This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSFP Holdings (3198) 주식 개요SFP 홀딩스는 일본 내 레스토랑을 운영하는 회사입니다. 자세히 보기3198 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장4/6과거 실적2/6재무 건전성6/6배당1/6강점수익은 매년 26.5% 증가할 것으로 예상됩니다.위험 분석우리의 위험 점검에서 3198에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기3198 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW500,966 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG500,966 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥2.23k19.9% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6b53b2016201920222025202620282031Revenue JP¥53.1bEarnings JP¥1.9bAdvancedSet Fair ValueView all narrativesSFP Holdings Co., Ltd. 경쟁사Genki Global Dining ConceptsSymbol: TSE:9828Market cap: JP¥56.0bSRS HoldingsLtdSymbol: TSE:8163Market cap: JP¥52.3bRinger HutLtdSymbol: TSE:8200Market cap: JP¥57.1bChikaranomoto HoldingsSymbol: TSE:3561Market cap: JP¥47.4b가격 이력 및 성과SFP Holdings 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥2,225.0052주 최고가JP¥2,488.0052주 최저가JP¥1,987.00베타0.0521개월 변동-0.89%3개월 변동-4.22%1년 변동-0.89%3년 변동-0.18%5년 변동43.92%IPO 이후 변동57.80%최근 뉴스 및 업데이트공시 • May 09SFP Holdings Co., Ltd. to Report Q1, 2027 Results on Jul 14, 2026SFP Holdings Co., Ltd. announced that they will report Q1, 2027 results on Jul 14, 2026분석 기사 • Apr 21SFP Holdings' (TSE:3198) Soft Earnings Don't Show The Whole PictureSFP Holdings Co., Ltd.'s ( TSE:3198 ) earnings announcement last week didn't impress shareholders. However, our...Reported Earnings • Apr 15Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥47.58 (down from JP¥65.14 in FY 2025). Revenue: JP¥31.1b (up 2.4% from FY 2025). Net income: JP¥1.09b (down 27% from FY 2025). Profit margin: 3.5% (down from 4.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Apr 14SFP Holdings Co., Ltd., Annual General Meeting, May 21, 2026SFP Holdings Co., Ltd., Annual General Meeting, May 21, 2026.공시 • Apr 03SFP Holdings Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026SFP Holdings Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.9%).더 많은 업데이트 보기Recent updates공시 • May 09SFP Holdings Co., Ltd. to Report Q1, 2027 Results on Jul 14, 2026SFP Holdings Co., Ltd. announced that they will report Q1, 2027 results on Jul 14, 2026분석 기사 • Apr 21SFP Holdings' (TSE:3198) Soft Earnings Don't Show The Whole PictureSFP Holdings Co., Ltd.'s ( TSE:3198 ) earnings announcement last week didn't impress shareholders. However, our...Reported Earnings • Apr 15Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥47.58 (down from JP¥65.14 in FY 2025). Revenue: JP¥31.1b (up 2.4% from FY 2025). Net income: JP¥1.09b (down 27% from FY 2025). Profit margin: 3.5% (down from 4.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Apr 14SFP Holdings Co., Ltd., Annual General Meeting, May 21, 2026SFP Holdings Co., Ltd., Annual General Meeting, May 21, 2026.공시 • Apr 03SFP Holdings Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026SFP Holdings Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.9%).Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥6.80 (vs JP¥14.47 in 3Q 2025)Third quarter 2026 results: EPS: JP¥6.80 (down from JP¥14.47 in 3Q 2025). Revenue: JP¥7.41b (up 1.8% from 3Q 2025). Net income: JP¥155.0m (down 53% from 3Q 2025). Profit margin: 2.1% (down from 4.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.분석 기사 • Jan 14SFP Holdings (TSE:3198) Is Due To Pay A Dividend Of ¥14.00SFP Holdings Co., Ltd. ( TSE:3198 ) has announced that it will pay a dividend of ¥14.00 per share on the 7th of May...공시 • Jan 14Sfp Holdings Co., Ltd. Provides Year-End Dividend guidance for the Fiscal Year Ending February 28, 2026SFP Holdings Co., Ltd. provided Year-End Dividend guidance of JPY 14 per share for the Fiscal year ending February 28, 2026 as compared to last year dividend of JPY 13 per share.분석 기사 • Nov 11SFP Holdings (TSE:3198) Is Due To Pay A Dividend Of ¥14.00SFP Holdings Co., Ltd. ( TSE:3198 ) will pay a dividend of ¥14.00 on the 7th of May. This takes the dividend yield to...Declared Dividend • Nov 11First half dividend of JP¥14.00 announcedShareholders will receive a dividend of JP¥14.00. Ex-date: 26th February 2026 Payment date: 7th May 2026 Dividend yield will be 1.4%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 50% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 01SFP Holdings Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026SFP Holdings Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026분석 기사 • Oct 17SFP Holdings Co., Ltd. (TSE:3198) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?SFP Holdings Co., Ltd. ( TSE:3198 ) last week reported its latest half-yearly results, which makes it a good time for...Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥6.32 (vs JP¥10.00 in 2Q 2025)Second quarter 2026 results: EPS: JP¥6.32 (down from JP¥10.00 in 2Q 2025). Revenue: JP¥7.59b (up 3.1% from 2Q 2025). Net income: JP¥144.0m (down 37% from 2Q 2025). Profit margin: 1.9% (down from 3.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 28Now 20% undervaluedOver the last 90 days, the stock has risen 5.1% to JP¥2,245. The fair value is estimated to be JP¥2,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.분석 기사 • Aug 27SFP Holdings (TSE:3198) Will Pay A Larger Dividend Than Last Year At ¥14.00The board of SFP Holdings Co., Ltd. ( TSE:3198 ) has announced that it will be paying its dividend of ¥14.00 on the...공시 • Aug 27SFP Holdings Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025SFP Holdings Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025Upcoming Dividend • Aug 21Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 10 November 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.7%).분석 기사 • Jul 17SFP Holdings (TSE:3198) Will Pay A Larger Dividend Than Last Year At ¥14.00The board of SFP Holdings Co., Ltd. ( TSE:3198 ) has announced that it will be paying its dividend of ¥14.00 on the...Reported Earnings • Jul 15First quarter 2026 earnings released: EPS: JP¥17.06 (vs JP¥20.93 in 1Q 2025)First quarter 2026 results: EPS: JP¥17.06 (down from JP¥20.93 in 1Q 2025). Revenue: JP¥7.75b (up 1.0% from 1Q 2025). Net income: JP¥389.0m (down 18% from 1Q 2025). Profit margin: 5.0% (down from 6.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jun 21Now 20% undervaluedOver the last 90 days, the stock has risen 6.1% to JP¥2,225. The fair value is estimated to be JP¥2,798, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 7.6%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.