Shoei (7839) 주식 개요쇼에이 주식회사는 SHOEI 브랜드로 전 세계 일반인 및 정부 기관용 오토바이 헬멧을 제조 및 판매하고 있습니다. 자세히 보기7839 펀더멘털 분석스노우플레이크 점수가치 평가1/6미래 성장4/6과거 실적3/6재무 건전성6/6배당4/6강점공정 가치 추정치보다 낮은 5.7% 에서 거래수익은 매년 10.43% 증가할 것으로 예상됩니다.위험 분석불안정한 배당 실적모든 위험 점검 보기7839 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW494,214 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 NarrativeBLINROAG494,214 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.84k29.0% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture048b2016201920222025202620282031Revenue JP¥47.7bEarnings JP¥9.3bAdvancedSet Fair ValueView all narrativesShoei Co., Ltd. 경쟁사G-TektSymbol: TSE:5970Market cap: JP¥88.5bTPRSymbol: TSE:6463Market cap: JP¥90.5bT.RADSymbol: TSE:7236Market cap: JP¥83.1bPress KogyoSymbol: TSE:7246Market cap: JP¥78.7b가격 이력 및 성과Shoei 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥1,835.0052주 최고가JP¥1,928.0052주 최저가JP¥1,551.00베타0.151개월 변동0.60%3개월 변동7.37%1년 변동1.72%3년 변동-28.35%5년 변동-13.14%IPO 이후 변동715.56%최근 뉴스 및 업데이트공고 • May 30Shoei Co., Ltd. to Report Q3, 2026 Results on Jul 31, 2026Shoei Co., Ltd. announced that they will report Q3, 2026 results on Jul 31, 2026분석 기사 • May 25Shoei's (TSE:7839) Soft Earnings Don't Show The Whole PictureThe market for Shoei Co., Ltd.'s ( TSE:7839 ) shares didn't move much after it posted weak earnings recently. We think...Declared Dividend • Apr 27Dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2026 Payment date: 25th December 2026 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 25Second quarter 2026 earnings released: EPS: JP¥32.48 (vs JP¥23.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.48 (up from JP¥23.52 in 2Q 2025). Revenue: JP¥7.49b (up 11% from 2Q 2025). Net income: JP¥1.67b (up 35% from 2Q 2025). Profit margin: 22% (up from 18% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.공고 • Apr 21Shoei Co., Ltd. to Report Q2, 2026 Results on Apr 24, 2026Shoei Co., Ltd. announced that they will report Q2, 2026 results on Apr 24, 2026Buy Or Sell Opportunity • Feb 20Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to JP¥1,704. The fair value is estimated to be JP¥2,179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.더 많은 업데이트 보기Recent updates공고 • May 30Shoei Co., Ltd. to Report Q3, 2026 Results on Jul 31, 2026Shoei Co., Ltd. announced that they will report Q3, 2026 results on Jul 31, 2026분석 기사 • May 25Shoei's (TSE:7839) Soft Earnings Don't Show The Whole PictureThe market for Shoei Co., Ltd.'s ( TSE:7839 ) shares didn't move much after it posted weak earnings recently. We think...Declared Dividend • Apr 27Dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2026 Payment date: 25th December 2026 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 25Second quarter 2026 earnings released: EPS: JP¥32.48 (vs JP¥23.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.48 (up from JP¥23.52 in 2Q 2025). Revenue: JP¥7.49b (up 11% from 2Q 2025). Net income: JP¥1.67b (up 35% from 2Q 2025). Profit margin: 22% (up from 18% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.공고 • Apr 21Shoei Co., Ltd. to Report Q2, 2026 Results on Apr 24, 2026Shoei Co., Ltd. announced that they will report Q2, 2026 results on Apr 24, 2026Buy Or Sell Opportunity • Feb 20Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to JP¥1,704. The fair value is estimated to be JP¥2,179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Buy Or Sell Opportunity • Feb 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to JP¥1,637. The fair value is estimated to be JP¥2,065, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Jan 31First quarter 2026 earnings released: EPS: JP¥28.09 (vs JP¥34.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥28.09 (down from JP¥34.33 in 1Q 2025). Revenue: JP¥7.51b (down 4.1% from 1Q 2025). Net income: JP¥1.47b (down 18% from 1Q 2025). Profit margin: 20% (down from 23% in 1Q 2025). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.공고 • Dec 27Shoei Co., Ltd. to Report Q1, 2026 Results on Jan 30, 2026Shoei Co., Ltd. announced that they will report Q1, 2026 results on Jan 30, 2026Reported Earnings • Dec 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥120 (down from JP¥140 in FY 2024). Revenue: JP¥32.4b (down 9.6% from FY 2024). Net income: JP¥6.32b (down 14% from FY 2024). Profit margin: 20% (down from 21% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공고 • Nov 28Shoei Co., Ltd. Proposes Dividend for the Year End, Payable on December 25, 2025SHOEI CO., LTD. hereby announces that at a meeting of the Board of Directors held on November 28, 2025, it passed a resolution regarding the distribution of dividends of JPY 60.00 per share from surplus with a record date of September 30, 2025, against previous dividend of JPY 70.00 per share. Details are as follows. The subject matter will be submitted to the 69th Annual General Meeting of Shareholders to be held on December 24, 2025. Total dividends is JPY 3,154,642,000, Effective date is December 25, 2025. Reason for the dividend amount; For the year-end dividend with a consolidated dividend payout ratio of 50% in accordance with its basic policy on profit distribution, the Company has decided to pay a year-end dividend of JPY 60 per share, as announced on November 14, 2025.분석 기사 • Nov 21Shoei's (TSE:7839) Conservative Accounting Might Explain Soft EarningsThe market was pleased with the recent earnings report from Shoei Co., Ltd. ( TSE:7839 ), despite the profit numbers...Reported Earnings • Nov 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥120 (down from JP¥140 in FY 2024). Revenue: JP¥32.4b (down 9.6% from FY 2024). Net income: JP¥6.32b (down 14% from FY 2024). Profit margin: 20% (down from 21% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공고 • Nov 14+ 1 more updateShoei Co., Ltd., Annual General Meeting, Dec 24, 2025Shoei Co., Ltd., Annual General Meeting, Dec 24, 2025.공고 • Sep 27Shoei Co., Ltd. to Report Fiscal Year 2025 Results on Nov 14, 2025Shoei Co., Ltd. announced that they will report fiscal year 2025 results on Nov 14, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥59.