View Financial HealthM - mart 배당 및 자사주 매입배당 기준 점검 0/6M - mart 은(는) 현재 수익률이 1.14% 인 배당금 지급 회사입니다.핵심 정보1.1%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Jan 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).Upcoming Dividend • Jan 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 24 April 2025. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.6%).Upcoming Dividend • Jan 23Inaugural dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 January 2024. Payment date: 25 April 2024. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.6%.Upcoming Dividend • Jan 23Inaugural dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 25 April 2023. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.4%.Upcoming Dividend • Jan 21Inaugural dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 26 April 2022. The company is not currently making a profit but it is cash flow positive. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.0%.모든 업데이트 보기Recent updatesReported Earnings • Jun 16First quarter 2027 earnings released: EPS: JP¥24.74 (vs JP¥19.94 in 1Q 2026)First quarter 2027 results: EPS: JP¥24.74 (up from JP¥19.94 in 1Q 2026). Revenue: JP¥376.0m (up 12% from 1Q 2026). Net income: JP¥121.0m (up 24% from 1Q 2026). Profit margin: 32% (up from 29% in 1Q 2026). The increase in margin was driven by higher revenue. 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 10% per year, which means it is significantly lagging earnings.New Risk • Apr 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended July 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported July 2025 fiscal period end). Market cap is less than US$100m (JP¥5.82b market cap, or US$36.5m).Reported Earnings • Mar 19Full year 2026 earnings released: EPS: JP¥86.50 (vs JP¥70.55 in FY 2025)Full year 2026 results: EPS: JP¥86.50 (up from JP¥70.55 in FY 2025). Revenue: JP¥1.36b (up 5.3% from FY 2025). Net income: JP¥423.0m (up 23% from FY 2025). Profit margin: 31% (up from 27% in FY 2025). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Mar 17M - mart Inc., Annual General Meeting, Apr 23, 2026M - mart Inc., Annual General Meeting, Apr 23, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥22.08 (vs JP¥20.45 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.08 (up from JP¥20.45 in 3Q 2025). Revenue: JP¥335.0m (flat on 3Q 2025). Net income: JP¥108.0m (up 8.0% from 3Q 2025). Profit margin: 32% (up from 30% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Oct 28M - mart Inc. to Report Q3, 2026 Results on Dec 15, 2025M - mart Inc. announced that they will report Q3, 2026 results on Dec 15, 2025Reported Earnings • Sep 17First half 2026 earnings released: EPS: JP¥39.87 (vs JP¥29.65 in 1H 2025)First half 2026 results: EPS: JP¥39.87 (up from JP¥29.65 in 1H 2025). Revenue: JP¥673.0m (up 8.0% from 1H 2025). Net income: JP¥195.0m (up 35% from 1H 2025). Profit margin: 29% (up from 23% in 1H 2025). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공시 • Jul 10M - mart Inc. to Report Q2, 2026 Results on Sep 16, 2025M - mart Inc. announced that they will report Q2, 2026 results on Sep 16, 2025Buy Or Sell Opportunity • Jun 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥1,407. The fair value is estimated to be JP¥1,157, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 22%.분석 기사 • May 07Market Participants Recognise M - mart Inc.'s (TSE:4380) Earnings Pushing Shares 27% HigherM - mart Inc. ( TSE:4380 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. But...공시 • May 03M - mart Inc. to Report Q1, 2026 Results on Jun 16, 2025M - mart Inc. announced that they will report Q1, 2026 results on Jun 16, 2025Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥967, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 6.9% over the past three years.Buy Or Sell Opportunity • Apr 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥996. The fair value is estimated to be JP¥1,293, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.New Risk • Apr 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended July 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported July 2024 fiscal period end). Market cap is less than US$100m (JP¥5.60b market cap, or US$38.1m).Reported Earnings • Mar 18Full year 2025 earnings released: EPS: JP¥70.55 (vs JP¥66.25 in FY 2024)Full year 2025 results: EPS: JP¥70.55 (up from JP¥66.25 in FY 2024). Revenue: JP¥1.29b (up 11% from FY 2024). Net income: JP¥345.0m (up 6.5% from FY 2024). Profit margin: 27% (down from 28% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공시 • Mar 17M - mart Inc., Annual General Meeting, Apr 24, 2025M - mart Inc., Annual General Meeting, Apr 24, 2025.Upcoming Dividend • Jan 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 24 April 2025. