View Financial HealthC.S. Lumber 배당 및 자사주 매입배당 기준 점검 2/6C.S. Lumber 수익으로 충분히 충당되는 현재 수익률 2.87% 보유한 배당금 지급 회사입니다. 다음 지급일은 31st August, 2026 이며 배당락일은 다음과 같습니다. 28th May, 2026.핵심 정보2.9%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률11.3%다음 배당 지급일31 Aug 26배당락일28 May 26주당 배당금n/a배당 성향19%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • 23hUpcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.3%).Upcoming Dividend • May 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.8%).Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 9.4% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 4.5% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.6%).Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 3.8% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).Upcoming Dividend • May 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 28 August 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).모든 업데이트 보기Recent updatesUpcoming Dividend • 23hUpcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.3%).공시 • May 10C.S. Lumber Co., Inc to Report Fiscal Year 2026 Results on Jul 15, 2026C.S. Lumber Co., Inc announced that they will report fiscal year 2026 results on Jul 15, 2026Reported Earnings • Apr 16Third quarter 2026 earnings released: EPS: JP¥38.92 (vs JP¥141 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.92 (down from JP¥141 in 3Q 2025). Revenue: JP¥4.92b (down 5.8% from 3Q 2025). Net income: JP¥72.0m (down 72% from 3Q 2025). Profit margin: 1.5% (down from 5.0% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Apr 07C.S. Lumber Co., Inc to Report Q3, 2026 Results on Apr 14, 2026C.S. Lumber Co., Inc announced that they will report Q3, 2026 results on Apr 14, 2026Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥98.39 (vs JP¥199 in 2Q 2025)Second quarter 2026 results: EPS: JP¥98.39 (down from JP¥199 in 2Q 2025). Revenue: JP¥5.32b (down 2.0% from 2Q 2025). Net income: JP¥182.0m (down 51% from 2Q 2025). Profit margin: 3.4% (down from 6.8% in 2Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Nov 05C.S. Lumber Co., Inc to Report Q2, 2026 Results on Jan 14, 2026C.S. Lumber Co., Inc announced that they will report Q2, 2026 results on Jan 14, 2026Reported Earnings • Oct 17First quarter 2026 earnings released: EPS: JP¥109 (vs JP¥107 in 1Q 2025)First quarter 2026 results: EPS: JP¥109 (up from JP¥107 in 1Q 2025). Revenue: JP¥4.78b (up 7.9% from 1Q 2025). Net income: JP¥201.0m (up 1.5% from 1Q 2025). Profit margin: 4.2% (down from 4.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Sep 02Full year 2025 earnings released: EPS: JP¥625 (vs JP¥776 in FY 2024)Full year 2025 results: EPS: JP¥625 (down from JP¥776 in FY 2024). Revenue: JP¥20.7b (down 2.2% from FY 2024). Net income: JP¥1.16b (down 19% from FY 2024). Profit margin: 5.6% (down from 6.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공시 • Jul 26C.S. Lumber Co., Inc to Report Q1, 2026 Results on Oct 15, 2025C.S. Lumber Co., Inc announced that they will report Q1, 2026 results on Oct 15, 2025Reported Earnings • Jul 17Full year 2025 earnings releasedFull year 2025 results: Net income: (down JP¥1.44b from profit in FY 2024).공시 • Jul 15C.S. Lumber Co., Inc, Annual General Meeting, Aug 28, 2025C.S. Lumber Co., Inc, Annual General Meeting, Aug 28, 2025.Upcoming Dividend • May 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.8%).공시 • May 01C.S. Lumber Co., Inc to Report Fiscal Year 2025 Results on Jul 15, 2025C.S. Lumber Co., Inc announced that they will report fiscal year 2025 results on Jul 15, 2025Reported Earnings • Apr 15Third quarter 2025 earnings released: EPS: JP¥141 (vs JP¥164 in 3Q 2024)Third quarter 2025 results: EPS: JP¥141 (down from JP¥164 in 3Q 2024). Revenue: JP¥5.22b (up 5.1% from 3Q 2024). Net income: JP¥261.0m (down 14% from 3Q 2024). Profit margin: 5.0% (down from 6.1% in 3Q 2024). The decrease in margin was driven by higher expenses. 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 16% per year, which means it has not declined as severely as earnings.분석 기사 • Apr 08C.S. Lumber Co., Inc's (TSE:7808) Share Price Is Matching Sentiment Around Its EarningsC.S. Lumber Co., Inc's ( TSE:7808 ) price-to-earnings (or "P/E") ratio of 4x might make it look like a strong buy right...