4911 Share Price Performance
JP¥0
-2667.00 (-100.00%)
Price JP¥0
Fair ValueJP¥2,760.98
Share Pricen/a
Shiseido Company, Limited (TSE:4911) Just Reported And Analysts Have Been Lifting Their Price Targets
Feb 12
Shiseido Company, Limited Stock Price
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4911 Community Narratives
AN
Fair Value JP¥2.76k 11.4% overvalued intrinsic discount
Global Cost Reforms And E-commerce Expansion Will Empower Premium Skincare
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Fair Value JP¥1.93k 59.3% overvalued intrinsic discount
Flat Top-Line In Japan And Higher Costs Will Worsen Margins
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Fair Value JP¥3.24k 5.1% 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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AN
JP¥2.76k
11.4% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
3.06% p.a.
Profit Margin
5.42%
Future PE
22.54x
Price in 2029
JP¥3.25k
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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AN
JP¥1.93k
59.3% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
2.14% p.a.
Profit Margin
4.45%
Future PE
20.02x
Price in 2029
JP¥2.28k
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
3
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AN
JP¥3.24k
5.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
5.11% p.a.
Profit Margin
7.24%
Future PE
19.55x
Price in 2028
JP¥3.91k
Trending Discussion
Recently Updated Narratives
AN
4911: Medium Term Profit Outlook Will Likely Prove Too Optimistic
Fair Value: JP¥2.76k 11.4% overvalued intrinsic discount
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AN
4911: Impairment And Weaker Earnings Guidance Will Pressure Future Share Returns
Fair Value: JP¥1.93k 59.3% overvalued intrinsic discount
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AN
Asia's Middle Class And E-commerce Trends Will Expand Premium Beauty
Fair Value: JP¥3.24k 5.1% undervalued intrinsic discount
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Snowflake Analysis
Shiseido Company, Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 12, 2026
- -101.82
- 76.60%
- -4.19%
- 34.1%
About 4911
- Founded
- 1872
- Employees
- 27908
- CEO
- WebsiteView website
Shiseido Company, Limited engages in the production and sale of cosmetics in Japan and internationally. It offers fragrances, skincare, and makeup products through retail channels. The company offers its products under 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, Ulé, ZADIG&VOLTAIRE, ANESSA, AQUA LABEL, AUPRES, d program, ELIXIR, HAKU, INTEGRATE, MAJOLICA MAJORCA, MAQuillAGE, PRIOR, REVITAL, URARA, INRYU, The Collagen, and Perfect Cover brands. It also engages in the restaurant and food businesses; and operates beauty salons. In addition, the company operates and supports SABFA, a professional hair makeup training school. Further, it offers childcare facilities. 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 Tokyo, Japan.