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.6%).공시 • Jan 03M - mart Inc. to Report Fiscal Year 2025 Results on Mar 17, 2025M - mart Inc. announced that they will report fiscal year 2025 results on Mar 17, 2025Reported Earnings • Dec 17Third quarter 2025 earnings released: EPS: JP¥18.81 (vs JP¥17.79 in 3Q 2024)Third quarter 2025 results: EPS: JP¥18.81 (up from JP¥17.79 in 3Q 2024). Revenue: JP¥326.0m (up 9.4% from 3Q 2024). Net income: JP¥92.0m (up 5.7% from 3Q 2024). Profit margin: 28% (down from 29% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Dec 17Now 20% undervaluedOver the last 90 days, the stock has risen 4.2% to JP¥1,094. The fair value is estimated to be JP¥1,368, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.분석 기사 • Dec 16Estimating The Intrinsic Value Of M - mart Inc. (TSE:4380)Key Insights Using the 2 Stage Free Cash Flow to Equity, M - mart fair value estimate is JP¥1,368 M - mart's JP¥1,199...Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,199, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 59% over the past three years.Buy Or Sell Opportunity • Oct 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to JP¥1,083. The fair value is estimated to be JP¥1,369, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.Buy Or Sell Opportunity • Sep 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥1,070. The fair value is estimated to be JP¥1,369, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.Reported Earnings • Sep 18Second quarter 2025 earnings released: EPS: JP¥14.93 (vs JP¥16.77 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.93 (down from JP¥16.77 in 2Q 2024). Revenue: JP¥313.0m (up 11% from 2Q 2024). Net income: JP¥73.0m (down 11% from 2Q 2024). Profit margin: 23% (down from 29% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% 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 • Sep 17We Ran A Stock Scan For Earnings Growth And M - mart (TSE:4380) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Aug 05M - mart Inc. (TSE:4380) Might Not Be As Mispriced As It Looks After Plunging 41%The M - mart Inc. ( TSE:4380 ) share price has fared very poorly over the last month, falling by a substantial 41...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.46b market cap, or US$24.3m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to JP¥708, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 31% over the past three years.분석 기사 • Aug 02M - mart (TSE:4380) Is Achieving High Returns On Its CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Jun 17First quarter 2025 earnings released: EPS: JP¥14.72 (vs JP¥14.93 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.72 (down from JP¥14.93 in 1Q 2024). Revenue: JP¥310.0m (up 14% from 1Q 2024). Net income: JP¥72.0m (down 1.4% from 1Q 2024). Profit margin: 23% (down from 27% 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 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Apr 27+ 1 more updateM - mart Inc. to Report Q3, 2025 Results on Dec 16, 2024M - mart Inc. announced that they will report Q3, 2025 results on Dec 16, 2024공시 • Apr 05M - mart Inc. to Report Q1, 2025 Results on Jun 14, 2024M - mart Inc. announced that they will report Q1, 2025 results on Jun 14, 2024Reported Earnings • Mar 21Full year 2024 earnings released: EPS: JP¥66.25 (vs JP¥48.05 in FY 2023)Full year 2024 results: EPS: JP¥66.25 (up from JP¥48.05 in FY 2023). Revenue: JP¥1.17b (up 19% from FY 2023). Net income: JP¥324.0m (up 38% from FY 2023). Profit margin: 28% (up from 24% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Mar 20M - mart Inc., Annual General Meeting, Apr 23, 2024M - mart Inc., Annual General Meeting, Apr 23, 2024.분석 기사 • Mar 18Here's Why We Think M - mart (TSE:4380) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,515, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 37% over the past three years.Buy Or Sell Opportunity • Feb 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥1,406. The fair value is estimated to be JP¥1,790, 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 34%.Upcoming Dividend • Jan 23Inaugural dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 January 2024. Payment date: 25 April 2024. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.6%.공시 • Jan 11M - mart Inc. to Report Fiscal Year 2024 Results on Mar 18, 2024M - mart Inc. announced that they will report fiscal year 2024 results on Mar 18, 2024Buying Opportunity • Dec 19Now 21% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be JP¥1,796, 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 34%.Reported Earnings • Dec 16Third quarter 2024 earnings released: EPS: JP¥17.79 (vs JP¥11.