View Future GrowthAppliedLtd 과거 순이익 실적과거 기준 점검 5/6AppliedLtd은 연평균 9.1%의 비율로 수입이 증가해 온 반면, Specialty Retail 산업은 수입이 9.1% 증가했습니다. 매출은 연평균 3.9%의 비율로 증가했습니다. AppliedLtd의 자기자본이익률은 16.4%이고 순이익률은 4.7%입니다.핵심 정보9.06%순이익 성장률8.89%주당순이익(EPS) 성장률Specialty Retail 산업 성장률11.17%매출 성장률3.92%자기자본이익률16.37%순이익률4.72%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥839 (vs JP¥654 in FY 2025)Full year 2026 results: EPS: JP¥839 (up from JP¥654 in FY 2025). Revenue: JP¥48.0b (up 1.5% from FY 2025). Net income: JP¥2.27b (up 28% from FY 2025). Profit margin: 4.7% (up from 3.7% in FY 2025). Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥211 (vs JP¥165 in 3Q 2025)Third quarter 2026 results: EPS: JP¥211 (up from JP¥165 in 3Q 2025). Revenue: JP¥13.6b (up 2.3% from 3Q 2025). Net income: JP¥569.0m (up 28% from 3Q 2025). Profit margin: 4.2% (up from 3.4% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥237 (vs JP¥130 in 2Q 2025)Second quarter 2026 results: EPS: JP¥237 (up from JP¥130 in 2Q 2025). Revenue: JP¥11.4b (up 12% from 2Q 2025). Net income: JP¥640.0m (up 82% from 2Q 2025). Profit margin: 5.6% (up from 3.4% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥147 (vs JP¥119 in 1Q 2025)First quarter 2026 results: EPS: JP¥147 (up from JP¥119 in 1Q 2025). Revenue: JP¥9.71b (down 1.3% from 1Q 2025). Net income: JP¥396.0m (up 23% from 1Q 2025). Profit margin: 4.1% (up from 3.3% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.분석 기사 • Jul 05We Think AppliedLtd's (TSE:3020) Profit Is Only A Baseline For What They Can AchieveThe subdued stock price reaction suggests that Applied Co.,Ltd.'s ( TSE:3020 ) strong earnings didn't offer any...공시 • Jun 04+ 2 more updatesApplied Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Applied Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025모든 업데이트 보기Recent updatesReported Earnings • May 18Full year 2026 earnings released: EPS: JP¥839 (vs JP¥654 in FY 2025)Full year 2026 results: EPS: JP¥839 (up from JP¥654 in FY 2025). Revenue: JP¥48.0b (up 1.5% from FY 2025). Net income: JP¥2.27b (up 28% from FY 2025). Profit margin: 4.7% (up from 3.7% in FY 2025). Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.공시 • May 14Applied Co.,Ltd., Annual General Meeting, Jun 19, 2026Applied Co.,Ltd., Annual General Meeting, Jun 19, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥211 (vs JP¥165 in 3Q 2025)Third quarter 2026 results: EPS: JP¥211 (up from JP¥165 in 3Q 2025). Revenue: JP¥13.6b (up 2.3% from 3Q 2025). Net income: JP¥569.0m (up 28% from 3Q 2025). Profit margin: 4.2% (up from 3.4% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,670, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 174% over the past three years.분석 기사 • Dec 08AppliedLtd (TSE:3020) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥237 (vs JP¥130 in 2Q 2025)Second quarter 2026 results: EPS: JP¥237 (up from JP¥130 in 2Q 2025). Revenue: JP¥11.4b (up 12% from 2Q 2025). Net income: JP¥640.0m (up 82% from 2Q 2025). Profit margin: 5.6% (up from 3.4% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥147 (vs JP¥119 in 1Q 2025)First quarter 2026 results: EPS: JP¥147 (up from JP¥119 in 1Q 2025). Revenue: JP¥9.71b (down 1.3% from 1Q 2025). Net income: JP¥396.0m (up 23% from 1Q 2025). Profit margin: 4.1% (up from 3.3% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.분석 기사 • Aug 07AppliedLtd (TSE:3020) Has A Rock Solid Balance SheetTSE:3020 1 Year Share Price vs Fair Value Explore AppliedLtd's Fair Values from the Community and select yours David...분석 기사 • Jul 05We Think AppliedLtd's (TSE:3020) Profit Is Only A Baseline For What They Can AchieveThe subdued stock price reaction suggests that Applied Co.,Ltd.'s ( TSE:3020 ) strong earnings didn't offer any...공시 • Jun 04+ 2 more updatesApplied Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Applied Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥654 (vs JP¥448 in FY 2024)Full year 2025 results: EPS: JP¥654 (up from JP¥448 in FY 2024). Revenue: JP¥47.3b (up 10% from FY 2024). Net income: JP¥1.77b (up 46% from FY 2024). Profit margin: 3.7% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.