View ValuationSAMCO 将来の成長Future 基準チェック /46SAMCOは、22%と16%でそれぞれ年率22%で利益と収益が成長すると予測される一方、EPSはgrowで22%年率。主要情報22.0%収益成長率21.97%EPS成長率Semiconductor 収益成長30.4%収益成長率16.0%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日25 Mar 2026今後の成長に関する最新情報お知らせ • Sep 13+ 1 more updateSAMCO Inc. Provides Non-Consolidated Earnings Guidance for the Six Months Ending January 31, 2025 and for the Full Year Ending July 31, 2025SAMCO Inc. provided non-consolidated earnings guidance for the six months ending January 31, 2025 and for the full year ending July 31, 2025. For the six months, the company expects net sales of JPY 4,300 million, operating profit of JPY 960 million and profit of JPY 660 million or JPY 82.16 per share. For the full year, the company expects net sales of JPY 9,500 million, operating profit of JPY 2,220 million and profit of JPY 1,530 million or JPY 190.48 per share.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €59.00, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 37x in the Semiconductor industry in Germany. Total returns to shareholders of 63% over the past three years.Board Change • May 20Less 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. 5 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Outside Director Yoriko Yanagimoto was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Dec 27SAMCO Inc. to Report Q2, 2026 Results on Mar 12, 2026SAMCO Inc. announced that they will report Q2, 2026 results on Mar 12, 2026お知らせ • Sep 27SAMCO Inc. to Report Q1, 2026 Results on Dec 11, 2025SAMCO Inc. announced that they will report Q1, 2026 results on Dec 11, 2025お知らせ • Sep 10SAMCO Inc., Annual General Meeting, Oct 21, 2025SAMCO Inc., Annual General Meeting, Oct 21, 2025.お知らせ • Jul 02SAMCO Inc. to Report Fiscal Year 2025 Results on Sep 10, 2025SAMCO Inc. announced that they will report fiscal year 2025 results on Sep 10, 2025お知らせ • Mar 29SAMCO Inc. to Report Q3, 2025 Results on Jun 11, 2025SAMCO Inc. announced that they will report Q3, 2025 results on Jun 11, 2025お知らせ • Jan 03SAMCO Inc. to Report Q2, 2025 Results on Mar 12, 2025SAMCO Inc. announced that they will report Q2, 2025 results on Mar 12, 2025Buy Or Sell Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €19.50. The fair value is estimated to be €24.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Buy Or Sell Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €20.80. The fair value is estimated to be €26.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Sep 28SAMCO Inc. to Report Q1, 2025 Results on Dec 09, 2024SAMCO Inc. announced that they will report Q1, 2025 results on Dec 09, 2024New Risk • Sep 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (8.4% average weekly change).Reported Earnings • Sep 15Full year 2024 earnings released: EPS: JP¥183 (vs JP¥170 in FY 2023)Full year 2024 results: EPS: JP¥183 (up from JP¥170 in FY 2023). Revenue: JP¥8.20b (up 4.8% from FY 2023). Net income: JP¥1.47b (up 7.8% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Sep 13+ 1 more updateSAMCO Inc. Provides Non-Consolidated Earnings Guidance for the Six Months Ending January 31, 2025 and for the Full Year Ending July 31, 2025SAMCO Inc. provided non-consolidated earnings guidance for the six months ending January 31, 2025 and for the full year ending July 31, 2025. For the six months, the company expects net sales of JPY 4,300 million, operating profit of JPY 960 million and profit of JPY 660 million or JPY 82.16 per share. For the full year, the company expects net sales of JPY 9,500 million, operating profit of JPY 2,220 million and profit of JPY 1,530 million or JPY 190.48 per share.お知らせ • Sep 11SAMCO Inc., Annual General Meeting, Oct 22, 2024SAMCO Inc., Annual General Meeting, Oct 22, 2024.Buy Or Sell Opportunity • Aug 08Now 24% overvaluedOver the last 90 days, the stock has fallen 21% to €21.40. The fair value is estimated to be €17.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €19.