View ValuationEDION 향후 성장Future 기준 점검 1/6EDION (는) 각각 연간 6.4% 및 2.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7% 로 예상됩니다.핵심 정보6.4%이익 성장률6.29%EPS 성장률Specialty Retail 이익 성장9.1%매출 성장률2.1%향후 자기자본이익률7.00%애널리스트 커버리지Low마지막 업데이트11 May 2026최근 향후 성장 업데이트Major Estimate Revision • Aug 12Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥765.0b to JP¥789.0b. EPS estimate increased from JP¥124 to JP¥140 per share. Net income forecast to shrink 0.8% next year vs 11% growth forecast for Specialty Retail industry in Japan . Consensus price target up from JP¥1,650 to JP¥1,900. Share price was steady at JP¥1,999 over the past week.Major Estimate Revision • Aug 09Consensus EPS estimates increase by 35%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥732.0b to JP¥757.0b. EPS estimate increased from JP¥92.40 to JP¥125 per share. Net income forecast to grow 25% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,350 to JP¥1,650. Share price was steady at JP¥1,785 over the past week.Price Target Changed • Aug 05Price target increased by 27% to JP¥1,650Up from JP¥1,300, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,662. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥125 for next year compared to JP¥90.06 last year.Price Target Changed • Nov 16Price target increased to JP¥1,150Up from JP¥1,050, the current price target is provided by 1 analyst. New target price is 5.6% below last closing price of JP¥1,218. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥125 last year.Major Estimate Revision • Aug 10Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥103 to JP¥117. Revenue forecast steady at JP¥718.0b. Net income forecast to shrink 10% next year vs 3.6% growth forecast for Specialty Retail industry in Japan . Consensus price target of JP¥1,150 unchanged from last update. Share price rose 2.8% to JP¥1,209 over the past week.Major Estimate Revision • Aug 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥757.0b to JP¥743.0b. EPS estimate rose from JP¥105 to JP¥131. Net income forecast to shrink 19% next year vs 0.5% growth forecast for Specialty Retail industry in Japan . Consensus price target of JP¥1,150 unchanged from last update. Share price fell 7.9% to JP¥1,049 over the past week.모든 업데이트 보기Recent updates분석 기사 • May 22We Think EDION's (TSE:2730) Robust Earnings Are ConservativeWhen companies post strong earnings, the stock generally performs well, just like EDION Corporation's ( TSE:2730...Reported Earnings • May 12Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥146 (up from JP¥134 in FY 2025). Revenue: JP¥793.7b (up 3.3% from FY 2025). Net income: JP¥15.5b (up 9.5% from FY 2025). Profit margin: 1.9% (up from 1.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 15% per year.속보 • May 12EDION Sees Profit and Dividend Growth Outpacing Sales in FY2026EDION reported a 3.3% year-on-year rise in net sales for the fiscal year ended March 31, 2026. Operating profit increased 10.2% over the same period, pointing to improved profitability. The company raised its annual dividend and guided to modest profit growth for fiscal 2027, signaling an ongoing focus on shareholder returns. Stronger profit growth than sales growth suggests EDION is getting more efficient or benefiting from a more profitable sales mix in its consumer electronics retail operations. For you, the key questions are how sustainable this profitability trend is and whether the increased dividend and profit guidance align with your income needs and risk tolerance in the Japanese retail sector.공시 • May 11EDION Corporation, Annual General Meeting, Jun 26, 2026EDION Corporation, Annual General Meeting, Jun 26, 2026.공시 • Apr 04EDION Corporation to Report Fiscal Year 2026 Results on May 11, 2026EDION Corporation announced that they will report fiscal year 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥29.17 (vs JP¥20.96 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.17 (up from JP¥20.96 in 3Q 2025). Revenue: JP¥200.2b (up 4.2% from 3Q 2025). Net income: JP¥3.08b (up 40% from 3Q 2025). Profit margin: 1.5% (up from 1.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jan 20Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to JP¥2,172. The fair value is estimated to be JP¥1,808, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 5.3%. Revenue is forecast to grow by 5.3% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.분석 기사 • Dec 23EDION (TSE:2730) Is Due To Pay A Dividend Of ¥24.00The board of EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend on the 30th of June, with...공시 • Dec 23EDION Corporation to Report Q3, 2026 Results on Feb 06, 2026EDION Corporation announced that they will report Q3, 2026 results on Feb 06, 2026분석 기사 • Dec 02EDION's (TSE:2730) Dividend Will Be ¥24.00EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend of ¥24.00 per share on the 30th of June. This...Declared Dividend • Dec 02First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 20EDION's (TSE:2730) Earnings May Just Be The Starting PointThe subdued stock price reaction suggests that EDION Corporation's ( TSE:2730 ) strong earnings didn't offer any...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥58.06 (vs JP¥73.58 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.06 (down from JP¥73.58 in 2Q 2025). Revenue: JP¥202.3b (down 1.8% from 2Q 2025). Net income: JP¥6.13b (down 21% from 2Q 2025). Profit margin: 3.0% (down from 3.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Oct 30EDION (TSE:2730) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Oct 16Returns At EDION (TSE:2730) Appear To Be Weighed DownThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).분석 기사 • Sep 11EDION (TSE:2730) Has Affirmed Its Dividend Of ¥23.00EDION Corporation's ( TSE:2730 ) investors are due to receive a payment of ¥23.00 per share on 2nd of December. This...