View ValuationMTG 향후 성장Future 기준 점검 3/6MTG (는) 각각 연간 14% 및 15.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.9% 로 예상됩니다.핵심 정보14.0%이익 성장률13.94%EPS 성장률Personal Products 이익 성장15.1%매출 성장률15.6%향후 자기자본이익률18.90%애널리스트 커버리지Low마지막 업데이트25 May 2026최근 향후 성장 업데이트Price Target Changed • Mar 04Price target increased by 11% to JP¥7,075Up from JP¥6,400, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥5,670. Stock is up 197% over the past year. The company is forecast to post earnings per share of JP¥270 for next year compared to JP¥202 last year.분석 기사 • Feb 17MTG Co., Ltd. Beat Revenue Forecasts By 18%: Here's What Analysts Are Forecasting NextShareholders of MTG Co., Ltd. ( TSE:7806 ) will be pleased this week, given that the stock price is up 20% to JP¥5,270...공시 • Feb 14MTG Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2026MTG Co., Ltd. revised consolidated earnings guidance for the fiscal year ending September 30, 2026. For the period, the company expects net sales to be JPY 128,000 million, operating profit to be JPY 14,000 million, profit attributable to owners of parent to be JPY 9,500 million or JPY 241.82 per basic share.Major Estimate Revision • Dec 02Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥112.6b to JP¥120.2b. EPS estimate increased from JP¥193 to JP¥235 per share. Net income forecast to grow 17% next year vs 14% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥5,970 to JP¥6,400. Share price rose 12% to JP¥4,435 over the past week.Price Target Changed • Aug 31Price target increased by 7.1% to JP¥5,970Up from JP¥5,575, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥4,590. Stock is up 205% over the past year. The company is forecast to post earnings per share of JP¥161 for next year compared to JP¥57.66 last year.Major Estimate Revision • Mar 22Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥75.8b to JP¥87.6b. EPS estimate increased from JP¥78.07 to JP¥104 per share. Net income forecast to shrink 6.2% next year vs 10% growth forecast for Personal Products industry in Japan . Consensus price target up from JP¥1,600 to JP¥2,900. Share price was steady at JP¥2,580 over the past week.모든 업데이트 보기Recent updates분석 기사 • May 20We Think That There Are Issues Underlying MTG's (TSE:7806) EarningsMTG Co., Ltd. ( TSE:7806 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Declared Dividend • May 14Dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%.Reported Earnings • May 13Second quarter 2026 earnings released: EPS: JP¥98.66 (vs JP¥58.09 in 2Q 2025)Second quarter 2026 results: EPS: JP¥98.66 (up from JP¥58.09 in 2Q 2025). Revenue: JP¥32.1b (up 39% from 2Q 2025). Net income: JP¥3.88b (up 70% from 2Q 2025). Profit margin: 12% (up from 9.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year whereas the company’s share price has increased by 64% per year.Price Target Changed • Mar 04Price target increased by 11% to JP¥7,075Up from JP¥6,400, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥5,670. Stock is up 197% over the past year. The company is forecast to post earnings per share of JP¥270 for next year compared to JP¥202 last year.분석 기사 • Feb 17MTG Co., Ltd. Beat Revenue Forecasts By 18%: Here's What Analysts Are Forecasting NextShareholders of MTG Co., Ltd. ( TSE:7806 ) will be pleased this week, given that the stock price is up 20% to JP¥5,270...Reported Earnings • Feb 14First quarter 2026 earnings released: EPS: JP¥100 (vs JP¥60.00 in 1Q 2025)First quarter 2026 results: EPS: JP¥100 (up from JP¥60.00 in 1Q 2025). Revenue: JP¥34.4b (up 45% from 1Q 2025). Net income: JP¥3.95b (up 66% from 1Q 2025). Profit margin: 12% (up from 10.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 58% per year.공시 • Feb 14MTG Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2026MTG Co., Ltd. revised consolidated earnings guidance for the fiscal year ending September 30, 2026. For the period, the company expects net sales to be JPY 128,000 million, operating profit to be JPY 14,000 million, profit attributable to owners of parent to be JPY 9,500 million or JPY 241.82 per basic share.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,030, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Personal Products industry in Japan. Total returns to shareholders of 274% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,850 per share.분석 기사 • Feb 03Is Now The Time To Put MTG (TSE:7806) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Jan 19MTG (TSE:7806) Shareholders Will Want The ROCE Trajectory To ContinueThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...분석 기사 • Jan 05Is MTG Co., Ltd. (TSE:7806) Trading At A 34% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, MTG fair value estimate is JP¥7,438 MTG is estimated to be 34...공시 • Dec 26MTG Co., Ltd. to Report Q1, 2026 Results on Feb 12, 2026MTG Co., Ltd. announced that they will report Q1, 2026 results on Feb 12, 2026Reported Earnings • Dec 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥202 (up from JP¥57.66 in FY 2024). Revenue: JP¥98.8b (up 38% from FY 2024). Net income: JP¥7.93b (up 248% from FY 2024). Profit margin: 8.0% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 51% per year.공시 • Dec 17MTG Co., Ltd. to Showcase its New Product, ReFa AI Color Recipe Pro at CES 2026 in Las VegasMTG Co., Ltd. announced that it will exhibit its new product, "ReFa AI Color Recipe PRO," at CES 2026 in Las Vegas, from January 6 to 9, 2026. MTG will showcase its innovative technology that reproduces professional hair coloring techniques through AI, sharing this creation, developed in Japan, with the world. ReFa AI Color Recipe PRO is a next-generation professional hair color AI solution that recreates high-tone color techniques through advanced AI technology. Supervised by SHOKI and developed by strategic partner, FABIA Inc. (HQ: Shibuya, Tokyo), the system utilizes a proprietary algorithmic database that transforms his extensive expertise and experience into data, enabling it to instantly generate the most suitable color formula from approximately 4,500 color recipes. MTG and FABIA Inc. co-developed to create and promote ReFa AI COLOR RECIPE PRO, with the goal of enhancing salon productivity and elevating the overall customer experience. Japan's salon market is seeing rising demand for bright, translucent hair colors like gray blending and high-tone bleach styles, and this AI tool standardizes color results and supports stylist training. It helps salon stylists deliver consistent, high-quality color services, no matter their experience level. By simply taking a photo of the client's hair before the treatment, the AI automatically recommends the optimal color recipe that matches the desired shade. After the coloring process, uploading a photo of the finished result allows the AI to analyze the outcome and provide detailed feedback across three scoring categories. This enables both beginner and experienced stylists to achieve consistent, high-quality results with confidence. The app features an advanced management dashboard that visualizes performance data by salon and by stylist, enabling salons to track technical progress and performance trends over time, as well as providing an educational platform for standardized color training. By developing AI-optimized color formulas, it enhances technical precision, nurtures young talent, and drives sustainable growth and innovation in the beauty industry.