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total loss to shareholders of 12% over the past three years.Upcoming Dividend • Jul 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 25 October 2024. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (1.1%).Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €27.80, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.97 per share.Buy Or Sell Opportunity • Jul 11Now 27% overvaluedThe stock has been flat over the last 90 days, currently trading at €27.80. The fair value is estimated to be €21.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.お知らせ • Jul 04SAMCO Inc. to Report Fiscal Year 2024 Results on Sep 11, 2024SAMCO Inc. announced that they will report fiscal year 2024 results on Sep 11, 2024Reported Earnings • Jun 10Third quarter 2024 earnings released: EPS: JP¥28.01 (vs JP¥33.12 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.01 (down from JP¥33.12 in 3Q 2023). Revenue: JP¥1.65b (down 4.3% from 3Q 2023). Net income: JP¥225.0m (down 15% from 3Q 2023). Profit margin: 14% (down from 15% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 31SAMCO Inc. to Report Q3, 2024 Results on Jun 07, 2024SAMCO Inc. announced that they will report Q3, 2024 results on Jun 07, 2024Declared Dividend • Mar 15Dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th July 2024 Payment date: 25th October 2024 Dividend yield will be 146%, which is higher than the industry average of 1.1%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Reported Earnings • Mar 14Second quarter 2024 earnings released: EPS: JP¥68.84 (vs JP¥60.26 in 2Q 2023)Second quarter 2024 results: EPS: JP¥68.84 (up from JP¥60.26 in 2Q 2023). Revenue: JP¥2.73b (up 13% from 2Q 2023). Net income: JP¥553.0m (up 14% from 2Q 2023). Profit margin: 20% (in line with 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 14+ 1 more updateSAMCO Inc. Provides Dividend Guidance for the Year Ending July 31, 2024SAMCO Inc. provided dividend guidance for the year ending July 31, 2024. For the year, the company expects to pay year-end dividend of JPY 45.00 per share compared to JPY 45.00 per share a year ago.お知らせ • Jan 09SAMCO Inc. to Report Q2, 2024 Results on Mar 13, 2024SAMCO Inc. announced that they will report Q2, 2024 results on Mar 13, 2024Reported Earnings • Dec 14First quarter 2024 earnings released: EPS: JP¥24.15 (vs JP¥26.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥24.15 (down from JP¥26.89 in 1Q 2023). Revenue: JP¥1.38b (down 3.3% from 1Q 2023). Net income: JP¥194.0m (down 10% from 1Q 2023). Profit margin: 14% (down from 15% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).お知らせ • Oct 15SAMCO Inc. to Report Q1, 2024 Results on Dec 11, 2023SAMCO Inc. announced that they will report Q1, 2024 results on Dec 11, 2023New Risk • Sep 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • Sep 14Full year 2023 earnings released: EPS: JP¥170 (vs JP¥131 in FY 2022)Full year 2023 results: EPS: JP¥170 (up from JP¥131 in FY 2022). Revenue: JP¥7.83b (up 22% from FY 2022). Net income: JP¥1.37b (up 30% from FY 2022). Profit margin: 17% (in line with FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 13SAMCO Inc., Annual General Meeting, Oct 24, 2023SAMCO Inc., Annual General Meeting, Oct 24, 2023.Upcoming Dividend • Jul 21Inaugural dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 July 2023. Payment date: 26 October 2023. This is the first dividend for SAMCO since going public. The average dividend yield among industry peers is 1.0%.お知らせ • Jul 06SAMCO Inc. to Report Fiscal Year 2023 Results on Sep 11, 2023SAMCO Inc. announced that they will report fiscal year 2023 results on Sep 11, 2023Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €42.00, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 164% over the past three years.Reported Earnings • Jun 12Third quarter 2023 earnings released: EPS: JP¥33.11 (vs JP¥25.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥33.11 (up from JP¥25.27 in 3Q 2022). Revenue: JP¥1.73b (up 27% from 3Q 2022). Net income: JP¥266.0m (up 31% from 3Q 2022). Profit margin: 15% (in line with 3Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 35% per year.