Yamada Holdings 향후 성장

Future 기준 점검 1/6

Yamada Holdings (는) 각각 연간 6.2% 및 2.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.3% 로 예상됩니다.

핵심 정보

6.2%

이익 성장률

13.07%

EPS 성장률

Specialty Retail 이익 성장	7.4%
매출 성장률	2.7%
향후 자기자본이익률	5.34%
애널리스트 커버리지	Good
마지막 업데이트	11 Nov 2025

최근 향후 성장 업데이트

Yamada Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

Nov 08

Earnings Release: Here's Why Analysts Cut Their Yamada Holdings Co., Ltd. (TSE:9831) Price Target To JP¥490

Aug 10

Yamada Holdings Co., Ltd. Just Missed EPS By 18%: Here's What Analysts Think Will Happen Next

Feb 09

Earnings Miss: Yamada Holdings Co., Ltd. Missed EPS By 48% And Analysts Are Revising Their Forecasts

Nov 13

Recent updates

Yamada Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

Nov 08

Earnings Release: Here's Why Analysts Cut Their Yamada Holdings Co., Ltd. (TSE:9831) Price Target To JP¥490

Aug 10

Yamada Holdings' (TSE:9831) Solid Earnings Are Supported By Other Strong Factors

Jul 03

Market Cool On Yamada Holdings Co., Ltd.'s (TSE:9831) Earnings

May 02

These 4 Measures Indicate That Yamada Holdings (TSE:9831) Is Using Debt Extensively

Apr 15

Yamada Holdings (TSE:9831) Is Due To Pay A Dividend Of ¥13.00

Mar 05

Yamada Holdings Co., Ltd. Just Missed EPS By 18%: Here's What Analysts Think Will Happen Next

Feb 09

Slowing Rates Of Return At Yamada Holdings (TSE:9831) Leave Little Room For Excitement

Jan 30

Yamada Holdings (TSE:9831) Has Affirmed Its Dividend Of ¥13.00

Dec 30

Yamada Holdings (TSE:9831) Will Pay A Dividend Of ¥13.00

Dec 05

Yamada Holdings' (TSE:9831) Conservative Accounting Might Explain Soft Earnings

Nov 21

Earnings Miss: Yamada Holdings Co., Ltd. Missed EPS By 48% And Analysts Are Revising Their Forecasts

Nov 13

Yamada Holdings (TSE:9831) Has Affirmed Its Dividend Of ¥13.00

Nov 12

Yamada Holdings Co., Ltd. (TSE:9831) Shares Could Be 34% Below Their Intrinsic Value Estimate

Nov 09

Investors Holding Back On Yamada Holdings Co., Ltd. (TSE:9831)

Oct 22

Is Yamada Holdings (TSE:9831) A Risky Investment?

Aug 03

Yamada Holdings Co., Ltd. (TSE:9831) Not Lagging Market On Growth Or Pricing

Jul 03

We Think You Can Look Beyond Yamada Holdings' (TSE:9831) Lackluster Earnings

May 21

Yamada Holdings Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

May 10

Is There An Opportunity With Yamada Holdings Co., Ltd.'s (TSE:9831) 41% Undervaluation?

