View Future GrowthDKS 과거 순이익 실적과거 기준 점검 5/6DKS은 연평균 19.5%의 비율로 수입이 증가해 온 반면, Chemicals 산업은 수입이 5.4% 증가했습니다. 매출은 연평균 5.6%의 비율로 증가했습니다. DKS의 자기자본이익률은 12.5%이고 순이익률은 7.4%입니다.핵심 정보19.52%순이익 성장률20.56%주당순이익(EPS) 성장률Chemicals 산업 성장률6.58%매출 성장률5.65%자기자본이익률12.53%순이익률7.44%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥606 (up from JP¥270 in FY 2025). Revenue: JP¥82.9b (up 13% from FY 2025). Net income: JP¥6.17b (up 139% from FY 2025). Profit margin: 7.4% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals 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 67% per year, which means it is significantly lagging earnings growth.공시 • May 09DKS Co. Ltd. to Report Fiscal Year 2026 Results on May 13, 2026DKS Co. Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Reported Earnings • Jan 29Third quarter 2026 earnings released: EPS: JP¥193 (vs JP¥74.25 in 3Q 2025)Third quarter 2026 results: EPS: JP¥193 (up from JP¥74.25 in 3Q 2025). Revenue: JP¥22.6b (up 20% from 3Q 2025). Net income: JP¥2.05b (up 188% from 3Q 2025). Profit margin: 9.1% (up from 3.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 74% per year, which means it is significantly lagging earnings growth.공시 • Nov 29DKS Co. Ltd. to Report Q3, 2026 Results on Jan 28, 2026DKS Co. Ltd. announced that they will report Q3, 2026 results on Jan 28, 2026분석 기사 • Nov 20Impressive Earnings May Not Tell The Whole Story For DKS (TSE:4461)DKS Co. Ltd.'s ( TSE:4461 ) robust earnings report didn't manage to move the market for its stock. We did some digging...Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥121 (vs JP¥67.68 in 2Q 2025)Second quarter 2026 results: EPS: JP¥121 (up from JP¥67.68 in 2Q 2025). Revenue: JP¥18.6b (up 3.7% from 2Q 2025). Net income: JP¥1.20b (up 85% from 2Q 2025). Profit margin: 6.5% (up from 3.6% in 2Q 2025). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updatesReported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥606 (up from JP¥270 in FY 2025). Revenue: JP¥82.9b (up 13% from FY 2025). Net income: JP¥6.17b (up 139% from FY 2025). Profit margin: 7.4% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals 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 67% per year, which means it is significantly lagging earnings growth.공시 • May 13DKS Co. Ltd., Annual General Meeting, Jun 23, 2026DKS Co. Ltd., Annual General Meeting, Jun 23, 2026.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥9,830, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 448% over the past three years.공시 • May 09DKS Co. Ltd. to Report Fiscal Year 2026 Results on May 13, 2026DKS Co. Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥7,570, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 342% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥9,610, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 442% over the past three years.분석 기사 • Feb 03DKS' (TSE:4461) Shareholders Will Receive A Bigger Dividend Than Last YearDKS Co. Ltd. ( TSE:4461 ) will increase its dividend from last year's comparable payment on the 26th of June to ¥90.00...Buy Or Sell Opportunity • Feb 03Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 62% to JP¥10,900. The fair value is estimated to be JP¥8,442, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 88%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Reported Earnings • Jan 29Third quarter 2026 earnings released: EPS: JP¥193 (vs JP¥74.25 in 3Q 2025)Third quarter 2026 results: EPS: JP¥193 (up from JP¥74.25 in 3Q 2025). Revenue: JP¥22.6b (up 20% from 3Q 2025). Net income: JP¥2.05b (up 188% from 3Q 2025). Profit margin: 9.1% (up from 3.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 74% per year, which means it is significantly lagging earnings growth.분석 기사 • Jan 28DKS Co. Ltd. (TSE:4461) Looks Just Right With A 31% Price JumpDKS Co. Ltd. ( TSE:4461 ) shares have continued their recent momentum with a 31% gain in the last month alone. The...Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥10,670, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 496% over the past three years.Board Change • Dec 08Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Katsumi Hashimoto was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.분석 기사 • Dec 07DKS' (TSE:4461) Dividend Will Be Increased To ¥80.00DKS Co. Ltd. ( TSE:4461 ) has announced that it will be increasing its dividend from last year's comparable payment on...Declared Dividend • Dec 06First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 29DKS Co. Ltd. to Report Q3, 2026 Results on Jan 28, 2026DKS Co. Ltd. announced that they will report Q3, 2026 results on Jan 28, 2026분석 기사 • Nov 20Impressive Earnings May Not Tell The Whole Story For DKS (TSE:4461)DKS Co. Ltd.'s ( TSE:4461 ) robust earnings report didn't manage to move the market for its stock. We did some digging...Major Estimate Revision • Nov 20Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥80.0b to JP¥79.0b. EPS estimate rose from JP¥397 to JP¥439. Net income forecast to grow 43% next year vs 9.6% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥5,500 unchanged from last update. Share price rose 9.2% to JP¥7,930 over the past week.분석 기사 • Nov 13DKS Co. Ltd.'s (TSE:4461) 27% Price Boost Is Out Of Tune With EarningsDKS Co. Ltd. ( TSE:4461 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥121 (vs JP¥67.68 in 2Q 2025)Second quarter 2026 results: EPS: JP¥121 (up from JP¥67.68 in 2Q 2025). Revenue: JP¥18.6b (up 3.7% from 2Q 2025). Net income: JP¥1.20b (up 85% from 2Q 2025). Profit margin: 6.5% (up from 3.6% in 2Q 2025). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥7,070, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 318% over the past three years.New Risk • Oct 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).분석 기사 • Sep 09DKS' (TSE:4461) Shareholders Will Receive A Bigger Dividend Than Last YearDKS Co. Ltd.'s ( TSE:4461 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on 8th of...공시 • Sep 09DKS Co. Ltd. to Report Q2, 2026 Results on Oct 30, 2025DKS Co. Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025분석 기사 • Aug 26DKS' (TSE:4461) Shareholders Will Receive A Bigger Dividend Than Last YearDKS Co. Ltd.'s ( TSE:4461 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on 8th of...공시 • Aug 26DKS Co. Ltd. has filed a Follow-on Equity Offering.DKS Co. Ltd. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common StockReported Earnings • Jul 30First quarter 2026 earnings released: EPS: JP¥103 (vs JP¥63.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥103 (up from JP¥63.53 in 1Q 2025). Revenue: JP¥19.0b (up 8.6% from 1Q 2025). Net income: JP¥984.0m (up 62% from 1Q 2025). Profit margin: 5.2% (up from 3.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 29DKS Co. Ltd. (TSE:4461) Looks Just Right With A 33% Price JumpDespite an already strong run, DKS Co. Ltd. ( TSE:4461 ) shares have been powering on, with a gain of 33% in the last...분석 기사 • Jul 24DKS (TSE:4461) Is Paying Out A Larger Dividend Than Last YearDKS Co. Ltd.'s ( TSE:4461 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on 8th of...Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥4,475, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 103% over the past three years.분석 기사 • Jul 09DKS (TSE:4461) Has Announced That It Will Be Increasing Its Dividend To ¥60.00The board of DKS Co. Ltd. ( TSE:4461 ) has announced that it will be paying its dividend of ¥60.00 on the 8th of...Declared Dividend • Jul 09Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥270 (up from JP¥123 in FY 2024). Revenue: JP¥73.3b (up 16% from FY 2024). Net income: JP¥2.59b (up 120% from FY 2024). Profit margin: 3.5% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% 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 10DKS Co. Ltd. to Report Q1, 2026 Results on Jul 29, 2025DKS Co. Ltd. announced that they will report Q1, 2026 results on Jul 29, 2025분석 기사 • May 22Statutory Profit Doesn't Reflect How Good DKS' (TSE:4461) Earnings AreDKS Co. Ltd.'s ( TSE:4461 ) strong earnings report was rewarded with a positive stock price move. Our analysis found...Reported Earnings • May 19Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥270 (up from JP¥123 in FY 2024). Revenue: JP¥73.3b (up 16% from FY 2024). Net income: JP¥2.59b (up 120% from FY 2024). Profit margin: 3.5% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • May 17Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥77.7b to JP¥80.0b. EPS estimate fell from JP¥386 to JP¥345 per share. Net income forecast to grow 48% next year vs 11% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥5,500. Share price rose 25% to JP¥3,235 over the past week.분석 기사 • May 17DKS Co. Ltd. (TSE:4461) Stock Rockets 30% But Many Are Still Ignoring The CompanyDKS Co. Ltd. ( TSE:4461 ) shareholders would be excited to see that the share price has had a great month, posting a...분석 기사 • May 15We Think DKS (TSE:4461) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • May 14DKS Co. Ltd., Annual General Meeting, Jun 25, 2025DKS Co. Ltd., Annual General Meeting, Jun 25, 2025.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,005, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 41% over the past three years.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,376, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Chemicals industry in Japan. Negligible returns to shareholders over past three years.분석 기사 • Mar 27DKS (TSE:4461) Is Paying Out A Larger Dividend Than Last YearThe board of DKS Co. Ltd. ( TSE:4461 ) has announced that the dividend on 26th of June will be increased to ¥55.00...Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).공시 • Mar 08DKS Co. Ltd. to Report Fiscal Year 2025 Results on May 14, 2025DKS Co. Ltd. announced that they will report fiscal year 2025 results on May 14, 2025분석 기사 • Feb 03DKS Co. Ltd.'s (TSE:4461) Share Price Is Still Matching Investor Opinion Despite 25% SlumpDKS Co. Ltd. ( TSE:4461 ) shareholders that were waiting for something to happen have been dealt a blow with a 25...Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: JP¥74.24 (vs JP¥81.20 in 3Q 2024)Third quarter 2025 results: EPS: JP¥74.24 (down from JP¥81.20 in 3Q 2024). Revenue: JP¥18.8b (up 15% from 3Q 2024). Net income: JP¥711.0m (down 8.5% from 3Q 2024). Profit margin: 3.8% (down from 4.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,905, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 5.5% over the past three years.Declared Dividend • Dec 07First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 30DKS Co. Ltd. to Report Q3, 2025 Results on Jan 29, 2025DKS Co. Ltd. announced that they will report Q3, 2025 results on Jan 29, 2025분석 기사 • Nov 25The Market Lifts DKS Co. Ltd. (TSE:4461) Shares 26% But It Can Do MoreThe DKS Co. Ltd. ( TSE:4461 ) share price has done very well over the last month, posting an excellent gain of 26%. The...Major Estimate Revision • Nov 12Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥71.5b to JP¥72.5b. EPS estimate increased from JP¥272 to JP¥324 per share. Net income forecast to grow 17% next year vs 12% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥4,900 to JP¥5,400. Share price rose 6.4% to JP¥3,980 over the past week.Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥67.67 (vs JP¥0.10 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥67.67 (up from JP¥0.10 loss in 2Q 2024). Revenue: JP¥17.9b (up 17% from 2Q 2024). Net income: JP¥648.0m (up JP¥649.0m from 2Q 2024). Profit margin: 3.6% (up from 0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals 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 3% per year, which means it is well ahead of earnings.분석 기사 • Oct 31Returns On Capital Signal Tricky Times Ahead For DKS (TSE:4461)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...Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).공시 • Aug 27DKS Co. Ltd. to Report Q2, 2025 Results on Oct 30, 2024DKS Co. Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥2,614, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Chemicals industry in Japan. Total loss to shareholders of 14% over the past three years.분석 기사 • Aug 01Shareholders Should Be Pleased With DKS Co. Ltd.'s (TSE:4461) PriceThere wouldn't be many who think DKS Co. Ltd.'s ( TSE:4461 ) price-to-sales (or "P/S") ratio of 0.4x is worth a mention...Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥63.53 (vs JP¥49.91 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥63.53 (up from JP¥49.91 loss in 1Q 2024). Revenue: JP¥17.5b (up 26% from 1Q 2024). Net income: JP¥608.0m (up JP¥1.09b from 1Q 2024). Profit margin: 3.5% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.New Risk • Jul 31New 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 5.6% 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: Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (200% earnings payout ratio). However, it is well covered by cash flows (15% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 122% to bring the payout ratio under control. EPS is expected to grow by 123% over the next 3 years, which should be enough to bring the dividend into a sustainable range.Major Estimate Revision • Jun 15Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥68.5b to JP¥70.0b. EPS estimate increased from JP¥240 to JP¥272 per share. Net income forecast to grow 121% next year vs 10% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥4,300 to JP¥4,900. Share price fell 3.1% to JP¥3,800 over the past week.New Risk • Jun 05New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 200% Dividend yield: 1.8% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Dividend is not well covered by earnings (200% payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change).공시 • Jun 02DKS Co. Ltd. to Report Q1, 2025 Results on Jul 30, 2024DKS Co. Ltd. announced that they will report Q1, 2025 results on Jul 30, 2024분석 기사 • May 22Concerns Surrounding DKS' (TSE:4461) PerformanceDKS Co. Ltd. ( TSE:4461 ) just released a solid earnings report, and the stock displayed some strength. Despite this...Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥123 (up from JP¥41.80 loss in FY 2023). Revenue: JP¥63.1b (down 3.0% from FY 2023). Net income: JP¥1.17b (up JP¥1.58b from FY 2023). Profit margin: 1.9% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 31%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.공시 • May 16DKS Co. Ltd., Annual General Meeting, Jun 25, 2024DKS Co. Ltd., Annual General Meeting, Jun 25, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).분석 기사 • Mar 14Returns On Capital Signal Tricky Times Ahead For DKS (TSE:4461)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...공시 • Mar 02DKS Co. Ltd. to Report Fiscal Year 2024 Results on May 14, 2024DKS Co. Ltd. announced that they will report fiscal year 2024 results on May 14, 2024분석 기사 • Feb 28DKS (TSE:4461) Will Pay A Dividend Of ¥30.00DKS Co. Ltd.'s ( TSE:4461 ) investors are due to receive a payment of ¥30.00 per share on 26th of June. This means that...분석 기사 • Feb 27DKS Co. Ltd. (TSE:4461) Stock Rockets 72% But Many Are Still Ignoring The CompanyDespite an already strong run, DKS Co. Ltd. ( TSE:4461 ) shares have been powering on, with a gain of 72% in the last...Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥81.18 (vs JP¥0.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥81.18 (up from JP¥0.10 in 3Q 2023). Revenue: JP¥16.4b (flat on 3Q 2023). Net income: JP¥777.0m (up JP¥776.0m from 3Q 2023). Profit margin: 4.7% (up from 0% in 3Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.New Risk • Jan 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.1x net interest cover). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.Price Target Changed • Dec 08Price target increased by 22% to JP¥2,200Up from JP¥1,800, the current price target is provided by 1 analyst. New target price is 22% above last closing price of JP¥1,796. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of JP¥31.30 next year compared to a net loss per share of JP¥41.80 last year.공시 • Nov 29DKS Co. Ltd. to Report Q3, 2024 Results on Jan 30, 2024DKS Co. Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024공시 • Nov 15+ 1 more updateDKS Co. Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024DKS Co. Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the full year, the company expects net sales to be JPY 62,000 million, operating profit to be JPY 1,500 million, profit attributable to owners of parent to be JPY 400 million or JPY 41.8 per basic share.Reported Earnings • Nov 02Second quarter 2024 earnings released: JP¥0.10 loss per share (vs JP¥51.20 loss in 2Q 2023)Second quarter 2024 results: JP¥0.10 loss per share (improved from JP¥51.20 loss in 2Q 2023). Revenue: JP¥15.3b (down 12% from 2Q 2023). Net loss: JP¥1.00m (loss narrowed 100% from 2Q 2023). Profit margin: 0% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).공시 • Sep 02DKS Co. Ltd. to Report Q2, 2024 Results on Oct 30, 2023DKS Co. Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023공시 • Aug 10+ 1 more updateDKS Co. Ltd. Provides Consolidated Earnings Guidance for the Half Year and Full Year of the Fiscal Year Ending March 31, 2024DKS Co. Ltd. provided consolidated earnings guidance for the half year and full year of the fiscal year ending March 31, 2024. For the half year, the company expects net sales to be JPY 30,000 million. Operating income to be JPY 400 million. Profit attributable to owners of parent to be JPY 100 million. Basic earnings per share to be JPY 10.46.For the full year, the company expects net sales to be JPY 68,000 million. Operating income to be JPY 2,500 million. Profit attributable to owners of parent to be JPY 1,200 million. Basic earnings per share to be JPY 125.55.Reported Earnings • Jul 28First quarter 2024 earnings released: JP¥49.91 loss per share (vs JP¥9.62 profit in 1Q 2023)First quarter 2024 results: JP¥49.91 loss per share (down from JP¥9.62 profit in 1Q 2023). Revenue: JP¥13.9b (down 10% from 1Q 2023). Net loss: JP¥477.0m (down JP¥575.0m from profit in 1Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.공시 • Jun 15DKS Co. Ltd. to Report Q1, 2024 Results on Jul 27, 2023DKS Co. Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023공시 • Jun 05+ 1 more updateDks Co. Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024DKS Co. Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expects to pay dividend of ¥30.00 against ¥40.00 paid last year.Reported Earnings • May 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥41.80 loss per share (down from JP¥245 profit in FY 2022). Revenue: JP¥65.1b (up 3.8% from FY 2022). Net loss: JP¥407.0m (down 116% from profit in FY 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 100%. Revenue is forecast to stay flat during the next 3 years compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Price Target Changed • Feb 16Price target decreased by 13% to JP¥2,280Down from JP¥2,620, the current price target is an average from 2 analysts. New target price is 17% above last closing price of JP¥1,954. Stock is down 29% over the past year. The company is forecast to post earnings per share of JP¥248 for next year compared to JP¥245 last year.공시 • Feb 10+ 1 more updateDKS Co. Ltd. Provides Dividend Guidance for the Year Ending March 31, 2023DKS Co. Ltd. provided dividend guidance for the year ending March 31, 2023. For the year, the company expects to pay dividend of ¥40.00 against ¥45.00 paid last year.Reported Earnings • Jan 27Third quarter 2023 earnings released: EPS: JP¥0.10 (vs JP¥68.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.10 (down from JP¥68.75 in 3Q 2022). Revenue: JP¥16.3b (flat on 3Q 2022). Net income: JP¥1.00m (down 100% from 3Q 2022). Profit margin: 0% (down from 4.3% in 3Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.공시 • Dec 04DKS Co. Ltd. to Report Q3, 2023 Results on Jan 26, 2023DKS Co. Ltd. announced that they will report Q3, 2023 results on Jan 26, 2023Major Estimate Revision • Nov 30Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥65.1b to JP¥66.5b. EPS estimate increased from JP¥212 to JP¥244 per share. Net income forecast to grow 164% next year vs 1.6% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥2,620 to JP¥2,420. Share price was steady at JP¥2,007 over the past week.Price Target Changed • Nov 16Price target decreased to JP¥2,620Down from JP¥3,900, the current price target is an average from 3 analysts. New target price is 32% above last closing price of JP¥1,991. Stock is down 41% over the past year. The company is forecast to post earnings per share of JP¥212 for next year compared to JP¥245 last year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kikuo Okuyama 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.공시 • Nov 15Dks Co. Ltd. Expects to Pay Cash DividendsDKS Co. Ltd. expects to pay Cash dividends of JPY 40.00 for the fiscal year ending March 31, 2023.