View Financial HealthIDOM 배당 및 자사주 매입배당 기준 점검 3/6IDOM 수익으로 충분히 충당되는 현재 수익률 3.23% 보유한 배당금 지급 회사입니다. 다음 지급일은 27th May, 2026 이며 배당락일은 다음과 같습니다. 26th February, 2026.핵심 정보3.2%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률4.2%배당 성장률17.1%다음 배당 지급일27 May 26배당락일26 Feb 26주당 배당금n/a배당 성향30%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Feb 19Upcoming dividend of JP¥21.92 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).분석 기사 • Jan 15IDOM (TSE:7599) Is Paying Out A Larger Dividend Than Last YearIDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...분석 기사 • Nov 14IDOM (TSE:7599) Is Increasing Its Dividend To ¥21.92IDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...Declared Dividend • Nov 14First half dividend of JP¥21.92 announcedShareholders will receive a dividend of JP¥21.92. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 21Upcoming dividend of JP¥22.41 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 13 November 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).분석 기사 • Jul 17IDOM (TSE:7599) Has Announced That It Will Be Increasing Its Dividend To ¥22.41The board of IDOM Inc. ( TSE:7599 ) has announced that it will be paying its dividend of ¥22.41 on the 13th of...모든 업데이트 보기Recent updates분석 기사 • Apr 15Earnings Miss: IDOM Inc. Missed EPS By 6.1% And Analysts Are Revising Their ForecastsLast week, you might have seen that IDOM Inc. ( TSE:7599 ) released its full-year result to the market. The early...공시 • Apr 14IDOM Inc. to Report Q1, 2027 Results on Jul 14, 2026IDOM Inc. announced that they will report Q1, 2027 results on Jul 14, 2026Reported Earnings • Apr 14Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥119 (down from JP¥134 in FY 2025). Revenue: JP¥562.8b (up 13% from FY 2025). Net income: JP¥11.9b (down 11% from FY 2025). Profit margin: 2.1% (down from 2.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 5.1% 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 2% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 13IDOM Inc., Annual General Meeting, May 26, 2026IDOM Inc., Annual General Meeting, May 26, 2026.Upcoming Dividend • Feb 19Upcoming dividend of JP¥21.92 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).분석 기사 • Jan 17IDOM Inc. Just Beat Revenue Estimates By 8.6%It's been a good week for IDOM Inc. ( TSE:7599 ) shareholders, because the company has just released its latest...분석 기사 • Jan 15IDOM (TSE:7599) Is Paying Out A Larger Dividend Than Last YearIDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...Reported Earnings • Jan 14Third quarter 2026 earnings released: EPS: JP¥39.07 (vs JP¥33.03 in 3Q 2025)Third quarter 2026 results: EPS: JP¥39.07 (up from JP¥33.03 in 3Q 2025). Revenue: JP¥148.4b (up 13% from 3Q 2025). Net income: JP¥3.92b (up 18% from 3Q 2025). Profit margin: 2.6% (in line with 3Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 14+ 1 more updateIDOM Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026IDOM Inc. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company reported expects net sales to be JPY 546,800 million. Operating profit to be JPY 20,100 million. Profit attributable to owners of parent to be JPY 12,500 million. Basic earnings per share to be JPY 124.49.분석 기사 • Nov 14IDOM (TSE:7599) Is Increasing Its Dividend To ¥21.92IDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...Declared Dividend • Nov 14First half dividend of JP¥21.92 announcedShareholders will receive a dividend of JP¥21.92. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Oct 28IDOM's (TSE:7599) Anemic Earnings Might Be Worse Than You ThinkIDOM Inc.'s ( TSE:7599 ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...분석 기사 • Oct 16IDOM Inc. (TSE:7599) Half-Year Results: Here's What Analysts Are Forecasting For This YearInvestors in IDOM Inc. ( TSE:7599 ) had a good week, as its shares rose 5.9% to close at JP¥1,158 following the release...Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥28.73 (vs JP¥35.70 in 2Q 2025)Second quarter 2026 results: EPS: JP¥28.73 (down from JP¥35.70 in 2Q 2025). Revenue: JP¥134.6b (up 7.6% from 2Q 2025). Net income: JP¥2.89b (down 20% from 2Q 2025). Profit margin: 2.1% (down from 2.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 21Upcoming dividend of JP¥22.41 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 13 November 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).Price Target Changed • Aug 02Price target decreased by 7.6% to JP¥1,572Down from JP¥1,702, the current price target is an average from 5 analysts. New target price is 58% above last closing price of JP¥992. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥137 for next year compared to JP¥134 last year.분석 기사 • Jul 18Revenue Beat: IDOM Inc. Exceeded Revenue Forecasts By 6.2% And Analysts Are Updating Their EstimatesIt's been a sad week for IDOM Inc. ( TSE:7599 ), who've watched their investment drop 12% to JP¥985 in the week since...분석 기사 • Jul 17IDOM (TSE:7599) Has Announced That It Will Be Increasing Its Dividend To ¥22.41The board of IDOM Inc. ( TSE:7599 ) has announced that it will be paying its dividend of ¥22.41 on the 13th of...분석 기사 • Jul 15Investors Will Want IDOM's (TSE:7599) Growth In ROCE To PersistFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Jul 15First quarter 2026 earnings released: EPS: JP¥22.69 (vs JP¥28.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.69 (down from JP¥28.89 in 1Q 2025). Revenue: JP¥138.5b (up 11% from 1Q 2025). Net income: JP¥2.28b (down 22% from 1Q 2025). Profit margin: 1.6% (down from 2.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% 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 remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.