공시 • May 14Applied Co.,Ltd., Annual General Meeting, Jun 26, 2025Applied Co.,Ltd., Annual General Meeting, Jun 26, 2025.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,150, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 52% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).공시 • Feb 28Applied Co.,Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Applied Co.,Ltd. announced that they will report fiscal year 2025 results on May 14, 2025Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥165 (vs JP¥149 in 3Q 2024)Third quarter 2025 results: EPS: JP¥165 (up from JP¥149 in 3Q 2024). Revenue: JP¥13.3b (up 21% from 3Q 2024). Net income: JP¥446.0m (up 11% from 3Q 2024). Profit margin: 3.4% (down from 3.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.분석 기사 • Nov 26AppliedLtd (TSE:3020) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereApplied Co.,Ltd.'s ( TSE:3020 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).분석 기사 • Aug 06There's No Escaping Applied Co.,Ltd.'s (TSE:3020) Muted EarningsApplied Co.,Ltd.'s ( TSE:3020 ) price-to-earnings (or "P/E") ratio of 5x might make it look like a strong buy right now...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥2,235, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 6.9% over the past three years.공시 • Jun 15+ 2 more updatesApplied Co.,Ltd. to Report Q3, 2025 Results on Feb 14, 2025Applied Co.,Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025분석 기사 • May 22AppliedLtd (TSE:3020) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereApplied Co.,Ltd.'s ( TSE:3020 ) solid earnings announcement recently didn't do much to the stock price. We did some...공시 • May 16Applied Co.,Ltd., Annual General Meeting, Jun 27, 2024Applied Co.,Ltd., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).공시 • Mar 02Applied Co.,Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Applied Co.,Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥149 (vs JP¥130 in 3Q 2023)Third quarter 2024 results: EPS: JP¥149 (up from JP¥130 in 3Q 2023). Revenue: JP¥11.0b (up 6.8% from 3Q 2023). Net income: JP¥402.0m (up 14% from 3Q 2023). Profit margin: 3.7% (up from 3.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.공시 • Dec 28Applied Co.,Ltd. to Report Q3, 2024 Results on Feb 14, 2024Applied Co.,Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥103 (vs JP¥76.95 in 2Q 2023)Second quarter 2024 results: EPS: JP¥103 (up from JP¥76.95 in 2Q 2023). Revenue: JP¥10.1b (up 22% from 2Q 2023). Net income: JP¥279.0m (up 34% from 2Q 2023). Profit margin: 2.8% (up from 2.5% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.공시 • Oct 14Applied Co.,Ltd. to Report Q2, 2024 Results on Nov 14, 2023Applied Co.,Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 14First quarter 2024 earnings released: EPS: JP¥91.01 (vs JP¥42.17 in 1Q 2023)First quarter 2024 results: EPS: JP¥91.01 (up from JP¥42.17 in 1Q 2023). Revenue: JP¥9.45b (up 17% from 1Q 2023). Net income: JP¥246.0m (up 116% from 1Q 2023). Profit margin: 2.6% (up from 1.4% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥406 (vs JP¥549 in FY 2022)Full year 2023 results: EPS: JP¥406 (down from JP¥549 in FY 2022). Revenue: JP¥38.6b (down 12% from FY 2022). Net income: JP¥1.10b (down 26% from FY 2022). Profit margin: 2.8% (down from 3.4% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.공시 • May 14Applied Co.,Ltd., Annual General Meeting, Jun 29, 2023Applied Co.,Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 16% 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 (1.5%).Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥130 (vs JP¥150 in 3Q 2022)Third quarter 2023 results: EPS: JP¥130 (down from JP¥150 in 3Q 2022). Revenue: JP¥10.3b (down 6.9% from 3Q 2022). Net income: JP¥351.0m (down 13% from 3Q 2022). Profit margin: 3.4% (down from 3.7% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥76.95 (vs JP¥125 in 2Q 2022)Second quarter 2023 results: EPS: JP¥76.95 (down from JP¥125 in 2Q 2022). Revenue: JP¥8.33b (down 22% from 2Q 2022). Net income: JP¥208.0m (down 39% from 2Q 2022). Profit margin: 2.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. No independent directors (7 non-independent directors). Managing Director, Manager of Overall Special Machinery Sales Department and Director Shinya Honoki was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).공시 • Sep 05+ 1 more updateApplied Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Applied Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥42.17 (vs JP¥127 in 1Q 2022)First quarter 2023 results: EPS: JP¥42.17 (down from JP¥127 in 1Q 2022). Revenue: JP¥8.10b (down 10% from 1Q 2022). Net income: JP¥114.0m (down 67% from 1Q 2022). Profit margin: 1.4% (down from 3.8% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥549 (vs JP¥583 in FY 2021)Full year 2022 results: EPS: JP¥549 (down from JP¥583 in FY 2021). Revenue: JP¥44.0b (up 11% from FY 2021). Net income: JP¥1.49b (down 3.6% from FY 2021). Profit margin: 3.4% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 15Applied Co., Ltd., Annual General Meeting, Jun 29, 2022Applied Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (6 non-independent directors). Managing Director, Manager of Overall Special Machinery Sales Department and Director Shinya Honoki was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Apr 07Applied Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Applied Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,565, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 72% over the past three years.Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥150 (up from JP¥86.92 in 3Q 2021). Revenue: JP¥11.0b (flat on 3Q 2021). Net income: JP¥405.0m (up 72% from 3Q 2021). Profit margin: 3.7% (up from 2.1% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,310, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 132% over the past three years.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥125 (vs JP¥118 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥10.6b (up 9.4% from 2Q 2021). Net income: JP¥339.0m (up 9.7% from 2Q 2021). Profit margin: 3.2% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥127 (vs JP¥182 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥9.01b (up 5.1% from 1Q 2021). Net income: JP¥343.0m (down 26% from 1Q 2021). Profit margin: 3.8% (down from 5.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,060, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 90% over the past three years.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥583 (vs JP¥444 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥39.7b (up 23% from FY 2020). Net income: JP¥1.54b (up 36% from FY 2020). Profit margin: 3.9% (up from 3.5% 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 whereas the company’s share price has increased by 16% per year.분석 기사 • Apr 30Does AppliedLtd (TYO:3020) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).분석 기사 • Mar 07Returns On Capital - An Important Metric For AppliedLtd (TYO:3020)What are the early trends we should look for to identify a stock that could multiply in value over the long term...공시 • Mar 04Applied Co.,Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Applied Co.,Ltd. announced that they will report fiscal year 2021 results on May 14, 2021Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥86.92 (vs JP¥153 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥11.1b (up 41% from 3Q 2020). Net income: JP¥235.0m (down 40% from 3Q 2020). Profit margin: 2.1% (down from 5.0% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.