View Financial HealthDCM Holdings 배당 및 자사주 매입배당 기준 점검 5/6DCM Holdings 수익으로 충분히 충당되는 현재 수익률 3.14% 보유한 배당금 지급 회사입니다. 다음 지급일은 29th May, 2026 이며 배당락일은 다음과 같습니다. 26th February, 2026.핵심 정보3.1%배당 수익률1.1%자사주 매입 수익률총 주주 수익률4.2%미래 배당 수익률3.9%배당 성장률8.4%다음 배당 지급일29 May 26배당락일26 Feb 26주당 배당금n/a배당 성향37%최근 배당 및 자사주 매입 업데이트공시 • Dec 26DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 3,000,000 shares, representing 2.15% for ¥5,500 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 2.15% of the outstanding shares, for ¥5,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and as a measure to return profits to shareholders. The plan will be valid till June 30, 2026. As of November 30, 2025, the company had 139,808,737 shares outstanding (excluding treasury stock) and 6,691,263 shares in treasury.공시 • Jun 27+ 1 more updateDCM Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026DCM Holdings Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 23.00 per share against JPY 23.00 a year ago.공시 • Apr 14DCM Holdings Co., Ltd. Proposes Year End Dividend for the Year Ended February 2025, Payable on May 30, 2025DCM Holdings Co., Ltd. announced that Board of Directors, at a meeting, resolved to submit a proposal to the 19th Ordinary General Meeting of Shareholders to be held on May 29, 2025, regarding the dividends of surplus with a record date of February 28, 2025. Record date: February 28, 2025, Dividend per share: JPY 23.00, Total amount of dividends: JPY 3,193 million, Effective date: May 30, 2025. Actual results for the previous fiscal year (Fiscal year ended February 2024): JPY 22.00 per share.Upcoming Dividend • Aug 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.4%).Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 23% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.3%).Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 01 November 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Hitomi Iba was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026.공시 • Apr 03DCM Holdings Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026DCM Holdings Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026공시 • Dec 26DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 3,000,000 shares, representing 2.15% for ¥5,500 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 2.15% of the outstanding shares, for ¥5,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and as a measure to return profits to shareholders. The plan will be valid till June 30, 2026. As of November 30, 2025, the company had 139,808,737 shares outstanding (excluding treasury stock) and 6,691,263 shares in treasury.공시 • Nov 22DCM Holdings Co., Ltd. to Report Q3, 2026 Results on Dec 26, 2025DCM Holdings Co., Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025공시 • Aug 23DCM Holdings Co., Ltd. to Report Q2, 2026 Results on Sep 26, 2025DCM Holdings Co., Ltd. announced that they will report Q2, 2026 results on Sep 26, 2025공시 • Jun 27+ 1 more updateDCM Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026DCM Holdings Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 23.00 per share against JPY 23.00 a year ago.공시 • May 09DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion.DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion on May 9, 2025. The transaction is subject to approval of offer by acquirer shareholders. The expected completion of the transaction is September 1, 2025. YAMADA Business Consulting Co.,Ltd. acted as financial advisor for DCM Holdings Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Encho Co.,Ltd.공시 • Apr 26DCM Holdings Co., Ltd. to Report Q1, 2026 Results on Jun 27, 2025DCM Holdings Co., Ltd. announced that they will report Q1, 2026 results on Jun 27, 2025공시 • Apr 14DCM Holdings Co., Ltd. Proposes Year End Dividend for the Year Ended February 2025, Payable on May 30, 2025DCM Holdings Co., Ltd. announced that Board of Directors, at a meeting, resolved to submit a proposal to the 19th Ordinary General Meeting of Shareholders to be held on May 29, 2025, regarding the dividends of surplus with a record date of February 28, 2025. Record date: February 28, 2025, Dividend per share: JPY 23.00, Total amount of dividends: JPY 3,193 million, Effective date: May 30, 2025. Actual results for the previous fiscal year (Fiscal year ended February 2024): JPY 22.00 per share.공시 • Apr 11+ 1 more updateDCM Holdings Co., Ltd. Revises Performance Target for the Year 2025DCM Holdings Co., Ltd. Revised Performance Target for the Year 2025. The company announced that it has decided to revise the performance targets in 3rd Medium-Term Management Plan, which covers the period from FY2023 to FY2025. Revised Performance Targets are: Net sales before revision were JPY 550,000 million and After the revision it is JPY 545,000 million, Operating profit before revision were JPY 38,000 million and After the revision it is JPY 35,000 million, Profit before revision were JPY 22,800 million and After the revision it is JPY 19,600 million.