분석 기사 • Jun 18IDOM (TSE:7599) Will Pay A Larger Dividend Than Last Year At ¥22.41IDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥22.41 on 13th of...Declared Dividend • Jun 18Final dividend of JP¥22.41 announcedShareholders will receive a dividend of JP¥22.41. Ex-date: 28th August 2025 Payment date: 13th November 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 17IDOM Inc. to Report Q3, 2026 Results on Jan 13, 2026IDOM Inc. announced that they will report Q3, 2026 results on Jan 13, 2026Reported Earnings • Jun 03Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥114 in FY 2024). Revenue: JP¥496.7b (up 18% from FY 2024). Net income: JP¥13.4b (up 18% from FY 2024). Profit margin: 2.7% (in line with FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 6.2% 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 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 21IDOM Inc. to Report Q2, 2026 Results on Oct 15, 2025IDOM Inc. announced that they will report Q2, 2026 results on Oct 15, 2025New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change).분석 기사 • Apr 24IDOM's (TSE:7599) Shareholders May Want To Dig Deeper Than Statutory ProfitIDOM Inc.'s ( TSE:7599 ) stock didn't jump after it announced some healthy earnings. We think that investors might be...Reported Earnings • Apr 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥114 in FY 2024). Revenue: JP¥496.7b (up 18% from FY 2024). Net income: JP¥13.4b (up 18% from FY 2024). Profit margin: 2.7% (in line with FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 7.1% 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 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 12IDOM Inc. to Report Q1, 2026 Results on Jul 14, 2025IDOM Inc. announced that they will report Q1, 2026 results on Jul 14, 2025공시 • Apr 11+ 1 more updateIDOM Inc., Annual General Meeting, May 27, 2025IDOM Inc., Annual General Meeting, May 27, 2025.Buy Or Sell Opportunity • Apr 04Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥1,111. The fair value is estimated to be JP¥1,454, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 1.2% to JP¥1,106. The fair value is estimated to be JP¥1,391, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Upcoming Dividend • Feb 20Upcoming dividend of JP¥21.25 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 29 May 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).공시 • Jan 29IDOM Inc. to Report Fiscal Year 2025 Results on Apr 11, 2025IDOM Inc. announced that they will report fiscal year 2025 results on Apr 11, 2025분석 기사 • Jan 18IDOM Inc. Just Recorded A 19% Revenue Beat: Here's What Analysts ThinkLast week, you might have seen that IDOM Inc. ( TSE:7599 ) released its third-quarter result to the market. The early...Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥33.03 (vs JP¥24.04 in 3Q 2024)Third quarter 2025 results: EPS: JP¥33.03 (up from JP¥24.04 in 3Q 2024). Revenue: JP¥130.9b (up 26% from 3Q 2024). Net income: JP¥3.32b (up 37% from 3Q 2024). Profit margin: 2.5% (up from 2.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Oct 22We Think You Should Be Aware Of Some Concerning Factors In IDOM's (TSE:7599) EarningsIDOM Inc. ( TSE:7599 ) just released a solid earnings report, and the stock displayed some strength. However, we think...Buy Or Sell Opportunity • Oct 22Now 33% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to JP¥1,031. The fair value is estimated to be JP¥1,538, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥35.70 (vs JP¥29.43 in 2Q 2024)Second quarter 2025 results: EPS: JP¥35.70 (up from JP¥29.43 in 2Q 2024). Revenue: JP¥125.1b (up 27% from 2Q 2024). Net income: JP¥3.58b (up 21% from 2Q 2024). Profit margin: 2.9% (in line with 2Q 2024). Revenue is forecast to grow 5.2% 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 14% per year whereas the company’s share price has increased by 18% per year.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,248, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,746 per share.분석 기사 • Sep 10Is There An Opportunity With IDOM Inc.'s (TSE:7599) 40% Undervaluation?Key Insights The projected fair value for IDOM is JP¥1,764 based on 2 Stage Free Cash Flow to Equity IDOM's JP¥1,060...Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.02 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).분석 기사 • Aug 05Investors Give IDOM Inc. (TSE:7599) Shares A 30% HidingThe IDOM Inc. ( TSE:7599 ) share price has fared very poorly over the last month, falling by a substantial 30%. Looking...Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,161, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,503 per share.Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥28.89 (vs JP¥18.60 in 1Q 2024)First quarter 2025 results: EPS: JP¥28.89 (up from JP¥18.60 in 1Q 2024). Revenue: JP¥124.6b (up 18% from 1Q 2024). Net income: JP¥2.90b (up 55% from 1Q 2024). Profit margin: 2.3% (up from 1.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% 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 • Jul 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,229. The fair value is estimated to be JP¥1,571, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.5% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.공시 • Jun 29+ 2 more updatesIDOM Inc. to Report Q3, 2025 Results on Jan 14, 2025IDOM Inc. announced that they will report Q3, 2025 results on Jan 14, 2025분석 기사 • Jun 17These 4 Measures Indicate That IDOM (TSE:7599) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Jun 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥114 (down from JP¥141 in FY 2023). Revenue: JP¥419.9b (flat on FY 2023). Net income: JP¥11.4b (down 20% from FY 2023). Profit margin: 2.7% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 6.5% 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 30% per year whereas the company’s share price has increased by 28% per year.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,370, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 133% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,587 per share.