SAN-ALTD (2659) 주식 개요는 오키나와에서 슈퍼마켓 체인을 운영하고 있습니다. 자세히 보기2659 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장1/6과거 실적2/6재무 건전성6/6배당5/6강점수익은 매년 8.05% 증가할 것으로 예상됩니다.3.42% 의 안정적인 배당금을 지급합니다.위험 분석우리의 위험 점검에서 2659에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기2659 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥3.22k7.2% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0291b2016201920222025202620282031Revenue JP¥291.4bEarnings JP¥12.7bAdvancedSet Fair ValueView all narrativesSAN-A CO.,LTD. 경쟁사Valor HoldingsSymbol: TSE:9956Market cap: JP¥185.4bARCSSymbol: TSE:9948Market cap: JP¥176.6bLifeSymbol: TSE:8194Market cap: JP¥216.9bFujiSymbol: TSE:8278Market cap: JP¥180.9b가격 이력 및 성과SAN-ALTD 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥3,220.0052주 최고가JP¥3,485.0052주 최저가JP¥2,632.00베타-0.0331개월 변동-2.42%3개월 변동4.04%1년 변동9.19%3년 변동39.70%5년 변동50.47%IPO 이후 변동827.37%최근 뉴스 및 업데이트공시 • 7hSAN-A CO.,LTD. to Report Q1, 2027 Results on Jul 07, 2026SAN-A CO.,LTD. announced that they will report Q1, 2027 results on Jul 07, 2026분석 기사 • Apr 14Some May Be Optimistic About SAN-ALTD's (TSE:2659) EarningsSAN-A CO.,LTD.'s ( TSE:2659 ) stock was strong despite it releasing a soft earnings report last week. We think that...Reported Earnings • Apr 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥173 (down from JP¥185 in FY 2025). Revenue: JP¥245.5b (up 3.5% from FY 2025). Net income: JP¥10.7b (down 6.9% from FY 2025). Profit margin: 4.3% (down from 4.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.공시 • Apr 07+ 1 more updateSAN-A CO.,LTD., Annual General Meeting, May 26, 2026SAN-A CO.,LTD., Annual General Meeting, May 26, 2026.공시 • Apr 02SAN-A CO.,LTD. to Report Fiscal Year 2026 Results on Apr 07, 2026SAN-A CO.,LTD. announced that they will report fiscal year 2026 results on Apr 07, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).더 많은 업데이트 보기Recent updates공시 • 7hSAN-A CO.,LTD. to Report Q1, 2027 Results on Jul 07, 2026SAN-A CO.,LTD. announced that they will report Q1, 2027 results on Jul 07, 2026분석 기사 • Apr 14Some May Be Optimistic About SAN-ALTD's (TSE:2659) EarningsSAN-A CO.,LTD.'s ( TSE:2659 ) stock was strong despite it releasing a soft earnings report last week. We think that...Reported Earnings • Apr 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥173 (down from JP¥185 in FY 2025). Revenue: JP¥245.5b (up 3.5% from FY 2025). Net income: JP¥10.7b (down 6.9% from FY 2025). Profit margin: 4.3% (down from 4.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.공시 • Apr 07+ 1 more updateSAN-A CO.,LTD., Annual General Meeting, May 26, 2026SAN-A CO.,LTD., Annual General Meeting, May 26, 2026.공시 • Apr 02SAN-A CO.,LTD. to Report Fiscal Year 2026 Results on Apr 07, 2026SAN-A CO.,LTD. announced that they will report fiscal year 2026 results on Apr 07, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).분석 기사 • Feb 12SAN-ALTD's (TSE:2659) Upcoming Dividend Will Be Larger Than Last Year'sSAN-A CO.,LTD.'s ( TSE:2659 ) dividend will be increasing from last year's payment of the same period to ¥100.00 on...분석 기사 • Jan 27Estimating The Fair Value Of SAN-A CO.,LTD. (TSE:2659)Key Insights The projected fair value for SAN-ALTD is JP¥2,798 based on Dividend Discount Model With JP¥2,959 share...분석 기사 • Jan 09SAN-ALTD (TSE:2659) Has Announced That It Will Be Increasing Its Dividend To ¥100.00The board of SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will be paying its dividend of ¥100.00 on the 28th of...Reported Earnings • Jan 08Third quarter 2026 earnings released: EPS: JP¥35.62 (vs JP¥35.77 in 3Q 2025)Third quarter 2026 results: EPS: JP¥35.62 (down from JP¥35.77 in 3Q 2025). Revenue: JP¥55.3b (down 1.3% from 3Q 2025). Net income: JP¥2.20b (flat on 3Q 2025). Profit margin: 4.0% (in line with 3Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 15% per year.공시 • Jan 08SAN-A CO.,LTD. Announces Earnings Forecast for the Fiscal Year Ending February 28, 2026SAN-A CO.,LTD. announced earnings forecast for the fiscal year ending February 28, 2026. For the period, the company expects operating revenue of JPY 247,876 million, operating profit of JPY 17,227 million, Profit attributable to owners of parent of JPY 11,005 million and Basic earnings per share of JPY 177.98 million.분석 기사 • Nov 03SAN-ALTD's (TSE:2659) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will be paying its dividend of ¥100.00 on the 28th of...공시 • Nov 03SAN-A CO.,LTD. to Report Q3, 2026 Results on Jan 07, 2026SAN-A CO.,LTD. announced that they will report Q3, 2026 results on Jan 07, 2026분석 기사 • Oct 09SAN-ALTD (TSE:2659) Will Pay A Larger Dividend Than Last Year At ¥100.00SAN-A CO.,LTD. ( TSE:2659 ) will increase its dividend from last year's comparable payment on the 28th of May to...Declared Dividend • Oct 09Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 08Second quarter 2026 earnings released: EPS: JP¥47.73 (vs JP¥51.18 in 2Q 2025)Second quarter 2026 results: EPS: JP¥47.73 (down from JP¥51.18 in 2Q 2025). Revenue: JP¥67.9b (up 7.7% from 2Q 2025). Net income: JP¥2.95b (down 6.7% from 2Q 2025). Profit margin: 4.4% (down from 5.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Aug 01SAN-A CO.,LTD. to Report Q2, 2026 Results on Oct 07, 2025SAN-A CO.,LTD. announced that they will report Q2, 2026 results on Oct 07, 2025Board Change • Jul 07Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Eriko Miyakuni was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 14SAN-A CO.,LTD. to Report Q1, 2026 Results on Jul 04, 2025SAN-A CO.,LTD. announced that they will report Q1, 2026 results on Jul 04, 2025Reported Earnings • Apr 08Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥185 (up from JP¥173 in FY 2024). Revenue: JP¥237.2b (up 4.2% from FY 2024). Net income: JP¥11.5b (up 7.4% from FY 2024). Profit margin: 4.8% (up from 4.7% in FY 2024). 