공시 • Feb 27DCM Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025DCM Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025공시 • Nov 23DCM Holdings Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024DCM Holdings Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024New Risk • Oct 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future.Reported Earnings • Sep 29Second quarter 2025 earnings released: EPS: JP¥44.93 (vs JP¥37.93 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.93 (up from JP¥37.93 in 2Q 2024). Revenue: JP¥146.3b (up 19% from 2Q 2024). Net income: JP¥6.02b (up 19% from 2Q 2024). Profit margin: 4.1% (in line with 2Q 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Aug 27DCM Holdings Co., Ltd. to Report Q2, 2025 Results on Sep 27, 2024DCM Holdings Co., Ltd. announced that they will report Q2, 2025 results on Sep 27, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.4%).Buy Or Sell Opportunity • Jul 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to €8.35. The fair value is estimated to be €10.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 2.5% in the next 2 years.Reported Earnings • Jul 01First quarter 2025 earnings released: EPS: JP¥42.52 (vs JP¥41.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.52 (up from JP¥41.40 in 1Q 2024). Revenue: JP¥141.5b (up 14% from 1Q 2024). Net income: JP¥5.69b (flat on 1Q 2024). Profit margin: 4.0% (down from 4.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jun 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to €8.45. The fair value is estimated to be €10.85, 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. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.2% to €8.75. The fair value is estimated to be €11.10, 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. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.Reported Earnings • Jun 06Full year 2024 earnings released: EPS: JP¥159 (vs JP¥125 in FY 2023)Full year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.공시 • May 29DCM Holdings Co., Ltd. to Report Q1, 2025 Results on Jun 28, 2024DCM Holdings Co., Ltd. announced that they will report Q1, 2025 results on Jun 28, 2024공시 • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024.Reported Earnings • Apr 14Full year 2024 earnings released: EPS: JP¥159 (vs JP¥125 in FY 2023)Full year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Feb 24DCM Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024DCM Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 23% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.3%).Reported Earnings • Dec 29Third quarter 2024 earnings released: EPS: JP¥80.96 (vs JP¥24.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥80.96 (up from JP¥24.13 in 3Q 2023). Revenue: JP¥113.7b (down 3.8% from 3Q 2023). Net income: JP¥10.8b (up 209% from 3Q 2023). Profit margin: 9.5% (up from 3.0% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Nov 17DCM Holdings Co., Ltd. to Report Q3, 2024 Results on Dec 27, 2023DCM Holdings Co., Ltd. announced that they will report Q3, 2024 results on Dec 27, 2023Reported Earnings • Oct 01Second quarter 2024 earnings released: EPS: JP¥37.93 (vs JP¥38.55 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.93 (down from JP¥38.55 in 2Q 2023). Revenue: JP¥123.2b (down 1.3% from 2Q 2023). Net income: JP¥5.07b (down 9.8% from 2Q 2023). Profit margin: 4.1% (down from 4.5% in 2Q 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Germany.공시 • Aug 31DCM Holdings Co., Ltd. to Report Q2, 2024 Results on Sep 29, 2023DCM Holdings Co., Ltd. announced that they will report Q2, 2024 results on Sep 29, 2023Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 01 November 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).Reported Earnings • Jul 02First quarter 2024 earnings released: EPS: JP¥41.40 (vs JP¥44.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.40 (down from JP¥44.05 in 1Q 2023). Revenue: JP¥123.9b (up 8.6% from 1Q 2023). Net income: JP¥5.67b (down 13% from 1Q 2023). Profit margin: 4.6% (down from 5.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany.Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥125 (vs JP¥126 in FY 2022)Full year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €9.20, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Specialty Retail industry in Germany. Total returns to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.63 per share.Reported Earnings • Apr 13Full year 2023 earnings released: EPS: JP¥125 (vs JP¥126 in FY 2022)Full year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Germany.Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).Reported Earnings • Dec 30Third quarter 2023 earnings released: EPS: JP¥24.13 (vs JP¥26.