USS (4732) 주식 개요는 자회사와 함께 일본 내 중고차 경매 사이트를 운영 및 관리하고 있습니다. 자세히 보기4732 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장1/6과거 실적4/6재무 건전성6/6배당5/6강점지난 1년간 수익이 9.9% 증가했습니다.3.06% 의 안정적인 배당금을 지급합니다.위험 분석우리의 위험 점검에서 4732에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기4732 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.76k17.9% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0121b2016201920222025202620282031Revenue JP¥121.3bEarnings JP¥44.1bAdvancedSet Fair ValueView all narrativesUSS Co., Ltd. 경쟁사NEXTAGESymbol: TSE:3186Market cap: JP¥294.0bYellow HatSymbol: TSE:9882Market cap: JP¥138.3bIDOMSymbol: TSE:7599Market cap: JP¥132.5bAutobacs SevenSymbol: TSE:9832Market cap: JP¥114.5b가격 이력 및 성과USS 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥1,740.5052주 최고가JP¥1,919.0052주 최저가JP¥1,531.00베타0.431개월 변동3.88%3개월 변동-8.25%1년 변동12.00%3년 변동52.88%5년 변동83.40%IPO 이후 변동317.72%최근 뉴스 및 업데이트속보 • May 15USS Reports Record Sales Strong Profit and Major Share Buyback With Positive OutlookUSS reported record-high sales and profits for FY2025, driven mainly by firm auto auction activity and robust auction prices. Management plans higher capital expenditures for FY2026 while still projecting continued growth. The company completed an approximately ¥18 billion share buyback, repurchasing about 8.3 million shares, and is targeting payout ratios at or above current levels alongside increased dividends and treasury share actions. The combination of record earnings, active buybacks and a higher payout ratio indicates a clear focus on returning cash to shareholders while continuing to invest in the core auction business. It is worth monitoring how the planned capital expenditures and ongoing capital return programs affect cash flow and balance sheet flexibility, particularly if auction conditions or transaction volumes change.분석 기사 • May 15USS Co., Ltd. (TSE:4732) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for USS Co., Ltd. ( TSE:4732 ) shareholders, because the company has just released its latest...공시 • May 14USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 12,000,000 shares, representing 2.58% for ¥18,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 2.58% of its issued share capital (excluding treasury stock), for a total purchase price of ¥18,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till May 13, 2026. As of March 31, 2026, the company has 464,373,398 issued shares (excluding treasury stock) and 9,626,602 treasury shares.Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥88.78 (up from JP¥78.66 in FY 2025). Revenue: JP¥113.9b (up 9.5% from FY 2025). Net income: JP¥41.4b (up 9.9% from FY 2025). Profit margin: 36% (in line with FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.공시 • May 12USS Co., Ltd., Annual General Meeting, Jun 23, 2026USS Co., Ltd., Annual General Meeting, Jun 23, 2026.공시 • May 10USS Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026USS Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026더 많은 업데이트 보기Recent updates속보 • May 15USS Reports Record Sales Strong Profit and Major Share Buyback With Positive OutlookUSS reported record-high sales and profits for FY2025, driven mainly by firm auto auction activity and robust auction prices. Management plans higher capital expenditures for FY2026 while still projecting continued growth. The company completed an approximately ¥18 billion share buyback, repurchasing about 8.3 million shares, and is targeting payout ratios at or above current levels alongside increased dividends and treasury share actions. The combination of record earnings, active buybacks and a higher payout ratio indicates a clear focus on returning cash to shareholders while continuing to invest in the core auction business. It is worth monitoring how the planned capital expenditures and ongoing capital return programs affect cash flow and balance sheet flexibility, particularly if auction conditions or transaction volumes change.분석 기사 • May 15USS Co., Ltd. (TSE:4732) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for USS Co., Ltd. ( TSE:4732 ) shareholders, because the company has just released its latest...공시 • May 14USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 12,000,000 shares, representing 2.58% for ¥18,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 2.58% of its issued share capital (excluding treasury stock), for a total purchase price of ¥18,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till May 13, 2026. As of March 31, 2026, the company has 464,373,398 issued shares (excluding treasury stock) and 9,626,602 treasury shares.Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥88.78 (up from JP¥78.66 in FY 2025). Revenue: JP¥113.9b (up 9.5% from FY 2025). Net income: JP¥41.4b (up 9.9% from FY 2025). Profit margin: 36% (in line with FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.