiency and return profits to shareholders. As of April 30, 2024, the company had 15,204,388 shares (excluding treasury stock) and 13,359 shares in treasury.お知らせ • Mar 29The Shibusawa Warehouse Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024The Shibusawa Warehouse Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.9%).Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥65.72 (vs JP¥77.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥65.72 (down from JP¥77.03 in 3Q 2023). Revenue: JP¥18.9b (down 9.5% from 3Q 2023). Net income: JP¥996.0m (down 15% from 3Q 2023). Profit margin: 5.3% (down from 5.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.お知らせ • Jan 14The Shibusawa Warehouse Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024The Shibusawa Warehouse Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥59.19 (vs JP¥88.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥59.19 (down from JP¥88.79 in 2Q 2023). Revenue: JP¥18.7b (down 9.6% from 2Q 2023). Net income: JP¥897.0m (down 33% from 2Q 2023). Profit margin: 4.8% (down from 6.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Sep 28Now 20% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be JP¥3,855, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 23%.Upcoming Dividend • Sep 21Upcoming dividend of JP¥45.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%).お知らせ • Aug 27The Shibusawa Warehouse Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023The Shibusawa Warehouse Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥56.43 (vs JP¥70.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥56.43 (down from JP¥70.97 in 1Q 2023). Revenue: JP¥18.4b (down 1.4% from 1Q 2023). Net income: JP¥855.0m (down 21% from 1Q 2023). Profit margin: 4.7% (down from 5.8% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28The Shibusawa Warehouse Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023The Shibusawa Warehouse Co., Ltd. announced that they will report Q1, 2024 results on Aug 07, 2023Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥248 (vs JP¥346 in FY 2022)Full year 2023 results: EPS: JP¥248 (down from JP¥346 in FY 2022). Revenue: JP¥78.5b (up 9.4% from FY 2022). Net income: JP¥3.76b (down 28% from FY 2022). Profit margin: 4.8% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses. 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 2% per year, which means it is significantly lagging earnings growth.お知らせ • May 14The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2023The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 20% 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 (2.8%).Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥77.02 (vs JP¥59.39 in 3Q 2022)Third quarter 2023 results: EPS: JP¥77.02 (up from JP¥59.39 in 3Q 2022). Revenue: JP¥20.8b (up 13% from 3Q 2022). Net income: JP¥1.17b (up 29% from 3Q 2022). Profit margin: 5.6% (up from 4.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 27The Shibusawa Warehouse Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023The Shibusawa Warehouse Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 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. 4 experienced directors. 8 highly experienced directors. No independent directors (9 non-independent directors). External Director Reiji Tsuboi was the last director to join the board, commencing their role in 2015. 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 09Second quarter 2023 earnings released: EPS: JP¥88.79 (vs JP¥55.84 in 2Q 2022)Second quarter 2023 results: EPS: JP¥88.79 (up from JP¥55.84 in 2Q 2022). Revenue: JP¥20.7b (up 16% from 2Q 2022). Net income: JP¥1.35b (up 59% from 2Q 2022). Profit margin: 6.5% (up from 4.8% in 2Q 2022). 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 fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).お知らせ • Sep 15The Shibusawa Warehouse Co., Ltd. to Report Q2, 2023 Results on Nov 07, 2022The Shibusawa Warehouse Co., Ltd. announced that they will report Q2, 2023 results on Nov 07, 2022Buying Opportunity • Aug 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.3%. The fair value is estimated to be JP¥2,669, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 22%.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥70.97 (vs JP¥58.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥70.97 (up from JP¥58.41 in 1Q 2022). Revenue: JP¥18.6b (up 7.1% from 1Q 2022). Net income: JP¥1.08b (up 22% from 1Q 2022). Profit margin: 5.8% (up from 5.1% in 1Q 2022). The increase in margin was driven by higher revenue. 