View ValuationUSS 향후 성장Future 기준 점검 1/6USS (는) 각각 연간 0.4% 및 1.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 3.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.8% 로 예상됩니다.핵심 정보0.4%이익 성장률3.18%EPS 성장률Specialty Retail 이익 성장29.2%매출 성장률1.3%향후 자기자본이익률20.80%애널리스트 커버리지Good마지막 업데이트13 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Nobuko Sowa was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 14USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 12,000,000 shares, representing 2.58% for ¥18,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 2.58% of its issued share capital (excluding treasury stock), for a total purchase price of ¥18,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till May 13, 2026. As of March 31, 2026, the company has 464,373,398 issued shares (excluding treasury stock) and 9,626,602 treasury shares.공시 • May 12USS Co., Ltd., Annual General Meeting, Jun 23, 2026USS Co., Ltd., Annual General Meeting, Jun 23, 2026.공시 • May 10USS Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026USS Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026공시 • Nov 29USS Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026USS Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026공시 • Sep 01USS Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025USS Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025공시 • Jun 24USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 11,000,000 shares, representing 2.32% for ¥16,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 2.32% of its issued share capital (excluding treasury stock), for a total purchase price of ¥16,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till June 25, 2025 . As of March 31, 2025, the company has 473,612,378 issued shares (excluding treasury stock) and 40,387,622 treasury shares.공시 • May 31USS Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025USS Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025공시 • May 13USS Co., Ltd., Annual General Meeting, Jun 24, 2025USS Co., Ltd., Annual General Meeting, Jun 24, 2025.공시 • Mar 01USS Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025USS Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025공시 • Dec 01USS Co., Ltd. to Report Q3, 2025 Results on Feb 04, 2025USS Co., Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥18.50 (vs JP¥16.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.50 (up from JP¥16.78 in 2Q 2024). Revenue: JP¥24.8b (up 2.7% from 2Q 2024). Net income: JP¥8.89b (up 10% from 2Q 2024). Profit margin: 36% (up from 33% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 2.1% 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 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Oct 07USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 10,000,000 shares, representing 2.08% for ¥10,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 2.08% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to improve corporate value, improving capital efficiency and to improve shareholder returns. The program is valid till March 31, 2025 . As of August 31, 2024, the company has 480,979,778 issued shares (excluding treasury stock) and 33,020,222 treasury shares.Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.60 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 53% 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 (3.1%).공시 • Aug 27USS Co., Ltd. to Report Q2, 2025 Results on Nov 05, 2024USS Co., Ltd. announced that they will report Q2, 2025 results on Nov 05, 2024Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥19.26 (vs JP¥16.65 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.26 (up from JP¥16.65 in 1Q 2024). Revenue: JP¥25.6b (up 7.2% from 1Q 2024). Net income: JP¥9.25b (up 14% from 1Q 2024). Profit margin: 36% (up from 34% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% 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 • Aug 05Now 24% undervaluedOver the last 90 days, the stock has risen 5.7% to €7.40. The fair value is estimated to be €9.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥20.10 announcedShareholders will receive a dividend of JP¥20.10. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 270%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 02USS Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024USS Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024공시 • May 10USS Co., Ltd., Annual General Meeting, Jun 25, 2024USS Co., Ltd., Annual General Meeting, Jun 25, 2024.Reported Earnings • May 09Full year 2024 earnings released: EPS: JP¥137 (vs JP¥61.35 in FY 2023)Full year 2024 results: EPS: JP¥137 (up from JP¥61.35 in FY 2023). Revenue: JP¥97.6b (up 9.9% from FY 2023). Net income: JP¥32.9b (up 9.7% from FY 2023). Profit margin: 34% (in line with FY 2023). Revenue is forecast to stay flat 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 57% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 113% Dividend yield: 6.