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.79 (up from JP¥11.66 in 3Q 2023). Revenue: JP¥298.0m (up 22% from 3Q 2023). Net income: JP¥87.0m (up 53% from 3Q 2023). Profit margin: 29% (up from 23% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Oct 28M - mart Inc. to Report Q3, 2024 Results on Dec 15, 2023M - mart Inc. announced that they will report Q3, 2024 results on Dec 15, 2023Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: JP¥16.77 (vs JP¥11.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.77 (up from JP¥11.04 in 2Q 2023). Revenue: JP¥283.0m (up 18% from 2Q 2023). Net income: JP¥82.0m (up 52% from 2Q 2023). Profit margin: 29% (up from 23% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Jul 13M - mart Inc. to Report Q2, 2024 Results on Sep 14, 2023M - mart Inc. announced that they will report Q2, 2024 results on Sep 14, 2023Reported Earnings • Jun 17First quarter 2024 earnings released: EPS: JP¥14.93 (vs JP¥9.41 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.93 (up from JP¥9.41 in 1Q 2023). Revenue: JP¥273.0m (up 19% from 1Q 2023). Net income: JP¥73.0m (up 59% from 1Q 2023). Profit margin: 27% (up from 20% 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 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,213, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 144% over the past three years.Reported Earnings • Mar 18Full year 2023 earnings released: EPS: JP¥48.05 (vs JP¥37.22 in FY 2022)Full year 2023 results: EPS: JP¥48.05 (up from JP¥37.22 in FY 2022). Revenue: JP¥986.0m (up 9.3% from FY 2022). Net income: JP¥235.0m (up 29% from FY 2022). Profit margin: 24% (up from 20% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jan 23Inaugural dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 25 April 2023. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.4%.공시 • Dec 30M - mart Inc. to Report Fiscal Year 2023 Results on Mar 17, 2023M - mart Inc. announced that they will report fiscal year 2023 results on Mar 17, 2023Reported Earnings • Dec 16Third quarter 2023 earnings released: EPS: JP¥11.66 (vs JP¥10.22 in 3Q 2022)Third quarter 2023 results: EPS: JP¥11.66 (up from JP¥10.22 in 3Q 2022). Revenue: JP¥244.0m (up 7.5% from 3Q 2022). Net income: JP¥57.0m (up 14% from 3Q 2022). Profit margin: 23% (up from 22% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,133, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 39% over the past three years.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. 1 independent director (6 non-independent directors). Senior MD, GM of Administration Division, Head of General Affairs Department & Director Mikichiyo Hori was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Oct 02M - mart Inc. to Report Q3, 2023 Results on Dec 15, 2022M - mart Inc. announced that they will report Q3, 2023 results on Dec 15, 2022Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥11.04 (vs JP¥6.95 in 2Q 2022)Second quarter 2023 results: EPS: JP¥11.04 (up from JP¥6.95 in 2Q 2022). Revenue: JP¥240.0m (up 9.1% from 2Q 2022). Net income: JP¥54.0m (up 59% from 2Q 2022). Profit margin: 23% (up from 16% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • Jun 15First quarter 2023 earnings released: EPS: JP¥9.41 (vs JP¥9.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.41 (vs JP¥9.41 in 1Q 2022). Revenue: JP¥229.0m (up 4.6% from 1Q 2022). Net income: JP¥46.0m (flat on 1Q 2022). Profit margin: 20% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Buying Opportunity • Jun 15Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 9.8%. The fair value is estimated to be JP¥1,137, 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 declined by 6.7%.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥845, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 16x in the Online Retail industry in Japan. Negligible returns to shareholders over past three years.Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥990, the stock trades at a trailing P/E ratio of 28.6x. Average trailing P/E is 16x in the Online Retail industry in Japan. Total returns to shareholders of 4.8% over the past three years.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. 1 independent director (6 non-independent directors). Senior MD, GM of Administration Division, Head of General Affairs Department & Director Mikichiyo Hori was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 20M - mart Inc. to Report Q1, 2023 Results on Jun 14, 2022M - mart Inc. announced that they will report Q1, 2023 results on Jun 14, 2022공시 • Apr 08M - mart Inc., Annual General Meeting, Apr 22, 2022M - mart Inc., Annual General Meeting, Apr 22, 2022.