View Future GrowthNAFCO 과거 순이익 실적과거 기준 점검 3/6NAFCO의 수입은 연평균 -51.1%의 비율로 감소해 온 반면, Specialty Retail 산업은 수입이 연평균 8.7% 증가했습니다. 매출은 연평균 5.2%의 비율로 감소해 왔습니다. NAFCO의 자기자본이익률은 0.1%이고 순이익률은 0.1%입니다.핵심 정보-51.07%순이익 성장률-50.53%주당순이익(EPS) 성장률Specialty Retail 산업 성장률11.17%매출 성장률-5.16%자기자본이익률0.15%순이익률0.13%다음 순이익 업데이트07 Aug 2026최근 과거 실적 업데이트공시 • Jun 03NAFCO Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026NAFCO Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026분석 기사 • May 18NAFCO (TSE:2790) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from NAFCO Co., Ltd. ( TSE:2790 ) despite the...Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥9.07 (vs JP¥6.92 in FY 2025)Full year 2026 results: EPS: JP¥9.07 (up from JP¥6.92 in FY 2025). Revenue: JP¥175.3b (down 3.6% from FY 2025). Net income: JP¥223.0m (up 22% from FY 2025). Profit margin: 0.1% (in line with FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥28.11 (vs JP¥29.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.11 (down from JP¥29.20 in 3Q 2025). Revenue: JP¥46.2b (down 2.1% from 3Q 2025). Net income: JP¥691.0m (down 12% from 3Q 2025). Profit margin: 1.5% (down from 1.7% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.공시 • Dec 13NAFCO Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026NAFCO Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026분석 기사 • Nov 16NAFCO's (TSE:2790) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern NAFCO Co., Ltd.'s ( TSE:2790 ) shareholders over the last week. Our analysis...모든 업데이트 보기Recent updates공시 • Jun 03NAFCO Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026NAFCO Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026분석 기사 • May 18NAFCO (TSE:2790) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from NAFCO Co., Ltd. ( TSE:2790 ) despite the...Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥9.07 (vs JP¥6.92 in FY 2025)Full year 2026 results: EPS: JP¥9.07 (up from JP¥6.92 in FY 2025). Revenue: JP¥175.3b (down 3.6% from FY 2025). Net income: JP¥223.0m (up 22% from FY 2025). Profit margin: 0.1% (in line with FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.공시 • May 08+ 1 more updateNAFCO Co., Ltd., Annual General Meeting, Jun 25, 2026NAFCO Co., Ltd., Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Trailing yield: 2.6%. 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¥28.11 (vs JP¥29.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.11 (down from JP¥29.20 in 3Q 2025). Revenue: JP¥46.2b (down 2.1% from 3Q 2025). Net income: JP¥691.0m (down 12% from 3Q 2025). Profit margin: 1.5% (down from 1.7% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.공시 • Dec 13NAFCO Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026NAFCO Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026Declared Dividend • Dec 02First half dividend of JP¥29.00 announcedDividend of JP¥29.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.분석 기사 • Nov 16NAFCO's (TSE:2790) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern NAFCO Co., Ltd.'s ( TSE:2790 ) shareholders over the last week. Our analysis...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥1.91 (vs JP¥23.04 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥1.91 (up from JP¥23.04 loss in 2Q 2025). Revenue: JP¥43.9b (down 8.4% from 2Q 2025). Net income: JP¥47.0m (up JP¥664.0m from 2Q 2025). Profit margin: 0.1% (up from net loss in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.공시 • Sep 23NAFCO Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025NAFCO Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥31.16 (vs JP¥35.96 in 1Q 2025)First quarter 2026 results: EPS: JP¥31.16 (down from JP¥35.96 in 1Q 2025). Revenue: JP¥47.1b (down 3.3% from 1Q 2025). Net income: JP¥766.0m (down 21% from 1Q 2025). Profit margin: 1.6% (down from 2.0% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedDividend of JP¥29.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.공시 • Jun 03NAFCO Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025NAFCO Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025분석 기사 • May 16There May Be Reason For Hope In NAFCO's (TSE:2790) Disappointing EarningsInvestors were disappointed with the weak earnings posted by NAFCO Co., Ltd. ( TSE:2790 ). However, our analysis...Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥6.92 (vs JP¥110 in FY 2024)Full year 2025 results: EPS: JP¥6.92 (down from JP¥110 in FY 2024). Revenue: JP¥181.9b (down 5.5% from FY 2024). Net income: JP¥183.0m (down 94% from FY 2024). Profit margin: 0.1% (down from 1.6% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.공시 • May 09NAFCO Co., Ltd., Annual General Meeting, Jun 26, 2025NAFCO Co., Ltd., Annual General Meeting, Jun 26, 2025.Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 2.6% to JP¥1,841. The fair value is estimated to be JP¥1,528, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 54%.