WA (7683) 주식 개요는 일본 내 매장과 온라인 스토어를 통해 여성용 신발을 기획하고 판매하는 사업을 하고 있습니다. 자세히 보기7683 펀더멘털 분석스노우플레이크 점수가치 평가1/6미래 성장0/6과거 실적2/6재무 건전성6/6배당2/6위험 분석이익 마진 (2.9%)이 지난해 (4.4%)보다 낮습니다.모든 위험 점검 보기7683 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.39k21.6% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture040b2016201920222025202620282031Revenue JP¥40.0bEarnings JP¥1.2bAdvancedSet Fair ValueView all narrativesWA, Inc. 경쟁사Primo Global HoldingsSymbol: TSE:367AMarket cap: JP¥23.1bSac's Bar HoldingsSymbol: TSE:9990Market cap: JP¥20.9bJADE GROUPIncSymbol: TSE:3558Market cap: JP¥22.3bChiyodaSymbol: TSE:8185Market cap: JP¥32.0b가격 이력 및 성과WA 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥1,390.0052주 최고가JP¥1,436.0052주 최저가JP¥1,255.00베타0.361개월 변동2.13%3개월 변동4.75%1년 변동4.12%3년 변동63.77%5년 변동64.50%IPO 이후 변동31.60%최근 뉴스 및 업데이트Declared Dividend • May 11Final dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Mar 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.공시 • Mar 17WA, Inc., Annual General Meeting, Apr 27, 2026WA, Inc., Annual General Meeting, Apr 27, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 13 April 2026. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥1.31 (vs JP¥7.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.31 (down from JP¥7.76 in 3Q 2025). Revenue: JP¥5.07b (down 1.1% from 3Q 2025). Net income: JP¥25.0m (down 83% from 3Q 2025). Profit margin: 0.5% (down from 2.9% in 3Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Oct 11First half dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 29th January 2026 Payment date: 13th April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (312% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 49% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.더 많은 업데이트 보기Recent updatesDeclared Dividend • May 11Final dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Mar 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.공시 • Mar 17WA, Inc., Annual General Meeting, Apr 27, 2026WA, Inc., Annual General Meeting, Apr 27, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 13 April 2026. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥1.31 (vs JP¥7.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.31 (down from JP¥7.76 in 3Q 2025). Revenue: JP¥5.07b (down 1.1% from 3Q 2025). Net income: JP¥25.0m (down 83% from 3Q 2025). Profit margin: 0.5% (down from 2.9% in 3Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Oct 11First half dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 29th January 2026 Payment date: 13th April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (312% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 49% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 14Second quarter 2026 earnings released: EPS: JP¥25.16 (vs JP¥22.50 in 2Q 2025)Second quarter 2026 results: EPS: JP¥25.16 (up from JP¥22.50 in 2Q 2025). Revenue: JP¥6.96b (up 5.9% from 2Q 2025). Net income: JP¥479.9m (up 12% from 2Q 2025). Profit margin: 6.9% (up from 6.5% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 23Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (1.6%).Declared Dividend • Jun 24Dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2025 Payment date: 10th October 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (24% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 86% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 15First quarter 2026 earnings released: EPS: JP¥0.21 (vs JP¥1.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.21 (down from JP¥1.89 in 1Q 2025). Revenue: JP¥4.79b (up 2.0% from 1Q 2025). Net income: JP¥4.00m (down 89% from 1Q 2025). Profit margin: 0.1% (down from 0.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jun 14WA, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2026WA, Inc. provided consolidated earnings guidance for the fiscal year ending January 31, 2026. For the period, the company expects net sales of JPY 26,527 million, operating profit of JPY 2,484 million, Profit attributable to owners of parent of JPY 1,477 million and Basic earnings per share of JPY 77.44 per share.Reported Earnings • May 02Full year 2025 earnings released: EPS: JP¥52.24 (vs JP¥61.02 in FY 2024)Full year 2025 results: EPS: JP¥52.24 (down from JP¥61.02 in FY 2024). Revenue: JP¥22.8b (up 7.2% from FY 2024). Net income: JP¥996.0m (down 14% from FY 2024). Profit margin: 4.4% (down from 5.