View ValuationSundrugLtd 향후 성장Future 기준 점검 1/6SundrugLtd (는) 각각 연간 4.9% 및 4.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 4.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.3% 로 예상됩니다.핵심 정보4.9%이익 성장률4.93%EPS 성장률Consumer Retailing 이익 성장8.9%매출 성장률4.9%향후 자기자본이익률11.32%애널리스트 커버리지Good마지막 업데이트02 Jun 2026최근 향후 성장 업데이트분석 기사 • Feb 15Earnings Miss: Sundrug Co.,Ltd. Missed EPS By 7.9% And Analysts Are Revising Their ForecastsSundrug Co.,Ltd. ( TSE:9989 ) last week reported its latest third-quarter results, which makes it a good time for...분석 기사 • Aug 17The Sundrug Co.,Ltd. (TSE:9989) First-Quarter Results Are Out And Analysts Have Published New ForecastsTSE:9989 1 Year Share Price vs Fair Value Explore SundrugLtd's Fair Values from the Community and select yours Sundrug...분석 기사 • Feb 18Sundrug Co.,Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Sundrug Co.,Ltd. ( TSE:9989 ) had a good week, as its shares rose 2.8% to close at JP¥4,197 following the...분석 기사 • Jun 28Analyst Estimates: Here's What Brokers Think Of Sundrug Co.,Ltd. (TSE:9989) After Its Yearly ReportInvestors in Sundrug Co.,Ltd. ( TSE:9989 ) had a good week, as its shares rose 3.4% to close at JP¥4,054 following the...모든 업데이트 보기Recent updates공시 • May 29Sundrug Co.,Ltd. to Report Q1, 2027 Results on Aug 14, 2026Sundrug Co.,Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026Reported Earnings • May 20Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥268 (up from JP¥263 in FY 2025). Revenue: JP¥842.5b (up 5.1% from FY 2025). Net income: JP¥31.4b (up 2.1% from FY 2025). Profit margin: 3.7% (down from 3.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.1% 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 3% per year, which means it is significantly lagging earnings.공시 • May 15Sundrug Co.,Ltd., Annual General Meeting, Jun 27, 2026Sundrug Co.,Ltd., Annual General Meeting, Jun 27, 2026.공시 • May 09Sundrug Co.,Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Sundrug Co.,Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥66.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).분석 기사 • Feb 15Earnings Miss: Sundrug Co.,Ltd. Missed EPS By 7.9% And Analysts Are Revising Their ForecastsSundrug Co.,Ltd. ( TSE:9989 ) last week reported its latest third-quarter results, which makes it a good time for...Reported Earnings • Feb 14Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥76.61 (down from JP¥81.73 in 3Q 2025). Revenue: JP¥217.3b (up 4.5% from 3Q 2025). Net income: JP¥8.96b (down 6.3% from 3Q 2025). Profit margin: 4.1% (down from 4.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.9%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.분석 기사 • Feb 09Should You Be Adding SundrugLtd (TSE:9989) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Jan 09Investor Optimism Abounds Sundrug Co.,Ltd. (TSE:9989) But Growth Is LackingWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...분석 기사 • Dec 17Here's Why SundrugLtd (TSE:9989) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Declared Dividend • Dec 02First half dividend of JP¥66.00 announcedShareholders will receive a dividend of JP¥66.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but not covered by cash flows (157% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 29Sundrug Co.,Ltd. to Report Q3, 2026 Results on Feb 12, 2026Sundrug Co.,Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 18Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥62.62 (up from JP¥59.68 in 2Q 2025). Revenue: JP¥210.7b (up 4.8% from 2Q 2025). Net income: JP¥7.33b (up 4.9% from 2Q 2025). Profit margin: 3.5% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 5.9% 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 9% per year whereas the company’s share price has increased by 4% per year.분석 기사 • Oct 28SundrugLtd (TSE:9989) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Upcoming Dividend • Sep 22Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).공시 • Sep 02Sundrug Co.,Ltd. to Report Q2, 2026 Results on Nov 14, 2025Sundrug Co.,Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025분석 기사 • Sep 01Is SundrugLtd (TSE:9989) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Aug 17The Sundrug Co.,Ltd. (TSE:9989) First-Quarter Results Are Out And Analysts Have Published New ForecastsTSE:9989 1 Year Share Price vs Fair Value Explore SundrugLtd's Fair Values from the Community and select yours Sundrug...Reported Earnings • Aug 15First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: JP¥67.92 (up from JP¥62.33 in 1Q 2025). Revenue: JP¥207.7b (up 6.7% from 1Q 2025). Net income: JP¥7.94b (up 9.0% from 1Q 2025). Profit margin: 3.8% (up from 3.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 11% per year.분석 기사 • Jul 10Sundrug Co.,Ltd. (TSE:9989) Investors Are Less Pessimistic Than ExpectedSundrug Co.,Ltd.'s ( TSE:9989 ) price-to-earnings (or "P/E") ratio of 17.1x might make it look like a sell right now...Declared Dividend • Jul 09Final dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but not covered by cash flows (222% cash payout ratio). The dividend has increased by an average of 16% 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 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥263 (up from JP¥249 in FY 2024). Revenue: JP¥801.8b (up 6.7% from FY 2024). Net income: JP¥30.8b (up 5.6% from FY 2024). Profit margin: 3.8% (down from 3.9% 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 2.3%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.