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,080, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Personal Products industry in Japan. Total returns to shareholders of 299% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,294 per share.Major Estimate Revision • Dec 02Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥112.6b to JP¥120.2b. EPS estimate increased from JP¥193 to JP¥235 per share. Net income forecast to grow 17% next year vs 14% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥5,970 to JP¥6,400. Share price rose 12% to JP¥4,435 over the past week.분석 기사 • Nov 18Impressive Earnings May Not Tell The Whole Story For MTG (TSE:7806)MTG Co., Ltd.'s ( TSE:7806 ) stock was strong after they recently reported robust earnings. However, our analysis...Buy Or Sell Opportunity • Nov 17Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,700. The fair value is estimated to be JP¥6,083, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 52%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.Reported Earnings • Nov 13Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥202 (up from JP¥57.66 in FY 2024). Revenue: JP¥98.8b (up 38% from FY 2024). Net income: JP¥7.93b (up 248% from FY 2024). Profit margin: 8.0% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥4,370, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the Personal Products industry in Japan. Total returns to shareholders of 269% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,026 per share.공시 • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 23, 2025MTG Co., Ltd., Annual General Meeting, Dec 23, 2025.분석 기사 • Oct 29MTG Co., Ltd.'s (TSE:7806) Share Price Is Still Matching Investor Opinion Despite 26% SlumpMTG Co., Ltd. ( TSE:7806 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...분석 기사 • Oct 15Does MTG (TSE:7806) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Buy Or Sell Opportunity • Oct 02Now 21% undervaluedOver the last 90 days, the stock has risen 21% to JP¥4,355. The fair value is estimated to be JP¥5,491, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.분석 기사 • Oct 02Is MTG (TSE:7806) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...공시 • Sep 23MTG Co., Ltd. to Report Fiscal Year 2025 Results on Nov 11, 2025MTG Co., Ltd. announced that they will report fiscal year 2025 results on Nov 11, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 24 December 2025. Payout ratio is a comfortable 7.5% but the company is paying out more than the cash it is generating. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.2%).분석 기사 • Sep 05Shareholders Would Enjoy A Repeat Of MTG's (TSE:7806) Recent Growth In ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Price Target Changed • Aug 31Price target increased by 7.1% to JP¥5,970Up from JP¥5,575, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥4,590. Stock is up 205% over the past year. The company is forecast to post earnings per share of JP¥161 for next year compared to JP¥57.66 last year.Buy Or Sell Opportunity • Aug 27Now 22% undervaluedOver the last 90 days, the stock has risen 30% to JP¥4,440. The fair value is estimated to be JP¥5,674, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.분석 기사 • Aug 22Calculating The Fair Value Of MTG Co., Ltd. (TSE:7806)Key Insights The projected fair value for MTG is JP¥5,545 based on 2 Stage Free Cash Flow to Equity Current share price...Reported Earnings • Aug 02Third quarter 2025 earnings released: EPS: JP¥29.34 (vs JP¥2.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.34 (up from JP¥2.36 in 3Q 2024). Revenue: JP¥23.4b (up 31% from 3Q 2024). Net income: JP¥1.15b (up JP¥1.06b from 3Q 2024). Profit margin: 4.9% (up from 0.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Personal Products 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 increased by 50% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 22Why Investors Shouldn't Be Surprised By MTG Co., Ltd.'s (TSE:7806) 27% Share Price SurgeDespite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 27% in the last...분석 기사 • Jul 13With EPS Growth And More, MTG (TSE:7806) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Buy Or Sell Opportunity • Jul 07Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to JP¥3,725. The fair value is estimated to be JP¥3,002, 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 6.0%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.공시 • Jun 20MTG Co., Ltd. to Report Q3, 2025 Results on Jul 31, 2025MTG Co., Ltd. announced that they will report Q3, 2025 results on Jul 31, 2025분석 기사 • Jun 02We Like These Underlying Return On Capital Trends At MTG (TSE:7806)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buy Or Sell Opportunity • May 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 78% to JP¥3,450. The fair value is estimated to be JP¥2,788, 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 6.0%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 4.1% per annum over the same time period.분석 기사 • May 07Earnings Not Telling The Story For MTG Co., Ltd. (TSE:7806) After Shares Rise 31%Despite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 31% in the last...Board Change • Apr 19Less 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 Takeshi Kuroda was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 05MTG Co., Ltd. to Report Q2, 2025 Results on May 08, 2025MTG Co., Ltd. announced that they will report Q2, 2025 results on May 08, 2025분석 기사 • Mar 24This Just In: Analysts Are Boosting Their MTG Co., Ltd. (TSE:7806) Outlook for This YearMTG Co., Ltd. ( TSE:7806 ) shareholders will have a reason to smile today, with the analysts making substantial...Major Estimate Revision • Mar 22Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥75.8b to JP¥87.6b. EPS estimate increased from JP¥78.07 to JP¥104 per share. Net income forecast to shrink 6.2% next year vs 10% growth forecast for Personal Products industry in Japan . Consensus price target up from JP¥1,600 to JP¥2,900. Share price was steady at JP¥2,580 over the past week.Buy Or Sell Opportunity • Mar 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 71% to JP¥2,599. The fair value is estimated to be JP¥2,131, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 0.5% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥2,553, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the Personal Products industry in Japan. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,132 per share.분석 기사 • Mar 11There's Reason For Concern Over MTG Co., Ltd.'s (TSE:7806) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider MTG...