Saint Marc Holdings (3395) 주식 개요세인트 마크 홀딩스는 자회사를 통해 일본에서 레스토랑 및 카페 사업을 영위하고 있습니다. 자세히 보기3395 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장1/6과거 실적2/6재무 건전성4/6배당4/6강점공정 가치 추정치보다 낮은 67.2% 에서 거래수익은 매년 10.16% 증가할 것으로 예상됩니다.지난 5년 동안 수입이 매년 74.1% 증가했습니다.2.13% 의 안정적인 배당금을 지급합니다.위험 분석우리의 위험 점검에서 3395에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기3395 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW491,113 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 NarrativeBLINROAG491,113 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥2.53k1.8% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-8b111b2016201920222025202620282031Revenue JP¥111.1bEarnings JP¥3.4bAdvancedSet Fair ValueView all narrativesSaint Marc Holdings Co., Ltd. 경쟁사Sagami HoldingsSymbol: TSE:9900Market cap: JP¥52.8bOOTOYA HoldingsSymbol: TSE:2705Market cap: JP¥58.4bSRS HoldingsLtdSymbol: TSE:8163Market cap: JP¥52.3bGenki Global Dining ConceptsSymbol: TSE:9828Market cap: JP¥58.3b가격 이력 및 성과Saint Marc Holdings 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥2,532.0052주 최고가JP¥3,195.0052주 최저가JP¥2,352.00베타0.0921개월 변동3.81%3개월 변동-12.84%1년 변동6.12%3년 변동35.18%5년 변동57.76%IPO 이후 변동-42.71%최근 뉴스 및 업데이트공시 • Jun 19Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd. on June 17, 2026. For the period ending August 31, 2025, Trasparente Co., Ltd. reported total revenue of ¥794 million and EBIT of ¥4 million. As of August 31, 2025, Trasparente Co., Ltd. reported total assets of ¥371 million and total common equity of ¥57 million. The expected completion of the transaction is July 1, 2026.공시 • Jun 01+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2027 Results on Nov 12, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2027 results on Nov 12, 2026Major Estimate Revision • May 28Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥163 to JP¥135 per share. Revenue forecast steady at JP¥93.0b. Net income forecast to grow 7.2% next year vs 9.3% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,700 unchanged from last update. Share price fell 4.0% to JP¥2,499 over the past week.Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥125 (up from JP¥124 in FY 2025). Revenue: JP¥88.4b (up 25% from FY 2025). Net income: JP¥2.71b (up 6.5% from FY 2025). Profit margin: 3.1% (down from 3.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.공시 • May 09Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026더 많은 업데이트 보기Recent updates공시 • Jun 19Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd. on June 17, 2026. For the period ending August 31, 2025, Trasparente Co., Ltd. reported total revenue of ¥794 million and EBIT of ¥4 million. As of August 31, 2025, Trasparente Co., Ltd. reported total assets of ¥371 million and total common equity of ¥57 million. The expected completion of the transaction is July 1, 2026.공시 • Jun 01+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2027 Results on Nov 12, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2027 results on Nov 12, 2026Major Estimate Revision • May 28Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥163 to JP¥135 per share. Revenue forecast steady at JP¥93.0b. Net income forecast to grow 7.2% next year vs 9.3% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,700 unchanged from last update. Share price fell 4.0% to JP¥2,499 over the past week.Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥125 (up from JP¥124 in FY 2025). Revenue: JP¥88.4b (up 25% from FY 2025). Net income: JP¥2.71b (up 6.5% from FY 2025). Profit margin: 3.1% (down from 3.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.공시 • May 09Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Buy Or Sell Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock has risen 9.7% to JP¥2,955. The fair value is estimated to be JP¥3,740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).Price Target Changed • Mar 20Price target increased by 16% to JP¥3,700Up from JP¥3,200, the current price target is provided by 1 analyst. New target price is 21% above last closing price of JP¥3,065. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥115 for next year compared to JP¥124 last year.Buy Or Sell Opportunity • Mar 12Now 21% undervaluedOver the last 90 days, the stock has risen 16% to JP¥3,095. The fair value is estimated to be JP¥3,900, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.New Risk • Feb 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥38.22 (vs JP¥12.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.22 (up from JP¥12.30 in 3Q 2025). Revenue: JP¥22.4b (up 35% from 3Q 2025). Net income: JP¥820.3m (up 231% from 3Q 2025). Profit margin: 3.7% (up from 1.5% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.분석 기사 • Dec 10Saint Marc Holdings (TSE:3395) Is Paying Out A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 26th of June. Based on this payment...Declared Dividend • Dec 10First half dividend of JP¥26.00 announcedDividend of JP¥26.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 111% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Nov 27Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥86.3b to JP¥88.0b. EPS estimate increased from JP¥106 to JP¥119 per share. Net income forecast to grow 60% next year vs 12% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,200 unchanged from last update. Share price rose 4.5% to JP¥2,665 over the past week.Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥29.15 (vs JP¥27.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.15 (up from JP¥27.74 in 2Q 2025). Revenue: JP¥22.1b (up 30% from 2Q 2025). Net income: JP¥630.2m (up 11% from 2Q 2025). Profit margin: 2.8% (down from 3.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 9.3% 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 17% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.8%).분석 기사 • Sep 05What You Can Learn From Saint Marc Holdings Co., Ltd.'s (TSE:3395) P/EWith a price-to-earnings (or "P/E") ratio of 32.9x Saint Marc Holdings Co., Ltd. ( TSE:3395 ) may be sending very...분석 기사 • Aug 11Saint Marc Holdings (TSE:3395) Has Announced A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 10th of December. This means the annual...Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥19.09 (vs JP¥54.11 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.09 (down from JP¥54.11 in 1Q 2025). Revenue: JP¥21.4b (up 35% from 1Q 2025). Net income: JP¥417.8m (down 62% from 1Q 2025). Profit margin: 1.9% (down from 6.9% in 1Q 2025). Revenue is forecast to grow 9.4% 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 90% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 23Saint Marc Holdings (TSE:3395) Has Affirmed Its Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 10th of December. Based on this...분석 기사 • Jul 09Saint Marc Holdings (TSE:3395) Is Paying Out A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd.'s ( TSE:3395 ) investors are due to receive a payment of ¥26.00 per share on 10th of...Declared Dividend • Jul 09Final dividend of JP¥26.00 announcedDividend of JP¥26.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 2.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Jul 01We Think Saint Marc Holdings' (TSE:3395) Profit Is Only A Baseline For What They Can AchieveSaint Marc Holdings Co., Ltd. ( TSE:3395 ) just reported healthy earnings but the stock price didn't move much...Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥124 (up from JP¥47.44 in FY 2024). Revenue: JP¥70.9b (up 9.8% from FY 2024). Net income: JP¥2.54b (up 162% from FY 2024). Profit margin: 3.6% (up from 1.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 11% p.a. on average during the next 3 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 111% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Jun 03+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥124 (up from JP¥47.44 in FY 2024). Revenue: JP¥70.9b (up 9.8% from FY 2024). Net income: JP¥2.54b (up 162% from FY 2024). Profit margin: 3.6% (up from 1.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 111% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.공시 • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2025Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2025.공시 • Mar 27Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 54% 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 (0.8%).공시 • Feb 26Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 2,822,400 shares, for ¥6,499.99 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 2,822,400 shares, representing 13.80% of its issued share capital, for ¥6,499.99 million. The repurchase price will be ¥2,303 per share. The purpose of the program is to improve capital efficiency and enable the implementation of a flexible capital policy in response to changes in the business environment. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.Buy Or Sell Opportunity • Feb 17Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,333. The fair value is estimated to be JP¥2,972, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥12.30 (vs JP¥22.16 in 3Q 2024)Third quarter 2025 results: EPS: JP¥12.30 (down from JP¥22.16 in 3Q 2024). Revenue: JP¥16.6b (up 1.9% from 3Q 2024). Net income: JP¥248.0m (down 45% from 3Q 2024). Profit margin: 1.5% (down from 2.8% in 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 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 120% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Feb 14Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 4,000,000 shares, representing 19.56% for ¥10,400 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 4,000,000 shares, representing 19.56% of its issued share capital, for ¥10,400 million. The purpose of the program is to improve capital efficiency and enable flexible capital policies. The program will expire on February 28, 2025. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.분석 기사 • Nov 27We Think Saint Marc Holdings' (TSE:3395) Robust Earnings Are ConservativeEven though Saint Marc Holdings Co., Ltd.'s ( TSE:3395 ) recent earnings release was robust, the market didn't seem to...공시 • Nov 20Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. for ¥10.4 billion.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. for ¥10.4 billion on November 19, 2024. A cash consideration of ¥10.4 billion will be paid by Saint Marc Holdings Co., Ltd. As part of consideration, ¥10.4 billion is paid towards common equity of BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. The expected completion of the transaction is December 1, 2024 to December 10, 2024.공시 • Nov 19Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 500,000 shares, representing 2.45% for ¥1,175 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.45% of its issued share capital, for ¥ 1,175 million. The repurchase price will be ¥2,350 per share. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.Upcoming Dividend • Sep 20Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥54.09 (vs JP¥1.66 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥54.09 (up from JP¥1.66 loss in 1Q 2024). Revenue: JP¥15.9b (up 4.7% from 1Q 2024). Net income: JP¥1.11b (up JP¥1.14b from 1Q 2024). Profit margin: 6.9% (up from net loss in 1Q 2024). Revenue is forecast to grow 4.1% 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 114% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 29Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,126. The fair value is estimated to be JP¥1,766, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.공시 • Jun 02+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 05, 2025Saint Marc Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025Buy Or Sell Opportunity • May 21Now 20% overvaluedOver the last 90 days, the stock has fallen 4.5% to JP¥2,104. The fair value is estimated to be JP¥1,748, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.9% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.분석 기사 • May 21Shareholders Will Be Pleased With The Quality of Saint Marc Holdings' (TSE:3395) EarningsSaint Marc Holdings Co., Ltd. ( TSE:3395 ) just reported healthy earnings but the stock price didn't move much. Our...Reported Earnings • May 16Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥47.44 (up from JP¥20.12 in FY 2023). Revenue: JP¥64.6b (up 12% from FY 2023). Net income: JP¥969.0m (up 133% from FY 2023). Profit margin: 1.5% (up from 0.7% in FY 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • May 15Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024.