ARCS (9948) 주식 개요ARCS Company Limited는 일본에서 슈퍼마켓을 운영하고 있습니다. 자세히 보기9948 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장1/6과거 실적5/6재무 건전성5/6배당5/6강점공정 가치 추정치보다 낮은 49.9% 에서 거래수익은 매년 5.63% 증가할 것으로 예상됩니다.지난 1년간 수익이 12.5% 증가했습니다.2.43% 의 안정적인 배당금을 지급합니다.위험 분석우리의 위험 점검에서 9948에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기9948 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥3.38k2.9% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0730b2016201920222025202620282031Revenue JP¥730.0bEarnings JP¥14.5bAdvancedSet Fair ValueView all narrativesARCS Company Limited 경쟁사FujiSymbol: TSE:8278Market cap: JP¥177.9bValor HoldingsSymbol: TSE:9956Market cap: JP¥187.3bSAN-ALTDSymbol: TSE:2659Market cap: JP¥196.9bLifeSymbol: TSE:8194Market cap: JP¥218.0b가격 이력 및 성과ARCS 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥3,375.0052주 최고가JP¥4,035.0052주 최저가JP¥2,825.00베타0.0661개월 변동-13.13%3개월 변동-7.02%1년 변동15.54%3년 변동33.29%5년 변동39.81%IPO 이후 변동613.83%최근 뉴스 및 업데이트Reported Earnings • Apr 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥231 (up from JP¥205 in FY 2025). Revenue: JP¥627.0b (up 3.1% from FY 2025). Net income: JP¥12.4b (up 13% from FY 2025). Profit margin: 2.0% (up from 1.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.2% 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 but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공지 • Apr 13ARCS Company Limited, Annual General Meeting, May 26, 2026ARCS Company Limited, Annual General Meeting, May 26, 2026.공지 • Apr 03ARCS Company Limited to Report Fiscal Year 2026 Results on Apr 13, 2026ARCS Company Limited announced that they will report fiscal year 2026 results on Apr 13, 2026공지 • Feb 16ARCS Company Limited Proposes Dividend for the Fiscal Year Ending February 28, 2026, Payable on May 27, 2026ARCS Company Limited announced that, at a meeting of the Board of Directors held on February 16, 2026, it was resolved to revise the year-end dividend forecast for the year ending February 28, 2026, to ¥43 per share, an increase of ¥6 from the most recent dividend forecast of ¥37 per share. Record date February 28, 2026. Effective date is May 27, 2026. ARCS plans to officially resolve the dividend increase upon approval at its 65th Annual General Meeting of Shareholders scheduled to be held on May 26, 2026.분석 기사 • Feb 06An Intrinsic Calculation For ARCS Company Limited (TSE:9948) Suggests It's 39% UndervaluedKey Insights ARCS' estimated fair value is JP¥5,946 based on 2 Stage Free Cash Flow to Equity ARCS is estimated to be...Reported Earnings • Jan 09Third quarter 2026 earnings released: EPS: JP¥51.70 (vs JP¥37.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.70 (up from JP¥37.88 in 3Q 2025). Revenue: JP¥151.1b (up 2.8% from 3Q 2025). Net income: JP¥2.79b (up 36% from 3Q 2025). Profit margin: 1.8% (up from 1.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.더 많은 업데이트 보기Recent updatesReported Earnings • Apr 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥231 (up from JP¥205 in FY 2025). Revenue: JP¥627.0b (up 3.1% from FY 2025). Net income: JP¥12.4b (up 13% from FY 2025). Profit margin: 2.0% (up from 1.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.2% 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 but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공지 • Apr 13ARCS Company Limited, Annual General Meeting, May 26, 2026ARCS Company Limited, Annual General Meeting, May 26, 2026.공지 • Apr 03ARCS Company Limited to Report Fiscal Year 2026 Results on Apr 13, 2026ARCS Company Limited announced that they will report fiscal year 2026 results on Apr 13, 2026공지 • Feb 16ARCS Company Limited Proposes Dividend for the Fiscal Year Ending February 28, 2026, Payable on May 27, 2026ARCS Company Limited announced that, at a meeting of the Board of Directors held on February 16, 2026, it was resolved to revise the year-end dividend forecast for the year ending February 28, 2026, to ¥43 per share, an increase of ¥6 from the most recent dividend forecast of ¥37 per share. Record date February 28, 2026. Effective date is May 27, 2026. ARCS plans to officially resolve the dividend increase upon approval at its 65th Annual General Meeting of Shareholders scheduled to be held on May 26, 2026.분석 기사 • Feb 06An Intrinsic Calculation For ARCS Company Limited (TSE:9948) Suggests It's 39% UndervaluedKey Insights ARCS' estimated fair value is JP¥5,946 based on 2 Stage Free Cash Flow to Equity ARCS is estimated to be...Reported Earnings • Jan 09Third quarter 2026 earnings released: EPS: JP¥51.70 (vs JP¥37.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.70 (up from JP¥37.88 in 3Q 2025). Revenue: JP¥151.1b (up 2.8% from 3Q 2025). Net income: JP¥2.79b (up 36% from 3Q 2025). Profit margin: 1.8% (up from 1.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.공지 • Nov 28ARCS Company Limited to Report Q3, 2026 Results on Jan 08, 2026ARCS Company Limited announced that they will report Q3, 2026 results on Jan 08, 2026Declared Dividend • Nov 07First half dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 4.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥54.00 (vs JP¥43.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥54.00 (up from JP¥43.26 in 2Q 2025). Revenue: JP¥159.4b (up 3.6% from 2Q 2025). Net income: JP¥2.92b (up 25% from 2Q 2025). Profit margin: 1.8% (up from 1.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.공지 • Oct 14ARCS Company Limited (TSE:9948) announces an Equity Buyback for 700,000 shares, representing 1.3% for ¥2,500 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 700,000 shares, representing 3.57% of its issued share capital, for ¥2,500 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and enable a flexible capital policy that responds to changes in the business environment. The program is valid till January 15, 2026. As of August 31, 2025, the company had 53,982,383 shares issued (excluding treasury stock) and 3,667,485 shares in treasury.Upcoming Dividend • Aug 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 07 November 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).