View Future GrowthSeiko Group 과거 순이익 실적과거 기준 점검 5/6Seiko Group은 연평균 32.8%의 비율로 수입이 증가해 온 반면, Luxury 산업은 수입이 18.3% 증가했습니다. 매출은 연평균 8.6%의 비율로 증가했습니다. Seiko Group의 자기자본이익률은 12.4%이고 순이익률은 6.5%입니다.핵심 정보32.76%순이익 성장률40.26%주당순이익(EPS) 성장률Luxury 산업 성장률10.88%매출 성장률8.63%자기자본이익률12.44%순이익률6.55%다음 순이익 업데이트07 Aug 2026최근 과거 실적 업데이트공시 • Jun 12Seiko Group Corporation to Report Q1, 2027 Results on Aug 07, 2026Seiko Group Corporation announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥538 (up from JP¥163 in FY 2025). Revenue: JP¥335.7b (up 10% from FY 2025). Net income: JP¥22.0b (up 65% from FY 2025). Profit margin: 6.5% (up from 4.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.공시 • Mar 07Seiko Group Corporation to Report Fiscal Year 2026 Results on May 13, 2026Seiko Group Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 13, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥197 (vs JP¥104 in 3Q 2025)Third quarter 2026 results: EPS: JP¥197 (up from JP¥104 in 3Q 2025). Revenue: JP¥93.6b (up 15% from 3Q 2025). Net income: JP¥8.04b (up 88% from 3Q 2025). Profit margin: 8.6% (up from 5.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.공시 • Nov 29Seiko Group Corporation to Report Q3, 2026 Results on Feb 10, 2026Seiko Group Corporation announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥150 (vs JP¥127 in 2Q 2025)Second quarter 2026 results: EPS: JP¥150 (up from JP¥127 in 2Q 2025). Revenue: JP¥83.4b (up 8.4% from 2Q 2025). Net income: JP¥6.15b (up 19% from 2Q 2025). Profit margin: 7.4% (up from 6.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.모든 업데이트 보기Recent updates분석 기사 • Jun 17Seiko Group (TSE:8050) Stock Looks Stretched After Investment Unit ReviewEvent overview and why Seiko Group stock is in focus Seiko Group (TSE:8050) has drawn fresh attention after stating that it is considering a reduction in its investment unit. The company described this potential change as a way to broaden its investor base and improve share liquidity. See our latest analysis for Seiko Group. Investors appear to be responding to the potential investment unit reduction, with Seiko Group’s share price at ¥7,780 after a 7.31% 1 day share price return and a year...Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,780, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the Luxury industry in Japan. Total returns to shareholders of 539% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,514 per share.Price Target Changed • Jun 15Price target increased by 12% to JP¥8,150Up from JP¥7,263, the current price target is an average from 4 analysts. New target price is 10% above last closing price of JP¥7,380. Stock is up 251% over the past year. The company is forecast to post earnings per share of JP¥298 for next year compared to JP¥269 last year.공시 • Jun 12Seiko Group Corporation to Report Q1, 2027 Results on Aug 07, 2026Seiko Group Corporation announced that they will report Q1, 2027 results on Aug 07, 2026속보 • May 22Seiko Group Posts 65% Profit Surge and Stock Split With Higher Dividend OutlookSeiko Group reported a 65% profit surge and double-digit sales growth for the fiscal year ending March 31, 2026, supported by improved margins and a stronger equity ratio. The company raised its annual dividend to ¥165 per share, above its 30% payout target, indicating a focus on returning cash to shareholders while still adding to internal reserves. Seiko executed a 2-for-1 stock split effective April 1, 2026, adjusted dividend payments to align with the new share structure, and is forecasting a 6.6% rise in net sales along with higher operating and ordinary profits for fiscal 2027. The combination of stronger profitability, a higher dividend, and a stock split suggests that management is signaling confidence in the current business position and earnings outlook. For investors, key factors to monitor include whether margins and sales continue to support the richer dividend policy and how the increased share count after the split influences trading liquidity and investor interest.Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥538 (up from JP¥163 in FY 2025). Revenue: JP¥335.7b (up 10% from FY 2025). Net income: JP¥22.0b (up 65% from FY 2025). Profit margin: 6.5% (up from 4.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 13Seiko Group Corporation, Annual General Meeting, Jun 25, 2026Seiko Group Corporation, Annual General Meeting, Jun 25, 2026.Buy Or Sell Opportunity • May 07Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to JP¥6,000. The fair value is estimated to be JP¥4,856, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).공시 • Mar 07Seiko Group Corporation to Report Fiscal Year 2026 Results on May 13, 2026Seiko Group Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 13, 2026Major Estimate Revision • Feb 27Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥319.8b to JP¥324.1b. EPS estimate increased from JP¥406 to JP¥450 per share. Net income forecast to shrink 6.4% next year vs 10% growth forecast for Luxury industry in Japan . Consensus price target up from JP¥7,775 to JP¥10,975. Share price rose 15% to JP¥13,240 over the past week.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥10,680, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Luxury industry in Japan. Total returns to shareholders of 287% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,006 per share.분석 기사 • Feb 13Seiko Group (TSE:8050) Is Increasing Its Dividend To ¥70.00The board of Seiko Group Corporation ( TSE:8050 ) has announced that it will be paying its dividend of ¥70.00 on the...