Mobile Factory（2MF）株式概要株式会社モバイルファクトリーは、日本でモバイルゲーム事業を行っている。 詳細2MF ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績2/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より55.3%で取引されている 収益は年間15.13%増加すると予測されています リスク分析利益率(14.4%)は昨年より低い(21.6%) 不安定な配当実績 意味のある時価総額がありません ( €37M )すべてのリスクチェックを見る2MF Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€5.5010.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04b2016201920222025202620282031Revenue JP¥4.0bEarnings JP¥578.2mAdvancedSet Fair ValueView all narrativesMobile Factory, Inc. 競合他社Edel SE KGaASymbol: XTRA:EDLMarket cap: €96.6mSplendid MedienSymbol: XTRA:SPMMarket cap: €12.1mInfas HoldingSymbol: DB:IFSMarket cap: €61.2mBastei LübbeSymbol: XTRA:BSTMarket cap: €91.9m価格と性能株価の高値、安値、推移の概要Mobile Factory過去の株価現在の株価JP¥5.5052週高値JP¥6.6552週安値JP¥5.10ベータ0.341ヶ月の変化-12.00%3ヶ月変化-14.06%1年変化0.92%3年間の変化0.92%5年間の変化-40.54%IPOからの変化34.83%最新ニュースBoard Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Outside Director Gisuke Shiozawa was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 21Mobile Factory, Inc. to Report Q1, 2026 Results on Apr 24, 2026Mobile Factory, Inc. announced that they will report Q1, 2026 results on Apr 24, 2026お知らせ • Jan 29+ 1 more updateMobile Factory, Inc., Annual General Meeting, Mar 27, 2026Mobile Factory, Inc., Annual General Meeting, Mar 27, 2026.お知らせ • Dec 13Mobile Factory, Inc. to Report Fiscal Year 2025 Results on Jan 29, 2026Mobile Factory, Inc. announced that they will report fiscal year 2025 results on Jan 29, 2026お知らせ • Sep 18Mobile Factory, Inc. to Report Q3, 2025 Results on Oct 24, 2025Mobile Factory, Inc. announced that they will report Q3, 2025 results on Oct 24, 2025お知らせ • Jun 14Mobile Factory, Inc. to Report Q2, 2025 Results on Jul 25, 2025Mobile Factory, Inc. announced that they will report Q2, 2025 results on Jul 25, 2025最新情報をもっと見るRecent updatesBoard Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Outside Director Gisuke Shiozawa was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 21Mobile Factory, Inc. to Report Q1, 2026 Results on Apr 24, 2026Mobile Factory, Inc. announced that they will report Q1, 2026 results on Apr 24, 2026お知らせ • Jan 29+ 1 more updateMobile Factory, Inc., Annual General Meeting, Mar 27, 2026Mobile Factory, Inc., Annual General Meeting, Mar 27, 2026.お知らせ • Dec 13Mobile Factory, Inc. to Report Fiscal Year 2025 Results on Jan 29, 2026Mobile Factory, Inc. announced that they will report fiscal year 2025 results on Jan 29, 2026お知らせ • Sep 18Mobile Factory, Inc. to Report Q3, 2025 Results on Oct 24, 2025Mobile Factory, Inc. announced that they will report Q3, 2025 results on Oct 24, 2025お知らせ • Jun 14Mobile Factory, Inc. to Report Q2, 2025 Results on Jul 25, 2025Mobile Factory, Inc. announced that they will report Q2, 2025 results on Jul 25, 2025お知らせ • Mar 27Mobile Factory, Inc. to Report Q1, 2025 Results on Apr 25, 2025Mobile Factory, Inc. announced that they will report Q1, 2025 results on Apr 25, 2025お知らせ • Jan 30+ 1 more updateMobile Factory, Inc., Annual General Meeting, Mar 25, 2025Mobile Factory, Inc., Annual General Meeting, Mar 25, 2025.お知らせ • Dec 14Mobile Factory, Inc. to Report Fiscal Year 2024 Results on Jan 30, 2025Mobile Factory, Inc. announced that they will report fiscal year 2024 results on Jan 30, 2025Reported Earnings • Oct 27Third quarter 2024 earnings released: EPS: JP¥19.36 (vs JP¥14.59 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.36 (up from JP¥14.59 in 3Q 2023). Revenue: JP¥735.0m (down 12% from 3Q 2023). Net income: JP¥146.0m (up 27% from 3Q 2023). Profit margin: 20% (up from 14% in 3Q 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Sep 14Mobile Factory, Inc. to Report Q3, 2024 Results on Oct 25, 2024Mobile Factory, Inc. announced that they will report Q3, 2024 results on Oct 25, 2024Reported Earnings • Jul 29Second quarter 2024 earnings released: EPS: JP¥28.50 (vs JP¥28.40 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.50. Revenue: JP¥915.0m (down 2.5% from 2Q 2023). Net income: JP¥215.0m (down 2.3% from 2Q 2023). Profit margin: 24% (in line with 2Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Entertainment industry in Germany.