JM HoldingsLtd (3539) 주식 개요JM 홀딩스는 일본에서 슈퍼마켓 사업을 영위하고 있습니다. 자세히 보기3539 펀더멘털 분석스노우플레이크 점수가치 평가5/6미래 성장3/6과거 실적3/6재무 건전성5/6배당4/6강점공정 가치 추정치보다 낮은 72.5% 에서 거래수익은 매년 16.18% 증가할 것으로 예상됩니다.지난 1년간 수익이 3.5% 증가했습니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석불안정한 배당 실적모든 위험 점검 보기3539 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¥1.25k11.7% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0283b2016201920222025202620282031Revenue JP¥283.2bEarnings JP¥8.7bAdvancedSet Fair ValueView all narrativesJM Holdings Co.,Ltd. 경쟁사G-7 HoldingsSymbol: TSE:7508Market cap: JP¥60.6bDaikokutenbussanLtdSymbol: TSE:2791Market cap: JP¥56.5bRetail PartnersSymbol: TSE:8167Market cap: JP¥58.3bHalowsLtdSymbol: TSE:2742Market cap: JP¥80.3b가격 이력 및 성과JM HoldingsLtd 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥1,250.0052주 최고가JP¥1,827.0052주 최저가JP¥1,188.00베타0.271개월 변동-1.65%3개월 변동-19.20%1년 변동-4.54%3년 변동24.81%5년 변동15.15%IPO 이후 변동124.82%최근 뉴스 및 업데이트Reported Earnings • Jun 14Third quarter 2026 earnings released: EPS: JP¥26.51 (vs JP¥28.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.51 (down from JP¥28.88 in 3Q 2025). Revenue: JP¥48.4b (up 4.9% from 3Q 2025). Net income: JP¥1.35b (down 8.2% from 3Q 2025). Profit margin: 2.8% (down from 3.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.8% 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 10% per year.New Risk • Apr 22New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • Apr 11First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th July 2026 Payment date: 30th October 2026 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥38.52 (vs JP¥42.05 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.52 (down from JP¥42.05 in 2Q 2025). Revenue: JP¥53.5b (up 9.7% from 2Q 2025). Net income: JP¥1.96b (down 8.4% from 2Q 2025). Profit margin: 3.7% (down from 4.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 2 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 15% per year whereas the company’s share price has increased by 19% per year.Upcoming Dividend • Jan 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 10 April 2026. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).Reported Earnings • Dec 16First quarter 2026 earnings released: EPS: JP¥21.39 (vs JP¥13.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.39. Revenue: JP¥47.7b (up 8.2% from 1Q 2025). Net income: JP¥545.0m (down 21% from 1Q 2025). Profit margin: 1.1% (down from 1.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan.더 많은 업데이트 보기Recent updatesReported Earnings • Jun 14Third quarter 2026 earnings released: EPS: JP¥26.51 (vs JP¥28.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.51 (down from JP¥28.88 in 3Q 2025). Revenue: JP¥48.4b (up 4.9% from 3Q 2025). Net income: JP¥1.35b (down 8.2% from 3Q 2025). Profit margin: 2.8% (down from 3.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.8% 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 10% per year.New Risk • Apr 22New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • Apr 11First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th July 2026 Payment date: 30th October 2026 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥38.52 (vs JP¥42.05 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.52 (down from JP¥42.05 in 2Q 2025). Revenue: JP¥53.5b (up 9.7% from 2Q 2025). Net income: JP¥1.96b (down 8.4% from 2Q 2025). Profit margin: 3.7% (down from 4.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 2 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 15% per year whereas the company’s share price has increased by 19% per year.Upcoming Dividend • Jan 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 10 April 2026. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).Reported Earnings • Dec 16First quarter 2026 earnings released: EPS: JP¥21.39 (vs JP¥13.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.39. Revenue: JP¥47.7b (up 8.2% from 1Q 2025). Net income: JP¥545.0m (down 21% from 1Q 2025). Profit margin: 1.1% (down from 1.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan.Declared Dividend • Nov 14Final dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th January 2026 Payment date: 10th April 2026 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.New Risk • Oct 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 94% Dividend yield: 3.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.공시 • Oct 28JM Holdings Co.,Ltd. to Report Q1, 2026 Results on Dec 12, 2025JM Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Dec 12, 2025Reported Earnings • Sep 14Full year 2025 earnings released: EPS: JP¥252 (vs JP¥205 in FY 2024)Full year 2025 results: EPS: JP¥252 (up from JP¥205 in FY 2024). Revenue: JP¥186.2b (up 8.1% from FY 2024). Net income: JP¥6.46b (up 18% from FY 2024). Profit margin: 3.5% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.공시 • Sep 12JM Holdings Co.,Ltd., Annual General Meeting, Oct 29, 2025JM Holdings Co.,Ltd., Annual General Meeting, Oct 29, 2025.공시 • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Sep 12, 2025JM Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Sep 12, 2025Upcoming Dividend • Jul 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 29 October 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (1.7%).Buy Or Sell Opportunity • Jul 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥2,642. The fair value is estimated to be JP¥2,198, however this is not to be taken as a sell 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 13%.Buy Or Sell Opportunity • Jun 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.0% to JP¥2,589. The fair value is estimated to be JP¥2,135, however this is not to be taken as a sell 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 13%.