매출 및 비용 세부 내역DKS가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:4461 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 2682,8866,16914,680031 Dec 2579,1934,8509,9843,75930 Sep 2575,4353,5119,4093,75930 Jun 2574,7702,9619,2133,75931 Mar 2573,2552,5858,8733,75931 Dec 2471,7552,84212,444030 Sep 2469,3492,9088,5473,17030 Jun 2466,7652,25911,456031 Mar 2463,1181,1747,9023,17031 Dec 2361,6172877,7483,23630 Sep 2361,516-4897,8363,23630 Jun 2363,524-9828,1093,23631 Mar 2365,081-4078,1983,23631 Dec 2265,0732378,3932,94630 Sep 2265,0509368,2972,94630 Jun 2263,7002,1008,0282,94631 Mar 2262,6722,4927,7302,94631 Dec 2162,4572,7627,6032,82130 Sep 2161,5152,7097,5172,82130 Jun 2159,9212,7137,4262,82131 Mar 2159,1402,5637,4242,82131 Dec 2058,6912,0957,9742,74830 Sep 2059,0692,0988,0392,74830 Jun 2060,0232,0728,2522,74831 Mar 2061,4562,0148,4912,74831 Dec 1960,9672,1628,2752,76530 Sep 1960,5352,2728,2252,76530 Jun 1959,9842,1768,1402,76531 Mar 1959,5742,5817,9552,76531 Dec 1858,6082,8248,1942,30730 Sep 1858,3223,1797,9752,30730 Jun 1857,9153,5387,6982,30731 Mar 1856,9553,3517,4532,30731 Dec 1756,2993,2437,2622,39330 Sep 1754,5592,9477,1332,39330 Jun 1753,2522,6667,1582,39331 Mar 1752,2542,4897,0962,39331 Dec 1651,4192,1737,1582,38030 Sep 1651,4362,1487,1392,38030 Jun 1651,8492,1387,1162,38031 Mar 1652,7822,1987,0632,38031 Dec 1553,8352,2516,9732,43930 Sep 1554,6651,9236,9192,43930 Jun 1555,6071,8036,7792,439양질의 수익: 4461는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 4461의 현재 순 이익률 (7.4%)은 지난해 (3.5%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 4461의 수익은 지난 5년 동안 연평균 19.5% 증가했습니다.성장 가속화: 지난 1년간 4461 의 수익 증가율(138.6%)은 연간 평균(19.5%)을 초과합니다.수익 대 산업: 4461의 지난 1년 수익 증가율(138.6%)은 Chemicals 업계의 10.7%를 상회했습니다.자기자본이익률높은 ROE: 4461의 자본 수익률(12.5%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 12:32종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스DKS Co. Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Katsuhiko IshibashiIchiyoshi Research Institute Inc.Shuuichi NakaharaTokai Tokyo Intelligence Laboratory Co., Ltd.
Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥606 (up from JP¥270 in FY 2025). Revenue: JP¥82.9b (up 13% from FY 2025). Net income: JP¥6.17b (up 139% from FY 2025). Profit margin: 7.4% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals 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 67% per year, which means it is significantly lagging earnings growth.
공시 • May 09DKS Co. Ltd. to Report Fiscal Year 2026 Results on May 13, 2026DKS Co. Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Reported Earnings • Jan 29Third quarter 2026 earnings released: EPS: JP¥193 (vs JP¥74.25 in 3Q 2025)Third quarter 2026 results: EPS: JP¥193 (up from JP¥74.25 in 3Q 2025). Revenue: JP¥22.6b (up 20% from 3Q 2025). Net income: JP¥2.05b (up 188% from 3Q 2025). Profit margin: 9.1% (up from 3.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 74% per year, which means it is significantly lagging earnings growth.
공시 • Nov 29DKS Co. Ltd. to Report Q3, 2026 Results on Jan 28, 2026DKS Co. Ltd. announced that they will report Q3, 2026 results on Jan 28, 2026
분석 기사 • Nov 20Impressive Earnings May Not Tell The Whole Story For DKS (TSE:4461)DKS Co. Ltd.'s ( TSE:4461 ) robust earnings report didn't manage to move the market for its stock. We did some digging...
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥121 (vs JP¥67.68 in 2Q 2025)Second quarter 2026 results: EPS: JP¥121 (up from JP¥67.68 in 2Q 2025). Revenue: JP¥18.6b (up 3.7% from 2Q 2025). Net income: JP¥1.20b (up 85% from 2Q 2025). Profit margin: 6.5% (up from 3.6% in 2Q 2025). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 15Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥606 (up from JP¥270 in FY 2025). Revenue: JP¥82.9b (up 13% from FY 2025). Net income: JP¥6.17b (up 139% from FY 2025). Profit margin: 7.4% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals 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 67% per year, which means it is significantly lagging earnings growth.
공시 • May 13DKS Co. Ltd., Annual General Meeting, Jun 23, 2026DKS Co. Ltd., Annual General Meeting, Jun 23, 2026.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥9,830, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 448% over the past three years.
공시 • May 09DKS Co. Ltd. to Report Fiscal Year 2026 Results on May 13, 2026DKS Co. Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥7,570, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 342% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥9,610, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 442% over the past three years.
분석 기사 • Feb 03DKS' (TSE:4461) Shareholders Will Receive A Bigger Dividend Than Last YearDKS Co. Ltd. ( TSE:4461 ) will increase its dividend from last year's comparable payment on the 26th of June to ¥90.00...
Buy Or Sell Opportunity • Feb 03Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 62% to JP¥10,900. The fair value is estimated to be JP¥8,442, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 88%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Reported Earnings • Jan 29Third quarter 2026 earnings released: EPS: JP¥193 (vs JP¥74.25 in 3Q 2025)Third quarter 2026 results: EPS: JP¥193 (up from JP¥74.25 in 3Q 2025). Revenue: JP¥22.6b (up 20% from 3Q 2025). Net income: JP¥2.05b (up 188% from 3Q 2025). Profit margin: 9.1% (up from 3.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 74% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jan 28DKS Co. Ltd. (TSE:4461) Looks Just Right With A 31% Price JumpDKS Co. Ltd. ( TSE:4461 ) shares have continued their recent momentum with a 31% gain in the last month alone. The...
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥10,670, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 496% over the past three years.
Board Change • Dec 08Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Katsumi Hashimoto was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
분석 기사 • Dec 07DKS' (TSE:4461) Dividend Will Be Increased To ¥80.00DKS Co. Ltd. ( TSE:4461 ) has announced that it will be increasing its dividend from last year's comparable payment on...
