ZOZO 향후 성장
Future 기준 점검 2/6
ZOZO (는) 각각 연간 5.4% 및 4.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 41.2% 로 예상됩니다.
핵심 정보
5.4%
이익 성장률
5.83%
EPS 성장률
| Specialty Retail 이익 성장 | 9.1% |
| 매출 성장률 | 4.8% |
| 향후 자기자본이익률 | 41.20% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 13 May 2026 |
최근 향후 성장 업데이트
분석 기사 • May 02
The ZOZO, Inc. (TSE:3092) Yearly Results Are Out And Analysts Have Published New Forecasts
Shareholders might have noticed that ZOZO, Inc. ( TSE:3092 ) filed its yearly result this time last week. The early...분석 기사 • Feb 03
ZOZO, Inc. (TSE:3092) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
ZOZO, Inc. ( TSE:3092 ) shareholders are probably feeling a little disappointed, since its shares fell 7.0% to JP¥1,138...분석 기사 • Nov 04
ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next
It's shaping up to be a tough period for ZOZO, Inc. ( TSE:3092 ), which a week ago released some disappointing interim...분석 기사 • Aug 03
ZOZO, Inc. (TSE:3092) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
Last week, you might have seen that ZOZO, Inc. ( TSE:3092 ) released its first-quarter result to the market. The early...Recent updates
내러티브 업데이트 • May 05
3092: Higher Discount Rate Will Pressure Earnings Quality Before Loan Decision
Analysts have trimmed their fair value estimate for ZOZO to a new price target of ¥880 from ¥1,009.84, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide whether to execute a loan agreement that includes financial covenants (Key Developments).분석 기사 • May 02
The ZOZO, Inc. (TSE:3092) Yearly Results Are Out And Analysts Have Published New Forecasts
Shareholders might have noticed that ZOZO, Inc. ( TSE:3092 ) filed its yearly result this time last week. The early...
내러티브 업데이트 • Apr 20
3092: Higher Profitability And Loan Covenants Will Support Future Upside
Analysts have adjusted their price target on ZOZO slightly lower to ¥1,834 from ¥1,849, citing updated assumptions for revenue growth, profit margins and future P/E, while noting that the overall valuation remains largely intact. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide on the execution of a loan agreement that includes financial covenants (Key Developments).
내러티브 업데이트 • Apr 06
3092: Loan Agreement Decision And Margin Stability Will Support Further Upside
Analysts have adjusted their price target on ZOZO to ¥1,359.82, keeping it unchanged overall while fine tuning assumptions such as a slightly different discount rate, a modestly revised revenue growth outlook, a small uplift in profit margin, and a minor tweak to the forward P/E multiple. What's in the News A board meeting is scheduled for February 20, 2026, to consider and decide on a loan agreement that includes financial covenants (Key Developments).내러티브 업데이트 • Mar 22
3092: Higher Profitability And New Loan Covenants Will Support Future Upside
Analysts have slightly reduced their price target on ZOZO to ¥1,848.64 from ¥1,857.27, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News A board meeting is scheduled for February 20, 2026, with an agenda to consider and decide on executing a loan agreement that includes financial covenants (Key Developments).내러티브 업데이트 • Mar 07
3092: Loan Agreement Plans And Margin Resilience Will Support Further Upside
Analysts have slightly reduced their fair value estimate for ZOZO from ¥1,365.71 to ¥1,359.82, reflecting modest adjustments to assumptions related to the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News ZOZO scheduled a board meeting for February 20, 2026 to consider and resolve on executing a loan agreement with financial covenants (Key Developments).내러티브 업데이트 • Feb 21
3092: Higher Margin Outlook And Dividend Stability Will Support Upside Potential
Analysts now see ZOZO's fair value shifting from ¥1,437.47 to ¥1,365.71 as they factor in adjusted revenue growth expectations, a slightly higher discount rate, modestly higher profit margin assumptions, and a lower future P/E multiple. Valuation Changes Fair Value: Adjusted from ¥1,437.47 to ¥1,365.71, representing a modest move lower in the modelled estimate.내러티브 업데이트 • Feb 07