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 26 December 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%).Reported Earnings • Jul 31Third quarter 2025 earnings released: EPS: JP¥30.19 (vs JP¥35.89 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.19 (down from JP¥35.89 in 3Q 2024). Revenue: JP¥8.37b (down 7.4% from 3Q 2024). Net income: JP¥1.59b (down 16% from 3Q 2024). Profit margin: 19% (down from 21% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공고 • Jun 03Shoei Co., Ltd. to Report Q3, 2025 Results on Jul 30, 2025Shoei Co., Ltd. announced that they will report Q3, 2025 results on Jul 30, 2025Buy Or Sell Opportunity • May 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥1,564. The fair value is estimated to be JP¥1,960, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 9.8%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Price Target Changed • May 13Price target decreased by 14% to JP¥2,317Down from JP¥2,693, the current price target is an average from 3 analysts. New target price is 40% above last closing price of JP¥1,657. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥123 for next year compared to JP¥140 last year.Reported Earnings • Apr 26Second quarter 2025 earnings released: EPS: JP¥23.52 (vs JP¥34.72 in 2Q 2024)Second quarter 2025 results: EPS: JP¥23.52 (down from JP¥34.72 in 2Q 2024). Revenue: JP¥6.72b (down 19% from 2Q 2024). Net income: JP¥1.24b (down 32% from 2Q 2024). Profit margin: 18% (down from 22% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공고 • Mar 01Shoei Co., Ltd. to Report Q2, 2025 Results on Apr 25, 2025Shoei Co., Ltd. announced that they will report Q2, 2025 results on Apr 25, 2025Reported Earnings • Feb 01First quarter 2025 earnings released: EPS: JP¥34.33 (vs JP¥35.87 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.33 (down from JP¥35.87 in 1Q 2024). Revenue: JP¥7.84b (down 3.8% from 1Q 2024). Net income: JP¥1.80b (down 5.7% from 1Q 2024). Profit margin: 23% (in line with 1Q 2024). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Dec 31Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥140 (up from JP¥132 in FY 2023). Revenue: JP¥35.8b (up 6.5% from FY 2023). Net income: JP¥7.38b (up 4.4% from FY 2023). Profit margin: 21% (in line with FY 2023). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.7%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공고 • Dec 03Shoei Co., Ltd. to Report Q1, 2025 Results on Jan 31, 2025Shoei Co., Ltd. announced that they will report Q1, 2025 results on Jan 31, 2025Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,413, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 5.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,695 per share.New Risk • Nov 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% 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 Dividend is not well covered by cash flows (120% cash payout ratio). Share price has been volatile over the past 3 months (5.6% average weekly change).Price Target Changed • Nov 20Price target increased by 14% to JP¥2,693Up from JP¥2,360, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥2,360. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥132 for next year compared to JP¥132 last year.공고 • Nov 15Shoei Co., Ltd., Annual General Meeting, Dec 25, 2024Shoei Co., Ltd., Annual General Meeting, Dec 25, 2024.Upcoming Dividend • Sep 20Upcoming dividend of JP¥63.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 26 December 2024. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.5%).공고 • Sep 04Shoei Co., Ltd. to Report Fiscal Year 2024 Results on Nov 15, 2024Shoei Co., Ltd. announced that they will report fiscal year 2024 results on Nov 15, 2024Reported Earnings • Aug 02Third quarter 2024 earnings released: EPS: JP¥35.89 (vs JP¥41.59 in 3Q 2023)Third quarter 2024 results: EPS: JP¥35.89 (down from JP¥41.59 in 3Q 2023). Revenue: JP¥9.04b (down 3.6% from 3Q 2023). Net income: JP¥1.89b (down 16% from 3Q 2023). Profit margin: 21% (down from 24% in 3Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공고 • Jun 02Shoei Co., Ltd. to Report Q3, 2024 Results on Jul 31, 2024Shoei Co., Ltd. announced that they will report Q3, 2024 results on Jul 31, 2024분석 기사 • May 21Shoei's (TSE:7839) Profits May Not Reveal Underlying IssuesThe stock price didn't jump after Shoei Co., Ltd. ( TSE:7839 ) posted decent earnings last week. We did some digging...Reported Earnings • May 01Second quarter 2024 earnings released: EPS: JP¥34.72 (vs JP¥32.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥34.72 (up from JP¥32.49 in 2Q 2023). Revenue: JP¥8.31b (up 17% from 2Q 2023). Net income: JP¥1.83b (up 4.6% from 2Q 2023). Profit margin: 22% (down from 25% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.분석 기사 • Apr 29Shoei Co., Ltd.'s (TSE:7839) Intrinsic Value Is Potentially 47% Above Its Share PriceKey Insights The projected fair value for Shoei is JP¥3,029 based on 2 Stage Free Cash Flow to Equity Shoei is...분석 기사 • Mar 21Some Confidence Is Lacking In Shoei Co., Ltd.'s (TSE:7839) P/EWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...공고 • Feb 28Shoei Co., Ltd. to Report Q2, 2024 Results on Apr 26, 2024Shoei Co., Ltd. announced that they will report Q2, 2024 results on Apr 26, 2024Reported Earnings • Feb 02First quarter 2024 earnings released: EPS: JP¥35.87 (vs JP¥31.91 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.87 (up from JP¥31.91 in 1Q 2023). Revenue: JP¥8.15b (flat on 1Q 2023). Net income: JP¥1.91b (up 12% from 1Q 2023). Profit margin: 24% (up from 21% in 1Q 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Price Target Changed • Dec 21Price target decreased by 13% to JP¥2,633Down from JP¥3,017, the current price target is an average from 3 analysts. New target price is 42% above last closing price of JP¥1,858. Stock is down 28% over the past year. The company is forecast to post earnings per share of JP¥136 for next year compared to JP¥132 last year.