AZ-COM MARUWA Holdings (1YM) 주식 개요는 일본에서 물류 서비스를 제공합니다. 자세히 보기1YM 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장2/6과거 실적2/6재무 건전성4/6배당3/6강점주가수익률(15.8x)이 German 시장(17x)보다 낮습니다.수익은 매년 11.38% 증가할 것으로 예상됩니다.지난 1년간 수익이 2.3% 증가했습니다.위험 분석높은 수준의 비현금 수입3.67% 의 배당금은 잉여현금흐름으로 잘 충당되지 않습니다.부채비율이 높네요모든 위험 점검 보기1YM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,088 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG488,088 investors already sharing narrativesYour Fair Value€Current Price€4.480.2% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0319b2016201920222025202620282031Revenue JP¥319.2bEarnings JP¥10.3bAdvancedSet Fair ValueView all narrativesAZ-COM MARUWA Holdings Inc. 경쟁사LogwinSymbol: XTRA:TGHNMarket cap: €829.2mMüller - Die lila LogistikSymbol: XTRA:MLLMarket cap: €36.4mDeufolSymbol: HMSE:DE10Market cap: €34.5mEUROKAI GmbH KGaASymbol: DB:EUK3Market cap: €773.0m가격 이력 및 성과AZ-COM MARUWA Holdings 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥4.4852주 최고가JP¥7.3552주 최저가JP¥3.82베타0.00251개월 변동13.71%3개월 변동-0.89%1년 변동-30.54%3년 변동-63.28%5년 변동-61.38%IPO 이후 변동595.45%최근 뉴스 및 업데이트공고 • Jun 06AZ-COM MARUWA Holdings Inc. to Report Q1, 2027 Results on Aug 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2027 results on Aug 05, 2026Board 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. 9 non-independent directors. Independent Outside Director Masahito Kamijo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • May 11AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026.공고 • May 09AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2026 Results on May 11, 2026AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2026 results on May 11, 2026공고 • Dec 06AZ-COM MARUWA Holdings Inc. to Report Q3, 2026 Results on Feb 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2026 results on Feb 05, 2026공고 • Sep 25AZ-COM MARUWA Holdings Inc. to Report Q2, 2026 Results on Nov 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2026 results on Nov 05, 2025더 많은 업데이트 보기Recent updates공고 • Jun 06AZ-COM MARUWA Holdings Inc. to Report Q1, 2027 Results on Aug 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2027 results on Aug 05, 2026Board 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. 9 non-independent directors. Independent Outside Director Masahito Kamijo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • May 11AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026.공고 • May 09AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2026 Results on May 11, 2026AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2026 results on May 11, 2026공고 • Dec 06AZ-COM MARUWA Holdings Inc. to Report Q3, 2026 Results on Feb 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2026 results on Feb 05, 2026공고 • Sep 25AZ-COM MARUWA Holdings Inc. to Report Q2, 2026 Results on Nov 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2026 results on Nov 05, 2025공고 • Jun 19AZ-COM MARUWA Holdings Inc. to Report Q1, 2026 Results on Aug 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2026 results on Aug 05, 2025공고 • May 12+ 3 more updatesAZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2025AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2025.공고 • Mar 12AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2025 Results on May 12, 2025AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2025 results on May 12, 2025공고 • Dec 18AZ-COM MARUWA Holdings Inc. to Report Q3, 2025 Results on Feb 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2025 results on Feb 05, 2025공고 • Nov 23AZ-COM MARUWA Holdings Inc. (TSE:9090) entered into share transfer agreement to acquire Lufi.Co., Ltd. from Ryuji Hirota and Yasuaki Watanabe.AZ-COM MARUWA Holdings Inc. (TSE:9090) entered into share transfer agreement to acquire Lufi.Co., Ltd. from Ryuji Hirota and Yasuaki Watanabe on November 21, 2024. For the period ending November 30, 2023, Lufi.Co., Ltd. reported total revenue of ¥3.53 billion, EBIT of ¥146 million and net income of ¥147 million. As of November 30, 2023, Lufi.Co., Ltd. reported total assets of ¥1.24 billion and total common equity of ¥636 million. The expected completion of the transaction is November 29, 2024.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥12.04 (vs JP¥19.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥12.04 (down from JP¥19.29 in 2Q 2024). Revenue: JP¥51.8b (up 5.6% from 2Q 2024). Net income: JP¥1.62b (down 33% from 2Q 2024). Profit margin: 3.1% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe.공고 • Sep 23AZ-COM MARUWA Holdings Inc.(TSE:9090) dropped from FTSE All-World Index (USD)AZ-COM MARUWA Holdings Inc.(TSE:9090) dropped from FTSE All-World Index (USD)Upcoming Dividend • Sep 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.8%).