공시 • Sep 11EDION Corporation to Report Q2, 2026 Results on Nov 06, 2025EDION Corporation announced that they will report Q2, 2026 results on Nov 06, 2025Buy Or Sell Opportunity • Sep 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.4% to JP¥2,149. The fair value is estimated to be JP¥1,789, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 4.3% in 2 years. Earnings are forecast to grow by 2.7% in the next 2 years.분석 기사 • Sep 08Is Now The Time To Put EDION (TSE:2730) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Aug 12EDION's (TSE:2730) Dividend Will Be ¥23.00EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend of ¥23.00 per share on the 2nd of December...Major Estimate Revision • Aug 12Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥765.0b to JP¥789.0b. EPS estimate increased from JP¥124 to JP¥140 per share. Net income forecast to shrink 0.8% next year vs 11% growth forecast for Specialty Retail industry in Japan . Consensus price target up from JP¥1,650 to JP¥1,900. Share price was steady at JP¥1,999 over the past week.Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥30.42 (vs JP¥21.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥30.42 (up from JP¥21.70 in 1Q 2025). Revenue: JP¥183.4b (up 5.1% from 1Q 2025). Net income: JP¥3.20b (up 40% from 1Q 2025). Profit margin: 1.7% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. 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 18% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 23EDION (TSE:2730) Is Paying Out A Dividend Of ¥23.00EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend of ¥23.00 per share on the 2nd of December...분석 기사 • Jul 09EDION (TSE:2730) Has Announced A Dividend Of ¥23.00EDION Corporation ( TSE:2730 ) will pay a dividend of ¥23.00 on the 2nd of December. The dividend yield will be 2.2...Declared Dividend • Jul 09Final dividend of JP¥23.00 announcedDividend of JP¥23.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 3.4% over the next 2 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.분석 기사 • Jun 17EDION Corporation's (TSE:2730) Share Price Not Quite Adding UpWith a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...공시 • Jun 11EDION Corporation to Report Q1, 2026 Results on Aug 05, 2025EDION Corporation announced that they will report Q1, 2026 results on Aug 05, 2025분석 기사 • May 21Shareholders Will Be Pleased With The Quality of EDION's (TSE:2730) EarningsThe subdued stock price reaction suggests that EDION Corporation's ( TSE:2730 ) strong earnings didn't offer any...Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥134 (vs JP¥90.07 in FY 2024)Full year 2025 results: EPS: JP¥134 (up from JP¥90.07 in FY 2024). Revenue: JP¥768.1b (up 6.5% from FY 2024). Net income: JP¥14.1b (up 56% from FY 2024). Profit margin: 1.8% (up from 1.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.공시 • May 09EDION Corporation, Annual General Meeting, Jun 27, 2025EDION Corporation, Annual General Meeting, Jun 27, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).분석 기사 • Mar 18EDION (TSE:2730) Has Announced A Dividend Of ¥23.00EDION Corporation ( TSE:2730 ) will pay a dividend of ¥23.00 on the 30th of June. This makes the dividend yield 2.5...공시 • Mar 18EDION Corporation to Report Fiscal Year 2025 Results on May 09, 2025EDION Corporation announced that they will report fiscal year 2025 results on May 09, 2025분석 기사 • Mar 03EDION (TSE:2730) Is Due To Pay A Dividend Of ¥23.00The board of EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend on the 30th of June, with...분석 기사 • Mar 03Returns On Capital Are Showing Encouraging Signs At EDION (TSE:2730)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • Feb 14New major risk - Revenue and earnings growthEarnings have declined by 5.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.5% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥20.96 (vs JP¥8.32 in 3Q 2024)Third quarter 2025 results: EPS: JP¥20.96 (up from JP¥8.32 in 3Q 2024). Revenue: JP¥192.1b (up 3.8% from 3Q 2024). Net income: JP¥2.21b (up 165% from 3Q 2024). Profit margin: 1.2% (up from 0.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.분석 기사 • Dec 31EDION's (TSE:2730) Dividend Will Be ¥23.00EDION Corporation's ( TSE:2730 ) investors are due to receive a payment of ¥23.00 per share on 30th of June. This means...분석 기사 • Dec 17EDION (TSE:2730) Has Affirmed Its Dividend Of ¥23.00The board of EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend on the 30th of June, with...공시 • Dec 11EDION Corporation to Report Q3, 2025 Results on Feb 12, 2025EDION Corporation announced that they will report Q3, 2025 results on Feb 12, 2025분석 기사 • Dec 03EDION (TSE:2730) Is Paying Out A Dividend Of ¥23.00The board of EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend of ¥23.00 per share on the 30th...Declared Dividend • Dec 03First half dividend of JP¥23.00 announcedDividend of JP¥23.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 19Why EDION's (TSE:2730) Earnings Are Better Than They SeemEDION Corporation's ( TSE:2730 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...New Risk • Nov 05New major risk - Revenue and earnings growthEarnings have declined by 6.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.3% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (6.2% increase in shares outstanding).Reported Earnings • Nov 04Second quarter 2025 earnings released: EPS: JP¥73.58 (vs JP¥62.18 in 2Q 2024)Second quarter 2025 results: EPS: JP¥73.58 (up from JP¥62.18 in 2Q 2024). Revenue: JP¥206.0b (up 7.5% from 2Q 2024). Net income: JP¥7.75b (up 27% from 2Q 2024). Profit margin: 3.8% (up from 3.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.공시 • Sep 27EDION Corporation to Report Q2, 2025 Results on Nov 01, 2024EDION Corporation announced that they will report Q2, 2025 results on Nov 01, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).