View Financial HealthArclands 배당 및 자사주 매입배당 기준 점검 3/6Arclands 수익으로 충분히 충당되는 현재 수익률 2.1% 보유한 배당금 지급 회사입니다. 마지막 지급일: 29th May, 2026 이며 배당락일은 다음과 같습니다. 26th February, 2026.핵심 정보2.1%배당 수익률-0.8%자사주 매입 수익률총 주주 수익률1.3%미래 배당 수익률2.1%배당 성장률6.3%다음 배당 지급일29 May 26배당락일26 Feb 26주당 배당금n/a배당 성향31%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).분석 기사 • Jan 06Arclands (TSE:9842) Has Announced A Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. This...분석 기사 • Nov 25Arclands' (TSE:9842) Dividend Will Be ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the 1st...분석 기사 • Oct 27Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. The...Declared Dividend • Oct 21First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Aug 24Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 21st of October...모든 업데이트 보기Recent updates공시 • May 26Arclands Corporation to Report Q1, 2027 Results on Jul 14, 2026Arclands Corporation announced that they will report Q1, 2027 results on Jul 14, 2026Reported Earnings • Apr 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥129 (down from JP¥163 in FY 2025). Revenue: JP¥357.2b (up 7.9% from FY 2025). Net income: JP¥8.09b (down 20% from FY 2025). Profit margin: 2.3% (down from 3.1% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is expected to decline by 1.0% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 8.2%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.공시 • Apr 14Arclands Corporation, Annual General Meeting, May 28, 2026Arclands Corporation, Annual General Meeting, May 28, 2026.공시 • Apr 07Arclands Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026Arclands Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥1,904. The fair value is estimated to be JP¥2,382, 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 20%. Revenue is forecast to decline by 0.06% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.Reported Earnings • Jan 07Third quarter 2026 earnings released: EPS: JP¥22.21 (vs JP¥55.62 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.21 (down from JP¥55.62 in 3Q 2025). Revenue: JP¥89.5b (up 8.4% from 3Q 2025). Net income: JP¥1.39b (down 60% from 3Q 2025). Profit margin: 1.6% (down from 4.2% 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 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.분석 기사 • Jan 06Arclands (TSE:9842) Has Announced A Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. This...공시 • Jan 06Arclands Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026Arclands Corporation revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects net sales of JPY 342,500 million, operating profit of JPY 14,500 million, profit attributable to owners of parent of JPY 8,000 million, basic earnings per share of JPY 127.98 per share against previous guidance of net sales of JPY 335,000 million, operating profit of JPY 19,300 million, profit attributable to owners of parent of JPY 11,600 million, basic earnings per share of JPY 186.19 per share. Housing-related (retail, wholesale, and real estate) financial results for the nine months ended November 30, 2025 were positively affected by the front-loaded consolidation of Pets First Holdings Co. Ltd. and the opening of new Lopia (franchise) stores in the retail business. The food service business also performed well thanks to fair menus and campaigns in addition to opening of new restaurants. As a result, consolidated net sales are expected to exceed the forecast. Meanwhile, on the profit front, despite efforts to reduce expenses through the digitization of sales promotions and streamlining of logistics in the housing-related sector, these efforts were not sufficient to absorb the impact of upward pressure on costs, such as new store opening costs, personnel expenses, utilities expenses, and rents. In the food service business as well, the gross profit margin declined due to a higher-than-expected cost of sales ratio mainly caused by higher rice prices, resulting in sluggish growth in consolidated operating profit, ordinary profit, and profit attributable to owners of parent. Since the above trend is expected to continue in the third quarter and beyond, and financial results are expected to be lower than the previous forecasts, the Company has revised the forecast value for each item as shown above.분석 기사 • Nov 25Arclands' (TSE:9842) Dividend Will Be ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the 1st...공시 • Nov 25Arclands Corporation to Report Q3, 2026 Results on Jan 06, 2026Arclands Corporation announced that they will report Q3, 2026 results on Jan 06, 2026분석 기사 • Oct 27Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. The...Declared Dividend • Oct 21First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 04Second quarter 2026 earnings released: EPS: JP¥44.87 (vs JP¥50.88 in 2Q 2025)Second quarter 2026 results: EPS: JP¥44.87 (down from JP¥50.88 in 2Q 2025). Revenue: JP¥93.2b (up 12% from 2Q 2025). Net income: JP¥2.80b (down 12% from 2Q 2025). Profit margin: 3.0% (down from 3.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.분석 기사 • Aug 24Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 21st of October...공시 • Aug 23Arclands Corporation to Report Q2, 2026 Results on Oct 03, 2025Arclands Corporation announced that they will report Q2, 2026 results on Oct 03, 2025Upcoming Dividend • Aug 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 21 October 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).분석 기사 • Jul 16Arclands (TSE:9842) Is Due To Pay A Dividend Of ¥20.00Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the 21st of October...Reported Earnings • Jul 03First quarter 2026 earnings released: EPS: JP¥46.31 (vs JP¥49.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥46.31 (down from JP¥49.89 in 1Q 2025). Revenue: JP¥85.5b (up 2.9% from 1Q 2025). Net income: JP¥2.89b (down 7.2% from 1Q 2025). Profit margin: 3.4% (down from 3.7% in 1Q 2025). The decrease in margin was driven by higher expenses. 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 28% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.분석 기사 • Jul 02Arclands' (TSE:9842) Dividend Will Be ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 21st of October. This...공시 • Jul 02+ 1 more updateArclands Corporation Provides Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending February, 2026Arclands Corporation provided dividend guidance for the second quarter-end and year-end of the fiscal year ending February, 2026. For the second quarter-end of the fiscal year ending February 28, 2025, the company expects to pay a dividend of JPY 20.00 per share against JPY 20.00 per share paid a year ago. For the year-end of fiscal year ending February 28, 2025, the company expects to pay a dividend of JPY 20.00 per share against JPY 20.00 per share paid a year ago.