View Future GrowthSaizeriyaLtd 과거 순이익 실적과거 기준 점검 4/6SaizeriyaLtd은 연평균 36.4%의 비율로 수입이 증가해 온 반면, Hospitality 산업은 수입이 37.2% 증가했습니다. 매출은 연평균 18.2%의 비율로 증가했습니다. SaizeriyaLtd의 자기자본이익률은 9.6%이고 순이익률은 4.4%입니다.핵심 정보36.44%순이익 성장률36.31%주당순이익(EPS) 성장률Hospitality 산업 성장률7.31%매출 성장률18.21%자기자본이익률9.59%순이익률4.36%다음 순이익 업데이트14 Jul 2026최근 과거 실적 업데이트공시 • Apr 02Saizeriya Co.,Ltd. to Report Q2, 2026 Results on Apr 08, 2026Saizeriya Co.,Ltd. announced that they will report Q2, 2026 results on Apr 08, 2026Reported Earnings • Jan 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥62.94 (up from JP¥47.54 in 1Q 2025). Revenue: JP¥70.3b (up 16% from 1Q 2025). Net income: JP¥3.09b (up 32% from 1Q 2025). Profit margin: 4.4% (up from 3.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 6.3% 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 45% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.공시 • Nov 04Saizeriya Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026Saizeriya Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026Reported Earnings • Oct 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥227 (up from JP¥166 in FY 2024). Revenue: JP¥256.7b (up 14% from FY 2024). Net income: JP¥11.2b (up 37% from FY 2024). Profit margin: 4.3% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.6%. Revenue is forecast to grow 5.5% 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 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.공시 • Aug 01Saizeriya Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025Saizeriya Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025Reported Earnings • Jul 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥63.51 (up from JP¥53.50 in 3Q 2024). Revenue: JP¥66.8b (up 14% from 3Q 2024). Net income: JP¥3.12b (up 19% from 3Q 2024). Profit margin: 4.7% (up from 4.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 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 32% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥5,420, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,487 per share.분석 기사 • Apr 12Results: Saizeriya Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesSaizeriya Co.,Ltd. ( TSE:7581 ) defied analyst predictions to release its half-yearly results, which were ahead of...Declared Dividend • Apr 10Dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 28th August 2026 Payment date: 27th November 2026 Dividend yield will be 0.5%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 15%.공시 • Apr 02Saizeriya Co.,Ltd. to Report Q2, 2026 Results on Apr 08, 2026Saizeriya Co.,Ltd. announced that they will report Q2, 2026 results on Apr 08, 2026분석 기사 • Jan 16Saizeriya Co.,Ltd. Just Recorded A 9.7% EPS Beat: Here's What Analysts Are Forecasting NextSaizeriya Co.,Ltd. ( TSE:7581 ) investors will be delighted, with the company turning in some strong numbers with its...Reported Earnings • Jan 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥62.94 (up from JP¥47.54 in 1Q 2025). Revenue: JP¥70.3b (up 16% from 1Q 2025). Net income: JP¥3.09b (up 32% from 1Q 2025). Profit margin: 4.4% (up from 3.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 6.3% 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 45% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.공시 • Jan 15Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 12, 2026. As of December 31, 2025, the company had 49,109,091 shares outstanding (excluding treasury shares) and 3,163,251 shares in treasury.분석 기사 • Dec 11SaizeriyaLtd (TSE:7581) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Price Target Changed • Nov 19Price target increased by 7.5% to JP¥6,510Up from JP¥6,056, the current price target is an average from 10 analysts. New target price is 26% above last closing price of JP¥5,180. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of JP¥254 for next year compared to JP¥227 last year.공시 • Nov 04Saizeriya Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026Saizeriya Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026분석 기사 • Oct 17Earnings Beat: Saizeriya Co.,Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a pretty great week for Saizeriya Co.,Ltd. ( TSE:7581 ) shareholders, with its shares surging 14% to JP¥5,500...New Risk • Oct 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥227 (up from JP¥166 in FY 2024). Revenue: JP¥256.7b (up 14% from FY 2024). Net income: JP¥11.2b (up 37% from FY 2024). Profit margin: 4.3% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.6%. Revenue is forecast to grow 5.5% 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 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.공시 • Oct 15Saizeriya Co.,Ltd., Annual General Meeting, Nov 26, 2025Saizeriya Co.,Ltd., Annual General Meeting, Nov 26, 2025.분석 기사 • Sep 04We Think SaizeriyaLtd (TSE:7581) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • Aug 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.7%).공시 • Aug 01Saizeriya Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025Saizeriya Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025분석 기사 • Jul 28SaizeriyaLtd (TSE:7581) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...분석 기사 • Jul 11Results: Saizeriya Co.,Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsInvestors in Saizeriya Co.,Ltd. ( TSE:7581 ) had a good week, as its shares rose 4.0% to close at JP¥5,240 following...Reported Earnings • Jul 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥63.51 (up from JP¥53.50 in 3Q 2024). Revenue: JP¥66.8b (up 14% from 3Q 2024). Net income: JP¥3.12b (up 19% from 3Q 2024). Profit margin: 4.7% (up from 4.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 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 32% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.공시 • Jul 09Saizeriya Co.,Ltd. Revises Dividend Forecast for Fiscal Year Ending August 31, 2025Saizeriya Co.,Ltd. revised dividend forecast for fiscal year ending August 31, 2025. For the year, the company expected dividend of JPY 30.00 per share as compared to JPY 25.00 per share a year ago.