분석 기사 • Feb 04Why Applied Co.,Ltd. (TYO:3020) Should Be In Your Dividend PortfolioIs Applied Co.,Ltd. ( TYO:3020 ) a good dividend stock? How can we tell? Dividend paying companies with growing...분석 기사 • Jan 20We Think AppliedLtd (TYO:3020) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Jan 15New 90-day low: JP¥2,936The company is down 41% from its price of JP¥4,985 on 16 October 2020. The Japanese market is up 15% 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 • Jan 05AppliedLtd (TYO:3020) Has Gifted Shareholders With A Fantastic 141% Total Return On Their InvestmentApplied Co.,Ltd. ( TYO:3020 ) shareholders might understandably be very concerned that the share price has dropped 45...Is New 90 Day High Low • Dec 28New 90-day low: JP¥2,950The company is down 42% from its price of JP¥5,050 on 29 September 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 10.0% over the same period.분석 기사 • Dec 21Applied Co., Ltd.'s (TYO:3020) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?With its stock down 27% over the past three months, it is easy to disregard Applied (TYO:3020). However, stock prices...Is New 90 Day High Low • Dec 07New 90-day low: JP¥3,330The company is down 15% from its price of JP¥3,940 on 08 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 06Does Applied (TYO:3020) Have The DNA Of A Multi-Bagger?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Nov 21Applied's (TYO:3020) Earnings Are Growing But Is There More To The Story?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...Valuation Update With 7 Day Price Move • Nov 20Market pulls back on stock over the past weekAfter last week's 18% share price decline to JP¥3,465, the stock is trading at a trailing P/E ratio of 6.1x, down from the previous P/E ratio of 7.5x. This compares to an average P/E of 12x in the Specialty Retail industry in Japan. Total returns to shareholders over the past three years are 131%.Is New 90 Day High Low • Nov 17New 90-day low: JP¥3,540The company is down 17% from its price of JP¥4,260 on 19 August 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 16% over the same period.Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥118The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: JP¥9.71b (up 14% from 2Q 2020). Net income: JP¥309.0m (down 2.2% from 2Q 2020). Profit margin: 3.2% (down from 3.7% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Sep 25New 90-day high: JP¥4,820The company is up 11% from its price of JP¥4,355 on 26 June 2020. The Japanese market is up 3.0% 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.Upcoming Dividend • Sep 22Upcoming Dividend of JP¥15.00 Per ShareWill be paid on the 9th of December to those who are registered shareholders by the 29th of September. The trailing yield of 0.9% is below the top quartile of Japanese dividend payers (3.1%), and is lower than industry peers (1.3%).공시 • Jul 31Applied Co., Ltd. announced that it has received ¥3.32958 million in funding from Daiwa Securities Co., Ltd., Investment ArmOn July 27, 2020, Applied Co., Ltd. (JASDAQ:3020) closed the transaction.공시 • Jul 10Applied Co., Ltd. announced that it expects to receive ¥3.32958 million in funding from Daiwa Securities Co., Ltd., Investment ArmApplied Co., Ltd. (JASDAQ:3020) announced a private placement of 1,578 stock acquisition rights at a price of ¥2,110 per stock acquisition right for gross proceeds of ¥3,329,580 on July 9, 2020. The stock acquisition rights are exercisable into 157,800 shares which is equal to 100 shares per stock acquisition right at an initial exercise price of ¥4,415 per share. The transaction will include participation from Daiwa Securities Co., Ltd., Investment Arm through third-party allotment. The transaction has been approved by the board of directors of the company.