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥875, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 17x in the Online Retail industry in Japan. Total returns to shareholders of 3.1% over the past three years.Buying Opportunity • Feb 17Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be JP¥1,072, 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 declined by 11% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥880, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 51% over the past three years.Upcoming Dividend • Jan 21Inaugural dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 26 April 2022. The company is not currently making a profit but it is cash flow positive. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.0%.Reported Earnings • Dec 17Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥10.22 (up from JP¥2.97 in 3Q 2021). Revenue: JP¥227.0m (up 15% from 3Q 2021). Net income: JP¥50.0m (up 72% from 3Q 2021). Profit margin: 22% (up from 15% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS JP¥6.95 (vs JP¥12.68 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥220.0m (up 16% from 2Q 2021). Net income: JP¥34.0m (up 9.7% from 2Q 2021). Profit margin: 16% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,213, the stock trades at a trailing P/E ratio of 46x. Average trailing P/E is 19x in the Online Retail industry in Japan. Negligible returns to shareholders over past three years.Reported Earnings • Jun 17First quarter 2022 earnings released: EPS JP¥9.41 (vs JP¥8.18 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥219.0m (up 23% from 1Q 2021). Net income: JP¥46.0m (up 130% from 1Q 2021). Profit margin: 21% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue.공시 • Mar 19M - mart Inc., Annual General Meeting, Apr 23, 2021M - mart Inc., Annual General Meeting, Apr 23, 2021.Is New 90 Day High Low • Mar 16New 90-day high: JP¥1,179The company is up 13% from a price of JP¥1,041 on 16 December 2020. Outperformed the Japanese market which is up 10.0% over the last 90 days. Lagged the Online Retail industry, which is up 21% over the same period.Is New 90 Day High Low • Feb 01New 90-day low: JP¥934The company is down 23% from its price of JP¥1,212 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 5.0% over the same period.공시 • Jan 01M - mart Inc. to Report Fiscal Year 2021 Results on Mar 17, 2021M - mart Inc. announced that they will report fiscal year 2021 results on Mar 17, 2021Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥939, the stock is trading at a trailing P/E ratio of 37.9x, down from the previous P/E ratio of 49.5x. This compares to an average P/E of 26x in the Online Retail industry in Japan. Total returns to shareholders over the past year are 25%.Reported Earnings • Dec 17Third quarter 2021 earnings released: EPS JP¥2.97The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥197.0m (up 17% from 3Q 2020). Net income: JP¥29.0m (up 21% from 3Q 2020). Profit margin: 15% (in line with 3Q 2020).Is New 90 Day High Low • Dec 16New 90-day low: JP¥1,041The company is down 30% from its price of JP¥1,483 on 17 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 6.0% over the same period.공시 • Oct 18M - mart Inc. to Report Q3, 2021 Results on Dec 15, 2020M - mart Inc. announced that they will report Q3, 2021 results on Dec 15, 2020공시 • Aug 03M - mart Inc. to Report Q2, 2021 Results on Sep 14, 2020M - mart Inc. announced that they will report Q2, 2021 results on Sep 14, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 4380 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: 4380 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장M - mart 배당 수익률 vs 시장4380의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (4380)1.1%시장 하위 25% (JP)1.8%시장 상위 25% (JP)3.9%업계 평균 (Consumer Retailing)2.1%분석가 예측 (4380) (최대 3년)n/a주목할만한 배당금: 4380 의 배당금( 1.14% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.83% )와 비교해 주목할 만하지 않습니다.고배당: 4380 의 배당금( 1.14% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.93% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 4380 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: 4380 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/29 23:08종가2026/06/29 00:00수익2026/01/31연간 수익2026/01/31데이터 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 소스M - mart Inc.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yoshihiro MaedaThe Stock Research Center
Upcoming Dividend • Jan 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).
