View ValuationKobe Bussan 향후 성장Future 기준 점검 1/6Kobe Bussan (는) 각각 연간 7.1% 및 6.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.8% 로 예상됩니다.핵심 정보7.1%이익 성장률6.20%EPS 성장률Consumer Retailing 이익 성장7.5%매출 성장률6.4%향후 자기자본이익률16.82%애널리스트 커버리지Good마지막 업데이트23 Jun 2026최근 향후 성장 업데이트Price Target Changed • Jun 13Price target decreased by 8.0% to JP¥3,589Down from JP¥3,902, the current price target is an average from 9 analysts. New target price is 32% above last closing price of JP¥2,716. Stock is down 40% over the past year. The company is forecast to post earnings per share of JP¥140 for next year compared to JP¥144 last year.Price Target Changed • Jun 06Price target decreased by 7.4% to JP¥3,769Down from JP¥4,069, the current price target is an average from 9 analysts. New target price is 46% above last closing price of JP¥2,584. Stock is down 43% over the past year. The company is forecast to post earnings per share of JP¥135 for next year compared to JP¥144 last year.Price Target Changed • Dec 13Price target decreased by 96% to JP¥160Down from JP¥4,367, the current price target is an average from 7 analysts. New target price is 96% below last closing price of JP¥3,655. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of JP¥136 for next year compared to JP¥144 last year.분석 기사 • Sep 13Kobe Bussan Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Kobe Bussan Co., Ltd. ( TSE:3038 ) had a good week, as its shares rose 2.5% to close at JP¥4,249 following...분석 기사 • Jun 15Earnings Miss: Kobe Bussan Co., Ltd. Missed EPS By 42% And Analysts Are Revising Their ForecastsKobe Bussan Co., Ltd. ( TSE:3038 ) came out with its half-yearly results last week, and we wanted to see how the...분석 기사 • Jun 18Analysts Have Made A Financial Statement On Kobe Bussan Co., Ltd.'s (TSE:3038) Half-Year ReportKobe Bussan Co., Ltd. ( TSE:3038 ) last week reported its latest half-yearly results, which makes it a good time for...모든 업데이트 보기Recent updates공고 • Jul 02Kobe Bussan Co., Ltd. to Report Q3, 2026 Results on Sep 11, 2026Kobe Bussan Co., Ltd. announced that they will report Q3, 2026 results on Sep 11, 2026Declared Dividend • Jun 15Dividend of JP¥32.00 announcedShareholders will receive a dividend of JP¥32.00. Ex-date: 29th October 2026 Payment date: 9th January 2027 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 20% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Jun 13Price target decreased by 8.0% to JP¥3,589Down from JP¥3,902, the current price target is an average from 9 analysts. New target price is 32% above last closing price of JP¥2,716. Stock is down 40% over the past year. The company is forecast to post earnings per share of JP¥140 for next year compared to JP¥144 last year.실시간 뉴스 • Jun 12Kobe Bussan Grows Sales and Profit With New Ventures and Expanding Store NetworkKobe Bussan reported solid year-on-year growth in both sales and profit, supported by its core retail, restaurant and private label product businesses. The Gyomu Super franchise and delicatessen operations contributed to this performance, alongside continued store openings and expansion of the store network. The company is increasing investment and M&A activity, including an airline catering joint venture and a capital and business alliance with Makiya. It is also progressing eco renewable energy projects and aiming to become an integrated food company. The combination of profit growth, broader store coverage and new ventures such as airline catering indicates that Kobe Bussan is drawing on multiple revenue drivers rather than relying on a single business line. Investors may want to monitor how the Makiya alliance and renewable energy initiatives influence margins and capital needs, particularly as the company maintains its full-year outlook in the context of rising costs and economic uncertainty.Price Target Changed • Jun 06Price target decreased by 7.4% to JP¥3,769Down from JP¥4,069, the current price target is an average from 9 analysts. New target price is 46% above last closing price of JP¥2,584. Stock is down 43% over the past year. The company is forecast to post earnings per share of JP¥135 for next year compared to JP¥144 last year.Buy Or Sell Opportunity • Mar 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥3,431. The fair value is estimated to be JP¥4,346, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Mar 14First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: JP¥26.65 (down from JP¥47.85 in 1Q 2025). Revenue: JP¥141.6b (up 6.9% from 1Q 2025). Net income: JP¥5.91b (down 44% from 1Q 2025). Profit margin: 4.2% (down from 8.0% in 1Q 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 2.5%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.3% 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.Buy Or Sell Opportunity • Feb 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥3,791. The fair value is estimated to be JP¥4,831, 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 16%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.분석 기사 • Feb 05Kobe Bussan's (TSE:3038) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for Kobe Bussan Co., Ltd.'s ( TSE:3038 ) stock hasn't moved much. Our...Buy Or Sell Opportunity • Jan 21Now 23% undervaluedOver the last 90 days, the stock has risen 1.7% to JP¥3,800. The fair value is estimated to be JP¥4,932, 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 16%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.New Risk • Jan 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% 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. This is currently the only risk that has been identified for the company.분석 기사 • Jan 01A Look Into Kobe Bussan's (TSE:3038) Impressive Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • Dec 16Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥3,776. The fair value is estimated to be JP¥4,915, 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 16%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period.공고 • Dec 15+ 3 more updatesKobe Bussan Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending October 31, 2026Kobe Bussan Co., Ltd. provided dividend guidance for the fiscal year ending October 31, 2026. For the period, the company expects dividend of JPY 32 per share compared to dividend of JPY 30 per share paid a year ago.Price Target Changed • Dec 13Price target decreased by 96% to JP¥160Down from JP¥4,367, the current price target is an average from 7 analysts. New target price is 96% below last closing price of JP¥3,655. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of JP¥136 for next year compared to JP¥144 last year.Reported Earnings • Dec 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥144 (up from JP¥97.09 in FY 2024). Revenue: JP¥551.7b (up 8.6% from FY 2024). Net income: JP¥31.9b (up 49% from FY 2024). Profit margin: 5.8% (up from 4.2% 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 8.5%. Revenue is forecast to grow 6.3% 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 16% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공고 • Dec 12Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2026Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2026.분석 기사 • Nov 10Kobe Bussan Co., Ltd. (TSE:3038) Shares Could Be 25% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Kobe Bussan is JP¥5,048 based on 2 Stage Free Cash Flow to Equity Kobe...분석 기사 • Oct 28Does Kobe Bussan (TSE:3038) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • Oct 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 14 January 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.5%).분석 기사 • Oct 12Do Kobe Bussan's (TSE:3038) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...공고 • Oct 02Kobe Bussan Co., Ltd. to Report Fiscal Year 2025 Results on Dec 12, 2025Kobe Bussan Co., Ltd. announced that they will report fiscal year 2025 results on Dec 12, 2025분석 기사 • Sep 13Kobe Bussan Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Kobe Bussan Co., Ltd. ( TSE:3038 ) had a good week, as its shares rose 2.5% to close at JP¥4,249 following...Reported Earnings • Sep 12Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥53.88 (up from JP¥11.33 in 3Q 2024). Revenue: JP¥139.2b (up 7.8% from 3Q 2024). Net income: JP¥11.9b (up 377% from 3Q 2024). Profit margin: 8.6% (up from 1.9% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 67%. Revenue is forecast to grow 7.1% 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 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 07The Returns At Kobe Bussan (TSE:3038) Aren't GrowingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...분석 기사 • Jul 23Does Kobe Bussan (TSE:3038) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...공고 • Jul 03Kobe Bussan Co., Ltd. to Report Q3, 2025 Results on Sep 11, 2025Kobe Bussan Co., Ltd. announced that they will report Q3, 2025 results on Sep 11, 2025분석 기사 • Jun 21Kobe Bussan's (TSE:3038) Soft Earnings Don't Show The Whole PictureThe market for Kobe Bussan Co., Ltd.'s ( TSE:3038 ) shares didn't move much after it posted weak earnings recently. We...분석 기사 • Jun 15Earnings Miss: Kobe Bussan Co., Ltd. Missed EPS By 42% And Analysts Are Revising Their ForecastsKobe Bussan Co., Ltd. ( TSE:3038 ) came out with its half-yearly results last week, and we wanted to see how the...Declared Dividend • Jun 14Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 30th October 2025 Payment date: 14th January 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 28%.Reported Earnings • Jun 13Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: JP¥16.62 (down from JP¥30.89 in 2Q 2024). Revenue: JP¥139.9b (up 10.0% from 2Q 2024). Net income: JP¥3.68b (down 46% from 2Q 2024). Profit margin: 2.6% (down from 5.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 1.5% 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 12% per year.분석 기사 • May 04Here's Why Kobe Bussan (TSE:3038) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Apr 22Kobe Bussan Co., Ltd.'s (TSE:3038) 29% Share Price Surge Not Quite Adding UpKobe Bussan Co., Ltd. ( TSE:3038 ) shareholders have had their patience rewarded with a 29% share price jump in the...분석 기사 • Apr 11Calculating The Intrinsic Value Of Kobe Bussan Co., Ltd. (TSE:3038)Key Insights Kobe Bussan's estimated fair value is JP¥4,073 based on 2 Stage Free Cash Flow to Equity With JP¥4,112...Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥4,064, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 9.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,080 per share.분석 기사 • Mar 31Here's Why Kobe Bussan (TSE:3038) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...공고 • Mar 20Kobe Bussan Co., Ltd. to Report Q2, 2025 Results on Jun 12, 2025Kobe Bussan Co., Ltd. announced that they will report Q2, 2025 results on Jun 12, 2025Reported Earnings • Mar 15First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥47.85 (up from JP¥25.03 in 1Q 2024). Revenue: JP¥132.4b (up 9.5% from 1Q 2024). Net income: JP¥10.6b (up 92% from 1Q 2024). Profit margin: 8.0% (up from 4.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 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 6% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.분석 기사 • Mar 08Kobe Bussan Co., Ltd.'s (TSE:3038) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 35.3x Kobe Bussan Co., Ltd. ( TSE:3038 ) may be sending very bearish...Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.8% to JP¥3,436. The fair value is estimated to be JP¥4,300, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.4%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.분석 기사 • Feb 21Return Trends At Kobe Bussan (TSE:3038) Aren't AppealingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buy Or Sell Opportunity • Feb 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.2% to JP¥3,391. The fair value is estimated to be JP¥4,300, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.4%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Reported Earnings • Feb 05Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥97.09 (up from JP¥93.59 in FY 2023). Revenue: JP¥507.9b (up 10.0% from FY 2023). Net income: JP¥21.4b (up 4.3% from FY 2023). Profit margin: 4.2% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.4%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.Buy Or Sell Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥3,425. The fair value is estimated to be JP¥4,312, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.4%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.공고 • Jan 22Kobe Bussan Co., Ltd. (TSE:3038) agreed to acquire Uehara Foods Industry Co., Ltd. from Adeka Corporation (TSE:4401) for Approximately ¥700 million.Kobe Bussan Co., Ltd. (TSE:3038) agreed to acquire Uehara Foods Industry Co., Ltd. from Adeka Corporation (TSE:4401) for Approximately ¥700 million on January 22, 2025. A cash consideration of ¥700 million will be paid by Kobe Bussan Co., Ltd. As part of consideration, ¥700 million is paid towards common equity of Uehara Foods Industry Co., Ltd. For the period ending March 31, 2024, Uehara Foods Industry Co., Ltd. reported total revenue of ¥1.56 billion, operating loss of ¥14 million and net loss of ¥16 million. As of March 31, 2024, Uehara Foods Industry Co., Ltd. reported total assets of ¥908 million and net liabilities of ¥590 million. The expected completion of the transaction is April 1, 2025.