View ValuationSECOM 将来の成長Future 基準チェック /16SECOM利益と収益がそれぞれ年間5.7%と3.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.6% 8.7%なると予測されています。主要情報5.7%収益成長率8.68%EPS成長率Commercial Services 収益成長17.3%収益成長率3.7%将来の株主資本利益率9.60%アナリストカバレッジLow最終更新日22 May 2026今後の成長に関する最新情報お知らせ • Feb 13SECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 253.46.お知らせ • Nov 11+ 1 more updateSECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 252.62.すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 15SECOM CO., LTD., Annual General Meeting, Jun 26, 2026SECOM CO., LTD., Annual General Meeting, Jun 26, 2026.お知らせ • May 14SECOM CO., LTD. (TSE:9735) announces an Equity Buyback for 23,000,000 shares, representing 5.69% for ¥100,000 million.SECOM CO., LTD. (TSE:9735) announces a share repurchase program. Under the program, the company will repurchase up to 23,000,000 shares, representing 5.69% of its issued share capital, for ¥100,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will continue through February 25, 2027 . As of March 31, 2026, the company had 404,461,149 issued shares (excluding treasury stock) and 62,138,647 treasury shares.お知らせ • Mar 27SECOM CO., LTD. to Report Fiscal Year 2026 Results on May 12, 2026SECOM CO., LTD. announced that they will report fiscal year 2026 results on May 12, 2026お知らせ • Feb 13SECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 253.46.お知らせ • Dec 06SECOM CO., LTD. to Report Q3, 2026 Results on Feb 13, 2026SECOM CO., LTD. announced that they will report Q3, 2026 results on Feb 13, 2026お知らせ • Nov 11+ 1 more updateSECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 252.62.お知らせ • Sep 04SECOM CO., LTD. to Report Q2, 2026 Results on Nov 11, 2025SECOM CO., LTD. announced that they will report Q2, 2026 results on Nov 11, 2025お知らせ • Jul 26SECOM CO., LTD. (TSE:9735) signed an agreement to acquire Avtel Holdings Pte. Ltd.SECOM CO., LTD. (TSE:9735) signed an agreement to acquire Avtel Holdings Pte. Ltd. on July 24, 2025. Upon completion, AVTEL will further expand its business by leveraging the business base of the Secom Group. Avtel Holdings Pte. Ltd will operate as a wholly owned subsidiary of SECOM CO., LTD. The transaction is expected to close in September 2025.お知らせ • Jun 26SECOM CO., LTD. Appoints Atsushi Dono as Executive Officer, Effective July 7, 2025SECOM CO., LTD. announced the appointment of Atsushi Dono as Executive Officer at the meeting of the Board of Directors held today. The date to assume the office of Executive Officer is July 7, 2025.お知らせ • Jun 10SECOM CO., LTD. to Report Q1, 2026 Results on Aug 08, 2025SECOM CO., LTD. announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 12+ 3 more updatesSECOM CO., LTD., Annual General Meeting, Jun 26, 2025SECOM CO., LTD., Annual General Meeting, Jun 26, 2025.お知らせ • Mar 06SECOM CO., LTD. to Report Fiscal Year 2025 Results on May 12, 2025SECOM CO., LTD. announced that they will report fiscal year 2025 results on May 12, 2025お知らせ • Dec 07SECOM CO., LTD. to Report Q3, 2025 Results on Feb 12, 2025SECOM CO., LTD. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Nov 10Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥289.2b (up 3.4% from 2Q 2024). Net income: JP¥25.8b (up 15% from 2Q 2024). Profit margin: 8.9% (up from 8.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany.New Risk • Sep 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 113% Dividend yield: 3.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Upcoming Dividend • Sep 20Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).お知らせ • Sep 18SECOM CO., LTD. to Report Q2, 2025 Results on Nov 08, 2024SECOM CO., LTD. announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥118 (vs JP¥126 in 1Q 2024)First quarter 2025 results: EPS: JP¥118 (down from JP¥126 in 1Q 2024). Revenue: JP¥271.0b (up 2.3% from 1Q 2024). Net income: JP¥24.7b (down 7.9% from 1Q 2024). Profit margin: 9.1% (down from 10% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Commercial Services industry in Germany. 