분석 기사 • Apr 16IDOM Inc. (TSE:7599) Held Back By Insufficient Growth Even After Shares Climb 39%Despite an already strong run, IDOM Inc. ( TSE:7599 ) shares have been powering on, with a gain of 39% in the last...New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥114 (down from JP¥141 in FY 2023). Revenue: JP¥419.9b (flat on FY 2023). Net income: JP¥11.4b (down 20% from FY 2023). Profit margin: 2.7% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • Apr 14IDOM Inc., Annual General Meeting, May 28, 2024IDOM Inc., Annual General Meeting, May 28, 2024.Price Target Changed • Mar 21Price target increased by 11% to JP¥1,158Up from JP¥1,048, the current price target is an average from 4 analysts. New target price is 11% above last closing price of JP¥1,040. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥97.36 for next year compared to JP¥141 last year.Upcoming Dividend • Feb 21Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 29 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Price Target Changed • Feb 14Price target decreased by 7.2% to JP¥973Down from JP¥1,048, the current price target is an average from 4 analysts. New target price is 6.5% above last closing price of JP¥913. Stock is up 5.2% over the past year. The company is forecast to post earnings per share of JP¥102 for next year compared to JP¥141 last year.Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥24.04 (vs JP¥36.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.04 (down from JP¥36.88 in 3Q 2023). Revenue: JP¥104.0b (up 5.3% from 3Q 2023). Net income: JP¥2.41b (down 35% from 3Q 2023). Profit margin: 2.3% (down from 3.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.공시 • Jan 13IDOM Inc. to Report Fiscal Year 2024 Results on Apr 12, 2024IDOM Inc. announced that they will report fiscal year 2024 results on Apr 12, 2024Price Target Changed • Dec 17Price target decreased by 9.5% to JP¥1,023Down from JP¥1,130, the current price target is an average from 4 analysts. New target price is 12% above last closing price of JP¥917. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥141 last year.Reported Earnings • Oct 16Second quarter 2024 earnings released: EPS: JP¥29.43 (vs JP¥21.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.43 (up from JP¥21.30 in 2Q 2023). Revenue: JP¥98.4b (up 9.5% from 2Q 2023). Net income: JP¥2.96b (up 38% from 2Q 2023). Profit margin: 3.0% (up from 2.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% 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 46% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Price Target Changed • Sep 20Price target decreased by 15% to JP¥1,130Down from JP¥1,330, the current price target is an average from 5 analysts. New target price is 61% above last closing price of JP¥703. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥141 last year.Upcoming Dividend • Aug 23Upcoming dividend of JP¥14.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 07 November 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change).Valuation Update With 7 Day Price Move • Jul 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥782, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,162 per share.Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥18.60 (vs JP¥53.55 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.60 (down from JP¥53.55 in 1Q 2023). Revenue: JP¥105.3b (down 22% from 1Q 2023). Net income: JP¥1.87b (down 65% from 1Q 2023). Profit margin: 1.8% (down from 4.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% 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 55% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Board Change • Jun 29Less 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. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 02Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥141 (up from JP¥108 in FY 2022). Revenue: JP¥416.5b (down 9.4% from FY 2022). Net income: JP¥14.2b (up 32% from FY 2022). Profit margin: 3.4% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥141 (up from JP¥108 in FY 2022). Revenue: JP¥416.5b (down 9.4% from FY 2022). Net income: JP¥14.2b (up 32% from FY 2022). Profit margin: 3.4% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. 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 61% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.20 per share at 2.2% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 1.7% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Price Target Changed • Jan 17Price target increased to JP¥1,235Up from JP¥1,145, the current price target is an average from 4 analysts. New target price is 69% above last closing price of JP¥729. Stock is up 3.8% over the past year. The company is forecast to post earnings per share of JP¥133 for next year compared to JP¥108 last year.Reported Earnings • Jan 14Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥36.88 (up from JP¥34.13 in 3Q 2022). Revenue: JP¥98.8b (down 16% from 3Q 2022). Net income: JP¥3.70b (up 8.1% from 3Q 2022). Profit margin: 3.7% (up from 2.9% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 8.7%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 4.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less 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. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Oct 31IDOM Inc. to Report Q3, 2023 Results on Jan 13, 2023IDOM Inc. announced that they will report Q3, 2023 results on Jan 13, 2023Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥21.30 (vs JP¥25.49 in 2Q 2022)Second quarter 2023 results: EPS: JP¥21.30 (down from JP¥25.49 in 2Q 2022). Revenue: JP¥89.9b (down 19% from 2Q 2022). Net income: JP¥2.14b (down 16% from 2Q 2022). Profit margin: 2.4% (up from 2.3% in 2Q 2022). The increase in margin was driven by lower expenses. 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 60% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.20 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 07 November 2022. Payout ratio is a comfortable 3.4% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).