공시 • May 12USS Co., Ltd., Annual General Meeting, Jun 23, 2026USS Co., Ltd., Annual General Meeting, Jun 23, 2026.공시 • May 10USS Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026USS Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.60 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).분석 기사 • Feb 16USS' (TSE:4732) Dividend Will Be Increased To ¥26.60USS Co., Ltd. ( TSE:4732 ) will increase its dividend from last year's comparable payment on the 25th of June to...분석 기사 • Feb 14USS Co., Ltd. (TSE:4732) Just Released Its Third-Quarter Results And Analysts Are Updating Their EstimatesIt's been a good week for USS Co., Ltd. ( TSE:4732 ) shareholders, because the company has just released its latest...Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥22.59 (vs JP¥19.79 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.59 (up from JP¥19.79 in 3Q 2025). Revenue: JP¥29.0b (up 11% from 3Q 2025). Net income: JP¥10.5b (up 11% from 3Q 2025). Profit margin: 36% (in line with 3Q 2025). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jan 26Investors Shouldn't Overlook USS' (TSE:4732) Impressive Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...분석 기사 • Dec 27Estimating The Intrinsic Value Of USS Co., Ltd. (TSE:4732)Key Insights The projected fair value for USS is JP¥1,669 based on 2 Stage Free Cash Flow to Equity With JP¥1,741 share...분석 기사 • Dec 14USS' (TSE:4732) Shareholders Will Receive A Bigger Dividend Than Last YearUSS Co., Ltd. ( TSE:4732 ) will increase its dividend from last year's comparable payment on the 25th of June to...Declared Dividend • Dec 13First half dividend of JP¥26.20 announcedShareholders will receive a dividend of JP¥26.20. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Dec 06We Think USS (TSE:4732) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공시 • Nov 29USS Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026USS Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥20.94 (vs JP¥18.50 in 2Q 2025)Second quarter 2026 results: EPS: JP¥20.94 (up from JP¥18.50 in 2Q 2025). Revenue: JP¥26.6b (up 7.1% from 2Q 2025). Net income: JP¥9.72b (up 9.3% from 2Q 2025). Profit margin: 37% (in line with 2Q 2025). Revenue is forecast to grow 2.4% 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 11% per year whereas the company’s share price has increased by 16% per year.분석 기사 • Nov 10If EPS Growth Is Important To You, USS (TSE:4732) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Oct 28USS Co., Ltd.'s (TSE:4732) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 20.6x USS Co., Ltd. ( TSE:4732 ) may be sending bearish signals at the...분석 기사 • Oct 10We Like USS' (TSE:4732) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...분석 기사 • Sep 25USS (TSE:4732) Will Pay A Larger Dividend Than Last Year At ¥25.20USS Co., Ltd. ( TSE:4732 ) has announced that it will be increasing its dividend from last year's comparable payment on...Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.20 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).공시 • Sep 01USS Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025USS Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥22.10 (vs JP¥19.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.10 (up from JP¥19.26 in 1Q 2025). Revenue: JP¥27.4b (up 6.8% from 1Q 2025). Net income: JP¥10.2b (up 11% from 1Q 2025). Profit margin: 37% (up from 36% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.Declared Dividend • Jul 09Final dividend of JP¥24.30 announcedShareholders will receive a dividend of JP¥24.30. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥78.66 (up from JP¥68.28 in FY 2024). Revenue: JP¥104.0b (up 6.6% from FY 2024). Net income: JP¥37.6b (up 14% from FY 2024). Profit margin: 36% (up from 34% 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 2.8%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.공시 • Jun 24USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 11,000,000 shares, representing 2.32% for ¥16,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 2.32% of its issued share capital (excluding treasury stock), for a total purchase price of ¥16,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till June 25, 2025 . As of March 31, 2025, the company has 473,612,378 issued shares (excluding treasury stock) and 40,387,622 treasury shares.분석 기사 • Jun 13A Look At The Fair Value Of USS Co., Ltd. (TSE:4732)Key Insights USS' estimated fair value is JP¥1,594 based on 2 Stage Free Cash Flow to Equity Current share price of...공시 • May 31USS Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025USS Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025분석 기사 • May 30USS (TSE:4732) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥78.66 (up from JP¥68.28 in FY 2024). Revenue: JP¥104.0b (up 6.6% from FY 2024). Net income: JP¥37.6b (up 14% from FY 2024). Profit margin: 36% (up from 34% 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 2.8%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.