J.Jill（JILL）株式概要
J.Jill,Inc.は米国で婦人服のオムニチャネル小売業を営んでいる。 詳細
報酬
リスク分析
リスクチェックの結果、JILL 、リスクは検出されなかった。
JILL Community Fair Values
Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
J.Jill, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$12.02 |
| 52週高値 | US$18.80 |
| 52週安値 | US$10.41 |
| ベータ | 0.88 |
| 1ヶ月の変化 | -1.88% |
| 3ヶ月変化 | -26.53% |
| 1年変化 | -32.62% |
| 3年間の変化 | -42.63% |
| 5年間の変化 | -23.68% |
| IPOからの変化 | -81.00% |
最新ニュース
ナラティブの更新 • May 01
JILL: Reset Expectations Will Support Stronger Future P/E On Steady Earnings
The analyst price target for J.Jill has been revised from $18.00 to $14.50 as analysts incorporate updated assumptions regarding growth, margins, discount rates and future P/E expectations. Analyst Commentary Recent research reflects a reset in expectations around J.Jill, with the new US$14.50 target price incorporating revised views on growth, profitability and valuation multiples.
ナラティブの更新 • Apr 17
JILL: Fair Outlook Balances Softer Sales Guidance With Dividend And Buyback Support
J.Jill's analyst fair value estimate has shifted from $16 to $13 as analysts factor in updated views on growth, profitability and required returns, consistent with recent price target reductions across the Street. Analyst Commentary Bearish analysts have been cutting J.Jill price targets in a coordinated way, with several recent research updates pointing to a more cautious stance on the shares.Recent updates
ナラティブの更新 • May 01
JILL: Reset Expectations Will Support Stronger Future P/E On Steady Earnings
The analyst price target for J.Jill has been revised from $18.00 to $14.50 as analysts incorporate updated assumptions regarding growth, margins, discount rates and future P/E expectations. Analyst Commentary Recent research reflects a reset in expectations around J.Jill, with the new US$14.50 target price incorporating revised views on growth, profitability and valuation multiples.ナラティブの更新 • Apr 17
JILL: Fair Outlook Balances Softer Sales Guidance With Dividend And Buyback Support
J.Jill's analyst fair value estimate has shifted from $16 to $13 as analysts factor in updated views on growth, profitability and required returns, consistent with recent price target reductions across the Street. Analyst Commentary Bearish analysts have been cutting J.Jill price targets in a coordinated way, with several recent research updates pointing to a more cautious stance on the shares.
ナラティブの更新 • Apr 02
JILL: Dividend Increases And Buybacks Will Drive Future Upside Potential
Analysts have reduced their J.Jill price targets by $3 to $4, bringing the updated fair value estimate to $18. This change reflects a higher assumed discount rate, slightly revised revenue growth expectations, a lower projected profit margin, and a modestly higher future P/E multiple.Seeking Alpha • Apr 01
J.Jill Is Now Undervalued After The Recent Sell-Off
Summary J.Jill is undervalued, trading at a forward P/E of 6.42, with a buy rating based on 2026 guidance and store expansion. JILL's negative comps are offset by new store openings, especially in reentry markets, supporting potential flat revenue growth despite tariff headwinds. Tariffs will pressure margins in early 2026, but pricing power and high-quality product positioning could enable margin recovery later in the year. Maintaining product quality is critical; cost-cutting via lower-quality materials risks alienating JILL's core affluent, professional female customer base. Read the full article on Seeking Alphaナラティブの更新 • Mar 19
JILL: Improved Discount Assumptions Will Support Cautiously Higher Future P/E Multiple
Analysts have lifted their J.Jill price target by $2, pointing to updated valuation work that reflects a modestly lower discount rate and a slightly adjusted future P/E assumption. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as aligned with updated P/E work, suggesting the stock still screens reasonably against their revised valuation framework.ナラティブの更新 • Mar 04
JILL: Margin Discipline And Buybacks Will Drive Future Upside Potential
Analysts have raised their J.Jill price target by $2, citing slightly adjusted assumptions around the discount rate, modestly higher revenue growth, a marginally stronger profit margin, and a small change in future P/E expectations as key factors supporting the revised outlook. Analyst Commentary Bullish analysts point to the recent US$2 price target move as a signal of growing confidence in J.Jill's ability to execute on its current plan without requiring a major shift in strategy.ナラティブの更新 • Feb 18