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €35.40, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 20x in the Semiconductor industry in Germany. Total returns to shareholders of 197% over the past three years.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €28.00, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 135% over the past three years.Reported Earnings • Mar 12Second quarter 2023 earnings released: EPS: JP¥60.25 (vs JP¥41.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥60.25 (up from JP¥41.46 in 2Q 2022). Revenue: JP¥2.42b (up 33% from 2Q 2022). Net income: JP¥484.0m (up 45% from 2Q 2022). Profit margin: 20% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 07SAMCO Inc. to Report Q2, 2023 Results on Mar 10, 2023SAMCO Inc. announced that they will report Q2, 2023 results on Mar 10, 2023Reported Earnings • Dec 11First quarter 2023 earnings released: EPS: JP¥26.89 (vs JP¥5.98 in 1Q 2022)First quarter 2023 results: EPS: JP¥26.89 (up from JP¥5.98 in 1Q 2022). Revenue: JP¥1.43b (up 32% from 1Q 2022). Net income: JP¥216.0m (up 350% from 1Q 2022). Profit margin: 15% (up from 4.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 37% per year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Director Hiroaki Kobayashi was the last independent director to join the board, commencing their role in 2016. 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 • Sep 10Full year 2022 earnings released: EPS: JP¥131 (vs JP¥94.00 in FY 2021)Full year 2022 results: EPS: JP¥131 (up from JP¥94.00 in FY 2021). Revenue: JP¥6.40b (up 11% from FY 2021). Net income: JP¥1.05b (up 39% from FY 2021). Profit margin: 16% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year and the company’s share price has also increased by 44% per year.お知らせ • Sep 10+ 3 more updatesSAMCO Inc. Declares Dividend for the Full Year Ended July 31, 2022, Payable on October 26, 2022SAMCO Inc. declared dividend of JPY 35.00 per share for the full year ended July 31, 2022. Payable on October 26, 2022.お知らせ • Sep 08SAMCO Inc., Annual General Meeting, Oct 25, 2022SAMCO Inc., Annual General Meeting, Oct 25, 2022.Upcoming Dividend • Jul 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 25 October 2022. The company last paid an ordinary dividend in September 2011. The average dividend yield among industry peers is 1.2%.お知らせ • Jul 02SAMCO Inc. to Report Fiscal Year 2022 Results on Sep 08, 2022SAMCO Inc. announced that they will report fiscal year 2022 results on Sep 08, 2022Reported Earnings • Jun 13Third quarter 2022 earnings released: EPS: JP¥25.27 (vs JP¥16.31 in 3Q 2021)Third quarter 2022 results: EPS: JP¥25.27 (up from JP¥16.31 in 3Q 2021). Revenue: JP¥1.36b (up 9.4% from 3Q 2021). Net income: JP¥203.0m (up 55% from 3Q 2021). Profit margin: 15% (up from 11% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Director Hiroaki Kobayashi was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08SAMCO Inc. to Report Q3, 2022 Results on Jun 10, 2022SAMCO Inc. announced that they will report Q3, 2022 results on Jun 10, 2022Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €18.20, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 30x in the Semiconductor industry in Germany. Total returns to shareholders of 186% over the past three years.Reported Earnings • Mar 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥41.45 (up from JP¥30.13 in 2Q 2021). Revenue: JP¥1.83b (up 17% from 2Q 2021). Net income: JP¥333.0m (up 38% from 2Q 2021). Profit margin: 18% (up from 16% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 33% per year.Reported Earnings • Dec 14First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥5.98 (up from JP¥6.35 loss in 1Q 2021). Revenue: JP¥1.09b (up 51% from 1Q 2021). Net income: JP¥48.0m (up JP¥99.0m from 1Q 2021). Profit margin: 4.4% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 22Inaugural dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 19 