Tay Two (7610) 주식 개요테이투는 도서, 홈 비디오 게임, 트레이딩 카드, 취미 용품, 스마트폰, CD, DVD, 의류 등을 구매 및 판매합니다. 자세히 보기7610 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장0/6과거 실적4/6재무 건전성6/6배당4/6강점공정 가치 추정치보다 낮은 75.4% 에서 거래지난 1년간 수익이 73.1% 증가했습니다.위험 분석지난 5년간 매년 수익이 15.1% 감소했습니다.불안정한 배당 실적의미 있는 시가총액이 없습니다(¥8B)모든 위험 점검 보기7610 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¥132.0013.1% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b69b2016201920222025202620282031Revenue JP¥69.3bEarnings JP¥1.4bAdvancedSet Fair ValueView all narrativesTay Two Co., Ltd. 경쟁사Daiwa CycleLtdSymbol: TSE:5888Market cap: JP¥8.0bHasegawaSymbol: TSE:8230Market cap: JP¥5.7bMarketEnterpriseLtdSymbol: TSE:3135Market cap: JP¥5.9bEnigmoSymbol: TSE:3665Market cap: JP¥14.3b가격 이력 및 성과Tay Two 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥132.0052주 최고가JP¥164.0052주 최저가JP¥130.00베타0.201개월 변동-8.33%3개월 변동-13.16%1년 변동-10.20%3년 변동-20.48%5년 변동100.00%IPO 이후 변동-67.00%최근 뉴스 및 업데이트공시 • May 19Tay Two Co., Ltd. (TSE:7610) announces an Equity Buyback for 1,852,000 shares, representing 2.89% for ¥248.17 million.Tay Two Co., Ltd. (TSE:7610) announces a share repurchase program. Under the program, the company will repurchase up to 1,852,000 shares, representing 2.89% of its issued share capital, for¥ 248.17 million. The shares will be repurchased at a purchase price of ¥ 134 per share. The purpose of the program is to improve capital efficiency and to prepare for a flexible capital strategy capable of responding to changes in the business environment. As of February 28, 2026, the company had 64,171,515 issued shares (excluding treasury stock) and 4,492,823 treasury shares.Reported Earnings • Apr 16Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Apr 14Tay Two Co., Ltd., Annual General Meeting, May 28, 2026Tay Two Co., Ltd., Annual General Meeting, May 28, 2026.공시 • Apr 07Tay Two Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Tay Two Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥3.33 (vs JP¥0.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.33 (up from JP¥0.66 in 3Q 2025). Revenue: JP¥10.7b (up 26% from 3Q 2025). Net income: JP¥212.0m (up 405% from 3Q 2025). Profit margin: 2.0% (up from 0.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.더 많은 업데이트 보기Recent updates공시 • May 19Tay Two Co., Ltd. (TSE:7610) announces an Equity Buyback for 1,852,000 shares, representing 2.89% for ¥248.17 million.Tay Two Co., Ltd. (TSE:7610) announces a share repurchase program. Under the program, the company will repurchase up to 1,852,000 shares, representing 2.89% of its issued share capital, for¥ 248.17 million. The shares will be repurchased at a purchase price of ¥ 134 per share. The purpose of the program is to improve capital efficiency and to prepare for a flexible capital strategy capable of responding to changes in the business environment. As of February 28, 2026, the company had 64,171,515 issued shares (excluding treasury stock) and 4,492,823 treasury shares.Reported Earnings • Apr 16Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Apr 14Tay Two Co., Ltd., Annual General Meeting, May 28, 2026Tay Two Co., Ltd., Annual General Meeting, May 28, 2026.공시 • Apr 07Tay Two Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Tay Two Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥3.33 (vs JP¥0.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.33 (up from JP¥0.66 in 3Q 2025). Revenue: JP¥10.7b (up 26% from 3Q 2025). Net income: JP¥212.0m (up 405% from 3Q 2025). Profit margin: 2.0% (up from 0.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • Nov 27Tay Two Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026Tay Two Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026분석 기사 • Oct 27Shareholders Can Be Confident That Tay Two's (TSE:7610) Earnings Are High QualityEven though Tay Two Co., Ltd.'s ( TSE:7610 ) recent earnings release was robust, the market didn't seem to notice. Our...Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥3.86 (vs JP¥1.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.86 (up from JP¥1.74 in 2Q 2025). Revenue: JP¥10.8b (up 17% from 2Q 2025). Net income: JP¥245.0m (up 123% from 2Q 2025). Profit margin: 2.3% (up from 1.2% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Sep 30Now 21% undervaluedOver the last 90 days, the stock has risen 2.8% to JP¥145. The fair value is estimated to be JP¥184, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.Buy Or Sell Opportunity • Sep 11Now 21% undervaluedOver the last 90 days, the stock has risen 7.4% to JP¥146. The fair value is estimated to be JP¥185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.Buy Or Sell Opportunity • Aug 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to JP¥145. The fair value is estimated to be JP¥184, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.