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 4.2% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Consumer Retailing 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 9% per year, which means it is significantly lagging earnings growth.공시 • Apr 07SAN-A CO.,LTD., Annual General Meeting, May 27, 2025SAN-A CO.,LTD., Annual General Meeting, May 27, 2025.분석 기사 • Feb 03SAN-ALTD (TSE:2659) Will Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) will pay a dividend of ¥55.00 on the 29th of May. This means the dividend yield will be...공시 • Feb 03SAN-A CO.,LTD. to Report Fiscal Year 2025 Results on Apr 07, 2025SAN-A CO.,LTD. announced that they will report fiscal year 2025 results on Apr 07, 2025분석 기사 • Jan 16SAN-ALTD's (TSE:2659) Dividend Will Be ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. This...New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.Reported Earnings • Jan 09Third quarter 2025 earnings released: EPS: JP¥35.77 (vs JP¥36.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.77 (down from JP¥36.36 in 3Q 2024). Revenue: JP¥56.0b (up 3.4% from 3Q 2024). Net income: JP¥2.21b (down 1.6% from 3Q 2024). Profit margin: 4.0% (down from 4.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing 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 12% per year, which means it is significantly lagging earnings growth.분석 기사 • Dec 29Here's What To Make Of SAN-ALTD's (TSE:2659) Decelerating Rates Of ReturnWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Price Target Changed • Dec 09Price target increased by 18% to JP¥3,400Up from JP¥2,875, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥2,754. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥173 last year.분석 기사 • Dec 03SAN-ALTD (TSE:2659) Is Due To Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. Based on...공시 • Dec 03SAN-A CO.,LTD. to Report Q3, 2025 Results on Jan 08, 2025SAN-A CO.,LTD. announced that they will report Q3, 2025 results on Jan 08, 2025분석 기사 • Oct 12We Think SAN-ALTD's (TSE:2659) Robust Earnings Are ConservativeSAN-A CO.,LTD.'s ( TSE:2659 ) strong earnings report was rewarded with a positive stock price move. We have done some...Reported Earnings • Oct 09Second quarter 2025 earnings released: EPS: JP¥423,355 (vs JP¥52.36 in 2Q 2024)Second quarter 2025 results: EPS: JP¥423,355. Revenue: JP¥63.0b (up 6.4% from 2Q 2024). Net income: JP¥3.17b (down 2.2% from 2Q 2024). Profit margin: 5.0% (down from 5.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Consumer Retailing industry in Japan.분석 기사 • Oct 06SAN-ALTD (TSE:2659) Will Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. Based on...Declared Dividend • Oct 06Dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 29th May 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Aug 14Here's Why We Think SAN-ALTD (TSE:2659) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...공시 • Jul 31SAN-A CO.,LTD. to Report Q2, 2025 Results on Oct 04, 2024SAN-A CO.,LTD. announced that they will report Q2, 2025 results on Oct 04, 2024공시 • Jul 10SAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 2025SAN-A CO.,LTD. provided dividend guidance for the year ending February 28, 2025. For the period, the company expects a dividend of ¥55.00 per share against ¥110.00 per share paid a year ago.공시 • Jul 09SAN-A CO.,LTD. Announces Earnings Guidance for the Full Year Ending February 28, 2025SAN-A CO.,LTD. announced earnings guidance for the full year ending February 28, 2025. For the full year ending February 28, 2025, the company expects operating revenue of JPY 236,120 million, operating profit of JPY 16,670 million and profit attributable to owners of the parent of JPY 11,185 million or JPY 180.92 per share.Reported Earnings • Jul 07First quarter 2025 earnings released: EPS: JP¥89.58 (vs JP¥76.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥89.58 (up from JP¥76.72 in 1Q 2024). Revenue: JP¥57.7b (up 3.7% from 1Q 2024). Net income: JP¥2.77b (up 17% from 1Q 2024). Profit margin: 4.8% (up from 4.3% in 1Q 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 3.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 06Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥338 to JP¥382. Revenue forecast unchanged at JP¥236.0b. Net income forecast to grow 10% next year vs 6.1% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥5,750 to JP¥5,900. Share price rose 3.2% to JP¥4,890 over the past week.Reported Earnings • Jun 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥346 (up from JP¥245 in FY 2023). Revenue: JP¥227.6b (up 6.6% from FY 2023). Net income: JP¥10.7b (up 41% from FY 2023). Profit margin: 4.7% (up from 3.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Consumer Retailing 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.공시 • May 06SAN-A CO.,LTD. to Report Q1, 2025 Results on Jul 05, 2024SAN-A CO.,LTD. announced that they will report Q1, 2025 results on Jul 05, 2024Reported Earnings • Apr 07Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥346 (up from JP¥245 in FY 2023). Revenue: JP¥227.6b (up 6.6% from FY 2023). Net income: JP¥10.7b (up 41% from FY 2023). Profit margin: 4.7% (up from 3.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Consumer Retailing 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 2% per year, which means it is significantly lagging earnings growth.공시 • Mar 01SAN-A CO.,LTD. to Report Fiscal Year 2024 Results on Apr 05, 2024SAN-A CO.,LTD. announced that they will report fiscal year 2024 results on Apr 05, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. 