View ValuationIida Group Holdings 향후 성장Future 기준 점검 1/6Iida Group Holdings (는) 각각 연간 4.2% 및 3.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 4.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.4% 로 예상됩니다.핵심 정보4.2%이익 성장률4.83%EPS 성장률Consumer Durables 이익 성장12.5%매출 성장률3.7%향후 자기자본이익률6.43%애널리스트 커버리지Low마지막 업데이트08 Jun 2026최근 향후 성장 업데이트분석 기사 • Nov 13Iida Group Holdings Co., Ltd. (TSE:3291) Just Released Its Half-Year Results And Analysts Are Updating Their EstimatesLast week saw the newest half-yearly earnings release from Iida Group Holdings Co., Ltd. ( TSE:3291 ), an important...Price Target Changed • Aug 12Price target decreased by 8.1% to JP¥2,190Down from JP¥2,384, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,227. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥181 last year.분석 기사 • Nov 15Iida Group Holdings Co., Ltd. Just Recorded A 24% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Iida Group Holdings Co., Ltd. ( TSE:3291 ) had a good week, as its shares rose 4.4% to close at JP¥2,289...Price Target Changed • May 22Price target increased by 7.4% to JP¥1,982Up from JP¥1,846, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,084. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥175 for next year compared to JP¥133 last year.Major Estimate Revision • Apr 10Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥1.45t to JP¥1.41t. EPS estimate also fell from JP¥163 per share to JP¥111 per share. Net income forecast to grow 22% next year vs 3.3% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥1,888 to JP¥1,836. Share price was steady at JP¥1,948 over the past week.Major Estimate Revision • Nov 30Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥220 to JP¥192 per share. Revenue forecast steady at JP¥1.46t. Net income forecast to grow 29% next year vs 8.0% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥2,150 to JP¥2,083. Share price fell 4.3% to JP¥2,210 over the past week.모든 업데이트 보기Recent updatesDeclared Dividend • Jul 25Final dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 20Iida Group Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Iida Group Holdings Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥229 (up from JP¥181 in FY 2025). Revenue: JP¥1.51t (up 3.4% from FY 2025). Net income: JP¥63.3b (up 25% from FY 2025). Profit margin: 4.2% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.공고 • May 18Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.공고 • Apr 04Iida Group Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).공고 • Mar 12Iida Group Holdings Co., Ltd. (TSE:3291) agreed to acquire 51% stake in Wright & Associates, Llc from Travis Wright, L.L.C, Derek Wright, L.L.C and unkown 1 fund for $38.2 million.Iida Group Holdings Co., Ltd. (TSE:3291) agreed to acquire 51% stake in Wright & Associates, Llc from Travis Wright, L.L.C, Derek Wright, L.L.C and unkown 1 fund for $38.2 million on March 10, 2026. A cash consideration of $38.21 million will be paid by Iida Group Holdings Co., Ltd. As part of consideration, $38.21 million is paid towards common equity of Wright & Associates, Llc. For the period ending December 31, 2025, Wright & Associates, Llc reported total revenue of $12 million. Wright & Associates, Llc reported total assets of $71.57 million. The expected completion of the transaction is March 30, 2026.Reported Earnings • Feb 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥65.36 (up from JP¥51.30 in 3Q 2025). Revenue: JP¥371.7b (up 2.4% from 3Q 2025). Net income: JP¥18.1b (up 26% from 3Q 2025). Profit margin: 4.9% (up from 4.0% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.분석 기사 • Jan 11Shareholders Should Be Pleased With Iida Group Holdings Co., Ltd.'s (TSE:3291) PriceWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...분석 기사 • Dec 21Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 29th of...공고 • Dec 19Iida Group Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Iida Group Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026분석 기사 • Dec 07Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 29th of...Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 13Iida Group Holdings Co., Ltd. (TSE:3291) Just Released Its Half-Year Results And Analysts Are Updating Their EstimatesLast week saw the newest half-yearly earnings release from Iida Group Holdings Co., Ltd. ( TSE:3291 ), an important...Reported Earnings • Nov 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥61.16 (up from JP¥48.62 in 2Q 2025). Revenue: JP¥359.0b (flat on 2Q 2025). Net income: JP¥16.9b (up 24% from 2Q 2025). Profit margin: 4.7% (up from 3.8% in 2Q 2025). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.분석 기사 • Oct 16Are Investors Undervaluing Iida Group Holdings Co., Ltd. (TSE:3291) By 48%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Iida Group Holdings fair value estimate is JP¥4,472 Iida Group...Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).공고 • Sep 18Iida Group Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Iida Group Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025Price Target Changed • Aug 12Price target decreased by 8.1% to JP¥2,190Down from JP¥2,384, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,227. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥181 last year.Reported Earnings • Aug 09First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥29.02 (down from JP¥42.18 in 1Q 2025). Revenue: JP¥326.1b (down 5.1% from 1Q 2025). Net income: JP¥8.02b (down 32% from 1Q 2025). Profit margin: 2.5% (down from 3.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has remained flat, which means it is well ahead of earnings.분석 기사 • Jul 24Iida Group Holdings' (TSE:3291) Dividend Will Be ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. This makes the...분석 기사 • Jul 09Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. This makes the...Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 20Iida Group Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Iida Group Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025분석 기사 • Jun 18Here's Why Iida Group Holdings (TSE:3291) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • May 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥181 (up from JP¥133 in FY 2024). Revenue: JP¥1.46t (up 1.4% from FY 2024). Net income: JP¥50.7b (up 36% from FY 2024). Profit margin: 3.5% (up from 2.6% in FY 2024). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 4.8%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • May 19Now 21% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥2,057. The fair value is estimated to be JP¥1,693, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 40%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.분석 기사 • May 16Take Care Before Diving Into The Deep End On Iida Group Holdings Co., Ltd. (TSE:3291)It's not a stretch to say that Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) price-to-earnings (or "P/E") ratio of 12.5x...공고 • May 15Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025.분석 기사 • Mar 22Iida Group Holdings (TSE:3291) Will Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 26th of...공고 • Mar 21Iida Group Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).분석 기사 • Mar 10Does Iida Group Holdings (TSE:3291) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Buy Or Sell Opportunity • Feb 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to JP¥2,222. The fair value is estimated to be JP¥2,826, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 40%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Reported Earnings • Feb 11Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥51.30 (up from JP¥23.20 in 3Q 2024). Revenue: JP¥362.8b (up 4.8% from 3Q 2024). Net income: JP¥14.4b (up 121% from 3Q 2024). Profit margin: 4.0% (up from 1.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 91%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has remained flat, which means it is well ahead of earnings.분석 기사 • Feb 10Iida Group Holdings (TSE:3291) Has Announced A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 26th of June. The dividend yield will...공고 • Feb 10Iida Group Holdings Co., Ltd. (TSE:3291) announces an Equity Buyback for 4,700,000 shares, representing 1.68% for ¥10,659.6 million.Iida Group Holdings Co., Ltd. (TSE:3291) announces a share repurchase program. Under the program, the company will repurchase up to 4,700,000 shares, representing 1.68% of its issued share capital, for ¥10,659.6million. The repurchase price will be ¥2,268 per share. The purpose of the program is to improve capital efficiency and increase shareholder returns. As of January 31, 2025, the company had 280,378,458 issued shares (excluding treasury stock) and 599 shares in treasury.분석 기사 • Jan 24Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share...공고 • Jan 14Iida Group Holdings Co., Ltd. Announces Board ChangesIida Group Holdings Co., Ltd. announced that it decided at the Board of Directors' meeting on January 10, 2025, to make changes in the Representative Director (replacement of President). Hiroshi Nishino is appointed as President and Representative Director, previously he was Vice President and Representative Director. Masashi Kanei is appointed as Director, previously he was President and Representative Director. Hiroshi Nishino's Career: March 1988: Graduated from Keio University, Faculty of Economics. April 2006: Joined TOEI HOUSING CORPORATION, appointed Board Director, and Head of Personnel Development Department. August 2007: Appointed President and Representative Director of TOEI HOUSING CORPORATION. November 2013: Appointed Board Director of the Company August 2016: Appointed Chairman of Jutakushinkojigyo-kyodokumiai. Ltd. (Currently appointed.) June 2018: Appointed Board Director of Iida Home Trade Center Co. Ltd. (Currently Home Trade Center Co. Ltd.) June 2019: Appointed Senior Board Director of the Company, responsible for Corporate Planning. April 2020: Appointed Board Director of TOEI HOUSING CORPORATION . April 2021: Appointed Executive Board Director, and Head for administrative divisions of the Company. April 2021: Appointed Chairman and Representative Director of TOEI HOME SERVICE CORPORATION: May 2021: Appointed Executive Board Director, and Head for administrative divisions of the Company. February 2022: Appointed Board Director of ARNEST ONE CORPORAION. March 2022: Appointed Executive Board Director and Representative Director, and Head for administrative divisions of the Company. April 2023: Appointed Senior Advisor, Member of the Board of TOEI HOMESERVICE CORPORATION (Currently appointed.) April 2024: Appointed Executive Board Director and Representative Director of the Company July 2024: Appointed Vice President and Representative Director of the Company (Currently appointed.) Scheduled date of the changes is April 1, 2025.분석 기사 • Jan 10Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 26th of...분석 기사 • Dec 20Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 26th of...공고 • Dec 19Iida Group Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Iida Group Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025분석 기사 • Dec 06Iida Group Holdings (TSE:3291) Has Affirmed Its Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 26th of June...Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 15Iida Group Holdings Co., Ltd. Just Recorded A 24% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Iida Group Holdings Co., Ltd. ( TSE:3291 ) had a good week, as its shares rose 4.4% to close at JP¥2,289...Reported Earnings • Nov 13First half 2025 earnings: EPS exceeds analyst expectationsFirst half 2025 results: EPS: JP¥84.36 (down from JP¥87.90 in 1H 2024). Revenue: JP¥687.1b (up 2.3% from 1H 2024). Net income: JP¥23.7b (down 4.2% from 1H 2024). Profit margin: 3.4% (down from 3.