분석 기사 • Sep 19EDION (TSE:2730) Will Pay A Dividend Of ¥22.00EDION Corporation's ( TSE:2730 ) investors are due to receive a payment of ¥22.00 per share on 2nd of December. This...분석 기사 • Aug 26Returns At EDION (TSE:2730) Are On The Way UpIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Major Estimate Revision • Aug 09Consensus EPS estimates increase by 35%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥732.0b to JP¥757.0b. EPS estimate increased from JP¥92.40 to JP¥125 per share. Net income forecast to grow 25% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,350 to JP¥1,650. Share price was steady at JP¥1,785 over the past week.분석 기사 • Aug 09EDION (TSE:2730) Has Announced A Dividend Of ¥22.00The board of EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend on the 2nd of December, with...Price Target Changed • Aug 05Price target increased by 27% to JP¥1,650Up from JP¥1,300, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,662. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥125 for next year compared to JP¥90.06 last year.Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: JP¥21.70 (vs JP¥11.10 in 1Q 2024)First quarter 2025 results: EPS: JP¥21.70 (up from JP¥11.10 in 1Q 2024). Revenue: JP¥174.5b (up 8.4% from 1Q 2024). Net income: JP¥2.28b (up 109% from 1Q 2024). Profit margin: 1.3% (up from 0.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.공시 • Aug 02EDION Corporation (TSE:2730) announces an Equity Buyback for 5,500,000 shares, representing 5.23% for ¥10,000 million.EDION Corporation (TSE:2730) announces a share repurchase program. Under the program, the company will repurchase 5,500,000 shares, representing 5.23% of the outstanding shares for ¥10,000 million. The purpose of the program is to improve capital efficiency, thereby increasing return of profits to shareholders and implementing a flexible capital policy. The program will run until July 31, 2025. As of June 30, 2024, the company had 105,076,349 shares outstanding and 6,929,287 shares in treasury.분석 기사 • Jul 26EDION's (TSE:2730) Dividend Will Be ¥22.00EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend of ¥22.00 per share on the 2nd of December...Buy Or Sell Opportunity • Jul 24Now 20% undervaluedOver the last 90 days, the stock has risen 10% to JP¥1,761. The fair value is estimated to be JP¥2,209, however this is not to be taken as a buy 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 13%. Revenue is forecast to grow by 3.3% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.분석 기사 • Jul 12EDION (TSE:2730) Will Pay A Dividend Of ¥22.00EDION Corporation ( TSE:2730 ) will pay a dividend of ¥22.00 on the 2nd of December. Based on this payment, the...Declared Dividend • Jul 11Final dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.0% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 17EDION Corporation to Report Q1, 2025 Results on Aug 02, 2024EDION Corporation announced that they will report Q1, 2025 results on Aug 02, 2024분석 기사 • May 21We Think You Can Look Beyond EDION's (TSE:2730) Lackluster EarningsSoft earnings didn't appear to concern EDION Corporation's ( TSE:2730 ) shareholders over the last week. We think that...Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥90.07 (down from JP¥112 in FY 2023). Revenue: JP¥721.1b (flat on FY 2023). Net income: JP¥9.02b (down 21% from FY 2023). Profit margin: 1.3% (down from 1.6% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.공시 • May 12EDION Corporation, Annual General Meeting, Jun 27, 2024EDION Corporation, Annual General Meeting, Jun 27, 2024.공시 • Mar 29EDION Corporation to Report Fiscal Year 2024 Results on May 10, 2024EDION Corporation announced that they will report fiscal year 2024 results on May 10, 2024New Risk • Mar 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). High level of non-cash earnings (24% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 65% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥8.32 (vs JP¥22.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.32 (down from JP¥22.76 in 3Q 2023). Revenue: JP¥185.0b (down 1.3% from 3Q 2023). Net income: JP¥835.0m (down 64% from 3Q 2023). Profit margin: 0.5% (down from 1.2% in 3Q 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.New Risk • Feb 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.5% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공시 • Dec 08EDION Corporation to Report Q3, 2024 Results on Feb 02, 2024EDION Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥62.18 (vs JP¥47.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥62.18 (up from JP¥47.87 in 2Q 2023). Revenue: JP¥191.6b (up 2.9% from 2Q 2023). Net income: JP¥6.12b (up 25% from 2Q 2023). Profit margin: 3.2% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 43% but the company 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 (1.4%).공시 • Sep 15EDION Corporation to Report Q2, 2024 Results on Nov 02, 2023EDION Corporation announced that they will report Q2, 2024 results on Nov 02, 2023Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥11.10 (vs JP¥21.22 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.10 (down from JP¥21.22 in 1Q 2023). Revenue: JP¥160.9b (down 2.4% from 1Q 2023). Net income: JP¥1.09b (down 50% from 1Q 2023). Profit margin: 0.7% (down from 1.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.공시 • Jun 09EDION Corporation to Report Q1, 2024 Results on Aug 02, 2023EDION Corporation announced that they will report Q1, 2024 results on Aug 02, 2023Reported Earnings • May 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥112 (down from JP¥125 in FY 2022). Revenue: JP¥720.6b (up 1.0% from FY 2022). Net income: JP¥11.4b (down 13% from FY 2022). Profit margin: 1.6% (down from 1.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥22.76 (vs JP¥22.14 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.76 (up from JP¥22.14 in 3Q 2022). Revenue: JP¥187.4b (up 4.1% from 3Q 2022). Net income: JP¥2.31b (up 1.4% from 3Q 2022). Profit margin: 1.2% (down from 1.