공시 • Mar 28Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥22.16 (vs JP¥13.27 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.16 (up from JP¥13.27 in 3Q 2023). Revenue: JP¥16.3b (up 8.3% from 3Q 2023). Net income: JP¥452.0m (up 65% from 3Q 2023). Profit margin: 2.8% (up from 1.8% in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥27.08 (vs JP¥5.74 in 2Q 2023)Second quarter 2024 results: EPS: JP¥27.08 (up from JP¥5.74 in 2Q 2023). Revenue: JP¥16.3b (up 17% from 2Q 2023). Net income: JP¥552.0m (up 364% from 2Q 2023). Profit margin: 3.4% (up from 0.9% in 2Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.0% 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 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.5%).Reported Earnings • Aug 09First quarter 2024 earnings released: JP¥1.66 loss per share (vs JP¥13.17 profit in 1Q 2023)First quarter 2024 results: JP¥1.66 loss per share (down from JP¥13.17 profit in 1Q 2023). Revenue: JP¥15.2b (up 12% from 1Q 2023). Net loss: JP¥34.0m (down 113% from profit in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • May 31+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Saint Marc Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 14Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥20.12 (up from JP¥222 loss in FY 2022). Revenue: JP¥57.8b (up 21% from FY 2022). Net income: JP¥416.0m (up JP¥5.13b from FY 2022). Profit margin: 0.7% (up from net loss in FY 2022). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • May 14Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.97% for ¥450 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.97% for ¥450 million. The purpose of the program is to improve capital efficiency and enable flexible execution of capital policy in response to changes in the business environment. The plan will be valid till June 30, 2023. As of March 31, 2023, the company had 20,553,110 shares outstanding (excluding treasury stock) and 2,224,260 shares in treasury.공시 • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: JP¥13.27 (vs JP¥88.98 in 3Q 2022)Third quarter 2023 results: EPS: JP¥13.27 (down from JP¥88.98 in 3Q 2022). Revenue: JP¥15.0b (up 9.8% from 3Q 2022). Net income: JP¥274.0m (down 86% from 3Q 2022). Profit margin: 1.8% (down from 14% in 3Q 2022). Revenue is forecast to grow 4.1% 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 fallen by 9% per year whereas the company’s share price has fallen by 8% per year.Major Estimate Revision • Nov 26Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥55.25 to JP¥24.15 per share. Revenue forecast steady at JP¥56.2b. Net income forecast to shrink 63% next year vs 3.0% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.6% to JP¥1,723 over the past week.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥5.74 (vs JP¥262 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.74 (up from JP¥262 loss in 2Q 2022). Revenue: JP¥13.9b (up 21% from 2Q 2022). Net income: JP¥119.0m (up JP¥5.71b from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.4% 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 fallen by 39% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Outside Audit & Supervisory Board Member Kazuyoshi Fukuhara is the most experienced director on the board, commencing their role in 2005. Independent Outside Director Shinya Kitagawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥5.74 (vs JP¥262 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.74 (up from JP¥262 loss in 2Q 2022). Revenue: JP¥13.9b (up 21% from 2Q 2022). Net income: JP¥119.0m (up JP¥5.71b from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.4% 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 fallen by 39% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.공시 • Nov 12Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.96% for ¥350 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.96% for ¥350 million. The purpose of the program is to enable the implementation of a flexible capital policy in response to changes in the business environment. The plan will be valid till December 30, 2022. As of September 30, 2022, the company had 20,753,240 shares outstanding and 2,024,130 shares in treasury.Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.5%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥13.17 (vs JP¥7.23 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥13.17 (up from JP¥7.23 loss in 1Q 2022). Revenue: JP¥13.6b (up 30% from 1Q 2022). Net income: JP¥273.0m (up JP¥427.0m from 1Q 2022). Profit margin: 2.0% (up from net loss in 1Q 2022). Over the next year, revenue is forecast to grow 12%, compared to a 38% 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 58 percentage points per year, which is a significant difference in performance.공시 • May 22+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • May 18Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: JP¥222 loss per share (up from JP¥378 loss in FY 2021). Revenue: JP¥47.7b (up 8.5% from FY 2021). Net loss: JP¥4.71b (loss narrowed 42% from FY 2021). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 21%, compared to a 49% 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 70 percentage points per year, which is a significant difference in performance.공시 • May 15Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022.Price Target Changed • Apr 27Price target decreased to JP¥1,500Down from JP¥1,650, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,459. Stock is down 14% over the past year. The company is forecast to post a net loss per share of JP¥199 next year compared to a net loss per share of JP¥378 last year.Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Outside Audit & Supervisory Board Member Tatsuhiko Ishii is the most experienced director on the board, commencing their role in 2005. Independent Outside Director Watanabe Katsushi was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Apr 07Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).