KomeriLtd (8218) 주식 개요는 일본에서 주택 개량 매장 체인을 운영하고 있습니다. 자세히 보기8218 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장1/6과거 실적4/6재무 건전성6/6배당4/6강점공정 가치 추정치보다 낮은 2.6% 에서 거래수익은 매년 3.93% 증가할 것으로 예상됩니다.지난 1년간 수익이 6.7% 증가했습니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석우리의 위험 점검에서 8218에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기8218 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¥3.44k13.5% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0426b2016201920222025202620282031Revenue JP¥426.1bEarnings JP¥16.8bAdvancedSet Fair ValueView all narrativesKomeri Co.,Ltd. 경쟁사Joyful HondaLtdSymbol: TSE:3191Market cap: JP¥131.5bDCM HoldingsSymbol: TSE:3050Market cap: JP¥198.9bArclandsSymbol: TSE:9842Market cap: JP¥116.4bKohnan ShojiSymbol: TSE:7516Market cap: JP¥114.4b가격 이력 및 성과KomeriLtd 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥3,435.0052주 최고가JP¥3,710.0052주 최저가JP¥2,808.00베타-0.0161개월 변동0.73%3개월 변동-5.76%1년 변동18.49%3년 변동16.76%5년 변동32.83%IPO 이후 변동241.87%최근 뉴스 및 업데이트분석 기사 • May 01Komeri Co.,Ltd. (TSE:8218) Annual Results: Here's What Analysts Are Forecasting For This YearKomeri Co.,Ltd. ( TSE:8218 ) shareholders are probably feeling a little disappointed, since its shares fell 2.6% to...공시 • Apr 29Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026.공시 • Apr 21Komeri Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 28, 2026Komeri Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 28, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).분석 기사 • Jan 29Earnings Update: Here's Why Analysts Just Lifted Their Komeri Co.,Ltd. (TSE:8218) Price Target To JP¥3,550It's been a mediocre week for Komeri Co.,Ltd. ( TSE:8218 ) shareholders, with the stock dropping 10% to JP¥3,245 in the...Buy Or Sell Opportunity • Jan 29Now 21% undervaluedOver the last 90 days, the stock has risen 1.1% to JP¥3,245. The fair value is estimated to be JP¥4,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.3%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 9.0% in the next 2 years.더 많은 업데이트 보기Recent updates분석 기사 • May 01Komeri Co.,Ltd. (TSE:8218) Annual Results: Here's What Analysts Are Forecasting For This YearKomeri Co.,Ltd. ( TSE:8218 ) shareholders are probably feeling a little disappointed, since its shares fell 2.6% to...공시 • Apr 29Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026.공시 • Apr 21Komeri Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 28, 2026Komeri Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 28, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).분석 기사 • Jan 29Earnings Update: Here's Why Analysts Just Lifted Their Komeri Co.,Ltd. (TSE:8218) Price Target To JP¥3,550It's been a mediocre week for Komeri Co.,Ltd. ( TSE:8218 ) shareholders, with the stock dropping 10% to JP¥3,245 in the...Buy Or Sell Opportunity • Jan 29Now 21% undervaluedOver the last 90 days, the stock has risen 1.1% to JP¥3,245. The fair value is estimated to be JP¥4,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.3%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 9.0% in the next 2 years.공시 • Jan 29Komeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ended March 31, 2026Komeri Co.,Ltd. provided consolidated earnings guidance for the fiscal year ended March 31, 2026. For the year, the company expects Operating revenue of JPY 391,000 million, Operating profit of JPY 23,500 million, Profit attributable to owners of parent of JPY 14,600 million and basic earnings per of JPY 308.65.Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: JP¥75.47 (vs JP¥79.75 in 3Q 2025)Third quarter 2026 results: EPS: JP¥75.47 (down from JP¥79.75 in 3Q 2025). Revenue: JP¥98.0b (up 13% from 3Q 2025). Net income: JP¥3.57b (down 5.6% from 3Q 2025). Profit margin: 3.6% (down from 4.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.분석 기사 • Jan 27KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥28.00 per share on the 29th of June. The...분석 기사 • Dec 17KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00Komeri Co.,Ltd.'s ( TSE:8218 ) investors are due to receive a payment of ¥28.00 per share on 29th of June. This takes...공시 • Dec 17Komeri Co.,Ltd. to Report Q3, 2026 Results on Jan 27, 2026Komeri Co.,Ltd. announced that they will report Q3, 2026 results on Jan 27, 2026분석 기사 • Dec 02KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend on the 29th of June, with investors...Declared Dividend • Dec 02First half dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥73.25 (vs JP¥63.34 in 2Q 2025)Second quarter 2026 results: EPS: JP¥73.25 (up from JP¥63.34 in 2Q 2025). Revenue: JP¥95.8b (up 4.9% from 2Q 2025). Net income: JP¥3.48b (up 16% from 2Q 2025). Profit margin: 3.6% (up from 3.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • Oct 28Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 600,000 shares, representing 1.25% for ¥2,100 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.24% of its share capital, for ¥2,100 million. The purpose of the program is to improve capital efficiency and to enable the implementation of a flexible capital policy that responds to changes in the business environment. The program will expire on January 23, 2026. As of September 30, 2025, the company had 47,863,343 shares in issue (excluding treasury stock) and 6,545,825 shares in treasury.분석 기사 • Sep 25KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be paying its dividend of ¥28.00 on the 2nd of...공시 • Sep 25Komeri Co.,Ltd. to Report Q2, 2026 Results on Oct 28, 2025Komeri Co.,Ltd. announced that they will report Q2, 2026 results on Oct 28, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).