공시 • Mar 22NAFCO Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025NAFCO Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).Buy Or Sell Opportunity • Feb 27Now 21% overvaluedOver the last 90 days, the stock has fallen 6.6% to JP¥1,828. The fair value is estimated to be JP¥1,508, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 54%.공시 • Feb 16NAFCO Co., Ltd. (TSE:2790) announces an Equity Buyback for 2,200,000 shares, representing 8.22% for ¥4,061.2 million.NAFCO Co., Ltd. (TSE:2790) announces a share repurchase program. Under the program, the company will repurchase up to 2,200,000 shares, representing 8.22% of its issued share capital (excluding treasury stock), for a total purchase price of ¥4,061.20 million. The shares will be repurchased at a price of ¥1,846 per share. The purpose of the program is to carry out a flexible capital policy in response to changes in the business environment and as part of shareholder returns. As of February 14, 2025, the company has 26,776,377 issued shares (excluding treasury stock) and 3,008,023 treasury shares.Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥29.20 (vs JP¥36.73 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.20 (down from JP¥36.73 in 3Q 2024). Revenue: JP¥47.2b (down 7.7% from 3Q 2024). Net income: JP¥782.0m (down 26% from 3Q 2024). Profit margin: 1.7% (down from 2.1% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Dec 03NAFCO Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025NAFCO Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025분석 기사 • Nov 03NAFCO's (TSE:2790) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by NAFCO Co., Ltd. ( TSE:2790 ). Despite the soft profit...Reported Earnings • Oct 26Second quarter 2025 earnings released: JP¥23.04 loss per share (vs JP¥30.39 profit in 2Q 2024)Second quarter 2025 results: JP¥23.04 loss per share (down from JP¥30.39 profit in 2Q 2024). Revenue: JP¥47.9b (down 2.9% from 2Q 2024). Net loss: JP¥617.0m (down 171% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. The average dividend yield among industry peers is 1.4%.공시 • Aug 30NAFCO Co., Ltd. to Report Q2, 2025 Results on Oct 25, 2024NAFCO Co., Ltd. announced that they will report Q2, 2025 results on Oct 25, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥35.96 (vs JP¥56.68 in 1Q 2024)First quarter 2025 results: EPS: JP¥35.96 (down from JP¥56.68 in 1Q 2024). Revenue: JP¥48.7b (down 6.0% from 1Q 2024). Net income: JP¥963.0m (down 41% from 1Q 2024). Profit margin: 2.0% (down from 3.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.공시 • Jun 26NAFCO Co., Ltd. to Report Q1, 2025 Results on Jul 26, 2024NAFCO Co., Ltd. announced that they will report Q1, 2025 results on Jul 26, 2024분석 기사 • May 03NAFCO's (TSE:2790) Conservative Accounting Might Explain Soft EarningsThe market for NAFCO Co., Ltd.'s ( TSE:2790 ) shares didn't move much after it posted weak earnings recently. We think...Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥110 (vs JP¥197 in FY 2023)Full year 2024 results: EPS: JP¥110 (down from JP¥197 in FY 2023). Revenue: JP¥192.4b (down 5.0% from FY 2023). Net income: JP¥3.11b (down 45% from FY 2023). Profit margin: 1.6% (down from 2.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.공시 • Apr 29NAFCO Co., Ltd., Annual General Meeting, Jun 27, 2024NAFCO Co., Ltd., Annual General Meeting, Jun 27, 2024.공시 • Apr 28+ 2 more updatesNAFCO Co., Ltd. Announces Dividend for the Year Ended March 2024, Payable on June 28, 2024NAFCO Co., Ltd. announced dividend of JPY 29.00 for the year ended March 2024 against JPY 28.00 per share paid an year ago. Dividend is payable on June 28, 2024.Upcoming Dividend • Mar 21Inaugural dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. This is the first dividend for NAFCO since going public. The average dividend yield among industry peers is 1.3%.공시 • Mar 07NAFCO Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024NAFCO Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024Reported Earnings • Jan 27Third quarter 2024 earnings released: EPS: JP¥36.73 (vs JP¥64.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥36.73 (down from JP¥64.53 in 3Q 2023). Revenue: JP¥51.2b (down 6.6% from 3Q 2023). Net income: JP¥1.05b (down 43% from 3Q 2023). Profit margin: 2.1% (down from 3.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Jan 27Nafco Co., Ltd. Provides Year End Dividend Guidance for the Year Ending March 2024NAFCO Co., Ltd. provides Dividend Guidance for the Year Ending March 2024. For the year, the company expects to pay year end dividend of JPY 29.00 per share compared to JPY 28.00 per share paid a year ago.Buy Or Sell Opportunity • Jan 26Now 20% undervaluedOver the last 90 days, the stock has risen 15% to JP¥2,126. The fair value is estimated to be JP¥2,661, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 30%.