공시 • Feb 13+ 1 more updateSeiko Group Revises Dividend Guidance for the Fiscal Year Ending March 31, 2026Seiko Group revised dividend guidance for the Fiscal Year Ending March 31, 2026. For the period, the company now expected to pay dividend of JPY 90.00 per share as previously forecasted JPY 70 per share against JPY 55.00 per share paid a year ago.분석 기사 • Feb 12Optimistic Investors Push Seiko Group Corporation (TSE:8050) Shares Up 38% But Growth Is LackingThe Seiko Group Corporation ( TSE:8050 ) share price has done very well over the last month, posting an excellent gain...New Risk • Feb 12New 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 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.2% average weekly change).Buy Or Sell Opportunity • Feb 12Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to JP¥10,060. The fair value is estimated to be JP¥7,806, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥197 (vs JP¥104 in 3Q 2025)Third quarter 2026 results: EPS: JP¥197 (up from JP¥104 in 3Q 2025). Revenue: JP¥93.6b (up 15% from 3Q 2025). Net income: JP¥8.04b (up 88% from 3Q 2025). Profit margin: 8.6% (up from 5.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jan 31Price target increased by 9.0% to JP¥7,775Up from JP¥7,133, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥7,700. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥403 for next year compared to JP¥326 last year.분석 기사 • Jan 29Seiko Group (TSE:8050) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jan 16Seiko Group's (TSE:8050) Dividend Will Be Increased To ¥70.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...분석 기사 • Dec 23Estimating The Intrinsic Value Of Seiko Group Corporation (TSE:8050)Key Insights The projected fair value for Seiko Group is JP¥8,026 based on 2 Stage Free Cash Flow to Equity Seiko...분석 기사 • Dec 07Seiko Group (TSE:8050) Will Pay A Larger Dividend Than Last Year At ¥70.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Dec 06First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Dec 03Price target increased by 10% to JP¥7,433Up from JP¥6,733, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥7,170. Stock is up 68% over the past year. The company is forecast to post earnings per share of JP¥400 for next year compared to JP¥326 last year.공시 • Nov 29Seiko Group Corporation to Report Q3, 2026 Results on Feb 10, 2026Seiko Group Corporation announced that they will report Q3, 2026 results on Feb 10, 2026분석 기사 • Nov 14Seiko Group Corporation Beat Revenue Forecasts By 6.0%: Here's What Analysts Are Forecasting NextInvestors in Seiko Group Corporation ( TSE:8050 ) had a good week, as its shares rose 2.1% to close at JP¥7,220...Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥150 (vs JP¥127 in 2Q 2025)Second quarter 2026 results: EPS: JP¥150 (up from JP¥127 in 2Q 2025). Revenue: JP¥83.4b (up 8.4% from 2Q 2025). Net income: JP¥6.15b (up 19% from 2Q 2025). Profit margin: 7.4% (up from 6.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Nov 05Seiko Group (TSE:8050) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...분석 기사 • Oct 22Does Seiko Group (TSE:8050) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Sep 26Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Seiko Group Corporation ( TSE:8050 ) has announced that it will be paying its dividend of ¥60.00 on the...분석 기사 • Sep 11Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sSeiko Group Corporation ( TSE:8050 ) will increase its dividend from last year's comparable payment on the 5th of...Price Target Changed • Sep 04Price target increased by 22% to JP¥6,733Up from JP¥5,500, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥6,590. Stock is up 69% over the past year. The company is forecast to post earnings per share of JP¥378 for next year compared to JP¥326 last year.공시 • Sep 04Seiko Group Corporation to Report Q2, 2026 Results on Nov 11, 2025Seiko Group Corporation announced that they will report Q2, 2026 results on Nov 11, 2025분석 기사 • Aug 28Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sSeiko Group Corporation ( TSE:8050 ) will increase its dividend from last year's comparable payment on the 5th of...분석 기사 • Aug 27Is There An Opportunity With Seiko Group Corporation's (TSE:8050) 20% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Seiko Group fair value estimate is JP¥7,685 Current share...Buy Or Sell Opportunity • Aug 27Now 20% undervaluedOver the last 90 days, the stock has risen 48% to JP¥6,140. The fair value is estimated to be JP¥7,704, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥5,600, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 118% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,541 per share.분석 기사 • Aug 13There's Reason For Concern Over Seiko Group Corporation's (TSE:8050) Massive 28% Price JumpSeiko Group Corporation ( TSE:8050 ) shareholders have had their patience rewarded with a 28% share price jump in the...분석 기사 • Aug 11Seiko Group's (TSE:8050) Dividend Will Be ¥55.00Seiko Group Corporation ( TSE:8050 ) will pay a dividend of ¥55.00 on the 5th of December. This will take the annual...Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥155 (vs JP¥85.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥155 (up from JP¥85.64 in 1Q 2025). Revenue: JP¥77.1b (up 4.2% from 1Q 2025). Net income: JP¥6.35b (up 82% from 1Q 2025). Profit margin: 8.2% (up from 4.7% in 1Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury 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 15% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 28Seiko Group (TSE:8050) Will Pay A Dividend Of ¥55.00Seiko Group Corporation ( TSE:8050 ) will pay a dividend of ¥55.00 on the 5th of December. This will take the dividend...