October 2021. The company last paid an ordinary dividend in June 2012. The average dividend yield among industry peers is 0.6%.Reported Earnings • Jun 15Third quarter 2021 earnings released: EPS JP¥16.30 (vs JP¥13.57 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.24b (down 5.4% from 3Q 2020). Net income: JP¥131.0m (up 20% from 3Q 2020). Profit margin: 11% (up from 8.3% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Mar 16New 90-day low: €22.60The company is down 9.0% from a price of €24.80 on 16 December 2020. Underperformed the German market, which is up 9.0% over the last 90 days. Lagged the Semiconductor industry, which is up 16% over the same period.Reported Earnings • Mar 12Second quarter 2021 earnings released: EPS JP¥30.12 (vs JP¥31.50 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: JP¥1.56b (down 13% from 2Q 2020). Net income: JP¥242.0m (down 4.3% from 2Q 2020). Profit margin: 16% (up from 14% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 32% per year.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥31.00, the stock is trading at a trailing P/E ratio of 65.7x, up from the previous P/E ratio of 56.8x. This compares to an average P/E of 82x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 209%.Is New 90 Day High Low • Jan 14New 90-day high: €31.00The company is up 34% from its price of €23.20 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 30% over the same period.Is New 90 Day High Low • Dec 28New 90-day high: €28.80The company is up 33% from its price of €21.60 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Semiconductor industry, which is also up 33% over the same period.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥28.80, the stock is trading at a trailing P/E ratio of 60.9x, up from the previous P/E ratio of 52.5x. This compares to an average P/E of 63x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 194%.お知らせ • Dec 27SAMCO Inc. to Report Q2, 2021 Results on Mar 11, 2021SAMCO Inc. announced that they will report Q2, 2021 results on Mar 11, 2021Reported Earnings • Dec 11First quarter 2021 earnings released: JP¥6.35 loss per shareThe company reported a poor first quarter result with weaker earnings, revenues and control over expenses. First quarter 2021 results: Revenue: JP¥720.0m (down 37% from 1Q 2020). Net loss: JP¥51.0m (down 158% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 15% share price gain to JP¥25.40, the stock is trading at a trailing P/E ratio of 40.7x, up from the previous P/E ratio of 35.3x. This compares to an average P/E of 59x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 214%.Is New 90 Day High Low • Nov 18New 90-day high: €24.40The company is up 17% from its price of €20.80 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 16% over the same period.Valuation Update With 7 Day Price Move • Oct 14Market bids up stock over the past weekAfter last week's 18% share price gain to JP¥23.80, the stock is trading at a trailing P/E ratio of 38.5x, up from the previous P/E ratio of 32.6x. This compares to an average P/E of 32x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 226%.お知らせ • Oct 10SAMCO Inc. to Report Q1, 2021 Results on Dec 10, 2020SAMCO Inc. announced that they will report Q1, 2021 results on Dec 10, 2020お知らせ • Aug 03SAMCO Inc. to Report Fiscal Year 2020 Results on Sep 10, 2020SAMCO Inc. announced that they will report fiscal year 2020 results on Sep 10, 2020業績と収益の成長予測DB:SMU - 