View Future GrowthBic Camera 과거 순이익 실적과거 기준 점검 4/6Bic Camera은 연평균 25.8%의 비율로 수입이 증가해 온 반면, Specialty Retail 산업은 수입이 9.1% 증가했습니다. 매출은 연평균 4.5%의 비율로 증가했습니다. Bic Camera의 자기자본이익률은 10.2%이고 순이익률은 2%입니다.핵심 정보25.76%순이익 성장률26.46%주당순이익(EPS) 성장률Specialty Retail 산업 성장률11.17%매출 성장률4.49%자기자본이익률10.20%순이익률1.95%다음 순이익 업데이트14 Jul 2026최근 과거 실적 업데이트공시 • May 11Bic Camera Inc. to Report Q3, 2026 Results on Jul 14, 2026Bic Camera Inc. announced that they will report Q3, 2026 results on Jul 14, 2026Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥38.70 (vs JP¥36.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.70 (up from JP¥36.21 in 2Q 2025). Revenue: JP¥269.7b (up 5.6% from 2Q 2025). Net income: JP¥6.63b (up 6.9% from 2Q 2025). Profit margin: 2.5% (up from 2.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • Apr 03Bic Camera Inc. to Report Q2, 2026 Results on Apr 10, 2026Bic Camera Inc. announced that they will report Q2, 2026 results on Apr 10, 2026Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.11 (vs JP¥16.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.11 (up from JP¥16.39 in 1Q 2025). Revenue: JP¥238.7b (up 6.5% from 1Q 2025). Net income: JP¥4.47b (up 59% from 1Q 2025). Profit margin: 1.9% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Nov 07Bic Camera Inc. to Report Q1, 2026 Results on Jan 14, 2026Bic Camera Inc. announced that they will report Q1, 2026 results on Jan 14, 2026Reported Earnings • Oct 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥102 (up from JP¥81.25 in FY 2024). Revenue: JP¥974.5b (up 5.6% from FY 2024). Net income: JP¥17.5b (up 26% from FY 2024). Profit margin: 1.8% (up from 1.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updatesDeclared Dividend • May 19First half dividend of JP¥23.00 announcedDividend of JP¥23.00 is the same as last year. Ex-date: 28th August 2026 Payment date: 24th November 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 11Bic Camera Inc. to Report Q3, 2026 Results on Jul 14, 2026Bic Camera Inc. announced that they will report Q3, 2026 results on Jul 14, 2026Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥38.70 (vs JP¥36.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.70 (up from JP¥36.21 in 2Q 2025). Revenue: JP¥269.7b (up 5.6% from 2Q 2025). Net income: JP¥6.63b (up 6.9% from 2Q 2025). Profit margin: 2.5% (up from 2.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 10Now 22% undervaluedOver the last 90 days, the stock has risen 3.7% to JP¥1,768. The fair value is estimated to be JP¥2,262, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.공시 • Apr 03Bic Camera Inc. to Report Q2, 2026 Results on Apr 10, 2026Bic Camera Inc. announced that they will report Q2, 2026 results on Apr 10, 2026Buy Or Sell Opportunity • Mar 03Now 21% undervaluedOver the last 90 days, the stock has risen 12% to JP¥1,736. The fair value is estimated to be JP¥2,202, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.11 (vs JP¥16.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.11 (up from JP¥16.39 in 1Q 2025). Revenue: JP¥238.7b (up 6.5% from 1Q 2025). Net income: JP¥4.47b (up 59% from 1Q 2025). Profit margin: 1.9% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.분석 기사 • Dec 25Bic Camera (TSE:3048) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...분석 기사 • Dec 11Bic Camera (TSE:3048) Is Due To Pay A Dividend Of ¥20.00Bic Camera Inc.'s ( TSE:3048 ) investors are due to receive a payment of ¥20.00 per share on 19th of May. This will...Declared Dividend • Dec 11Final dividend increased to JP¥20.00Dividend of JP¥20.00 is 11% higher than last year. Ex-date: 26th February 2026 Payment date: 19th May 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 07Bic Camera Inc. to Report Q1, 2026 Results on Jan 14, 2026Bic Camera Inc. announced that they will report Q1, 2026 results on Jan 14, 2026Reported Earnings • Oct 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥102 (up from JP¥81.25 in FY 2024). Revenue: JP¥974.5b (up 5.6% from FY 2024). Net income: JP¥17.5b (up 26% from FY 2024). Profit margin: 1.8% (up from 1.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Oct 10+ 3 more updatesBic Camera Inc., Annual General Meeting, Nov 20, 2025Bic Camera Inc., Annual General Meeting, Nov 20, 2025.분석 기사 • Oct 01Pinning Down Bic Camera Inc.'s (TSE:3048) P/E Is Difficult Right NowThere wouldn't be many who think Bic Camera Inc.'s ( TSE:3048 ) price-to-earnings (or "P/E") ratio of 14.7x is worth a...분석 기사 • Sep 06Bic Camera's (TSE:3048) Returns On Capital Are Heading HigherThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Upcoming Dividend • Aug 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).공시 • Aug 09Bic Camera Inc. to Report Fiscal Year 2025 Results on Oct 10, 2025Bic Camera Inc. announced that they will report fiscal year 2025 results on Oct 10, 2025분석 기사 • Jul 28Is Bic Camera (TSE:3048) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Jul 13Third quarter 2025 earnings released: EPS: JP¥35.81 (vs JP¥29.21 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.81 (up from JP¥29.21 in 3Q 2024). Revenue: JP¥250.4b (up 4.3% from 3Q 2024). Net income: JP¥6.13b (up 23% from 3Q 2024). Profit margin: 2.4% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 08Is Bic Camera Inc. (TSE:3048) Trading At A 33% Discount?Key Insights Bic Camera's estimated fair value is JP¥2,528 based on 2 Stage Free Cash Flow to Equity Bic Camera's...