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 (3.3%). In line with average of industry peers (1.5%).공시 • Jan 12+ 1 more updateSAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Year Ending February 29, 2024SAN-A CO.,LTD. provided consolidated earnings guidance for the year ending February 29, 2024. For the period, the company expects operating revenue of JPY 224,090 million, operating profit of JPY 14,140 million, profit attributable to owners of parent of JPY 9,480 million and earnings per share of JPY 306.70.Reported Earnings • Jan 08Third quarter 2024 earnings released: EPS: JP¥72.72 (vs JP¥45.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥72.72 (up from JP¥45.08 in 3Q 2023). Revenue: JP¥54.1b (up 6.5% from 3Q 2023). Net income: JP¥2.25b (up 61% from 3Q 2023). Profit margin: 4.2% (up from 2.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Dec 12Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥224.9b to JP¥228.6b. EPS estimate increased from JP¥280 to JP¥319 per share. Net income forecast to grow 8.5% next year vs 6.0% growth forecast for Consumer Retailing industry in Japan. Consensus price target broadly unchanged at JP¥5,750. Share price was steady at JP¥4,655 over the past week.공시 • Nov 04SAN-A CO.,LTD. to Report Q3, 2024 Results on Jan 05, 2024SAN-A CO.,LTD. announced that they will report Q3, 2024 results on Jan 05, 2024공시 • Oct 10+ 1 more updateSAN-A CO.,LTD. Provides Fiscal Year-End Cash Dividend Guidance for the Year Ending February 29, 2024SAN-A CO.,LTD. provided fiscal year-end cash dividend guidance for the year ending February 29, 2024. For the period, the company expects to pay year-end dividend of JPY 74.00 per share compared to JPY 74.00 per share paid a year ago.Reported Earnings • Oct 06Second quarter 2024 earnings released: EPS: JP¥105 (vs JP¥68.64 in 2Q 2023)Second quarter 2024 results: EPS: JP¥105 (up from JP¥68.64 in 2Q 2023). Revenue: JP¥59.2b (up 6.4% from 2Q 2023). Net income: JP¥3.24b (up 53% from 2Q 2023). Profit margin: 5.5% (up from 3.8% in 2Q 2023). 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 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Jul 31+ 1 more updateSAN-A CO.,LTD. to Report Q2, 2024 Results on Oct 05, 2023SAN-A CO.,LTD. announced that they will report Q2, 2024 results on Oct 05, 2023Reported Earnings • Jul 06First quarter 2024 earnings released: EPS: JP¥76.72 (vs JP¥54.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥76.72 (up from JP¥54.89 in 1Q 2023). Revenue: JP¥55.6b (up 8.7% from 1Q 2023). Net income: JP¥2.37b (up 40% from 1Q 2023). Profit margin: 4.3% (up from 3.3% in 1Q 2023). 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 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.Buying Opportunity • Jun 30Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Buying Opportunity • Jun 15Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Buying Opportunity • May 30Now 20% undervaluedOver the last 90 days, the stock is up 8.4%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Price Target Changed • May 12Price target increased by 10% to JP¥5,500Up from JP¥5,000, the current price target is provided by 1 analyst. New target price is 15% above last closing price of JP¥4,770. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥269 for next year compared to JP¥245 last year.공시 • May 08SAN-A CO.,LTD. to Report Q1, 2024 Results on Jul 05, 2023SAN-A CO.,LTD. announced that they will report Q1, 2024 results on Jul 05, 2023Reported Earnings • Apr 08Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥245 (up from JP¥211 in FY 2022). Revenue: JP¥213.5b (up 4.5% from FY 2022). Net income: JP¥7.57b (up 14% from FY 2022). Profit margin: 3.5% (up from 3.3% in FY 2022). 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 3.6% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.Upcoming Dividend • Feb 20Upcoming dividend of JP¥60.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).공시 • Jan 31SAN-A CO.,LTD. to Report Fiscal Year 2023 Results on Apr 05, 2023SAN-A CO.,LTD. announced that they will report fiscal year 2023 results on Apr 05, 2023공시 • Jan 06+ 1 more updateSan-A Co.,Ltd. Provides Dividend Guidance for the Full Year Ending February 28, 2023SAN-A CO.,LTD. provides dividend guidance for the full year ending February 28, 2023. The company expects to pay JPY 60.00 against JPY 60.00 reported a year ago.Reported Earnings • Jan 06Third quarter 2023 earnings released: EPS: JP¥45.08 (vs JP¥51.78 in 3Q 2022)Third quarter 2023 results: EPS: JP¥45.08 (down from JP¥51.78 in 3Q 2022). Revenue: JP¥50.8b (up 3.2% from 3Q 2022). Net income: JP¥1.39b (down 14% from 3Q 2022). Profit margin: 2.7% (down from 3.3% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiko Nozaki was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Oct 07+ 1 more updateSAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023SAN-A CO.,LTD. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects operating revenue to be JPY 211,021 million. Operating profit to be JPY 10,124 million. Profit attributable to owners of parent to be JPY 6,956 million. Earnings per share to be JPY 225.17.Reported Earnings • Oct 06Second quarter 2023 earnings released: EPS: JP¥68.64 (vs JP¥45.30 in 2Q 2022)Second quarter 2023 results: EPS: JP¥68.64 (up from JP¥45.30 in 2Q 2022). Revenue: JP¥55.6b (up 6.9% from 2Q 2022). Net income: JP¥2.12b (up 47% from 2Q 2022). Profit margin: 3.8% (up from 2.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.