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7/31/202814,4002,900N/A2,38017/31/202712,7002,500N/A2,07017/31/202610,5001,850N/A1,58611/31/20269,8081,7343,0183,069N/A10/31/202510,3591,983N/AN/AN/A7/31/20259,3421,6978001,206N/A4/30/20258,6861,468N/AN/AN/A1/31/20258,2191,438181810N/A10/31/20248,0991,367N/AN/AN/A7/31/20248,2031,4711,3871,642N/A4/30/20248,0131,372N/AN/AN/A1/31/20248,0871,4131,6071,601N/A10/31/20237,7831,344N/AN/AN/A7/31/20237,8301,366-207-189N/A4/30/20237,7091,434N/AN/AN/A1/31/20237,3381,371-49207N/A10/31/20226,7431,220N/AN/AN/A7/31/20226,4011,0529471,181N/A4/30/20226,4981,017N/AN/AN/A1/31/20226,381945-289446N/A10/31/20216,111854N/AN/AN/A7/31/20215,746755-287493N/A4/30/20215,152506N/AN/AN/A1/31/20215,223484420506N/A10/31/20205,448495N/AN/AN/A7/31/20205,869634825868N/A4/30/20205,353453N/AN/AN/A1/31/20205,0863719941,071N/A10/31/20194,976277N/AN/AN/A7/31/20194,936215N/A857N/A4/30/20195,864473N/AN/AN/A1/31/20196,185544N/A-86N/A10/31/20185,918525N/AN/AN/A7/31/20185,466407N/A-223N/A4/30/20184,182117N/AN/AN/A1/31/20183,458-203N/A126N/A10/31/20173,304-230N/AN/AN/A7/31/20173,124-265N/A295N/A4/30/20173,723-162N/AN/AN/A1/31/20174,14160N/A440N/A10/31/20164,412108N/AN/AN/A7/31/20165,345348N/A1,179N/A4/30/20166,183584N/AN/AN/A1/31/20166,346591N/A657N/A10/31/20156,188636N/AN/AN/A7/31/20155,252417N/A167N/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: SMUの予測収益成長率 (年間22% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: SMUの収益 ( 22% ) はGerman市場 ( 17% ) よりも速いペースで成長すると予測されています。高成長収益: SMUの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: SMUの収益 ( 16% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: SMUの収益 ( 16% ) 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: SMUの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSemiconductors 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2026/05/21 20:25終値2026/05/21 00:00収益2026/01/31年間収益2025/07/31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SAMCO 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。2 アナリスト機関Mitsuhiro OsawaIchiyoshi Research Institute Inc.Tetsuya WadakiNomura Securities Co. Ltd.
お知らせ • Sep 13+ 1 more updateSAMCO Inc. Provides Non-Consolidated Earnings Guidance for the Six Months Ending January 31, 2025 and for the Full Year Ending July 31, 2025SAMCO Inc. provided non-consolidated earnings guidance for the six months ending January 31, 2025 and for the full year ending July 31, 2025. For the six months, the company expects net sales of JPY 4,300 million, operating profit of JPY 960 million and profit of JPY 660 million or JPY 82.16 per share. For the full year, the company expects net sales of JPY 9,500 million, operating profit of JPY 2,220 million and profit of JPY 1,530 million or JPY 190.48 per share.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €59.00, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 37x in the Semiconductor industry in Germany. Total returns to shareholders of 63% over the past three years.
Board Change • May 20Less 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. 5 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Outside Director Yoriko Yanagimoto was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Dec 27SAMCO Inc. to Report Q2, 2026 Results on Mar 12, 2026SAMCO Inc. announced that they will report Q2, 2026 results on Mar 12, 2026
お知らせ • Sep 27SAMCO Inc. to Report Q1, 2026 Results on Dec 11, 2025SAMCO Inc. announced that they will report Q1, 2026 results on Dec 11, 2025
お知らせ • Sep 10SAMCO Inc., Annual General Meeting, Oct 21, 2025SAMCO Inc., Annual General Meeting, Oct 21, 2025.
お知らせ • Jul 02SAMCO Inc. to Report Fiscal Year 2025 Results on Sep 10, 2025SAMCO Inc. announced that they will report fiscal year 2025 results on Sep 10, 2025
お知らせ • Mar 29SAMCO Inc. to Report Q3, 2025 Results on Jun 11, 2025SAMCO Inc. announced that they will report Q3, 2025 results on Jun 11, 2025
お知らせ • Jan 03SAMCO Inc. to Report Q2, 2025 Results on Mar 12, 2025SAMCO Inc. announced that they will report Q2, 2025 results on Mar 12, 2025
Buy Or Sell Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €19.50. The fair value is estimated to be €24.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Buy Or Sell Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €20.80. The fair value is estimated to be €26.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Sep 28SAMCO Inc. to Report Q1, 2025 Results on Dec 09, 2024SAMCO Inc. announced that they will report Q1, 2025 results on Dec 09, 2024
New Risk • Sep 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (8.4% average weekly change).