매출 및 비용 세부 내역AppliedLtd가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:3020 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 2648,0102,2687,728031 Dec 2548,6382,2537,617030 Sep 2548,3362,1307,534030 Jun 2547,1621,8417,440031 Mar 2547,2881,7677,397031 Dec 2445,6121,4027,350030 Sep 2443,3261,3587,272030 Jun 2443,2111,2867,371031 Mar 2442,8191,2107,368031 Dec 2342,4661,3527,255030 Sep 2341,7631,3017,225030 Jun 2339,9541,2307,007031 Mar 2338,6061,0986,888031 Dec 2239,9871,0716,873030 Sep 2240,7491,1256,758030 Jun 2243,0451,2566,666031 Mar 2243,9561,4856,560031 Dec 2140,9831,6196,538030 Sep 2141,0181,4496,858030 Jun 2140,1061,4197,039031 Mar 2139,6701,5407,146031 Dec 2038,0411,2947,139030 Sep 2034,8391,4496,890030 Jun 2033,6361,4566,711031 Mar 2032,2141,1306,664031 Dec 1932,0131,3756,540030 Sep 1932,0501,2466,515030 Jun 1930,8041,1206,451031 Mar 1930,3001,1366,367031 Dec 1829,6729406,236030 Sep 1829,9218926,133030 Jun 1830,3048016,017031 Mar 1830,7978386,017031 Dec 1730,6566226,013030 Sep 1729,9696295,988030 Jun 1729,6826506,002031 Mar 1730,2376685,885031 Dec 1631,1167135,930030 Sep 1630,9696735,841030 Jun 1629,7537395,691031 Mar 1629,0026575,631031 Dec 1528,5185125,511030 Sep 1528,2514135,518030 Jun 1527,6811685,4860양질의 수익: 3020는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 3020의 현재 순 이익률 (4.7%)은 지난해 (3.7%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 3020의 수익은 지난 5년 동안 연평균 9.1% 증가했습니다.성장 가속화: 지난 1년간 3020 의 수익 증가율(28.4%)은 연간 평균(9.1%)을 초과합니다.수익 대 산업: 3020의 지난 1년 수익 증가율(28.4%)은 Specialty Retail 업계의 6.7%를 상회했습니다.자기자본이익률높은 ROE: 3020의 자본 수익률(16.4%)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 분석2026/05/27 22:16종가2026/05/27 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 소스Applied Co.,Ltd.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥839 (vs JP¥654 in FY 2025)Full year 2026 results: EPS: JP¥839 (up from JP¥654 in FY 2025). Revenue: JP¥48.0b (up 1.5% from FY 2025). Net income: JP¥2.27b (up 28% from FY 2025). Profit margin: 4.7% (up from 3.7% in FY 2025). Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.
Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥211 (vs JP¥165 in 3Q 2025)Third quarter 2026 results: EPS: JP¥211 (up from JP¥165 in 3Q 2025). Revenue: JP¥13.6b (up 2.3% from 3Q 2025). Net income: JP¥569.0m (up 28% from 3Q 2025). Profit margin: 4.2% (up from 3.4% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥237 (vs JP¥130 in 2Q 2025)Second quarter 2026 results: EPS: JP¥237 (up from JP¥130 in 2Q 2025). Revenue: JP¥11.4b (up 12% from 2Q 2025). Net income: JP¥640.0m (up 82% from 2Q 2025). Profit margin: 5.6% (up from 3.4% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥147 (vs JP¥119 in 1Q 2025)First quarter 2026 results: EPS: JP¥147 (up from JP¥119 in 1Q 2025). Revenue: JP¥9.71b (down 1.3% from 1Q 2025). Net income: JP¥396.0m (up 23% from 1Q 2025). Profit margin: 4.1% (up from 3.3% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.
분석 기사 • Jul 05We Think AppliedLtd's (TSE:3020) Profit Is Only A Baseline For What They Can AchieveThe subdued stock price reaction suggests that Applied Co.,Ltd.'s ( TSE:3020 ) strong earnings didn't offer any...
공시 • Jun 04+ 2 more updatesApplied Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Applied Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥839 (vs JP¥654 in FY 2025)Full year 2026 results: EPS: JP¥839 (up from JP¥654 in FY 2025). Revenue: JP¥48.0b (up 1.5% from FY 2025). Net income: JP¥2.27b (up 28% from FY 2025). Profit margin: 4.7% (up from 3.7% in FY 2025). Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.
공시 • May 14Applied Co.,Ltd., Annual General Meeting, Jun 19, 2026Applied Co.,Ltd., Annual General Meeting, Jun 19, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥211 (vs JP¥165 in 3Q 2025)Third quarter 2026 results: EPS: JP¥211 (up from JP¥165 in 3Q 2025). Revenue: JP¥13.6b (up 2.3% from 3Q 2025). Net income: JP¥569.0m (up 28% from 3Q 2025). Profit margin: 4.2% (up from 3.4% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥4,670, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 174% over the past three years.
