Estimating The Fair Value Of Workman Co.,Ltd. (TSE:7564)
Jul 03
Japanese (NIKKEI) Specialty Stores Industry Analysis
UpdatedJul 02, 2024
DataAggregated Company Financials
Companies154
- 7D0.7%
- 3M-9.5%
- 1Y11.2%
- YTD11.8%
Last week, the Specialty Stores industry hasn't moved much but ZOZO is up 4.4% in that time. The past year has been better, since the industry has gained 11% in that time. Earnings are forecast to grow by 8.2% annually.
Industry Valuation and Performance
Has the Japanese Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 03 Jul 2024 | JP¥23.7t | JP¥19.6t | JP¥962.2b | 13.4x | 24.6x | 1.2x |
| Fri, 31 May 2024 | JP¥22.9t | JP¥19.6t | JP¥961.4b | 13.2x | 23.8x | 1.2x |
| Sun, 28 Apr 2024 | JP¥24.2t | JP¥19.5t | JP¥961.6b | 12.9x | 25.2x | 1.2x |
| Tue, 26 Mar 2024 | JP¥26.5t | JP¥19.4t | JP¥941.4b | 13x | 28.2x | 1.4x |
| Thu, 22 Feb 2024 | JP¥24.0t | JP¥19.4t | JP¥938.8b | 12.6x | 25.6x | 1.2x |
| Sat, 20 Jan 2024 | JP¥22.8t | JP¥19.8t | JP¥946.1b | 13.4x | 24.1x | 1.1x |
| Mon, 18 Dec 2023 | JP¥21.7t | JP¥19.7t | JP¥915.7b | 12.8x | 23.7x | 1.1x |
| Wed, 15 Nov 2023 | JP¥21.0t | JP¥19.7t | JP¥913.0b | 12.6x | 23x | 1.1x |
| Fri, 13 Oct 2023 | JP¥20.6t | JP¥19.4t | JP¥882.3b | 13.1x | 23.4x | 1.1x |
| Sun, 10 Sep 2023 | JP¥20.9t | JP¥19.4t | JP¥875.9b | 13.5x | 23.9x | 1.1x |
| Tue, 08 Aug 2023 | JP¥20.8t | JP¥19.3t | JP¥875.1b | 13.3x | 23.7x | 1.1x |
| Thu, 06 Jul 2023 | JP¥21.0t | JP¥19.1t | JP¥879.0b | 13.4x | 23.9x | 1.1x |
| Sat, 03 Jun 2023 | JP¥20.1t | JP¥19.1t | JP¥876.2b | 12.4x | 22.9x | 1.1x |
| Mon, 01 May 2023 | JP¥20.7t | JP¥19.7t | JP¥983.8b | 12x | 21.1x | 1.1x |
| Wed, 29 Mar 2023 | JP¥19.1t | JP¥19.4t | JP¥961.1b | 11.3x | 19.9x | 1x |
| Fri, 24 Feb 2023 | JP¥17.5t | JP¥18.8t | JP¥909.3b | 11x | 19.2x | 0.9x |
| Sun, 22 Jan 2023 | JP¥16.9t | JP¥18.7t | JP¥928.3b | 11x | 18.2x | 0.9x |
| Tue, 20 Dec 2022 | JP¥17.3t | JP¥18.5t | JP¥938.7b | 10.5x | 18.5x | 0.9x |
| Thu, 17 Nov 2022 | JP¥17.6t | JP¥18.5t | JP¥938.6b | 10.4x | 18.7x | 1x |
| Sat, 15 Oct 2022 | JP¥17.4t | JP¥18.3t | JP¥906.9b | 10.8x | 19.2x | 1x |
| Mon, 12 Sep 2022 | JP¥17.3t | JP¥18.2t | JP¥907.3b | 10.7x | 19x | 0.9x |
| Wed, 10 Aug 2022 | JP¥17.4t | JP¥18.2t | JP¥891.6b | 11.3x | 19.5x | 1x |
| Fri, 08 Jul 2022 | JP¥15.4t | JP¥18.2t | JP¥830.5b | 11.3x | 18.5x | 0.8x |
| Sun, 05 Jun 2022 | JP¥15.2t | JP¥18.2t | JP¥833.6b | 11.2x | 18.2x | 0.8x |
| Tue, 03 May 2022 | JP¥14.3t | JP¥18.2t | JP¥748.9b | 11.2x | 19.1x | 0.8x |
| Thu, 31 Mar 2022 | JP¥14.8t | JP¥18.0t | JP¥725.8b | 10x | 20.3x | 0.8x |
| Sat, 26 Feb 2022 | JP¥14.6t | JP¥18.0t | JP¥725.6b | 10.1x | 20.1x | 0.8x |
| Mon, 24 Jan 2022 | JP¥15.2t | JP¥18.1t | JP¥715.8b | 10.5x | 21.3x | 0.8x |
| Wed, 22 Dec 2021 | JP¥15.6t | JP¥18.0t | JP¥697.7b | 10.4x | 22.4x | 0.9x |
| Fri, 19 Nov 2021 | JP¥16.9t | JP¥18.0t | JP¥700.5b | 10.8x | 24.1x | 0.9x |
| Sun, 17 Oct 2021 | JP¥16.8t | JP¥18.1t | JP¥717.8b | 10.1x | 23.4x | 0.9x |
| Tue, 14 Sep 2021 | JP¥17.9t | JP¥19.0t | JP¥702.0b | 12.2x | 25.5x | 0.9x |
| Thu, 12 Aug 2021 | JP¥17.6t | JP¥19.0t | JP¥702.8b | 11.6x | 25x | 0.9x |
Price to Earnings Ratio
25.9x
Current Industry PE
- Investors are optimistic on the Japanese Specialty Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 24.6x which is higher than its 3-year average PE of 22.0x.
- The 3-year average PS ratio of 1.00x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 11% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 2.72% | |
| Consumer Discretionary | 2.58% | |
| Specialty Stores | 0.71% | |
| Computer and Electronics Retail | 4.78% | |
| Automotive Retail | 2.97% | |
| Specialty Stores | 2.37% | |
| Apparel Retail | 0.18% | |
| Home Improvement Retail | -0.49% | |
| Home Furnishing Retail | -0.55% | |
Industry PE
- Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 34.3x.
- Analysts are expecting annual earnings growth of 7.2%, which is lower than the prior year's growth of 21.0% per year.
- Investors are most pessimistic about the Home Improvement Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.1x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 15% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Automotive Retail industry is expected to see its earnings grow by 7.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9983 Fast Retailing | JP¥41.38k | 1.2% +JP¥150.3b | 13.0% | PE37.5x | |
| 8136 Sanrio Company | JP¥3.03k | 6.3% +JP¥42.5b | 49.7% | PE40.7x | |
| 4732 USS | JP¥1.39k | 5.0% +JP¥31.7b | 16.2% | PE20.2x | |
| 3092 ZOZO | JP¥4.07k | 2.5% +JP¥30.0b | 42.0% | PE27.3x | |
| 3738 T-Gaia | JP¥3.14k | 9.4% +JP¥15.1b | 79.3% | PE25x |