공시 • Mar 11+ 1 more updateMTG Co., Ltd. Provides Dividend Guidance for the Year Ending September 30, 2025MTG Co., Ltd. provided dividend guidance for the year ending September 30, 2025. For the year, the company expects to pay a dividend of JPY 15.00 per share against JPY 13.00 per share paid a year ago.Reported Earnings • Mar 11First quarter 2025 earnings released: EPS: JP¥60.00 (vs JP¥10.22 in 1Q 2024)First quarter 2025 results: EPS: JP¥60.00 (up from JP¥10.22 in 1Q 2024). Revenue: JP¥23.7b (up 39% from 1Q 2024). Net income: JP¥2.38b (up 489% from 1Q 2024). Profit margin: 10.0% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 17% to JP¥1,840. The fair value is estimated to be JP¥2,303, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.분석 기사 • Jan 13Estimating The Fair Value Of MTG Co., Ltd. (TSE:7806)Key Insights MTG's estimated fair value is JP¥2,271 based on 2 Stage Free Cash Flow to Equity With JP¥1,821 share...Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,013, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 24x in the Personal Products industry in Japan. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,236 per share.Valuation Update With 7 Day Price Move • Dec 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,770, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Personal Products industry in Japan. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,223 per share.Buy Or Sell Opportunity • Dec 13Now 20% undervaluedOver the last 90 days, the stock has risen 16% to JP¥1,770. The fair value is estimated to be JP¥2,223, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.New Risk • Dec 06New 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 5.2% 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.2% average weekly change).분석 기사 • Nov 21MTG Co., Ltd.'s (TSE:7806) Shares Climb 27% But Its Business Is Yet to Catch UpDespite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 27% in the last...분석 기사 • Nov 19There May Be Underlying Issues With The Quality Of MTG's (TSE:7806) EarningsMTG Co., Ltd. ( TSE:7806 ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...Reported Earnings • Nov 13Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥73.07 (up from JP¥50.35 in FY 2023). Revenue: JP¥71.9b (up 20% from FY 2023). Net income: JP¥2.89b (up 46% from FY 2023). Profit margin: 4.0% (up from 3.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • Nov 12MTG Co., Ltd. (TSE:7806) announces an Equity Buyback for 750,000 shares, representing 1.87% for ¥1,204.5 million.MTG Co., Ltd. (TSE:7806) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares , representing 1.9% of its share capital for ¥1,204.5 million. The shares will be repurchased at a price of ¥1,606 per share. The aim of the buyback is to implement a flexible capital policy in response to changes in the business environment, and improving capital efficiency. The repurchases will take place on November 12, 2024. As of September 30, 2024, the company had 40,103,528 issued shares (excluding treasury stock) and 109,398 shares in treasury.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,785, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Personal Products industry in Japan. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,256 per share.공시 • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 23, 2024MTG Co., Ltd., Annual General Meeting, Dec 23, 2024.공시 • Sep 21MTG Co., Ltd. to Report Fiscal Year 2024 Results on Nov 11, 2024MTG Co., Ltd. announced that they will report fiscal year 2024 results on Nov 11, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 23 December 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.0%).Reported Earnings • Aug 02Third quarter 2024 earnings released: EPS: JP¥7.13 (vs JP¥7.74 in 3Q 2023)Third quarter 2024 results: EPS: JP¥7.13 (down from JP¥7.74 in 3Q 2023). Revenue: JP¥17.8b (up 17% from 3Q 2023). Net income: JP¥281.0m (down 7.9% from 3Q 2023). Profit margin: 1.6% (down from 2.0% in 3Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • Jun 20MTG Co., Ltd. to Report Q3, 2024 Results on Jul 31, 2024MTG Co., Ltd. announced that they will report Q3, 2024 results on Jul 31, 2024분석 기사 • May 21MTG's (TSE:7806) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from MTG Co., Ltd. ( TSE:7806 ) despite the healthy...Reported Earnings • May 12Second quarter 2024 earnings released: EPS: JP¥24.22 (vs JP¥18.50 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.22 (up from JP¥18.50 in 2Q 2023). Revenue: JP¥15.7b (up 21% from 2Q 2023). Net income: JP¥955.0m (up 31% from 2Q 2023). Profit margin: 6.1% (up from 5.6% in 2Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Declared Dividend • May 12Dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 23rd December 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 32%.Price Target Changed • Apr 11Price target increased by 11% to JP¥1,660Up from JP¥1,500, the current price target is an average from 2 analysts. New target price is 5.5% above last closing price of JP¥1,573. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥61.04 for next year compared to JP¥50.35 last year.Buy Or Sell Opportunity • Mar 28Now 20% undervaluedOver the last 90 days, the stock has risen 7.5% to JP¥1,572. The fair value is estimated to be JP¥1,971, 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. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.공시 • Mar 27MTG Co., Ltd. to Report Q2, 2024 Results on May 10, 2024MTG Co., Ltd. announced that they will report Q2, 2024 results on May 10, 2024Buy Or Sell Opportunity • Mar 02Now 21% undervaluedOver the last 90 days, the stock has risen 11% to JP¥1,523. The fair value is estimated to be JP¥1,930, 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. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Buy Or Sell Opportunity • Feb 14Now 22% undervaluedOver the last 90 days, the stock has risen 10% to JP¥1,536. The fair value is estimated to be JP¥1,958, 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. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Reported Earnings • Feb 08First quarter 2024 earnings released: EPS: JP¥12.91 (vs JP¥10.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥12.91 (up from JP¥10.84 in 1Q 2023). Revenue: JP¥17.1b (up 15% from 1Q 2023). Net income: JP¥509.0m (up 19% from 1Q 2023). Profit margin: 3.0% (in line with 1Q 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Feb 07+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2024MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2024. For the period, the company expects net sales of JPY 67,000 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 2,000 million and earnings per share of JPY 50.74.Buying Opportunity • Jan 09Now 20% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be JP¥1,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Reported Earnings • Dec 28Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥50.35 (down from JP¥68.49 in FY 2022). Revenue: JP¥60.2b (up 23% from FY 2022). Net income: JP¥1.98b (down 26% from FY 2022). Profit margin: 3.3% (down from 5.5% in FY 2022). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.공시 • Dec 24MTG Co., Ltd. to Report Q1, 2024 Results on Feb 06, 2024MTG Co., Ltd. announced that they will report Q1, 2024 results on Feb 06, 2024Major Estimate Revision • Dec 08Consensus EPS estimates fall by 21%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥63.3b to JP¥67.4b. EPS estimate fell from JP¥70.59 to JP¥55.80 per share. Net income forecast to grow 11% next year vs 16% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥1,500 to JP¥1,600. Share price was steady at JP¥1,355 over the past week.공시 • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 21, 2023MTG Co., Ltd., Annual General Meeting, Dec 21, 2023.공시 • Nov 10+ 1 more updateMTG Co., Ltd. Announces Dividend for the Year Ended September 30, 2023, Payable on December 22, 2023; Provides Dividend Guidance for the Fiscal Year Ending September 30, 2024MTG Co., Ltd. announced dividend of JPY 10.00 per share for the year ended September 30, 2023 against JPY 10.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments: December 22, 2023.The company provided dividend guidance for the fiscal year ending September 30, 2024. For the year, the company expects dividend of JPY 10.00 per share against JPY 10.00 per share paid for the same period a year ago.Reported Earnings • Nov 10Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥50.35 (down from JP¥68.49 in FY 2022). Revenue: JP¥60.2b (up 23% from FY 2022). Net income: JP¥1.98b (down 26% from FY 2022). Profit margin: 3.3% (down from 5.5% in FY 2022). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 25 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).공시 • Sep 14MTG Co., Ltd. to Report Fiscal Year 2023 Results on Nov 09, 2023MTG Co., Ltd. announced that they will report fiscal year 2023 results on Nov 09, 2023Reported Earnings • Aug 09Third quarter 2023 earnings released: EPS: JP¥7.74 (vs JP¥0.28 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.74 (up from JP¥0.28 loss in 3Q 2022). Revenue: JP¥15.3b (up 28% from 3Q 2022). Net income: JP¥305.0m (up JP¥316.0m from 3Q 2022). Profit margin: 2.0% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.공시 • Jun 21MTG Co., Ltd. to Report Q3, 2023 Results on Aug 04, 2023MTG Co., Ltd. announced that they will report Q3, 2023 results on Aug 04, 2023Major Estimate Revision • May 17Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥55.4b to JP¥57.2b. EPS estimate increased from JP¥45.05 to JP¥56.97 per share. Net income forecast to grow 33% next year vs 25% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥1,400 unchanged from last update. Share price rose 7.5% to JP¥1,514 over the past week.공시 • May 12+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2023MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2023. For the year, the company expects net sales of JPY 58,000 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 1,600 million and earnings per share of JPY 40.61.Reported Earnings • May 12Second quarter 2023 earnings released: EPS: JP¥18.50 (vs JP¥14.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.50 (up from JP¥14.62 in 2Q 2022). Revenue: JP¥13.0b (up 30% from 2Q 2022). Net income: JP¥729.0m (up 28% from 2Q 2022). Profit margin: 5.6% (down from 5.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥10.84 (vs JP¥34.85 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.84 (down from JP¥34.85 in 1Q 2022). Revenue: JP¥14.8b (up 16% from 1Q 2022). Net income: JP¥427.0m (down 69% from 1Q 2022). Profit margin: 2.9% (down from 11% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products 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 21% per year, which means it is significantly lagging earnings growth.공시 • Feb 09+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2023MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2023. For the year, the company expects net sales of JPY 57,000 million, operating profit of JPY 2,600 million, profit attributable to owners of parent of JPY 1,400 million and earnings per share of JPY 35.54.공시 • Jan 12MTG Co., Ltd. to Report Q1, 2023 Results on Feb 08, 2023MTG Co., Ltd. announced that they will report Q1, 2023 results on Feb 08, 2023Reported Earnings • Dec 28Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥68.49 (down from JP¥142 in FY 2021). Revenue: JP¥49.0b (up 14% from FY 2021). Net income: JP¥2.69b (down 52% from FY 2021). Profit margin: 5.5% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.이익 및 매출 성장 예측TSE:7806 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수9/30/2028179,13314,8608,30212,62639/30/2027154,80012,2983,72110,23949/30/2026135,00010,4404,50312,50313/31/2026118,63811,104-10,5354,790N/A12/31/2025109,5599,504N/AN/AN/A9/30/202598,8107,934-2,6637,833N/A6/30/202591,3806,820N/AN/AN/A3/31/202585,8245,761185,136N/A12/31/202478,4514,251N/AN/AN/A9/30/202471,8652,279-3,226983N/A6/30/202467,5911,789N/AN/AN/A3/31/202465,0672,001-1,4741,406N/A12/31/202362,3921,960N/AN/AN/A9/30/202360,1541,9841,2372,686N/A6/30/202357,3832,225N/AN/AN/A3/31/202354,0591,9091,5762,675N/A12/31/202251,0611,751N/AN/AN/A9/30/202248,9842,6858741,879N/A6/30/202245,7713,759N/AN/AN/A3/31/202245,3704,5303,9954,715N/A12/31/202144,6185,649N/AN/AN/A9/30/202142,7995,5923,3503,927N/A6/30/202141,6865,069N/AN/AN/A3/31/202139,5435,3419011,848N/A12/31/202036,4732,868N/AN/AN/A9/30/202034,8451,525-5531,536N/A6/30/202033,221-16,372N/AN/AN/A3/31/202033,313-21,268-14,438-11,189N/A12/31/201935,047-24,287N/AN/AN/A9/30/201936,046-26,207N/A-11,594N/A6/30/201942,596-10,402N/AN/AN/A3/31/201948,173-5,507N/AN/AN/A12/31/201854,481169N/AN/AN/A9/30/201858,3774,002N/A-1,219N/A9/30/201745,3254,306N/AN/AN/A9/30/201629,4802,421N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 7806 의 연간 예상 수익 증가율(14%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 7806 의 연간 수익(14%)이 JP 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 7806 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 7806 의 수익(연간 15.6%)이 JP 시장(연간 5.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 7806 의 수익(연간 15.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 7806의 자본 수익률은 3년 후 18.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHousehold 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 09:24종가2026/05/27 00:00수익2026/03/31연간 수익2025/09/30데이터 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 소스MTG Co., Ltd.는 9명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Oliver James Gray MatthewCLSAJiro KojimaDaiwa Securities Co. Ltd.null nullDaiwa Securities Co. Ltd.6명의 분석가 더 보기
Price Target Changed • Mar 04Price target increased by 11% to JP¥7,075Up from JP¥6,400, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥5,670. Stock is up 197% over the past year. The company is forecast to post earnings per share of JP¥270 for next year compared to JP¥202 last year.