공시 • Feb 07C.S. Lumber Co., Inc to Report Q3, 2025 Results on Apr 14, 2025C.S. Lumber Co., Inc announced that they will report Q3, 2025 results on Apr 14, 2025분석 기사 • Jan 21Earnings Troubles May Signal Larger Issues for C.S. Lumber (TSE:7808) ShareholdersA lackluster earnings announcement from C.S. Lumber Co., Inc ( TSE:7808 ) last week didn't sink the stock price...New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥5.12b market cap, or US$32.4m).Buy Or Sell Opportunity • Dec 03Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥2,800. The fair value is estimated to be JP¥2,332, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%.공시 • Nov 27C.S. Lumber Co., Inc to Report Q2, 2025 Results on Jan 14, 2025C.S. Lumber Co., Inc announced that they will report Q2, 2025 results on Jan 14, 2025Reported Earnings • Oct 18First quarter 2025 earnings released: EPS: JP¥107 (vs JP¥239 in 1Q 2024)First quarter 2025 results: EPS: JP¥107 (down from JP¥239 in 1Q 2024). Revenue: JP¥4.43b (down 17% from 1Q 2024). Net income: JP¥198.0m (down 55% from 1Q 2024). Profit margin: 4.5% (down from 8.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Sep 05Full year 2024 earnings released: EPS: JP¥776 (vs JP¥1,212 in FY 2023)Full year 2024 results: EPS: JP¥776 (down from JP¥1,212 in FY 2023). Revenue: JP¥21.1b (down 14% from FY 2023). Net income: JP¥1.44b (down 36% from FY 2023). Profit margin: 6.8% (down from 9.1% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 27C.S. Lumber Co., Inc to Report Q1, 2025 Results on Oct 15, 2024C.S. Lumber Co., Inc announced that they will report Q1, 2025 results on Oct 15, 2024Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,780, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 9x in the Forestry industry in Japan. Total returns to shareholders of 60% over the past three years.Reported Earnings • Jul 18Full year 2024 earnings released: EPS: JP¥776 (vs JP¥1,212 in FY 2023)Full year 2024 results: EPS: JP¥776 (down from JP¥1,212 in FY 2023). Revenue: JP¥21.1b (down 14% from FY 2023). Net income: JP¥1.44b (down 36% from FY 2023). Profit margin: 6.8% (down from 9.1% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jul 16C.S. Lumber Co., Inc, Annual General Meeting, Aug 29, 2024C.S. Lumber Co., Inc, Annual General Meeting, Aug 29, 2024.Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 9.4% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).공시 • May 03C.S. Lumber Co., Inc, Annual General Meeting, Jul 16, 2024C.S. Lumber Co., Inc, Annual General Meeting, Jul 16, 2024.Reported Earnings • Apr 16Third quarter 2024 earnings released: EPS: JP¥164 (vs JP¥297 in 3Q 2023)Third quarter 2024 results: EPS: JP¥164 (down from JP¥297 in 3Q 2023). Revenue: JP¥4.97b (down 16% from 3Q 2023). Net income: JP¥304.0m (down 45% from 3Q 2023). Profit margin: 6.1% (down from 9.3% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.공시 • Jan 28C.S. Lumber Co., Inc to Report Q3, 2024 Results on Apr 15, 2024C.S. Lumber Co., Inc announced that they will report Q3, 2024 results on Apr 15, 2024Reported Earnings • Jan 16Second quarter 2024 earnings released: EPS: JP¥223 (vs JP¥358 in 2Q 2023)Second quarter 2024 results: EPS: JP¥223 (down from JP¥358 in 2Q 2023). Revenue: JP¥5.52b (down 15% from 2Q 2023). Net income: JP¥413.0m (down 37% from 2Q 2023). Profit margin: 7.5% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 24% per year.공시 • Nov 03C.S. Lumber Co., Inc to Report Q2, 2024 Results on Jan 15, 2024C.S. Lumber Co., Inc announced that they will report Q2, 2024 results on Jan 15, 2024Reported Earnings • Oct 18First quarter 2024 earnings released: EPS: JP¥239 (vs JP¥335 in 1Q 2023)First quarter 2024 results: EPS: JP¥239 (down from JP¥335 in 1Q 2023). Revenue: JP¥5.35b (down 19% from 1Q 2023). Net income: JP¥442.0m (down 28% from 1Q 2023). Profit margin: 8.3% (down from 9.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 05Full year 2023 earnings released: EPS: JP¥1,212 (vs JP¥1,508 in FY 2022)Full year 2023 results: EPS: JP¥1,212 (down from JP¥1,508 in FY 2022). Revenue: JP¥24.5b (down 2.3% from FY 2022). Net income: JP¥2.24b (down 19% from FY 2022). Profit margin: 9.1% (down from 11% in FY 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.공시 • Jul 31C.S. Lumber Co., Inc to Report Q1, 2024 Results on Oct 16, 2023C.S. Lumber Co., Inc announced that they will report Q1, 2024 results on Oct 16, 2023New Risk • Jul 20New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥5.73b market cap, or US$41.1m).Reported Earnings • Jul 16Full year 2023 earnings released: EPS: JP¥1,212 (vs JP¥1,508 in FY 2022)Full year 2023 results: EPS: JP¥1,212 (down from JP¥1,508 in FY 2022). Revenue: JP¥24.5b (down 2.3% from FY 2022). Net income: JP¥2.24b (down 19% from FY 2022). Profit margin: 9.1% (down from 11% in FY 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.