분석 기사 • Jun 18Arclands' (TSE:9842) Dividend Will Be ¥20.00Arclands Corporation ( TSE:9842 ) will pay a dividend of ¥20.00 on the 21st of October. This makes the dividend yield...Declared Dividend • Jun 18Final dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 21st October 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 07Arclands Corporation (TSE:9842) completed the acquisition of Pets First Holdings Co., Ltd. from Nobumasa Masamune.Arclands Corporation (TSE:9842) intends to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 27, 2025. Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 28, 2025 A cash consideration will be paid by Arclands Corporation for 1,000 shares. As of October 31, 2024, Pets First Holdings Co., Ltd. reported total assets of ¥9.37 billion and total common equity of ¥2.3 billion. Arclands Corporation (TSE:9842) completed the acquisition of Pets First Holdings Co., Ltd. from Nobumasa Masamune on June 6, 2025.Reported Earnings • Jun 04Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163. Revenue: JP¥331.0b (up 1.9% from FY 2024). Net income: JP¥10.1b (up 11% from FY 2024). Profit margin: 3.1% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 20%. 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.공시 • May 24Arclands Corporation to Report Q1, 2026 Results on Jul 01, 2025Arclands Corporation announced that they will report Q1, 2026 results on Jul 01, 2025Price Target Changed • May 22Price target increased by 13% to JP¥1,700Up from JP¥1,500, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,739. Stock is down 7.0% over the past year. The company is forecast to post earnings per share of JP¥194 for next year compared to JP¥163 last year.공시 • Apr 15Arclands Corporation Proposes Dividend for the Fiscal Year Ending February 28, 2025, Payable on May 30, 2025Arclands Corporation proposed dividend for the fiscal year ending February 28,2025, payable on May 30, 2025. For the year, the company announced dividend of JPY 20.00 per share compare to JPY 20.00 per share a year ago. .Reported Earnings • Apr 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163. Revenue: JP¥331.0b (up 1.9% from FY 2024). Net income: JP¥10.1b (up 11% from FY 2024). Profit margin: 3.1% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is expected to decline by 2.4% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.7%.공시 • Apr 11Arclands Corporation, Annual General Meeting, May 29, 2025Arclands Corporation, Annual General Meeting, May 29, 2025.분석 기사 • Apr 08Arclands Corporation (TSE:9842) Doing What It Can To Lift SharesWith a median price-to-earnings (or "P/E") ratio of close to 11x in Japan, you could be forgiven for feeling...Price Target Changed • Mar 12Price target decreased by 12% to JP¥1,500Down from JP¥1,700, the current price target is provided by 1 analyst. New target price is 8.6% below last closing price of JP¥1,641. Stock is down 2.5% over the past year. The company is forecast to post earnings per share of JP¥204 for next year compared to JP¥177 last year.공시 • Feb 28Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune.Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 27, 2025. A cash consideration will be paid by Arclands Corporation for 1,000 shares. As of October 31, 2024, Pets First Holdings Co., Ltd. reported total assets of ¥9.37 billion and total common equity of ¥2.3 billion.공시 • Feb 25Arclands Corporation to Report Fiscal Year 2025 Results on Apr 11, 2025Arclands Corporation announced that they will report fiscal year 2025 results on Apr 11, 2025Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 26 May 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).Price Target Changed • Jan 22Price target decreased by 11% to JP¥1,600Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 5.4% below last closing price of JP¥1,692. Stock is down 0.1% over the past year. The company is forecast to post earnings per share of JP¥207 for next year compared to JP¥177 last year.New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jan 08Third quarter 2025 earnings released: EPS: JP¥55.62 (vs JP¥32.19 in 3Q 2024)Third quarter 2025 results: EPS: JP¥55.62 (up from JP¥32.19 in 3Q 2024). Revenue: JP¥82.6b (up 2.1% from 3Q 2024). Net income: JP¥3.47b (up 73% from 3Q 2024). Profit margin: 4.2% (up from 2.5% in 3Q 2024). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Nov 26Arclands Corporation to Report Q3, 2025 Results on Jan 07, 2025Arclands Corporation announced that they will report Q3, 2025 results on Jan 07, 2025Declared Dividend • Oct 22First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th February 2025 Payment date: 26th May 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 09Second quarter 2025 earnings released: EPS: JP¥50.88 (vs JP¥64.55 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.88. Revenue: JP¥83.3b (flat on 2Q 2024). Net income: JP¥3.17b (up 21% from 2Q 2024). Profit margin: 3.8% (up from 3.1% in 2Q 2024). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.9%.Declared Dividend • Oct 07Dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th February 2025 Payment date: 26th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (294% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 23 October 2024. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).공시 • Aug 14Arclands Corporation to Report Q2, 2025 Results on Oct 04, 2024Arclands Corporation announced that they will report Q2, 2025 results on Oct 04, 2024Reported Earnings • Jul 07First quarter 2025 earnings released: EPS: JP¥49.89 (vs JP¥108 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.89 (down from JP¥108 in 1Q 2024). Revenue: JP¥83.1b (up 1.7% from 1Q 2024). Net income: JP¥3.11b (down 29% from 1Q 2024). Profit margin: 3.7% (down from 5.4% in 1Q 2024). Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.분석 기사 • Jun 17Arclands (TSE:9842) Will Pay A Dividend Of ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the...Declared Dividend • Jun 06Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 23rd October 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (20% earnings payout ratio) but not covered by cash flows (294% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥177 (down from JP¥238 in FY 2023). Revenue: JP¥324.9b (flat on FY 2023). Net income: JP¥9.13b (down 5.6% from FY 2023). Profit margin: 2.8% (down from 3.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. 