공시 • Aug 11SAN-A CO.,LTD. to Report Q2, 2023 Results on Oct 05, 2022SAN-A CO.,LTD. announced that they will report Q2, 2023 results on Oct 05, 2022공시 • Jul 07+ 1 more updateSAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 202SAN-A CO.,LTD. provided dividend guidance for the year ending February 28, 2023. For the period, the company expects dividend of JPY 60.00 per share compared to JPY 60.00 per share a year ago.Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥54.89 (vs JP¥54.44 in 1Q 2022)First quarter 2023 results: EPS: JP¥54.89. Revenue: JP¥51.2b (flat on 1Q 2022). Net income: JP¥1.70b (down 2.5% from 1Q 2022). Profit margin: 3.3% (down from 3.4% in 1Q 2022). Over the next year, revenue is forecast to grow 4.4%, compared to a 13% growth forecast for the industry in Japan.Reported Earnings • Jun 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥211 (up from JP¥190 in FY 2021). Revenue: JP¥204.4b (flat on FY 2021). Net income: JP¥6.66b (up 9.6% from FY 2021). Profit margin: 3.3% (up from 3.0% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Major Estimate Revision • May 18Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥215.2b to JP¥211.8b. EPS estimate also fell from JP¥281 per share to JP¥236 per share. Net income forecast to grow 9.3% next year vs 8.7% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥5,000 unchanged from last update. Share price was steady at JP¥4,030 over the past week.공시 • May 12SAN-A CO.,LTD. to Report Q1, 2023 Results on Jul 05, 2022SAN-A CO.,LTD. announced that they will report Q1, 2023 results on Jul 05, 2022Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiko Nozaki was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Apr 07Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥211 (up from JP¥190 in FY 2021). Revenue: JP¥204.4b (flat on FY 2021). Net income: JP¥6.66b (up 9.6% from FY 2021). Profit margin: 3.3% (up from 3.0% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 5.3%, compared to a 15% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Apr 07+ 3 more updatesSAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 2023SAN-A CO.,LTD. provided dividend guidance of JPY 60.00 per share for the year ending February 28, 2023 compared to JPY 60.00 per share paid a year ago.Upcoming Dividend • Feb 18Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).공시 • Feb 12SAN-A CO.,LTD. to Report Fiscal Year 2022 Results on Apr 05, 2022SAN-A CO.,LTD. announced that they will report fiscal year 2022 results on Apr 05, 2022Reported Earnings • Jan 07Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥51.78 (up from JP¥36.67 in 3Q 2021). Revenue: JP¥49.2b (up 1.9% from 3Q 2021). Net income: JP¥1.62b (up 38% from 3Q 2021). Profit margin: 3.3% (up from 2.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 4.8%, compared to a 28% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% 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.공시 • Jan 06SAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2022SAN-A CO.,LTD. provided Consolidated earnings guidance for the year ending February 28, 2022. The company expects Operating revenue to be JPY 208,022 million, Operating profit to be JPY 10,474 million, Profit attributable to owners of parent to be JPY 7,227 million and Earnings per share to be JPY 226.12.Reported Earnings • Oct 06Second quarter 2022 earnings released: EPS JP¥45.30 (vs JP¥62.23 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥52.0b (down 4.3% from 2Q 2021). Net income: JP¥1.45b (down 27% from 2Q 2021). Profit margin: 2.8% (down from 3.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 08First quarter 2022 earnings released: EPS JP¥54.44 (vs JP¥42.74 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥47.4b (down 2.6% from 1Q 2021). Net income: JP¥1.74b (up 27% from 1Q 2021). Profit margin: 3.7% (up from 2.8% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • May 31Full year 2021 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥202.8b (up 1.7% from FY 2020). Net income: JP¥6.07b (down 21% from FY 2020). Profit margin: 3.0% (down from 3.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Major Estimate Revision • May 12Consensus EPS estimates fall to JP¥253The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥212.9b to JP¥209.8b. EPS estimate also fell from JP¥289 to JP¥253. Net income forecast to grow 33% next year vs 8.5% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥5,200 unchanged from last update. Share price was steady at JP¥4,180 over the past week.Reported Earnings • Apr 09Full year 2021 earnings released: EPS JP¥190 (vs JP¥240 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥202.8b (up 1.7% from FY 2020). Net income: JP¥6.07b (down 21% from FY 2020). Profit margin: 3.0% (down from 3.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% 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.공시 • Apr 08SAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2021 and Full Year Ending February 28, 2022SAN-A CO.,LTD. provided consolidated earnings guidance for the six months ending August 31, 2021 and full year ending February 28, 2022. For the six months ending August 31, 2021, the company expects operating revenue of JPY 106,600 million, operating profit of JPY 5,757 million, profit attributable to owners of the parent of JPY 3,976 million and earnings per share of JPY 124.40. For the full year ending February 28, 2022, the company expects operating revenue of JPY 208,022 million, operating profit of JPY 10,474 million, profit attributable to owners of the parent of JPY 7,227 million and earnings per share of JPY 226.12.Is New 90 Day High Low • Mar 09New 90-day high: JP¥4,555The company is up 8.0% from its price of JP¥4,225 on 09 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period.