Declared Dividend • Dec 06First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 29DKS Co. Ltd. to Report Q3, 2026 Results on Jan 28, 2026DKS Co. Ltd. announced that they will report Q3, 2026 results on Jan 28, 2026
분석 기사 • Nov 20Impressive Earnings May Not Tell The Whole Story For DKS (TSE:4461)DKS Co. Ltd.'s ( TSE:4461 ) robust earnings report didn't manage to move the market for its stock. We did some digging...
Major Estimate Revision • Nov 20Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥80.0b to JP¥79.0b. EPS estimate rose from JP¥397 to JP¥439. Net income forecast to grow 43% next year vs 9.6% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥5,500 unchanged from last update. Share price rose 9.2% to JP¥7,930 over the past week.
분석 기사 • Nov 13DKS Co. Ltd.'s (TSE:4461) 27% Price Boost Is Out Of Tune With EarningsDKS Co. Ltd. ( TSE:4461 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥121 (vs JP¥67.68 in 2Q 2025)Second quarter 2026 results: EPS: JP¥121 (up from JP¥67.68 in 2Q 2025). Revenue: JP¥18.6b (up 3.7% from 2Q 2025). Net income: JP¥1.20b (up 85% from 2Q 2025). Profit margin: 6.5% (up from 3.6% in 2Q 2025). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥7,070, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 318% over the past three years.
New Risk • Oct 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
분석 기사 • Sep 09DKS' (TSE:4461) Shareholders Will Receive A Bigger Dividend Than Last YearDKS Co. Ltd.'s ( TSE:4461 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on 8th of...
공시 • Sep 09DKS Co. Ltd. to Report Q2, 2026 Results on Oct 30, 2025DKS Co. Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025
분석 기사 • Aug 26DKS' (TSE:4461) Shareholders Will Receive A Bigger Dividend Than Last YearDKS Co. Ltd.'s ( TSE:4461 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on 8th of...
공시 • Aug 26DKS Co. Ltd. has filed a Follow-on Equity Offering.DKS Co. Ltd. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock
Reported Earnings • Jul 30First quarter 2026 earnings released: EPS: JP¥103 (vs JP¥63.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥103 (up from JP¥63.53 in 1Q 2025). Revenue: JP¥19.0b (up 8.6% from 1Q 2025). Net income: JP¥984.0m (up 62% from 1Q 2025). Profit margin: 5.2% (up from 3.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 29DKS Co. Ltd. (TSE:4461) Looks Just Right With A 33% Price JumpDespite an already strong run, DKS Co. Ltd. ( TSE:4461 ) shares have been powering on, with a gain of 33% in the last...
분석 기사 • Jul 24DKS (TSE:4461) Is Paying Out A Larger Dividend Than Last YearDKS Co. Ltd.'s ( TSE:4461 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on 8th of...
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥4,475, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 103% over the past three years.
분석 기사 • Jul 09DKS (TSE:4461) Has Announced That It Will Be Increasing Its Dividend To ¥60.00The board of DKS Co. Ltd. ( TSE:4461 ) has announced that it will be paying its dividend of ¥60.00 on the 8th of...
Declared Dividend • Jul 09Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥270 (up from JP¥123 in FY 2024). Revenue: JP¥73.3b (up 16% from FY 2024). Net income: JP¥2.59b (up 120% from FY 2024). Profit margin: 3.5% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% 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 10DKS Co. Ltd. to Report Q1, 2026 Results on Jul 29, 2025DKS Co. Ltd. announced that they will report Q1, 2026 results on Jul 29, 2025
분석 기사 • May 22Statutory Profit Doesn't Reflect How Good DKS' (TSE:4461) Earnings AreDKS Co. Ltd.'s ( TSE:4461 ) strong earnings report was rewarded with a positive stock price move. Our analysis found...
Reported Earnings • May 19Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥270 (up from JP¥123 in FY 2024). Revenue: JP¥73.3b (up 16% from FY 2024). Net income: JP¥2.59b (up 120% from FY 2024). Profit margin: 3.5% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • May 17Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥77.7b to JP¥80.0b. EPS estimate fell from JP¥386 to JP¥345 per share. Net income forecast to grow 48% next year vs 11% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥5,500. Share price rose 25% to JP¥3,235 over the past week.
분석 기사 • May 17DKS Co. Ltd. (TSE:4461) Stock Rockets 30% But Many Are Still Ignoring The CompanyDKS Co. Ltd. ( TSE:4461 ) shareholders would be excited to see that the share price has had a great month, posting a...
분석 기사 • May 15We Think DKS (TSE:4461) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • May 14DKS Co. Ltd., Annual General Meeting, Jun 25, 2025DKS Co. Ltd., Annual General Meeting, Jun 25, 2025.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,005, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 41% over the past three years.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,376, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Chemicals industry in Japan. Negligible returns to shareholders over past three years.
분석 기사 • Mar 27DKS (TSE:4461) Is Paying Out A Larger Dividend Than Last YearThe board of DKS Co. Ltd. ( TSE:4461 ) has announced that the dividend on 26th of June will be increased to ¥55.00...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
공시 • Mar 08DKS Co. Ltd. to Report Fiscal Year 2025 Results on May 14, 2025DKS Co. Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
분석 기사 • Feb 03DKS Co. Ltd.'s (TSE:4461) Share Price Is Still Matching Investor Opinion Despite 25% SlumpDKS Co. Ltd. ( TSE:4461 ) shareholders that were waiting for something to happen have been dealt a blow with a 25...
Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: JP¥74.24 (vs JP¥81.20 in 3Q 2024)Third quarter 2025 results: EPS: JP¥74.24 (down from JP¥81.20 in 3Q 2024). Revenue: JP¥18.8b (up 15% from 3Q 2024). Net income: JP¥711.0m (down 8.5% from 3Q 2024). Profit margin: 3.8% (down from 4.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥2,905, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in Japan. Total returns to shareholders of 5.5% over the past three years.
Declared Dividend • Dec 07First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 30DKS Co. Ltd. to Report Q3, 2025 Results on Jan 29, 2025DKS Co. Ltd. announced that they will report Q3, 2025 results on Jan 29, 2025
분석 기사 • Nov 25The Market Lifts DKS Co. Ltd. (TSE:4461) Shares 26% But It Can Do MoreThe DKS Co. Ltd. ( TSE:4461 ) share price has done very well over the last month, posting an excellent gain of 26%. The...
Major Estimate Revision • Nov 12Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥71.5b to JP¥72.5b. EPS estimate increased from JP¥272 to JP¥324 per share. Net income forecast to grow 17% next year vs 12% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥4,900 to JP¥5,400. Share price rose 6.4% to JP¥3,980 over the past week.
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥67.67 (vs JP¥0.10 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥67.67 (up from JP¥0.10 loss in 2Q 2024). Revenue: JP¥17.9b (up 17% from 2Q 2024). Net income: JP¥648.0m (up JP¥649.0m from 2Q 2024). Profit margin: 3.6% (up from 0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals 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 3% per year, which means it is well ahead of earnings.
분석 기사 • Oct 31Returns On Capital Signal Tricky Times Ahead For DKS (TSE:4461)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...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).
공시 • Aug 27DKS Co. Ltd. to Report Q2, 2025 Results on Oct 30, 2024DKS Co. Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥2,614, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Chemicals industry in Japan. Total loss to shareholders of 14% over the past three years.
분석 기사 • Aug 01Shareholders Should Be Pleased With DKS Co. Ltd.'s (TSE:4461) PriceThere wouldn't be many who think DKS Co. Ltd.'s ( TSE:4461 ) price-to-sales (or "P/S") ratio of 0.4x is worth a mention...
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥63.53 (vs JP¥49.91 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥63.53 (up from JP¥49.91 loss in 1Q 2024). Revenue: JP¥17.5b (up 26% from 1Q 2024). Net income: JP¥608.0m (up JP¥1.09b from 1Q 2024). Profit margin: 3.5% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
New Risk • Jul 31New 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 5.6% 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: Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).
Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 6th December 2024 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (200% earnings payout ratio). However, it is well covered by cash flows (15% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 122% to bring the payout ratio under control. EPS is expected to grow by 123% over the next 3 years, which should be enough to bring the dividend into a sustainable range.
Major Estimate Revision • Jun 15Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥68.5b to JP¥70.0b. EPS estimate increased from JP¥240 to JP¥272 per share. Net income forecast to grow 121% next year vs 10% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥4,300 to JP¥4,900. Share price fell 3.1% to JP¥3,800 over the past week.
New Risk • Jun 05New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 200% Dividend yield: 1.8% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Dividend is not well covered by earnings (200% payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change).
공시 • Jun 02DKS Co. Ltd. to Report Q1, 2025 Results on Jul 30, 2024DKS Co. Ltd. announced that they will report Q1, 2025 results on Jul 30, 2024
분석 기사 • May 22Concerns Surrounding DKS' (TSE:4461) PerformanceDKS Co. Ltd. ( TSE:4461 ) just released a solid earnings report, and the stock displayed some strength. Despite this...
Reported Earnings • May 18Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥123 (up from JP¥41.80 loss in FY 2023). Revenue: JP¥63.1b (down 3.0% from FY 2023). Net income: JP¥1.17b (up JP¥1.58b from FY 2023). Profit margin: 1.9% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 31%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
공시 • May 16DKS Co. Ltd., Annual General Meeting, Jun 25, 2024DKS Co. Ltd., Annual General Meeting, Jun 25, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
분석 기사 • Mar 14Returns On Capital Signal Tricky Times Ahead For DKS (TSE:4461)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
공시 • Mar 02DKS Co. Ltd. to Report Fiscal Year 2024 Results on May 14, 2024DKS Co. Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
분석 기사 • Feb 28DKS (TSE:4461) Will Pay A Dividend Of ¥30.00DKS Co. Ltd.'s ( TSE:4461 ) investors are due to receive a payment of ¥30.00 per share on 26th of June. This means that...
분석 기사 • Feb 27DKS Co. Ltd. (TSE:4461) Stock Rockets 72% But Many Are Still Ignoring The CompanyDespite an already strong run, DKS Co. Ltd. ( TSE:4461 ) shares have been powering on, with a gain of 72% in the last...
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥81.18 (vs JP¥0.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥81.18 (up from JP¥0.10 in 3Q 2023). Revenue: JP¥16.4b (flat on 3Q 2023). Net income: JP¥777.0m (up JP¥776.0m from 3Q 2023). Profit margin: 4.7% (up from 0% in 3Q 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
New Risk • Jan 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.1x net interest cover). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.