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 3% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Aug 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to €57.50. The fair value is estimated to be €72.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 8.9%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 1.0% per annum over the same time period.お知らせ • Jun 13SECOM CO., LTD. to Report Q1, 2025 Results on Aug 09, 2024SECOM CO., LTD. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥482 (vs JP¥445 in FY 2023)Full year 2024 results: EPS: JP¥482 (up from JP¥445 in FY 2023). Revenue: JP¥1.15t (up 4.9% from FY 2023). Net income: JP¥102.0b (up 6.1% from FY 2023). Profit margin: 8.8% (up from 8.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Commercial Services industry in Germany. 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 1% per year, which means it is significantly lagging earnings.お知らせ • May 12SECOM CO., LTD., Annual General Meeting, Jun 25, 2024SECOM CO., LTD., Annual General Meeting, Jun 25, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.6%).お知らせ • Mar 09SECOM CO., LTD. to Report Fiscal Year 2024 Results on May 10, 2024SECOM CO., LTD. announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥129 (vs JP¥130 in 3Q 2023)Third quarter 2024 results: EPS: JP¥129 (down from JP¥130 in 3Q 2023). Revenue: JP¥290.9b (up 4.2% from 3Q 2023). Net income: JP¥27.1b (down 3.1% from 3Q 2023). Profit margin: 9.3% (in line with 3Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Dec 08SECOM CO., LTD. to Report Q3, 2024 Results on Feb 08, 2024SECOM CO., LTD. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥106 (vs JP¥96.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥106 (up from JP¥96.66 in 2Q 2023). Revenue: JP¥279.7b (up 4.0% from 2Q 2023). Net income: JP¥22.4b (up 7.5% from 2Q 2023). Profit margin: 8.0% (up from 7.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥95.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.6%).お知らせ • Sep 10SECOM CO., LTD. to Report Q2, 2024 Results on Nov 09, 2023SECOM CO., LTD. announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥126 (vs JP¥107 in 1Q 2023)First quarter 2024 results: EPS: JP¥126 (up from JP¥107 in 1Q 2023). Revenue: JP¥265.1b (up 7.7% from 1Q 2023). Net income: JP¥26.8b (up 16% from 1Q 2023). Profit margin: 10% (in line with 1Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Aug 04Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) completed the acquisition of 41.082296% stake in ARTERIA Networks Corporation (TSE:4423).Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) made an offer to acquire 49.940187% stake in ARTERIA Networks Corporation (TSE:4423) for ¥49 billion on May 11, 2023. As of July 4, 2023 all the conditions are fulfilled. The transaction is expected to close on August 2, 2023. Nomura Securities Co., Ltd. acted as financial advisor to Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735). Nishimura & Asahi acted as legal advisor to Marubeni Corporation. Nagashima Ohno & Tsunematsu acted as legal advisor to SECOM CO., LTD. (TSE:9735). Wadakura Gate Law Office acted as legal advisor to ARTERIA Networks Corporation. Daiwa Securities Co. Ltd. and Sangyo Sosei Advisory Inc. acted as financial advisor to ARTERIA Networks Corporation.DC Advisory acted as a financial advisor to ARTERIA Networks Corporation. Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) completed the acquisition of 41.082296% stake in ARTERIA Networks Corporation (TSE:4423) on August 2, 2023.お知らせ • Jun 10SECOM CO., LTD. to Report Q1, 2024 Results on Aug 09, 2023SECOM CO., LTD. announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥445 (vs JP¥431 in FY 2022)Full year 2023 results: EPS: JP¥445 (up from JP¥431 in FY 2022). Revenue: JP¥1.10t (up 4.9% from FY 2022). Net income: JP¥96.1b (up 1.9% from FY 2022). Profit margin: 8.7% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • May 13SECOM CO., LTD., Annual General Meeting, Jun 27, 2023SECOM CO., LTD., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥95.