공시 • Jul 16C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2023C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2023.공시 • May 24C.S. Lumber Co., Inc to Report Fiscal Year 2023 Results on Jul 14, 2023C.S. Lumber Co., Inc announced that they will report fiscal year 2023 results on Jul 14, 2023Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 4.5% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.6%).Reported Earnings • Apr 16Third quarter 2023 earnings released: EPS: JP¥297 (vs JP¥484 in 3Q 2022)Third quarter 2023 results: EPS: JP¥297 (down from JP¥484 in 3Q 2022). Revenue: JP¥5.88b (down 12% from 3Q 2022). Net income: JP¥548.0m (down 38% from 3Q 2022). Profit margin: 9.3% (down from 13% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.공시 • Feb 01C.S. Lumber Co., Inc to Report Q3, 2023 Results on Apr 14, 2023C.S. Lumber Co., Inc announced that they will report Q3, 2023 results on Apr 14, 2023Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. MD & Director Tatsuo Miwa was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Jan 17Second quarter 2023 earnings released: EPS: JP¥358 (vs JP¥396 in 2Q 2022)Second quarter 2023 results: EPS: JP¥358 (down from JP¥396 in 2Q 2022). Revenue: JP¥6.48b (down 2.3% from 2Q 2022). Net income: JP¥660.0m (down 9.0% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022).공시 • Dec 02C.S. Lumber Co., Inc to Report Q2, 2023 Results on Jan 16, 2023C.S. Lumber Co., Inc announced that they will report Q2, 2023 results on Jan 16, 2023Reported Earnings • Oct 18First quarter 2023 earnings released: EPS: JP¥335 (vs JP¥277 in 1Q 2022)First quarter 2023 results: EPS: JP¥335 (up from JP¥277 in 1Q 2022). Revenue: JP¥6.64b (up 32% from 1Q 2022). Net income: JP¥616.0m (up 22% from 1Q 2022). Profit margin: 9.3% (in line with 1Q 2022).Reported Earnings • Sep 04Full year 2022 earnings released: EPS: JP¥1,508 (vs JP¥489 in FY 2021)Full year 2022 results: EPS: JP¥1,508 (up from JP¥489 in FY 2021). Revenue: JP¥25.1b (up 54% from FY 2021). Net income: JP¥2.77b (up 211% from FY 2021). Profit margin: 11% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.공시 • Jul 31C.S. Lumber Co., Inc to Report Q1, 2023 Results on Oct 17, 2022C.S. Lumber Co., Inc announced that they will report Q1, 2023 results on Oct 17, 2022공시 • Jul 17C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2022C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2022.Reported Earnings • Jul 17Full year 2022 earnings released: EPS: JP¥1,508 (vs JP¥489 in FY 2021)Full year 2022 results: EPS: JP¥1,508 (up from JP¥489 in FY 2021). Revenue: JP¥25.1b (up 54% from FY 2021). Net income: JP¥2.77b (up 211% from FY 2021). Profit margin: 11% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 3.8% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥3,610, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 10x in the Forestry industry in Japan. Total returns to shareholders of 238% over the past three years.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥4,250, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 10x in the Forestry industry in Japan. Total returns to shareholders of 314% over the past three years.Reported Earnings • Apr 15Third quarter 2022 earnings released: EPS: JP¥484 (vs JP¥112 in 3Q 2021)Third quarter 2022 results: EPS: JP¥484 (up from JP¥112 in 3Q 2021). Revenue: JP¥6.65b (up 66% from 3Q 2021). Net income: JP¥888.0m (up 335% from 3Q 2021). Profit margin: 13% (up from 5.1% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 44% per year.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥3,110, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 8x in the Forestry industry in Japan. Total returns to shareholders of 243% over the past three years.Reported Earnings • Jan 16Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥396 (up from JP¥141 in 2Q 2021). Revenue: JP¥6.63b (up 59% from 2Q 2021). Net income: JP¥725.0m (up 182% from 2Q 2021). Profit margin: 11% (up from 6.2% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improved over the past weekAfter last week's 71% share price gain to JP¥3,390, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 11x in the Forestry industry in Japan. Total returns to shareholders of 205% over the past three years.Reported Earnings • Oct 16First quarter 2022 earnings released: EPS JP¥277 (vs JP¥72.04 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.05b (up 54% from 1Q 2021). Net income: JP¥507.0m (up 287% from 1Q 2021). Profit margin: 10.0% (up from 4.