Announcement • Jun 03
Yamaya Corporation to Report Q1, 2027 Results on Aug 13, 2026 Yamaya Corporation announced that they will report Q1, 2027 results on Aug 13, 2026 Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥192 (vs JP¥336 in FY 2025) Full year 2026 results: EPS: JP¥192 (down from JP¥336 in FY 2025). Revenue: JP¥159.1b (flat on FY 2025). Net income: JP¥2.08b (down 43% from FY 2025). Profit margin: 1.3% (down from 2.3% in FY 2025). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Announcement • May 18
Yamaya Corporation, Annual General Meeting, Jun 25, 2026 Yamaya Corporation, Annual General Meeting, Jun 25, 2026. Announcement • May 10
Yamaya Corporation to Report Fiscal Year 2026 Results on May 15, 2026 Yamaya Corporation announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 15, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥38.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Reported Earnings • Feb 14
Third quarter 2026 earnings released: EPS: JP¥119 (vs JP¥128 in 3Q 2025) Third quarter 2026 results: EPS: JP¥119 (down from JP¥128 in 3Q 2025). Revenue: JP¥44.6b (up 2.6% from 3Q 2025). Net income: JP¥1.29b (down 6.6% from 3Q 2025). Profit margin: 2.9% (down from 3.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Announcement • Dec 05
Yamaya Corporation to Report Q3, 2026 Results on Feb 12, 2026 Yamaya Corporation announced that they will report Q3, 2026 results on Feb 12, 2026 Reported Earnings • Nov 18
Second quarter 2026 earnings released: EPS: JP¥25.92 (vs JP¥67.43 in 2Q 2025) Second quarter 2026 results: EPS: JP¥25.92 (down from JP¥67.43 in 2Q 2025). Revenue: JP¥40.1b (flat on 2Q 2025). Net income: JP¥281.0m (down 62% from 2Q 2025). Profit margin: 0.7% (down from 1.8% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥37.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Announcement • Sep 01
Yamaya Corporation to Report Q2, 2026 Results on Nov 14, 2025 Yamaya Corporation announced that they will report Q2, 2026 results on Nov 14, 2025 Reported Earnings • Aug 15
First quarter 2026 earnings released: EPS: JP¥42.89 (vs JP¥75.36 in 1Q 2025) First quarter 2026 results: EPS: JP¥42.89 (down from JP¥75.36 in 1Q 2025). Revenue: JP¥38.2b (down 2.4% from 1Q 2025). Net income: JP¥465.0m (down 43% from 1Q 2025). Profit margin: 1.2% (down from 2.1% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 21
Full year 2025 earnings released: EPS: JP¥336 (vs JP¥334 in FY 2024) Full year 2025 results: EPS: JP¥336 (up from JP¥334 in FY 2024). Revenue: JP¥160.2b (flat on FY 2024). Net income: JP¥3.64b (flat on FY 2024). Profit margin: 2.3% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • Jun 11
Yamaya Corporation to Report Q1, 2026 Results on Aug 13, 2025 Yamaya Corporation announced that they will report Q1, 2026 results on Aug 13, 2025 Reported Earnings • May 21
Full year 2025 earnings released: EPS: JP¥336 (vs JP¥334 in FY 2024) Full year 2025 results: EPS: JP¥336 (up from JP¥334 in FY 2024). Revenue: JP¥160.2b (flat on FY 2024). Net income: JP¥3.64b (flat on FY 2024). Profit margin: 2.3% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • May 20
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥2,465, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 6.7% over the past three years. Announcement • May 15
Yamaya Corporation, Annual General Meeting, Jun 19, 2025 Yamaya Corporation, Annual General Meeting, Jun 19, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥27.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%). Announcement • Mar 06
Yamaya Corporation to Report Fiscal Year 2025 Results on May 15, 2025 Yamaya Corporation announced that they will report fiscal year 2025 results on May 15, 2025 Reported Earnings • Feb 15
Third quarter 2025 earnings released: EPS: JP¥128 (vs JP¥143 in 3Q 2024) Third quarter 2025 results: EPS: JP¥128 (down from JP¥143 in 3Q 2024). Revenue: JP¥43.5b (flat on 3Q 2024). Net income: JP¥1.38b (down 11% from 3Q 2024). Profit margin: 3.2% (down from 3.5% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year. Announcement • Dec 03
Yamaya Corporation to Report Q3, 2025 Results on Feb 13, 2025 Yamaya Corporation announced that they will report Q3, 2025 results on Feb 13, 2025 Upcoming Dividend • Sep 20
Upcoming dividend of JP¥27.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 28 November 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%). Announcement • Aug 28