공고 • Jan 18Kobe Bussan Co., Ltd. to Report Q1, 2025 Results on Mar 14, 2025Kobe Bussan Co., Ltd. announced that they will report Q1, 2025 results on Mar 14, 2025분석 기사 • Dec 31An Intrinsic Calculation For Kobe Bussan Co., Ltd. (TSE:3038) Suggests It's 24% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Kobe Bussan fair value estimate is JP¥4,522 Current share...Reported Earnings • Dec 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥97.09 (up from JP¥93.59 in FY 2023). Revenue: JP¥507.9b (up 10.0% from FY 2023). Net income: JP¥21.4b (up 4.3% from FY 2023). Profit margin: 4.2% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.4%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공고 • Dec 13Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2025Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2025.Buy Or Sell Opportunity • Dec 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to JP¥3,506. The fair value is estimated to be JP¥4,425, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.분석 기사 • Dec 04Kobe Bussan (TSE:3038) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Nov 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥3,527. The fair value is estimated to be JP¥4,425, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.분석 기사 • Nov 18Kobe Bussan (TSE:3038) Is Reinvesting To Multiply In ValueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Upcoming Dividend • Oct 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 15 January 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.6%).공고 • Oct 03Kobe Bussan Co., Ltd. to Report Fiscal Year 2024 Results on Dec 13, 2024Kobe Bussan Co., Ltd. announced that they will report fiscal year 2024 results on Dec 13, 2024분석 기사 • Oct 01A Look At The Fair Value Of Kobe Bussan Co., Ltd. (TSE:3038)Key Insights Kobe Bussan's estimated fair value is JP¥4,436 based on 2 Stage Free Cash Flow to Equity With JP¥4,524...Reported Earnings • Sep 15Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: JP¥11.33 (down from JP¥29.48 in 3Q 2023). Revenue: JP¥129.2b (up 11% from 3Q 2023). Net income: JP¥2.50b (down 61% from 3Q 2023). Profit margin: 1.9% (down from 5.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.5%. Revenue is forecast to grow 6.6% 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 4% per year whereas the company’s share price has increased by 3% per year.분석 기사 • Aug 28Is Kobe Bussan (TSE:3038) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Aug 15Capital Investment Trends At Kobe Bussan (TSE:3038) Look StrongTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...분석 기사 • Jul 18Kobe Bussan Co., Ltd.'s (TSE:3038) Business Is Trailing The Market But Its Shares Aren'tWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Kobe...공고 • Jun 20Kobe Bussan Co., Ltd. to Report Q3, 2024 Results on Sep 11, 2024Kobe Bussan Co., Ltd. announced that they will report Q3, 2024 results on Sep 11, 2024분석 기사 • Jun 18Analysts Have Made A Financial Statement On Kobe Bussan Co., Ltd.'s (TSE:3038) Half-Year ReportKobe Bussan Co., Ltd. ( TSE:3038 ) last week reported its latest half-yearly results, which makes it a good time for...Reported Earnings • Jun 16Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥30.89 (down from JP¥35.38 in 2Q 2023). Revenue: JP¥127.2b (up 12% from 2Q 2023). Net income: JP¥6.82b (down 12% from 2Q 2023). Profit margin: 5.4% (down from 6.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.4% 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 but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.분석 기사 • May 21Calculating The Intrinsic Value Of Kobe Bussan Co., Ltd. (TSE:3038)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kobe Bussan fair value estimate is JP¥3,300 With JP¥3,510...분석 기사 • Apr 28Kobe Bussan (TSE:3038) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Mar 31Here's Why Kobe Bussan (TSE:3038) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Mar 17First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥25.03 (up from JP¥6.15 in 1Q 2023). Revenue: JP¥120.9b (up 12% from 1Q 2023). Net income: JP¥5.52b (up 310% from 1Q 2023). Profit margin: 4.6% (up from 1.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 2.6% 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 10% per year.분석 기사 • Mar 15We Like These Underlying Return On Capital Trends At Kobe Bussan (TSE:3038)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Reported Earnings • Feb 03Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥93.59 (down from JP¥95.35 in FY 2022). Revenue: JP¥461.5b (up 14% from FY 2022). Net income: JP¥20.6b (down 1.3% from FY 2022). Profit margin: 4.5% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 7.4% 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 6% per year whereas the company’s share price has increased by 9% per year.공고 • Dec 31Kobe Bussan Co., Ltd. to Report Q2, 2024 Results on Jun 13, 2024Kobe Bussan Co., Ltd. announced that they will report Q2, 2024 results on Jun 13, 2024공고 • Dec 17Kobe Bussan Co., Ltd., Annual General Meeting, Jan 30, 2024Kobe Bussan Co., Ltd., Annual General Meeting, Jan 30, 2024.Reported Earnings • Dec 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥93.59 (down from JP¥95.35 in FY 2022). Revenue: JP¥461.5b (up 14% from FY 2022). Net income: JP¥20.6b (down 1.3% from FY 2022). Profit margin: 4.5% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 7.5% 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 6% per year whereas the company’s share price has increased by 9% per year.Upcoming Dividend • Oct 23Upcoming dividend of JP¥22.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 12 January 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).Reported Earnings • Sep 16Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥29.48 (up from JP¥22.40 in 3Q 2022). Revenue: JP¥116.8b (up 15% from 3Q 2022). Net income: JP¥6.48b (up 32% from 3Q 2022). Profit margin: 5.5% (up from 4.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 7.1% 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 8% per year whereas the company’s share price has increased by 11% per year.Reported Earnings • Jun 17Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥35.38 (up from JP¥27.09 in 2Q 2022). Revenue: JP¥114.0b (up 13% from 2Q 2022). Net income: JP¥7.76b (up 31% from 2Q 2022). Profit margin: 6.8% (up from 5.