공시 • Apr 29JM Holdings Co.,Ltd. to Report Q3, 2025 Results on Jun 12, 2025JM Holdings Co.,Ltd. announced that they will report Q3, 2025 results on Jun 12, 2025분석 기사 • Apr 14Is JM HoldingsLtd (TSE:3539) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Declared Dividend • Apr 11First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 30th July 2025 Payment date: 29th October 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 18% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 15Second quarter 2025 earnings released: EPS: JP¥84.11 (vs JP¥68.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥84.11 (up from JP¥68.07 in 2Q 2024). Revenue: JP¥48.8b (up 7.0% from 2Q 2024). Net income: JP¥2.14b (up 18% from 2Q 2024). Profit margin: 4.4% (up from 4.0% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.공시 • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2025 Results on Mar 14, 2025JM Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Mar 14, 2025분석 기사 • Jan 24JM HoldingsLtd's (TSE:3539) Dividend Will Be ¥22.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥22.00 per share on 10th of April. The...Upcoming Dividend • Jan 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 13First quarter 2025 earnings released: EPS: JP¥26.38 (vs JP¥35.38 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.38 (down from JP¥35.38 in 1Q 2024). Revenue: JP¥44.1b (up 6.4% from 1Q 2024). Net income: JP¥687.0m (down 27% from 1Q 2024). Profit margin: 1.6% (down from 2.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.분석 기사 • Nov 28JM HoldingsLtd (TSE:3539) Is Due To Pay A Dividend Of ¥22.00JM Holdings Co.,Ltd. ( TSE:3539 ) will pay a dividend of ¥22.00 on the 10th of April. This takes the annual payment to...공시 • Nov 27Japan Meat Co.,Ltd. Common Stock to Be Deleted from OTC EquityJapan Meat Co.,Ltd. Common Stock will be deleted from OTC Equity effective November 26, 2024, due to Inactive Security.분석 기사 • Nov 07JM HoldingsLtd (TSE:3539) Will Pay A Dividend Of ¥22.00JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥22.00 per share on the 10th of April...Declared Dividend • Nov 07Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 30th January 2025 Payment date: 10th April 2025 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 20% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Oct 30JM Holdings Co.,Ltd. to Report Q1, 2025 Results on Dec 12, 2024JM Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Dec 12, 2024Reported Earnings • Sep 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥205 (up from JP¥166 in FY 2023). Revenue: JP¥172.3b (up 11% from FY 2023). Net income: JP¥5.47b (up 24% from FY 2023). Profit margin: 3.2% (up from 2.9% in FY 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 7.5%. 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 15% per year.공시 • Sep 14JM Holdings Co.,Ltd. (TSE:3539) announces an Equity Buyback for 1,400,000 shares, representing 5.25% for ¥4,277 million.JM Holdings Co.,Ltd. (TSE:3539) announces a share repurchase program. Under the program, the company will repurchase up to 1,400,000 shares, representing 5.25% of its issued share capital (excluding treasury stock), for a total purchase price of ¥4,277 million. The shares will be repurchased at a price of ¥3,055 per share. The purpose of the program is to enhancing shareholder returns and improving capital efficiency, as well as implementing flexible capital policies that respond to changes in the business environment and increasing corporate value. The repurchased shares will be cancelled. As of July 31, 2024, the company has 26,678,941 issued shares (excluding treasury stock) and 559 treasury shares.공시 • Sep 12+ 3 more updatesJM Holdings Co.,Ltd., Annual General Meeting, Oct 28, 2024JM Holdings Co.,Ltd., Annual General Meeting, Oct 28, 2024.공시 • Jul 27JM Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on Sep 12, 2024JM Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on Sep 12, 2024Upcoming Dividend • Jul 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 24 October 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.7%).분석 기사 • Jul 22JM HoldingsLtd (TSE:3539) Is Due To Pay A Dividend Of ¥20.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥20.00 per share on 24th of October. This...분석 기사 • Jun 19JM HoldingsLtd (TSE:3539) Will Pay A Dividend Of ¥20.00The board of JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥20.00 per share on the...Reported Earnings • Jun 15Third quarter 2024 earnings released: EPS: JP¥44.83 (vs JP¥37.97 in 3Q 2023)Third quarter 2024 results: EPS: JP¥44.83 (up from JP¥37.97 in 3Q 2023). Revenue: JP¥42.4b (up 9.1% from 3Q 2023). Net income: JP¥1.20b (up 18% from 3Q 2023). Profit margin: 2.8% (up from 2.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 2 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 8% per year whereas the company’s share price has increased by 9% per year.공시 • Apr 29JM Holdings Co.,Ltd. to Report Q3, 2024 Results on Jun 12, 2024JM Holdings Co.,Ltd. announced that they will report Q3, 2024 results on Jun 12, 2024분석 기사 • Apr 25JM HoldingsLtd (TSE:3539) Has Affirmed Its Dividend Of ¥20.00JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥20.00 per share on the 24th of October...분석 기사 • Mar 15JM HoldingsLtd's (TSE:3539) Dividend Will Be ¥20.