분석 기사 • Jun 18SFP Holdings (TSE:3198) Is Paying Out A Larger Dividend Than Last YearSFP Holdings Co., Ltd. ( TSE:3198 ) will increase its dividend from last year's comparable payment on the 10th of...Declared Dividend • Jun 18Final dividend increased to JP¥14.00Dividend of JP¥14.00 is 7.7% higher than last year. Ex-date: 28th August 2025 Payment date: 10th November 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Apr 26SFP Holdings Co., Ltd. to Report Q1, 2026 Results on Jul 14, 2025SFP Holdings Co., Ltd. announced that they will report Q1, 2026 results on Jul 14, 2025Buy Or Sell Opportunity • Apr 24Now 22% undervaluedOver the last 90 days, the stock has risen 4.8% to JP¥2,191. The fair value is estimated to be JP¥2,794, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 7.6%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.분석 기사 • Apr 17Analyst Estimates: Here's What Brokers Think Of SFP Holdings Co., Ltd. (TSE:3198) After Its Annual ReportInvestors in SFP Holdings Co., Ltd. ( TSE:3198 ) had a good week, as its shares rose 7.5% to close at JP¥2,200...공시 • Apr 16SFP Holdings Co., Ltd. Announces Year-End Dividend for the Current Fiscal Year 2025, Effective May 2, 2025SFP Holdings Co., Ltd. announced that it has resolved, at a meeting of the Board of Directors held on April 14, 2025, to pay dividends of surplus (year-end dividends) with a record date of February 28, 2025. Effective date is May 2, 2025. Dividend per share is JPY 13.00; Total amount of dividends: JPY 296,405,000. Effective date is May 2, 2025. Actual results for the fiscal year ended February 29, 2024 of JPY 12.00.Reported Earnings • Apr 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥65.14 (down from JP¥70.98 in FY 2024). Revenue: JP¥30.4b (up 4.5% from FY 2024). Net income: JP¥1.49b (down 14% from FY 2024). Profit margin: 4.9% (down from 6.0% in FY 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 2.9%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Hospitality 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 16% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 14SFP Holdings Co., Ltd., Annual General Meeting, May 23, 2025SFP Holdings Co., Ltd., Annual General Meeting, May 23, 2025.Upcoming Dividend • Feb 20Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).공시 • Feb 03SFP Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025SFP Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,195. The fair value is estimated to be JP¥1,811, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 5.8% in the next 2 years.Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥14.47 (vs JP¥8.42 in 3Q 2024)Third quarter 2025 results: EPS: JP¥14.47 (up from JP¥8.42 in 3Q 2024). Revenue: JP¥7.27b (up 3.5% from 3Q 2024). Net income: JP¥330.0m (up 69% from 3Q 2024). Profit margin: 4.5% (up from 2.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.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.공시 • Oct 26SFP Holdings Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025SFP Holdings Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025분석 기사 • Oct 20SFP Holdings' (TSE:3198) Strong Earnings Are Of Good QualitySFP Holdings Co., Ltd. ( TSE:3198 ) just reported healthy earnings but the stock price didn't move much. Our analysis...Major Estimate Revision • Oct 18Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥76.40 to JP¥67.10. Revenue forecast unchanged from JP¥30.2b at last update. Net income forecast to shrink 6.0% next year vs 13% growth forecast for Hospitality industry in Japan . Consensus price target down from JP¥2,700 to JP¥2,300. Share price was steady at JP¥1,905 over the past week.Reported Earnings • Oct 16Second quarter 2025 earnings released: EPS: JP¥10.00 (vs JP¥6.32 in 2Q 2024)Second quarter 2025 results: EPS: JP¥10.00 (up from JP¥6.32 in 2Q 2024). Revenue: JP¥7.37b (up 3.3% from 2Q 2024). Net income: JP¥228.0m (up 40% from 2Q 2024). Profit margin: 3.1% (up from 2.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 11 November 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.8%).Buy Or Sell Opportunity • Jul 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to JP¥2,097. The fair value is estimated to be JP¥1,747, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.공시 • Jul 27SFP Holdings Co., Ltd. to Report Q2, 2025 Results on Oct 11, 2024SFP Holdings Co., Ltd. announced that they will report Q2, 2025 results on Oct 11, 2024Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥20.93 (vs JP¥18.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥20.93. Revenue: JP¥7.67b (up 7.2% from 1Q 2024). Net income: JP¥477.0m (down 2.5% from 1Q 2024). Profit margin: 6.2% (down from 6.8% in 1Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan.공시 • May 03SFP Holdings Co., Ltd. to Report Q1, 2025 Results on Jul 12, 2024SFP Holdings Co., Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024분석 기사 • Apr 19Statutory Profit Doesn't Reflect How Good SFP Holdings' (TSE:3198) Earnings AreEven though SFP Holdings Co., Ltd.'s ( TSE:3198 ) recent earnings release was robust, the market didn't seem to notice...Buy Or Sell Opportunity • Apr 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to JP¥1,925. The fair value is estimated to be JP¥2,430, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.분석 기사 • Apr 17SFP Holdings Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextLast week saw the newest annual earnings release from SFP Holdings Co., Ltd. ( TSE:3198 ), an important milestone in...공시 • Apr 14SFP Holdings Co., Ltd., Annual General Meeting, May 24, 2024SFP Holdings Co., Ltd., Annual General Meeting, May 24, 2024.Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥70.98 (up from JP¥21.29 in FY 2023). Revenue: JP¥29.1b (up 27% from FY 2023). Net income: JP¥1.73b (up 215% from FY 2023). Profit margin: 6.0% (up from 2.4% in FY 2023). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to JP¥1,939. The fair value is estimated to be JP¥2,434, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 214% in the next 2 years.Buy Or Sell Opportunity • Mar 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,977. The fair value is estimated to be JP¥2,477, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 214% in the next 2 years.Upcoming Dividend • Feb 21Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 08 May 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.6%).공시 • Jan 31SFP Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024SFP Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥8.42 (vs JP¥1.36 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.42 (up from JP¥1.36 loss in 3Q 2023). Revenue: JP¥7.02b (up 17% from 3Q 2023). Net income: JP¥195.0m (up JP¥230.0m from 3Q 2023). Profit margin: 2.8% (up from net loss in 3Q 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Dec 05Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be JP¥2,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 381% in the next 2 years.Buying Opportunity • Nov 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.3%. The fair value is estimated to be JP¥2,846, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 381% in the next 2 years.