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.40 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.0%).공시 • Mar 02USS Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024USS Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥34.58 (vs JP¥29.68 in 3Q 2023)Third quarter 2024 results: EPS: JP¥34.58 (up from JP¥29.68 in 3Q 2023). Revenue: JP¥23.4b (up 6.6% from 3Q 2023). Net income: JP¥8.30b (up 14% from 3Q 2023). Profit margin: 35% (up from 33% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat 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 42% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jan 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €17.40. The fair value is estimated to be €14.18, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are also forecast to grow by 0.1% per annum over the same time period.공시 • Nov 27USS Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024USS Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥33.57 (vs JP¥29.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.57 (up from JP¥29.35 in 2Q 2023). Revenue: JP¥24.2b (up 14% from 2Q 2023). Net income: JP¥8.06b (up 12% from 2Q 2023). Profit margin: 33% (in line with 2Q 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 39% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥34.70 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (3.0%).공시 • Aug 27USS Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023USS Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥33.29 (vs JP¥30.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥33.29 (up from JP¥30.39 in 1Q 2023). Revenue: JP¥23.9b (up 13% from 1Q 2023). Net income: JP¥8.10b (up 8.9% from 1Q 2023). Profit margin: 34% (down from 35% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Jun 22USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 5,000,000 shares, for ¥12,500 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.04% of its issued share capital (excluding treasury stock), for a total purchase price of ¥12,500 million. The purpose of the program is to improve corporate value, business expansion through investment and capital policies and to improve shareholder returns. As of March 31, 2023, the company has 244,627,014 issued shares (excluding treasury stock) and 12,372,986 treasury shares.Reported Earnings • Jun 22Full year 2023 earnings released: EPS: JP¥123 (vs JP¥120 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Jun 19USS Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023USS Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥123 (vs JP¥120 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.80 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.9%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.68 (vs JP¥32.18 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.68 (down from JP¥32.18 in 3Q 2022). Revenue: JP¥22.0b (up 11% from 3Q 2022). Net income: JP¥7.26b (down 9.2% from 3Q 2022). Profit margin: 33% (down from 40% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% 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 fallen by 2% per year, which means it is significantly lagging earnings.공시 • Dec 01USS Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023USS Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥29.35 (vs JP¥27.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.35 (up from JP¥27.57 in 2Q 2022). Revenue: JP¥21.3b (up 9.7% from 2Q 2022). Net income: JP¥7.18b (up 4.4% from 2Q 2022). Profit margin: 34% (down from 35% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 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 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥29.35 (vs JP¥27.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.35 (up from JP¥27.57 in 2Q 2022). Revenue: JP¥21.3b (up 9.7% from 2Q 2022). Net income: JP¥7.18b (up 4.4% from 2Q 2022). Profit margin: 34% (down from 35% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.70 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%).공시 • Sep 07USS Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022USS Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥30.39 (vs JP¥29.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.39 (up from JP¥29.47 in 1Q 2022). Revenue: JP¥21.1b (up 3.8% from 1Q 2022). Net income: JP¥7.44b (up 1.2% from 1Q 2022). Profit margin: 35% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 3.0%, compared to a 8.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Board Change • Aug 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Jul 17High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 3.7%, compared to a 9.3% growth forecast for the retail industry in Germany.