Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥1,319, the stock trades at a trailing P/E ratio of 52.4x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Negligible returns to shareholders over past three years. Reported Earnings • May 19
Third quarter 2026 earnings released: EPS: JP¥26.71 (vs JP¥23.14 in 3Q 2025) Third quarter 2026 results: EPS: JP¥26.71 (up from JP¥23.14 in 3Q 2025). Revenue: JP¥6.48b (up 3.0% from 3Q 2025). Net income: JP¥143.0m (up 16% from 3Q 2025). Profit margin: 2.2% (up from 2.0% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Reported Earnings • Feb 16
Second quarter 2026 earnings released: JP¥20.10 loss per share (vs JP¥37.73 profit in 2Q 2025) Second quarter 2026 results: JP¥20.10 loss per share (down from JP¥37.73 profit in 2Q 2025). Revenue: JP¥6.63b (up 11% from 2Q 2025). Net loss: JP¥107.6m (down 154% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 16
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥1,107, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 7.7% over the past three years. Buy Or Sell Opportunity • Feb 16
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 28% to JP¥1,107. The fair value is estimated to be JP¥1,434, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Annuncio • Feb 15
Marketenterprise Co.,Ltd Revises Earnings Guidance for the Fiscal Year Ending June 30, 2026 MarketEnterprise Co.,Ltd revised earnings guidance for the fiscal year ending June 30, 2026. For the year, the company expects Net sales to be JPY 26,900 million compared to previous guidance of JPY 30,000 million. Operating profit to be JPY 180 million compared to previous guidance of JPY 1,100 million. Profit attributable to owners of parent to be JPY 10 million compared to previous guidance of JPY 650 million. Net income per share to be JPY 1.87 compared to previous guidance of JPY 121.46 per share. Buy Or Sell Opportunity • Dec 19
Now 20% overvalued Over the last 90 days, the stock has fallen 11% to JP¥1,660. The fair value is estimated to be JP¥1,380, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Annuncio • Nov 29
MarketEnterprise Co.,Ltd to Report Q2, 2026 Results on Feb 13, 2026 MarketEnterprise Co.,Ltd announced that they will report Q2, 2026 results on Feb 13, 2026 New Risk • Nov 17
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥8.60b market cap, or US$55.6m). Annuncio • Sep 01
MarketEnterprise Co.,Ltd to Report Q1, 2026 Results on Nov 13, 2025 MarketEnterprise Co.,Ltd announced that they will report Q1, 2026 results on Nov 13, 2025 Reported Earnings • Aug 16
Full year 2025 earnings released: EPS: JP¥90.64 (vs JP¥89.30 loss in FY 2024) Full year 2025 results: EPS: JP¥90.64 (up from JP¥89.30 loss in FY 2024). Revenue: JP¥24.8b (up 30% from FY 2024). Net income: JP¥484.7m (up JP¥960.7m from FY 2024). Profit margin: 2.0% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Annuncio • Aug 14
MarketEnterprise Co.,Ltd, Annual General Meeting, Sep 26, 2025 MarketEnterprise Co.,Ltd, Annual General Meeting, Sep 26, 2025. Reported Earnings • May 19
Third quarter 2025 earnings released: EPS: JP¥23.22 (vs JP¥4.50 loss in 3Q 2024) Third quarter 2025 results: EPS: JP¥23.22 (up from JP¥4.50 loss in 3Q 2024). Revenue: JP¥6.29b (up 33% from 3Q 2024). Net income: JP¥124.0m (up JP¥148.0m from 3Q 2024). Profit margin: 2.0% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 27% After last week's 27% share price decline to JP¥1,153, the stock trades at a trailing P/E ratio of 20.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total returns to shareholders of 43% over the past three years. Annuncio • Feb 17
MarketEnterprise Co.,Ltd to Report Fiscal Year 2025 Results on Aug 14, 2025 MarketEnterprise Co.,Ltd announced that they will report fiscal year 2025 results on Aug 14, 2025 Reported Earnings • Feb 16