공지 • Aug 01ARCS Company Limited to Report Q2, 2026 Results on Oct 14, 2025ARCS Company Limited announced that they will report Q2, 2026 results on Oct 14, 2025Reported Earnings • Jul 05First quarter 2026 earnings released: EPS: JP¥51.83 (vs JP¥49.35 in 1Q 2025)First quarter 2026 results: EPS: JP¥51.83 (up from JP¥49.35 in 1Q 2025). Revenue: JP¥154.3b (up 3.7% from 1Q 2025). Net income: JP¥2.80b (up 5.0% from 1Q 2025). Profit margin: 1.8% (in line with 1Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jun 18Final dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 28th August 2025 Payment date: 7th November 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (36% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Apr 25ARCS Company Limited to Report Q1, 2026 Results on Jul 04, 2025ARCS Company Limited announced that they will report Q1, 2026 results on Jul 04, 2025공지 • Apr 15+ 3 more updatesARCS Company Limited Revises Proposed Dividend for the Fiscal Year Ended February 28, 2025. Effective May 28, 2025ARCS Company Limited revised proposed dividend from JPY 38.00 per share to JPY 40.00 per share for the fiscal year ended February 28, 2025. Effective date is May 28, 2025. Record date is February 28, 2025. Reason: The Company's group regards the return of profits to shareholders as one of its most important management policies, and its basic policy is to further increase earnings per share and actively distribute results while expanding its operating base and strengthening its corporate structure. Based on this basic policy and recent business performance and financial position, the company has reviewed the year-end dividend per share for the current fiscal year and decided to increase it.Reported Earnings • Apr 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥205 (down from JP¥214 in FY 2024). Revenue: JP¥608.3b (up 2.8% from FY 2024). Net income: JP¥11.1b (down 6.0% from FY 2024). Profit margin: 1.8% (down from 2.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.7% 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 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공지 • Apr 14ARCS Company Limited, Annual General Meeting, May 27, 2025ARCS Company Limited, Annual General Meeting, May 27, 2025.분석 기사 • Apr 08Subdued Growth No Barrier To ARCS Company Limited's (TSE:9948) PriceWith a median price-to-earnings (or "P/E") ratio of close to 12x in Japan, you could be forgiven for feeling...Upcoming Dividend • Feb 20Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 28 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Price Target Changed • Feb 07Price target increased by 9.1% to JP¥3,000Up from JP¥2,750, the current price target is an average from 2 analysts. New target price is 10% above last closing price of JP¥2,725. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥214 last year.분석 기사 • Feb 06ARCS' (TSE:9948) Dividend Will Be ¥38.00ARCS Company Limited's ( TSE:9948 ) investors are due to receive a payment of ¥38.00 per share on 28th of May. The...공지 • Feb 03ARCS Company Limited to Report Fiscal Year 2025 Results on Apr 14, 2025ARCS Company Limited announced that they will report fiscal year 2025 results on Apr 14, 2025분석 기사 • Jan 23ARCS (TSE:9948) Will Pay A Dividend Of ¥38.00ARCS Company Limited ( TSE:9948 ) will pay a dividend of ¥38.00 on the 28th of May. The yield is still above the...New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.분석 기사 • Jan 09ARCS' (TSE:9948) Dividend Will Be ¥34.00The board of ARCS Company Limited ( TSE:9948 ) has announced that it will pay a dividend on the 29th of May, with...Reported Earnings • Jan 09Third quarter 2025 earnings released: EPS: JP¥37.88 (vs JP¥38.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥37.88 (down from JP¥38.58 in 3Q 2024). Revenue: JP¥146.9b (up 1.9% from 3Q 2024). Net income: JP¥2.05b (down 3.0% from 3Q 2024). Profit margin: 1.4% (in line with 3Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.공지 • Jan 09ARCS Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 28, 2025ARCS Company Limited provided dividend guidance for the fiscal year ending February 28, 2025. For the period, the company expects to pay dividend of JPY 38.00 per share against JPY 39.00 per share paid a year ago.Declared Dividend • Nov 08First half dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 27th February 2025 Payment date: 29th May 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Oct 26ARCS Company Limited to Report Q3, 2025 Results on Jan 08, 2025ARCS Company Limited announced that they will report Q3, 2025 results on Jan 08, 2025Reported Earnings • Oct 17Second quarter 2025 earnings released: EPS: JP¥43.26 (vs JP¥50.45 in 2Q 2024)Second quarter 2025 results: EPS: JP¥43.26 (down from JP¥50.45 in 2Q 2024). Revenue: JP¥153.9b (up 3.1% from 2Q 2024). Net income: JP¥2.34b (down 16% from 2Q 2024). Profit margin: 1.5% (down from 1.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 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 3% per year whereas the company’s share price has increased by 4% per year.공지 • Oct 16ARCS Company Limited Announces Dividend for the Second Quarter-End of the Fiscal Year Ending February 28, 2025, Payable on November 7, 2024ARCS Company Limited announced dividend for the second quarter-end of the fiscal year ending February 28, 2025. For the period, the company announced dividend of JPY 34.00 per share against JPY 29.00 per share paid a year ago. Payable on November 7, 2024.Upcoming Dividend • Aug 22Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).공지 • Jul 29ARCS Company Limited to Report Q2, 2025 Results on Oct 15, 2024ARCS Company Limited announced that they will report Q2, 2025 results on Oct 15, 2024Reported Earnings • Jul 08First quarter 2025 earnings released: EPS: JP¥49.35 (vs JP¥53.