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.13 (down from JP¥26.70 in 3Q 2022). Revenue: JP¥118.2b (up 10% from 3Q 2022). Net income: JP¥3.50b (down 12% from 3Q 2022). Profit margin: 3.0% (down from 3.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in Germany.공시 • Nov 27DCM Holdings Co., Ltd. to Report Q3, 2023 Results on Dec 28, 2022DCM Holdings Co., Ltd. announced that they will report Q3, 2023 results on Dec 28, 2022Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 01Second quarter 2023 earnings released: EPS: JP¥38.55 (vs JP¥39.68 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.55 (down from JP¥39.68 in 2Q 2022). Revenue: JP¥124.8b (up 7.9% from 2Q 2022). Net income: JP¥5.62b (down 5.0% from 2Q 2022). Profit margin: 4.5% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany.공시 • Sep 30DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 8,000,000 shares, representing 5.49% for ¥8,000 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 8,000,000 shares, representing 5.48% of the outstanding shares, at ¥1,000 per share for ¥8,000 million. The purpose of the program is to improve shareholder returns and capital efficiency in response to changes in the business environment. The plan will be valid till March 31, 2023. As of August 31, 2022, the company had 145,797,902 shares outstanding and 11,202,098 shares in treasury.공시 • Sep 24DCM Holdings Co., Ltd. to Report Q2, 2023 Results on Sep 29, 2022DCM Holdings Co., Ltd. announced that they will report Q2, 2023 results on Sep 29, 2022Upcoming Dividend • Aug 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 01 November 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).Buying Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be €9.30, 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. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.Reported Earnings • Jul 02First quarter 2023 earnings released: EPS: JP¥44.05 (vs JP¥50.42 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.05 (down from JP¥50.42 in 1Q 2022). Revenue: JP¥114.0b (down 4.5% from 1Q 2022). Net income: JP¥6.51b (down 14% from 1Q 2022). Profit margin: 5.7% (down from 6.4% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 13%, compared to a 9.1% growth forecast for the industry in Germany.Reported Earnings • Jun 02Full year 2022 earnings released: EPS: JP¥126 (vs JP¥127 in FY 2021)Full year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 11%, compared to a 9.7% growth forecast for the retail industry in Germany.공시 • Jun 01DCM Holdings Co., Ltd. to Report Q1, 2023 Results on Jun 30, 2022DCM Holdings Co., Ltd. announced that they will report Q1, 2023 results on Jun 30, 2022Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥126 (vs JP¥127 in FY 2021)Full year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 2.3%, compared to a 13% growth forecast for the retail industry in Germany.공시 • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 26, 2022DCM Holdings Co., Ltd., Annual General Meeting, May 26, 2022.공시 • Apr 07DCM Holdings Co., Ltd. to Report Fiscal Year 2022 Results on Apr 12, 2022DCM Holdings Co., Ltd. announced that they will report fiscal year 2022 results on Apr 12, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 28 May 2022. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.3%).Reported Earnings • Dec 29Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥26.70 (up from JP¥25.86 in 3Q 2021). Revenue: JP¥107.1b (down 3.9% from 3Q 2021). Net income: JP¥3.97b (up 1.1% from 3Q 2021). Profit margin: 3.7% (up from 3.5% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 1.3%, compared to a 16% growth forecast for the industry in Germany.Reported Earnings • Sep 30Second quarter 2022 earnings released: EPS JP¥39.68 (vs JP¥48.97 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥115.7b (down 9.0% from 2Q 2021). Net income: JP¥5.92b (down 15% from 2Q 2021). Profit margin: 5.1% (down from 5.5% in 2Q 2021). The decrease in margin was driven by lower revenue.Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 02 November 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.3%).Reported Earnings • Jul 01First quarter 2022 earnings released: EPS JP¥50.42 (vs JP¥59.71 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥119.3b (down 5.2% from 1Q 2021). Net income: JP¥7.58b (down 7.0% from 1Q 2021). Profit margin: 6.4% (down from 6.5% in 1Q 2021). The decrease in margin was driven by lower revenue.Reported Earnings • Jun 03Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥471.2b (up 7.7% from FY 2020). Net income: JP¥18.6b (up 35% from FY 2020). Profit margin: 3.9% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue.Reported Earnings • Apr 11Full year 2021 earnings released: EPS JP¥127 (vs JP¥103 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥471.2b (up 7.7% from FY 2020). Net income: JP¥18.6b (up 35% from FY 2020). Profit margin: 3.9% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue.공시 • Feb 28DCM Holdings Co., Ltd. to Report Fiscal Year 2021 Results on Apr 09, 2021DCM Holdings Co., Ltd. announced that they will report fiscal year 2021 results on Apr 09, 2021Reported Earnings • Jan 14Third quarter 2021 earnings released: EPS JP¥25.86The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥111.4b (up 1.9% from 3Q 2020). Net income: JP¥3.93b (up 23% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Dec 29Third quarter 2021 earnings released: EPS JP¥25.86The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥111.4b (up 1.9% from 3Q 2020). Net income: JP¥3.93b (up 23% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Dec 29Revenue misses expectationsRevenue missed analyst estimates by 2.8%. Over the next year, revenue is expected to shrink by 2.0% compared to a 6.3% growth forecast for the Specialty Retail industry in Germany.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 889 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.배당금 증가: 889 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장DCM Holdings 배당 수익률 vs 시장889의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (889)3.1%시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.5%업계 평균 (Specialty Retail)2.6%분석가 예측 (889) (최대 3년)3.9%주목할만한 배당금: 889 의 배당금( 3.14% )은 German 시장에서 배당금 지급자의 하위 25%( 1.51% )보다 높습니다.고배당: 889 의 배당금( 3.14% )은 German 시장에서 배당금 지급자의 상위 25%( 4.55% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 37% )로 889 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 30.6% )로 889 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 16:39종가2026/05/22 00:00수익2026/02/28연간 수익2026/02/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스DCM Holdings Co., Ltd.는 6명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hidehiko AokiBofA Global ResearchFumihiko ShimizuDaiwa Securities Co. Ltd.Takashi YanahiraIchiyoshi Research Institute Inc.3명의 분석가 더 보기
공시 • Dec 26DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 3,000,000 shares, representing 2.15% for ¥5,500 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 2.15% of the outstanding shares, for ¥5,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and as a measure to return profits to shareholders. The plan will be valid till June 30, 2026. As of November 30, 2025, the company had 139,808,737 shares outstanding (excluding treasury stock) and 6,691,263 shares in treasury.
공시 • Jun 27+ 1 more updateDCM Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026DCM Holdings Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 23.00 per share against JPY 23.00 a year ago.
공시 • Apr 14DCM Holdings Co., Ltd. Proposes Year End Dividend for the Year Ended February 2025, Payable on May 30, 2025DCM Holdings Co., Ltd. announced that Board of Directors, at a meeting, resolved to submit a proposal to the 19th Ordinary General Meeting of Shareholders to be held on May 29, 2025, regarding the dividends of surplus with a record date of February 28, 2025. Record date: February 28, 2025, Dividend per share: JPY 23.00, Total amount of dividends: JPY 3,193 million, Effective date: May 30, 2025. Actual results for the previous fiscal year (Fiscal year ended February 2024): JPY 22.00 per share.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.4%).
Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 23% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.3%).
Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 01 November 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Hitomi Iba was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026DCM Holdings Co., Ltd., Annual General Meeting, May 28, 2026.
공시 • Apr 03DCM Holdings Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026DCM Holdings Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
공시 • Dec 26DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 3,000,000 shares, representing 2.15% for ¥5,500 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 2.15% of the outstanding shares, for ¥5,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment and as a measure to return profits to shareholders. The plan will be valid till June 30, 2026. As of November 30, 2025, the company had 139,808,737 shares outstanding (excluding treasury stock) and 6,691,263 shares in treasury.
공시 • Nov 22DCM Holdings Co., Ltd. to Report Q3, 2026 Results on Dec 26, 2025DCM Holdings Co., Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025
공시 • Aug 23DCM Holdings Co., Ltd. to Report Q2, 2026 Results on Sep 26, 2025DCM Holdings Co., Ltd. announced that they will report Q2, 2026 results on Sep 26, 2025
공시 • Jun 27+ 1 more updateDCM Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2026DCM Holdings Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2026. For the year, the company expects dividend of JPY 23.00 per share against JPY 23.00 a year ago.
