ZOZO (3092) Aandelenoverzicht
ZOZO, Inc. exploiteert online shopping websites in Japan en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 4/6 |
3092 Community Fair Values
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Analyst Price Targets
ZOZO, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | JP¥1,060.00 |
| 52 Week Hoogtepunt | JP¥1,592.50 |
| 52 Week Laag | JP¥974.50 |
| Bèta | 0.59 |
| 1 maand verandering | 4.69% |
| 3 maanden verandering | -8.97% |
| 1 Jaar Verandering | -31.52% |
| 3 jaar verandering | 8.79% |
| 5 jaar verandering | -13.11% |
| Verandering sinds IPO | 2,651.95% |
Recent nieuws en updates
Narratiefupdate • Jun 03
3092: Dividend Stability And Higher Revenue Assumptions Will Support Future Upside
Analysts have trimmed their fair value estimate for ZOZO from about ¥1,834 to roughly ¥1,687, reflecting updated views that pair slightly lower profit margin expectations with somewhat higher projected revenue growth and a similar forward P/E profile. What's in the News A board meeting is scheduled for May 19, 2026 to consider director candidates for the 28th Ordinary General Meeting of Shareholders, the disposal of treasury shares under restricted stock compensation, and other business matters.
Narratiefupdate • May 05
3092: Higher Discount Rate Will Pressure Earnings Quality Before Loan Decision
Analysts have trimmed their fair value estimate for ZOZO to a new price target of ¥880 from ¥1,009.84, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide whether to execute a loan agreement that includes financial covenants (Key Developments).Recent updates
Narratiefupdate • Jun 03
3092: Dividend Stability And Higher Revenue Assumptions Will Support Future Upside
Analysts have trimmed their fair value estimate for ZOZO from about ¥1,834 to roughly ¥1,687, reflecting updated views that pair slightly lower profit margin expectations with somewhat higher projected revenue growth and a similar forward P/E profile. What's in the News A board meeting is scheduled for May 19, 2026 to consider director candidates for the 28th Ordinary General Meeting of Shareholders, the disposal of treasury shares under restricted stock compensation, and other business matters.Narratiefupdate • May 05
3092: Higher Discount Rate Will Pressure Earnings Quality Before Loan Decision
Analysts have trimmed their fair value estimate for ZOZO to a new price target of ¥880 from ¥1,009.84, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide whether to execute a loan agreement that includes financial covenants (Key Developments).Analyseartikel • May 02
The ZOZO, Inc. (TSE:3092) Yearly Results Are Out And Analysts Have Published New Forecasts
Shareholders might have noticed that ZOZO, Inc. ( TSE:3092 ) filed its yearly result this time last week. The early...Narratiefupdate • Apr 20
3092: Higher Profitability And Loan Covenants Will Support Future Upside
Analysts have adjusted their price target on ZOZO slightly lower to ¥1,834 from ¥1,849, citing updated assumptions for revenue growth, profit margins and future P/E, while noting that the overall valuation remains largely intact. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide on the execution of a loan agreement that includes financial covenants (Key Developments).
