View ValuationYES24Ltd 将来の成長Future 基準チェック /06現在、 YES24Ltdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Specialty Retail 収益成長54.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesUpcoming Dividend • Mar 23Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 15 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 5.6%. Within top quartile of South Korean dividend payers (3.5%). In line with average of industry peers (5.1%).お知らせ • Feb 24YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2026YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 22, uisadang-daero, yeongdeungpo-gu, seoul South KoreaUpcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 15 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (4.1%).Declared Dividend • Nov 08Dividend of ₩200 announcedDividend of ₩200 is the same as last year. Ex-date: 29th December 2025 Payment date: 15th April 2026 Dividend yield will be 5.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 6 years and payments have been stable during that time.お知らせ • Nov 07YES24 Co.,Ltd announces Annual dividend, payable on April 15, 2026YES24 Co.,Ltd announced Annual dividend of KRW 200.0000 per share payable on April 15, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.New Risk • Aug 30New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Less than 1 year of cash runway based on current free cash flow (-₩45b). Less than 3 years of financial data is available. Market cap is less than US$100m (₩96.7b market cap, or US$69.7m).New Risk • Aug 27New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 25% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩99.7b market cap, or US$71.5m).分析記事 • Jun 24YES24 Co.,Ltd's (KOSDAQ:053280) Shareholders Might Be Looking For ExitWith a median price-to-sales (or "P/S") ratio of close to 0.5x in the Specialty Retail industry in Korea, you could be...New Risk • May 29New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (₩105.7b market cap, or US$76.5m).分析記事 • Mar 25Shareholders Will Be Pleased With The Quality of YES24Ltd's (KOSDAQ:053280) EarningsEven though YES24 Co.,Ltd's ( KOSDAQ:053280 ) recent earnings release was robust, the market didn't seem to notice. We...Reported Earnings • Mar 22Full year 2024 earnings released: EPS: ₩87.86 (vs ₩88.17 loss in FY 2023)Full year 2024 results: EPS: ₩87.86 (up from ₩88.17 loss in FY 2023). Revenue: ₩671.1b (up 2.1% from FY 2023). Net income: ₩2.19b (up ₩4.40b from FY 2023). Profit margin: 0.3% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Feb 20YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2025YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 22, uisadang-daero, yeongdeungpo-gu, seoul South KoreaUpcoming Dividend • Dec 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 16 April 2025. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (3.0%).New Risk • Dec 09New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risk Market cap is less than US$100m (₩132.4b market cap, or US$93.1m).分析記事 • Oct 11Here's What's Concerning About YES24Ltd's (KOSDAQ:053280) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...分析記事 • Oct 11Revenues Not Telling The Story For YES24 Co.,Ltd (KOSDAQ:053280) After Shares Rise 28%Despite an already strong run, YES24 Co.,Ltd ( KOSDAQ:053280 ) shares have been powering on, with a gain of 28% in the...New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Jul 26What YES24 Co.,Ltd's (KOSDAQ:053280) 37% Share Price Gain Is Not Telling YouYES24 Co.,Ltd ( KOSDAQ:053280 ) shareholders have had their patience rewarded with a 37% share price jump in the last...Buy Or Sell Opportunity • Jul 26Now 20% undervaluedOver the last 90 days, the stock has risen 29% to ₩5,960. The fair value is estimated to be ₩7,484, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.分析記事 • Jul 24Is YES24Ltd (KOSDAQ:053280) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.5% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (₩133.2b market cap, or US$96.3m).Reported Earnings • Mar 26Full year 2023 earnings released: ₩145 loss per share (vs ₩62.09 profit in FY 2022)Full year 2023 results: ₩145 loss per share (down from ₩62.09 profit in FY 2022). Revenue: ₩657.8b (flat on FY 2022). Net loss: ₩3.62b (down 335% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per share at 4.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.5%).Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩62.09 (vs ₩816 in FY 2021)Full year 2022 results: EPS: ₩62.09 (down from ₩816 in FY 2021). Revenue: ₩663.8b (up 1.5% from FY 2021). Net income: ₩1.54b (down 92% from FY 2021). Profit margin: 0.2% (down from 3.1% in FY 2021). 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 24% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 21Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 11 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.7%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩5,020, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 18x in the Online Retail industry in South Korea. Total returns to shareholders of 29% over the past three years.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩5,760, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 8x in the Online Retail industry in South Korea. Total returns to shareholders of 39% over the past three years.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Dec 22Upcoming dividend of ₩138 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 19 April 2022. