4911 Share Price Performance
JP¥0
-2421.00 (-100.00%)
Price JP¥0
Fair ValueJP¥3,293.88
Share Pricen/a
Narrative Update • Aug 13
Shiseido Company, Limited Stock Price
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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¥3.29k 15.2% overvalued intrinsic discount
Global Cost Reforms And E-commerce Expansion Will Empower Premium Skincare
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Fair Value
·Fair Value JP¥2.49k 52.2% overvalued intrinsic discount
Flat Top-Line In Japan And Higher Costs Will Worsen Margins
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Fair Value
·Fair Value JP¥4.2k 9.5% 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
Shiseido is trying to lift performance by cutting global costs while leaning harder into its premium skincare brands and selling more directly online. The upside hinges on a rebound in key regions like China and travel shopping, but weak demand in the Americas and rising spending could stall the turnaround.Read more
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JP¥3.29k
15.2% overvalued intrinsic discount
Fair Value
Profit Margin
5.51%
Future PE
26.07x
Price in 2029
JP¥3.86k
Flat Top-Line In Japan And Higher Costs Will Worsen Margins
Shiseido’s recent progress leans heavily on cutting costs, but weak demand in key regions and fewer shoppers at home could make those gains hard to keep. Rising compliance costs, tougher competition from digital-first beauty brands, and stumbling overseas labels may put future profits under pressure—even if China and online sales improve.Read more
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JP¥2.49k
52.2% overvalued intrinsic discount
Fair Value
Profit Margin
5.32%
Future PE
21.18x
Price in 2029
JP¥2.94k
Asia's Middle Class And E-commerce Trends Will Expand Premium Beauty
Shiseido is reshaping its business with deeper cost cuts, bigger global marketing, and stronger online sales in Asia, aiming to lift profits while moving further into higher-end beauty. The key question is whether it can keep that momentum as competition heats up and mature home markets, tighter rules, and uneven brand performance test its pricing and growth.Read more
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JP¥4.2k
9.5% undervalued intrinsic discount
Fair Value
Profit Margin
6.79%
Future PE
25.89x
Price in 2029
JP¥4.95k
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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4911: 2026 Dividend Plan Will Likely Be Balanced By Margin Constraints
Fair Value: JP¥3.29k 15.2% overvalued intrinsic discount
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4911: Higher Margin Assumptions And Rich P/E Will Shape Future Share Returns
Fair Value: JP¥2.49k 52.2% overvalued intrinsic discount
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4911: Higher Margins And Premium P/E Will Support Earnings Outlook
Fair Value: JP¥4.2k 9.5% undervalued intrinsic discount
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Snowflake Analysis
Shiseido Company, Limited Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 10, 2026
- -51.34
- 77.34%
- -2.05%
- 34.4%
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.