공시 • Aug 03IDOM Inc. to Report Q2, 2023 Results on Oct 14, 2022IDOM Inc. announced that they will report Q2, 2023 results on Oct 14, 2022Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: JP¥53.55 (vs JP¥27.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥53.55 (up from JP¥27.41 in 1Q 2022). Revenue: JP¥135.6b (up 16% from 1Q 2022). Net income: JP¥5.38b (up 95% from 1Q 2022). Profit margin: 4.0% (up from 2.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 24% compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.공시 • Jul 08Swift Holdings Investments Pty Ltd completed the acquisition of IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd.Swift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on April 14, 2022. Swift Holdings Investments will acquire 1,267,811 shares of both the entities. The stock transfer is expected to happen by the end of June. Swift Holdings Investments Pty Ltd completed the acquisition of IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on July 7, 2022.Price Target Changed • Jun 10Price target decreased to JP¥1,073Down from JP¥1,167, the current price target is an average from 5 analysts. New target price is 47% above last closing price of JP¥728. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥108 last year.Reported Earnings • Jun 03Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥459.5b (up 21% from FY 2021). Net income: JP¥10.8b (up JP¥9.31b from FY 2021). Profit margin: 2.3% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 20% compared to a 7.5% growth forecast for the retail industry in Japan.Board Change • Apr 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. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 21IDOM Inc. to Report Q1, 2023 Results on Jul 14, 2022IDOM Inc. announced that they will report Q1, 2023 results on Jul 14, 2022Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥640, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥429 per share.Major Estimate Revision • Apr 21Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥452.5b to JP¥368.2b. EPS estimate increased from JP¥100 to JP¥117 per share. Net income forecast to grow 8.4% next year vs 3.7% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,167 to JP¥1,117. Share price fell 15% to JP¥640 over the past week.공시 • Apr 16+ 1 more updateSwift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd.Swift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on April 14, 2022. Swift Holdings Investments will acquire 1,267,811 shares of both the entities. The stock transfer is expected to happen by the end of June.Buying Opportunity • Apr 16Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.9%. The fair value is estimated to be JP¥902, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.Reported Earnings • Apr 15Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥108 (up from JP¥14.76 in FY 2021). Revenue: JP¥459.5b (up 21% from FY 2021). Net income: JP¥10.8b (up JP¥9.31b from FY 2021). Profit margin: 2.3% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is expected to shrink by 20% compared to a 6.6% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥681, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 115% over the past three years.Upcoming Dividend • Feb 18Upcoming dividend of JP¥2.30 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).Reported Earnings • Jan 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥34.13 (down from JP¥38.35 in 3Q 2021). Revenue: JP¥116.8b (up 12% from 3Q 2021). Net income: JP¥3.43b (down 11% from 3Q 2021). Profit margin: 2.9% (down from 3.7% in 3Q 2021). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 75%. Earnings per share (EPS) missed analyst estimates by 75%. Over the next year, revenue is forecast to grow 1.4%, compared to a 7.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS JP¥25.49 (vs JP¥22.80 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥110.8b (up 17% from 2Q 2021). Net income: JP¥2.56b (up 12% from 2Q 2021). Profit margin: 2.3% (down from 2.4% in 2Q 2021). 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 33% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥854, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Specialty Retail industry in Japan. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,671 per share.Upcoming Dividend • Aug 23Upcoming dividend of JP¥2.30 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 06 November 2021. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.1%). Lower than average of industry peers (1.4%).지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 7599 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 7599 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장IDOM 배당 수익률 vs 시장7599의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (7599)3.2%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.7%업계 평균 (Specialty Retail)1.4%분석가 예측 (7599) (최대 3년)4.2%주목할만한 배당금: 7599 의 배당금( 3.23% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.72% )보다 높습니다.고배당: 7599 의 배당금( 3.23% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.75% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 30% )로 7599 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 7599 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 10:36종가2026/05/25 00:00수익2026/02/28연간 수익2026/02/28데이터 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 소스IDOM Inc.는 9명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jiro KojimaDaiwa Securities Co. Ltd.Naoki FurukawaGoldman SachsHiroyuki TeradaHaitong International Research Limited6명의 분석가 더 보기
Upcoming Dividend • Feb 19Upcoming dividend of JP¥21.92 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
분석 기사 • Jan 15IDOM (TSE:7599) Is Paying Out A Larger Dividend Than Last YearIDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...
