繧ク繧ァ繧、繝峨げ繝ォ繝シ繝玲ェ蠑丈シ夂、セ

3558 株式会社ロコンド

Internet Retail · Growth

PRICE: ¥1,571 · MKT CAP: ¥16.3B · P/E: 10.2x · P/B: 2.16x · DIV YIELD: 1.9%

PRICE — 5Y

Characteristics & Business Summary

JADE GROUP,Inc operates e-commerce malls. It is also involved in the platform business, which provides logistics and systems necessary for brand management; and brand management. The company was formerly known as LOCONDO, Inc. and changed its name to JADE...

Income Statement Highlights (¥ Million, except EPS/DPS in ¥)

Fiscal Period	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Net Sales	10,275	9,876	10,464	13,356	19,231	19,441
Operating Profit	1,438	884	991	1,685	1,535	2,404
Ordinary Profit	1,449	853	964	1,705	1,551	2,562
Net Profit	1,250	605	1,258	1,002	565	1,571
EPS	¥110	¥53	¥113	¥93	¥57	¥152
DPS	¥10	¥0	¥0	¥0	¥0	¥30

Balance Sheet & Valuation Highlights

Total Assets ¥16B

Net Assets (Equity) ¥9B

Equity Ratio 48.2%

ROE (Return on Equity) 20.9%

Cash & Equivalents ¥3B

Interest-Bearing Debt ¥0B

Capital Expenditure (CapEx) ¥0B

Depreciation & Amort. ¥0B

Major Shareholders

1. 田中裕輔 9.8%
2. BBH CO FOR ARCUS JAPAN VALUE FUND （常任代理人株式会社三菱ＵＦＪ銀行） 4.8%
3. Ueda Yagi Tanshi Co., Ltd. 4.6%
4. 吉岡裕之 4.3%
5. 時津昭彦 4.2%
6. Rakuten Securities, Inc. 2.9%
7. SHINDO 2.0%
8. State Street Bank and Trust Company 1.6%
9. MSIP CLIENT SECURITIES （常任代理人モルガン・スタンレーＭＵＦＧ証券株式会社） 1.2%
10. Daiwa Securities Co., Ltd. 1.1%

Activist Activity

tanaka yusuke 14.37%

2025-06-30 · change

Baillie Gifford & Co 4.98%

2025-03-21 · change

Baillie Gifford & Co 7.38%

2025-01-22 · change

Arcus Investment Limited Director/Executive Director Edward Cartwright 5.02%

2025-01-21 · correction

Arcus Investment Limited Director/Executive Director Edward Cartwright 6.06%

2025-01-21 · correction

Historical Per-Share Data & Valuation Ratios

Per Share Metric	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Revenues per share	¥904	¥860	¥940	¥1,241	¥1,952	¥1,877
FCF/Share	¥169	¥82	¥117	¥67	¥282	¥146
EPS	¥110	¥53	¥113	¥93	¥57	¥152
DPS	¥10	¥0	¥0	¥0	¥0	¥30
Capital Spending per share	¥14	¥19	¥5	¥8	¥16	¥24
Book Value per share	¥384	¥413	¥527	¥579	¥556	¥726
Common Shares Outstanding	11M	11M	11M	11M	10M	10M

Financial Aggregates & Margins

Financial Aggregate	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Revenues (Net Sales)	¥10B	¥10B	¥10B	¥13B	¥19B	¥19B
Operating Margin (%)	14.0%	8.9%	9.5%	12.6%	8.0%	12.4%
Net Profit (owners)	¥1B	¥1B	¥1B	¥1B	¥1B	¥2B
Net Profit Margin (%)	12.2%	6.1%	12.0%	7.5%	2.9%	8.1%
Working Capital	¥3B	¥3B	¥4B	¥4B	¥2B	¥4B
Total Debt (Interest-bearing)	¥0B	¥0B	¥1B	¥2B	¥1B	¥0B
Net Worth (Common Equity)	¥4B	¥5B	¥6B	¥6B	¥5B	¥8B
Return on Total Assets (ROA)	17.8%	8.7%	12.6%	8.5%	4.7%	10.1%
Return on Common Equity (ROE)	28.6%	12.7%	21.4%	16.1%	10.3%	20.9%

Business Summary & Analysis

Capital Strategy Targets

No active capital policy disclosure records found.