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 18% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.공시 • May 29Arclands Corporation to Report Q1, 2025 Results on Jul 05, 2024Arclands Corporation announced that they will report Q1, 2025 results on Jul 05, 2024Price Target Changed • May 17Price target increased by 13% to JP¥1,800Up from JP¥1,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,864. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥172 last year.Major Estimate Revision • May 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥188 to JP¥210. Revenue forecast steady at JP¥314.3b. Net income forecast to grow 44% next year vs 16% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,600 to JP¥1,800. Share price fell 3.5% to JP¥1,864 over the past week.Reported Earnings • Apr 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥172 (down from JP¥238 in FY 2023). Revenue: JP¥324.9b (flat on FY 2023). Net income: JP¥9.13b (down 5.6% from FY 2023). Profit margin: 2.8% (down from 3.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공시 • Apr 14Arclands Corporation, Annual General Meeting, May 23, 2024Arclands Corporation, Annual General Meeting, May 23, 2024.분석 기사 • Feb 28Arclands (TSE:9842) Is Paying Out A Dividend Of ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the...공시 • Feb 24Arclands Corporation to Report Fiscal Year 2024 Results on Apr 12, 2024Arclands Corporation announced that they will report fiscal year 2024 results on Apr 12, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥32.19 (vs JP¥48.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.19. Revenue: JP¥80.9b (flat on 3Q 2023). Net income: JP¥2.01b (up 2.5% from 3Q 2023). Profit margin: 2.5% (up from 2.4% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Specialty Retail industry in Japan.공시 • Nov 24Arclands Corporation to Report Q3, 2024 Results on Jan 12, 2024Arclands Corporation announced that they will report Q3, 2024 results on Jan 12, 2024Major Estimate Revision • Oct 13Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥220 to JP¥192. Revenue forecast unchanged from JP¥313.8b at last update. Net income forecast to grow 19% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,600 unchanged from last update. Share price was steady at JP¥1,499 over the past week.Reported Earnings • Oct 07Second quarter 2024 earnings released: EPS: JP¥64.55 (vs JP¥85.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥64.55 (down from JP¥85.49 in 2Q 2023). Revenue: JP¥83.7b (flat on 2Q 2023). Net income: JP¥2.62b (down 25% from 2Q 2023). Profit margin: 3.1% (down from 4.1% in 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 24 October 2023. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).공시 • Aug 19Arclands Corporation to Report Q2, 2024 Results on Oct 06, 2023Arclands Corporation announced that they will report Q2, 2024 results on Oct 06, 2023Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥108 (vs JP¥96.98 in 1Q 2023)First quarter 2024 results: EPS: JP¥108 (up from JP¥96.98 in 1Q 2023). Revenue: JP¥81.7b (down 1.3% from 1Q 2023). Net income: JP¥4.39b (up 12% from 1Q 2023). Profit margin: 5.4% (up from 4.8% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jul 14Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥240 to JP¥215 per share. Revenue forecast steady at JP¥313.8b. Net income forecast to grow 14% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.1% to JP¥1,585 over the past week.Reported Earnings • May 30Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥238 (down from JP¥385 in FY 2022). Revenue: JP¥327.2b (down 4.4% from FY 2022). Net income: JP¥9.66b (down 38% from FY 2022). Profit margin: 3.0% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to stay flat during the next 3 years compared to a 6.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • May 28Arclands Corporation to Report Q1, 2024 Results on Jul 11, 2023Arclands Corporation announced that they will report Q1, 2024 results on Jul 11, 2023Major Estimate Revision • May 02Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥322.3b to JP¥316.5b. EPS estimate also fell from JP¥253 per share to JP¥225 per share. Net income forecast to grow 21% next year vs 3.7% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,800 to JP¥1,500. Share price was steady at JP¥1,500 over the past week.Price Target Changed • May 01Price target decreased by 21% to JP¥1,500Down from JP¥1,900, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,534. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of JP¥225 for next year compared to JP¥238 last year.Reported Earnings • Apr 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥238 (down from JP¥385 in FY 2022). Revenue: JP¥327.2b (down 4.4% from FY 2022). Net income: JP¥9.66b (down 38% from FY 2022). Profit margin: 3.0% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Price Target Changed • Jan 19Price target decreased to JP¥1,800Down from JP¥2,000, the current price target is provided by 1 analyst. New target price is 28% above last closing price of JP¥1,402. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of JP¥233 for next year compared to JP¥385 last year.Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥48.33 (vs JP¥74.86 in 3Q 2022)Third quarter 2023 results: EPS: JP¥48.33 (down from JP¥74.86 in 3Q 2022). Revenue: JP¥80.6b (down 7.7% from 3Q 2022). Net income: JP¥1.96b (down 35% from 3Q 2022). Profit margin: 2.4% (down from 3.5% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • Nov 24Arclands Corporation to Report Q3, 2023 Results on Jan 13, 2023Arclands Corporation announced that they will report Q3, 2023 results on Jan 13, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (10 non-independent directors). External Director Koichi Ohmuro was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,712, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,419 per share.공시 • Oct 05City Index Eleventh Fund acquired a 5.06% stake in Arclands Corporation (TSE:9842).City Index Eleventh Fund acquired a 5.06% stake in Arclands Corporation (TSE:9842) on October 4, 2022. City Index Eleventh Fund completed the acquisition of 5.06% stake in Arclands Corporation (TSE:9842) on October 4, 2022.Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: JP¥85.48 (vs JP¥280 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.48 (down from JP¥280 in 2Q 2022). Revenue: JP¥83.8b (down 2.7% from 2Q 2022). Net income: JP¥3.47b (down 70% from 2Q 2022). Profit margin: 4.1% (down from 13% in 2Q 2022). Revenue is forecast to stay flat 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 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 11 October 2022. Payout ratio is a comfortable 7.2% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).