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.35 (down from JP¥53.81 in 1Q 2024). Revenue: JP¥148.8b (up 4.1% from 1Q 2024). Net income: JP¥2.66b (down 11% from 1Q 2024). Profit margin: 1.8% (down from 2.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Declared Dividend • Jun 06Final dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 29th August 2024 Payment date: 8th November 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 6.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥214 (up from JP¥177 in FY 2023). Revenue: JP¥591.6b (up 4.5% from FY 2023). Net income: JP¥11.8b (up 18% from FY 2023). Profit margin: 2.0% (up from 1.8% 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 11%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공지 • Apr 29ARCS Company Limited to Report Q1, 2025 Results on Jul 04, 2024ARCS Company Limited announced that they will report Q1, 2025 results on Jul 04, 2024공지 • Apr 16+ 3 more updatesARCS Company Limited, Annual General Meeting, May 28, 2024ARCS Company Limited, Annual General Meeting, May 28, 2024.Reported Earnings • Apr 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥214 (up from JP¥177 in FY 2023). Revenue: JP¥591.6b (up 4.5% from FY 2023). Net income: JP¥11.8b (up 18% from FY 2023). Profit margin: 2.0% (up from 1.8% 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 11%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Price Target Changed • Mar 07Price target increased by 12% to JP¥2,850Up from JP¥2,550, the current price target is an average from 2 analysts. New target price is 8.5% below last closing price of JP¥3,115. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥194 for next year compared to JP¥177 last year.공지 • Feb 25ARCS Company Limited to Report Fiscal Year 2024 Results on Apr 15, 2024ARCS Company Limited announced that they will report fiscal year 2024 results on Apr 15, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: JP¥38.58 (vs JP¥40.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.58 (down from JP¥40.14 in 3Q 2023). Revenue: JP¥144.2b (up 4.9% from 3Q 2023). Net income: JP¥2.11b (down 6.2% from 3Q 2023). Profit margin: 1.5% (down from 1.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공지 • Nov 27ARCS Company Limited to Report Q3, 2024 Results on Jan 09, 2024ARCS Company Limited announced that they will report Q3, 2024 results on Jan 09, 2024공지 • Oct 18+ 1 more updateArcs Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024ARCS Company Limited provided dividend guidance for the fiscal year ending February 29, 2024. For the year, the company expects dividend of JPY 29.00 per share against JPY 30.00 per share paid a year ago.Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥50.45 (vs JP¥47.28 in 2Q 2023)Second quarter 2024 results: EPS: JP¥50.45 (up from JP¥47.28 in 2Q 2023). Revenue: JP¥149.3b (up 4.4% from 2Q 2023). Net income: JP¥2.79b (up 5.4% from 2Q 2023). Profit margin: 1.9% (in line with 2Q 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥29.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 08 November 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).공지 • Aug 18ARCS Company Limited to Report Q2, 2024 Results on Oct 16, 2023ARCS Company Limited announced that they will report Q2, 2024 results on Oct 16, 2023공지 • Jul 06+ 2 more updatesArcs Company Limited Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Full Year Ending February 29, 2024ARCS Company Limited provided consolidated earnings guidance for the six months ending August 31, 2023 and full year ending February 29, 2024. For the six months, the company expects Net sales of JPY 290,000 million, Operating profit of JPY 7,200 million, Profit attributable to owners of parent of JPY 5,200 million and Earnings per share of JPY 92.89.For the year, the company expects Net sales of JPY 582,000 million, Operating profit of JPY 14,800 million, Profit attributable to owners of parent of JPY 9,950 million and Earnings per share of JPY 177.74.Reported Earnings • Jul 05First quarter 2024 earnings released: EPS: JP¥53.81 (vs JP¥51.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥53.81 (up from JP¥51.05 in 1Q 2023). Revenue: JP¥142.9b (up 3.3% from 1Q 2023). Net income: JP¥3.01b (up 4.7% from 1Q 2023). Profit margin: 2.1% (in line with 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.Reported Earnings • May 30Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥177 (down from JP¥182 in FY 2022). Revenue: JP¥566.2b (down 2.0% from FY 2022). Net income: JP¥9.95b (down 3.5% from FY 2022). Profit margin: 1.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.Price Target Changed • May 18Price target increased by 10% to JP¥2,450Up from JP¥2,225, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,539. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥173 for next year compared to JP¥177 last year.공지 • May 13ARCS Company Limited to Report Q1, 2024 Results on Jul 04, 2023ARCS Company Limited announced that they will report Q1, 2024 results on Jul 04, 2023Reported Earnings • Apr 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥177 (down from JP¥182 in FY 2022). Revenue: JP¥566.2b (down 2.0% from FY 2022). Net income: JP¥9.95b (down 3.5% from FY 2022). Profit margin: 1.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.Upcoming Dividend • Feb 20Upcoming dividend of JP¥29.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).공지 • Feb 17ARCS Company Limited to Report Fiscal Year 2023 Results on Apr 14, 2023ARCS Company Limited announced that they will report fiscal year 2023 results on Apr 14, 2023공지 • Jan 10+ 1 more updateARCS Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 28, 2023ARCS Company Limited provided dividend guidance for the fiscal year ending February 28, 2023. For the period, Company expects dividend of JPY 29.00 per share against JPY 30.00 per share paid for the same period a year ago.Reported Earnings • Jan 08Third quarter 2023 earnings released: EPS: JP¥40.14 (vs JP¥36.