공시 • May 13USS Co., Ltd., Annual General Meeting, Jun 24, 2025USS Co., Ltd., Annual General Meeting, Jun 24, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥21.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).공시 • Mar 01USS Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025USS Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: JP¥19.79 (vs JP¥17.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.79 (up from JP¥17.29 in 3Q 2024). Revenue: JP¥26.2b (up 12% from 3Q 2024). Net income: JP¥9.47b (up 14% from 3Q 2024). Profit margin: 36% (in line with 3Q 2024). Revenue is forecast to grow 1.5% 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 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Declared Dividend • Dec 07First half dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Dec 01USS Co., Ltd. to Report Q3, 2025 Results on Feb 04, 2025USS Co., Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥18.50 (vs JP¥16.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.50 (up from JP¥16.78 in 2Q 2024). Revenue: JP¥24.8b (up 2.7% from 2Q 2024). Net income: JP¥8.89b (up 10% from 2Q 2024). Profit margin: 36% (up from 33% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 2.1% 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 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공시 • Oct 07USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 10,000,000 shares, representing 2.08% for ¥10,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 2.08% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to improve corporate value, improving capital efficiency and to improve shareholder returns. The program is valid till March 31, 2025 . As of August 31, 2024, the company has 480,979,778 issued shares (excluding treasury stock) and 33,020,222 treasury shares.Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.60 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).공시 • Aug 27USS Co., Ltd. to Report Q2, 2025 Results on Nov 05, 2024USS Co., Ltd. announced that they will report Q2, 2025 results on Nov 05, 2024Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥19.26 (vs JP¥16.65 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.26 (up from JP¥16.65 in 1Q 2024). Revenue: JP¥25.6b (up 7.2% from 1Q 2024). Net income: JP¥9.25b (up 14% from 1Q 2024). Profit margin: 36% (up from 34% 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 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 05Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to JP¥1,155. The fair value is estimated to be JP¥1,554, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥20.10 announcedShareholders will receive a dividend of JP¥20.10. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 4.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 02USS Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024USS Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024공시 • May 10USS Co., Ltd., Annual General Meeting, Jun 25, 2024USS Co., Ltd., Annual General Meeting, Jun 25, 2024.New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 113% Dividend yield: 6.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.40 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).공시 • Mar 02USS Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024USS Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥34.58 (vs JP¥29.68 in 3Q 2023)Third quarter 2024 results: EPS: JP¥34.58 (up from JP¥29.68 in 3Q 2023). Revenue: JP¥23.4b (up 6.6% from 3Q 2023). Net income: JP¥8.30b (up 14% from 3Q 2023). Profit margin: 35% (up from 33% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jan 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,885. The fair value is estimated to be JP¥2,391, however this is not to be taken as a sell 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 39%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are also forecast to grow by 0.1% per annum over the same time period.Price Target Changed • Dec 30Price target increased by 7.1% to JP¥2,710Up from JP¥2,530, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥2,836. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥136 for next year compared to JP¥123 last year.공시 • Nov 27USS Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024USS Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥33.57 (vs JP¥29.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.57 (up from JP¥29.35 in 2Q 2023). Revenue: JP¥24.2b (up 14% from 2Q 2023). Net income: JP¥8.06b (up 12% from 2Q 2023). Profit margin: 33% (in line with 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥34.70 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).