공시 • Feb 18Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.94% for ¥324.4 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.94% for ¥324.4 million. The purpose of the program is to enable the implementation of a flexible capital policy in response to changes in the business environment. The plan will be valid till February 17, 2022. As of December 31, 2021, the company had 21,330,702 shares outstanding and 1,446,668 shares in treasury.Price Target Changed • Feb 10Price target decreased to JP¥1,500Down from JP¥1,650, the current price target is an average from 2 analysts. New target price is 6.5% below last closing price of JP¥1,605. Stock is up 1.8% over the past year. The company is forecast to post a net loss per share of JP¥199 next year compared to a net loss per share of JP¥378 last year.Reported Earnings • Feb 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥88.98 (up from JP¥0.66 loss in 3Q 2021). Revenue: JP¥13.7b (flat on 3Q 2021). Net income: JP¥1.90b (up JP¥1.91b from 3Q 2021). Profit margin: 14% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 18%, compared to a 67% 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 83 percentage points per year, which is a significant difference in performance.Price Target Changed • Nov 23Price target decreased to JP¥1,550Down from JP¥1,950, the current price target is an average from 2 analysts. New target price is 6.5% above last closing price of JP¥1,456. Stock is down 2.0% over the past year. The company is forecast to post a net loss per share of JP¥211 next year compared to a net loss per share of JP¥378 last year.Reported Earnings • Nov 13Second quarter 2022 earnings released: JP¥262 loss per share (vs JP¥104 loss in 2Q 2021)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2022 results: Revenue: JP¥11.5b (down 11% from 2Q 2021). Net loss: JP¥5.59b (loss widened 152% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 10 December 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (0.5%).Reported Earnings • Aug 09First quarter 2022 earnings released: JP¥7.23 loss per share (vs JP¥169 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥10.4b (up 94% from 1Q 2021). Net loss: JP¥154.0m (loss narrowed 96% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.공시 • Jun 08Saint Marc Holdings Co., Ltd. announced that it has received ¥16.80504 million in funding from AAGS S2, LPOn June 7, 2021, Saint Marc Holdings Co., Ltd. (TSE:3395) closed the transaction.공시 • May 21Saint Marc Holdings Co., Ltd. announced that it expects to receive ¥16.80504 million in funding from AAGS S2, LPSaint Marc Holdings Co., Ltd. (TSE:3395) announced a private placement of 5,716 series 8th stock acquisition rights at a price of ¥2,940 per right for gross proceeds of ¥16,805,040 with AAGS S2, LP on May 20, 2021. The rights are exercisable at ¥1,662 per share between June 15, 2021 to June 12, 2026. The investor will acquire 16.45% stake upon exercise. The expected closing date is June 7, 2021 and payment date is June 14, 2021. The transaction is approved by the board of directors of the company.Reported Earnings • May 16Full year 2021 earnings released: JP¥378 loss per share (vs JP¥69.76 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¥44.0b (down 36% from FY 2020). Net loss: JP¥8.06b (down JP¥9.55b 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 83 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (0.5%).Price Target Changed • Feb 23Price target raised to JP¥1,750Up from JP¥1,600, the current price target is an average from 2 analysts. The new target price is 7.6% above the current share price of JP¥1,626. As of last close, the stock is down 22% over the past year.Is New 90 Day High Low • Feb 08New 90-day high: JP¥1,615The company is up 3.0% from its price of JP¥1,566 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,505 per share.Reported Earnings • Feb 07Third quarter 2021 earnings released: JP¥0.66 loss per share (vs JP¥29.71 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥13.7b (down 22% from 3Q 2020). Net loss: JP¥14.0m (down 102% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 87% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.7%. Earnings per share (EPS) also missed analyst estimates by 47%. Over the next year, revenue is forecast to grow 16%, compared to a 42% growth forecast for the Hospitality industry in Japan.Is New 90 Day High Low • Dec 22New 90-day low: JP¥1,390The company is down 13% from its price of JP¥1,593 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,579 per share.Is New 90 Day High Low • Dec 01New 90-day low: JP¥1,406The company is down 12% from its price of JP¥1,602 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,297 per share.주주 수익률3395JP HospitalityJP 시장7D-0.1%2.5%-0.9%1Y6.1%-11.7%42.9%전체 주주 수익률 보기수익률 대 산업: 3395은 지난 1년 동안 -11.7%의 수익을 기록한 JP Hospitality 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 3395은 지난 1년 동안 42.9%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 3395's price volatile compared to industry and market?3395 volatility3395 Average Weekly Movement2.8%Hospitality Industry Average Movement3.4%Market Average Movement4.2%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%안정적인 주가: 3395는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 3395의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19891,229Yuki Fujikawawww.saint-marc-hd.com세인트 마크 홀딩스는 자회사를 통해 일본에서 레스토랑 및 카페 사업을 영위하고 있습니다. 이 회사는 1989년에 설립되었으며 일본 오카야마에 본사를 두고 있습니다.더 보기Saint Marc Holdings Co., Ltd. 기초 지표 요약Saint Marc Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?3395 기초 통계시가총액JP¥54.28b순이익 (TTM)JP¥2.71b매출 (TTM)JP¥88.43b20.1x주가수익비율(P/E)0.6x주가매출비율(P/S)3395는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표3395 손익계산서 (TTM)매출JP¥88.43b매출원가JP¥23.70b총이익JP¥64.73b기타 비용JP¥62.03b순이익JP¥2.71b최근 보고된 실적Mar 31, 2026다음 실적 발표일Aug 05, 2026주당순이익(EPS)126.18총이익률73.20%순이익률3.06%부채/자본 비율65.3%3395의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.1%현재 배당 수익률45%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/11 03:04종가2026/07/10 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 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 소스Saint Marc Holdings Co., Ltd.는 7명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masao OkadaCitigroup IncJiro KojimaDaiwa Securities Co. Ltd.Seiichiro SamejimaIchiyoshi Research Institute Inc.4명의 분석가 더 보기
공시 • Jun 19Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd. on June 17, 2026. For the period ending August 31, 2025, Trasparente Co., Ltd. reported total revenue of ¥794 million and EBIT of ¥4 million. As of August 31, 2025, Trasparente Co., Ltd. reported total assets of ¥371 million and total common equity of ¥57 million. The expected completion of the transaction is July 1, 2026.