분석 기사 • Aug 13Is Tay Two (TSE:7610) A Risky Investment?TSE:7610 1 Year Share Price vs Fair Value Explore Tay Two's Fair Values from the Community and select yours Warren...Buy Or Sell Opportunity • Aug 08Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥143. The fair value is estimated to be JP¥186, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.공시 • Jul 26Tay Two Co., Ltd. to Report Q2, 2026 Results on Oct 15, 2025Tay Two Co., Ltd. announced that they will report Q2, 2026 results on Oct 15, 2025Reported Earnings • Jul 17First quarter 2026 earnings releasedFirst quarter 2026 results: Net income: (down JP¥63.0m from profit in 1Q 2025).Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥7.93 (vs JP¥8.84 in FY 2024)Full year 2025 results: EPS: JP¥7.93 (down from JP¥8.84 in FY 2024). Revenue: JP¥36.5b (up 3.6% from FY 2024). Net income: JP¥501.0m (down 12% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.공시 • May 07Tay Two Co., Ltd. to Report Q1, 2026 Results on Jul 15, 2025Tay Two Co., Ltd. announced that they will report Q1, 2026 results on Jul 15, 2025분석 기사 • May 04Tay Two Co., Ltd.'s (TSE:7610) 28% Share Price Surge Not Quite Adding UpTay Two Co., Ltd. ( TSE:7610 ) shareholders would be excited to see that the share price has had a great month, posting...분석 기사 • Apr 21Tay Two's (TSE:7610) Conservative Accounting Might Explain Soft EarningsTay Two Co., Ltd.'s ( TSE:7610 ) stock was strong despite it releasing a soft earnings report last week. However, we...Reported Earnings • Apr 15Full year 2025 earnings released: EPS: JP¥7.93 (vs JP¥8.84 in FY 2024)Full year 2025 results: EPS: JP¥7.93 (down from JP¥8.84 in FY 2024). Revenue: JP¥36.5b (up 3.6% from FY 2024). Net income: JP¥501.0m (down 12% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.공시 • Apr 14Tay Two Co., Ltd., Annual General Meeting, May 29, 2025Tay Two Co., Ltd., Annual General Meeting, May 29, 2025.분석 기사 • Apr 03Does Tay Two (TSE:7610) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Feb 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 16 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).New Risk • Feb 14New 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 7.5% 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 Share price has been highly volatile over the past 3 months (7.5% average weekly change). Earnings have declined by 23% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (341% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (JP¥8.91b market cap, or US$58.3m).공시 • Feb 04Tay Two Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025Tay Two Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥0.66 (vs JP¥1.53 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.66 (down from JP¥1.53 in 3Q 2024). Revenue: JP¥8.46b (up 3.2% from 3Q 2024). Net income: JP¥42.0m (down 58% from 3Q 2024). Profit margin: 0.5% (down from 1.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.분석 기사 • Jan 10Market Might Still Lack Some Conviction On Tay Two Co., Ltd. (TSE:7610) Even After 28% Share Price BoostDespite an already strong run, Tay Two Co., Ltd. ( TSE:7610 ) shares have been powering on, with a gain of 28% in the...Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥122, the stock trades at a trailing P/E ratio of 58.9x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 69% over the past three years.New Risk • Jan 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 5.1% 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 Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (194% payout ratio). Share price has been volatile over the past 3 months (5.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (JP¥7.39b market cap, or US$47.0m).공시 • Nov 27Tay Two Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Tay Two Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥1.74 (vs JP¥5.23 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.74 (down from JP¥5.23 in 2Q 2024). Revenue: JP¥9.19b (up 7.1% from 2Q 2024). Net income: JP¥110.0m (down 68% from 2Q 2024). Profit margin: 1.2% (down from 4.0% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Aug 23Tay Two Co., Ltd. to Report Q2, 2025 Results on Oct 15, 2024Tay Two Co., Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024Buy Or Sell Opportunity • Aug 06Now 35% overvaluedOver the last 90 days, the stock has fallen 35% to JP¥86.00. The fair value is estimated to be JP¥63.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 13%.