공시 • Feb 09SAN-A CO.,LTD. to Report Fiscal Year 2021 Results on Apr 06, 2021SAN-A CO.,LTD. announced that they will report fiscal year 2021 results on Apr 06, 2021주주 수익률2659JP Consumer RetailingJP 시장7D-1.2%-1.6%1.2%1Y9.2%-7.6%42.1%전체 주주 수익률 보기수익률 대 산업: 2659은 지난 1년 동안 -7.6%의 수익을 기록한 JP Consumer Retailing 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 2659은 지난 1년 동안 42.1%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 2659's price volatile compared to industry and market?2659 volatility2659 Average Weekly Movement4.0%Consumer Retailing Industry Average Movement3.4%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%안정적인 주가: 2659는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 2659의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19501,819Sawa Toyodawww.san-a.co.jp는 오키나와에서 슈퍼마켓 체인을 운영하고 있습니다. 이 회사의 매장에서는 가전제품, 화장품, 의류 및 식품, 기념품 및 생활용품 등을 판매하고 있습니다. 레스토랑도 운영하고 있습니다.더 보기SAN-A CO.,LTD. 기초 지표 요약SAN-ALTD의 순이익과 매출은 시가총액과 어떻게 비교됩니까?2659 기초 통계시가총액JP¥197.80b순이익 (TTM)JP¥10.68b매출 (TTM)JP¥245.55b18.5x주가수익비율(P/E)0.8x주가매출비율(P/S)2659는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표2659 손익계산서 (TTM)매출JP¥245.55b매출원가JP¥154.51b총이익JP¥91.04b기타 비용JP¥80.36b순이익JP¥10.68b최근 보고된 실적Feb 28, 2026다음 실적 발표일해당 없음주당순이익(EPS)173.83총이익률37.07%순이익률4.35%부채/자본 비율0%2659의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.4%현재 배당 수익률58%배당 성향2659는 안정적으로 배당을 지급합니까?2659 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 2659를 매수해야 하나요?SAN-ALTD 배당 일정배당락일Feb 26 2026배당 지급일May 27 2026배당락일까지 남은 일수86 days배당 지급일까지 남은 일수4 days2659는 안정적으로 배당을 지급합니까?2659 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 08:11종가2026/05/22 00:00수익2026/02/28연간 수익2026/02/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SAN-A CO.,LTD.는 6명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Emiri ShigeokaDaiwa Securities Co. Ltd.null nullDaiwa Securities Co. Ltd.Kumio TomonagaJ.P. Morgan3명의 분석가 더 보기
공시 • 7hSAN-A CO.,LTD. to Report Q1, 2027 Results on Jul 07, 2026SAN-A CO.,LTD. announced that they will report Q1, 2027 results on Jul 07, 2026
분석 기사 • Apr 14Some May Be Optimistic About SAN-ALTD's (TSE:2659) EarningsSAN-A CO.,LTD.'s ( TSE:2659 ) stock was strong despite it releasing a soft earnings report last week. We think that...
Reported Earnings • Apr 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥173 (down from JP¥185 in FY 2025). Revenue: JP¥245.5b (up 3.5% from FY 2025). Net income: JP¥10.7b (down 6.9% from FY 2025). Profit margin: 4.3% (down from 4.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.
공시 • Apr 07+ 1 more updateSAN-A CO.,LTD., Annual General Meeting, May 26, 2026SAN-A CO.,LTD., Annual General Meeting, May 26, 2026.
공시 • Apr 02SAN-A CO.,LTD. to Report Fiscal Year 2026 Results on Apr 07, 2026SAN-A CO.,LTD. announced that they will report fiscal year 2026 results on Apr 07, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
공시 • 7hSAN-A CO.,LTD. to Report Q1, 2027 Results on Jul 07, 2026SAN-A CO.,LTD. announced that they will report Q1, 2027 results on Jul 07, 2026
분석 기사 • Apr 14Some May Be Optimistic About SAN-ALTD's (TSE:2659) EarningsSAN-A CO.,LTD.'s ( TSE:2659 ) stock was strong despite it releasing a soft earnings report last week. We think that...
Reported Earnings • Apr 09Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥173 (down from JP¥185 in FY 2025). Revenue: JP¥245.5b (up 3.5% from FY 2025). Net income: JP¥10.7b (down 6.9% from FY 2025). Profit margin: 4.3% (down from 4.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.
공시 • Apr 07+ 1 more updateSAN-A CO.,LTD., Annual General Meeting, May 26, 2026SAN-A CO.,LTD., Annual General Meeting, May 26, 2026.
공시 • Apr 02SAN-A CO.,LTD. to Report Fiscal Year 2026 Results on Apr 07, 2026SAN-A CO.,LTD. announced that they will report fiscal year 2026 results on Apr 07, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
분석 기사 • Feb 12SAN-ALTD's (TSE:2659) Upcoming Dividend Will Be Larger Than Last Year'sSAN-A CO.,LTD.'s ( TSE:2659 ) dividend will be increasing from last year's payment of the same period to ¥100.00 on...
분석 기사 • Jan 27Estimating The Fair Value Of SAN-A CO.,LTD. (TSE:2659)Key Insights The projected fair value for SAN-ALTD is JP¥2,798 based on Dividend Discount Model With JP¥2,959 share...
분석 기사 • Jan 09SAN-ALTD (TSE:2659) Has Announced That It Will Be Increasing Its Dividend To ¥100.00The board of SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will be paying its dividend of ¥100.00 on the 28th of...
Reported Earnings • Jan 08Third quarter 2026 earnings released: EPS: JP¥35.62 (vs JP¥35.77 in 3Q 2025)Third quarter 2026 results: EPS: JP¥35.62 (down from JP¥35.77 in 3Q 2025). Revenue: JP¥55.3b (down 1.3% from 3Q 2025). Net income: JP¥2.20b (flat on 3Q 2025). Profit margin: 4.0% (in line with 3Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 15% per year.
공시 • Jan 08SAN-A CO.,LTD. Announces Earnings Forecast for the Fiscal Year Ending February 28, 2026SAN-A CO.,LTD. announced earnings forecast for the fiscal year ending February 28, 2026. For the period, the company expects operating revenue of JPY 247,876 million, operating profit of JPY 17,227 million, Profit attributable to owners of parent of JPY 11,005 million and Basic earnings per share of JPY 177.98 million.
분석 기사 • Nov 03SAN-ALTD's (TSE:2659) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will be paying its dividend of ¥100.00 on the 28th of...
공시 • Nov 03SAN-A CO.,LTD. to Report Q3, 2026 Results on Jan 07, 2026SAN-A CO.,LTD. announced that they will report Q3, 2026 results on Jan 07, 2026
분석 기사 • Oct 09SAN-ALTD (TSE:2659) Will Pay A Larger Dividend Than Last Year At ¥100.00SAN-A CO.,LTD. ( TSE:2659 ) will increase its dividend from last year's comparable payment on the 28th of May to...