분석 기사 • Jun 20Bic Camera Inc.'s (TSE:3048) Share Price Not Quite Adding UpWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Bic...Declared Dividend • May 20First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 28th August 2025 Payment date: 25th November 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 09Bic Camera Inc. to Report Q3, 2025 Results on Jul 11, 2025Bic Camera Inc. announced that they will report Q3, 2025 results on Jul 11, 2025분석 기사 • Apr 28Bic Camera (TSE:3048) Is Doing The Right Things To Multiply Its Share PriceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Apr 12Second quarter 2025 earnings released: EPS: JP¥36.21 (vs JP¥24.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.21 (up from JP¥24.78 in 2Q 2024). Revenue: JP¥255.3b (up 7.7% from 2Q 2024). Net income: JP¥6.20b (up 46% from 2Q 2024). Profit margin: 2.4% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Apr 11+ 2 more updatesBic Camera Inc. Revises Consolidated Earnings Guidance for Full Fiscal Year Ending August 31, 2025Bic Camera Inc. revised consolidated earnings guidance for full fiscal year ending August 31, 2025. For the full fiscal, the company expects net sales of JPY 968,000 million, operating profit of JPY 31,000 million, profit attributable to owners of parent of JPY 17,000 million or JPY 99.29 per share against previously forecasted of net sales of 952,000 million, operating profit of JPY 26,500 million, profit attributable to owners of parent of JPY 15,200 million or JPY 88.79 per share. Reason for the difference and revision: For the first six months of the current fiscal year, net sales exceeded initial forecasts, mainly due to the strong performance of the mobile phone sales agency business. On the profit side, in addition to the aforementioned increase in earnings, efforts to control overall SG&A expenses resulted in all profits exceeding initial forecasts. For the full-year consolidated earnings forecasts for the year ending August 31, 2025, the company have revised upward the previously announced forecasts for net sales and each profit, taking into account the factors for the first six months of the current fiscal year.분석 기사 • Mar 27Here's Why We Think Bic Camera (TSE:3048) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Mar 13We Think Bic Camera (TSE:3048) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Feb 20Bic Camera (TSE:3048) Is Due To Pay A Dividend Of ¥16.00The board of Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of...공시 • Feb 20Bic Camera Inc. to Report Q2, 2025 Results on Apr 11, 2025Bic Camera Inc. announced that they will report Q2, 2025 results on Apr 11, 2025Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 19 May 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).Major Estimate Revision • Feb 06Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥76.04 to JP¥88.93. Revenue forecast steady at JP¥946.3b. Net income forecast to grow 0.4% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,490 to JP¥1,700. Share price was steady at JP¥1,684 over the past week.Price Target Changed • Feb 05Price target increased by 15% to JP¥1,700Up from JP¥1,477, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,634. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥88.93 for next year compared to JP¥81.25 last year.분석 기사 • Jan 17Bic Camera (TSE:3048) Has Announced A Dividend Of ¥16.00The board of Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend on the 19th of May, with investors...Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥16.39 (vs JP¥7.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.39 (up from JP¥7.67 in 1Q 2024). Revenue: JP¥224.2b (up 6.5% from 1Q 2024). Net income: JP¥2.81b (up 114% from 1Q 2024). Profit margin: 1.3% (up from 0.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.분석 기사 • Jan 03Bic Camera's (TSE:3048) Dividend Will Be ¥16.00Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of May. This...분석 기사 • Dec 19Bic Camera's (TSE:3048) Dividend Will Be ¥16.00Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of May. This...Declared Dividend • Dec 19Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 27th February 2025 Payment date: 19th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 22Bic Camera Inc. to Report Q1, 2025 Results on Jan 14, 2025Bic Camera Inc. announced that they will report Q1, 2025 results on Jan 14, 2025분석 기사 • Nov 18Estimating The Fair Value Of Bic Camera Inc. (TSE:3048)Key Insights The projected fair value for Bic Camera is JP¥1,875 based on 2 Stage Free Cash Flow to Equity Current...New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change).분석 기사 • Oct 20The Strong Earnings Posted By Bic Camera (TSE:3048) Are A Good Indication Of The Strength Of The BusinessBic Camera Inc.'s ( TSE:3048 ) strong earnings report was rewarded with a positive stock price move. We did some...Reported Earnings • Oct 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥81.25 (up from JP¥17.15 in FY 2023). Revenue: JP¥922.6b (up 13% from FY 2023). Net income: JP¥13.9b (up 374% from FY 2023). Profit margin: 1.5% (up from 0.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 11Bic Camera Inc., Annual General Meeting, Nov 21, 2024Bic Camera Inc., Annual General Meeting, Nov 21, 2024.분석 기사 • Sep 27Does Bic Camera (TSE:3048) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Sep 09Bic Camera Inc.'s (TSE:3048) P/E Is On The MarkWith a price-to-earnings (or "P/E") ratio of 30.2x Bic Camera Inc. ( TSE:3048 ) may be sending very bearish signals at...