4911 Share Price Performance
JP¥0
-2295.00 (-100.00%)
Price JP¥0
Fair ValueJP¥3,179.00
Share Pricen/a
Analysis Article • May 14
Shiseido Company, Limited Stock Price
- 3 Narratives written by author
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- 2 Fair Values set on narratives written by author
4911 Community Narratives
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Fair Value
·Fair Value JP¥3.18k 16.9% undervalued intrinsic discount
Global Cost Reforms And E-commerce Expansion Will Empower Premium Skincare
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Fair Value
·Fair Value JP¥1.93k 36.8% overvalued intrinsic discount
Flat Top-Line In Japan And Higher Costs Will Worsen Margins
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Fair Value
·Fair Value JP¥4k 34.0% undervalued intrinsic discount
Asia's Middle Class And E-commerce Trends Will Expand Premium Beauty
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Global Cost Reforms And E-commerce Expansion Will Empower Premium Skincare
Key Takeaways Structural reforms and digital initiatives are set to improve margins, operational efficiency, and overall earnings quality. Emphasis on prestige skincare and emerging markets leverages premiumization trends and positions the company for sustained top-line growth.Read more
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JP¥3.18k
16.9% undervalued intrinsic discount
Fair Value
Profit Margin
5.45%
Future PE
25.73x
Price in 2029
JP¥3.74k
Asia's Middle Class And E-commerce Trends Will Expand Premium Beauty
Key Takeaways Aggressive restructuring and global brand investment are driving significant margin expansion, premiumization, and potential outperformance in revenue and earnings growth. Advances in digitalization, IT integration, and skin science innovation position Shiseido for sustained operational efficiency, elevated pricing power, and long-term demographic tailwinds.Read more
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JP¥4k
34.0% undervalued intrinsic discount
Fair Value
Profit Margin
6.48%
Future PE
26x
Price in 2029
JP¥4.7k
Flat Top-Line In Japan And Higher Costs Will Worsen Margins
Key Takeaways Reliance on cost-cutting instead of sales growth threatens profitability amid shrinking consumer base, weak key markets, and unfavorable demographic shifts. Rising regulatory costs, brand weakness abroad, and intensifying competition from agile, digital-first rivals undermine margins and risk long-term market share erosion.Read more
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JP¥1.93k
36.8% overvalued intrinsic discount
Fair Value
Profit Margin
4.6%
Future PE
19.37x
Price in 2029
JP¥2.26k
Trending Discussion
Recently Updated Narratives
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4911: Higher 2026 Dividend Outlook Will Likely Face Profitability Constraints
Fair Value: JP¥3.18k 16.9% undervalued intrinsic discount
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4911: Higher 2026 Dividends Will Support Earnings Outlook
Fair Value: JP¥4k 34.0% undervalued intrinsic discount
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4911: Lower Growth Outlook And Rich P/E Will Restrain Future Share Returns
Fair Value: JP¥1.93k 36.8% overvalued intrinsic discount
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Snowflake Analysis
Shiseido Company, Limited Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 05, 2026
- -90.09
- 76.81%
- -3.70%
- 37.2%
About 4911
- Founded
- 1872
- Employees
- 26330
- CEO
- WebsiteView website
Shiseido Company, Limited produces and sells in Japan and internationally. It offers fragrances, skincare, and makeup products through retail channels. The company also engages in the restaurant and food businesses; and operates beauty salons. In addition, it operates and supports SABFA, a professional hair makeup training school. Further, the company manages childcare facilities. It serves its products under the BAUM, BENEFIQUE, Clé de Peau Beauté, Dr. Dennis Gross Skincare, Drunk Elephant, EFFECTIM, Gallinée, INOUI, IPSA, ISSEY MIYAKE PARFUMS, NARS, narciso rodriguez, Serge Lutens, SHISEIDO, THE GINZA, Tory Burch Beauty, ZADIG&VOLTAIRE, ANESSA, AQUA LABEL, AUPRES, d program, ELIXIR, HAKU, INTEGRATE, MAJOLICA MAJORCA, MAQuillAGE, PRIOR, REVITAL, URARA, INRYU, The Collagen, and Perfect Cover brands. The company sells its products through department, specialized cosmetic, drug, and general merchandise stores. Shiseido Company, Limited was founded in 1872 and is headquartered in Chuo, Japan.