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 24%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.분석 기사 • Oct 22Iida Group Holdings Co., Ltd. (TSE:3291) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 17.7x Iida Group Holdings Co., Ltd. ( TSE:3291 ) may be sending bearish...분석 기사 • Sep 24Iida Group Holdings (TSE:3291) Has Affirmed Its Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 5th of...공고 • Sep 24Iida Group Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024Iida Group Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).분석 기사 • Sep 07Calculating The Fair Value Of Iida Group Holdings Co., Ltd. (TSE:3291)Key Insights Using the 2 Stage Free Cash Flow to Equity, Iida Group Holdings fair value estimate is JP¥2,376 With...분석 기사 • Aug 14Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 5th of...Reported Earnings • Aug 13First quarter 2025 earnings: EPS in line with expectations, revenues disappointFirst quarter 2025 results: EPS: JP¥35.75 (down from JP¥44.34 in 1Q 2024). Revenue: JP¥327.5b (up 3.3% from 1Q 2024). Net income: JP¥10.0b (down 20% from 1Q 2024). Profit margin: 3.1% (down from 3.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,862, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Durables industry in Japan. Total loss to shareholders of 19% over the past three years.분석 기사 • Jul 26Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. Based on this payment...분석 기사 • Jul 12Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 5th of...Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 22Iida Group Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Iida Group Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Price Target Changed • May 22Price target increased by 7.4% to JP¥1,982Up from JP¥1,846, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,084. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥175 for next year compared to JP¥133 last year.Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥133 (down from JP¥264 in FY 2023). Revenue: JP¥1.44t (flat on FY 2023). Net income: JP¥37.2b (down 51% from FY 2023). Profit margin: 2.6% (down from 5.3% in FY 2023). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.공고 • May 16Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2024Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2024.Major Estimate Revision • Apr 10Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥1.45t to JP¥1.41t. EPS estimate also fell from JP¥163 per share to JP¥111 per share. Net income forecast to grow 22% next year vs 3.3% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥1,888 to JP¥1,836. Share price was steady at JP¥1,948 over the past week.분석 기사 • Mar 26Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 28th of...Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 63% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.6%).공고 • Mar 20Iida Group Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024분석 기사 • Mar 12Iida Group Holdings (TSE:3291) Has Announced A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 28th of...분석 기사 • Mar 01Iida Group Holdings (TSE:3291) Use Of Debt Could Be Considered RiskySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥23.20 (down from JP¥45.53 in 3Q 2023). Revenue: JP¥346.1b (up 1.3% from 3Q 2023). Net income: JP¥6.51b (down 50% from 3Q 2023). Profit margin: 1.9% (down from 3.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) also missed analyst estimates by 84%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공고 • Dec 22Iida Group Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Iida Group Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Major Estimate Revision • Nov 30Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥220 to JP¥192 per share. Revenue forecast steady at JP¥1.46t. Net income forecast to grow 29% next year vs 8.0% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥2,150 to JP¥2,083. Share price fell 4.3% to JP¥2,210 over the past week.Reported Earnings • Nov 10Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: JP¥43.56 (down from JP¥104 in 2Q 2023). Revenue: JP¥354.8b (flat on 2Q 2023). Net income: JP¥12.2b (down 59% from 2Q 2023). Profit margin: 3.4% (down from 8.5% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables 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 increased by 4% per year, which means it is well ahead of earnings.공고 • Sep 22Iida Group Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Iida Group Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥45.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 12First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥44.34 (down from JP¥81.49 in 1Q 2023). Revenue: JP¥316.9b (down 2.6% from 1Q 2023). Net income: JP¥12.5b (down 47% from 1Q 2023). Profit margin: 3.9% (down from 7.2% in 1Q 2023). Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year.공고 • Aug 12+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending March 31, 2024Iida Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half and full year of fiscal ending March 31, 2024. For the first half, company expects revenue to be JPY 702,000 million, operating profit to be JPY 48,000 million, net profit to be JPY 30,000 million, Profit attributable to owners of the parent to be JPY 30,000 million and Basic earnings per share JPY 106.80. For the year, company expects revenue to be JPY 1,540,000 million, operating profit to be JPY 109,000 million, net profit to be JPY 70,000 million, Profit attributable to owners of the parent to be JPY 70,000 million and Basic earnings per share JPY 249.43.