분석 기사 • Feb 17MTG Co., Ltd. Beat Revenue Forecasts By 18%: Here's What Analysts Are Forecasting NextShareholders of MTG Co., Ltd. ( TSE:7806 ) will be pleased this week, given that the stock price is up 20% to JP¥5,270...
공시 • Feb 14MTG Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2026MTG Co., Ltd. revised consolidated earnings guidance for the fiscal year ending September 30, 2026. For the period, the company expects net sales to be JPY 128,000 million, operating profit to be JPY 14,000 million, profit attributable to owners of parent to be JPY 9,500 million or JPY 241.82 per basic share.
Major Estimate Revision • Dec 02Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥112.6b to JP¥120.2b. EPS estimate increased from JP¥193 to JP¥235 per share. Net income forecast to grow 17% next year vs 14% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥5,970 to JP¥6,400. Share price rose 12% to JP¥4,435 over the past week.
Price Target Changed • Aug 31Price target increased by 7.1% to JP¥5,970Up from JP¥5,575, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥4,590. Stock is up 205% over the past year. The company is forecast to post earnings per share of JP¥161 for next year compared to JP¥57.66 last year.
Major Estimate Revision • Mar 22Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥75.8b to JP¥87.6b. EPS estimate increased from JP¥78.07 to JP¥104 per share. Net income forecast to shrink 6.2% next year vs 10% growth forecast for Personal Products industry in Japan . Consensus price target up from JP¥1,600 to JP¥2,900. Share price was steady at JP¥2,580 over the past week.
분석 기사 • May 20We Think That There Are Issues Underlying MTG's (TSE:7806) EarningsMTG Co., Ltd. ( TSE:7806 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Declared Dividend • May 14Dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%.
Reported Earnings • May 13Second quarter 2026 earnings released: EPS: JP¥98.66 (vs JP¥58.09 in 2Q 2025)Second quarter 2026 results: EPS: JP¥98.66 (up from JP¥58.09 in 2Q 2025). Revenue: JP¥32.1b (up 39% from 2Q 2025). Net income: JP¥3.88b (up 70% from 2Q 2025). Profit margin: 12% (up from 9.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year whereas the company’s share price has increased by 64% per year.
Price Target Changed • Mar 04Price target increased by 11% to JP¥7,075Up from JP¥6,400, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥5,670. Stock is up 197% over the past year. The company is forecast to post earnings per share of JP¥270 for next year compared to JP¥202 last year.
분석 기사 • Feb 17MTG Co., Ltd. Beat Revenue Forecasts By 18%: Here's What Analysts Are Forecasting NextShareholders of MTG Co., Ltd. ( TSE:7806 ) will be pleased this week, given that the stock price is up 20% to JP¥5,270...
Reported Earnings • Feb 14First quarter 2026 earnings released: EPS: JP¥100 (vs JP¥60.00 in 1Q 2025)First quarter 2026 results: EPS: JP¥100 (up from JP¥60.00 in 1Q 2025). Revenue: JP¥34.4b (up 45% from 1Q 2025). Net income: JP¥3.95b (up 66% from 1Q 2025). Profit margin: 12% (up from 10.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 58% per year.
공시 • Feb 14MTG Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending September 30, 2026MTG Co., Ltd. revised consolidated earnings guidance for the fiscal year ending September 30, 2026. For the period, the company expects net sales to be JPY 128,000 million, operating profit to be JPY 14,000 million, profit attributable to owners of parent to be JPY 9,500 million or JPY 241.82 per basic share.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,030, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Personal Products industry in Japan. Total returns to shareholders of 274% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,850 per share.
분석 기사 • Feb 03Is Now The Time To Put MTG (TSE:7806) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Jan 19MTG (TSE:7806) Shareholders Will Want The ROCE Trajectory To ContinueThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
분석 기사 • Jan 05Is MTG Co., Ltd. (TSE:7806) Trading At A 34% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, MTG fair value estimate is JP¥7,438 MTG is estimated to be 34...
공시 • Dec 26MTG Co., Ltd. to Report Q1, 2026 Results on Feb 12, 2026MTG Co., Ltd. announced that they will report Q1, 2026 results on Feb 12, 2026
Reported Earnings • Dec 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥202 (up from JP¥57.66 in FY 2024). Revenue: JP¥98.8b (up 38% from FY 2024). Net income: JP¥7.93b (up 248% from FY 2024). Profit margin: 8.0% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 51% per year.