3092: Higher Profitability And Lower Discount Rate Will Support Future Upside
Analysts have increased their fair value estimate for ZOZO to ¥1,857 from ¥1,852, reflecting updated views on revenue growth, profit margins, discount rate and future P/E assumptions. Valuation Changes Fair Value Estimate has been nudged up slightly from ¥1,852 to ¥1,857.분석 기사 • Feb 03
ZOZO, Inc. (TSE:3092) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
ZOZO, Inc. ( TSE:3092 ) shareholders are probably feeling a little disappointed, since its shares fell 7.0% to JP¥1,138...내러티브 업데이트 • Jan 24
3092: Dividend Reset And Stable Assumptions Will Support Future Upside
Analysts have nudged their price target on ZOZO slightly higher to ¥1,852, citing modest tweaks to inputs such as a roughly 0.06 percentage point change in discount rate, a 0.08 percentage point adjustment to revenue growth, a marginal shift in profit margin, and a small revision to the assumed future P/E multiple. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with figures presented on a post stock split basis (Key Developments).내러티브 업데이트 • Jan 09
3092: Dividend Policy And Modest Assumption Shifts Will Support Future Upside
Analysts have made a small downward adjustment to their fair value estimate for ZOZO to ¥1,852.28 from ¥1,853.41, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with amounts presented on a post stock split basis (Key Developments).분석 기사 • Dec 29
Here's Why ZOZO (TSE:3092) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Dec 15
3092: Dividend Outlook Will Support Stronger Long Term Earnings Prospects
Analysts have slightly reduced their price target on ZOZO to approximately ¥1,850 from about ¥1,990, citing a modestly higher discount rate and slightly lower margin expectations, while remaining constructive on revenue growth and longer term earnings power. What's in the News ZOZO announced a second quarter dividend of JPY 19 per share for the period ended September 30, 2025, adjusted for a three-for-one stock split completed on April 1, 2025 (company announcement) The new interim dividend compares with JPY 53 per share a year earlier, reflecting the impact of the stock split and updated capital return policy (company announcement) The dividend will be payable on November 25, 2025 to shareholders of record as of the specified date (company announcement) For the fiscal year ending March 31, 2026, ZOZO guided for a year-end dividend of JPY 20 per share, versus JPY 54 per share a year ago, on a post-split basis (company announcement) Valuation Changes The fair value estimate has fallen slightly to approximately ¥1,850 from about ¥1,990, reflecting more conservative assumptions.내러티브 업데이트 • Nov 29
3092: Dividend Stability And Stock Split Are Expected To Support Fair Value
Analysts have slightly reduced their price target for ZOZO from ¥1,441.88 to ¥1,437.47, citing modest adjustments in growth forecasts and profitability metrics. What's in the News ZOZO, Inc.분석 기사 • Nov 22
Calculating The Fair Value Of ZOZO, Inc. (TSE:3092)
Key Insights The projected fair value for ZOZO is JP¥1,226 based on 2 Stage Free Cash Flow to Equity ZOZO's JP¥1,321...내러티브 업데이트 • Nov 15
3092: Dividend Payouts And Stock Split Will Drive Shareholder Value
Analysts have slightly lowered their price target for ZOZO from ¥1,473 to ¥1,441. They cite modestly slower expected revenue growth and a marginally higher discount rate in their updated forecasts.분석 기사 • Nov 04
ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next
It's shaping up to be a tough period for ZOZO, Inc. ( TSE:3092 ), which a week ago released some disappointing interim...내러티브 업데이트 • Nov 01
3092: Dividend Adjustments And Stock Split Will Shape Near-Term Performance
Analysts have slightly reduced their price target for ZOZO from ¥1,500 to ¥1,473.44, citing marginal adjustments to growth forecasts and profitability expectations. What's in the News ZOZO, Inc.분석 기사 • Sep 08
We Think ZOZO (TSE:3092) Can Manage Its Debt With Ease