분석 기사 • Jul 13Seiko Group (TSE:8050) Will Pay A Dividend Of ¥55.00The board of Seiko Group Corporation ( TSE:8050 ) has announced that it will pay a dividend on the 5th of December...Declared Dividend • Jul 09Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 12Seiko Group Corporation to Report Q1, 2026 Results on Aug 08, 2025Seiko Group Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Buy Or Sell Opportunity • May 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥4,110. The fair value is estimated to be JP¥5,147, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥326 (up from JP¥244 in FY 2024). Revenue: JP¥304.7b (up 10% from FY 2024). Net income: JP¥13.3b (up 33% from FY 2024). Profit margin: 4.4% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 23% per year.공시 • May 13Seiko Group Corporation, Annual General Meeting, Jun 27, 2025Seiko Group Corporation, Annual General Meeting, Jun 27, 2025.분석 기사 • Apr 23Seiko Group (TSE:8050) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥3,325, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Luxury industry in Japan. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,202 per share.Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).분석 기사 • Mar 13Seiko Group (TSE:8050) Is Due To Pay A Dividend Of ¥45.00Seiko Group Corporation ( TSE:8050 ) will pay a dividend of ¥45.00 on the 30th of June. Based on this payment, the...공시 • Mar 13Seiko Group Corporation to Report Fiscal Year 2025 Results on May 13, 2025Seiko Group Corporation announced that they will report fiscal year 2025 results at 3:30 PM, Tokyo Standard Time on May 13, 2025Buy Or Sell Opportunity • Mar 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥4,160. The fair value is estimated to be JP¥5,304, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.분석 기사 • Mar 03Some Confidence Is Lacking In Seiko Group Corporation's (TSE:8050) P/ESeiko Group Corporation's ( TSE:8050 ) price-to-earnings (or "P/E") ratio of 15.1x might make it look like a sell right...분석 기사 • Feb 17Seiko Group (TSE:8050) Will Pay A Dividend Of ¥45.00Seiko Group Corporation's ( TSE:8050 ) investors are due to receive a payment of ¥45.00 per share on 30th of June. The...Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥104 (vs JP¥106 in 3Q 2024)Third quarter 2025 results: EPS: JP¥104 (down from JP¥106 in 3Q 2024). Revenue: JP¥81.5b (up 9.6% from 3Q 2024). Net income: JP¥4.27b (down 2.2% from 3Q 2024). Profit margin: 5.2% (down from 5.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Luxury 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jan 10Seiko Group (TSE:8050) Will Pay A Dividend Of ¥45.00Seiko Group Corporation ( TSE:8050 ) will pay a dividend of ¥45.00 on the 30th of June. The payment will take the...분석 기사 • Dec 27Seiko Group (TSE:8050) Is Due To Pay A Dividend Of ¥45.00The board of Seiko Group Corporation ( TSE:8050 ) has announced that it will pay a dividend on the 30th of June, with...Price Target Changed • Dec 17Price target increased by 7.1% to JP¥5,533Up from JP¥5,167, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥4,685. Stock is up 76% over the past year. The company is forecast to post earnings per share of JP¥319 for next year compared to JP¥244 last year.분석 기사 • Dec 06Seiko Group (TSE:8050) Will Pay A Dividend Of ¥45.00Seiko Group Corporation ( TSE:8050 ) will pay a dividend of ¥45.00 on the 30th of June. Based on this payment, the...Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.1%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (22% 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 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Dec 05Seiko Group Corporation to Report Q3, 2025 Results on Feb 12, 2025Seiko Group Corporation announced that they will report Q3, 2025 results on Feb 12, 2025Buy Or Sell Opportunity • Nov 28Now 21% undervaluedOver the last 90 days, the stock has risen 2.9% to JP¥4,100. The fair value is estimated to be JP¥5,160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥127 (vs JP¥93.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥127 (up from JP¥93.70 in 2Q 2024). Revenue: JP¥77.0b (up 13% from 2Q 2024). Net income: JP¥5.18b (up 34% from 2Q 2024). Profit margin: 6.7% (up from 5.7% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Luxury 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 20% per year.분석 기사 • Oct 07Seiko Group Corporation (TSE:8050) Shares Could Be 21% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Seiko Group is JP¥5,161 based on 2 Stage Free Cash Flow to Equity Seiko Group...분석 기사 • Sep 20Returns At Seiko Group (TSE:8050) Are On The Way UpIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...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 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).분석 기사 • Sep 05Seiko Group's (TSE:8050) Dividend Will Be Increased To ¥45.00Seiko Group Corporation ( TSE:8050 ) has announced that it will be increasing its dividend from last year's comparable...공시 • Sep 05Seiko Group Corporation to Report Q2, 2025 Results on Nov 12, 2024Seiko Group Corporation announced that they will report Q2, 2025 results on Nov 12, 2024Buy Or Sell Opportunity • Aug 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥4,190. The fair value is estimated to be JP¥5,239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥85.64 (vs JP¥58.