Reported Earnings • Aug 01
First quarter 2027 earnings released: EPS: JP¥67.00 (vs JP¥37.18 in 1Q 2026) First quarter 2027 results: EPS: JP¥67.00 (up from JP¥37.18 in 1Q 2026). Revenue: JP¥69.6b (up 15% from 1Q 2026). Net income: JP¥4.20b (up 50% from 1Q 2026). Profit margin: 6.0% (up from 4.6% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 18% per year. Buy Or Sell Opportunity • Jul 30
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 14% to JP¥3,935. The fair value is estimated to be JP¥3,260, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 2.8% per annum over the same time period. Declared Dividend • Jul 25
Final dividend of JP¥40.00 announced Shareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.2%. Sustainability & Growth The dividend has increased by an average of 4.6% per year over the past 3 years and payments have been stable during that time. Buy Or Sell Opportunity • Jun 29
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.0% to JP¥3,685. The fair value is estimated to be JP¥4,616, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 4.5% per annum over the same time period. Buy Or Sell Opportunity • Jun 11
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 17% to JP¥3,535. The fair value is estimated to be JP¥4,575, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period. Duyuru • Jun 03
Seria Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026 Seria Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026 Buy Or Sell Opportunity • May 26
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 19% to JP¥3,580. The fair value is estimated to be JP¥4,487, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period. Reported Earnings • May 09
Full year 2026 earnings released: EPS: JP¥219 (vs JP¥149 in FY 2025) Full year 2026 results: EPS: JP¥219 (up from JP¥149 in FY 2025). Revenue: JP¥255.7b (up 8.2% from FY 2025). Net income: JP¥14.7b (up 31% from FY 2025). Profit margin: 5.7% (up from 4.7% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 13% per year. Buy Or Sell Opportunity • Mar 30
Now 23% undervalued Over the last 90 days, the stock has risen 8.3% to JP¥3,770. The fair value is estimated to be JP¥4,868, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%). Price Target Changed • Mar 12
Price target increased by 8.9% to JP¥4,280 Up from JP¥3,931, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥4,090. Stock is up 59% over the past year. The company is forecast to post earnings per share of JP¥215 for next year compared to JP¥149 last year. Reported Earnings • Jan 31
Third quarter 2026 earnings released: EPS: JP¥78.86 (vs JP¥40.70 in 3Q 2025) Third quarter 2026 results: EPS: JP¥78.86 (up from JP¥40.70 in 3Q 2025). Revenue: JP¥68.7b (up 14% from 3Q 2025). Net income: JP¥4.94b (up 61% from 3Q 2025). Profit margin: 7.2% (up from 5.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year. Price Target Changed • Jan 31
Price target increased by 7.6% to JP¥3,660 Up from JP¥3,403, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥3,690. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥200 for next year compared to JP¥149 last year. Duyuru • Jan 30
Seria Co., Ltd. Revises Earnings Guidance for the Full Year Ending March 31, 2026 Seria Co., Ltd. revised earnings guidance for the full year ending March 31, 2026. For the year Ending March 2026, the company expects net sales of JPY 250,000 million, operating profit of JPY 19,300 million, profit of JPY 13,000 million and basic earnings per share of JPY 193.80. Duyuru • Dec 02
Seria Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026 Seria Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026 Declared Dividend • Dec 02
First half dividend of JP¥35.00 announced Dividend of JP¥35.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.2%. Sustainability & Growth The dividend has not increased over the past 3 years but payments have been stable during that time. Reported Earnings • Nov 01
Second quarter 2026 earnings released: EPS: JP¥42.18 (vs JP¥32.19 in 2Q 2025) Second quarter 2026 results: EPS: JP¥42.18 (up from JP¥32.19 in 2Q 2025). Revenue: JP¥60.9b (up 5.4% from 2Q 2025). Net income: JP¥2.86b (up 18% from 2Q 2025). Profit margin: 4.7% (up from 4.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.3%). Duyuru • Sep 01
Seria Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025 Seria Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025 Reported Earnings • Aug 02