분석 기사 • Aug 24Bic Camera's (TSE:3048) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Bic Camera Inc. ( TSE:3048 ) has announced that it will be paying its dividend of ¥15.00 on the 25th of...Upcoming Dividend • Aug 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 25 November 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.5%).Price Target Changed • Aug 20Price target increased by 8.6% to JP¥1,477Up from JP¥1,360, the current price target is an average from 3 analysts. New target price is 13% below last closing price of JP¥1,699. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥59.95 for next year compared to JP¥17.15 last year.Major Estimate Revision • Aug 20Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥905.9b to JP¥917.1b. EPS estimate increased from JP¥49.40 to JP¥59.95 per share. Net income forecast to grow 27% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,360 to JP¥1,477. Share price rose 6.1% to JP¥1,699 over the past week.분석 기사 • Aug 10Bic Camera (TSE:3048) Is Paying Out A Larger Dividend Than Last YearBic Camera Inc.'s ( TSE:3048 ) dividend will be increasing from last year's payment of the same period to ¥15.00 on...공시 • Aug 09Bic Camera Inc. to Report Fiscal Year 2024 Results on Oct 11, 2024Bic Camera Inc. announced that they will report fiscal year 2024 results at 12:00 PM, Tokyo Standard Time on Oct 11, 2024Buy Or Sell Opportunity • Jul 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥1,770. The fair value is estimated to be JP¥1,456, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Reported Earnings • Jul 15Third quarter 2024 earnings released: EPS: JP¥29.21 (vs JP¥2.41 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.21 (up from JP¥2.41 in 3Q 2023). Revenue: JP¥240.2b (up 17% from 3Q 2023). Net income: JP¥5.00b (up JP¥4.59b from 3Q 2023). Profit margin: 2.1% (up from 0.2% in 3Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Major Estimate Revision • Jul 13Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥904.2b to JP¥914.4b. EPS estimate increased from JP¥48.51 to JP¥56.20 per share. Net income forecast to grow 129% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,323 to JP¥1,360. Share price rose 6.0% to JP¥1,578 over the past week.분석 기사 • Jul 12Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) will increase its dividend from last year's comparable payment on the 25th of November to...공시 • Jul 12+ 1 more updateBic Camera Inc. Announces Cash Dividend for the Second Quarter-End of Fiscal Year ending August 31, 2024 and Revises Cash Dividend Guidance Fiscal Year Ending August 31, 2024Bic Camera Inc. expects to pay cash dividend of JPY 9.00 per share for the second quarter-end of fiscal year ending August 31, 2024 compared to JPY 5.00 per share paid a year ago. For the fiscal year ending August 31, 2024, the company now expects to pay year-end cash dividend of JPY 15.00 per share compared to JPY 10.00 per share paid a year ago.분석 기사 • Jun 26We Think Bic Camera (TSE:3048) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Jun 21Price target increased by 7.0% to JP¥1,323Up from JP¥1,237, the current price target is an average from 3 analysts. New target price is 12% below last closing price of JP¥1,509. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥48.51 for next year compared to JP¥17.15 last year.분석 기사 • May 21Bic Camera (TSE:3048) Is Paying Out A Larger Dividend Than Last YearThe board of Bic Camera Inc. ( TSE:3048 ) has announced that it will be paying its dividend of ¥12.00 on the 25th of...공시 • May 20Bic Camera Inc. to Report Q3, 2024 Results on Jul 12, 2024Bic Camera Inc. announced that they will report Q3, 2024 results on Jul 12, 2024분석 기사 • Apr 29Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) has announced that it will be increasing its dividend from last year's comparable payment...분석 기사 • Apr 19Investors Can Find Comfort In Bic Camera's (TSE:3048) Earnings QualityBic Camera Inc.'s ( TSE:3048 ) stock was strong despite it releasing a soft earnings report last week. We think that...분석 기사 • Apr 16Earnings Tell The Story For Bic Camera Inc. (TSE:3048) As Its Stock Soars 28%The Bic Camera Inc. ( TSE:3048 ) share price has done very well over the last month, posting an excellent gain of 28...분석 기사 • Apr 15Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) will increase its dividend from last year's comparable payment on the 25th of November to...Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥24.78 (vs JP¥20.80 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.78 (up from JP¥20.80 in 2Q 2023). Revenue: JP¥237.0b (up 10.0% from 2Q 2023). Net income: JP¥4.24b (up 19% from 2Q 2023). Profit margin: 1.8% (in line with 2Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.분석 기사 • Feb 27Bic Camera (TSE:3048) Will Pay A Dividend Of ¥9.00Bic Camera Inc.'s ( TSE:3048 ) investors are due to receive a payment of ¥9.00 per share on 20th of May. The payment...Upcoming Dividend • Feb 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).공시 • Feb 11Bic Camera Inc. to Report Q2, 2024 Results on Apr 12, 2024Bic Camera Inc. announced that they will report Q2, 2024 results on Apr 12, 2024Reported Earnings • Jan 14First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥7.67 (up from JP¥3.77 in 1Q 2023). Revenue: JP¥210.5b (up 9.5% from 1Q 2023). Net income: JP¥1.31b (up 103% from 1Q 2023). Profit margin: 0.6% (up from 0.3% in 1Q 2023). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 156%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • Jan 12+ 2 more updatesBic Camera Inc. Provides Dividend Guidance for the Second Quarter Ending February 29, 2024Bic Camera Inc. provided dividend guidance for the second quarter ending February 29, 2024. For the second quarter, the company expects to pay dividend of JPY 9.00 against JPY 5.00 a year ago.Price Target Changed • Dec 23Price target increased by 12% to JP¥1,203Up from JP¥1,075, the current price target is an average from 4 analysts. New target price is 8.8% below last closing price of JP¥1,319. Stock is up 5.8% over the past year. The company is forecast to post earnings per share of JP¥46.14 for next year compared to JP¥17.15 last year.공시 • Nov 17Bic Camera Inc. to Report Q1, 2024 Results on Jan 12, 2024Bic Camera Inc. announced that they will report Q1, 2024 results on Jan 12, 2024공시 • Oct 13Bic Camera Inc., Annual General Meeting, Nov 22, 2023Bic Camera Inc., Annual General Meeting, Nov 22, 2023.Reported Earnings • Oct 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥17.15 (down from JP¥33.21 in FY 2022). Revenue: JP¥815.6b (up 2.9% from FY 2022). Net income: JP¥2.94b (down 49% from FY 2022). Profit margin: 0.4% (down from 0.7% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Oct 11Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥34.77 to JP¥24.75 per share. Revenue forecast steady at JP¥812.7b. Net income forecast to grow 257% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target broadly unchanged at JP¥1,058. Share price was steady at JP¥1,107 over the past week.Upcoming Dividend • Aug 23Upcoming dividend of JP¥10.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 20 November 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.4%).공시 • Aug 10Bic Camera Inc. to Report Fiscal Year 2023 Results on Oct 11, 2023Bic Camera Inc. announced that they will report fiscal year 2023 results on Oct 11, 2023Price Target Changed • Jul 26Price target decreased by 8.8% to JP¥1,068Down from JP¥1,170, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,063. Stock is down 7.8% over the past year. The company is forecast to post earnings per share of JP¥39.86 for next year compared to JP¥33.21 last year.Major Estimate Revision • Jul 21Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥50.68 to JP¥41.32 per share. Revenue forecast steady at JP¥818.0b. Net income forecast to grow 305% next year vs 11% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,170 to JP¥1,135. Share price was steady at JP¥1,068 over the past week.Reported Earnings • Jul 16Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥2.41 (down from JP¥19.73 in 3Q 2022). Revenue: JP¥204.8b (flat on 3Q 2022). Net income: JP¥412.0m (down 88% from 3Q 2022). Profit margin: 0.2% (down from 1.7% in 3Q 2022). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 85%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.공시 • May 17Bic Camera Inc. to Report Q3, 2023 Results on Jul 11, 2023Bic Camera Inc. announced that they will report Q3, 2023 results on Jul 11, 2023Reported Earnings • Apr 13Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥20.80. Revenue: JP¥215.5b (up 1.0% from 2Q 2022). Net income: JP¥3.56b (flat on 2Q 2022). Profit margin: 1.7% (in line with 2Q 2022). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 34%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Japan.Upcoming Dividend • Feb 20Upcoming dividend of JP¥5.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).공시 • Feb 19Bic Camera Inc. to Report Q2, 2023 Results on Apr 11, 2023Bic Camera Inc. announced that they will report Q2, 2023 results on Apr 11, 2023Reported Earnings • Jan 12First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥3.77 (down from JP¥6.87 in 1Q 2022). Revenue: JP¥192.2b (up 7.4% from 1Q 2022). Net income: JP¥645.0m (down 47% from 1Q 2022). Profit margin: 0.3% (down from 0.7% in 1Q 2022). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Jan 11+ 1 more updateBic Camera Inc. Provides Consolidated Earnings Guidance for the Six Months Ended February 28, 2023 and Year Ending August 31, 2023Bic Camera Inc. provided consolidated earnings guidance for the six months ended February 28, 2023 and year ending August 31, 2023. For the year six months, the company expected net sales of JPY 407,000 million, operating profit of JPY 6,900 million, ordinary profit of JPY 8,000 million, profit attributable to owners of parent of JPY 2,800 million or EPS to be JPY 16.36. For the year ending August 31, 2023, the company expected net sales of JPY 823,500 million, operating profit of JPY 17,300 million, ordinary profit of JPY 19,300 million, profit attributable to owners of parent of JPY 7,800 million or EPS to be JPY 45.57.공시 • Nov 19Bic Camera Inc. to Report Q1, 2023 Results on Jan 11, 2023Bic Camera Inc. announced that they will report Q1, 2023 results on Jan 11, 2023Reported Earnings • Oct 13Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥33.21 (down from JP¥49.80 in FY 2021). Revenue: JP¥792.4b (down 5.0% from FY 2021). Net income: JP¥5.77b (down 34% from FY 2021). Profit margin: 0.7% (down from 1.1% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Price Target Changed • Sep 20Price target increased to JP¥1,193Up from JP¥1,095, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,188. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥56.60 for next year compared to JP¥49.80 last year.