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.공시 • Dec 21EDION Corporation to Report Q3, 2023 Results on Feb 03, 2023EDION Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥47.87 (vs JP¥55.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.87 (down from JP¥55.67 in 2Q 2022). Revenue: JP¥186.3b (up 1.4% from 2Q 2022). Net income: JP¥4.90b (down 17% from 2Q 2022). Profit margin: 2.6% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.Price Target Changed • Nov 16Price target increased to JP¥1,150Up from JP¥1,050, the current price target is provided by 1 analyst. New target price is 5.6% below last closing price of JP¥1,218. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥125 last year.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥47.87 (vs JP¥55.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.87 (down from JP¥55.67 in 2Q 2022). Revenue: JP¥186.3b (up 1.4% from 2Q 2022). Net income: JP¥4.90b (down 17% from 2Q 2022). Profit margin: 2.6% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).Major Estimate Revision • Aug 10Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥103 to JP¥117. Revenue forecast steady at JP¥718.0b. Net income forecast to shrink 10% next year vs 3.6% growth forecast for Specialty Retail industry in Japan . Consensus price target of JP¥1,150 unchanged from last update. Share price rose 2.8% to JP¥1,209 over the past week.Reported Earnings • Aug 04First quarter 2023 earnings released: EPS: JP¥21.22 (vs JP¥16.21 in 1Q 2022)First quarter 2023 results: EPS: JP¥21.22 (up from JP¥16.21 in 1Q 2022). Revenue: JP¥164.9b (flat on 1Q 2022). Net income: JP¥2.17b (up 25% from 1Q 2022). Profit margin: 1.3% (up from 1.1% in 1Q 2022). Over the next year, revenue is forecast to stay flat compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year.Board Change • Jul 31High number of new directorsOutside Audit & Supervisory Board Member Takashi Okinaka was the last director to join the board, commencing their role in 2022.Reported Earnings • May 11Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥125 (down from JP¥155 in FY 2021). Revenue: JP¥713.8b (down 7.1% from FY 2021). Net income: JP¥13.1b (down 21% from FY 2021). Profit margin: 1.8% (down from 2.2% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Over the next year, revenue is forecast to stay flat compared to a 7.4% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.Board Change • Apr 27Less 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. 7 non-independent directors. Independent Director Yoshihiko Fukushima was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 07Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥22.14 (down from JP¥40.08 in 3Q 2021). Revenue: JP¥180.0b (down 9.4% from 3Q 2021). Net income: JP¥2.28b (down 47% from 3Q 2021). Profit margin: 1.3% (down from 2.2% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Over the next year, revenue is forecast to grow 1.5%, compared to a 7.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥55.67 (vs JP¥68.60 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥183.7b (down 11% from 2Q 2021). Net income: JP¥5.87b (down 20% from 2Q 2021). Profit margin: 3.2% (down from 3.5% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥55.67 (vs JP¥68.60 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥183.7b (down 11% from 2Q 2021). Net income: JP¥5.87b (down 20% from 2Q 2021). Profit margin: 3.2% (down from 3.5% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥16.21 (vs JP¥28.49 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥165.1b (down 5.8% from 1Q 2021). Net income: JP¥1.74b (down 43% from 1Q 2021). Profit margin: 1.1% (down from 1.7% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Major Estimate Revision • Aug 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥757.0b to JP¥743.0b. EPS estimate rose from JP¥105 to JP¥131. Net income forecast to shrink 19% next year vs 0.5% growth forecast for Specialty Retail industry in Japan . Consensus price target of JP¥1,150 unchanged from last update. Share price fell 7.9% to JP¥1,049 over the past week.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥155 (vs JP¥101 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥768.1b (up 4.7% from FY 2020). Net income: JP¥16.6b (up 52% from FY 2020). Profit margin: 2.2% (up from 1.5% 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 19% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Is New 90 Day High Low • Mar 01New 90-day high: JP¥1,097The company is up 12% from its price of JP¥978 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 9.0% over the same period.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥40.08 (vs JP¥6.25 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥198.7b (up 16% from 3Q 2020). Net income: JP¥4.29b (up JP¥3.63b from 3Q 2020). Profit margin: 2.2% (up from 0.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.