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥85.64 (up from JP¥58.41 in 1Q 2024). Revenue: JP¥74.0b (up 18% from 1Q 2024). Net income: JP¥3.49b (up 45% from 1Q 2024). Profit margin: 4.7% (up from 3.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year and the company’s share price has also increased by 27% per year.분석 기사 • Aug 16Seiko Group (TSE:8050) Will Pay A Larger Dividend Than Last Year At ¥45.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...분석 기사 • Aug 05It's Down 35% But Seiko Group Corporation (TSE:8050) Could Be Riskier Than It LooksSeiko Group Corporation ( TSE:8050 ) shares have had a horrible month, losing 35% after a relatively good period...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥3,220, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,766 per share.New Risk • Aug 02New 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 High level of debt (56% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to JP¥3,855. The fair value is estimated to be JP¥4,872, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.분석 기사 • Jul 26Seiko Group (TSE:8050) Has Announced That It Will Be Increasing Its Dividend To ¥45.00Seiko Group Corporation ( TSE:8050 ) will increase its dividend from last year's comparable payment on the 5th of...분석 기사 • Jul 25Does Seiko Group (TSE:8050) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jul 11Seiko Group (TSE:8050) Is Increasing Its Dividend To ¥45.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (17% 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 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Jun 13Price target increased by 13% to JP¥5,333Up from JP¥4,733, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥4,695. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥296 for next year compared to JP¥244 last year.분석 기사 • Jun 13Estimating The Intrinsic Value Of Seiko Group Corporation (TSE:8050)Key Insights Using the 2 Stage Free Cash Flow to Equity, Seiko Group fair value estimate is JP¥4,237 With JP¥4,750...분석 기사 • May 28The Price Is Right For Seiko Group Corporation (TSE:8050)With a price-to-earnings (or "P/E") ratio of 18.4x Seiko Group Corporation ( TSE:8050 ) may be sending bearish signals...Reported Earnings • May 18Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥244 (up from JP¥122 in FY 2023). Revenue: JP¥276.8b (up 6.3% from FY 2023). Net income: JP¥10.1b (up 100% from FY 2023). Profit margin: 3.6% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury 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 26% per year.공시 • May 16Seiko Group Corporation, Annual General Meeting, Jun 27, 2024Seiko Group Corporation, Annual General Meeting, Jun 27, 2024.분석 기사 • May 02Returns On Capital At Seiko Group (TSE:8050) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Apr 12Seiko Group (TSE:8050) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).분석 기사 • Mar 13Calculating The Fair Value Of Seiko Group Corporation (TSE:8050)Key Insights Using the 2 Stage Free Cash Flow to Equity, Seiko Group fair value estimate is JP¥4,299 Current share...Price Target Changed • Mar 05Price target increased by 17% to JP¥4,300Up from JP¥3,667, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥3,725. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥236 for next year compared to JP¥122 last year.공시 • Feb 29Seiko Group Corporation to Report Fiscal Year 2024 Results on May 14, 2024Seiko Group Corporation announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on May 14, 2024분석 기사 • Feb 26Market Participants Recognise Seiko Group Corporation's (TSE:8050) Earnings Pushing Shares 28% HigherSeiko Group Corporation ( TSE:8050 ) shareholders have had their patience rewarded with a 28% share price jump in the...Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,190, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,703 per share.Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥106 (vs JP¥68.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥106 (up from JP¥68.14 in 3Q 2023). Revenue: JP¥74.4b (up 10% from 3Q 2023). Net income: JP¥4.36b (up 55% from 3Q 2023). Profit margin: 5.9% (up from 4.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Price Target Changed • Feb 15Price target decreased by 8.3% to JP¥3,667Down from JP¥4,000, the current price target is an average from 3 analysts. New target price is 20% above last closing price of JP¥3,045. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥242 for next year compared to JP¥122 last year.Buying Opportunity • Dec 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be JP¥3,237, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.공시 • Nov 30Seiko Group Corporation to Report Q3, 2024 Results on Feb 14, 2024Seiko Group Corporation announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 18Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥93.70 (up from JP¥86.89 in 2Q 2023). Revenue: JP¥68.3b (flat on 2Q 2023). Net income: JP¥3.87b (up 7.9% from 2Q 2023). Profit margin: 5.7% (up from 5.3% in 2Q 2023). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.