공고 • Dec 08Shoei Co., Ltd. to Report Q1, 2024 Results on Jan 30, 2024Shoei Co., Ltd. announced that they will report Q1, 2024 results on Jan 30, 2024공고 • Nov 17Shoei Co., Ltd., Annual General Meeting, Dec 22, 2023Shoei Co., Ltd., Annual General Meeting, Dec 22, 2023.Reported Earnings • Nov 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥132 (up from JP¥112 in FY 2022). Revenue: JP¥33.6b (up 16% from FY 2022). Net income: JP¥7.07b (up 17% from FY 2022). Profit margin: 21% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.3%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. 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 3% per year, which means it is significantly lagging earnings growth.공고 • Nov 17Shoei Co., Ltd. (TSE:7839) announces an Equity Buyback for 1,200,000 shares, representing 2.24% for ¥2,000 million.Shoei Co., Ltd. (TSE:7839) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 common stock, representing 2.24% of its issued share capital, for ¥2,000 million. The purpose of the program is improve profitability, enhance shareholder returns, and implement capital policies flexibly in response to changes in the business environment. The program is valid till March 31, 2024. As of October 31, 2023, the company had 53,553,208 shares issued (excluding treasury stock) and 160,508 shares in treasury.Buying Opportunity • Nov 15Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥2,507, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 3.2% per annum over the same time period.Buying Opportunity • Oct 30Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥2,530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 3.2% per annum over the same time period.Upcoming Dividend • Sep 21Upcoming dividend of JP¥76.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 26 December 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.5%).공고 • Sep 02Shoei Co., Ltd. to Report Fiscal Year 2023 Results on Nov 15, 2023Shoei Co., Ltd. announced that they will report fiscal year 2023 results on Nov 15, 2023Major Estimate Revision • Aug 04Consensus EPS estimates increase by 23%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥124 to JP¥153. Revenue forecast unchanged at JP¥34.0b. Net income forecast to grow 0.3% next year vs 19% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥2,883 to JP¥3,017. Share price fell 3.0% to JP¥2,501 over the past week.Reported Earnings • Jul 29Third quarter 2023 earnings released: EPS: JP¥41.59 (vs JP¥30.85 in 3Q 2022)Third quarter 2023 results: EPS: JP¥41.59 (up from JP¥30.85 in 3Q 2022). Revenue: JP¥9.38b (up 22% from 3Q 2022). Net income: JP¥2.23b (up 35% from 3Q 2022). Profit margin: 24% (up from 22% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 23% per year.공고 • Jul 29Shoei Co., Ltd. (TSE:7839) announces an Equity Buyback for 140,000 shares, representing 0.26% for ¥400 million.Shoei Co., Ltd. (TSE:7839) announces a share repurchase program. Under the program, the company will repurchase up to 140,000 common stock, representing 0.26% of its issued share capital for ¥400 million. The purpose of the program is improvement of the company's corporate value and further share value with shareholders. The repurchased shares will be used to deliver in connection with a new stock compensation system. The program is valid till August 31, 2023. As of June 30, 2023, the company had 53,684,608 shares issued (excluding treasury stock) and 29,108 shares in treasury.공고 • May 28Shoei Co., Ltd. to Report Q3, 2023 Results on Jul 28, 2023Shoei Co., Ltd. announced that they will report Q3, 2023 results on Jul 28, 2023Reported Earnings • Apr 28Second quarter 2023 earnings released: EPS: JP¥159,765 (vs JP¥21.47 in 2Q 2022)Second quarter 2023 results: EPS: JP¥159,765 (up from JP¥21.47 in 2Q 2022). Revenue: JP¥7.10b (up 17% from 2Q 2022). Net income: JP¥1.74b (up 51% from 2Q 2022). Profit margin: 25% (up from 19% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 37% per year.Reported Earnings • Jan 28First quarter 2023 earnings released: EPS: JP¥63.81 (vs JP¥58.25 in 1Q 2022)First quarter 2023 results: EPS: JP¥63.81 (up from JP¥58.25 in 1Q 2022). Revenue: JP¥8.12b (up 10% from 1Q 2022). Net income: JP¥1.71b (up 9.6% from 1Q 2022). Profit margin: 21% (in line with 1Q 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 27% per year.Reported Earnings • Dec 28Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥224 (up from JP¥164 in FY 2021). Revenue: JP¥29.0b (up 22% from FY 2021). Net income: JP¥6.02b (up 37% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 26% per year.공고 • Nov 30Shoei Co., Ltd. to Report Q1, 2023 Results on Jan 27, 2023Shoei Co., Ltd. announced that they will report Q1, 2023 results on Jan 27, 2023Reported Earnings • Nov 18Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥224 (up from JP¥164 in FY 2021). Revenue: JP¥29.0b (up 22% from FY 2021). Net income: JP¥6.02b (up 37% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.공고 • Nov 17Shoei Co., Ltd., Annual General Meeting, Dec 23, 2022Shoei Co., Ltd., Annual General Meeting, Dec 23, 2022.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Keiichiro Kobayashi was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공고 • Oct 01Shoei Co., Ltd., Annual General Meeting, Oct 24, 2022Shoei Co., Ltd., Annual General Meeting, Oct 24, 2022.Upcoming Dividend • Sep 22Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 24 December 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).공고 • Sep 01Shoei Co., Ltd. to Report Q4, 2022 Results on Nov 15, 2022Shoei Co., Ltd. announced that they will report Q4, 2022 results on Nov 15, 2022Price Target Changed • Aug 02Price target increased to JP¥6,100Up from JP¥5,667, the current price target is an average from 4 analysts. New target price is 6.5% above last closing price of JP¥5,730. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥213 for next year compared to JP¥164 last year.Reported Earnings • Jul 30Third quarter 2022 earnings released: EPS: JP¥61.69 (vs JP¥55.81 in 3Q 2021)Third quarter 2022 results: EPS: JP¥61.69 (up from JP¥55.81 in 3Q 2021). Revenue: JP¥7.69b (up 14% from 3Q 2021). Net income: JP¥1.66b (up 10% from 3Q 2021). Profit margin: 22% (in line with 3Q 2021). Over the next year, revenue is forecast to grow 9.2%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jun 03Shoei Co., Ltd. to Report Q3, 2022 Results on Jul 27, 2022Shoei Co., Ltd. announced that they will report Q3, 2022 results on Jul 27, 2022Reported Earnings • Apr 30Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥42.95 (up from JP¥34.56 in 2Q 2021). Revenue: JP¥6.09b (up 22% from 2Q 2021). Net income: JP¥1.15b (up 24% from 2Q 2021). Profit margin: 19% (in line with 2Q 2021). Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 8.0%, compared to a 10% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.Price Target Changed • Apr 27Price target increased to JP¥5,833Up from JP¥5,267, the current price target is an average from 4 analysts. New target price is 22% above last closing price of JP¥4,780. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥188 for next year compared to JP¥164 last 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. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Keiichiro Kobayashi was the last director to join the board, commencing their role in 2014. 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 08Shoei Co., Ltd. to Report Q2, 2022 Results on Apr 27, 2022Shoei Co., Ltd. announced that they will report Q2, 2022 results on Apr 27, 2022Reported Earnings • Jan 28First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥58.25 (up from JP¥37.29 in 1Q 2021). Revenue: JP¥7.35b (up 27% from 1Q 2021). Net income: JP¥1.56b (up 56% from 1Q 2021). Profit margin: 21% (up from 17% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 8.4%, compared to a 6.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Dec 14Price target increased to JP¥5,833Up from JP¥5,267, the current price target is an average from 4 analysts. New target price is 19% above last closing price of JP¥4,915. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥188 for next year compared to JP¥164 last year.Reported Earnings • Nov 15Full year 2021 earnings released: EPS JP¥164 (vs JP¥124 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥23.8b (up 22% from FY 2020). Net income: JP¥4.41b (up 32% from FY 2020). Profit margin: 19% (up from 17% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥66.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 25 December 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.5%).공고 • Aug 06Shoei Co., Ltd. (TSE:7839) announces an Equity Buyback for 80,000 shares, representing 0.3% for ¥400 million.Shoei Co., Ltd. (TSE:7839) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 common stock, representing 0.3% of its issued share capital for ¥400 million. The purpose of the program is improvement of the company's corporate value and further share value with shareholders. The repurchased shares will be used to deliver in connection with a new stock compensation system. The program is valid till September 30, 2021. As of June 30, 2021, the company had 26,856,666 shares issued (excluding treasury stock) and 192 shares in treasury.Price Target Changed • Aug 03Price target increased to JP¥5,267Up from JP¥4,867, the current price target is an average from 4 analysts. New target price is 12% above last closing price of JP¥4,715. Stock is up 65% over the past year.Reported Earnings • Jul 29Third quarter 2021 earnings released: EPS JP¥55.81 (vs JP¥39.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.78b (up 28% from 3Q 2020). Net income: JP¥1.50b (up 43% from 3Q 2020). Profit margin: 22% (up from 20% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 20Price target increased to JP¥4,867Up from JP¥4,433, the current price target is an average from 4 analysts. New target price is 23% above last closing price of JP¥3,965. Stock is up 73% over the past year.Reported Earnings • Apr 30Second quarter 2021 earnings released: EPS JP¥34.56 (vs JP¥24.36 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥4.98b (up 19% from 2Q 2020). Net income: JP¥928.0m (up 42% from 2Q 2020). Profit margin: 19% (up from 16% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.공고 • Mar 10Shoei Co., Ltd. to Report Q2, 2021 Results on Apr 28, 2021Shoei Co., Ltd. announced that they will report Q2, 2021 results on Apr 28, 2021Reported Earnings • Feb 17First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: JP¥5.77b (up 29% from 1Q 2020). Net income: JP¥1.00b (up 32% from 1Q 2020). Profit margin: 17% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 17New 90-day high: JP¥4,385The company is up 27% from its price of JP¥3,440 on 18 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,190 per share.Analyst Estimate Surprise Post Earnings • Feb 17Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 15%, compared to a 8.8% growth forecast for the Auto Components industry in Japan.Reported Earnings • Jan 28First quarter 2021 earnings released: EPS JP¥37.29 (vs JP¥27.49 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: JP¥5.77b (up 29% from 1Q 2020). Net income: JP¥1.00b (up 32% from 1Q 2020). Profit margin: 17% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Jan 28Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 14%, compared to a 7.8% growth forecast for the Auto Components industry in Japan.Is New 90 Day High Low • Jan 18New 90-day high: JP¥4,185The company is up 32% from its price of JP¥3,170 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,134 per share.Is New 90 Day High Low • Dec 23New 90-day high: JP¥3,935The company is up 13% from its price of JP¥3,485 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Auto Components industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,190 per share.Is New 90 Day High Low • Dec 02New 90-day high: JP¥3,795The company is up 16% from its price of JP¥3,270 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,724 per share.Price Target Changed • Dec 01Price target raised to JP¥3,465Up from JP¥3,165, the current price target is an average from 2 analysts. The new target price is close to the current share price of JP¥3,645. As of last close, the stock is up 46% over the past year.