공시 • Oct 29SFP Holdings Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024SFP Holdings Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024Reported Earnings • Oct 15Second quarter 2024 earnings released: EPS: JP¥6.32 (vs JP¥12.45 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.32 (up from JP¥12.45 loss in 2Q 2023). Revenue: JP¥7.13b (up 30% from 2Q 2023). Net income: JP¥163.0m (up JP¥484.0m from 2Q 2023). Profit margin: 2.3% (up from net loss in 2Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥10.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 13 November 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (0.5%).공시 • Jul 30SFP Holdings Co., Ltd. to Report Q2, 2024 Results on Oct 13, 2023SFP Holdings Co., Ltd. announced that they will report Q2, 2024 results on Oct 13, 2023공시 • Jul 22SFP Holdings Co., Ltd. (TSE:3198) announces an Equity Buyback for 3,300,100 shares, representing 12.8% for ¥6,534.2 million.SFP Holdings Co., Ltd. (TSE:3198) announces a share repurchase program. Under the program, the company will repurchase up to 3,300,100 shares (since the number of shares tendered exceeded the number of shares planned to be purchased, and as a result of unit adjustments based on a pro rata basis, the total number of shares to be purchased in the Board of Directors' resolution is one unit (100 shares) added to the number of shares planned to be purchased), representing 12.8% of its share capital, for ¥6,534.2 million at a price of ¥1,980 per share. The company will repurchase its shares in order to improve equity efficiency and return profits to shareholders. The share repurchase program will run until August 21, 2023. As of July 20, 2023, the company had 25,788,304 shares outstanding (excluding treasury shares) and 385 shares in treasury.Reported Earnings • Jul 17First quarter 2024 earnings released: EPS: JP¥18.96 (vs JP¥43.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.96 (down from JP¥43.51 in 1Q 2023). Revenue: JP¥7.16b (up 55% from 1Q 2023). Net income: JP¥489.0m (down 56% from 1Q 2023). Profit margin: 6.8% (down from 24% in 1Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 30Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥21.29 (down from JP¥67.67 in FY 2022). Revenue: JP¥22.9b (up 120% from FY 2022). Net income: JP¥549.0m (down 69% from FY 2022). Profit margin: 2.4% (down from 17% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 30Price target increased by 35% to JP¥2,300Up from JP¥1,700, the current price target is provided by 1 analyst. New target price is 12% above last closing price of JP¥2,054. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥40.30 for next year compared to JP¥21.29 last year.Reported Earnings • Apr 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥21.29 (down from JP¥67.67 in FY 2022). Revenue: JP¥22.9b (up 120% from FY 2022). Net income: JP¥549.0m (down 69% from FY 2022). Profit margin: 2.4% (down from 17% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of JP¥10.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).공시 • Jan 31SFP Holdings Co., Ltd. to Report Fiscal Year 2023 Results on Apr 14, 2023SFP Holdings Co., Ltd. announced that they will report fiscal year 2023 results on Apr 14, 2023Major Estimate Revision • Jan 20Consensus EPS estimates fall by 46%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥24.5b to JP¥22.9b. EPS estimate also fell from JP¥73.70 per share to JP¥39.60 per share. Net income forecast to grow 33% next year vs 8.0% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥1,700 to JP¥1,600. Share price was steady at JP¥1,736 over the past week.Reported Earnings • Jan 14Third quarter 2023 earnings released: JP¥1.36 loss per share (vs JP¥50.06 profit in 3Q 2022)Third quarter 2023 results: JP¥1.36 loss per share (down from JP¥50.06 profit in 3Q 2022). Revenue: JP¥6.02b (up 92% from 3Q 2022). Net loss: JP¥35.0m (down 103% from profit in 3Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 16Price target increased to JP¥1,700Up from JP¥1,500, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,637. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥73.70 for next year compared to JP¥67.67 last year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. No independent directors (6 non-independent directors). Chairman of the Audit & Supervisory Board and External Director Kazuhiro Ando was the last 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: Lack of independent directors. Insufficient board refreshment.공시 • Oct 30SFP Holdings Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023SFP Holdings Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023Buying Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.0%. The fair value is estimated to be JP¥2,041, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 47% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 2.8% per annum over the same time period.Reported Earnings • Oct 17Second quarter 2023 earnings released: JP¥12.45 loss per share (vs JP¥40.33 profit in 2Q 2022)Second quarter 2023 results: JP¥12.45 loss per share (down from JP¥40.33 profit in 2Q 2022). Revenue: JP¥5.50b (up 402% from 2Q 2022). Net loss: JP¥321.0m (down 131% from profit in 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Aug 03SFP Holdings Co., Ltd. to Report Q2, 2023 Results on Oct 14, 2022SFP Holdings Co., Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: JP¥43.51 (vs JP¥5.70 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥43.51 (up from JP¥5.70 loss in 1Q 2022). Revenue: JP¥4.63b (up 108% from 1Q 2022). Net income: JP¥1.12b (up JP¥1.27b from 1Q 2022). Profit margin: 24% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 99%, compared to a 47% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 01Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥67.67 (up from JP¥219 loss in FY 2021). Revenue: JP¥10.4b (down 40% from FY 2021). Net income: JP¥1.75b (up JP¥7.40b from FY 2021). Profit margin: 17% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 135%, compared to a 51% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.공시 • May 02SFP Holdings Co., Ltd. to Report Q1, 2023 Results on Jul 14, 2022SFP Holdings Co., Ltd. announced that they will report Q1, 2023 results on Jul 14, 2022Price Target Changed • Apr 27Price target decreased to JP¥1,500Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 6.2% above last closing price of JP¥1,412. Stock is up 8.8% over the past year. The company is forecast to post earnings per share of JP¥69.80 for next year compared to JP¥67.67 last year.