공시 • Dec 17MTG Co., Ltd. to Showcase its New Product, ReFa AI Color Recipe Pro at CES 2026 in Las VegasMTG Co., Ltd. announced that it will exhibit its new product, "ReFa AI Color Recipe PRO," at CES 2026 in Las Vegas, from January 6 to 9, 2026. MTG will showcase its innovative technology that reproduces professional hair coloring techniques through AI, sharing this creation, developed in Japan, with the world. ReFa AI Color Recipe PRO is a next-generation professional hair color AI solution that recreates high-tone color techniques through advanced AI technology. Supervised by SHOKI and developed by strategic partner, FABIA Inc. (HQ: Shibuya, Tokyo), the system utilizes a proprietary algorithmic database that transforms his extensive expertise and experience into data, enabling it to instantly generate the most suitable color formula from approximately 4,500 color recipes. MTG and FABIA Inc. co-developed to create and promote ReFa AI COLOR RECIPE PRO, with the goal of enhancing salon productivity and elevating the overall customer experience. Japan's salon market is seeing rising demand for bright, translucent hair colors like gray blending and high-tone bleach styles, and this AI tool standardizes color results and supports stylist training. It helps salon stylists deliver consistent, high-quality color services, no matter their experience level. By simply taking a photo of the client's hair before the treatment, the AI automatically recommends the optimal color recipe that matches the desired shade. After the coloring process, uploading a photo of the finished result allows the AI to analyze the outcome and provide detailed feedback across three scoring categories. This enables both beginner and experienced stylists to achieve consistent, high-quality results with confidence. The app features an advanced management dashboard that visualizes performance data by salon and by stylist, enabling salons to track technical progress and performance trends over time, as well as providing an educational platform for standardized color training. By developing AI-optimized color formulas, it enhances technical precision, nurtures young talent, and drives sustainable growth and innovation in the beauty industry.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥5,080, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Personal Products industry in Japan. Total returns to shareholders of 299% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,294 per share.
Major Estimate Revision • Dec 02Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥112.6b to JP¥120.2b. EPS estimate increased from JP¥193 to JP¥235 per share. Net income forecast to grow 17% next year vs 14% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥5,970 to JP¥6,400. Share price rose 12% to JP¥4,435 over the past week.
분석 기사 • Nov 18Impressive Earnings May Not Tell The Whole Story For MTG (TSE:7806)MTG Co., Ltd.'s ( TSE:7806 ) stock was strong after they recently reported robust earnings. However, our analysis...
Buy Or Sell Opportunity • Nov 17Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,700. The fair value is estimated to be JP¥6,083, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 52%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.
Reported Earnings • Nov 13Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥202 (up from JP¥57.66 in FY 2024). Revenue: JP¥98.8b (up 38% from FY 2024). Net income: JP¥7.93b (up 248% from FY 2024). Profit margin: 8.0% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥4,370, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the Personal Products industry in Japan. Total returns to shareholders of 269% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,026 per share.
공시 • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 23, 2025MTG Co., Ltd., Annual General Meeting, Dec 23, 2025.
분석 기사 • Oct 29MTG Co., Ltd.'s (TSE:7806) Share Price Is Still Matching Investor Opinion Despite 26% SlumpMTG Co., Ltd. ( TSE:7806 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
분석 기사 • Oct 15Does MTG (TSE:7806) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Buy Or Sell Opportunity • Oct 02Now 21% undervaluedOver the last 90 days, the stock has risen 21% to JP¥4,355. The fair value is estimated to be JP¥5,491, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
분석 기사 • Oct 02Is MTG (TSE:7806) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
공시 • Sep 23MTG Co., Ltd. to Report Fiscal Year 2025 Results on Nov 11, 2025MTG Co., Ltd. announced that they will report fiscal year 2025 results on Nov 11, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 24 December 2025. Payout ratio is a comfortable 7.5% but the company is paying out more than the cash it is generating. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.2%).
분석 기사 • Sep 05Shareholders Would Enjoy A Repeat Of MTG's (TSE:7806) Recent Growth In ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Price Target Changed • Aug 31Price target increased by 7.1% to JP¥5,970Up from JP¥5,575, the current price target is an average from 2 analysts. New target price is 30% above last closing price of JP¥4,590. Stock is up 205% over the past year. The company is forecast to post earnings per share of JP¥161 for next year compared to JP¥57.66 last year.
Buy Or Sell Opportunity • Aug 27Now 22% undervaluedOver the last 90 days, the stock has risen 30% to JP¥4,440. The fair value is estimated to be JP¥5,674, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
분석 기사 • Aug 22Calculating The Fair Value Of MTG Co., Ltd. (TSE:7806)Key Insights The projected fair value for MTG is JP¥5,545 based on 2 Stage Free Cash Flow to Equity Current share price...
Reported Earnings • Aug 02Third quarter 2025 earnings released: EPS: JP¥29.34 (vs JP¥2.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.34 (up from JP¥2.36 in 3Q 2024). Revenue: JP¥23.4b (up 31% from 3Q 2024). Net income: JP¥1.15b (up JP¥1.06b from 3Q 2024). Profit margin: 4.9% (up from 0.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Personal Products 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 increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 22Why Investors Shouldn't Be Surprised By MTG Co., Ltd.'s (TSE:7806) 27% Share Price SurgeDespite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 27% in the last...
분석 기사 • Jul 13With EPS Growth And More, MTG (TSE:7806) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Buy Or Sell Opportunity • Jul 07Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to JP¥3,725. The fair value is estimated to be JP¥3,002, 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 6.0%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
공시 • Jun 20MTG Co., Ltd. to Report Q3, 2025 Results on Jul 31, 2025MTG Co., Ltd. announced that they will report Q3, 2025 results on Jul 31, 2025
분석 기사 • Jun 02We Like These Underlying Return On Capital Trends At MTG (TSE:7806)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buy Or Sell Opportunity • May 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 78% to JP¥3,450. The fair value is estimated to be JP¥2,788, 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 6.0%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 4.1% per annum over the same time period.
분석 기사 • May 07Earnings Not Telling The Story For MTG Co., Ltd. (TSE:7806) After Shares Rise 31%Despite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 31% in the last...