Yamaya Corporation to Report Q2, 2025 Results on Nov 14, 2024 Yamaya Corporation announced that they will report Q2, 2025 results on Nov 14, 2024 Reported Earnings • Aug 14
First quarter 2025 earnings released: EPS: JP¥75.36 (vs JP¥73.52 in 1Q 2024) First quarter 2025 results: EPS: JP¥75.36 (up from JP¥73.52 in 1Q 2024). Revenue: JP¥39.2b (flat on 1Q 2024). Net income: JP¥817.0m (up 2.5% from 1Q 2024). Profit margin: 2.1% (up from 2.0% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 25
Full year 2024 earnings released: EPS: JP¥334 (vs JP¥178 in FY 2023) Full year 2024 results: EPS: JP¥334 (up from JP¥178 in FY 2023). Revenue: JP¥160.3b (up 5.0% from FY 2023). Net income: JP¥3.62b (up 87% from FY 2023). Profit margin: 2.3% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • Jun 10
Yamaya Corporation to Report Q1, 2025 Results on Aug 09, 2024 Yamaya Corporation announced that they will report Q1, 2025 results on Aug 09, 2024 Reported Earnings • May 21
Full year 2024 earnings released: EPS: JP¥334 (vs JP¥178 in FY 2023) Full year 2024 results: EPS: JP¥334 (up from JP¥178 in FY 2023). Revenue: JP¥160.3b (up 5.0% from FY 2023). Net income: JP¥3.62b (up 87% from FY 2023). Profit margin: 2.3% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • May 17
Yamaya Corporation, Annual General Meeting, Jun 20, 2024 Yamaya Corporation, Annual General Meeting, Jun 20, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥26.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.5%). Announcement • Mar 08
Yamaya Corporation to Report Fiscal Year 2024 Results on May 15, 2024 Yamaya Corporation announced that they will report fiscal year 2024 results on May 15, 2024 Reported Earnings • Feb 10
Third quarter 2024 earnings released: EPS: JP¥143 (vs JP¥112 in 3Q 2023) Third quarter 2024 results: EPS: JP¥143 (up from JP¥112 in 3Q 2023). Revenue: JP¥43.6b (up 5.1% from 3Q 2023). Net income: JP¥1.55b (up 27% from 3Q 2023). Profit margin: 3.5% (up from 2.9% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Announcement • Nov 30
Yamaya Corporation to Report Q3, 2024 Results on Feb 09, 2024 Yamaya Corporation announced that they will report Q3, 2024 results on Feb 09, 2024 Reported Earnings • Nov 11
Second quarter 2024 earnings released: EPS: JP¥63.73 (vs JP¥14.02 in 2Q 2023) Second quarter 2024 results: EPS: JP¥63.73 (up from JP¥14.02 in 2Q 2023). Revenue: JP¥41.2b (up 4.8% from 2Q 2023). Net income: JP¥691.0m (up 355% from 2Q 2023). Profit margin: 1.7% (up from 0.4% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥26.00 per share at 1.7% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.6%). Buying Opportunity • Sep 20
Now 20% undervalued Over the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥3,839, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Announcement • Sep 06
Yamaya Corporation to Report Q2, 2024 Results on Nov 10, 2023 Yamaya Corporation announced that they will report Q2, 2024 results on Nov 10, 2023 Reported Earnings • Aug 12
First quarter 2024 earnings released: EPS: JP¥73.51 (vs JP¥38.00 in 1Q 2023) First quarter 2024 results: EPS: JP¥73.51 (up from JP¥38.00 in 1Q 2023). Revenue: JP¥38.9b (up 6.8% from 1Q 2023). Net income: JP¥797.0m (up 93% from 1Q 2023). Profit margin: 2.0% (up from 1.1% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 28
Full year 2023 earnings released: EPS: JP¥178 (vs JP¥406 in FY 2022) Full year 2023 results: EPS: JP¥178 (down from JP¥406 in FY 2022). Revenue: JP¥152.8b (up 6.5% from FY 2022). Net income: JP¥1.93b (down 56% from FY 2022). Profit margin: 1.3% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Jun 09
Yamaya Corporation to Report Q1, 2024 Results on Aug 10, 2023 Yamaya Corporation announced that they will report Q1, 2024 results on Aug 10, 2023 Reported Earnings • May 17
Full year 2023 earnings released: EPS: JP¥178 (vs JP¥406 in FY 2022) Full year 2023 results: EPS: JP¥178 (down from JP¥406 in FY 2022). Revenue: JP¥152.8b (up 6.5% from FY 2022). Net income: JP¥1.93b (down 56% from FY 2022). Profit margin: 1.3% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • May 14