공고 • Jun 21Iida Group Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Iida Group Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023공고 • May 18+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Second Quarter and full Fiscal Year Ending March 31, 2024Iida Group Holdings Co., Ltd. Provided Consolidated Earnings Guidance for the second quarter and fiscal year ending March 31, 2024 . For the second quarter the company expected revenue to be JPY 702,000 million, operating profit of JPY 48,000 million, net profit of JPY 30,000 million, profit attributable to owners of parent company to be JPY 30,000 Million and Basic earnings per share to be JPY 104.87.For the full year, the company expected revenue to be JPY 1,540,000 million, operating profit of JPY 109,000 million, net profit of JPY 70,000 million, profit attributable to owners of parent company to be JPY 70,000 Million and Basic earnings per share to be JPY 244.70.Reported Earnings • May 17Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥264 (down from JP¥358 in FY 2022). Revenue: JP¥1.44t (up 3.8% from FY 2022). Net income: JP¥75.6b (down 27% from FY 2022). Profit margin: 5.3% (down from 7.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 2.9% during the next year, compared to a 2.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.공고 • May 16Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 27, 2023Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥43.70 (down from JP¥81.30 in 3Q 2022). Revenue: JP¥341.8b (flat on 3Q 2022). Net income: JP¥12.5b (down 47% from 3Q 2022). Profit margin: 3.6% (down from 6.8% in 3Q 2022). Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables 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 only increased by 7% per year, which means it is significantly lagging earnings growth.공고 • Feb 10+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Iida Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expected revenue to be JPY 1,550,000 million, operating profit to be JPY 140,000 million, net profit to be JPY 95,000 million, profit attributable to owners of the parent company to be JPY 95,000 million and total comprehensive profit to be JPY 331.18.공고 • Dec 24Iida Group Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Iida Group Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Buying Opportunity • Dec 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.1%. The fair value is estimated to be JP¥2,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 0.1% per annum over the same time period.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. 8 non-independent directors. Independent Outside Director Nanako Murata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥106 (up from JP¥105 in 2Q 2022). Revenue: JP¥352.8b (flat on 2Q 2022). Net income: JP¥30.4b (flat on 2Q 2022). Profit margin: 8.6% (down from 8.7% in 2Q 2022). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 27%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables 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 only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).Reported Earnings • Aug 11First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2023 results: EPS: JP¥81.49 (down from JP¥95.74 in 1Q 2022). Revenue: JP¥325.4b (down 2.1% from 1Q 2022). Net income: JP¥23.5b (down 15% from 1Q 2022). Profit margin: 7.2% (down from 8.3% in 1Q 2022). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the 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 only increased by 12% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 17Price target decreased to JP¥2,723Down from JP¥2,945, the current price target is an average from 5 analysts. New target price is 42% above last closing price of JP¥1,914. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥343 for next year compared to JP¥358 last year.Reported Earnings • May 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥358 (up from JP¥289 in FY 2021). Revenue: JP¥1.39t (down 4.8% from FY 2021). Net income: JP¥103.4b (up 24% from FY 2021). Profit margin: 7.5% (up from 5.7% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 7.9%, compared to a 7.1% 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 only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Eichi Hasegawa 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.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 16Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥81.30 (up from JP¥78.87 in 3Q 2021). Revenue: JP¥343.5b (down 5.5% from 3Q 2021). Net income: JP¥23.4b (up 3.1% from 3Q 2021). Profit margin: 6.8% (up from 6.3% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 7.4%, compared to a 5.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,292, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,274 per share.Buying Opportunity • Jan 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be JP¥3,306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% per annum over the last 3 years. Earnings per share has grown by 15% per annum over the last 3 years.Executive Departure • Dec 01Executive Chairman Yoichi Nishikawa has left the companyOn the 30th of November, Yoichi Nishikawa's tenure as Executive Chairman ended after 8.1 years in the role. As of September 2021, Yoichi still personally held 29.14m shares (JP¥84b worth at the time). Yoichi is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.42 years.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥105 (vs JP¥82.49 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥350.5b (down 16% from 2Q 2021). Net income: JP¥30.4b (up 28% from 2Q 2021). Profit margin: 8.7% (up from 5.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.