매출 및 비용 세부 내역Seiko Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:8050 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 26335,68621,980124,329031 Dec 25326,34620,918120,268030 Sep 25314,26717,147118,207030 Jun 25307,81816,176115,779031 Mar 25304,74413,316115,827031 Dec 24303,64912,343114,586030 Sep 24296,51312,437112,512030 Jun 24287,89811,132110,860031 Mar 24276,80710,051107,948031 Dec 23268,7177,567105,515030 Sep 23261,8786,017104,117030 Jun 23261,3755,732102,154031 Mar 23260,5045,028100,564031 Dec 22260,98010,60997,295030 Sep 22256,90810,51495,167030 Jun 22244,8518,06992,845031 Mar 22237,3826,41590,408031 Dec 21230,5345,08887,430030 Sep 21225,5762,56184,621030 Jun 21221,6682,58683,485031 Mar 21202,6713,47577,672031 Dec 20200,420-68479,216030 Sep 20204,4889481,145030 Jun 20216,2232,18382,645031 Mar 20239,1503,39488,794031 Dec 19243,8535,93588,934030 Sep 19248,3738,49088,412030 Jun 19246,4658,33487,404031 Mar 19247,2939,24986,943031 Dec 18248,20616,76087,893030 Sep 18256,57415,26089,303030 Jun 18264,42413,41090,239031 Mar 18268,52911,54191,461031 Dec 17274,5489,23090,994030 Sep 17267,7449,35389,649030 Jun 17261,1547,85988,662031 Mar 17257,1155,39288,804031 Dec 16258,8009690,689030 Sep 16267,5623,10993,124030 Jun 16285,4657,14395,438031 Mar 16296,70512,14295,233031 Dec 15305,05910,46595,852030 Sep 15307,06216,05195,5480양질의 수익: 8050는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 8050의 현재 순 이익률 (6.5%)은 지난해 (4.4%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 8050의 수익은 지난 5년 동안 연평균 32.8%로 크게 증가했습니다.성장 가속화: 지난 1년간 8050 의 수익 증가율(65.1%)은 연간 평균(32.8%)을 초과합니다.수익 대 산업: 8050의 지난 1년 수익 증가율(65.1%)은 Luxury 업계의 19.2%를 상회했습니다.자기자본이익률높은 ROE: 8050의 자본 수익률(12.4%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-durables 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/11 01:56종가2026/07/10 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 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 소스Seiko Group Corporation는 7명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ayaka InomataDaiwa Securities Co. Ltd.Hiroshi TaguchiDeutsche BankNagamatsu RikkiMarusan Securities Co. Ltd.4명의 분석가 더 보기
공시 • Jun 12Seiko Group Corporation to Report Q1, 2027 Results on Aug 07, 2026Seiko Group Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥538 (up from JP¥163 in FY 2025). Revenue: JP¥335.7b (up 10% from FY 2025). Net income: JP¥22.0b (up 65% from FY 2025). Profit margin: 6.5% (up from 4.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Mar 07Seiko Group Corporation to Report Fiscal Year 2026 Results on May 13, 2026Seiko Group Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 13, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥197 (vs JP¥104 in 3Q 2025)Third quarter 2026 results: EPS: JP¥197 (up from JP¥104 in 3Q 2025). Revenue: JP¥93.6b (up 15% from 3Q 2025). Net income: JP¥8.04b (up 88% from 3Q 2025). Profit margin: 8.6% (up from 5.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Nov 29Seiko Group Corporation to Report Q3, 2026 Results on Feb 10, 2026Seiko Group Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥150 (vs JP¥127 in 2Q 2025)Second quarter 2026 results: EPS: JP¥150 (up from JP¥127 in 2Q 2025). Revenue: JP¥83.4b (up 8.4% from 2Q 2025). Net income: JP¥6.15b (up 19% from 2Q 2025). Profit margin: 7.4% (up from 6.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jun 17Seiko Group (TSE:8050) Stock Looks Stretched After Investment Unit ReviewEvent overview and why Seiko Group stock is in focus Seiko Group (TSE:8050) has drawn fresh attention after stating that it is considering a reduction in its investment unit. The company described this potential change as a way to broaden its investor base and improve share liquidity. See our latest analysis for Seiko Group. Investors appear to be responding to the potential investment unit reduction, with Seiko Group’s share price at ¥7,780 after a 7.31% 1 day share price return and a year...
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,780, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the Luxury industry in Japan. Total returns to shareholders of 539% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,514 per share.
Price Target Changed • Jun 15Price target increased by 12% to JP¥8,150Up from JP¥7,263, the current price target is an average from 4 analysts. New target price is 10% above last closing price of JP¥7,380. Stock is up 251% over the past year. The company is forecast to post earnings per share of JP¥298 for next year compared to JP¥269 last year.
공시 • Jun 12Seiko Group Corporation to Report Q1, 2027 Results on Aug 07, 2026Seiko Group Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
속보 • May 22Seiko Group Posts 65% Profit Surge and Stock Split With Higher Dividend OutlookSeiko Group reported a 65% profit surge and double-digit sales growth for the fiscal year ending March 31, 2026, supported by improved margins and a stronger equity ratio. The company raised its annual dividend to ¥165 per share, above its 30% payout target, indicating a focus on returning cash to shareholders while still adding to internal reserves. Seiko executed a 2-for-1 stock split effective April 1, 2026, adjusted dividend payments to align with the new share structure, and is forecasting a 6.6% rise in net sales along with higher operating and ordinary profits for fiscal 2027. The combination of stronger profitability, a higher dividend, and a stock split suggests that management is signaling confidence in the current business position and earnings outlook. For investors, key factors to monitor include whether margins and sales continue to support the richer dividend policy and how the increased share count after the split influences trading liquidity and investor interest.
Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥538 (up from JP¥163 in FY 2025). Revenue: JP¥335.7b (up 10% from FY 2025). Net income: JP¥22.0b (up 65% from FY 2025). Profit margin: 6.5% (up from 4.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 13Seiko Group Corporation, Annual General Meeting, Jun 25, 2026Seiko Group Corporation, Annual General Meeting, Jun 25, 2026.