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 06Full year 2021 earnings released: EPS JP¥489 (vs JP¥351 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.3b (up 4.5% from FY 2020). Net income: JP¥890.0m (up 40% from FY 2020). Profit margin: 5.5% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 18Full year 2021 earnings released: EPS JP¥489 (vs JP¥351 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.3b (up 4.5% from FY 2020). Net income: JP¥890.0m (up 40% from FY 2020). Profit margin: 5.5% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 28 August 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,710, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 11x in the Forestry industry in Japan. Total returns to shareholders of 9.9% over the past three years.분석 기사 • May 05Slowing Rates Of Return At C.S. Lumber (TYO:7808) Leave Little Room For ExcitementDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Reported Earnings • Apr 17Third quarter 2021 earnings released: EPS JP¥112 (vs JP¥92.45 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥4.00b (down 5.8% from 3Q 2020). Net income: JP¥204.0m (up 21% from 3Q 2020). Profit margin: 5.1% (up from 4.0% in 3Q 2020). The increase in margin was driven by lower expenses.분석 기사 • Mar 24Is C.S. Lumber (TYO:7808) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Mar 03With EPS Growth And More, C.S. Lumber (TYO:7808) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Is New 90 Day High Low • Feb 25New 90-day high: JP¥1,752The company is up 17% from its price of JP¥1,496 on 27 November 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 25% over the same period.분석 기사 • Feb 10You Have To Love C.S. Lumber Co., Inc's (TYO:7808) DividendCould C.S. Lumber Co., Inc ( TYO:7808 ) be an attractive dividend share to own for the long haul? Investors are often...공시 • Feb 04C.S. Lumber Co., Inc to Report Q3, 2021 Results on Apr 14, 2021C.S. Lumber Co., Inc announced that they will report Q3, 2021 results on Apr 14, 2021분석 기사 • Jan 20Returns On Capital At C.S. Lumber (TYO:7808) Paint An Interesting PictureIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Is New 90 Day High Low • Jan 18New 90-day high: JP¥1,724The company is up 13% from its price of JP¥1,523 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 24% over the same period.Reported Earnings • Jan 15Second quarter 2021 earnings released: EPS JP¥141The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥4.16b (down 2.1% from 2Q 2020). Net income: JP¥257.0m (up 53% from 2Q 2020). Profit margin: 6.2% (up from 4.0% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.분석 기사 • Dec 30Is C.S. Lumber Co., Inc's (TYO:7808) ROE Of 20% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...분석 기사 • Dec 08We Think C.S. Lumber (TYO:7808) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Nov 17Here's Why We Think C.S. Lumber (TYO:7808) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of...Reported Earnings • Oct 16First quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥681.0m, up 19% from the prior year. Total revenue was JP¥15.4b over the last 12 months, down 5.5% from the prior year.예정된 배당 지급오늘May 22 2026배당락일May 28 2026배당 지급일Aug 31 202695 days (배당락일 기준)다음 배당금을 받으려면 앞으로 6 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 7808 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: 7808 의 배당금 지급이 증가했지만 회사는 8 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장C.S. Lumber 배당 수익률 vs 시장7808의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (7808)2.9%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.8%업계 평균 (Forestry)3.4%분석가 예측 (7808) (최대 3년)n/a주목할만한 배당금: 7808 의 배당금( 2.87% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.74% )보다 높습니다.고배당: 7808 의 배당금( 2.87% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.75% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 18.9% )이 낮기 때문에 7808 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 7808 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 07:25종가2026/05/22 00:00수익2026/02/28연간 수익2025/05/31데이터 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 소스C.S. Lumber Co., Inc는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Atsushi OhmachiThe Stock Research Center
Upcoming Dividend • 23hUpcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.3%).