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥40.14 (up from JP¥36.65 in 3Q 2022). Revenue: JP¥137.5b (flat on 3Q 2022). Net income: JP¥2.25b (up 8.6% from 3Q 2022). Profit margin: 1.6% (up from 1.5% in 3Q 2022). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공지 • Nov 23ARCS Company Limited to Report Q3, 2023 Results on Jan 06, 2023ARCS Company Limited announced that they will report Q3, 2023 results on Jan 06, 2023Price Target Changed • Nov 22Price target decreased to JP¥1,950Down from JP¥2,225, the current price target is an average from 2 analysts. New target price is 8.4% below last closing price of JP¥2,128. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of JP¥174 for next year compared to JP¥182 last year.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. 4 experienced directors. 7 highly experienced directors. 2 independent directors (5 non-independent directors). Independent External Director Ryoko Sasaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공지 • Oct 17+ 2 more updatesARCS Company Limited Provides Consolidated Earnings Guidance for the Full Year Ending February 28, 2023ARCS Company Limited provided consolidated earnings guidance for the full year ending February 28, 2023. For the period, company expects Net sales of JPY 563,000 million, Operating profit of JPY 15,900 million, Profit attributable to owners of parent of JPY 10,900 million and Earnings per share of JPY 193.73.Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥47.28 (vs JP¥54.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.28 (down from JP¥54.99 in 2Q 2022). Revenue: JP¥143.0b (down 3.8% from 2Q 2022). Net income: JP¥2.65b (down 15% from 2Q 2022). Profit margin: 1.9% (down from 2.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공지 • Aug 26ARCS Company Limited to Report Q2, 2023 Results on Oct 14, 2022ARCS Company Limited announced that they will report Q2, 2023 results on Oct 14, 2022Upcoming Dividend • Aug 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 07 November 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).공지 • Jul 07+ 2 more updatesARCS Company Limited Provides Dividend Guidance for the Year Ended February 28, 2023ARCS Company Limited provided dividend guidance of ¥29.00 per share for the year ended February 28, 2023 against ¥30.00 per share a year ago.Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥51.05 (vs JP¥51.05 in 1Q 2022)First quarter 2023 results: EPS: JP¥51.05 (down from JP¥51.05 in 1Q 2022). Revenue: JP¥138.3b (down 3.0% from 1Q 2022). Net income: JP¥2.87b (flat on 1Q 2022). Profit margin: 2.1% (up from 2.0% in 1Q 2022). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 1.6% compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • May 30Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥182 (down from JP¥230 in FY 2021). Revenue: JP¥577.6b (up 3.7% from FY 2021). Net income: JP¥10.3b (down 21% from FY 2021). Profit margin: 1.8% (down from 2.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Over the next year, revenue is expected to shrink by 2.5% compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공지 • May 18ARCS Company Limited (TSE:9948) announces an Equity Buyback for 337,400 shares, representing 0.6% for ¥680.54 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 337,400 shares, representing 0.6% of the outstanding shares, at ¥2,017 per share for ¥680.54 million. The purpose of the program is to enable agile capital policies that respond to changes in the business environment. The program is valid till May 17, 2022. As of April 30, 2022, the company had 56,320,765 shares outstanding (excluding treasury stock) and 1,329,103 shares in treasury.Price Target Changed • May 11Price target decreased to JP¥2,225Down from JP¥2,400, the current price target is an average from 3 analysts. New target price is 8.0% above last closing price of JP¥2,060. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥190 for next year compared to JP¥182 last year.공지 • May 09ARCS Company Limited to Report Q1, 2023 Results on Jul 05, 2022ARCS Company Limited announced that they will report Q1, 2023 results on Jul 05, 2022Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. 2 independent directors (9 non-independent directors). Independent External Director Ryoko Sasaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공지 • Apr 16+ 3 more updatesARCS Company Limited Provides Dividend Guidance for the Six Months Ending August 31, 2022ARCS Company Limited provided dividend guidance for the six months ending August 31, 2022. For the six months, the company expects dividend of ¥28.00 per share against ¥27.00 per share a year ago.Reported Earnings • Apr 15Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥182 (down from JP¥230 in FY 2021). Revenue: JP¥577.6b (up 3.7% from FY 2021). Net income: JP¥10.3b (down 21% from FY 2021). Profit margin: 1.8% (down from 2.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Over the next year, revenue is forecast to stay flat compared to a 20% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공지 • Apr 08ARCS Company Limited to Report Fiscal Year 2022 Results on Apr 14, 2022ARCS Company Limited announced that they will report fiscal year 2022 results on Apr 14, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).공지 • Feb 15ARCS Company Limited (TSE:9948) announces an Equity Buyback for 159,400 shares, representing 0.28% for ¥341.59 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 159,400 shares, representing 0.28% of the outstanding shares, at ¥2,143 per share for ¥341.59 million. The purpose of the program is to enable agile capital policies that respond to changes in the business environment. The program is valid till February 15, 2022. As of January 31, 2022, the company had 56,480,276 shares outstanding (excluding treasury stock) and 1,169,592 shares in treasury.Price Target Changed • Feb 03Price target decreased to JP¥2,250Down from JP¥2,500, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥2,207. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥230 last year.Reported Earnings • Jan 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥36.65 (down from JP¥41.15 in 3Q 2021). Revenue: JP¥138.4b (up 4.3% from 3Q 2021). Net income: JP¥2.07b (down 11% from 3Q 2021). Profit margin: 1.5% (down from 1.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Earnings per share (EPS) surpassed analyst estimates by 12%. Over the next year, revenue is forecast to stay flat compared to a 28% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS JP¥54.99 (vs JP¥59.67 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥148.6b (up 4.9% from 2Q 2021). Net income: JP¥3.11b (down 7.8% from 2Q 2021). Profit margin: 2.1% (down from 2.4% in 2Q 2021). The decrease in margin was driven by higher expenses. 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 7% per year, which means it is significantly lagging earnings.주주 수익률9948JP Consumer RetailingJP 시장7D-0.3%-0.5%2.9%1Y15.5%-5.9%39.4%전체 주주 수익률 보기수익률 대 산업: 9948은 지난 1년 동안 -5.9%의 수익을 기록한 JP Consumer Retailing 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 9948은 지난 1년 동안 39.4%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 9948's price volatile compared to industry and market?9948 volatility9948 Average Weekly Movement3.1%Consumer Retailing Industry Average Movement3.3%Market Average Movement4.9%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.4%안정적인 주가: 9948는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 9948의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19615,663Kiyoshi Yokoyamawww.arcs-g.co.jp아크스 컴퍼니는 일본에서 슈퍼마켓을 운영합니다. 이 회사는 10개의 슈퍼마켓을 운영하고 있습니다. 또한 건물 유지 관리, 보험, 자원 환경, 홈 센터 및 여행 사업에도 관여하고 있습니다.더 보기ARCS Company Limited 기초 지표 요약ARCS의 순이익과 매출은 시가총액과 어떻게 비교됩니까?9948 기초 통계시가총액JP¥179.82b순이익 (TTM)JP¥12.45b매출 (TTM)JP¥626.96b14.4x주가수익비율(P/E)0.3x주가매출비율(P/S)9948는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표9948 손익계산서 (TTM)매출JP¥626.96b매출원가JP¥469.14b총이익JP¥157.82b기타 비용JP¥145.37b순이익JP¥12.45b최근 보고된 실적Feb 28, 2026다음 실적 발표일해당 없음주당순이익(EPS)233.58총이익률25.17%순이익률1.99%부채/자본 비율12.3%9948의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.4%현재 배당 수익률35%배당 성향9948는 안정적으로 배당을 지급합니까?9948 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 9948를 매수해야 하나요?ARCS 배당 일정배당락일Feb 26 2026배당 지급일May 27 2026배당락일까지 남은 일수73 days배당 지급일까지 남은 일수17 days9948는 안정적으로 배당을 지급합니까?9948 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/09 08:49종가2026/05/08 00:00수익2026/02/28연간 수익2026/02/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ARCS Company Limited는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Emiri ShigeokaDaiwa Securities Co. Ltd.Kumio TomonagaJ.P. MorganMasafumi ShodaNomura Securities Co. Ltd.1명의 분석가 더 보기
Reported Earnings • Apr 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥231 (up from JP¥205 in FY 2025). Revenue: JP¥627.0b (up 3.1% from FY 2025). Net income: JP¥12.4b (up 13% from FY 2025). Profit margin: 2.0% (up from 1.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.2% 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 but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Apr 13ARCS Company Limited, Annual General Meeting, May 26, 2026ARCS Company Limited, Annual General Meeting, May 26, 2026.
공지 • Apr 03ARCS Company Limited to Report Fiscal Year 2026 Results on Apr 13, 2026ARCS Company Limited announced that they will report fiscal year 2026 results on Apr 13, 2026
공지 • Feb 16ARCS Company Limited Proposes Dividend for the Fiscal Year Ending February 28, 2026, Payable on May 27, 2026ARCS Company Limited announced that, at a meeting of the Board of Directors held on February 16, 2026, it was resolved to revise the year-end dividend forecast for the year ending February 28, 2026, to ¥43 per share, an increase of ¥6 from the most recent dividend forecast of ¥37 per share. Record date February 28, 2026. Effective date is May 27, 2026. ARCS plans to officially resolve the dividend increase upon approval at its 65th Annual General Meeting of Shareholders scheduled to be held on May 26, 2026.
분석 기사 • Feb 06An Intrinsic Calculation For ARCS Company Limited (TSE:9948) Suggests It's 39% UndervaluedKey Insights ARCS' estimated fair value is JP¥5,946 based on 2 Stage Free Cash Flow to Equity ARCS is estimated to be...
Reported Earnings • Jan 09Third quarter 2026 earnings released: EPS: JP¥51.70 (vs JP¥37.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.70 (up from JP¥37.88 in 3Q 2025). Revenue: JP¥151.1b (up 2.8% from 3Q 2025). Net income: JP¥2.79b (up 36% from 3Q 2025). Profit margin: 1.8% (up from 1.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥231 (up from JP¥205 in FY 2025). Revenue: JP¥627.0b (up 3.1% from FY 2025). Net income: JP¥12.4b (up 13% from FY 2025). Profit margin: 2.0% (up from 1.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.2% 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 but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Apr 13ARCS Company Limited, Annual General Meeting, May 26, 2026ARCS Company Limited, Annual General Meeting, May 26, 2026.
공지 • Apr 03ARCS Company Limited to Report Fiscal Year 2026 Results on Apr 13, 2026ARCS Company Limited announced that they will report fiscal year 2026 results on Apr 13, 2026
공지 • Feb 16ARCS Company Limited Proposes Dividend for the Fiscal Year Ending February 28, 2026, Payable on May 27, 2026ARCS Company Limited announced that, at a meeting of the Board of Directors held on February 16, 2026, it was resolved to revise the year-end dividend forecast for the year ending February 28, 2026, to ¥43 per share, an increase of ¥6 from the most recent dividend forecast of ¥37 per share. Record date February 28, 2026. Effective date is May 27, 2026. ARCS plans to officially resolve the dividend increase upon approval at its 65th Annual General Meeting of Shareholders scheduled to be held on May 26, 2026.
분석 기사 • Feb 06An Intrinsic Calculation For ARCS Company Limited (TSE:9948) Suggests It's 39% UndervaluedKey Insights ARCS' estimated fair value is JP¥5,946 based on 2 Stage Free Cash Flow to Equity ARCS is estimated to be...