이익 및 매출 성장 예측TSE:3291 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20291,731,40072,32550,54580,24043/31/20281,706,94069,54031,02556,52253/31/20271,640,14066,92030,27156,31553/31/20261,508,86463,315-119,557-97,485N/A12/31/20251,466,42155,639N/AN/AN/A9/30/20251,457,54751,962-31,134-10,779N/A6/30/20251,458,15648,694N/AN/AN/A3/31/20251,459,63950,69773,20092,252N/A12/31/20241,471,28744,043N/AN/AN/A9/30/20241,454,60936,16642,23359,702N/A6/30/20241,449,78934,748N/AN/AN/A3/31/20241,439,18037,204-34,080-16,449N/A12/31/20231,437,66240,401-57,335-39,979N/A9/30/20231,433,32846,887-76,914-53,161N/A6/30/20231,431,32864,590-66,998-37,734N/A3/31/20231,439,76575,596-93,607-56,997N/A12/31/20221,380,47088,351-143,417-106,666N/A9/30/20221,382,15498,805-110,599-79,524N/A6/30/20221,379,94799,255-88,417-64,170N/A3/31/20221,386,991103,381-11,9823,115N/A12/31/20211,380,785107,26744,74053,343N/A9/30/20211,400,843106,564151,781158,676N/A6/30/20211,466,64499,987300,580308,268N/A3/31/20211,456,19983,316316,047322,982N/A12/31/20201,534,77568,353356,573370,166N/A9/30/20201,483,26458,026229,802248,933N/A6/30/20201,424,82151,95360,84080,412N/A3/31/20201,402,01953,752-2,94617,392N/A12/31/20191,366,46360,337N/A-22,502N/A9/30/20191,373,69364,009N/A-4,172N/A6/30/20191,336,28762,345N/A5,399N/A3/31/20191,344,98765,469N/A46,578N/A12/31/20181,337,37666,163N/A40,786N/A9/30/20181,330,44966,142N/A29,307N/A6/30/20181,347,56268,698N/A28,198N/A3/31/20181,335,38669,542N/A17,599N/A12/31/20171,300,77971,627N/A-2,560N/A9/30/20171,278,81372,953N/A-4,609N/A6/30/20171,251,91775,187N/A-9,494N/A3/31/20171,232,47676,741N/A-29,616N/A12/31/20161,205,97087,756N/AN/AN/A9/30/20161,176,59882,210N/A2,605N/A6/30/20161,144,19573,428N/AN/AN/A3/31/20161,136,01164,914N/A63,957N/A12/31/20151,153,11842,469N/AN/AN/A9/30/20151,190,54838,020N/A144,262N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3291 의 연간 예상 수익 증가율(4.2%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 3291 의 연간 수익(4.2%)이 JP 시장(9.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 3291 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 3291 의 수익(연간 3.7%)이 JP 시장(연간 6.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 3291 의 수익(연간 3.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3291의 자본 수익률은 3년 후 6.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/29 16:31종가2026/07/29 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 소스Iida Group Holdings Co., Ltd.는 13명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tomoyoshi OmuroBofA Global ResearchTakashi HashimotoCitigroup IncJiro KojimaDaiwa Securities Co. Ltd.10명의 분석가 더 보기
분석 기사 • Nov 13Iida Group Holdings Co., Ltd. (TSE:3291) Just Released Its Half-Year Results And Analysts Are Updating Their EstimatesLast week saw the newest half-yearly earnings release from Iida Group Holdings Co., Ltd. ( TSE:3291 ), an important...
Price Target Changed • Aug 12Price target decreased by 8.1% to JP¥2,190Down from JP¥2,384, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,227. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥181 last year.
분석 기사 • Nov 15Iida Group Holdings Co., Ltd. Just Recorded A 24% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Iida Group Holdings Co., Ltd. ( TSE:3291 ) had a good week, as its shares rose 4.4% to close at JP¥2,289...
Price Target Changed • May 22Price target increased by 7.4% to JP¥1,982Up from JP¥1,846, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,084. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥175 for next year compared to JP¥133 last year.
Major Estimate Revision • Apr 10Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥1.45t to JP¥1.41t. EPS estimate also fell from JP¥163 per share to JP¥111 per share. Net income forecast to grow 22% next year vs 3.3% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥1,888 to JP¥1,836. Share price was steady at JP¥1,948 over the past week.
Major Estimate Revision • Nov 30Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥220 to JP¥192 per share. Revenue forecast steady at JP¥1.46t. Net income forecast to grow 29% next year vs 8.0% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥2,150 to JP¥2,083. Share price fell 4.3% to JP¥2,210 over the past week.
Declared Dividend • Jul 25Final dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 20Iida Group Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Iida Group Holdings Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥229 (up from JP¥181 in FY 2025). Revenue: JP¥1.51t (up 3.4% from FY 2025). Net income: JP¥63.3b (up 25% from FY 2025). Profit margin: 4.2% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.
공고 • May 18Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.
공고 • Apr 04Iida Group Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
공고 • Mar 12Iida Group Holdings Co., Ltd. (TSE:3291) agreed to acquire 51% stake in Wright & Associates, Llc from Travis Wright, L.L.C, Derek Wright, L.L.C and unkown 1 fund for $38.2 million.Iida Group Holdings Co., Ltd. (TSE:3291) agreed to acquire 51% stake in Wright & Associates, Llc from Travis Wright, L.L.C, Derek Wright, L.L.C and unkown 1 fund for $38.2 million on March 10, 2026. A cash consideration of $38.21 million will be paid by Iida Group Holdings Co., Ltd. As part of consideration, $38.21 million is paid towards common equity of Wright & Associates, Llc. For the period ending December 31, 2025, Wright & Associates, Llc reported total revenue of $12 million. Wright & Associates, Llc reported total assets of $71.57 million. The expected completion of the transaction is March 30, 2026.
Reported Earnings • Feb 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥65.36 (up from JP¥51.30 in 3Q 2025). Revenue: JP¥371.7b (up 2.4% from 3Q 2025). Net income: JP¥18.1b (up 26% from 3Q 2025). Profit margin: 4.9% (up from 4.0% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
분석 기사 • Jan 11Shareholders Should Be Pleased With Iida Group Holdings Co., Ltd.'s (TSE:3291) PriceWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...
분석 기사 • Dec 21Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 29th of...