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. 4 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chairman of the Audit & Supervisory Board and External Director Kazuhiro Ando was the last 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: Lack of independent directors. Insufficient board refreshment.공시 • Apr 16SFP Holdings Co., Ltd., Annual General Meeting, May 26, 2022SFP Holdings Co., Ltd., Annual General Meeting, May 26, 2022.Reported Earnings • Apr 15Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥67.67 (up from JP¥219 loss in FY 2021). Revenue: JP¥10.4b (down 40% from FY 2021). Net income: JP¥1.75b (up JP¥7.40b from FY 2021). Profit margin: 17% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 154%, compared to a 68% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.공시 • Feb 02SFP Holdings Co., Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022SFP Holdings Co., Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022Reported Earnings • Jan 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥50.06 (up from JP¥47.02 loss in 3Q 2021). Revenue: JP¥3.14b (down 48% from 3Q 2021). Net income: JP¥1.29b (up JP¥2.50b from 3Q 2021). Profit margin: 41% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 35%. Earnings per share (EPS) exceeded analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the next year, revenue is forecast to grow 141%, compared to a 56% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.Price Target Changed • Oct 18Price target increased to JP¥2,000Up from JP¥1,800, the current price target is provided by 1 analyst. New target price is 29% above last closing price of JP¥1,555. Stock is up 15% over the past year.Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS JP¥40.33 (vs JP¥32.16 loss in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥1.10b (down 77% from 2Q 2021). Net income: JP¥1.04b (up JP¥1.87b from 2Q 2021). Profit margin: 95% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 16First quarter 2022 earnings released: JP¥5.70 loss per share (vs JP¥56.84 loss in 1Q 2021)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2022 results: Revenue: JP¥2.23b (down 27% from 1Q 2021). Net loss: JP¥147.0m (loss narrowed 90% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 16Full year 2021 earnings released: JP¥219 loss per share (vs JP¥56.73 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥17.4b (down 57% from FY 2020). Net loss: JP¥5.65b (down 487% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 03New 90-day high: JP¥1,427The company is up 11% from its price of JP¥1,290 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 8.0% over the same period.공시 • Feb 03SFP Holdings Co., Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021SFP Holdings Co., Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021공시 • Jan 29SFP Holdings Co., Ltd. Revises Earnings Guidance for the Full Year Ending February 28, 2021SFP Holdings Co., Ltd. revised earnings guidance for the full year ending February 28, 2021. For the year, the company expects to report revenues of JPY 18,500 million, operating loss of JPY 4,300 million and net loss attributable to owners of the parent of JPY 3,800 million or JPY 147.42 per basic share compared to previous guidance of revenues of JPY 25,000 million, operating loss of JPY 2,500 million and net loss attributable to owners of the parent of JPY 1,300 million or JPY 50.48 per basic share for the same period.Analyst Estimate Surprise Post Earnings • Jan 19Revenue and earnings miss expectationsRevenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 29%. Over the next year, revenue is forecast to grow 18%, compared to a 12% growth forecast for the Hospitality industry in Japan.Analyst Estimate Surprise Post Earnings • Jan 16Revenue and earnings miss expectationsRevenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 29%. Over the next year, revenue is forecast to grow 18%, compared to a 12% growth forecast for the Hospitality industry in Japan.Reported Earnings • Jan 15Third quarter 2021 earnings released: JP¥47.02 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥5.98b (down 38% from 3Q 2020). Net loss: JP¥1.21b (down JP¥1.45b from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 75% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 05New 90-day low: JP¥1,216The company is down 13% from its price of JP¥1,404 on 07 October 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 3.0% over the same period.Is New 90 Day High Low • Dec 17New 90-day low: JP¥1,261The company is down 13% from its price of JP¥1,447 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 9.0% over the same period.Price Target Changed • Dec 01Price target lowered to JP¥1,700Down from JP¥2,100, the current price target is provided by 1 analyst. The new target price is 33% above the current share price of JP¥1,276. As of last close, the stock is down 42% over the past year.공시 • Aug 29SFP Holdings Co., Ltd. to Report Q2, 2021 Results on Oct 14, 2020SFP Holdings Co., Ltd. announced that they will report Q2, 2021 results on Oct 14, 2020주주 수익률3198JP HospitalityJP 시장7D0.04%1.5%2.6%1Y-0.9%-13.3%45.9%전체 주주 수익률 보기수익률 대 산업: 3198은 지난 1년 동안 -13.3%의 수익을 기록한 JP Hospitality 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 3198은 지난 1년 동안 45.9%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 3198's price volatile compared to industry and market?3198 volatility3198 Average Weekly Movement3.2%Hospitality Industry Average Movement3.5%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%안정적인 주가: 3198는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 3198의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19841,149Makoto Satowww.sfpdining.jpSFP 홀딩스는 일본에서 레스토랑 경영을 하고 있습니다. 이 회사는 이전에는 SFP 다이닝 주식회사로 알려졌으며 2017년 6월에 SFP 홀딩스 주식회사로 사명을 변경했습니다. SFP 홀딩스는 1984년에 설립되었으며 일본 도쿄에 본사를 두고 있습니다.더 보기SFP Holdings Co., Ltd. 기초 지표 요약SFP Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?3198 기초 통계시가총액JP¥50.74b순이익 (TTM)JP¥1.09b매출 (TTM)JP¥31.12b46.8x주가수익비율(P/E)1.6x주가매출비율(P/S)3198는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표3198 손익계산서 (TTM)매출JP¥31.12b매출원가JP¥9.36b총이익JP¥21.76b기타 비용JP¥20.68b순이익JP¥1.09b최근 보고된 실적Feb 28, 2026다음 실적 발표일Jul 14, 2026주당순이익(EPS)47.58총이익률69.93%순이익률3.49%부채/자본 비율0.9%3198의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.3%현재 배당 수익률59%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/29 21:38종가2026/06/26 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SFP Holdings Co., Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullDaiwa Securities Co. Ltd.Seiichiro SamejimaIchiyoshi Research Institute Inc.
