Declared Dividend • Jun 12
Final dividend of JP¥21.06 announced Shareholders will receive a dividend of JP¥21.06. Ex-date: 28th August 2026 Payment date: 13th November 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Apr 14
IDOM Inc. to Report Q1, 2027 Results on Jul 14, 2026 IDOM Inc. announced that they will report Q1, 2027 results on Jul 14, 2026 Reported Earnings • Apr 14
Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2026 results: EPS: JP¥119 (down from JP¥134 in FY 2025). Revenue: JP¥562.8b (up 13% from FY 2025). Net income: JP¥11.9b (down 11% from FY 2025). Profit margin: 2.1% (down from 2.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 13
IDOM Inc., Annual General Meeting, May 26, 2026 IDOM Inc., Annual General Meeting, May 26, 2026. Upcoming Dividend • Feb 19
Upcoming dividend of JP¥21.92 per share Eligible shareholders must have bought the stock before 26 February 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%). Reported Earnings • Jan 14
Third quarter 2026 earnings released: EPS: JP¥39.07 (vs JP¥33.03 in 3Q 2025) Third quarter 2026 results: EPS: JP¥39.07 (up from JP¥33.03 in 3Q 2025). Revenue: JP¥148.4b (up 13% from 3Q 2025). Net income: JP¥3.92b (up 18% from 3Q 2025). Profit margin: 2.6% (in line with 3Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Nov 14
First half dividend of JP¥21.92 announced Shareholders will receive a dividend of JP¥21.92. Ex-date: 26th February 2026 Payment date: 28th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 15
Second quarter 2026 earnings released: EPS: JP¥28.73 (vs JP¥35.70 in 2Q 2025) Second quarter 2026 results: EPS: JP¥28.73 (down from JP¥35.70 in 2Q 2025). Revenue: JP¥134.6b (up 7.6% from 2Q 2025). Net income: JP¥2.89b (down 20% from 2Q 2025). Profit margin: 2.1% (down from 2.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Aug 21
Upcoming dividend of JP¥22.41 per share Eligible shareholders must have bought the stock before 28 August 2025. Payment date: 13 November 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%). Price Target Changed • Aug 02
Price target decreased by 7.6% to JP¥1,572 Down from JP¥1,702, the current price target is an average from 5 analysts. New target price is 58% above last closing price of JP¥992. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥137 for next year compared to JP¥134 last year. Reported Earnings • Jul 15
First quarter 2026 earnings released: EPS: JP¥22.69 (vs JP¥28.89 in 1Q 2025) First quarter 2026 results: EPS: JP¥22.69 (down from JP¥28.89 in 1Q 2025). Revenue: JP¥138.5b (up 11% from 1Q 2025). Net income: JP¥2.28b (down 22% from 1Q 2025). Profit margin: 1.6% (down from 2.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Declared Dividend • Jun 18
Final dividend of JP¥22.41 announced Shareholders will receive a dividend of JP¥22.41. Ex-date: 28th August 2025 Payment date: 13th November 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jun 17
IDOM Inc. to Report Q3, 2026 Results on Jan 13, 2026 IDOM Inc. announced that they will report Q3, 2026 results on Jan 13, 2026 Reported Earnings • Jun 03
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: JP¥134 (up from JP¥114 in FY 2024). Revenue: JP¥496.7b (up 18% from FY 2024). Net income: JP¥13.4b (up 18% from FY 2024). Profit margin: 2.7% (in line with FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 21
IDOM Inc. to Report Q2, 2026 Results on Oct 15, 2025 IDOM Inc. announced that they will report Q2, 2026 results on Oct 15, 2025 New Risk • May 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (34% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Reported Earnings • Apr 12
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: JP¥134 (up from JP¥114 in FY 2024). Revenue: JP¥496.7b (up 18% from FY 2024). Net income: JP¥13.4b (up 18% from FY 2024). Profit margin: 2.7% (in line with FY 2024). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 4.0%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 12
IDOM Inc. to Report Q1, 2026 Results on Jul 14, 2025 IDOM Inc. announced that they will report Q1, 2026 results on Jul 14, 2025 Buy Or Sell Opportunity • Apr 04
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 1.9% to JP¥1,111. The fair value is estimated to be JP¥1,454, 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. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period. Buy Or Sell Opportunity • Feb 28
Now 20% undervalued Over the last 90 days, the stock has risen 1.2% to JP¥1,106. The fair value is estimated to be JP¥1,391, 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. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥21.25 per share Eligible shareholders must have bought the stock before 27 February 2025. Payment date: 29 May 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%). Announcement • Jan 29
IDOM Inc. to Report Fiscal Year 2025 Results on Apr 11, 2025 IDOM Inc. announced that they will report fiscal year 2025 results on Apr 11, 2025 Reported Earnings • Jan 15