이익 및 매출 성장 예측TSE:2730 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2028827,00017,60013,70030,20013/31/2027810,00017,40012,90029,40013/31/2026793,74615,45318,12330,834N/A12/31/2025781,41814,29615,56826,841N/A9/30/2025773,29713,42312,23222,848N/A6/30/2025777,06715,04019,00430,245N/A3/31/2025768,12914,11819,55030,711N/A12/31/2024756,05713,21225,07937,944N/A9/30/2024749,00811,836-34,24835,595N/A6/30/2024734,60110,208-43,41726,612N/A3/31/2024721,0859,021-49,45419,962N/A12/31/2023719,63810,062-53,75313,318N/A9/30/2023722,04611,5398,15016,956N/A6/30/2023716,67110,315-1,1006,754N/A3/31/2023720,58411,3934,47112,139N/A12/31/2022723,51412,60511,87919,670N/A9/30/2022716,11512,57318,90727,353N/A6/30/2022713,54113,54323,96632,062N/A3/31/2022713,76813,1091,19410,576N/A12/31/2021715,63211,8311,71211,180N/A9/30/2021734,25213,844-7,7361,397N/A6/30/2021757,89015,321-3,6656,152N/A3/31/2021768,11316,63335,30642,964N/A12/31/2020746,75815,73428,29235,286N/A9/30/2020719,46812,10831,15537,444N/A6/30/2020738,13716,13534,21443,757N/A3/31/2020733,57510,97714,94025,278N/A12/31/2019747,11111,917N/A26,705N/A9/30/2019763,01613,775N/A31,746N/A6/30/2019732,2268,881N/A29,950N/A3/31/2019718,63811,642N/A28,304N/A12/31/2018710,4019,742N/A32,309N/A9/30/2018703,9299,797N/A25,499N/A6/30/2018693,4169,497N/A21,456N/A3/31/2018686,2848,944N/A21,553N/A12/31/2017679,66613,175N/A9,369N/A9/30/2017675,64612,827N/A20,570N/A6/30/2017671,33612,521N/A14,621N/A3/31/2017674,42713,119N/A19,334N/A12/31/2016680,3366,590N/A19,477N/A9/30/2016685,8206,915N/A15,079N/A6/30/2016691,6736,448N/A24,018N/A3/31/2016692,0876,023N/A37,155N/A12/31/2015691,5308,052N/A28,352N/A9/30/2015692,1266,696N/A23,682N/A6/30/2015688,3974,587N/A12,824N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2730 의 연간 예상 수익 증가율(6.4%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 2730 의 연간 수익(6.4%)이 JP 시장(8.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 2730 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 2730 의 수익(연간 2.1%)이 JP 시장(연간 5.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 2730 의 수익(연간 2.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2730의 자본 수익률은 3년 후 7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 18:35종가2026/05/26 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 소스EDION Corporation는 5명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masatoshi KikuchiBofA Global ResearchJun KawaharaDaiwa Securities Co. Ltd.Takahiro KazahayaDeutsche Bank2명의 분석가 더 보기
Major Estimate Revision • Aug 12Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥765.0b to JP¥789.0b. EPS estimate increased from JP¥124 to JP¥140 per share. Net income forecast to shrink 0.8% next year vs 11% growth forecast for Specialty Retail industry in Japan . Consensus price target up from JP¥1,650 to JP¥1,900. Share price was steady at JP¥1,999 over the past week.
Major Estimate Revision • Aug 09Consensus EPS estimates increase by 35%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥732.0b to JP¥757.0b. EPS estimate increased from JP¥92.40 to JP¥125 per share. Net income forecast to grow 25% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,350 to JP¥1,650. Share price was steady at JP¥1,785 over the past week.
Price Target Changed • Aug 05Price target increased by 27% to JP¥1,650Up from JP¥1,300, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,662. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥125 for next year compared to JP¥90.06 last year.
Price Target Changed • Nov 16Price target increased to JP¥1,150Up from JP¥1,050, the current price target is provided by 1 analyst. New target price is 5.6% below last closing price of JP¥1,218. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥125 last year.
Major Estimate Revision • Aug 10Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥103 to JP¥117. Revenue forecast steady at JP¥718.0b. Net income forecast to shrink 10% next year vs 3.6% growth forecast for Specialty Retail industry in Japan . Consensus price target of JP¥1,150 unchanged from last update. Share price rose 2.8% to JP¥1,209 over the past week.
Major Estimate Revision • Aug 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥757.0b to JP¥743.0b. EPS estimate rose from JP¥105 to JP¥131. Net income forecast to shrink 19% next year vs 0.5% growth forecast for Specialty Retail industry in Japan . Consensus price target of JP¥1,150 unchanged from last update. Share price fell 7.9% to JP¥1,049 over the past week.
분석 기사 • May 22We Think EDION's (TSE:2730) Robust Earnings Are ConservativeWhen companies post strong earnings, the stock generally performs well, just like EDION Corporation's ( TSE:2730...
Reported Earnings • May 12Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥146 (up from JP¥134 in FY 2025). Revenue: JP¥793.7b (up 3.3% from FY 2025). Net income: JP¥15.5b (up 9.5% from FY 2025). Profit margin: 1.9% (up from 1.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 15% per year.
속보 • May 12EDION Sees Profit and Dividend Growth Outpacing Sales in FY2026EDION reported a 3.3% year-on-year rise in net sales for the fiscal year ended March 31, 2026. Operating profit increased 10.2% over the same period, pointing to improved profitability. The company raised its annual dividend and guided to modest profit growth for fiscal 2027, signaling an ongoing focus on shareholder returns. Stronger profit growth than sales growth suggests EDION is getting more efficient or benefiting from a more profitable sales mix in its consumer electronics retail operations. For you, the key questions are how sustainable this profitability trend is and whether the increased dividend and profit guidance align with your income needs and risk tolerance in the Japanese retail sector.
공시 • May 11EDION Corporation, Annual General Meeting, Jun 26, 2026EDION Corporation, Annual General Meeting, Jun 26, 2026.
공시 • Apr 04EDION Corporation to Report Fiscal Year 2026 Results on May 11, 2026EDION Corporation announced that they will report fiscal year 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥29.17 (vs JP¥20.96 in 3Q 2025)Third quarter 2026 results: EPS: JP¥29.17 (up from JP¥20.96 in 3Q 2025). Revenue: JP¥200.2b (up 4.2% from 3Q 2025). Net income: JP¥3.08b (up 40% from 3Q 2025). Profit margin: 1.5% (up from 1.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jan 20Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to JP¥2,172. The fair value is estimated to be JP¥1,808, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 5.3%. Revenue is forecast to grow by 5.3% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
분석 기사 • Dec 23EDION (TSE:2730) Is Due To Pay A Dividend Of ¥24.00The board of EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend on the 30th of June, with...
