Reported Earnings • May 19
Full year 2026 earnings released: EPS: JP¥140 (vs JP¥140 loss in FY 2025) Full year 2026 results: EPS: JP¥140 (up from JP¥140 loss in FY 2025). Revenue: JP¥15.1b (up 11% from FY 2025). Net income: JP¥766.0m (up JP¥1.53b from FY 2025). Profit margin: 5.1% (up from net loss in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance. Ankündigung • May 14
Cerespo Co., Ltd., Annual General Meeting, Jun 23, 2026 Cerespo Co., Ltd., Annual General Meeting, Jun 23, 2026. Ankündigung • May 10
Cerespo Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026 Cerespo Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026 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: 18 June 2026. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.0%). Reported Earnings • Feb 14
Third quarter 2026 earnings released: EPS: JP¥192 (vs JP¥106 in 3Q 2025) Third quarter 2026 results: EPS: JP¥192 (up from JP¥106 in 3Q 2025). Revenue: JP¥6.57b (up 6.2% from 3Q 2025). Net income: JP¥1.05b (up 82% from 3Q 2025). Profit margin: 16% (up from 9.4% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 131 percentage points per year, which is a significant difference in performance. Reported Earnings • Nov 17
Second quarter 2026 earnings released: EPS: JP¥20.81 (vs JP¥6.59 in 2Q 2025) Second quarter 2026 results: EPS: JP¥20.81 (up from JP¥6.59 in 2Q 2025). Revenue: JP¥3.45b (up 17% from 2Q 2025). Net income: JP¥114.0m (up 217% from 2Q 2025). Profit margin: 3.3% (up from 1.2% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance. New Risk • Aug 10
New major risk - Revenue and earnings growth Earnings have declined by 6.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.1% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥6.10b market cap, or US$41.3m). Reported Earnings • Aug 10
First quarter 2026 earnings released: JP¥9.88 loss per share (vs JP¥24.57 loss in 1Q 2025) First quarter 2026 results: JP¥9.88 loss per share (improved from JP¥24.57 loss in 1Q 2025). Revenue: JP¥2.57b (up 15% from 1Q 2025). Net loss: JP¥54.0m (loss narrowed 60% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance. Reported Earnings • Jun 21
Full year 2025 earnings released: JP¥140 loss per share (vs JP¥48.19 loss in FY 2024) Full year 2025 results: JP¥140 loss per share (further deteriorated from JP¥48.19 loss in FY 2024). Revenue: JP¥13.7b (up 53% from FY 2024). Net loss: JP¥764.0m (loss widened 184% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance. Reported Earnings • May 18
Full year 2025 earnings released: JP¥140 loss per share (vs JP¥48.19 loss in FY 2024) Full year 2025 results: JP¥140 loss per share (further deteriorated from JP¥48.19 loss in FY 2024). Revenue: JP¥13.7b (up 53% from FY 2024). Net loss: JP¥764.0m (loss widened 184% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance. Ankündigung • May 15
Cerespo Co., Ltd., Annual General Meeting, Jun 17, 2025 Cerespo Co., Ltd., Annual General Meeting, Jun 17, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 19 June 2025. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.3%). Ankündigung • Mar 15
Cerespo Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025 Cerespo Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025 Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥1,122, the stock trades at a trailing P/E ratio of 22.1x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 41% over the past three years. Reported Earnings • Feb 14
Third quarter 2025 earnings released: EPS: JP¥106 (vs JP¥60.81 in 3Q 2024) Third quarter 2025 results: EPS: JP¥106 (up from JP¥60.81 in 3Q 2024). Revenue: JP¥6.19b (up 61% from 3Q 2024). Net income: JP¥580.0m (up 70% from 3Q 2024). Profit margin: 9.4% (up from 8.9% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 14
First quarter 2025 earnings released: JP¥24.57 loss per share (vs JP¥32.22 loss in 1Q 2024) First quarter 2025 results: JP¥24.57 loss per share (improved from JP¥32.22 loss in 1Q 2024). Revenue: JP¥2.23b (up 25% from 1Q 2024). Net loss: JP¥134.0m (loss narrowed 26% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Reported Earnings • Jun 23
Full year 2024 earnings released: JP¥48.19 loss per share (vs JP¥371 profit in FY 2023) Full year 2024 results: JP¥48.19 loss per share (down from JP¥371 profit in FY 2023). Revenue: JP¥8.96b (down 55% from FY 2023). Net loss: JP¥269.0m (down 113% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year. Reported Earnings • May 13