공시 • Jun 27Aizeriya Co., Ltd. Announces Personnel ChangesAIZERIYA CO., LTD. announced following personnel changes. Effective July 1, 2025, Noboru Nagaoka will assume as Director, Executive Officer, and Manager of Overseas Business Headquarters & (China) SAIZERIYA Restaurant Managing Director from his previous position of Director, Executive Officer Manager of Overseas Business Headquarters. Effective April 1, 2025, Hiroshige Masuda will assume the role of Viet Nam SAIZERIYA Managing Director, transitioning from his previous position as Overseas Business Strategy Department Manager. Effective July 14, 2025, Tetsuya Aoyama will become the General Manager of Fukushima Center, and Yoshinori Anzai will take on the role of Production Logistics Department Manager, moving from his previous position as General Manager of Fukushima Center.공시 • Apr 26Saizeriya Co.,Ltd. to Report Q3, 2025 Results on Jul 09, 2025Saizeriya Co.,Ltd. announced that they will report Q3, 2025 results on Jul 09, 2025분석 기사 • Apr 25Return Trends At SaizeriyaLtd (TSE:7581) Aren't AppealingThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Buy Or Sell Opportunity • Apr 22Now 21% overvaluedOver the last 90 days, the stock has fallen 9.0% to JP¥4,370. The fair value is estimated to be JP¥3,618, however this is not to be taken as a sell 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 21%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.분석 기사 • Apr 11Saizeriya Co.,Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Saizeriya Co.,Ltd. ( TSE:7581 ) came out with a strong set of interim numbers that could potentially lead...공시 • Apr 11Saizeriya Co.,Ltd. Revises Consolidated Earnings Forecasts for the Fiscal Year Ending August 31,2025Saizeriya Co.,Ltd. revised consolidated earnings forecasts for the fiscal year ending August 31,2025. For the period, the company now expects consolidated net sales of JPY 258,700 million, operating income of JPY 15,500 million, net profit attributable to owners of parent JPY 10,300 million and net income per share of JPY 210.15 as compared to previous forecasts of net sales of JPY 253,600 million, operating income of JPY 16,600 million, net profit attributable to owners of parent JPY 10,300 million and net income per share of JPY 210.15.Declared Dividend • Apr 11Dividend of JP¥25.00 announcedDividend of JP¥25.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 1st December 2025 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 12%.공시 • Apr 10Saizeriya Co.,Ltd. Revises Non Consolidated Earnings Forecasts for the Fiscal Year Ending August 31,2025Saizeriya Co.,Ltd. revised non - consolidated earnings forecasts for the fiscal year ending August 31,2025 . For the period, the company now expects non -consolidated net sales of JPY 168,500 million, net income of JPY 5,200 million and net income per share of JPY 106.10 as compared to the net sales of JPY 160,000 million, net income of 5,500 million and net income per share of JPY 112.22 in the previous forecasts.Reported Earnings • Apr 10Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥41.01 (up from JP¥3.00 loss in 2Q 2024). Revenue: JP¥60.3b (up 16% from 2Q 2024). Net income: JP¥2.01b (up JP¥2.16b from 2Q 2024). Profit margin: 3.3% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.1% 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 21% per year whereas the company’s share price has increased by 19% per year.분석 기사 • Apr 01Saizeriya Co.,Ltd. (TSE:7581) Not Lagging Market On Growth Or PricingSaizeriya Co.,Ltd.'s ( TSE:7581 ) price-to-earnings (or "P/E") ratio of 25.3x might make it look like a strong sell...분석 기사 • Mar 18Saizeriya Co.,Ltd. (TSE:7581) Shares Could Be 20% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, SaizeriyaLtd fair value estimate is JP¥5,679 Current share...Buy Or Sell Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥4,400. The fair value is estimated to be JP¥5,530, 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 17%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.공시 • Feb 04Saizeriya Co.,Ltd. to Report Q2, 2025 Results on Apr 09, 2025Saizeriya Co.,Ltd. announced that they will report Q2, 2025 results on Apr 09, 2025분석 기사 • Feb 03Here's Why SaizeriyaLtd (TSE:7581) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Buy Or Sell Opportunity • Jan 23Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥4,690. The fair value is estimated to be JP¥5,994, 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 17%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.분석 기사 • Jan 10Saizeriya Co.,Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextSaizeriya Co.,Ltd. ( TSE:7581 ) investors will be delighted, with the company turning in some strong numbers with its...Reported Earnings • Jan 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥54.06 (down from JP¥55.18 in 1Q 2024). Revenue: JP¥61.3b (up 16% from 1Q 2024). Net income: JP¥2.66b (down 1.7% from 1Q 2024). Profit margin: 4.3% (down from 5.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 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 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 08Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2025. As of December 31, 2024, the company had 49,177,416 shares outstanding (excluding treasury shares) and 3,094,926 shares in treasury.분석 기사 • Jan 07SaizeriyaLtd (TSE:7581) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Board Change • Dec 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Dec 18Calculating The Intrinsic Value Of Saizeriya Co.,Ltd. (TSE:7581)Key Insights SaizeriyaLtd's estimated fair value is JP¥6,242 based on 2 Stage Free Cash Flow to Equity Current share...Reported Earnings • Dec 04Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥166 (up from JP¥106 in FY 2023). Revenue: JP¥224.5b (up 23% from FY 2023). Net income: JP¥8.15b (up 58% from FY 2023). Profit margin: 3.6% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 6.5% 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 21% per year whereas the company’s share price has increased by 22% per year.분석 기사 • Dec 03Returns On Capital At SaizeriyaLtd (TSE:7581) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...