お知らせ • Jun 20Mobile Factory, Inc. to Report Q2, 2024 Results on Jul 26, 2024Mobile Factory, Inc. announced that they will report Q2, 2024 results on Jul 26, 2024Reported Earnings • May 01First quarter 2024 earnings released: EPS: JP¥14.67 (vs JP¥13.81 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.67 (up from JP¥13.81 in 1Q 2023). Revenue: JP¥700.0m (up 4.2% from 1Q 2023). Net income: JP¥113.0m (up 4.6% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 28Full year 2023 earnings released: JP¥0.12 loss per share (vs JP¥69.66 profit in FY 2022)Full year 2023 results: JP¥0.12 loss per share (down from JP¥69.66 profit in FY 2022). Revenue: JP¥3.37b (up 7.2% from FY 2022). Net income: JP¥0 (down JP¥558.0m from profit in FY 2022). Profit margin: 0% (down from 18% in FY 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 14Mobile Factory, Inc. to Report Q1, 2024 Results on Apr 26, 2024Mobile Factory, Inc. announced that they will report Q1, 2024 results on Apr 26, 2024Reported Earnings • Feb 02Full year 2023 earnings released: JP¥0.12 loss per share (vs JP¥69.66 profit in FY 2022)Full year 2023 results: JP¥0.12 loss per share (down from JP¥69.66 profit in FY 2022). Revenue: JP¥3.37b (up 7.2% from FY 2022). Net income: JP¥0 (down JP¥558.0m from profit in FY 2022). Profit margin: 0% (down from 18% in FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 01Mobile Factory, Inc., Annual General Meeting, Mar 22, 2024Mobile Factory, Inc., Annual General Meeting, Mar 22, 2024.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €4.54, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Entertainment industry in Europe. Total loss to shareholders of 45% over the past three years.お知らせ • Jan 30Mobile Factory, Inc. (TSE:3912) announces an Equity Buyback for 360,000 shares, representing 4.57% for ¥250 million.Mobile Factory, Inc. (TSE:3912) announces a share repurchase program. Under the program, the company will repurchase up to 360,000 shares, representing 4.57% of its issued share capital, (excluding treasury stock), for total worth of ¥250 million. The purpose of share repurchases is to return profits to shareholders. The program is valid till June 30, 2024. As of December 31, 2023, the company had 7,881,340 shares in issue (excluding treasury stock) and 1,044,155 shares are in treasury.お知らせ • Dec 21Mobile Factory, Inc. to Report Fiscal Year 2023 Results on Jan 30, 2024Mobile Factory, Inc. announced that they will report fiscal year 2023 results on Jan 30, 2024Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: JP¥14.59 (vs JP¥15.45 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.59 (down from JP¥15.45 in 3Q 2022). Revenue: JP¥834.0m (up 14% from 3Q 2022). Net income: JP¥115.0m (down 5.7% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Sep 27Mobile Factory, Inc. to Report Q3, 2023 Results on Oct 24, 2023Mobile Factory, Inc. announced that they will report Q3, 2023 results on Oct 24, 2023Buying Opportunity • Jul 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €6.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: JP¥28.40 (vs JP¥19.87 in 2Q 2022)Second quarter 2023 results: EPS: JP¥28.40 (up from JP¥19.87 in 2Q 2022). Revenue: JP¥938.0m (up 12% from 2Q 2022). Net income: JP¥220.0m (up 38% from 2Q 2022). Profit margin: 24% (up from 19% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 21Mobile Factory, Inc. to Report Q2, 2023 Results on Jul 25, 2023Mobile Factory, Inc. announced that they will report Q2, 2023 results on Jul 25, 2023Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥69.66 (vs JP¥64.62 in FY 2021)Full year 2022 results: EPS: JP¥69.66 (up from JP¥64.62 in FY 2021). Revenue: JP¥3.14b (up 8.5% from FY 2021). Net income: JP¥558.0m (up 3.7% from FY 2021). Profit margin: 18% (in line with FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.