Buy Or Sell Opportunity • May 07Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to JP¥6,000. The fair value is estimated to be JP¥4,856, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).
공시 • Mar 07Seiko Group Corporation to Report Fiscal Year 2026 Results on May 13, 2026Seiko Group Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 13, 2026
Major Estimate Revision • Feb 27Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥319.8b to JP¥324.1b. EPS estimate increased from JP¥406 to JP¥450 per share. Net income forecast to shrink 6.4% next year vs 10% growth forecast for Luxury industry in Japan . Consensus price target up from JP¥7,775 to JP¥10,975. Share price rose 15% to JP¥13,240 over the past week.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥10,680, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Luxury industry in Japan. Total returns to shareholders of 287% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,006 per share.
분석 기사 • Feb 13Seiko Group (TSE:8050) Is Increasing Its Dividend To ¥70.00The board of Seiko Group Corporation ( TSE:8050 ) has announced that it will be paying its dividend of ¥70.00 on the...
공시 • Feb 13+ 1 more updateSeiko Group Revises Dividend Guidance for the Fiscal Year Ending March 31, 2026Seiko Group revised dividend guidance for the Fiscal Year Ending March 31, 2026. For the period, the company now expected to pay dividend of JPY 90.00 per share as previously forecasted JPY 70 per share against JPY 55.00 per share paid a year ago.
분석 기사 • Feb 12Optimistic Investors Push Seiko Group Corporation (TSE:8050) Shares Up 38% But Growth Is LackingThe Seiko Group Corporation ( TSE:8050 ) share price has done very well over the last month, posting an excellent gain...
New Risk • Feb 12New 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 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.2% average weekly change).
Buy Or Sell Opportunity • Feb 12Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to JP¥10,060. The fair value is estimated to be JP¥7,806, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥197 (vs JP¥104 in 3Q 2025)Third quarter 2026 results: EPS: JP¥197 (up from JP¥104 in 3Q 2025). Revenue: JP¥93.6b (up 15% from 3Q 2025). Net income: JP¥8.04b (up 88% from 3Q 2025). Profit margin: 8.6% (up from 5.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jan 31Price target increased by 9.0% to JP¥7,775Up from JP¥7,133, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥7,700. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥403 for next year compared to JP¥326 last year.
분석 기사 • Jan 29Seiko Group (TSE:8050) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Jan 16Seiko Group's (TSE:8050) Dividend Will Be Increased To ¥70.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...
분석 기사 • Dec 23Estimating The Intrinsic Value Of Seiko Group Corporation (TSE:8050)Key Insights The projected fair value for Seiko Group is JP¥8,026 based on 2 Stage Free Cash Flow to Equity Seiko...
분석 기사 • Dec 07Seiko Group (TSE:8050) Will Pay A Larger Dividend Than Last Year At ¥70.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Dec 06First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Dec 03Price target increased by 10% to JP¥7,433Up from JP¥6,733, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥7,170. Stock is up 68% over the past year. The company is forecast to post earnings per share of JP¥400 for next year compared to JP¥326 last year.
공시 • Nov 29Seiko Group Corporation to Report Q3, 2026 Results on Feb 10, 2026Seiko Group Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
분석 기사 • Nov 14Seiko Group Corporation Beat Revenue Forecasts By 6.0%: Here's What Analysts Are Forecasting NextInvestors in Seiko Group Corporation ( TSE:8050 ) had a good week, as its shares rose 2.1% to close at JP¥7,220...
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥150 (vs JP¥127 in 2Q 2025)Second quarter 2026 results: EPS: JP¥150 (up from JP¥127 in 2Q 2025). Revenue: JP¥83.4b (up 8.4% from 2Q 2025). Net income: JP¥6.15b (up 19% from 2Q 2025). Profit margin: 7.4% (up from 6.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Nov 05Seiko Group (TSE:8050) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
분석 기사 • Oct 22Does Seiko Group (TSE:8050) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Sep 26Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Seiko Group Corporation ( TSE:8050 ) has announced that it will be paying its dividend of ¥60.00 on the...
분석 기사 • Sep 11Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sSeiko Group Corporation ( TSE:8050 ) will increase its dividend from last year's comparable payment on the 5th of...
Price Target Changed • Sep 04Price target increased by 22% to JP¥6,733Up from JP¥5,500, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥6,590. Stock is up 69% over the past year. The company is forecast to post earnings per share of JP¥378 for next year compared to JP¥326 last year.
공시 • Sep 04Seiko Group Corporation to Report Q2, 2026 Results on Nov 11, 2025Seiko Group Corporation announced that they will report Q2, 2026 results on Nov 11, 2025
분석 기사 • Aug 28Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sSeiko Group Corporation ( TSE:8050 ) will increase its dividend from last year's comparable payment on the 5th of...
분석 기사 • Aug 27Is There An Opportunity With Seiko Group Corporation's (TSE:8050) 20% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Seiko Group fair value estimate is JP¥7,685 Current share...
Buy Or Sell Opportunity • Aug 27Now 20% undervaluedOver the last 90 days, the stock has risen 48% to JP¥6,140. The fair value is estimated to be JP¥7,704, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥5,600, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 118% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,541 per share.