Board Change • Apr 19Less 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 Takeshi Kuroda was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 05MTG Co., Ltd. to Report Q2, 2025 Results on May 08, 2025MTG Co., Ltd. announced that they will report Q2, 2025 results on May 08, 2025
분석 기사 • Mar 24This Just In: Analysts Are Boosting Their MTG Co., Ltd. (TSE:7806) Outlook for This YearMTG Co., Ltd. ( TSE:7806 ) shareholders will have a reason to smile today, with the analysts making substantial...
Major Estimate Revision • Mar 22Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥75.8b to JP¥87.6b. EPS estimate increased from JP¥78.07 to JP¥104 per share. Net income forecast to shrink 6.2% next year vs 10% growth forecast for Personal Products industry in Japan . Consensus price target up from JP¥1,600 to JP¥2,900. Share price was steady at JP¥2,580 over the past week.
Buy Or Sell Opportunity • Mar 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 71% to JP¥2,599. The fair value is estimated to be JP¥2,131, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 0.5% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥2,553, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the Personal Products industry in Japan. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,132 per share.
분석 기사 • Mar 11There's Reason For Concern Over MTG Co., Ltd.'s (TSE:7806) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider MTG...
공시 • Mar 11+ 1 more updateMTG Co., Ltd. Provides Dividend Guidance for the Year Ending September 30, 2025MTG Co., Ltd. provided dividend guidance for the year ending September 30, 2025. For the year, the company expects to pay a dividend of JPY 15.00 per share against JPY 13.00 per share paid a year ago.
Reported Earnings • Mar 11First quarter 2025 earnings released: EPS: JP¥60.00 (vs JP¥10.22 in 1Q 2024)First quarter 2025 results: EPS: JP¥60.00 (up from JP¥10.22 in 1Q 2024). Revenue: JP¥23.7b (up 39% from 1Q 2024). Net income: JP¥2.38b (up 489% from 1Q 2024). Profit margin: 10.0% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 17% to JP¥1,840. The fair value is estimated to be JP¥2,303, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
분석 기사 • Jan 13Estimating The Fair Value Of MTG Co., Ltd. (TSE:7806)Key Insights MTG's estimated fair value is JP¥2,271 based on 2 Stage Free Cash Flow to Equity With JP¥1,821 share...
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,013, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 24x in the Personal Products industry in Japan. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,236 per share.
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,770, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Personal Products industry in Japan. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,223 per share.
Buy Or Sell Opportunity • Dec 13Now 20% undervaluedOver the last 90 days, the stock has risen 16% to JP¥1,770. The fair value is estimated to be JP¥2,223, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
New Risk • Dec 06New 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 5.2% 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.2% average weekly change).
분석 기사 • Nov 21MTG Co., Ltd.'s (TSE:7806) Shares Climb 27% But Its Business Is Yet to Catch UpDespite an already strong run, MTG Co., Ltd. ( TSE:7806 ) shares have been powering on, with a gain of 27% in the last...
분석 기사 • Nov 19There May Be Underlying Issues With The Quality Of MTG's (TSE:7806) EarningsMTG Co., Ltd. ( TSE:7806 ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...
Reported Earnings • Nov 13Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥73.07 (up from JP¥50.35 in FY 2023). Revenue: JP¥71.9b (up 20% from FY 2023). Net income: JP¥2.89b (up 46% from FY 2023). Profit margin: 4.0% (up from 3.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • Nov 12MTG Co., Ltd. (TSE:7806) announces an Equity Buyback for 750,000 shares, representing 1.87% for ¥1,204.5 million.MTG Co., Ltd. (TSE:7806) announces a share repurchase program. Under the program, the company will repurchase up to 750,000 shares , representing 1.9% of its share capital for ¥1,204.5 million. The shares will be repurchased at a price of ¥1,606 per share. The aim of the buyback is to implement a flexible capital policy in response to changes in the business environment, and improving capital efficiency. The repurchases will take place on November 12, 2024. As of September 30, 2024, the company had 40,103,528 issued shares (excluding treasury stock) and 109,398 shares in treasury.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,785, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Personal Products industry in Japan. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,256 per share.
공시 • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 23, 2024MTG Co., Ltd., Annual General Meeting, Dec 23, 2024.
공시 • Sep 21MTG Co., Ltd. to Report Fiscal Year 2024 Results on Nov 11, 2024MTG Co., Ltd. announced that they will report fiscal year 2024 results on Nov 11, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 23 December 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.0%).
Reported Earnings • Aug 02Third quarter 2024 earnings released: EPS: JP¥7.13 (vs JP¥7.74 in 3Q 2023)Third quarter 2024 results: EPS: JP¥7.13 (down from JP¥7.74 in 3Q 2023). Revenue: JP¥17.8b (up 17% from 3Q 2023). Net income: JP¥281.0m (down 7.9% from 3Q 2023). Profit margin: 1.6% (down from 2.0% in 3Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • Jun 20MTG Co., Ltd. to Report Q3, 2024 Results on Jul 31, 2024MTG Co., Ltd. announced that they will report Q3, 2024 results on Jul 31, 2024
분석 기사 • May 21MTG's (TSE:7806) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from MTG Co., Ltd. ( TSE:7806 ) despite the healthy...
Reported Earnings • May 12Second quarter 2024 earnings released: EPS: JP¥24.22 (vs JP¥18.50 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.22 (up from JP¥18.50 in 2Q 2023). Revenue: JP¥15.7b (up 21% from 2Q 2023). Net income: JP¥955.0m (up 31% from 2Q 2023). Profit margin: 6.1% (up from 5.6% in 2Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Declared Dividend • May 12Dividend of JP¥10.00 announcedDividend of JP¥10.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 23rd December 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 32%.
Price Target Changed • Apr 11Price target increased by 11% to JP¥1,660Up from JP¥1,500, the current price target is an average from 2 analysts. New target price is 5.5% above last closing price of JP¥1,573. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥61.04 for next year compared to JP¥50.35 last year.