공시 • Dec 23EDION Corporation to Report Q3, 2026 Results on Feb 06, 2026EDION Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
분석 기사 • Dec 02EDION's (TSE:2730) Dividend Will Be ¥24.00EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend of ¥24.00 per share on the 30th of June. This...
Declared Dividend • Dec 02First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 20EDION's (TSE:2730) Earnings May Just Be The Starting PointThe subdued stock price reaction suggests that EDION Corporation's ( TSE:2730 ) strong earnings didn't offer any...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥58.06 (vs JP¥73.58 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.06 (down from JP¥73.58 in 2Q 2025). Revenue: JP¥202.3b (down 1.8% from 2Q 2025). Net income: JP¥6.13b (down 21% from 2Q 2025). Profit margin: 3.0% (down from 3.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Oct 30EDION (TSE:2730) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Oct 16Returns At EDION (TSE:2730) Appear To Be Weighed DownThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
분석 기사 • Sep 11EDION (TSE:2730) Has Affirmed Its Dividend Of ¥23.00EDION Corporation's ( TSE:2730 ) investors are due to receive a payment of ¥23.00 per share on 2nd of December. This...
공시 • Sep 11EDION Corporation to Report Q2, 2026 Results on Nov 06, 2025EDION Corporation announced that they will report Q2, 2026 results on Nov 06, 2025
Buy Or Sell Opportunity • Sep 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.4% to JP¥2,149. The fair value is estimated to be JP¥1,789, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 4.3% in 2 years. Earnings are forecast to grow by 2.7% in the next 2 years.
분석 기사 • Sep 08Is Now The Time To Put EDION (TSE:2730) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Aug 12EDION's (TSE:2730) Dividend Will Be ¥23.00EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend of ¥23.00 per share on the 2nd of December...
Major Estimate Revision • Aug 12Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥765.0b to JP¥789.0b. EPS estimate increased from JP¥124 to JP¥140 per share. Net income forecast to shrink 0.8% next year vs 11% growth forecast for Specialty Retail industry in Japan . Consensus price target up from JP¥1,650 to JP¥1,900. Share price was steady at JP¥1,999 over the past week.
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥30.42 (vs JP¥21.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥30.42 (up from JP¥21.70 in 1Q 2025). Revenue: JP¥183.4b (up 5.1% from 1Q 2025). Net income: JP¥3.20b (up 40% from 1Q 2025). Profit margin: 1.7% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. 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 18% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 23EDION (TSE:2730) Is Paying Out A Dividend Of ¥23.00EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend of ¥23.00 per share on the 2nd of December...
분석 기사 • Jul 09EDION (TSE:2730) Has Announced A Dividend Of ¥23.00EDION Corporation ( TSE:2730 ) will pay a dividend of ¥23.00 on the 2nd of December. The dividend yield will be 2.2...
Declared Dividend • Jul 09Final dividend of JP¥23.00 announcedDividend of JP¥23.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 3.4% over the next 2 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.
분석 기사 • Jun 17EDION Corporation's (TSE:2730) Share Price Not Quite Adding UpWith a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...
공시 • Jun 11EDION Corporation to Report Q1, 2026 Results on Aug 05, 2025EDION Corporation announced that they will report Q1, 2026 results on Aug 05, 2025
분석 기사 • May 21Shareholders Will Be Pleased With The Quality of EDION's (TSE:2730) EarningsThe subdued stock price reaction suggests that EDION Corporation's ( TSE:2730 ) strong earnings didn't offer any...
Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥134 (vs JP¥90.07 in FY 2024)Full year 2025 results: EPS: JP¥134 (up from JP¥90.07 in FY 2024). Revenue: JP¥768.1b (up 6.5% from FY 2024). Net income: JP¥14.1b (up 56% from FY 2024). Profit margin: 1.8% (up from 1.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
공시 • May 09EDION Corporation, Annual General Meeting, Jun 27, 2025EDION Corporation, Annual General Meeting, Jun 27, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
분석 기사 • Mar 18EDION (TSE:2730) Has Announced A Dividend Of ¥23.00EDION Corporation ( TSE:2730 ) will pay a dividend of ¥23.00 on the 30th of June. This makes the dividend yield 2.5...
공시 • Mar 18EDION Corporation to Report Fiscal Year 2025 Results on May 09, 2025EDION Corporation announced that they will report fiscal year 2025 results on May 09, 2025
분석 기사 • Mar 03EDION (TSE:2730) Is Due To Pay A Dividend Of ¥23.00The board of EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend on the 30th of June, with...
분석 기사 • Mar 03Returns On Capital Are Showing Encouraging Signs At EDION (TSE:2730)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • Feb 14New major risk - Revenue and earnings growthEarnings have declined by 5.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.5% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥20.96 (vs JP¥8.32 in 3Q 2024)Third quarter 2025 results: EPS: JP¥20.96 (up from JP¥8.32 in 3Q 2024). Revenue: JP¥192.1b (up 3.8% from 3Q 2024). Net income: JP¥2.21b (up 165% from 3Q 2024). Profit margin: 1.2% (up from 0.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
분석 기사 • Dec 31EDION's (TSE:2730) Dividend Will Be ¥23.00EDION Corporation's ( TSE:2730 ) investors are due to receive a payment of ¥23.00 per share on 30th of June. This means...
분석 기사 • Dec 17EDION (TSE:2730) Has Affirmed Its Dividend Of ¥23.00The board of EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend on the 30th of June, with...