분석 기사 • Dec 08AppliedLtd (TSE:3020) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥237 (vs JP¥130 in 2Q 2025)Second quarter 2026 results: EPS: JP¥237 (up from JP¥130 in 2Q 2025). Revenue: JP¥11.4b (up 12% from 2Q 2025). Net income: JP¥640.0m (up 82% from 2Q 2025). Profit margin: 5.6% (up from 3.4% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥147 (vs JP¥119 in 1Q 2025)First quarter 2026 results: EPS: JP¥147 (up from JP¥119 in 1Q 2025). Revenue: JP¥9.71b (down 1.3% from 1Q 2025). Net income: JP¥396.0m (up 23% from 1Q 2025). Profit margin: 4.1% (up from 3.3% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 16% per year.
분석 기사 • Aug 07AppliedLtd (TSE:3020) Has A Rock Solid Balance SheetTSE:3020 1 Year Share Price vs Fair Value Explore AppliedLtd's Fair Values from the Community and select yours David...
분석 기사 • Jul 05We Think AppliedLtd's (TSE:3020) Profit Is Only A Baseline For What They Can AchieveThe subdued stock price reaction suggests that Applied Co.,Ltd.'s ( TSE:3020 ) strong earnings didn't offer any...
공시 • Jun 04+ 2 more updatesApplied Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Applied Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥654 (vs JP¥448 in FY 2024)Full year 2025 results: EPS: JP¥654 (up from JP¥448 in FY 2024). Revenue: JP¥47.3b (up 10% from FY 2024). Net income: JP¥1.77b (up 46% from FY 2024). Profit margin: 3.7% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
공시 • May 14Applied Co.,Ltd., Annual General Meeting, Jun 26, 2025Applied Co.,Ltd., Annual General Meeting, Jun 26, 2025.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥3,150, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 52% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
공시 • Feb 28Applied Co.,Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Applied Co.,Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥165 (vs JP¥149 in 3Q 2024)Third quarter 2025 results: EPS: JP¥165 (up from JP¥149 in 3Q 2024). Revenue: JP¥13.3b (up 21% from 3Q 2024). Net income: JP¥446.0m (up 11% from 3Q 2024). Profit margin: 3.4% (down from 3.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
분석 기사 • Nov 26AppliedLtd (TSE:3020) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereApplied Co.,Ltd.'s ( TSE:3020 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
분석 기사 • Aug 06There's No Escaping Applied Co.,Ltd.'s (TSE:3020) Muted EarningsApplied Co.,Ltd.'s ( TSE:3020 ) price-to-earnings (or "P/E") ratio of 5x might make it look like a strong buy right now...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥2,235, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 6.9% over the past three years.
공시 • Jun 15+ 2 more updatesApplied Co.,Ltd. to Report Q3, 2025 Results on Feb 14, 2025Applied Co.,Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
분석 기사 • May 22AppliedLtd (TSE:3020) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereApplied Co.,Ltd.'s ( TSE:3020 ) solid earnings announcement recently didn't do much to the stock price. We did some...
공시 • May 16Applied Co.,Ltd., Annual General Meeting, Jun 27, 2024Applied Co.,Ltd., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
공시 • Mar 02Applied Co.,Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Applied Co.,Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥149 (vs JP¥130 in 3Q 2023)Third quarter 2024 results: EPS: JP¥149 (up from JP¥130 in 3Q 2023). Revenue: JP¥11.0b (up 6.8% from 3Q 2023). Net income: JP¥402.0m (up 14% from 3Q 2023). Profit margin: 3.7% (up from 3.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.