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.4%).Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥130 (vs JP¥116 in 3Q 2022)Third quarter 2023 results: EPS: JP¥130 (up from JP¥116 in 3Q 2022). Revenue: JP¥279.2b (up 5.9% from 3Q 2022). Net income: JP¥28.0b (up 10% from 3Q 2022). Profit margin: 10.0% (in line with 3Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. 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 13% per year, which means it is significantly lagging earnings.Buying Opportunity • Jan 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €64.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings is also forecast to grow by 4.2% per annum over the same time period.お知らせ • Dec 07SECOM CO., LTD. to Report Q3, 2023 Results on Feb 09, 2023SECOM CO., LTD. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥96.66 (vs JP¥110 in 2Q 2022)Second quarter 2023 results: EPS: JP¥96.66 (down from JP¥110 in 2Q 2022). Revenue: JP¥269.0b (up 4.1% from 2Q 2022). Net income: JP¥20.9b (down 14% from 2Q 2022). Profit margin: 7.8% (down from 9.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 08 December 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.6%).Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥107 (vs JP¥109 in 1Q 2022)First quarter 2023 results: EPS: JP¥107 (down from JP¥109 in 1Q 2022). Revenue: JP¥246.1b (flat on 1Q 2022). Net income: JP¥23.1b (down 3.5% from 1Q 2022). Profit margin: 9.4% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 4.1%, compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥431 (vs JP¥342 in FY 2021)Full year 2022 results: EPS: JP¥431 (up from JP¥342 in FY 2021). Revenue: JP¥1.05t (up 1.3% from FY 2021). Net income: JP¥94.3b (up 26% from FY 2021). Profit margin: 9.0% (up from 7.2% in FY 2021). Over the next year, revenue is forecast to grow 2.9%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.Buying Opportunity • May 14Now 21% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be €80.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 2.7% per annum over the same time period.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.6%).Buying Opportunity • Feb 25Now 20% undervaluedOver the last 90 days, the stock is up 6.7%. The fair value is estimated to be JP¥80.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0% per annum over the last 3 years.お知らせ • Feb 11SECOM CO., LTD. (TSE:9735) announces an Equity Buyback for 5,000,000 shares, representing 2.28% for ¥30,000 million.SECOM CO., LTD. (TSE:9735) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.28% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency through agile acquisition of treasury stock. The program will continue through June 23, 2022. As of December 31, 2021, the company had 219,401,680 issued shares (excluding treasury stock) and 13,896,369 treasury shares.Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥116 (up from JP¥99.78 in 3Q 2021). Revenue: JP¥263.7b (flat on 3Q 2021). Net income: JP¥25.4b (up 16% from 3Q 2021). Profit margin: 9.6% (up from 8.3% in 3Q 2021). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 2.6%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 5% per year.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥110 (vs JP¥60.53 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥258.4b (up 2.5% from 2Q 2021). Net income: JP¥24.1b (up 83% from 2Q 2021). Profit margin: 9.3% (up from 5.2% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.2%).Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥342 (vs JP¥408 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.04t (down 2.3% from FY 2020). Net income: JP¥74.7b (down 16% from FY 2020). Profit margin: 7.2% (down from 8.4% in FY 2020). The decrease in margin was driven by lower 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 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 24Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.1%).