공시 • Jun 09USS Co., Ltd. to Report Q1, 2023 Results on Aug 02, 2022USS Co., Ltd. announced that they will report Q1, 2023 results on Aug 02, 2022공시 • May 12USS Co., Ltd., Annual General Meeting, Jun 21, 2022USS Co., Ltd., Annual General Meeting, Jun 21, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥120 (vs JP¥16.13 in FY 2021)Full year 2022 results: EPS: JP¥120 (up from JP¥16.13 in FY 2021). Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Apr 08USS Co., Ltd. to Report Fiscal Year 2022 Results on May 10, 2022USS Co., Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.20 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.4%).Reported Earnings • Feb 08Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥32.18 (up from JP¥27.16 in 3Q 2021). Revenue: JP¥19.8b (flat on 3Q 2021). Net income: JP¥8.00b (up 18% from 3Q 2021). Profit margin: 40% (up from 34% in 3Q 2021). Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.4%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥27.57 (vs JP¥25.38 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥19.4b (up 6.5% from 2Q 2021). Net income: JP¥6.88b (up 8.7% from 2Q 2021). Profit margin: 35% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.20 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 11 December 2021. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥29.47 (vs JP¥18.51 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥20.4b (up 27% from 1Q 2021). Net income: JP¥7.35b (up 59% from 1Q 2021). Profit margin: 36% (up from 29% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 18Full year 2021 earnings released: EPS JP¥16.13 (vs JP¥82.45 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥74.9b (down 4.2% from FY 2020). Net income: JP¥4.02b (down 81% from FY 2020). Profit margin: 5.4% (down from 26% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥16.13 (vs JP¥82.45 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥74.9b (down 4.2% from FY 2020). Net income: JP¥4.02b (down 81% from FY 2020). Profit margin: 5.4% (down from 26% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.75 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.3%). In line with average of industry peers (2.6%).공시 • Mar 04USS Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021USS Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021Is New 90 Day High Low • Feb 18New 90-day low: €15.50The company is down 12% from its price of €17.60 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.70 per share.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥27.16 (vs JP¥24.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥19.7b (up 1.5% from 3Q 2020). Net income: JP¥6.77b (up 12% from 3Q 2020). Profit margin: 34% (up from 31% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 2.3%, compared to a 8.1% growth forecast for the Specialty Retail industry in Germany.공시 • Nov 29USS Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021USS Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 6.8%. Over the next year, revenue is forecast to stay flat compared to a 5.7% growth forecast for the Specialty Retail industry in Germany.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥25.38The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥18.2b (down 3.8% from 2Q 2020). Net income: JP¥6.33b (up 5.9% from 2Q 2020). Profit margin: 35% (up from 32% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has remained flat.Is New 90 Day High Low • Nov 06New 90-day high: €15.90The company is up 23% from its price of €12.90 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.43 per share.Is New 90 Day High Low • Oct 14New 90-day high: €15.70The company is up 12% from its price of €14.00 on 16 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.29 per share.Is New 90 Day High Low • Sep 18New 90-day high: €15.00The company is up 3.0% from its price of €14.50 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.39 per share.공시 • Sep 04USS Co., Ltd. to Report Q2, 2021 Results on Nov 09, 2020USS Co., Ltd. announced that they will report Q2, 2021 results on Nov 09, 2020이익 및 매출 성장 예측DB:USV - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029117,00041,20035,30050,30013/31/2028119,08342,42735,77048,25763/31/2027116,80041,66037,30044,30053/31/2026113,85441,36032,87543,913N/A12/31/2025110,33840,45742,38647,321N/A9/30/2025107,54439,44732,24038,212N/A6/30/2025105,77038,61632,61337,724N/A3/31/2025104,02137,63633,88738,157N/A12/31/2024102,74436,05133,18937,411N/A9/30/202499,96934,88238,18740,931N/A6/30/202499,31734,05641,48344,339N/A3/31/202497,60632,90644,48547,150N/A12/31/202395,88432,60232,55937,228N/A9/30/202394,44231,55833,55638,180N/A6/30/202391,57130,67336,17940,813N/A3/31/202388,77830,00832,34136,907N/A12/31/202286,26729,39831,52133,923N/A9/30/202284,12730,13639,38841,699N/A6/30/202282,24829,83435,33237,405N/A3/31/202281,48229,74534,59436,630N/A12/31/202180,5338,52533,94335,897N/A9/30/202180,3817,30034,89236,745N/A6/30/202179,1886,75231,27936,873N/A3/31/202174,8744,02229,42238,407N/A12/31/202073,92320,07928,61438,076N/A9/30/202073,62819,34719,49129,367N/A6/30/202074,33818,99420,50627,356N/A3/31/202078,14320,63422,72627,245N/A12/31/201979,75325,337N/A29,281N/A9/30/201979,85825,442N/A33,089N/A6/30/201979,78225,363N/A33,623N/A3/31/201979,90825,543N/A32,894N/A12/31/201879,48925,087N/A33,545N/A9/30/201879,17324,819N/A32,923N/A6/30/201877,50224,728N/A32,196N/A3/31/201875,15324,285N/A32,505N/A12/31/201772,56024,213N/A28,980N/A9/30/201769,64623,868N/A30,256N/A6/30/201768,23323,220N/A29,410N/A3/31/201767,17922,909N/A28,882N/A12/31/201666,86822,362N/A26,767N/A9/30/201667,31922,025N/A29,009N/A6/30/201668,18722,373N/A28,244N/A3/31/201668,60722,477N/A26,030N/A12/31/201568,81422,387N/A27,186N/A9/30/201568,85522,569N/A26,295N/A6/30/201568,18822,206N/A25,536N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: USV 의 연간 예상 수익 증가율(0.4%)이 saving rate(1.9%) 미만입니다.수익 vs 시장: USV 의 연간 수익(0.4%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: USV 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: USV 의 수익(연간 1.3%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: USV 의 수익(연간 1.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: USV의 자본 수익률은 3년 후 20.8%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 23:27종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 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 소스USS Co., Ltd.는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Koichi SugimotoBofA Global ResearchManabu HagiwaraCitigroup IncJiro KojimaDaiwa Securities Co. Ltd.8명의 분석가 더 보기
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Nobuko Sowa was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 14USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 12,000,000 shares, representing 2.58% for ¥18,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 2.58% of its issued share capital (excluding treasury stock), for a total purchase price of ¥18,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till May 13, 2026. As of March 31, 2026, the company has 464,373,398 issued shares (excluding treasury stock) and 9,626,602 treasury shares.
공시 • May 12USS Co., Ltd., Annual General Meeting, Jun 23, 2026USS Co., Ltd., Annual General Meeting, Jun 23, 2026.
공시 • May 10USS Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026USS Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
공시 • Nov 29USS Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026USS Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
공시 • Sep 01USS Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025USS Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
공시 • Jun 24USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 11,000,000 shares, representing 2.32% for ¥16,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 2.32% of its issued share capital (excluding treasury stock), for a total purchase price of ¥16,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till June 25, 2025 . As of March 31, 2025, the company has 473,612,378 issued shares (excluding treasury stock) and 40,387,622 treasury shares.
공시 • May 31USS Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025USS Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
공시 • May 13USS Co., Ltd., Annual General Meeting, Jun 24, 2025USS Co., Ltd., Annual General Meeting, Jun 24, 2025.
공시 • Mar 01USS Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025USS Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
공시 • Dec 01USS Co., Ltd. to Report Q3, 2025 Results on Feb 04, 2025USS Co., Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥18.50 (vs JP¥16.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.50 (up from JP¥16.78 in 2Q 2024). Revenue: JP¥24.8b (up 2.7% from 2Q 2024). Net income: JP¥8.89b (up 10% from 2Q 2024). Profit margin: 36% (up from 33% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 2.1% 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 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Oct 07USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 10,000,000 shares, representing 2.08% for ¥10,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 2.08% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to improve corporate value, improving capital efficiency and to improve shareholder returns. The program is valid till March 31, 2025 . As of August 31, 2024, the company has 480,979,778 issued shares (excluding treasury stock) and 33,020,222 treasury shares.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.60 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 53% 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 (3.1%).