공시 • Dec 28Applied Co.,Ltd. to Report Q3, 2024 Results on Feb 14, 2024Applied Co.,Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥103 (vs JP¥76.95 in 2Q 2023)Second quarter 2024 results: EPS: JP¥103 (up from JP¥76.95 in 2Q 2023). Revenue: JP¥10.1b (up 22% from 2Q 2023). Net income: JP¥279.0m (up 34% from 2Q 2023). Profit margin: 2.8% (up from 2.5% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.
공시 • Oct 14Applied Co.,Ltd. to Report Q2, 2024 Results on Nov 14, 2023Applied Co.,Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 14First quarter 2024 earnings released: EPS: JP¥91.01 (vs JP¥42.17 in 1Q 2023)First quarter 2024 results: EPS: JP¥91.01 (up from JP¥42.17 in 1Q 2023). Revenue: JP¥9.45b (up 17% from 1Q 2023). Net income: JP¥246.0m (up 116% from 1Q 2023). Profit margin: 2.6% (up from 1.4% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥406 (vs JP¥549 in FY 2022)Full year 2023 results: EPS: JP¥406 (down from JP¥549 in FY 2022). Revenue: JP¥38.6b (down 12% from FY 2022). Net income: JP¥1.10b (down 26% from FY 2022). Profit margin: 2.8% (down from 3.4% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.
공시 • May 14Applied Co.,Ltd., Annual General Meeting, Jun 29, 2023Applied Co.,Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 16% 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 (1.5%).
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥130 (vs JP¥150 in 3Q 2022)Third quarter 2023 results: EPS: JP¥130 (down from JP¥150 in 3Q 2022). Revenue: JP¥10.3b (down 6.9% from 3Q 2022). Net income: JP¥351.0m (down 13% from 3Q 2022). Profit margin: 3.4% (down from 3.7% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥76.95 (vs JP¥125 in 2Q 2022)Second quarter 2023 results: EPS: JP¥76.95 (down from JP¥125 in 2Q 2022). Revenue: JP¥8.33b (down 22% from 2Q 2022). Net income: JP¥208.0m (down 39% from 2Q 2022). Profit margin: 2.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. No independent directors (7 non-independent directors). Managing Director, Manager of Overall Special Machinery Sales Department and Director Shinya Honoki was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
공시 • Sep 05+ 1 more updateApplied Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Applied Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥42.17 (vs JP¥127 in 1Q 2022)First quarter 2023 results: EPS: JP¥42.17 (down from JP¥127 in 1Q 2022). Revenue: JP¥8.10b (down 10% from 1Q 2022). Net income: JP¥114.0m (down 67% from 1Q 2022). Profit margin: 1.4% (down from 3.8% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥549 (vs JP¥583 in FY 2021)Full year 2022 results: EPS: JP¥549 (down from JP¥583 in FY 2021). Revenue: JP¥44.0b (up 11% from FY 2021). Net income: JP¥1.49b (down 3.6% from FY 2021). Profit margin: 3.4% (down from 3.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 15Applied Co., Ltd., Annual General Meeting, Jun 29, 2022Applied Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (6 non-independent directors). Managing Director, Manager of Overall Special Machinery Sales Department and Director Shinya Honoki was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Apr 07Applied Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Applied Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,565, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 72% over the past three years.
Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥150 (up from JP¥86.92 in 3Q 2021). Revenue: JP¥11.0b (flat on 3Q 2021). Net income: JP¥405.0m (up 72% from 3Q 2021). Profit margin: 3.7% (up from 2.1% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,310, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 132% over the past three years.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥125 (vs JP¥118 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥10.6b (up 9.4% from 2Q 2021). Net income: JP¥339.0m (up 9.7% from 2Q 2021). Profit margin: 3.2% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥127 (vs JP¥182 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥9.01b (up 5.1% from 1Q 2021). Net income: JP¥343.0m (down 26% from 1Q 2021). Profit margin: 3.8% (down from 5.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,060, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 90% over the past three years.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥583 (vs JP¥444 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥39.7b (up 23% from FY 2020). Net income: JP¥1.54b (up 36% from FY 2020). Profit margin: 3.9% (up from 3.5% 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 whereas the company’s share price has increased by 16% per year.