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (2.4%). In line with average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩11,550, the stock trades at a trailing P/E ratio of 32.9x. Average trailing P/E is 15x in the Online Retail industry in South Korea. Total returns to shareholders of 242% over the past three years.Valuation Update With 7 Day Price Move • Aug 10Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩13,150, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 16x in the Online Retail industry in South Korea. Total returns to shareholders of 294% over the past three years.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₩17,550, the stock trades at a trailing P/E ratio of 49.9x. Average trailing P/E is 14x in the Online Retail industry in South Korea. Total returns to shareholders of 393% over the past three years.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩13,150, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 12x in the Online Retail industry in South Korea. Total returns to shareholders of 307% over the past three years.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩14,050, the stock trades at a trailing P/E ratio of 40x. Average trailing P/E is 12x in the Online Retail industry in South Korea. Total returns to shareholders of 281% over the past three years.分析記事 • May 04YES24Ltd (KOSDAQ:053280) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Apr 13Tread With Caution Around YES24 Co.,Ltd's (KOSDAQ:053280) 1.1% Dividend YieldIs YES24 Co.,Ltd ( KOSDAQ:053280 ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Mar 08A Look At The Fair Value Of YES24 Co.,Ltd (KOSDAQ:053280)Today we will run through one way of estimating the intrinsic value of YES24 Co.,Ltd ( KOSDAQ:053280 ) by taking the...お知らせ • Feb 22YES24 Co.,Ltd, Annual General Meeting, Mar 24, 2021YES24 Co.,Ltd, Annual General Meeting, Mar 24, 2021, at 09:00 Korea Standard Time.分析記事 • Feb 15Is YES24 Co.,Ltd's (KOSDAQ:053280) Shareholder Ownership Skewed Towards Insiders?Every investor in YES24 Co.,Ltd ( KOSDAQ:053280 ) should be aware of the most powerful shareholder groups. Institutions...Is New 90 Day High Low • Feb 01New 90-day low: ₩12,600The company is down 3.0% from its price of ₩13,050 on 03 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 11% over the same period.分析記事 • Jan 19Does YES24Ltd (KOSDAQ:053280) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 24Don't Race Out To Buy YES24 Co.,Ltd (KOSDAQ:053280) Just Because It's Going Ex-DividendYES24 Co.,Ltd ( KOSDAQ:053280 ) stock is about to trade ex-dividend in three days. You can purchase shares before the...分析記事 • Dec 07Is YES24 Co.,Ltd (KOSDAQ:053280) A Risky Dividend Stock?Could YES24 Co.,Ltd ( KOSDAQ:053280 ) be an attractive dividend share to own for the long haul? Investors are often...Is New 90 Day High Low • Dec 03New 90-day high: ₩18,200The company is up 65% from its price of ₩11,000 on 04 September 2020. The South Korean market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 6.0% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、YES24Ltd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測KOSDAQ:A053280 - アナリストの将来予測と過去の財務データ ( )KRW 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12/31/2025626,470-10,337-53,1401,124N/A9/30/2025651,792-4,043-60,8394,649N/A6/30/2025662,484-1,506-45,45115,658N/A3/31/2025679,7798,556-30,35022,107N/A12/31/2024671,1432,193-9,27535,333N/A9/30/2024657,9822,4195,65335,189N/A6/30/2024651,523-3716,12022,568N/A3/31/2024649,799-4,14110,11422,367N/A12/31/2023657,116-2,2036,16919,072N/A9/30/2023660,290-4,26512,90621,419N/A6/30/2023661,037-2,2337,64117,176N/A3/31/2023662,543-28013,28122,453N/A12/31/2022663,7711,5442,19910,141N/A9/30/2022662,0733,0329,16512,307N/A6/30/2022665,8423,24117,09719,034N/A3/31/2022650,45617,286-1,3639,346N/A12/31/2021653,69620,4118,25127,023N/A9/30/2021648,27428,5693,11925,152N/A6/30/2021639,67225,6923,03630,114N/A3/31/2021643,26110,5529,94828,842N/A12/31/2020612,7522,577-31112,705N/A9/30/2020543,208-8,27172520,223N/A6/30/2020523,301-6,039-5,6068,687N/A3/31/2020505,411-4,308-2,77916,558N/A12/31/2019498,72231113,05230,081N/A9/30/2019525,8214,200N/A16,693N/A6/30/2019524,2944,890N/A22,574N/A3/31/2019517,261-3,388N/A17,472N/A12/31/2018506,443-5,249N/A12,593N/A9/30/2018502,895-3,888N/A3,954N/A6/30/2018492,030-5,674N/A3,160N/A3/31/2018468,020-486N/A3,320N/A12/31/2017456,801-78N/A3,693N/A9/30/2017451,890261N/A11,280N/A6/30/2017438,5011,110N/A11,845N/A3/31/2017434,043885N/A14,472N/A12/31/2016420,980649N/A11,447N/A9/30/2016407,9802,518N/A8,069N/A6/30/2016393,8375,212N/A6,094N/A3/31/2016379,4909,226N/A10,305N/A12/31/2015363,12012,307N/A24,749N/A9/30/2015362,39011,397N/A38,306N/A6/30/2015359,4019,187N/A41,575N/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: A053280の予測収益成長が 貯蓄率 ( 3.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: A053280の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: A053280の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: A053280の収益がKR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: A053280の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: A053280の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YRetail 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2026/05/21 11:13終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31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YES24 Co.,Ltd 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。3 アナリスト機関Dong Ha KimKyobo Securities Co., LtdJungYoun LeeShinhan Investment Corp.Chang-Young LeeYuanta Securities Korea Co., Ltd.