공시 • Nov 27Saizeriya Co.,Ltd. to Report Q1, 2025 Results on Jan 08, 2025Saizeriya Co.,Ltd. announced that they will report Q1, 2025 results on Jan 08, 2025분석 기사 • Oct 18We Think SaizeriyaLtd's (TSE:7581) Profit Is Only A Baseline For What They Can AchieveEven though Saizeriya Co.,Ltd. ( TSE:7581 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...Reported Earnings • Oct 15Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥166 (up from JP¥106 in FY 2023). Revenue: JP¥224.5b (up 23% from FY 2023). Net income: JP¥8.15b (up 58% from FY 2023). Profit margin: 3.6% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 5.4% 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 21% per year whereas the company’s share price has increased by 22% per year.공시 • Oct 09Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2024Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2024.Upcoming Dividend • Aug 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.8%).분석 기사 • Aug 21Returns On Capital At SaizeriyaLtd (TSE:7581) Have StalledFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...공시 • Aug 03Saizeriya Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 09, 2024Saizeriya Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 09, 2024분석 기사 • Jul 12Results: Saizeriya Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesA week ago, Saizeriya Co.,Ltd. ( TSE:7581 ) came out with a strong set of third-quarter numbers that could potentially...Reported Earnings • Jul 12Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥53.50 (up from JP¥42.31 in 3Q 2023). Revenue: JP¥58.6b (up 22% from 3Q 2023). Net income: JP¥2.62b (up 27% from 3Q 2023). Profit margin: 4.5% (up from 4.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 6.3% 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 27% per year whereas the company’s share price has increased by 29% per year.분석 기사 • Jul 02Is SaizeriyaLtd (TSE:7581) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Jun 09Here's Why We Think SaizeriyaLtd (TSE:7581) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • May 08Here's What To Make Of SaizeriyaLtd's (TSE:7581) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...New Risk • May 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • May 01Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥5,080. The fair value is estimated to be JP¥6,642, 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. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.공시 • Apr 29Saizeriya Co.,Ltd. to Report Q3, 2024 Results on Jul 10, 2024Saizeriya Co.,Ltd. announced that they will report Q3, 2024 results on Jul 10, 2024분석 기사 • Apr 19Solid Earnings Reflect SaizeriyaLtd's (TSE:7581) Strength As A BusinessInvestors were underwhelmed by the solid earnings posted by Saizeriya Co.,Ltd. ( TSE:7581 ) recently. We did some...Major Estimate Revision • Apr 19Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥211.0b to JP¥217.8b. EPS estimate fell from JP¥173 to JP¥144 per share. Net income forecast to grow 27% next year vs 28% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥6,467 to JP¥6,757. Share price fell 7.5% to JP¥5,150 over the past week.Buy Or Sell Opportunity • Apr 16Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to JP¥5,070. The fair value is estimated to be JP¥6,712, 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. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.분석 기사 • Apr 12Saizeriya Co.,Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowSaizeriya Co.,Ltd. ( TSE:7581 ) shareholders are probably feeling a little disappointed, since its shares fell 7.2% to...Reported Earnings • Apr 11Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: JP¥3.00 loss per share (improved from JP¥15.03 loss in 2Q 2023). Revenue: JP¥52.0b (up 28% from 2Q 2023). Net loss: JP¥147.0m (loss narrowed 80% from 2Q 2023). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 6.0% p.a. on average during the next 3 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 49% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 01A Look At The Intrinsic Value Of Saizeriya Co.,Ltd. (TSE:7581)Key Insights SaizeriyaLtd's estimated fair value is JP¥6,344 based on 2 Stage Free Cash Flow to Equity With JP¥5,390...분석 기사 • Mar 18Is SaizeriyaLtd (TSE:7581) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 1.2% to JP¥5,080. The fair value is estimated to be JP¥6,391, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.분석 기사 • Mar 04Here's Why SaizeriyaLtd (TSE:7581) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...공시 • Jan 31Saizeriya Co.,Ltd. to Report Q2, 2024 Results on Apr 10, 2024Saizeriya Co.,Ltd. announced that they will report Q2, 2024 results on Apr 10, 2024Reported Earnings • Jan 12First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥55.17 (up from JP¥27.19 in 1Q 2023). Revenue: JP¥52.6b (up 22% from 1Q 2023). Net income: JP¥2.70b (up 103% from 1Q 2023). Profit margin: 5.1% (up from 3.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 6.5% 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 64% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.공시 • Jan 10Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2024. As of December 31, 2023, the company had 49,088,863 shares outstanding (excluding treasury shares) and 3,183,479 shares in treasury.Buying Opportunity • Dec 05Now 23% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be JP¥7,473, 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. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • Nov 02Now 22% undervaluedOver the last 90 days, the stock is up 35%. The fair value is estimated to be JP¥7,808, 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. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.공시 • Oct 29Saizeriya Co.,Ltd. to Report Q1, 2024 Results on Jan 10, 2024Saizeriya Co.,Ltd. announced that they will report Q1, 2024 results on Jan 10, 2024Major Estimate Revision • Oct 18Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥194.5b to JP¥207.5b. EPS estimate increased from JP¥144 to JP¥163 per share. Net income forecast to grow 52% next year vs 24% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥4,767 to JP¥5,683. Share price rose 18% to JP¥5,680 over the past week.