공시 • May 31Sundrug Co.,Ltd. to Report Q1, 2026 Results on Aug 14, 2025Sundrug Co.,Ltd. announced that they will report Q1, 2026 results on Aug 14, 2025Reported Earnings • May 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥263 (up from JP¥249 in FY 2024). Revenue: JP¥801.8b (up 6.7% from FY 2024). Net income: JP¥30.8b (up 5.6% from FY 2024). Profit margin: 3.8% (down from 3.9% 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 2.3%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 15Sundrug Co.,Ltd., Annual General Meeting, Jun 20, 2025Sundrug Co.,Ltd., Annual General Meeting, Jun 20, 2025.분석 기사 • Apr 02Here's Why SundrugLtd (TSE:9989) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Upcoming Dividend • Mar 21Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 22% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).분석 기사 • Mar 03SundrugLtd (TSE:9989) Will Pay A Dividend Of ¥65.00Sundrug Co.,Ltd.'s ( TSE:9989 ) investors are due to receive a payment of ¥65.00 per share on 24th of June. This will...공시 • Mar 01Sundrug Co.,Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Sundrug Co.,Ltd. announced that they will report fiscal year 2025 results on May 15, 2025분석 기사 • Feb 18Sundrug Co.,Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Sundrug Co.,Ltd. ( TSE:9989 ) had a good week, as its shares rose 2.8% to close at JP¥4,197 following the...Reported Earnings • Feb 16Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥81.73 (up from JP¥74.62 in 3Q 2024). Revenue: JP¥208.0b (up 7.1% from 3Q 2024). Net income: JP¥9.56b (up 9.5% from 3Q 2024). Profit margin: 4.6% (up from 4.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 6.0% 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 9% per year and the company’s share price has also increased by 9% per year.Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to JP¥4,076. The fair value is estimated to be JP¥3,391, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.분석 기사 • Jan 21Are Sundrug Co.,Ltd. (TSE:9989) Investors Paying Above The Intrinsic Value?Key Insights SundrugLtd's estimated fair value is JP¥3,391 based on 2 Stage Free Cash Flow to Equity SundrugLtd's...Buy Or Sell Opportunity • Jan 07Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,093. The fair value is estimated to be JP¥3,388, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.분석 기사 • Dec 25SundrugLtd (TSE:9989) Has Announced A Dividend Of ¥65.00Sundrug Co.,Ltd. ( TSE:9989 ) will pay a dividend of ¥65.00 on the 24th of June. This takes the dividend yield to 3.3...분석 기사 • Dec 11SundrugLtd's (TSE:9989) Dividend Will Be ¥65.00Sundrug Co.,Ltd.'s ( TSE:9989 ) investors are due to receive a payment of ¥65.00 per share on 24th of June. This makes...Declared Dividend • Dec 11First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (dividend approximately 7x free cash flows). The dividend has increased by an average of 17% 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 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Dec 09Is SundrugLtd (TSE:9989) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...공시 • Dec 03Sundrug Co.,Ltd. to Report Q3, 2025 Results on Feb 14, 2025Sundrug Co.,Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025Reported Earnings • Nov 20Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: JP¥59.68 (down from JP¥61.17 in 2Q 2024). Revenue: JP¥201.0b (up 6.0% from 2Q 2024). Net income: JP¥6.98b (down 2.4% from 2Q 2024). Profit margin: 3.5% (down from 3.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.7%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.분석 기사 • Nov 18Here's Why We Think SundrugLtd (TSE:9989) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Nov 05Investors Could Be Concerned With SundrugLtd's (TSE:9989) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Sep 25Sundrug Co.,Ltd.'s (TSE:9989) Intrinsic Value Is Potentially 31% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, SundrugLtd fair value estimate is JP¥5,560 SundrugLtd's...Upcoming Dividend • Sep 20Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).분석 기사 • Sep 11Sundrug Co.,Ltd.'s (TSE:9989) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 16.6x Sundrug Co.,Ltd. ( TSE:9989 ) may be sending bearish signals at the...분석 기사 • Aug 29SundrugLtd's (TSE:9989) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Sundrug Co.,Ltd. ( TSE:9989 ) has announced that it will be paying its dividend of ¥65.00 on the 4th of...공시 • Aug 28Sundrug Co.,Ltd. to Report Q2, 2025 Results on Nov 14, 2024Sundrug Co.,Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 19First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: JP¥62.33 (up from JP¥59.01 in 1Q 2024). Revenue: JP¥194.6b (up 6.8% from 1Q 2024). Net income: JP¥7.29b (up 5.7% from 1Q 2024). Profit margin: 3.7% (down from 3.8% in 1Q 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 2.7%. Revenue is forecast to grow 6.0% 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 7% per year whereas the company’s share price has increased by 4% per year.분석 기사 • Jul 26SundrugLtd (TSE:9989) Will Pay A Larger Dividend Than Last Year At ¥65.00The board of Sundrug Co.,Ltd. ( TSE:9989 ) has announced that it will be paying its dividend of ¥65.00 on the 4th of...