Upcoming Dividend • Mar 23Upcoming dividend of ₩250 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 15 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 5.6%. Within top quartile of South Korean dividend payers (3.5%). In line with average of industry peers (5.1%).
お知らせ • Feb 24YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2026YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 22, uisadang-daero, yeongdeungpo-gu, seoul South Korea
Upcoming Dividend • Dec 22Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 15 April 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 5.2%. Within top quartile of South Korean dividend payers (3.6%). Higher than average of industry peers (4.1%).
Declared Dividend • Nov 08Dividend of ₩200 announcedDividend of ₩200 is the same as last year. Ex-date: 29th December 2025 Payment date: 15th April 2026 Dividend yield will be 5.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 6 years and payments have been stable during that time.
お知らせ • Nov 07YES24 Co.,Ltd announces Annual dividend, payable on April 15, 2026YES24 Co.,Ltd announced Annual dividend of KRW 200.0000 per share payable on April 15, 2026, ex-date on December 29, 2025 and record date on December 31, 2025.
New Risk • Aug 30New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Less than 1 year of cash runway based on current free cash flow (-₩45b). Less than 3 years of financial data is available. Market cap is less than US$100m (₩96.7b market cap, or US$69.7m).
New Risk • Aug 27New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 25% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₩99.7b market cap, or US$71.5m).
分析記事 • Jun 24YES24 Co.,Ltd's (KOSDAQ:053280) Shareholders Might Be Looking For ExitWith a median price-to-sales (or "P/S") ratio of close to 0.5x in the Specialty Retail industry in Korea, you could be...
New Risk • May 29New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (₩105.7b market cap, or US$76.5m).
分析記事 • Mar 25Shareholders Will Be Pleased With The Quality of YES24Ltd's (KOSDAQ:053280) EarningsEven though YES24 Co.,Ltd's ( KOSDAQ:053280 ) recent earnings release was robust, the market didn't seem to notice. We...
Reported Earnings • Mar 22Full year 2024 earnings released: EPS: ₩87.86 (vs ₩88.17 loss in FY 2023)Full year 2024 results: EPS: ₩87.86 (up from ₩88.17 loss in FY 2023). Revenue: ₩671.1b (up 2.1% from FY 2023). Net income: ₩2.19b (up ₩4.40b from FY 2023). Profit margin: 0.3% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 20YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2025YES24 Co.,Ltd, Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: conference room, 22, uisadang-daero, yeongdeungpo-gu, seoul South Korea
Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 16 April 2025. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (3.0%).
New Risk • Dec 09New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risk Market cap is less than US$100m (₩132.4b market cap, or US$93.1m).
分析記事 • Oct 11Here's What's Concerning About YES24Ltd's (KOSDAQ:053280) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 • Oct 11Revenues Not Telling The Story For YES24 Co.,Ltd (KOSDAQ:053280) After Shares Rise 28%Despite an already strong run, YES24 Co.,Ltd ( KOSDAQ:053280 ) shares have been powering on, with a gain of 28% in the...
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Jul 26What YES24 Co.,Ltd's (KOSDAQ:053280) 37% Share Price Gain Is Not Telling YouYES24 Co.,Ltd ( KOSDAQ:053280 ) shareholders have had their patience rewarded with a 37% share price jump in the last...