공고 • Sep 13AZ-COM MARUWA Holdings Inc. to Report Q2, 2025 Results on Nov 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2025 results on Nov 05, 2024Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥9.07 (vs JP¥16.82 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.07 (down from JP¥16.82 in 1Q 2024). Revenue: JP¥49.7b (up 4.5% from 1Q 2024). Net income: JP¥1.22b (down 42% from 1Q 2024). Profit margin: 2.5% (down from 4.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (7.2% increase in shares outstanding).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €7.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 33% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 257%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 21AZ-COM MARUWA Holdings Inc. to Report Q1, 2025 Results on Aug 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2025 results on Aug 05, 2024Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥70.88 (vs JP¥61.86 in FY 2023)Full year 2024 results: EPS: JP¥70.88 (up from JP¥61.86 in FY 2023). Revenue: JP¥198.6b (up 12% from FY 2023). Net income: JP¥9.12b (up 17% from FY 2023). Profit margin: 4.6% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.공고 • May 15AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 26, 2024AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.2%).공고 • Mar 15AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2024 Results on May 13, 2024AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2024 results on May 13, 2024공고 • Feb 16+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided consolidated earnings guidance for the year ending March 31, 2024. For the year ending March 31, 2024, the company expects net sales of JPY 200,000 million, operating profit of JPY 14,500 million and profit attributable to owners of parent of JPY 9,380 million or JPY 72.91 per share.Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: JP¥22.57 (vs JP¥20.85 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.57 (up from JP¥20.85 in 3Q 2023). Revenue: JP¥53.6b (up 9.4% from 3Q 2023). Net income: JP¥2.89b (up 10% from 3Q 2023). Profit margin: 5.4% (in line with 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jan 30Now 21% overvaluedOver the last 90 days, the stock has fallen 25% to €9.40. The fair value is estimated to be €7.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.공고 • Dec 20AZ-COM MARUWA Holdings Inc. to Report Q3, 2024 Results on Feb 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2024 results on Feb 05, 2024New Risk • Dec 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (6.1% increase in shares outstanding).공고 • Nov 22AZ-COM MARUWA Holdings Inc. has filed a Follow-on Equity Offering.AZ-COM MARUWA Holdings Inc. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 16,550,000공고 • Nov 17+ 1 more updateAZ-COM MARUWA Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company revised Net sales forecast from JPY 200,000 million to JPY 200,000 million, Operating profit forecast from JPY 13,600 million to JPY 14,500 million, Profit attributable to owners of parent forecast from JPY 8,750 million to JPY 9,380 million and Earnings per share forecast from JPY 69.53 to JPY 74.53.Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥19.29 (vs JP¥14.18 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.29 (up from JP¥14.18 in 2Q 2023). Revenue: JP¥49.0b (up 13% from 2Q 2023). Net income: JP¥2.43b (up 36% from 2Q 2023). Profit margin: 5.0% (up from 4.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공고 • Sep 24AZ-COM MARUWA Holdings Inc. to Report Q2, 2024 Results on Nov 06, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2024 results on Nov 06, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥14.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).공고 • Aug 11+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Second Quarter and Year End Dividend Guidance for the Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided second quarter and year end dividend guidance for the fiscal year ending March 31, 2024. For the second quarter, the company expected dividend of JPY 14 per share compared to JPY 11.75 per share paid a year ago. For the full year, the company expected year end dividend of JPY 14 per share compared to JPY 11.75 per share paid a year ago.Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥16.82 (vs JP¥13.25 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.82 (up from JP¥13.25 in 1Q 2023). Revenue: JP¥47.5b (up 16% from 1Q 2023). Net income: JP¥2.12b (up 27% from 1Q 2023). Profit margin: 4.5% (up from 4.