공고 • Nov 16Shoei Co., Ltd., Annual General Meeting, Dec 24, 2020Shoei Co., Ltd., Annual General Meeting, Dec 24, 2020.주주 수익률7839JP Auto ComponentsJP 시장7D0.9%-1.9%-0.9%1Y1.7%51.0%42.9%전체 주주 수익률 보기수익률 대 산업: 7839은 지난 1년 동안 51%의 수익을 기록한 JP Auto Components 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 7839은 지난 1년 동안 42.9%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 7839's price volatile compared to industry and market?7839 volatility7839 Average Weekly Movement4.3%Auto Components Industry Average Movement4.2%Market Average Movement4.2%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%안정적인 주가: 7839는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 7839의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1959670Kenichiro Ishidawww.shoei.com쇼에이 주식회사는 SHOEI 브랜드로 일반 대중과 정부 기관을 위한 오토바이 헬멧을 전 세계에 제조 및 판매하고 있습니다. 이 회사는 풀 페이스, 시스템, 제트, 오프로드 및 시험용 헬멧을 제공합니다. 온라인으로 제품을 제공합니다.더 보기Shoei Co., Ltd. 기초 지표 요약Shoei의 순이익과 매출은 시가총액과 어떻게 비교됩니까?7839 기초 통계시가총액JP¥91.40b순이익 (TTM)JP¥6.42b매출 (TTM)JP¥32.80b14.2x주가수익비율(P/E)2.8x주가매출비율(P/S)7839는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표7839 손익계산서 (TTM)매출JP¥32.80b매출원가JP¥17.37b총이익JP¥15.43b기타 비용JP¥9.01b순이익JP¥6.42b최근 보고된 실적Mar 31, 2026다음 실적 발표일Jul 31, 2026주당순이익(EPS)128.95총이익률47.04%순이익률19.58%부채/자본 비율0%7839의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.3%현재 배당 수익률49%배당 성향7839는 안정적으로 배당을 지급합니까?7839 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 7839를 매수해야 하나요?Shoei 배당 일정배당락일Sep 29 2026배당 지급일Dec 25 2026배당락일까지 남은 일수77 days배당 지급일까지 남은 일수164 days7839는 안정적으로 배당을 지급합니까?7839 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/13 17:31종가2026/07/13 00:00수익2026/03/31연간 수익2025/09/30데이터 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 소스Shoei Co., Ltd.는 5명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Zhaoxiang YenCapital Securities CorporationYusuke MiuraDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.2명의 분석가 더 보기
공고 • May 30Shoei Co., Ltd. to Report Q3, 2026 Results on Jul 31, 2026Shoei Co., Ltd. announced that they will report Q3, 2026 results on Jul 31, 2026
분석 기사 • May 25Shoei's (TSE:7839) Soft Earnings Don't Show The Whole PictureThe market for Shoei Co., Ltd.'s ( TSE:7839 ) shares didn't move much after it posted weak earnings recently. We think...
Declared Dividend • Apr 27Dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2026 Payment date: 25th December 2026 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 25Second quarter 2026 earnings released: EPS: JP¥32.48 (vs JP¥23.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.48 (up from JP¥23.52 in 2Q 2025). Revenue: JP¥7.49b (up 11% from 2Q 2025). Net income: JP¥1.67b (up 35% from 2Q 2025). Profit margin: 22% (up from 18% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
공고 • Apr 21Shoei Co., Ltd. to Report Q2, 2026 Results on Apr 24, 2026Shoei Co., Ltd. announced that they will report Q2, 2026 results on Apr 24, 2026
Buy Or Sell Opportunity • Feb 20Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to JP¥1,704. The fair value is estimated to be JP¥2,179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
공고 • May 30Shoei Co., Ltd. to Report Q3, 2026 Results on Jul 31, 2026Shoei Co., Ltd. announced that they will report Q3, 2026 results on Jul 31, 2026
분석 기사 • May 25Shoei's (TSE:7839) Soft Earnings Don't Show The Whole PictureThe market for Shoei Co., Ltd.'s ( TSE:7839 ) shares didn't move much after it posted weak earnings recently. We think...
Declared Dividend • Apr 27Dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2026 Payment date: 25th December 2026 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 25Second quarter 2026 earnings released: EPS: JP¥32.48 (vs JP¥23.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.48 (up from JP¥23.52 in 2Q 2025). Revenue: JP¥7.49b (up 11% from 2Q 2025). Net income: JP¥1.67b (up 35% from 2Q 2025). Profit margin: 22% (up from 18% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
공고 • Apr 21Shoei Co., Ltd. to Report Q2, 2026 Results on Apr 24, 2026Shoei Co., Ltd. announced that they will report Q2, 2026 results on Apr 24, 2026
Buy Or Sell Opportunity • Feb 20Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to JP¥1,704. The fair value is estimated to be JP¥2,179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Buy Or Sell Opportunity • Feb 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to JP¥1,637. The fair value is estimated to be JP¥2,065, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Jan 31First quarter 2026 earnings released: EPS: JP¥28.09 (vs JP¥34.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥28.09 (down from JP¥34.33 in 1Q 2025). Revenue: JP¥7.51b (down 4.1% from 1Q 2025). Net income: JP¥1.47b (down 18% from 1Q 2025). Profit margin: 20% (down from 23% in 1Q 2025). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
공고 • Dec 27Shoei Co., Ltd. to Report Q1, 2026 Results on Jan 30, 2026Shoei Co., Ltd. announced that they will report Q1, 2026 results on Jan 30, 2026
Reported Earnings • Dec 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥120 (down from JP¥140 in FY 2024). Revenue: JP¥32.4b (down 9.6% from FY 2024). Net income: JP¥6.32b (down 14% from FY 2024). Profit margin: 20% (down from 21% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공고 • Nov 28Shoei Co., Ltd. Proposes Dividend for the Year End, Payable on December 25, 2025SHOEI CO., LTD. hereby announces that at a meeting of the Board of Directors held on November 28, 2025, it passed a resolution regarding the distribution of dividends of JPY 60.00 per share from surplus with a record date of September 30, 2025, against previous dividend of JPY 70.00 per share. Details are as follows. The subject matter will be submitted to the 69th Annual General Meeting of Shareholders to be held on December 24, 2025. Total dividends is JPY 3,154,642,000, Effective date is December 25, 2025. Reason for the dividend amount; For the year-end dividend with a consolidated dividend payout ratio of 50% in accordance with its basic policy on profit distribution, the Company has decided to pay a year-end dividend of JPY 60 per share, as announced on November 14, 2025.
