Valuation Update With 7 Day Price Move • 10h
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥4,090, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the IT industry in Japan. Total loss to shareholders of 28% over the past three years. Reported Earnings • May 15
Third quarter 2026 earnings released: EPS: JP¥21.09 (vs JP¥13.41 in 3Q 2025) Third quarter 2026 results: EPS: JP¥21.09 (up from JP¥13.41 in 3Q 2025). Revenue: JP¥1.75b (up 17% from 3Q 2025). Net income: JP¥144.0m (up 71% from 3Q 2025). Profit margin: 8.2% (up from 5.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. New Risk • Feb 16
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 45% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (45% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.5% average weekly change). Reported Earnings • Feb 14
Second quarter 2026 earnings released: EPS: JP¥152 (vs JP¥29.17 in 2Q 2025) Second quarter 2026 results: EPS: JP¥152 (up from JP¥29.17 in 2Q 2025). Revenue: JP¥1.13b (up 26% from 2Q 2025). Net income: JP¥1.01b (up 459% from 2Q 2025). Profit margin: 90% (up from 20% in 2Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Valuation Update With 7 Day Price Move • Jan 09
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥3,390, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the IT industry in Japan. Total loss to shareholders of 40% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,988 per share. Valuation Update With 7 Day Price Move • Dec 25
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥2,996, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 46% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,980 per share. Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥3,290, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 38% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,014 per share. Reported Earnings • Nov 17
First quarter 2026 earnings released: EPS: JP¥12.55 (vs JP¥34.49 in 1Q 2025) First quarter 2026 results: EPS: JP¥12.55 (down from JP¥34.49 in 1Q 2025). Revenue: JP¥982.0m (up 29% from 1Q 2025). Net income: JP¥82.0m (down 62% from 1Q 2025). Profit margin: 8.4% (down from 28% in 1Q 2025). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. New Risk • Nov 14
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Ankündigung • Oct 31
Arent Inc. (TSE:5254) executed a Share Exchange Agreement to acquire 15.66% stake in Kensetsu.WEB, Inc. from shareholders for approximately ¥113million. Arent Inc. (TSE:5254) executed a Share Exchange Agreement to acquire 15.66% stake in Kensetsu.WEB, Inc. from shareholders for approximately ¥113million on October 29, 2025. The consideration consists of common equity of Arent Inc. at a ratio of 206 per common equity of Kensetsu.WEB, Inc. As part of consideration, ¥113.05 million is paid towards common equity of Kensetsu.WEB, Inc. In a related transaction, Arent Inc. will acquire stake in Kensetsu.WEB, Inc. from Mic Holdings K.K, Ichiro Ando, Ken Okada and other minority shareholders. Upon completion of the transactions, Kensetsu.WEB, Inc. will operate as a wholly owned subsidiary of Arent Inc.
The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board of Arent Inc. The expected completion of the transaction is November 27, 2025. Ankündigung • Oct 30
Arent Inc. (TSE:5254) agreed to acquire 56.9% stake in Kensetsu.WEB, Inc. from Mic Holdings K.K., Ichiro Ando and Ken Okada for for ¥3 billon. Arent Inc. (TSE:5254) agreed to acquire 56.9% stake in Kensetsu.WEB, Inc. from Mic Holdings K.K, Ichiro Ando and Ken Okada for ¥3 billon on October 29, 2025. A cash consideration of ¥490 million will be paid by Arent Inc and an earnout of ¥2.5 billion will be paid in cash, subject to Kensetsu.web achieving certain operating profit. In addition,Arent Inc. will pay an advisory fee of ¥143 million. In a separate agreement, Arent Inc. will acquire remaining stake in Kensetsu.WEB, Inc. from group of shareholders. Upon completion of the transactions, Kensetsu.WEB, Inc. will operate as a wholly owned subsidiary of Arent Inc. The transaction has been approved by the board of directors of Arent Inc. The transaction is expected to close on November 21, 2025. Ankündigung • Oct 08
Arent Inc. to Report Q1, 2026 Results on Nov 13, 2025 Arent Inc. announced that they will report Q1, 2026 results on Nov 13, 2025 Reported Earnings • Aug 08
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: JP¥101 (down from JP¥106 in FY 2024). Revenue: JP¥4.03b (up 37% from FY 2024). Net income: JP¥633.0m (down 3.8% from FY 2024). Profit margin: 16% (down from 22% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Ankündigung • Aug 07
Arent Inc., Annual General Meeting, Sep 26, 2025 Arent Inc., Annual General Meeting, Sep 26, 2025. Ankündigung • Jun 27
Arent Inc. to Report Fiscal Year 2025 Results on Aug 07, 2025 Arent Inc. announced that they will report fiscal year 2025 results on Aug 07, 2025 Valuation Update With 7 Day Price Move • May 21
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥4,480, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,419 per share. Reported Earnings • May 19