Third quarter 2025 earnings released: EPS: JP¥33.03 (vs JP¥24.04 in 3Q 2024) Third quarter 2025 results: EPS: JP¥33.03 (up from JP¥24.04 in 3Q 2024). Revenue: JP¥130.9b (up 26% from 3Q 2024). Net income: JP¥3.32b (up 37% from 3Q 2024). Profit margin: 2.5% (up from 2.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Oct 22
Now 33% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.6% to JP¥1,031. The fair value is estimated to be JP¥1,538, 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. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Reported Earnings • Oct 18
Second quarter 2025 earnings released: EPS: JP¥35.70 (vs JP¥29.43 in 2Q 2024) Second quarter 2025 results: EPS: JP¥35.70 (up from JP¥29.43 in 2Q 2024). Revenue: JP¥125.1b (up 27% from 2Q 2024). Net income: JP¥3.58b (up 21% from 2Q 2024). Profit margin: 2.9% (in line with 2Q 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year. Valuation Update With 7 Day Price Move • Oct 16
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,248, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,746 per share. Upcoming Dividend • Aug 22
Upcoming dividend of JP¥20.02 per share Eligible shareholders must have bought the stock before 29 August 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%). Valuation Update With 7 Day Price Move • Jul 19
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥1,161, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,503 per share. Reported Earnings • Jul 16
First quarter 2025 earnings released: EPS: JP¥28.89 (vs JP¥18.60 in 1Q 2024) First quarter 2025 results: EPS: JP¥28.89 (up from JP¥18.60 in 1Q 2024). Revenue: JP¥124.6b (up 18% from 1Q 2024). Net income: JP¥2.90b (up 55% from 1Q 2024). Profit margin: 2.3% (up from 1.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Jul 16
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 12% to JP¥1,229. The fair value is estimated to be JP¥1,571, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.5% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Reported Earnings • Jun 01
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: JP¥114 (down from JP¥141 in FY 2023). Revenue: JP¥419.9b (flat on FY 2023). Net income: JP¥11.4b (down 20% from FY 2023). Profit margin: 2.7% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 28% per year. Valuation Update With 7 Day Price Move • Apr 19
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to JP¥1,370, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 133% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,587 per share. New Risk • Apr 15
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Apr 14
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: JP¥114 (down from JP¥141 in FY 2023). Revenue: JP¥419.9b (flat on FY 2023). Net income: JP¥11.4b (down 20% from FY 2023). Profit margin: 2.7% (down from 3.4% in FY 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Announcement • Apr 14
IDOM Inc., Annual General Meeting, May 28, 2024 IDOM Inc., Annual General Meeting, May 28, 2024. Price Target Changed • Mar 21
Price target increased by 11% to JP¥1,158 Up from JP¥1,048, the current price target is an average from 4 analysts. New target price is 11% above last closing price of JP¥1,040. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥97.36 for next year compared to JP¥141 last year. Upcoming Dividend • Feb 21
Upcoming dividend of JP¥18.75 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 29 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%). Price Target Changed • Feb 14
Price target decreased by 7.2% to JP¥973 Down from JP¥1,048, the current price target is an average from 4 analysts. New target price is 6.5% above last closing price of JP¥913. Stock is up 5.2% over the past year. The company is forecast to post earnings per share of JP¥102 for next year compared to JP¥141 last year. Reported Earnings • Jan 14
Third quarter 2024 earnings released: EPS: JP¥24.04 (vs JP¥36.88 in 3Q 2023) Third quarter 2024 results: EPS: JP¥24.04 (down from JP¥36.88 in 3Q 2023). Revenue: JP¥104.0b (up 5.3% from 3Q 2023). Net income: JP¥2.41b (down 35% from 3Q 2023). Profit margin: 2.3% (down from 3.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Announcement • Jan 13
IDOM Inc. to Report Fiscal Year 2024 Results on Apr 12, 2024 IDOM Inc. announced that they will report fiscal year 2024 results on Apr 12, 2024 Price Target Changed • Dec 17
Price target decreased by 9.5% to JP¥1,023 Down from JP¥1,130, the current price target is an average from 4 analysts. New target price is 12% above last closing price of JP¥917. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥141 last year. Reported Earnings • Oct 16