매출 및 비용 세부 내역Bic Camera가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:3048 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비28 Feb 261,003,41019,568224,018030 Nov 25989,00119,141232,222031 Aug 25974,48317,476219,501031 May 25964,79618,491217,640028 Feb 25954,55017,360214,490030 Nov 24936,25015,401211,105031 Aug 24922,57213,908208,274031 May 24890,7538,873203,240029 Feb 24855,4314,285199,041030 Nov 23833,8913,603195,446031 Aug 23815,5602,936193,441031 May 23808,3442,222192,314028 Feb 23807,6615,200190,444030 Nov 22805,5545,201188,915031 Aug 22792,3685,765185,601031 May 22794,1358,141190,056028 Feb 22805,2097,849197,129030 Nov 21812,4827,858203,766031 Aug 21834,0608,761210,384031 May 21863,17610,353213,431028 Feb 21832,5286,278207,627030 Nov 20832,0484,713208,196031 Aug 20847,9055,450210,087031 May 20845,2416,070211,040029 Feb 20888,71210,590216,331030 Nov 19913,33114,946216,234031 Aug 19894,02114,047212,779031 May 19880,19914,709210,361028 Feb 19870,86316,732207,359030 Nov 18852,59317,075203,973031 Aug 18844,02917,122202,110031 May 18837,00117,020200,562028 Feb 18820,16415,792197,356030 Nov 17799,89513,982194,253031 Aug 17790,63913,505191,051031 May 17779,37512,548187,420028 Feb 17770,13811,080184,836030 Nov 16777,97311,440184,027031 Aug 16779,08111,985182,891031 May 16786,5359,468182,099029 Feb 16796,3629,252184,029030 Nov 15792,3357,477183,561031 Aug 15795,3686,804184,025031 May 15789,9396,805184,1580양질의 수익: 3048는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 3048의 현재 순 이익률 (2%)은 지난해 (1.8%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 3048의 수익은 지난 5년 동안 연평균 25.8%로 크게 증가했습니다.성장 가속화: 지난 1년간 3048 의 수익 증가율(12.7%)은 5년 평균(연간 25.8%)보다 낮습니다.수익 대 산업: 3048의 지난 1년 수익 증가율(12.7%)은 Specialty Retail 업계의 6.7%를 상회했습니다.자기자본이익률높은 ROE: 3048의 자본 수익률(10.2%)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 분석2026/05/21 15:16종가2026/05/21 00:00수익2026/02/28연간 수익2025/08/31데이터 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 소스Bic Camera Inc.는 11명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mayumi OginoCitigroup IncJun KawaharaDaiwa Securities Co. Ltd.Ai FurukawaMorgan Stanley8명의 분석가 더 보기
공시 • May 11Bic Camera Inc. to Report Q3, 2026 Results on Jul 14, 2026Bic Camera Inc. announced that they will report Q3, 2026 results on Jul 14, 2026
Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥38.70 (vs JP¥36.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.70 (up from JP¥36.21 in 2Q 2025). Revenue: JP¥269.7b (up 5.6% from 2Q 2025). Net income: JP¥6.63b (up 6.9% from 2Q 2025). Profit margin: 2.5% (up from 2.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • Apr 03Bic Camera Inc. to Report Q2, 2026 Results on Apr 10, 2026Bic Camera Inc. announced that they will report Q2, 2026 results on Apr 10, 2026
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.11 (vs JP¥16.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.11 (up from JP¥16.39 in 1Q 2025). Revenue: JP¥238.7b (up 6.5% from 1Q 2025). Net income: JP¥4.47b (up 59% from 1Q 2025). Profit margin: 1.9% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Nov 07Bic Camera Inc. to Report Q1, 2026 Results on Jan 14, 2026Bic Camera Inc. announced that they will report Q1, 2026 results on Jan 14, 2026
Reported Earnings • Oct 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥102 (up from JP¥81.25 in FY 2024). Revenue: JP¥974.5b (up 5.6% from FY 2024). Net income: JP¥17.5b (up 26% from FY 2024). Profit margin: 1.8% (up from 1.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 19First half dividend of JP¥23.00 announcedDividend of JP¥23.00 is the same as last year. Ex-date: 28th August 2026 Payment date: 24th November 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 11Bic Camera Inc. to Report Q3, 2026 Results on Jul 14, 2026Bic Camera Inc. announced that they will report Q3, 2026 results on Jul 14, 2026
Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥38.70 (vs JP¥36.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.70 (up from JP¥36.21 in 2Q 2025). Revenue: JP¥269.7b (up 5.6% from 2Q 2025). Net income: JP¥6.63b (up 6.9% from 2Q 2025). Profit margin: 2.5% (up from 2.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 10Now 22% undervaluedOver the last 90 days, the stock has risen 3.7% to JP¥1,768. The fair value is estimated to be JP¥2,262, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.
공시 • Apr 03Bic Camera Inc. to Report Q2, 2026 Results on Apr 10, 2026Bic Camera Inc. announced that they will report Q2, 2026 results on Apr 10, 2026
Buy Or Sell Opportunity • Mar 03Now 21% undervaluedOver the last 90 days, the stock has risen 12% to JP¥1,736. The fair value is estimated to be JP¥2,202, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.11 (vs JP¥16.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.11 (up from JP¥16.39 in 1Q 2025). Revenue: JP¥238.7b (up 6.5% from 1Q 2025). Net income: JP¥4.47b (up 59% from 1Q 2025). Profit margin: 1.9% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
분석 기사 • Dec 25Bic Camera (TSE:3048) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 • Dec 11Bic Camera (TSE:3048) Is Due To Pay A Dividend Of ¥20.00Bic Camera Inc.'s ( TSE:3048 ) investors are due to receive a payment of ¥20.00 per share on 19th of May. This will...
Declared Dividend • Dec 11Final dividend increased to JP¥20.00Dividend of JP¥20.00 is 11% higher than last year. Ex-date: 26th February 2026 Payment date: 19th May 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 07Bic Camera Inc. to Report Q1, 2026 Results on Jan 14, 2026Bic Camera Inc. announced that they will report Q1, 2026 results on Jan 14, 2026
Reported Earnings • Oct 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥102 (up from JP¥81.25 in FY 2024). Revenue: JP¥974.5b (up 5.6% from FY 2024). Net income: JP¥17.5b (up 26% from FY 2024). Profit margin: 1.8% (up from 1.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Oct 10+ 3 more updatesBic Camera Inc., Annual General Meeting, Nov 20, 2025Bic Camera Inc., Annual General Meeting, Nov 20, 2025.