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • May 01Now 20% undervaluedOver the last 90 days, the stock has risen 5.0% to JP¥1,312. The fair value is estimated to be JP¥1,643, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 21%.공시 • Apr 05+ 2 more updatesWA, Inc. to Report Q3, 2026 Results on Dec 15, 2025WA, Inc. announced that they will report Q3, 2026 results on Dec 15, 2025Reported Earnings • Mar 18Full year 2025 earnings released: EPS: JP¥52.24 (vs JP¥61.02 in FY 2024)Full year 2025 results: EPS: JP¥52.24 (down from JP¥61.02 in FY 2024). Revenue: JP¥22.8b (up 7.2% from FY 2024). Net income: JP¥996.0m (down 14% from FY 2024). Profit margin: 4.4% (down from 5.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 26% per year.공시 • Mar 17WA, Inc., Annual General Meeting, Apr 25, 2025WA, Inc., Annual General Meeting, Apr 25, 2025.공시 • Feb 27WA, Inc. (TSE:7683) entered into a memorandum of understanding to acquire 31 Sons de mode business from Hirota Co.,Ltd.WA, Inc. (TSE:7683) entered into a memorandum of understanding to acquire 31 Sons de mode business from Hirota Co.,Ltd. on February 26, 2025. The expected completion of the transaction is April 1, 2025.Upcoming Dividend • Jan 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.4%).공시 • Jan 22WA, Inc. to Report Fiscal Year 2025 Results on Mar 17, 2025WA, Inc. announced that they will report fiscal year 2025 results on Mar 17, 2025Reported Earnings • Dec 16Third quarter 2025 earnings released: EPS: JP¥7.76 (vs JP¥5.09 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.76 (up from JP¥5.09 in 3Q 2024). Revenue: JP¥5.12b (up 8.1% from 3Q 2024). Net income: JP¥148.0m (up 53% from 3Q 2024). Profit margin: 2.9% (up from 2.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.Reported Earnings • Sep 15Second quarter 2025 earnings released: EPS: JP¥225,079 (vs JP¥20.41 in 2Q 2024)Second quarter 2025 results: EPS: JP¥225,079 (up from JP¥20.41 in 2Q 2024). Revenue: JP¥6.57b (up 8.6% from 2Q 2024). Net income: JP¥429.0m (up 10% from 2Q 2024). Profit margin: 6.5% (up from 6.4% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.분석 기사 • Sep 03Market Participants Recognise WA, Inc.'s (TSE:7683) Earnings Pushing Shares 32% HigherWA, Inc. ( TSE:7683 ) shareholders have had their patience rewarded with a 32% share price jump in the last month...Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥2,550, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 84% over the past three years.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 5.7% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥1,775, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 28% over the past three years.Reported Earnings • Jun 16First quarter 2025 earnings released: EPS: JP¥3.78 (vs JP¥10.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.78 (down from JP¥10.81 in 1Q 2024). Revenue: JP¥4.69b (up 9.4% from 1Q 2024). Net income: JP¥36.0m (down 65% from 1Q 2024). Profit margin: 0.8% (down from 2.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • May 05+ 2 more updatesWA, Inc. to Report Q3, 2025 Results on Dec 13, 2024WA, Inc. announced that they will report Q3, 2025 results on Dec 13, 2024Reported Earnings • May 04Full year 2024 earnings released: EPS: JP¥122 (vs JP¥72.35 in FY 2023)Full year 2024 results: EPS: JP¥122 (up from JP¥72.35 in FY 2023). Revenue: JP¥21.3b (up 21% from FY 2023). Net income: JP¥1.16b (up 69% from FY 2023). Profit margin: 5.5% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. 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 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 17Full year 2024 earnings released: EPS: JP¥122 (vs JP¥72.35 in FY 2023)Full year 2024 results: EPS: JP¥122 (up from JP¥72.35 in FY 2023). Revenue: JP¥21.3b (up 21% from FY 2023). Net income: JP¥1.16b (up 69% from FY 2023). Profit margin: 5.5% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. 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 13% per year, which means it is significantly lagging earnings growth.공시 • Mar 17WA, Inc., Annual General Meeting, Apr 26, 2024WA, Inc., Annual General Meeting, Apr 26, 2024.Upcoming Dividend • Jan 23Upcoming dividend of JP¥17.50 per share at 0.5% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.4%).