공시 • Oct 13Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2023Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2023.Price Target Changed • Oct 13Price target increased by 8.4% to JP¥5,167Up from JP¥4,767, the current price target is an average from 6 analysts. New target price is 6.1% below last closing price of JP¥5,500. Stock is up 100% over the past year. The company is forecast to post earnings per share of JP¥148 for next year compared to JP¥106 last year.Reported Earnings • Oct 12Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥106 (down from JP¥116 in FY 2022). Revenue: JP¥183.2b (up 27% from FY 2022). Net income: JP¥5.15b (down 8.9% from FY 2022). Profit margin: 2.8% (down from 3.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 2.8% 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 73% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (0.5%).공시 • Aug 03Saizeriya Co.,Ltd. to Report Fiscal Year 2023 Results on Oct 11, 2023Saizeriya Co.,Ltd. announced that they will report fiscal year 2023 results on Oct 11, 2023Reported Earnings • Jul 16Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥42.31 (up from JP¥31.61 in 3Q 2022). Revenue: JP¥48.2b (up 27% from 3Q 2022). Net income: JP¥2.06b (up 33% from 3Q 2022). Profit margin: 4.3% (up from 4.1% in 3Q 2022). Revenue exceeded analyst estimates by 7.7%. Earnings per share (EPS) also surpassed analyst estimates by 72%. Revenue is forecast to grow 4.2% 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 77% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.공시 • Jul 14Hi-Servueno.Inc entered into a share transfer agreement to acquire the remaining 66.67% stake in CSsT Co., Ltd. from Saizeriya Co.,Ltd. (TSE:7581).Hi-Servueno.Inc entered into a share transfer agreement to acquire the remaining 66.67% stake in CSsT Co., Ltd. from Saizeriya Co.,Ltd. (TSE:7581) on July 12, 2023. The deal is expected to be completed on September 28, 2023.Price Target Changed • Jul 14Price target increased by 17% to JP¥4,183Up from JP¥3,567, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥4,110. Stock is up 51% over the past year. The company is forecast to post earnings per share of JP¥87.89 for next year compared to JP¥116 last year.Board Change • Apr 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent External Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 13Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: JP¥15.03 loss per share (down from JP¥52.73 profit in 2Q 2022). Revenue: JP¥40.7b (up 16% from 2Q 2022). Net loss: JP¥734.0m (down 129% from profit in 2Q 2022). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 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 57% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Board Change • Mar 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent External Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jan 29Saizeriya Co.,Ltd. to Report Q2, 2023 Results on Apr 12, 2023Saizeriya Co.,Ltd. announced that they will report Q2, 2023 results on Apr 12, 2023Reported Earnings • Jan 12First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥27.19 (down from JP¥50.36 in 1Q 2022). Revenue: JP¥43.1b (up 27% from 1Q 2022). Net income: JP¥1.33b (down 46% from 1Q 2022). Profit margin: 3.1% (down from 7.2% in 1Q 2022). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 4.0% 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 45% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Jan 12Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 400,000 shares, representing 0.82% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 400,000 shares, representing 0.82% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2023. As of December 31, 2022, the company had 48,929,894 shares outstanding (excluding treasury shares) and 3,342,448 shares in treasury.Board Change • Dec 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Takashi Arakawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 04Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥144.3b (up 14% from FY 2021). Net income: JP¥5.66b (up 221% from FY 2021). Profit margin: 3.9% (up from 1.4% in FY 2021). Revenue exceeded analyst estimates by 1.8%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan.공시 • Nov 30Saizeriya Co.,Ltd. to Report Q1, 2023 Results on Jan 11, 2023Saizeriya Co.,Ltd. announced that they will report Q1, 2023 results on Jan 11, 2023공시 • Oct 14Saizeriya Co.,Ltd., Annual General Meeting, Nov 29, 2022Saizeriya Co.,Ltd., Annual General Meeting, Nov 29, 2022.Reported Earnings • Oct 13Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥116 (up from JP¥36.30 in FY 2021). Revenue: JP¥144.3b (up 14% from FY 2021). Net income: JP¥5.66b (up 221% from FY 2021). Profit margin: 3.9% (up from 1.4% in FY 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 6.9% 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 only increased by 2% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Oct 13Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥114 to JP¥96.36 per share. Revenue forecast steady at JP¥162.7b. Net income forecast to shrink 25% next year vs 3.2% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥3,050 unchanged from last update. Share price was steady at JP¥2,726 over the past week.Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).