공시 • Aug 27USS Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023USS Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥33.29 (vs JP¥30.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥33.29 (up from JP¥30.39 in 1Q 2023). Revenue: JP¥23.9b (up 13% from 1Q 2023). Net income: JP¥8.10b (up 8.9% from 1Q 2023). Profit margin: 34% (down from 35% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% 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 increased by 34% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공시 • Jun 22USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 5,000,000 shares, for ¥12,500 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.04% of its issued share capital (excluding treasury stock), for a total purchase price of ¥12,500 million. The purpose of the program is to improve corporate value, business expansion through investment and capital policies and to improve shareholder returns. As of March 31, 2023, the company has 244,627,014 issued shares (excluding treasury stock) and 12,372,986 treasury shares.Reported Earnings • Jun 22Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.8% 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 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • Jun 19USS Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023USS Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 10Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 5.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.80 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.68 (vs JP¥32.18 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.68 (down from JP¥32.18 in 3Q 2022). Revenue: JP¥22.0b (up 11% from 3Q 2022). Net income: JP¥7.26b (down 9.2% from 3Q 2022). Profit margin: 33% (down from 40% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Dec 01USS Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023USS Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 10Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥29.35 (up from JP¥27.57 in 2Q 2022). Revenue: JP¥21.3b (up 9.7% from 2Q 2022). Net income: JP¥7.18b (up 4.4% from 2Q 2022). Profit margin: 34% (down from 35% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.70 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥30.39 (vs JP¥29.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.39 (up from JP¥29.47 in 1Q 2022). Revenue: JP¥21.1b (up 3.8% from 1Q 2022). Net income: JP¥7.44b (up 1.2% from 1Q 2022). Profit margin: 35% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 3.0%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Board Change • Aug 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Jul 18High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Price Target Changed • Jun 30Price target increased to JP¥2,302Up from JP¥2,128, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,349. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥120 last year.Reported Earnings • Jun 26Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 3.7%, compared to a 7.5% growth forecast for the retail industry in Japan.Price Target Changed • May 15Price target increased to JP¥2,228Up from JP¥2,003, the current price target is an average from 4 analysts. New target price is 11% below last closing price of JP¥2,513. Stock is up 31% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥120 last year.Reported Earnings • May 11Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥120 (up from JP¥16.13 in FY 2021). Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.0%. Over the next year, revenue is forecast to stay flat compared to a 7.4% growth forecast for the 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 6% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.20 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 08Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥32.18 (up from JP¥27.16 in 3Q 2021). Revenue: JP¥19.8b (flat on 3Q 2021). Net income: JP¥8.00b (up 18% from 3Q 2021). Profit margin: 40% (up from 34% in 3Q 2021). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 80%. Over the next year, revenue is forecast to grow 1.4%, compared to a 7.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.주주 수익률4732JP Specialty RetailJP 시장7D-2.3%5.0%3.4%1Y12.0%30.9%43.2%전체 주주 수익률 보기수익률 대 산업: 4732은 지난 1년 동안 30.9%의 수익을 기록한 JP Specialty Retail 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 4732은 지난 1년 동안 43.2%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 4732's price volatile compared to industry and market?4732 volatility4732 Average Weekly Movement3.2%Specialty Retail Industry Average Movement4.3%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%안정적인 주가: 4732는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 4732의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19691,175Yukihiro Andowww.ussnet.co.jpUSS 주식회사는 자회사와 함께 일본 내 중고차 경매 사이트를 운영 및 관리하고 있습니다. 