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥20.00 per share on 24th of October. This...Declared Dividend • Mar 15First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 30th July 2024 Payment date: 24th October 2024 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (10% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 2.2% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 14Second quarter 2024 earnings released: EPS: JP¥68.07 (vs JP¥53.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥68.07 (up from JP¥53.04 in 2Q 2023). Revenue: JP¥45.6b (up 17% from 2Q 2023). Net income: JP¥1.82b (up 28% from 2Q 2023). Profit margin: 4.0% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 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 7% per year whereas the company’s share price has increased by 4% per year.공시 • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2024 Results on Mar 13, 2024JM Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Mar 13, 2024Upcoming Dividend • Jan 23Upcoming dividend of JP¥20.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 10 April 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.6%).Reported Earnings • Dec 15First quarter 2024 earnings released: EPS: JP¥35.38 (vs JP¥24.29 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.38 (up from JP¥24.29 in 1Q 2023). Revenue: JP¥41.4b (up 17% from 1Q 2023). Net income: JP¥944.0m (up 46% from 1Q 2023). Profit margin: 2.3% (up from 1.8% in 1Q 2023). The increase in margin was driven by higher revenue. 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 2% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 02Full year 2023 earnings released: EPS: JP¥166 (vs JP¥160 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥160 in FY 2022). Revenue: JP¥154.8b (up 9.9% from FY 2022). Net income: JP¥4.42b (up 3.5% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Oct 29JM Holdings Co.,Ltd. to Report Q1, 2024 Results on Dec 12, 2023JM Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Dec 12, 2023Reported Earnings • Sep 17Full year 2023 earnings released: EPS: JP¥166 (vs JP¥160 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥160 in FY 2022). Revenue: JP¥154.8b (up 9.9% from FY 2022). Net income: JP¥4.42b (up 3.5% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Sep 12JM Holdings Co.,Ltd., Annual General Meeting, Oct 23, 2023JM Holdings Co.,Ltd., Annual General Meeting, Oct 23, 2023.공시 • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Sep 12, 2023JM Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Sep 12, 2023Upcoming Dividend • Jul 21Upcoming dividend of JP¥20.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 25 October 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).Reported Earnings • Jun 13Third quarter 2023 earnings released: EPS: JP¥37.97 (vs JP¥36.17 in 3Q 2022)Third quarter 2023 results: EPS: JP¥37.97 (up from JP¥36.17 in 3Q 2022). Revenue: JP¥38.9b (up 13% from 3Q 2022). Net income: JP¥1.01b (up 5.0% from 3Q 2022). Profit margin: 2.6% (down from 2.8% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 12% per year, which means it is significantly lagging earnings.공시 • Jun 13+ 1 more updateJM Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2023JM Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending July 31, 2023. For the year, the company expects Net sales of JPY 150,000 million, Operating profit of JPY 7,200 million, Profit attributable to owners of parent of JPY 4,320 million and Basic earnings per share of JPY 161.92.Reported Earnings • Mar 15Second quarter 2023 earnings released: EPS: JP¥53.04 (vs JP¥50.34 in 2Q 2022)Second quarter 2023 results: EPS: JP¥53.04 (up from JP¥50.34 in 2Q 2022). Revenue: JP¥39.1b (up 6.4% from 2Q 2022). Net income: JP¥1.42b (up 5.4% from 2Q 2022). Profit margin: 3.6% (down from 3.7% in 2Q 2022). The decrease in margin was driven by higher expenses. 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 3% per year.공시 • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2023 Results on Feb 14, 2023JM Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Feb 14, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 10 April 2023. Payout ratio is a comfortable 22% and the cash payout ratio is 86%. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 14First quarter 2023 earnings released: EPS: JP¥24.29 (vs JP¥22.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.29 (up from JP¥22.53 in 1Q 2022). Revenue: JP¥35.3b (up 2.9% from 1Q 2022). Net income: JP¥648.0m (up 7.8% from 1Q 2022). Profit margin: 1.8% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Dec 13+ 2 more updatesJM Holdings Co.,Ltd. Provides Second Quarter Dividend Guidance for the Year Ending July 31, 2023JM Holdings Co.,Ltd. provided second quarter dividend guidance for the year ending July 31, 2023. For the period, the company expects second quarter dividend of JPY 20.00 per share compared to JPY 15.00 per share a year ago.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. 12 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . 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 • Sep 14Full year 2022 earnings released: EPS: JP¥160 (vs JP¥159 in FY 2021)Full year 2022 results: EPS: JP¥160 (up from JP¥159 in FY 2021). Revenue: JP¥140.8b (up 8.5% from FY 2021). Net income: JP¥4.27b (flat on FY 2021). Profit margin: 3.0% (down from 3.