매출 및 비용 세부 내역SaizeriyaLtd가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:7581 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비28 Feb 26277,99612,130127,186030 Nov 25265,72411,600137,696031 Aug 25256,71411,164118,469031 May 25249,61110,757117,343028 Feb 25241,48010,264113,541030 Nov 24233,1718,103108,637031 Aug 24224,5428,149104,635031 May 24214,4117,674101,249029 Feb 24204,0087,11397,048030 Nov 23192,7676,52694,339031 Aug 23183,2445,15491,420031 May 23169,0321,74088,930028 Feb 23158,9341,22485,832030 Nov 22153,4374,53382,854031 Aug 22144,2755,66079,681031 May 22138,5096,97378,004028 Feb 22132,8557,36175,740030 Nov 21127,6783,97173,835031 Aug 21126,5131,76572,362031 May 21124,15169471,630028 Feb 21112,784-6,25669,482030 Nov 20121,570-4,50771,990031 Aug 20126,842-3,45074,186031 May 20138,786-1,57881,527029 Feb 20157,8775,39585,579030 Nov 19156,2635,00685,119031 Aug 19156,5274,98085,210031 May 19155,7694,83685,056028 Feb 19154,8184,62584,505030 Nov 18154,4614,71484,220031 Aug 18154,0635,07483,479031 May 18153,4005,99683,092028 Feb 18152,5806,61982,396030 Nov 17150,6347,21880,919031 Aug 17148,3067,49679,510031 May 17146,2537,31178,287028 Feb 17144,7266,68677,451030 Nov 16144,6046,33177,231031 Aug 16144,9615,50577,551031 May 16144,9034,46877,624029 Feb 16144,6124,37777,308030 Nov 15142,7833,95676,394031 Aug 15139,2773,77474,780031 May 15135,6132,99273,0440양질의 수익: 7581는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 7581의 현재 순 이익률 (4.4%)은 지난해 (4.3%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 7581는 지난 5년 동안 흑자전환하며 연평균 36.4%의 수익 성장을 기록했습니다.성장 가속화: 지난 1년간 7581 의 수익 증가율(18.2%)은 5년 평균(연간 36.4%)보다 낮습니다.수익 대 산업: 7581의 지난 1년 수익 증가율(18.2%)은 Hospitality 업계의 11%를 상회했습니다.자기자본이익률높은 ROE: 7581의 자본 수익률(9.6%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-services 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 20:42종가2026/05/22 00:00수익2026/02/28연간 수익2025/08/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Saizeriya Co.,Ltd.는 16명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ya JiangCitic Securities Co., Ltd.Shuhei ObaCitigroup IncKazunori TsudaDaiwa Securities Co. Ltd.13명의 분석가 더 보기
공시 • Apr 02Saizeriya Co.,Ltd. to Report Q2, 2026 Results on Apr 08, 2026Saizeriya Co.,Ltd. announced that they will report Q2, 2026 results on Apr 08, 2026
Reported Earnings • Jan 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥62.94 (up from JP¥47.54 in 1Q 2025). Revenue: JP¥70.3b (up 16% from 1Q 2025). Net income: JP¥3.09b (up 32% from 1Q 2025). Profit margin: 4.4% (up from 3.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 6.3% 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 45% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
공시 • Nov 04Saizeriya Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026Saizeriya Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026
Reported Earnings • Oct 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥227 (up from JP¥166 in FY 2024). Revenue: JP¥256.7b (up 14% from FY 2024). Net income: JP¥11.2b (up 37% from FY 2024). Profit margin: 4.3% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.6%. Revenue is forecast to grow 5.5% 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 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
공시 • Aug 01Saizeriya Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025Saizeriya Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025
Reported Earnings • Jul 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥63.51 (up from JP¥53.50 in 3Q 2024). Revenue: JP¥66.8b (up 14% from 3Q 2024). Net income: JP¥3.12b (up 19% from 3Q 2024). Profit margin: 4.7% (up from 4.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 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 32% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥5,420, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,487 per share.
분석 기사 • Apr 12Results: Saizeriya Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesSaizeriya Co.,Ltd. ( TSE:7581 ) defied analyst predictions to release its half-yearly results, which were ahead of...
Declared Dividend • Apr 10Dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 28th August 2026 Payment date: 27th November 2026 Dividend yield will be 0.5%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 15%.
공시 • Apr 02Saizeriya Co.,Ltd. to Report Q2, 2026 Results on Apr 08, 2026Saizeriya Co.,Ltd. announced that they will report Q2, 2026 results on Apr 08, 2026
분석 기사 • Jan 16Saizeriya Co.,Ltd. Just Recorded A 9.7% EPS Beat: Here's What Analysts Are Forecasting NextSaizeriya Co.,Ltd. ( TSE:7581 ) investors will be delighted, with the company turning in some strong numbers with its...
Reported Earnings • Jan 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥62.94 (up from JP¥47.54 in 1Q 2025). Revenue: JP¥70.3b (up 16% from 1Q 2025). Net income: JP¥3.09b (up 32% from 1Q 2025). Profit margin: 4.4% (up from 3.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 6.3% 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 45% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
공시 • Jan 15Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 12, 2026. As of December 31, 2025, the company had 49,109,091 shares outstanding (excluding treasury shares) and 3,163,251 shares in treasury.
분석 기사 • Dec 11SaizeriyaLtd (TSE:7581) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Price Target Changed • Nov 19Price target increased by 7.5% to JP¥6,510Up from JP¥6,056, the current price target is an average from 10 analysts. New target price is 26% above last closing price of JP¥5,180. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of JP¥254 for next year compared to JP¥227 last year.
공시 • Nov 04Saizeriya Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026Saizeriya Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026
분석 기사 • Oct 17Earnings Beat: Saizeriya Co.,Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a pretty great week for Saizeriya Co.,Ltd. ( TSE:7581 ) shareholders, with its shares surging 14% to JP¥5,500...
New Risk • Oct 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥227 (up from JP¥166 in FY 2024). Revenue: JP¥256.7b (up 14% from FY 2024). Net income: JP¥11.2b (up 37% from FY 2024). Profit margin: 4.3% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.6%. Revenue is forecast to grow 5.5% 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 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
공시 • Oct 15Saizeriya Co.,Ltd., Annual General Meeting, Nov 26, 2025Saizeriya Co.,Ltd., Annual General Meeting, Nov 26, 2025.
분석 기사 • Sep 04We Think SaizeriyaLtd (TSE:7581) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • Aug 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.7%).