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 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 29The Shibusawa Warehouse Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022The Shibusawa Warehouse Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥346 (vs JP¥181 in FY 2021)Full year 2022 results: EPS: JP¥346 (up from JP¥181 in FY 2021). Revenue: JP¥71.7b (up 9.8% from FY 2021). Net income: JP¥5.26b (up 91% from FY 2021). Profit margin: 7.3% (up from 4.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • May 14The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2022The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No 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 (9 non-independent directors). External Director Reiji Tsuboi was the last director to join the board, commencing their role in 2015. 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 08The Shibusawa Warehouse Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022The Shibusawa Warehouse Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.4%).Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥59.39 (up from JP¥52.49 in 3Q 2021). Revenue: JP¥18.4b (up 12% from 3Q 2021). Net income: JP¥903.0m (up 13% from 3Q 2021). Profit margin: 4.9% (up from 4.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 11% per year and the company’s share price has also increased by 11% per year.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥55.84 (vs JP¥50.65 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥17.8b (up 7.1% from 2Q 2021). Net income: JP¥849.0m (up 10% from 2Q 2021). Profit margin: 4.8% (up from 4.6% 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 14% per year whereas the company’s share price has increased by 12% per year.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: 2.5%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥58.40 (vs JP¥54.99 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥17.4b (up 8.1% from 1Q 2021). Net income: JP¥888.0m (up 6.2% from 1Q 2021). Profit margin: 5.1% (down from 5.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥181 (vs JP¥185 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥65.3b (down 2.2% from FY 2020). Net income: JP¥2.75b (down 2.3% from FY 2020). Profit margin: 4.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).お知らせ • Mar 04The Shibusawa Warehouse Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021The Shibusawa Warehouse Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥52.48 (vs JP¥49.33 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¥16.5b (down 2.2% from 3Q 2020). Net income: JP¥798.0m (up 6.4% from 3Q 2020). Profit margin: 4.8% (up from 4.5% 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 22% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 05The Shibusawa Warehouse Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021The Shibusawa Warehouse Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021お知らせ • Oct 03The Shibusawa Warehouse Co., Ltd. (TSE:9304) acquired an additional 39% stake in Shibusawa Logistics Vietnam Co., Ltd. from Tran Logistics And Transportation Joint Stock Company.The Shibusawa Warehouse Co., Ltd. (TSE:9304) acquired an additional 39% stake in Shibusawa Logistics Vietnam Co., Ltd. from Tran Logistics And Transportation Joint Stock Company on September 22, 2020. As a result of the transaction, The Shibusawa Warehouse Co., Ltd. is increasing its stake from 51% to 90% in Shibusawa Logistics Vietnam Co., Ltd. whereas stake of Tran Logistics And Transportation Joint Stock Company will reduce to 10%. The Shibusawa Warehouse Co., Ltd. (TSE:9304) completed the acquisition of an additional 39% stake in Shibusawa Logistics Vietnam Co., Ltd. from Tran Logistics And Transportation Joint Stock Company on September 22, 2020.お知らせ • Sep 04The Shibusawa Warehouse Co., Ltd. to Report Q2, 2021 Results on Nov 06, 2020The Shibusawa Warehouse Co., Ltd. announced that they will report Q2, 2021 results on Nov 06, 2020株主還元9304JP LogisticsJP 市場7D4.5%-3.3%1.8%1Y66.8%2.3%33.6%株主還元を見る業界別リターン: 9304過去 1 年間で2.3 % の収益を上げたJP Logistics業界を上回りました。リターン対市場: 9304過去 1 年間で33.6 % の収益を上げたJP市場を上回りました。価格変動Is 9304's price volatile compared to industry and market?9304 volatility9304 Average Weekly Movement7.0%Logistics Industry Average Movement4.5%Market Average Movement4.4%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.2%安定した株価: 9304の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 9304の weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18971,320n/awww.shibusawa.co.jpシブサワ・ロジスティクス株式会社は、日本および海外で物流・倉庫サービスを提供している。