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Sep 13+ 3 more updatesJM Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 2023JM Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending July 2023. For the year, the company expects net sales of ¥150,000 million, operating profit of ¥7,200 million, profit attributable to owners of parent of ¥4,320 million or basic earnings per share of ¥161.92.Upcoming Dividend • Jul 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).공시 • Jul 15JM Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 12, 2022JM Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 12, 2022Reported Earnings • Jun 13Third quarter 2022 earnings released: EPS: JP¥36.17 (vs JP¥45.54 in 3Q 2021)Third quarter 2022 results: EPS: JP¥36.17 (down from JP¥45.54 in 3Q 2021). Revenue: JP¥34.6b (up 12% from 3Q 2021). Net income: JP¥965.0m (down 21% from 3Q 2021). Profit margin: 2.8% (down from 3.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.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. 12 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . 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 • Mar 15Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥50.34 (down from JP¥52.67 in 2Q 2021). Revenue: JP¥36.8b (up 6.7% from 2Q 2021). Net income: JP¥1.34b (down 4.3% from 2Q 2021). Profit margin: 3.7% (down from 4.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2022 Results on Mar 14, 2022JM Holdings Co.,Ltd. announced that they will report Q2, 2022 results on Mar 14, 2022Upcoming Dividend • Jan 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 11 April 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 19First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥22.53 (down from JP¥28.21 in 1Q 2021). Revenue: JP¥34.3b (up 9.0% from 1Q 2021). Net income: JP¥601.0m (down 20% from 1Q 2021). Profit margin: 1.8% (down from 2.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Dec 19First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥22.53 (down from JP¥28.21 in 1Q 2021). Revenue: JP¥34.3b (up 9.0% from 1Q 2021). Net income: JP¥601.0m (down 20% from 1Q 2021). Profit margin: 1.8% (down from 2.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 17Full year 2021 earnings released: EPS JP¥159 (vs JP¥137 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥129.8b (up 2.3% from FY 2020). Net income: JP¥4.25b (up 16% from FY 2020). Profit margin: 3.3% (up from 2.9% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 20 October 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.5%).Reported Earnings • Jun 13Third quarter 2021 earnings released: EPS JP¥45.54 (vs JP¥41.41 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥31.0b (down 4.3% from 3Q 2020). Net income: JP¥1.21b (up 10.0% from 3Q 2020). Profit margin: 3.9% (up from 3.4% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 16Second quarter 2021 earnings released: EPS JP¥52.67 (vs JP¥45.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥34.5b (up 7.2% from 2Q 2020). Net income: JP¥1.40b (up 16% from 2Q 2020). Profit margin: 4.1% (up from 3.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Feb 02JM Holdings Co.,Ltd. (TSE:3539) agreed to acquire the remaining 92.3% stake in Den'en Toshi Mirai Nitta Co., Ltd. from Organization for Small & Medium Enterprises and Regional Innovation, JAPAN, Ota City, Gunma Prefecture, 48 individual shareholders and corporations.JM Holdings Co.,Ltd. (TSE:3539) agreed to acquire the remaining 92.3% stake in Den'en Toshi Mirai Nitta Co., Ltd. from Organization for Small & Medium Enterprises and Regional Innovation, JAPAN, Ota City, Gunma Prefecture, 48 individual shareholders and corporations on February 1, 2021. Pursuant to the terms, JM Holdings Co.,Ltd. will acquire 0.01203 million shares whereas, Organization for Small & Medium Enterprises and Regional Innovation, JAPAN will sell 29.6% stake, Ota City, Gunma Prefecture will sell 29.6% stake, 48 individual shareholders and corporations will sell 33.1% stake in Den'en Toshi Mirai Nitta Co., Ltd. Den'en Toshi Mirai Nitta Co., Ltd reported net assets of ¥941 million, total assets of ¥1.7 billion, sales of ¥431 million, operating income of ¥122 million and net profit of ¥84 million for the year ended March 31, 2020. The board of directors of JM Holdings Co.,Ltd. approved the transaction. The transaction is expected to complete on February 15, 2021.공시 • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2021 Results on Mar 15, 2021JM Holdings Co.,Ltd. announced that they will report Q2, 2021 results on Mar 15, 2021Is New 90 Day High Low • Jan 15New 90-day low: JP¥2,217The company is down 11% from its price of JP¥2,500 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 5.0% over the same period.Is New 90 Day High Low • Dec 18New 90-day low: JP¥2,289The company is down 27% from its price of JP¥3,155 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period.Reported Earnings • Dec 14First quarter 2021 earnings released: EPS JP¥28.21The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥31.5b (up 5.4% from 1Q 2020). Net income: JP¥752.0m (up 16% from 1Q 2020). Profit margin: 2.4% (up from 2.2% 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 12% per year whereas the company’s share price has increased by 13% per year.