공시 • Aug 27USS Co., Ltd. to Report Q2, 2025 Results on Nov 05, 2024USS Co., Ltd. announced that they will report Q2, 2025 results on Nov 05, 2024
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥19.26 (vs JP¥16.65 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.26 (up from JP¥16.65 in 1Q 2024). Revenue: JP¥25.6b (up 7.2% from 1Q 2024). Net income: JP¥9.25b (up 14% from 1Q 2024). Profit margin: 36% (up from 34% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% 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 • Aug 05Now 24% undervaluedOver the last 90 days, the stock has risen 5.7% to €7.40. The fair value is estimated to be €9.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥20.10 announcedShareholders will receive a dividend of JP¥20.10. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 270%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 02USS Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024USS Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
공시 • May 10USS Co., Ltd., Annual General Meeting, Jun 25, 2024USS Co., Ltd., Annual General Meeting, Jun 25, 2024.
Reported Earnings • May 09Full year 2024 earnings released: EPS: JP¥137 (vs JP¥61.35 in FY 2023)Full year 2024 results: EPS: JP¥137 (up from JP¥61.35 in FY 2023). Revenue: JP¥97.6b (up 9.9% from FY 2023). Net income: JP¥32.9b (up 9.7% from FY 2023). Profit margin: 34% (in line with FY 2023). Revenue is forecast to stay flat 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 57% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 113% Dividend yield: 6.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.40 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.0%).
공시 • Mar 02USS Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024USS Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥34.58 (vs JP¥29.68 in 3Q 2023)Third quarter 2024 results: EPS: JP¥34.58 (up from JP¥29.68 in 3Q 2023). Revenue: JP¥23.4b (up 6.6% from 3Q 2023). Net income: JP¥8.30b (up 14% from 3Q 2023). Profit margin: 35% (up from 33% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat 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 42% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jan 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €17.40. The fair value is estimated to be €14.18, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are also forecast to grow by 0.1% per annum over the same time period.
공시 • Nov 27USS Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024USS Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥33.57 (vs JP¥29.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.57 (up from JP¥29.35 in 2Q 2023). Revenue: JP¥24.2b (up 14% from 2Q 2023). Net income: JP¥8.06b (up 12% from 2Q 2023). Profit margin: 33% (in line with 2Q 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 39% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥34.70 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (3.0%).
공시 • Aug 27USS Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023USS Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥33.29 (vs JP¥30.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥33.29 (up from JP¥30.39 in 1Q 2023). Revenue: JP¥23.9b (up 13% from 1Q 2023). Net income: JP¥8.10b (up 8.9% from 1Q 2023). Profit margin: 34% (down from 35% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Jun 22USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 5,000,000 shares, for ¥12,500 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.04% of its issued share capital (excluding treasury stock), for a total purchase price of ¥12,500 million. The purpose of the program is to improve corporate value, business expansion through investment and capital policies and to improve shareholder returns. As of March 31, 2023, the company has 244,627,014 issued shares (excluding treasury stock) and 12,372,986 treasury shares.
Reported Earnings • Jun 22Full year 2023 earnings released: EPS: JP¥123 (vs JP¥120 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Jun 19USS Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023USS Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥123 (vs JP¥120 in FY 2022)Full year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.80 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.9%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.68 (vs JP¥32.18 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.68 (down from JP¥32.18 in 3Q 2022). Revenue: JP¥22.0b (up 11% from 3Q 2022). Net income: JP¥7.26b (down 9.2% from 3Q 2022). Profit margin: 33% (down from 40% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% 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 fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Dec 01USS Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023USS Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥29.35 (vs JP¥27.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.35 (up from JP¥27.57 in 2Q 2022). Revenue: JP¥21.3b (up 9.7% from 2Q 2022). Net income: JP¥7.18b (up 4.4% from 2Q 2022). Profit margin: 34% (down from 35% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 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 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥29.35 (vs JP¥27.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.35 (up from JP¥27.57 in 2Q 2022). Revenue: JP¥21.3b (up 9.7% from 2Q 2022). Net income: JP¥7.18b (up 4.4% from 2Q 2022). Profit margin: 34% (down from 35% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.70 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%).