Upcoming Dividend • May 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.8%).
Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 9.4% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).
Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 4.5% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.6%).
Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 3.8% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
Upcoming Dividend • May 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 28 August 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).
Upcoming Dividend • 23hUpcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 31 August 2026. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.3%).
공시 • May 10C.S. Lumber Co., Inc to Report Fiscal Year 2026 Results on Jul 15, 2026C.S. Lumber Co., Inc announced that they will report fiscal year 2026 results on Jul 15, 2026
Reported Earnings • Apr 16Third quarter 2026 earnings released: EPS: JP¥38.92 (vs JP¥141 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.92 (down from JP¥141 in 3Q 2025). Revenue: JP¥4.92b (down 5.8% from 3Q 2025). Net income: JP¥72.0m (down 72% from 3Q 2025). Profit margin: 1.5% (down from 5.0% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Apr 07C.S. Lumber Co., Inc to Report Q3, 2026 Results on Apr 14, 2026C.S. Lumber Co., Inc announced that they will report Q3, 2026 results on Apr 14, 2026
Reported Earnings • Jan 15Second quarter 2026 earnings released: EPS: JP¥98.39 (vs JP¥199 in 2Q 2025)Second quarter 2026 results: EPS: JP¥98.39 (down from JP¥199 in 2Q 2025). Revenue: JP¥5.32b (down 2.0% from 2Q 2025). Net income: JP¥182.0m (down 51% from 2Q 2025). Profit margin: 3.4% (down from 6.8% in 2Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Nov 05C.S. Lumber Co., Inc to Report Q2, 2026 Results on Jan 14, 2026C.S. Lumber Co., Inc announced that they will report Q2, 2026 results on Jan 14, 2026
Reported Earnings • Oct 17First quarter 2026 earnings released: EPS: JP¥109 (vs JP¥107 in 1Q 2025)First quarter 2026 results: EPS: JP¥109 (up from JP¥107 in 1Q 2025). Revenue: JP¥4.78b (up 7.9% from 1Q 2025). Net income: JP¥201.0m (up 1.5% from 1Q 2025). Profit margin: 4.2% (down from 4.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 02Full year 2025 earnings released: EPS: JP¥625 (vs JP¥776 in FY 2024)Full year 2025 results: EPS: JP¥625 (down from JP¥776 in FY 2024). Revenue: JP¥20.7b (down 2.2% from FY 2024). Net income: JP¥1.16b (down 19% from FY 2024). Profit margin: 5.6% (down from 6.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공시 • Jul 26C.S. Lumber Co., Inc to Report Q1, 2026 Results on Oct 15, 2025C.S. Lumber Co., Inc announced that they will report Q1, 2026 results on Oct 15, 2025
Reported Earnings • Jul 17Full year 2025 earnings releasedFull year 2025 results: Net income: (down JP¥1.44b from profit in FY 2024).
공시 • Jul 15C.S. Lumber Co., Inc, Annual General Meeting, Aug 28, 2025C.S. Lumber Co., Inc, Annual General Meeting, Aug 28, 2025.
Upcoming Dividend • May 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 01 September 2025. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.8%).
공시 • May 01C.S. Lumber Co., Inc to Report Fiscal Year 2025 Results on Jul 15, 2025C.S. Lumber Co., Inc announced that they will report fiscal year 2025 results on Jul 15, 2025
Reported Earnings • Apr 15Third quarter 2025 earnings released: EPS: JP¥141 (vs JP¥164 in 3Q 2024)Third quarter 2025 results: EPS: JP¥141 (down from JP¥164 in 3Q 2024). Revenue: JP¥5.22b (up 5.1% from 3Q 2024). Net income: JP¥261.0m (down 14% from 3Q 2024). Profit margin: 5.0% (down from 6.1% in 3Q 2024). The decrease in margin was driven by higher expenses. 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 16% per year, which means it has not declined as severely as earnings.