공시 • Nov 29NAFCO Co., Ltd. to Report Q3, 2024 Results on Jan 26, 2024NAFCO Co., Ltd. announced that they will report Q3, 2024 results on Jan 26, 2024Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥30.39 (vs JP¥50.31 in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.39 (down from JP¥50.31 in 2Q 2023). Revenue: JP¥49.4b (down 2.7% from 2Q 2023). Net income: JP¥868.0m (down 40% from 2Q 2023). Profit margin: 1.8% (down from 2.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • Oct 29NAFCO Co., Ltd. Provides Earnings Guidance for the Full Year Ending March 31, 2024NAFCO Co., Ltd. provided earnings guidance for the full year ending March 31, 2024. For the year ending March 2024, the company expects net sales of JPY 200,000 million and operating profit of JPY 7,000 million, profit of JPY 4,120 million and basic earnings per share of JPY 144.24.공시 • Sep 23NAFCO Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023NAFCO Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023Upcoming Dividend • Sep 21Inaugural dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. This is the first dividend for NAFCO since going public. The average dividend yield among industry peers is 1.4%.New Risk • Jul 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 3.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥56.68 (vs JP¥96.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥56.68 (down from JP¥96.84 in 1Q 2023). Revenue: JP¥51.8b (down 4.1% from 1Q 2023). Net income: JP¥1.62b (down 42% from 1Q 2023). Profit margin: 3.1% (down from 5.1% 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 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • Jun 01NAFCO Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023NAFCO Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥197 (vs JP¥279 in FY 2022)Full year 2023 results: EPS: JP¥197 (down from JP¥279 in FY 2022). Revenue: JP¥202.6b (down 2.0% from FY 2022). Net income: JP¥5.64b (down 29% from FY 2022). Profit margin: 2.8% (down from 3.8% in FY 2022). 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 16% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.5%.Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: JP¥64.52 (vs JP¥95.02 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.52 (down from JP¥95.02 in 3Q 2022). Revenue: JP¥54.8b (up 1.2% from 3Q 2022). Net income: JP¥1.84b (down 32% from 3Q 2022). Profit margin: 3.4% (down from 5.0% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 6% per year.공시 • Jan 28+ 1 more updateNAFCO Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023NAFCO Co., Ltd. provided dividend guidance for the Fiscal Year Ending March 31, 2023. For the year, the company expects dividend of JPY 28.00 per share against JPY 28.00 per share a year ago.공시 • Dec 07NAFCO Co., Ltd. to Report Q3, 2023 Results on Jan 27, 2023NAFCO Co., Ltd. announced that they will report Q3, 2023 results on Jan 27, 2023Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥50.31 (vs JP¥60.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥50.31 (down from JP¥60.01 in 2Q 2022). Revenue: JP¥50.8b (down 2.0% from 2Q 2022). Net income: JP¥1.44b (down 16% from 2Q 2022). Profit margin: 2.8% (down from 3.3% in 2Q 2022). The decrease in margin was driven by lower revenue. 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 7% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. The company last paid an ordinary dividend in November 2011. The average dividend yield among industry peers is 1.5%.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥96.84 (vs JP¥98.63 in 1Q 2022)First quarter 2023 results: EPS: JP¥96.84 (down from JP¥98.63 in 1Q 2022). Revenue: JP¥54.0b (down 4.0% from 1Q 2022). Net income: JP¥2.77b (down 1.8% from 1Q 2022). Profit margin: 5.1% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥279 (vs JP¥409 in FY 2021)Full year 2022 results: EPS: JP¥279 (down from JP¥409 in FY 2021). Revenue: JP¥206.9b (down 12% from FY 2021). Net income: JP¥7.96b (down 32% from FY 2021). Profit margin: 3.8% (down from 5.0% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥95.02 (down from JP¥109 in 3Q 2021). Revenue: JP¥54.1b (down 9.9% from 3Q 2021). Net income: JP¥2.71b (down 12% from 3Q 2021). Profit margin: 5.0% (down from 5.2% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Oct 24Second quarter 2022 earnings released: EPS JP¥60.01 (vs JP¥131 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥51.8b (down 16% from 2Q 2021). Net income: JP¥1.71b (down 54% from 2Q 2021). Profit margin: 3.3% (down from 6.1% 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 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Reported