Full year 2024 earnings released: JP¥48.19 loss per share (vs JP¥371 profit in FY 2023) Full year 2024 results: JP¥48.19 loss per share (down from JP¥371 profit in FY 2023). Revenue: JP¥8.96b (down 55% from FY 2023). Net loss: JP¥269.0m (down 113% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 12
Cerespo Co., Ltd., Annual General Meeting, Jun 18, 2024 Cerespo Co., Ltd., Annual General Meeting, Jun 18, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥23.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. The company last paid an ordinary dividend in November 2021. The average dividend yield among industry peers is 2.2%. Ankündigung • Mar 02
Cerespo Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024 Cerespo Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024 Ankündigung • Feb 13
Cerespo Co., Ltd. (TSE:9625) announces an Equity Buyback for 170,000 shares, representing 3.03% for ¥170 million. Cerespo Co., Ltd. (TSE:9625) announces a share repurchase program. Under the program, the company will repurchase up to 170,000 shares, representing 3.03% of its issued share capital, for ¥ 170 million. The repurchase price will be ¥ 900 per share. The purpose of the program is to enable the company to flexibly implement capital policies in response to future changes in the business environment. As of December 31, 2023, the company had 5,607,973 shares (excluding treasury stock) and 95,527 shares in treasury. Reported Earnings • Feb 11
Third quarter 2024 earnings released: EPS: JP¥60.81 (vs JP¥188 in 3Q 2023) Third quarter 2024 results: EPS: JP¥60.81 (down from JP¥188 in 3Q 2023). Revenue: JP¥3.84b (down 41% from 3Q 2023). Net income: JP¥341.0m (down 68% from 3Q 2023). Profit margin: 8.9% (down from 16% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 12
Second quarter 2024 earnings released: JP¥40.14 loss per share (vs JP¥65.56 profit in 2Q 2023) Second quarter 2024 results: JP¥40.14 loss per share (down from JP¥65.56 profit in 2Q 2023). Revenue: JP¥1.75b (down 65% from 2Q 2023). Net loss: JP¥225.0m (down 162% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 13
First quarter 2024 earnings released: JP¥32.22 loss per share (vs JP¥46.72 profit in 1Q 2023) First quarter 2024 results: JP¥32.22 loss per share (down from JP¥46.72 profit in 1Q 2023). Revenue: JP¥1.78b (down 44% from 1Q 2023). Net loss: JP¥180.0m (down 169% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 24
Full year 2023 earnings released: EPS: JP¥371 (vs JP¥834 in FY 2022) Full year 2023 results: EPS: JP¥371 (down from JP¥834 in FY 2022). Revenue: JP¥19.9b (down 26% from FY 2022). Net income: JP¥2.07b (down 55% from FY 2022). Profit margin: 10% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 14
Full year 2023 earnings released: EPS: JP¥371 (vs JP¥834 in FY 2022) Full year 2023 results: EPS: JP¥371 (down from JP¥834 in FY 2022). Revenue: JP¥19.9b (down 26% from FY 2022). Net income: JP¥2.07b (down 55% from FY 2022). Profit margin: 10% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥23.00 per share at 2.5% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%). Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: JP¥188 (vs JP¥226 in 3Q 2022) Third quarter 2023 results: EPS: JP¥188 (down from JP¥226 in 3Q 2022). Revenue: JP¥6.47b (up 6.9% from 3Q 2022). Net income: JP¥1.05b (down 16% from 3Q 2022). Profit margin: 16% (down from 21% 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 71% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥65.56 (vs JP¥137 in 2Q 2022) Second quarter 2023 results: EPS: JP¥65.56 (down from JP¥137 in 2Q 2022). Revenue: JP¥5.05b (down 52% from 2Q 2022). Net income: JP¥366.0m (down 52% from 2Q 2022). Profit margin: 7.3% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Independence External Director Katsue Okuda was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 14
First quarter 2023 earnings released: EPS: JP¥46.72 (vs JP¥13.71 in 1Q 2022) First quarter 2023 results: EPS: JP¥46.72 (up from JP¥13.71 in 1Q 2022). Revenue: JP¥3.16b (up 27% from 1Q 2022). Net income: JP¥260.0m (up 242% from 1Q 2022). Profit margin: 8.2% (up from 3.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 26
Full year 2022 earnings released: EPS: JP¥834 (vs JP¥200 loss in FY 2021) Full year 2022 results: EPS: JP¥834 (up from JP¥200 loss in FY 2021). Revenue: JP¥27.0b (up JP¥22.6b from FY 2021). Net income: JP¥4.64b (up JP¥5.74b from FY 2021). Profit margin: 17% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Ankündigung • May 29