공시 • Aug 19Arcland Sakamoto Co.,Ltd. to Report Q2, 2023 Results on Oct 03, 2022Arcland Sakamoto Co.,Ltd. announced that they will report Q2, 2023 results on Oct 03, 2022Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥96.97 (vs JP¥63.52 in 1Q 2022)First quarter 2023 results: EPS: JP¥96.97 (up from JP¥63.52 in 1Q 2022). Revenue: JP¥82.8b (up 2.0% from 1Q 2022). Net income: JP¥3.93b (up 53% from 1Q 2022). Profit margin: 4.8% (up from 3.2% in 1Q 2022). Over the next year, revenue is expected to shrink by 3.6% compared to a 7.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 01Full year 2022 earnings: Revenues in line with analyst expectationsFull year 2022 results: Revenue: JP¥342.3b (up 87% from FY 2021). Net income: JP¥15.6b (up 79% from FY 2021). Profit margin: 4.6% (down from 4.8% in FY 2021). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 3.4% compared to a 7.6% growth forecast for the retail industry in Japan.공시 • May 27Arcland Sakamoto Co.,Ltd. to Report Q1, 2023 Results on Jul 04, 2022Arcland Sakamoto Co.,Ltd. announced that they will report Q1, 2023 results on Jul 04, 2022Price Target Changed • Apr 27Price target increased to JP¥1,900Up from JP¥1,700, the current price target is an average from 2 analysts. New target price is 27% above last closing price of JP¥1,493. Stock is down 1.8% over the past year. The company is forecast to post earnings per share of JP¥277 for next year compared to JP¥385 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. 6 experienced directors. 6 highly experienced directors. No independent directors (10 non-independent directors). External Director Koichi Ohmuro was the last director to join the board, commencing their role in 2016. 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 13Arcland Sakamoto Co.,Ltd., Annual General Meeting, May 26, 2022Arcland Sakamoto Co.,Ltd., Annual General Meeting, May 26, 2022.Reported Earnings • Apr 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥385 (up from JP¥215 in FY 2021). Revenue: JP¥342.3b (up 87% from FY 2021). Net income: JP¥15.6b (up 79% from FY 2021). Profit margin: 4.6% (down from 4.8% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to stay flat compared to a 6.4% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Feb 24Arcland Sakamoto Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 11, 2022Arcland Sakamoto Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 11, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 6.3% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 22Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥74.85 (up from JP¥41.42 in 3Q 2021). Revenue: JP¥87.4b (up 172% from 3Q 2021). Net income: JP¥3.04b (up 81% from 3Q 2021). Profit margin: 3.5% (down from 5.2% in 3Q 2021). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Dec 22Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥74.85 (up from JP¥41.42 in 3Q 2021). Revenue: JP¥87.4b (up 172% from 3Q 2021). Net income: JP¥3.04b (up 81% from 3Q 2021). Profit margin: 3.5% (down from 5.2% in 3Q 2021). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Price Target Changed • Oct 12Price target increased to JP¥1,900Up from JP¥1,700, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥1,686. Stock is down 26% over the past year.Reported Earnings • Sep 22Second quarter 2022 earnings released: EPS JP¥280 (vs JP¥59.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥86.1b (up 164% from 2Q 2021). Net income: JP¥11.4b (up 373% from 2Q 2021). Profit margin: 13% (up from 7.4% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,796, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Specialty Retail industry in Japan. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥961 per share.Upcoming Dividend • Aug 12Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 12 October 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Price Target Changed • Jun 30Price target decreased to JP¥1,700Down from JP¥1,870, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥1,517. Stock is down 17% over the past year.Major Estimate Revision • Jun 29Consensus EPS estimates increase to JP¥471The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥338.0b to JP¥365.0b. EPS estimate increased from JP¥303 to JP¥471 per share. Net income forecast to grow 40% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price rose 6.6% to JP¥1,599 over the past week.Reported Earnings • Jun 24First quarter 2022 earnings released: EPS JP¥63.52 (vs JP¥57.25 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥81.1b (up 151% from 1Q 2021). Net income: JP¥2.58b (up 11% from 1Q 2021). Profit margin: 3.2% (down from 7.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 30Full year 2021 earnings released: EPS JP¥215 (vs JP¥119 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥183.6b (up 63% from FY 2020). Net income: JP¥8.73b (up 80% from FY 2020). Profit margin: 4.8% (up from 4.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 16New 90-day high: JP¥1,785The company is up 2.0% from a price of JP¥1,754 on 16 December 2020. Underperformed the Japanese market, which is up 10.0% over the last 90 days. Lagged the Specialty Retail industry, which is up 7.0% over the same period.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 9842 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 9842 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Arclands 배당 수익률 vs 시장9842의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (9842)2.1%시장 하위 25% (JP)1.7%시장 상위 25% (JP)3.8%업계 평균 (Specialty Retail)1.4%분석가 예측 (9842) (최대 3년)2.1%주목할만한 배당금: 9842 의 배당금( 2.1% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.73% )보다 높습니다.고배당: 9842 의 배당금( 2.1% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.77% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 30.9% )로 9842 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 180.3% )이 높기 때문에 9842 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/29 22:25종가2026/05/29 00:00수익2026/02/28연간 수익2026/02/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Arclands Corporation는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Fumihiko ShimizuDaiwa Securities Co. Ltd.Takashi YanahiraIchiyoshi Research Institute Inc.Hiroshi KobaMorgan Stanley
Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
분석 기사 • Jan 06Arclands (TSE:9842) Has Announced A Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. This...