Earnings • Jul 23First quarter 2022 earnings released: EPS JP¥98.63 (vs JP¥165 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥56.3b (down 14% from 1Q 2021). Net income: JP¥2.82b (down 40% from 1Q 2021). Profit margin: 5.0% (down from 7.2% 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 43% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥409 (vs JP¥173 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥234.6b (up 7.7% from FY 2020). Net income: JP¥11.7b (up 137% from FY 2020). Profit margin: 5.0% (up from 2.3% 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 43% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 12Here's Why NAFCO (TYO:2790) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Mar 23Inaugural dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.1%.Is New 90 Day High Low • Mar 10New 90-day high: JP¥2,138The company is up 3.0% from its price of JP¥2,072 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 4.0% over the same period.분석 기사 • Mar 08What Do The Returns At NAFCO (TYO:2790) Mean Going Forward?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...분석 기사 • Feb 18Here's Why I Think NAFCO (TYO:2790) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥109 (vs JP¥53.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥60.0b (up 8.5% from 3Q 2020). Net income: JP¥3.10b (up 102% from 3Q 2020). Profit margin: 5.2% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.분석 기사 • Jan 31The NAFCO (TYO:2790) Share Price Has Gained 41% And Shareholders Are Hoping For MoreIt hasn't been the best quarter for NAFCO Co., Ltd. ( TYO:2790 ) shareholders, since the share price has fallen 14% in...분석 기사 • Jan 12These 4 Measures Indicate That NAFCO (TYO:2790) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Is New 90 Day High Low • Dec 22New 90-day low: JP¥2,007The company is down 19% from its price of JP¥2,468 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 12% over the same period.분석 기사 • Dec 20Do Institutions Own NAFCO Co., Ltd. (TYO:2790) Shares?A look at the shareholders of NAFCO Co., Ltd. ( TYO:2790 ) can tell us which group is most powerful. Generally...공시 • Dec 05NAFCO Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021NAFCO Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021Is New 90 Day High Low • Dec 04New 90-day low: JP¥2,105The company is down 8.0% from its price of JP¥2,288 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period.분석 기사 • Dec 03Here’s What’s Happening With Returns At NAFCO (TYO:2790)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Reported Earnings • Nov 10Second quarter 2021 earnings released: EPS JP¥131The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥61.7b (up 7.6% from 2Q 2020). Net income: JP¥3.74b (up 188% from 2Q 2020). Profit margin: 6.1% (up from 2.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 02Second quarter 2021 earnings released: EPS JP¥131The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥61.7b (up 7.6% from 2Q 2020). Net income: JP¥3.74b (up 188% from 2Q 2020). Profit margin: 6.1% (up from 2.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming Dividend of JP¥20.00 Per ShareWill be paid on the 6th of December to those who are registered shareholders by the 29th of September. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.3%.Is New 90 Day High Low • Sep 18New 90-day high: JP¥2,375The company is up 77% from its price of JP¥1,339 on 19 June 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 3.0% over the same period.공시 • Sep 04NAFCO Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020NAFCO Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020매출 및 비용 세부 내역NAFCO가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:2790 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 26175,27222358,534031 Dec 25175,23855952,579030 Sep 25176,20665052,994030 Jun 25180,224-1454,067031 Mar 25181,85018354,475031 Dec 24183,91269955,255030 Sep 24187,87396655,352030 Jun 24189,3222,45154,570031 Mar 24192,4473,10754,303031 Dec 23195,4173,12954,373030 Sep 23199,0343,92354,929030 Jun 23200,4104,49255,032031 Mar 23202,6425,63954,842031 Dec 22204,2336,76254,511030 Sep 22203,5607,63353,620030 Jun 22204,6047,91053,679031 Mar 22206,8777,96154,145031 Dec 21209,9177,36955,818030 Sep 21215,8487,75456,900030 Jun 21225,7569,78356,807031 Mar 21234,57811,68856,643031 Dec 20233,66211,68955,133030 Sep 20228,94110,12655,181030 Jun 20224,5777,68156,292031 Mar 20217,7534,94157,261031 Dec 19219,3384,98655,522030 Sep 19223,6555,24456,070030 Jun 19222,6784,88455,933031 Mar 19223,2464,51855,968031 Dec 18223,1133,79655,966030 Sep 18223,4443,78855,987030 Jun 18223,5554,03356,355031 Mar 18225,5114,38056,710031 Dec 17227,4294,60556,831030 Sep 17229,1634,86457,282030 Jun 17230,1024,83957,515031 Mar 17231,0404,35857,764031 Dec 16231,3034,75958,635030 Sep 16231,7604,65259,115030 Jun 16232,3134,77459,128031 Mar 16229,9085,20358,998031 Dec 15227,2674,77958,357030 Sep 15225,0924,67557,9900양질의 수익: 2790는 ¥780.0M 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: 2790의 현재 순 이익률 (0.1%)은 지난해 (0.1%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 2790의 수익은 지난 5년 동안 연평균 51.1% 감소했습니다.