各種貨物の倉庫保管・流通加工などの戦略的物流サービス、顧客の物流に合わせた混載輸送・チャーター輸送・海上コンテナ輸送などのトラック輸送サービス、出入国港・空港での通関・陸上輸送・倉庫保管などの海上・航空輸出入ハンドリングサービス、書類保管・トランクルーム保管、引越・家財保管などのサービスを提供している。また、ECフルフィルメント事業、通関事業、不動産の売買・仲介・管理・賃貸事業、医薬品・医薬部外品・化粧品・医療機器の梱包・表示・保管事業、情報システムの企画・開発・販売・運用管理事業、人材紹介事業、介護保険外のライフサポート事業なども手掛けている。旧社名は株式会社渋沢倉庫で、2025年1月に渋沢物流株式会社に商号変更した。渋沢物流株式会社は1897年に設立され、本社は江東区にある。もっと見るShibusawa Logistics Corporation 基礎のまとめShibusawa Logistics の収益と売上を時価総額と比較するとどうか。9304 基礎統計学時価総額JP¥109.32b収益（TTM）JP¥6.33b売上高(TTM)JP¥79.74b17.3xPER（株価収益率1.4xP/Sレシオ9304 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計9304 損益計算書（TTM）収益JP¥79.74b売上原価JP¥71.06b売上総利益JP¥8.68bその他の費用JP¥2.35b収益JP¥6.33b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）110.13グロス・マージン10.88%純利益率7.94%有利子負債／自己資本比率40.2%9304 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.7%現在の配当利回り50%配当性向9304 配当は確実ですか？9304 配当履歴とベンチマークを見る9304 、いつまでに購入すれば配当金を受け取れますか？Shibusawa Logistics 配当日配当落ち日Sep 29 2026配当支払日Dec 01 2026配当落ちまでの日数51 days配当支払日までの日数114 days9304 配当は確実ですか？9304 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/08 07:25終値2026/08/07 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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Shibusawa Logistics Corporation 0 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Takuya OsakaMorgan Stanley
お知らせ • Jul 31Shibusawa Logistics Corporation (TSE:9304) completed the acquisition of Meitetsu World Transport from Nagoya Railroad Co., Ltd. (TSE:9048).Shibusawa Logistics Corporation (TSE:9304) agreed to acquire Meitetsu World Transport Co., Ltd. from Nagoya Railroad Co., Ltd. (TSE:9048) on May 11, 2026. Following the transaction, Meitetsu World Transport will be renamed Shibusawa World Transport Co., Ltd. The transaction is subject to approval by board of Shibusawa Logistics Corporation. The transaction has been approved by board of Shibusawa Logistics Corporation. The expected completion of the transaction is May 29, 2026. Shibusawa Logistics Corporation (TSE:9304) completed the acquisition of Meitetsu World Transport from Nagoya Railroad Co., Ltd. (TSE:9048) on July 30, 2026
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,735, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 16x in the Logistics industry in Japan. Total returns to shareholders of 152% over the past three years.
Declared Dividend • Jul 25Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Jul 22New 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 7.0% 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 Dividend is not well covered by cash flows (111% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,892, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 15x in the Logistics industry in Japan. Total returns to shareholders of 205% over the past three years.
お知らせ • Jun 27Shibusawa Logistics Corporation to Report Q1, 2027 Results on Aug 07, 2026Shibusawa Logistics Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
お知らせ • Jul 31Shibusawa Logistics Corporation (TSE:9304) completed the acquisition of Meitetsu World Transport from Nagoya Railroad Co., Ltd. (TSE:9048).Shibusawa Logistics Corporation (TSE:9304) agreed to acquire Meitetsu World Transport Co., Ltd. from Nagoya Railroad Co., Ltd. (TSE:9048) on May 11, 2026. Following the transaction, Meitetsu World Transport will be renamed Shibusawa World Transport Co., Ltd. The transaction is subject to approval by board of Shibusawa Logistics Corporation. The transaction has been approved by board of Shibusawa Logistics Corporation. The expected completion of the transaction is May 29, 2026. Shibusawa Logistics Corporation (TSE:9304) completed the acquisition of Meitetsu World Transport from Nagoya Railroad Co., Ltd. (TSE:9048) on July 30, 2026
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,735, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 16x in the Logistics industry in Japan. Total returns to shareholders of 152% over the past three years.
Declared Dividend • Jul 25Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Jul 22New 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 7.0% 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 Dividend is not well covered by cash flows (111% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,892, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 15x in the Logistics industry in Japan. Total returns to shareholders of 205% over the past three years.
