View Future GrowthEDION 과거 순이익 실적과거 기준 점검 4/6EDION의 수입은 연평균 -0.5%의 비율로 감소해 온 반면, Specialty Retail 산업은 수입이 연평균 9.1% 증가했습니다. 매출은 연평균 1.3%의 비율로 증가해 왔습니다. EDION의 자기자본이익률은 6.6%이고 순이익률은 1.9%입니다.핵심 정보-0.51%순이익 성장률-0.32%주당순이익(EPS) 성장률Specialty Retail 산업 성장률11.17%매출 성장률1.34%자기자본이익률6.62%순이익률1.95%다음 순이익 업데이트05 Aug 2026최근 과거 실적 업데이트공시 • Jun 11EDION Corporation to Report Q1, 2027 Results on Aug 05, 2026EDION Corporation announced that they will report Q1, 2027 results on Aug 05, 2026분석 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.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, 2026Reported 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.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, 2026모든 업데이트 보기Recent updates공시 • Jun 11EDION Corporation to Report Q1, 2027 Results on Aug 05, 2026EDION Corporation announced that they will report Q1, 2027 results on Aug 05, 2026공시 • Jun 06Yamada Holdings Co., Ltd. (TSE:9831) signed a letter of intent to acquire EDION Corporation (TSE:2730).Yamada Holdings Co., Ltd. (TSE:9831) signed a letter of intent to acquire EDION Corporation (TSE:2730) on June 5, 2026. They plan to establish a holding company and become wholly owned subsidiaries of the new entity. Edion Chairman Masataka Kubo is set to become president of the holding company, while Yamada Holdings Chairman Noboru Yamada will become chairman.공시 • Jun 05Yamada Holdings and Edion in Merger Talks, Potentially Creating a JPY 2.5 Trillion Electronics Retail GiantThe Japanese consumer electronics retail industry has been rocked by seismic news. It emerged on June 4 that Yamada Holdings Co., Ltd. (TSE:9831), the industry's largest player, and EDION Corporation (TSE:2730), which holds a strong base in western Japan, are advancing merger discussions. Both companies are expected to formally vote on the matter at board meetings on June 5. If realized, the combination would create a colossal electronics retail group with combined revenue reaching approximately JPY 2.5 trillion (approximately $15.6 billion). The merger plan was first reported by the Nikkei on June 4. According to the newspaper, the two companies are primarily considering establishing a holding company under which both Yamada Holdings and Edion would operate. A basic agreement is highly likely to be reached within the week. Behind this merger move lies the harsh business environment surrounding consumer electronics retailers. Competition has intensified year after year, driven by the rise of e-commerce platforms like Amazon, as well as successive market entries from cross-industry players such as large furniture stores like Nitori and major supermarket chains like Aeon. By merging, the two companies aim to expand scale, strengthen product development and procurement capabilities, and ultimately enhance price competitiveness. Following the report, Yamada Holdings issued a statement the same day acknowledging that "a business integration with Edion is under consideration, but no specific matters have been decided at this time." The company confirmed that a resolution is scheduled at the board meeting on June 5, adding that "should any facts requiring disclosure arise, we will promptly disclose them." Edion similarly acknowledged the fact that a merger is under consideration. Market participants have noted that while details such as the merger ratio remain undetermined, there is relatively greater room for a premium on Edion's side. Edion's share price surge can be seen as reflecting such speculation. Restructuring moves have been intermittently rumored in the consumer electronics retail industry in recent years, but this plan — bringing together the industry leader and a major player — carries the greatest impact among them. If the merger materializes, the potential synergies are immense, including dramatically improved purchasing negotiation power, logistics network efficiency gains, and joint private brand development. On the other hand, significant challenges remain, including antitrust reviews, overlapping store adjustments, and corporate culture integration, making the progress of future discussions a key focus.속보 • Jun 04EDION in Early Stage Talks on Possible Yamada Holdings Business IntegrationEDION confirmed that it is in talks regarding a possible business integration with Yamada Holdings, one of Japan’s large electronics retailers. The company stated that no concrete decision or agreement has been reached and that discussions remain at an early stage. EDION said any decisions taken at its upcoming board meeting on this matter will be promptly disclosed, underscoring a cautious and incremental approach to potential consolidation. The key point is that this is still only a possibility, not a finalized integration, so expectations around store networks, costs, or product offerings remain speculative at this stage. A clear risk is that prolonged talks without a conclusion, or a final decision not to proceed, could shift how the market views EDION’s longer-term positioning in Japan’s electronics retail sector.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.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.