공시 • Jan 12WA, Inc. to Report Fiscal Year 2024 Results on Mar 15, 2024WA, Inc. announced that they will report fiscal year 2024 results on Mar 15, 2024Reported Earnings • Dec 16Third quarter 2024 earnings released: EPS: JP¥10.18 (vs JP¥21.32 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.18 (down from JP¥21.32 in 3Q 2023). Revenue: JP¥4.74b (up 13% from 3Q 2023). Net income: JP¥97.0m (down 52% from 3Q 2023). Profit margin: 2.0% (down from 4.8% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 22% per year, which means it is significantly lagging earnings growth.공시 • Oct 28WA, Inc. to Report Q3, 2024 Results on Dec 15, 2023WA, Inc. announced that they will report Q3, 2024 results on Dec 15, 2023Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: JP¥602,167 (vs JP¥33.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥602,167 (up from JP¥33.60 in 2Q 2023). Revenue: JP¥6.05b (up 23% from 2Q 2023). Net income: JP¥389.0m (up 22% from 2Q 2023). Profit margin: 6.4% (down from 6.5% 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 44% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공시 • Jul 29WA, Inc. to Report Q2, 2024 Results on Sep 14, 2023WA, Inc. announced that they will report Q2, 2024 results on Sep 14, 2023Reported Earnings • Jun 17First quarter 2024 earnings released: EPS: JP¥21.62 (vs JP¥47.26 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥21.62 (up from JP¥47.26 loss in 1Q 2023). Revenue: JP¥4.29b (up 30% from 1Q 2023). Net income: JP¥103.0m (up JP¥328.0m from 1Q 2023). Profit margin: 2.4% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.New Risk • Jun 16New 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 8.4% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥4,375, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 62% over the past three years.Reported Earnings • May 03Full year 2023 earnings released: EPS: JP¥145 (vs JP¥149 in FY 2022)Full year 2023 results: EPS: JP¥145 (down from JP¥149 in FY 2022). Revenue: JP¥17.6b (up 12% from FY 2022). Net income: JP¥689.0m (down 2.5% from FY 2022). Profit margin: 3.9% (down from 4.5% in FY 2022). 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 whereas the company’s share price has increased by 17% per year.Reported Earnings • Mar 18Full year 2023 earnings released: EPS: JP¥145 (vs JP¥149 in FY 2022)Full year 2023 results: EPS: JP¥145 (down from JP¥149 in FY 2022). Revenue: JP¥17.6b (up 12% from FY 2022). Net income: JP¥689.0m (down 2.5% from FY 2022). Profit margin: 3.9% (down from 4.5% in FY 2022). 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 13% per year, which means it is significantly lagging earnings growth.공시 • Jan 28WA, Inc. to Report Q4, 2023 Results on Mar 17, 2023WA, Inc. announced that they will report Q4, 2023 results on Mar 17, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 28 April 2023. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Dec 16Third quarter 2023 earnings released: EPS: JP¥42.63 (vs JP¥17.24 in 3Q 2022)Third quarter 2023 results: EPS: JP¥42.63 (up from JP¥17.24 in 3Q 2022). Revenue: JP¥4.21b (up 22% from 3Q 2022). Net income: JP¥203.0m (up 148% from 3Q 2022). Profit margin: 4.8% (up from 2.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Oct 28WA, Inc. to Report Q3, 2023 Results on Dec 15, 2022WA, Inc. announced that they will report Q3, 2023 results on Dec 15, 2022Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥67.20 (vs JP¥78.85 in 2Q 2022)Second quarter 2023 results: EPS: JP¥67.20 (down from JP¥78.85 in 2Q 2022). Revenue: JP¥4.93b (up 15% from 2Q 2022). Net income: JP¥320.0m (down 15% from 2Q 2022). Profit margin: 6.5% (down from 8.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Japan.공시 • Jul 03WA, Inc. to Report Q2, 2023 Results on Sep 14, 2022WA, Inc. announced that they will report Q2, 2023 results on Sep 14, 2022Reported Earnings • Jun 15First quarter 2023 earnings released: JP¥47.26 loss per share (vs JP¥28.82 loss in 1Q 2022)First quarter 2023 results: JP¥47.26 loss per share (down from JP¥28.82 loss in 1Q 2022). Revenue: JP¥3.30b (up 5.9% from 1Q 2022). Net loss: JP¥225.0m (loss widened 64% from 1Q 2022). Over the next year, revenue is forecast to grow 14%, compared to a 7.4% growth forecast for the industry in Japan.공시 • May 04WA, Inc. to Report Q1, 2023 Results on Jun 14, 2022WA, Inc. announced that they will report Q1, 2023 results on Jun 14, 2022공시 • Apr 08WA, Inc., Annual General Meeting, Apr 27, 2022WA, Inc., Annual General Meeting, Apr 27, 2022.