お知らせ • Jun 27Shibusawa Logistics Corporation to Report Q1, 2027 Results on Aug 07, 2026Shibusawa Logistics Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
お知らせ • May 22Shibusawa Logistics Corporation (TSE:9304) announces an Equity Buyback for 1,600,000 shares, representing 2.77% for ¥2,800 million.Shibusawa Logistics Corporation (TSE:9304) announces a share repurchase program. Under the program, the company will repurchase up to 1,600,000 shares, representing 2.77% of its issued share capital, for ¥2,800 million. The purpose of the program is to improve capital efficiency and return profits to shareholders. Repurchased shares will be cancelled. The program will expire on October 30, 2026. As of April 30, 2026, the company had 57,855,127 shares (excluding treasury stock) and 3,015,861 shares in treasury.
分析記事 • May 20Shibusawa Logistics' (TSE:9304) Promising Earnings May Rest On Soft FoundationsShibusawa Logistics Corporation's ( TSE:9304 ) stock was strong after they recently reported robust earnings. However...
Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥112 (vs JP¥84.30 in FY 2025)Full year 2026 results: EPS: JP¥112 (up from JP¥84.30 in FY 2025). Revenue: JP¥79.7b (up 1.4% from FY 2025). Net income: JP¥6.33b (up 29% from FY 2025). Profit margin: 7.9% (up from 6.2% in FY 2025). 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 34% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Shibusawa Logistics Corporation, Annual General Meeting, Jun 26, 2026Shibusawa Logistics Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • May 10Shibusawa Logistics Corporation to Report Fiscal Year 2026 Results on May 11, 2026Shibusawa Logistics Corporation announced that they will report fiscal year 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥48.91 (vs JP¥25.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥48.91 (up from JP¥25.55 in 3Q 2025). Revenue: JP¥20.3b (flat on 3Q 2025). Net income: JP¥2.75b (up 86% from 3Q 2025). Profit margin: 14% (up from 7.3% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 02Shibusawa Logistics Corporation to Report Q3, 2026 Results on Feb 09, 2026Shibusawa Logistics Corporation announced that they will report Q3, 2026 results on Feb 09, 2026
Declared Dividend • Dec 02First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 10%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (293% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 18There May Be Underlying Issues With The Quality Of Shibusawa Logistics' (TSE:9304) EarningsShibusawa Logistics Corporation ( TSE:9304 ) announced strong profits, but the stock was stagnant. Our analysis...
Reported Earnings • Nov 08Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: JP¥20.0b (flat on 2Q 2025). Net income: JP¥1.47b (up 45% from 2Q 2025). Profit margin: 7.3% (up from 5.0% in 2Q 2025).
Upcoming Dividend • Sep 22Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
分析記事 • Sep 01Shibusawa Logistics' (TSE:9304) Upcoming Dividend Will Be Larger Than Last Year'sShibusawa Logistics Corporation ( TSE:9304 ) will increase its dividend from last year's comparable payment on the 2nd...
お知らせ • Sep 01Shibusawa Logistics Corporation to Report Q2, 2026 Results on Nov 07, 2025Shibusawa Logistics Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
Board Change • Aug 13High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Masashi Shishinome was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥126 (vs JP¥110 in 1Q 2025)First quarter 2026 results: EPS: JP¥126 (up from JP¥110 in 1Q 2025). Revenue: JP¥20.0b (up 2.8% from 1Q 2025). Net income: JP¥1.82b (up 12% from 1Q 2025). Profit margin: 9.1% (up from 8.4% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
分析記事 • Aug 08Shibusawa Logistics (TSE:9304) Will Pay A Larger Dividend Than Last Year At ¥90.00Shibusawa Logistics Corporation ( TSE:9304 ) has announced that it will be increasing its dividend from last year's...