Reported Earnings • Jan 09Third quarter 2026 earnings released: EPS: JP¥51.70 (vs JP¥37.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥51.70 (up from JP¥37.88 in 3Q 2025). Revenue: JP¥151.1b (up 2.8% from 3Q 2025). Net income: JP¥2.79b (up 36% from 3Q 2025). Profit margin: 1.8% (up from 1.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Nov 28ARCS Company Limited to Report Q3, 2026 Results on Jan 08, 2026ARCS Company Limited announced that they will report Q3, 2026 results on Jan 08, 2026
Declared Dividend • Nov 07First half dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 4.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥54.00 (vs JP¥43.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥54.00 (up from JP¥43.26 in 2Q 2025). Revenue: JP¥159.4b (up 3.6% from 2Q 2025). Net income: JP¥2.92b (up 25% from 2Q 2025). Profit margin: 1.8% (up from 1.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Oct 14ARCS Company Limited (TSE:9948) announces an Equity Buyback for 700,000 shares, representing 1.3% for ¥2,500 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 700,000 shares, representing 3.57% of its issued share capital, for ¥2,500 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and enable a flexible capital policy that responds to changes in the business environment. The program is valid till January 15, 2026. As of August 31, 2025, the company had 53,982,383 shares issued (excluding treasury stock) and 3,667,485 shares in treasury.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 07 November 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
공지 • Aug 01ARCS Company Limited to Report Q2, 2026 Results on Oct 14, 2025ARCS Company Limited announced that they will report Q2, 2026 results on Oct 14, 2025
Reported Earnings • Jul 05First quarter 2026 earnings released: EPS: JP¥51.83 (vs JP¥49.35 in 1Q 2025)First quarter 2026 results: EPS: JP¥51.83 (up from JP¥49.35 in 1Q 2025). Revenue: JP¥154.3b (up 3.7% from 1Q 2025). Net income: JP¥2.80b (up 5.0% from 1Q 2025). Profit margin: 1.8% (in line with 1Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jun 18Final dividend of JP¥37.00 announcedShareholders will receive a dividend of JP¥37.00. Ex-date: 28th August 2025 Payment date: 7th November 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (36% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Apr 25ARCS Company Limited to Report Q1, 2026 Results on Jul 04, 2025ARCS Company Limited announced that they will report Q1, 2026 results on Jul 04, 2025
공지 • Apr 15+ 3 more updatesARCS Company Limited Revises Proposed Dividend for the Fiscal Year Ended February 28, 2025. Effective May 28, 2025ARCS Company Limited revised proposed dividend from JPY 38.00 per share to JPY 40.00 per share for the fiscal year ended February 28, 2025. Effective date is May 28, 2025. Record date is February 28, 2025. Reason: The Company's group regards the return of profits to shareholders as one of its most important management policies, and its basic policy is to further increase earnings per share and actively distribute results while expanding its operating base and strengthening its corporate structure. Based on this basic policy and recent business performance and financial position, the company has reviewed the year-end dividend per share for the current fiscal year and decided to increase it.
Reported Earnings • Apr 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥205 (down from JP¥214 in FY 2024). Revenue: JP¥608.3b (up 2.8% from FY 2024). Net income: JP¥11.1b (down 6.0% from FY 2024). Profit margin: 1.8% (down from 2.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.7% 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 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Apr 14ARCS Company Limited, Annual General Meeting, May 27, 2025ARCS Company Limited, Annual General Meeting, May 27, 2025.
분석 기사 • Apr 08Subdued Growth No Barrier To ARCS Company Limited's (TSE:9948) PriceWith a median price-to-earnings (or "P/E") ratio of close to 12x in Japan, you could be forgiven for feeling...
Upcoming Dividend • Feb 20Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 28 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Price Target Changed • Feb 07Price target increased by 9.1% to JP¥3,000Up from JP¥2,750, the current price target is an average from 2 analysts. New target price is 10% above last closing price of JP¥2,725. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥214 last year.
분석 기사 • Feb 06ARCS' (TSE:9948) Dividend Will Be ¥38.00ARCS Company Limited's ( TSE:9948 ) investors are due to receive a payment of ¥38.00 per share on 28th of May. The...
공지 • Feb 03ARCS Company Limited to Report Fiscal Year 2025 Results on Apr 14, 2025ARCS Company Limited announced that they will report fiscal year 2025 results on Apr 14, 2025
분석 기사 • Jan 23ARCS (TSE:9948) Will Pay A Dividend Of ¥38.00ARCS Company Limited ( TSE:9948 ) will pay a dividend of ¥38.00 on the 28th of May. The yield is still above the...
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
분석 기사 • Jan 09ARCS' (TSE:9948) Dividend Will Be ¥34.00The board of ARCS Company Limited ( TSE:9948 ) has announced that it will pay a dividend on the 29th of May, with...
Reported Earnings • Jan 09Third quarter 2025 earnings released: EPS: JP¥37.88 (vs JP¥38.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥37.88 (down from JP¥38.58 in 3Q 2024). Revenue: JP¥146.9b (up 1.9% from 3Q 2024). Net income: JP¥2.05b (down 3.0% from 3Q 2024). Profit margin: 1.4% (in line with 3Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
공지 • Jan 09ARCS Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 28, 2025ARCS Company Limited provided dividend guidance for the fiscal year ending February 28, 2025. For the period, the company expects to pay dividend of JPY 38.00 per share against JPY 39.00 per share paid a year ago.
Declared Dividend • Nov 08First half dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 27th February 2025 Payment date: 29th May 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Oct 26ARCS Company Limited to Report Q3, 2025 Results on Jan 08, 2025ARCS Company Limited announced that they will report Q3, 2025 results on Jan 08, 2025
Reported Earnings • Oct 17Second quarter 2025 earnings released: EPS: JP¥43.26 (vs JP¥50.45 in 2Q 2024)Second quarter 2025 results: EPS: JP¥43.26 (down from JP¥50.45 in 2Q 2024). Revenue: JP¥153.9b (up 3.1% from 2Q 2024). Net income: JP¥2.34b (down 16% from 2Q 2024). Profit margin: 1.5% (down from 1.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 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 3% per year whereas the company’s share price has increased by 4% per year.