분석 기사 • Oct 01Pinning Down Bic Camera Inc.'s (TSE:3048) P/E Is Difficult Right NowThere wouldn't be many who think Bic Camera Inc.'s ( TSE:3048 ) price-to-earnings (or "P/E") ratio of 14.7x is worth a...
분석 기사 • Sep 06Bic Camera's (TSE:3048) Returns On Capital Are Heading HigherThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Upcoming Dividend • Aug 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
공시 • Aug 09Bic Camera Inc. to Report Fiscal Year 2025 Results on Oct 10, 2025Bic Camera Inc. announced that they will report fiscal year 2025 results on Oct 10, 2025
분석 기사 • Jul 28Is Bic Camera (TSE:3048) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Jul 13Third quarter 2025 earnings released: EPS: JP¥35.81 (vs JP¥29.21 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.81 (up from JP¥29.21 in 3Q 2024). Revenue: JP¥250.4b (up 4.3% from 3Q 2024). Net income: JP¥6.13b (up 23% from 3Q 2024). Profit margin: 2.4% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 08Is Bic Camera Inc. (TSE:3048) Trading At A 33% Discount?Key Insights Bic Camera's estimated fair value is JP¥2,528 based on 2 Stage Free Cash Flow to Equity Bic Camera's...
분석 기사 • Jun 20Bic Camera Inc.'s (TSE:3048) Share Price Not Quite Adding UpWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Bic...
Declared Dividend • May 20First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 28th August 2025 Payment date: 25th November 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 09Bic Camera Inc. to Report Q3, 2025 Results on Jul 11, 2025Bic Camera Inc. announced that they will report Q3, 2025 results on Jul 11, 2025
분석 기사 • Apr 28Bic Camera (TSE:3048) Is Doing The Right Things To Multiply Its Share PriceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Apr 12Second quarter 2025 earnings released: EPS: JP¥36.21 (vs JP¥24.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.21 (up from JP¥24.78 in 2Q 2024). Revenue: JP¥255.3b (up 7.7% from 2Q 2024). Net income: JP¥6.20b (up 46% from 2Q 2024). Profit margin: 2.4% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Apr 11+ 2 more updatesBic Camera Inc. Revises Consolidated Earnings Guidance for Full Fiscal Year Ending August 31, 2025Bic Camera Inc. revised consolidated earnings guidance for full fiscal year ending August 31, 2025. For the full fiscal, the company expects net sales of JPY 968,000 million, operating profit of JPY 31,000 million, profit attributable to owners of parent of JPY 17,000 million or JPY 99.29 per share against previously forecasted of net sales of 952,000 million, operating profit of JPY 26,500 million, profit attributable to owners of parent of JPY 15,200 million or JPY 88.79 per share. Reason for the difference and revision: For the first six months of the current fiscal year, net sales exceeded initial forecasts, mainly due to the strong performance of the mobile phone sales agency business. On the profit side, in addition to the aforementioned increase in earnings, efforts to control overall SG&A expenses resulted in all profits exceeding initial forecasts. For the full-year consolidated earnings forecasts for the year ending August 31, 2025, the company have revised upward the previously announced forecasts for net sales and each profit, taking into account the factors for the first six months of the current fiscal year.
분석 기사 • Mar 27Here's Why We Think Bic Camera (TSE:3048) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Mar 13We Think Bic Camera (TSE:3048) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Feb 20Bic Camera (TSE:3048) Is Due To Pay A Dividend Of ¥16.00The board of Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of...
공시 • Feb 20Bic Camera Inc. to Report Q2, 2025 Results on Apr 11, 2025Bic Camera Inc. announced that they will report Q2, 2025 results on Apr 11, 2025
Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 19 May 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Major Estimate Revision • Feb 06Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥76.04 to JP¥88.93. Revenue forecast steady at JP¥946.3b. Net income forecast to grow 0.4% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,490 to JP¥1,700. Share price was steady at JP¥1,684 over the past week.
Price Target Changed • Feb 05Price target increased by 15% to JP¥1,700Up from JP¥1,477, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,634. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥88.93 for next year compared to JP¥81.25 last year.
분석 기사 • Jan 17Bic Camera (TSE:3048) Has Announced A Dividend Of ¥16.00The board of Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend on the 19th of May, with investors...
Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥16.39 (vs JP¥7.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.39 (up from JP¥7.67 in 1Q 2024). Revenue: JP¥224.2b (up 6.5% from 1Q 2024). Net income: JP¥2.81b (up 114% from 1Q 2024). Profit margin: 1.3% (up from 0.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.
분석 기사 • Jan 03Bic Camera's (TSE:3048) Dividend Will Be ¥16.00Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of May. This...
분석 기사 • Dec 19Bic Camera's (TSE:3048) Dividend Will Be ¥16.00Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of May. This...
Declared Dividend • Dec 19Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 27th February 2025 Payment date: 19th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 22Bic Camera Inc. to Report Q1, 2025 Results on Jan 14, 2025Bic Camera Inc. announced that they will report Q1, 2025 results on Jan 14, 2025
분석 기사 • Nov 18Estimating The Fair Value Of Bic Camera Inc. (TSE:3048)Key Insights The projected fair value for Bic Camera is JP¥1,875 based on 2 Stage Free Cash Flow to Equity Current...
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change).
분석 기사 • Oct 20The Strong Earnings Posted By Bic Camera (TSE:3048) Are A Good Indication Of The Strength Of The BusinessBic Camera Inc.'s ( TSE:3048 ) strong earnings report was rewarded with a positive stock price move. We did some...