공시 • May 09SFP Holdings Co., Ltd. to Report Q1, 2027 Results on Jul 14, 2026SFP Holdings Co., Ltd. announced that they will report Q1, 2027 results on Jul 14, 2026
분석 기사 • Apr 21SFP Holdings' (TSE:3198) Soft Earnings Don't Show The Whole PictureSFP Holdings Co., Ltd.'s ( TSE:3198 ) earnings announcement last week didn't impress shareholders. However, our...
Reported Earnings • Apr 15Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥47.58 (down from JP¥65.14 in FY 2025). Revenue: JP¥31.1b (up 2.4% from FY 2025). Net income: JP¥1.09b (down 27% from FY 2025). Profit margin: 3.5% (down from 4.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Apr 14SFP Holdings Co., Ltd., Annual General Meeting, May 21, 2026SFP Holdings Co., Ltd., Annual General Meeting, May 21, 2026.
공시 • Apr 03SFP Holdings Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026SFP Holdings Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.9%).
공시 • May 09SFP Holdings Co., Ltd. to Report Q1, 2027 Results on Jul 14, 2026SFP Holdings Co., Ltd. announced that they will report Q1, 2027 results on Jul 14, 2026
분석 기사 • Apr 21SFP Holdings' (TSE:3198) Soft Earnings Don't Show The Whole PictureSFP Holdings Co., Ltd.'s ( TSE:3198 ) earnings announcement last week didn't impress shareholders. However, our...
Reported Earnings • Apr 15Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥47.58 (down from JP¥65.14 in FY 2025). Revenue: JP¥31.1b (up 2.4% from FY 2025). Net income: JP¥1.09b (down 27% from FY 2025). Profit margin: 3.5% (down from 4.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Apr 14SFP Holdings Co., Ltd., Annual General Meeting, May 21, 2026SFP Holdings Co., Ltd., Annual General Meeting, May 21, 2026.
공시 • Apr 03SFP Holdings Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026SFP Holdings Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.9%).
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥6.80 (vs JP¥14.47 in 3Q 2025)Third quarter 2026 results: EPS: JP¥6.80 (down from JP¥14.47 in 3Q 2025). Revenue: JP¥7.41b (up 1.8% from 3Q 2025). Net income: JP¥155.0m (down 53% from 3Q 2025). Profit margin: 2.1% (down from 4.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jan 14SFP Holdings (TSE:3198) Is Due To Pay A Dividend Of ¥14.00SFP Holdings Co., Ltd. ( TSE:3198 ) has announced that it will pay a dividend of ¥14.00 per share on the 7th of May...
공시 • Jan 14Sfp Holdings Co., Ltd. Provides Year-End Dividend guidance for the Fiscal Year Ending February 28, 2026SFP Holdings Co., Ltd. provided Year-End Dividend guidance of JPY 14 per share for the Fiscal year ending February 28, 2026 as compared to last year dividend of JPY 13 per share.
분석 기사 • Nov 11SFP Holdings (TSE:3198) Is Due To Pay A Dividend Of ¥14.00SFP Holdings Co., Ltd. ( TSE:3198 ) will pay a dividend of ¥14.00 on the 7th of May. This takes the dividend yield to...
Declared Dividend • Nov 11First half dividend of JP¥14.00 announcedShareholders will receive a dividend of JP¥14.00. Ex-date: 26th February 2026 Payment date: 7th May 2026 Dividend yield will be 1.4%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 50% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 01SFP Holdings Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026SFP Holdings Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026
분석 기사 • Oct 17SFP Holdings Co., Ltd. (TSE:3198) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?SFP Holdings Co., Ltd. ( TSE:3198 ) last week reported its latest half-yearly results, which makes it a good time for...
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥6.32 (vs JP¥10.00 in 2Q 2025)Second quarter 2026 results: EPS: JP¥6.32 (down from JP¥10.00 in 2Q 2025). Revenue: JP¥7.59b (up 3.1% from 2Q 2025). Net income: JP¥144.0m (down 37% from 2Q 2025). Profit margin: 1.9% (down from 3.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 28Now 20% undervaluedOver the last 90 days, the stock has risen 5.1% to JP¥2,245. The fair value is estimated to be JP¥2,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
분석 기사 • Aug 27SFP Holdings (TSE:3198) Will Pay A Larger Dividend Than Last Year At ¥14.00The board of SFP Holdings Co., Ltd. ( TSE:3198 ) has announced that it will be paying its dividend of ¥14.00 on the...