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥2,403, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 36% over the past year.Buying Opportunity • Mar 21Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥3,607, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% per annum over the last 3 years. Earnings per share has declined by 4.1% per annum over the last 3 years.Reported Earnings • Dec 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥17.24 (up from JP¥0.63 in 3Q 2021). Revenue: JP¥3.45b (down 5.9% from 3Q 2021). Net income: JP¥82.0m (up JP¥79.0m from 3Q 2021). Profit margin: 2.4% (up from 0.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 33%. Earnings per share (EPS) surpassed analyst estimates by 33%. Over the next year, revenue is forecast to grow 23%, compared to a 6.8% growth forecast for the industry in Japan.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥3,625, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Specialty Retail industry in Japan. Total returns to shareholders of 9.2% over the past year.Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS JP¥78.85 (vs JP¥69.52 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¥4.30b (up 15% from 2Q 2021). Net income: JP¥375.0m (up 14% from 2Q 2021). Profit margin: 8.7% (down from 8.8% in 2Q 2021). The decrease in margin was driven by higher expenses.Reported Earnings • Jun 17First quarter 2022 earnings released: JP¥28.82 loss per share (vs JP¥101 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.12b (up 100% from 1Q 2021). Net loss: JP¥137.0m (loss narrowed 71% from 1Q 2021).Reported Earnings • Mar 19Full year 2021 earnings released: EPS JP¥50.34 (vs JP¥181 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥13.1b (down 6.6% from FY 2020). Net income: JP¥239.0m (down 68% from FY 2020). Profit margin: 1.8% (down from 5.4% in FY 2020). The decrease in margin was driven by lower revenue.공시 • Mar 17WA, Inc., Annual General Meeting, Apr 28, 2021WA, Inc., Annual General Meeting, Apr 28, 2021.Is New 90 Day High Low • Mar 12New 90-day high: JP¥3,255The company is up 9.0% from its price of JP¥2,980 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period.공시 • Dec 31WA, Inc. to Report Fiscal Year 2021 Results on Mar 17, 2021WA, Inc. announced that they will report fiscal year 2021 results on Mar 17, 2021Is New 90 Day High Low • Dec 18New 90-day low: JP¥2,921The company is down 12% from its price of JP¥3,320 on 18 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.Reported Earnings • Dec 16Third quarter 2021 earnings released: EPS JP¥0.63The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.67b (down 3.9% from 3Q 2020). Net income: JP¥3.00m (down 98% from 3Q 2020). Profit margin: 0.1% (down from 3.8% in 3Q 2020). The decrease in margin was driven by lower revenue.공시 • Oct 10WA, Inc. to Report Q3, 2021 Results on Dec 15, 2020WA, Inc. announced that they will report Q3, 2021 results on Dec 15, 2020공시 • Aug 02WA, Inc. to Report Q2, 2021 Results on Sep 14, 2020WA, Inc. announced that they will report Q2, 2021 results on Sep 14, 2020공시 • Jul 31WA, Inc. (TSE:7683) completed the acquisition of Himiko Co., Ltd. from Risa Partners, Inc.WA, Inc. (TSE:7683) signed share transfer agreement to acquire Himiko Co., Ltd. from Risa Partners, Inc. on March 16, 2020. WA, Inc. will acquire 10 shares of Himiko Co., Ltd. The transaction was resolved by Board of WA, Inc. on March 16, 2020 and is expected to close on May 1, 2020. WA, Inc. (TSE:7683) completed the acquisition of Himiko Co., Ltd. from Risa Partners, Inc. on May 1, 2020. Himiko Co., Ltd. will operate as a subsidiary of WA, Inc. going forward.주주 수익률7683JP Specialty RetailJP 시장7D0.9%3.1%-3.1%1Y4.1%30.3%38.2%전체 주주 수익률 보기수익률 대 산업: 7683은 지난 1년 동안 30.3%의 수익을 기록한 JP Specialty Retail 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 7683은 지난 1년 동안 38.2%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 7683's price volatile compared to industry and market?7683 volatility7683 Average Weekly Movement1.7%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: 7683는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 7683의 주간 변동성(2%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2002566Xiao Junweiwww.wa-jp.com는 일본 내 매장과 온라인 스토어를 통해 여성 신발을 기획 및 판매하고 있습니다. 오리엔탈 트래픽, WA 오리엔탈 트래픽, ORTR, NICAL, KIDS, WA KARU 브랜드로 제품을 제공합니다.더 보기WA, Inc. 