분석 기사 • Aug 05Tay Two Co., Ltd. (TSE:7610) May Have Run Too Fast Too Soon With Recent 37% Price PlummetThe Tay Two Co., Ltd. ( TSE:7610 ) share price has fared very poorly over the last month, falling by a substantial 37...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% 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 (6.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥4.66b market cap, or US$32.8m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥74.00, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 16% over the past three years.Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥1.00 (vs JP¥4.20 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.00 (down from JP¥4.20 in 1Q 2024). Revenue: JP¥8.30b (flat on 1Q 2024). Net income: JP¥63.0m (down 77% from 1Q 2024). Profit margin: 0.8% (down from 3.2% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Jun 06Full year 2024 earnings released: EPS: JP¥8.84 (vs JP¥15.53 in FY 2023)Full year 2024 results: EPS: JP¥8.84 (down from JP¥15.53 in FY 2023). Revenue: JP¥35.2b (up 13% from FY 2023). Net income: JP¥568.0m (down 43% from FY 2023). Profit margin: 1.6% (down from 3.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 30Tay Two Co., Ltd. to Report Q1, 2025 Results on Jul 16, 2024Tay Two Co., Ltd. announced that they will report Q1, 2025 results on Jul 16, 2024분석 기사 • Apr 22Tay Two's (TSE:7610) Soft Earnings Don't Show The Whole PictureThe market for Tay Two Co., Ltd.'s ( TSE:7610 ) shares didn't move much after it posted weak earnings recently. We...공시 • Apr 17Tay Two Co., Ltd., Annual General Meeting, May 30, 2024Tay Two Co., Ltd., Annual General Meeting, May 30, 2024.Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥8.84 (vs JP¥15.53 in FY 2023)Full year 2024 results: EPS: JP¥8.84 (down from JP¥15.53 in FY 2023). Revenue: JP¥35.2b (up 13% from FY 2023). Net income: JP¥568.0m (down 43% from FY 2023). Profit margin: 1.6% (down from 3.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Feb 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 13 May 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).공시 • Jan 31Tay Two Co., Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2024Tay Two Co., Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2024Reported Earnings • Jan 16Third quarter 2024 earnings released: EPS: JP¥1.53 (vs JP¥4.07 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.53 (down from JP¥4.07 in 3Q 2023). Revenue: JP¥8.19b (flat on 3Q 2023). Net income: JP¥99.0m (down 62% from 3Q 2023). Profit margin: 1.2% (down from 3.2% in 3Q 2023). 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 11% per year.New Risk • Nov 24New 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 Dividend is not well covered by cash flows (157% cash payout ratio). Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (3.0% net profit margin). Market cap is less than US$100m (JP¥9.22b market cap, or US$61.6m).공시 • Oct 29Tay Two Co., Ltd. to Report Q3, 2024 Results on Jan 15, 2024Tay Two Co., Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥5.23 (vs JP¥5.37 in 2Q 2023)Second quarter 2024 results: EPS: JP¥5.23 (down from JP¥5.37 in 2Q 2023). Revenue: JP¥8.58b (up 21% from 2Q 2023). Net income: JP¥339.0m (down 1.2% from 2Q 2023). Profit margin: 4.0% (down from 4.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Jul 30Tay Two Co., Ltd. to Report Q2, 2024 Results on Oct 16, 2023Tay Two Co., Ltd. announced that they will report Q2, 2024 results on Oct 16, 2023Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥4.20 (vs JP¥3.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.20 (up from JP¥3.51 in 1Q 2023). Revenue: JP¥8.36b (up 30% from 1Q 2023). Net income: JP¥271.0m (up 18% from 1Q 2023). Profit margin: 3.2% (down from 3.6% in 1Q 2023). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥184, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 193% over the past three years.Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥15.53 (vs JP¥22.29 in FY 2022)Full year 2023 results: EPS: JP¥15.53 (down from JP¥22.29 in FY 2022). Revenue: JP¥31.3b (up 16% from FY 2022). Net income: JP¥1.00b (down 33% from FY 2022). Profit margin: 3.2% (down from 5.6% in FY 2022). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥167, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 267% over the past three years.Reported Earnings • Apr 16Full year 2023 earnings released: EPS: JP¥15.53 (vs JP¥22.29 in FY 2022)Full year 2023 results: EPS: JP¥15.53 (down from JP¥22.29 in FY 2022). Revenue: JP¥31.3b (up 16% from FY 2022). Net income: JP¥1.00b (down 33% from FY 2022). Profit margin: 3.2% (down from 5.6% in FY 2022). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥186, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 466% over the past three years.Upcoming Dividend • Feb 20Upcoming dividend of JP¥3.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 12 May 2023. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).공시 • Feb 18Tay Two Co., Ltd. to Report Fiscal Year 2023 Results on Apr 14, 2023Tay Two Co., Ltd. announced that they will report fiscal year 2023 results on Apr 14, 2023Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥151, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 273% over the past three years.Reported Earnings • Jan 17Third quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥2.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.07 (up from JP¥2.38 in 3Q 2022). Revenue: JP¥8.16b (up 28% from 3Q 2022). Net income: JP¥262.0m (up 64% from 3Q 2022). Profit margin: 3.2% (up from 2.5% in 3Q 2022). The increase in margin was driven by higher revenue.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. 7 non-independent directors. Independent Outside Director Eiichiro Inada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥170, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 301% over the past three years.공시 • Oct 31Tay Two Co., Ltd. to Report Q3, 2023 Results on Jan 16, 2023Tay Two Co., Ltd. announced that they will report Q3, 2023 results on Jan 16, 2023Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥144, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 247% over the past three years.Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥5.37 (vs JP¥2.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.37 (up from JP¥2.89 in 2Q 2022). Revenue: JP¥7.09b (up 18% from 2Q 2022). Net income: JP¥343.0m (up 75% from 2Q 2022). Profit margin: 4.8% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥125, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 195% over the past three years.공시 • Jul 31Tay Two Co., Ltd. to Report Q2, 2023 Results on Oct 14, 2022Tay Two Co., Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022Board 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. 5 non-independent directors. Independent Outside Director Eiichiro Inada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 16Tay Two Co., Ltd., Annual General Meeting, May 26, 2022Tay Two Co., Ltd., Annual General Meeting, May 26, 2022.공시 • Apr 15Tay Two Co., Ltd. (TSE:7610) announces an Equity Buyback for 3,000,000 shares, representing 4.41% for ¥300 million.Tay Two Co., Ltd. (TSE:7610) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥300 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency, and to enable future agile capital policies. The program will continue through August 31, 2022. As of April 14, 2022, the company had 68,008,451 issued shares (excluding treasury stock) and 655,887 treasury shares.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥86.00, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 87% over the past three years.분석 기사 • Apr 21We Think You Should Be Aware Of Some Concerning Factors In Tay Two's (TYO:7610) EarningsTay Two Co., Ltd.'s ( TYO:7610 ) robust recent earnings didn't do much to move the stock. However the statutory profit...분석 기사 • Apr 16Returns At Tay Two (TYO:7610) Are On The Way UpIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Is New 90 Day High Low • Mar 04New 90-day low: JP¥91.00The company is down 11% from its price of JP¥102 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period.Is New 90 Day High Low • Jan 18New 90-day low: JP¥93.00The company is down 13% from its price of JP¥107 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 03New 90-day low: JP¥101The company is down 14% from its price of JP¥117 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.Is New 90 Day High Low • Oct 06New 90-day high: JP¥135The company is up 21% from its price of JP¥112 on 08 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 5.0% over the same period.공시 • Jul 18Tay Two Co., Ltd. to Report Q2, 2021 Results on Oct 15, 2020Tay Two Co., Ltd. announced that they will report Q2, 2021 results on Oct 15, 2020공시 • Jul 17+ 1 more updateTay Two Co., Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021Tay Two Co., Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021주주 수익률7610JP Specialty RetailJP 시장7D-5.0%3.1%-3.1%1Y-10.2%30.3%38.2%전체 주주 수익률 보기수익률 대 산업: 7610은 지난 1년 동안 30.3%의 수익을 기록한 JP Specialty Retail 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 7610은 지난 1년 동안 38.2%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 7610's price volatile compared to industry and market?7610 volatility7610 Average Weekly Movement5.7%Specialty Retail Industry Average Movement4.