공시 • Aug 27SFP Holdings Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025SFP Holdings Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025
Upcoming Dividend • Aug 21Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 10 November 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.7%).
분석 기사 • Jul 17SFP Holdings (TSE:3198) Will Pay A Larger Dividend Than Last Year At ¥14.00The board of SFP Holdings Co., Ltd. ( TSE:3198 ) has announced that it will be paying its dividend of ¥14.00 on the...
Reported Earnings • Jul 15First quarter 2026 earnings released: EPS: JP¥17.06 (vs JP¥20.93 in 1Q 2025)First quarter 2026 results: EPS: JP¥17.06 (down from JP¥20.93 in 1Q 2025). Revenue: JP¥7.75b (up 1.0% from 1Q 2025). Net income: JP¥389.0m (down 18% from 1Q 2025). Profit margin: 5.0% (down from 6.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jun 21Now 20% undervaluedOver the last 90 days, the stock has risen 6.1% to JP¥2,225. The fair value is estimated to be JP¥2,798, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 7.6%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
분석 기사 • Jun 18SFP Holdings (TSE:3198) Is Paying Out A Larger Dividend Than Last YearSFP Holdings Co., Ltd. ( TSE:3198 ) will increase its dividend from last year's comparable payment on the 10th of...
Declared Dividend • Jun 18Final dividend increased to JP¥14.00Dividend of JP¥14.00 is 7.7% higher than last year. Ex-date: 28th August 2025 Payment date: 10th November 2025 Dividend yield will be 1.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Apr 26SFP Holdings Co., Ltd. to Report Q1, 2026 Results on Jul 14, 2025SFP Holdings Co., Ltd. announced that they will report Q1, 2026 results on Jul 14, 2025
Buy Or Sell Opportunity • Apr 24Now 22% undervaluedOver the last 90 days, the stock has risen 4.8% to JP¥2,191. The fair value is estimated to be JP¥2,794, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 7.6%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
분석 기사 • Apr 17Analyst Estimates: Here's What Brokers Think Of SFP Holdings Co., Ltd. (TSE:3198) After Its Annual ReportInvestors in SFP Holdings Co., Ltd. ( TSE:3198 ) had a good week, as its shares rose 7.5% to close at JP¥2,200...
공시 • Apr 16SFP Holdings Co., Ltd. Announces Year-End Dividend for the Current Fiscal Year 2025, Effective May 2, 2025SFP Holdings Co., Ltd. announced that it has resolved, at a meeting of the Board of Directors held on April 14, 2025, to pay dividends of surplus (year-end dividends) with a record date of February 28, 2025. Effective date is May 2, 2025. Dividend per share is JPY 13.00; Total amount of dividends: JPY 296,405,000. Effective date is May 2, 2025. Actual results for the fiscal year ended February 29, 2024 of JPY 12.00.
Reported Earnings • Apr 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥65.14 (down from JP¥70.98 in FY 2024). Revenue: JP¥30.4b (up 4.5% from FY 2024). Net income: JP¥1.49b (down 14% from FY 2024). Profit margin: 4.9% (down from 6.0% in FY 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 2.9%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Hospitality 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 16% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 14SFP Holdings Co., Ltd., Annual General Meeting, May 23, 2025SFP Holdings Co., Ltd., Annual General Meeting, May 23, 2025.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).
공시 • Feb 03SFP Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025SFP Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025
Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,195. The fair value is estimated to be JP¥1,811, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 5.8% in the next 2 years.
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥14.47 (vs JP¥8.42 in 3Q 2024)Third quarter 2025 results: EPS: JP¥14.47 (up from JP¥8.42 in 3Q 2024). Revenue: JP¥7.27b (up 3.5% from 3Q 2024). Net income: JP¥330.0m (up 69% from 3Q 2024). Profit margin: 4.5% (up from 2.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.
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.
공시 • Oct 26SFP Holdings Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025SFP Holdings Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025
분석 기사 • Oct 20SFP Holdings' (TSE:3198) Strong Earnings Are Of Good QualitySFP Holdings Co., Ltd. ( TSE:3198 ) just reported healthy earnings but the stock price didn't move much. Our analysis...
Major Estimate Revision • Oct 18Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥76.40 to JP¥67.10. Revenue forecast unchanged from JP¥30.2b at last update. Net income forecast to shrink 6.0% next year vs 13% growth forecast for Hospitality industry in Japan . Consensus price target down from JP¥2,700 to JP¥2,300. Share price was steady at JP¥1,905 over the past week.
Reported Earnings • Oct 16Second quarter 2025 earnings released: EPS: JP¥10.00 (vs JP¥6.32 in 2Q 2024)Second quarter 2025 results: EPS: JP¥10.00 (up from JP¥6.32 in 2Q 2024). Revenue: JP¥7.37b (up 3.3% from 2Q 2024). Net income: JP¥228.0m (up 40% from 2Q 2024). Profit margin: 3.1% (up from 2.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 11 November 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.8%).
Buy Or Sell Opportunity • Jul 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.0% to JP¥2,097. The fair value is estimated to be JP¥1,747, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
공시 • Jul 27SFP Holdings Co., Ltd. to Report Q2, 2025 Results on Oct 11, 2024SFP Holdings Co., Ltd. announced that they will report Q2, 2025 results on Oct 11, 2024
Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥20.93 (vs JP¥18.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥20.93. Revenue: JP¥7.67b (up 7.2% from 1Q 2024). Net income: JP¥477.0m (down 2.5% from 1Q 2024). Profit margin: 6.2% (down from 6.8% in 1Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan.
공시 • May 03SFP Holdings Co., Ltd. to Report Q1, 2025 Results on Jul 12, 2024SFP Holdings Co., Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024
분석 기사 • Apr 19Statutory Profit Doesn't Reflect How Good SFP Holdings' (TSE:3198) Earnings AreEven though SFP Holdings Co., Ltd.'s ( TSE:3198 ) recent earnings release was robust, the market didn't seem to notice...