Second quarter 2025 earnings released: EPS: JP¥37.73 (vs JP¥56.68 loss in 2Q 2024) Second quarter 2025 results: EPS: JP¥37.73 (up from JP¥56.68 loss in 2Q 2024). Revenue: JP¥5.98b (up 35% from 2Q 2024). Net income: JP¥201.3m (up JP¥503.3m from 2Q 2024). Profit margin: 3.4% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 34% per year. New Risk • Dec 20
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 7.6% 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 (7.6% average weekly change). Earnings have declined by 47% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥5.14b market cap, or US$32.8m). Reported Earnings • Oct 03
Full year 2024 earnings released: JP¥89.30 loss per share (vs JP¥54.49 profit in FY 2023) Full year 2024 results: JP¥89.30 loss per share (down from JP¥54.49 profit in FY 2023). Revenue: JP¥19.0b (up 25% from FY 2023). Net loss: JP¥476.0m (down 264% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Sep 05
MarketEnterprise Co.,Ltd to Report Q1, 2025 Results on Nov 13, 2024 MarketEnterprise Co.,Ltd announced that they will report Q1, 2025 results on Nov 13, 2024 Reported Earnings • Aug 19
Full year 2024 earnings released: JP¥89.30 loss per share (vs JP¥54.49 profit in FY 2023) Full year 2024 results: JP¥89.30 loss per share (down from JP¥54.49 profit in FY 2023). Revenue: JP¥19.0b (up 25% from FY 2023). Net loss: JP¥476.0m (down 264% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 7% per year. Annuncio • Aug 14
MarketEnterprise Co.,Ltd, Annual General Meeting, Sep 27, 2024 MarketEnterprise Co.,Ltd, Annual General Meeting, Sep 27, 2024. New Risk • Aug 02
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 46% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥4.53b market cap, or US$30.4m). Annuncio • Jun 05
MarketEnterprise Co.,Ltd to Report Fiscal Year 2024 Results on Aug 14, 2024 MarketEnterprise Co.,Ltd announced that they will report fiscal year 2024 results on Aug 14, 2024 Reported Earnings • May 20
Third quarter 2024 earnings released: JP¥4.50 loss per share (vs JP¥5.26 profit in 3Q 2023) Third quarter 2024 results: JP¥4.50 loss per share (down from JP¥5.26 profit in 3Q 2023). Revenue: JP¥4.73b (up 25% from 3Q 2023). Net loss: JP¥24.0m (down 186% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Annuncio • Feb 24
MarketEnterprise Co.,Ltd to Report Q3, 2024 Results on May 14, 2024 MarketEnterprise Co.,Ltd announced that they will report Q3, 2024 results on May 14, 2024 Reported Earnings • Feb 17
Second quarter 2024 earnings released: JP¥58.86 loss per share (vs JP¥6.20 loss in 2Q 2023) Second quarter 2024 results: JP¥58.86 loss per share (further deteriorated from JP¥6.20 loss in 2Q 2023). Revenue: JP¥4.26b (up 15% from 2Q 2023). Net loss: JP¥313.6m (loss widened JP¥280.6m from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Feb 15
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥827, the stock trades at a trailing P/E ratio of 66.8x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 52% over the past three years. Annuncio • Nov 29
MarketEnterprise Co.,Ltd to Report Q2, 2024 Results on Feb 14, 2024 MarketEnterprise Co.,Ltd announced that they will report Q2, 2024 results on Feb 14, 2024 Reported Earnings • Nov 12
First quarter 2024 earnings released: JP¥61.03 loss per share (vs JP¥18.98 loss in 1Q 2023) First quarter 2024 results: JP¥61.03 loss per share (further deteriorated from JP¥18.98 loss in 1Q 2023). Revenue: JP¥4.11b (up 12% from 1Q 2023). Net loss: JP¥325.0m (loss widened 222% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Oct 05
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,450, the stock trades at a trailing P/E ratio of 26.6x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 42% over the past three years. Annuncio • Aug 31
