Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥383, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 14x in the IT industry in Japan. Total loss to shareholders of 17% over the past three years. Reported Earnings • Jun 15
Third quarter 2026 earnings released: EPS: JP¥5.99 (vs JP¥6.25 in 3Q 2025) Third quarter 2026 results: EPS: JP¥5.99 (down from JP¥6.25 in 3Q 2025). Revenue: JP¥704.0m (flat on 3Q 2025). Net income: JP¥29.0m (down 3.3% from 3Q 2025). Profit margin: 4.1% (down from 4.3% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Reported Earnings • Mar 14
Second quarter 2026 earnings released: EPS: JP¥12.41 (vs JP¥0.83 in 2Q 2025) Second quarter 2026 results: EPS: JP¥12.41 (up from JP¥0.83 in 2Q 2025). Revenue: JP¥749.0m (up 11% from 2Q 2025). Net income: JP¥60.0m (up JP¥56.0m from 2Q 2025). Profit margin: 8.0% (up from 0.6% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. New Risk • Mar 03
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 5.8% 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: Major Risk Earnings have declined by 36% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥2.39b market cap, or US$15.2m). Reported Earnings • Dec 16
First quarter 2026 earnings released: EPS: JP¥8.50 (vs JP¥3.35 loss in 1Q 2025) First quarter 2026 results: EPS: JP¥8.50 (up from JP¥3.35 loss in 1Q 2025). Revenue: JP¥709.0m (up 14% from 1Q 2025). Net income: JP¥41.0m (up JP¥57.0m from 1Q 2025). Profit margin: 5.8% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. 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 3% per year, which means it is well ahead of earnings. Annonce • Oct 25
Delivery Consulting Inc. to Report Q1, 2026 Results on Dec 12, 2025 Delivery Consulting Inc. announced that they will report Q1, 2026 results on Dec 12, 2025 Reported Earnings • Sep 15
Full year 2025 earnings released: EPS: JP¥7.30 (vs JP¥32.78 in FY 2024) Full year 2025 results: EPS: JP¥7.30 (down from JP¥32.78 in FY 2024). Revenue: JP¥2.74b (up 1.4% from FY 2024). Net income: JP¥35.0m (down 77% from FY 2024). Profit margin: 1.3% (down from 5.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 46% 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. Annonce • Sep 12
Delivery Consulting Inc., Annual General Meeting, Oct 29, 2025 Delivery Consulting Inc., Annual General Meeting, Oct 29, 2025. Annonce • Jul 25
Delivery Consulting Inc. to Report Fiscal Year 2025 Results on Sep 12, 2025 Delivery Consulting Inc. announced that they will report fiscal year 2025 results on Sep 12, 2025 Reported Earnings • Jun 16
Third quarter 2025 earnings released: EPS: JP¥6.25 (vs JP¥6.73 in 3Q 2024) Third quarter 2025 results: EPS: JP¥6.25 (down from JP¥6.73 in 3Q 2024). Revenue: JP¥705.0m (flat on 3Q 2024). Net income: JP¥30.0m (down 6.2% from 3Q 2024). Profit margin: 4.3% (down from 4.5% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. New Risk • May 22
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 9.1% 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: Major Risk Earnings have declined by 20% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.1% average weekly change). Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥1.98b market cap, or US$13.8m). Annonce • Apr 24
Delivery Consulting Inc. to Report Q3, 2025 Results on Jun 13, 2025 Delivery Consulting Inc. announced that they will report Q3, 2025 results on Jun 13, 2025 Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥299, the stock trades at a trailing P/E ratio of 75.5x. Average trailing P/E is 15x in the IT industry in Japan. Total loss to shareholders of 68% over the past three years. Reported Earnings • Mar 15
Second quarter 2025 earnings released: EPS: JP¥0.83 (vs JP¥14.23 in 2Q 2024) Second quarter 2025 results: EPS: JP¥0.83 (down from JP¥14.23 in 2Q 2024). Revenue: JP¥673.0m (down 2.7% from 2Q 2024). Net income: JP¥4.00m (down 94% from 2Q 2024). Profit margin: 0.6% (down from 9.7% in 2Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings. Annonce • Jan 25
Delivery Consulting Inc. to Report Q2, 2025 Results on Mar 14, 2025 Delivery Consulting Inc. announced that they will report Q2, 2025 results on Mar 14, 2025 New Risk • Jan 12
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥1.90b market cap, or US$12.1m). Valuation Update With 7 Day Price Move • Dec 20
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥386, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 64% over the past three years. New Risk • Dec 16
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.4% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥1.85b market cap, or US$12.1m). Reported Earnings • Dec 15