Buy Or Sell Opportunity • Apr 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to JP¥1,925. The fair value is estimated to be JP¥2,430, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
분석 기사 • Apr 17SFP Holdings Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextLast week saw the newest annual earnings release from SFP Holdings Co., Ltd. ( TSE:3198 ), an important milestone in...
공시 • Apr 14SFP Holdings Co., Ltd., Annual General Meeting, May 24, 2024SFP Holdings Co., Ltd., Annual General Meeting, May 24, 2024.
Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥70.98 (up from JP¥21.29 in FY 2023). Revenue: JP¥29.1b (up 27% from FY 2023). Net income: JP¥1.73b (up 215% from FY 2023). Profit margin: 6.0% (up from 2.4% in FY 2023). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to JP¥1,939. The fair value is estimated to be JP¥2,434, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 214% in the next 2 years.
Buy Or Sell Opportunity • Mar 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,977. The fair value is estimated to be JP¥2,477, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 214% in the next 2 years.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 08 May 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.6%).
공시 • Jan 31SFP Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024SFP Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024
Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥8.42 (vs JP¥1.36 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.42 (up from JP¥1.36 loss in 3Q 2023). Revenue: JP¥7.02b (up 17% from 3Q 2023). Net income: JP¥195.0m (up JP¥230.0m from 3Q 2023). Profit margin: 2.8% (up from net loss in 3Q 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Dec 05Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be JP¥2,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 381% in the next 2 years.
Buying Opportunity • Nov 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.3%. The fair value is estimated to be JP¥2,846, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 381% in the next 2 years.
공시 • Oct 29SFP Holdings Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024SFP Holdings Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024
Reported Earnings • Oct 15Second quarter 2024 earnings released: EPS: JP¥6.32 (vs JP¥12.45 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.32 (up from JP¥12.45 loss in 2Q 2023). Revenue: JP¥7.13b (up 30% from 2Q 2023). Net income: JP¥163.0m (up JP¥484.0m from 2Q 2023). Profit margin: 2.3% (up from net loss in 2Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥10.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 13 November 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (0.5%).
공시 • Jul 30SFP Holdings Co., Ltd. to Report Q2, 2024 Results on Oct 13, 2023SFP Holdings Co., Ltd. announced that they will report Q2, 2024 results on Oct 13, 2023
공시 • Jul 22SFP Holdings Co., Ltd. (TSE:3198) announces an Equity Buyback for 3,300,100 shares, representing 12.8% for ¥6,534.2 million.SFP Holdings Co., Ltd. (TSE:3198) announces a share repurchase program. Under the program, the company will repurchase up to 3,300,100 shares (since the number of shares tendered exceeded the number of shares planned to be purchased, and as a result of unit adjustments based on a pro rata basis, the total number of shares to be purchased in the Board of Directors' resolution is one unit (100 shares) added to the number of shares planned to be purchased), representing 12.8% of its share capital, for ¥6,534.2 million at a price of ¥1,980 per share. The company will repurchase its shares in order to improve equity efficiency and return profits to shareholders. The share repurchase program will run until August 21, 2023. As of July 20, 2023, the company had 25,788,304 shares outstanding (excluding treasury shares) and 385 shares in treasury.
Reported Earnings • Jul 17First quarter 2024 earnings released: EPS: JP¥18.96 (vs JP¥43.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.96 (down from JP¥43.51 in 1Q 2023). Revenue: JP¥7.16b (up 55% from 1Q 2023). Net income: JP¥489.0m (down 56% from 1Q 2023). Profit margin: 6.8% (down from 24% in 1Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 30Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥21.29 (down from JP¥67.67 in FY 2022). Revenue: JP¥22.9b (up 120% from FY 2022). Net income: JP¥549.0m (down 69% from FY 2022). Profit margin: 2.4% (down from 17% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 30Price target increased by 35% to JP¥2,300Up from JP¥1,700, the current price target is provided by 1 analyst. New target price is 12% above last closing price of JP¥2,054. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥40.30 for next year compared to JP¥21.29 last year.
Reported Earnings • Apr 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥21.29 (down from JP¥67.67 in FY 2022). Revenue: JP¥22.9b (up 120% from FY 2022). Net income: JP¥549.0m (down 69% from FY 2022). Profit margin: 2.4% (down from 17% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥10.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).
공시 • Jan 31SFP Holdings Co., Ltd. to Report Fiscal Year 2023 Results on Apr 14, 2023SFP Holdings Co., Ltd. announced that they will report fiscal year 2023 results on Apr 14, 2023
Major Estimate Revision • Jan 20Consensus EPS estimates fall by 46%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥24.5b to JP¥22.9b. EPS estimate also fell from JP¥73.70 per share to JP¥39.60 per share. Net income forecast to grow 33% next year vs 8.0% growth forecast for Hospitality industry in Japan. Consensus price target down from JP¥1,700 to JP¥1,600. Share price was steady at JP¥1,736 over the past week.
Reported Earnings • Jan 14Third quarter 2023 earnings released: JP¥1.36 loss per share (vs JP¥50.06 profit in 3Q 2022)Third quarter 2023 results: JP¥1.36 loss per share (down from JP¥50.06 profit in 3Q 2022). Revenue: JP¥6.02b (up 92% from 3Q 2022). Net loss: JP¥35.0m (down 103% from profit in 3Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 16Price target increased to JP¥1,700Up from JP¥1,500, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,637. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥73.70 for next year compared to JP¥67.67 last year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. No independent directors (6 non-independent directors). Chairman of the Audit & Supervisory Board and External Director Kazuhiro Ando was the last 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: Lack of independent directors. Insufficient board refreshment.