분석 기사 • Nov 25Arclands' (TSE:9842) Dividend Will Be ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the 1st...
분석 기사 • Oct 27Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. The...
Declared Dividend • Oct 21First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Aug 24Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 21st of October...
공시 • May 26Arclands Corporation to Report Q1, 2027 Results on Jul 14, 2026Arclands Corporation announced that they will report Q1, 2027 results on Jul 14, 2026
Reported Earnings • Apr 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥129 (down from JP¥163 in FY 2025). Revenue: JP¥357.2b (up 7.9% from FY 2025). Net income: JP¥8.09b (down 20% from FY 2025). Profit margin: 2.3% (down from 3.1% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is expected to decline by 1.0% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 8.2%. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
공시 • Apr 14Arclands Corporation, Annual General Meeting, May 28, 2026Arclands Corporation, Annual General Meeting, May 28, 2026.
공시 • Apr 07Arclands Corporation to Report Fiscal Year 2026 Results on Apr 14, 2026Arclands Corporation announced that they will report fiscal year 2026 results on Apr 14, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥1,904. The fair value is estimated to be JP¥2,382, 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 20%. Revenue is forecast to decline by 0.06% in 2 years. Earnings are forecast to grow by 62% in the next 2 years.
Reported Earnings • Jan 07Third quarter 2026 earnings released: EPS: JP¥22.21 (vs JP¥55.62 in 3Q 2025)Third quarter 2026 results: EPS: JP¥22.21 (down from JP¥55.62 in 3Q 2025). Revenue: JP¥89.5b (up 8.4% from 3Q 2025). Net income: JP¥1.39b (down 60% from 3Q 2025). Profit margin: 1.6% (down from 4.2% 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 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
분석 기사 • Jan 06Arclands (TSE:9842) Has Announced A Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. This...
공시 • Jan 06Arclands Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026Arclands Corporation revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects net sales of JPY 342,500 million, operating profit of JPY 14,500 million, profit attributable to owners of parent of JPY 8,000 million, basic earnings per share of JPY 127.98 per share against previous guidance of net sales of JPY 335,000 million, operating profit of JPY 19,300 million, profit attributable to owners of parent of JPY 11,600 million, basic earnings per share of JPY 186.19 per share. Housing-related (retail, wholesale, and real estate) financial results for the nine months ended November 30, 2025 were positively affected by the front-loaded consolidation of Pets First Holdings Co. Ltd. and the opening of new Lopia (franchise) stores in the retail business. The food service business also performed well thanks to fair menus and campaigns in addition to opening of new restaurants. As a result, consolidated net sales are expected to exceed the forecast. Meanwhile, on the profit front, despite efforts to reduce expenses through the digitization of sales promotions and streamlining of logistics in the housing-related sector, these efforts were not sufficient to absorb the impact of upward pressure on costs, such as new store opening costs, personnel expenses, utilities expenses, and rents. In the food service business as well, the gross profit margin declined due to a higher-than-expected cost of sales ratio mainly caused by higher rice prices, resulting in sluggish growth in consolidated operating profit, ordinary profit, and profit attributable to owners of parent. Since the above trend is expected to continue in the third quarter and beyond, and financial results are expected to be lower than the previous forecasts, the Company has revised the forecast value for each item as shown above.
분석 기사 • Nov 25Arclands' (TSE:9842) Dividend Will Be ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the 1st...
공시 • Nov 25Arclands Corporation to Report Q3, 2026 Results on Jan 06, 2026Arclands Corporation announced that they will report Q3, 2026 results on Jan 06, 2026
분석 기사 • Oct 27Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 1st of June. The...
Declared Dividend • Oct 21First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 04Second quarter 2026 earnings released: EPS: JP¥44.87 (vs JP¥50.88 in 2Q 2025)Second quarter 2026 results: EPS: JP¥44.87 (down from JP¥50.88 in 2Q 2025). Revenue: JP¥93.2b (up 12% from 2Q 2025). Net income: JP¥2.80b (down 12% from 2Q 2025). Profit margin: 3.0% (down from 3.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
분석 기사 • Aug 24Arclands (TSE:9842) Has Affirmed Its Dividend Of ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 21st of October...
공시 • Aug 23Arclands Corporation to Report Q2, 2026 Results on Oct 03, 2025Arclands Corporation announced that they will report Q2, 2026 results on Oct 03, 2025
Upcoming Dividend • Aug 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 21 October 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
분석 기사 • Jul 16Arclands (TSE:9842) Is Due To Pay A Dividend Of ¥20.00Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the 21st of October...
Reported Earnings • Jul 03First quarter 2026 earnings released: EPS: JP¥46.31 (vs JP¥49.89 in 1Q 2025)First quarter 2026 results: EPS: JP¥46.31 (down from JP¥49.89 in 1Q 2025). Revenue: JP¥85.5b (up 2.9% from 1Q 2025). Net income: JP¥2.89b (down 7.2% from 1Q 2025). Profit margin: 3.4% (down from 3.7% in 1Q 2025). The decrease in margin was driven by higher expenses. 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 28% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
분석 기사 • Jul 02Arclands' (TSE:9842) Dividend Will Be ¥20.00Arclands Corporation's ( TSE:9842 ) investors are due to receive a payment of ¥20.00 per share on 21st of October. This...
공시 • Jul 02+ 1 more updateArclands Corporation Provides Dividend Guidance for the Second Quarter-End and Year-End of the Fiscal Year Ending February, 2026Arclands Corporation provided dividend guidance for the second quarter-end and year-end of the fiscal year ending February, 2026. For the second quarter-end of the fiscal year ending February 28, 2025, the company expects to pay a dividend of JPY 20.00 per share against JPY 20.00 per share paid a year ago. For the year-end of fiscal year ending February 28, 2025, the company expects to pay a dividend of JPY 20.00 per share against JPY 20.00 per share paid a year ago.