분석 기사 • Sep 01Here's Why KomeriLtd (TSE:8218) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Jul 26Price target increased by 7.6% to JP¥3,550Up from JP¥3,300, the current price target is an average from 2 analysts. New target price is 15% above last closing price of JP¥3,095. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥315 for next year compared to JP¥289 last year.분석 기사 • Jul 25KomeriLtd's (TSE:8218) Upcoming Dividend Will Be Larger Than Last Year'sKomeri Co.,Ltd. ( TSE:8218 ) will increase its dividend from last year's comparable payment on the 2nd of December to...분석 기사 • Jul 24Komeri Co.,Ltd. (TSE:8218) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Komeri Co.,Ltd. ( TSE:8218 ) had a good week, as its shares rose 2.8% to close at JP¥3,100 following the...분석 기사 • Jul 09KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be increasing its dividend by 3.7% on the 2nd of...Declared Dividend • Jul 09Final dividend increased to JP¥28.00Dividend of JP¥28.00 is 3.7% higher than last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥289 (up from JP¥286 in FY 2024). Revenue: JP¥379.2b (up 2.3% from FY 2024). Net income: JP¥13.7b (flat on FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Jun 26Komeri Co.,Ltd. to Report Q1, 2026 Results on Jul 22, 2025Komeri Co.,Ltd. announced that they will report Q1, 2026 results on Jul 22, 2025분석 기사 • Apr 27Komeri Co.,Ltd. (TSE:8218) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?The full-year results for Komeri Co.,Ltd. ( TSE:8218 ) were released last week, making it a good time to revisit its...분석 기사 • Apr 23Calculating The Fair Value Of Komeri Co.,Ltd. (TSE:8218)Key Insights The projected fair value for KomeriLtd is JP¥2,600 based on 2 Stage Free Cash Flow to Equity Current share...Reported Earnings • Apr 23Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥289 (up from JP¥286 in FY 2024). Revenue: JP¥379.2b (up 2.3% from FY 2024). Net income: JP¥13.7b (flat on FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.공시 • Apr 22Komeri Co.,Ltd., Annual General Meeting, Jun 26, 2025Komeri Co.,Ltd., Annual General Meeting, Jun 26, 2025.분석 기사 • Mar 27KomeriLtd (TSE:8218) Will Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. This...공시 • Mar 27Komeri Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2025Komeri Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).분석 기사 • Feb 02Komeri Co.,Ltd. (TSE:8218) Just Reported, And Analysts Assigned A JP¥3,433 Price TargetShareholders might have noticed that Komeri Co.,Ltd. ( TSE:8218 ) filed its quarterly result this time last week. The...분석 기사 • Feb 01KomeriLtd's (TSE:8218) Dividend Will Be ¥27.00Komeri Co.,Ltd.'s ( TSE:8218 ) investors are due to receive a payment of ¥27.00 per share on 24th of June. This will...Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: JP¥79.75 (vs JP¥96.54 in 3Q 2024)Third quarter 2025 results: EPS: JP¥79.75 (down from JP¥96.54 in 3Q 2024). Revenue: JP¥97.3b (up 1.6% from 3Q 2024). Net income: JP¥3.78b (down 18% from 3Q 2024). Profit margin: 3.9% (down from 4.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Jan 30Komeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Komeri Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects operating revenue of JPY 380,000 million, Operating profit of JPY 22,500 million, Profit attributable to owners of parent of JPY 13,500 million and Earnings per share of JPY 284.52.분석 기사 • Dec 20KomeriLtd (TSE:8218) Is Due To Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. Based...분석 기사 • Dec 03KomeriLtd (TSE:8218) Is Due To Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. This...Declared Dividend • Dec 03First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Oct 29Price target decreased by 11% to JP¥3,433Down from JP¥3,850, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥3,300. Stock is up 5.4% over the past year. The company is forecast to post earnings per share of JP¥306 for next year compared to JP¥286 last year.분석 기사 • Oct 24Komeri Co.,Ltd. (TSE:8218) Just Reported, And Analysts Assigned A JP¥3,600 Price TargetLast week, you might have seen that Komeri Co.,Ltd. ( TSE:8218 ) released its interim result to the market. The early...공시 • Oct 23+ 1 more updateKomeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Komeri Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects operating revenue of JPY 388,000 million, Operating profit of JPY 24,300 million, Profit attributable to owners of parent of JPY 15,200 million and Earnings per share of JPY 317.57.Reported Earnings • Oct 23Second quarter 2025 earnings released: EPS: JP¥63.34 (vs JP¥75.09 in 2Q 2024)Second quarter 2025 results: EPS: JP¥63.34 (down from JP¥75.09 in 2Q 2024). Revenue: JP¥91.4b (up 1.3% from 2Q 2024). Net income: JP¥3.00b (down 16% from 2Q 2024). Profit margin: 3.3% (down from 4.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Oct 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥3,560. The fair value is estimated to be JP¥4,457, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Upcoming Dividend • Sep 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.4%).분석 기사 • Sep 10KomeriLtd (TSE:8218) Is Increasing Its Dividend To ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be increasing its dividend from last year's comparable payment...공시 • Sep 10Komeri Co.,Ltd. to Report Q2, 2025 Results on Oct 22, 2024Komeri Co.,Ltd. announced that they will report Q2, 2025 results on Oct 22, 2024분석 기사 • Aug 20We Think KomeriLtd (TSE:8218) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥3,105, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,478 per share.Buy Or Sell Opportunity • Aug 02Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥3,435. The fair value is estimated to be JP¥4,473, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: JP¥138 (vs JP¥117 in 1Q 2024)First quarter 2025 results: EPS: JP¥138 (up from JP¥117 in 1Q 2024). Revenue: JP¥107.4b (up 3.2% from 1Q 2024). Net income: JP¥6.56b (up 16% from 1Q 2024). Profit margin: 6.1% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.