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공고 • Jun 26AZ-COM MARUWA Holdings Inc. to Report Q1, 2024 Results on Aug 02, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2024 results on Aug 02, 2023공고 • May 26+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2023 and for Full Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided consolidated Earnings Guidance for the Six months ending September 30, 2023 and for full Fiscal Year Ending March 31, 2024. For the six months, the company expects net sales of JPY 94,510 million, operating profit of JPY 5,380 million, profit attributable to owners of parent of JPY 3,410 million and earnings per share of JPY 27.10.For the period, the company expects net sales of JPY 200,000 million, operating profit of JPY 13,600 million, profit attributable to owners of parent of JPY 8,750 million and earnings per share of JPY 69.53.공고 • May 13AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 27, 2023AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 27, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥61.86 (vs JP¥48.72 in FY 2022)Full year 2023 results: EPS: JP¥61.86 (up from JP¥48.72 in FY 2022). Revenue: JP¥177.8b (up 34% from FY 2022). Net income: JP¥7.78b (up 27% from FY 2022). Profit margin: 4.4% (down from 4.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.75 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).공고 • Feb 07+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023AZ-COM MARUWA Holdings Inc. provided earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales of JPY 171,500 million, operating profit of JPY 11,130 million, profit attributable to owners of parent of JPY 7,380 million and earnings per share of JPY 58.68.Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: JP¥20.85 (vs JP¥14.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.85 (up from JP¥14.59 in 3Q 2022). Revenue: JP¥49.0b (up 31% from 3Q 2022). Net income: JP¥2.62b (up 43% from 3Q 2022). Profit margin: 5.4% (up from 4.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Logistics industry in Europe.공고 • Dec 23AZ-COM MARUWA Holdings Inc. to Report Q3, 2023 Results on Jan 31, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥14.18 (vs JP¥12.17 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.18 (up from JP¥12.17 in 2Q 2022). Revenue: JP¥43.4b (up 43% from 2Q 2022). Net income: JP¥1.78b (up 17% from 2Q 2022). Profit margin: 4.1% (down from 5.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% decline forecast for the Logistics industry in Europe.Board Change • Nov 16Less 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. 6 non-independent directors. Independent Outside Director Katsunobu Motohashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Nov 07+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023AZ-COM MARUWA Holdings Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of ¥171,500 million, operating profit of ¥11,130 million, profit attributable to owners of parent of ¥7,380 million and earnings per share of ¥58.68.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥14.18 (vs JP¥12.17 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.18 (up from JP¥12.17 in 2Q 2022). Revenue: JP¥43.4b (up 43% from 2Q 2022). Net income: JP¥1.78b (up 17% from 2Q 2022). Profit margin: 4.1% (down from 5.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.75 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.0%).공고 • Sep 22Maruwa Unyu Kikan Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022공고 • Aug 08+ 1 more updateMaruwa Unyu Kikan Co.,Ltd. Provides Dividend Guidance for Second Quarter of Fiscal Year 2023 and for the Full Year Ending March 31, 2023Maruwa Unyu Kikan Co.,Ltd. expected to pay dividend of JPY 11.75 per share for the second quarter of fiscal year 2023 compared to JPY 9.50 per share paid a year ago.The company expected to pay dividend of JPY 11.75 per share for the full year ending March 31, 2023 compared to JPY 9.50 per share paid a year ago.Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥13.25 (vs JP¥13.76 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.25 (down from JP¥13.76 in 1Q 2022). Revenue: JP¥41.0b (up 40% from 1Q 2022). Net income: JP¥1.67b (down 3.7% from 1Q 2022). Profit margin: 4.1% (down from 5.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 2.6% growth forecast for the industry in Germany.공고 • Jun 29Maruwa Unyu Kikan Co.,Ltd. (TSE:9090) agreed to acquire MK Logi Co., Ltd from Masakazu Baba for approximately ¥4070 million.Maruwa Unyu Kikan Co.,Ltd. (TSE:9090) agreed to acquire MK Logi Co., Ltd from Masakazu Baba for approximately ¥4070 million on June 27, 2022. Total shares to be acquired is 200. MK Logi Co., Ltd for year ending September, 2021 has revenues of ¥11,601 million, total assets of ¥3972 million and net assets of ¥372 million. Transaction is expected to close on July 29, 2022.