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ZOZO, Inc.TSE:3092 Aktierapport

Marknadsvärde JP¥900.2b
Aktiekurs
JP¥1.02k
JP¥1.83k
44.5% undervärderad intrinsisk rabatt
1Y-34.3%
7D-2.5%
1D
Portföljens värde
Utsikt

ZOZO, Inc.

TSE:3092 Aktierapport

Börsvärde: JP¥900.2b

ZOZO (3092) Aktievy

ZOZO, Inc. driver webbplatser för online-shopping i Japan och internationellt. Mer information

3092 fundamental analys
Snöflinga Score
Värdering2/6
Framtida tillväxt2/6
Tidigare resultat3/6
Finansiell hälsa6/6
Utdelningar5/6

3092 Community Fair Values

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ZOZO, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för ZOZO
Historiska aktiekurser
Aktuell aktiekursJP¥1,018.00
52 veckors högstaJP¥1,595.50
52 veckors lägstaJP¥979.10
Beta0.60
1 månads förändring-4.41%
3 månaders förändring-5.78%
1 års förändring-34.32%
3 års förändring6.97%
5 års förändring-18.78%
Förändring sedan börsintroduktionen2,542.91%

Senaste nyheter och uppdateringar

Uppdatering av berättelse May 05

3092: Higher Discount Rate Will Pressure Earnings Quality Before Loan Decision

Analysts have trimmed their fair value estimate for ZOZO to a new price target of ¥880 from ¥1,009.84, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide whether to execute a loan agreement that includes financial covenants (Key Developments).
Analysartikel May 02

The ZOZO, Inc. (TSE:3092) Yearly Results Are Out And Analysts Have Published New Forecasts

Shareholders might have noticed that ZOZO, Inc. ( TSE:3092 ) filed its yearly result this time last week. The early...

Recent updates

Uppdatering av berättelse May 05

3092: Higher Discount Rate Will Pressure Earnings Quality Before Loan Decision

Analysts have trimmed their fair value estimate for ZOZO to a new price target of ¥880 from ¥1,009.84, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide whether to execute a loan agreement that includes financial covenants (Key Developments).
Analysartikel May 02

The ZOZO, Inc. (TSE:3092) Yearly Results Are Out And Analysts Have Published New Forecasts

Shareholders might have noticed that ZOZO, Inc. ( TSE:3092 ) filed its yearly result this time last week. The early...
Uppdatering av berättelse Apr 20

3092: Higher Profitability And Loan Covenants Will Support Future Upside

Analysts have adjusted their price target on ZOZO slightly lower to ¥1,834 from ¥1,849, citing updated assumptions for revenue growth, profit margins and future P/E, while noting that the overall valuation remains largely intact. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide on the execution of a loan agreement that includes financial covenants (Key Developments).
Uppdatering av berättelse Apr 06

3092: Loan Agreement Decision And Margin Stability Will Support Further Upside

Analysts have adjusted their price target on ZOZO to ¥1,359.82, keeping it unchanged overall while fine tuning assumptions such as a slightly different discount rate, a modestly revised revenue growth outlook, a small uplift in profit margin, and a minor tweak to the forward P/E multiple. What's in the News A board meeting is scheduled for February 20, 2026, to consider and decide on a loan agreement that includes financial covenants (Key Developments).
Uppdatering av berättelse Mar 22

3092: Higher Profitability And New Loan Covenants Will Support Future Upside

Analysts have slightly reduced their price target on ZOZO to ¥1,848.64 from ¥1,857.27, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News A board meeting is scheduled for February 20, 2026, with an agenda to consider and decide on executing a loan agreement that includes financial covenants (Key Developments).
Uppdatering av berättelse Mar 07

3092: Loan Agreement Plans And Margin Resilience Will Support Further Upside

Analysts have slightly reduced their fair value estimate for ZOZO from ¥1,365.71 to ¥1,359.82, reflecting modest adjustments to assumptions related to the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News ZOZO scheduled a board meeting for February 20, 2026 to consider and resolve on executing a loan agreement with financial covenants (Key Developments).
Uppdatering av berättelse Feb 21