공고 • Dec 19Iida Group Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Iida Group Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
분석 기사 • Dec 07Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 29th of...
Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 13Iida Group Holdings Co., Ltd. (TSE:3291) Just Released Its Half-Year Results And Analysts Are Updating Their EstimatesLast week saw the newest half-yearly earnings release from Iida Group Holdings Co., Ltd. ( TSE:3291 ), an important...
Reported Earnings • Nov 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥61.16 (up from JP¥48.62 in 2Q 2025). Revenue: JP¥359.0b (flat on 2Q 2025). Net income: JP¥16.9b (up 24% from 2Q 2025). Profit margin: 4.7% (up from 3.8% in 2Q 2025). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
분석 기사 • Oct 16Are Investors Undervaluing Iida Group Holdings Co., Ltd. (TSE:3291) By 48%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Iida Group Holdings fair value estimate is JP¥4,472 Iida Group...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
공고 • Sep 18Iida Group Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Iida Group Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
Price Target Changed • Aug 12Price target decreased by 8.1% to JP¥2,190Down from JP¥2,384, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,227. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥181 last year.
Reported Earnings • Aug 09First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥29.02 (down from JP¥42.18 in 1Q 2025). Revenue: JP¥326.1b (down 5.1% from 1Q 2025). Net income: JP¥8.02b (down 32% from 1Q 2025). Profit margin: 2.5% (down from 3.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
분석 기사 • Jul 24Iida Group Holdings' (TSE:3291) Dividend Will Be ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. This makes the...
분석 기사 • Jul 09Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. This makes the...
Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 20Iida Group Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Iida Group Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
분석 기사 • Jun 18Here's Why Iida Group Holdings (TSE:3291) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥181 (up from JP¥133 in FY 2024). Revenue: JP¥1.46t (up 1.4% from FY 2024). Net income: JP¥50.7b (up 36% from FY 2024). Profit margin: 3.5% (up from 2.6% in FY 2024). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 4.8%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • May 19Now 21% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥2,057. The fair value is estimated to be JP¥1,693, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 40%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
분석 기사 • May 16Take Care Before Diving Into The Deep End On Iida Group Holdings Co., Ltd. (TSE:3291)It's not a stretch to say that Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) price-to-earnings (or "P/E") ratio of 12.5x...
공고 • May 15Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025.
분석 기사 • Mar 22Iida Group Holdings (TSE:3291) Will Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 26th of...
공고 • Mar 21Iida Group Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
분석 기사 • Mar 10Does Iida Group Holdings (TSE:3291) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Buy Or Sell Opportunity • Feb 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to JP¥2,222. The fair value is estimated to be JP¥2,826, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 40%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Reported Earnings • Feb 11Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥51.30 (up from JP¥23.20 in 3Q 2024). Revenue: JP¥362.8b (up 4.8% from 3Q 2024). Net income: JP¥14.4b (up 121% from 3Q 2024). Profit margin: 4.0% (up from 1.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 91%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
분석 기사 • Feb 10Iida Group Holdings (TSE:3291) Has Announced A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 26th of June. The dividend yield will...
공고 • Feb 10Iida Group Holdings Co., Ltd. (TSE:3291) announces an Equity Buyback for 4,700,000 shares, representing 1.68% for ¥10,659.6 million.Iida Group Holdings Co., Ltd. (TSE:3291) announces a share repurchase program. Under the program, the company will repurchase up to 4,700,000 shares, representing 1.68% of its issued share capital, for ¥10,659.6million. The repurchase price will be ¥2,268 per share. The purpose of the program is to improve capital efficiency and increase shareholder returns. As of January 31, 2025, the company had 280,378,458 issued shares (excluding treasury stock) and 599 shares in treasury.
분석 기사 • Jan 24Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share...
공고 • Jan 14Iida Group Holdings Co., Ltd. Announces Board ChangesIida Group Holdings Co., Ltd. announced that it decided at the Board of Directors' meeting on January 10, 2025, to make changes in the Representative Director (replacement of President). Hiroshi Nishino is appointed as President and Representative Director, previously he was Vice President and Representative Director. Masashi Kanei is appointed as Director, previously he was President and Representative Director. Hiroshi Nishino's Career: March 1988: Graduated from Keio University, Faculty of Economics. April 2006: Joined TOEI HOUSING CORPORATION, appointed Board Director, and Head of Personnel Development Department. August 2007: Appointed President and Representative Director of TOEI HOUSING CORPORATION. November 2013: Appointed Board Director of the Company August 2016: Appointed Chairman of Jutakushinkojigyo-kyodokumiai. Ltd. (Currently appointed.) June 2018: Appointed Board Director of Iida Home Trade Center Co. Ltd. (Currently Home Trade Center Co. Ltd.) June 2019: Appointed Senior Board Director of the Company, responsible for Corporate Planning. April 2020: Appointed Board Director of TOEI HOUSING CORPORATION . April 2021: Appointed Executive Board Director, and Head for administrative divisions of the Company. April 2021: Appointed Chairman and Representative Director of TOEI HOME SERVICE CORPORATION: May 2021: Appointed Executive Board Director, and Head for administrative divisions of the Company. February 2022: Appointed Board Director of ARNEST ONE CORPORAION. March 2022: Appointed Executive Board Director and Representative Director, and Head for administrative divisions of the Company. April 2023: Appointed Senior Advisor, Member of the Board of TOEI HOMESERVICE CORPORATION (Currently appointed.) April 2024: Appointed Executive Board Director and Representative Director of the Company July 2024: Appointed Vice President and Representative Director of the Company (Currently appointed.) Scheduled date of the changes is April 1, 2025.