공고 • Jun 25Maruwa Unyu Kikan Co.,Ltd. to Report Q1, 2023 Results on Aug 01, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022공고 • May 27+ 1 more updateMaruwa Unyu Kikan Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Year Ending March 31, 2023Maruwa Unyu Kikan Co.,Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and year ending March 31, 2023. For the six months, the company expects net sales of JPY 81,380 million, operating profit of JPY 4,720 million, profit attributable to owners of parent of JPY 3,250 million and earnings per share of JPY 25.85.For the year, the company expects net sales of JPY 171,500 million, operating profit of JPY 11,130 million, profit attributable to owners of parent of JPY 7,380 million and earnings per share of JPY 58.69.공고 • May 12Maruwa Unyu Kikan Co.,Ltd., Annual General Meeting, Jun 27, 2022Maruwa Unyu Kikan Co.,Ltd., Annual General Meeting, Jun 27, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥48.72 (vs JP¥43.60 in FY 2021)Full year 2022 results: EPS: JP¥48.72 (up from JP¥43.60 in FY 2021). Revenue: JP¥133.0b (up 19% from FY 2021). Net income: JP¥6.13b (up 11% from FY 2021). Profit margin: 4.6% (down from 4.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. No independent directors (11 non-independent directors). Executive Officer, GM of Finance Division, Manager of Finance Division & Director Hiroshi Tanaka was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공고 • Apr 08Maruwa Unyu Kikan Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Board Change • Apr 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Executive Officer, GM of Finance Division, Manager of Finance Division & Director Hiroshi Tanaka was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.주주 수익률1YMDE LogisticsDE 시장7D5.2%1.2%-0.4%1Y-30.5%22.2%-0.8%전체 주주 수익률 보기수익률 대 산업: 1YM은 지난 1년 동안 22.2%의 수익을 기록한 German Logistics 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 1YM은 지난 1년 동안 -0.8%를 기록한 German 시장보다 저조한 성과를 냈습니다.주가 변동성Is 1YM's price volatile compared to industry and market?1YM volatility1YM Average Weekly Movement5.4%Logistics Industry Average Movement3.7%Market Average Movement5.4%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.8%안정적인 주가: 1YM는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 1YM의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19705,462Masaru Wasamiwww.az-com-maruwa-hd.co.jp는 일본에서 물류 서비스를 제공합니다. 이 회사의 3PL 서비스에는 냉동 식품, 제약 및 의료, 상온 물류 서비스가 포함됩니다. 또한 문서 보관에서 폐기까지, 문서 관리, 창고 및 부동산 임대 지원 서비스 제공에도 관여하고 있습니다.더 보기AZ-COM MARUWA Holdings Inc. 기초 지표 요약AZ-COM MARUWA Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?1YM 기초 통계시가총액€631.54m순이익 (TTM)€40.10m매출 (TTM)€1.24b15.8x주가수익비율(P/E)0.5x주가매출비율(P/S)1YM는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표1YM 손익계산서 (TTM)매출JP¥230.53b매출원가JP¥208.46b총이익JP¥22.07b기타 비용JP¥14.62b순이익JP¥7.45b최근 보고된 실적Mar 31, 2026다음 실적 발표일Aug 05, 2026주당순이익(EPS)55.30총이익률9.57%순이익률3.23%부채/자본 비율79.9%1YM의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.7%현재 배당 수익률58%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/17 19:02종가2026/07/17 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스AZ-COM MARUWA Holdings Inc.는 9명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masayoshi YonezawaDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.Rintaro FujimotoMizuho Securities Co., Ltd.6명의 분석가 더 보기
공고 • Jun 06AZ-COM MARUWA Holdings Inc. to Report Q1, 2027 Results on Aug 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2027 results on Aug 05, 2026
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. 9 non-independent directors. Independent Outside Director Masahito Kamijo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • May 11AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026.
공고 • May 09AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2026 Results on May 11, 2026AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2026 results on May 11, 2026
공고 • Dec 06AZ-COM MARUWA Holdings Inc. to Report Q3, 2026 Results on Feb 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2026 results on Feb 05, 2026
공고 • Sep 25AZ-COM MARUWA Holdings Inc. to Report Q2, 2026 Results on Nov 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2026 results on Nov 05, 2025
공고 • Jun 06AZ-COM MARUWA Holdings Inc. to Report Q1, 2027 Results on Aug 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2027 results on Aug 05, 2026
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. 9 non-independent directors. Independent Outside Director Masahito Kamijo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • May 11AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2026.