분석 기사 • Jul 12SundrugLtd (TSE:9989) Will Pay A Larger Dividend Than Last Year At ¥65.00The board of Sundrug Co.,Ltd. ( TSE:9989 ) has announced that it will be paying its dividend of ¥65.00 on the 4th of...Declared Dividend • Jul 11Final dividend increased to JP¥65.00Dividend of JP¥65.00 is 14% higher than last year. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (44% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 17% 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 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Jun 28Analyst Estimates: Here's What Brokers Think Of Sundrug Co.,Ltd. (TSE:9989) After Its Yearly ReportInvestors in Sundrug Co.,Ltd. ( TSE:9989 ) had a good week, as its shares rose 3.4% to close at JP¥4,054 following the...Reported Earnings • Jun 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥249 (up from JP¥220 in FY 2023). Revenue: JP¥751.8b (up 8.9% from FY 2023). Net income: JP¥29.1b (up 13% from FY 2023). Profit margin: 3.9% (up from 3.7% 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 1.5%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.분석 기사 • Jun 06SundrugLtd (TSE:9989) Ticks All The Boxes When It Comes To Earnings GrowthIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...공시 • Jun 02Sundrug Co.,Ltd. to Report Q1, 2025 Results on Aug 14, 2024Sundrug Co.,Ltd. announced that they will report Q1, 2025 results on Aug 14, 2024Reported Earnings • May 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥249 (up from JP¥220 in FY 2023). Revenue: JP¥751.8b (up 8.9% from FY 2023). Net income: JP¥29.1b (up 13% from FY 2023). Profit margin: 3.9% (up from 3.7% 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 1.6%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.공시 • May 17Sundrug Co.,Ltd., Annual General Meeting, Jun 21, 2024Sundrug Co.,Ltd., Annual General Meeting, Jun 21, 2024.분석 기사 • May 11Sundrug Co.,Ltd.'s (TSE:9989) Share Price Not Quite Adding UpWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider...분석 기사 • Apr 10Be Wary Of SundrugLtd (TSE:9989) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Buy Or Sell Opportunity • Mar 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to JP¥4,870. The fair value is estimated to be JP¥4,027, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.Upcoming Dividend • Mar 21Upcoming dividend of JP¥57.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).분석 기사 • Mar 11SundrugLtd (TSE:9989) Will Pay A Dividend Of ¥57.00The board of Sundrug Co.,Ltd. ( TSE:9989 ) has announced that it will pay a dividend on the 26th of June, with...Buy Or Sell Opportunity • Mar 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.1% to JP¥4,846. The fair value is estimated to be JP¥4,027, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.공시 • Mar 02Sundrug Co.,Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Sundrug Co.,Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 16Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: JP¥74.62 (up from JP¥65.36 in 3Q 2023). Revenue: JP¥194.3b (up 7.7% from 3Q 2023). Net income: JP¥8.73b (up 14% from 3Q 2023). Profit margin: 4.5% (up from 4.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.4% 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 3% per year and the company’s share price has also increased by 3% per year.공시 • Nov 27Sundrug Co.,Ltd. to Report Q3, 2024 Results on Feb 14, 2024Sundrug Co.,Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 17Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥61.17 (up from JP¥54.94 in 2Q 2023). Revenue: JP¥189.6b (up 9.7% from 2Q 2023). Net income: JP¥7.15b (up 11% from 2Q 2023). Profit margin: 3.8% (up from 3.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 6.4% 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 2% per year whereas the company’s share price has increased by 1% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥57.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 44% and the cash payout ratio is 89%. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).공시 • Aug 27Sundrug Co.,Ltd. to Report Q2, 2024 Results on Nov 14, 2023Sundrug Co.,Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥59.01 (vs JP¥53.86 in 1Q 2023)First quarter 2024 results: EPS: JP¥59.01 (up from JP¥53.86 in 1Q 2023). Revenue: JP¥182.1b (up 9.4% from 1Q 2023). Net income: JP¥6.90b (up 9.6% from 1Q 2023). Profit margin: 3.8% (in line with 1Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.공시 • May 31Sundrug Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023Sundrug Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023공시 • May 17Sundrug Co.,Ltd., Annual General Meeting, Jun 23, 2023Sundrug Co.,Ltd., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥220 (up from JP¥204 in FY 2022). Revenue: JP¥690.5b (up 6.4% from FY 2022). Net income: JP¥25.7b (up 7.8% from FY 2022). Profit margin: 3.7% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% 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 (1.7%).Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: JP¥65.36 (vs JP¥56.01 in 3Q 2022)Third quarter 2023 results: EPS: JP¥65.36 (up from JP¥56.01 in 3Q 2022). Revenue: JP¥180.3b (up 9.4% from 3Q 2022). Net income: JP¥7.64b (up 17% from 3Q 2022). Profit margin: 4.2% (up from 4.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.