Third quarter 2025 earnings released: EPS: JP¥13.41 (vs JP¥30.49 in 3Q 2024) Third quarter 2025 results: EPS: JP¥13.41 (down from JP¥30.49 in 3Q 2024). Revenue: JP¥1.49b (up 90% from 3Q 2024). Net income: JP¥84.0m (down 56% from 3Q 2024). Profit margin: 5.6% (down from 24% in 3Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. Ankündigung • Apr 03
Arent Inc. to Report Q3, 2025 Results on May 14, 2025 Arent Inc. announced that they will report Q3, 2025 results on May 14, 2025 Valuation Update With 7 Day Price Move • Mar 03
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥5,560, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 6.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,408 per share. Reported Earnings • Feb 15
Second quarter 2025 earnings released: EPS: JP¥29.17 (vs JP¥20.49 in 2Q 2024) Second quarter 2025 results: EPS: JP¥29.17 (up from JP¥20.49 in 2Q 2024). Revenue: JP¥892.0m (up 25% from 2Q 2024). Net income: JP¥181.0m (up 43% from 2Q 2024). Profit margin: 20% (up from 18% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Valuation Update With 7 Day Price Move • Feb 14
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥6,720, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 33% over the past year. Ankündigung • Jan 17
Arent Inc. to Report Q2, 2025 Results on Feb 13, 2025 Arent Inc. announced that they will report Q2, 2025 results on Feb 13, 2025 Ankündigung • Oct 06
Arent Inc. to Report Q1, 2025 Results on Nov 14, 2024 Arent Inc. announced that they will report Q1, 2025 results on Nov 14, 2024 Reported Earnings • Oct 03
Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2024 results: EPS: JP¥106 (up from JP¥57.23 in FY 2023). Revenue: JP¥2.94b (up 45% from FY 2023). Net income: JP¥658.0m (up 108% from FY 2023). Profit margin: 22% (up from 16% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Valuation Update With 7 Day Price Move • Aug 26
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥5,970, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 3.2% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,621 per share. Reported Earnings • Aug 13
Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2024 results: EPS: JP¥106 (up from JP¥57.23 in FY 2023). Revenue: JP¥2.94b (up 45% from FY 2023). Net income: JP¥658.0m (up 108% from FY 2023). Profit margin: 22% (up from 16% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Ankündigung • Aug 08
Arent Inc., Annual General Meeting, Sep 27, 2024 Arent Inc., Annual General Meeting, Sep 27, 2024. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥4,630, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 6.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,808 per share. Ankündigung • Jul 04
Arent Inc. to Report Fiscal Year 2024 Results on Aug 08, 2024 Arent Inc. announced that they will report fiscal year 2024 results on Aug 08, 2024 Reported Earnings • May 11
Third quarter 2024 earnings released: EPS: JP¥30.49 (vs JP¥21.96 in 3Q 2023) Third quarter 2024 results: EPS: JP¥30.49 (up from JP¥21.96 in 3Q 2023). Revenue: JP¥786.0m (up 31% from 3Q 2023). Net income: JP¥189.0m (up 40% from 3Q 2023). Profit margin: 24% (up from 23% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Valuation Update With 7 Day Price Move • May 10
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥5,580, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,450 per share. Ankündigung • Mar 15
Arent Inc. to Report Q3, 2024 Results on May 09, 2024 Arent Inc. announced that they will report Q3, 2024 results on May 09, 2024 Reported Earnings • Feb 10
Second quarter 2024 earnings released: EPS: JP¥20.49 (vs JP¥21.96 in 2Q 2023) Second quarter 2024 results: EPS: JP¥20.49 (down from JP¥21.96 in 2Q 2023). Revenue: JP¥712.0m (up 19% from 2Q 2023). Net income: JP¥127.0m (down 5.9% from 2Q 2023). Profit margin: 18% (down from 23% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥4,675, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 20x in the IT industry in Japan. Ankündigung • Dec 10
Arent Inc. to Report Q2, 2024 Results on Feb 09, 2024 Arent Inc. announced that they will report Q2, 2024 results on Feb 09, 2024 Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥4,400, the stock trades at a trailing P/E ratio of 72.2x. Average trailing P/E is 18x in the IT industry in Japan. Reported Earnings • Nov 13
First quarter 2024 earnings released First quarter 2024 results: EPS: JP¥15.81. Net income: JP¥98.0m (up JP¥98.0m from 1Q 2023). Ankündigung • Sep 13
Arent Inc. to Report Q1, 2024 Results on Nov 10, 2023 Arent Inc. announced that they will report Q1, 2024 results on Nov 10, 2023 Reported Earnings • Aug 12
Full year 2023 earnings released: EPS: JP¥57.23 (vs JP¥9.41 loss in FY 2022) Full year 2023 results: EPS: JP¥57.23 (up from JP¥9.41 loss in FY 2022). Revenue: JP¥2.02b (up 100% from FY 2022). Net income: JP¥317.0m (up JP¥365.0m from FY 2022). Profit margin: 16% (up from net loss in FY 2022). Ankündigung • Aug 12
Arent Inc., Annual General Meeting, Sep 28, 2023 Arent Inc., Annual General Meeting, Sep 28, 2023. Ankündigung • Jun 03
Arent Inc. to Report Fiscal Year 2023 Results on Aug 10, 2023 Arent Inc. announced that they will report fiscal year 2023 results on Aug 10, 2023 Board Change • Mar 29
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. 4 non-independent directors. was the last director to join the board, commencing their role in . The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.