공시 • Aug 01Saizeriya Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025Saizeriya Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025
분석 기사 • Jul 28SaizeriyaLtd (TSE:7581) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
분석 기사 • Jul 11Results: Saizeriya Co.,Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsInvestors in Saizeriya Co.,Ltd. ( TSE:7581 ) had a good week, as its shares rose 4.0% to close at JP¥5,240 following...
Reported Earnings • Jul 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥63.51 (up from JP¥53.50 in 3Q 2024). Revenue: JP¥66.8b (up 14% from 3Q 2024). Net income: JP¥3.12b (up 19% from 3Q 2024). Profit margin: 4.7% (up from 4.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 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 32% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
공시 • Jul 09Saizeriya Co.,Ltd. Revises Dividend Forecast for Fiscal Year Ending August 31, 2025Saizeriya Co.,Ltd. revised dividend forecast for fiscal year ending August 31, 2025. For the year, the company expected dividend of JPY 30.00 per share as compared to JPY 25.00 per share a year ago.
공시 • Jun 27Aizeriya Co., Ltd. Announces Personnel ChangesAIZERIYA CO., LTD. announced following personnel changes. Effective July 1, 2025, Noboru Nagaoka will assume as Director, Executive Officer, and Manager of Overseas Business Headquarters & (China) SAIZERIYA Restaurant Managing Director from his previous position of Director, Executive Officer Manager of Overseas Business Headquarters. Effective April 1, 2025, Hiroshige Masuda will assume the role of Viet Nam SAIZERIYA Managing Director, transitioning from his previous position as Overseas Business Strategy Department Manager. Effective July 14, 2025, Tetsuya Aoyama will become the General Manager of Fukushima Center, and Yoshinori Anzai will take on the role of Production Logistics Department Manager, moving from his previous position as General Manager of Fukushima Center.
공시 • Apr 26Saizeriya Co.,Ltd. to Report Q3, 2025 Results on Jul 09, 2025Saizeriya Co.,Ltd. announced that they will report Q3, 2025 results on Jul 09, 2025
분석 기사 • Apr 25Return Trends At SaizeriyaLtd (TSE:7581) Aren't AppealingThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Buy Or Sell Opportunity • Apr 22Now 21% overvaluedOver the last 90 days, the stock has fallen 9.0% to JP¥4,370. The fair value is estimated to be JP¥3,618, however this is not to be taken as a sell 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 21%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
분석 기사 • Apr 11Saizeriya Co.,Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Saizeriya Co.,Ltd. ( TSE:7581 ) came out with a strong set of interim numbers that could potentially lead...
공시 • Apr 11Saizeriya Co.,Ltd. Revises Consolidated Earnings Forecasts for the Fiscal Year Ending August 31,2025Saizeriya Co.,Ltd. revised consolidated earnings forecasts for the fiscal year ending August 31,2025. For the period, the company now expects consolidated net sales of JPY 258,700 million, operating income of JPY 15,500 million, net profit attributable to owners of parent JPY 10,300 million and net income per share of JPY 210.15 as compared to previous forecasts of net sales of JPY 253,600 million, operating income of JPY 16,600 million, net profit attributable to owners of parent JPY 10,300 million and net income per share of JPY 210.15.
Declared Dividend • Apr 11Dividend of JP¥25.00 announcedDividend of JP¥25.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 1st December 2025 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 12%.
공시 • Apr 10Saizeriya Co.,Ltd. Revises Non Consolidated Earnings Forecasts for the Fiscal Year Ending August 31,2025Saizeriya Co.,Ltd. revised non - consolidated earnings forecasts for the fiscal year ending August 31,2025 . For the period, the company now expects non -consolidated net sales of JPY 168,500 million, net income of JPY 5,200 million and net income per share of JPY 106.10 as compared to the net sales of JPY 160,000 million, net income of 5,500 million and net income per share of JPY 112.22 in the previous forecasts.
Reported Earnings • Apr 10Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥41.01 (up from JP¥3.00 loss in 2Q 2024). Revenue: JP¥60.3b (up 16% from 2Q 2024). Net income: JP¥2.01b (up JP¥2.16b from 2Q 2024). Profit margin: 3.3% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.1% 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 21% per year whereas the company’s share price has increased by 19% per year.
분석 기사 • Apr 01Saizeriya Co.,Ltd. (TSE:7581) Not Lagging Market On Growth Or PricingSaizeriya Co.,Ltd.'s ( TSE:7581 ) price-to-earnings (or "P/E") ratio of 25.3x might make it look like a strong sell...
분석 기사 • Mar 18Saizeriya Co.,Ltd. (TSE:7581) Shares Could Be 20% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, SaizeriyaLtd fair value estimate is JP¥5,679 Current share...
Buy Or Sell Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥4,400. The fair value is estimated to be JP¥5,530, 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 17%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
공시 • Feb 04Saizeriya Co.,Ltd. to Report Q2, 2025 Results on Apr 09, 2025Saizeriya Co.,Ltd. announced that they will report Q2, 2025 results on Apr 09, 2025
분석 기사 • Feb 03Here's Why SaizeriyaLtd (TSE:7581) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Buy Or Sell Opportunity • Jan 23Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥4,690. The fair value is estimated to be JP¥5,994, 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 17%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
분석 기사 • Jan 10Saizeriya Co.,Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextSaizeriya Co.,Ltd. ( TSE:7581 ) investors will be delighted, with the company turning in some strong numbers with its...