분석 기사 • Nov 14IDOM (TSE:7599) Is Increasing Its Dividend To ¥21.92IDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...
Declared Dividend • Nov 14First half dividend of JP¥21.92 announcedShareholders will receive a dividend of JP¥21.92. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥22.41 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 13 November 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
분석 기사 • Jul 17IDOM (TSE:7599) Has Announced That It Will Be Increasing Its Dividend To ¥22.41The board of IDOM Inc. ( TSE:7599 ) has announced that it will be paying its dividend of ¥22.41 on the 13th of...
분석 기사 • Apr 15Earnings Miss: IDOM Inc. Missed EPS By 6.1% And Analysts Are Revising Their ForecastsLast week, you might have seen that IDOM Inc. ( TSE:7599 ) released its full-year result to the market. The early...
공시 • Apr 14IDOM Inc. to Report Q1, 2027 Results on Jul 14, 2026IDOM Inc. announced that they will report Q1, 2027 results on Jul 14, 2026
Reported Earnings • Apr 14Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥119 (down from JP¥134 in FY 2025). Revenue: JP¥562.8b (up 13% from FY 2025). Net income: JP¥11.9b (down 11% from FY 2025). Profit margin: 2.1% (down from 2.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 5.1% 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 2% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 13IDOM Inc., Annual General Meeting, May 26, 2026IDOM Inc., Annual General Meeting, May 26, 2026.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥21.92 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
분석 기사 • Jan 17IDOM Inc. Just Beat Revenue Estimates By 8.6%It's been a good week for IDOM Inc. ( TSE:7599 ) shareholders, because the company has just released its latest...
분석 기사 • Jan 15IDOM (TSE:7599) Is Paying Out A Larger Dividend Than Last YearIDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...
Reported Earnings • Jan 14Third quarter 2026 earnings released: EPS: JP¥39.07 (vs JP¥33.03 in 3Q 2025)Third quarter 2026 results: EPS: JP¥39.07 (up from JP¥33.03 in 3Q 2025). Revenue: JP¥148.4b (up 13% from 3Q 2025). Net income: JP¥3.92b (up 18% from 3Q 2025). Profit margin: 2.6% (in line with 3Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 14+ 1 more updateIDOM Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026IDOM Inc. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company reported expects net sales to be JPY 546,800 million. Operating profit to be JPY 20,100 million. Profit attributable to owners of parent to be JPY 12,500 million. Basic earnings per share to be JPY 124.49.
분석 기사 • Nov 14IDOM (TSE:7599) Is Increasing Its Dividend To ¥21.92IDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥21.92 on 28th of...
Declared Dividend • Nov 14First half dividend of JP¥21.92 announcedShareholders will receive a dividend of JP¥21.92. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Oct 28IDOM's (TSE:7599) Anemic Earnings Might Be Worse Than You ThinkIDOM Inc.'s ( TSE:7599 ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...
분석 기사 • Oct 16IDOM Inc. (TSE:7599) Half-Year Results: Here's What Analysts Are Forecasting For This YearInvestors in IDOM Inc. ( TSE:7599 ) had a good week, as its shares rose 5.9% to close at JP¥1,158 following the release...
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥28.73 (vs JP¥35.70 in 2Q 2025)Second quarter 2026 results: EPS: JP¥28.73 (down from JP¥35.70 in 2Q 2025). Revenue: JP¥134.6b (up 7.6% from 2Q 2025). Net income: JP¥2.89b (down 20% from 2Q 2025). Profit margin: 2.1% (down from 2.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥22.41 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 13 November 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
Price Target Changed • Aug 02Price target decreased by 7.6% to JP¥1,572Down from JP¥1,702, the current price target is an average from 5 analysts. New target price is 58% above last closing price of JP¥992. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥137 for next year compared to JP¥134 last year.
분석 기사 • Jul 18Revenue Beat: IDOM Inc. Exceeded Revenue Forecasts By 6.2% And Analysts Are Updating Their EstimatesIt's been a sad week for IDOM Inc. ( TSE:7599 ), who've watched their investment drop 12% to JP¥985 in the week since...