기초 지표 요약WA의 순이익과 매출은 시가총액과 어떻게 비교됩니까?7683 기초 통계시가총액JP¥26.53b순이익 (TTM)JP¥688.00m매출 (TTM)JP¥23.33b38.6x주가수익비율(P/E)1.1x주가매출비율(P/S)7683는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표7683 손익계산서 (TTM)매출JP¥23.33b매출원가JP¥9.14b총이익JP¥14.19b기타 비용JP¥13.50b순이익JP¥688.00m최근 보고된 실적Jan 31, 2026다음 실적 발표일Jun 12, 2026주당순이익(EPS)36.05총이익률60.81%순이익률2.95%부채/자본 비율0%7683의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.2%현재 배당 수익률47%배당 성향7683는 안정적으로 배당을 지급합니까?7683 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 7683를 매수해야 하나요?WA 배당 일정배당락일Jul 30 2026배당 지급일Oct 13 2026배당락일까지 남은 일수69 days배당 지급일까지 남은 일수144 days7683는 안정적으로 배당을 지급합니까?7683 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 17:50종가2026/05/21 00:00수익2026/01/31연간 수익2026/01/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 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 소스WA, Inc.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Nobumasa MorimotoMizuho Securities Co., Ltd.Kana SasakiThe Stock Research Center
Declared Dividend • May 11Final dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Mar 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
공시 • Mar 17WA, Inc., Annual General Meeting, Apr 27, 2026WA, Inc., Annual General Meeting, Apr 27, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 13 April 2026. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).
Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥1.31 (vs JP¥7.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.31 (down from JP¥7.76 in 3Q 2025). Revenue: JP¥5.07b (down 1.1% from 3Q 2025). Net income: JP¥25.0m (down 83% from 3Q 2025). Profit margin: 0.5% (down from 2.9% in 3Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Oct 11First half dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 29th January 2026 Payment date: 13th April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (312% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 49% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • May 11Final dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2026 Payment date: 13th October 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Mar 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
공시 • Mar 17WA, Inc., Annual General Meeting, Apr 27, 2026WA, Inc., Annual General Meeting, Apr 27, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 13 April 2026. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.4%).
Reported Earnings • Dec 16Third quarter 2026 earnings released: EPS: JP¥1.31 (vs JP¥7.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.31 (down from JP¥7.76 in 3Q 2025). Revenue: JP¥5.07b (down 1.1% from 3Q 2025). Net income: JP¥25.0m (down 83% from 3Q 2025). Profit margin: 0.5% (down from 2.9% in 3Q 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Oct 11First half dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 29th January 2026 Payment date: 13th April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not covered by cash flows (312% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 49% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 14Second quarter 2026 earnings released: EPS: JP¥25.16 (vs JP¥22.50 in 2Q 2025)Second quarter 2026 results: EPS: JP¥25.16 (up from JP¥22.50 in 2Q 2025). Revenue: JP¥6.96b (up 5.9% from 2Q 2025). Net income: JP¥479.9m (up 12% from 2Q 2025). Profit margin: 6.9% (up from 6.5% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 23Upcoming dividend of JP¥8.50 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (1.6%).
Declared Dividend • Jun 24Dividend of JP¥8.50 announcedShareholders will receive a dividend of JP¥8.50. Ex-date: 30th July 2025 Payment date: 10th October 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (24% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 86% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 15First quarter 2026 earnings released: EPS: JP¥0.21 (vs JP¥1.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥0.21 (down from JP¥1.89 in 1Q 2025). Revenue: JP¥4.79b (up 2.0% from 1Q 2025). Net income: JP¥4.00m (down 89% from 1Q 2025). Profit margin: 0.1% (down from 0.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jun 14WA, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending January 31, 2026WA, Inc. provided consolidated earnings guidance for the fiscal year ending January 31, 2026. For the period, the company expects net sales of JPY 26,527 million, operating profit of JPY 2,484 million, Profit attributable to owners of parent of JPY 1,477 million and Basic earnings per share of JPY 77.44 per share.