Reported Earnings • Jan 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥54.06 (down from JP¥55.18 in 1Q 2024). Revenue: JP¥61.3b (up 16% from 1Q 2024). Net income: JP¥2.66b (down 1.7% from 1Q 2024). Profit margin: 4.3% (down from 5.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 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 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 08Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2025. As of December 31, 2024, the company had 49,177,416 shares outstanding (excluding treasury shares) and 3,094,926 shares in treasury.
분석 기사 • Jan 07SaizeriyaLtd (TSE:7581) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Board Change • Dec 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Dec 18Calculating The Intrinsic Value Of Saizeriya Co.,Ltd. (TSE:7581)Key Insights SaizeriyaLtd's estimated fair value is JP¥6,242 based on 2 Stage Free Cash Flow to Equity Current share...
Reported Earnings • Dec 04Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥166 (up from JP¥106 in FY 2023). Revenue: JP¥224.5b (up 23% from FY 2023). Net income: JP¥8.15b (up 58% from FY 2023). Profit margin: 3.6% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 6.5% 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 21% per year whereas the company’s share price has increased by 22% per year.
분석 기사 • Dec 03Returns On Capital At SaizeriyaLtd (TSE:7581) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
공시 • Nov 27Saizeriya Co.,Ltd. to Report Q1, 2025 Results on Jan 08, 2025Saizeriya Co.,Ltd. announced that they will report Q1, 2025 results on Jan 08, 2025
분석 기사 • Oct 18We Think SaizeriyaLtd's (TSE:7581) Profit Is Only A Baseline For What They Can AchieveEven though Saizeriya Co.,Ltd. ( TSE:7581 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...
Reported Earnings • Oct 15Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥166 (up from JP¥106 in FY 2023). Revenue: JP¥224.5b (up 23% from FY 2023). Net income: JP¥8.15b (up 58% from FY 2023). Profit margin: 3.6% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 5.4% 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 21% per year whereas the company’s share price has increased by 22% per year.
공시 • Oct 09Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2024Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2024.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.8%).
분석 기사 • Aug 21Returns On Capital At SaizeriyaLtd (TSE:7581) Have StalledFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
공시 • Aug 03Saizeriya Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 09, 2024Saizeriya Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 09, 2024
분석 기사 • Jul 12Results: Saizeriya Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesA week ago, Saizeriya Co.,Ltd. ( TSE:7581 ) came out with a strong set of third-quarter numbers that could potentially...
Reported Earnings • Jul 12Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥53.50 (up from JP¥42.31 in 3Q 2023). Revenue: JP¥58.6b (up 22% from 3Q 2023). Net income: JP¥2.62b (up 27% from 3Q 2023). Profit margin: 4.5% (up from 4.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 6.3% 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 27% per year whereas the company’s share price has increased by 29% per year.
분석 기사 • Jul 02Is SaizeriyaLtd (TSE:7581) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Jun 09Here's Why We Think SaizeriyaLtd (TSE:7581) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • May 08Here's What To Make Of SaizeriyaLtd's (TSE:7581) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
New Risk • May 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • May 01Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥5,080. The fair value is estimated to be JP¥6,642, 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. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
공시 • Apr 29Saizeriya Co.,Ltd. to Report Q3, 2024 Results on Jul 10, 2024Saizeriya Co.,Ltd. announced that they will report Q3, 2024 results on Jul 10, 2024
분석 기사 • Apr 19Solid Earnings Reflect SaizeriyaLtd's (TSE:7581) Strength As A BusinessInvestors were underwhelmed by the solid earnings posted by Saizeriya Co.,Ltd. ( TSE:7581 ) recently. We did some...
Major Estimate Revision • Apr 19Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥211.0b to JP¥217.8b. EPS estimate fell from JP¥173 to JP¥144 per share. Net income forecast to grow 27% next year vs 28% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥6,467 to JP¥6,757. Share price fell 7.5% to JP¥5,150 over the past week.
Buy Or Sell Opportunity • Apr 16Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to JP¥5,070. The fair value is estimated to be JP¥6,712, 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. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
분석 기사 • Apr 12Saizeriya Co.,Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowSaizeriya Co.,Ltd. ( TSE:7581 ) shareholders are probably feeling a little disappointed, since its shares fell 7.2% to...
Reported Earnings • Apr 11Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: JP¥3.00 loss per share (improved from JP¥15.03 loss in 2Q 2023). Revenue: JP¥52.0b (up 28% from 2Q 2023). Net loss: JP¥147.0m (loss narrowed 80% from 2Q 2023). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 6.0% p.a. on average during the next 3 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 49% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 01A Look At The Intrinsic Value Of Saizeriya Co.,Ltd. (TSE:7581)Key Insights SaizeriyaLtd's estimated fair value is JP¥6,344 based on 2 Stage Free Cash Flow to Equity With JP¥5,390...
분석 기사 • Mar 18Is SaizeriyaLtd (TSE:7581) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 1.2% to JP¥5,080. The fair value is estimated to be JP¥6,391, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
분석 기사 • Mar 04Here's Why SaizeriyaLtd (TSE:7581) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
공시 • Jan 31Saizeriya Co.,Ltd. to Report Q2, 2024 Results on Apr 10, 2024Saizeriya Co.,Ltd. announced that they will report Q2, 2024 results on Apr 10, 2024
Reported Earnings • Jan 12First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥55.17 (up from JP¥27.19 in 1Q 2023). Revenue: JP¥52.6b (up 22% from 1Q 2023). Net income: JP¥2.70b (up 103% from 1Q 2023). Profit margin: 5.1% (up from 3.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 6.5% 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 64% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
공시 • Jan 10Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2024. As of December 31, 2023, the company had 49,088,863 shares outstanding (excluding treasury shares) and 3,183,479 shares in treasury.