공시 • Jul 26JM Holdings Co.,Ltd. to Report Fiscal Year 2020 Results on Sep 11, 2020JM Holdings Co.,Ltd. announced that they will report fiscal year 2020 results on Sep 11, 2020주주 수익률3539JP Consumer RetailingJP 시장7D3.3%0.3%-2.2%1Y-4.5%-11.0%39.6%전체 주주 수익률 보기수익률 대 산업: 3539은 지난 1년 동안 -11%의 수익을 기록한 JP Consumer Retailing 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 3539은 지난 1년 동안 39.6%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 3539's price volatile compared to industry and market?3539 volatility3539 Average Weekly Movement3.2%Consumer Retailing Industry Average Movement3.2%Market Average Movement4.4%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.2%안정적인 주가: 3539는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 3539의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19451,525Masahiro Sakaiwww.jm-holdings.co.jpJM 홀딩스는 일본에서 슈퍼마켓 사업을 하고 있습니다. 이 회사는 또한 레스토랑, 이벤트 관련 및 아웃소싱 사업과 육류 도소매업에도 관여하고 있습니다. 또한 시설 운영 및 관리, 쌀 소매 사업에도 종사하고 있습니다.더 보기JM Holdings Co.,Ltd. 기초 지표 요약JM HoldingsLtd의 순이익과 매출은 시가총액과 어떻게 비교됩니까?3539 기초 통계시가총액JP¥63.70b순이익 (TTM)JP¥6.01b매출 (TTM)JP¥196.82b10.6x주가수익비율(P/E)0.3x주가매출비율(P/S)3539는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표3539 손익계산서 (TTM)매출JP¥196.82b매출원가JP¥140.86b총이익JP¥55.96b기타 비용JP¥49.94b순이익JP¥6.01b최근 보고된 실적Apr 30, 2026다음 실적 발표일해당 없음주당순이익(EPS)118.02총이익률28.43%순이익률3.06%부채/자본 비율18.0%3539의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.9%현재 배당 수익률20%배당 성향3539는 안정적으로 배당을 지급합니까?3539 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 3539를 매수해야 하나요?JM HoldingsLtd 배당 일정배당락일Jul 30 2026배당 지급일Oct 30 2026배당락일까지 남은 일수30 days배당 지급일까지 남은 일수122 days3539는 안정적으로 배당을 지급합니까?3539 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/29 21:44종가2026/06/29 00:00수익2026/04/30연간 수익2025/07/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스JM Holdings Co.,Ltd.는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullDaiwa Securities Co. Ltd.Risa TanihanaDaiwa Securities Co. Ltd.null nullStorm Research Limited
Reported Earnings • Jun 14Third quarter 2026 earnings released: EPS: JP¥26.51 (vs JP¥28.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.51 (down from JP¥28.88 in 3Q 2025). Revenue: JP¥48.4b (up 4.9% from 3Q 2025). Net income: JP¥1.35b (down 8.2% from 3Q 2025). Profit margin: 2.8% (down from 3.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.8% 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 10% per year.
New Risk • Apr 22New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • Apr 11First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th July 2026 Payment date: 30th October 2026 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥38.52 (vs JP¥42.05 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.52 (down from JP¥42.05 in 2Q 2025). Revenue: JP¥53.5b (up 9.7% from 2Q 2025). Net income: JP¥1.96b (down 8.4% from 2Q 2025). Profit margin: 3.7% (down from 4.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 2 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 15% per year whereas the company’s share price has increased by 19% per year.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 10 April 2026. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).
Reported Earnings • Dec 16First quarter 2026 earnings released: EPS: JP¥21.39 (vs JP¥13.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.39. Revenue: JP¥47.7b (up 8.2% from 1Q 2025). Net income: JP¥545.0m (down 21% from 1Q 2025). Profit margin: 1.1% (down from 1.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan.
Reported Earnings • Jun 14Third quarter 2026 earnings released: EPS: JP¥26.51 (vs JP¥28.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.51 (down from JP¥28.88 in 3Q 2025). Revenue: JP¥48.4b (up 4.9% from 3Q 2025). Net income: JP¥1.35b (down 8.2% from 3Q 2025). Profit margin: 2.8% (down from 3.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.8% 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 10% per year.
New Risk • Apr 22New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • Apr 11First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th July 2026 Payment date: 30th October 2026 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥38.52 (vs JP¥42.05 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.52 (down from JP¥42.05 in 2Q 2025). Revenue: JP¥53.5b (up 9.7% from 2Q 2025). Net income: JP¥1.96b (down 8.4% from 2Q 2025). Profit margin: 3.7% (down from 4.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 2 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 15% per year whereas the company’s share price has increased by 19% per year.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 10 April 2026. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).
Reported Earnings • Dec 16First quarter 2026 earnings released: EPS: JP¥21.39 (vs JP¥13.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.39. Revenue: JP¥47.7b (up 8.2% from 1Q 2025). Net income: JP¥545.0m (down 21% from 1Q 2025). Profit margin: 1.1% (down from 1.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan.
Declared Dividend • Nov 14Final dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th January 2026 Payment date: 10th April 2026 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Oct 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 94% Dividend yield: 3.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
공시 • Oct 28JM Holdings Co.,Ltd. to Report Q1, 2026 Results on Dec 12, 2025JM Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Dec 12, 2025
Reported Earnings • Sep 14Full year 2025 earnings released: EPS: JP¥252 (vs JP¥205 in FY 2024)Full year 2025 results: EPS: JP¥252 (up from JP¥205 in FY 2024). Revenue: JP¥186.2b (up 8.1% from FY 2024). Net income: JP¥6.46b (up 18% from FY 2024). Profit margin: 3.5% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Sep 12JM Holdings Co.,Ltd., Annual General Meeting, Oct 29, 2025JM Holdings Co.,Ltd., Annual General Meeting, Oct 29, 2025.