Narratiefupdate • Apr 06
3092: Loan Agreement Decision And Margin Stability Will Support Further Upside
Analysts have adjusted their price target on ZOZO to ¥1,359.82, keeping it unchanged overall while fine tuning assumptions such as a slightly different discount rate, a modestly revised revenue growth outlook, a small uplift in profit margin, and a minor tweak to the forward P/E multiple. What's in the News A board meeting is scheduled for February 20, 2026, to consider and decide on a loan agreement that includes financial covenants (Key Developments).Narratiefupdate • Mar 22
3092: Higher Profitability And New Loan Covenants Will Support Future Upside
Analysts have slightly reduced their price target on ZOZO to ¥1,848.64 from ¥1,857.27, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News A board meeting is scheduled for February 20, 2026, with an agenda to consider and decide on executing a loan agreement that includes financial covenants (Key Developments).Narratiefupdate • Mar 07
3092: Loan Agreement Plans And Margin Resilience Will Support Further Upside
Analysts have slightly reduced their fair value estimate for ZOZO from ¥1,365.71 to ¥1,359.82, reflecting modest adjustments to assumptions related to the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News ZOZO scheduled a board meeting for February 20, 2026 to consider and resolve on executing a loan agreement with financial covenants (Key Developments).Narratiefupdate • Feb 21
3092: Higher Margin Outlook And Dividend Stability Will Support Upside Potential
Analysts now see ZOZO's fair value shifting from ¥1,437.47 to ¥1,365.71 as they factor in adjusted revenue growth expectations, a slightly higher discount rate, modestly higher profit margin assumptions, and a lower future P/E multiple. Valuation Changes Fair Value: Adjusted from ¥1,437.47 to ¥1,365.71, representing a modest move lower in the modelled estimate.Narratiefupdate • Feb 07
3092: Higher Profitability And Lower Discount Rate Will Support Future Upside
Analysts have increased their fair value estimate for ZOZO to ¥1,857 from ¥1,852, reflecting updated views on revenue growth, profit margins, discount rate and future P/E assumptions. Valuation Changes Fair Value Estimate has been nudged up slightly from ¥1,852 to ¥1,857.Analyseartikel • Feb 03
ZOZO, Inc. (TSE:3092) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
ZOZO, Inc. ( TSE:3092 ) shareholders are probably feeling a little disappointed, since its shares fell 7.0% to JP¥1,138...Narratiefupdate • Jan 24
3092: Dividend Reset And Stable Assumptions Will Support Future Upside
Analysts have nudged their price target on ZOZO slightly higher to ¥1,852, citing modest tweaks to inputs such as a roughly 0.06 percentage point change in discount rate, a 0.08 percentage point adjustment to revenue growth, a marginal shift in profit margin, and a small revision to the assumed future P/E multiple. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with figures presented on a post stock split basis (Key Developments).Narratiefupdate • Jan 09
3092: Dividend Policy And Modest Assumption Shifts Will Support Future Upside
Analysts have made a small downward adjustment to their fair value estimate for ZOZO to ¥1,852.28 from ¥1,853.41, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with amounts presented on a post stock split basis (Key Developments).Analyseartikel • Dec 29
Here's Why ZOZO (TSE:3092) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Narratiefupdate • Dec 15
3092: Dividend Outlook Will Support Stronger Long Term Earnings Prospects
Analysts have slightly reduced their price target on ZOZO to approximately ¥1,850 from about ¥1,990, citing a modestly higher discount rate and slightly lower margin expectations, while remaining constructive on revenue growth and longer term earnings power. What's in the News ZOZO announced a second quarter dividend of JPY 19 per share for the period ended September 30, 2025, adjusted for a three-for-one stock split completed on April 1, 2025 (company announcement) The new interim dividend compares with JPY 53 per share a year earlier, reflecting the impact of the stock split and updated capital return policy (company announcement) The dividend will be payable on November 25, 2025 to shareholders of record as of the specified date (company announcement) For the fiscal year ending March 31, 2026, ZOZO guided for a year-end dividend of JPY 20 per share, versus JPY 54 per share a year ago, on a post-split basis (company announcement) Valuation Changes The fair value estimate has fallen slightly to approximately ¥1,850 from about ¥1,990, reflecting more conservative assumptions.Narratiefupdate • Nov 29
3092: Dividend Stability And Stock Split Are Expected To Support Fair Value
Analysts have slightly reduced their price target for ZOZO from ¥1,441.88 to ¥1,437.47, citing modest adjustments in growth forecasts and profitability metrics. What's in the News ZOZO, Inc.Analyseartikel • Nov 22
Calculating The Fair Value Of ZOZO, Inc. (TSE:3092)
Key Insights The projected fair value for ZOZO is JP¥1,226 based on 2 Stage Free Cash Flow to Equity ZOZO's JP¥1,321...Narratiefupdate • Nov 15
3092: Dividend Payouts And Stock Split Will Drive Shareholder Value
Analysts have slightly lowered their price target for ZOZO from ¥1,473 to ¥1,441. They cite modestly slower expected revenue growth and a marginally higher discount rate in their updated forecasts.Analyseartikel • Nov 04
ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next
It's shaping up to be a tough period for ZOZO, Inc. ( TSE:3092 ), which a week ago released some disappointing interim...Narratiefupdate • Nov 01
3092: Dividend Adjustments And Stock Split Will Shape Near-Term Performance
Analysts have slightly reduced their price target for ZOZO from ¥1,500 to ¥1,473.44, citing marginal adjustments to growth forecasts and profitability expectations. What's in the News ZOZO, Inc.Analyseartikel • Sep 08
We Think ZOZO (TSE:3092) Can Manage Its Debt With Ease
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Aug 03
ZOZO, Inc. (TSE:3092) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
Last week, you might have seen that ZOZO, Inc. ( TSE:3092 ) released its first-quarter result to the market. The early...Analyseartikel • Jul 17
Does This Valuation Of ZOZO, Inc. (TSE:3092) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, ZOZO fair value estimate is JP¥1,215 ZOZO's JP¥1,528 share...