공시 • Dec 11EDION Corporation to Report Q3, 2025 Results on Feb 12, 2025EDION Corporation announced that they will report Q3, 2025 results on Feb 12, 2025
분석 기사 • Dec 03EDION (TSE:2730) Is Paying Out A Dividend Of ¥23.00The board of EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend of ¥23.00 per share on the 30th...
Declared Dividend • Dec 03First half dividend of JP¥23.00 announcedDividend of JP¥23.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 19Why EDION's (TSE:2730) Earnings Are Better Than They SeemEDION Corporation's ( TSE:2730 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
New Risk • Nov 05New major risk - Revenue and earnings growthEarnings have declined by 6.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.3% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (6.2% increase in shares outstanding).
Reported Earnings • Nov 04Second quarter 2025 earnings released: EPS: JP¥73.58 (vs JP¥62.18 in 2Q 2024)Second quarter 2025 results: EPS: JP¥73.58 (up from JP¥62.18 in 2Q 2024). Revenue: JP¥206.0b (up 7.5% from 2Q 2024). Net income: JP¥7.75b (up 27% from 2Q 2024). Profit margin: 3.8% (up from 3.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
공시 • Sep 27EDION Corporation to Report Q2, 2025 Results on Nov 01, 2024EDION Corporation announced that they will report Q2, 2025 results on Nov 01, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
분석 기사 • Sep 19EDION (TSE:2730) Will Pay A Dividend Of ¥22.00EDION Corporation's ( TSE:2730 ) investors are due to receive a payment of ¥22.00 per share on 2nd of December. This...
분석 기사 • Aug 26Returns At EDION (TSE:2730) Are On The Way UpIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Major Estimate Revision • Aug 09Consensus EPS estimates increase by 35%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥732.0b to JP¥757.0b. EPS estimate increased from JP¥92.40 to JP¥125 per share. Net income forecast to grow 25% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,350 to JP¥1,650. Share price was steady at JP¥1,785 over the past week.
분석 기사 • Aug 09EDION (TSE:2730) Has Announced A Dividend Of ¥22.00The board of EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend on the 2nd of December, with...
Price Target Changed • Aug 05Price target increased by 27% to JP¥1,650Up from JP¥1,300, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,662. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥125 for next year compared to JP¥90.06 last year.
Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: JP¥21.70 (vs JP¥11.10 in 1Q 2024)First quarter 2025 results: EPS: JP¥21.70 (up from JP¥11.10 in 1Q 2024). Revenue: JP¥174.5b (up 8.4% from 1Q 2024). Net income: JP¥2.28b (up 109% from 1Q 2024). Profit margin: 1.3% (up from 0.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
공시 • Aug 02EDION Corporation (TSE:2730) announces an Equity Buyback for 5,500,000 shares, representing 5.23% for ¥10,000 million.EDION Corporation (TSE:2730) announces a share repurchase program. Under the program, the company will repurchase 5,500,000 shares, representing 5.23% of the outstanding shares for ¥10,000 million. The purpose of the program is to improve capital efficiency, thereby increasing return of profits to shareholders and implementing a flexible capital policy. The program will run until July 31, 2025. As of June 30, 2024, the company had 105,076,349 shares outstanding and 6,929,287 shares in treasury.
분석 기사 • Jul 26EDION's (TSE:2730) Dividend Will Be ¥22.00EDION Corporation ( TSE:2730 ) has announced that it will pay a dividend of ¥22.00 per share on the 2nd of December...
Buy Or Sell Opportunity • Jul 24Now 20% undervaluedOver the last 90 days, the stock has risen 10% to JP¥1,761. The fair value is estimated to be JP¥2,209, however this is not to be taken as a buy 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 13%. Revenue is forecast to grow by 3.3% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
분석 기사 • Jul 12EDION (TSE:2730) Will Pay A Dividend Of ¥22.00EDION Corporation ( TSE:2730 ) will pay a dividend of ¥22.00 on the 2nd of December. Based on this payment, the...
Declared Dividend • Jul 11Final dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.0% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 17EDION Corporation to Report Q1, 2025 Results on Aug 02, 2024EDION Corporation announced that they will report Q1, 2025 results on Aug 02, 2024
분석 기사 • May 21We Think You Can Look Beyond EDION's (TSE:2730) Lackluster EarningsSoft earnings didn't appear to concern EDION Corporation's ( TSE:2730 ) shareholders over the last week. We think that...
Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥90.07 (down from JP¥112 in FY 2023). Revenue: JP¥721.1b (flat on FY 2023). Net income: JP¥9.02b (down 21% from FY 2023). Profit margin: 1.3% (down from 1.6% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
공시 • May 12EDION Corporation, Annual General Meeting, Jun 27, 2024EDION Corporation, Annual General Meeting, Jun 27, 2024.
공시 • Mar 29EDION Corporation to Report Fiscal Year 2024 Results on May 10, 2024EDION Corporation announced that they will report fiscal year 2024 results on May 10, 2024
New Risk • Mar 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). High level of non-cash earnings (24% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 65% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥8.32 (vs JP¥22.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.32 (down from JP¥22.76 in 3Q 2023). Revenue: JP¥185.0b (down 1.3% from 3Q 2023). Net income: JP¥835.0m (down 64% from 3Q 2023). Profit margin: 0.5% (down from 1.2% in 3Q 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
New Risk • Feb 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.5% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공시 • Dec 08EDION Corporation to Report Q3, 2024 Results on Feb 02, 2024EDION Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥62.18 (vs JP¥47.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥62.18 (up from JP¥47.87 in 2Q 2023). Revenue: JP¥191.6b (up 2.9% from 2Q 2023). Net income: JP¥6.12b (up 25% from 2Q 2023). Profit margin: 3.2% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 43% but the company 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 (1.4%).