공시 • May 09DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion.DCM Holdings Co., Ltd. (TSE:3050) agreed to acquire Encho Co.,Ltd. (TSE:8208) for ¥7.8 billion on May 9, 2025. The transaction is subject to approval of offer by acquirer shareholders. The expected completion of the transaction is September 1, 2025. YAMADA Business Consulting Co.,Ltd. acted as financial advisor for DCM Holdings Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Encho Co.,Ltd.
공시 • Apr 26DCM Holdings Co., Ltd. to Report Q1, 2026 Results on Jun 27, 2025DCM Holdings Co., Ltd. announced that they will report Q1, 2026 results on Jun 27, 2025
공시 • Apr 14DCM Holdings Co., Ltd. Proposes Year End Dividend for the Year Ended February 2025, Payable on May 30, 2025DCM Holdings Co., Ltd. announced that Board of Directors, at a meeting, resolved to submit a proposal to the 19th Ordinary General Meeting of Shareholders to be held on May 29, 2025, regarding the dividends of surplus with a record date of February 28, 2025. Record date: February 28, 2025, Dividend per share: JPY 23.00, Total amount of dividends: JPY 3,193 million, Effective date: May 30, 2025. Actual results for the previous fiscal year (Fiscal year ended February 2024): JPY 22.00 per share.
공시 • Apr 11+ 1 more updateDCM Holdings Co., Ltd. Revises Performance Target for the Year 2025DCM Holdings Co., Ltd. Revised Performance Target for the Year 2025. The company announced that it has decided to revise the performance targets in 3rd Medium-Term Management Plan, which covers the period from FY2023 to FY2025. Revised Performance Targets are: Net sales before revision were JPY 550,000 million and After the revision it is JPY 545,000 million, Operating profit before revision were JPY 38,000 million and After the revision it is JPY 35,000 million, Profit before revision were JPY 22,800 million and After the revision it is JPY 19,600 million.
공시 • Feb 27DCM Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025DCM Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025
공시 • Nov 23DCM Holdings Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024DCM Holdings Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024
New Risk • Oct 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future.
Reported Earnings • Sep 29Second quarter 2025 earnings released: EPS: JP¥44.93 (vs JP¥37.93 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.93 (up from JP¥37.93 in 2Q 2024). Revenue: JP¥146.3b (up 19% from 2Q 2024). Net income: JP¥6.02b (up 19% from 2Q 2024). Profit margin: 4.1% (in line with 2Q 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Aug 27DCM Holdings Co., Ltd. to Report Q2, 2025 Results on Sep 27, 2024DCM Holdings Co., Ltd. announced that they will report Q2, 2025 results on Sep 27, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.4%).
Buy Or Sell Opportunity • Jul 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to €8.35. The fair value is estimated to be €10.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 2.5% in the next 2 years.
Reported Earnings • Jul 01First quarter 2025 earnings released: EPS: JP¥42.52 (vs JP¥41.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.52 (up from JP¥41.40 in 1Q 2024). Revenue: JP¥141.5b (up 14% from 1Q 2024). Net income: JP¥5.69b (flat on 1Q 2024). Profit margin: 4.0% (down from 4.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jun 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to €8.45. The fair value is estimated to be €10.85, 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. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.
Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.2% to €8.75. The fair value is estimated to be €11.10, 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. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.
Reported Earnings • Jun 06Full year 2024 earnings released: EPS: JP¥159 (vs JP¥125 in FY 2023)Full year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
공시 • May 29DCM Holdings Co., Ltd. to Report Q1, 2025 Results on Jun 28, 2024DCM Holdings Co., Ltd. announced that they will report Q1, 2025 results on Jun 28, 2024
공시 • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024DCM Holdings Co., Ltd., Annual General Meeting, May 30, 2024.
Reported Earnings • Apr 14Full year 2024 earnings released: EPS: JP¥159 (vs JP¥125 in FY 2023)Full year 2024 results: EPS: JP¥159 (up from JP¥125 in FY 2023). Revenue: JP¥488.6b (up 2.5% from FY 2023). Net income: JP¥21.4b (up 18% from FY 2023). Profit margin: 4.4% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Feb 24DCM Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024DCM Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 23% and the cash payout ratio is 91%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.3%).