お知らせ • Jan 29Mobile Factory, Inc., Annual General Meeting, Mar 24, 2023Mobile Factory, Inc., Annual General Meeting, Mar 24, 2023.Reported Earnings • Jan 29Full year 2022 earnings released: EPS: JP¥69.66 (vs JP¥64.62 in FY 2021)Full year 2022 results: EPS: JP¥69.66 (up from JP¥64.62 in FY 2021). Revenue: JP¥3.14b (up 8.5% from FY 2021). Net income: JP¥558.0m (up 3.7% from FY 2021). Profit margin: 18% (in line with FY 2021). Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 28Mobile Factory, Inc. (TSE:3912) announces an Equity Buyback for 200,000 shares, representing 2.53% for ¥200 million.Mobile Factory, Inc. (TSE:3912) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 2.53% of its issued share capital, (excluding treasury stock), for total worth of ¥200 million. The purpose of share repurchases is to return profits to shareholders. The program is valid till June 30, 2023. As of December 31, 2022, the company had 7,901,340 shares in issue (excluding treasury stock) and 1,024,155 shares are in treasury.お知らせ • Dec 23Mobile Factory, Inc. to Report Fiscal Year 2022 Results on Jan 27, 2023Mobile Factory, Inc. announced that they will report fiscal year 2022 results on Jan 27, 2023Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: JP¥15.45 (vs JP¥12.60 in 3Q 2021)Third quarter 2022 results: EPS: JP¥15.45 (up from JP¥12.60 in 3Q 2021). Revenue: JP¥734.0m (up 12% from 3Q 2021). Net income: JP¥122.0m (up 16% from 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Part-Time Yamaguchi Shu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: JP¥15.45 (vs JP¥12.60 in 3Q 2021)Third quarter 2022 results: EPS: JP¥15.45 (up from JP¥12.60 in 3Q 2021). Revenue: JP¥734.0m (up 12% from 3Q 2021). Net income: JP¥122.0m (up 16% from 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 14Mobile Factory, Inc. to Report Q3, 2022 Results on Oct 21, 2022Mobile Factory, Inc. announced that they will report Q3, 2022 results on Oct 21, 2022Reported Earnings • Jul 25Second quarter 2022 earnings released: EPS: JP¥19.87 (vs JP¥18.22 in 2Q 2021)Second quarter 2022 results: EPS: JP¥19.87 (up from JP¥18.22 in 2Q 2021). Revenue: JP¥841.0m (up 15% from 2Q 2021). Net income: JP¥160.0m (up 6.0% from 2Q 2021). Profit margin: 19% (down from 21% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 131% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 15% per year.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €7.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Entertainment industry in Europe. Total loss to shareholders of 43% over the past three years.お知らせ • Jun 16Mobile Factory, Inc. to Report Q2, 2022 Results on Jul 22, 2022Mobile Factory, Inc. announced that they will report Q2, 2022 results on Jul 22, 2022Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Part-Time Yamaguchi Shu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 24First quarter 2022 earnings released: EPS: JP¥10.62 (vs JP¥15.64 in 1Q 2021)First quarter 2022 results: EPS: JP¥10.62 (down from JP¥15.64 in 1Q 2021). Revenue: JP¥651.0m (flat on 1Q 2021). Net income: JP¥87.0m (down 34% from 1Q 2021). Profit margin: 13% (down from 20% in 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 181% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 08Mobile Factory, Inc. to Report Q1, 2022 Results on Apr 22, 2022Mobile Factory, Inc. announced that they will report Q1, 2022 results on Apr 22, 2022Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 23% share price gain to €7.45, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 21x in the Entertainment industry in Germany. Total loss to shareholders of 41% over the past three years.お知らせ • Jan 30+ 1 more updateMobile Factory, Inc., Annual General Meeting, Mar 24, 2022Mobile Factory, Inc., Annual General Meeting, Mar 24, 2022.Reported Earnings • Jan 30Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥64.62 (down from JP¥68.01 in FY 2020). Revenue: JP¥2.90b (up 1.5% from FY 2020). Net income: JP¥538.0m (down 7.6% from FY 2020). Profit margin: 19% (down from 20% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 10%, compared to a 343% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS JP¥12.60 (vs JP¥16.07 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥654.0m (down 5.1% from 3Q 2020). Net income: JP¥105.0m (down 23% from 3Q 2020). Profit margin: 16% (down from 20% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 22Second quarter 2021 earnings released: EPS JP¥18.22 (vs JP¥19.35 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥733.0m (flat on 2Q 2020). Net income: JP¥151.0m (down 8.5% from 2Q 2020). Profit margin: 21% (down from 22% in 2Q 2020). 