분석 기사 • Jul 17IDOM (TSE:7599) Has Announced That It Will Be Increasing Its Dividend To ¥22.41The board of IDOM Inc. ( TSE:7599 ) has announced that it will be paying its dividend of ¥22.41 on the 13th of...
분석 기사 • Jul 15Investors Will Want IDOM's (TSE:7599) Growth In ROCE To PersistFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Jul 15First quarter 2026 earnings released: EPS: JP¥22.69 (vs JP¥28.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥22.69 (down from JP¥28.89 in 1Q 2025). Revenue: JP¥138.5b (up 11% from 1Q 2025). Net income: JP¥2.28b (down 22% from 1Q 2025). Profit margin: 1.6% (down from 2.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% 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 remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
분석 기사 • Jun 18IDOM (TSE:7599) Will Pay A Larger Dividend Than Last Year At ¥22.41IDOM Inc.'s ( TSE:7599 ) dividend will be increasing from last year's payment of the same period to ¥22.41 on 13th of...
Declared Dividend • Jun 18Final dividend of JP¥22.41 announcedShareholders will receive a dividend of JP¥22.41. Ex-date: 28th August 2025 Payment date: 13th November 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 17IDOM Inc. to Report Q3, 2026 Results on Jan 13, 2026IDOM Inc. announced that they will report Q3, 2026 results on Jan 13, 2026
Reported Earnings • Jun 03Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥114 in FY 2024). Revenue: JP¥496.7b (up 18% from FY 2024). Net income: JP¥13.4b (up 18% from FY 2024). Profit margin: 2.7% (in line with FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 6.2% 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 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 21IDOM Inc. to Report Q2, 2026 Results on Oct 15, 2025IDOM Inc. announced that they will report Q2, 2026 results on Oct 15, 2025
New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change).
분석 기사 • Apr 24IDOM's (TSE:7599) Shareholders May Want To Dig Deeper Than Statutory ProfitIDOM Inc.'s ( TSE:7599 ) stock didn't jump after it announced some healthy earnings. We think that investors might be...
Reported Earnings • Apr 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥114 in FY 2024). Revenue: JP¥496.7b (up 18% from FY 2024). Net income: JP¥13.4b (up 18% from FY 2024). Profit margin: 2.7% (in line with FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 7.1% 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 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 12IDOM Inc. to Report Q1, 2026 Results on Jul 14, 2025IDOM Inc. announced that they will report Q1, 2026 results on Jul 14, 2025
공시 • Apr 11+ 1 more updateIDOM Inc., Annual General Meeting, May 27, 2025IDOM Inc., Annual General Meeting, May 27, 2025.
Buy Or Sell Opportunity • Apr 04Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥1,111. The fair value is estimated to be JP¥1,454, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 1.2% to JP¥1,106. The fair value is estimated to be JP¥1,391, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥21.25 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 29 May 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
공시 • Jan 29IDOM Inc. to Report Fiscal Year 2025 Results on Apr 11, 2025IDOM Inc. announced that they will report fiscal year 2025 results on Apr 11, 2025
분석 기사 • Jan 18IDOM Inc. Just Recorded A 19% Revenue Beat: Here's What Analysts ThinkLast week, you might have seen that IDOM Inc. ( TSE:7599 ) released its third-quarter result to the market. The early...
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥33.03 (vs JP¥24.04 in 3Q 2024)Third quarter 2025 results: EPS: JP¥33.03 (up from JP¥24.04 in 3Q 2024). Revenue: JP¥130.9b (up 26% from 3Q 2024). Net income: JP¥3.32b (up 37% from 3Q 2024). Profit margin: 2.5% (up from 2.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Oct 22We Think You Should Be Aware Of Some Concerning Factors In IDOM's (TSE:7599) EarningsIDOM Inc. ( TSE:7599 ) just released a solid earnings report, and the stock displayed some strength. However, we think...
Buy Or Sell Opportunity • Oct 22Now 33% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to JP¥1,031. The fair value is estimated to be JP¥1,538, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥35.70 (vs JP¥29.43 in 2Q 2024)Second quarter 2025 results: EPS: JP¥35.70 (up from JP¥29.43 in 2Q 2024). Revenue: JP¥125.1b (up 27% from 2Q 2024). Net income: JP¥3.58b (up 21% from 2Q 2024). Profit margin: 2.9% (in line with 2Q 2024). Revenue is forecast to grow 5.2% 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 14% per year whereas the company’s share price has increased by 18% per year.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,248, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,746 per share.
분석 기사 • Sep 10Is There An Opportunity With IDOM Inc.'s (TSE:7599) 40% Undervaluation?Key Insights The projected fair value for IDOM is JP¥1,764 based on 2 Stage Free Cash Flow to Equity IDOM's JP¥1,060...
Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.02 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
분석 기사 • Aug 05Investors Give IDOM Inc. (TSE:7599) Shares A 30% HidingThe IDOM Inc. ( TSE:7599 ) share price has fared very poorly over the last month, falling by a substantial 30%. Looking...
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,161, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,503 per share.
Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥28.89 (vs JP¥18.60 in 1Q 2024)First quarter 2025 results: EPS: JP¥28.89 (up from JP¥18.60 in 1Q 2024). Revenue: JP¥124.6b (up 18% from 1Q 2024). Net income: JP¥2.90b (up 55% from 1Q 2024). Profit margin: 2.3% (up from 1.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% 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 • Jul 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,229. The fair value is estimated to be JP¥1,571, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.5% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
공시 • Jun 29+ 2 more updatesIDOM Inc. to Report Q3, 2025 Results on Jan 14, 2025IDOM Inc. announced that they will report Q3, 2025 results on Jan 14, 2025
분석 기사 • Jun 17These 4 Measures Indicate That IDOM (TSE:7599) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Jun 01Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥114 (down from JP¥141 in FY 2023). Revenue: JP¥419.9b (flat on FY 2023). Net income: JP¥11.4b (down 20% from FY 2023). Profit margin: 2.7% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 6.5% 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 30% per year whereas the company’s share price has increased by 28% per year.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,370, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 133% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,587 per share.
분석 기사 • Apr 16IDOM Inc. (TSE:7599) Held Back By Insufficient Growth Even After Shares Climb 39%Despite an already strong run, IDOM Inc. ( TSE:7599 ) shares have been powering on, with a gain of 39% in the last...
New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥114 (down from JP¥141 in FY 2023). Revenue: JP¥419.9b (flat on FY 2023). Net income: JP¥11.4b (down 20% from FY 2023). Profit margin: 2.7% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • Apr 14IDOM Inc., Annual General Meeting, May 28, 2024IDOM Inc., Annual General Meeting, May 28, 2024.
Price Target Changed • Mar 21Price target increased by 11% to JP¥1,158Up from JP¥1,048, the current price target is an average from 4 analysts. New target price is 11% above last closing price of JP¥1,040. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥97.36 for next year compared to JP¥141 last year.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥18.75 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 29 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Price Target Changed • Feb 14Price target decreased by 7.2% to JP¥973Down from JP¥1,048, the current price target is an average from 4 analysts. New target price is 6.5% above last closing price of JP¥913. Stock is up 5.2% over the past year. The company is forecast to post earnings per share of JP¥102 for next year compared to JP¥141 last year.
Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥24.04 (vs JP¥36.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.04 (down from JP¥36.88 in 3Q 2023). Revenue: JP¥104.0b (up 5.3% from 3Q 2023). Net income: JP¥2.41b (down 35% from 3Q 2023). Profit margin: 2.3% (down from 3.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
공시 • Jan 13IDOM Inc. to Report Fiscal Year 2024 Results on Apr 12, 2024IDOM Inc. announced that they will report fiscal year 2024 results on Apr 12, 2024
Price Target Changed • Dec 17Price target decreased by 9.5% to JP¥1,023Down from JP¥1,130, the current price target is an average from 4 analysts. New target price is 12% above last closing price of JP¥917. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥141 last year.
Reported Earnings • Oct 16Second quarter 2024 earnings released: EPS: JP¥29.43 (vs JP¥21.30 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.43 (up from JP¥21.30 in 2Q 2023). Revenue: JP¥98.4b (up 9.5% from 2Q 2023). Net income: JP¥2.96b (up 38% from 2Q 2023). Profit margin: 3.0% (up from 2.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% 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 46% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Sep 20Price target decreased by 15% to JP¥1,130Down from JP¥1,330, the current price target is an average from 5 analysts. New target price is 61% above last closing price of JP¥703. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥141 last year.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥14.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 07 November 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).
New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change).
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥782, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,162 per share.
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥18.60 (vs JP¥53.55 in 1Q 2023)First quarter 2024 results: EPS: JP¥18.60 (down from JP¥53.55 in 1Q 2023). Revenue: JP¥105.3b (down 22% from 1Q 2023). Net income: JP¥1.87b (down 65% from 1Q 2023). Profit margin: 1.8% (down from 4.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% 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 55% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Board Change • Jun 29Less 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. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 02Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥141 (up from JP¥108 in FY 2022). Revenue: JP¥416.5b (down 9.4% from FY 2022). Net income: JP¥14.2b (up 32% from FY 2022). Profit margin: 3.4% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥141 (up from JP¥108 in FY 2022). Revenue: JP¥416.5b (down 9.4% from FY 2022). Net income: JP¥14.2b (up 32% from FY 2022). Profit margin: 3.4% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. 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 61% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.20 per share at 2.2% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 1.7% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Price Target Changed • Jan 17Price target increased to JP¥1,235Up from JP¥1,145, the current price target is an average from 4 analysts. New target price is 69% above last closing price of JP¥729. Stock is up 3.8% over the past year. The company is forecast to post earnings per share of JP¥133 for next year compared to JP¥108 last year.