분석 기사 • Aug 13There's Reason For Concern Over Seiko Group Corporation's (TSE:8050) Massive 28% Price JumpSeiko Group Corporation ( TSE:8050 ) shareholders have had their patience rewarded with a 28% share price jump in the...
분석 기사 • Aug 11Seiko Group's (TSE:8050) Dividend Will Be ¥55.00Seiko Group Corporation ( TSE:8050 ) will pay a dividend of ¥55.00 on the 5th of December. This will take the annual...
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥155 (vs JP¥85.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥155 (up from JP¥85.64 in 1Q 2025). Revenue: JP¥77.1b (up 4.2% from 1Q 2025). Net income: JP¥6.35b (up 82% from 1Q 2025). Profit margin: 8.2% (up from 4.7% in 1Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury 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 15% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 28Seiko Group (TSE:8050) Will Pay A Dividend Of ¥55.00Seiko Group Corporation ( TSE:8050 ) will pay a dividend of ¥55.00 on the 5th of December. This will take the dividend...
분석 기사 • Jul 13Seiko Group (TSE:8050) Will Pay A Dividend Of ¥55.00The board of Seiko Group Corporation ( TSE:8050 ) has announced that it will pay a dividend on the 5th of December...
Declared Dividend • Jul 09Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 12Seiko Group Corporation to Report Q1, 2026 Results on Aug 08, 2025Seiko Group Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Buy Or Sell Opportunity • May 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥4,110. The fair value is estimated to be JP¥5,147, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥326 (up from JP¥244 in FY 2024). Revenue: JP¥304.7b (up 10% from FY 2024). Net income: JP¥13.3b (up 33% from FY 2024). Profit margin: 4.4% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 23% per year.
공시 • May 13Seiko Group Corporation, Annual General Meeting, Jun 27, 2025Seiko Group Corporation, Annual General Meeting, Jun 27, 2025.
분석 기사 • Apr 23Seiko Group (TSE:8050) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥3,325, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Luxury industry in Japan. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,202 per share.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
분석 기사 • Mar 13Seiko Group (TSE:8050) Is Due To Pay A Dividend Of ¥45.00Seiko Group Corporation ( TSE:8050 ) will pay a dividend of ¥45.00 on the 30th of June. Based on this payment, the...
공시 • Mar 13Seiko Group Corporation to Report Fiscal Year 2025 Results on May 13, 2025Seiko Group Corporation announced that they will report fiscal year 2025 results at 3:30 PM, Tokyo Standard Time on May 13, 2025
Buy Or Sell Opportunity • Mar 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥4,160. The fair value is estimated to be JP¥5,304, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
분석 기사 • Mar 03Some Confidence Is Lacking In Seiko Group Corporation's (TSE:8050) P/ESeiko Group Corporation's ( TSE:8050 ) price-to-earnings (or "P/E") ratio of 15.1x might make it look like a sell right...
분석 기사 • Feb 17Seiko Group (TSE:8050) Will Pay A Dividend Of ¥45.00Seiko Group Corporation's ( TSE:8050 ) investors are due to receive a payment of ¥45.00 per share on 30th of June. The...
Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥104 (vs JP¥106 in 3Q 2024)Third quarter 2025 results: EPS: JP¥104 (down from JP¥106 in 3Q 2024). Revenue: JP¥81.5b (up 9.6% from 3Q 2024). Net income: JP¥4.27b (down 2.2% from 3Q 2024). Profit margin: 5.2% (down from 5.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Luxury 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jan 10Seiko Group (TSE:8050) Will Pay A Dividend Of ¥45.00Seiko Group Corporation ( TSE:8050 ) will pay a dividend of ¥45.00 on the 30th of June. The payment will take the...
분석 기사 • Dec 27Seiko Group (TSE:8050) Is Due To Pay A Dividend Of ¥45.00The board of Seiko Group Corporation ( TSE:8050 ) has announced that it will pay a dividend on the 30th of June, with...
Price Target Changed • Dec 17Price target increased by 7.1% to JP¥5,533Up from JP¥5,167, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥4,685. Stock is up 76% over the past year. The company is forecast to post earnings per share of JP¥319 for next year compared to JP¥244 last year.
분석 기사 • Dec 06Seiko Group (TSE:8050) Will Pay A Dividend Of ¥45.00Seiko Group Corporation ( TSE:8050 ) will pay a dividend of ¥45.00 on the 30th of June. Based on this payment, the...
Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.1%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (22% 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 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Dec 05Seiko Group Corporation to Report Q3, 2025 Results on Feb 12, 2025Seiko Group Corporation announced that they will report Q3, 2025 results on Feb 12, 2025
Buy Or Sell Opportunity • Nov 28Now 21% undervaluedOver the last 90 days, the stock has risen 2.9% to JP¥4,100. The fair value is estimated to be JP¥5,160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥127 (vs JP¥93.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥127 (up from JP¥93.70 in 2Q 2024). Revenue: JP¥77.0b (up 13% from 2Q 2024). Net income: JP¥5.18b (up 34% from 2Q 2024). Profit margin: 6.7% (up from 5.7% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Luxury 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 20% per year.