Reported Earnings • Oct 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥81.25 (up from JP¥17.15 in FY 2023). Revenue: JP¥922.6b (up 13% from FY 2023). Net income: JP¥13.9b (up 374% from FY 2023). Profit margin: 1.5% (up from 0.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 11Bic Camera Inc., Annual General Meeting, Nov 21, 2024Bic Camera Inc., Annual General Meeting, Nov 21, 2024.
분석 기사 • Sep 27Does Bic Camera (TSE:3048) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Sep 09Bic Camera Inc.'s (TSE:3048) P/E Is On The MarkWith a price-to-earnings (or "P/E") ratio of 30.2x Bic Camera Inc. ( TSE:3048 ) may be sending very bearish signals at...
분석 기사 • Aug 24Bic Camera's (TSE:3048) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Bic Camera Inc. ( TSE:3048 ) has announced that it will be paying its dividend of ¥15.00 on the 25th of...
Upcoming Dividend • Aug 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 25 November 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.5%).
Price Target Changed • Aug 20Price target increased by 8.6% to JP¥1,477Up from JP¥1,360, the current price target is an average from 3 analysts. New target price is 13% below last closing price of JP¥1,699. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥59.95 for next year compared to JP¥17.15 last year.
Major Estimate Revision • Aug 20Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥905.9b to JP¥917.1b. EPS estimate increased from JP¥49.40 to JP¥59.95 per share. Net income forecast to grow 27% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,360 to JP¥1,477. Share price rose 6.1% to JP¥1,699 over the past week.
분석 기사 • Aug 10Bic Camera (TSE:3048) Is Paying Out A Larger Dividend Than Last YearBic Camera Inc.'s ( TSE:3048 ) dividend will be increasing from last year's payment of the same period to ¥15.00 on...
공시 • Aug 09Bic Camera Inc. to Report Fiscal Year 2024 Results on Oct 11, 2024Bic Camera Inc. announced that they will report fiscal year 2024 results at 12:00 PM, Tokyo Standard Time on Oct 11, 2024
Buy Or Sell Opportunity • Jul 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥1,770. The fair value is estimated to be JP¥1,456, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Reported Earnings • Jul 15Third quarter 2024 earnings released: EPS: JP¥29.21 (vs JP¥2.41 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.21 (up from JP¥2.41 in 3Q 2023). Revenue: JP¥240.2b (up 17% from 3Q 2023). Net income: JP¥5.00b (up JP¥4.59b from 3Q 2023). Profit margin: 2.1% (up from 0.2% in 3Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Major Estimate Revision • Jul 13Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥904.2b to JP¥914.4b. EPS estimate increased from JP¥48.51 to JP¥56.20 per share. Net income forecast to grow 129% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,323 to JP¥1,360. Share price rose 6.0% to JP¥1,578 over the past week.
분석 기사 • Jul 12Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) will increase its dividend from last year's comparable payment on the 25th of November to...
공시 • Jul 12+ 1 more updateBic Camera Inc. Announces Cash Dividend for the Second Quarter-End of Fiscal Year ending August 31, 2024 and Revises Cash Dividend Guidance Fiscal Year Ending August 31, 2024Bic Camera Inc. expects to pay cash dividend of JPY 9.00 per share for the second quarter-end of fiscal year ending August 31, 2024 compared to JPY 5.00 per share paid a year ago. For the fiscal year ending August 31, 2024, the company now expects to pay year-end cash dividend of JPY 15.00 per share compared to JPY 10.00 per share paid a year ago.
분석 기사 • Jun 26We Think Bic Camera (TSE:3048) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Jun 21Price target increased by 7.0% to JP¥1,323Up from JP¥1,237, the current price target is an average from 3 analysts. New target price is 12% below last closing price of JP¥1,509. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥48.51 for next year compared to JP¥17.15 last year.
분석 기사 • May 21Bic Camera (TSE:3048) Is Paying Out A Larger Dividend Than Last YearThe board of Bic Camera Inc. ( TSE:3048 ) has announced that it will be paying its dividend of ¥12.00 on the 25th of...
공시 • May 20Bic Camera Inc. to Report Q3, 2024 Results on Jul 12, 2024Bic Camera Inc. announced that they will report Q3, 2024 results on Jul 12, 2024
분석 기사 • Apr 29Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) has announced that it will be increasing its dividend from last year's comparable payment...
분석 기사 • Apr 19Investors Can Find Comfort In Bic Camera's (TSE:3048) Earnings QualityBic Camera Inc.'s ( TSE:3048 ) stock was strong despite it releasing a soft earnings report last week. We think that...
분석 기사 • Apr 16Earnings Tell The Story For Bic Camera Inc. (TSE:3048) As Its Stock Soars 28%The Bic Camera Inc. ( TSE:3048 ) share price has done very well over the last month, posting an excellent gain of 28...
분석 기사 • Apr 15Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) will increase its dividend from last year's comparable payment on the 25th of November to...
Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥24.78 (vs JP¥20.80 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.78 (up from JP¥20.80 in 2Q 2023). Revenue: JP¥237.0b (up 10.0% from 2Q 2023). Net income: JP¥4.24b (up 19% from 2Q 2023). Profit margin: 1.8% (in line with 2Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
분석 기사 • Feb 27Bic Camera (TSE:3048) Will Pay A Dividend Of ¥9.00Bic Camera Inc.'s ( TSE:3048 ) investors are due to receive a payment of ¥9.00 per share on 20th of May. The payment...