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 45%. Revenue is forecast to grow 6.8% 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 increased by 10% per year whereas the company’s share price has increased by 7% per year.Reported Earnings • Mar 15First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: EPS: JP¥6.15 (down from JP¥23.48 in 1Q 2022). Revenue: JP¥107.9b (up 12% from 1Q 2022). Net income: JP¥1.35b (down 74% from 1Q 2022). Profit margin: 1.2% (down from 5.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 70%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 1.7% 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 but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 02Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥95.35 (up from JP¥90.48 in FY 2021). Revenue: JP¥406.8b (up 12% from FY 2021). Net income: JP¥20.8b (up 6.3% from FY 2021). Profit margin: 5.1% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.공고 • Jan 01Kobe Bussan Co., Ltd. to Report Q1, 2023 Results on Mar 14, 2023Kobe Bussan Co., Ltd. announced that they will report Q1, 2023 results on Mar 14, 2023공고 • Dec 17Kobe Bussan Co., Ltd., Annual General Meeting, Jan 27, 2023Kobe Bussan Co., Ltd., Annual General Meeting, Jan 27, 2023.Reported Earnings • Dec 16Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥95.35 (up from JP¥90.48 in FY 2021). Revenue: JP¥406.8b (up 12% from FY 2021). Net income: JP¥20.8b (up 6.3% from FY 2021). Profit margin: 5.1% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.0% 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 increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.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. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). President and Representative Director Hirokazu Numata was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Oct 21Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 30 January 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Sep 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥22.40 (up from JP¥21.94 in 3Q 2021). Revenue: JP¥101.9b (up 12% from 3Q 2021). Net income: JP¥4.90b (up 3.1% from 3Q 2021). Profit margin: 4.8% (down from 5.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.1% 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 20% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 14Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: JP¥27.09 (up from JP¥25.60 in 2Q 2021). Revenue: JP¥101.4b (up 11% from 2Q 2021). Net income: JP¥5.92b (up 6.9% from 2Q 2021). Profit margin: 5.8% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Over the next year, revenue is forecast to grow 10%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.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. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). President and Representative Director Hirokazu Numata was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Buying Opportunity • Apr 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.7%. The fair value is estimated to be JP¥4,745, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Buying Opportunity • Mar 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥4,746, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% per annum over the last 3 years. Earnings per share has grown by 22% per annum over the last 3 years.Reported Earnings • Mar 15First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: JP¥23.48 (up from JP¥21.29 in 1Q 2021). Revenue: JP¥96.8b (up 14% from 1Q 2021). Net income: JP¥5.12b (up 11% from 1Q 2021). Profit margin: 5.3% (down from 5.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 8.6%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Mar 08Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥4,849, 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% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.Reported Earnings • Feb 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: JP¥90.48 (up from JP¥69.86 in FY 2020). Revenue: JP¥362.1b (up 6.2% from FY 2020). Net income: JP¥19.6b (up 30% from FY 2020). Profit margin: 5.4% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 10%, compared to a 14% growth forecast for the retail 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 62% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Jan 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be JP¥4,817, 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% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.Reported Earnings • Dec 17Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: JP¥90.48 (up from JP¥69.86 in FY 2020). Revenue: JP¥362.1b (up 6.2% from FY 2020). Net income: JP¥19.6b (up 30% from FY 2020). Profit margin: 5.4% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 9.3%, compared to a 27% growth forecast for the retail 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 76% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Oct 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 29 January 2022. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.5%).Reported Earnings • Sep 15Third quarter 2021 earnings released: EPS JP¥21.94 (vs JP¥19.07 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥90.9b (up 9.2% from 3Q 2020). Net income: JP¥4.75b (up 16% from 3Q 2020). Profit margin: 5.2% (up from 4.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 16Second quarter 2021 earnings released: EPS JP¥25.60 (vs JP¥18.52 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥91.4b (down 3.3% from 2Q 2020). Net income: JP¥5.54b (up 39% from 2Q 2020). Profit margin: 6.1% (up from 4.2% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 16First quarter 2021 earnings released: EPS JP¥21.29 (vs JP¥16.55 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥85.0b (up 4.2% from 1Q 2020). Net income: JP¥4.60b (up 29% from 1Q 2020). Profit margin: 5.4% (up from 4.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.