매출 및 비용 세부 내역EDION가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:2730 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 26793,74615,453201,836031 Dec 25781,41814,296200,906030 Sep 25773,29713,423200,690030 Jun 25777,06715,040200,467031 Mar 25768,12914,118199,471031 Dec 24756,05713,212198,384030 Sep 24749,00811,836197,172030 Jun 24734,60110,208194,857031 Mar 24721,0859,021192,656031 Dec 23719,63810,062191,360030 Sep 23722,04611,539191,034030 Jun 23716,67110,315190,904031 Mar 23720,58411,393191,690031 Dec 22723,51412,605191,675030 Sep 22716,11512,573191,201030 Jun 22713,54113,543190,740031 Mar 22713,76813,109190,884031 Dec 21715,63211,831182,329030 Sep 21734,25213,844184,351030 Jun 21757,89015,321187,314031 Mar 21768,11316,633186,886031 Dec 20746,75815,734180,157030 Sep 20719,46812,108178,258030 Jun 20738,13716,135179,133031 Mar 20733,57510,977185,552031 Dec 19747,11111,917188,826030 Sep 19763,01613,775189,837030 Jun 19732,2268,881186,455031 Mar 19718,63811,642179,019031 Dec 18710,4019,742177,920030 Sep 18703,9299,797176,138030 Jun 18693,4169,497173,185031 Mar 18686,2848,944171,135031 Dec 17679,66613,175180,744030 Sep 17675,64612,827178,988030 Jun 17671,33612,521178,155031 Mar 17674,42713,119177,763031 Dec 16680,3366,590166,186030 Sep 16685,8206,915166,556030 Jun 16691,6736,448167,186031 Mar 16692,0876,023179,261031 Dec 15691,5308,052179,419030 Sep 15692,1266,696178,603030 Jun 15688,3974,587179,7430양질의 수익: 2730는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 2730의 현재 순 이익률 (1.9%)은 지난해 (1.8%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 2730의 수익은 지난 5년 동안 연평균 0.5% 감소했습니다.성장 가속화: 지난 1년간 2730 의 수익 증가율(9.5%)은 연간 평균(-0.5%)을 초과합니다.수익 대 산업: 2730의 지난 1년 수익 증가율(9.5%)은 Specialty Retail 업계의 6.8%를 상회했습니다.자기자본이익률높은 ROE: 2730의 자본 수익률(6.6%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YRetail 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/13 07:47종가2026/06/12 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
공시 • Jun 11EDION Corporation to Report Q1, 2027 Results on Aug 05, 2026EDION Corporation announced that they will report Q1, 2027 results on Aug 05, 2026
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.
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
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.
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
공시 • Jun 11EDION Corporation to Report Q1, 2027 Results on Aug 05, 2026EDION Corporation announced that they will report Q1, 2027 results on Aug 05, 2026
공시 • Jun 06Yamada Holdings Co., Ltd. (TSE:9831) signed a letter of intent to acquire EDION Corporation (TSE:2730).Yamada Holdings Co., Ltd. (TSE:9831) signed a letter of intent to acquire EDION Corporation (TSE:2730) on June 5, 2026. They plan to establish a holding company and become wholly owned subsidiaries of the new entity. Edion Chairman Masataka Kubo is set to become president of the holding company, while Yamada Holdings Chairman Noboru Yamada will become chairman.
공시 • Jun 05Yamada Holdings and Edion in Merger Talks, Potentially Creating a JPY 2.5 Trillion Electronics Retail GiantThe Japanese consumer electronics retail industry has been rocked by seismic news. It emerged on June 4 that Yamada Holdings Co., Ltd. (TSE:9831), the industry's largest player, and EDION Corporation (TSE:2730), which holds a strong base in western Japan, are advancing merger discussions. Both companies are expected to formally vote on the matter at board meetings on June 5. If realized, the combination would create a colossal electronics retail group with combined revenue reaching approximately JPY 2.5 trillion (approximately $15.6 billion). The merger plan was first reported by the Nikkei on June 4. According to the newspaper, the two companies are primarily considering establishing a holding company under which both Yamada Holdings and Edion would operate. A basic agreement is highly likely to be reached within the week. Behind this merger move lies the harsh business environment surrounding consumer electronics retailers. Competition has intensified year after year, driven by the rise of e-commerce platforms like Amazon, as well as successive market entries from cross-industry players such as large furniture stores like Nitori and major supermarket chains like Aeon. By merging, the two companies aim to expand scale, strengthen product development and procurement capabilities, and ultimately enhance price competitiveness. Following the report, Yamada Holdings issued a statement the same day acknowledging that "a business integration with Edion is under consideration, but no specific matters have been decided at this time." The company confirmed that a resolution is scheduled at the board meeting on June 5, adding that "should any facts requiring disclosure arise, we will promptly disclose them." Edion similarly acknowledged the fact that a merger is under consideration. Market participants have noted that while details such as the merger ratio remain undetermined, there is relatively greater room for a premium on Edion's side. Edion's share price surge can be seen as reflecting such speculation. Restructuring moves have been intermittently rumored in the consumer electronics retail industry in recent years, but this plan — bringing together the industry leader and a major player — carries the greatest impact among them. If the merger materializes, the potential synergies are immense, including dramatically improved purchasing negotiation power, logistics network efficiency gains, and joint private brand development. On the other hand, significant challenges remain, including antitrust reviews, overlapping store adjustments, and corporate culture integration, making the progress of future discussions a key focus.
속보 • Jun 04EDION in Early Stage Talks on Possible Yamada Holdings Business IntegrationEDION confirmed that it is in talks regarding a possible business integration with Yamada Holdings, one of Japan’s large electronics retailers. The company stated that no concrete decision or agreement has been reached and that discussions remain at an early stage. EDION said any decisions taken at its upcoming board meeting on this matter will be promptly disclosed, underscoring a cautious and incremental approach to potential consolidation. The key point is that this is still only a possibility, not a finalized integration, so expectations around store networks, costs, or product offerings remain speculative at this stage. A clear risk is that prolonged talks without a conclusion, or a final decision not to proceed, could shift how the market views EDION’s longer-term positioning in Japan’s electronics retail sector.
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.
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.