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 14% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS JP¥15.64 (vs JP¥15.37 in 1Q 2020)The company reported a poor first quarter result with weaker earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: JP¥647.0m (down 2.9% from 1Q 2020). Net income: JP¥131.0m (down 1.5% from 1Q 2020). Profit margin: 20% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 03Full year 2020 earnings released: EPS JP¥68.01 (vs JP¥86.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥2.86b (down 11% from FY 2019). Net income: JP¥582.0m (down 25% from FY 2019). Profit margin: 20% (down from 24% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Mar 17Mobile Factory, Inc. to Report Q1, 2021 Results on Apr 23, 2021Mobile Factory, Inc. announced that they will report Q1, 2021 results on Apr 23, 2021Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 30% share price gain to JP¥10.60, the stock trades at a trailing P/E ratio of 20.9x, up from the previous P/E ratio of 16.1x. Average P/E is 36x in the Entertainment industry in Europe. Total returns to shareholders over the past three years are 4.2%.お知らせ • Jan 29Mobile Factory, Inc., Annual General Meeting, Mar 26, 2021Mobile Factory, Inc., Annual General Meeting, Mar 26, 2021.Reported Earnings • Jan 28Full year 2020 earnings released: EPS JP¥68.01 (vs JP¥86.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥2.86b (down 11% from FY 2019). Net income: JP¥582.0m (down 25% from FY 2019). Profit margin: 20% (down from 24% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Jan 28Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 14%, compared to a 3.2% growth forecast for the Entertainment industry in Germany.Is New 90 Day High Low • Jan 21New 90-day high: €8.55The company is up 4.0% from its price of €8.25 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 24% over the same period.Is New 90 Day High Low • Dec 23New 90-day low: €7.10The company is down 28% from its price of €9.85 on 24 September 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 18% over the same period.お知らせ • Dec 13Mobile Factory, Inc. to Report Fiscal Year 2020 Results on Jan 27, 2021Mobile Factory, Inc. announced that they will report fiscal year 2020 results on Jan 27, 2021Is New 90 Day High Low • Dec 07New 90-day low: €7.70The company is down 19% from its price of €9.55 on 08 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 17% over the same period.Analyst Estimate Surprise Post Earnings • Nov 19Revenue misses expectationsRevenue missed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 9.2% compared to a 33% decline forecast for the Entertainment industry in Germany.Reported Earnings • Nov 19Third quarter 2020 earnings released: EPS JP¥16.07The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: JP¥689.0m (down 6.3% from 3Q 2019). Net income: JP¥137.0m (down 19% from 3Q 2019). Profit margin: 20% (down from 23% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 31New 90-day low: €7.85The company is down 11% from its price of €8.85 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 6.0% over the same period.Analyst Estimate Surprise Post Earnings • Oct 24Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 9.5% at JP¥689.0m. Revenue is forecast to grow 17% over the next year, compared to a 33% decline forecast for the Entertainment industry in Germany.Reported Earnings • Oct 24Third quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥696.0m, largely unchanged from the prior year. Total revenue was JP¥2.89b over the last 12 months, down 11% from the prior year.