공시 • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Sep 12, 2025JM Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Sep 12, 2025
Upcoming Dividend • Jul 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 29 October 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (1.7%).
Buy Or Sell Opportunity • Jul 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥2,642. The fair value is estimated to be JP¥2,198, however this is not to be taken as a sell 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 13%.
Buy Or Sell Opportunity • Jun 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.0% to JP¥2,589. The fair value is estimated to be JP¥2,135, however this is not to be taken as a sell 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 13%.
공시 • Apr 29JM Holdings Co.,Ltd. to Report Q3, 2025 Results on Jun 12, 2025JM Holdings Co.,Ltd. announced that they will report Q3, 2025 results on Jun 12, 2025
분석 기사 • Apr 14Is JM HoldingsLtd (TSE:3539) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Declared Dividend • Apr 11First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 30th July 2025 Payment date: 29th October 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 18% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 15Second quarter 2025 earnings released: EPS: JP¥84.11 (vs JP¥68.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥84.11 (up from JP¥68.07 in 2Q 2024). Revenue: JP¥48.8b (up 7.0% from 2Q 2024). Net income: JP¥2.14b (up 18% from 2Q 2024). Profit margin: 4.4% (up from 4.0% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.
공시 • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2025 Results on Mar 14, 2025JM Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Mar 14, 2025
분석 기사 • Jan 24JM HoldingsLtd's (TSE:3539) Dividend Will Be ¥22.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥22.00 per share on 10th of April. The...
Upcoming Dividend • Jan 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 13First quarter 2025 earnings released: EPS: JP¥26.38 (vs JP¥35.38 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.38 (down from JP¥35.38 in 1Q 2024). Revenue: JP¥44.1b (up 6.4% from 1Q 2024). Net income: JP¥687.0m (down 27% from 1Q 2024). Profit margin: 1.6% (down from 2.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.
분석 기사 • Nov 28JM HoldingsLtd (TSE:3539) Is Due To Pay A Dividend Of ¥22.00JM Holdings Co.,Ltd. ( TSE:3539 ) will pay a dividend of ¥22.00 on the 10th of April. This takes the annual payment to...
공시 • Nov 27Japan Meat Co.,Ltd. Common Stock to Be Deleted from OTC EquityJapan Meat Co.,Ltd. Common Stock will be deleted from OTC Equity effective November 26, 2024, due to Inactive Security.
분석 기사 • Nov 07JM HoldingsLtd (TSE:3539) Will Pay A Dividend Of ¥22.00JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥22.00 per share on the 10th of April...
Declared Dividend • Nov 07Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 30th January 2025 Payment date: 10th April 2025 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 20% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Oct 30JM Holdings Co.,Ltd. to Report Q1, 2025 Results on Dec 12, 2024JM Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Dec 12, 2024
Reported Earnings • Sep 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥205 (up from JP¥166 in FY 2023). Revenue: JP¥172.3b (up 11% from FY 2023). Net income: JP¥5.47b (up 24% from FY 2023). Profit margin: 3.2% (up from 2.9% in FY 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 7.5%. 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 15% per year.
공시 • Sep 14JM Holdings Co.,Ltd. (TSE:3539) announces an Equity Buyback for 1,400,000 shares, representing 5.25% for ¥4,277 million.JM Holdings Co.,Ltd. (TSE:3539) announces a share repurchase program. Under the program, the company will repurchase up to 1,400,000 shares, representing 5.25% of its issued share capital (excluding treasury stock), for a total purchase price of ¥4,277 million. The shares will be repurchased at a price of ¥3,055 per share. The purpose of the program is to enhancing shareholder returns and improving capital efficiency, as well as implementing flexible capital policies that respond to changes in the business environment and increasing corporate value. The repurchased shares will be cancelled. As of July 31, 2024, the company has 26,678,941 issued shares (excluding treasury stock) and 559 treasury shares.
공시 • Sep 12+ 3 more updatesJM Holdings Co.,Ltd., Annual General Meeting, Oct 28, 2024JM Holdings Co.,Ltd., Annual General Meeting, Oct 28, 2024.
공시 • Jul 27JM Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on Sep 12, 2024JM Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on Sep 12, 2024
Upcoming Dividend • Jul 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 24 October 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.7%).
분석 기사 • Jul 22JM HoldingsLtd (TSE:3539) Is Due To Pay A Dividend Of ¥20.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥20.00 per share on 24th of October. This...
분석 기사 • Jun 19JM HoldingsLtd (TSE:3539) Will Pay A Dividend Of ¥20.00The board of JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥20.00 per share on the...
Reported Earnings • Jun 15Third quarter 2024 earnings released: EPS: JP¥44.83 (vs JP¥37.97 in 3Q 2023)Third quarter 2024 results: EPS: JP¥44.83 (up from JP¥37.97 in 3Q 2023). Revenue: JP¥42.4b (up 9.1% from 3Q 2023). Net income: JP¥1.20b (up 18% from 3Q 2023). Profit margin: 2.8% (up from 2.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 2 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 8% per year whereas the company’s share price has increased by 9% per year.