First quarter 2025 earnings released: JP¥3.35 loss per share (vs JP¥12.18 profit in 1Q 2024) First quarter 2025 results: JP¥3.35 loss per share (down from JP¥12.18 profit in 1Q 2024). Revenue: JP¥622.0m (down 7.7% from 1Q 2024). Net loss: JP¥16.0m (down 128% from profit in 1Q 2024). Annonce • Oct 25
Delivery Consulting Inc. to Report Q1, 2025 Results on Dec 13, 2024 Delivery Consulting Inc. announced that they will report Q1, 2025 results on Dec 13, 2024 Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment deteriorates as stock falls 24% After last week's 24% share price decline to JP¥495, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 51% over the past three years. Reported Earnings • Sep 17
Full year 2024 earnings released: EPS: JP¥32.78 (vs JP¥5.99 in FY 2023) Full year 2024 results: EPS: JP¥32.78 (up from JP¥5.99 in FY 2023). Revenue: JP¥2.70b (up 23% from FY 2023). Net income: JP¥155.0m (up 454% from FY 2023). Profit margin: 5.7% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Annonce • Sep 13
Delivery Consulting Inc., Annual General Meeting, Oct 29, 2024 Delivery Consulting Inc., Annual General Meeting, Oct 29, 2024. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥483, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 50% over the past three years. Annonce • Jul 23
Delivery Consulting Inc. to Report Fiscal Year 2024 Results on Sep 13, 2024 Delivery Consulting Inc. announced that they will report fiscal year 2024 results on Sep 13, 2024 New Risk • Jun 22
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risks Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Market cap is less than US$100m (JP¥3.34b market cap, or US$20.9m). Valuation Update With 7 Day Price Move • Jun 18
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥703, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 17x in the IT industry in Japan. Total returns to shareholders of 55% over the past year. Reported Earnings • Jun 16
Third quarter 2024 earnings released: EPS: JP¥6.73 (vs JP¥3.21 in 3Q 2023) Third quarter 2024 results: EPS: JP¥6.73 (up from JP¥3.21 in 3Q 2023). Revenue: JP¥706.0m (up 27% from 3Q 2023). Net income: JP¥32.0m (up 113% from 3Q 2023). Profit margin: 4.5% (up from 2.7% in 3Q 2023). The increase in margin was driven by higher revenue. Annonce • Apr 28
Delivery Consulting Inc. to Report Q3, 2024 Results on Jun 14, 2024 Delivery Consulting Inc. announced that they will report Q3, 2024 results on Jun 14, 2024 Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥772, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 64% over the past year. New Risk • Mar 30
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). High level of non-cash earnings (30% accrual ratio). Minor Risks Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (JP¥4.30b market cap, or US$28.4m). Reported Earnings • Mar 17
Second quarter 2024 earnings released: EPS: JP¥14.23 (vs JP¥3.85 in 2Q 2023) Second quarter 2024 results: EPS: JP¥14.23 (up from JP¥3.85 in 2Q 2023). Revenue: JP¥692.0m (up 29% from 2Q 2023). Net income: JP¥67.0m (up 272% from 2Q 2023). Profit margin: 9.7% (up from 3.4% in 2Q 2023). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Mar 15
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to JP¥907, the stock trades at a trailing P/E ratio of 53.7x. Average trailing P/E is 20x in the IT industry in Japan. Total returns to shareholders of 106% over the past year. Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to JP¥640, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 40% over the past year. New Risk • Jan 31
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (JP¥2.74b market cap, or US$18.5m). Annonce • Jan 21
Delivery Consulting Inc. to Report Q2, 2024 Results on Mar 14, 2024 Delivery Consulting Inc. announced that they will report Q2, 2024 results on Mar 14, 2024 Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to JP¥481, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 6.2% over the past year. Reported Earnings • Dec 15
First quarter 2024 earnings released: EPS: JP¥12.18 (vs JP¥1.07 in 1Q 2023) First quarter 2024 results: EPS: JP¥12.18 (up from JP¥1.07 in 1Q 2023). Revenue: JP¥674.0m (up 33% from 1Q 2023). Net income: JP¥57.0m (up JP¥52.0m from 1Q 2023). Profit margin: 8.5% (up from 1.0% in 1Q 2023). The increase in margin was driven by higher revenue. Reported Earnings • Nov 02
Full year 2023 earnings released: EPS: JP¥5.99 (vs JP¥51.88 in FY 2022) Full year 2023 results: EPS: JP¥5.99 (down from JP¥51.88 in FY 2022). Revenue: JP¥2.19b (up 2.8% from FY 2022). Net income: JP¥28.0m (down 88% from FY 2022). Profit margin: 1.3% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Annonce • Oct 18
Delivery Consulting Inc. to Report Q1, 2024 Results on Dec 14, 2023 Delivery Consulting Inc. announced that they will report Q1, 2024 results on Dec 14, 2023 Reported Earnings • Sep 17