분석 기사 • Nov 21Shoei's (TSE:7839) Conservative Accounting Might Explain Soft EarningsThe market was pleased with the recent earnings report from Shoei Co., Ltd. ( TSE:7839 ), despite the profit numbers...
Reported Earnings • Nov 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥120 (down from JP¥140 in FY 2024). Revenue: JP¥32.4b (down 9.6% from FY 2024). Net income: JP¥6.32b (down 14% from FY 2024). Profit margin: 20% (down from 21% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.9%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공고 • Nov 14+ 1 more updateShoei Co., Ltd., Annual General Meeting, Dec 24, 2025Shoei Co., Ltd., Annual General Meeting, Dec 24, 2025.
공고 • Sep 27Shoei Co., Ltd. to Report Fiscal Year 2025 Results on Nov 14, 2025Shoei Co., Ltd. announced that they will report fiscal year 2025 results on Nov 14, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥59.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 26 December 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%).
Reported Earnings • Jul 31Third quarter 2025 earnings released: EPS: JP¥30.19 (vs JP¥35.89 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.19 (down from JP¥35.89 in 3Q 2024). Revenue: JP¥8.37b (down 7.4% from 3Q 2024). Net income: JP¥1.59b (down 16% from 3Q 2024). Profit margin: 19% (down from 21% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공고 • Jun 03Shoei Co., Ltd. to Report Q3, 2025 Results on Jul 30, 2025Shoei Co., Ltd. announced that they will report Q3, 2025 results on Jul 30, 2025
Buy Or Sell Opportunity • May 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥1,564. The fair value is estimated to be JP¥1,960, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 9.8%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Price Target Changed • May 13Price target decreased by 14% to JP¥2,317Down from JP¥2,693, the current price target is an average from 3 analysts. New target price is 40% above last closing price of JP¥1,657. Stock is down 20% over the past year. The company is forecast to post earnings per share of JP¥123 for next year compared to JP¥140 last year.
Reported Earnings • Apr 26Second quarter 2025 earnings released: EPS: JP¥23.52 (vs JP¥34.72 in 2Q 2024)Second quarter 2025 results: EPS: JP¥23.52 (down from JP¥34.72 in 2Q 2024). Revenue: JP¥6.72b (down 19% from 2Q 2024). Net income: JP¥1.24b (down 32% from 2Q 2024). Profit margin: 18% (down from 22% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공고 • Mar 01Shoei Co., Ltd. to Report Q2, 2025 Results on Apr 25, 2025Shoei Co., Ltd. announced that they will report Q2, 2025 results on Apr 25, 2025
Reported Earnings • Feb 01First quarter 2025 earnings released: EPS: JP¥34.33 (vs JP¥35.87 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.33 (down from JP¥35.87 in 1Q 2024). Revenue: JP¥7.84b (down 3.8% from 1Q 2024). Net income: JP¥1.80b (down 5.7% from 1Q 2024). Profit margin: 23% (in line with 1Q 2024). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Dec 31Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥140 (up from JP¥132 in FY 2023). Revenue: JP¥35.8b (up 6.5% from FY 2023). Net income: JP¥7.38b (up 4.4% from FY 2023). Profit margin: 21% (in line with FY 2023). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.7%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공고 • Dec 03Shoei Co., Ltd. to Report Q1, 2025 Results on Jan 31, 2025Shoei Co., Ltd. announced that they will report Q1, 2025 results on Jan 31, 2025
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,413, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 5.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,695 per share.
New Risk • Nov 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% 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 Dividend is not well covered by cash flows (120% cash payout ratio). Share price has been volatile over the past 3 months (5.6% average weekly change).
Price Target Changed • Nov 20Price target increased by 14% to JP¥2,693Up from JP¥2,360, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥2,360. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥132 for next year compared to JP¥132 last year.
공고 • Nov 15Shoei Co., Ltd., Annual General Meeting, Dec 25, 2024Shoei Co., Ltd., Annual General Meeting, Dec 25, 2024.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥63.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 26 December 2024. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.5%).
공고 • Sep 04Shoei Co., Ltd. to Report Fiscal Year 2024 Results on Nov 15, 2024Shoei Co., Ltd. announced that they will report fiscal year 2024 results on Nov 15, 2024
Reported Earnings • Aug 02Third quarter 2024 earnings released: EPS: JP¥35.89 (vs JP¥41.59 in 3Q 2023)Third quarter 2024 results: EPS: JP¥35.89 (down from JP¥41.59 in 3Q 2023). Revenue: JP¥9.04b (down 3.6% from 3Q 2023). Net income: JP¥1.89b (down 16% from 3Q 2023). Profit margin: 21% (down from 24% in 3Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공고 • Jun 02Shoei Co., Ltd. to Report Q3, 2024 Results on Jul 31, 2024Shoei Co., Ltd. announced that they will report Q3, 2024 results on Jul 31, 2024
분석 기사 • May 21Shoei's (TSE:7839) Profits May Not Reveal Underlying IssuesThe stock price didn't jump after Shoei Co., Ltd. ( TSE:7839 ) posted decent earnings last week. We did some digging...
Reported Earnings • May 01Second quarter 2024 earnings released: EPS: JP¥34.72 (vs JP¥32.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥34.72 (up from JP¥32.49 in 2Q 2023). Revenue: JP¥8.31b (up 17% from 2Q 2023). Net income: JP¥1.83b (up 4.6% from 2Q 2023). Profit margin: 22% (down from 25% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
분석 기사 • Apr 29Shoei Co., Ltd.'s (TSE:7839) Intrinsic Value Is Potentially 47% Above Its Share PriceKey Insights The projected fair value for Shoei is JP¥3,029 based on 2 Stage Free Cash Flow to Equity Shoei is...
분석 기사 • Mar 21Some Confidence Is Lacking In Shoei Co., Ltd.'s (TSE:7839) P/EWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...