First quarter 2026 earnings released: EPS: JP¥37.18 (vs JP¥35.50 in 1Q 2025) First quarter 2026 results: EPS: JP¥37.18 (up from JP¥35.50 in 1Q 2025). Revenue: JP¥60.5b (up 4.1% from 1Q 2025). Net income: JP¥2.80b (up 4.7% from 1Q 2025). Profit margin: 4.6% (in line with 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has increased by 1% per year. Buy Or Sell Opportunity • Jul 16
Now 21% undervalued Over the last 90 days, the stock has risen 2.0% to JP¥2,917. The fair value is estimated to be JP¥3,690, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has declined by 9.1%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period. Declared Dividend • Jul 09
Final dividend of JP¥35.00 announced Dividend of JP¥35.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.2%. Sustainability & Growth The dividend has not increased over the past 2 years but payments have been stable during that time. Reported Earnings • Jul 01
Full year 2025 earnings released: EPS: JP¥149 (vs JP¥131 in FY 2024) Full year 2025 results: EPS: JP¥149 (up from JP¥131 in FY 2024). Revenue: JP¥236.3b (up 5.9% from FY 2024). Net income: JP¥11.2b (up 14% from FY 2024). Profit margin: 4.7% (up from 4.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Duyuru • Jun 17
Seria Co., Ltd. (TSE:2782) announces an Equity Buyback for 12,567,900 shares, representing 16.7% for ¥25,135.8 million. Seria Co., Ltd. (TSE:2782) announces a share repurchase program. Under the program, the company will repurchase up to 12,567,900 shares, representing 16.7% of its share capital for ¥25,135.8 million. The shares will be repurchased at purchase price of ¥2,000 per share. The shares will be repurchased from Hiro Corporation. The purpose of the program is to enable the implementation of flexible capital policies in response to changes in the business environment. If the offer is oversubscribed the company may repurchase up to additional 100 shares. The offer will expire on July 15, 2025. As of March 31, 2025, the company had 75,239,484 shares outstanding (excluding treasury shares) and 600,516 shares in treasury. Duyuru • May 31
Seria Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025 Seria Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025 Reported Earnings • May 10
Full year 2025 earnings released: EPS: JP¥149 (vs JP¥131 in FY 2024) Full year 2025 results: EPS: JP¥149 (up from JP¥131 in FY 2024). Revenue: JP¥236.3b (up 5.9% from FY 2024). Net income: JP¥11.2b (up 14% from FY 2024). Profit margin: 4.7% (up from 4.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Duyuru • May 09
Seria Co., Ltd., Annual General Meeting, Jun 26, 2025 Seria Co., Ltd., Annual General Meeting, Jun 26, 2025. Buy Or Sell Opportunity • Apr 17
Now 21% undervalued Over the last 90 days, the stock has risen 7.9% to JP¥2,860. The fair value is estimated to be JP¥3,628, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period. Valuation Update With 7 Day Price Move • Apr 10
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥2,882, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Multiline Retail industry in Japan. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,587 per share. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%). Duyuru • Mar 01
Seria Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025 Seria Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025 Reported Earnings • Feb 01
Third quarter 2025 earnings released: EPS: JP¥50.19 (vs JP¥45.60 in 3Q 2024) Third quarter 2025 results: EPS: JP¥50.19 (up from JP¥45.60 in 3Q 2024). Revenue: JP¥62.1b (up 4.7% from 3Q 2024). Net income: JP¥3.78b (up 10% from 3Q 2024). Profit margin: 6.1% (up from 5.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Declared Dividend • Dec 03
First half dividend of JP¥35.00 announced Dividend of JP¥35.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.2%. Sustainability & Growth The dividend has not increased over the past 2 years but payments have been stable during that time. Duyuru • Nov 30
Seria Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025 Seria Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025 Reported Earnings • Nov 02
Second quarter 2025 earnings released: EPS: JP¥32.19 (vs JP¥26.56 in 2Q 2024) Second quarter 2025 results: EPS: JP¥32.19 (up from JP¥26.56 in 2Q 2024). Revenue: JP¥57.8b (up 8.5% from 2Q 2024). Net income: JP¥2.42b (up 21% from 2Q 2024). Profit margin: 4.2% (up from 3.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%). Buy Or Sell Opportunity • Sep 13