Full year 2023 earnings released: EPS: JP¥5.99 (vs JP¥51.88 in FY 2022) Full year 2023 results: EPS: JP¥5.99 (down from JP¥51.88 in FY 2022). Revenue: JP¥2.19b (up 2.8% from FY 2022). Net income: JP¥28.0m (down 88% from FY 2022). Profit margin: 1.3% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Annonce • Sep 16
Delivery Consulting Inc., Annual General Meeting, Oct 27, 2023 Delivery Consulting Inc., Annual General Meeting, Oct 27, 2023. Valuation Update With 7 Day Price Move • Aug 22
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥520, the stock trades at a trailing P/E ratio of 34.3x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 43% over the past year. Annonce • Jul 26
Delivery Consulting Inc. to Report Fiscal Year 2023 Results on Sep 14, 2023 Delivery Consulting Inc. announced that they will report fiscal year 2023 results on Sep 14, 2023 Reported Earnings • Jun 16
Third quarter 2023 earnings released: EPS: JP¥3.21 (vs JP¥13.96 in 3Q 2022) Third quarter 2023 results: EPS: JP¥3.21 (down from JP¥13.96 in 3Q 2022). Revenue: JP¥558.0m (down 4.9% from 3Q 2022). Net income: JP¥15.0m (down 77% from 3Q 2022). Profit margin: 2.7% (down from 11% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Reported Earnings • Mar 15
Second quarter 2023 earnings released: EPS: JP¥3.85 (vs JP¥13.96 in 2Q 2022) Second quarter 2023 results: EPS: JP¥3.85 (down from JP¥13.96 in 2Q 2022). Revenue: JP¥535.0m (down 8.9% from 2Q 2022). Net income: JP¥18.0m (down 72% from 2Q 2022). Profit margin: 3.4% (down from 11% in 2Q 2022). Annonce • Jan 22
Delivery Consulting Inc. to Report Q2, 2023 Results on Mar 14, 2023 Delivery Consulting Inc. announced that they will report Q2, 2023 results on Mar 14, 2023 Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment deteriorated over the past week After last week's 33% share price decline to JP¥460, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 17x in the IT industry in Japan. Total loss to shareholders of 57% over the past year. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Annonce • Oct 20
Delivery Consulting Inc. to Report Q1, 2023 Results on Dec 14, 2022 Delivery Consulting Inc. announced that they will report Q1, 2023 results on Dec 14, 2022 Valuation Update With 7 Day Price Move • Sep 21
Investor sentiment deteriorated over the past week After last week's 23% share price decline to JP¥700, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 30% over the past year. Annonce • Sep 16
Delivery Consulting Inc., Annual General Meeting, Oct 26, 2022 Delivery Consulting Inc., Annual General Meeting, Oct 26, 2022. Annonce • Jul 16
Delivery Consulting Inc. to Report Fiscal Year 2022 Results on Sep 14, 2022 Delivery Consulting Inc. announced that they will report fiscal year 2022 results on Sep 14, 2022 Valuation Update With 7 Day Price Move • Jun 21
Investor sentiment deteriorated over the past week After last week's 17% share price decline to JP¥759, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 17x in the IT industry in Japan. Annonce • Apr 16
Delivery Consulting Inc. to Report Q3, 2022 Results on Jun 14, 2022 Delivery Consulting Inc. announced that they will report Q3, 2022 results on Jun 14, 2022 Valuation Update With 7 Day Price Move • Mar 16
Investor sentiment improved over the past week After last week's 26% share price gain to JP¥970, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 17x in the IT industry in Japan. Valuation Update With 7 Day Price Move • Nov 16
Investor sentiment improved over the past week After last week's 19% share price gain to JP¥1,384, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 22x in the IT industry in Japan. Reported Earnings • Nov 02
Full year 2021 earnings released: EPS JP¥47.35 (vs JP¥31.20 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.79b (up 19% from FY 2020). Net income: JP¥184.0m (up 61% from FY 2020). Profit margin: 10% (up from 7.6% in FY 2020). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Oct 26
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥1,151, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 21x in the IT industry in Japan. Reported Earnings • Sep 16
Full year 2021 earnings released: EPS JP¥47.35 (vs JP¥31.20 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.79b (up 19% from FY 2020). Net income: JP¥184.0m (up 61% from FY 2020). Profit margin: 10% (up from 7.6% in FY 2020). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Sep 14
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥1,164, the stock trades at a trailing P/E ratio of 37.3x. Average trailing P/E is 23x in the IT industry in Japan. Valuation Update With 7 Day Price Move • Aug 24
Investor sentiment improved over the past week After last week's 21% share price gain to JP¥1,031, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 21x in the IT industry in Japan.