분석 기사 • Jul 26KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) will increase its dividend from last year's comparable payment on the 2nd of December to...분석 기사 • Jul 12KomeriLtd's (TSE:8218) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be paying its dividend of ¥27.00 on the 2nd of...Declared Dividend • Jul 11Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 28Komeri Co.,Ltd. to Report Q1, 2025 Results on Jul 23, 2024Komeri Co.,Ltd. announced that they will report Q1, 2025 results on Jul 23, 2024Reported Earnings • Jun 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥352 in FY 2023). Revenue: JP¥370.8b (down 2.3% from FY 2023). Net income: JP¥13.7b (down 20% from FY 2023). Profit margin: 3.7% (down from 4.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.분석 기사 • Jun 18Here's What To Make Of KomeriLtd's (TSE:8218) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...분석 기사 • May 21A Look At The Intrinsic Value Of Komeri Co.,Ltd. (TSE:8218)Key Insights Using the 2 Stage Free Cash Flow to Equity, KomeriLtd fair value estimate is JP¥3,800 With JP¥3,660 share...공시 • Apr 26Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 600,000 shares, representing 1.24% for ¥2,000 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.24% of its share capital, for ¥2,000 million. The program is aimed at improving capital efficiency, to implement flexible capital policies in response to changes in the business environment. The program will expire on July 19, 2024. As of March 31, 2024, the company had 48,403,448 shares in issue (excluding treasury stock) and 6,005,720 shares in treasury.공시 • Apr 24Komeri Co.,Ltd., Annual General Meeting, Jun 21, 2024Komeri Co.,Ltd., Annual General Meeting, Jun 21, 2024.Reported Earnings • Apr 24Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥352 in FY 2023). Revenue: JP¥370.8b (down 2.3% from FY 2023). Net income: JP¥13.7b (down 20% from FY 2023). Profit margin: 3.7% (down from 4.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Apr 17Now 21% undervaluedOver the last 90 days, the stock has risen 1.7% to JP¥3,355. The fair value is estimated to be JP¥4,245, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.8%. Revenue is forecast to grow by 3.0% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.3%).분석 기사 • Mar 18KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥26.00Komeri Co.,Ltd. ( TSE:8218 ) will pay a dividend of ¥26.00 on the 26th of June. Based on this payment, the dividend...공시 • Mar 17Komeri Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2024Komeri Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2024분석 기사 • Mar 14Returns On Capital At KomeriLtd (TSE:8218) Have StalledIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buy Or Sell Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock has risen 9.4% to JP¥3,360. The fair value is estimated to be JP¥4,275, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.8%. Revenue is forecast to grow by 3.1% in 2 years. Earnings are forecast to grow by 8.3% in the next 2 years.Reported Earnings • Jan 24Third quarter 2024 earnings released: EPS: JP¥96.54 (vs JP¥101 in 3Q 2023)Third quarter 2024 results: EPS: JP¥96.54 (down from JP¥101 in 3Q 2023). Revenue: JP¥95.8b (down 3.1% from 3Q 2023). Net income: JP¥4.62b (down 5.6% from 3Q 2023). Profit margin: 4.8% (down from 4.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Dec 24Komeri Co.,Ltd. to Report Q3, 2024 Results on Jan 23, 2024Komeri Co.,Ltd. announced that they will report Q3, 2024 results on Jan 23, 2024Price Target Changed • Dec 16Price target decreased by 9.3% to JP¥3,400Down from JP¥3,750, the current price target is provided by 1 analyst. New target price is 7.4% above last closing price of JP¥3,165. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥285 for next year compared to JP¥352 last year.Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: JP¥75.09 (vs JP¥90.37 in 2Q 2023)Second quarter 2024 results: EPS: JP¥75.09 (down from JP¥90.37 in 2Q 2023). Revenue: JP¥90.2b (flat on 2Q 2023). Net income: JP¥3.59b (down 18% from 2Q 2023). Profit margin: 4.0% (down from 4.9% in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.공시 • Oct 26Komeri Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2024Komeri Co.,Ltd. provided earnings guidance for the year ending March 31, 2024. For the year, the company expects Operating profit of JPY 21,800 million, Profit attributable to owners of parent of JPY 13,600 million and Earnings per share of JPY 283.81.Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).공시 • Sep 15Komeri Co.,Ltd. to Report Q2, 2024 Results on Oct 24, 2023Komeri Co.,Ltd. announced that they will report Q2, 2024 results on Oct 24, 2023Reported Earnings • Jul 26First quarter 2024 earnings released: EPS: JP¥117 (vs JP¥142 in 1Q 2023)First quarter 2024 results: EPS: JP¥117 (down from JP¥142 in 1Q 2023). Revenue: JP¥104.1b (down 3.3% from 1Q 2023). Net income: JP¥5.65b (down 18% from 1Q 2023). Profit margin: 5.4% (down from 6.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.공시 • May 28Komeri Co.,Ltd. to Report Q1, 2024 Results on Jul 25, 2023Komeri Co.,Ltd. announced that they will report Q1, 2024 results on Jul 25, 2023Reported Earnings • Apr 26Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥352 (down from JP¥360 in FY 2022). Revenue: JP¥379.4b (flat on FY 2022). Net income: JP¥17.1b (down 4.5% from FY 2022). Profit margin: 4.5% (down from 4.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.4%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Japan. 