Marketenterprise Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending June 30, 2024 MarketEnterprise Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending June 30, 2024. For the fiscal year ending June 30, 2024, the company expected net sales of JPY 20,000 million, operating profit of JPY 800 million, profit attributable to owners of parent of JPY 370 million and earnings per share of JPY 69.50. Annuncio • Aug 28
MarketEnterprise Co.,Ltd to Report Q1, 2024 Results on Nov 10, 2023 MarketEnterprise Co.,Ltd announced that they will report Q1, 2024 results on Nov 10, 2023 Valuation Update With 7 Day Price Move • Aug 21
Investor sentiment deteriorates as stock falls 27% After last week's 27% share price decline to JP¥1,119, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 63% over the past three years. Annuncio • Aug 16
MarketEnterprise Co.,Ltd, Annual General Meeting, Sep 28, 2023 MarketEnterprise Co.,Ltd, Annual General Meeting, Sep 28, 2023. New Risk • Aug 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 8.7% 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 (8.7% average weekly change). Earnings have declined by 43% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥6.53b market cap, or US$44.9m). Annuncio • Jun 28
MarketEnterprise Co.,Ltd to Report Fiscal Year 2023 Results on Aug 14, 2023 MarketEnterprise Co.,Ltd announced that they will report fiscal year 2023 results on Aug 14, 2023 Reported Earnings • Feb 17
Second quarter 2023 earnings released: JP¥6.20 loss per share (vs JP¥10.57 loss in 2Q 2022) Second quarter 2023 results: JP¥6.20 loss per share (improved from JP¥10.57 loss in 2Q 2022). Revenue: JP¥3.72b (up 29% from 2Q 2022). Net loss: JP¥33.0m (loss narrowed 41% from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance. Annuncio • Jan 09
MarketEnterprise Co.,Ltd to Report Q2, 2023 Results on Feb 14, 2023 MarketEnterprise Co.,Ltd announced that they will report Q2, 2023 results on Feb 14, 2023 Reported Earnings • Nov 16
First quarter 2023 earnings released: JP¥18.98 loss per share (vs JP¥22.85 loss in 1Q 2022) First quarter 2023 results: JP¥18.98 loss per share (improved from JP¥22.85 loss in 1Q 2022). Revenue: JP¥3.67b (up 41% from 1Q 2022). Net loss: JP¥101.0m (loss narrowed 17% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. Independent External Director Kohei Terada was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Annuncio • Aug 28
MarketEnterprise Co.,Ltd to Report Q1, 2023 Results on Nov 14, 2022 MarketEnterprise Co.,Ltd announced that they will report Q1, 2023 results on Nov 14, 2022 Reported Earnings • Aug 15
Full year 2022 earnings released: JP¥76.26 loss per share (vs JP¥7.60 loss in FY 2021) Full year 2022 results: JP¥76.26 loss per share (down from JP¥7.60 loss in FY 2021). Revenue: JP¥12.0b (up 10% from FY 2021). Net loss: JP¥404.0m (loss widened JP¥364.0m from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance. Annuncio • Aug 14
MarketEnterprise Co.,Ltd, Annual General Meeting, Sep 29, 2022 MarketEnterprise Co.,Ltd, Annual General Meeting, Sep 29, 2022. Annuncio • Jun 08
MarketEnterprise Co.,Ltd to Report Q4, 2022 Results on Aug 12, 2022 MarketEnterprise Co.,Ltd announced that they will report Q4, 2022 results on Aug 12, 2022 Reported Earnings • May 22
Third quarter 2022 earnings released: JP¥6.80 loss per share (vs JP¥18.35 loss in 3Q 2021) Third quarter 2022 results: JP¥6.80 loss per share (up from JP¥18.35 loss in 3Q 2021). Revenue: JP¥3.04b (up 22% from 3Q 2021). Net loss: JP¥36.0m (loss narrowed 63% from 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance. Board Change • Apr 27
