View ValuationHUMAN MADE 향후 성장Future 기준 점검 6/6HUMAN MADE (는) 각각 연간 23.4% 및 25.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 27% 로 예상됩니다.핵심 정보23.4%이익 성장률-28.40%EPS 성장률Specialty Retail 이익 성장9.9%매출 성장률25.7%향후 자기자본이익률26.98%애널리스트 커버리지Low마지막 업데이트24 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,446, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 13x in the Specialty Retail industry in Japan.Reported Earnings • Jun 16First quarter 2027 earnings releasedFirst quarter 2027 results: EPS: JP¥37.97. Net income: JP¥870.0m (up JP¥870.0m from 1Q 2026). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Specialty Retail industry in Japan.속보 • Jun 16Human Made Stock in Focus as Undercover Acquisition Moves Toward 2027 CompletionHuman Made has approved a nonbinding letter of intent to acquire Japanese fashion brand Undercover. The parties expect to sign a formal agreement in September, with the sale targeted for completion in February 2027. Undercover is planned to become a consolidated subsidiary of Human Made from the first quarter of the fiscal year ending January 2028. Bringing Undercover into the Human Made group as a consolidated subsidiary would give investors a clearer view of how the combined business performs once financial reporting for the fiscal year ending January 2028 begins. Until a final agreement is signed and detailed terms are disclosed, the key variables for investors are likely to be the purchase price, integration plans, and any impact on Human Made’s balance sheet.공시 • Jun 16+ 1 more updateHUMAN MADE Inc. (TSE:456A) signed a letter of intent to acquire Undercover Co., Ltd.HUMAN MADE Inc. (TSE:456A) signed a letter of intent to acquire Undercover Co., Ltd from Jun Takahashi and Hiroshi Takahashi on June 15, 2026. The expected closing date of this transaction is February 2027.Buy Or Sell Opportunity • Jun 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 69% to JP¥1,781. The fair value is estimated to be JP¥1,468, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last year. Earnings per share has grown by 449%. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,687, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 13x in the Specialty Retail industry in Japan.공시 • May 23HUMAN MADE Inc. to Report Q1, 2027 Results on Jun 15, 2026HUMAN MADE Inc. announced that they will report Q1, 2027 results on Jun 15, 2026Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,246, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 13x in the Specialty Retail industry in Japan.Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,440, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 14x in the Specialty Retail industry in Japan.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,860, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 14x in the Specialty Retail industry in Japan.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥4,570, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 13x in the Specialty Retail industry in Japan.Reported Earnings • Mar 17Full year 2026 earnings released: EPS: JP¥133 (vs JP¥96.77 in FY 2025)Full year 2026 results: EPS: JP¥133 (up from JP¥96.77 in FY 2025). Revenue: JP¥14.3b (up 27% from FY 2025). Net income: JP¥2.94b (up 38% from FY 2025). Profit margin: 21% (up from 19% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan.공시 • Mar 16HUMAN MADE Inc., Annual General Meeting, Apr 28, 2026HUMAN MADE Inc., Annual General Meeting, Apr 28, 2026.공시 • Dec 02HUMAN MADE Inc. to Report Q3, 2026 Results on Dec 12, 2025HUMAN MADE Inc. announced that they will report Q3, 2026 results on Dec 12, 2025공시 • Nov 27HUMAN MADE Inc. has completed an IPO in the amount of ¥17.751482 billion.HUMAN MADE Inc. has completed an IPO in the amount of ¥17.751482 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 931,400 Price\Range: ¥3130 Discount Per Security: ¥219.1 Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,740,000 Price\Range: ¥3130 Discount Per Security: ¥219.1Board Change • Nov 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. External Independent Director Shion Okamoto was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측TSE:456A - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수1/31/202931,4605,9155,380N/A21/31/202826,3554,7804,100N/A21/31/202719,0703,4852,470N/A24/30/202615,5803,240N/AN/AN/A1/31/202614,2732,9412,1373,125N/A1/31/202511,2582,127N/AN/AN/A1/31/20248,3901,586N/AN/AN/A애널리스트 향후 성장 전망수입 대 저축률: 456A 의 연간 예상 수익 증가율(23.4%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 456A 의 연간 수익(23.4%)이 JP 시장(10.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 456A 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 456A 의 수익(연간 25.7%)이 JP 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 456A 의 수익(연간 25.7%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 456A의 자본 수익률은 3년 후 27%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/05 05:47종가2026/07/03 00:00수익2026/04/30연간 수익2026/01/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스HUMAN MADE Inc.는 2명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hiroyuki TeradaIchiyoshi Research Institute Inc.Satoshi SakaeNomura Securities Co. Ltd.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,446, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 13x in the Specialty Retail industry in Japan.