공시 • Nov 30Sundrug Co.,Ltd. to Report Q3, 2023 Results on Feb 14, 2023Sundrug Co.,Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. No independent directors (9 non-independent directors). CEO, President & Representative Director Koji Sadakata was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).공시 • Sep 02Sundrug Co.,Ltd. (TSE:9989) agreed to acquire Daiya, K.K. from Shintaro Ito, Ichiban Co., Ltd and others.Sundrug Co.,Ltd. (TSE:9989) agreed to acquire Daiya, K.K. from Shintaro Ito, Ichiban Co., Ltd and others on September 1, 2022. For the period ended February 2022, Daiya reported Total assets of 12 billion, net worth of 2.5 billion, Revenue of 26.6 billion, Operating income of 216 million, and Net income of 418 million. The acquisition is expected to close on October 3, 2022.공시 • Aug 28Sundrug Co.,Ltd. to Report Q2, 2023 Results on Nov 14, 2022Sundrug Co.,Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥53.86 (vs JP¥58.18 in 1Q 2022)First quarter 2023 results: EPS: JP¥53.86 (down from JP¥58.18 in 1Q 2022). Revenue: JP¥166.5b (up 1.4% from 1Q 2022). Net income: JP¥6.30b (down 7.4% from 1Q 2022). Profit margin: 3.8% (down from 4.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.3%, compared to a 11% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.공시 • May 29Sundrug Co.,Ltd. to Report Q1, 2023 Results on Aug 12, 2022Sundrug Co.,Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022Reported Earnings • May 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥204 (down from JP¥217 in FY 2021). Revenue: JP¥648.7b (up 2.3% from FY 2021). Net income: JP¥23.9b (down 5.8% from FY 2021). Profit margin: 3.7% (down from 4.0% 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 3.7%. Over the next year, revenue is forecast to grow 6.5%, compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.공시 • May 15Sundrug Co.,Ltd., Annual General Meeting, Jun 25, 2022Sundrug Co.,Ltd., Annual General Meeting, Jun 25, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). CEO, President & Representative Director Koji Sadakata was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Apr 08Sundrug Co.,Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Sundrug Co.,Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 18Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥56.01 (down from JP¥61.99 in 3Q 2021). Revenue: JP¥164.9b (flat on 3Q 2021). Net income: JP¥6.55b (down 9.6% from 3Q 2021). Profit margin: 4.0% (down from 4.4% in 3Q 2021). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 5.9%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥48.36 (vs JP¥54.98 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¥162.6b (up 1.8% from 2Q 2021). Net income: JP¥5.65b (down 12% from 2Q 2021). Profit margin: 3.5% (down from 4.0% 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 1% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 14 December 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥58.18 (vs JP¥60.32 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥164.2b (up 4.7% from 1Q 2021). Net income: JP¥6.80b (down 3.5% from 1Q 2021). Profit margin: 4.1% (down from 4.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥217 (vs JP¥203 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥634.3b (up 2.7% from FY 2020). Net income: JP¥25.3b (up 6.9% from FY 2020). Profit margin: 4.0% (up from 3.8% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 22 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.4%).공시 • Mar 04Sundrug Co.,Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Sundrug Co.,Ltd. announced that they will report fiscal year 2021 results on May 14, 2021Is New 90 Day High Low • Feb 17New 90-day low: JP¥4,020The company is down 4.0% from its price of JP¥4,180 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,074 per share.Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥61.99 (vs JP¥46.72 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥164.3b (up 11% from 3Q 2020). Net income: JP¥7.25b (up 33% from 3Q 2020). Profit margin: 4.4% (up from 3.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.Analyst Estimate Surprise Post Earnings • Feb 12Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.02%. Earnings per share (EPS) also missed analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 4.5%, compared to a 8.4% growth forecast for the Consumer Retailing industry in Japan.Is New 90 Day High Low • Dec 04New 90-day high: JP¥4,515The company is up 16% from its price of JP¥3,905 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥4,276 per share.