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 14% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).공시 • Feb 01Komeri Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2023Komeri Co.,Ltd. provided earnings guidance for the year ending March 31, 2023. For the year, the company expects to report the net sales of JPY 379,000 million, operating profit of JPY 25,700 million, profit attributable to owners of parent of JPY 16,100 million and earnings per share of JPY 331.16.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥101 (vs JP¥103 in 3Q 2022)Third quarter 2023 results: EPS: JP¥101 (down from JP¥103 in 3Q 2022). Revenue: JP¥98.9b (up 1.9% from 3Q 2022). Net income: JP¥4.89b (down 4.3% from 3Q 2022). Profit margin: 4.9% (down from 5.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Nov 27Komeri Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Komeri Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥90.37 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.37 (down from JP¥101 in 2Q 2022). Revenue: JP¥90.3b (flat on 2Q 2022). Net income: JP¥4.39b (down 13% from 2Q 2022). Profit margin: 4.9% (down from 5.6% in 2Q 2022). Revenue is forecast to grow 2.2% 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 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 8 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Hiromu Wada was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Oct 27+ 1 more updateKomeri Co.,Ltd. Announces Dividend for the Six Months Ended September 30, 2022, Payable on December 1, 2022 and Provides Dividend Guidance for the Year Ending March 31, 2023Komeri Co.,Ltd. announced the cash dividend of JPY 25.00 per share for the six months ended September 30, 2022 against JPY 23.00 per share for the same period a year ago. Scheduled date to commence dividend payments: December 1, 2022.For the year ending March 31, 2023, the company expects to pay the dividend of JPY 25.00 per share against JPY 23.00 per share a year ago.Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥90.37 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.37 (down from JP¥101 in 2Q 2022). Revenue: JP¥90.3b (flat on 2Q 2022). Net income: JP¥4.39b (down 13% from 2Q 2022). Profit margin: 4.9% (down from 5.6% in 2Q 2022). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).공시 • Sep 01Komeri Co.,Ltd. to Report Q2, 2023 Results on Oct 25, 2022Komeri Co.,Ltd. announced that they will report Q2, 2023 results on Oct 25, 2022Reported Earnings • Jul 27First quarter 2023 earnings released: EPS: JP¥142 (vs JP¥141 in 1Q 2022)First quarter 2023 results: EPS: JP¥142. Revenue: JP¥107.6b (up 1.1% from 1Q 2022). Net income: JP¥6.92b (down 1.1% from 1Q 2022). Profit margin: 6.4% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.2%, compared to a 7.7% growth forecast for the industry in Japan.공시 • Jun 12Komeri Co.,Ltd. to Report Q1, 2023 Results on Jul 26, 2022Komeri Co.,Ltd. announced that they will report Q1, 2023 results on Jul 26, 2022Reported Earnings • Apr 28Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥360 (down from JP¥410 in FY 2021). Revenue: JP¥376.1b (down 2.5% from FY 2021). Net income: JP¥17.9b (down 12% from FY 2021). Profit margin: 4.8% (down from 5.3% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.3% growth forecast for the retail industry in Japan. 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 5% per year, which means it is significantly lagging earnings growth.공시 • Apr 27Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 560,000 shares, representing 1.12% for ¥1,500 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 560,000 shares, representing 1.12% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to improve capital efficiency and enable the execution of agile capital policies in response to changes in the business environment. The program will continue through June 23, 2022. As of March 31, 2022, the company had 49,850,924 issued shares (excluding treasury stock) and 4,558,244treasury shares.Price Target Changed • Apr 27Price target increased to JP¥3,700Up from JP¥3,400, the current price target is an average from 3 analysts. New target price is 39% above last closing price of JP¥2,657. Stock is down 6.6% over the past year. The company is forecast to post earnings per share of JP¥345 for next year compared to JP¥410 last year.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). General Manager of Store Planning Division, Executive Officer & Director Naoshi Hosaka was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Apr 08Komeri Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 26, 2022Komeri Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 26, 2022Price Target Changed • Mar 31Price target increased to JP¥3,700Up from JP¥3,400, the current price target is an average from 3 analysts. New target price is 41% above last closing price of JP¥2,629. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥345 for next year compared to JP¥410 last year.Buying Opportunity • Mar 24Now 20% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be JP¥3,347, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% per annum over the last 3 years. Earnings per share has grown by 23% per annum over the last 3 years.주주 수익률8218JP Specialty RetailJP 시장7D-2.3%1.3%2.7%1Y18.5%30.6%42.1%전체 주주 수익률 보기수익률 대 산업: 8218은 지난 1년 동안 30.6%의 수익을 기록한 JP Specialty Retail 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 8218은 지난 1년 동안 42.1%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 8218's price volatile compared to industry and market?8218 volatility8218 Average Weekly Movement3.5%Specialty Retail Industry Average Movement4.2%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%안정적인 주가: 8218는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 8218의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19523,953Yuichiro Sasagewww.komeri.bit.or.jp는 일본에서 주택 개량 매장 체인을 운영하고 있습니다. 