View ValuationYamada Holdings 향후 성장Future 기준 점검 1/6Yamada Holdings (는) 각각 연간 6.7% 및 2.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.2% 로 예상됩니다.핵심 정보6.7%이익 성장률13.14%EPS 성장률Specialty Retail 이익 성장9.8%매출 성장률2.7%향후 자기자본이익률5.20%애널리스트 커버리지Good마지막 업데이트25 Sep 2025최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Jun 12Yamada Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Yamada Holdings Co., Ltd. announced that they will report Q1, 2027 results at 11:30 AM, Tokyo Standard Time on Aug 06, 2026공시 • Jun 06Yamada Holdings Co., Ltd. (TSE:9831) signed a letter of intent to acquire EDION Corporation (TSE:2730).Yamada Holdings Co., Ltd. (TSE:9831) signed a letter of intent to acquire EDION Corporation (TSE:2730) on June 5, 2026. They plan to establish a holding company and become wholly owned subsidiaries of the new entity. Edion Chairman Masataka Kubo is set to become president of the holding company, while Yamada Holdings Chairman Noboru Yamada will become chairman.공시 • Jun 05Yamada Holdings and Edion in Merger Talks, Potentially Creating a JPY 2.5 Trillion Electronics Retail GiantThe Japanese consumer electronics retail industry has been rocked by seismic news. It emerged on June 4 that Yamada Holdings Co., Ltd. (TSE:9831), the industry's largest player, and EDION Corporation (TSE:2730), which holds a strong base in western Japan, are advancing merger discussions. Both companies are expected to formally vote on the matter at board meetings on June 5. If realized, the combination would create a colossal electronics retail group with combined revenue reaching approximately JPY 2.5 trillion (approximately $15.6 billion). The merger plan was first reported by the Nikkei on June 4. According to the newspaper, the two companies are primarily considering establishing a holding company under which both Yamada Holdings and Edion would operate. A basic agreement is highly likely to be reached within the week. Behind this merger move lies the harsh business environment surrounding consumer electronics retailers. Competition has intensified year after year, driven by the rise of e-commerce platforms like Amazon, as well as successive market entries from cross-industry players such as large furniture stores like Nitori and major supermarket chains like Aeon. By merging, the two companies aim to expand scale, strengthen product development and procurement capabilities, and ultimately enhance price competitiveness. Following the report, Yamada Holdings issued a statement the same day acknowledging that "a business integration with Edion is under consideration, but no specific matters have been decided at this time." The company confirmed that a resolution is scheduled at the board meeting on June 5, adding that "should any facts requiring disclosure arise, we will promptly disclose them." Edion similarly acknowledged the fact that a merger is under consideration. Market participants have noted that while details such as the merger ratio remain undetermined, there is relatively greater room for a premium on Edion's side. Edion's share price surge can be seen as reflecting such speculation. Restructuring moves have been intermittently rumored in the consumer electronics retail industry in recent years, but this plan — bringing together the industry leader and a major player — carries the greatest impact among them. If the merger materializes, the potential synergies are immense, including dramatically improved purchasing negotiation power, logistics network efficiency gains, and joint private brand development. On the other hand, significant challenges remain, including antitrust reviews, overlapping store adjustments, and corporate culture integration, making the progress of future discussions a key focus.공시 • May 08Yamada Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Yamada Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.공시 • Mar 11Yamada Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Yamada Holdings Co., Ltd. announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 08, 2026공시 • Feb 16Yamada Holdings Co., Ltd. Proposes Final Dividend for Fiscal Year Ending March 2026, Effective June 29, 2026Yamada Holdings Co., Ltd. has announced a proposal for a final dividend of ¥17 per share for the fiscal year ending March 2026. This proposal is set to be presented at the 49th Ordinary General Meeting of Shareholders, scheduled for the end of June 2026. The dividend proposal was initially disclosed on May 8, 2025. The record date for the dividend is March 31, 2026, with the effective date forecasted for June 29, 2026. The total cash dividends are forecasted to amount to ¥11,223 million, sourced from retained earnings. This proposed dividend represents an increase from the previous fiscal year's dividend of ¥13 per share, which totaled ¥9,009 million. The increase in the dividend per share reflects the company's improved financial performance and commitment to returning value to its shareholders.공시 • Jan 31Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others.Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others on January 30, 2026. For the period ending March 31, 2025, Toclas Corporation reported total revenue of ¥25.94 billion and EBIT of ¥461 million. As of March 31, 2025, Toclas Corporation reported total assets of ¥13.87 billion. The expected completion of the transaction is February 27, 2026.공시 • Dec 16Yamada Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Yamada Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026공시 • Sep 17Yamada Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 05, 2025Yamada Holdings Co., Ltd. announced that they will report Q2, 2026 results at 9:00 AM, Tokyo Standard Time on Nov 05, 2025공시 • Jun 18Yamada Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Yamada Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025공시 • May 08+ 1 more updateYamada Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025Yamada Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025.공시 • Mar 05Yamada Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Yamada Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025공시 • Dec 05Yamada Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Yamada Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025공시 • Sep 05Yamada Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Yamada Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024공시 • May 09Yamada Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024Yamada Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024.공시 • Mar 13Yamada Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 07, 2024Yamada Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 07, 2024공시 • Dec 28Yamada Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 01, 2024Yamada Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 01, 2024공시 • Sep 29Yamada Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 02, 2023Yamada Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 02, 2023공시 • Jul 06Yamada Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yamada Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023공시 • Jan 12Yamada Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023Yamada Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023이익 및 매출 성장 예측OTCPK:YMDA.F - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20281,737,43131,61035,377N/A73/31/20271,694,63630,17528,733N/A83/31/20261,659,96428,42024,291N/A86/30/20251,627,62926,148N/AN/AN/A3/31/20251,629,06926,91210,32151,566N/A12/31/20241,614,60222,602N/AN/AN/A9/30/20241,612,80723,5797,05435,473N/A6/30/20241,607,40323,180N/AN/AN/A3/31/20241,592,00924,05528,21754,559N/A12/31/20231,594,30328,092N/AN/AN/A9/30/20231,601,15527,43825,26553,154N/A6/30/20231,588,43627,635N/AN/AN/A3/31/20231,600,58631,82422,20543,740N/A12/31/20221,603,92633,645N/AN/AN/A9/30/20221,593,61438,22226,59949,536N/A6/30/20221,612,25147,822N/AN/AN/A3/31/20221,619,37950,555-8,46921,084N/A12/31/20211,662,21056,568N/AN/AN/A9/30/20211,692,60960,870-6,95023,723N/A6/30/20211,728,97353,326N/AN/AN/A3/31/20211,752,50651,79898,990122,281N/A12/31/20201,676,64242,522N/AN/AN/A9/30/20201,628,28130,48669,20384,207N/A6/30/20201,641,62335,804N/AN/AN/A3/31/20201,611,53824,60542,61562,433N/A12/31/20191,626,47226,597N/AN/AN/A9/30/20191,650,46628,02038,81457,520N/A6/30/20191,607,61615,948N/AN/AN/A3/31/20191,600,58314,692N/A36,023N/A12/31/20181,588,97110,901N/AN/AN/A9/30/20181,579,84214,649N/A62,243N/A6/30/20181,577,54329,001N/AN/AN/A3/31/20181,573,87329,779N/A61,689N/A12/31/20171,587,04737,325N/AN/AN/A9/30/20171,583,56237,267N/A8,055N/A6/30/20171,565,06536,972N/AN/AN/A3/31/20171,563,05634,528N/A43,855N/A12/31/20161,560,45033,145N/AN/AN/A9/30/20161,575,18431,810N/A79,821N/A6/30/20161,604,20331,111N/AN/AN/A3/31/20161,612,73530,395N/A-23N/A12/31/20151,620,87321,542N/AN/AN/A9/30/20151,636,03217,997N/A-17,163N/A6/30/20151,623,03110,055N/AN/AN/A3/31/20151,664,3709,340N/A22,982N/A12/31/20141,784,46226,334N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: YMDA.F 의 연간 예상 수익 증가율(6.7%)이 saving rate(3.1%)보다 높습니다.수익 vs 시장: YMDA.F 의 연간 수익(6.7%)이 US 시장(18.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: YMDA.F 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: YMDA.F 의 수익(연간 2.7%)이 US 시장(연간 12.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: YMDA.F 의 수익(연간 2.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: YMDA.F의 자본 수익률은 3년 후 5.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/10/06 19:48종가2025/07/09 00:00수익2025/06/30연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Yamada 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.분석가기관Michael Jon AllenAzabu ResearchMaki ShinozakiBarclaysArashi NishizawaBofA Global Research20명의 분석가 더 보기
공시 • Jun 12Yamada Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Yamada Holdings Co., Ltd. announced that they will report Q1, 2027 results at 11:30 AM, Tokyo Standard Time on Aug 06, 2026
공시 • Jun 06Yamada Holdings Co., Ltd. (TSE:9831) signed a letter of intent to acquire EDION Corporation (TSE:2730).Yamada Holdings Co., Ltd. (TSE:9831) signed a letter of intent to acquire EDION Corporation (TSE:2730) on June 5, 2026. They plan to establish a holding company and become wholly owned subsidiaries of the new entity. Edion Chairman Masataka Kubo is set to become president of the holding company, while Yamada Holdings Chairman Noboru Yamada will become chairman.