Declared Dividend • Oct 09Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 08Second quarter 2026 earnings released: EPS: JP¥47.73 (vs JP¥51.18 in 2Q 2025)Second quarter 2026 results: EPS: JP¥47.73 (down from JP¥51.18 in 2Q 2025). Revenue: JP¥67.9b (up 7.7% from 2Q 2025). Net income: JP¥2.95b (down 6.7% from 2Q 2025). Profit margin: 4.4% (down from 5.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Aug 01SAN-A CO.,LTD. to Report Q2, 2026 Results on Oct 07, 2025SAN-A CO.,LTD. announced that they will report Q2, 2026 results on Oct 07, 2025
Board Change • Jul 07Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Eriko Miyakuni was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 14SAN-A CO.,LTD. to Report Q1, 2026 Results on Jul 04, 2025SAN-A CO.,LTD. announced that they will report Q1, 2026 results on Jul 04, 2025
Reported Earnings • Apr 08Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥185 (up from JP¥173 in FY 2024). Revenue: JP¥237.2b (up 4.2% from FY 2024). Net income: JP¥11.5b (up 7.4% from FY 2024). Profit margin: 4.8% (up from 4.7% in FY 2024). 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 4.2% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Consumer Retailing 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 9% per year, which means it is significantly lagging earnings growth.
공시 • Apr 07SAN-A CO.,LTD., Annual General Meeting, May 27, 2025SAN-A CO.,LTD., Annual General Meeting, May 27, 2025.
분석 기사 • Feb 03SAN-ALTD (TSE:2659) Will Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) will pay a dividend of ¥55.00 on the 29th of May. This means the dividend yield will be...
공시 • Feb 03SAN-A CO.,LTD. to Report Fiscal Year 2025 Results on Apr 07, 2025SAN-A CO.,LTD. announced that they will report fiscal year 2025 results on Apr 07, 2025
분석 기사 • Jan 16SAN-ALTD's (TSE:2659) Dividend Will Be ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. This...
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
Reported Earnings • Jan 09Third quarter 2025 earnings released: EPS: JP¥35.77 (vs JP¥36.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.77 (down from JP¥36.36 in 3Q 2024). Revenue: JP¥56.0b (up 3.4% from 3Q 2024). Net income: JP¥2.21b (down 1.6% from 3Q 2024). Profit margin: 4.0% (down from 4.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing 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 12% per year, which means it is significantly lagging earnings growth.
분석 기사 • Dec 29Here's What To Make Of SAN-ALTD's (TSE:2659) Decelerating Rates Of ReturnWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Price Target Changed • Dec 09Price target increased by 18% to JP¥3,400Up from JP¥2,875, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥2,754. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥173 last year.
분석 기사 • Dec 03SAN-ALTD (TSE:2659) Is Due To Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. Based on...
공시 • Dec 03SAN-A CO.,LTD. to Report Q3, 2025 Results on Jan 08, 2025SAN-A CO.,LTD. announced that they will report Q3, 2025 results on Jan 08, 2025
분석 기사 • Oct 12We Think SAN-ALTD's (TSE:2659) Robust Earnings Are ConservativeSAN-A CO.,LTD.'s ( TSE:2659 ) strong earnings report was rewarded with a positive stock price move. We have done some...
Reported Earnings • Oct 09Second quarter 2025 earnings released: EPS: JP¥423,355 (vs JP¥52.36 in 2Q 2024)Second quarter 2025 results: EPS: JP¥423,355. Revenue: JP¥63.0b (up 6.4% from 2Q 2024). Net income: JP¥3.17b (down 2.2% from 2Q 2024). Profit margin: 5.0% (down from 5.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Consumer Retailing industry in Japan.
분석 기사 • Oct 06SAN-ALTD (TSE:2659) Will Pay A Dividend Of ¥55.00SAN-A CO.,LTD. ( TSE:2659 ) has announced that it will pay a dividend of ¥55.00 per share on the 29th of May. Based on...
Declared Dividend • Oct 06Dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 29th May 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Aug 14Here's Why We Think SAN-ALTD (TSE:2659) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
공시 • Jul 31SAN-A CO.,LTD. to Report Q2, 2025 Results on Oct 04, 2024SAN-A CO.,LTD. announced that they will report Q2, 2025 results on Oct 04, 2024
공시 • Jul 10SAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 2025SAN-A CO.,LTD. provided dividend guidance for the year ending February 28, 2025. For the period, the company expects a dividend of ¥55.00 per share against ¥110.00 per share paid a year ago.
공시 • Jul 09SAN-A CO.,LTD. Announces Earnings Guidance for the Full Year Ending February 28, 2025SAN-A CO.,LTD. announced earnings guidance for the full year ending February 28, 2025. For the full year ending February 28, 2025, the company expects operating revenue of JPY 236,120 million, operating profit of JPY 16,670 million and profit attributable to owners of the parent of JPY 11,185 million or JPY 180.92 per share.
Reported Earnings • Jul 07First quarter 2025 earnings released: EPS: JP¥89.58 (vs JP¥76.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥89.58 (up from JP¥76.72 in 1Q 2024). Revenue: JP¥57.7b (up 3.7% from 1Q 2024). Net income: JP¥2.77b (up 17% from 1Q 2024). Profit margin: 4.8% (up from 4.3% in 1Q 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 3.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 06Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥338 to JP¥382. Revenue forecast unchanged at JP¥236.0b. Net income forecast to grow 10% next year vs 6.1% growth forecast for Consumer Retailing industry in Japan. Consensus price target up from JP¥5,750 to JP¥5,900. Share price rose 3.2% to JP¥4,890 over the past week.
Reported Earnings • Jun 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥346 (up from JP¥245 in FY 2023). Revenue: JP¥227.6b (up 6.6% from FY 2023). Net income: JP¥10.7b (up 41% from FY 2023). Profit margin: 4.7% (up from 3.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Consumer Retailing 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.