Buy Or Sell Opportunity • Jul 26Now 20% undervaluedOver the last 90 days, the stock has risen 29% to ₩5,960. The fair value is estimated to be ₩7,484, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Jul 24Is YES24Ltd (KOSDAQ:053280) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Jul 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.5% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (₩133.2b market cap, or US$96.3m).
Reported Earnings • Mar 26Full year 2023 earnings released: ₩145 loss per share (vs ₩62.09 profit in FY 2022)Full year 2023 results: ₩145 loss per share (down from ₩62.09 profit in FY 2022). Revenue: ₩657.8b (flat on FY 2022). Net loss: ₩3.62b (down 335% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Dec 20Upcoming dividend of ₩200 per share at 4.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 11 April 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.2%. Within top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.5%).
Reported Earnings • Mar 26Full year 2022 earnings released: EPS: ₩62.09 (vs ₩816 in FY 2021)Full year 2022 results: EPS: ₩62.09 (down from ₩816 in FY 2021). Revenue: ₩663.8b (up 1.5% from FY 2021). Net income: ₩1.54b (down 92% from FY 2021). Profit margin: 0.2% (down from 3.1% in FY 2021). 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 24% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 21Upcoming dividend of ₩200 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 11 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Within top quartile of South Korean dividend payers (3.3%). Higher than average of industry peers (1.7%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩5,020, the stock trades at a trailing P/E ratio of 38.7x. Average trailing P/E is 18x in the Online Retail industry in South Korea. Total returns to shareholders of 29% over the past three years.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩5,760, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 8x in the Online Retail industry in South Korea. Total returns to shareholders of 39% over the past three years.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Dec 22Upcoming dividend of ₩138 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 19 April 2022. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (2.4%). In line with average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₩11,550, the stock trades at a trailing P/E ratio of 32.9x. Average trailing P/E is 15x in the Online Retail industry in South Korea. Total returns to shareholders of 242% over the past three years.
Valuation Update With 7 Day Price Move • Aug 10Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩13,150, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 16x in the Online Retail industry in South Korea. Total returns to shareholders of 294% over the past three years.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₩17,550, the stock trades at a trailing P/E ratio of 49.9x. Average trailing P/E is 14x in the Online Retail industry in South Korea. Total returns to shareholders of 393% over the past three years.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₩13,150, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 12x in the Online Retail industry in South Korea. Total returns to shareholders of 307% over the past three years.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₩14,050, the stock trades at a trailing P/E ratio of 40x. Average trailing P/E is 12x in the Online Retail industry in South Korea. Total returns to shareholders of 281% over the past three years.
分析記事 • May 04YES24Ltd (KOSDAQ:053280) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Apr 13Tread With Caution Around YES24 Co.,Ltd's (KOSDAQ:053280) 1.1% Dividend YieldIs YES24 Co.,Ltd ( KOSDAQ:053280 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Mar 08A Look At The Fair Value Of YES24 Co.,Ltd (KOSDAQ:053280)Today we will run through one way of estimating the intrinsic value of YES24 Co.,Ltd ( KOSDAQ:053280 ) by taking the...
お知らせ • Feb 22YES24 Co.,Ltd, Annual General Meeting, Mar 24, 2021YES24 Co.,Ltd, Annual General Meeting, Mar 24, 2021, at 09:00 Korea Standard Time.
分析記事 • Feb 15Is YES24 Co.,Ltd's (KOSDAQ:053280) Shareholder Ownership Skewed Towards Insiders?Every investor in YES24 Co.,Ltd ( KOSDAQ:053280 ) should be aware of the most powerful shareholder groups. Institutions...
Is New 90 Day High Low • Feb 01New 90-day low: ₩12,600The company is down 3.0% from its price of ₩13,050 on 03 November 2020. The South Korean market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 11% over the same period.
分析記事 • Jan 19Does YES24Ltd (KOSDAQ:053280) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 24Don't Race Out To Buy YES24 Co.,Ltd (KOSDAQ:053280) Just Because It's Going Ex-DividendYES24 Co.,Ltd ( KOSDAQ:053280 ) stock is about to trade ex-dividend in three days. You can purchase shares before the...
分析記事 • Dec 07Is YES24 Co.,Ltd (KOSDAQ:053280) A Risky Dividend Stock?Could YES24 Co.,Ltd ( KOSDAQ:053280 ) be an attractive dividend share to own for the long haul? Investors are often...
Is New 90 Day High Low • Dec 03New 90-day high: ₩18,200The company is up 65% from its price of ₩11,000 on 04 September 2020. The South Korean market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 6.0% over the same period.