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%안정적인 주가: 7610는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 7610의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1989411Katsuji Fujiwarawww.tay2.co.jp테이 투는 서적, 홈 비디오 게임, 트레이딩 카드, 취미 용품, 스마트폰, CD, DVD, 의류 등을 구매 및 판매하는 회사입니다. 이 회사는 1989년에 설립되었으며 일본 오카야마에 본사를 두고 있습니다.더 보기Tay Two Co., Ltd. 기초 지표 요약Tay Two의 순이익과 매출은 시가총액과 어떻게 비교됩니까?7610 기초 통계시가총액JP¥8.35b순이익 (TTM)JP¥867.00m매출 (TTM)JP¥42.23b9.7x주가수익비율(P/E)0.2x주가매출비율(P/S)7610는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표7610 손익계산서 (TTM)매출JP¥42.23b매출원가JP¥28.23b총이익JP¥14.01b기타 비용JP¥13.14b순이익JP¥867.00m최근 보고된 실적Feb 28, 2026다음 실적 발표일해당 없음주당순이익(EPS)13.60총이익률33.17%순이익률2.05%부채/자본 비율41.1%7610의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.0%현재 배당 수익률29%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 08:29종가2026/05/21 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 소스Tay Two Co., Ltd.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
공시 • May 19Tay Two Co., Ltd. (TSE:7610) announces an Equity Buyback for 1,852,000 shares, representing 2.89% for ¥248.17 million.Tay Two Co., Ltd. (TSE:7610) announces a share repurchase program. Under the program, the company will repurchase up to 1,852,000 shares, representing 2.89% of its issued share capital, for¥ 248.17 million. The shares will be repurchased at a purchase price of ¥ 134 per share. The purpose of the program is to improve capital efficiency and to prepare for a flexible capital strategy capable of responding to changes in the business environment. As of February 28, 2026, the company had 64,171,515 issued shares (excluding treasury stock) and 4,492,823 treasury shares.
Reported Earnings • Apr 16Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Apr 14Tay Two Co., Ltd., Annual General Meeting, May 28, 2026Tay Two Co., Ltd., Annual General Meeting, May 28, 2026.
공시 • Apr 07Tay Two Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Tay Two Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥3.33 (vs JP¥0.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.33 (up from JP¥0.66 in 3Q 2025). Revenue: JP¥10.7b (up 26% from 3Q 2025). Net income: JP¥212.0m (up 405% from 3Q 2025). Profit margin: 2.0% (up from 0.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • May 19Tay Two Co., Ltd. (TSE:7610) announces an Equity Buyback for 1,852,000 shares, representing 2.89% for ¥248.17 million.Tay Two Co., Ltd. (TSE:7610) announces a share repurchase program. Under the program, the company will repurchase up to 1,852,000 shares, representing 2.89% of its issued share capital, for¥ 248.17 million. The shares will be repurchased at a purchase price of ¥ 134 per share. The purpose of the program is to improve capital efficiency and to prepare for a flexible capital strategy capable of responding to changes in the business environment. As of February 28, 2026, the company had 64,171,515 issued shares (excluding treasury stock) and 4,492,823 treasury shares.
Reported Earnings • Apr 16Full year 2026 earnings released: EPS: JP¥13.64 (vs JP¥7.93 in FY 2025)Full year 2026 results: EPS: JP¥13.64 (up from JP¥7.93 in FY 2025). Revenue: JP¥42.2b (up 16% from FY 2025). Net income: JP¥867.0m (up 73% from FY 2025). Profit margin: 2.1% (up from 1.4% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Apr 14Tay Two Co., Ltd., Annual General Meeting, May 28, 2026Tay Two Co., Ltd., Annual General Meeting, May 28, 2026.
공시 • Apr 07Tay Two Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Tay Two Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥3.33 (vs JP¥0.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥3.33 (up from JP¥0.66 in 3Q 2025). Revenue: JP¥10.7b (up 26% from 3Q 2025). Net income: JP¥212.0m (up 405% from 3Q 2025). Profit margin: 2.0% (up from 0.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • Nov 27Tay Two Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026Tay Two Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026
분석 기사 • Oct 27Shareholders Can Be Confident That Tay Two's (TSE:7610) Earnings Are High QualityEven though Tay Two Co., Ltd.'s ( TSE:7610 ) recent earnings release was robust, the market didn't seem to notice. Our...
Reported Earnings • Oct 16Second quarter 2026 earnings released: EPS: JP¥3.86 (vs JP¥1.74 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.86 (up from JP¥1.74 in 2Q 2025). Revenue: JP¥10.8b (up 17% from 2Q 2025). Net income: JP¥245.0m (up 123% from 2Q 2025). Profit margin: 2.3% (up from 1.2% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Sep 30Now 21% undervaluedOver the last 90 days, the stock has risen 2.8% to JP¥145. The fair value is estimated to be JP¥184, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.