3092: Higher Margin Outlook And Dividend Stability Will Support Upside Potential

Analysts now see ZOZO's fair value shifting from ¥1,437.47 to ¥1,365.71 as they factor in adjusted revenue growth expectations, a slightly higher discount rate, modestly higher profit margin assumptions, and a lower future P/E multiple. Valuation Changes Fair Value: Adjusted from ¥1,437.47 to ¥1,365.71, representing a modest move lower in the modelled estimate.
Uppdatering av berättelse Feb 07

3092: Higher Profitability And Lower Discount Rate Will Support Future Upside

Analysts have increased their fair value estimate for ZOZO to ¥1,857 from ¥1,852, reflecting updated views on revenue growth, profit margins, discount rate and future P/E assumptions. Valuation Changes Fair Value Estimate has been nudged up slightly from ¥1,852 to ¥1,857.
Analysartikel Feb 03

ZOZO, Inc. (TSE:3092) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

ZOZO, Inc. ( TSE:3092 ) shareholders are probably feeling a little disappointed, since its shares fell 7.0% to JP¥1,138...
Uppdatering av berättelse Jan 24

3092: Dividend Reset And Stable Assumptions Will Support Future Upside

Analysts have nudged their price target on ZOZO slightly higher to ¥1,852, citing modest tweaks to inputs such as a roughly 0.06 percentage point change in discount rate, a 0.08 percentage point adjustment to revenue growth, a marginal shift in profit margin, and a small revision to the assumed future P/E multiple. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with figures presented on a post stock split basis (Key Developments).
Uppdatering av berättelse Jan 09

3092: Dividend Policy And Modest Assumption Shifts Will Support Future Upside

Analysts have made a small downward adjustment to their fair value estimate for ZOZO to ¥1,852.28 from ¥1,853.41, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with amounts presented on a post stock split basis (Key Developments).
Analysartikel Dec 29

Here's Why ZOZO (TSE:3092) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Uppdatering av berättelse Dec 15

3092: Dividend Outlook Will Support Stronger Long Term Earnings Prospects

Analysts have slightly reduced their price target on ZOZO to approximately ¥1,850 from about ¥1,990, citing a modestly higher discount rate and slightly lower margin expectations, while remaining constructive on revenue growth and longer term earnings power. What's in the News ZOZO announced a second quarter dividend of JPY 19 per share for the period ended September 30, 2025, adjusted for a three-for-one stock split completed on April 1, 2025 (company announcement) The new interim dividend compares with JPY 53 per share a year earlier, reflecting the impact of the stock split and updated capital return policy (company announcement) The dividend will be payable on November 25, 2025 to shareholders of record as of the specified date (company announcement) For the fiscal year ending March 31, 2026, ZOZO guided for a year-end dividend of JPY 20 per share, versus JPY 54 per share a year ago, on a post-split basis (company announcement) Valuation Changes The fair value estimate has fallen slightly to approximately ¥1,850 from about ¥1,990, reflecting more conservative assumptions.
Uppdatering av berättelse Nov 29

3092: Dividend Stability And Stock Split Are Expected To Support Fair Value

Analysts have slightly reduced their price target for ZOZO from ¥1,441.88 to ¥1,437.47, citing modest adjustments in growth forecasts and profitability metrics. What's in the News ZOZO, Inc.
Analysartikel Nov 22

Calculating The Fair Value Of ZOZO, Inc. (TSE:3092)

Key Insights The projected fair value for ZOZO is JP¥1,226 based on 2 Stage Free Cash Flow to Equity ZOZO's JP¥1,321...
Uppdatering av berättelse Nov 15

3092: Dividend Payouts And Stock Split Will Drive Shareholder Value

Analysts have slightly lowered their price target for ZOZO from ¥1,473 to ¥1,441. They cite modestly slower expected revenue growth and a marginally higher discount rate in their updated forecasts.
Analysartikel Nov 04

ZOZO, Inc. Just Missed EPS By 15%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for ZOZO, Inc. ( TSE:3092 ), which a week ago released some disappointing interim...
Uppdatering av berättelse Nov 01