공시 • Nov 29Sundrug Co.,Ltd. to Report Q3, 2021 Results on Feb 10, 2021Sundrug Co.,Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021이익 및 매출 성장 예측TSE:9989 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029993,28237,55018,40047,80043/31/2028954,69936,11415,43853,25073/31/2027900,19233,75713,85045,80073/31/2026842,51231,39212,16143,297N/A12/31/2025833,92431,151N/AN/AN/A9/30/2025824,66331,7499,81243,219N/A6/30/2025814,94431,404N/AN/AN/A3/31/2025801,81130,7506,89841,164N/A12/31/2024789,39930,175N/AN/AN/A9/30/2024775,65529,3422,03736,960N/A6/30/2024764,19629,516N/AN/AN/A3/31/2024751,77729,1262,96341,188N/A12/31/2023736,88128,120N/AN/AN/A9/30/2023722,94627,0353,21439,384N/A6/30/2023706,15326,305N/AN/AN/A3/31/2023690,46225,70311,26737,380N/A12/31/2022676,62825,213N/AN/AN/A9/30/2022661,20324,12013,76536,288N/A6/30/2022650,99223,350N/AN/AN/A3/31/2022648,73423,85311,89331,682N/A12/31/2021645,19123,608N/AN/AN/A9/30/2021644,60524,30611,99129,741N/A6/30/2021641,66725,079N/AN/AN/A3/31/2021634,31025,32915,28631,761N/A12/31/2020634,16925,423N/AN/AN/A9/30/2020617,40723,63815,43629,156N/A6/30/2020622,19724,200N/AN/AN/A3/31/2020617,76923,69220,97132,274N/A12/31/2019607,56524,564N/AN/AN/A9/30/2019612,18525,742N/A37,134N/A6/30/2019594,96024,342N/AN/AN/A3/31/2019588,06923,933N/A31,091N/A12/31/2018583,08524,288N/AN/AN/A9/30/2018578,24124,554N/A32,112N/A6/30/2018571,72424,948N/AN/AN/A3/31/2018564,21524,829N/A36,148N/A12/31/2017555,03124,590N/AN/AN/A9/30/2017546,37024,155N/A35,375N/A6/30/2017536,73723,684N/AN/AN/A3/31/2017528,39423,312N/A28,226N/A12/31/2016524,15522,684N/AN/AN/A9/30/2016517,28922,216N/A29,932N/A6/30/2016511,78622,207N/AN/AN/A3/31/2016503,77321,569N/A33,575N/A12/31/2015492,03620,881N/AN/AN/A9/30/2015480,93319,971N/A28,955N/A6/30/2015466,70418,056N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 9989 의 연간 예상 수익 증가율(4.9%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 9989 의 연간 수익(4.9%)이 JP 시장(9.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 9989 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 9989 의 수익(연간 4.9%)이 JP 시장(연간 6.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 9989 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 9989의 자본 수익률은 3년 후 11.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-retailing 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/17 09:00종가2026/06/17 00:00수익2026/03/31연간 수익2026/03/31데이터 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 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 소스Sundrug Co.,Ltd.는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Daisuke MatsumotoBarclaysArashi NishizawaBofA Global ResearchMayumi OginoCitigroup Inc13명의 분석가 더 보기
분석 기사 • Feb 15Earnings Miss: Sundrug Co.,Ltd. Missed EPS By 7.9% And Analysts Are Revising Their ForecastsSundrug Co.,Ltd. ( TSE:9989 ) last week reported its latest third-quarter results, which makes it a good time for...
분석 기사 • Aug 17The Sundrug Co.,Ltd. (TSE:9989) First-Quarter Results Are Out And Analysts Have Published New ForecastsTSE:9989 1 Year Share Price vs Fair Value Explore SundrugLtd's Fair Values from the Community and select yours Sundrug...
분석 기사 • Feb 18Sundrug Co.,Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Sundrug Co.,Ltd. ( TSE:9989 ) had a good week, as its shares rose 2.8% to close at JP¥4,197 following the...
분석 기사 • Jun 28Analyst Estimates: Here's What Brokers Think Of Sundrug Co.,Ltd. (TSE:9989) After Its Yearly ReportInvestors in Sundrug Co.,Ltd. ( TSE:9989 ) had a good week, as its shares rose 3.4% to close at JP¥4,054 following the...
공시 • May 29Sundrug Co.,Ltd. to Report Q1, 2027 Results on Aug 14, 2026Sundrug Co.,Ltd. announced that they will report Q1, 2027 results on Aug 14, 2026
Reported Earnings • May 20Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥268 (up from JP¥263 in FY 2025). Revenue: JP¥842.5b (up 5.1% from FY 2025). Net income: JP¥31.4b (up 2.1% from FY 2025). Profit margin: 3.7% (down from 3.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.1% 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 3% per year, which means it is significantly lagging earnings.
공시 • May 15Sundrug Co.,Ltd., Annual General Meeting, Jun 27, 2026Sundrug Co.,Ltd., Annual General Meeting, Jun 27, 2026.
공시 • May 09Sundrug Co.,Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Sundrug Co.,Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥66.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
분석 기사 • Feb 15Earnings Miss: Sundrug Co.,Ltd. Missed EPS By 7.9% And Analysts Are Revising Their ForecastsSundrug Co.,Ltd. ( TSE:9989 ) last week reported its latest third-quarter results, which makes it a good time for...
Reported Earnings • Feb 14Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥76.61 (down from JP¥81.73 in 3Q 2025). Revenue: JP¥217.3b (up 4.5% from 3Q 2025). Net income: JP¥8.96b (down 6.3% from 3Q 2025). Profit margin: 4.1% (down from 4.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.9%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
분석 기사 • Feb 09Should You Be Adding SundrugLtd (TSE:9989) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Jan 09Investor Optimism Abounds Sundrug Co.,Ltd. (TSE:9989) But Growth Is LackingWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...
분석 기사 • Dec 17Here's Why SundrugLtd (TSE:9989) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Declared Dividend • Dec 02First half dividend of JP¥66.00 announcedShareholders will receive a dividend of JP¥66.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but not covered by cash flows (157% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 29Sundrug Co.,Ltd. to Report Q3, 2026 Results on Feb 12, 2026Sundrug Co.,Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 18Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥62.62 (up from JP¥59.68 in 2Q 2025). Revenue: JP¥210.7b (up 4.8% from 2Q 2025). Net income: JP¥7.33b (up 4.9% from 2Q 2025). Profit margin: 3.5% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 5.9% 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 9% per year whereas the company’s share price has increased by 4% per year.