Reported Earnings • May 02Full year 2025 earnings released: EPS: JP¥52.24 (vs JP¥61.02 in FY 2024)Full year 2025 results: EPS: JP¥52.24 (down from JP¥61.02 in FY 2024). Revenue: JP¥22.8b (up 7.2% from FY 2024). Net income: JP¥996.0m (down 14% from FY 2024). Profit margin: 4.4% (down from 5.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 01Now 20% undervaluedOver the last 90 days, the stock has risen 5.0% to JP¥1,312. The fair value is estimated to be JP¥1,643, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 21%.
공시 • Apr 05+ 2 more updatesWA, Inc. to Report Q3, 2026 Results on Dec 15, 2025WA, Inc. announced that they will report Q3, 2026 results on Dec 15, 2025
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: JP¥52.24 (vs JP¥61.02 in FY 2024)Full year 2025 results: EPS: JP¥52.24 (down from JP¥61.02 in FY 2024). Revenue: JP¥22.8b (up 7.2% from FY 2024). Net income: JP¥996.0m (down 14% from FY 2024). Profit margin: 4.4% (down from 5.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 26% per year.
공시 • Mar 17WA, Inc., Annual General Meeting, Apr 25, 2025WA, Inc., Annual General Meeting, Apr 25, 2025.
공시 • Feb 27WA, Inc. (TSE:7683) entered into a memorandum of understanding to acquire 31 Sons de mode business from Hirota Co.,Ltd.WA, Inc. (TSE:7683) entered into a memorandum of understanding to acquire 31 Sons de mode business from Hirota Co.,Ltd. on February 26, 2025. The expected completion of the transaction is April 1, 2025.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.4%).
공시 • Jan 22WA, Inc. to Report Fiscal Year 2025 Results on Mar 17, 2025WA, Inc. announced that they will report fiscal year 2025 results on Mar 17, 2025
Reported Earnings • Dec 16Third quarter 2025 earnings released: EPS: JP¥7.76 (vs JP¥5.09 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.76 (up from JP¥5.09 in 3Q 2024). Revenue: JP¥5.12b (up 8.1% from 3Q 2024). Net income: JP¥148.0m (up 53% from 3Q 2024). Profit margin: 2.9% (up from 2.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.
Reported Earnings • Sep 15Second quarter 2025 earnings released: EPS: JP¥225,079 (vs JP¥20.41 in 2Q 2024)Second quarter 2025 results: EPS: JP¥225,079 (up from JP¥20.41 in 2Q 2024). Revenue: JP¥6.57b (up 8.6% from 2Q 2024). Net income: JP¥429.0m (up 10% from 2Q 2024). Profit margin: 6.5% (up from 6.4% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
분석 기사 • Sep 03Market Participants Recognise WA, Inc.'s (TSE:7683) Earnings Pushing Shares 32% HigherWA, Inc. ( TSE:7683 ) shareholders have had their patience rewarded with a 32% share price jump in the last month...
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥2,550, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 84% over the past three years.
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 5.7% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥1,775, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Jun 16First quarter 2025 earnings released: EPS: JP¥3.78 (vs JP¥10.81 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.78 (down from JP¥10.81 in 1Q 2024). Revenue: JP¥4.69b (up 9.4% from 1Q 2024). Net income: JP¥36.0m (down 65% from 1Q 2024). Profit margin: 0.8% (down from 2.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • May 05+ 2 more updatesWA, Inc. to Report Q3, 2025 Results on Dec 13, 2024WA, Inc. announced that they will report Q3, 2025 results on Dec 13, 2024
Reported Earnings • May 04Full year 2024 earnings released: EPS: JP¥122 (vs JP¥72.35 in FY 2023)Full year 2024 results: EPS: JP¥122 (up from JP¥72.35 in FY 2023). Revenue: JP¥21.3b (up 21% from FY 2023). Net income: JP¥1.16b (up 69% from FY 2023). Profit margin: 5.5% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. 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 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 17Full year 2024 earnings released: EPS: JP¥122 (vs JP¥72.35 in FY 2023)Full year 2024 results: EPS: JP¥122 (up from JP¥72.35 in FY 2023). Revenue: JP¥21.3b (up 21% from FY 2023). Net income: JP¥1.16b (up 69% from FY 2023). Profit margin: 5.5% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. 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 13% per year, which means it is significantly lagging earnings growth.