Insufficient new 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. 3 highly experienced directors. Independent External Director Kohei Terada was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Annuncio • Apr 07
MarketEnterprise Co.,Ltd to Report Q3, 2022 Results on May 13, 2022 MarketEnterprise Co.,Ltd announced that they will report Q3, 2022 results on May 13, 2022 Reported Earnings • Feb 20
Second quarter 2022 earnings: Revenues and EPS in line with analyst expectations Second quarter 2022 results: JP¥10.57 loss per share (down from JP¥1.72 profit in 2Q 2021). Revenue: JP¥2.89b (up 4.6% from 2Q 2021). Net loss: JP¥56.0m (down JP¥65.0m from profit in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance. Annuncio • Dec 08
MarketEnterprise Co.,Ltd Provides Consolidated Earnings Forecast for the Year Ending June 30, 2022 MarketEnterprise Co.,Ltd provided consolidated earnings forecast for the year ending June 30, 2022. For the year, the company forecasts net sales of JPY 12,000 million, operating loss of JPY 400 million, loss attributable to owners of parent of JPY 440 million and net loss per share of JPY 83.10. Reported Earnings • Nov 15
First quarter 2022 earnings released: JP¥22.85 loss per share (vs JP¥16.07 profit in 1Q 2021) The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2022 results: Revenue: JP¥2.61b (down 9.2% from 1Q 2021). Net loss: JP¥121.0m (down 244% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Reported Earnings • Oct 05
Full year 2021 earnings released: JP¥7.60 loss per share (vs JP¥55.77 profit in FY 2020) The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: JP¥10.9b (flat on FY 2020). Net loss: JP¥40.0m (down 114% from profit in FY 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • May 17
Investor sentiment deteriorated over the past week After last week's 26% share price decline to JP¥1,129, the stock trades at a trailing P/E ratio of 27.2x. Average trailing P/E is 21x in the Online Retail industry in Japan. Total returns to shareholders of 36% over the past three years. Annuncio • Feb 23
MarketEnterprise Co.,Ltd to Report Q3, 2021 Results on May 14, 2021 MarketEnterprise Co.,Ltd announced that they will report Q3, 2021 results on May 14, 2021 Reported Earnings • Feb 14
Second quarter 2021 earnings released: EPS JP¥1.72 (vs JP¥14.39 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: JP¥2.76b (up 6.9% from 2Q 2020). Net income: JP¥9.00m (down 88% from 2Q 2020). Profit margin: 0.3% (down from 2.9% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Feb 10
New 90-day high: JP¥2,217 The company is up 2.0% from its price of JP¥2,182 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 12% over the same period. Valuation Update With 7 Day Price Move • Feb 08
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥2,069, the stock is trading at a trailing P/E ratio of 38.2x, up from the previous P/E ratio of 33.2x. This compares to an average P/E of 25x in the Online Retail industry in Japan. Total returns to shareholders over the past three years are 174%. Is New 90 Day High Low • Dec 22
New 90-day low: JP¥1,744 The company is down 36% from its price of JP¥2,726 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is down 5.0% over the same period. Annuncio • Aug 15
MarketEnterprise Co.,Ltd (TSE:3135) completed the acquisition of SINCHANGE business from Enechange Co., Ltd. MarketEnterprise Co.,Ltd (TSE:3135) agreed to acquire SINCHANGE business from Enechange Co., Ltd. on July 19, 2019. As of December 31, 2018, SINCHANGE business reported total revenue of ¥140 million. Board of Directors of MarketEnterprise Co.,Ltd. approved the transaction on July 18, 2019. The transaction is expected to close on August 1, 2019.
MarketEnterprise Co.,Ltd (TSE:3135) completed the acquisition of SINCHANGE business from Enechange Co., Ltd. on August 1, 2019. 