Yamaya Corporation, Annual General Meeting, Jun 22, 2023 Yamaya Corporation, Annual General Meeting, Jun 22, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥26.00 per share at 2.0% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: JP¥112 (vs JP¥128 in 3Q 2022) Third quarter 2023 results: EPS: JP¥112 (down from JP¥128 in 3Q 2022). Revenue: JP¥41.5b (up 1.1% from 3Q 2022). Net income: JP¥1.22b (down 12% from 3Q 2022). Profit margin: 2.9% (down from 3.4% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Nov 30
Yamaya Corporation to Report Q3, 2023 Results on Feb 10, 2023 Yamaya Corporation announced that they will report Q3, 2023 results on Feb 10, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥14.02 (vs JP¥103 in 2Q 2022) Second quarter 2023 results: EPS: JP¥14.02 (down from JP¥103 in 2Q 2022). Revenue: JP¥39.4b (up 12% from 2Q 2022). Net income: JP¥152.0m (down 86% from 2Q 2022). Profit margin: 0.4% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 9 highly experienced directors. No independent directors (7 non-independent directors). Director Satoshi Ohtake was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Nov 13
Second quarter 2023 earnings released: EPS: JP¥14.02 (vs JP¥103 in 2Q 2022) Second quarter 2023 results: EPS: JP¥14.02 (down from JP¥103 in 2Q 2022). Revenue: JP¥39.4b (up 12% from 2Q 2022). Net income: JP¥152.0m (down 86% from 2Q 2022). Profit margin: 0.4% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥26.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%). Reported Earnings • Aug 12
First quarter 2023 earnings released: EPS: JP¥38.00 (vs JP¥155 in 1Q 2022) First quarter 2023 results: EPS: JP¥38.00 (down from JP¥155 in 1Q 2022). Revenue: JP¥36.4b (up 3.9% from 1Q 2022). Net income: JP¥412.0m (down 75% from 1Q 2022). Profit margin: 1.1% (down from 4.8% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Reported Earnings • May 15
Full year 2022 earnings released: EPS: JP¥406 (vs JP¥736 loss in FY 2021) Full year 2022 results: EPS: JP¥406 (up from JP¥736 loss in FY 2021). Revenue: JP¥143.4b (down 4.4% from FY 2021). Net income: JP¥4.40b (up JP¥12.4b from FY 2021). Profit margin: 3.1% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 9 highly experienced directors. No independent directors (7 non-independent directors). Director Satoshi Ohtake was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥24.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 07 June 2022. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%). Reported Earnings • Feb 12
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥128 (up from JP¥659 loss in 3Q 2021). Revenue: JP¥41.1b (flat on 3Q 2021). Net income: JP¥1.39b (up JP¥8.54b from 3Q 2021). Profit margin: 3.4% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. Reported Earnings • Nov 12
Second quarter 2022 earnings released: EPS JP¥103 (vs JP¥3.51 loss in 2Q 2021) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥35.2b (down 10% from 2Q 2021). Net income: JP¥1.12b (up JP¥1.16b from 2Q 2021). Profit margin: 3.2% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥24.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 27 November 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.4%). Reported Earnings • May 15
Full year 2021 earnings released: JP¥736 loss per share (vs JP¥18.91 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥150.0b (down 11% from FY 2020). Net loss: JP¥7.98b (down JP¥8.18b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥26.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.4%). Is New 90 Day High Low • Mar 02
New 90-day high: JP¥2,282 The company is up 7.0% from its price of JP¥2,129 on 02 December 2020. The Japanese market is also up 7.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Consumer Retailing industry, which is up 2.0% over the same period. Reported Earnings • Feb 17
Third quarter 2021 earnings released: JP¥659 loss per share (vs JP¥82.00 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥40.7b (down 8.4% from 3Q 2020). Net loss: JP¥7.15b (down JP¥8.04b from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 90% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Feb 05
New 90-day high: JP¥2,215 The company is up 1.0% from its price of JP¥2,188 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period. Is New 90 Day High Low • Dec 29
New 90-day high: JP¥2,210 The company is up 4.0% from its price of JP¥2,118 on 30 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 1.0% over the same period.