Now 21% undervalued Over the last 90 days, the stock has risen 23% to JP¥3,455. The fair value is estimated to be JP¥4,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period. Duyuru • Aug 27
Seria Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024 Seria Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024 Buy Or Sell Opportunity • Aug 23
Now 22% undervalued Over the last 90 days, the stock has risen 32% to JP¥3,460. The fair value is estimated to be JP¥4,419, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period. Reported Earnings • Aug 02
First quarter 2025 earnings released: EPS: JP¥35.50 (vs JP¥27.45 in 1Q 2024) First quarter 2025 results: EPS: JP¥35.50 (up from JP¥27.45 in 1Q 2024). Revenue: JP¥58.1b (up 7.9% from 1Q 2024). Net income: JP¥2.67b (up 29% from 1Q 2024). Profit margin: 4.6% (up from 3.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Declared Dividend • Jul 11
Final dividend of JP¥35.00 announced Dividend of JP¥35.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.2%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Duyuru • Jun 29
Seria Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024 Seria Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024 Reported Earnings • Jun 25
Full year 2024 earnings released: EPS: JP¥131 (vs JP¥136 in FY 2023) Full year 2024 results: EPS: JP¥131 (down from JP¥136 in FY 2023). Revenue: JP¥223.2b (up 5.1% from FY 2023). Net income: JP¥9.82b (down 4.2% from FY 2023). Profit margin: 4.4% (down from 4.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Reported Earnings • May 12
Full year 2024 earnings released: EPS: JP¥131 (vs JP¥136 in FY 2023) Full year 2024 results: EPS: JP¥131 (down from JP¥136 in FY 2023). Revenue: JP¥223.2b (up 5.1% from FY 2023). Net income: JP¥9.82b (down 4.2% from FY 2023). Profit margin: 4.4% (down from 4.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Duyuru • May 12
Seria Co., Ltd., Annual General Meeting, Jun 20, 2024 Seria Co., Ltd., Annual General Meeting, Jun 20, 2024. Buy Or Sell Opportunity • Apr 12
Now 21% undervalued Over the last 90 days, the stock has risen 4.5% to JP¥2,817. The fair value is estimated to be JP¥3,553, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.2%). Duyuru • Mar 02
Seria Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024 Seria Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024 Price Target Changed • Feb 21
Price target increased by 14% to JP¥2,765 Up from JP¥2,430, the current price target is an average from 6 analysts. New target price is 5.9% below last closing price of JP¥2,938. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥127 for next year compared to JP¥136 last year. Buy Or Sell Opportunity • Feb 15
Now 20% undervalued Over the last 90 days, the stock has risen 34% to JP¥2,753. The fair value is estimated to be JP¥3,456, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period. Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥45.60 (vs JP¥43.53 in 3Q 2023) Third quarter 2024 results: EPS: JP¥45.60 (up from JP¥43.53 in 3Q 2023). Revenue: JP¥59.3b (up 5.5% from 3Q 2023). Net income: JP¥3.43b (up 4.8% from 3Q 2023). Profit margin: 5.8% (in line with 3Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Duyuru • Nov 26
Seria Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024 Seria Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024 Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: JP¥26.56 (vs JP¥32.66 in 2Q 2023) Second quarter 2024 results: EPS: JP¥26.56 (down from JP¥32.66 in 2Q 2023). Revenue: JP¥53.3b (up 2.6% from 2Q 2023). Net income: JP¥2.00b (down 19% from 2Q 2023). Profit margin: 3.8% (down from 4.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 19% per year. Buying Opportunity • Oct 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 5.4%. The fair value is estimated to be JP¥2,737, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 9.1%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is also forecast to grow by 7.3% per annum over the same time period. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥35.00 per share at 3.2% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%). Duyuru • Aug 27
Seria Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023 Seria Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023 New Risk • Aug 02