Buy Or Sell Opportunity • Sep 11Now 21% undervaluedOver the last 90 days, the stock has risen 7.4% to JP¥146. The fair value is estimated to be JP¥185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.
Buy Or Sell Opportunity • Aug 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to JP¥145. The fair value is estimated to be JP¥184, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.
분석 기사 • Aug 13Is Tay Two (TSE:7610) A Risky Investment?TSE:7610 1 Year Share Price vs Fair Value Explore Tay Two's Fair Values from the Community and select yours Warren...
Buy Or Sell Opportunity • Aug 08Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥143. The fair value is estimated to be JP¥186, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has declined by 57%.
공시 • Jul 26Tay Two Co., Ltd. to Report Q2, 2026 Results on Oct 15, 2025Tay Two Co., Ltd. announced that they will report Q2, 2026 results on Oct 15, 2025
Reported Earnings • Jul 17First quarter 2026 earnings releasedFirst quarter 2026 results: Net income: (down JP¥63.0m from profit in 1Q 2025).
Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥7.93 (vs JP¥8.84 in FY 2024)Full year 2025 results: EPS: JP¥7.93 (down from JP¥8.84 in FY 2024). Revenue: JP¥36.5b (up 3.6% from FY 2024). Net income: JP¥501.0m (down 12% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
공시 • May 07Tay Two Co., Ltd. to Report Q1, 2026 Results on Jul 15, 2025Tay Two Co., Ltd. announced that they will report Q1, 2026 results on Jul 15, 2025
분석 기사 • May 04Tay Two Co., Ltd.'s (TSE:7610) 28% Share Price Surge Not Quite Adding UpTay Two Co., Ltd. ( TSE:7610 ) shareholders would be excited to see that the share price has had a great month, posting...
분석 기사 • Apr 21Tay Two's (TSE:7610) Conservative Accounting Might Explain Soft EarningsTay Two Co., Ltd.'s ( TSE:7610 ) stock was strong despite it releasing a soft earnings report last week. However, we...
Reported Earnings • Apr 15Full year 2025 earnings released: EPS: JP¥7.93 (vs JP¥8.84 in FY 2024)Full year 2025 results: EPS: JP¥7.93 (down from JP¥8.84 in FY 2024). Revenue: JP¥36.5b (up 3.6% from FY 2024). Net income: JP¥501.0m (down 12% from FY 2024). Profit margin: 1.4% (down from 1.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
공시 • Apr 14Tay Two Co., Ltd., Annual General Meeting, May 29, 2025Tay Two Co., Ltd., Annual General Meeting, May 29, 2025.
분석 기사 • Apr 03Does Tay Two (TSE:7610) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Feb 20Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 16 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
New Risk • Feb 14New 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 7.5% 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 Share price has been highly volatile over the past 3 months (7.5% average weekly change). Earnings have declined by 23% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (341% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). Market cap is less than US$100m (JP¥8.91b market cap, or US$58.3m).
공시 • Feb 04Tay Two Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025Tay Two Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥0.66 (vs JP¥1.53 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.66 (down from JP¥1.53 in 3Q 2024). Revenue: JP¥8.46b (up 3.2% from 3Q 2024). Net income: JP¥42.0m (down 58% from 3Q 2024). Profit margin: 0.5% (down from 1.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
분석 기사 • Jan 10Market Might Still Lack Some Conviction On Tay Two Co., Ltd. (TSE:7610) Even After 28% Share Price BoostDespite an already strong run, Tay Two Co., Ltd. ( TSE:7610 ) shares have been powering on, with a gain of 28% in the...
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥122, the stock trades at a trailing P/E ratio of 58.9x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 69% over the past three years.
New Risk • Jan 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 5.1% 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 Risk Earnings have declined by 16% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (194% payout ratio). Share price has been volatile over the past 3 months (5.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (JP¥7.39b market cap, or US$47.0m).