お知らせ • Mar 11SECOM CO., LTD. to Report Fiscal Year 2021 Results on May 13, 2021SECOM CO., LTD. announced that they will report fiscal year 2021 results on May 13, 2021Is New 90 Day High Low • Feb 27New 90-day low: €70.00The company is down 15% from its price of €82.50 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €61.69 per share.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥99.78 (vs JP¥112 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥261.9b (flat on 3Q 2020). Net income: JP¥21.8b (down 11% from 3Q 2020). Profit margin: 8.3% (down from 9.3% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 1.2%, compared to a 7.4% growth forecast for the Commercial Services industry in Germany.お知らせ • Dec 05SECOM CO., LTD. to Report Q3, 2021 Results on Feb 05, 2021SECOM CO., LTD. announced that they will report Q3, 2021 results on Feb 05, 2021Is New 90 Day High Low • Nov 25New 90-day high: €82.00The company is up 3.0% from its price of €79.50 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.68 per share.Reported Earnings • Nov 19Second quarter 2021 earnings released: EPS JP¥60.53The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥252.1b (down 4.8% from 2Q 2020). Net income: JP¥13.2b (down 43% from 2Q 2020). Profit margin: 5.2% (down from 8.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Nov 19Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 1.6%, compared to a 5.0% growth forecast for the Commercial Services industry in Germany.Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 1.8%, compared to a 1.6% growth forecast for the Commercial Services industry in Germany.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥60.53The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥252.1b (down 4.8% from 2Q 2020). Net income: JP¥13.2b (down 43% from 2Q 2020). Profit margin: 5.2% (down from 8.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Oct 27Anabuki Kosan Inc. (TSE:8928) agreed to acquire Secom Homelife CO.,LTD from SECOM CO., LTD. (TSE:9735).Anabuki Kosan Inc. (TSE:8928) agreed to acquire Secom Homelife CO.,LTD from SECOM CO., LTD. (TSE:9735) on October 26, 2020. As per terms, Anabuki Kosan Inc. will acquire all 73.89 million shares from SECOM CO., LTD. Upon completion, Anabuki Kosan plans to change the trade name of Secom Homelife CO.,LTD to Anabuki Home Life Co., Ltd. For the year ended March 31, 2020, Secom Homelife CO.,LTD reported total assets of ¥37.65 billion, net assets of ¥900 million, total sales of ¥21.05 billion, operating income of ¥768 million and net income of ¥798 million. The transaction is expected to close on December 22, 2020.Is New 90 Day High Low • Oct 22New 90-day low: €71.00The company is down 1.0% from its price of €72.00 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.94 per share.Is New 90 Day High Low • Sep 28New 90-day high: €81.00The company is up 7.0% from its price of €76.00 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.88 per share.お知らせ • Sep 03SECOM CO., LTD. to Report Q2, 2021 Results on Nov 09, 2020SECOM CO., LTD. announced that they will report Q2, 2021 results on Nov 09, 2020業績と収益の成長予測DB:XSC - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20291,412,500132,250161,874250,30523/31/20281,344,952119,872140,695237,30953/31/20271,311,800114,260103,392201,59223/31/20261,256,896112,662112,997203,566N/A12/31/20251,245,132107,129N/AN/AN/A9/30/20251,233,293106,79096,230193,389N/A6/30/20251,216,618107,45084,406180,616N/A3/31/20251,199,942108,10972,581167,842N/A12/31/20241,183,729105,050N/AN/AN/A9/30/20241,170,186103,15070,990161,377N/A6/30/20241,160,71299,822N/AN/AN/A3/31/20241,154,740101,95171,339165,760N/A12/31/20231,142,611100,509N/AN/AN/A9/30/20231,130,949101,37475,386157,339N/A6/30/20231,120,25699,805N/AN/AN/A3/31/20231,101,30796,08585,088146,426N/A12/31/20221,077,86192,822N/AN/AN/A9/30/20221