분석 기사 • Jun 18Arclands' (TSE:9842) Dividend Will Be ¥20.00Arclands Corporation ( TSE:9842 ) will pay a dividend of ¥20.00 on the 21st of October. This makes the dividend yield...
Declared Dividend • Jun 18Final dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 21st October 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 07Arclands Corporation (TSE:9842) completed the acquisition of Pets First Holdings Co., Ltd. from Nobumasa Masamune.Arclands Corporation (TSE:9842) intends to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 27, 2025. Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 28, 2025 A cash consideration will be paid by Arclands Corporation for 1,000 shares. As of October 31, 2024, Pets First Holdings Co., Ltd. reported total assets of ¥9.37 billion and total common equity of ¥2.3 billion. Arclands Corporation (TSE:9842) completed the acquisition of Pets First Holdings Co., Ltd. from Nobumasa Masamune on June 6, 2025.
Reported Earnings • Jun 04Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163. Revenue: JP¥331.0b (up 1.9% from FY 2024). Net income: JP¥10.1b (up 11% from FY 2024). Profit margin: 3.1% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 20%. 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.
공시 • May 24Arclands Corporation to Report Q1, 2026 Results on Jul 01, 2025Arclands Corporation announced that they will report Q1, 2026 results on Jul 01, 2025
Price Target Changed • May 22Price target increased by 13% to JP¥1,700Up from JP¥1,500, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,739. Stock is down 7.0% over the past year. The company is forecast to post earnings per share of JP¥194 for next year compared to JP¥163 last year.
공시 • Apr 15Arclands Corporation Proposes Dividend for the Fiscal Year Ending February 28, 2025, Payable on May 30, 2025Arclands Corporation proposed dividend for the fiscal year ending February 28,2025, payable on May 30, 2025. For the year, the company announced dividend of JPY 20.00 per share compare to JPY 20.00 per share a year ago. .
Reported Earnings • Apr 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥163. Revenue: JP¥331.0b (up 1.9% from FY 2024). Net income: JP¥10.1b (up 11% from FY 2024). Profit margin: 3.1% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is expected to decline by 2.4% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.7%.
공시 • Apr 11Arclands Corporation, Annual General Meeting, May 29, 2025Arclands Corporation, Annual General Meeting, May 29, 2025.
분석 기사 • Apr 08Arclands Corporation (TSE:9842) Doing What It Can To Lift SharesWith a median price-to-earnings (or "P/E") ratio of close to 11x in Japan, you could be forgiven for feeling...
Price Target Changed • Mar 12Price target decreased by 12% to JP¥1,500Down from JP¥1,700, the current price target is provided by 1 analyst. New target price is 8.6% below last closing price of JP¥1,641. Stock is down 2.5% over the past year. The company is forecast to post earnings per share of JP¥204 for next year compared to JP¥177 last year.
공시 • Feb 28Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune.Arclands Corporation (TSE:9842) agreed to acquire Pets First Holdings Co., Ltd. from Nobumasa Masamune on February 27, 2025. A cash consideration will be paid by Arclands Corporation for 1,000 shares. As of October 31, 2024, Pets First Holdings Co., Ltd. reported total assets of ¥9.37 billion and total common equity of ¥2.3 billion.
공시 • Feb 25Arclands Corporation to Report Fiscal Year 2025 Results on Apr 11, 2025Arclands Corporation announced that they will report fiscal year 2025 results on Apr 11, 2025
Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 26 May 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Price Target Changed • Jan 22Price target decreased by 11% to JP¥1,600Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 5.4% below last closing price of JP¥1,692. Stock is down 0.1% over the past year. The company is forecast to post earnings per share of JP¥207 for next year compared to JP¥177 last year.
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jan 08Third quarter 2025 earnings released: EPS: JP¥55.62 (vs JP¥32.19 in 3Q 2024)Third quarter 2025 results: EPS: JP¥55.62 (up from JP¥32.19 in 3Q 2024). Revenue: JP¥82.6b (up 2.1% from 3Q 2024). Net income: JP¥3.47b (up 73% from 3Q 2024). Profit margin: 4.2% (up from 2.5% in 3Q 2024). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Nov 26Arclands Corporation to Report Q3, 2025 Results on Jan 07, 2025Arclands Corporation announced that they will report Q3, 2025 results on Jan 07, 2025
Declared Dividend • Oct 22First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th February 2025 Payment date: 26th May 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 09Second quarter 2025 earnings released: EPS: JP¥50.88 (vs JP¥64.55 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.88. Revenue: JP¥83.3b (flat on 2Q 2024). Net income: JP¥3.17b (up 21% from 2Q 2024). Profit margin: 3.8% (up from 3.1% in 2Q 2024). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.9%.
Declared Dividend • Oct 07Dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th February 2025 Payment date: 26th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (294% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 23 October 2024. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
공시 • Aug 14Arclands Corporation to Report Q2, 2025 Results on Oct 04, 2024Arclands Corporation announced that they will report Q2, 2025 results on Oct 04, 2024
Reported Earnings • Jul 07First quarter 2025 earnings released: EPS: JP¥49.89 (vs JP¥108 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.89 (down from JP¥108 in 1Q 2024). Revenue: JP¥83.1b (up 1.7% from 1Q 2024). Net income: JP¥3.11b (down 29% from 1Q 2024). Profit margin: 3.7% (down from 5.4% in 1Q 2024). Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
분석 기사 • Jun 17Arclands (TSE:9842) Will Pay A Dividend Of ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the...