이 회사는 세 가지 부문으로 운영됩니다: 자동차 경매, 중고차 매입 및 판매, 리사이클링입니다. 현장 경매 운영과 위성 TV 및 인터넷 경매를 통해 중고차를 유통합니다.더 보기USS Co., Ltd. 기초 지표 요약USS의 순이익과 매출은 시가총액과 어떻게 비교됩니까?4732 기초 통계시가총액JP¥815.48b순이익 (TTM)JP¥41.36b매출 (TTM)JP¥113.85b19.5x주가수익비율(P/E)7.1x주가매출비율(P/S)4732는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표4732 손익계산서 (TTM)매출JP¥113.85b매출원가JP¥42.40b총이익JP¥71.45b기타 비용JP¥30.09b순이익JP¥41.36b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)89.09총이익률62.76%순이익률36.33%부채/자본 비율1.0%4732의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.1%현재 배당 수익률56%배당 성향4732는 안정적으로 배당을 지급합니까?4732 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 4732를 매수해야 하나요?USS 배당 일정배당락일Mar 30 2026배당 지급일Jun 24 2026배당락일까지 남은 일수57 days배당 지급일까지 남은 일수29 days4732는 안정적으로 배당을 지급합니까?4732 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 07:35종가2026/05/26 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스USS Co., Ltd.는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Koichi SugimotoBofA Global ResearchManabu HagiwaraCitigroup IncJiro KojimaDaiwa Securities Co. Ltd.8명의 분석가 더 보기
속보 • May 15USS Reports Record Sales Strong Profit and Major Share Buyback With Positive OutlookUSS reported record-high sales and profits for FY2025, driven mainly by firm auto auction activity and robust auction prices. Management plans higher capital expenditures for FY2026 while still projecting continued growth. The company completed an approximately ¥18 billion share buyback, repurchasing about 8.3 million shares, and is targeting payout ratios at or above current levels alongside increased dividends and treasury share actions. The combination of record earnings, active buybacks and a higher payout ratio indicates a clear focus on returning cash to shareholders while continuing to invest in the core auction business. It is worth monitoring how the planned capital expenditures and ongoing capital return programs affect cash flow and balance sheet flexibility, particularly if auction conditions or transaction volumes change.
분석 기사 • May 15USS Co., Ltd. (TSE:4732) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for USS Co., Ltd. ( TSE:4732 ) shareholders, because the company has just released its latest...
공시 • May 14USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 12,000,000 shares, representing 2.58% for ¥18,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 2.58% of its issued share capital (excluding treasury stock), for a total purchase price of ¥18,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till May 13, 2026. As of March 31, 2026, the company has 464,373,398 issued shares (excluding treasury stock) and 9,626,602 treasury shares.
Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥88.78 (up from JP¥78.66 in FY 2025). Revenue: JP¥113.9b (up 9.5% from FY 2025). Net income: JP¥41.4b (up 9.9% from FY 2025). Profit margin: 36% (in line with FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
공시 • May 12USS Co., Ltd., Annual General Meeting, Jun 23, 2026USS Co., Ltd., Annual General Meeting, Jun 23, 2026.
공시 • May 10USS Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026USS Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
속보 • May 15USS Reports Record Sales Strong Profit and Major Share Buyback With Positive OutlookUSS reported record-high sales and profits for FY2025, driven mainly by firm auto auction activity and robust auction prices. Management plans higher capital expenditures for FY2026 while still projecting continued growth. The company completed an approximately ¥18 billion share buyback, repurchasing about 8.3 million shares, and is targeting payout ratios at or above current levels alongside increased dividends and treasury share actions. The combination of record earnings, active buybacks and a higher payout ratio indicates a clear focus on returning cash to shareholders while continuing to invest in the core auction business. It is worth monitoring how the planned capital expenditures and ongoing capital return programs affect cash flow and balance sheet flexibility, particularly if auction conditions or transaction volumes change.
분석 기사 • May 15USS Co., Ltd. (TSE:4732) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for USS Co., Ltd. ( TSE:4732 ) shareholders, because the company has just released its latest...
공시 • May 14USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 12,000,000 shares, representing 2.58% for ¥18,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 2.58% of its issued share capital (excluding treasury stock), for a total purchase price of ¥18,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till May 13, 2026. As of March 31, 2026, the company has 464,373,398 issued shares (excluding treasury stock) and 9,626,602 treasury shares.
Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥88.78 (up from JP¥78.66 in FY 2025). Revenue: JP¥113.9b (up 9.5% from FY 2025). Net income: JP¥41.4b (up 9.9% from FY 2025). Profit margin: 36% (in line with FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
공시 • May 12USS Co., Ltd., Annual General Meeting, Jun 23, 2026USS Co., Ltd., Annual General Meeting, Jun 23, 2026.
공시 • May 10USS Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026USS Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.60 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
분석 기사 • Feb 16USS' (TSE:4732) Dividend Will Be Increased To ¥26.60USS Co., Ltd. ( TSE:4732 ) will increase its dividend from last year's comparable payment on the 25th of June to...
분석 기사 • Feb 14USS Co., Ltd. (TSE:4732) Just Released Its Third-Quarter Results And Analysts Are Updating Their EstimatesIt's been a good week for USS Co., Ltd. ( TSE:4732 ) shareholders, because the company has just released its latest...
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥22.59 (vs JP¥19.79 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.59 (up from JP¥19.79 in 3Q 2025). Revenue: JP¥29.0b (up 11% from 3Q 2025). Net income: JP¥10.5b (up 11% from 3Q 2025). Profit margin: 36% (in line with 3Q 2025). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jan 26Investors Shouldn't Overlook USS' (TSE:4732) Impressive Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
분석 기사 • Dec 27Estimating The Intrinsic Value Of USS Co., Ltd. (TSE:4732)Key Insights The projected fair value for USS is JP¥1,669 based on 2 Stage Free Cash Flow to Equity With JP¥1,741 share...
분석 기사 • Dec 14USS' (TSE:4732) Shareholders Will Receive A Bigger Dividend Than Last YearUSS Co., Ltd. ( TSE:4732 ) will increase its dividend from last year's comparable payment on the 25th of June to...
Declared Dividend • Dec 13First half dividend of JP¥26.20 announcedShareholders will receive a dividend of JP¥26.20. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Dec 06We Think USS (TSE:4732) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공시 • Nov 29USS Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026USS Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥20.94 (vs JP¥18.50 in 2Q 2025)Second quarter 2026 results: EPS: JP¥20.94 (up from JP¥18.50 in 2Q 2025). Revenue: JP¥26.6b (up 7.1% from 2Q 2025). Net income: JP¥9.72b (up 9.3% from 2Q 2025). Profit margin: 37% (in line with 2Q 2025). Revenue is forecast to grow 2.4% 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 11% per year whereas the company’s share price has increased by 16% per year.
분석 기사 • Nov 10If EPS Growth Is Important To You, USS (TSE:4732) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Oct 28USS Co., Ltd.'s (TSE:4732) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 20.6x USS Co., Ltd. ( TSE:4732 ) may be sending bearish signals at the...
분석 기사 • Oct 10We Like USS' (TSE:4732) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
분석 기사 • Sep 25USS (TSE:4732) Will Pay A Larger Dividend Than Last Year At ¥25.20USS Co., Ltd. ( TSE:4732 ) has announced that it will be increasing its dividend from last year's comparable payment on...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.20 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
공시 • Sep 01USS Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025USS Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥22.10 (vs JP¥19.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.10 (up from JP¥19.26 in 1Q 2025). Revenue: JP¥27.4b (up 6.8% from 1Q 2025). Net income: JP¥10.2b (up 11% from 1Q 2025). Profit margin: 37% (up from 36% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.