공시 • Mar 17WA, Inc., Annual General Meeting, Apr 26, 2024WA, Inc., Annual General Meeting, Apr 26, 2024.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥17.50 per share at 0.5% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.4%).
공시 • Jan 12WA, Inc. to Report Fiscal Year 2024 Results on Mar 15, 2024WA, Inc. announced that they will report fiscal year 2024 results on Mar 15, 2024
Reported Earnings • Dec 16Third quarter 2024 earnings released: EPS: JP¥10.18 (vs JP¥21.32 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.18 (down from JP¥21.32 in 3Q 2023). Revenue: JP¥4.74b (up 13% from 3Q 2023). Net income: JP¥97.0m (down 52% from 3Q 2023). Profit margin: 2.0% (down from 4.8% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 22% per year, which means it is significantly lagging earnings growth.
공시 • Oct 28WA, Inc. to Report Q3, 2024 Results on Dec 15, 2023WA, Inc. announced that they will report Q3, 2024 results on Dec 15, 2023
Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: JP¥602,167 (vs JP¥33.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥602,167 (up from JP¥33.60 in 2Q 2023). Revenue: JP¥6.05b (up 23% from 2Q 2023). Net income: JP¥389.0m (up 22% from 2Q 2023). Profit margin: 6.4% (down from 6.5% 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 44% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공시 • Jul 29WA, Inc. to Report Q2, 2024 Results on Sep 14, 2023WA, Inc. announced that they will report Q2, 2024 results on Sep 14, 2023
Reported Earnings • Jun 17First quarter 2024 earnings released: EPS: JP¥21.62 (vs JP¥47.26 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥21.62 (up from JP¥47.26 loss in 1Q 2023). Revenue: JP¥4.29b (up 30% from 1Q 2023). Net income: JP¥103.0m (up JP¥328.0m from 1Q 2023). Profit margin: 2.4% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 16New 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 8.4% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 30%After last week's 30% share price gain to JP¥4,375, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 62% over the past three years.
Reported Earnings • May 03Full year 2023 earnings released: EPS: JP¥145 (vs JP¥149 in FY 2022)Full year 2023 results: EPS: JP¥145 (down from JP¥149 in FY 2022). Revenue: JP¥17.6b (up 12% from FY 2022). Net income: JP¥689.0m (down 2.5% from FY 2022). Profit margin: 3.9% (down from 4.5% in FY 2022). 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 whereas the company’s share price has increased by 17% per year.
Reported Earnings • Mar 18Full year 2023 earnings released: EPS: JP¥145 (vs JP¥149 in FY 2022)Full year 2023 results: EPS: JP¥145 (down from JP¥149 in FY 2022). Revenue: JP¥17.6b (up 12% from FY 2022). Net income: JP¥689.0m (down 2.5% from FY 2022). Profit margin: 3.9% (down from 4.5% in FY 2022). 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 13% per year, which means it is significantly lagging earnings growth.
공시 • Jan 28WA, Inc. to Report Q4, 2023 Results on Mar 17, 2023WA, Inc. announced that they will report Q4, 2023 results on Mar 17, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 28 April 2023. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Dec 16Third quarter 2023 earnings released: EPS: JP¥42.63 (vs JP¥17.24 in 3Q 2022)Third quarter 2023 results: EPS: JP¥42.63 (up from JP¥17.24 in 3Q 2022). Revenue: JP¥4.21b (up 22% from 3Q 2022). Net income: JP¥203.0m (up 148% from 3Q 2022). Profit margin: 4.8% (up from 2.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Oct 28WA, Inc. to Report Q3, 2023 Results on Dec 15, 2022WA, Inc. announced that they will report Q3, 2023 results on Dec 15, 2022
Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥67.20 (vs JP¥78.85 in 2Q 2022)Second quarter 2023 results: EPS: JP¥67.20 (down from JP¥78.85 in 2Q 2022). Revenue: JP¥4.93b (up 15% from 2Q 2022). Net income: JP¥320.0m (down 15% from 2Q 2022). Profit margin: 6.5% (down from 8.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Japan.
공시 • Jul 03WA, Inc. to Report Q2, 2023 Results on Sep 14, 2022WA, Inc. announced that they will report Q2, 2023 results on Sep 14, 2022
Reported Earnings • Jun 15First quarter 2023 earnings released: JP¥47.26 loss per share (vs JP¥28.82 loss in 1Q 2022)First quarter 2023 results: JP¥47.26 loss per share (down from JP¥28.82 loss in 1Q 2022). Revenue: JP¥3.30b (up 5.9% from 1Q 2022). Net loss: JP¥225.0m (loss widened 64% from 1Q 2022). Over the next year, revenue is forecast to grow 14%, compared to a 7.4% growth forecast for the industry in Japan.