공시 • Sep 15EDION Corporation to Report Q2, 2024 Results on Nov 02, 2023EDION Corporation announced that they will report Q2, 2024 results on Nov 02, 2023
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥11.10 (vs JP¥21.22 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.10 (down from JP¥21.22 in 1Q 2023). Revenue: JP¥160.9b (down 2.4% from 1Q 2023). Net income: JP¥1.09b (down 50% from 1Q 2023). Profit margin: 0.7% (down from 1.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
공시 • Jun 09EDION Corporation to Report Q1, 2024 Results on Aug 02, 2023EDION Corporation announced that they will report Q1, 2024 results on Aug 02, 2023
Reported Earnings • May 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥112 (down from JP¥125 in FY 2022). Revenue: JP¥720.6b (up 1.0% from FY 2022). Net income: JP¥11.4b (down 13% from FY 2022). Profit margin: 1.6% (down from 1.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥22.76 (vs JP¥22.14 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.76 (up from JP¥22.14 in 3Q 2022). Revenue: JP¥187.4b (up 4.1% from 3Q 2022). Net income: JP¥2.31b (up 1.4% from 3Q 2022). Profit margin: 1.2% (down from 1.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
공시 • Dec 21EDION Corporation to Report Q3, 2023 Results on Feb 03, 2023EDION Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥47.87 (vs JP¥55.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.87 (down from JP¥55.67 in 2Q 2022). Revenue: JP¥186.3b (up 1.4% from 2Q 2022). Net income: JP¥4.90b (down 17% from 2Q 2022). Profit margin: 2.6% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
Price Target Changed • Nov 16Price target increased to JP¥1,150Up from JP¥1,050, the current price target is provided by 1 analyst. New target price is 5.6% below last closing price of JP¥1,218. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥125 last year.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥47.87 (vs JP¥55.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.87 (down from JP¥55.67 in 2Q 2022). Revenue: JP¥186.3b (up 1.4% from 2Q 2022). Net income: JP¥4.90b (down 17% from 2Q 2022). Profit margin: 2.6% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
Major Estimate Revision • Aug 10Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥103 to JP¥117. Revenue forecast steady at JP¥718.0b. Net income forecast to shrink 10% next year vs 3.6% growth forecast for Specialty Retail industry in Japan . Consensus price target of JP¥1,150 unchanged from last update. Share price rose 2.8% to JP¥1,209 over the past week.
Reported Earnings • Aug 04First quarter 2023 earnings released: EPS: JP¥21.22 (vs JP¥16.21 in 1Q 2022)First quarter 2023 results: EPS: JP¥21.22 (up from JP¥16.21 in 1Q 2022). Revenue: JP¥164.9b (flat on 1Q 2022). Net income: JP¥2.17b (up 25% from 1Q 2022). Profit margin: 1.3% (up from 1.1% in 1Q 2022). Over the next year, revenue is forecast to stay flat compared to a 7.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year.
Board Change • Jul 31High number of new directorsOutside Audit & Supervisory Board Member Takashi Okinaka was the last director to join the board, commencing their role in 2022.
Reported Earnings • May 11Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥125 (down from JP¥155 in FY 2021). Revenue: JP¥713.8b (down 7.1% from FY 2021). Net income: JP¥13.1b (down 21% from FY 2021). Profit margin: 1.8% (down from 2.2% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.6%. Over the next year, revenue is forecast to stay flat compared to a 7.4% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
Board Change • Apr 27Less 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. 7 non-independent directors. Independent Director Yoshihiko Fukushima was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 07Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥22.14 (down from JP¥40.08 in 3Q 2021). Revenue: JP¥180.0b (down 9.4% from 3Q 2021). Net income: JP¥2.28b (down 47% from 3Q 2021). Profit margin: 1.3% (down from 2.2% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Over the next year, revenue is forecast to grow 1.5%, compared to a 7.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥55.67 (vs JP¥68.60 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥183.7b (down 11% from 2Q 2021). Net income: JP¥5.87b (down 20% from 2Q 2021). Profit margin: 3.2% (down from 3.5% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥55.67 (vs JP¥68.60 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥183.7b (down 11% from 2Q 2021). Net income: JP¥5.87b (down 20% from 2Q 2021). Profit margin: 3.2% (down from 3.5% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥16.21 (vs JP¥28.49 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥165.1b (down 5.8% from 1Q 2021). Net income: JP¥1.74b (down 43% from 1Q 2021). Profit margin: 1.1% (down from 1.7% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Aug 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥757.0b to JP¥743.0b. EPS estimate rose from JP¥105 to JP¥131. Net income forecast to shrink 19% next year vs 0.5% growth forecast for Specialty Retail industry in Japan . Consensus price target of JP¥1,150 unchanged from last update. Share price fell 7.9% to JP¥1,049 over the past week.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥155 (vs JP¥101 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥768.1b (up 4.7% from FY 2020). Net income: JP¥16.6b (up 52% from FY 2020). Profit margin: 2.2% (up from 1.5% 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 19% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Is New 90 Day High Low • Mar 01New 90-day high: JP¥1,097The company is up 12% from its price of JP¥978 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 9.0% over the same period.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥40.08 (vs JP¥6.25 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥198.7b (up 16% from 3Q 2020). Net income: JP¥4.29b (up JP¥3.63b from 3Q 2020). Profit margin: 2.2% (up from 0.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.