공시 • Jun 01+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2027 Results on Nov 12, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2027 results on Nov 12, 2026
Major Estimate Revision • May 28Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥163 to JP¥135 per share. Revenue forecast steady at JP¥93.0b. Net income forecast to grow 7.2% next year vs 9.3% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,700 unchanged from last update. Share price fell 4.0% to JP¥2,499 over the past week.
Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥125 (up from JP¥124 in FY 2025). Revenue: JP¥88.4b (up 25% from FY 2025). Net income: JP¥2.71b (up 6.5% from FY 2025). Profit margin: 3.1% (down from 3.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.
공시 • May 09Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
공시 • Jun 19Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire Trasparente Co., Ltd. from INFINITYCAPITAL Co., Ltd. on June 17, 2026. For the period ending August 31, 2025, Trasparente Co., Ltd. reported total revenue of ¥794 million and EBIT of ¥4 million. As of August 31, 2025, Trasparente Co., Ltd. reported total assets of ¥371 million and total common equity of ¥57 million. The expected completion of the transaction is July 1, 2026.
공시 • Jun 01+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2027 Results on Nov 12, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2027 results on Nov 12, 2026
Major Estimate Revision • May 28Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate fell from JP¥163 to JP¥135 per share. Revenue forecast steady at JP¥93.0b. Net income forecast to grow 7.2% next year vs 9.3% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,700 unchanged from last update. Share price fell 4.0% to JP¥2,499 over the past week.
Reported Earnings • May 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥125 (up from JP¥124 in FY 2025). Revenue: JP¥88.4b (up 25% from FY 2025). Net income: JP¥2.71b (up 6.5% from FY 2025). Profit margin: 3.1% (down from 3.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.
공시 • May 09Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Buy Or Sell Opportunity • Apr 06Now 21% undervaluedOver the last 90 days, the stock has risen 9.7% to JP¥2,955. The fair value is estimated to be JP¥3,740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.9%).
Price Target Changed • Mar 20Price target increased by 16% to JP¥3,700Up from JP¥3,200, the current price target is provided by 1 analyst. New target price is 21% above last closing price of JP¥3,065. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥115 for next year compared to JP¥124 last year.
Buy Or Sell Opportunity • Mar 12Now 21% undervaluedOver the last 90 days, the stock has risen 16% to JP¥3,095. The fair value is estimated to be JP¥3,900, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.
New Risk • Feb 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥38.22 (vs JP¥12.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.22 (up from JP¥12.30 in 3Q 2025). Revenue: JP¥22.4b (up 35% from 3Q 2025). Net income: JP¥820.3m (up 231% from 3Q 2025). Profit margin: 3.7% (up from 1.5% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
분석 기사 • Dec 10Saint Marc Holdings (TSE:3395) Is Paying Out A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 26th of June. Based on this payment...
Declared Dividend • Dec 10First half dividend of JP¥26.00 announcedDividend of JP¥26.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 111% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Nov 27Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥86.3b to JP¥88.0b. EPS estimate increased from JP¥106 to JP¥119 per share. Net income forecast to grow 60% next year vs 12% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥3,200 unchanged from last update. Share price rose 4.5% to JP¥2,665 over the past week.
Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥29.15 (vs JP¥27.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.15 (up from JP¥27.74 in 2Q 2025). Revenue: JP¥22.1b (up 30% from 2Q 2025). Net income: JP¥630.2m (up 11% from 2Q 2025). Profit margin: 2.8% (down from 3.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 9.3% 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 17% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.8%).
분석 기사 • Sep 05What You Can Learn From Saint Marc Holdings Co., Ltd.'s (TSE:3395) P/EWith a price-to-earnings (or "P/E") ratio of 32.9x Saint Marc Holdings Co., Ltd. ( TSE:3395 ) may be sending very...