Reported Earnings • Jun 16First quarter 2027 earnings releasedFirst quarter 2027 results: EPS: JP¥37.97. Net income: JP¥870.0m (up JP¥870.0m from 1Q 2026). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Specialty Retail industry in Japan.
속보 • Jun 16Human Made Stock in Focus as Undercover Acquisition Moves Toward 2027 CompletionHuman Made has approved a nonbinding letter of intent to acquire Japanese fashion brand Undercover. The parties expect to sign a formal agreement in September, with the sale targeted for completion in February 2027. Undercover is planned to become a consolidated subsidiary of Human Made from the first quarter of the fiscal year ending January 2028. Bringing Undercover into the Human Made group as a consolidated subsidiary would give investors a clearer view of how the combined business performs once financial reporting for the fiscal year ending January 2028 begins. Until a final agreement is signed and detailed terms are disclosed, the key variables for investors are likely to be the purchase price, integration plans, and any impact on Human Made’s balance sheet.
공시 • Jun 16+ 1 more updateHUMAN MADE Inc. (TSE:456A) signed a letter of intent to acquire Undercover Co., Ltd.HUMAN MADE Inc. (TSE:456A) signed a letter of intent to acquire Undercover Co., Ltd from Jun Takahashi and Hiroshi Takahashi on June 15, 2026. The expected closing date of this transaction is February 2027.
Buy Or Sell Opportunity • Jun 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 69% to JP¥1,781. The fair value is estimated to be JP¥1,468, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last year. Earnings per share has grown by 449%. For the next 3 years, revenue is forecast to grow by 25% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,687, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 13x in the Specialty Retail industry in Japan.
공시 • May 23HUMAN MADE Inc. to Report Q1, 2027 Results on Jun 15, 2026HUMAN MADE Inc. announced that they will report Q1, 2027 results on Jun 15, 2026
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,246, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 13x in the Specialty Retail industry in Japan.
Valuation Update With 7 Day Price Move • May 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,440, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 14x in the Specialty Retail industry in Japan.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,860, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 14x in the Specialty Retail industry in Japan.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥4,570, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 13x in the Specialty Retail industry in Japan.
Reported Earnings • Mar 17Full year 2026 earnings released: EPS: JP¥133 (vs JP¥96.77 in FY 2025)Full year 2026 results: EPS: JP¥133 (up from JP¥96.77 in FY 2025). Revenue: JP¥14.3b (up 27% from FY 2025). Net income: JP¥2.94b (up 38% from FY 2025). Profit margin: 21% (up from 19% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan.
공시 • Mar 16HUMAN MADE Inc., Annual General Meeting, Apr 28, 2026HUMAN MADE Inc., Annual General Meeting, Apr 28, 2026.
공시 • Dec 02HUMAN MADE Inc. to Report Q3, 2026 Results on Dec 12, 2025HUMAN MADE Inc. announced that they will report Q3, 2026 results on Dec 12, 2025
공시 • Nov 27HUMAN MADE Inc. has completed an IPO in the amount of ¥17.751482 billion.HUMAN MADE Inc. has completed an IPO in the amount of ¥17.751482 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 931,400 Price\Range: ¥3130 Discount Per Security: ¥219.1 Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,740,000 Price\Range: ¥3130 Discount Per Security: ¥219.1
Board Change • Nov 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. External Independent Director Shion Okamoto was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.