분석 기사 • Apr 30Does AppliedLtd (TYO:3020) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
분석 기사 • Mar 07Returns On Capital - An Important Metric For AppliedLtd (TYO:3020)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
공시 • Mar 04Applied Co.,Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Applied Co.,Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥86.92 (vs JP¥153 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥11.1b (up 41% from 3Q 2020). Net income: JP¥235.0m (down 40% from 3Q 2020). Profit margin: 2.1% (down from 5.0% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.
분석 기사 • Feb 04Why Applied Co.,Ltd. (TYO:3020) Should Be In Your Dividend PortfolioIs Applied Co.,Ltd. ( TYO:3020 ) a good dividend stock? How can we tell? Dividend paying companies with growing...
분석 기사 • Jan 20We Think AppliedLtd (TYO:3020) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Jan 15New 90-day low: JP¥2,936The company is down 41% from its price of JP¥4,985 on 16 October 2020. The Japanese market is up 15% 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 • Jan 05AppliedLtd (TYO:3020) Has Gifted Shareholders With A Fantastic 141% Total Return On Their InvestmentApplied Co.,Ltd. ( TYO:3020 ) shareholders might understandably be very concerned that the share price has dropped 45...
Is New 90 Day High Low • Dec 28New 90-day low: JP¥2,950The company is down 42% from its price of JP¥5,050 on 29 September 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 10.0% over the same period.
분석 기사 • Dec 21Applied Co., Ltd.'s (TYO:3020) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?With its stock down 27% over the past three months, it is easy to disregard Applied (TYO:3020). However, stock prices...
Is New 90 Day High Low • Dec 07New 90-day low: JP¥3,330The company is down 15% from its price of JP¥3,940 on 08 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 06Does Applied (TYO:3020) Have The DNA Of A Multi-Bagger?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Nov 21Applied's (TYO:3020) Earnings Are Growing But Is There More To The Story?As a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
Valuation Update With 7 Day Price Move • Nov 20Market pulls back on stock over the past weekAfter last week's 18% share price decline to JP¥3,465, the stock is trading at a trailing P/E ratio of 6.1x, down from the previous P/E ratio of 7.5x. This compares to an average P/E of 12x in the Specialty Retail industry in Japan. Total returns to shareholders over the past three years are 131%.
Is New 90 Day High Low • Nov 17New 90-day low: JP¥3,540The company is down 17% from its price of JP¥4,260 on 19 August 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 16% over the same period.
Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥118The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: JP¥9.71b (up 14% from 2Q 2020). Net income: JP¥309.0m (down 2.2% from 2Q 2020). Profit margin: 3.2% (down from 3.7% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Sep 25New 90-day high: JP¥4,820The company is up 11% from its price of JP¥4,355 on 26 June 2020. The Japanese market is up 3.0% 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.
Upcoming Dividend • Sep 22Upcoming Dividend of JP¥15.00 Per ShareWill be paid on the 9th of December to those who are registered shareholders by the 29th of September. The trailing yield of 0.9% is below the top quartile of Japanese dividend payers (3.1%), and is lower than industry peers (1.3%).
공시 • Jul 31Applied Co., Ltd. announced that it has received ¥3.32958 million in funding from Daiwa Securities Co., Ltd., Investment ArmOn July 27, 2020, Applied Co., Ltd. (JASDAQ:3020) closed the transaction.
공시 • Jul 10Applied Co., Ltd. announced that it expects to receive ¥3.32958 million in funding from Daiwa Securities Co., Ltd., Investment ArmApplied Co., Ltd. (JASDAQ:3020) announced a private placement of 1,578 stock acquisition rights at a price of ¥2,110 per stock acquisition right for gross proceeds of ¥3,329,580 on July 9, 2020. The stock acquisition rights are exercisable into 157,800 shares which is equal to 100 shares per stock acquisition right at an initial exercise price of ¥4,415 per share. The transaction will include participation from Daiwa Securities Co., Ltd., Investment Arm through third-party allotment. The transaction has been approved by the board of directors of the company.