3092: Dividend Adjustments And Stock Split Will Shape Near-Term Performance

Analysts have slightly reduced their price target for ZOZO from ¥1,500 to ¥1,473.44, citing marginal adjustments to growth forecasts and profitability expectations. What's in the News ZOZO, Inc.
Analysartikel Sep 08

We Think ZOZO (TSE:3092) Can Manage Its Debt With Ease

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysartikel Aug 03

ZOZO, Inc. (TSE:3092) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Last week, you might have seen that ZOZO, Inc. ( TSE:3092 ) released its first-quarter result to the market. The early...
Analysartikel Jul 17

Does This Valuation Of ZOZO, Inc. (TSE:3092) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, ZOZO fair value estimate is JP¥1,215 ZOZO's JP¥1,528 share...
Analysartikel May 24

ZOZO (TSE:3092) Has A Rock Solid Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
User avatar
Ny berättelse Nov 25

Revolutionising Retail With AI Innovation And Calculated Brand Expansion

Productivity improvements and personalized strategies may reduce costs and boost net margins significantly.

Aktieägarnas avkastning

3092JP Specialty RetailJP Marknad
7D-2.5%4.2%1.2%
1Y-34.3%32.0%42.1%

Avkastning vs industri: 3092 presterade sämre än JP Specialty Retail branschen som gav 32 % under det senaste året.

Avkastning vs Marknaden: 3092 presterade sämre än JP marknaden som gav 42.1 % under det senaste året.

Prisvolatilitet

Is 3092's price volatile compared to industry and market?
3092 volatility
3092 Average Weekly Movement3.7%
Specialty Retail Industry Average Movement4.2%
Market Average Movement5.0%
10% most volatile stocks in JP Market9.6%
10% least volatile stocks in JP Market2.5%

Stabil aktiekurs: 3092 har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för JP.

Volatilitet över tid: 3092 s veckovolatilitet ( 4% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19981,761Kotaro Sawadacorp.zozo.com

ZOZO, Inc. driver webbplatser för online-shopping i Japan och internationellt. Företaget driver ZOZOTOWN, en webbplats för online-shopping av mode; WEAR, en modeapp; Multi-Size-plattformen, ett nytt sätt att handla kläder där användarna väljer längd och vikt för att köpa sin idealstorlek; ZOZOUSED, en webbplats för secondhand/vintage-kläder; ZOZOFIT, en kroppshanteringstjänst; ZOZOGLASS, en hudtonmätare som löser kundernas utmaning att välja färg på kosmetiska produkter; ZOZOMAT, ett 3D-fotmätningsverktyg; ZOZOSUIT, en 3D-mätningsbodysuit; och PayPay Mall. Dessutom bedriver företaget reklamverksamhet.

ZOZO, Inc. Sammanfattning av grunderna

Hur förhåller sig ZOZO:s resultat och omsättning till dess börsvärde?
3092 grundläggande statistik
BörsvärdeJP¥900.24b
Vinst(TTM)JP¥47.93b
Intäkter(TTM)JP¥228.37b
18.8x
P/E-förhållande
3.9x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
3092 resultaträkning (TTM)
IntäkterJP¥228.37b
Kostnad för intäkterJP¥15.37b
BruttovinstJP¥213.00b
Övriga kostnaderJP¥165.08b
IntäkterJP¥47.93b

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)54.20
Bruttomarginal93.27%
Nettovinstmarginal20.99%
Skuld/egenkapitalförhållande18.7%

Hur har 3092 utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

3.9%
Aktuell utdelningsavkastning
72%
Utbetalningskvot

Ger 3092 en tillförlitlig utdelning?

Se 3092 utdelningshistorik och jämförelsetal
När behöver man köpa 3092 för att få en kommande utdelning?
ZOZO datum för utdelning
Ex utdelningsdagMar 30 2026
Utbetalningsdag för utdelningJun 11 2026
Dagar till Ex-utdelning55 days
Dagar till utdelningsdag18 days

Ger 3092 en tillförlitlig utdelning?

Se 3092 utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/23 20:32
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

ZOZO, Inc. bevakas av 24 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc
Oliver James Gray MatthewCLSA