Nieuw narratief • Nov 25
Revolutionising Retail With AI Innovation And Calculated Brand Expansion
Productivity improvements and personalized strategies may reduce costs and boost net margins significantly.Rendement voor aandeelhouders
| 3092 | JP Specialty Retail | JP Markt | |
|---|---|---|---|
| 7D | 7.0% | -2.3% | -0.2% |
| 1Y | -31.5% | 33.5% | 42.7% |
Rendement versus industrie: 3092 presteerde slechter dan de JP Specialty Retail -sector, die het afgelopen jaar een rendement van 33.5 % opleverde.
Rendement versus markt: 3092 presteerde slechter dan JP Market, dat het afgelopen jaar een rendement van 42.7 % opleverde.
Prijsvolatiliteit
| 3092 volatility | |
|---|---|
| 3092 Average Weekly Movement | 3.4% |
| Specialty Retail Industry Average Movement | 4.1% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.4% |
Stabiele aandelenkoers: 3092 heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de JP markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van 3092 is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1998 | 1,761 | Kotaro Sawada | corp.zozo.com |
ZOZO, Inc. exploiteert online shoppingwebsites in Japan en internationaal. Het exploiteert ZOZOTOWN, een online winkelwebsite voor mode; WEAR, een mode-app; Multi-Size platform, een nieuwe manier van winkelen voor kleding waarbij gebruikers hun lengte en gewicht selecteren om hun ideale maat te kopen; ZOZOUSED, een website voor tweedehands/vintage kleding; ZOZOFIT, een lichaamsmanagementdienst; ZOZOGLASS, een toestel dat de huidtint vastlegt en dat de uitdaging van klanten oplost om de kleur van cosmetische producten te kiezen; ZOZOMAT, een 3D-voetenmeetinstrument; ZOZOSUIT, een 3D-meetlichaamspak; en PayPay mall. Daarnaast houdt het zich bezig met reclame.
ZOZO, Inc. Samenvatting
| 3092 fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | JP¥937.38b |
| Inkomsten(TTM) | JP¥47.93b |
| Inkomsten(TTM) | JP¥228.37b |
19.6x
Koers/Winstverhouding4.1x
P/S-verhoudingIs 3092 overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| 3092 resultatenrekening (TTM) | |
|---|---|
| Inkomsten | JP¥228.37b |
| Kosten van inkomsten | JP¥15.37b |
| Brutowinst | JP¥213.00b |
| Overige uitgaven | JP¥165.08b |
| Inkomsten | JP¥47.93b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Jul 31, 2026
| Winst per aandeel (EPS) | 54.20 |
| Brutomarge | 93.27% |
| Nettowinstmarge | 20.99% |
| Schuld/Eigen Vermogen Verhouding | 18.7% |
Hoe presteerde 3092 op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
3.8%
Huidig dividendrendement72%
UitbetalingsratioBetaalt 3092 een betrouwbaar dividend?
Zie 3092 dividendgeschiedenis en benchmarks| ZOZO dividenddata | |
|---|---|
| Ex Dividend Datum | Mar 30 2026 |
| Betaaldatum dividend | Jun 11 2026 |
| Dagen tot Ex-dividend | 69 days |
| Dagen tot dividendbetaaldatum | 4 days |
Betaalt 3092 een betrouwbaar dividend?
Zie 3092 dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/06 08:42 |
| Aandelenkoers aan het einde van de dag | 2026/06/05 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
ZOZO, Inc. wordt gevolgd door 23 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |
| Oliver James Gray Matthew | CLSA |