Upcoming Dividend • Jan 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 24 April 2025. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.6%).
Upcoming Dividend • Jan 23Inaugural dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 January 2024. Payment date: 25 April 2024. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.6%.
Upcoming Dividend • Jan 23Inaugural dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 25 April 2023. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.4%.
Upcoming Dividend • Jan 21Inaugural dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 26 April 2022. The company is not currently making a profit but it is cash flow positive. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.0%.
Reported Earnings • Jun 16First quarter 2027 earnings released: EPS: JP¥24.74 (vs JP¥19.94 in 1Q 2026)First quarter 2027 results: EPS: JP¥24.74 (up from JP¥19.94 in 1Q 2026). Revenue: JP¥376.0m (up 12% from 1Q 2026). Net income: JP¥121.0m (up 24% from 1Q 2026). Profit margin: 32% (up from 29% in 1Q 2026). The increase in margin was driven by higher revenue. 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 10% per year, which means it is significantly lagging earnings.
New Risk • Apr 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended July 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported July 2025 fiscal period end). Market cap is less than US$100m (JP¥5.82b market cap, or US$36.5m).
Reported Earnings • Mar 19Full year 2026 earnings released: EPS: JP¥86.50 (vs JP¥70.55 in FY 2025)Full year 2026 results: EPS: JP¥86.50 (up from JP¥70.55 in FY 2025). Revenue: JP¥1.36b (up 5.3% from FY 2025). Net income: JP¥423.0m (up 23% from FY 2025). Profit margin: 31% (up from 27% in FY 2025). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Mar 17M - mart Inc., Annual General Meeting, Apr 23, 2026M - mart Inc., Annual General Meeting, Apr 23, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).
Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥22.08 (vs JP¥20.45 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.08 (up from JP¥20.45 in 3Q 2025). Revenue: JP¥335.0m (flat on 3Q 2025). Net income: JP¥108.0m (up 8.0% from 3Q 2025). Profit margin: 32% (up from 30% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Oct 28M - mart Inc. to Report Q3, 2026 Results on Dec 15, 2025M - mart Inc. announced that they will report Q3, 2026 results on Dec 15, 2025
Reported Earnings • Sep 17First half 2026 earnings released: EPS: JP¥39.87 (vs JP¥29.65 in 1H 2025)First half 2026 results: EPS: JP¥39.87 (up from JP¥29.65 in 1H 2025). Revenue: JP¥673.0m (up 8.0% from 1H 2025). Net income: JP¥195.0m (up 35% from 1H 2025). Profit margin: 29% (up from 23% in 1H 2025). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공시 • Jul 10M - mart Inc. to Report Q2, 2026 Results on Sep 16, 2025M - mart Inc. announced that they will report Q2, 2026 results on Sep 16, 2025
Buy Or Sell Opportunity • Jun 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥1,407. The fair value is estimated to be JP¥1,157, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 22%.
분석 기사 • May 07Market Participants Recognise M - mart Inc.'s (TSE:4380) Earnings Pushing Shares 27% HigherM - mart Inc. ( TSE:4380 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. But...
공시 • May 03M - mart Inc. to Report Q1, 2026 Results on Jun 16, 2025M - mart Inc. announced that they will report Q1, 2026 results on Jun 16, 2025
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥967, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 6.9% over the past three years.
Buy Or Sell Opportunity • Apr 07Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥996. The fair value is estimated to be JP¥1,293, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.
New Risk • Apr 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended July 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported July 2024 fiscal period end). Market cap is less than US$100m (JP¥5.60b market cap, or US$38.1m).