May 08

Yamada Holdings (TSE:9831) Is Due To Pay A Dividend Of ¥12.00

Mar 17

Yamada Holdings (TSE:9831) Has Announced A Dividend Of ¥12.00

Mar 02

이익 및 매출 성장 예측

TSE:9831 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
3/31/2028	1,731,217	30,896	34,750	N/A	7
3/31/2027	1,691,924	29,800	28,008	N/A	8
3/31/2026	1,659,351	28,045	31,050	N/A	8
9/30/2025	1,633,167	26,920	N/A	N/A	N/A
6/30/2025	1,627,629	26,148	N/A	N/A	N/A
3/31/2025	1,629,069	26,912	10,321	51,566	N/A
12/31/2024	1,614,602	22,602	N/A	N/A	N/A
9/30/2024	1,612,807	23,579	7,054	35,473	N/A
6/30/2024	1,607,403	23,180	N/A	N/A	N/A
3/31/2024	1,592,009	24,055	28,217	54,559	N/A
12/31/2023	1,594,303	28,092	N/A	N/A	N/A
9/30/2023	1,601,155	27,438	25,265	53,154	N/A
6/30/2023	1,588,436	27,635	N/A	N/A	N/A
3/31/2023	1,600,586	31,824	22,205	43,740	N/A
12/31/2022	1,603,926	33,645	N/A	N/A	N/A
9/30/2022	1,593,614	38,222	26,599	49,536	N/A
6/30/2022	1,612,251	47,822	N/A	N/A	N/A
3/31/2022	1,619,379	50,555	-8,469	21,084	N/A
12/31/2021	1,662,210	56,568	N/A	N/A	N/A
9/30/2021	1,692,609	60,870	-6,950	23,723	N/A
6/30/2021	1,728,973	53,326	N/A	N/A	N/A
3/31/2021	1,752,506	51,798	98,990	122,281	N/A
12/31/2020	1,676,642	42,522	N/A	N/A	N/A
9/30/2020	1,628,281	30,486	69,203	84,207	N/A
6/30/2020	1,641,623	35,804	N/A	N/A	N/A
3/31/2020	1,611,538	24,605	42,615	62,433	N/A
12/31/2019	1,626,472	26,597	N/A	N/A	N/A
9/30/2019	1,650,466	28,020	38,814	57,520	N/A
6/30/2019	1,607,616	15,948	N/A	N/A	N/A
3/31/2019	1,600,583	14,692	N/A	36,023	N/A
12/31/2018	1,588,971	10,901	N/A	N/A	N/A
9/30/2018	1,579,842	14,649	N/A	62,243	N/A
6/30/2018	1,577,543	29,001	N/A	N/A	N/A
3/31/2018	1,573,873	29,779	N/A	61,689	N/A
12/31/2017	1,587,047	37,325	N/A	N/A	N/A
9/30/2017	1,583,562	37,267	N/A	8,055	N/A
6/30/2017	1,565,065	36,972	N/A	N/A	N/A
3/31/2017	1,563,056	34,528	N/A	43,855	N/A
12/31/2016	1,560,450	33,145	N/A	N/A	N/A
9/30/2016	1,575,184	31,810	N/A	79,821	N/A
6/30/2016	1,604,203	31,111	N/A	N/A	N/A
3/31/2016	1,612,735	30,395	N/A	-23	N/A
12/31/2015	1,620,873	21,542	N/A	N/A	N/A
9/30/2015	1,636,032	17,997	N/A	-17,163	N/A
6/30/2015	1,623,031	10,055	N/A	N/A	N/A
3/31/2015	1,664,370	9,340	N/A	22,982	N/A
12/31/2014	1,784,462	26,334	N/A	N/A	N/A

애널리스트 향후 성장 전망

수입 대 저축률: 9831 의 연간 예상 수익 증가율(6.2%)이 saving rate(0.6%)보다 높습니다.

수익 vs 시장: 9831 의 연간 수익(6.2%)이 JP 시장(8.3%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: 9831 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 9831 의 수익(연간 2.7%)이 JP 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 9831 의 수익(연간 2.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 9831의 자본 수익률은 3년 후 5.3%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/11/30 23:52
종가	2025/11/28 00:00
수익	2025/09/30
연간 수익	2025/03/31

데이터 소스

당사의 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.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Yamada Holdings Co., Ltd.는 23명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Michael Jon Allen	Azabu Research
Maki Shinozaki	Barclays
Arashi Nishizawa	BofA Global Research

Yamada Holdings 향후 성장

Future 기준 점검 1/6

핵심 정보

최근 향후 성장 업데이트

Yamada Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

Earnings Release: Here's Why Analysts Cut Their Yamada Holdings Co., Ltd. (TSE:9831) Price Target To JP¥490

Price target decreased by 12% to JP¥490

Yamada Holdings Co., Ltd. Just Missed EPS By 18%: Here's What Analysts Think Will Happen Next

Price target increased by 16% to JP¥570

Earnings Miss: Yamada Holdings Co., Ltd. Missed EPS By 48% And Analysts Are Revising Their Forecasts