분석 기사 • Jan 10Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 26th of...
분석 기사 • Dec 20Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 26th of...
공고 • Dec 19Iida Group Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Iida Group Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
분석 기사 • Dec 06Iida Group Holdings (TSE:3291) Has Affirmed Its Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 26th of June...
Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 15Iida Group Holdings Co., Ltd. Just Recorded A 24% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Iida Group Holdings Co., Ltd. ( TSE:3291 ) had a good week, as its shares rose 4.4% to close at JP¥2,289...
Reported Earnings • Nov 13First half 2025 earnings: EPS exceeds analyst expectationsFirst half 2025 results: EPS: JP¥84.36 (down from JP¥87.90 in 1H 2024). Revenue: JP¥687.1b (up 2.3% from 1H 2024). Net income: JP¥23.7b (down 4.2% from 1H 2024). Profit margin: 3.4% (down from 3.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 24%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
분석 기사 • Oct 22Iida Group Holdings Co., Ltd. (TSE:3291) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 17.7x Iida Group Holdings Co., Ltd. ( TSE:3291 ) may be sending bearish...
분석 기사 • Sep 24Iida Group Holdings (TSE:3291) Has Affirmed Its Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 5th of...
공고 • Sep 24Iida Group Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024Iida Group Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).
분석 기사 • Sep 07Calculating The Fair Value Of Iida Group Holdings Co., Ltd. (TSE:3291)Key Insights Using the 2 Stage Free Cash Flow to Equity, Iida Group Holdings fair value estimate is JP¥2,376 With...
분석 기사 • Aug 14Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 5th of...
Reported Earnings • Aug 13First quarter 2025 earnings: EPS in line with expectations, revenues disappointFirst quarter 2025 results: EPS: JP¥35.75 (down from JP¥44.34 in 1Q 2024). Revenue: JP¥327.5b (up 3.3% from 1Q 2024). Net income: JP¥10.0b (down 20% from 1Q 2024). Profit margin: 3.1% (down from 3.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,862, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Durables industry in Japan. Total loss to shareholders of 19% over the past three years.
분석 기사 • Jul 26Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. Based on this payment...
분석 기사 • Jul 12Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 5th of...
Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 22Iida Group Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Iida Group Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Price Target Changed • May 22Price target increased by 7.4% to JP¥1,982Up from JP¥1,846, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,084. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥175 for next year compared to JP¥133 last year.
Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥133 (down from JP¥264 in FY 2023). Revenue: JP¥1.44t (flat on FY 2023). Net income: JP¥37.2b (down 51% from FY 2023). Profit margin: 2.6% (down from 5.3% in FY 2023). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
공고 • May 16Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2024Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2024.
Major Estimate Revision • Apr 10Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥1.45t to JP¥1.41t. EPS estimate also fell from JP¥163 per share to JP¥111 per share. Net income forecast to grow 22% next year vs 3.3% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥1,888 to JP¥1,836. Share price was steady at JP¥1,948 over the past week.
분석 기사 • Mar 26Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 28th of...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 63% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.6%).
공고 • Mar 20Iida Group Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
분석 기사 • Mar 12Iida Group Holdings (TSE:3291) Has Announced A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 28th of...
분석 기사 • Mar 01Iida Group Holdings (TSE:3291) Use Of Debt Could Be Considered RiskySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥23.20 (down from JP¥45.53 in 3Q 2023). Revenue: JP¥346.1b (up 1.3% from 3Q 2023). Net income: JP¥6.51b (down 50% from 3Q 2023). Profit margin: 1.9% (down from 3.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) also missed analyst estimates by 84%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공고 • Dec 22Iida Group Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Iida Group Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Major Estimate Revision • Nov 30Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥220 to JP¥192 per share. Revenue forecast steady at JP¥1.46t. Net income forecast to grow 29% next year vs 8.0% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥2,150 to JP¥2,083. Share price fell 4.3% to JP¥2,210 over the past week.
Reported Earnings • Nov 10Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: JP¥43.56 (down from JP¥104 in 2Q 2023). Revenue: JP¥354.8b (flat on 2Q 2023). Net income: JP¥12.2b (down 59% from 2Q 2023). Profit margin: 3.4% (down from 8.5% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables 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 increased by 4% per year, which means it is well ahead of earnings.