Price Target Changed • Dec 08Price target increased by 22% to JP¥2,200Up from JP¥1,800, the current price target is provided by 1 analyst. New target price is 22% above last closing price of JP¥1,796. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of JP¥31.30 next year compared to a net loss per share of JP¥41.80 last year.
공시 • Nov 29DKS Co. Ltd. to Report Q3, 2024 Results on Jan 30, 2024DKS Co. Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024
공시 • Nov 15+ 1 more updateDKS Co. Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024DKS Co. Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the full year, the company expects net sales to be JPY 62,000 million, operating profit to be JPY 1,500 million, profit attributable to owners of parent to be JPY 400 million or JPY 41.8 per basic share.
Reported Earnings • Nov 02Second quarter 2024 earnings released: JP¥0.10 loss per share (vs JP¥51.20 loss in 2Q 2023)Second quarter 2024 results: JP¥0.10 loss per share (improved from JP¥51.20 loss in 2Q 2023). Revenue: JP¥15.3b (down 12% from 2Q 2023). Net loss: JP¥1.00m (loss narrowed 100% from 2Q 2023). Profit margin: 0% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
공시 • Sep 02DKS Co. Ltd. to Report Q2, 2024 Results on Oct 30, 2023DKS Co. Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023
공시 • Aug 10+ 1 more updateDKS Co. Ltd. Provides Consolidated Earnings Guidance for the Half Year and Full Year of the Fiscal Year Ending March 31, 2024DKS Co. Ltd. provided consolidated earnings guidance for the half year and full year of the fiscal year ending March 31, 2024. For the half year, the company expects net sales to be JPY 30,000 million. Operating income to be JPY 400 million. Profit attributable to owners of parent to be JPY 100 million. Basic earnings per share to be JPY 10.46.For the full year, the company expects net sales to be JPY 68,000 million. Operating income to be JPY 2,500 million. Profit attributable to owners of parent to be JPY 1,200 million. Basic earnings per share to be JPY 125.55.
Reported Earnings • Jul 28First quarter 2024 earnings released: JP¥49.91 loss per share (vs JP¥9.62 profit in 1Q 2023)First quarter 2024 results: JP¥49.91 loss per share (down from JP¥9.62 profit in 1Q 2023). Revenue: JP¥13.9b (down 10% from 1Q 2023). Net loss: JP¥477.0m (down JP¥575.0m from profit in 1Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
공시 • Jun 15DKS Co. Ltd. to Report Q1, 2024 Results on Jul 27, 2023DKS Co. Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023
공시 • Jun 05+ 1 more updateDks Co. Ltd. Provides Dividend Guidance for the Year Ending March 31, 2024DKS Co. Ltd. provided dividend guidance for the year ending March 31, 2024. For the year, the company expects to pay dividend of ¥30.00 against ¥40.00 paid last year.
Reported Earnings • May 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥41.80 loss per share (down from JP¥245 profit in FY 2022). Revenue: JP¥65.1b (up 3.8% from FY 2022). Net loss: JP¥407.0m (down 116% from profit in FY 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 100%. Revenue is forecast to stay flat during the next 3 years compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Price Target Changed • Feb 16Price target decreased by 13% to JP¥2,280Down from JP¥2,620, the current price target is an average from 2 analysts. New target price is 17% above last closing price of JP¥1,954. Stock is down 29% over the past year. The company is forecast to post earnings per share of JP¥248 for next year compared to JP¥245 last year.
공시 • Feb 10+ 1 more updateDKS Co. Ltd. Provides Dividend Guidance for the Year Ending March 31, 2023DKS Co. Ltd. provided dividend guidance for the year ending March 31, 2023. For the year, the company expects to pay dividend of ¥40.00 against ¥45.00 paid last year.
Reported Earnings • Jan 27Third quarter 2023 earnings released: EPS: JP¥0.10 (vs JP¥68.75 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.10 (down from JP¥68.75 in 3Q 2022). Revenue: JP¥16.3b (flat on 3Q 2022). Net income: JP¥1.00m (down 100% from 3Q 2022). Profit margin: 0% (down from 4.3% in 3Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
공시 • Dec 04DKS Co. Ltd. to Report Q3, 2023 Results on Jan 26, 2023DKS Co. Ltd. announced that they will report Q3, 2023 results on Jan 26, 2023
Major Estimate Revision • Nov 30Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥65.1b to JP¥66.5b. EPS estimate increased from JP¥212 to JP¥244 per share. Net income forecast to grow 164% next year vs 1.6% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥2,620 to JP¥2,420. Share price was steady at JP¥2,007 over the past week.
Price Target Changed • Nov 16Price target decreased to JP¥2,620Down from JP¥3,900, the current price target is an average from 3 analysts. New target price is 32% above last closing price of JP¥1,991. Stock is down 41% over the past year. The company is forecast to post earnings per share of JP¥212 for next year compared to JP¥245 last year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kikuo Okuyama 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.
공시 • Nov 15Dks Co. Ltd. Expects to Pay Cash DividendsDKS Co. Ltd. expects to pay Cash dividends of JPY 40.00 for the fiscal year ending March 31, 2023.