JILL: Margin Focus And Buybacks Will Support Upside Despite Softer Sales
Analysts have raised their J.Jill price target by $2, citing updated views on discount rates, revenue growth, profitability, and future P/E assumptions that support a refreshed upside case for the shares. Analyst Commentary Recent research points to a more constructive view on J.Jill, with bullish analysts highlighting how updated assumptions on discount rates, revenue, profitability, and future P/E levels support the higher price target.ナラティブの更新 • Feb 04
JILL: Softer Sales Outlook Will Meet Cautiously Higher P/E Expectations
Analysts have adjusted their price targets on J.Jill, with at least one move framed as a US$2 increase. This change reflects updated views on the stock’s fair value and expected P/E multiple based on recent research.ナラティブの更新 • Jan 21
JILL: Softer Sales Outlook Will Meet Cautiously Improved Risk And Margin Assumptions
Analysts have raised their price target on J.Jill by $2, citing updated assumptions around growth, margins and a lower discount rate that together support a slightly higher valuation outlook. Analyst Commentary Recent research points to a modestly higher valuation framework for J.Jill, driven by updated assumptions around growth, margins and the discount rate applied in analysts' models.分析記事 • Jan 09
Is J.Jill (NYSE:JILL) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ナラティブの更新 • Jan 06
JILL: Future Share Repurchases Will Support Upside Despite Softer Sales Outlook
Analysts have revised their price target on J.Jill to US$21.00 from US$39.00. This change reflects updated assumptions that include a higher discount rate, more conservative revenue growth, a slightly stronger profit margin, and a lower future P/E multiple.ナラティブの更新 • Dec 14
JILL: Softer Sales Outlook Will Create Attractive Long-Term Upside Potential
Narrative Price Target Update Analysts have reduced their fair value estimate for J.Jill from 20.67 dollars to 18.00 dollars, citing slightly slower expected revenue growth, modestly lower profit margins, a higher discount rate, and a marginally lower future price to earnings multiple. What's in the News Completed $7.04 million share repurchase program, retiring 390,683 shares or 2.56% of outstanding stock, including 115,612 shares bought for $2 million between August 3 and November 1, 2025 (company buyback update) Issued new guidance for fourth quarter 2025, projecting net sales down approximately 5% to 7% and comparable sales down 6.5% to 8.5% versus 2024 (company guidance) For full fiscal 2025, expects net sales to decline about 3% and comparable sales about 4% compared to 2024, signaling a softer demand environment (company guidance) Recorded a modest increase in write-off of property and equipment to $20,000 for the thirteen weeks ended November 1, 2025, up from $17,000 a year earlier (impairments disclosure) Valuation Changes Fair Value: reduced from $20.67 to $18.00, representing a moderate downward revision to the intrinsic value estimate.分析記事 • Sep 12
J.Jill (NYSE:JILL) Is Due To Pay A Dividend Of $0.08
J.Jill, Inc. ( NYSE:JILL ) will pay a dividend of $0.08 on the 1st of October. This payment means that the dividend...分析記事 • Mar 27
Statutory Profit Doesn't Reflect How Good J.Jill's (NYSE:JILL) Earnings Are
The subdued stock price reaction suggests that J.Jill, Inc.'s ( NYSE:JILL ) strong earnings didn't offer any surprises...Seeking Alpha • Mar 21
J.Jill: Stable Underlying Earnings Power At 6 Times Earnings
Summary J.Jill's Q4 financials came nearly in line with expectations, with an overall muted performance. Despite several factors weakening the Q1 guidance, J.Jill expects relatively stable FY2025 earnings in a cautious consumer environment. As the stock has continued to decline, J.Jill's stock is significantly undervalued. I estimate 90% upside to a fair value of $35.7. Read the full article on Seeking Alpha分析記事 • Mar 05
Sentiment Still Eluding J.Jill, Inc. (NYSE:JILL)
J.Jill, Inc.'s ( NYSE:JILL ) price-to-earnings (or "P/E") ratio of 7.9x might make it look like a strong buy right now...