お知らせ • Aug 08Shibusawa Logistics Corporation (TSE:9304) announces an Equity Buyback for 360,000 shares, representing 2.49% for ¥1,593 million.Shibusawa Logistics Corporation (TSE:9304) announces a share repurchase program. Under the program, the company will repurchase up to 360,000 shares, representing 2.49% of its issued share capital, for ¥1,593 million. The repurchase price will be ¥4,425 per share. The purpose of the program is to improve capital efficiency and return profits to shareholders. The program will expire on August 8, 2025. As of July 31, 2025, the company had 14,474,359 shares (excluding treasury stock) and 743,388 shares in treasury.
分析記事 • Jul 24Shibusawa Logistics (TSE:9304) Will Pay A Larger Dividend Than Last Year At ¥90.00Shibusawa Logistics Corporation ( TSE:9304 ) will increase its dividend from last year's comparable payment on the 2nd...
分析記事 • Jul 10Shibusawa Logistics (TSE:9304) Will Pay A Larger Dividend Than Last Year At ¥90.00The board of Shibusawa Logistics Corporation ( TSE:9304 ) has announced that it will be paying its dividend of ¥90.00...
Declared Dividend • Jul 09Final dividend increased to JP¥90.00Dividend of JP¥90.00 is 50% higher than last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (33% 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 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27Shibusawa Logistics Corporation to Report Q1, 2026 Results on Aug 07, 2025Shibusawa Logistics Corporation announced that they will report Q1, 2026 results on Aug 07, 2025
分析記事 • May 19Shibusawa Logistics' (TSE:9304) Earnings Are Weaker Than They SeemShibusawa Logistics Corporation ( TSE:9304 ) just reported some strong earnings, and the market reacted accordingly...
Reported Earnings • May 13Full year 2025 earnings released: EPS: JP¥337 (vs JP¥246 in FY 2024)Full year 2025 results: EPS: JP¥337 (up from JP¥246 in FY 2024). Revenue: JP¥78.6b (up 7.1% from FY 2024). Net income: JP¥4.91b (up 32% from FY 2024). Profit margin: 6.2% (up from 5.1% in FY 2024). 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 16% per year, which means it is well ahead of earnings.
お知らせ • May 12+ 2 more updatesShibusawa Logistics Corporation, Annual General Meeting, Jun 27, 2025Shibusawa Logistics Corporation, Annual General Meeting, Jun 27, 2025.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,675, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 82% over the past three years.
お知らせ • Mar 28Shibusawa Logistics Corporation to Report Fiscal Year 2025 Results on May 12, 2025Shibusawa Logistics Corporation announced that they will report fiscal year 2025 results on May 12, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥102 (vs JP¥65.72 in 3Q 2024)Third quarter 2025 results: EPS: JP¥102 (up from JP¥65.72 in 3Q 2024). Revenue: JP¥20.1b (up 6.7% from 3Q 2024). Net income: JP¥1.48b (up 48% from 3Q 2024). Profit margin: 7.3% (up from 5.3% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 3% 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 • Dec 04The Shibusawa Warehouse Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025The Shibusawa Warehouse Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
分析記事 • Nov 14Shibusawa Warehouse's (TSE:9304) Profits May Not Reveal Underlying IssuesThe Shibusawa Warehouse Co., Ltd.'s ( TSE:9304 ) robust recent earnings didn't do much to move the stock. However the...
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥69.87 (vs JP¥59.20 in 2Q 2024)Second quarter 2025 results: EPS: JP¥69.87 (up from JP¥59.20 in 2Q 2024). Revenue: JP¥20.1b (up 7.5% from 2Q 2024). Net income: JP¥1.02b (up 13% from 2Q 2024). Profit margin: 5.0% (up from 4.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% 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 Shibusawa Warehouse Co., Ltd. (TSE:9304) announces an Equity Buyback for 100,000 shares, representing 0.69% for ¥319.5 million.The Shibusawa Warehouse Co., Ltd. (TSE:9304) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.69% of its issued share capital, for ¥319.5 million. The repurchase price will be ¥ 3,195 per share. The purpose of the program is to improve capital efficiency and return profits to shareholders. As of October 31, 2024, the company had 14,544,359 shares (excluding treasury stock) and 673,388 shares in treasury.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.2%).