공시 • Apr 29JM Holdings Co.,Ltd. to Report Q3, 2024 Results on Jun 12, 2024JM Holdings Co.,Ltd. announced that they will report Q3, 2024 results on Jun 12, 2024
분석 기사 • Apr 25JM HoldingsLtd (TSE:3539) Has Affirmed Its Dividend Of ¥20.00JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥20.00 per share on the 24th of October...
분석 기사 • Mar 15JM HoldingsLtd's (TSE:3539) Dividend Will Be ¥20.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥20.00 per share on 24th of October. This...
Declared Dividend • Mar 15First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 30th July 2024 Payment date: 24th October 2024 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (10% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 2.2% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 14Second quarter 2024 earnings released: EPS: JP¥68.07 (vs JP¥53.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥68.07 (up from JP¥53.04 in 2Q 2023). Revenue: JP¥45.6b (up 17% from 2Q 2023). Net income: JP¥1.82b (up 28% from 2Q 2023). Profit margin: 4.0% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 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 7% per year whereas the company’s share price has increased by 4% per year.
공시 • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2024 Results on Mar 13, 2024JM Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Mar 13, 2024
Upcoming Dividend • Jan 23Upcoming dividend of JP¥20.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 10 April 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.6%).
Reported Earnings • Dec 15First quarter 2024 earnings released: EPS: JP¥35.38 (vs JP¥24.29 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.38 (up from JP¥24.29 in 1Q 2023). Revenue: JP¥41.4b (up 17% from 1Q 2023). Net income: JP¥944.0m (up 46% from 1Q 2023). Profit margin: 2.3% (up from 1.8% in 1Q 2023). The increase in margin was driven by higher revenue. 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 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 02Full year 2023 earnings released: EPS: JP¥166 (vs JP¥160 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥160 in FY 2022). Revenue: JP¥154.8b (up 9.9% from FY 2022). Net income: JP¥4.42b (up 3.5% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Oct 29JM Holdings Co.,Ltd. to Report Q1, 2024 Results on Dec 12, 2023JM Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Dec 12, 2023
Reported Earnings • Sep 17Full year 2023 earnings released: EPS: JP¥166 (vs JP¥160 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥160 in FY 2022). Revenue: JP¥154.8b (up 9.9% from FY 2022). Net income: JP¥4.42b (up 3.5% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Sep 12JM Holdings Co.,Ltd., Annual General Meeting, Oct 23, 2023JM Holdings Co.,Ltd., Annual General Meeting, Oct 23, 2023.
공시 • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Sep 12, 2023JM Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Sep 12, 2023
Upcoming Dividend • Jul 21Upcoming dividend of JP¥20.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 25 October 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).
Reported Earnings • Jun 13Third quarter 2023 earnings released: EPS: JP¥37.97 (vs JP¥36.17 in 3Q 2022)Third quarter 2023 results: EPS: JP¥37.97 (up from JP¥36.17 in 3Q 2022). Revenue: JP¥38.9b (up 13% from 3Q 2022). Net income: JP¥1.01b (up 5.0% from 3Q 2022). Profit margin: 2.6% (down from 2.8% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 12% per year, which means it is significantly lagging earnings.
공시 • Jun 13+ 1 more updateJM Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2023JM Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending July 31, 2023. For the year, the company expects Net sales of JPY 150,000 million, Operating profit of JPY 7,200 million, Profit attributable to owners of parent of JPY 4,320 million and Basic earnings per share of JPY 161.92.
Reported Earnings • Mar 15Second quarter 2023 earnings released: EPS: JP¥53.04 (vs JP¥50.34 in 2Q 2022)Second quarter 2023 results: EPS: JP¥53.04 (up from JP¥50.34 in 2Q 2022). Revenue: JP¥39.1b (up 6.4% from 2Q 2022). Net income: JP¥1.42b (up 5.4% from 2Q 2022). Profit margin: 3.6% (down from 3.7% in 2Q 2022). The decrease in margin was driven by higher expenses. 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 3% per year.
공시 • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2023 Results on Feb 14, 2023JM Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Feb 14, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 10 April 2023. Payout ratio is a comfortable 22% and the cash payout ratio is 86%. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 14First quarter 2023 earnings released: EPS: JP¥24.29 (vs JP¥22.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.29 (up from JP¥22.53 in 1Q 2022). Revenue: JP¥35.3b (up 2.9% from 1Q 2022). Net income: JP¥648.0m (up 7.8% from 1Q 2022). Profit margin: 1.8% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Dec 13+ 2 more updatesJM Holdings Co.,Ltd. Provides Second Quarter Dividend Guidance for the Year Ending July 31, 2023JM Holdings Co.,Ltd. provided second quarter dividend guidance for the year ending July 31, 2023. For the period, the company expects second quarter dividend of JPY 20.00 per share compared to JPY 15.00 per share a year ago.