,062,30990,19398,597158,901N/A6/30/20221,051,70593,437N/AN/AN/A3/31/20221,049,85994,273101,240164,911N/A12/31/20211,049,13893,916N/AN/AN/A9/30/20211,047,35490,334103,395167,357N/A6/30/20211,041,06279,430N/AN/AN/A3/31/20211,035,89874,681123,822181,932N/A12/31/20201,047,14275,396N/AN/AN/A9/30/20201,047,49878,072124,870191,074N/A6/30/20201,060,18087,821N/AN/AN/A3/31/20201,060,07089,080105,771175,559N/A12/31/20191,052,84890,328N/AN/AN/A9/30/20191,046,61490,802N/A148,450N/A6/30/20191,023,82085,056N/AN/AN/A3/31/20191,013,82392,009N/A148,929N/A12/31/20181,004,74593,386N/AN/AN/A9/30/2018994,77690,226N/A155,053N/A6/30/2018983,42193,768N/AN/AN/A3/31/2018970,62486,993N/A123,625N/A12/31/2017950,80081,240N/AN/AN/A9/30/2017934,84384,655N/A131,984N/A6/30/2017931,18084,710N/AN/AN/A3/31/2017928,09884,170N/A171,121N/A12/31/2016928,46681,257N/AN/AN/A9/30/2016912,22477,851N/A160,137N/A6/30/2016895,95176,566N/AN/AN/A3/31/2016881,02877,039N/A136,734N/A12/31/2015863,78977,523N/AN/AN/A9/30/2015856,23274,256N/A134,622N/A6/30/2015848,72072,993N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: XSCの予測収益成長率 (年間5.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: XSCの収益 ( 5.7% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: XSCの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: XSCの収益 ( 3.7% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: XSCの収益 ( 3.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: XSCの 自己資本利益率 は、3年後には低くなると予測されています ( 9.6 %)。成長企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 22:39終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SECOM CO., LTD. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Masaaki KitamiBofA Global ResearchSoichiro FukudaCitigroup IncSatoru SekineDaiwa Securities Co. Ltd.9 その他のアナリストを表示
お知らせ • Feb 13SECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 253.46.
お知らせ • Nov 11+ 1 more updateSECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 252.62.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 15SECOM CO., LTD., Annual General Meeting, Jun 26, 2026SECOM CO., LTD., Annual General Meeting, Jun 26, 2026.
お知らせ • May 14SECOM CO., LTD. (TSE:9735) announces an Equity Buyback for 23,000,000 shares, representing 5.69% for ¥100,000 million.SECOM CO., LTD. (TSE:9735) announces a share repurchase program. Under the program, the company will repurchase up to 23,000,000 shares, representing 5.69% of its issued share capital, for ¥100,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will continue through February 25, 2027 . As of March 31, 2026, the company had 404,461,149 issued shares (excluding treasury stock) and 62,138,647 treasury shares.
お知らせ • Mar 27SECOM CO., LTD. to Report Fiscal Year 2026 Results on May 12, 2026SECOM CO., LTD. announced that they will report fiscal year 2026 results on May 12, 2026
お知らせ • Feb 13SECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 253.46.
お知らせ • Dec 06SECOM CO., LTD. to Report Q3, 2026 Results on Feb 13, 2026SECOM CO., LTD. announced that they will report Q3, 2026 results on Feb 13, 2026
お知らせ • Nov 11+ 1 more updateSECOM CO., LTD. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SECOM CO., LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 1,251,000 million, operating profit of JPY 150,000 million, profit attributable to owners of parent of JPY 103,400 million and basic earnings per share of JPY 252.62.
お知らせ • Sep 04SECOM CO., LTD. to Report Q2, 2026 Results on Nov 11, 2025SECOM CO., LTD. announced that they will report Q2, 2026 results on Nov 11, 2025
お知らせ • Jul 26SECOM CO., LTD. (TSE:9735) signed an agreement to acquire Avtel Holdings Pte. Ltd.SECOM CO., LTD. (TSE:9735) signed an agreement to acquire Avtel Holdings Pte. Ltd. on July 24, 2025. Upon completion, AVTEL will further expand its business by leveraging the business base of the Secom Group. Avtel Holdings Pte. Ltd will operate as a wholly owned subsidiary of SECOM CO., LTD. The transaction is expected to close in September 2025.