New Risk • Sep 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
お知らせ • Sep 04The Shibusawa Warehouse Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024The Shibusawa Warehouse Co., Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024
分析記事 • Aug 06The Returns At Shibusawa Warehouse (TSE:9304) Aren't GrowingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
お知らせ • Jun 28The Shibusawa Warehouse Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024The Shibusawa Warehouse Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024
Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥246 (vs JP¥248 in FY 2023)Full year 2024 results: EPS: JP¥246 (down from JP¥248 in FY 2023). Revenue: JP¥73.4b (down 6.5% from FY 2023). Net income: JP¥3.73b (flat on FY 2023). Profit margin: 5.1% (up from 4.8% in FY 2023). The increase in margin was driven by lower expenses. 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 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 27, 2024The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • May 11The Shibusawa Warehouse Co., Ltd. (TSE:9304) announces an Equity Buyback for 685,000 shares, representing 4.51% for ¥2,116.65 million.Cerespo Co., Ltd. (TSE:9625) announces a share repurchase program. Under the program, the company will repurchase up to 685,000 shares, representing 4.51% of its issued share capital, for ¥2,116.65 million. The repurchase price will be ¥ 3,090 per share. The purpose of the program is to improve capital efficiency and return profits to shareholders. As of April 30, 2024, the company had 15,204,388 shares (excluding treasury stock) and 13,359 shares in treasury.
お知らせ • Mar 29The Shibusawa Warehouse Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024The Shibusawa Warehouse Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.9%).
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥65.72 (vs JP¥77.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥65.72 (down from JP¥77.03 in 3Q 2023). Revenue: JP¥18.9b (down 9.5% from 3Q 2023). Net income: JP¥996.0m (down 15% from 3Q 2023). Profit margin: 5.3% (down from 5.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.
お知らせ • Jan 14The Shibusawa Warehouse Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024The Shibusawa Warehouse Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥59.19 (vs JP¥88.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥59.19 (down from JP¥88.79 in 2Q 2023). Revenue: JP¥18.7b (down 9.6% from 2Q 2023). Net income: JP¥897.0m (down 33% from 2Q 2023). Profit margin: 4.8% (down from 6.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Sep 28Now 20% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be JP¥3,855, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 23%.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥45.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%).
お知らせ • Aug 27The Shibusawa Warehouse Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023The Shibusawa Warehouse Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥56.43 (vs JP¥70.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥56.43 (down from JP¥70.97 in 1Q 2023). Revenue: JP¥18.4b (down 1.4% from 1Q 2023). Net income: JP¥855.0m (down 21% from 1Q 2023). Profit margin: 4.7% (down from 5.8% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28The Shibusawa Warehouse Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023The Shibusawa Warehouse Co., Ltd. announced that they will report Q1, 2024 results on Aug 07, 2023
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥248 (vs JP¥346 in FY 2022)Full year 2023 results: EPS: JP¥248 (down from JP¥346 in FY 2022). Revenue: JP¥78.5b (up 9.4% from FY 2022). Net income: JP¥3.76b (down 28% from FY 2022). Profit margin: 4.8% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses. 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 2% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2023The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 20% 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 (2.8%).