이 회사의 매장에서는 공구, 철물, 건축 자재, 농기구 등의 하드 상품과 녹색 식물, 원예/농사 자재 등의 그린 상품을 판매합니다. 파워, 프로, 하드&그린, 아테나 브랜드로 매장을 운영하고 있습니다.더 보기Komeri Co.,Ltd. 기초 지표 요약KomeriLtd의 순이익과 매출은 시가총액과 어떻게 비교됩니까?8218 기초 통계시가총액JP¥161.06b순이익 (TTM)JP¥14.65b매출 (TTM)JP¥370.54b11.0x주가수익비율(P/E)0.4x주가매출비율(P/S)8218는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표8218 손익계산서 (TTM)매출JP¥370.54b매출원가JP¥252.26b총이익JP¥118.28b기타 비용JP¥103.64b순이익JP¥14.65b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)311.88총이익률31.92%순이익률3.95%부채/자본 비율10.2%8218의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.7%현재 배당 수익률18%배당 성향8218는 안정적으로 배당을 지급합니까?8218 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 8218를 매수해야 하나요?KomeriLtd 배당 일정배당락일Mar 30 2026배당 지급일Jun 26 2026배당락일까지 남은 일수59 days배당 지급일까지 남은 일수29 days8218는 안정적으로 배당을 지급합니까?8218 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 16:11종가2026/05/27 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Komeri Co.,Ltd.는 14명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Rie SakaiBofA Global Researchnull nullCLSAJun KawaharaDaiwa Securities Co. Ltd.11명의 분석가 더 보기
분석 기사 • May 01Komeri Co.,Ltd. (TSE:8218) Annual Results: Here's What Analysts Are Forecasting For This YearKomeri Co.,Ltd. ( TSE:8218 ) shareholders are probably feeling a little disappointed, since its shares fell 2.6% to...
공시 • Apr 29Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026.
공시 • Apr 21Komeri Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 28, 2026Komeri Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 28, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
분석 기사 • Jan 29Earnings Update: Here's Why Analysts Just Lifted Their Komeri Co.,Ltd. (TSE:8218) Price Target To JP¥3,550It's been a mediocre week for Komeri Co.,Ltd. ( TSE:8218 ) shareholders, with the stock dropping 10% to JP¥3,245 in the...
Buy Or Sell Opportunity • Jan 29Now 21% undervaluedOver the last 90 days, the stock has risen 1.1% to JP¥3,245. The fair value is estimated to be JP¥4,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.3%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 9.0% in the next 2 years.
분석 기사 • May 01Komeri Co.,Ltd. (TSE:8218) Annual Results: Here's What Analysts Are Forecasting For This YearKomeri Co.,Ltd. ( TSE:8218 ) shareholders are probably feeling a little disappointed, since its shares fell 2.6% to...
공시 • Apr 29Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026Komeri Co.,Ltd., Annual General Meeting, Jun 25, 2026.
공시 • Apr 21Komeri Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 28, 2026Komeri Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 28, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
분석 기사 • Jan 29Earnings Update: Here's Why Analysts Just Lifted Their Komeri Co.,Ltd. (TSE:8218) Price Target To JP¥3,550It's been a mediocre week for Komeri Co.,Ltd. ( TSE:8218 ) shareholders, with the stock dropping 10% to JP¥3,245 in the...
Buy Or Sell Opportunity • Jan 29Now 21% undervaluedOver the last 90 days, the stock has risen 1.1% to JP¥3,245. The fair value is estimated to be JP¥4,092, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.3%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 9.0% in the next 2 years.
공시 • Jan 29Komeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ended March 31, 2026Komeri Co.,Ltd. provided consolidated earnings guidance for the fiscal year ended March 31, 2026. For the year, the company expects Operating revenue of JPY 391,000 million, Operating profit of JPY 23,500 million, Profit attributable to owners of parent of JPY 14,600 million and basic earnings per of JPY 308.65.
Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: JP¥75.47 (vs JP¥79.75 in 3Q 2025)Third quarter 2026 results: EPS: JP¥75.47 (down from JP¥79.75 in 3Q 2025). Revenue: JP¥98.0b (up 13% from 3Q 2025). Net income: JP¥3.57b (down 5.6% from 3Q 2025). Profit margin: 3.6% (down from 4.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
분석 기사 • Jan 27KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥28.00 per share on the 29th of June. The...
분석 기사 • Dec 17KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00Komeri Co.,Ltd.'s ( TSE:8218 ) investors are due to receive a payment of ¥28.00 per share on 29th of June. This takes...
공시 • Dec 17Komeri Co.,Ltd. to Report Q3, 2026 Results on Jan 27, 2026Komeri Co.,Ltd. announced that they will report Q3, 2026 results on Jan 27, 2026
분석 기사 • Dec 02KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend on the 29th of June, with investors...
Declared Dividend • Dec 02First half dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥73.25 (vs JP¥63.34 in 2Q 2025)Second quarter 2026 results: EPS: JP¥73.25 (up from JP¥63.34 in 2Q 2025). Revenue: JP¥95.8b (up 4.9% from 2Q 2025). Net income: JP¥3.48b (up 16% from 2Q 2025). Profit margin: 3.6% (up from 3.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • Oct 28Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 600,000 shares, representing 1.25% for ¥2,100 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.24% of its share capital, for ¥2,100 million. The purpose of the program is to improve capital efficiency and to enable the implementation of a flexible capital policy that responds to changes in the business environment. The program will expire on January 23, 2026. As of September 30, 2025, the company had 47,863,343 shares in issue (excluding treasury stock) and 6,545,825 shares in treasury.
분석 기사 • Sep 25KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be paying its dividend of ¥28.00 on the 2nd of...