성장 가속화: 지난 1년간 2790 의 수익 증가율(21.9%)은 연간 평균(-51.1%)을 초과합니다.수익 대 산업: 2790의 지난 1년 수익 증가율(21.9%)은 Specialty Retail 업계의 6.7%를 상회했습니다.자기자본이익률높은 ROE: 2790의 자본 수익률(0.1%)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 분석2026/06/30 20:11종가2026/06/30 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스NAFCO Co., Ltd.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Fumihiko ShimizuDaiwa Securities Co. Ltd.
공시 • Jun 03NAFCO Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026NAFCO Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
분석 기사 • May 18NAFCO (TSE:2790) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from NAFCO Co., Ltd. ( TSE:2790 ) despite the...
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥9.07 (vs JP¥6.92 in FY 2025)Full year 2026 results: EPS: JP¥9.07 (up from JP¥6.92 in FY 2025). Revenue: JP¥175.3b (down 3.6% from FY 2025). Net income: JP¥223.0m (up 22% from FY 2025). Profit margin: 0.1% (in line with FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥28.11 (vs JP¥29.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.11 (down from JP¥29.20 in 3Q 2025). Revenue: JP¥46.2b (down 2.1% from 3Q 2025). Net income: JP¥691.0m (down 12% from 3Q 2025). Profit margin: 1.5% (down from 1.7% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
공시 • Dec 13NAFCO Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026NAFCO Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
분석 기사 • Nov 16NAFCO's (TSE:2790) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern NAFCO Co., Ltd.'s ( TSE:2790 ) shareholders over the last week. Our analysis...
공시 • Jun 03NAFCO Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026NAFCO Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
분석 기사 • May 18NAFCO (TSE:2790) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by last week's earnings announcement from NAFCO Co., Ltd. ( TSE:2790 ) despite the...
Reported Earnings • May 09Full year 2026 earnings released: EPS: JP¥9.07 (vs JP¥6.92 in FY 2025)Full year 2026 results: EPS: JP¥9.07 (up from JP¥6.92 in FY 2025). Revenue: JP¥175.3b (down 3.6% from FY 2025). Net income: JP¥223.0m (up 22% from FY 2025). Profit margin: 0.1% (in line with FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
공시 • May 08+ 1 more updateNAFCO Co., Ltd., Annual General Meeting, Jun 25, 2026NAFCO Co., Ltd., Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Trailing yield: 2.6%. 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¥28.11 (vs JP¥29.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥28.11 (down from JP¥29.20 in 3Q 2025). Revenue: JP¥46.2b (down 2.1% from 3Q 2025). Net income: JP¥691.0m (down 12% from 3Q 2025). Profit margin: 1.5% (down from 1.7% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
공시 • Dec 13NAFCO Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026NAFCO Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
Declared Dividend • Dec 02First half dividend of JP¥29.00 announcedDividend of JP¥29.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
분석 기사 • Nov 16NAFCO's (TSE:2790) Soft Earnings Don't Show The Whole PictureSoft earnings didn't appear to concern NAFCO Co., Ltd.'s ( TSE:2790 ) shareholders over the last week. Our analysis...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥1.91 (vs JP¥23.04 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥1.91 (up from JP¥23.04 loss in 2Q 2025). Revenue: JP¥43.9b (down 8.4% from 2Q 2025). Net income: JP¥47.0m (up JP¥664.0m from 2Q 2025). Profit margin: 0.1% (up from net loss in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
공시 • Sep 23NAFCO Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025NAFCO Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥31.16 (vs JP¥35.96 in 1Q 2025)First quarter 2026 results: EPS: JP¥31.16 (down from JP¥35.96 in 1Q 2025). Revenue: JP¥47.1b (down 3.3% from 1Q 2025). Net income: JP¥766.0m (down 21% from 1Q 2025). Profit margin: 1.6% (down from 2.0% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedDividend of JP¥29.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
공시 • Jun 03NAFCO Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025NAFCO Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
분석 기사 • May 16There May Be Reason For Hope In NAFCO's (TSE:2790) Disappointing EarningsInvestors were disappointed with the weak earnings posted by NAFCO Co., Ltd. ( TSE:2790 ). However, our analysis...
Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥6.92 (vs JP¥110 in FY 2024)Full year 2025 results: EPS: JP¥6.92 (down from JP¥110 in FY 2024). Revenue: JP¥181.9b (down 5.5% from FY 2024). Net income: JP¥183.0m (down 94% from FY 2024). Profit margin: 0.1% (down from 1.6% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
공시 • May 09NAFCO Co., Ltd., Annual General Meeting, Jun 26, 2025NAFCO Co., Ltd., Annual General Meeting, Jun 26, 2025.
Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 2.6% to JP¥1,841. The fair value is estimated to be JP¥1,528, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 54%.
공시 • Mar 22NAFCO Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025NAFCO Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
Buy Or Sell Opportunity • Feb 27Now 21% overvaluedOver the last 90 days, the stock has fallen 6.6% to JP¥1,828. The fair value is estimated to be JP¥1,508, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 54%.
공시 • Feb 16NAFCO Co., Ltd. (TSE:2790) announces an Equity Buyback for 2,200,000 shares, representing 8.22% for ¥4,061.2 million.NAFCO Co., Ltd. (TSE:2790) announces a share repurchase program. Under the program, the company will repurchase up to 2,200,000 shares, representing 8.22% of its issued share capital (excluding treasury stock), for a total purchase price of ¥4,061.20 million. The shares will be repurchased at a price of ¥1,846 per share. The purpose of the program is to carry out a flexible capital policy in response to changes in the business environment and as part of shareholder returns. As of February 14, 2025, the company has 26,776,377 issued shares (excluding treasury stock) and 3,008,023 treasury shares.
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥29.20 (vs JP¥36.73 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.20 (down from JP¥36.73 in 3Q 2024). Revenue: JP¥47.2b (down 7.7% from 3Q 2024). Net income: JP¥782.0m (down 26% from 3Q 2024). Profit margin: 1.7% (down from 2.1% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Dec 03NAFCO Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025NAFCO Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
분석 기사 • Nov 03NAFCO's (TSE:2790) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by NAFCO Co., Ltd. ( TSE:2790 ). Despite the soft profit...
Reported Earnings • Oct 26Second quarter 2025 earnings released: JP¥23.04 loss per share (vs JP¥30.39 profit in 2Q 2024)Second quarter 2025 results: JP¥23.04 loss per share (down from JP¥30.39 profit in 2Q 2024). Revenue: JP¥47.9b (down 2.9% from 2Q 2024). Net loss: JP¥617.0m (down 171% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. The average dividend yield among industry peers is 1.4%.
공시 • Aug 30NAFCO Co., Ltd. to Report Q2, 2025 Results on Oct 25, 2024NAFCO Co., Ltd. announced that they will report Q2, 2025 results on Oct 25, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥35.96 (vs JP¥56.68 in 1Q 2024)First quarter 2025 results: EPS: JP¥35.96 (down from JP¥56.68 in 1Q 2024). Revenue: JP¥48.7b (down 6.0% from 1Q 2024). Net income: JP¥963.0m (down 41% from 1Q 2024). Profit margin: 2.0% (down from 3.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
공시 • Jun 26NAFCO Co., Ltd. to Report Q1, 2025 Results on Jul 26, 2024NAFCO Co., Ltd. announced that they will report Q1, 2025 results on Jul 26, 2024
분석 기사 • May 03NAFCO's (TSE:2790) Conservative Accounting Might Explain Soft EarningsThe market for NAFCO Co., Ltd.'s ( TSE:2790 ) shares didn't move much after it posted weak earnings recently. We think...
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥110 (vs JP¥197 in FY 2023)Full year 2024 results: EPS: JP¥110 (down from JP¥197 in FY 2023). Revenue: JP¥192.4b (down 5.0% from FY 2023). Net income: JP¥3.11b (down 45% from FY 2023). Profit margin: 1.6% (down from 2.8% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
공시 • Apr 29NAFCO Co., Ltd., Annual General Meeting, Jun 27, 2024NAFCO Co., Ltd., Annual General Meeting, Jun 27, 2024.