공시 • Oct 30SFP Holdings Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023SFP Holdings Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023
Buying Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.0%. The fair value is estimated to be JP¥2,041, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 47% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 2.8% per annum over the same time period.
Reported Earnings • Oct 17Second quarter 2023 earnings released: JP¥12.45 loss per share (vs JP¥40.33 profit in 2Q 2022)Second quarter 2023 results: JP¥12.45 loss per share (down from JP¥40.33 profit in 2Q 2022). Revenue: JP¥5.50b (up 402% from 2Q 2022). Net loss: JP¥321.0m (down 131% from profit in 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Aug 03SFP Holdings Co., Ltd. to Report Q2, 2023 Results on Oct 14, 2022SFP Holdings Co., Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022
Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: JP¥43.51 (vs JP¥5.70 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥43.51 (up from JP¥5.70 loss in 1Q 2022). Revenue: JP¥4.63b (up 108% from 1Q 2022). Net income: JP¥1.12b (up JP¥1.27b from 1Q 2022). Profit margin: 24% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 99%, compared to a 47% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 01Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥67.67 (up from JP¥219 loss in FY 2021). Revenue: JP¥10.4b (down 40% from FY 2021). Net income: JP¥1.75b (up JP¥7.40b from FY 2021). Profit margin: 17% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 135%, compared to a 51% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
공시 • May 02SFP Holdings Co., Ltd. to Report Q1, 2023 Results on Jul 14, 2022SFP Holdings Co., Ltd. announced that they will report Q1, 2023 results on Jul 14, 2022
Price Target Changed • Apr 27Price target decreased to JP¥1,500Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 6.2% above last closing price of JP¥1,412. Stock is up 8.8% over the past year. The company is forecast to post earnings per share of JP¥69.80 for next year compared to JP¥67.67 last year.
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. 4 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chairman of the Audit & Supervisory Board and External Director Kazuhiro Ando was the last 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: Lack of independent directors. Insufficient board refreshment.
공시 • Apr 16SFP Holdings Co., Ltd., Annual General Meeting, May 26, 2022SFP Holdings Co., Ltd., Annual General Meeting, May 26, 2022.
Reported Earnings • Apr 15Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥67.67 (up from JP¥219 loss in FY 2021). Revenue: JP¥10.4b (down 40% from FY 2021). Net income: JP¥1.75b (up JP¥7.40b from FY 2021). Profit margin: 17% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 154%, compared to a 68% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
공시 • Feb 02SFP Holdings Co., Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022SFP Holdings Co., Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022
Reported Earnings • Jan 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥50.06 (up from JP¥47.02 loss in 3Q 2021). Revenue: JP¥3.14b (down 48% from 3Q 2021). Net income: JP¥1.29b (up JP¥2.50b from 3Q 2021). Profit margin: 41% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 35%. Earnings per share (EPS) exceeded analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the next year, revenue is forecast to grow 141%, compared to a 56% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
Price Target Changed • Oct 18Price target increased to JP¥2,000Up from JP¥1,800, the current price target is provided by 1 analyst. New target price is 29% above last closing price of JP¥1,555. Stock is up 15% over the past year.
Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS JP¥40.33 (vs JP¥32.16 loss in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥1.10b (down 77% from 2Q 2021). Net income: JP¥1.04b (up JP¥1.87b from 2Q 2021). Profit margin: 95% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 16First quarter 2022 earnings released: JP¥5.70 loss per share (vs JP¥56.84 loss in 1Q 2021)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2022 results: Revenue: JP¥2.23b (down 27% from 1Q 2021). Net loss: JP¥147.0m (loss narrowed 90% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 16Full year 2021 earnings released: JP¥219 loss per share (vs JP¥56.73 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥17.4b (down 57% from FY 2020). Net loss: JP¥5.65b (down 487% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 03New 90-day high: JP¥1,427The company is up 11% from its price of JP¥1,290 on 05 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 8.0% over the same period.
공시 • Feb 03SFP Holdings Co., Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021SFP Holdings Co., Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021
공시 • Jan 29SFP Holdings Co., Ltd. Revises Earnings Guidance for the Full Year Ending February 28, 2021SFP Holdings Co., Ltd. revised earnings guidance for the full year ending February 28, 2021. For the year, the company expects to report revenues of JPY 18,500 million, operating loss of JPY 4,300 million and net loss attributable to owners of the parent of JPY 3,800 million or JPY 147.42 per basic share compared to previous guidance of revenues of JPY 25,000 million, operating loss of JPY 2,500 million and net loss attributable to owners of the parent of JPY 1,300 million or JPY 50.48 per basic share for the same period.
Analyst Estimate Surprise Post Earnings • Jan 19Revenue and earnings miss expectationsRevenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 29%. Over the next year, revenue is forecast to grow 18%, compared to a 12% growth forecast for the Hospitality industry in Japan.
Analyst Estimate Surprise Post Earnings • Jan 16Revenue and earnings miss expectationsRevenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 29%. Over the next year, revenue is forecast to grow 18%, compared to a 12% growth forecast for the Hospitality industry in Japan.
Reported Earnings • Jan 15Third quarter 2021 earnings released: JP¥47.02 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥5.98b (down 38% from 3Q 2020). Net loss: JP¥1.21b (down JP¥1.45b from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 75% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 05New 90-day low: JP¥1,216The company is down 13% from its price of JP¥1,404 on 07 October 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Dec 17New 90-day low: JP¥1,261The company is down 13% from its price of JP¥1,447 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 9.0% over the same period.
Price Target Changed • Dec 01Price target lowered to JP¥1,700Down from JP¥2,100, the current price target is provided by 1 analyst. The new target price is 33% above the current share price of JP¥1,276. As of last close, the stock is down 42% over the past year.
공시 • Aug 29SFP Holdings Co., Ltd. to Report Q2, 2021 Results on Oct 14, 2020SFP Holdings Co., Ltd. announced that they will report Q2, 2021 results on Oct 14, 2020