공시 • Sep 25Komeri Co.,Ltd. to Report Q2, 2026 Results on Oct 28, 2025Komeri Co.,Ltd. announced that they will report Q2, 2026 results on Oct 28, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).
분석 기사 • Sep 01Here's Why KomeriLtd (TSE:8218) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Jul 26Price target increased by 7.6% to JP¥3,550Up from JP¥3,300, the current price target is an average from 2 analysts. New target price is 15% above last closing price of JP¥3,095. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥315 for next year compared to JP¥289 last year.
분석 기사 • Jul 25KomeriLtd's (TSE:8218) Upcoming Dividend Will Be Larger Than Last Year'sKomeri Co.,Ltd. ( TSE:8218 ) will increase its dividend from last year's comparable payment on the 2nd of December to...
분석 기사 • Jul 24Komeri Co.,Ltd. (TSE:8218) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Komeri Co.,Ltd. ( TSE:8218 ) had a good week, as its shares rose 2.8% to close at JP¥3,100 following the...
분석 기사 • Jul 09KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥28.00The board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be increasing its dividend by 3.7% on the 2nd of...
Declared Dividend • Jul 09Final dividend increased to JP¥28.00Dividend of JP¥28.00 is 3.7% higher than last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 01Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥289 (up from JP¥286 in FY 2024). Revenue: JP¥379.2b (up 2.3% from FY 2024). Net income: JP¥13.7b (flat on FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Jun 26Komeri Co.,Ltd. to Report Q1, 2026 Results on Jul 22, 2025Komeri Co.,Ltd. announced that they will report Q1, 2026 results on Jul 22, 2025
분석 기사 • Apr 27Komeri Co.,Ltd. (TSE:8218) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?The full-year results for Komeri Co.,Ltd. ( TSE:8218 ) were released last week, making it a good time to revisit its...
분석 기사 • Apr 23Calculating The Fair Value Of Komeri Co.,Ltd. (TSE:8218)Key Insights The projected fair value for KomeriLtd is JP¥2,600 based on 2 Stage Free Cash Flow to Equity Current share...
Reported Earnings • Apr 23Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥289 (up from JP¥286 in FY 2024). Revenue: JP¥379.2b (up 2.3% from FY 2024). Net income: JP¥13.7b (flat on FY 2024). Profit margin: 3.6% (down from 3.7% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
공시 • Apr 22Komeri Co.,Ltd., Annual General Meeting, Jun 26, 2025Komeri Co.,Ltd., Annual General Meeting, Jun 26, 2025.
분석 기사 • Mar 27KomeriLtd (TSE:8218) Will Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. This...
공시 • Mar 27Komeri Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2025Komeri Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
분석 기사 • Feb 02Komeri Co.,Ltd. (TSE:8218) Just Reported, And Analysts Assigned A JP¥3,433 Price TargetShareholders might have noticed that Komeri Co.,Ltd. ( TSE:8218 ) filed its quarterly result this time last week. The...
분석 기사 • Feb 01KomeriLtd's (TSE:8218) Dividend Will Be ¥27.00Komeri Co.,Ltd.'s ( TSE:8218 ) investors are due to receive a payment of ¥27.00 per share on 24th of June. This will...
Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: JP¥79.75 (vs JP¥96.54 in 3Q 2024)Third quarter 2025 results: EPS: JP¥79.75 (down from JP¥96.54 in 3Q 2024). Revenue: JP¥97.3b (up 1.6% from 3Q 2024). Net income: JP¥3.78b (down 18% from 3Q 2024). Profit margin: 3.9% (down from 4.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Jan 30Komeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Komeri Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects operating revenue of JPY 380,000 million, Operating profit of JPY 22,500 million, Profit attributable to owners of parent of JPY 13,500 million and Earnings per share of JPY 284.52.
분석 기사 • Dec 20KomeriLtd (TSE:8218) Is Due To Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. Based...
분석 기사 • Dec 03KomeriLtd (TSE:8218) Is Due To Pay A Dividend Of ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will pay a dividend of ¥27.00 per share on the 24th of June. This...
Declared Dividend • Dec 03First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Oct 29Price target decreased by 11% to JP¥3,433Down from JP¥3,850, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥3,300. Stock is up 5.4% over the past year. The company is forecast to post earnings per share of JP¥306 for next year compared to JP¥286 last year.
분석 기사 • Oct 24Komeri Co.,Ltd. (TSE:8218) Just Reported, And Analysts Assigned A JP¥3,600 Price TargetLast week, you might have seen that Komeri Co.,Ltd. ( TSE:8218 ) released its interim result to the market. The early...
공시 • Oct 23+ 1 more updateKomeri Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Komeri Co.,Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects operating revenue of JPY 388,000 million, Operating profit of JPY 24,300 million, Profit attributable to owners of parent of JPY 15,200 million and Earnings per share of JPY 317.57.
Reported Earnings • Oct 23Second quarter 2025 earnings released: EPS: JP¥63.34 (vs JP¥75.09 in 2Q 2024)Second quarter 2025 results: EPS: JP¥63.34 (down from JP¥75.09 in 2Q 2024). Revenue: JP¥91.4b (up 1.3% from 2Q 2024). Net income: JP¥3.00b (down 16% from 2Q 2024). Profit margin: 3.3% (down from 4.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Oct 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to JP¥3,560. The fair value is estimated to be JP¥4,457, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.4%).
분석 기사 • Sep 10KomeriLtd (TSE:8218) Is Increasing Its Dividend To ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be increasing its dividend from last year's comparable payment...