お知らせ • Jun 26SECOM CO., LTD. Appoints Atsushi Dono as Executive Officer, Effective July 7, 2025SECOM CO., LTD. announced the appointment of Atsushi Dono as Executive Officer at the meeting of the Board of Directors held today. The date to assume the office of Executive Officer is July 7, 2025.
お知らせ • Jun 10SECOM CO., LTD. to Report Q1, 2026 Results on Aug 08, 2025SECOM CO., LTD. announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 12+ 3 more updatesSECOM CO., LTD., Annual General Meeting, Jun 26, 2025SECOM CO., LTD., Annual General Meeting, Jun 26, 2025.
お知らせ • Mar 06SECOM CO., LTD. to Report Fiscal Year 2025 Results on May 12, 2025SECOM CO., LTD. announced that they will report fiscal year 2025 results on May 12, 2025
お知らせ • Dec 07SECOM CO., LTD. to Report Q3, 2025 Results on Feb 12, 2025SECOM CO., LTD. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥289.2b (up 3.4% from 2Q 2024). Net income: JP¥25.8b (up 15% from 2Q 2024). Profit margin: 8.9% (up from 8.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany.
New Risk • Sep 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 113% Dividend yield: 3.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).
お知らせ • Sep 18SECOM CO., LTD. to Report Q2, 2025 Results on Nov 08, 2024SECOM CO., LTD. announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥118 (vs JP¥126 in 1Q 2024)First quarter 2025 results: EPS: JP¥118 (down from JP¥126 in 1Q 2024). Revenue: JP¥271.0b (up 2.3% from 1Q 2024). Net income: JP¥24.7b (down 7.9% from 1Q 2024). Profit margin: 9.1% (down from 10% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Commercial Services industry in Germany. 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 3% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Aug 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to €57.50. The fair value is estimated to be €72.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 8.9%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 1.0% per annum over the same time period.
お知らせ • Jun 13SECOM CO., LTD. to Report Q1, 2025 Results on Aug 09, 2024SECOM CO., LTD. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥482 (vs JP¥445 in FY 2023)Full year 2024 results: EPS: JP¥482 (up from JP¥445 in FY 2023). Revenue: JP¥1.15t (up 4.9% from FY 2023). Net income: JP¥102.0b (up 6.1% from FY 2023). Profit margin: 8.8% (up from 8.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Commercial Services industry in Germany. 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 1% per year, which means it is significantly lagging earnings.
お知らせ • May 12SECOM CO., LTD., Annual General Meeting, Jun 25, 2024SECOM CO., LTD., Annual General Meeting, Jun 25, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.6%).
お知らせ • Mar 09SECOM CO., LTD. to Report Fiscal Year 2024 Results on May 10, 2024SECOM CO., LTD. announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥129 (vs JP¥130 in 3Q 2023)Third quarter 2024 results: EPS: JP¥129 (down from JP¥130 in 3Q 2023). Revenue: JP¥290.9b (up 4.2% from 3Q 2023). Net income: JP¥27.1b (down 3.1% from 3Q 2023). Profit margin: 9.3% (in line with 3Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Dec 08SECOM CO., LTD. to Report Q3, 2024 Results on Feb 08, 2024SECOM CO., LTD. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥106 (vs JP¥96.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥106 (up from JP¥96.66 in 2Q 2023). Revenue: JP¥279.7b (up 4.0% from 2Q 2023). Net income: JP¥22.4b (up 7.5% from 2Q 2023). Profit margin: 8.0% (up from 7.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥95.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.6%).