Declared Dividend • Jun 06Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 23rd October 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (20% earnings payout ratio) but not covered by cash flows (294% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥177 (down from JP¥238 in FY 2023). Revenue: JP¥324.9b (flat on FY 2023). Net income: JP¥9.13b (down 5.6% from FY 2023). Profit margin: 2.8% (down from 3.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. 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 18% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
공시 • May 29Arclands Corporation to Report Q1, 2025 Results on Jul 05, 2024Arclands Corporation announced that they will report Q1, 2025 results on Jul 05, 2024
Price Target Changed • May 17Price target increased by 13% to JP¥1,800Up from JP¥1,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,864. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥210 for next year compared to JP¥172 last year.
Major Estimate Revision • May 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥188 to JP¥210. Revenue forecast steady at JP¥314.3b. Net income forecast to grow 44% next year vs 16% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,600 to JP¥1,800. Share price fell 3.5% to JP¥1,864 over the past week.
Reported Earnings • Apr 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥172 (down from JP¥238 in FY 2023). Revenue: JP¥324.9b (flat on FY 2023). Net income: JP¥9.13b (down 5.6% from FY 2023). Profit margin: 2.8% (down from 3.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in Japan are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공시 • Apr 14Arclands Corporation, Annual General Meeting, May 23, 2024Arclands Corporation, Annual General Meeting, May 23, 2024.
분석 기사 • Feb 28Arclands (TSE:9842) Is Paying Out A Dividend Of ¥20.00The board of Arclands Corporation ( TSE:9842 ) has announced that it will pay a dividend of ¥20.00 per share on the...
공시 • Feb 24Arclands Corporation to Report Fiscal Year 2024 Results on Apr 12, 2024Arclands Corporation announced that they will report fiscal year 2024 results on Apr 12, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥32.19 (vs JP¥48.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.19. Revenue: JP¥80.9b (flat on 3Q 2023). Net income: JP¥2.01b (up 2.5% from 3Q 2023). Profit margin: 2.5% (up from 2.4% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Specialty Retail industry in Japan.
공시 • Nov 24Arclands Corporation to Report Q3, 2024 Results on Jan 12, 2024Arclands Corporation announced that they will report Q3, 2024 results on Jan 12, 2024
Major Estimate Revision • Oct 13Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥220 to JP¥192. Revenue forecast unchanged from JP¥313.8b at last update. Net income forecast to grow 19% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,600 unchanged from last update. Share price was steady at JP¥1,499 over the past week.
Reported Earnings • Oct 07Second quarter 2024 earnings released: EPS: JP¥64.55 (vs JP¥85.49 in 2Q 2023)Second quarter 2024 results: EPS: JP¥64.55 (down from JP¥85.49 in 2Q 2023). Revenue: JP¥83.7b (flat on 2Q 2023). Net income: JP¥2.62b (down 25% from 2Q 2023). Profit margin: 3.1% (down from 4.1% in 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 24 October 2023. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).
공시 • Aug 19Arclands Corporation to Report Q2, 2024 Results on Oct 06, 2023Arclands Corporation announced that they will report Q2, 2024 results on Oct 06, 2023
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥108 (vs JP¥96.98 in 1Q 2023)First quarter 2024 results: EPS: JP¥108 (up from JP¥96.98 in 1Q 2023). Revenue: JP¥81.7b (down 1.3% from 1Q 2023). Net income: JP¥4.39b (up 12% from 1Q 2023). Profit margin: 5.4% (up from 4.8% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jul 14Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥240 to JP¥215 per share. Revenue forecast steady at JP¥313.8b. Net income forecast to grow 14% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,500 unchanged from last update. Share price rose 2.1% to JP¥1,585 over the past week.
Reported Earnings • May 30Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥238 (down from JP¥385 in FY 2022). Revenue: JP¥327.2b (down 4.4% from FY 2022). Net income: JP¥9.66b (down 38% from FY 2022). Profit margin: 3.0% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to stay flat during the next 3 years compared to a 6.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • May 28Arclands Corporation to Report Q1, 2024 Results on Jul 11, 2023Arclands Corporation announced that they will report Q1, 2024 results on Jul 11, 2023
Major Estimate Revision • May 02Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥322.3b to JP¥316.5b. EPS estimate also fell from JP¥253 per share to JP¥225 per share. Net income forecast to grow 21% next year vs 3.7% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,800 to JP¥1,500. Share price was steady at JP¥1,500 over the past week.
Price Target Changed • May 01Price target decreased by 21% to JP¥1,500Down from JP¥1,900, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥1,534. Stock is down 2.8% over the past year. The company is forecast to post earnings per share of JP¥225 for next year compared to JP¥238 last year.
Reported Earnings • Apr 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥238 (down from JP¥385 in FY 2022). Revenue: JP¥327.2b (down 4.4% from FY 2022). Net income: JP¥9.66b (down 38% from FY 2022). Profit margin: 3.0% (down from 4.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.3%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥20.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Price Target Changed • Jan 19Price target decreased to JP¥1,800Down from JP¥2,000, the current price target is provided by 1 analyst. New target price is 28% above last closing price of JP¥1,402. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of JP¥233 for next year compared to JP¥385 last year.
Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥48.33 (vs JP¥74.86 in 3Q 2022)Third quarter 2023 results: EPS: JP¥48.33 (down from JP¥74.86 in 3Q 2022). Revenue: JP¥80.6b (down 7.7% from 3Q 2022). Net income: JP¥1.96b (down 35% from 3Q 2022). Profit margin: 2.4% (down from 3.5% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • Nov 24Arclands Corporation to Report Q3, 2023 Results on Jan 13, 2023Arclands Corporation announced that they will report Q3, 2023 results on Jan 13, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (10 non-independent directors). External Director Koichi Ohmuro was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥1,712, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,419 per share.