お知らせ • Sep 25Mobile Factory, Inc. to Report Q3, 2020 Results on Oct 23, 2020Mobile Factory, Inc. announced that they will report Q3, 2020 results on Oct 23, 2020株主還元2MFDE EntertainmentDE 市場7D-1.8%1.2%2.4%1Y0.9%-46.4%1.2%株主還元を見る業界別リターン: 2MF過去 1 年間で-46.4 % の収益を上げたGerman Entertainment業界を上回りました。リターン対市場: 2MFは、過去 1 年間で1.2 % のリターンをもたらしたGermanマーケットと一致しました。価格変動Is 2MF's price volatile compared to industry and market?2MF volatility2MF Average Weekly Movement3.5%Entertainment Industry Average Movement8.2%Market Average Movement6.1%10% most volatile stocks in DE Market13.4%10% least volatile stocks in DE Market2.7%安定した株価: 2MF 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2MFの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト200175Yuji Miyajimawww.mobilefactory.jp株式会社モバイルファクトリーは、日本でモバイルゲーム事業を展開している。ステーションメモリーズ！」「駅メモ！駅メモ！」「俺たちのレール」「駅ダッシュ」シリーズなどの位置情報ゲームやモバイルコンテンツサービスを提供。同社は2001年に設立され、東京に本社を置く。もっと見るMobile Factory, Inc. 基礎のまとめMobile Factory の収益と売上を時価総額と比較するとどうか。2MF 基礎統計学時価総額€37.23m収益（TTM）€2.71m売上高(TTM)€18.84m13.7xPER（株価収益率2.0xP/Sレシオ2MF は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計2MF 損益計算書（TTM）収益JP¥3.48b売上原価JP¥1.67b売上総利益JP¥1.81bその他の費用JP¥1.31b収益JP¥501.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）77.15グロス・マージン52.11%純利益率14.39%有利子負債／自己資本比率0%2MF の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.8%現在の配当利回り62%配当性向2MF 配当は確実ですか？2MF 配当履歴とベンチマークを見る2MF 、いつまでに購入すれば配当金を受け取れますか？Mobile Factory 配当日配当落ち日Jun 29 2026配当支払日Sep 28 2026配当落ちまでの日数34 days配当支払日までの日数125 days2MF 配当は確実ですか？2MF 配当履歴とベンチマークを見るView Valuation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2026/05/25 22:03終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31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Mobile Factory, Inc. 1 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。1 アナリスト機関Yasuyoshi MimuraIchiyoshi Research Institute Inc.
Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Outside Director Gisuke Shiozawa was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 21Mobile Factory, Inc. to Report Q1, 2026 Results on Apr 24, 2026Mobile Factory, Inc. announced that they will report Q1, 2026 results on Apr 24, 2026
お知らせ • Jan 29+ 1 more updateMobile Factory, Inc., Annual General Meeting, Mar 27, 2026Mobile Factory, Inc., Annual General Meeting, Mar 27, 2026.
お知らせ • Dec 13Mobile Factory, Inc. to Report Fiscal Year 2025 Results on Jan 29, 2026Mobile Factory, Inc. announced that they will report fiscal year 2025 results on Jan 29, 2026
お知らせ • Sep 18Mobile Factory, Inc. to Report Q3, 2025 Results on Oct 24, 2025Mobile Factory, Inc. announced that they will report Q3, 2025 results on Oct 24, 2025
お知らせ • Jun 14Mobile Factory, Inc. to Report Q2, 2025 Results on Jul 25, 2025Mobile Factory, Inc. announced that they will report Q2, 2025 results on Jul 25, 2025
Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Outside Director Gisuke Shiozawa was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 21Mobile Factory, Inc. to Report Q1, 2026 Results on Apr 24, 2026Mobile Factory, Inc. announced that they will report Q1, 2026 results on Apr 24, 2026
お知らせ • Jan 29+ 1 more updateMobile Factory, Inc., Annual General Meeting, Mar 27, 2026Mobile Factory, Inc., Annual General Meeting, Mar 27, 2026.
お知らせ • Dec 13Mobile Factory, Inc. to Report Fiscal Year 2025 Results on Jan 29, 2026Mobile Factory, Inc. announced that they will report fiscal year 2025 results on Jan 29, 2026
お知らせ • Sep 18Mobile Factory, Inc. to Report Q3, 2025 Results on Oct 24, 2025Mobile Factory, Inc. announced that they will report Q3, 2025 results on Oct 24, 2025
お知らせ • Jun 14Mobile Factory, Inc. to Report Q2, 2025 Results on Jul 25, 2025Mobile Factory, Inc. announced that they will report Q2, 2025 results on Jul 25, 2025
お知らせ • Mar 27Mobile Factory, Inc. to Report Q1, 2025 Results on Apr 25, 2025Mobile Factory, Inc. announced that they will report Q1, 2025 results on Apr 25, 2025
お知らせ • Jan 30+ 1 more updateMobile Factory, Inc., Annual General Meeting, Mar 25, 2025Mobile Factory, Inc., Annual General Meeting, Mar 25, 2025.