공고 • Feb 28Shoei Co., Ltd. to Report Q2, 2024 Results on Apr 26, 2024Shoei Co., Ltd. announced that they will report Q2, 2024 results on Apr 26, 2024
Reported Earnings • Feb 02First quarter 2024 earnings released: EPS: JP¥35.87 (vs JP¥31.91 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.87 (up from JP¥31.91 in 1Q 2023). Revenue: JP¥8.15b (flat on 1Q 2023). Net income: JP¥1.91b (up 12% from 1Q 2023). Profit margin: 24% (up from 21% in 1Q 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Price Target Changed • Dec 21Price target decreased by 13% to JP¥2,633Down from JP¥3,017, the current price target is an average from 3 analysts. New target price is 42% above last closing price of JP¥1,858. Stock is down 28% over the past year. The company is forecast to post earnings per share of JP¥136 for next year compared to JP¥132 last year.
공고 • Dec 08Shoei Co., Ltd. to Report Q1, 2024 Results on Jan 30, 2024Shoei Co., Ltd. announced that they will report Q1, 2024 results on Jan 30, 2024
공고 • Nov 17Shoei Co., Ltd., Annual General Meeting, Dec 22, 2023Shoei Co., Ltd., Annual General Meeting, Dec 22, 2023.
Reported Earnings • Nov 17Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥132 (up from JP¥112 in FY 2022). Revenue: JP¥33.6b (up 16% from FY 2022). Net income: JP¥7.07b (up 17% from FY 2022). Profit margin: 21% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.3%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. 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 3% per year, which means it is significantly lagging earnings growth.
공고 • Nov 17Shoei Co., Ltd. (TSE:7839) announces an Equity Buyback for 1,200,000 shares, representing 2.24% for ¥2,000 million.Shoei Co., Ltd. (TSE:7839) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 common stock, representing 2.24% of its issued share capital, for ¥2,000 million. The purpose of the program is improve profitability, enhance shareholder returns, and implement capital policies flexibly in response to changes in the business environment. The program is valid till March 31, 2024. As of October 31, 2023, the company had 53,553,208 shares issued (excluding treasury stock) and 160,508 shares in treasury.
Buying Opportunity • Nov 15Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥2,507, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 3.2% per annum over the same time period.
Buying Opportunity • Oct 30Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥2,530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 3.2% per annum over the same time period.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥76.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 26 December 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.5%).
공고 • Sep 02Shoei Co., Ltd. to Report Fiscal Year 2023 Results on Nov 15, 2023Shoei Co., Ltd. announced that they will report fiscal year 2023 results on Nov 15, 2023
Major Estimate Revision • Aug 04Consensus EPS estimates increase by 23%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥124 to JP¥153. Revenue forecast unchanged at JP¥34.0b. Net income forecast to grow 0.3% next year vs 19% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥2,883 to JP¥3,017. Share price fell 3.0% to JP¥2,501 over the past week.
Reported Earnings • Jul 29Third quarter 2023 earnings released: EPS: JP¥41.59 (vs JP¥30.85 in 3Q 2022)Third quarter 2023 results: EPS: JP¥41.59 (up from JP¥30.85 in 3Q 2022). Revenue: JP¥9.38b (up 22% from 3Q 2022). Net income: JP¥2.23b (up 35% from 3Q 2022). Profit margin: 24% (up from 22% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 23% per year.
공고 • Jul 29Shoei Co., Ltd. (TSE:7839) announces an Equity Buyback for 140,000 shares, representing 0.26% for ¥400 million.Shoei Co., Ltd. (TSE:7839) announces a share repurchase program. Under the program, the company will repurchase up to 140,000 common stock, representing 0.26% of its issued share capital for ¥400 million. The purpose of the program is improvement of the company's corporate value and further share value with shareholders. The repurchased shares will be used to deliver in connection with a new stock compensation system. The program is valid till August 31, 2023. As of June 30, 2023, the company had 53,684,608 shares issued (excluding treasury stock) and 29,108 shares in treasury.
공고 • May 28Shoei Co., Ltd. to Report Q3, 2023 Results on Jul 28, 2023Shoei Co., Ltd. announced that they will report Q3, 2023 results on Jul 28, 2023
Reported Earnings • Apr 28Second quarter 2023 earnings released: EPS: JP¥159,765 (vs JP¥21.47 in 2Q 2022)Second quarter 2023 results: EPS: JP¥159,765 (up from JP¥21.47 in 2Q 2022). Revenue: JP¥7.10b (up 17% from 2Q 2022). Net income: JP¥1.74b (up 51% from 2Q 2022). Profit margin: 25% (up from 19% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 37% per year.
Reported Earnings • Jan 28First quarter 2023 earnings released: EPS: JP¥63.81 (vs JP¥58.25 in 1Q 2022)First quarter 2023 results: EPS: JP¥63.81 (up from JP¥58.25 in 1Q 2022). Revenue: JP¥8.12b (up 10% from 1Q 2022). Net income: JP¥1.71b (up 9.6% from 1Q 2022). Profit margin: 21% (in line with 1Q 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 27% per year.
Reported Earnings • Dec 28Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥224 (up from JP¥164 in FY 2021). Revenue: JP¥29.0b (up 22% from FY 2021). Net income: JP¥6.02b (up 37% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 26% per year.
공고 • Nov 30Shoei Co., Ltd. to Report Q1, 2023 Results on Jan 27, 2023Shoei Co., Ltd. announced that they will report Q1, 2023 results on Jan 27, 2023
Reported Earnings • Nov 18Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥224 (up from JP¥164 in FY 2021). Revenue: JP¥29.0b (up 22% from FY 2021). Net income: JP¥6.02b (up 37% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Nov 17Shoei Co., Ltd., Annual General Meeting, Dec 23, 2022Shoei Co., Ltd., Annual General Meeting, Dec 23, 2022.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Keiichiro Kobayashi was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공고 • Oct 01Shoei Co., Ltd., Annual General Meeting, Oct 24, 2022Shoei Co., Ltd., Annual General Meeting, Oct 24, 2022.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 24 December 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).