Second quarter 2024 earnings released: EPS: JP¥29.43 (vs JP¥21.30 in 2Q 2023) Second quarter 2024 results: EPS: JP¥29.43 (up from JP¥21.30 in 2Q 2023). Revenue: JP¥98.4b (up 9.5% from 2Q 2023). Net income: JP¥2.96b (up 38% from 2Q 2023). Profit margin: 3.0% (up from 2.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Price Target Changed • Sep 20
Price target decreased by 15% to JP¥1,130 Down from JP¥1,330, the current price target is an average from 5 analysts. New target price is 61% above last closing price of JP¥703. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥141 last year. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥14.00 per share at 4.8% yield Eligible shareholders must have bought the stock before 30 August 2023. Payment date: 07 November 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%). New Risk • Jul 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change). Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥782, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,162 per share. Reported Earnings • Jul 16
First quarter 2024 earnings released: EPS: JP¥18.60 (vs JP¥53.55 in 1Q 2023) First quarter 2024 results: EPS: JP¥18.60 (down from JP¥53.55 in 1Q 2023). Revenue: JP¥105.3b (down 22% from 1Q 2023). Net income: JP¥1.87b (down 65% from 1Q 2023). Profit margin: 1.8% (down from 4.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Board Change • Jun 29
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Jun 02
Full year 2023 earnings: EPS and revenues exceed analyst expectations Full year 2023 results: EPS: JP¥141 (up from JP¥108 in FY 2022). Revenue: JP¥416.5b (down 9.4% from FY 2022). Net income: JP¥14.2b (up 32% from FY 2022). Profit margin: 3.4% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. 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 19% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 16
Full year 2023 earnings: EPS and revenues exceed analyst expectations Full year 2023 results: EPS: JP¥141 (up from JP¥108 in FY 2022). Revenue: JP¥416.5b (down 9.4% from FY 2022). Net income: JP¥14.2b (up 32% from FY 2022). Profit margin: 3.4% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. 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 24% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥16.20 per share at 2.2% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 1.7% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%). Price Target Changed • Jan 17
Price target increased to JP¥1,235 Up from JP¥1,145, the current price target is an average from 4 analysts. New target price is 69% above last closing price of JP¥729. Stock is up 3.8% over the past year. The company is forecast to post earnings per share of JP¥133 for next year compared to JP¥108 last year. Reported Earnings • Jan 14
Third quarter 2023 earnings: EPS and revenues exceed analyst expectations Third quarter 2023 results: EPS: JP¥36.88 (up from JP¥34.13 in 3Q 2022). Revenue: JP¥98.8b (down 16% from 3Q 2022). Net income: JP¥3.70b (up 8.1% from 3Q 2022). Profit margin: 3.7% (up from 2.9% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 8.7%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 4.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Oct 31
IDOM Inc. to Report Q3, 2023 Results on Jan 13, 2023 IDOM Inc. announced that they will report Q3, 2023 results on Jan 13, 2023 Reported Earnings • Oct 17
Second quarter 2023 earnings released: EPS: JP¥21.30 (vs JP¥25.49 in 2Q 2022) Second quarter 2023 results: EPS: JP¥21.30 (down from JP¥25.49 in 2Q 2022). Revenue: JP¥89.9b (down 19% from 2Q 2022). Net income: JP¥2.14b (down 16% from 2Q 2022). Profit margin: 2.4% (up from 2.3% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥16.20 per share Eligible shareholders must have bought the stock before 30 August 2022. Payment date: 07 November 2022. Payout ratio is a comfortable 3.4% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%). Announcement • Aug 03
IDOM Inc. to Report Q2, 2023 Results on Oct 14, 2022 IDOM Inc. announced that they will report Q2, 2023 results on Oct 14, 2022 Reported Earnings • Jul 17
First quarter 2023 earnings released: EPS: JP¥53.55 (vs JP¥27.41 in 1Q 2022) First quarter 2023 results: EPS: JP¥53.55 (up from JP¥27.41 in 1Q 2022). Revenue: JP¥135.6b (up 16% from 1Q 2022). Net income: JP¥5.38b (up 95% from 1Q 2022). Profit margin: 4.0% (up from 2.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 24% compared to a 7.7% growth forecast for the industry in Japan. 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 23% per year, which means it is significantly lagging earnings growth. Announcement • Jul 08
Swift Holdings Investments Pty Ltd completed the acquisition of IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. Swift Holdings Investments Pty Ltd entered into an agreement to acquire IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on April 14, 2022. Swift Holdings Investments will acquire 1,267,811 shares of both the entities. The stock transfer is expected to happen by the end of June.