新しいナラティブ • Dec 15
Omnichannel Enhancements And Store Expansion Will Drive Apparel Retailer's Revenue And Profit Growth
Focusing on store growth and omnichannel capabilities could boost revenue by expanding market presence and enhancing customer experience.Seeking Alpha • Dec 12
J.Jill Sees Potential Promotional Environment, The Name Is Fairly Valued
Summary J.Jill's Q3 2024 results were challenging, with comp sales down 0.8% and gross margins hit by promotions and mild fall weather. The company expects Q4 comps to improve but anticipates continued promotions and lower margins. Despite a 15% stock price increase since September 2024, J.Jill is fairly valued with an 11% earnings yield and a potential 14-16% total yield. The CEO's retirement in 2025 and ongoing search for a replacement add uncertainty; I maintain a Hold rating due to fair valuation and mixed outlook. Read the full article on Seeking Alpha分析記事 • Nov 26
Here's Why J.Jill (NYSE:JILL) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Sep 15
Not Many Are Piling Into J.Jill, Inc. (NYSE:JILL) Stock Yet As It Plummets 28%
J.Jill, Inc. ( NYSE:JILL ) shareholders that were waiting for something to happen have been dealt a blow with a 28...Seeking Alpha • Sep 12
After The Q2 2024 Drop, J.Jill's Price Is More Reasonable, But The Stock Is Not An Opportunity Yet.
Summary J.Jill's 2Q24 results show a slight revenue growth on a comparable basis, but traffic trends in July and August raised concerns, leading to reduced guidance. The company's capital structure is less leveraged due to issuing 1 million shares, but high leverage rates and questionable capital allocation remain issues. Despite a fair current yield of 12-14%, I maintain a Hold rating due to decreased revenue guidance, high leverage, and unsatisfactory management policies. Gross margins and profits are expected to be challenged in 2H24, with increased SG&A due to wage inflation and potential inventory promotions impacting financial performance. Read the full article on Seeking AlphaSeeking Alpha • Sep 05
J.Jill Q2: Market Overreacted To The Lowered Guidance
Summary J.Jill's Q2 financials showed resilient comparable sales that slightly exceeded expectations. Profitability beat estimates even though margins came in significantly below the Q2/FY2023 level, mostly due to temporary issues. The market reacted very negatively to J.Jill's slightly lowered FY2024 guidance, which I see as an overreaction amid persisting weak consumer spending. The JILL stock remains undervalued, bringing nearly an 11% cash flow yield in FY2025 with my estimates combined with stable, slow growth going forward. Read the full article on Seeking Alpha株主還元
| JILL | US Specialty Retail | US 市場 | |
|---|---|---|---|
| 7D | -8.9% | -6.0% | 1.1% |
| 1Y | -32.6% | -4.9% | 26.7% |
業界別リターン: JILL過去 1 年間で-4.9 % の収益を上げたUS Specialty Retail業界を下回りました。
リターン対市場: JILLは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| JILL volatility | |
|---|---|
| JILL Average Weekly Movement | 8.7% |
| Specialty Retail Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: JILL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: JILLの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1959 | 2,090 | Mary Coyne | www.jjill.com |
J.Jill, Inc.は米国で婦人服のオムニチャネル小売業を展開している。アパレル、フットウェア、アクセサリー（ジュエリー、バッグ、ベルト、シューズ、スカーフなど）を提供している。同社はJ.JillとPure Jill、Wearever、Fitの3つのサブブランドの商品をeコマースプラットフォームとカタログ、小売店を通じて販売している。同社は1959年に設立され、マサチューセッツ州クインシーに本社を置いている。
J.Jill, Inc. 基礎のまとめ
| JILL 基礎統計学 | |
|---|---|
| 時価総額 | US$181.56m |
| 収益（TTM） | US$27.89m |
| 売上高(TTM) | US$596.55m |
6.4x
PER（株価収益率0.3x
P/SレシオJILL は割高か？
公正価値と評価分析を参照収益と収入
| JILL 損益計算書（TTM） | |
|---|---|
| 収益 | US$596.55m |
| 売上原価 | US$186.80m |
| 売上総利益 | US$409.75m |
| その他の費用 | US$381.85m |
| 収益 | US$27.89m |
直近の収益報告
Jan 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.87 |
| グロス・マージン | 68.69% |
| 純利益率 | 4.68% |
| 有利子負債／自己資本比率 | 60.3% |
JILL 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
2.7%
現在の配当利回り17%
配当性向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 | 2026/05/15 01:13 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2026/01/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
J.Jill, Inc. 5 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。14
| アナリスト | 機関 |
|---|---|
| Jeffrey Lick | B. Riley Securities, Inc. |
| Janine Hoffman Stichter | BTIG |
| Paul Trussell | Deutsche Bank |