お知らせ • Sep 10SECOM CO., LTD. to Report Q2, 2024 Results on Nov 09, 2023SECOM CO., LTD. announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥126 (vs JP¥107 in 1Q 2023)First quarter 2024 results: EPS: JP¥126 (up from JP¥107 in 1Q 2023). Revenue: JP¥265.1b (up 7.7% from 1Q 2023). Net income: JP¥26.8b (up 16% from 1Q 2023). Profit margin: 10% (in line with 1Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Aug 04Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) completed the acquisition of 41.082296% stake in ARTERIA Networks Corporation (TSE:4423).Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) made an offer to acquire 49.940187% stake in ARTERIA Networks Corporation (TSE:4423) for ¥49 billion on May 11, 2023. As of July 4, 2023 all the conditions are fulfilled. The transaction is expected to close on August 2, 2023. Nomura Securities Co., Ltd. acted as financial advisor to Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735). Nishimura & Asahi acted as legal advisor to Marubeni Corporation. Nagashima Ohno & Tsunematsu acted as legal advisor to SECOM CO., LTD. (TSE:9735). Wadakura Gate Law Office acted as legal advisor to ARTERIA Networks Corporation. Daiwa Securities Co. Ltd. and Sangyo Sosei Advisory Inc. acted as financial advisor to ARTERIA Networks Corporation.DC Advisory acted as a financial advisor to ARTERIA Networks Corporation. Marubeni Corporation (TSE:8002) and SECOM CO., LTD. (TSE:9735) completed the acquisition of 41.082296% stake in ARTERIA Networks Corporation (TSE:4423) on August 2, 2023.
お知らせ • Jun 10SECOM CO., LTD. to Report Q1, 2024 Results on Aug 09, 2023SECOM CO., LTD. announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥445 (vs JP¥431 in FY 2022)Full year 2023 results: EPS: JP¥445 (up from JP¥431 in FY 2022). Revenue: JP¥1.10t (up 4.9% from FY 2022). Net income: JP¥96.1b (up 1.9% from FY 2022). Profit margin: 8.7% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • May 13SECOM CO., LTD., Annual General Meeting, Jun 27, 2023SECOM CO., LTD., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥95.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.4%).
Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥130 (vs JP¥116 in 3Q 2022)Third quarter 2023 results: EPS: JP¥130 (up from JP¥116 in 3Q 2022). Revenue: JP¥279.2b (up 5.9% from 3Q 2022). Net income: JP¥28.0b (up 10% from 3Q 2022). Profit margin: 10.0% (in line with 3Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. 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 13% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jan 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €64.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings is also forecast to grow by 4.2% per annum over the same time period.
お知らせ • Dec 07SECOM CO., LTD. to Report Q3, 2023 Results on Feb 09, 2023SECOM CO., LTD. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥96.66 (vs JP¥110 in 2Q 2022)Second quarter 2023 results: EPS: JP¥96.66 (down from JP¥110 in 2Q 2022). Revenue: JP¥269.0b (up 4.1% from 2Q 2022). Net income: JP¥20.9b (down 14% from 2Q 2022). Profit margin: 7.8% (down from 9.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 08 December 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.6%).
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥107 (vs JP¥109 in 1Q 2022)First quarter 2023 results: EPS: JP¥107 (down from JP¥109 in 1Q 2022). Revenue: JP¥246.1b (flat on 1Q 2022). Net income: JP¥23.1b (down 3.5% from 1Q 2022). Profit margin: 9.4% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 4.1%, compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥431 (vs JP¥342 in FY 2021)Full year 2022 results: EPS: JP¥431 (up from JP¥342 in FY 2021). Revenue: JP¥1.05t (up 1.3% from FY 2021). Net income: JP¥94.3b (up 26% from FY 2021). Profit margin: 9.0% (up from 7.2% in FY 2021). Over the next year, revenue is forecast to grow 2.9%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.
Buying Opportunity • May 14Now 21% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be €80.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 2.7% per annum over the same time period.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.6%).
Buying Opportunity • Feb 25Now 20% undervaluedOver the last 90 days, the stock is up 6.7%. The fair value is estimated to be JP¥80.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0% per annum over the last 3 years.
お知らせ • Feb 11SECOM CO., LTD. (TSE:9735) announces an Equity Buyback for 5,000,000 shares, representing 2.28% for ¥30,000 million.SECOM CO., LTD. (TSE:9735) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.28% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency through agile acquisition of treasury stock. The program will continue through June 23, 2022. As of December 31, 2021, the company had 219,401,680 issued shares (excluding treasury stock) and 13,896,369 treasury shares.