Declared Dividend • Jul 09Final dividend of JP¥24.30 announcedShareholders will receive a dividend of JP¥24.30. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥78.66 (up from JP¥68.28 in FY 2024). Revenue: JP¥104.0b (up 6.6% from FY 2024). Net income: JP¥37.6b (up 14% from FY 2024). Profit margin: 36% (up from 34% 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 2.8%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
공시 • Jun 24USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 11,000,000 shares, representing 2.32% for ¥16,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 2.32% of its issued share capital (excluding treasury stock), for a total purchase price of ¥16,000 million. The purpose of the program is to enhance corporate value by maintaining a Return on Equity (ROE) of no less than 20% and to strengthen shareholder returns through a combination of stable dividends and continuous share repurchases. The program is valid till June 25, 2025 . As of March 31, 2025, the company has 473,612,378 issued shares (excluding treasury stock) and 40,387,622 treasury shares.
분석 기사 • Jun 13A Look At The Fair Value Of USS Co., Ltd. (TSE:4732)Key Insights USS' estimated fair value is JP¥1,594 based on 2 Stage Free Cash Flow to Equity Current share price of...
공시 • May 31USS Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025USS Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
분석 기사 • May 30USS (TSE:4732) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥78.66 (up from JP¥68.28 in FY 2024). Revenue: JP¥104.0b (up 6.6% from FY 2024). Net income: JP¥37.6b (up 14% from FY 2024). Profit margin: 36% (up from 34% 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 2.8%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.
공시 • May 13USS Co., Ltd., Annual General Meeting, Jun 24, 2025USS Co., Ltd., Annual General Meeting, Jun 24, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥21.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
공시 • Mar 01USS Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025USS Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: JP¥19.79 (vs JP¥17.29 in 3Q 2024)Third quarter 2025 results: EPS: JP¥19.79 (up from JP¥17.29 in 3Q 2024). Revenue: JP¥26.2b (up 12% from 3Q 2024). Net income: JP¥9.47b (up 14% from 3Q 2024). Profit margin: 36% (in line with 3Q 2024). Revenue is forecast to grow 1.5% 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 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Dec 07First half dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Dec 01USS Co., Ltd. to Report Q3, 2025 Results on Feb 04, 2025USS Co., Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥18.50 (vs JP¥16.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.50 (up from JP¥16.78 in 2Q 2024). Revenue: JP¥24.8b (up 2.7% from 2Q 2024). Net income: JP¥8.89b (up 10% from 2Q 2024). Profit margin: 36% (up from 33% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 2.1% 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 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공시 • Oct 07USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 10,000,000 shares, representing 2.08% for ¥10,000 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 2.08% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to improve corporate value, improving capital efficiency and to improve shareholder returns. The program is valid till March 31, 2025 . As of August 31, 2024, the company has 480,979,778 issued shares (excluding treasury stock) and 33,020,222 treasury shares.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.60 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
공시 • Aug 27USS Co., Ltd. to Report Q2, 2025 Results on Nov 05, 2024USS Co., Ltd. announced that they will report Q2, 2025 results on Nov 05, 2024
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥19.26 (vs JP¥16.65 in 1Q 2024)First quarter 2025 results: EPS: JP¥19.26 (up from JP¥16.65 in 1Q 2024). Revenue: JP¥25.6b (up 7.2% from 1Q 2024). Net income: JP¥9.25b (up 14% from 1Q 2024). Profit margin: 36% (up from 34% 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 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 05Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to JP¥1,155. The fair value is estimated to be JP¥1,554, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥20.10 announcedShareholders will receive a dividend of JP¥20.10. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 4.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 02USS Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024USS Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
공시 • May 10USS Co., Ltd., Annual General Meeting, Jun 25, 2024USS Co., Ltd., Annual General Meeting, Jun 25, 2024.
New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
New Risk • Mar 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 113% Dividend yield: 6.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.40 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
공시 • Mar 02USS Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024USS Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥34.58 (vs JP¥29.68 in 3Q 2023)Third quarter 2024 results: EPS: JP¥34.58 (up from JP¥29.68 in 3Q 2023). Revenue: JP¥23.4b (up 6.6% from 3Q 2023). Net income: JP¥8.30b (up 14% from 3Q 2023). Profit margin: 35% (up from 33% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jan 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥2,885. The fair value is estimated to be JP¥2,391, however this is not to be taken as a sell 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 39%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are also forecast to grow by 0.1% per annum over the same time period.