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: JP¥70.55 (vs JP¥66.25 in FY 2024)Full year 2025 results: EPS: JP¥70.55 (up from JP¥66.25 in FY 2024). Revenue: JP¥1.29b (up 11% from FY 2024). Net income: JP¥345.0m (up 6.5% from FY 2024). Profit margin: 27% (down from 28% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공시 • Mar 17M - mart Inc., Annual General Meeting, Apr 24, 2025M - mart Inc., Annual General Meeting, Apr 24, 2025.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 24 April 2025. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.6%).
공시 • Jan 03M - mart Inc. to Report Fiscal Year 2025 Results on Mar 17, 2025M - mart Inc. announced that they will report fiscal year 2025 results on Mar 17, 2025
Reported Earnings • Dec 17Third quarter 2025 earnings released: EPS: JP¥18.81 (vs JP¥17.79 in 3Q 2024)Third quarter 2025 results: EPS: JP¥18.81 (up from JP¥17.79 in 3Q 2024). Revenue: JP¥326.0m (up 9.4% from 3Q 2024). Net income: JP¥92.0m (up 5.7% from 3Q 2024). Profit margin: 28% (down from 29% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Dec 17Now 20% undervaluedOver the last 90 days, the stock has risen 4.2% to JP¥1,094. The fair value is estimated to be JP¥1,368, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.
분석 기사 • Dec 16Estimating The Intrinsic Value Of M - mart Inc. (TSE:4380)Key Insights Using the 2 Stage Free Cash Flow to Equity, M - mart fair value estimate is JP¥1,368 M - mart's JP¥1,199...
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,199, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 59% over the past three years.
Buy Or Sell Opportunity • Oct 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to JP¥1,083. The fair value is estimated to be JP¥1,369, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.
Buy Or Sell Opportunity • Sep 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥1,070. The fair value is estimated to be JP¥1,369, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 29%.
Reported Earnings • Sep 18Second quarter 2025 earnings released: EPS: JP¥14.93 (vs JP¥16.77 in 2Q 2024)Second quarter 2025 results: EPS: JP¥14.93 (down from JP¥16.77 in 2Q 2024). Revenue: JP¥313.0m (up 11% from 2Q 2024). Net income: JP¥73.0m (down 11% from 2Q 2024). Profit margin: 23% (down from 29% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% 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 • Sep 17We Ran A Stock Scan For Earnings Growth And M - mart (TSE:4380) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Aug 05M - mart Inc. (TSE:4380) Might Not Be As Mispriced As It Looks After Plunging 41%The M - mart Inc. ( TSE:4380 ) share price has fared very poorly over the last month, falling by a substantial 41...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Market cap is less than US$100m (JP¥3.46b market cap, or US$24.3m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to JP¥708, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 31% over the past three years.
분석 기사 • Aug 02M - mart (TSE:4380) Is Achieving High Returns On Its CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Jun 17First quarter 2025 earnings released: EPS: JP¥14.72 (vs JP¥14.93 in 1Q 2024)First quarter 2025 results: EPS: JP¥14.72 (down from JP¥14.93 in 1Q 2024). Revenue: JP¥310.0m (up 14% from 1Q 2024). Net income: JP¥72.0m (down 1.4% from 1Q 2024). Profit margin: 23% (down from 27% 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 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Apr 27+ 1 more updateM - mart Inc. to Report Q3, 2025 Results on Dec 16, 2024M - mart Inc. announced that they will report Q3, 2025 results on Dec 16, 2024
공시 • Apr 05M - mart Inc. to Report Q1, 2025 Results on Jun 14, 2024M - mart Inc. announced that they will report Q1, 2025 results on Jun 14, 2024
Reported Earnings • Mar 21Full year 2024 earnings released: EPS: JP¥66.25 (vs JP¥48.05 in FY 2023)Full year 2024 results: EPS: JP¥66.25 (up from JP¥48.05 in FY 2023). Revenue: JP¥1.17b (up 19% from FY 2023). Net income: JP¥324.0m (up 38% from FY 2023). Profit margin: 28% (up from 24% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Mar 20M - mart Inc., Annual General Meeting, Apr 23, 2024M - mart Inc., Annual General Meeting, Apr 23, 2024.
분석 기사 • Mar 18Here's Why We Think M - mart (TSE:4380) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥1,515, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 37% over the past three years.