공시 • Sep 07USS Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022USS Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022
Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥30.39 (vs JP¥29.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.39 (up from JP¥29.47 in 1Q 2022). Revenue: JP¥21.1b (up 3.8% from 1Q 2022). Net income: JP¥7.44b (up 1.2% from 1Q 2022). Profit margin: 35% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 3.0%, compared to a 8.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Board Change • Aug 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Jul 17High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 3.7%, compared to a 9.3% growth forecast for the retail industry in Germany.
공시 • Jun 09USS Co., Ltd. to Report Q1, 2023 Results on Aug 02, 2022USS Co., Ltd. announced that they will report Q1, 2023 results on Aug 02, 2022
공시 • May 12USS Co., Ltd., Annual General Meeting, Jun 21, 2022USS Co., Ltd., Annual General Meeting, Jun 21, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥120 (vs JP¥16.13 in FY 2021)Full year 2022 results: EPS: JP¥120 (up from JP¥16.13 in FY 2021). Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Apr 08USS Co., Ltd. to Report Fiscal Year 2022 Results on May 10, 2022USS Co., Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.20 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.4%).
Reported Earnings • Feb 08Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥32.18 (up from JP¥27.16 in 3Q 2021). Revenue: JP¥19.8b (flat on 3Q 2021). Net income: JP¥8.00b (up 18% from 3Q 2021). Profit margin: 40% (up from 34% in 3Q 2021). Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.4%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥27.57 (vs JP¥25.38 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥19.4b (up 6.5% from 2Q 2021). Net income: JP¥6.88b (up 8.7% from 2Q 2021). Profit margin: 35% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.20 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 11 December 2021. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥29.47 (vs JP¥18.51 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥20.4b (up 27% from 1Q 2021). Net income: JP¥7.35b (up 59% from 1Q 2021). Profit margin: 36% (up from 29% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 18Full year 2021 earnings released: EPS JP¥16.13 (vs JP¥82.45 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥74.9b (down 4.2% from FY 2020). Net income: JP¥4.02b (down 81% from FY 2020). Profit margin: 5.4% (down from 26% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥16.13 (vs JP¥82.45 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥74.9b (down 4.2% from FY 2020). Net income: JP¥4.02b (down 81% from FY 2020). Profit margin: 5.4% (down from 26% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.75 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.3%). In line with average of industry peers (2.6%).
공시 • Mar 04USS Co., Ltd. to Report Fiscal Year 2021 Results on May 11, 2021USS Co., Ltd. announced that they will report fiscal year 2021 results on May 11, 2021
Is New 90 Day High Low • Feb 18New 90-day low: €15.50The company is down 12% from its price of €17.60 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.70 per share.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥27.16 (vs JP¥24.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥19.7b (up 1.5% from 3Q 2020). Net income: JP¥6.77b (up 12% from 3Q 2020). Profit margin: 34% (up from 31% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 2.3%, compared to a 8.1% growth forecast for the Specialty Retail industry in Germany.
공시 • Nov 29USS Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021USS Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 6.8%. Over the next year, revenue is forecast to stay flat compared to a 5.7% growth forecast for the Specialty Retail industry in Germany.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥25.38The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥18.2b (down 3.8% from 2Q 2020). Net income: JP¥6.33b (up 5.9% from 2Q 2020). Profit margin: 35% (up from 32% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has remained flat.
Is New 90 Day High Low • Nov 06New 90-day high: €15.90The company is up 23% from its price of €12.90 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.43 per share.
Is New 90 Day High Low • Oct 14New 90-day high: €15.70The company is up 12% from its price of €14.00 on 16 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.29 per share.
Is New 90 Day High Low • Sep 18New 90-day high: €15.00The company is up 3.0% from its price of €14.50 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.39 per share.
공시 • Sep 04USS Co., Ltd. to Report Q2, 2021 Results on Nov 09, 2020USS Co., Ltd. announced that they will report Q2, 2021 results on Nov 09, 2020