분석 기사 • Oct 28SundrugLtd (TSE:9989) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
공시 • Sep 02Sundrug Co.,Ltd. to Report Q2, 2026 Results on Nov 14, 2025Sundrug Co.,Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
분석 기사 • Sep 01Is SundrugLtd (TSE:9989) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Aug 17The Sundrug Co.,Ltd. (TSE:9989) First-Quarter Results Are Out And Analysts Have Published New ForecastsTSE:9989 1 Year Share Price vs Fair Value Explore SundrugLtd's Fair Values from the Community and select yours Sundrug...
Reported Earnings • Aug 15First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: JP¥67.92 (up from JP¥62.33 in 1Q 2025). Revenue: JP¥207.7b (up 6.7% from 1Q 2025). Net income: JP¥7.94b (up 9.0% from 1Q 2025). Profit margin: 3.8% (up from 3.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 11% per year.
분석 기사 • Jul 10Sundrug Co.,Ltd. (TSE:9989) Investors Are Less Pessimistic Than ExpectedSundrug Co.,Ltd.'s ( TSE:9989 ) price-to-earnings (or "P/E") ratio of 17.1x might make it look like a sell right now...
Declared Dividend • Jul 09Final dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but not covered by cash flows (222% cash payout ratio). The dividend has increased by an average of 16% 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 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥263 (up from JP¥249 in FY 2024). Revenue: JP¥801.8b (up 6.7% from FY 2024). Net income: JP¥30.8b (up 5.6% from FY 2024). Profit margin: 3.8% (down from 3.9% 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 2.3%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
공시 • May 31Sundrug Co.,Ltd. to Report Q1, 2026 Results on Aug 14, 2025Sundrug Co.,Ltd. announced that they will report Q1, 2026 results on Aug 14, 2025
Reported Earnings • May 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥263 (up from JP¥249 in FY 2024). Revenue: JP¥801.8b (up 6.7% from FY 2024). Net income: JP¥30.8b (up 5.6% from FY 2024). Profit margin: 3.8% (down from 3.9% 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 2.3%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 15Sundrug Co.,Ltd., Annual General Meeting, Jun 20, 2025Sundrug Co.,Ltd., Annual General Meeting, Jun 20, 2025.
분석 기사 • Apr 02Here's Why SundrugLtd (TSE:9989) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 22% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
분석 기사 • Mar 03SundrugLtd (TSE:9989) Will Pay A Dividend Of ¥65.00Sundrug Co.,Ltd.'s ( TSE:9989 ) investors are due to receive a payment of ¥65.00 per share on 24th of June. This will...
공시 • Mar 01Sundrug Co.,Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Sundrug Co.,Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
분석 기사 • Feb 18Sundrug Co.,Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Sundrug Co.,Ltd. ( TSE:9989 ) had a good week, as its shares rose 2.8% to close at JP¥4,197 following the...
Reported Earnings • Feb 16Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥81.73 (up from JP¥74.62 in 3Q 2024). Revenue: JP¥208.0b (up 7.1% from 3Q 2024). Net income: JP¥9.56b (up 9.5% from 3Q 2024). Profit margin: 4.6% (up from 4.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 6.0% 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 9% per year and the company’s share price has also increased by 9% per year.
Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to JP¥4,076. The fair value is estimated to be JP¥3,391, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.
분석 기사 • Jan 21Are Sundrug Co.,Ltd. (TSE:9989) Investors Paying Above The Intrinsic Value?Key Insights SundrugLtd's estimated fair value is JP¥3,391 based on 2 Stage Free Cash Flow to Equity SundrugLtd's...
Buy Or Sell Opportunity • Jan 07Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,093. The fair value is estimated to be JP¥3,388, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
분석 기사 • Dec 25SundrugLtd (TSE:9989) Has Announced A Dividend Of ¥65.00Sundrug Co.,Ltd. ( TSE:9989 ) will pay a dividend of ¥65.00 on the 24th of June. This takes the dividend yield to 3.3...
분석 기사 • Dec 11SundrugLtd's (TSE:9989) Dividend Will Be ¥65.00Sundrug Co.,Ltd.'s ( TSE:9989 ) investors are due to receive a payment of ¥65.00 per share on 24th of June. This makes...
Declared Dividend • Dec 11First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (dividend approximately 7x free cash flows). The dividend has increased by an average of 17% 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 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Dec 09Is SundrugLtd (TSE:9989) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
공시 • Dec 03Sundrug Co.,Ltd. to Report Q3, 2025 Results on Feb 14, 2025Sundrug Co.,Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
Reported Earnings • Nov 20Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: JP¥59.68 (down from JP¥61.17 in 2Q 2024). Revenue: JP¥201.0b (up 6.0% from 2Q 2024). Net income: JP¥6.98b (down 2.4% from 2Q 2024). Profit margin: 3.5% (down from 3.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.7%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
분석 기사 • Nov 18Here's Why We Think SundrugLtd (TSE:9989) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Nov 05Investors Could Be Concerned With SundrugLtd's (TSE:9989) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Sep 25Sundrug Co.,Ltd.'s (TSE:9989) Intrinsic Value Is Potentially 31% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, SundrugLtd fair value estimate is JP¥5,560 SundrugLtd's...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
분석 기사 • Sep 11Sundrug Co.,Ltd.'s (TSE:9989) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 16.6x Sundrug Co.,Ltd. ( TSE:9989 ) may be sending bearish signals at the...