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Aug 03
ZOZO, Inc. (TSE:3092) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
Last week, you might have seen that ZOZO, Inc. ( TSE:3092 ) released its first-quarter result to the market. The early...분석 기사 • Jul 17
Does This Valuation Of ZOZO, Inc. (TSE:3092) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, ZOZO fair value estimate is JP¥1,215 ZOZO's JP¥1,528 share...분석 기사 • May 24
ZOZO (TSE:3092) Has A Rock Solid Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
새로운 내러티브 • Nov 25
Revolutionising Retail With AI Innovation And Calculated Brand Expansion
Productivity improvements and personalized strategies may reduce costs and boost net margins significantly.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 266,563 | 56,097 | 66,251 | 72,426 | 7 |
| 3/31/2028 | 254,579 | 54,792 | 58,088 | 64,307 | 17 |
| 3/31/2027 | 242,140 | 51,451 | 53,331 | 69,979 | 16 |
| 3/31/2026 | 228,373 | 47,926 | 45,482 | 52,531 | N/A |
| 12/31/2025 | 223,860 | 46,379 | N/A | N/A | N/A |
| 9/30/2025 | 219,579 | 45,222 | 47,768 | 54,010 | N/A |
| 6/30/2025 | 216,772 | 45,613 | N/A | N/A | N/A |
| 3/31/2025 | 213,131 | 45,346 | 53,829 | 60,114 | N/A |
| 12/31/2024 | 210,524 | 47,814 | N/A | N/A | N/A |
| 9/30/2024 | 205,600 | 45,157 | 40,703 | 50,334 | N/A |
| 6/30/2024 | 201,532 | 44,246 | N/A | N/A | N/A |
| 3/31/2024 | 197,016 | 44,341 | 33,226 | 42,589 | N/A |
| 12/31/2023 | 194,524 | 40,783 | N/A | N/A | N/A |
| 9/30/2023 | 189,873 | 40,773 | 27,228 | 36,671 | N/A |
| 6/30/2023 | 186,704 | 40,770 | N/A | N/A | N/A |
| 3/31/2023 | 183,423 | 39,526 | 27,401 | 36,671 | N/A |
| 12/31/2022 | 178,888 | 39,052 | N/A | N/A | N/A |
| 9/30/2022 | 173,754 | 37,018 | 35,863 | 40,222 | N/A |
| 6/30/2022 | 169,923 | 35,721 | N/A | N/A | N/A |
| 3/31/2022 | 166,199 | 34,492 | 38,563 | 39,895 | N/A |
| 12/31/2021 | 162,700 | 33,860 | N/A | N/A | N/A |
| 9/30/2021 | 157,122 | 33,530 | 41,222 | 44,405 | N/A |
| 6/30/2021 | 152,594 | 32,342 | N/A | N/A | N/A |
| 3/31/2021 | 147,402 | 30,932 | 41,438 | 44,790 | N/A |
| 12/31/2020 | 142,110 | 30,357 | N/A | N/A | N/A |
| 9/30/2020 | 134,767 | 24,828 | 29,919 | 33,505 | N/A |
| 6/30/2020 | 130,994 | 20,799 | N/A | N/A | N/A |
| 3/31/2020 | 125,517 | 18,804 | 19,619 | 24,789 | N/A |
| 12/31/2019 | 120,518 | 14,492 | N/A | N/A | N/A |
| 9/30/2019 | 121,883 | 17,613 | N/A | 19,166 | N/A |
| 6/30/2019 | 120,050 | 17,148 | N/A | N/A | N/A |
| 3/31/2019 | 118,405 | 15,985 | N/A | 14,807 | N/A |
| 12/31/2018 | 117,291 | 17,536 | N/A | N/A | N/A |
| 9/30/2018 | 109,502 | 16,896 | N/A | 15,922 | N/A |
| 6/30/2018 | 103,533 | 18,787 | N/A | N/A | N/A |
| 3/31/2018 | 98,432 | 20,156 | N/A | 19,882 | N/A |
| 12/31/2017 | 93,614 | 19,203 | N/A | N/A | N/A |
| 9/30/2017 | 87,521 | 18,527 | N/A | 17,506 | N/A |
| 6/30/2017 | 82,458 | 18,987 | N/A | N/A | N/A |
| 3/31/2017 | 76,393 | 17,035 | N/A | 18,294 | N/A |
| 12/31/2016 | 70,366 | 18,178 | N/A | N/A | N/A |
| 9/30/2016 | 63,571 | 15,258 | N/A | 15,438 | N/A |
| 6/30/2016 | 58,952 | 13,067 | N/A | N/A | N/A |
| 3/31/2016 | 54,422 | 11,988 | N/A | 12,027 | N/A |
| 12/31/2015 | 49,679 | 10,047 | N/A | N/A | N/A |
| 9/30/2015 | 45,979 | 9,875 | N/A | 11,411 | N/A |
| 6/30/2015 | 43,637 | 9,627 | N/A | N/A | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 3092 의 연간 예상 수익 증가율(5.4%)이 saving rate(0.8%)보다 높습니다.
수익 vs 시장: 3092 의 연간 수익(5.4%)이 JP 시장(8.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: 3092 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: 3092 의 수익(연간 4.8%)이 JP 시장(연간 5.3%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 3092 의 수익(연간 4.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 3092의 자본 수익률은 3년 후 41.2%로 매우 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 14:01 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 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 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
ZOZO, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |
| Oliver James Gray Matthew | CLSA |