이익 및 매출 성장 예측TSE:3038 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수10/31/2028683,24636,66331,78645,533810/31/2027641,58533,42427,03240,9851010/31/2026585,89931,41626,01342,634104/30/2026565,56734,11222,91533,898N/A1/31/2026560,87427,200N/AN/AN/A10/31/2025551,70131,87832,76842,113N/A7/31/2025542,15332,795N/AN/AN/A4/30/2025532,06623,36531,60438,512N/A1/31/2025519,40426,507N/AN/AN/A10/31/2024507,88321,44320,44130,772N/A7/31/2024500,06219,817N/AN/AN/A4/30/2024487,70123,79521,80030,964N/A1/31/2024474,50824,736N/AN/AN/A10/31/2023461,54620,56020,96730,343N/A7/31/2023445,56420,490N/AN/AN/A4/30/2023430,62018,90512,60423,667N/A1/31/2023417,94617,059N/AN/AN/A10/31/2022406,81320,83210,18821,582N/A7/31/2022394,70620,641N/AN/AN/A4/30/2022383,78820,49613,98830,190N/A1/31/2022373,82820,115N/AN/AN/A10/31/2021362,06419,5922,83321,261N/A7/31/2021348,88218,274N/AN/AN/A4/30/2021341,23817,634-4,43210,656N/A1/31/2021344,31816,086N/AN/AN/A10/31/2020340,87015,0477,41819,543N/A7/31/2020338,62714,420N/AN/AN/A4/30/2020331,16513,55318,81330,019N/A1/31/2020310,57712,920N/AN/AN/A10/31/2019299,61612,056N/A19,217N/A7/31/2019289,16211,714N/AN/AN/A4/30/2019280,19711,232N/A10,613N/A1/31/2019270,58410,451N/AN/AN/A10/31/2018267,17510,363N/A13,693N/A7/31/2018262,5749,853N/AN/AN/A4/30/2018258,7499,072N/A12,239N/A1/31/2018256,6088,733N/AN/AN/A10/31/2017251,5038,346N/A13,661N/A7/31/2017247,5568,379N/AN/AN/A4/30/2017244,5047,993N/A13,870N/A1/31/2017241,7055,299N/AN/AN/A10/31/2016239,2664,560N/A11,962N/A7/31/2016237,9763,012N/AN/AN/A4/30/2016236,1422,847N/A9,004N/A1/31/2016232,3624,150N/AN/AN/A10/31/2015228,5904,174N/A6,896N/A7/31/2015223,7574,592N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3038 의 연간 예상 수익 증가율(7.1%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 3038 의 연간 수익(7.1%)이 JP 시장(10.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 3038 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 3038 의 수익(연간 6.4%)이 JP 시장(연간 6.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 3038 의 수익(연간 6.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3038의 자본 수익률은 3년 후 16.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-retailing 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/13 15:27종가2026/07/13 00:00수익2026/04/30연간 수익2025/10/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Kobe Bussan Co., Ltd.는 15명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Arashi NishizawaBofA Global ResearchRobert G. PurcellCLSANigel MustonCLSA12명의 분석가 더 보기
Price Target Changed • Jun 13Price target decreased by 8.0% to JP¥3,589Down from JP¥3,902, the current price target is an average from 9 analysts. New target price is 32% above last closing price of JP¥2,716. Stock is down 40% over the past year. The company is forecast to post earnings per share of JP¥140 for next year compared to JP¥144 last year.
Price Target Changed • Jun 06Price target decreased by 7.4% to JP¥3,769Down from JP¥4,069, the current price target is an average from 9 analysts. New target price is 46% above last closing price of JP¥2,584. Stock is down 43% over the past year. The company is forecast to post earnings per share of JP¥135 for next year compared to JP¥144 last year.
Price Target Changed • Dec 13Price target decreased by 96% to JP¥160Down from JP¥4,367, the current price target is an average from 7 analysts. New target price is 96% below last closing price of JP¥3,655. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of JP¥136 for next year compared to JP¥144 last year.
분석 기사 • Sep 13Kobe Bussan Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Kobe Bussan Co., Ltd. ( TSE:3038 ) had a good week, as its shares rose 2.5% to close at JP¥4,249 following...
분석 기사 • Jun 15Earnings Miss: Kobe Bussan Co., Ltd. Missed EPS By 42% And Analysts Are Revising Their ForecastsKobe Bussan Co., Ltd. ( TSE:3038 ) came out with its half-yearly results last week, and we wanted to see how the...
분석 기사 • Jun 18Analysts Have Made A Financial Statement On Kobe Bussan Co., Ltd.'s (TSE:3038) Half-Year ReportKobe Bussan Co., Ltd. ( TSE:3038 ) last week reported its latest half-yearly results, which makes it a good time for...
공고 • Jul 02Kobe Bussan Co., Ltd. to Report Q3, 2026 Results on Sep 11, 2026Kobe Bussan Co., Ltd. announced that they will report Q3, 2026 results on Sep 11, 2026
Declared Dividend • Jun 15Dividend of JP¥32.00 announcedShareholders will receive a dividend of JP¥32.00. Ex-date: 29th October 2026 Payment date: 9th January 2027 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 20% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Jun 13Price target decreased by 8.0% to JP¥3,589Down from JP¥3,902, the current price target is an average from 9 analysts. New target price is 32% above last closing price of JP¥2,716. Stock is down 40% over the past year. The company is forecast to post earnings per share of JP¥140 for next year compared to JP¥144 last year.
실시간 뉴스 • Jun 12Kobe Bussan Grows Sales and Profit With New Ventures and Expanding Store NetworkKobe Bussan reported solid year-on-year growth in both sales and profit, supported by its core retail, restaurant and private label product businesses. The Gyomu Super franchise and delicatessen operations contributed to this performance, alongside continued store openings and expansion of the store network. The company is increasing investment and M&A activity, including an airline catering joint venture and a capital and business alliance with Makiya. It is also progressing eco renewable energy projects and aiming to become an integrated food company. The combination of profit growth, broader store coverage and new ventures such as airline catering indicates that Kobe Bussan is drawing on multiple revenue drivers rather than relying on a single business line. Investors may want to monitor how the Makiya alliance and renewable energy initiatives influence margins and capital needs, particularly as the company maintains its full-year outlook in the context of rising costs and economic uncertainty.
Price Target Changed • Jun 06Price target decreased by 7.4% to JP¥3,769Down from JP¥4,069, the current price target is an average from 9 analysts. New target price is 46% above last closing price of JP¥2,584. Stock is down 43% over the past year. The company is forecast to post earnings per share of JP¥135 for next year compared to JP¥144 last year.
Buy Or Sell Opportunity • Mar 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥3,431. The fair value is estimated to be JP¥4,346, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Mar 14First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: JP¥26.65 (down from JP¥47.85 in 1Q 2025). Revenue: JP¥141.6b (up 6.9% from 1Q 2025). Net income: JP¥5.91b (down 44% from 1Q 2025). Profit margin: 4.2% (down from 8.0% in 1Q 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 2.5%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.3% 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.
Buy Or Sell Opportunity • Feb 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥3,791. The fair value is estimated to be JP¥4,831, 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 16%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.