お知らせ • Dec 14Mobile Factory, Inc. to Report Fiscal Year 2024 Results on Jan 30, 2025Mobile Factory, Inc. announced that they will report fiscal year 2024 results on Jan 30, 2025
Reported Earnings • Oct 27Third quarter 2024 earnings released: EPS: JP¥19.36 (vs JP¥14.59 in 3Q 2023)Third quarter 2024 results: EPS: JP¥19.36 (up from JP¥14.59 in 3Q 2023). Revenue: JP¥735.0m (down 12% from 3Q 2023). Net income: JP¥146.0m (up 27% from 3Q 2023). Profit margin: 20% (up from 14% in 3Q 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 14Mobile Factory, Inc. to Report Q3, 2024 Results on Oct 25, 2024Mobile Factory, Inc. announced that they will report Q3, 2024 results on Oct 25, 2024
Reported Earnings • Jul 29Second quarter 2024 earnings released: EPS: JP¥28.50 (vs JP¥28.40 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.50. Revenue: JP¥915.0m (down 2.5% from 2Q 2023). Net income: JP¥215.0m (down 2.3% from 2Q 2023). Profit margin: 24% (in line with 2Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Entertainment industry in Germany.
お知らせ • Jun 20Mobile Factory, Inc. to Report Q2, 2024 Results on Jul 26, 2024Mobile Factory, Inc. announced that they will report Q2, 2024 results on Jul 26, 2024
Reported Earnings • May 01First quarter 2024 earnings released: EPS: JP¥14.67 (vs JP¥13.81 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.67 (up from JP¥13.81 in 1Q 2023). Revenue: JP¥700.0m (up 4.2% from 1Q 2023). Net income: JP¥113.0m (up 4.6% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 28Full year 2023 earnings released: JP¥0.12 loss per share (vs JP¥69.66 profit in FY 2022)Full year 2023 results: JP¥0.12 loss per share (down from JP¥69.66 profit in FY 2022). Revenue: JP¥3.37b (up 7.2% from FY 2022). Net income: JP¥0 (down JP¥558.0m from profit in FY 2022). Profit margin: 0% (down from 18% in FY 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 14Mobile Factory, Inc. to Report Q1, 2024 Results on Apr 26, 2024Mobile Factory, Inc. announced that they will report Q1, 2024 results on Apr 26, 2024
Reported Earnings • Feb 02Full year 2023 earnings released: JP¥0.12 loss per share (vs JP¥69.66 profit in FY 2022)Full year 2023 results: JP¥0.12 loss per share (down from JP¥69.66 profit in FY 2022). Revenue: JP¥3.37b (up 7.2% from FY 2022). Net income: JP¥0 (down JP¥558.0m from profit in FY 2022). Profit margin: 0% (down from 18% in FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 01Mobile Factory, Inc., Annual General Meeting, Mar 22, 2024Mobile Factory, Inc., Annual General Meeting, Mar 22, 2024.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €4.54, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Entertainment industry in Europe. Total loss to shareholders of 45% over the past three years.
お知らせ • Jan 30Mobile Factory, Inc. (TSE:3912) announces an Equity Buyback for 360,000 shares, representing 4.57% for ¥250 million.Mobile Factory, Inc. (TSE:3912) announces a share repurchase program. Under the program, the company will repurchase up to 360,000 shares, representing 4.57% of its issued share capital, (excluding treasury stock), for total worth of ¥250 million. The purpose of share repurchases is to return profits to shareholders. The program is valid till June 30, 2024. As of December 31, 2023, the company had 7,881,340 shares in issue (excluding treasury stock) and 1,044,155 shares are in treasury.
お知らせ • Dec 21Mobile Factory, Inc. to Report Fiscal Year 2023 Results on Jan 30, 2024Mobile Factory, Inc. announced that they will report fiscal year 2023 results on Jan 30, 2024
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: JP¥14.59 (vs JP¥15.45 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.59 (down from JP¥15.45 in 3Q 2022). Revenue: JP¥834.0m (up 14% from 3Q 2022). Net income: JP¥115.0m (down 5.7% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Sep 27Mobile Factory, Inc. to Report Q3, 2023 Results on Oct 24, 2023Mobile Factory, Inc. announced that they will report Q3, 2023 results on Oct 24, 2023
Buying Opportunity • Jul 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €6.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 28% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.
Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: JP¥28.40 (vs JP¥19.87 in 2Q 2022)Second quarter 2023 results: EPS: JP¥28.40 (up from JP¥19.87 in 2Q 2022). Revenue: JP¥938.0m (up 12% from 2Q 2022). Net income: JP¥220.0m (up 38% from 2Q 2022). Profit margin: 24% (up from 19% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 21Mobile Factory, Inc. to Report Q2, 2023 Results on Jul 25, 2023Mobile Factory, Inc. announced that they will report Q2, 2023 results on Jul 25, 2023
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: JP¥69.66 (vs JP¥64.62 in FY 2021)Full year 2022 results: EPS: JP¥69.66 (up from JP¥64.62 in FY 2021). Revenue: JP¥3.14b (up 8.5% from FY 2021). Net income: JP¥558.0m (up 3.7% from FY 2021). Profit margin: 18% (in line with FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.
お知らせ • Jan 29Mobile Factory, Inc., Annual General Meeting, Mar 24, 2023Mobile Factory, Inc., Annual General Meeting, Mar 24, 2023.
Reported Earnings • Jan 29Full year 2022 earnings released: EPS: JP¥69.66 (vs JP¥64.62 in FY 2021)Full year 2022 results: EPS: JP¥69.66 (up from JP¥64.62 in FY 2021). Revenue: JP¥3.14b (up 8.5% from FY 2021). Net income: JP¥558.0m (up 3.7% from FY 2021). Profit margin: 18% (in line with FY 2021). Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 28Mobile Factory, Inc. (TSE:3912) announces an Equity Buyback for 200,000 shares, representing 2.53% for ¥200 million.Mobile Factory, Inc. (TSE:3912) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 2.53% of its issued share capital, (excluding treasury stock), for total worth of ¥200 million. The purpose of share repurchases is to return profits to shareholders. The program is valid till June 30, 2023. As of December 31, 2022, the company had 7,901,340 shares in issue (excluding treasury stock) and 1,024,155 shares are in treasury.
お知らせ • Dec 23Mobile Factory, Inc. to Report Fiscal Year 2022 Results on Jan 27, 2023Mobile Factory, Inc. announced that they will report fiscal year 2022 results on Jan 27, 2023
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: JP¥15.45 (vs JP¥12.60 in 3Q 2021)Third quarter 2022 results: EPS: JP¥15.45 (up from JP¥12.60 in 3Q 2021). Revenue: JP¥734.0m (up 12% from 3Q 2021). Net income: JP¥122.0m (up 16% from 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Part-Time Yamaguchi Shu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: JP¥15.45 (vs JP¥12.60 in 3Q 2021)Third quarter 2022 results: EPS: JP¥15.45 (up from JP¥12.60 in 3Q 2021). Revenue: JP¥734.0m (up 12% from 3Q 2021). Net income: JP¥122.0m (up 16% from 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 14Mobile Factory, Inc. to Report Q3, 2022 Results on Oct 21, 2022Mobile Factory, Inc. announced that they will report Q3, 2022 results on Oct 21, 2022
Reported Earnings • Jul 25Second quarter 2022 earnings released: EPS: JP¥19.87 (vs JP¥18.22 in 2Q 2021)Second quarter 2022 results: EPS: JP¥19.87 (up from JP¥18.22 in 2Q 2021). Revenue: JP¥841.0m (up 15% from 2Q 2021). Net income: JP¥160.0m (up 6.0% from 2Q 2021). Profit margin: 19% (down from 21% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 131% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 15% per year.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €7.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Entertainment industry in Europe. Total loss to shareholders of 43% over the past three years.
お知らせ • Jun 16Mobile Factory, Inc. to Report Q2, 2022 Results on Jul 22, 2022Mobile Factory, Inc. announced that they will report Q2, 2022 results on Jul 22, 2022
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Part-Time Yamaguchi Shu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 24First quarter 2022 earnings released: EPS: JP¥10.62 (vs JP¥15.64 in 1Q 2021)First quarter 2022 results: EPS: JP¥10.62 (down from JP¥15.64 in 1Q 2021). Revenue: JP¥651.0m (flat on 1Q 2021). Net income: JP¥87.0m (down 34% from 1Q 2021). Profit margin: 13% (down from 20% in 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 181% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 08Mobile Factory, Inc. to Report Q1, 2022 Results on Apr 22, 2022Mobile Factory, Inc. announced that they will report Q1, 2022 results on Apr 22, 2022
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 23% share price gain to €7.45, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 21x in the Entertainment industry in Germany. Total loss to shareholders of 41% over the past three years.