공고 • May 09AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2026 Results on May 11, 2026AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2026 results on May 11, 2026
공고 • Dec 06AZ-COM MARUWA Holdings Inc. to Report Q3, 2026 Results on Feb 05, 2026AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2026 results on Feb 05, 2026
공고 • Sep 25AZ-COM MARUWA Holdings Inc. to Report Q2, 2026 Results on Nov 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2026 results on Nov 05, 2025
공고 • Jun 19AZ-COM MARUWA Holdings Inc. to Report Q1, 2026 Results on Aug 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2026 results on Aug 05, 2025
공고 • May 12+ 3 more updatesAZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2025AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 25, 2025.
공고 • Mar 12AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2025 Results on May 12, 2025AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2025 results on May 12, 2025
공고 • Dec 18AZ-COM MARUWA Holdings Inc. to Report Q3, 2025 Results on Feb 05, 2025AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2025 results on Feb 05, 2025
공고 • Nov 23AZ-COM MARUWA Holdings Inc. (TSE:9090) entered into share transfer agreement to acquire Lufi.Co., Ltd. from Ryuji Hirota and Yasuaki Watanabe.AZ-COM MARUWA Holdings Inc. (TSE:9090) entered into share transfer agreement to acquire Lufi.Co., Ltd. from Ryuji Hirota and Yasuaki Watanabe on November 21, 2024. For the period ending November 30, 2023, Lufi.Co., Ltd. reported total revenue of ¥3.53 billion, EBIT of ¥146 million and net income of ¥147 million. As of November 30, 2023, Lufi.Co., Ltd. reported total assets of ¥1.24 billion and total common equity of ¥636 million. The expected completion of the transaction is November 29, 2024.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥12.04 (vs JP¥19.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥12.04 (down from JP¥19.29 in 2Q 2024). Revenue: JP¥51.8b (up 5.6% from 2Q 2024). Net income: JP¥1.62b (down 33% from 2Q 2024). Profit margin: 3.1% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe.
공고 • Sep 23AZ-COM MARUWA Holdings Inc.(TSE:9090) dropped from FTSE All-World Index (USD)AZ-COM MARUWA Holdings Inc.(TSE:9090) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Sep 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.8%).
공고 • Sep 13AZ-COM MARUWA Holdings Inc. to Report Q2, 2025 Results on Nov 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2025 results on Nov 05, 2024
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥9.07 (vs JP¥16.82 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.07 (down from JP¥16.82 in 1Q 2024). Revenue: JP¥49.7b (up 4.5% from 1Q 2024). Net income: JP¥1.22b (down 42% from 1Q 2024). Profit margin: 2.5% (down from 4.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (7.2% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €7.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 33% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 257%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 21AZ-COM MARUWA Holdings Inc. to Report Q1, 2025 Results on Aug 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2025 results on Aug 05, 2024
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥70.88 (vs JP¥61.86 in FY 2023)Full year 2024 results: EPS: JP¥70.88 (up from JP¥61.86 in FY 2023). Revenue: JP¥198.6b (up 12% from FY 2023). Net income: JP¥9.12b (up 17% from FY 2023). Profit margin: 4.6% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
공고 • May 15AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 26, 2024AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.2%).
공고 • Mar 15AZ-COM MARUWA Holdings Inc. to Report Fiscal Year 2024 Results on May 13, 2024AZ-COM MARUWA Holdings Inc. announced that they will report fiscal year 2024 results on May 13, 2024
공고 • Feb 16+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided consolidated earnings guidance for the year ending March 31, 2024. For the year ending March 31, 2024, the company expects net sales of JPY 200,000 million, operating profit of JPY 14,500 million and profit attributable to owners of parent of JPY 9,380 million or JPY 72.91 per share.
Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: JP¥22.57 (vs JP¥20.85 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.57 (up from JP¥20.85 in 3Q 2023). Revenue: JP¥53.6b (up 9.4% from 3Q 2023). Net income: JP¥2.89b (up 10% from 3Q 2023). Profit margin: 5.4% (in line with 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jan 30Now 21% overvaluedOver the last 90 days, the stock has fallen 25% to €9.40. The fair value is estimated to be €7.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
공고 • Dec 20AZ-COM MARUWA Holdings Inc. to Report Q3, 2024 Results on Feb 05, 2024AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2024 results on Feb 05, 2024
New Risk • Dec 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (6.1% increase in shares outstanding).
공고 • Nov 22AZ-COM MARUWA Holdings Inc. has filed a Follow-on Equity Offering.AZ-COM MARUWA Holdings Inc. has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Securities Offered: 16,550,000
공고 • Nov 17+ 1 more updateAZ-COM MARUWA Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company revised Net sales forecast from JPY 200,000 million to JPY 200,000 million, Operating profit forecast from JPY 13,600 million to JPY 14,500 million, Profit attributable to owners of parent forecast from JPY 8,750 million to JPY 9,380 million and Earnings per share forecast from JPY 69.53 to JPY 74.53.
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥19.29 (vs JP¥14.18 in 2Q 2023)Second quarter 2024 results: EPS: JP¥19.29 (up from JP¥14.18 in 2Q 2023). Revenue: JP¥49.0b (up 13% from 2Q 2023). Net income: JP¥2.43b (up 36% from 2Q 2023). Profit margin: 5.0% (up from 4.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공고 • Sep 24AZ-COM MARUWA Holdings Inc. to Report Q2, 2024 Results on Nov 06, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q2, 2024 results on Nov 06, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥14.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).
공고 • Aug 11+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Second Quarter and Year End Dividend Guidance for the Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided second quarter and year end dividend guidance for the fiscal year ending March 31, 2024. For the second quarter, the company expected dividend of JPY 14 per share compared to JPY 11.75 per share paid a year ago. For the full year, the company expected year end dividend of JPY 14 per share compared to JPY 11.75 per share paid a year ago.
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥16.82 (vs JP¥13.25 in 1Q 2023)First quarter 2024 results: EPS: JP¥16.82 (up from JP¥13.25 in 1Q 2023). Revenue: JP¥47.5b (up 16% from 1Q 2023). Net income: JP¥2.12b (up 27% from 1Q 2023). Profit margin: 4.5% (up from 4.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공고 • Jun 26AZ-COM MARUWA Holdings Inc. to Report Q1, 2024 Results on Aug 02, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q1, 2024 results on Aug 02, 2023
공고 • May 26+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2023 and for Full Fiscal Year Ending March 31, 2024AZ-COM MARUWA Holdings Inc. provided consolidated Earnings Guidance for the Six months ending September 30, 2023 and for full Fiscal Year Ending March 31, 2024. For the six months, the company expects net sales of JPY 94,510 million, operating profit of JPY 5,380 million, profit attributable to owners of parent of JPY 3,410 million and earnings per share of JPY 27.10.For the period, the company expects net sales of JPY 200,000 million, operating profit of JPY 13,600 million, profit attributable to owners of parent of JPY 8,750 million and earnings per share of JPY 69.53.
공고 • May 13AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 27, 2023AZ-COM MARUWA Holdings Inc., Annual General Meeting, Jun 27, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥61.86 (vs JP¥48.72 in FY 2022)Full year 2023 results: EPS: JP¥61.86 (up from JP¥48.72 in FY 2022). Revenue: JP¥177.8b (up 34% from FY 2022). Net income: JP¥7.78b (up 27% from FY 2022). Profit margin: 4.4% (down from 4.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.75 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).
공고 • Feb 07+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023AZ-COM MARUWA Holdings Inc. provided earnings guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales of JPY 171,500 million, operating profit of JPY 11,130 million, profit attributable to owners of parent of JPY 7,380 million and earnings per share of JPY 58.68.
Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: JP¥20.85 (vs JP¥14.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.85 (up from JP¥14.59 in 3Q 2022). Revenue: JP¥49.0b (up 31% from 3Q 2022). Net income: JP¥2.62b (up 43% from 3Q 2022). Profit margin: 5.4% (up from 4.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Logistics industry in Europe.