Recent updates

Yamada Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

Yamada Holdings (TSE:9831) Is Increasing Its Dividend To ¥17.00

Dividend of JP¥17.00 announced

Second quarter 2026 earnings: EPS misses analyst expectations

Yamada Holdings (TSE:9831) Could Be At Risk Of Shrinking As A Company

Yamada Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 05, 2025

Yamada Holdings (TSE:9831) Has A Somewhat Strained Balance Sheet

Earnings Release: Here's Why Analysts Cut Their Yamada Holdings Co., Ltd. (TSE:9831) Price Target To JP¥490

First quarter 2026 earnings released: EPS: JP¥12.87 (vs JP¥13.92 in 1Q 2025)

Yamada Holdings' (TSE:9831) Solid Earnings Are Supported By Other Strong Factors

Yamada Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025

Price target decreased by 12% to JP¥490

New major risk - Financial position

Full year 2025 earnings: EPS misses analyst expectations

Yamada Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025

Market Cool On Yamada Holdings Co., Ltd.'s (TSE:9831) Earnings

These 4 Measures Indicate That Yamada Holdings (TSE:9831) Is Using Debt Extensively

Now 21% undervalued after recent price drop

Upcoming dividend of JP¥13.00 per share

Yamada Holdings (TSE:9831) Is Due To Pay A Dividend Of ¥13.00

Yamada Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025

Yamada Holdings Co., Ltd. Just Missed EPS By 18%: Here's What Analysts Think Will Happen Next

Third quarter 2025 earnings: EPS and revenues miss analyst expectations

Slowing Rates Of Return At Yamada Holdings (TSE:9831) Leave Little Room For Excitement

Yamada Holdings (TSE:9831) Has Affirmed Its Dividend Of ¥13.00

Yamada Holdings (TSE:9831) Will Pay A Dividend Of ¥13.00

Yamada Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025

Yamada Holdings' (TSE:9831) Conservative Accounting Might Explain Soft Earnings

Price target increased by 16% to JP¥570

Earnings Miss: Yamada Holdings Co., Ltd. Missed EPS By 48% And Analysts Are Revising Their Forecasts

Yamada Holdings (TSE:9831) Has Affirmed Its Dividend Of ¥13.00

Dividend of JP¥13.00 announced

Yamada Holdings Co., Ltd. (TSE:9831) Shares Could Be 34% Below Their Intrinsic Value Estimate

Second quarter 2025 earnings: EPS and revenues miss analyst expectations

Investors Holding Back On Yamada Holdings Co., Ltd. (TSE:9831)

Yamada Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024

New major risk - Financial position

First quarter 2025 earnings: EPS misses analyst expectations

Is Yamada Holdings (TSE:9831) A Risky Investment?

Less than half of directors are independent

Yamada Holdings Co., Ltd. (TSE:9831) Not Lagging Market On Growth Or Pricing

We Think You Can Look Beyond Yamada Holdings' (TSE:9831) Lackluster Earnings

Yamada Holdings Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Yamada Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024

Is There An Opportunity With Yamada Holdings Co., Ltd.'s (TSE:9831) 41% Undervaluation?

Full year 2024 earnings: EPS misses analyst expectations

Upcoming dividend of JP¥12.00 per share

Yamada Holdings (TSE:9831) Is Due To Pay A Dividend Of ¥12.00

Yamada Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 07, 2024

Yamada Holdings (TSE:9831) Has Announced A Dividend Of ¥12.00

Dividend of JP¥12.00 announced

Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

Yamada Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 01, 2024

Second quarter 2024 earnings: EPS misses analyst expectations

Yamada Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 02, 2023

First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

Yamada Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023

Consensus EPS estimates fall by 17%

Full year 2023 earnings: EPS misses analyst expectations

Consensus EPS estimates fall by 16%

Now 21% undervalued

Now 20% undervalued

Now 22% undervalued after recent price drop

Now 20% undervalued

Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Now 21% undervalued after recent price drop

Yamada Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023

Second quarter 2023 earnings released: EPS: JP¥3.61 (vs JP¥15.22 in 2Q 2022)

Less than half of directors are independent