분석 기사 • Aug 11Saint Marc Holdings (TSE:3395) Has Announced A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 10th of December. This means the annual...
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥19.09 (vs JP¥54.11 in 1Q 2025)First quarter 2026 results: EPS: JP¥19.09 (down from JP¥54.11 in 1Q 2025). Revenue: JP¥21.4b (up 35% from 1Q 2025). Net income: JP¥417.8m (down 62% from 1Q 2025). Profit margin: 1.9% (down from 6.9% in 1Q 2025). Revenue is forecast to grow 9.4% 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 90% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 23Saint Marc Holdings (TSE:3395) Has Affirmed Its Dividend Of ¥26.00Saint Marc Holdings Co., Ltd. ( TSE:3395 ) will pay a dividend of ¥26.00 on the 10th of December. Based on this...
분석 기사 • Jul 09Saint Marc Holdings (TSE:3395) Is Paying Out A Dividend Of ¥26.00Saint Marc Holdings Co., Ltd.'s ( TSE:3395 ) investors are due to receive a payment of ¥26.00 per share on 10th of...
Declared Dividend • Jul 09Final dividend of JP¥26.00 announcedDividend of JP¥26.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 2.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Jul 01We Think Saint Marc Holdings' (TSE:3395) Profit Is Only A Baseline For What They Can AchieveSaint Marc Holdings Co., Ltd. ( TSE:3395 ) just reported healthy earnings but the stock price didn't move much...
Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥124 (up from JP¥47.44 in FY 2024). Revenue: JP¥70.9b (up 9.8% from FY 2024). Net income: JP¥2.54b (up 162% from FY 2024). Profit margin: 3.6% (up from 1.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 11% p.a. on average during the next 3 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 111% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Jun 03+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Saint Marc Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026
Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥124 (up from JP¥47.44 in FY 2024). Revenue: JP¥70.9b (up 9.8% from FY 2024). Net income: JP¥2.54b (up 162% from FY 2024). Profit margin: 3.6% (up from 1.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 111% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
공시 • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2025Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 25, 2025.
공시 • Mar 27Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 54% 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 (0.8%).
공시 • Feb 26Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 2,822,400 shares, for ¥6,499.99 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 2,822,400 shares, representing 13.80% of its issued share capital, for ¥6,499.99 million. The repurchase price will be ¥2,303 per share. The purpose of the program is to improve capital efficiency and enable the implementation of a flexible capital policy in response to changes in the business environment. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.
Buy Or Sell Opportunity • Feb 17Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,333. The fair value is estimated to be JP¥2,972, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥12.30 (vs JP¥22.16 in 3Q 2024)Third quarter 2025 results: EPS: JP¥12.30 (down from JP¥22.16 in 3Q 2024). Revenue: JP¥16.6b (up 1.9% from 3Q 2024). Net income: JP¥248.0m (down 45% from 3Q 2024). Profit margin: 1.5% (down from 2.8% in 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 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 120% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Feb 14Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 4,000,000 shares, representing 19.56% for ¥10,400 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 4,000,000 shares, representing 19.56% of its issued share capital, for ¥10,400 million. The purpose of the program is to improve capital efficiency and enable flexible capital policies. The program will expire on February 28, 2025. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.
분석 기사 • Nov 27We Think Saint Marc Holdings' (TSE:3395) Robust Earnings Are ConservativeEven though Saint Marc Holdings Co., Ltd.'s ( TSE:3395 ) recent earnings release was robust, the market didn't seem to...
공시 • Nov 20Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. for ¥10.4 billion.Saint Marc Holdings Co., Ltd. (TSE:3395) agreed to acquire BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. for ¥10.4 billion on November 19, 2024. A cash consideration of ¥10.4 billion will be paid by Saint Marc Holdings Co., Ltd. As part of consideration, ¥10.4 billion is paid towards common equity of BQ International Co., Ltd./B-class Gourmet Research Institute Holdings Co., Ltd. The expected completion of the transaction is December 1, 2024 to December 10, 2024.
공시 • Nov 19Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 500,000 shares, representing 2.45% for ¥1,175 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.45% of its issued share capital, for ¥ 1,175 million. The repurchase price will be ¥2,350 per share. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment. As of September 30, 2024, the company had 20,448,858 shares (excluding treasury stock) and 2,328,512 shares in treasury.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥54.09 (vs JP¥1.66 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥54.09 (up from JP¥1.66 loss in 1Q 2024). Revenue: JP¥15.9b (up 4.7% from 1Q 2024). Net income: JP¥1.11b (up JP¥1.14b from 1Q 2024). Profit margin: 6.9% (up from net loss in 1Q 2024). Revenue is forecast to grow 4.1% 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 114% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 29Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,126. The fair value is estimated to be JP¥1,766, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
공시 • Jun 02+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 05, 2025Saint Marc Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025
Buy Or Sell Opportunity • May 21Now 20% overvaluedOver the last 90 days, the stock has fallen 4.5% to JP¥2,104. The fair value is estimated to be JP¥1,748, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.9% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.