Swift Holdings Investments Pty Ltd completed the acquisition of IDOM Automotive Group Pty Ltd. and Gulliver Australia Pty Ltd. on July 7, 2022. Price Target Changed • Jun 10
Price target decreased to JP¥1,073 Down from JP¥1,167, the current price target is an average from 5 analysts. New target price is 47% above last closing price of JP¥728. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥117 for next year compared to JP¥108 last year. Reported Earnings • Jun 03
Full year 2022 earnings: Revenues exceed analyst expectations Full year 2022 results: Revenue: JP¥459.5b (up 21% from FY 2021). Net income: JP¥10.8b (up JP¥9.31b from FY 2021). Profit margin: 2.3% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 20% compared to a 7.5% growth forecast for the retail industry in Japan. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Koichi Noda was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 21
IDOM Inc. to Report Q1, 2023 Results on Jul 14, 2022 IDOM Inc. announced that they will report Q1, 2023 results on Jul 14, 2022 Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment deteriorated over the past week After last week's 15% share price decline to JP¥640, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥429 per share. Major Estimate Revision • Apr 21
Consensus forecasts updated The consensus outlook for 2023 has been updated. 2023 revenue forecast fell from JP¥452.5b to JP¥368.2b. EPS estimate increased from JP¥100 to JP¥117 per share. Net income forecast to grow 8.4% next year vs 3.7% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,167 to JP¥1,117. Share price fell 15% to JP¥640 over the past week. Buying Opportunity • Apr 16
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 8.9%. The fair value is estimated to be JP¥902, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period. Reported Earnings • Apr 15
Full year 2022 earnings: EPS and revenues exceed analyst expectations Full year 2022 results: EPS: JP¥108 (up from JP¥14.76 in FY 2021). Revenue: JP¥459.5b (up 21% from FY 2021). Net income: JP¥10.8b (up JP¥9.31b from FY 2021). Profit margin: 2.3% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Over the next year, revenue is expected to shrink by 20% compared to a 6.6% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Mar 15
Investor sentiment improved over the past week After last week's 21% share price gain to JP¥681, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 115% over the past three years. Upcoming Dividend • Feb 18
Upcoming dividend of JP¥2.30 per share Eligible shareholders must have bought the stock before 25 February 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%). Reported Earnings • Jan 16
Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2022 results: EPS: JP¥34.13 (down from JP¥38.35 in 3Q 2021). Revenue: JP¥116.8b (up 12% from 3Q 2021). Net income: JP¥3.43b (down 11% from 3Q 2021). Profit margin: 2.9% (down from 3.7% in 3Q 2021). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 75%. Earnings per share (EPS) missed analyst estimates by 75%. Over the next year, revenue is forecast to grow 1.4%, compared to a 7.0% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Reported Earnings • Oct 15
Second quarter 2022 earnings released: EPS JP¥25.49 (vs JP¥22.80 in 2Q 2021) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥110.8b (up 17% from 2Q 2021). Net income: JP¥2.56b (up 12% from 2Q 2021). Profit margin: 2.3% (down from 2.4% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 05
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥854, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Specialty Retail industry in Japan. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,671 per share.