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.4% Last year net profit margin: 6.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Profit margins are more than 30% lower than last year (4.4% net profit margin). Reported Earnings • Aug 01
First quarter 2024 earnings released: EPS: JP¥27.45 (vs JP¥39.46 in 1Q 2023) First quarter 2024 results: EPS: JP¥27.45 (down from JP¥39.46 in 1Q 2023). Revenue: JP¥53.8b (up 2.6% from 1Q 2023). Net income: JP¥2.07b (down 30% from 1Q 2023). Profit margin: 3.8% (down from 5.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings. Reported Earnings • Jun 24
Full year 2023 earnings released: EPS: JP¥136 (vs JP¥189 in FY 2022) Full year 2023 results: EPS: JP¥136 (down from JP¥189 in FY 2022). Revenue: JP¥212.4b (up 2.1% from FY 2022). Net income: JP¥10.3b (down 28% from FY 2022). Profit margin: 4.8% (down from 6.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings. Duyuru • May 28
Seria Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023 Seria Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023 Reported Earnings • May 12
Full year 2023 earnings released: EPS: JP¥136 (vs JP¥189 in FY 2022) Full year 2023 results: EPS: JP¥136 (down from JP¥189 in FY 2022). Revenue: JP¥212.4b (up 2.1% from FY 2022). Net income: JP¥10.3b (down 28% from FY 2022). Profit margin: 4.8% (down from 6.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings. Duyuru • May 10
Seria Co., Ltd., Annual General Meeting, Jun 21, 2023 Seria Co., Ltd., Annual General Meeting, Jun 21, 2023. Agenda: Annual General Meeting. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥35.00 per share at 2.7% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (). Reported Earnings • Feb 01
Third quarter 2023 earnings released: EPS: JP¥43.53 (vs JP¥56.03 in 3Q 2022) Third quarter 2023 results: EPS: JP¥43.53 (down from JP¥56.03 in 3Q 2022). Revenue: JP¥56.2b (up 3.5% from 3Q 2022). Net income: JP¥3.28b (down 23% from 3Q 2022). Profit margin: 5.8% (down from 7.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year. Duyuru • Nov 27
Seria Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023 Seria Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥32.66 (vs JP¥47.85 in 2Q 2022) Second quarter 2023 results: EPS: JP¥32.66 (down from JP¥47.85 in 2Q 2022). Revenue: JP¥52.0b (up 1.1% from 2Q 2022). Net income: JP¥2.46b (down 32% from 2Q 2022). Profit margin: 4.7% (down from 7.1% 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 6% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. 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. 4 non-independent directors. Independent External Director Hiroto Suzuki was the last independent director to join the board, commencing their role in 2012. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 02
Second quarter 2023 earnings released: EPS: JP¥32.66 (vs JP¥47.85 in 2Q 2022) Second quarter 2023 results: EPS: JP¥32.66 (down from JP¥47.85 in 2Q 2022). Revenue: JP¥52.0b (up 1.1% from 2Q 2022). Net income: JP¥2.46b (down 32% from 2Q 2022). Profit margin: 4.7% (down from 7.1% 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 6% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Duyuru • Nov 02
Seria Co., Ltd. Ogaki Ordinary Shares to Be Deleted from OTC Equity Seria Co., Ltd. Ogaki Ordinary Shares (Japan) will be deleted from OTC Equity effective from November 02, 2022, due to Inactive Security. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. The company last paid an ordinary dividend in November 2011. The average dividend yield among industry peers is 1.4%. Duyuru • Aug 28
Seria Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022 Seria Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022 Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: JP¥39.46 (vs JP¥46.49 in 1Q 2022) First quarter 2023 results: EPS: JP¥39.46 (down from JP¥46.49 in 1Q 2022). Revenue: JP¥52.5b (up 1.0% from 1Q 2022). Net income: JP¥2.97b (down 16% from 1Q 2022). Profit margin: 5.7% (down from 6.8% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Price Target Changed • Jun 30
Price target decreased to JP¥2,719 Down from JP¥3,075, the current price target is provided by 1 analyst. New target price is 13% above last closing price of JP¥2,410. Stock is down 40% over the past year. The company posted earnings per share of JP¥189 last year.