공시 • Sep 10Komeri Co.,Ltd. to Report Q2, 2025 Results on Oct 22, 2024Komeri Co.,Ltd. announced that they will report Q2, 2025 results on Oct 22, 2024
분석 기사 • Aug 20We Think KomeriLtd (TSE:8218) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥3,105, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,478 per share.
Buy Or Sell Opportunity • Aug 02Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to JP¥3,435. The fair value is estimated to be JP¥4,473, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.6%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: JP¥138 (vs JP¥117 in 1Q 2024)First quarter 2025 results: EPS: JP¥138 (up from JP¥117 in 1Q 2024). Revenue: JP¥107.4b (up 3.2% from 1Q 2024). Net income: JP¥6.56b (up 16% from 1Q 2024). Profit margin: 6.1% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
분석 기사 • Jul 26KomeriLtd (TSE:8218) Will Pay A Larger Dividend Than Last Year At ¥27.00Komeri Co.,Ltd. ( TSE:8218 ) will increase its dividend from last year's comparable payment on the 2nd of December to...
분석 기사 • Jul 12KomeriLtd's (TSE:8218) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Komeri Co.,Ltd. ( TSE:8218 ) has announced that it will be paying its dividend of ¥27.00 on the 2nd of...
Declared Dividend • Jul 11Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 28Komeri Co.,Ltd. to Report Q1, 2025 Results on Jul 23, 2024Komeri Co.,Ltd. announced that they will report Q1, 2025 results on Jul 23, 2024
Reported Earnings • Jun 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥352 in FY 2023). Revenue: JP¥370.8b (down 2.3% from FY 2023). Net income: JP¥13.7b (down 20% from FY 2023). Profit margin: 3.7% (down from 4.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
분석 기사 • Jun 18Here's What To Make Of KomeriLtd's (TSE:8218) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
분석 기사 • May 21A Look At The Intrinsic Value Of Komeri Co.,Ltd. (TSE:8218)Key Insights Using the 2 Stage Free Cash Flow to Equity, KomeriLtd fair value estimate is JP¥3,800 With JP¥3,660 share...
공시 • Apr 26Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 600,000 shares, representing 1.24% for ¥2,000 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 1.24% of its share capital, for ¥2,000 million. The program is aimed at improving capital efficiency, to implement flexible capital policies in response to changes in the business environment. The program will expire on July 19, 2024. As of March 31, 2024, the company had 48,403,448 shares in issue (excluding treasury stock) and 6,005,720 shares in treasury.
공시 • Apr 24Komeri Co.,Ltd., Annual General Meeting, Jun 21, 2024Komeri Co.,Ltd., Annual General Meeting, Jun 21, 2024.
Reported Earnings • Apr 24Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥352 in FY 2023). Revenue: JP¥370.8b (down 2.3% from FY 2023). Net income: JP¥13.7b (down 20% from FY 2023). Profit margin: 3.7% (down from 4.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Apr 17Now 21% undervaluedOver the last 90 days, the stock has risen 1.7% to JP¥3,355. The fair value is estimated to be JP¥4,245, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.8%. Revenue is forecast to grow by 3.0% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.3%).
분석 기사 • Mar 18KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥26.00Komeri Co.,Ltd. ( TSE:8218 ) will pay a dividend of ¥26.00 on the 26th of June. Based on this payment, the dividend...
공시 • Mar 17Komeri Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2024Komeri Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2024
분석 기사 • Mar 14Returns On Capital At KomeriLtd (TSE:8218) Have StalledIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buy Or Sell Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock has risen 9.4% to JP¥3,360. The fair value is estimated to be JP¥4,275, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.8%. Revenue is forecast to grow by 3.1% in 2 years. Earnings are forecast to grow by 8.3% in the next 2 years.
Reported Earnings • Jan 24Third quarter 2024 earnings released: EPS: JP¥96.54 (vs JP¥101 in 3Q 2023)Third quarter 2024 results: EPS: JP¥96.54 (down from JP¥101 in 3Q 2023). Revenue: JP¥95.8b (down 3.1% from 3Q 2023). Net income: JP¥4.62b (down 5.6% from 3Q 2023). Profit margin: 4.8% (down from 4.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Dec 24Komeri Co.,Ltd. to Report Q3, 2024 Results on Jan 23, 2024Komeri Co.,Ltd. announced that they will report Q3, 2024 results on Jan 23, 2024
Price Target Changed • Dec 16Price target decreased by 9.3% to JP¥3,400Down from JP¥3,750, the current price target is provided by 1 analyst. New target price is 7.4% above last closing price of JP¥3,165. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥285 for next year compared to JP¥352 last year.
Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: JP¥75.09 (vs JP¥90.37 in 2Q 2023)Second quarter 2024 results: EPS: JP¥75.09 (down from JP¥90.37 in 2Q 2023). Revenue: JP¥90.2b (flat on 2Q 2023). Net income: JP¥3.59b (down 18% from 2Q 2023). Profit margin: 4.0% (down from 4.9% in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
공시 • Oct 26Komeri Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2024Komeri Co.,Ltd. provided earnings guidance for the year ending March 31, 2024. For the year, the company expects Operating profit of JPY 21,800 million, Profit attributable to owners of parent of JPY 13,600 million and Earnings per share of JPY 283.81.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
공시 • Sep 15Komeri Co.,Ltd. to Report Q2, 2024 Results on Oct 24, 2023Komeri Co.,Ltd. announced that they will report Q2, 2024 results on Oct 24, 2023
Reported Earnings • Jul 26First quarter 2024 earnings released: EPS: JP¥117 (vs JP¥142 in 1Q 2023)First quarter 2024 results: EPS: JP¥117 (down from JP¥142 in 1Q 2023). Revenue: JP¥104.1b (down 3.3% from 1Q 2023). Net income: JP¥5.65b (down 18% from 1Q 2023). Profit margin: 5.4% (down from 6.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
공시 • May 28Komeri Co.,Ltd. to Report Q1, 2024 Results on Jul 25, 2023Komeri Co.,Ltd. announced that they will report Q1, 2024 results on Jul 25, 2023
Reported Earnings • Apr 26Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥352 (down from JP¥360 in FY 2022). Revenue: JP¥379.4b (flat on FY 2022). Net income: JP¥17.1b (down 4.5% from FY 2022). Profit margin: 4.5% (down from 4.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.4%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Japan. 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 14% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
공시 • Feb 01Komeri Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2023Komeri Co.,Ltd. provided earnings guidance for the year ending March 31, 2023. For the year, the company expects to report the net sales of JPY 379,000 million, operating profit of JPY 25,700 million, profit attributable to owners of parent of JPY 16,100 million and earnings per share of JPY 331.16.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥101 (vs JP¥103 in 3Q 2022)Third quarter 2023 results: EPS: JP¥101 (down from JP¥103 in 3Q 2022). Revenue: JP¥98.9b (up 1.9% from 3Q 2022). Net income: JP¥4.89b (down 4.3% from 3Q 2022). Profit margin: 4.9% (down from 5.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Nov 27Komeri Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Komeri Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥90.37 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.37 (down from JP¥101 in 2Q 2022). Revenue: JP¥90.3b (flat on 2Q 2022). Net income: JP¥4.39b (down 13% from 2Q 2022). Profit margin: 4.9% (down from 5.6% in 2Q 2022). Revenue is forecast to grow 2.2% 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 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 8 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Hiromu Wada was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Oct 27+ 1 more updateKomeri Co.,Ltd. Announces Dividend for the Six Months Ended September 30, 2022, Payable on December 1, 2022 and Provides Dividend Guidance for the Year Ending March 31, 2023Komeri Co.,Ltd. announced the cash dividend of JPY 25.00 per share for the six months ended September 30, 2022 against JPY 23.00 per share for the same period a year ago. Scheduled date to commence dividend payments: December 1, 2022.For the year ending March 31, 2023, the company expects to pay the dividend of JPY 25.00 per share against JPY 23.00 per share a year ago.
Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥90.37 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.37 (down from JP¥101 in 2Q 2022). Revenue: JP¥90.3b (flat on 2Q 2022). Net income: JP¥4.39b (down 13% from 2Q 2022). Profit margin: 4.9% (down from 5.6% in 2Q 2022). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
공시 • Sep 01Komeri Co.,Ltd. to Report Q2, 2023 Results on Oct 25, 2022Komeri Co.,Ltd. announced that they will report Q2, 2023 results on Oct 25, 2022
Reported Earnings • Jul 27First quarter 2023 earnings released: EPS: JP¥142 (vs JP¥141 in 1Q 2022)First quarter 2023 results: EPS: JP¥142. Revenue: JP¥107.6b (up 1.1% from 1Q 2022). Net income: JP¥6.92b (down 1.1% from 1Q 2022). Profit margin: 6.4% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.2%, compared to a 7.7% growth forecast for the industry in Japan.
공시 • Jun 12Komeri Co.,Ltd. to Report Q1, 2023 Results on Jul 26, 2022Komeri Co.,Ltd. announced that they will report Q1, 2023 results on Jul 26, 2022
Reported Earnings • Apr 28Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥360 (down from JP¥410 in FY 2021). Revenue: JP¥376.1b (down 2.5% from FY 2021). Net income: JP¥17.9b (down 12% from FY 2021). Profit margin: 4.8% (down from 5.3% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.3% growth forecast for the retail industry in Japan. 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 5% per year, which means it is significantly lagging earnings growth.
공시 • Apr 27Komeri Co.,Ltd. (TSE:8218) announces an Equity Buyback for 560,000 shares, representing 1.12% for ¥1,500 million.Komeri Co.,Ltd. (TSE:8218) announces a share repurchase program. Under the program, the company will repurchase up to 560,000 shares, representing 1.12% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to improve capital efficiency and enable the execution of agile capital policies in response to changes in the business environment. The program will continue through June 23, 2022. As of March 31, 2022, the company had 49,850,924 issued shares (excluding treasury stock) and 4,558,244treasury shares.
Price Target Changed • Apr 27Price target increased to JP¥3,700Up from JP¥3,400, the current price target is an average from 3 analysts. New target price is 39% above last closing price of JP¥2,657. Stock is down 6.6% over the past year. The company is forecast to post earnings per share of JP¥345 for next year compared to JP¥410 last year.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). General Manager of Store Planning Division, Executive Officer & Director Naoshi Hosaka was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Apr 08Komeri Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 26, 2022Komeri Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 26, 2022
Price Target Changed • Mar 31Price target increased to JP¥3,700Up from JP¥3,400, the current price target is an average from 3 analysts. New target price is 41% above last closing price of JP¥2,629. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥345 for next year compared to JP¥410 last year.
Buying Opportunity • Mar 24Now 20% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be JP¥3,347, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% per annum over the last 3 years. Earnings per share has grown by 23% per annum over the last 3 years.