공시 • Apr 28+ 2 more updatesNAFCO Co., Ltd. Announces Dividend for the Year Ended March 2024, Payable on June 28, 2024NAFCO Co., Ltd. announced dividend of JPY 29.00 for the year ended March 2024 against JPY 28.00 per share paid an year ago. Dividend is payable on June 28, 2024.
Upcoming Dividend • Mar 21Inaugural dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. This is the first dividend for NAFCO since going public. The average dividend yield among industry peers is 1.3%.
공시 • Mar 07NAFCO Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024NAFCO Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024
Reported Earnings • Jan 27Third quarter 2024 earnings released: EPS: JP¥36.73 (vs JP¥64.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥36.73 (down from JP¥64.53 in 3Q 2023). Revenue: JP¥51.2b (down 6.6% from 3Q 2023). Net income: JP¥1.05b (down 43% from 3Q 2023). Profit margin: 2.1% (down from 3.4% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Jan 27Nafco Co., Ltd. Provides Year End Dividend Guidance for the Year Ending March 2024NAFCO Co., Ltd. provides Dividend Guidance for the Year Ending March 2024. For the year, the company expects to pay year end dividend of JPY 29.00 per share compared to JPY 28.00 per share paid a year ago.
Buy Or Sell Opportunity • Jan 26Now 20% undervaluedOver the last 90 days, the stock has risen 15% to JP¥2,126. The fair value is estimated to be JP¥2,661, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Earnings per share has declined by 30%.
공시 • Nov 29NAFCO Co., Ltd. to Report Q3, 2024 Results on Jan 26, 2024NAFCO Co., Ltd. announced that they will report Q3, 2024 results on Jan 26, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥30.39 (vs JP¥50.31 in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.39 (down from JP¥50.31 in 2Q 2023). Revenue: JP¥49.4b (down 2.7% from 2Q 2023). Net income: JP¥868.0m (down 40% from 2Q 2023). Profit margin: 1.8% (down from 2.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • Oct 29NAFCO Co., Ltd. Provides Earnings Guidance for the Full Year Ending March 31, 2024NAFCO Co., Ltd. provided earnings guidance for the full year ending March 31, 2024. For the year ending March 2024, the company expects net sales of JPY 200,000 million and operating profit of JPY 7,000 million, profit of JPY 4,120 million and basic earnings per share of JPY 144.24.
공시 • Sep 23NAFCO Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023NAFCO Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023
Upcoming Dividend • Sep 21Inaugural dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. This is the first dividend for NAFCO since going public. The average dividend yield among industry peers is 1.4%.
New Risk • Jul 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 3.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥56.68 (vs JP¥96.84 in 1Q 2023)First quarter 2024 results: EPS: JP¥56.68 (down from JP¥96.84 in 1Q 2023). Revenue: JP¥51.8b (down 4.1% from 1Q 2023). Net income: JP¥1.62b (down 42% from 1Q 2023). Profit margin: 3.1% (down from 5.1% 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 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • Jun 01NAFCO Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023NAFCO Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥197 (vs JP¥279 in FY 2022)Full year 2023 results: EPS: JP¥197 (down from JP¥279 in FY 2022). Revenue: JP¥202.6b (down 2.0% from FY 2022). Net income: JP¥5.64b (down 29% from FY 2022). Profit margin: 2.8% (down from 3.8% in FY 2022). 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 16% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.5%.
Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: JP¥64.52 (vs JP¥95.02 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.52 (down from JP¥95.02 in 3Q 2022). Revenue: JP¥54.8b (up 1.2% from 3Q 2022). Net income: JP¥1.84b (down 32% from 3Q 2022). Profit margin: 3.4% (down from 5.0% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 6% per year.
공시 • Jan 28+ 1 more updateNAFCO Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023NAFCO Co., Ltd. provided dividend guidance for the Fiscal Year Ending March 31, 2023. For the year, the company expects dividend of JPY 28.00 per share against JPY 28.00 per share a year ago.