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥77.02 (vs JP¥59.39 in 3Q 2022)Third quarter 2023 results: EPS: JP¥77.02 (up from JP¥59.39 in 3Q 2022). Revenue: JP¥20.8b (up 13% from 3Q 2022). Net income: JP¥1.17b (up 29% from 3Q 2022). Profit margin: 5.6% (up from 4.9% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 27The Shibusawa Warehouse Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023The Shibusawa Warehouse Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 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. 4 experienced directors. 8 highly experienced directors. No independent directors (9 non-independent directors). External Director Reiji Tsuboi was the last director to join the board, commencing their role in 2015. 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 09Second quarter 2023 earnings released: EPS: JP¥88.79 (vs JP¥55.84 in 2Q 2022)Second quarter 2023 results: EPS: JP¥88.79 (up from JP¥55.84 in 2Q 2022). Revenue: JP¥20.7b (up 16% from 2Q 2022). Net income: JP¥1.35b (up 59% from 2Q 2022). Profit margin: 6.5% (up from 4.8% in 2Q 2022). 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 fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
お知らせ • Sep 15The Shibusawa Warehouse Co., Ltd. to Report Q2, 2023 Results on Nov 07, 2022The Shibusawa Warehouse Co., Ltd. announced that they will report Q2, 2023 results on Nov 07, 2022
Buying Opportunity • Aug 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.3%. The fair value is estimated to be JP¥2,669, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 22%.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥70.97 (vs JP¥58.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥70.97 (up from JP¥58.41 in 1Q 2022). Revenue: JP¥18.6b (up 7.1% from 1Q 2022). Net income: JP¥1.08b (up 22% from 1Q 2022). Profit margin: 5.8% (up from 5.1% in 1Q 2022). The increase in margin was driven by higher revenue. 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 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 29The Shibusawa Warehouse Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022The Shibusawa Warehouse Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥346 (vs JP¥181 in FY 2021)Full year 2022 results: EPS: JP¥346 (up from JP¥181 in FY 2021). Revenue: JP¥71.7b (up 9.8% from FY 2021). Net income: JP¥5.26b (up 91% from FY 2021). Profit margin: 7.3% (up from 4.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2022The Shibusawa Warehouse Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No 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 (9 non-independent directors). External Director Reiji Tsuboi was the last director to join the board, commencing their role in 2015. 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 08The Shibusawa Warehouse Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022The Shibusawa Warehouse Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.4%).
Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥59.39 (up from JP¥52.49 in 3Q 2021). Revenue: JP¥18.4b (up 12% from 3Q 2021). Net income: JP¥903.0m (up 13% from 3Q 2021). Profit margin: 4.9% (up from 4.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 11% per year and the company’s share price has also increased by 11% per year.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥55.84 (vs JP¥50.65 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥17.8b (up 7.1% from 2Q 2021). Net income: JP¥849.0m (up 10% from 2Q 2021). Profit margin: 4.8% (up from 4.6% 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 14% per year whereas the company’s share price has increased by 12% per year.
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: 2.5%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥58.40 (vs JP¥54.99 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥17.4b (up 8.1% from 1Q 2021). Net income: JP¥888.0m (up 6.2% from 1Q 2021). Profit margin: 5.1% (down from 5.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥181 (vs JP¥185 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥65.3b (down 2.2% from FY 2020). Net income: JP¥2.75b (down 2.3% from FY 2020). Profit margin: 4.2% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).
お知らせ • Mar 04The Shibusawa Warehouse Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021The Shibusawa Warehouse Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021
Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥52.48 (vs JP¥49.33 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¥16.5b (down 2.2% from 3Q 2020). Net income: JP¥798.0m (up 6.4% from 3Q 2020). Profit margin: 4.8% (up from 4.5% 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 22% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 05The Shibusawa Warehouse Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021The Shibusawa Warehouse Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021
お知らせ • Oct 03The Shibusawa Warehouse Co., Ltd. (TSE:9304) acquired an additional 39% stake in Shibusawa Logistics Vietnam Co., Ltd. from Tran Logistics And Transportation Joint Stock Company.The Shibusawa Warehouse Co., Ltd. (TSE:9304) acquired an additional 39% stake in Shibusawa Logistics Vietnam Co., Ltd. from Tran Logistics And Transportation Joint Stock Company on September 22, 2020. As a result of the transaction, The Shibusawa Warehouse Co., Ltd. is increasing its stake from 51% to 90% in Shibusawa Logistics Vietnam Co., Ltd. whereas stake of Tran Logistics And Transportation Joint Stock Company will reduce to 10%. The Shibusawa Warehouse Co., Ltd. (TSE:9304) completed the acquisition of an additional 39% stake in Shibusawa Logistics Vietnam Co., Ltd. from Tran Logistics And Transportation Joint Stock Company on September 22, 2020.
お知らせ • Sep 04The Shibusawa Warehouse Co., Ltd. to Report Q2, 2021 Results on Nov 06, 2020The Shibusawa Warehouse Co., Ltd. announced that they will report Q2, 2021 results on Nov 06, 2020