Buy Or Sell Opportunity • Mar 28Now 20% undervaluedOver the last 90 days, the stock has risen 7.5% to JP¥1,572. The fair value is estimated to be JP¥1,971, 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. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
공시 • Mar 27MTG Co., Ltd. to Report Q2, 2024 Results on May 10, 2024MTG Co., Ltd. announced that they will report Q2, 2024 results on May 10, 2024
Buy Or Sell Opportunity • Mar 02Now 21% undervaluedOver the last 90 days, the stock has risen 11% to JP¥1,523. The fair value is estimated to be JP¥1,930, 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. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Buy Or Sell Opportunity • Feb 14Now 22% undervaluedOver the last 90 days, the stock has risen 10% to JP¥1,536. The fair value is estimated to be JP¥1,958, 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. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Reported Earnings • Feb 08First quarter 2024 earnings released: EPS: JP¥12.91 (vs JP¥10.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥12.91 (up from JP¥10.84 in 1Q 2023). Revenue: JP¥17.1b (up 15% from 1Q 2023). Net income: JP¥509.0m (up 19% from 1Q 2023). Profit margin: 3.0% (in line with 1Q 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Feb 07+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2024MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2024. For the period, the company expects net sales of JPY 67,000 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 2,000 million and earnings per share of JPY 50.74.
Buying Opportunity • Jan 09Now 20% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be JP¥1,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Reported Earnings • Dec 28Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥50.35 (down from JP¥68.49 in FY 2022). Revenue: JP¥60.2b (up 23% from FY 2022). Net income: JP¥1.98b (down 26% from FY 2022). Profit margin: 3.3% (down from 5.5% in FY 2022). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
공시 • Dec 24MTG Co., Ltd. to Report Q1, 2024 Results on Feb 06, 2024MTG Co., Ltd. announced that they will report Q1, 2024 results on Feb 06, 2024
Major Estimate Revision • Dec 08Consensus EPS estimates fall by 21%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥63.3b to JP¥67.4b. EPS estimate fell from JP¥70.59 to JP¥55.80 per share. Net income forecast to grow 11% next year vs 16% growth forecast for Personal Products industry in Japan. Consensus price target up from JP¥1,500 to JP¥1,600. Share price was steady at JP¥1,355 over the past week.
공시 • Nov 11MTG Co., Ltd., Annual General Meeting, Dec 21, 2023MTG Co., Ltd., Annual General Meeting, Dec 21, 2023.
공시 • Nov 10+ 1 more updateMTG Co., Ltd. Announces Dividend for the Year Ended September 30, 2023, Payable on December 22, 2023; Provides Dividend Guidance for the Fiscal Year Ending September 30, 2024MTG Co., Ltd. announced dividend of JPY 10.00 per share for the year ended September 30, 2023 against JPY 10.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments: December 22, 2023.The company provided dividend guidance for the fiscal year ending September 30, 2024. For the year, the company expects dividend of JPY 10.00 per share against JPY 10.00 per share paid for the same period a year ago.
Reported Earnings • Nov 10Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥50.35 (down from JP¥68.49 in FY 2022). Revenue: JP¥60.2b (up 23% from FY 2022). Net income: JP¥1.98b (down 26% from FY 2022). Profit margin: 3.3% (down from 5.5% in FY 2022). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 25 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).
공시 • Sep 14MTG Co., Ltd. to Report Fiscal Year 2023 Results on Nov 09, 2023MTG Co., Ltd. announced that they will report fiscal year 2023 results on Nov 09, 2023
Reported Earnings • Aug 09Third quarter 2023 earnings released: EPS: JP¥7.74 (vs JP¥0.28 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.74 (up from JP¥0.28 loss in 3Q 2022). Revenue: JP¥15.3b (up 28% from 3Q 2022). Net income: JP¥305.0m (up JP¥316.0m from 3Q 2022). Profit margin: 2.0% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
공시 • Jun 21MTG Co., Ltd. to Report Q3, 2023 Results on Aug 04, 2023MTG Co., Ltd. announced that they will report Q3, 2023 results on Aug 04, 2023
Major Estimate Revision • May 17Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from JP¥55.4b to JP¥57.2b. EPS estimate increased from JP¥45.05 to JP¥56.97 per share. Net income forecast to grow 33% next year vs 25% growth forecast for Personal Products industry in Japan. Consensus price target of JP¥1,400 unchanged from last update. Share price rose 7.5% to JP¥1,514 over the past week.
공시 • May 12+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2023MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2023. For the year, the company expects net sales of JPY 58,000 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 1,600 million and earnings per share of JPY 40.61.
Reported Earnings • May 12Second quarter 2023 earnings released: EPS: JP¥18.50 (vs JP¥14.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.50 (up from JP¥14.62 in 2Q 2022). Revenue: JP¥13.0b (up 30% from 2Q 2022). Net income: JP¥729.0m (up 28% from 2Q 2022). Profit margin: 5.6% (down from 5.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥10.84 (vs JP¥34.85 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.84 (down from JP¥34.85 in 1Q 2022). Revenue: JP¥14.8b (up 16% from 1Q 2022). Net income: JP¥427.0m (down 69% from 1Q 2022). Profit margin: 2.9% (down from 11% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products 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 21% per year, which means it is significantly lagging earnings growth.
공시 • Feb 09+ 1 more updateMTG Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending September 30, 2023MTG Co., Ltd. provided consolidated earnings guidance for the year ending September 30, 2023. For the year, the company expects net sales of JPY 57,000 million, operating profit of JPY 2,600 million, profit attributable to owners of parent of JPY 1,400 million and earnings per share of JPY 35.54.
공시 • Jan 12MTG Co., Ltd. to Report Q1, 2023 Results on Feb 08, 2023MTG Co., Ltd. announced that they will report Q1, 2023 results on Feb 08, 2023
Reported Earnings • Dec 28Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥68.49 (down from JP¥142 in FY 2021). Revenue: JP¥49.0b (up 14% from FY 2021). Net income: JP¥2.69b (down 52% from FY 2021). Profit margin: 5.5% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.