Reported Earnings • Dec 29Third quarter 2024 earnings released: EPS: JP¥80.96 (vs JP¥24.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥80.96 (up from JP¥24.13 in 3Q 2023). Revenue: JP¥113.7b (down 3.8% from 3Q 2023). Net income: JP¥10.8b (up 209% from 3Q 2023). Profit margin: 9.5% (up from 3.0% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Nov 17DCM Holdings Co., Ltd. to Report Q3, 2024 Results on Dec 27, 2023DCM Holdings Co., Ltd. announced that they will report Q3, 2024 results on Dec 27, 2023
Reported Earnings • Oct 01Second quarter 2024 earnings released: EPS: JP¥37.93 (vs JP¥38.55 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.93 (down from JP¥38.55 in 2Q 2023). Revenue: JP¥123.2b (down 1.3% from 2Q 2023). Net income: JP¥5.07b (down 9.8% from 2Q 2023). Profit margin: 4.1% (down from 4.5% in 2Q 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Germany.
공시 • Aug 31DCM Holdings Co., Ltd. to Report Q2, 2024 Results on Sep 29, 2023DCM Holdings Co., Ltd. announced that they will report Q2, 2024 results on Sep 29, 2023
Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 01 November 2023. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).
Reported Earnings • Jul 02First quarter 2024 earnings released: EPS: JP¥41.40 (vs JP¥44.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.40 (down from JP¥44.05 in 1Q 2023). Revenue: JP¥123.9b (up 8.6% from 1Q 2023). Net income: JP¥5.67b (down 13% from 1Q 2023). Profit margin: 4.6% (down from 5.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany.
Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥125 (vs JP¥126 in FY 2022)Full year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €9.20, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Specialty Retail industry in Germany. Total returns to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.63 per share.
Reported Earnings • Apr 13Full year 2023 earnings released: EPS: JP¥125 (vs JP¥126 in FY 2022)Full year 2023 results: EPS: JP¥125 (down from JP¥126 in FY 2022). Revenue: JP¥476.8b (up 7.2% from FY 2022). Net income: JP¥18.1b (down 3.6% from FY 2022). Profit margin: 3.8% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Germany.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).
Reported Earnings • Dec 30Third quarter 2023 earnings released: EPS: JP¥24.13 (vs JP¥26.70 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.13 (down from JP¥26.70 in 3Q 2022). Revenue: JP¥118.2b (up 10% from 3Q 2022). Net income: JP¥3.50b (down 12% from 3Q 2022). Profit margin: 3.0% (down from 3.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in Germany.
공시 • Nov 27DCM Holdings Co., Ltd. to Report Q3, 2023 Results on Dec 28, 2022DCM Holdings Co., Ltd. announced that they will report Q3, 2023 results on Dec 28, 2022
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 01Second quarter 2023 earnings released: EPS: JP¥38.55 (vs JP¥39.68 in 2Q 2022)Second quarter 2023 results: EPS: JP¥38.55 (down from JP¥39.68 in 2Q 2022). Revenue: JP¥124.8b (up 7.9% from 2Q 2022). Net income: JP¥5.62b (down 5.0% from 2Q 2022). Profit margin: 4.5% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany.
공시 • Sep 30DCM Holdings Co., Ltd. (TSE:3050) announces an Equity Buyback for 8,000,000 shares, representing 5.49% for ¥8,000 million.DCM Holdings Co., Ltd. (TSE:3050) announces a share repurchase program. Under the program, the company will repurchase 8,000,000 shares, representing 5.48% of the outstanding shares, at ¥1,000 per share for ¥8,000 million. The purpose of the program is to improve shareholder returns and capital efficiency in response to changes in the business environment. The plan will be valid till March 31, 2023. As of August 31, 2022, the company had 145,797,902 shares outstanding and 11,202,098 shares in treasury.
공시 • Sep 24DCM Holdings Co., Ltd. to Report Q2, 2023 Results on Sep 29, 2022DCM Holdings Co., Ltd. announced that they will report Q2, 2023 results on Sep 29, 2022
Upcoming Dividend • Aug 23Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 01 November 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).