공시 • Jun 05Yamada Holdings and Edion in Merger Talks, Potentially Creating a JPY 2.5 Trillion Electronics Retail GiantThe Japanese consumer electronics retail industry has been rocked by seismic news. It emerged on June 4 that Yamada Holdings Co., Ltd. (TSE:9831), the industry's largest player, and EDION Corporation (TSE:2730), which holds a strong base in western Japan, are advancing merger discussions. Both companies are expected to formally vote on the matter at board meetings on June 5. If realized, the combination would create a colossal electronics retail group with combined revenue reaching approximately JPY 2.5 trillion (approximately $15.6 billion). The merger plan was first reported by the Nikkei on June 4. According to the newspaper, the two companies are primarily considering establishing a holding company under which both Yamada Holdings and Edion would operate. A basic agreement is highly likely to be reached within the week. Behind this merger move lies the harsh business environment surrounding consumer electronics retailers. Competition has intensified year after year, driven by the rise of e-commerce platforms like Amazon, as well as successive market entries from cross-industry players such as large furniture stores like Nitori and major supermarket chains like Aeon. By merging, the two companies aim to expand scale, strengthen product development and procurement capabilities, and ultimately enhance price competitiveness. Following the report, Yamada Holdings issued a statement the same day acknowledging that "a business integration with Edion is under consideration, but no specific matters have been decided at this time." The company confirmed that a resolution is scheduled at the board meeting on June 5, adding that "should any facts requiring disclosure arise, we will promptly disclose them." Edion similarly acknowledged the fact that a merger is under consideration. Market participants have noted that while details such as the merger ratio remain undetermined, there is relatively greater room for a premium on Edion's side. Edion's share price surge can be seen as reflecting such speculation. Restructuring moves have been intermittently rumored in the consumer electronics retail industry in recent years, but this plan — bringing together the industry leader and a major player — carries the greatest impact among them. If the merger materializes, the potential synergies are immense, including dramatically improved purchasing negotiation power, logistics network efficiency gains, and joint private brand development. On the other hand, significant challenges remain, including antitrust reviews, overlapping store adjustments, and corporate culture integration, making the progress of future discussions a key focus.
공시 • May 08Yamada Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Yamada Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.
공시 • Mar 11Yamada Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Yamada Holdings Co., Ltd. announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 08, 2026
공시 • Feb 16Yamada Holdings Co., Ltd. Proposes Final Dividend for Fiscal Year Ending March 2026, Effective June 29, 2026Yamada Holdings Co., Ltd. has announced a proposal for a final dividend of ¥17 per share for the fiscal year ending March 2026. This proposal is set to be presented at the 49th Ordinary General Meeting of Shareholders, scheduled for the end of June 2026. The dividend proposal was initially disclosed on May 8, 2025. The record date for the dividend is March 31, 2026, with the effective date forecasted for June 29, 2026. The total cash dividends are forecasted to amount to ¥11,223 million, sourced from retained earnings. This proposed dividend represents an increase from the previous fiscal year's dividend of ¥13 per share, which totaled ¥9,009 million. The increase in the dividend per share reflects the company's improved financial performance and commitment to returning value to its shareholders.
공시 • Jan 31Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others.Yamada Holdings Co., Ltd. (TSE:9831) agreed to acquire 90% stake in Toclas Corporation from DENSO Corporation (TSE:6902), Sumitomo Forestry Co., Ltd. (TSE:1911) and Noritz Corporation (TSE:5943) and others on January 30, 2026. For the period ending March 31, 2025, Toclas Corporation reported total revenue of ¥25.94 billion and EBIT of ¥461 million. As of March 31, 2025, Toclas Corporation reported total assets of ¥13.87 billion. The expected completion of the transaction is February 27, 2026.
공시 • Dec 16Yamada Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Yamada Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026
공시 • Sep 17Yamada Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 05, 2025Yamada Holdings Co., Ltd. announced that they will report Q2, 2026 results at 9:00 AM, Tokyo Standard Time on Nov 05, 2025
공시 • Jun 18Yamada Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Yamada Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
공시 • May 08+ 1 more updateYamada Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025Yamada Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025.
공시 • Mar 05Yamada Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Yamada Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025
공시 • Dec 05Yamada Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Yamada Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
공시 • Sep 05Yamada Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Yamada Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
공시 • May 09Yamada Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024Yamada Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024.
공시 • Mar 13Yamada Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 07, 2024Yamada Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 07, 2024
공시 • Dec 28Yamada Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 01, 2024Yamada Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 01, 2024
공시 • Sep 29Yamada Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 02, 2023Yamada Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 02, 2023
공시 • Jul 06Yamada Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yamada Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
공시 • Jan 12Yamada Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023Yamada Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023