ZOZO, Inc.

TSE:3092 Stok Raporu

Piyasa değeri: JP¥900.2b

ZOZO Gelecekteki Büyüme

Future kriter kontrolleri 2/6

ZOZO kazanç ve gelirin sırasıyla yıllık 5.4% ve 4.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 5.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 41.2% olacağı tahmin edilmektedir.

Anahtar bilgiler

5.4%

Kazanç büyüme oranı

5.88%

EPS büyüme oranı

Specialty Retail kazanç büyümesi9.1%
Gelir büyüme oranı4.7%
Gelecekteki özkaynak getirisi41.20%
Analist kapsamı

Good

Son güncelleme22 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...

Recent updates

Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
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Yeni Anlatı • Nov 25

Revolutionising Retail With AI Innovation And Calculated Brand Expansion

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

Kazanç ve Gelir Büyüme Tahminleri

TSE:3092 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (JPY Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
3/31/2029266,35656,50166,25170,4128
3/31/2028254,53354,79858,08864,45617
3/31/2027242,33251,32953,33163,72316
3/31/2026228,37347,92645,48252,531N/A
12/31/2025223,86046,379N/AN/AN/A
9/30/2025219,57945,22247,76854,010N/A
6/30/2025216,77245,613N/AN/AN/A
3/31/2025213,13145,34653,82960,114N/A
12/31/2024210,52447,814N/AN/AN/A
9/30/2024205,60045,15740,70350,334N/A
6/30/2024201,53244,246N/AN/AN/A
3/31/2024197,01644,34133,22642,589N/A
12/31/2023194,52440,783N/AN/AN/A
9/30/2023189,87340,77327,22836,671N/A
6/30/2023186,70440,770N/AN/AN/A
3/31/2023183,42339,52627,40136,671N/A
12/31/2022178,88839,052N/AN/AN/A
9/30/2022173,75437,01835,86340,222N/A
6/30/2022169,92335,721N/AN/AN/A
3/31/2022166,19934,49238,56339,895N/A
12/31/2021162,70033,860N/AN/AN/A
9/30/2021157,12233,53041,22244,405N/A
6/30/2021152,59432,342N/AN/AN/A
3/31/2021147,40230,93241,43844,790N/A
12/31/2020142,11030,357N/AN/AN/A
9/30/2020134,76724,82829,91933,505N/A
6/30/2020130,99420,799N/AN/AN/A
3/31/2020125,51718,80419,61924,789N/A
12/31/2019120,51814,492N/AN/AN/A
9/30/2019121,88317,613N/A19,166N/A
6/30/2019120,05017,148N/AN/AN/A
3/31/2019118,40515,985N/A14,807N/A
12/31/2018117,29117,536N/AN/AN/A
9/30/2018109,50216,896N/A15,922N/A
6/30/2018103,53318,787N/AN/AN/A
3/31/201898,43220,156N/A19,882N/A
12/31/201793,61419,203N/AN/AN/A
9/30/201787,52118,527N/A17,506N/A
6/30/201782,45818,987N/AN/AN/A
3/31/201776,39317,035N/A18,294N/A
12/31/201670,36618,178N/AN/AN/A
9/30/201663,57115,258N/A15,438N/A
6/30/201658,95213,067N/AN/AN/A
3/31/201654,42211,988N/A12,027N/A
12/31/201549,67910,047N/AN/AN/A
9/30/201545,9799,875N/A11,411N/A
6/30/201543,6379,627N/AN/AN/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 3092 'nin tahmini kazanç büyümesi (yıllık 5.4% ) tasarruf oranının ( 0.8% ) üzerindedir.

Kazançlar ve Piyasa: 3092 şirketinin kazançlarının (yıllık 5.4% ) JP pazarından (yıllık 8.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: 3092 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: 3092 şirketinin gelirinin (yıllık 4.7% ) JP pazarından (yıllık 5.3% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 3092 şirketinin gelirinin (yıllık 4.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: 3092 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 41.2 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 13:39
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ZOZO, Inc. 24 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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