분석 기사 • Aug 29SundrugLtd's (TSE:9989) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Sundrug Co.,Ltd. ( TSE:9989 ) has announced that it will be paying its dividend of ¥65.00 on the 4th of...
공시 • Aug 28Sundrug Co.,Ltd. to Report Q2, 2025 Results on Nov 14, 2024Sundrug Co.,Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 19First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: JP¥62.33 (up from JP¥59.01 in 1Q 2024). Revenue: JP¥194.6b (up 6.8% from 1Q 2024). Net income: JP¥7.29b (up 5.7% from 1Q 2024). Profit margin: 3.7% (down from 3.8% in 1Q 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 2.7%. Revenue is forecast to grow 6.0% 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 7% per year whereas the company’s share price has increased by 4% per year.
분석 기사 • Jul 26SundrugLtd (TSE:9989) Will Pay A Larger Dividend Than Last Year At ¥65.00The board of Sundrug Co.,Ltd. ( TSE:9989 ) has announced that it will be paying its dividend of ¥65.00 on the 4th of...
분석 기사 • Jul 12SundrugLtd (TSE:9989) Will Pay A Larger Dividend Than Last Year At ¥65.00The board of Sundrug Co.,Ltd. ( TSE:9989 ) has announced that it will be paying its dividend of ¥65.00 on the 4th of...
Declared Dividend • Jul 11Final dividend increased to JP¥65.00Dividend of JP¥65.00 is 14% higher than last year. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (44% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 17% 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 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Jun 28Analyst Estimates: Here's What Brokers Think Of Sundrug Co.,Ltd. (TSE:9989) After Its Yearly ReportInvestors in Sundrug Co.,Ltd. ( TSE:9989 ) had a good week, as its shares rose 3.4% to close at JP¥4,054 following the...
Reported Earnings • Jun 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥249 (up from JP¥220 in FY 2023). Revenue: JP¥751.8b (up 8.9% from FY 2023). Net income: JP¥29.1b (up 13% from FY 2023). Profit margin: 3.9% (up from 3.7% 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 1.5%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
분석 기사 • Jun 06SundrugLtd (TSE:9989) Ticks All The Boxes When It Comes To Earnings GrowthIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
공시 • Jun 02Sundrug Co.,Ltd. to Report Q1, 2025 Results on Aug 14, 2024Sundrug Co.,Ltd. announced that they will report Q1, 2025 results on Aug 14, 2024
Reported Earnings • May 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥249 (up from JP¥220 in FY 2023). Revenue: JP¥751.8b (up 8.9% from FY 2023). Net income: JP¥29.1b (up 13% from FY 2023). Profit margin: 3.9% (up from 3.7% 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 1.6%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
공시 • May 17Sundrug Co.,Ltd., Annual General Meeting, Jun 21, 2024Sundrug Co.,Ltd., Annual General Meeting, Jun 21, 2024.
분석 기사 • May 11Sundrug Co.,Ltd.'s (TSE:9989) Share Price Not Quite Adding UpWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider...
분석 기사 • Apr 10Be Wary Of SundrugLtd (TSE:9989) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Buy Or Sell Opportunity • Mar 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to JP¥4,870. The fair value is estimated to be JP¥4,027, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥57.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).
분석 기사 • Mar 11SundrugLtd (TSE:9989) Will Pay A Dividend Of ¥57.00The board of Sundrug Co.,Ltd. ( TSE:9989 ) has announced that it will pay a dividend on the 26th of June, with...
Buy Or Sell Opportunity • Mar 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.1% to JP¥4,846. The fair value is estimated to be JP¥4,027, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.
공시 • Mar 02Sundrug Co.,Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Sundrug Co.,Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 16Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: JP¥74.62 (up from JP¥65.36 in 3Q 2023). Revenue: JP¥194.3b (up 7.7% from 3Q 2023). Net income: JP¥8.73b (up 14% from 3Q 2023). Profit margin: 4.5% (up from 4.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.4% 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 3% per year and the company’s share price has also increased by 3% per year.
공시 • Nov 27Sundrug Co.,Ltd. to Report Q3, 2024 Results on Feb 14, 2024Sundrug Co.,Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 17Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥61.17 (up from JP¥54.94 in 2Q 2023). Revenue: JP¥189.6b (up 9.7% from 2Q 2023). Net income: JP¥7.15b (up 11% from 2Q 2023). Profit margin: 3.8% (up from 3.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 6.4% 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 2% per year whereas the company’s share price has increased by 1% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥57.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 44% and the cash payout ratio is 89%. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
공시 • Aug 27Sundrug Co.,Ltd. to Report Q2, 2024 Results on Nov 14, 2023Sundrug Co.,Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥59.01 (vs JP¥53.86 in 1Q 2023)First quarter 2024 results: EPS: JP¥59.01 (up from JP¥53.86 in 1Q 2023). Revenue: JP¥182.1b (up 9.4% from 1Q 2023). Net income: JP¥6.90b (up 9.6% from 1Q 2023). Profit margin: 3.8% (in line with 1Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.