공시 • May 04WA, Inc. to Report Q1, 2023 Results on Jun 14, 2022WA, Inc. announced that they will report Q1, 2023 results on Jun 14, 2022
공시 • Apr 08WA, Inc., Annual General Meeting, Apr 27, 2022WA, Inc., Annual General Meeting, Apr 27, 2022.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥2,403, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 36% over the past year.
Buying Opportunity • Mar 21Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥3,607, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% per annum over the last 3 years. Earnings per share has declined by 4.1% per annum over the last 3 years.
Reported Earnings • Dec 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥17.24 (up from JP¥0.63 in 3Q 2021). Revenue: JP¥3.45b (down 5.9% from 3Q 2021). Net income: JP¥82.0m (up JP¥79.0m from 3Q 2021). Profit margin: 2.4% (up from 0.1% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 33%. Earnings per share (EPS) surpassed analyst estimates by 33%. Over the next year, revenue is forecast to grow 23%, compared to a 6.8% growth forecast for the industry in Japan.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥3,625, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Specialty Retail industry in Japan. Total returns to shareholders of 9.2% over the past year.
Reported Earnings • Sep 16Second quarter 2022 earnings released: EPS JP¥78.85 (vs JP¥69.52 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¥4.30b (up 15% from 2Q 2021). Net income: JP¥375.0m (up 14% from 2Q 2021). Profit margin: 8.7% (down from 8.8% in 2Q 2021). The decrease in margin was driven by higher expenses.
Reported Earnings • Jun 17First quarter 2022 earnings released: JP¥28.82 loss per share (vs JP¥101 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥3.12b (up 100% from 1Q 2021). Net loss: JP¥137.0m (loss narrowed 71% from 1Q 2021).
Reported Earnings • Mar 19Full year 2021 earnings released: EPS JP¥50.34 (vs JP¥181 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥13.1b (down 6.6% from FY 2020). Net income: JP¥239.0m (down 68% from FY 2020). Profit margin: 1.8% (down from 5.4% in FY 2020). The decrease in margin was driven by lower revenue.
공시 • Mar 17WA, Inc., Annual General Meeting, Apr 28, 2021WA, Inc., Annual General Meeting, Apr 28, 2021.
Is New 90 Day High Low • Mar 12New 90-day high: JP¥3,255The company is up 9.0% from its price of JP¥2,980 on 11 December 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period.
공시 • Dec 31WA, Inc. to Report Fiscal Year 2021 Results on Mar 17, 2021WA, Inc. announced that they will report fiscal year 2021 results on Mar 17, 2021
Is New 90 Day High Low • Dec 18New 90-day low: JP¥2,921The company is down 12% from its price of JP¥3,320 on 18 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.
Reported Earnings • Dec 16Third quarter 2021 earnings released: EPS JP¥0.63The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.67b (down 3.9% from 3Q 2020). Net income: JP¥3.00m (down 98% from 3Q 2020). Profit margin: 0.1% (down from 3.8% in 3Q 2020). The decrease in margin was driven by lower revenue.
공시 • Oct 10WA, Inc. to Report Q3, 2021 Results on Dec 15, 2020WA, Inc. announced that they will report Q3, 2021 results on Dec 15, 2020
공시 • Aug 02WA, Inc. to Report Q2, 2021 Results on Sep 14, 2020WA, Inc. announced that they will report Q2, 2021 results on Sep 14, 2020
공시 • Jul 31WA, Inc. (TSE:7683) completed the acquisition of Himiko Co., Ltd. from Risa Partners, Inc.WA, Inc. (TSE:7683) signed share transfer agreement to acquire Himiko Co., Ltd. from Risa Partners, Inc. on March 16, 2020. WA, Inc. will acquire 10 shares of Himiko Co., Ltd. The transaction was resolved by Board of WA, Inc. on March 16, 2020 and is expected to close on May 1, 2020. WA, Inc. (TSE:7683) completed the acquisition of Himiko Co., Ltd. from Risa Partners, Inc. on May 1, 2020. Himiko Co., Ltd. will operate as a subsidiary of WA, Inc. going forward.