공고 • Sep 22Iida Group Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Iida Group Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥45.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 12First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥44.34 (down from JP¥81.49 in 1Q 2023). Revenue: JP¥316.9b (down 2.6% from 1Q 2023). Net income: JP¥12.5b (down 47% from 1Q 2023). Profit margin: 3.9% (down from 7.2% in 1Q 2023). Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year.
공고 • Aug 12+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending March 31, 2024Iida Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half and full year of fiscal ending March 31, 2024. For the first half, company expects revenue to be JPY 702,000 million, operating profit to be JPY 48,000 million, net profit to be JPY 30,000 million, Profit attributable to owners of the parent to be JPY 30,000 million and Basic earnings per share JPY 106.80. For the year, company expects revenue to be JPY 1,540,000 million, operating profit to be JPY 109,000 million, net profit to be JPY 70,000 million, Profit attributable to owners of the parent to be JPY 70,000 million and Basic earnings per share JPY 249.43.
공고 • Jun 21Iida Group Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Iida Group Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
공고 • May 18+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Second Quarter and full Fiscal Year Ending March 31, 2024Iida Group Holdings Co., Ltd. Provided Consolidated Earnings Guidance for the second quarter and fiscal year ending March 31, 2024 . For the second quarter the company expected revenue to be JPY 702,000 million, operating profit of JPY 48,000 million, net profit of JPY 30,000 million, profit attributable to owners of parent company to be JPY 30,000 Million and Basic earnings per share to be JPY 104.87.For the full year, the company expected revenue to be JPY 1,540,000 million, operating profit of JPY 109,000 million, net profit of JPY 70,000 million, profit attributable to owners of parent company to be JPY 70,000 Million and Basic earnings per share to be JPY 244.70.
Reported Earnings • May 17Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥264 (down from JP¥358 in FY 2022). Revenue: JP¥1.44t (up 3.8% from FY 2022). Net income: JP¥75.6b (down 27% from FY 2022). Profit margin: 5.3% (down from 7.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 2.9% during the next year, compared to a 2.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.
공고 • May 16Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 27, 2023Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥43.70 (down from JP¥81.30 in 3Q 2022). Revenue: JP¥341.8b (flat on 3Q 2022). Net income: JP¥12.5b (down 47% from 3Q 2022). Profit margin: 3.6% (down from 6.8% in 3Q 2022). Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables 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 only increased by 7% per year, which means it is significantly lagging earnings growth.
공고 • Feb 10+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Iida Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expected revenue to be JPY 1,550,000 million, operating profit to be JPY 140,000 million, net profit to be JPY 95,000 million, profit attributable to owners of the parent company to be JPY 95,000 million and total comprehensive profit to be JPY 331.18.
공고 • Dec 24Iida Group Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Iida Group Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Buying Opportunity • Dec 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.1%. The fair value is estimated to be JP¥2,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 0.1% per annum over the same time period.
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. 8 non-independent directors. Independent Outside Director Nanako Murata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥106 (up from JP¥105 in 2Q 2022). Revenue: JP¥352.8b (flat on 2Q 2022). Net income: JP¥30.4b (flat on 2Q 2022). Profit margin: 8.6% (down from 8.7% in 2Q 2022). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 27%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables 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 only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).
Reported Earnings • Aug 11First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2023 results: EPS: JP¥81.49 (down from JP¥95.74 in 1Q 2022). Revenue: JP¥325.4b (down 2.1% from 1Q 2022). Net income: JP¥23.5b (down 15% from 1Q 2022). Profit margin: 7.2% (down from 8.3% in 1Q 2022). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the 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 only increased by 12% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 17Price target decreased to JP¥2,723Down from JP¥2,945, the current price target is an average from 5 analysts. New target price is 42% above last closing price of JP¥1,914. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥343 for next year compared to JP¥358 last year.
Reported Earnings • May 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥358 (up from JP¥289 in FY 2021). Revenue: JP¥1.39t (down 4.8% from FY 2021). Net income: JP¥103.4b (up 24% from FY 2021). Profit margin: 7.5% (up from 5.7% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 7.9%, compared to a 7.1% 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 only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Eichi Hasegawa 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.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 16Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥81.30 (up from JP¥78.87 in 3Q 2021). Revenue: JP¥343.5b (down 5.5% from 3Q 2021). Net income: JP¥23.4b (up 3.1% from 3Q 2021). Profit margin: 6.8% (up from 6.3% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 7.4%, compared to a 5.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,292, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,274 per share.
Buying Opportunity • Jan 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be JP¥3,306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% per annum over the last 3 years. Earnings per share has grown by 15% per annum over the last 3 years.
Executive Departure • Dec 01Executive Chairman Yoichi Nishikawa has left the companyOn the 30th of November, Yoichi Nishikawa's tenure as Executive Chairman ended after 8.1 years in the role. As of September 2021, Yoichi still personally held 29.14m shares (JP¥84b worth at the time). Yoichi is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.42 years.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥105 (vs JP¥82.49 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥350.5b (down 16% from 2Q 2021). Net income: JP¥30.4b (up 28% from 2Q 2021). Profit margin: 8.7% (up from 5.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.