분석 기사 • May 21Shareholders Will Be Pleased With The Quality of Saint Marc Holdings' (TSE:3395) EarningsSaint Marc Holdings Co., Ltd. ( TSE:3395 ) just reported healthy earnings but the stock price didn't move much. Our...
Reported Earnings • May 16Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥47.44 (up from JP¥20.12 in FY 2023). Revenue: JP¥64.6b (up 12% from FY 2023). Net income: JP¥969.0m (up 133% from FY 2023). Profit margin: 1.5% (up from 0.7% in FY 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • May 15Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024.
공시 • Mar 28Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%).
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥22.16 (vs JP¥13.27 in 3Q 2023)Third quarter 2024 results: EPS: JP¥22.16 (up from JP¥13.27 in 3Q 2023). Revenue: JP¥16.3b (up 8.3% from 3Q 2023). Net income: JP¥452.0m (up 65% from 3Q 2023). Profit margin: 2.8% (up from 1.8% in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥27.08 (vs JP¥5.74 in 2Q 2023)Second quarter 2024 results: EPS: JP¥27.08 (up from JP¥5.74 in 2Q 2023). Revenue: JP¥16.3b (up 17% from 2Q 2023). Net income: JP¥552.0m (up 364% from 2Q 2023). Profit margin: 3.4% (up from 0.9% in 2Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.0% 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 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.5%).
Reported Earnings • Aug 09First quarter 2024 earnings released: JP¥1.66 loss per share (vs JP¥13.17 profit in 1Q 2023)First quarter 2024 results: JP¥1.66 loss per share (down from JP¥13.17 profit in 1Q 2023). Revenue: JP¥15.2b (up 12% from 1Q 2023). Net loss: JP¥34.0m (down 113% from profit in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • May 31+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Saint Marc Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 14Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥20.12 (up from JP¥222 loss in FY 2022). Revenue: JP¥57.8b (up 21% from FY 2022). Net income: JP¥416.0m (up JP¥5.13b from FY 2022). Profit margin: 0.7% (up from net loss in FY 2022). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • May 14Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.97% for ¥450 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.97% for ¥450 million. The purpose of the program is to improve capital efficiency and enable flexible execution of capital policy in response to changes in the business environment. The plan will be valid till June 30, 2023. As of March 31, 2023, the company had 20,553,110 shares outstanding (excluding treasury stock) and 2,224,260 shares in treasury.
공시 • May 13Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).
Reported Earnings • Feb 08Third quarter 2023 earnings released: EPS: JP¥13.27 (vs JP¥88.98 in 3Q 2022)Third quarter 2023 results: EPS: JP¥13.27 (down from JP¥88.98 in 3Q 2022). Revenue: JP¥15.0b (up 9.8% from 3Q 2022). Net income: JP¥274.0m (down 86% from 3Q 2022). Profit margin: 1.8% (down from 14% in 3Q 2022). Revenue is forecast to grow 4.1% 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 fallen by 9% per year whereas the company’s share price has fallen by 8% per year.
Major Estimate Revision • Nov 26Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥55.25 to JP¥24.15 per share. Revenue forecast steady at JP¥56.2b. Net income forecast to shrink 63% next year vs 3.0% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.6% to JP¥1,723 over the past week.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥5.74 (vs JP¥262 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.74 (up from JP¥262 loss in 2Q 2022). Revenue: JP¥13.9b (up 21% from 2Q 2022). Net income: JP¥119.0m (up JP¥5.71b from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.4% 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 fallen by 39% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Outside Audit & Supervisory Board Member Kazuyoshi Fukuhara is the most experienced director on the board, commencing their role in 2005. Independent Outside Director Shinya Kitagawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥5.74 (vs JP¥262 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.74 (up from JP¥262 loss in 2Q 2022). Revenue: JP¥13.9b (up 21% from 2Q 2022). Net income: JP¥119.0m (up JP¥5.71b from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.4% 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 fallen by 39% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
공시 • Nov 12Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.96% for ¥350 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.96% for ¥350 million. The purpose of the program is to enable the implementation of a flexible capital policy in response to changes in the business environment. The plan will be valid till December 30, 2022. As of September 30, 2022, the company had 20,753,240 shares outstanding and 2,024,130 shares in treasury.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.5%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥13.17 (vs JP¥7.23 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥13.17 (up from JP¥7.23 loss in 1Q 2022). Revenue: JP¥13.6b (up 30% from 1Q 2022). Net income: JP¥273.0m (up JP¥427.0m from 1Q 2022). Profit margin: 2.0% (up from net loss in 1Q 2022). Over the next year, revenue is forecast to grow 12%, compared to a 38% 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 58 percentage points per year, which is a significant difference in performance.
공시 • May 22+ 2 more updatesSaint Marc Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Saint Marc Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • May 18Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: JP¥222 loss per share (up from JP¥378 loss in FY 2021). Revenue: JP¥47.7b (up 8.5% from FY 2021). Net loss: JP¥4.71b (loss narrowed 42% from FY 2021). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 21%, compared to a 49% 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 70 percentage points per year, which is a significant difference in performance.