공고 • Dec 23AZ-COM MARUWA Holdings Inc. to Report Q3, 2023 Results on Jan 31, 2023AZ-COM MARUWA Holdings Inc. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥14.18 (vs JP¥12.17 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.18 (up from JP¥12.17 in 2Q 2022). Revenue: JP¥43.4b (up 43% from 2Q 2022). Net income: JP¥1.78b (up 17% from 2Q 2022). Profit margin: 4.1% (down from 5.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% decline forecast for the Logistics industry in Europe.
Board Change • Nov 16Less 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. 6 non-independent directors. Independent Outside Director Katsunobu Motohashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Nov 07+ 1 more updateAZ-COM MARUWA Holdings Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023AZ-COM MARUWA Holdings Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of ¥171,500 million, operating profit of ¥11,130 million, profit attributable to owners of parent of ¥7,380 million and earnings per share of ¥58.68.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥14.18 (vs JP¥12.17 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.18 (up from JP¥12.17 in 2Q 2022). Revenue: JP¥43.4b (up 43% from 2Q 2022). Net income: JP¥1.78b (up 17% from 2Q 2022). Profit margin: 4.1% (down from 5.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.75 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.0%).
공고 • Sep 22Maruwa Unyu Kikan Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
공고 • Aug 08+ 1 more updateMaruwa Unyu Kikan Co.,Ltd. Provides Dividend Guidance for Second Quarter of Fiscal Year 2023 and for the Full Year Ending March 31, 2023Maruwa Unyu Kikan Co.,Ltd. expected to pay dividend of JPY 11.75 per share for the second quarter of fiscal year 2023 compared to JPY 9.50 per share paid a year ago.The company expected to pay dividend of JPY 11.75 per share for the full year ending March 31, 2023 compared to JPY 9.50 per share paid a year ago.
Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥13.25 (vs JP¥13.76 in 1Q 2022)First quarter 2023 results: EPS: JP¥13.25 (down from JP¥13.76 in 1Q 2022). Revenue: JP¥41.0b (up 40% from 1Q 2022). Net income: JP¥1.67b (down 3.7% from 1Q 2022). Profit margin: 4.1% (down from 5.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 2.6% growth forecast for the industry in Germany.
공고 • Jun 29Maruwa Unyu Kikan Co.,Ltd. (TSE:9090) agreed to acquire MK Logi Co., Ltd from Masakazu Baba for approximately ¥4070 million.Maruwa Unyu Kikan Co.,Ltd. (TSE:9090) agreed to acquire MK Logi Co., Ltd from Masakazu Baba for approximately ¥4070 million on June 27, 2022. Total shares to be acquired is 200. MK Logi Co., Ltd for year ending September, 2021 has revenues of ¥11,601 million, total assets of ¥3972 million and net assets of ¥372 million. Transaction is expected to close on July 29, 2022.
공고 • Jun 25Maruwa Unyu Kikan Co.,Ltd. to Report Q1, 2023 Results on Aug 01, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022
공고 • May 27+ 1 more updateMaruwa Unyu Kikan Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Year Ending March 31, 2023Maruwa Unyu Kikan Co.,Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and year ending March 31, 2023. For the six months, the company expects net sales of JPY 81,380 million, operating profit of JPY 4,720 million, profit attributable to owners of parent of JPY 3,250 million and earnings per share of JPY 25.85.For the year, the company expects net sales of JPY 171,500 million, operating profit of JPY 11,130 million, profit attributable to owners of parent of JPY 7,380 million and earnings per share of JPY 58.69.
공고 • May 12Maruwa Unyu Kikan Co.,Ltd., Annual General Meeting, Jun 27, 2022Maruwa Unyu Kikan Co.,Ltd., Annual General Meeting, Jun 27, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥48.72 (vs JP¥43.60 in FY 2021)Full year 2022 results: EPS: JP¥48.72 (up from JP¥43.60 in FY 2021). Revenue: JP¥133.0b (up 19% from FY 2021). Net income: JP¥6.13b (up 11% from FY 2021). Profit margin: 4.6% (down from 4.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. No independent directors (11 non-independent directors). Executive Officer, GM of Finance Division, Manager of Finance Division & Director Hiroshi Tanaka was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공고 • Apr 08Maruwa Unyu Kikan Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Maruwa Unyu Kikan Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Board Change • Apr 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. Executive Officer, GM of Finance Division, Manager of Finance Division & Director Hiroshi Tanaka was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