공고 • Sep 01Shoei Co., Ltd. to Report Q4, 2022 Results on Nov 15, 2022Shoei Co., Ltd. announced that they will report Q4, 2022 results on Nov 15, 2022
Price Target Changed • Aug 02Price target increased to JP¥6,100Up from JP¥5,667, the current price target is an average from 4 analysts. New target price is 6.5% above last closing price of JP¥5,730. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥213 for next year compared to JP¥164 last year.
Reported Earnings • Jul 30Third quarter 2022 earnings released: EPS: JP¥61.69 (vs JP¥55.81 in 3Q 2021)Third quarter 2022 results: EPS: JP¥61.69 (up from JP¥55.81 in 3Q 2021). Revenue: JP¥7.69b (up 14% from 3Q 2021). Net income: JP¥1.66b (up 10% from 3Q 2021). Profit margin: 22% (in line with 3Q 2021). Over the next year, revenue is forecast to grow 9.2%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jun 03Shoei Co., Ltd. to Report Q3, 2022 Results on Jul 27, 2022Shoei Co., Ltd. announced that they will report Q3, 2022 results on Jul 27, 2022
Reported Earnings • Apr 30Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥42.95 (up from JP¥34.56 in 2Q 2021). Revenue: JP¥6.09b (up 22% from 2Q 2021). Net income: JP¥1.15b (up 24% from 2Q 2021). Profit margin: 19% (in line with 2Q 2021). Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 8.0%, compared to a 10% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.
Price Target Changed • Apr 27Price target increased to JP¥5,833Up from JP¥5,267, the current price target is an average from 4 analysts. New target price is 22% above last closing price of JP¥4,780. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥188 for next year compared to JP¥164 last 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. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Keiichiro Kobayashi was the last director to join the board, commencing their role in 2014. 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 08Shoei Co., Ltd. to Report Q2, 2022 Results on Apr 27, 2022Shoei Co., Ltd. announced that they will report Q2, 2022 results on Apr 27, 2022
Reported Earnings • Jan 28First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥58.25 (up from JP¥37.29 in 1Q 2021). Revenue: JP¥7.35b (up 27% from 1Q 2021). Net income: JP¥1.56b (up 56% from 1Q 2021). Profit margin: 21% (up from 17% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 8.4%, compared to a 6.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Dec 14Price target increased to JP¥5,833Up from JP¥5,267, the current price target is an average from 4 analysts. New target price is 19% above last closing price of JP¥4,915. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥188 for next year compared to JP¥164 last year.
Reported Earnings • Nov 15Full year 2021 earnings released: EPS JP¥164 (vs JP¥124 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥23.8b (up 22% from FY 2020). Net income: JP¥4.41b (up 32% from FY 2020). Profit margin: 19% (up from 17% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥66.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 25 December 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.5%).
공고 • Aug 06Shoei Co., Ltd. (TSE:7839) announces an Equity Buyback for 80,000 shares, representing 0.3% for ¥400 million.Shoei Co., Ltd. (TSE:7839) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 common stock, representing 0.3% of its issued share capital for ¥400 million. The purpose of the program is improvement of the company's corporate value and further share value with shareholders. The repurchased shares will be used to deliver in connection with a new stock compensation system. The program is valid till September 30, 2021. As of June 30, 2021, the company had 26,856,666 shares issued (excluding treasury stock) and 192 shares in treasury.
Price Target Changed • Aug 03Price target increased to JP¥5,267Up from JP¥4,867, the current price target is an average from 4 analysts. New target price is 12% above last closing price of JP¥4,715. Stock is up 65% over the past year.
Reported Earnings • Jul 29Third quarter 2021 earnings released: EPS JP¥55.81 (vs JP¥39.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥6.78b (up 28% from 3Q 2020). Net income: JP¥1.50b (up 43% from 3Q 2020). Profit margin: 22% (up from 20% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 20Price target increased to JP¥4,867Up from JP¥4,433, the current price target is an average from 4 analysts. New target price is 23% above last closing price of JP¥3,965. Stock is up 73% over the past year.
Reported Earnings • Apr 30Second quarter 2021 earnings released: EPS JP¥34.56 (vs JP¥24.36 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥4.98b (up 19% from 2Q 2020). Net income: JP¥928.0m (up 42% from 2Q 2020). Profit margin: 19% (up from 16% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Mar 10Shoei Co., Ltd. to Report Q2, 2021 Results on Apr 28, 2021Shoei Co., Ltd. announced that they will report Q2, 2021 results on Apr 28, 2021
Reported Earnings • Feb 17First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: JP¥5.77b (up 29% from 1Q 2020). Net income: JP¥1.00b (up 32% from 1Q 2020). Profit margin: 17% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 17New 90-day high: JP¥4,385The company is up 27% from its price of JP¥3,440 on 18 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,190 per share.
Analyst Estimate Surprise Post Earnings • Feb 17Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 15%, compared to a 8.8% growth forecast for the Auto Components industry in Japan.
Reported Earnings • Jan 28First quarter 2021 earnings released: EPS JP¥37.29 (vs JP¥27.49 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: JP¥5.77b (up 29% from 1Q 2020). Net income: JP¥1.00b (up 32% from 1Q 2020). Profit margin: 17% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Jan 28Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 14%, compared to a 7.8% growth forecast for the Auto Components industry in Japan.
Is New 90 Day High Low • Jan 18New 90-day high: JP¥4,185The company is up 32% from its price of JP¥3,170 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,134 per share.
Is New 90 Day High Low • Dec 23New 90-day high: JP¥3,935The company is up 13% from its price of JP¥3,485 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Auto Components industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,190 per share.
Is New 90 Day High Low • Dec 02New 90-day high: JP¥3,795The company is up 16% from its price of JP¥3,270 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,724 per share.
Price Target Changed • Dec 01Price target raised to JP¥3,465Up from JP¥3,165, the current price target is an average from 2 analysts. The new target price is close to the current share price of JP¥3,645. As of last close, the stock is up 46% over the past year.
공고 • Nov 16Shoei Co., Ltd., Annual General Meeting, Dec 24, 2020Shoei Co., Ltd., Annual General Meeting, Dec 24, 2020.