Cerespo Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022 Cerespo Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022 Reported Earnings • May 17
Full year 2022 earnings released: EPS: JP¥834 (vs JP¥200 loss in FY 2021) Full year 2022 results: EPS: JP¥834 (up from JP¥200 loss in FY 2021). Revenue: JP¥27.0b (up JP¥22.6b from FY 2021). Net income: JP¥4.64b (up JP¥5.74b from FY 2021). Profit margin: 17% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Ankündigung • May 15
Cerespo Co., Ltd., Annual General Meeting, Jun 21, 2022 Cerespo Co., Ltd., Annual General Meeting, Jun 21, 2022. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent External Director Masahiro Nozue was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Ankündigung • Apr 08
Cerespo Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022 Cerespo Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022 Valuation Update With 7 Day Price Move • Mar 14
Investor sentiment improved over the past week After last week's 19% share price gain to JP¥1,191, the stock trades at a trailing P/E ratio of 3.4x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 87% over the past three years. Reported Earnings • Feb 12
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥226 (up from JP¥47.08 loss in 3Q 2021). Revenue: JP¥6.05b (up 461% from 3Q 2021). Net income: JP¥1.26b (up JP¥1.52b from 3Q 2021). Profit margin: 21% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Nov 19
Investor sentiment improved over the past week After last week's 34% share price gain to JP¥1,183, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 19x in the Media industry in Japan. Total returns to shareholders of 88% over the past three years. Reported Earnings • Nov 15
Second quarter 2022 earnings released: EPS JP¥137 (vs JP¥36.09 loss in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥10.4b (up JP¥9.31b from 2Q 2021). Net income: JP¥760.0m (up JP¥960.0m from 2Q 2021). Profit margin: 7.3% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Reported Earnings • Jun 27
Full year 2021 earnings released: JP¥200 loss per share (vs JP¥291 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥4.39b (down 74% from FY 2020). Net loss: JP¥1.11b (down 238% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Reported Earnings • May 19
Full year 2021 earnings released: JP¥200 loss per share (vs JP¥291 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥4.39b (down 74% from FY 2020). Net loss: JP¥1.11b (down 238% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance. Ankündigung • Mar 04
Cerespo Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021 Cerespo Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021 Is New 90 Day High Low • Feb 17
New 90-day high: JP¥761 The company is up 15% from its price of JP¥661 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Media industry, which is also up 15% over the same period. Reported Earnings • Feb 14
Third quarter 2021 earnings released: JP¥47.08 loss per share (vs JP¥196 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥1.08b (down 84% from 3Q 2020). Net loss: JP¥261.0m (down 124% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Jan 18
New 90-day low: JP¥583 The company is down 19% from its price of JP¥720 on 20 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 3.0% over the same period. Reported Earnings • Nov 16
Second quarter 2021 earnings released: JP¥36.09 loss per share The company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥1.13b (down 80% from 2Q 2020). Net loss: JP¥200.0m (down 137% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Nov 10
Market bids up stock over the past week After last week's 17% share price gain to JP¥742, the stock is trading at a trailing P/E ratio of 5.3x, up from the previous P/E ratio of 4.5x. This compares to an average P/E of 25x in the Media industry in Japan. Total returns to shareholders over the past three years are 27%. Ankündigung • Sep 03
Cerespo Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020 Cerespo Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020 Ankündigung • Jun 19
Cerespo Co., Ltd. to Report Q1, 2021 Results on Aug 11, 2020 Cerespo Co., Ltd. announced that they will report Q1, 2021 results on Aug 11, 2020