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. 12 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . 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 • Sep 14Full year 2022 earnings released: EPS: JP¥160 (vs JP¥159 in FY 2021)Full year 2022 results: EPS: JP¥160 (up from JP¥159 in FY 2021). Revenue: JP¥140.8b (up 8.5% from FY 2021). Net income: JP¥4.27b (flat on FY 2021). Profit margin: 3.0% (down from 3.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Sep 13+ 3 more updatesJM Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 2023JM Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending July 2023. For the year, the company expects net sales of ¥150,000 million, operating profit of ¥7,200 million, profit attributable to owners of parent of ¥4,320 million or basic earnings per share of ¥161.92.
Upcoming Dividend • Jul 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).
공시 • Jul 15JM Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 12, 2022JM Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 12, 2022
Reported Earnings • Jun 13Third quarter 2022 earnings released: EPS: JP¥36.17 (vs JP¥45.54 in 3Q 2021)Third quarter 2022 results: EPS: JP¥36.17 (down from JP¥45.54 in 3Q 2021). Revenue: JP¥34.6b (up 12% from 3Q 2021). Net income: JP¥965.0m (down 21% from 3Q 2021). Profit margin: 2.8% (down from 3.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
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. 12 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . 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 • Mar 15Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥50.34 (down from JP¥52.67 in 2Q 2021). Revenue: JP¥36.8b (up 6.7% from 2Q 2021). Net income: JP¥1.34b (down 4.3% from 2Q 2021). Profit margin: 3.7% (down from 4.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2022 Results on Mar 14, 2022JM Holdings Co.,Ltd. announced that they will report Q2, 2022 results on Mar 14, 2022
Upcoming Dividend • Jan 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 11 April 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 19First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥22.53 (down from JP¥28.21 in 1Q 2021). Revenue: JP¥34.3b (up 9.0% from 1Q 2021). Net income: JP¥601.0m (down 20% from 1Q 2021). Profit margin: 1.8% (down from 2.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Dec 19First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥22.53 (down from JP¥28.21 in 1Q 2021). Revenue: JP¥34.3b (up 9.0% from 1Q 2021). Net income: JP¥601.0m (down 20% from 1Q 2021). Profit margin: 1.8% (down from 2.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 17Full year 2021 earnings released: EPS JP¥159 (vs JP¥137 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥129.8b (up 2.3% from FY 2020). Net income: JP¥4.25b (up 16% from FY 2020). Profit margin: 3.3% (up from 2.9% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 20 October 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.5%).
Reported Earnings • Jun 13Third quarter 2021 earnings released: EPS JP¥45.54 (vs JP¥41.41 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥31.0b (down 4.3% from 3Q 2020). Net income: JP¥1.21b (up 10.0% from 3Q 2020). Profit margin: 3.9% (up from 3.4% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 16Second quarter 2021 earnings released: EPS JP¥52.67 (vs JP¥45.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥34.5b (up 7.2% from 2Q 2020). Net income: JP¥1.40b (up 16% from 2Q 2020). Profit margin: 4.1% (up from 3.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Feb 02JM Holdings Co.,Ltd. (TSE:3539) agreed to acquire the remaining 92.3% stake in Den'en Toshi Mirai Nitta Co., Ltd. from Organization for Small & Medium Enterprises and Regional Innovation, JAPAN, Ota City, Gunma Prefecture, 48 individual shareholders and corporations.JM Holdings Co.,Ltd. (TSE:3539) agreed to acquire the remaining 92.3% stake in Den'en Toshi Mirai Nitta Co., Ltd. from Organization for Small & Medium Enterprises and Regional Innovation, JAPAN, Ota City, Gunma Prefecture, 48 individual shareholders and corporations on February 1, 2021. Pursuant to the terms, JM Holdings Co.,Ltd. will acquire 0.01203 million shares whereas, Organization for Small & Medium Enterprises and Regional Innovation, JAPAN will sell 29.6% stake, Ota City, Gunma Prefecture will sell 29.6% stake, 48 individual shareholders and corporations will sell 33.1% stake in Den'en Toshi Mirai Nitta Co., Ltd. Den'en Toshi Mirai Nitta Co., Ltd reported net assets of ¥941 million, total assets of ¥1.7 billion, sales of ¥431 million, operating income of ¥122 million and net profit of ¥84 million for the year ended March 31, 2020. The board of directors of JM Holdings Co.,Ltd. approved the transaction. The transaction is expected to complete on February 15, 2021.
공시 • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2021 Results on Mar 15, 2021JM Holdings Co.,Ltd. announced that they will report Q2, 2021 results on Mar 15, 2021
Is New 90 Day High Low • Jan 15New 90-day low: JP¥2,217The company is down 11% from its price of JP¥2,500 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Dec 18New 90-day low: JP¥2,289The company is down 27% from its price of JP¥3,155 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period.
Reported Earnings • Dec 14First quarter 2021 earnings released: EPS JP¥28.21The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥31.5b (up 5.4% from 1Q 2020). Net income: JP¥752.0m (up 16% from 1Q 2020). Profit margin: 2.4% (up from 2.2% 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 12% per year whereas the company’s share price has increased by 13% per year.
공시 • Jul 26JM Holdings Co.,Ltd. to Report Fiscal Year 2020 Results on Sep 11, 2020JM Holdings Co.,Ltd. announced that they will report fiscal year 2020 results on Sep 11, 2020