분석 기사 • Apr 08C.S. Lumber Co., Inc's (TSE:7808) Share Price Is Matching Sentiment Around Its EarningsC.S. Lumber Co., Inc's ( TSE:7808 ) price-to-earnings (or "P/E") ratio of 4x might make it look like a strong buy right...
공시 • Feb 07C.S. Lumber Co., Inc to Report Q3, 2025 Results on Apr 14, 2025C.S. Lumber Co., Inc announced that they will report Q3, 2025 results on Apr 14, 2025
분석 기사 • Jan 21Earnings Troubles May Signal Larger Issues for C.S. Lumber (TSE:7808) ShareholdersA lackluster earnings announcement from C.S. Lumber Co., Inc ( TSE:7808 ) last week didn't sink the stock price...
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥5.12b market cap, or US$32.4m).
Buy Or Sell Opportunity • Dec 03Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥2,800. The fair value is estimated to be JP¥2,332, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%.
공시 • Nov 27C.S. Lumber Co., Inc to Report Q2, 2025 Results on Jan 14, 2025C.S. Lumber Co., Inc announced that they will report Q2, 2025 results on Jan 14, 2025
Reported Earnings • Oct 18First quarter 2025 earnings released: EPS: JP¥107 (vs JP¥239 in 1Q 2024)First quarter 2025 results: EPS: JP¥107 (down from JP¥239 in 1Q 2024). Revenue: JP¥4.43b (down 17% from 1Q 2024). Net income: JP¥198.0m (down 55% from 1Q 2024). Profit margin: 4.5% (down from 8.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Sep 05Full year 2024 earnings released: EPS: JP¥776 (vs JP¥1,212 in FY 2023)Full year 2024 results: EPS: JP¥776 (down from JP¥1,212 in FY 2023). Revenue: JP¥21.1b (down 14% from FY 2023). Net income: JP¥1.44b (down 36% from FY 2023). Profit margin: 6.8% (down from 9.1% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 27C.S. Lumber Co., Inc to Report Q1, 2025 Results on Oct 15, 2024C.S. Lumber Co., Inc announced that they will report Q1, 2025 results on Oct 15, 2024
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,780, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 9x in the Forestry industry in Japan. Total returns to shareholders of 60% over the past three years.
Reported Earnings • Jul 18Full year 2024 earnings released: EPS: JP¥776 (vs JP¥1,212 in FY 2023)Full year 2024 results: EPS: JP¥776 (down from JP¥1,212 in FY 2023). Revenue: JP¥21.1b (down 14% from FY 2023). Net income: JP¥1.44b (down 36% from FY 2023). Profit margin: 6.8% (down from 9.1% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jul 16C.S. Lumber Co., Inc, Annual General Meeting, Aug 29, 2024C.S. Lumber Co., Inc, Annual General Meeting, Aug 29, 2024.
Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 9.4% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).
공시 • May 03C.S. Lumber Co., Inc, Annual General Meeting, Jul 16, 2024C.S. Lumber Co., Inc, Annual General Meeting, Jul 16, 2024.
Reported Earnings • Apr 16Third quarter 2024 earnings released: EPS: JP¥164 (vs JP¥297 in 3Q 2023)Third quarter 2024 results: EPS: JP¥164 (down from JP¥297 in 3Q 2023). Revenue: JP¥4.97b (down 16% from 3Q 2023). Net income: JP¥304.0m (down 45% from 3Q 2023). Profit margin: 6.1% (down from 9.3% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.
공시 • Jan 28C.S. Lumber Co., Inc to Report Q3, 2024 Results on Apr 15, 2024C.S. Lumber Co., Inc announced that they will report Q3, 2024 results on Apr 15, 2024
Reported Earnings • Jan 16Second quarter 2024 earnings released: EPS: JP¥223 (vs JP¥358 in 2Q 2023)Second quarter 2024 results: EPS: JP¥223 (down from JP¥358 in 2Q 2023). Revenue: JP¥5.52b (down 15% from 2Q 2023). Net income: JP¥413.0m (down 37% from 2Q 2023). Profit margin: 7.5% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 24% per year.