Upcoming Dividend • Feb 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).
공시 • Feb 11Bic Camera Inc. to Report Q2, 2024 Results on Apr 12, 2024Bic Camera Inc. announced that they will report Q2, 2024 results on Apr 12, 2024
Reported Earnings • Jan 14First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥7.67 (up from JP¥3.77 in 1Q 2023). Revenue: JP¥210.5b (up 9.5% from 1Q 2023). Net income: JP¥1.31b (up 103% from 1Q 2023). Profit margin: 0.6% (up from 0.3% in 1Q 2023). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 156%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • Jan 12+ 2 more updatesBic Camera Inc. Provides Dividend Guidance for the Second Quarter Ending February 29, 2024Bic Camera Inc. provided dividend guidance for the second quarter ending February 29, 2024. For the second quarter, the company expects to pay dividend of JPY 9.00 against JPY 5.00 a year ago.
Price Target Changed • Dec 23Price target increased by 12% to JP¥1,203Up from JP¥1,075, the current price target is an average from 4 analysts. New target price is 8.8% below last closing price of JP¥1,319. Stock is up 5.8% over the past year. The company is forecast to post earnings per share of JP¥46.14 for next year compared to JP¥17.15 last year.
공시 • Nov 17Bic Camera Inc. to Report Q1, 2024 Results on Jan 12, 2024Bic Camera Inc. announced that they will report Q1, 2024 results on Jan 12, 2024
공시 • Oct 13Bic Camera Inc., Annual General Meeting, Nov 22, 2023Bic Camera Inc., Annual General Meeting, Nov 22, 2023.
Reported Earnings • Oct 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥17.15 (down from JP¥33.21 in FY 2022). Revenue: JP¥815.6b (up 2.9% from FY 2022). Net income: JP¥2.94b (down 49% from FY 2022). Profit margin: 0.4% (down from 0.7% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Oct 11Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥34.77 to JP¥24.75 per share. Revenue forecast steady at JP¥812.7b. Net income forecast to grow 257% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target broadly unchanged at JP¥1,058. Share price was steady at JP¥1,107 over the past week.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥10.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 20 November 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.4%).
공시 • Aug 10Bic Camera Inc. to Report Fiscal Year 2023 Results on Oct 11, 2023Bic Camera Inc. announced that they will report fiscal year 2023 results on Oct 11, 2023
Price Target Changed • Jul 26Price target decreased by 8.8% to JP¥1,068Down from JP¥1,170, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,063. Stock is down 7.8% over the past year. The company is forecast to post earnings per share of JP¥39.86 for next year compared to JP¥33.21 last year.
Major Estimate Revision • Jul 21Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥50.68 to JP¥41.32 per share. Revenue forecast steady at JP¥818.0b. Net income forecast to grow 305% next year vs 11% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,170 to JP¥1,135. Share price was steady at JP¥1,068 over the past week.
Reported Earnings • Jul 16Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥2.41 (down from JP¥19.73 in 3Q 2022). Revenue: JP¥204.8b (flat on 3Q 2022). Net income: JP¥412.0m (down 88% from 3Q 2022). Profit margin: 0.2% (down from 1.7% in 3Q 2022). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 85%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
공시 • May 17Bic Camera Inc. to Report Q3, 2023 Results on Jul 11, 2023Bic Camera Inc. announced that they will report Q3, 2023 results on Jul 11, 2023
Reported Earnings • Apr 13Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥20.80. Revenue: JP¥215.5b (up 1.0% from 2Q 2022). Net income: JP¥3.56b (flat on 2Q 2022). Profit margin: 1.7% (in line with 2Q 2022). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 34%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Japan.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥5.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
공시 • Feb 19Bic Camera Inc. to Report Q2, 2023 Results on Apr 11, 2023Bic Camera Inc. announced that they will report Q2, 2023 results on Apr 11, 2023
Reported Earnings • Jan 12First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥3.77 (down from JP¥6.87 in 1Q 2022). Revenue: JP¥192.2b (up 7.4% from 1Q 2022). Net income: JP¥645.0m (down 47% from 1Q 2022). Profit margin: 0.3% (down from 0.7% in 1Q 2022). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Jan 11+ 1 more updateBic Camera Inc. Provides Consolidated Earnings Guidance for the Six Months Ended February 28, 2023 and Year Ending August 31, 2023Bic Camera Inc. provided consolidated earnings guidance for the six months ended February 28, 2023 and year ending August 31, 2023. For the year six months, the company expected net sales of JPY 407,000 million, operating profit of JPY 6,900 million, ordinary profit of JPY 8,000 million, profit attributable to owners of parent of JPY 2,800 million or EPS to be JPY 16.36. For the year ending August 31, 2023, the company expected net sales of JPY 823,500 million, operating profit of JPY 17,300 million, ordinary profit of JPY 19,300 million, profit attributable to owners of parent of JPY 7,800 million or EPS to be JPY 45.57.
공시 • Nov 19Bic Camera Inc. to Report Q1, 2023 Results on Jan 11, 2023Bic Camera Inc. announced that they will report Q1, 2023 results on Jan 11, 2023
Reported Earnings • Oct 13Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥33.21 (down from JP¥49.80 in FY 2021). Revenue: JP¥792.4b (down 5.0% from FY 2021). Net income: JP¥5.77b (down 34% from FY 2021). Profit margin: 0.7% (down from 1.1% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Price Target Changed • Sep 20Price target increased to JP¥1,193Up from JP¥1,095, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,188. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥56.60 for next year compared to JP¥49.80 last year.