Price Target Changed • Dec 30Price target increased by 7.1% to JP¥2,710Up from JP¥2,530, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥2,836. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥136 for next year compared to JP¥123 last year.
공시 • Nov 27USS Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024USS Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥33.57 (vs JP¥29.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.57 (up from JP¥29.35 in 2Q 2023). Revenue: JP¥24.2b (up 14% from 2Q 2023). Net income: JP¥8.06b (up 12% from 2Q 2023). Profit margin: 33% (in line with 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥34.70 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
공시 • Aug 27USS Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023USS Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥33.29 (vs JP¥30.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥33.29 (up from JP¥30.39 in 1Q 2023). Revenue: JP¥23.9b (up 13% from 1Q 2023). Net income: JP¥8.10b (up 8.9% from 1Q 2023). Profit margin: 34% (down from 35% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% 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 increased by 34% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공시 • Jun 22USS Co., Ltd. (TSE:4732) announces an Equity Buyback for 5,000,000 shares, for ¥12,500 million.USS Co., Ltd. (TSE:4732) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.04% of its issued share capital (excluding treasury stock), for a total purchase price of ¥12,500 million. The purpose of the program is to improve corporate value, business expansion through investment and capital policies and to improve shareholder returns. As of March 31, 2023, the company has 244,627,014 issued shares (excluding treasury stock) and 12,372,986 treasury shares.
Reported Earnings • Jun 22Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 1.8% 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 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • Jun 19USS Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023USS Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 10Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: JP¥123 (up from JP¥120 in FY 2022). Revenue: JP¥88.8b (up 9.0% from FY 2022). Net income: JP¥30.0b (flat on FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 5.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.80 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥29.68 (vs JP¥32.18 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.68 (down from JP¥32.18 in 3Q 2022). Revenue: JP¥22.0b (up 11% from 3Q 2022). Net income: JP¥7.26b (down 9.2% from 3Q 2022). Profit margin: 33% (down from 40% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Dec 01USS Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023USS Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 10Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥29.35 (up from JP¥27.57 in 2Q 2022). Revenue: JP¥21.3b (up 9.7% from 2Q 2022). Net income: JP¥7.18b (up 4.4% from 2Q 2022). Profit margin: 34% (down from 35% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.70 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥30.39 (vs JP¥29.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.39 (up from JP¥29.47 in 1Q 2022). Revenue: JP¥21.1b (up 3.8% from 1Q 2022). Net income: JP¥7.44b (up 1.2% from 1Q 2022). Profit margin: 35% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 3.0%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Board Change • Aug 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Jul 18High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. 2 highly experienced directors. President, Representative Director & COO Dai Seta is the most experienced director on the board, commencing their role in 2004. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Price Target Changed • Jun 30Price target increased to JP¥2,302Up from JP¥2,128, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,349. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥120 last year.
Reported Earnings • Jun 26Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 3.7%, compared to a 7.5% growth forecast for the retail industry in Japan.
Price Target Changed • May 15Price target increased to JP¥2,228Up from JP¥2,003, the current price target is an average from 4 analysts. New target price is 11% below last closing price of JP¥2,513. Stock is up 31% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥120 last year.
Reported Earnings • May 11Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥120 (up from JP¥16.13 in FY 2021). Revenue: JP¥81.5b (up 8.8% from FY 2021). Net income: JP¥29.7b (up JP¥25.7b from FY 2021). Profit margin: 37% (up from 5.4% in FY 2021). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.0%. Over the next year, revenue is forecast to stay flat compared to a 7.4% growth forecast for the 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 6% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.20 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 16 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 08Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥32.18 (up from JP¥27.16 in 3Q 2021). Revenue: JP¥19.8b (flat on 3Q 2021). Net income: JP¥8.00b (up 18% from 3Q 2021). Profit margin: 40% (up from 34% in 3Q 2021). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 80%. Over the next year, revenue is forecast to grow 1.4%, compared to a 7.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