Buy Or Sell Opportunity • Feb 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥1,406. The fair value is estimated to be JP¥1,790, 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 34%.
Upcoming Dividend • Jan 23Inaugural dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 January 2024. Payment date: 25 April 2024. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.6%.
공시 • Jan 11M - mart Inc. to Report Fiscal Year 2024 Results on Mar 18, 2024M - mart Inc. announced that they will report fiscal year 2024 results on Mar 18, 2024
Buying Opportunity • Dec 19Now 21% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be JP¥1,796, 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 34%.
Reported Earnings • Dec 16Third quarter 2024 earnings released: EPS: JP¥17.79 (vs JP¥11.66 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.79 (up from JP¥11.66 in 3Q 2023). Revenue: JP¥298.0m (up 22% from 3Q 2023). Net income: JP¥87.0m (up 53% from 3Q 2023). Profit margin: 29% (up from 23% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Oct 28M - mart Inc. to Report Q3, 2024 Results on Dec 15, 2023M - mart Inc. announced that they will report Q3, 2024 results on Dec 15, 2023
Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: JP¥16.77 (vs JP¥11.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.77 (up from JP¥11.04 in 2Q 2023). Revenue: JP¥283.0m (up 18% from 2Q 2023). Net income: JP¥82.0m (up 52% from 2Q 2023). Profit margin: 29% (up from 23% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Jul 13M - mart Inc. to Report Q2, 2024 Results on Sep 14, 2023M - mart Inc. announced that they will report Q2, 2024 results on Sep 14, 2023
Reported Earnings • Jun 17First quarter 2024 earnings released: EPS: JP¥14.93 (vs JP¥9.41 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.93 (up from JP¥9.41 in 1Q 2023). Revenue: JP¥273.0m (up 19% from 1Q 2023). Net income: JP¥73.0m (up 59% from 1Q 2023). Profit margin: 27% (up from 20% 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 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,213, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 144% over the past three years.
Reported Earnings • Mar 18Full year 2023 earnings released: EPS: JP¥48.05 (vs JP¥37.22 in FY 2022)Full year 2023 results: EPS: JP¥48.05 (up from JP¥37.22 in FY 2022). Revenue: JP¥986.0m (up 9.3% from FY 2022). Net income: JP¥235.0m (up 29% from FY 2022). Profit margin: 24% (up from 20% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jan 23Inaugural dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 25 April 2023. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.4%.
공시 • Dec 30M - mart Inc. to Report Fiscal Year 2023 Results on Mar 17, 2023M - mart Inc. announced that they will report fiscal year 2023 results on Mar 17, 2023
Reported Earnings • Dec 16Third quarter 2023 earnings released: EPS: JP¥11.66 (vs JP¥10.22 in 3Q 2022)Third quarter 2023 results: EPS: JP¥11.66 (up from JP¥10.22 in 3Q 2022). Revenue: JP¥244.0m (up 7.5% from 3Q 2022). Net income: JP¥57.0m (up 14% from 3Q 2022). Profit margin: 23% (up from 22% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,133, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 39% over the past three years.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. 1 independent director (6 non-independent directors). Senior MD, GM of Administration Division, Head of General Affairs Department & Director Mikichiyo Hori was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Oct 02M - mart Inc. to Report Q3, 2023 Results on Dec 15, 2022M - mart Inc. announced that they will report Q3, 2023 results on Dec 15, 2022
Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥11.04 (vs JP¥6.95 in 2Q 2022)Second quarter 2023 results: EPS: JP¥11.04 (up from JP¥6.95 in 2Q 2022). Revenue: JP¥240.0m (up 9.1% from 2Q 2022). Net income: JP¥54.0m (up 59% from 2Q 2022). Profit margin: 23% (up from 16% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • Jun 15First quarter 2023 earnings released: EPS: JP¥9.41 (vs JP¥9.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.41 (vs JP¥9.41 in 1Q 2022). Revenue: JP¥229.0m (up 4.6% from 1Q 2022). Net income: JP¥46.0m (flat on 1Q 2022). Profit margin: 20% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Jun 15Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 9.8%. The fair value is estimated to be JP¥1,137, 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 declined by 6.7%.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to JP¥845, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 16x in the Online Retail industry in Japan. Negligible returns to shareholders over past three years.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥990, the stock trades at a trailing P/E ratio of 28.6x. Average trailing P/E is 16x in the Online Retail industry in Japan. Total returns to shareholders of 4.8% over the past three years.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. 1 independent director (6 non-independent directors). Senior MD, GM of Administration Division, Head of General Affairs Department & Director Mikichiyo Hori was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 20M - mart Inc. to Report Q1, 2023 Results on Jun 14, 2022M - mart Inc. announced that they will report Q1, 2023 results on Jun 14, 2022
공시 • Apr 08M - mart Inc., Annual General Meeting, Apr 22, 2022M - mart Inc., Annual General Meeting, Apr 22, 2022.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥875, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 17x in the Online Retail industry in Japan. Total returns to shareholders of 3.1% over the past three years.