공시 • May 31Sundrug Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023Sundrug Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
공시 • May 17Sundrug Co.,Ltd., Annual General Meeting, Jun 23, 2023Sundrug Co.,Ltd., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥220 (up from JP¥204 in FY 2022). Revenue: JP¥690.5b (up 6.4% from FY 2022). Net income: JP¥25.7b (up 7.8% from FY 2022). Profit margin: 3.7% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% 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 (1.7%).
Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: JP¥65.36 (vs JP¥56.01 in 3Q 2022)Third quarter 2023 results: EPS: JP¥65.36 (up from JP¥56.01 in 3Q 2022). Revenue: JP¥180.3b (up 9.4% from 3Q 2022). Net income: JP¥7.64b (up 17% from 3Q 2022). Profit margin: 4.2% (up from 4.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
공시 • Nov 30Sundrug Co.,Ltd. to Report Q3, 2023 Results on Feb 14, 2023Sundrug Co.,Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. No independent directors (9 non-independent directors). CEO, President & Representative Director Koji Sadakata was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
공시 • Sep 02Sundrug Co.,Ltd. (TSE:9989) agreed to acquire Daiya, K.K. from Shintaro Ito, Ichiban Co., Ltd and others.Sundrug Co.,Ltd. (TSE:9989) agreed to acquire Daiya, K.K. from Shintaro Ito, Ichiban Co., Ltd and others on September 1, 2022. For the period ended February 2022, Daiya reported Total assets of 12 billion, net worth of 2.5 billion, Revenue of 26.6 billion, Operating income of 216 million, and Net income of 418 million. The acquisition is expected to close on October 3, 2022.
공시 • Aug 28Sundrug Co.,Ltd. to Report Q2, 2023 Results on Nov 14, 2022Sundrug Co.,Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022
Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥53.86 (vs JP¥58.18 in 1Q 2022)First quarter 2023 results: EPS: JP¥53.86 (down from JP¥58.18 in 1Q 2022). Revenue: JP¥166.5b (up 1.4% from 1Q 2022). Net income: JP¥6.30b (down 7.4% from 1Q 2022). Profit margin: 3.8% (down from 4.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.3%, compared to a 11% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.
공시 • May 29Sundrug Co.,Ltd. to Report Q1, 2023 Results on Aug 12, 2022Sundrug Co.,Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022
Reported Earnings • May 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥204 (down from JP¥217 in FY 2021). Revenue: JP¥648.7b (up 2.3% from FY 2021). Net income: JP¥23.9b (down 5.8% from FY 2021). Profit margin: 3.7% (down from 4.0% 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 3.7%. Over the next year, revenue is forecast to grow 6.5%, compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
공시 • May 15Sundrug Co.,Ltd., Annual General Meeting, Jun 25, 2022Sundrug Co.,Ltd., Annual General Meeting, Jun 25, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). CEO, President & Representative Director Koji Sadakata was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Apr 08Sundrug Co.,Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Sundrug Co.,Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 18Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥56.01 (down from JP¥61.99 in 3Q 2021). Revenue: JP¥164.9b (flat on 3Q 2021). Net income: JP¥6.55b (down 9.6% from 3Q 2021). Profit margin: 4.0% (down from 4.4% in 3Q 2021). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 5.9%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥48.36 (vs JP¥54.98 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¥162.6b (up 1.8% from 2Q 2021). Net income: JP¥5.65b (down 12% from 2Q 2021). Profit margin: 3.5% (down from 4.0% 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 1% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 14 December 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 15First quarter 2022 earnings released: EPS JP¥58.18 (vs JP¥60.32 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥164.2b (up 4.7% from 1Q 2021). Net income: JP¥6.80b (down 3.5% from 1Q 2021). Profit margin: 4.1% (down from 4.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥217 (vs JP¥203 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥634.3b (up 2.7% from FY 2020). Net income: JP¥25.3b (up 6.9% from FY 2020). Profit margin: 4.0% (up from 3.8% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 22 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.4%).
공시 • Mar 04Sundrug Co.,Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Sundrug Co.,Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
Is New 90 Day High Low • Feb 17New 90-day low: JP¥4,020The company is down 4.0% from its price of JP¥4,180 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥5,074 per share.
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥61.99 (vs JP¥46.72 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥164.3b (up 11% from 3Q 2020). Net income: JP¥7.25b (up 33% from 3Q 2020). Profit margin: 4.4% (up from 3.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.02%. Earnings per share (EPS) also missed analyst estimates by 5.7%. Over the next year, revenue is forecast to grow 4.5%, compared to a 8.4% growth forecast for the Consumer Retailing industry in Japan.
Is New 90 Day High Low • Dec 04New 90-day high: JP¥4,515The company is up 16% from its price of JP¥3,905 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥4,276 per share.
공시 • Nov 29Sundrug Co.,Ltd. to Report Q3, 2021 Results on Feb 10, 2021Sundrug Co.,Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021