분석 기사 • Feb 05Kobe Bussan's (TSE:3038) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for Kobe Bussan Co., Ltd.'s ( TSE:3038 ) stock hasn't moved much. Our...
Buy Or Sell Opportunity • Jan 21Now 23% undervaluedOver the last 90 days, the stock has risen 1.7% to JP¥3,800. The fair value is estimated to be JP¥4,932, 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 16%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.
New Risk • Jan 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% 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. This is currently the only risk that has been identified for the company.
분석 기사 • Jan 01A Look Into Kobe Bussan's (TSE:3038) Impressive Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • Dec 16Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥3,776. The fair value is estimated to be JP¥4,915, 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 16%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period.
공고 • Dec 15+ 3 more updatesKobe Bussan Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending October 31, 2026Kobe Bussan Co., Ltd. provided dividend guidance for the fiscal year ending October 31, 2026. For the period, the company expects dividend of JPY 32 per share compared to dividend of JPY 30 per share paid a year ago.
Price Target Changed • Dec 13Price target decreased by 96% to JP¥160Down from JP¥4,367, the current price target is an average from 7 analysts. New target price is 96% below last closing price of JP¥3,655. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of JP¥136 for next year compared to JP¥144 last year.
Reported Earnings • Dec 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥144 (up from JP¥97.09 in FY 2024). Revenue: JP¥551.7b (up 8.6% from FY 2024). Net income: JP¥31.9b (up 49% from FY 2024). Profit margin: 5.8% (up from 4.2% 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 8.5%. Revenue is forecast to grow 6.3% 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 16% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공고 • Dec 12Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2026Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2026.
분석 기사 • Nov 10Kobe Bussan Co., Ltd. (TSE:3038) Shares Could Be 25% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Kobe Bussan is JP¥5,048 based on 2 Stage Free Cash Flow to Equity Kobe...
분석 기사 • Oct 28Does Kobe Bussan (TSE:3038) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • Oct 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 October 2025. Payment date: 14 January 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.5%).
분석 기사 • Oct 12Do Kobe Bussan's (TSE:3038) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
공고 • Oct 02Kobe Bussan Co., Ltd. to Report Fiscal Year 2025 Results on Dec 12, 2025Kobe Bussan Co., Ltd. announced that they will report fiscal year 2025 results on Dec 12, 2025
분석 기사 • Sep 13Kobe Bussan Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Kobe Bussan Co., Ltd. ( TSE:3038 ) had a good week, as its shares rose 2.5% to close at JP¥4,249 following...
Reported Earnings • Sep 12Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥53.88 (up from JP¥11.33 in 3Q 2024). Revenue: JP¥139.2b (up 7.8% from 3Q 2024). Net income: JP¥11.9b (up 377% from 3Q 2024). Profit margin: 8.6% (up from 1.9% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 67%. Revenue is forecast to grow 7.1% 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 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 07The Returns At Kobe Bussan (TSE:3038) Aren't GrowingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
분석 기사 • Jul 23Does Kobe Bussan (TSE:3038) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
공고 • Jul 03Kobe Bussan Co., Ltd. to Report Q3, 2025 Results on Sep 11, 2025Kobe Bussan Co., Ltd. announced that they will report Q3, 2025 results on Sep 11, 2025
분석 기사 • Jun 21Kobe Bussan's (TSE:3038) Soft Earnings Don't Show The Whole PictureThe market for Kobe Bussan Co., Ltd.'s ( TSE:3038 ) shares didn't move much after it posted weak earnings recently. We...
분석 기사 • Jun 15Earnings Miss: Kobe Bussan Co., Ltd. Missed EPS By 42% And Analysts Are Revising Their ForecastsKobe Bussan Co., Ltd. ( TSE:3038 ) came out with its half-yearly results last week, and we wanted to see how the...
Declared Dividend • Jun 14Dividend of JP¥26.00 announcedShareholders will receive a dividend of JP¥26.00. Ex-date: 30th October 2025 Payment date: 14th January 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 28%.
Reported Earnings • Jun 13Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: JP¥16.62 (down from JP¥30.89 in 2Q 2024). Revenue: JP¥139.9b (up 10.0% from 2Q 2024). Net income: JP¥3.68b (down 46% from 2Q 2024). Profit margin: 2.6% (down from 5.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 1.5% 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 12% per year.
분석 기사 • May 04Here's Why Kobe Bussan (TSE:3038) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Apr 22Kobe Bussan Co., Ltd.'s (TSE:3038) 29% Share Price Surge Not Quite Adding UpKobe Bussan Co., Ltd. ( TSE:3038 ) shareholders have had their patience rewarded with a 29% share price jump in the...
분석 기사 • Apr 11Calculating The Intrinsic Value Of Kobe Bussan Co., Ltd. (TSE:3038)Key Insights Kobe Bussan's estimated fair value is JP¥4,073 based on 2 Stage Free Cash Flow to Equity With JP¥4,112...
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥4,064, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 9.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,080 per share.
분석 기사 • Mar 31Here's Why Kobe Bussan (TSE:3038) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
공고 • Mar 20Kobe Bussan Co., Ltd. to Report Q2, 2025 Results on Jun 12, 2025Kobe Bussan Co., Ltd. announced that they will report Q2, 2025 results on Jun 12, 2025
Reported Earnings • Mar 15First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥47.85 (up from JP¥25.03 in 1Q 2024). Revenue: JP¥132.4b (up 9.5% from 1Q 2024). Net income: JP¥10.6b (up 92% from 1Q 2024). Profit margin: 8.0% (up from 4.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 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 6% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
분석 기사 • Mar 08Kobe Bussan Co., Ltd.'s (TSE:3038) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 35.3x Kobe Bussan Co., Ltd. ( TSE:3038 ) may be sending very bearish...
Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.8% to JP¥3,436. The fair value is estimated to be JP¥4,300, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.4%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
분석 기사 • Feb 21Return Trends At Kobe Bussan (TSE:3038) Aren't AppealingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buy Or Sell Opportunity • Feb 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.2% to JP¥3,391. The fair value is estimated to be JP¥4,300, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.4%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Reported Earnings • Feb 05Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥97.09 (up from JP¥93.59 in FY 2023). Revenue: JP¥507.9b (up 10.0% from FY 2023). Net income: JP¥21.4b (up 4.3% from FY 2023). Profit margin: 4.2% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.4%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.
Buy Or Sell Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥3,425. The fair value is estimated to be JP¥4,312, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.4%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
공고 • Jan 22Kobe Bussan Co., Ltd. (TSE:3038) agreed to acquire Uehara Foods Industry Co., Ltd. from Adeka Corporation (TSE:4401) for Approximately ¥700 million.Kobe Bussan Co., Ltd. (TSE:3038) agreed to acquire Uehara Foods Industry Co., Ltd. from Adeka Corporation (TSE:4401) for Approximately ¥700 million on January 22, 2025. A cash consideration of ¥700 million will be paid by Kobe Bussan Co., Ltd. As part of consideration, ¥700 million is paid towards common equity of Uehara Foods Industry Co., Ltd. For the period ending March 31, 2024, Uehara Foods Industry Co., Ltd. reported total revenue of ¥1.56 billion, operating loss of ¥14 million and net loss of ¥16 million. As of March 31, 2024, Uehara Foods Industry Co., Ltd. reported total assets of ¥908 million and net liabilities of ¥590 million. The expected completion of the transaction is April 1, 2025.
공고 • Jan 18Kobe Bussan Co., Ltd. to Report Q1, 2025 Results on Mar 14, 2025Kobe Bussan Co., Ltd. announced that they will report Q1, 2025 results on Mar 14, 2025
분석 기사 • Dec 31An Intrinsic Calculation For Kobe Bussan Co., Ltd. (TSE:3038) Suggests It's 24% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Kobe Bussan fair value estimate is JP¥4,522 Current share...
Reported Earnings • Dec 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥97.09 (up from JP¥93.59 in FY 2023). Revenue: JP¥507.9b (up 10.0% from FY 2023). Net income: JP¥21.4b (up 4.3% from FY 2023). Profit margin: 4.2% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.4%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공고 • Dec 13Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2025Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2025.
Buy Or Sell Opportunity • Dec 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to JP¥3,506. The fair value is estimated to be JP¥4,425, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
분석 기사 • Dec 04Kobe Bussan (TSE:3038) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Nov 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥3,527. The fair value is estimated to be JP¥4,425, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
분석 기사 • Nov 18Kobe Bussan (TSE:3038) Is Reinvesting To Multiply In ValueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Upcoming Dividend • Oct 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 15 January 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.6%).
공고 • Oct 03Kobe Bussan Co., Ltd. to Report Fiscal Year 2024 Results on Dec 13, 2024Kobe Bussan Co., Ltd. announced that they will report fiscal year 2024 results on Dec 13, 2024
분석 기사 • Oct 01A Look At The Fair Value Of Kobe Bussan Co., Ltd. (TSE:3038)Key Insights Kobe Bussan's estimated fair value is JP¥4,436 based on 2 Stage Free Cash Flow to Equity With JP¥4,524...
Reported Earnings • Sep 15Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: JP¥11.33 (down from JP¥29.48 in 3Q 2023). Revenue: JP¥129.2b (up 11% from 3Q 2023). Net income: JP¥2.50b (down 61% from 3Q 2023). Profit margin: 1.9% (down from 5.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.5%. Revenue is forecast to grow 6.6% 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 4% per year whereas the company’s share price has increased by 3% per year.
분석 기사 • Aug 28Is Kobe Bussan (TSE:3038) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Aug 15Capital Investment Trends At Kobe Bussan (TSE:3038) Look StrongTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
분석 기사 • Jul 18Kobe Bussan Co., Ltd.'s (TSE:3038) Business Is Trailing The Market But Its Shares Aren'tWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Kobe...
공고 • Jun 20Kobe Bussan Co., Ltd. to Report Q3, 2024 Results on Sep 11, 2024Kobe Bussan Co., Ltd. announced that they will report Q3, 2024 results on Sep 11, 2024
분석 기사 • Jun 18Analysts Have Made A Financial Statement On Kobe Bussan Co., Ltd.'s (TSE:3038) Half-Year ReportKobe Bussan Co., Ltd. ( TSE:3038 ) last week reported its latest half-yearly results, which makes it a good time for...
Reported Earnings • Jun 16Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥30.89 (down from JP¥35.38 in 2Q 2023). Revenue: JP¥127.2b (up 12% from 2Q 2023). Net income: JP¥6.82b (down 12% from 2Q 2023). Profit margin: 5.4% (down from 6.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.4% 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 but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
분석 기사 • May 21Calculating The Intrinsic Value Of Kobe Bussan Co., Ltd. (TSE:3038)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kobe Bussan fair value estimate is JP¥3,300 With JP¥3,510...
분석 기사 • Apr 28Kobe Bussan (TSE:3038) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Mar 31Here's Why Kobe Bussan (TSE:3038) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Mar 17First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥25.03 (up from JP¥6.15 in 1Q 2023). Revenue: JP¥120.9b (up 12% from 1Q 2023). Net income: JP¥5.52b (up 310% from 1Q 2023). Profit margin: 4.6% (up from 1.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 2.6% 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 10% per year.
분석 기사 • Mar 15We Like These Underlying Return On Capital Trends At Kobe Bussan (TSE:3038)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Reported Earnings • Feb 03Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥93.59 (down from JP¥95.35 in FY 2022). Revenue: JP¥461.5b (up 14% from FY 2022). Net income: JP¥20.6b (down 1.3% from FY 2022). Profit margin: 4.5% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 7.4% 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 6% per year whereas the company’s share price has increased by 9% per year.