공지 • Oct 16ARCS Company Limited Announces Dividend for the Second Quarter-End of the Fiscal Year Ending February 28, 2025, Payable on November 7, 2024ARCS Company Limited announced dividend for the second quarter-end of the fiscal year ending February 28, 2025. For the period, the company announced dividend of JPY 34.00 per share against JPY 29.00 per share paid a year ago. Payable on November 7, 2024.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
공지 • Jul 29ARCS Company Limited to Report Q2, 2025 Results on Oct 15, 2024ARCS Company Limited announced that they will report Q2, 2025 results on Oct 15, 2024
Reported Earnings • Jul 08First quarter 2025 earnings released: EPS: JP¥49.35 (vs JP¥53.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.35 (down from JP¥53.81 in 1Q 2024). Revenue: JP¥148.8b (up 4.1% from 1Q 2024). Net income: JP¥2.66b (down 11% from 1Q 2024). Profit margin: 1.8% (down from 2.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Declared Dividend • Jun 06Final dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 29th August 2024 Payment date: 8th November 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 6.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥214 (up from JP¥177 in FY 2023). Revenue: JP¥591.6b (up 4.5% from FY 2023). Net income: JP¥11.8b (up 18% from FY 2023). Profit margin: 2.0% (up from 1.8% 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 11%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공지 • Apr 29ARCS Company Limited to Report Q1, 2025 Results on Jul 04, 2024ARCS Company Limited announced that they will report Q1, 2025 results on Jul 04, 2024
공지 • Apr 16+ 3 more updatesARCS Company Limited, Annual General Meeting, May 28, 2024ARCS Company Limited, Annual General Meeting, May 28, 2024.
Reported Earnings • Apr 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥214 (up from JP¥177 in FY 2023). Revenue: JP¥591.6b (up 4.5% from FY 2023). Net income: JP¥11.8b (up 18% from FY 2023). Profit margin: 2.0% (up from 1.8% 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 11%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Price Target Changed • Mar 07Price target increased by 12% to JP¥2,850Up from JP¥2,550, the current price target is an average from 2 analysts. New target price is 8.5% below last closing price of JP¥3,115. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥194 for next year compared to JP¥177 last year.
공지 • Feb 25ARCS Company Limited to Report Fiscal Year 2024 Results on Apr 15, 2024ARCS Company Limited announced that they will report fiscal year 2024 results on Apr 15, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).
Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: JP¥38.58 (vs JP¥40.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥38.58 (down from JP¥40.14 in 3Q 2023). Revenue: JP¥144.2b (up 4.9% from 3Q 2023). Net income: JP¥2.11b (down 6.2% from 3Q 2023). Profit margin: 1.5% (down from 1.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공지 • Nov 27ARCS Company Limited to Report Q3, 2024 Results on Jan 09, 2024ARCS Company Limited announced that they will report Q3, 2024 results on Jan 09, 2024
공지 • Oct 18+ 1 more updateArcs Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 29, 2024ARCS Company Limited provided dividend guidance for the fiscal year ending February 29, 2024. For the year, the company expects dividend of JPY 29.00 per share against JPY 30.00 per share paid a year ago.
Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥50.45 (vs JP¥47.28 in 2Q 2023)Second quarter 2024 results: EPS: JP¥50.45 (up from JP¥47.28 in 2Q 2023). Revenue: JP¥149.3b (up 4.4% from 2Q 2023). Net income: JP¥2.79b (up 5.4% from 2Q 2023). Profit margin: 1.9% (in line with 2Q 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥29.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 08 November 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%).
공지 • Aug 18ARCS Company Limited to Report Q2, 2024 Results on Oct 16, 2023ARCS Company Limited announced that they will report Q2, 2024 results on Oct 16, 2023
공지 • Jul 06+ 2 more updatesArcs Company Limited Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Full Year Ending February 29, 2024ARCS Company Limited provided consolidated earnings guidance for the six months ending August 31, 2023 and full year ending February 29, 2024. For the six months, the company expects Net sales of JPY 290,000 million, Operating profit of JPY 7,200 million, Profit attributable to owners of parent of JPY 5,200 million and Earnings per share of JPY 92.89.For the year, the company expects Net sales of JPY 582,000 million, Operating profit of JPY 14,800 million, Profit attributable to owners of parent of JPY 9,950 million and Earnings per share of JPY 177.74.
Reported Earnings • Jul 05First quarter 2024 earnings released: EPS: JP¥53.81 (vs JP¥51.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥53.81 (up from JP¥51.05 in 1Q 2023). Revenue: JP¥142.9b (up 3.3% from 1Q 2023). Net income: JP¥3.01b (up 4.7% from 1Q 2023). Profit margin: 2.1% (in line with 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.
Reported Earnings • May 30Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥177 (down from JP¥182 in FY 2022). Revenue: JP¥566.2b (down 2.0% from FY 2022). Net income: JP¥9.95b (down 3.5% from FY 2022). Profit margin: 1.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.
Price Target Changed • May 18Price target increased by 10% to JP¥2,450Up from JP¥2,225, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,539. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥173 for next year compared to JP¥177 last year.
공지 • May 13ARCS Company Limited to Report Q1, 2024 Results on Jul 04, 2023ARCS Company Limited announced that they will report Q1, 2024 results on Jul 04, 2023
Reported Earnings • Apr 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥177 (down from JP¥182 in FY 2022). Revenue: JP¥566.2b (down 2.0% from FY 2022). Net income: JP¥9.95b (down 3.5% from FY 2022). Profit margin: 1.8% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥29.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
공지 • Feb 17ARCS Company Limited to Report Fiscal Year 2023 Results on Apr 14, 2023ARCS Company Limited announced that they will report fiscal year 2023 results on Apr 14, 2023
공지 • Jan 10+ 1 more updateARCS Company Limited Provides Dividend Guidance for the Fiscal Year Ending February 28, 2023ARCS Company Limited provided dividend guidance for the fiscal year ending February 28, 2023. For the period, Company expects dividend of JPY 29.00 per share against JPY 30.00 per share paid for the same period a year ago.