공시 • May 06SAN-A CO.,LTD. to Report Q1, 2025 Results on Jul 05, 2024SAN-A CO.,LTD. announced that they will report Q1, 2025 results on Jul 05, 2024
Reported Earnings • Apr 07Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥346 (up from JP¥245 in FY 2023). Revenue: JP¥227.6b (up 6.6% from FY 2023). Net income: JP¥10.7b (up 41% from FY 2023). Profit margin: 4.7% (up from 3.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Consumer Retailing 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 2% per year, which means it is significantly lagging earnings growth.
공시 • Mar 01SAN-A CO.,LTD. to Report Fiscal Year 2024 Results on Apr 05, 2024SAN-A CO.,LTD. announced that they will report fiscal year 2024 results on Apr 05, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. 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 (3.3%). In line with average of industry peers (1.5%).
공시 • Jan 12+ 1 more updateSAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Year Ending February 29, 2024SAN-A CO.,LTD. provided consolidated earnings guidance for the year ending February 29, 2024. For the period, the company expects operating revenue of JPY 224,090 million, operating profit of JPY 14,140 million, profit attributable to owners of parent of JPY 9,480 million and earnings per share of JPY 306.70.
Reported Earnings • Jan 08Third quarter 2024 earnings released: EPS: JP¥72.72 (vs JP¥45.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥72.72 (up from JP¥45.08 in 3Q 2023). Revenue: JP¥54.1b (up 6.5% from 3Q 2023). Net income: JP¥2.25b (up 61% from 3Q 2023). Profit margin: 4.2% (up from 2.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Dec 12Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥224.9b to JP¥228.6b. EPS estimate increased from JP¥280 to JP¥319 per share. Net income forecast to grow 8.5% next year vs 6.0% growth forecast for Consumer Retailing industry in Japan. Consensus price target broadly unchanged at JP¥5,750. Share price was steady at JP¥4,655 over the past week.
공시 • Nov 04SAN-A CO.,LTD. to Report Q3, 2024 Results on Jan 05, 2024SAN-A CO.,LTD. announced that they will report Q3, 2024 results on Jan 05, 2024
공시 • Oct 10+ 1 more updateSAN-A CO.,LTD. Provides Fiscal Year-End Cash Dividend Guidance for the Year Ending February 29, 2024SAN-A CO.,LTD. provided fiscal year-end cash dividend guidance for the year ending February 29, 2024. For the period, the company expects to pay year-end dividend of JPY 74.00 per share compared to JPY 74.00 per share paid a year ago.
Reported Earnings • Oct 06Second quarter 2024 earnings released: EPS: JP¥105 (vs JP¥68.64 in 2Q 2023)Second quarter 2024 results: EPS: JP¥105 (up from JP¥68.64 in 2Q 2023). Revenue: JP¥59.2b (up 6.4% from 2Q 2023). Net income: JP¥3.24b (up 53% from 2Q 2023). Profit margin: 5.5% (up from 3.8% in 2Q 2023). 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 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Jul 31+ 1 more updateSAN-A CO.,LTD. to Report Q2, 2024 Results on Oct 05, 2023SAN-A CO.,LTD. announced that they will report Q2, 2024 results on Oct 05, 2023
Reported Earnings • Jul 06First quarter 2024 earnings released: EPS: JP¥76.72 (vs JP¥54.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥76.72 (up from JP¥54.89 in 1Q 2023). Revenue: JP¥55.6b (up 8.7% from 1Q 2023). Net income: JP¥2.37b (up 40% from 1Q 2023). Profit margin: 4.3% (up from 3.3% in 1Q 2023). 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 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
Buying Opportunity • Jun 30Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Buying Opportunity • Jun 15Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Buying Opportunity • May 30Now 20% undervaluedOver the last 90 days, the stock is up 8.4%. The fair value is estimated to be JP¥5,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Price Target Changed • May 12Price target increased by 10% to JP¥5,500Up from JP¥5,000, the current price target is provided by 1 analyst. New target price is 15% above last closing price of JP¥4,770. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥269 for next year compared to JP¥245 last year.
공시 • May 08SAN-A CO.,LTD. to Report Q1, 2024 Results on Jul 05, 2023SAN-A CO.,LTD. announced that they will report Q1, 2024 results on Jul 05, 2023
Reported Earnings • Apr 08Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥245 (up from JP¥211 in FY 2022). Revenue: JP¥213.5b (up 4.5% from FY 2022). Net income: JP¥7.57b (up 14% from FY 2022). Profit margin: 3.5% (up from 3.3% in FY 2022). 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 3.6% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥60.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).
공시 • Jan 31SAN-A CO.,LTD. to Report Fiscal Year 2023 Results on Apr 05, 2023SAN-A CO.,LTD. announced that they will report fiscal year 2023 results on Apr 05, 2023
공시 • Jan 06+ 1 more updateSan-A Co.,Ltd. Provides Dividend Guidance for the Full Year Ending February 28, 2023SAN-A CO.,LTD. provides dividend guidance for the full year ending February 28, 2023. The company expects to pay JPY 60.00 against JPY 60.00 reported a year ago.
Reported Earnings • Jan 06Third quarter 2023 earnings released: EPS: JP¥45.08 (vs JP¥51.78 in 3Q 2022)Third quarter 2023 results: EPS: JP¥45.08 (down from JP¥51.78 in 3Q 2022). Revenue: JP¥50.8b (up 3.2% from 3Q 2022). Net income: JP¥1.39b (down 14% from 3Q 2022). Profit margin: 2.7% (down from 3.3% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiko Nozaki was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Oct 07+ 1 more updateSAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023SAN-A CO.,LTD. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects operating revenue to be JPY 211,021 million. Operating profit to be JPY 10,124 million. Profit attributable to owners of parent to be JPY 6,956 million. Earnings per share to be JPY 225.17.