お知らせ • Jan 30+ 1 more updateMobile Factory, Inc., Annual General Meeting, Mar 24, 2022Mobile Factory, Inc., Annual General Meeting, Mar 24, 2022.
Reported Earnings • Jan 30Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥64.62 (down from JP¥68.01 in FY 2020). Revenue: JP¥2.90b (up 1.5% from FY 2020). Net income: JP¥538.0m (down 7.6% from FY 2020). Profit margin: 19% (down from 20% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 10%, compared to a 343% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS JP¥12.60 (vs JP¥16.07 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥654.0m (down 5.1% from 3Q 2020). Net income: JP¥105.0m (down 23% from 3Q 2020). Profit margin: 16% (down from 20% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 22Second quarter 2021 earnings released: EPS JP¥18.22 (vs JP¥19.35 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥733.0m (flat on 2Q 2020). Net income: JP¥151.0m (down 8.5% from 2Q 2020). Profit margin: 21% (down from 22% in 2Q 2020). 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 14% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS JP¥15.64 (vs JP¥15.37 in 1Q 2020)The company reported a poor first quarter result with weaker earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: JP¥647.0m (down 2.9% from 1Q 2020). Net income: JP¥131.0m (down 1.5% from 1Q 2020). Profit margin: 20% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 03Full year 2020 earnings released: EPS JP¥68.01 (vs JP¥86.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥2.86b (down 11% from FY 2019). Net income: JP¥582.0m (down 25% from FY 2019). Profit margin: 20% (down from 24% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Mar 17Mobile Factory, Inc. to Report Q1, 2021 Results on Apr 23, 2021Mobile Factory, Inc. announced that they will report Q1, 2021 results on Apr 23, 2021
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 30% share price gain to JP¥10.60, the stock trades at a trailing P/E ratio of 20.9x, up from the previous P/E ratio of 16.1x. Average P/E is 36x in the Entertainment industry in Europe. Total returns to shareholders over the past three years are 4.2%.
お知らせ • Jan 29Mobile Factory, Inc., Annual General Meeting, Mar 26, 2021Mobile Factory, Inc., Annual General Meeting, Mar 26, 2021.
Reported Earnings • Jan 28Full year 2020 earnings released: EPS JP¥68.01 (vs JP¥86.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥2.86b (down 11% from FY 2019). Net income: JP¥582.0m (down 25% from FY 2019). Profit margin: 20% (down from 24% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Jan 28Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 14%, compared to a 3.2% growth forecast for the Entertainment industry in Germany.
Is New 90 Day High Low • Jan 21New 90-day high: €8.55The company is up 4.0% from its price of €8.25 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 24% over the same period.
Is New 90 Day High Low • Dec 23New 90-day low: €7.10The company is down 28% from its price of €9.85 on 24 September 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 18% over the same period.
お知らせ • Dec 13Mobile Factory, Inc. to Report Fiscal Year 2020 Results on Jan 27, 2021Mobile Factory, Inc. announced that they will report fiscal year 2020 results on Jan 27, 2021
Is New 90 Day High Low • Dec 07New 90-day low: €7.70The company is down 19% from its price of €9.55 on 08 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 17% over the same period.
Analyst Estimate Surprise Post Earnings • Nov 19Revenue misses expectationsRevenue missed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 9.2% compared to a 33% decline forecast for the Entertainment industry in Germany.
Reported Earnings • Nov 19Third quarter 2020 earnings released: EPS JP¥16.07The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: JP¥689.0m (down 6.3% from 3Q 2019). Net income: JP¥137.0m (down 19% from 3Q 2019). Profit margin: 20% (down from 23% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 31New 90-day low: €7.85The company is down 11% from its price of €8.85 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 6.0% over the same period.
Analyst Estimate Surprise Post Earnings • Oct 24Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 9.5% at JP¥689.0m. Revenue is forecast to grow 17% over the next year, compared to a 33% decline forecast for the Entertainment industry in Germany.
Reported Earnings • Oct 24Third quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥696.0m, largely unchanged from the prior year. Total revenue was JP¥2.89b over the last 12 months, down 11% from the prior year.
お知らせ • Sep 25Mobile Factory, Inc. to Report Q3, 2020 Results on Oct 23, 2020Mobile Factory, Inc. announced that they will report Q3, 2020 results on Oct 23, 2020