Buying Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be €9.30, 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. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.
Reported Earnings • Jul 02First quarter 2023 earnings released: EPS: JP¥44.05 (vs JP¥50.42 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.05 (down from JP¥50.42 in 1Q 2022). Revenue: JP¥114.0b (down 4.5% from 1Q 2022). Net income: JP¥6.51b (down 14% from 1Q 2022). Profit margin: 5.7% (down from 6.4% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 13%, compared to a 9.1% growth forecast for the industry in Germany.
Reported Earnings • Jun 02Full year 2022 earnings released: EPS: JP¥126 (vs JP¥127 in FY 2021)Full year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 11%, compared to a 9.7% growth forecast for the retail industry in Germany.
공시 • Jun 01DCM Holdings Co., Ltd. to Report Q1, 2023 Results on Jun 30, 2022DCM Holdings Co., Ltd. announced that they will report Q1, 2023 results on Jun 30, 2022
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent External Director Naoki Uno was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥126 (vs JP¥127 in FY 2021)Full year 2022 results: EPS: JP¥126. Revenue: JP¥444.8b (down 5.6% from FY 2021). Net income: JP¥18.8b (up 1.2% from FY 2021). Profit margin: 4.2% (up from 3.9% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 2.3%, compared to a 13% growth forecast for the retail industry in Germany.
공시 • Apr 14DCM Holdings Co., Ltd., Annual General Meeting, May 26, 2022DCM Holdings Co., Ltd., Annual General Meeting, May 26, 2022.
공시 • Apr 07DCM Holdings Co., Ltd. to Report Fiscal Year 2022 Results on Apr 12, 2022DCM Holdings Co., Ltd. announced that they will report fiscal year 2022 results on Apr 12, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 28 May 2022. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.3%).
Reported Earnings • Dec 29Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥26.70 (up from JP¥25.86 in 3Q 2021). Revenue: JP¥107.1b (down 3.9% from 3Q 2021). Net income: JP¥3.97b (up 1.1% from 3Q 2021). Profit margin: 3.7% (up from 3.5% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 1.3%, compared to a 16% growth forecast for the industry in Germany.
Reported Earnings • Sep 30Second quarter 2022 earnings released: EPS JP¥39.68 (vs JP¥48.97 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥115.7b (down 9.0% from 2Q 2021). Net income: JP¥5.92b (down 15% from 2Q 2021). Profit margin: 5.1% (down from 5.5% in 2Q 2021). The decrease in margin was driven by lower revenue.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 02 November 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.3%).
Reported Earnings • Jul 01First quarter 2022 earnings released: EPS JP¥50.42 (vs JP¥59.71 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥119.3b (down 5.2% from 1Q 2021). Net income: JP¥7.58b (down 7.0% from 1Q 2021). Profit margin: 6.4% (down from 6.5% in 1Q 2021). The decrease in margin was driven by lower revenue.
Reported Earnings • Jun 03Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥471.2b (up 7.7% from FY 2020). Net income: JP¥18.6b (up 35% from FY 2020). Profit margin: 3.9% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Apr 11Full year 2021 earnings released: EPS JP¥127 (vs JP¥103 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥471.2b (up 7.7% from FY 2020). Net income: JP¥18.6b (up 35% from FY 2020). Profit margin: 3.9% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue.
공시 • Feb 28DCM Holdings Co., Ltd. to Report Fiscal Year 2021 Results on Apr 09, 2021DCM Holdings Co., Ltd. announced that they will report fiscal year 2021 results on Apr 09, 2021
Reported Earnings • Jan 14Third quarter 2021 earnings released: EPS JP¥25.86The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥111.4b (up 1.9% from 3Q 2020). Net income: JP¥3.93b (up 23% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Dec 29Third quarter 2021 earnings released: EPS JP¥25.86The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥111.4b (up 1.9% from 3Q 2020). Net income: JP¥3.93b (up 23% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Dec 29Revenue misses expectationsRevenue missed analyst estimates by 2.8%. Over the next year, revenue is expected to shrink by 2.0% compared to a 6.3% growth forecast for the Specialty Retail industry in Germany.