Reported Earnings • Oct 06Second quarter 2023 earnings released: EPS: JP¥68.64 (vs JP¥45.30 in 2Q 2022)Second quarter 2023 results: EPS: JP¥68.64 (up from JP¥45.30 in 2Q 2022). Revenue: JP¥55.6b (up 6.9% from 2Q 2022). Net income: JP¥2.12b (up 47% from 2Q 2022). Profit margin: 3.8% (up from 2.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.
공시 • Aug 11SAN-A CO.,LTD. to Report Q2, 2023 Results on Oct 05, 2022SAN-A CO.,LTD. announced that they will report Q2, 2023 results on Oct 05, 2022
공시 • Jul 07+ 1 more updateSAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 202SAN-A CO.,LTD. provided dividend guidance for the year ending February 28, 2023. For the period, the company expects dividend of JPY 60.00 per share compared to JPY 60.00 per share a year ago.
Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥54.89 (vs JP¥54.44 in 1Q 2022)First quarter 2023 results: EPS: JP¥54.89. Revenue: JP¥51.2b (flat on 1Q 2022). Net income: JP¥1.70b (down 2.5% from 1Q 2022). Profit margin: 3.3% (down from 3.4% in 1Q 2022). Over the next year, revenue is forecast to grow 4.4%, compared to a 13% growth forecast for the industry in Japan.
Reported Earnings • Jun 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥211 (up from JP¥190 in FY 2021). Revenue: JP¥204.4b (flat on FY 2021). Net income: JP¥6.66b (up 9.6% from FY 2021). Profit margin: 3.3% (up from 3.0% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • May 18Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥215.2b to JP¥211.8b. EPS estimate also fell from JP¥281 per share to JP¥236 per share. Net income forecast to grow 9.3% next year vs 8.7% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥5,000 unchanged from last update. Share price was steady at JP¥4,030 over the past week.
공시 • May 12SAN-A CO.,LTD. to Report Q1, 2023 Results on Jul 05, 2022SAN-A CO.,LTD. announced that they will report Q1, 2023 results on Jul 05, 2022
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Seiko Nozaki was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 07Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥211 (up from JP¥190 in FY 2021). Revenue: JP¥204.4b (flat on FY 2021). Net income: JP¥6.66b (up 9.6% from FY 2021). Profit margin: 3.3% (up from 3.0% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 5.3%, compared to a 15% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Apr 07+ 3 more updatesSAN-A CO.,LTD. Provides Dividend Guidance for the Year Ending February 28, 2023SAN-A CO.,LTD. provided dividend guidance of JPY 60.00 per share for the year ending February 28, 2023 compared to JPY 60.00 per share paid a year ago.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).
공시 • Feb 12SAN-A CO.,LTD. to Report Fiscal Year 2022 Results on Apr 05, 2022SAN-A CO.,LTD. announced that they will report fiscal year 2022 results on Apr 05, 2022
Reported Earnings • Jan 07Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: JP¥51.78 (up from JP¥36.67 in 3Q 2021). Revenue: JP¥49.2b (up 1.9% from 3Q 2021). Net income: JP¥1.62b (up 38% from 3Q 2021). Profit margin: 3.3% (up from 2.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 4.8%, compared to a 28% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% 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.
공시 • Jan 06SAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Year Ending February 28, 2022SAN-A CO.,LTD. provided Consolidated earnings guidance for the year ending February 28, 2022. The company expects Operating revenue to be JPY 208,022 million, Operating profit to be JPY 10,474 million, Profit attributable to owners of parent to be JPY 7,227 million and Earnings per share to be JPY 226.12.
Reported Earnings • Oct 06Second quarter 2022 earnings released: EPS JP¥45.30 (vs JP¥62.23 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥52.0b (down 4.3% from 2Q 2021). Net income: JP¥1.45b (down 27% from 2Q 2021). Profit margin: 2.8% (down from 3.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 08First quarter 2022 earnings released: EPS JP¥54.44 (vs JP¥42.74 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥47.4b (down 2.6% from 1Q 2021). Net income: JP¥1.74b (up 27% from 1Q 2021). Profit margin: 3.7% (up from 2.8% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 31Full year 2021 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥202.8b (up 1.7% from FY 2020). Net income: JP¥6.07b (down 21% from FY 2020). Profit margin: 3.0% (down from 3.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • May 12Consensus EPS estimates fall to JP¥253The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥212.9b to JP¥209.8b. EPS estimate also fell from JP¥289 to JP¥253. Net income forecast to grow 33% next year vs 8.5% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥5,200 unchanged from last update. Share price was steady at JP¥4,180 over the past week.
Reported Earnings • Apr 09Full year 2021 earnings released: EPS JP¥190 (vs JP¥240 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥202.8b (up 1.7% from FY 2020). Net income: JP¥6.07b (down 21% from FY 2020). Profit margin: 3.0% (down from 3.9% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% 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.
공시 • Apr 08SAN-A CO.,LTD. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2021 and Full Year Ending February 28, 2022SAN-A CO.,LTD. provided consolidated earnings guidance for the six months ending August 31, 2021 and full year ending February 28, 2022. For the six months ending August 31, 2021, the company expects operating revenue of JPY 106,600 million, operating profit of JPY 5,757 million, profit attributable to owners of the parent of JPY 3,976 million and earnings per share of JPY 124.40. For the full year ending February 28, 2022, the company expects operating revenue of JPY 208,022 million, operating profit of JPY 10,474 million, profit attributable to owners of the parent of JPY 7,227 million and earnings per share of JPY 226.12.
Is New 90 Day High Low • Mar 09New 90-day high: JP¥4,555The company is up 8.0% from its price of JP¥4,225 on 09 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period.
공시 • Feb 09SAN-A CO.,LTD. to Report Fiscal Year 2021 Results on Apr 06, 2021SAN-A CO.,LTD. announced that they will report fiscal year 2021 results on Apr 06, 2021