공시 • Dec 07NAFCO Co., Ltd. to Report Q3, 2023 Results on Jan 27, 2023NAFCO Co., Ltd. announced that they will report Q3, 2023 results on Jan 27, 2023
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥50.31 (vs JP¥60.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥50.31 (down from JP¥60.01 in 2Q 2022). Revenue: JP¥50.8b (down 2.0% from 2Q 2022). Net income: JP¥1.44b (down 16% from 2Q 2022). Profit margin: 2.8% (down from 3.3% in 2Q 2022). The decrease in margin was driven by lower revenue. 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 7% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. The company last paid an ordinary dividend in November 2011. The average dividend yield among industry peers is 1.5%.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥96.84 (vs JP¥98.63 in 1Q 2022)First quarter 2023 results: EPS: JP¥96.84 (down from JP¥98.63 in 1Q 2022). Revenue: JP¥54.0b (down 4.0% from 1Q 2022). Net income: JP¥2.77b (down 1.8% from 1Q 2022). Profit margin: 5.1% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥279 (vs JP¥409 in FY 2021)Full year 2022 results: EPS: JP¥279 (down from JP¥409 in FY 2021). Revenue: JP¥206.9b (down 12% from FY 2021). Net income: JP¥7.96b (down 32% from FY 2021). Profit margin: 3.8% (down from 5.0% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥95.02 (down from JP¥109 in 3Q 2021). Revenue: JP¥54.1b (down 9.9% from 3Q 2021). Net income: JP¥2.71b (down 12% from 3Q 2021). Profit margin: 5.0% (down from 5.2% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Oct 24Second quarter 2022 earnings released: EPS JP¥60.01 (vs JP¥131 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥51.8b (down 16% from 2Q 2021). Net income: JP¥1.71b (down 54% from 2Q 2021). Profit margin: 3.3% (down from 6.1% 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 37% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Jul 23First quarter 2022 earnings released: EPS JP¥98.63 (vs JP¥165 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥56.3b (down 14% from 1Q 2021). Net income: JP¥2.82b (down 40% from 1Q 2021). Profit margin: 5.0% (down from 7.2% 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 43% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥409 (vs JP¥173 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥234.6b (up 7.7% from FY 2020). Net income: JP¥11.7b (up 137% from FY 2020). Profit margin: 5.0% (up from 2.3% 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 43% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 12Here's Why NAFCO (TYO:2790) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Mar 23Inaugural dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.1%.
Is New 90 Day High Low • Mar 10New 90-day high: JP¥2,138The company is up 3.0% from its price of JP¥2,072 on 10 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 4.0% over the same period.
분석 기사 • Mar 08What Do The Returns At NAFCO (TYO:2790) Mean Going Forward?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
분석 기사 • Feb 18Here's Why I Think NAFCO (TYO:2790) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥109 (vs JP¥53.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥60.0b (up 8.5% from 3Q 2020). Net income: JP¥3.10b (up 102% from 3Q 2020). Profit margin: 5.2% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jan 31The NAFCO (TYO:2790) Share Price Has Gained 41% And Shareholders Are Hoping For MoreIt hasn't been the best quarter for NAFCO Co., Ltd. ( TYO:2790 ) shareholders, since the share price has fallen 14% in...
분석 기사 • Jan 12These 4 Measures Indicate That NAFCO (TYO:2790) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Is New 90 Day High Low • Dec 22New 90-day low: JP¥2,007The company is down 19% from its price of JP¥2,468 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 12% over the same period.
분석 기사 • Dec 20Do Institutions Own NAFCO Co., Ltd. (TYO:2790) Shares?A look at the shareholders of NAFCO Co., Ltd. ( TYO:2790 ) can tell us which group is most powerful. Generally...
공시 • Dec 05NAFCO Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021NAFCO Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021
Is New 90 Day High Low • Dec 04New 90-day low: JP¥2,105The company is down 8.0% from its price of JP¥2,288 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period.
분석 기사 • Dec 03Here’s What’s Happening With Returns At NAFCO (TYO:2790)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Reported Earnings • Nov 10Second quarter 2021 earnings released: EPS JP¥131The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥61.7b (up 7.6% from 2Q 2020). Net income: JP¥3.74b (up 188% from 2Q 2020). Profit margin: 6.1% (up from 2.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 02Second quarter 2021 earnings released: EPS JP¥131The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥61.7b (up 7.6% from 2Q 2020). Net income: JP¥3.74b (up 188% from 2Q 2020). Profit margin: 6.1% (up from 2.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming Dividend of JP¥20.00 Per ShareWill be paid on the 6th of December to those who are registered shareholders by the 29th of September. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.3%.
Is New 90 Day High Low • Sep 18New 90-day high: JP¥2,375The company is up 77% from its price of JP¥1,339 on 19 June 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 3.0% over the same period.
공시 • Sep 04NAFCO Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020NAFCO Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020