분석 기사 • Oct 07Seiko Group Corporation (TSE:8050) Shares Could Be 21% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Seiko Group is JP¥5,161 based on 2 Stage Free Cash Flow to Equity Seiko Group...
분석 기사 • Sep 20Returns At Seiko Group (TSE:8050) Are On The Way UpIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).
분석 기사 • Sep 05Seiko Group's (TSE:8050) Dividend Will Be Increased To ¥45.00Seiko Group Corporation ( TSE:8050 ) has announced that it will be increasing its dividend from last year's comparable...
공시 • Sep 05Seiko Group Corporation to Report Q2, 2025 Results on Nov 12, 2024Seiko Group Corporation announced that they will report Q2, 2025 results on Nov 12, 2024
Buy Or Sell Opportunity • Aug 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥4,190. The fair value is estimated to be JP¥5,239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.
Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥85.64 (vs JP¥58.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥85.64 (up from JP¥58.41 in 1Q 2024). Revenue: JP¥74.0b (up 18% from 1Q 2024). Net income: JP¥3.49b (up 45% from 1Q 2024). Profit margin: 4.7% (up from 3.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year and the company’s share price has also increased by 27% per year.
분석 기사 • Aug 16Seiko Group (TSE:8050) Will Pay A Larger Dividend Than Last Year At ¥45.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...
분석 기사 • Aug 05It's Down 35% But Seiko Group Corporation (TSE:8050) Could Be Riskier Than It LooksSeiko Group Corporation ( TSE:8050 ) shares have had a horrible month, losing 35% after a relatively good period...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥3,220, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,766 per share.
New Risk • Aug 02New 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 High level of debt (56% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).
Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to JP¥3,855. The fair value is estimated to be JP¥4,872, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
분석 기사 • Jul 26Seiko Group (TSE:8050) Has Announced That It Will Be Increasing Its Dividend To ¥45.00Seiko Group Corporation ( TSE:8050 ) will increase its dividend from last year's comparable payment on the 5th of...
분석 기사 • Jul 25Does Seiko Group (TSE:8050) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Jul 11Seiko Group (TSE:8050) Is Increasing Its Dividend To ¥45.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (17% 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 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Jun 13Price target increased by 13% to JP¥5,333Up from JP¥4,733, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥4,695. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥296 for next year compared to JP¥244 last year.
분석 기사 • Jun 13Estimating The Intrinsic Value Of Seiko Group Corporation (TSE:8050)Key Insights Using the 2 Stage Free Cash Flow to Equity, Seiko Group fair value estimate is JP¥4,237 With JP¥4,750...
분석 기사 • May 28The Price Is Right For Seiko Group Corporation (TSE:8050)With a price-to-earnings (or "P/E") ratio of 18.4x Seiko Group Corporation ( TSE:8050 ) may be sending bearish signals...
Reported Earnings • May 18Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥244 (up from JP¥122 in FY 2023). Revenue: JP¥276.8b (up 6.3% from FY 2023). Net income: JP¥10.1b (up 100% from FY 2023). Profit margin: 3.6% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury 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 26% per year.
공시 • May 16Seiko Group Corporation, Annual General Meeting, Jun 27, 2024Seiko Group Corporation, Annual General Meeting, Jun 27, 2024.
분석 기사 • May 02Returns On Capital At Seiko Group (TSE:8050) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Apr 12Seiko Group (TSE:8050) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).
분석 기사 • Mar 13Calculating The Fair Value Of Seiko Group Corporation (TSE:8050)Key Insights Using the 2 Stage Free Cash Flow to Equity, Seiko Group fair value estimate is JP¥4,299 Current share...
Price Target Changed • Mar 05Price target increased by 17% to JP¥4,300Up from JP¥3,667, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥3,725. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥236 for next year compared to JP¥122 last year.
공시 • Feb 29Seiko Group Corporation to Report Fiscal Year 2024 Results on May 14, 2024Seiko Group Corporation announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on May 14, 2024
분석 기사 • Feb 26Market Participants Recognise Seiko Group Corporation's (TSE:8050) Earnings Pushing Shares 28% HigherSeiko Group Corporation ( TSE:8050 ) shareholders have had their patience rewarded with a 28% share price jump in the...
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,190, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,703 per share.
Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥106 (vs JP¥68.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥106 (up from JP¥68.14 in 3Q 2023). Revenue: JP¥74.4b (up 10% from 3Q 2023). Net income: JP¥4.36b (up 55% from 3Q 2023). Profit margin: 5.9% (up from 4.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Feb 15Price target decreased by 8.3% to JP¥3,667Down from JP¥4,000, the current price target is an average from 3 analysts. New target price is 20% above last closing price of JP¥3,045. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥242 for next year compared to JP¥122 last year.
Buying Opportunity • Dec 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be JP¥3,237, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
공시 • Nov 30Seiko Group Corporation to Report Q3, 2024 Results on Feb 14, 2024Seiko Group Corporation announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 18Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥93.70 (up from JP¥86.89 in 2Q 2023). Revenue: JP¥68.3b (flat on 2Q 2023). Net income: JP¥3.87b (up 7.9% from 2Q 2023). Profit margin: 5.7% (up from 5.3% in 2Q 2023). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.