Reported Earnings • Jan 14Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥36.88 (up from JP¥34.13 in 3Q 2022). Revenue: JP¥98.8b (down 16% from 3Q 2022). Net income: JP¥3.70b (up 8.1% from 3Q 2022). Profit margin: 3.7% (up from 2.9% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 8.7%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 4.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less 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. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Oct 31IDOM Inc. to Report Q3, 2023 Results on Jan 13, 2023IDOM Inc. announced that they will report Q3, 2023 results on Jan 13, 2023
Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥21.30 (vs JP¥25.49 in 2Q 2022)Second quarter 2023 results: EPS: JP¥21.30 (down from JP¥25.49 in 2Q 2022). Revenue: JP¥89.9b (down 19% from 2Q 2022). Net income: JP¥2.14b (down 16% from 2Q 2022). Profit margin: 2.4% (up from 2.3% in 2Q 2022). The increase in margin was driven by lower expenses. 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 60% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.20 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 07 November 2022. Payout ratio is a comfortable 3.4% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
공시 • Aug 03IDOM Inc. to Report Q2, 2023 Results on Oct 14, 2022IDOM Inc. announced that they will report Q2, 2023 results on Oct 14, 2022
Reported Earnings • Jul 17First quarter 2023 earnings released: EPS: JP¥53.55 (vs JP¥27.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥53.55 (up from JP¥27.41 in 1Q 2022). Revenue: JP¥135.6b (up 16% from 1Q 2022). Net income: JP¥5.38b (up 95% from 1Q 2022). Profit margin: 4.0% (up from 2.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 24% compared to a 7.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
공시 • Jul 08Swift Holdings Investments Pty Ltd completed the acquisition of IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd.Swift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on April 14, 2022. Swift Holdings Investments will acquire 1,267,811 shares of both the entities. The stock transfer is expected to happen by the end of June. Swift Holdings Investments Pty Ltd completed the acquisition of IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on July 7, 2022.
Price Target Changed • Jun 10Price target decreased to JP¥1,073Down from JP¥1,167, the current price target is an average from 5 analysts. New target price is 47% above last closing price of JP¥728. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥108 last year.
Reported Earnings • Jun 03Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥459.5b (up 21% from FY 2021). Net income: JP¥10.8b (up JP¥9.31b from FY 2021). Profit margin: 2.3% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 20% compared to a 7.5% growth forecast for the retail industry in Japan.
Board Change • Apr 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. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 21IDOM Inc. to Report Q1, 2023 Results on Jul 14, 2022IDOM Inc. announced that they will report Q1, 2023 results on Jul 14, 2022
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥640, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥429 per share.
Major Estimate Revision • Apr 21Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥452.5b to JP¥368.2b. EPS estimate increased from JP¥100 to JP¥117 per share. Net income forecast to grow 8.4% next year vs 3.7% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,167 to JP¥1,117. Share price fell 15% to JP¥640 over the past week.
공시 • Apr 16+ 1 more updateSwift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd.Swift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on April 14, 2022. Swift Holdings Investments will acquire 1,267,811 shares of both the entities. The stock transfer is expected to happen by the end of June.
Buying Opportunity • Apr 16Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.9%. The fair value is estimated to be JP¥902, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.
Reported Earnings • Apr 15Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥108 (up from JP¥14.76 in FY 2021). Revenue: JP¥459.5b (up 21% from FY 2021). Net income: JP¥10.8b (up JP¥9.31b from FY 2021). Profit margin: 2.3% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is expected to shrink by 20% compared to a 6.6% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥681, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 115% over the past three years.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥2.30 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%).
Reported Earnings • Jan 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥34.13 (down from JP¥38.35 in 3Q 2021). Revenue: JP¥116.8b (up 12% from 3Q 2021). Net income: JP¥3.43b (down 11% from 3Q 2021). Profit margin: 2.9% (down from 3.7% in 3Q 2021). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 75%. Earnings per share (EPS) missed analyst estimates by 75%. Over the next year, revenue is forecast to grow 1.4%, compared to a 7.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS JP¥25.49 (vs JP¥22.80 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥110.8b (up 17% from 2Q 2021). Net income: JP¥2.56b (up 12% from 2Q 2021). Profit margin: 2.3% (down from 2.4% in 2Q 2021). 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 33% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥854, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Specialty Retail industry in Japan. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,671 per share.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥2.30 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 06 November 2021. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.1%). Lower than average of industry peers (1.4%).