Buying Opportunity • Feb 17Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 6.5%. The fair value is estimated to be JP¥1,072, 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 declined by 11% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥880, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 51% over the past three years.
Upcoming Dividend • Jan 21Inaugural dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 26 April 2022. The company is not currently making a profit but it is cash flow positive. This is the first dividend for M - mart since going public. The average dividend yield among industry peers is 1.0%.
Reported Earnings • Dec 17Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥10.22 (up from JP¥2.97 in 3Q 2021). Revenue: JP¥227.0m (up 15% from 3Q 2021). Net income: JP¥50.0m (up 72% from 3Q 2021). Profit margin: 22% (up from 15% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS JP¥6.95 (vs JP¥12.68 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥220.0m (up 16% from 2Q 2021). Net income: JP¥34.0m (up 9.7% from 2Q 2021). Profit margin: 16% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,213, the stock trades at a trailing P/E ratio of 46x. Average trailing P/E is 19x in the Online Retail industry in Japan. Negligible returns to shareholders over past three years.
Reported Earnings • Jun 17First quarter 2022 earnings released: EPS JP¥9.41 (vs JP¥8.18 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥219.0m (up 23% from 1Q 2021). Net income: JP¥46.0m (up 130% from 1Q 2021). Profit margin: 21% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue.
공시 • Mar 19M - mart Inc., Annual General Meeting, Apr 23, 2021M - mart Inc., Annual General Meeting, Apr 23, 2021.
Is New 90 Day High Low • Mar 16New 90-day high: JP¥1,179The company is up 13% from a price of JP¥1,041 on 16 December 2020. Outperformed the Japanese market which is up 10.0% over the last 90 days. Lagged the Online Retail industry, which is up 21% over the same period.
Is New 90 Day High Low • Feb 01New 90-day low: JP¥934The company is down 23% from its price of JP¥1,212 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 5.0% over the same period.
공시 • Jan 01M - mart Inc. to Report Fiscal Year 2021 Results on Mar 17, 2021M - mart Inc. announced that they will report fiscal year 2021 results on Mar 17, 2021
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥939, the stock is trading at a trailing P/E ratio of 37.9x, down from the previous P/E ratio of 49.5x. This compares to an average P/E of 26x in the Online Retail industry in Japan. Total returns to shareholders over the past year are 25%.
Reported Earnings • Dec 17Third quarter 2021 earnings released: EPS JP¥2.97The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥197.0m (up 17% from 3Q 2020). Net income: JP¥29.0m (up 21% from 3Q 2020). Profit margin: 15% (in line with 3Q 2020).
Is New 90 Day High Low • Dec 16New 90-day low: JP¥1,041The company is down 30% from its price of JP¥1,483 on 17 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 6.0% over the same period.
공시 • Oct 18M - mart Inc. to Report Q3, 2021 Results on Dec 15, 2020M - mart Inc. announced that they will report Q3, 2021 results on Dec 15, 2020
공시 • Aug 03M - mart Inc. to Report Q2, 2021 Results on Sep 14, 2020M - mart Inc. announced that they will report Q2, 2021 results on Sep 14, 2020