공고 • Dec 31Kobe Bussan Co., Ltd. to Report Q2, 2024 Results on Jun 13, 2024Kobe Bussan Co., Ltd. announced that they will report Q2, 2024 results on Jun 13, 2024
공고 • Dec 17Kobe Bussan Co., Ltd., Annual General Meeting, Jan 30, 2024Kobe Bussan Co., Ltd., Annual General Meeting, Jan 30, 2024.
Reported Earnings • Dec 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥93.59 (down from JP¥95.35 in FY 2022). Revenue: JP¥461.5b (up 14% from FY 2022). Net income: JP¥20.6b (down 1.3% from FY 2022). Profit margin: 4.5% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 7.5% 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 6% per year whereas the company’s share price has increased by 9% per year.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥22.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 12 January 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).
Reported Earnings • Sep 16Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥29.48 (up from JP¥22.40 in 3Q 2022). Revenue: JP¥116.8b (up 15% from 3Q 2022). Net income: JP¥6.48b (up 32% from 3Q 2022). Profit margin: 5.5% (up from 4.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 7.1% 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 8% per year whereas the company’s share price has increased by 11% per year.
Reported Earnings • Jun 17Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥35.38 (up from JP¥27.09 in 2Q 2022). Revenue: JP¥114.0b (up 13% from 2Q 2022). Net income: JP¥7.76b (up 31% from 2Q 2022). Profit margin: 6.8% (up from 5.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 45%. Revenue is forecast to grow 6.8% 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 increased by 10% per year whereas the company’s share price has increased by 7% per year.
Reported Earnings • Mar 15First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: EPS: JP¥6.15 (down from JP¥23.48 in 1Q 2022). Revenue: JP¥107.9b (up 12% from 1Q 2022). Net income: JP¥1.35b (down 74% from 1Q 2022). Profit margin: 1.2% (down from 5.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 70%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 1.7% 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 but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 02Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥95.35 (up from JP¥90.48 in FY 2021). Revenue: JP¥406.8b (up 12% from FY 2021). Net income: JP¥20.8b (up 6.3% from FY 2021). Profit margin: 5.1% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.
공고 • Jan 01Kobe Bussan Co., Ltd. to Report Q1, 2023 Results on Mar 14, 2023Kobe Bussan Co., Ltd. announced that they will report Q1, 2023 results on Mar 14, 2023
공고 • Dec 17Kobe Bussan Co., Ltd., Annual General Meeting, Jan 27, 2023Kobe Bussan Co., Ltd., Annual General Meeting, Jan 27, 2023.
Reported Earnings • Dec 16Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥95.35 (up from JP¥90.48 in FY 2021). Revenue: JP¥406.8b (up 12% from FY 2021). Net income: JP¥20.8b (up 6.3% from FY 2021). Profit margin: 5.1% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.0% 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 increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
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. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). President and Representative Director Hirokazu Numata was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Oct 21Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 30 January 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Sep 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥22.40 (up from JP¥21.94 in 3Q 2021). Revenue: JP¥101.9b (up 12% from 3Q 2021). Net income: JP¥4.90b (up 3.1% from 3Q 2021). Profit margin: 4.8% (down from 5.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.1% 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 20% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 14Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: JP¥27.09 (up from JP¥25.60 in 2Q 2021). Revenue: JP¥101.4b (up 11% from 2Q 2021). Net income: JP¥5.92b (up 6.9% from 2Q 2021). Profit margin: 5.8% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Over the next year, revenue is forecast to grow 10%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
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. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). President and Representative Director Hirokazu Numata was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Buying Opportunity • Apr 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.7%. The fair value is estimated to be JP¥4,745, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Buying Opportunity • Mar 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥4,746, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% per annum over the last 3 years. Earnings per share has grown by 22% per annum over the last 3 years.
Reported Earnings • Mar 15First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: JP¥23.48 (up from JP¥21.29 in 1Q 2021). Revenue: JP¥96.8b (up 14% from 1Q 2021). Net income: JP¥5.12b (up 11% from 1Q 2021). Profit margin: 5.3% (down from 5.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 8.6%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Mar 08Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥4,849, 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% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.
Reported Earnings • Feb 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: JP¥90.48 (up from JP¥69.86 in FY 2020). Revenue: JP¥362.1b (up 6.2% from FY 2020). Net income: JP¥19.6b (up 30% from FY 2020). Profit margin: 5.4% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 10%, compared to a 14% growth forecast for the retail 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 62% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Jan 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be JP¥4,817, 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% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.
Reported Earnings • Dec 17Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: JP¥90.48 (up from JP¥69.86 in FY 2020). Revenue: JP¥362.1b (up 6.2% from FY 2020). Net income: JP¥19.6b (up 30% from FY 2020). Profit margin: 5.4% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 9.3%, compared to a 27% growth forecast for the retail 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 76% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Oct 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 29 January 2022. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.5%).
Reported Earnings • Sep 15Third quarter 2021 earnings released: EPS JP¥21.94 (vs JP¥19.07 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥90.9b (up 9.2% from 3Q 2020). Net income: JP¥4.75b (up 16% from 3Q 2020). Profit margin: 5.2% (up from 4.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 16Second quarter 2021 earnings released: EPS JP¥25.60 (vs JP¥18.52 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥91.4b (down 3.3% from 2Q 2020). Net income: JP¥5.54b (up 39% from 2Q 2020). Profit margin: 6.1% (up from 4.2% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 16First quarter 2021 earnings released: EPS JP¥21.29 (vs JP¥16.55 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥85.0b (up 4.2% from 1Q 2020). Net income: JP¥4.60b (up 29% from 1Q 2020). Profit margin: 5.4% (up from 4.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.