공시 • Oct 05City Index Eleventh Fund acquired a 5.06% stake in Arclands Corporation (TSE:9842).City Index Eleventh Fund acquired a 5.06% stake in Arclands Corporation (TSE:9842) on October 4, 2022. City Index Eleventh Fund completed the acquisition of 5.06% stake in Arclands Corporation (TSE:9842) on October 4, 2022.
Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: JP¥85.48 (vs JP¥280 in 2Q 2022)Second quarter 2023 results: EPS: JP¥85.48 (down from JP¥280 in 2Q 2022). Revenue: JP¥83.8b (down 2.7% from 2Q 2022). Net income: JP¥3.47b (down 70% from 2Q 2022). Profit margin: 4.1% (down from 13% in 2Q 2022). Revenue is forecast to stay flat 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 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 11 October 2022. Payout ratio is a comfortable 7.2% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
공시 • Aug 19Arcland Sakamoto Co.,Ltd. to Report Q2, 2023 Results on Oct 03, 2022Arcland Sakamoto Co.,Ltd. announced that they will report Q2, 2023 results on Oct 03, 2022
Reported Earnings • Jul 07First quarter 2023 earnings released: EPS: JP¥96.97 (vs JP¥63.52 in 1Q 2022)First quarter 2023 results: EPS: JP¥96.97 (up from JP¥63.52 in 1Q 2022). Revenue: JP¥82.8b (up 2.0% from 1Q 2022). Net income: JP¥3.93b (up 53% from 1Q 2022). Profit margin: 4.8% (up from 3.2% in 1Q 2022). Over the next year, revenue is expected to shrink by 3.6% compared to a 7.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 01Full year 2022 earnings: Revenues in line with analyst expectationsFull year 2022 results: Revenue: JP¥342.3b (up 87% from FY 2021). Net income: JP¥15.6b (up 79% from FY 2021). Profit margin: 4.6% (down from 4.8% in FY 2021). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 3.4% compared to a 7.6% growth forecast for the retail industry in Japan.
공시 • May 27Arcland Sakamoto Co.,Ltd. to Report Q1, 2023 Results on Jul 04, 2022Arcland Sakamoto Co.,Ltd. announced that they will report Q1, 2023 results on Jul 04, 2022
Price Target Changed • Apr 27Price target increased to JP¥1,900Up from JP¥1,700, the current price target is an average from 2 analysts. New target price is 27% above last closing price of JP¥1,493. Stock is down 1.8% over the past year. The company is forecast to post earnings per share of JP¥277 for next year compared to JP¥385 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. 6 experienced directors. 6 highly experienced directors. No independent directors (10 non-independent directors). External Director Koichi Ohmuro was the last director to join the board, commencing their role in 2016. 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 13Arcland Sakamoto Co.,Ltd., Annual General Meeting, May 26, 2022Arcland Sakamoto Co.,Ltd., Annual General Meeting, May 26, 2022.
Reported Earnings • Apr 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥385 (up from JP¥215 in FY 2021). Revenue: JP¥342.3b (up 87% from FY 2021). Net income: JP¥15.6b (up 79% from FY 2021). Profit margin: 4.6% (down from 4.8% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to stay flat compared to a 6.4% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Feb 24Arcland Sakamoto Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 11, 2022Arcland Sakamoto Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 11, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 6.3% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 22Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥74.85 (up from JP¥41.42 in 3Q 2021). Revenue: JP¥87.4b (up 172% from 3Q 2021). Net income: JP¥3.04b (up 81% from 3Q 2021). Profit margin: 3.5% (down from 5.2% in 3Q 2021). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Dec 22Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥74.85 (up from JP¥41.42 in 3Q 2021). Revenue: JP¥87.4b (up 172% from 3Q 2021). Net income: JP¥3.04b (up 81% from 3Q 2021). Profit margin: 3.5% (down from 5.2% in 3Q 2021). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Oct 12Price target increased to JP¥1,900Up from JP¥1,700, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥1,686. Stock is down 26% over the past year.
Reported Earnings • Sep 22Second quarter 2022 earnings released: EPS JP¥280 (vs JP¥59.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥86.1b (up 164% from 2Q 2021). Net income: JP¥11.4b (up 373% from 2Q 2021). Profit margin: 13% (up from 7.4% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,796, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Specialty Retail industry in Japan. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥961 per share.
Upcoming Dividend • Aug 12Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 12 October 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Price Target Changed • Jun 30Price target decreased to JP¥1,700Down from JP¥1,870, the current price target is an average from 2 analysts. New target price is 12% above last closing price of JP¥1,517. Stock is down 17% over the past year.
Major Estimate Revision • Jun 29Consensus EPS estimates increase to JP¥471The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥338.0b to JP¥365.0b. EPS estimate increased from JP¥303 to JP¥471 per share. Net income forecast to grow 40% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target of JP¥1,900 unchanged from last update. Share price rose 6.6% to JP¥1,599 over the past week.
Reported Earnings • Jun 24First quarter 2022 earnings released: EPS JP¥63.52 (vs JP¥57.25 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: JP¥81.1b (up 151% from 1Q 2021). Net income: JP¥2.58b (up 11% from 1Q 2021). Profit margin: 3.2% (down from 7.2% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 30Full year 2021 earnings released: EPS JP¥215 (vs JP¥119 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥183.6b (up 63% from FY 2020). Net income: JP¥8.73b (up 80% from FY 2020). Profit margin: 4.8% (up from 4.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 16New 90-day high: JP¥1,785The company is up 2.0% from a price of JP¥1,754 on 16 December 2020. Underperformed the Japanese market, which is up 10.0% over the last 90 days. Lagged the Specialty Retail industry, which is up 7.0% over the same period.