공시 • Nov 27Tay Two Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Tay Two Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025
Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥1.74 (vs JP¥5.23 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.74 (down from JP¥5.23 in 2Q 2024). Revenue: JP¥9.19b (up 7.1% from 2Q 2024). Net income: JP¥110.0m (down 68% from 2Q 2024). Profit margin: 1.2% (down from 4.0% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Aug 23Tay Two Co., Ltd. to Report Q2, 2025 Results on Oct 15, 2024Tay Two Co., Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024
Buy Or Sell Opportunity • Aug 06Now 35% overvaluedOver the last 90 days, the stock has fallen 35% to JP¥86.00. The fair value is estimated to be JP¥63.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 13%.
분석 기사 • Aug 05Tay Two Co., Ltd. (TSE:7610) May Have Run Too Fast Too Soon With Recent 37% Price PlummetThe Tay Two Co., Ltd. ( TSE:7610 ) share price has fared very poorly over the last month, falling by a substantial 37...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% 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 (6.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥4.66b market cap, or US$32.8m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to JP¥74.00, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 16% over the past three years.
Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥1.00 (vs JP¥4.20 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.00 (down from JP¥4.20 in 1Q 2024). Revenue: JP¥8.30b (flat on 1Q 2024). Net income: JP¥63.0m (down 77% from 1Q 2024). Profit margin: 0.8% (down from 3.2% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 06Full year 2024 earnings released: EPS: JP¥8.84 (vs JP¥15.53 in FY 2023)Full year 2024 results: EPS: JP¥8.84 (down from JP¥15.53 in FY 2023). Revenue: JP¥35.2b (up 13% from FY 2023). Net income: JP¥568.0m (down 43% from FY 2023). Profit margin: 1.6% (down from 3.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 30Tay Two Co., Ltd. to Report Q1, 2025 Results on Jul 16, 2024Tay Two Co., Ltd. announced that they will report Q1, 2025 results on Jul 16, 2024
분석 기사 • Apr 22Tay Two's (TSE:7610) Soft Earnings Don't Show The Whole PictureThe market for Tay Two Co., Ltd.'s ( TSE:7610 ) shares didn't move much after it posted weak earnings recently. We...
공시 • Apr 17Tay Two Co., Ltd., Annual General Meeting, May 30, 2024Tay Two Co., Ltd., Annual General Meeting, May 30, 2024.
Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥8.84 (vs JP¥15.53 in FY 2023)Full year 2024 results: EPS: JP¥8.84 (down from JP¥15.53 in FY 2023). Revenue: JP¥35.2b (up 13% from FY 2023). Net income: JP¥568.0m (down 43% from FY 2023). Profit margin: 1.6% (down from 3.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 13 May 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
공시 • Jan 31Tay Two Co., Ltd. to Report Fiscal Year 2024 Results on Apr 15, 2024Tay Two Co., Ltd. announced that they will report fiscal year 2024 results on Apr 15, 2024
Reported Earnings • Jan 16Third quarter 2024 earnings released: EPS: JP¥1.53 (vs JP¥4.07 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.53 (down from JP¥4.07 in 3Q 2023). Revenue: JP¥8.19b (flat on 3Q 2023). Net income: JP¥99.0m (down 62% from 3Q 2023). Profit margin: 1.2% (down from 3.2% in 3Q 2023). 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 11% per year.
New Risk • Nov 24New 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 Dividend is not well covered by cash flows (157% cash payout ratio). Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (3.0% net profit margin). Market cap is less than US$100m (JP¥9.22b market cap, or US$61.6m).
공시 • Oct 29Tay Two Co., Ltd. to Report Q3, 2024 Results on Jan 15, 2024Tay Two Co., Ltd. announced that they will report Q3, 2024 results on Jan 15, 2024
Reported Earnings • Oct 18Second quarter 2024 earnings released: EPS: JP¥5.23 (vs JP¥5.37 in 2Q 2023)Second quarter 2024 results: EPS: JP¥5.23 (down from JP¥5.37 in 2Q 2023). Revenue: JP¥8.58b (up 21% from 2Q 2023). Net income: JP¥339.0m (down 1.2% from 2Q 2023). Profit margin: 4.0% (down from 4.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Jul 30Tay Two Co., Ltd. to Report Q2, 2024 Results on Oct 16, 2023Tay Two Co., Ltd. announced that they will report Q2, 2024 results on Oct 16, 2023
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥4.20 (vs JP¥3.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥4.20 (up from JP¥3.51 in 1Q 2023). Revenue: JP¥8.36b (up 30% from 1Q 2023). Net income: JP¥271.0m (up 18% from 1Q 2023). Profit margin: 3.2% (down from 3.6% in 1Q 2023). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥184, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 193% over the past three years.
Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥15.53 (vs JP¥22.29 in FY 2022)Full year 2023 results: EPS: JP¥15.53 (down from JP¥22.29 in FY 2022). Revenue: JP¥31.3b (up 16% from FY 2022). Net income: JP¥1.00b (down 33% from FY 2022). Profit margin: 3.2% (down from 5.6% in FY 2022). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥167, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 267% over the past three years.
Reported Earnings • Apr 16Full year 2023 earnings released: EPS: JP¥15.53 (vs JP¥22.29 in FY 2022)Full year 2023 results: EPS: JP¥15.53 (down from JP¥22.29 in FY 2022). Revenue: JP¥31.3b (up 16% from FY 2022). Net income: JP¥1.00b (down 33% from FY 2022). Profit margin: 3.2% (down from 5.6% in FY 2022). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥186, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 466% over the past three years.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥3.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 12 May 2023. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
공시 • Feb 18Tay Two Co., Ltd. to Report Fiscal Year 2023 Results on Apr 14, 2023Tay Two Co., Ltd. announced that they will report fiscal year 2023 results on Apr 14, 2023
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥151, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 273% over the past three years.
Reported Earnings • Jan 17Third quarter 2023 earnings released: EPS: JP¥4.07 (vs JP¥2.38 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.07 (up from JP¥2.38 in 3Q 2022). Revenue: JP¥8.16b (up 28% from 3Q 2022). Net income: JP¥262.0m (up 64% from 3Q 2022). Profit margin: 3.2% (up from 2.5% in 3Q 2022). The increase in margin was driven by higher revenue.
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. 7 non-independent directors. Independent Outside Director Eiichiro Inada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥170, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 301% over the past three years.
공시 • Oct 31Tay Two Co., Ltd. to Report Q3, 2023 Results on Jan 16, 2023Tay Two Co., Ltd. announced that they will report Q3, 2023 results on Jan 16, 2023
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥144, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 247% over the past three years.
Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥5.37 (vs JP¥2.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.37 (up from JP¥2.89 in 2Q 2022). Revenue: JP¥7.09b (up 18% from 2Q 2022). Net income: JP¥343.0m (up 75% from 2Q 2022). Profit margin: 4.8% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥125, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Specialty Retail industry in Japan. Total returns to shareholders of 195% over the past three years.
공시 • Jul 31Tay Two Co., Ltd. to Report Q2, 2023 Results on Oct 14, 2022Tay Two Co., Ltd. announced that they will report Q2, 2023 results on Oct 14, 2022
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. 5 non-independent directors. Independent Outside Director Eiichiro Inada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 16Tay Two Co., Ltd., Annual General Meeting, May 26, 2022Tay Two Co., Ltd., Annual General Meeting, May 26, 2022.
공시 • Apr 15Tay Two Co., Ltd. (TSE:7610) announces an Equity Buyback for 3,000,000 shares, representing 4.41% for ¥300 million.Tay Two Co., Ltd. (TSE:7610) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 4.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥300 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency, and to enable future agile capital policies. The program will continue through August 31, 2022. As of April 14, 2022, the company had 68,008,451 issued shares (excluding treasury stock) and 655,887 treasury shares.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥86.00, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 11x in the Specialty Retail industry in Japan. Total returns to shareholders of 87% over the past three years.
분석 기사 • Apr 21We Think You Should Be Aware Of Some Concerning Factors In Tay Two's (TYO:7610) EarningsTay Two Co., Ltd.'s ( TYO:7610 ) robust recent earnings didn't do much to move the stock. However the statutory profit...
분석 기사 • Apr 16Returns At Tay Two (TYO:7610) Are On The Way UpIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Is New 90 Day High Low • Mar 04New 90-day low: JP¥91.00The company is down 11% from its price of JP¥102 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Jan 18New 90-day low: JP¥93.00The company is down 13% from its price of JP¥107 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 03New 90-day low: JP¥101The company is down 14% from its price of JP¥117 on 04 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.
Is New 90 Day High Low • Oct 06New 90-day high: JP¥135The company is up 21% from its price of JP¥112 on 08 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 5.0% over the same period.
공시 • Jul 18Tay Two Co., Ltd. to Report Q2, 2021 Results on Oct 15, 2020Tay Two Co., Ltd. announced that they will report Q2, 2021 results on Oct 15, 2020
공시 • Jul 17+ 1 more updateTay Two Co., Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021Tay Two Co., Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021