공시 • Nov 03C.S. Lumber Co., Inc to Report Q2, 2024 Results on Jan 15, 2024C.S. Lumber Co., Inc announced that they will report Q2, 2024 results on Jan 15, 2024
Reported Earnings • Oct 18First quarter 2024 earnings released: EPS: JP¥239 (vs JP¥335 in 1Q 2023)First quarter 2024 results: EPS: JP¥239 (down from JP¥335 in 1Q 2023). Revenue: JP¥5.35b (down 19% from 1Q 2023). Net income: JP¥442.0m (down 28% from 1Q 2023). Profit margin: 8.3% (down from 9.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 05Full year 2023 earnings released: EPS: JP¥1,212 (vs JP¥1,508 in FY 2022)Full year 2023 results: EPS: JP¥1,212 (down from JP¥1,508 in FY 2022). Revenue: JP¥24.5b (down 2.3% from FY 2022). Net income: JP¥2.24b (down 19% from FY 2022). Profit margin: 9.1% (down from 11% in FY 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
공시 • Jul 31C.S. Lumber Co., Inc to Report Q1, 2024 Results on Oct 16, 2023C.S. Lumber Co., Inc announced that they will report Q1, 2024 results on Oct 16, 2023
New Risk • Jul 20New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥5.73b market cap, or US$41.1m).
Reported Earnings • Jul 16Full year 2023 earnings released: EPS: JP¥1,212 (vs JP¥1,508 in FY 2022)Full year 2023 results: EPS: JP¥1,212 (down from JP¥1,508 in FY 2022). Revenue: JP¥24.5b (down 2.3% from FY 2022). Net income: JP¥2.24b (down 19% from FY 2022). Profit margin: 9.1% (down from 11% in FY 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
공시 • Jul 16C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2023C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2023.
공시 • May 24C.S. Lumber Co., Inc to Report Fiscal Year 2023 Results on Jul 14, 2023C.S. Lumber Co., Inc announced that they will report fiscal year 2023 results on Jul 14, 2023
Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 4.5% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.6%).
Reported Earnings • Apr 16Third quarter 2023 earnings released: EPS: JP¥297 (vs JP¥484 in 3Q 2022)Third quarter 2023 results: EPS: JP¥297 (down from JP¥484 in 3Q 2022). Revenue: JP¥5.88b (down 12% from 3Q 2022). Net income: JP¥548.0m (down 38% from 3Q 2022). Profit margin: 9.3% (down from 13% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
공시 • Feb 01C.S. Lumber Co., Inc to Report Q3, 2023 Results on Apr 14, 2023C.S. Lumber Co., Inc announced that they will report Q3, 2023 results on Apr 14, 2023
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. MD & Director Tatsuo Miwa was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Jan 17Second quarter 2023 earnings released: EPS: JP¥358 (vs JP¥396 in 2Q 2022)Second quarter 2023 results: EPS: JP¥358 (down from JP¥396 in 2Q 2022). Revenue: JP¥6.48b (down 2.3% from 2Q 2022). Net income: JP¥660.0m (down 9.0% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022).
공시 • Dec 02C.S. Lumber Co., Inc to Report Q2, 2023 Results on Jan 16, 2023C.S. Lumber Co., Inc announced that they will report Q2, 2023 results on Jan 16, 2023
Reported Earnings • Oct 18First quarter 2023 earnings released: EPS: JP¥335 (vs JP¥277 in 1Q 2022)First quarter 2023 results: EPS: JP¥335 (up from JP¥277 in 1Q 2022). Revenue: JP¥6.64b (up 32% from 1Q 2022). Net income: JP¥616.0m (up 22% from 1Q 2022). Profit margin: 9.3% (in line with 1Q 2022).
Reported Earnings • Sep 04Full year 2022 earnings released: EPS: JP¥1,508 (vs JP¥489 in FY 2021)Full year 2022 results: EPS: JP¥1,508 (up from JP¥489 in FY 2021). Revenue: JP¥25.1b (up 54% from FY 2021). Net income: JP¥2.77b (up 211% from FY 2021). Profit margin: 11% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
공시 • Jul 31C.S. Lumber Co., Inc to Report Q1, 2023 Results on Oct 17, 2022C.S. Lumber Co., Inc announced that they will report Q1, 2023 results on Oct 17, 2022
공시 • Jul 17C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2022C.S. Lumber Co., Inc, Annual General Meeting, Aug 30, 2022.