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥116 (up from JP¥99.78 in 3Q 2021). Revenue: JP¥263.7b (flat on 3Q 2021). Net income: JP¥25.4b (up 16% from 3Q 2021). Profit margin: 9.6% (up from 8.3% in 3Q 2021). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 2.6%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 5% per year.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥110 (vs JP¥60.53 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥258.4b (up 2.5% from 2Q 2021). Net income: JP¥24.1b (up 83% from 2Q 2021). Profit margin: 9.3% (up from 5.2% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.2%).
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥342 (vs JP¥408 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.04t (down 2.3% from FY 2020). Net income: JP¥74.7b (down 16% from FY 2020). Profit margin: 7.2% (down from 8.4% in FY 2020). The decrease in margin was driven by lower 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 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.1%).
お知らせ • Mar 11SECOM CO., LTD. to Report Fiscal Year 2021 Results on May 13, 2021SECOM CO., LTD. announced that they will report fiscal year 2021 results on May 13, 2021
Is New 90 Day High Low • Feb 27New 90-day low: €70.00The company is down 15% from its price of €82.50 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €61.69 per share.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥99.78 (vs JP¥112 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥261.9b (flat on 3Q 2020). Net income: JP¥21.8b (down 11% from 3Q 2020). Profit margin: 8.3% (down from 9.3% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 1.2%, compared to a 7.4% growth forecast for the Commercial Services industry in Germany.
お知らせ • Dec 05SECOM CO., LTD. to Report Q3, 2021 Results on Feb 05, 2021SECOM CO., LTD. announced that they will report Q3, 2021 results on Feb 05, 2021
Is New 90 Day High Low • Nov 25New 90-day high: €82.00The company is up 3.0% from its price of €79.50 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.68 per share.
Reported Earnings • Nov 19Second quarter 2021 earnings released: EPS JP¥60.53The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥252.1b (down 4.8% from 2Q 2020). Net income: JP¥13.2b (down 43% from 2Q 2020). Profit margin: 5.2% (down from 8.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Nov 19Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 1.6%, compared to a 5.0% growth forecast for the Commercial Services industry in Germany.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 1.8%, compared to a 1.6% growth forecast for the Commercial Services industry in Germany.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥60.53The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥252.1b (down 4.8% from 2Q 2020). Net income: JP¥13.2b (down 43% from 2Q 2020). Profit margin: 5.2% (down from 8.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Oct 27Anabuki Kosan Inc. (TSE:8928) agreed to acquire Secom Homelife CO.,LTD from SECOM CO., LTD. (TSE:9735).Anabuki Kosan Inc. (TSE:8928) agreed to acquire Secom Homelife CO.,LTD from SECOM CO., LTD. (TSE:9735) on October 26, 2020. As per terms, Anabuki Kosan Inc. will acquire all 73.89 million shares from SECOM CO., LTD. Upon completion, Anabuki Kosan plans to change the trade name of Secom Homelife CO.,LTD to Anabuki Home Life Co., Ltd. For the year ended March 31, 2020, Secom Homelife CO.,LTD reported total assets of ¥37.65 billion, net assets of ¥900 million, total sales of ¥21.05 billion, operating income of ¥768 million and net income of ¥798 million. The transaction is expected to close on December 22, 2020.
Is New 90 Day High Low • Oct 22New 90-day low: €71.00The company is down 1.0% from its price of €72.00 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.94 per share.
Is New 90 Day High Low • Sep 28New 90-day high: €81.00The company is up 7.0% from its price of €76.00 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.88 per share.
お知らせ • Sep 03SECOM CO., LTD. to Report Q2, 2021 Results on Nov 09, 2020SECOM CO., LTD. announced that they will report Q2, 2021 results on Nov 09, 2020