Buying Opportunity • Dec 05Now 23% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be JP¥7,473, 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. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • Nov 02Now 22% undervaluedOver the last 90 days, the stock is up 35%. The fair value is estimated to be JP¥7,808, 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. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
공시 • Oct 29Saizeriya Co.,Ltd. to Report Q1, 2024 Results on Jan 10, 2024Saizeriya Co.,Ltd. announced that they will report Q1, 2024 results on Jan 10, 2024
Major Estimate Revision • Oct 18Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥194.5b to JP¥207.5b. EPS estimate increased from JP¥144 to JP¥163 per share. Net income forecast to grow 52% next year vs 24% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥4,767 to JP¥5,683. Share price rose 18% to JP¥5,680 over the past week.
공시 • Oct 13Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2023Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2023.
Price Target Changed • Oct 13Price target increased by 8.4% to JP¥5,167Up from JP¥4,767, the current price target is an average from 6 analysts. New target price is 6.1% below last closing price of JP¥5,500. Stock is up 100% over the past year. The company is forecast to post earnings per share of JP¥148 for next year compared to JP¥106 last year.
Reported Earnings • Oct 12Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥106 (down from JP¥116 in FY 2022). Revenue: JP¥183.2b (up 27% from FY 2022). Net income: JP¥5.15b (down 8.9% from FY 2022). Profit margin: 2.8% (down from 3.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 2.8% 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 73% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (0.5%).
공시 • Aug 03Saizeriya Co.,Ltd. to Report Fiscal Year 2023 Results on Oct 11, 2023Saizeriya Co.,Ltd. announced that they will report fiscal year 2023 results on Oct 11, 2023
Reported Earnings • Jul 16Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥42.31 (up from JP¥31.61 in 3Q 2022). Revenue: JP¥48.2b (up 27% from 3Q 2022). Net income: JP¥2.06b (up 33% from 3Q 2022). Profit margin: 4.3% (up from 4.1% in 3Q 2022). Revenue exceeded analyst estimates by 7.7%. Earnings per share (EPS) also surpassed analyst estimates by 72%. Revenue is forecast to grow 4.2% 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 77% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
공시 • Jul 14Hi-Servueno.Inc entered into a share transfer agreement to acquire the remaining 66.67% stake in CSsT Co., Ltd. from Saizeriya Co.,Ltd. (TSE:7581).Hi-Servueno.Inc entered into a share transfer agreement to acquire the remaining 66.67% stake in CSsT Co., Ltd. from Saizeriya Co.,Ltd. (TSE:7581) on July 12, 2023. The deal is expected to be completed on September 28, 2023.
Price Target Changed • Jul 14Price target increased by 17% to JP¥4,183Up from JP¥3,567, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥4,110. Stock is up 51% over the past year. The company is forecast to post earnings per share of JP¥87.89 for next year compared to JP¥116 last year.
Board Change • Apr 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent External Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 13Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: JP¥15.03 loss per share (down from JP¥52.73 profit in 2Q 2022). Revenue: JP¥40.7b (up 16% from 2Q 2022). Net loss: JP¥734.0m (down 129% from profit in 2Q 2022). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 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 57% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Board Change • Mar 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent External Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jan 29Saizeriya Co.,Ltd. to Report Q2, 2023 Results on Apr 12, 2023Saizeriya Co.,Ltd. announced that they will report Q2, 2023 results on Apr 12, 2023
Reported Earnings • Jan 12First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥27.19 (down from JP¥50.36 in 1Q 2022). Revenue: JP¥43.1b (up 27% from 1Q 2022). Net income: JP¥1.33b (down 46% from 1Q 2022). Profit margin: 3.1% (down from 7.2% in 1Q 2022). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 4.0% 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 45% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Jan 12Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 400,000 shares, representing 0.82% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 400,000 shares, representing 0.82% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2023. As of December 31, 2022, the company had 48,929,894 shares outstanding (excluding treasury shares) and 3,342,448 shares in treasury.
Board Change • Dec 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Takashi Arakawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 04Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥144.3b (up 14% from FY 2021). Net income: JP¥5.66b (up 221% from FY 2021). Profit margin: 3.9% (up from 1.4% in FY 2021). Revenue exceeded analyst estimates by 1.8%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan.
공시 • Nov 30Saizeriya Co.,Ltd. to Report Q1, 2023 Results on Jan 11, 2023Saizeriya Co.,Ltd. announced that they will report Q1, 2023 results on Jan 11, 2023
공시 • Oct 14Saizeriya Co.,Ltd., Annual General Meeting, Nov 29, 2022Saizeriya Co.,Ltd., Annual General Meeting, Nov 29, 2022.
Reported Earnings • Oct 13Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥116 (up from JP¥36.30 in FY 2021). Revenue: JP¥144.3b (up 14% from FY 2021). Net income: JP¥5.66b (up 221% from FY 2021). Profit margin: 3.9% (up from 1.4% in FY 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 6.9% 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 only increased by 2% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Oct 13Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥114 to JP¥96.36 per share. Revenue forecast steady at JP¥162.7b. Net income forecast to shrink 25% next year vs 3.2% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥3,050 unchanged from last update. Share price was steady at JP¥2,726 over the past week.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).