공시 • May 15Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022Saint Marc Holdings Co., Ltd., Annual General Meeting, Jun 23, 2022.
Price Target Changed • Apr 27Price target decreased to JP¥1,500Down from JP¥1,650, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥1,459. Stock is down 14% over the past year. The company is forecast to post a net loss per share of JP¥199 next year compared to a net loss per share of JP¥378 last year.
Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (7 non-independent directors). Outside Audit & Supervisory Board Member Tatsuhiko Ishii is the most experienced director on the board, commencing their role in 2005. Independent Outside Director Watanabe Katsushi was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Apr 07Saint Marc Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Saint Marc Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).
공시 • Feb 18Saint Marc Holdings Co., Ltd. (TSE:3395) announces an Equity Buyback for 200,000 shares, representing 0.94% for ¥324.4 million.Saint Marc Holdings Co., Ltd. (TSE:3395) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.94% for ¥324.4 million. The purpose of the program is to enable the implementation of a flexible capital policy in response to changes in the business environment. The plan will be valid till February 17, 2022. As of December 31, 2021, the company had 21,330,702 shares outstanding and 1,446,668 shares in treasury.
Price Target Changed • Feb 10Price target decreased to JP¥1,500Down from JP¥1,650, the current price target is an average from 2 analysts. New target price is 6.5% below last closing price of JP¥1,605. Stock is up 1.8% over the past year. The company is forecast to post a net loss per share of JP¥199 next year compared to a net loss per share of JP¥378 last year.
Reported Earnings • Feb 07Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥88.98 (up from JP¥0.66 loss in 3Q 2021). Revenue: JP¥13.7b (flat on 3Q 2021). Net income: JP¥1.90b (up JP¥1.91b from 3Q 2021). Profit margin: 14% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 8.4%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 18%, compared to a 67% 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 83 percentage points per year, which is a significant difference in performance.
Price Target Changed • Nov 23Price target decreased to JP¥1,550Down from JP¥1,950, the current price target is an average from 2 analysts. New target price is 6.5% above last closing price of JP¥1,456. Stock is down 2.0% over the past year. The company is forecast to post a net loss per share of JP¥211 next year compared to a net loss per share of JP¥378 last year.
Reported Earnings • Nov 13Second quarter 2022 earnings released: JP¥262 loss per share (vs JP¥104 loss in 2Q 2021)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2022 results: Revenue: JP¥11.5b (down 11% from 2Q 2021). Net loss: JP¥5.59b (loss widened 152% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 10 December 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (0.5%).
Reported Earnings • Aug 09First quarter 2022 earnings released: JP¥7.23 loss per share (vs JP¥169 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥10.4b (up 94% from 1Q 2021). Net loss: JP¥154.0m (loss narrowed 96% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
공시 • Jun 08Saint Marc Holdings Co., Ltd. announced that it has received ¥16.80504 million in funding from AAGS S2, LPOn June 7, 2021, Saint Marc Holdings Co., Ltd. (TSE:3395) closed the transaction.
공시 • May 21Saint Marc Holdings Co., Ltd. announced that it expects to receive ¥16.80504 million in funding from AAGS S2, LPSaint Marc Holdings Co., Ltd. (TSE:3395) announced a private placement of 5,716 series 8th stock acquisition rights at a price of ¥2,940 per right for gross proceeds of ¥16,805,040 with AAGS S2, LP on May 20, 2021. The rights are exercisable at ¥1,662 per share between June 15, 2021 to June 12, 2026. The investor will acquire 16.45% stake upon exercise. The expected closing date is June 7, 2021 and payment date is June 14, 2021. The transaction is approved by the board of directors of the company.
Reported Earnings • May 16Full year 2021 earnings released: JP¥378 loss per share (vs JP¥69.76 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¥44.0b (down 36% from FY 2020). Net loss: JP¥8.06b (down JP¥9.55b 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 83 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (0.5%).
Price Target Changed • Feb 23Price target raised to JP¥1,750Up from JP¥1,600, the current price target is an average from 2 analysts. The new target price is 7.6% above the current share price of JP¥1,626. As of last close, the stock is down 22% over the past year.
Is New 90 Day High Low • Feb 08New 90-day high: JP¥1,615The company is up 3.0% from its price of JP¥1,566 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,505 per share.
Reported Earnings • Feb 07Third quarter 2021 earnings released: JP¥0.66 loss per share (vs JP¥29.71 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥13.7b (down 22% from 3Q 2020). Net loss: JP¥14.0m (down 102% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 87% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 0.7%. Earnings per share (EPS) also missed analyst estimates by 47%. Over the next year, revenue is forecast to grow 16%, compared to a 42% growth forecast for the Hospitality industry in Japan.
Is New 90 Day High Low • Dec 22New 90-day low: JP¥1,390The company is down 13% from its price of JP¥1,593 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,579 per share.
Is New 90 Day High Low • Dec 01New 90-day low: JP¥1,406The company is down 12% from its price of JP¥1,602 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,297 per share.