Reported Earnings • Jan 08Third quarter 2023 earnings released: EPS: JP¥40.14 (vs JP¥36.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥40.14 (up from JP¥36.65 in 3Q 2022). Revenue: JP¥137.5b (flat on 3Q 2022). Net income: JP¥2.25b (up 8.6% from 3Q 2022). Profit margin: 1.6% (up from 1.5% in 3Q 2022). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공지 • Nov 23ARCS Company Limited to Report Q3, 2023 Results on Jan 06, 2023ARCS Company Limited announced that they will report Q3, 2023 results on Jan 06, 2023
Price Target Changed • Nov 22Price target decreased to JP¥1,950Down from JP¥2,225, the current price target is an average from 2 analysts. New target price is 8.4% below last closing price of JP¥2,128. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of JP¥174 for next year compared to JP¥182 last year.
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. 4 experienced directors. 7 highly experienced directors. 2 independent directors (5 non-independent directors). Independent External Director Ryoko Sasaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공지 • Oct 17+ 2 more updatesARCS Company Limited Provides Consolidated Earnings Guidance for the Full Year Ending February 28, 2023ARCS Company Limited provided consolidated earnings guidance for the full year ending February 28, 2023. For the period, company expects Net sales of JPY 563,000 million, Operating profit of JPY 15,900 million, Profit attributable to owners of parent of JPY 10,900 million and Earnings per share of JPY 193.73.
Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥47.28 (vs JP¥54.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.28 (down from JP¥54.99 in 2Q 2022). Revenue: JP¥143.0b (down 3.8% from 2Q 2022). Net income: JP¥2.65b (down 15% from 2Q 2022). Profit margin: 1.9% (down from 2.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공지 • Aug 26ARCS Company Limited to Report Q2, 2023 Results on Oct 14, 2022ARCS Company Limited announced that they will report Q2, 2023 results on Oct 14, 2022
Upcoming Dividend • Aug 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 07 November 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
공지 • Jul 07+ 2 more updatesARCS Company Limited Provides Dividend Guidance for the Year Ended February 28, 2023ARCS Company Limited provided dividend guidance of ¥29.00 per share for the year ended February 28, 2023 against ¥30.00 per share a year ago.
Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥51.05 (vs JP¥51.05 in 1Q 2022)First quarter 2023 results: EPS: JP¥51.05 (down from JP¥51.05 in 1Q 2022). Revenue: JP¥138.3b (down 3.0% from 1Q 2022). Net income: JP¥2.87b (flat on 1Q 2022). Profit margin: 2.1% (up from 2.0% in 1Q 2022). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 1.6% compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 30Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥182 (down from JP¥230 in FY 2021). Revenue: JP¥577.6b (up 3.7% from FY 2021). Net income: JP¥10.3b (down 21% from FY 2021). Profit margin: 1.8% (down from 2.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Over the next year, revenue is expected to shrink by 2.5% compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공지 • May 18ARCS Company Limited (TSE:9948) announces an Equity Buyback for 337,400 shares, representing 0.6% for ¥680.54 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 337,400 shares, representing 0.6% of the outstanding shares, at ¥2,017 per share for ¥680.54 million. The purpose of the program is to enable agile capital policies that respond to changes in the business environment. The program is valid till May 17, 2022. As of April 30, 2022, the company had 56,320,765 shares outstanding (excluding treasury stock) and 1,329,103 shares in treasury.
Price Target Changed • May 11Price target decreased to JP¥2,225Down from JP¥2,400, the current price target is an average from 3 analysts. New target price is 8.0% above last closing price of JP¥2,060. Stock is down 12% over the past year. The company is forecast to post earnings per share of JP¥190 for next year compared to JP¥182 last year.
공지 • May 09ARCS Company Limited to Report Q1, 2023 Results on Jul 05, 2022ARCS Company Limited announced that they will report Q1, 2023 results on Jul 05, 2022
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. 2 independent directors (9 non-independent directors). Independent External Director Ryoko Sasaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공지 • Apr 16+ 3 more updatesARCS Company Limited Provides Dividend Guidance for the Six Months Ending August 31, 2022ARCS Company Limited provided dividend guidance for the six months ending August 31, 2022. For the six months, the company expects dividend of ¥28.00 per share against ¥27.00 per share a year ago.
Reported Earnings • Apr 15Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥182 (down from JP¥230 in FY 2021). Revenue: JP¥577.6b (up 3.7% from FY 2021). Net income: JP¥10.3b (down 21% from FY 2021). Profit margin: 1.8% (down from 2.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Over the next year, revenue is forecast to stay flat compared to a 20% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공지 • Apr 08ARCS Company Limited to Report Fiscal Year 2022 Results on Apr 14, 2022ARCS Company Limited announced that they will report fiscal year 2022 results on Apr 14, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).
공지 • Feb 15ARCS Company Limited (TSE:9948) announces an Equity Buyback for 159,400 shares, representing 0.28% for ¥341.59 million.ARCS Company Limited (TSE:9948) announces a share repurchase program. Under the program, the company will repurchase 159,400 shares, representing 0.28% of the outstanding shares, at ¥2,143 per share for ¥341.59 million. The purpose of the program is to enable agile capital policies that respond to changes in the business environment. The program is valid till February 15, 2022. As of January 31, 2022, the company had 56,480,276 shares outstanding (excluding treasury stock) and 1,169,592 shares in treasury.
Price Target Changed • Feb 03Price target decreased to JP¥2,250Down from JP¥2,500, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥2,207. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of JP¥191 for next year compared to JP¥230 last year.
Reported Earnings • Jan 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥36.65 (down from JP¥41.15 in 3Q 2021). Revenue: JP¥138.4b (up 4.3% from 3Q 2021). Net income: JP¥2.07b (down 11% from 3Q 2021). Profit margin: 1.5% (down from 1.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Earnings per share (EPS) surpassed analyst estimates by 12%. Over the next year, revenue is forecast to stay flat compared to a 28% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS JP¥54.99 (vs JP¥59.67 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥148.6b (up 4.9% from 2Q 2021). Net income: JP¥3.11b (down 7.8% from 2Q 2021). Profit margin: 2.1% (down from 2.4% in 2Q 2021). The decrease in margin was driven by higher expenses. 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 7% per year, which means it is significantly lagging earnings.