Reported Earnings • Jul 17Full year 2022 earnings released: EPS: JP¥1,508 (vs JP¥489 in FY 2021)Full year 2022 results: EPS: JP¥1,508 (up from JP¥489 in FY 2021). Revenue: JP¥25.1b (up 54% from FY 2021). Net income: JP¥2.77b (up 211% from FY 2021). Profit margin: 11% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 3.8% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to JP¥3,610, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 10x in the Forestry industry in Japan. Total returns to shareholders of 238% over the past three years.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 25% share price gain to JP¥4,250, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 10x in the Forestry industry in Japan. Total returns to shareholders of 314% over the past three years.
Reported Earnings • Apr 15Third quarter 2022 earnings released: EPS: JP¥484 (vs JP¥112 in 3Q 2021)Third quarter 2022 results: EPS: JP¥484 (up from JP¥112 in 3Q 2021). Revenue: JP¥6.65b (up 66% from 3Q 2021). Net income: JP¥888.0m (up 335% from 3Q 2021). Profit margin: 13% (up from 5.1% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 44% per year.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥3,110, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 8x in the Forestry industry in Japan. Total returns to shareholders of 243% over the past three years.
Reported Earnings • Jan 16Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥396 (up from JP¥141 in 2Q 2021). Revenue: JP¥6.63b (up 59% from 2Q 2021). Net income: JP¥725.0m (up 182% from 2Q 2021). Profit margin: 11% (up from 6.2% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improved over the past weekAfter last week's 71% share price gain to JP¥3,390, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 11x in the Forestry industry in Japan. Total returns to shareholders of 205% over the past three years.
Reported Earnings • Oct 16First quarter 2022 earnings released: EPS JP¥277 (vs JP¥72.04 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.05b (up 54% from 1Q 2021). Net income: JP¥507.0m (up 287% from 1Q 2021). Profit margin: 10.0% (up from 4.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 06Full year 2021 earnings released: EPS JP¥489 (vs JP¥351 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.3b (up 4.5% from FY 2020). Net income: JP¥890.0m (up 40% from FY 2020). Profit margin: 5.5% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 18Full year 2021 earnings released: EPS JP¥489 (vs JP¥351 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.3b (up 4.5% from FY 2020). Net income: JP¥890.0m (up 40% from FY 2020). Profit margin: 5.5% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 28 August 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,710, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 11x in the Forestry industry in Japan. Total returns to shareholders of 9.9% over the past three years.
분석 기사 • May 05Slowing Rates Of Return At C.S. Lumber (TYO:7808) Leave Little Room For ExcitementDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Reported Earnings • Apr 17Third quarter 2021 earnings released: EPS JP¥112 (vs JP¥92.45 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥4.00b (down 5.8% from 3Q 2020). Net income: JP¥204.0m (up 21% from 3Q 2020). Profit margin: 5.1% (up from 4.0% in 3Q 2020). The increase in margin was driven by lower expenses.
분석 기사 • Mar 24Is C.S. Lumber (TYO:7808) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Mar 03With EPS Growth And More, C.S. Lumber (TYO:7808) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Is New 90 Day High Low • Feb 25New 90-day high: JP¥1,752The company is up 17% from its price of JP¥1,496 on 27 November 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 25% over the same period.
분석 기사 • Feb 10You Have To Love C.S. Lumber Co., Inc's (TYO:7808) DividendCould C.S. Lumber Co., Inc ( TYO:7808 ) be an attractive dividend share to own for the long haul? Investors are often...
공시 • Feb 04C.S. Lumber Co., Inc to Report Q3, 2021 Results on Apr 14, 2021C.S. Lumber Co., Inc announced that they will report Q3, 2021 results on Apr 14, 2021
분석 기사 • Jan 20Returns On Capital At C.S. Lumber (TYO:7808) Paint An Interesting PictureIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Is New 90 Day High Low • Jan 18New 90-day high: JP¥1,724The company is up 13% from its price of JP¥1,523 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 24% over the same period.
Reported Earnings • Jan 15Second quarter 2021 earnings released: EPS JP¥141The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥4.16b (down 2.1% from 2Q 2020). Net income: JP¥257.0m (up 53% from 2Q 2020). Profit margin: 6.2% (up from 4.0% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
분석 기사 • Dec 30Is C.S. Lumber Co., Inc's (TYO:7808) ROE Of 20% Impressive?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
분석 기사 • Dec 08We Think C.S. Lumber (TYO:7808) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Nov 17Here's Why We Think C.S. Lumber (TYO:7808) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of...
Reported Earnings • Oct 16First quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥681.0m, up 19% from the prior year. Total revenue was JP¥15.4b over the last 12 months, down 5.5% from the prior year.