Reported Earnings • Sep 15Full year 2024 earnings released: EPS: JP¥183 (vs JP¥170 in FY 2023)Full year 2024 results: EPS: JP¥183 (up from JP¥170 in FY 2023). Revenue: JP¥8.20b (up 4.8% from FY 2023). Net income: JP¥1.47b (up 7.8% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Sep 13+ 1 more updateSAMCO Inc. Provides Non-Consolidated Earnings Guidance for the Six Months Ending January 31, 2025 and for the Full Year Ending July 31, 2025SAMCO Inc. provided non-consolidated earnings guidance for the six months ending January 31, 2025 and for the full year ending July 31, 2025. For the six months, the company expects net sales of JPY 4,300 million, operating profit of JPY 960 million and profit of JPY 660 million or JPY 82.16 per share. For the full year, the company expects net sales of JPY 9,500 million, operating profit of JPY 2,220 million and profit of JPY 1,530 million or JPY 190.48 per share.
お知らせ • Sep 11SAMCO Inc., Annual General Meeting, Oct 22, 2024SAMCO Inc., Annual General Meeting, Oct 22, 2024.
Buy Or Sell Opportunity • Aug 08Now 24% overvaluedOver the last 90 days, the stock has fallen 21% to €21.40. The fair value is estimated to be €17.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €19.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total loss to shareholders of 12% over the past three years.
Upcoming Dividend • Jul 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 25 October 2024. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (1.1%).
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €27.80, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.97 per share.
Buy Or Sell Opportunity • Jul 11Now 27% overvaluedThe stock has been flat over the last 90 days, currently trading at €27.80. The fair value is estimated to be €21.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
お知らせ • Jul 04SAMCO Inc. to Report Fiscal Year 2024 Results on Sep 11, 2024SAMCO Inc. announced that they will report fiscal year 2024 results on Sep 11, 2024
Reported Earnings • Jun 10Third quarter 2024 earnings released: EPS: JP¥28.01 (vs JP¥33.12 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.01 (down from JP¥33.12 in 3Q 2023). Revenue: JP¥1.65b (down 4.3% from 3Q 2023). Net income: JP¥225.0m (down 15% from 3Q 2023). Profit margin: 14% (down from 15% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 31SAMCO Inc. to Report Q3, 2024 Results on Jun 07, 2024SAMCO Inc. announced that they will report Q3, 2024 results on Jun 07, 2024
Declared Dividend • Mar 15Dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th July 2024 Payment date: 25th October 2024 Dividend yield will be 146%, which is higher than the industry average of 1.1%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Reported Earnings • Mar 14Second quarter 2024 earnings released: EPS: JP¥68.84 (vs JP¥60.26 in 2Q 2023)Second quarter 2024 results: EPS: JP¥68.84 (up from JP¥60.26 in 2Q 2023). Revenue: JP¥2.73b (up 13% from 2Q 2023). Net income: JP¥553.0m (up 14% from 2Q 2023). Profit margin: 20% (in line with 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 14+ 1 more updateSAMCO Inc. Provides Dividend Guidance for the Year Ending July 31, 2024SAMCO Inc. provided dividend guidance for the year ending July 31, 2024. For the year, the company expects to pay year-end dividend of JPY 45.00 per share compared to JPY 45.00 per share a year ago.
お知らせ • Jan 09SAMCO Inc. to Report Q2, 2024 Results on Mar 13, 2024SAMCO Inc. announced that they will report Q2, 2024 results on Mar 13, 2024
Reported Earnings • Dec 14First quarter 2024 earnings released: EPS: JP¥24.15 (vs JP¥26.89 in 1Q 2023)First quarter 2024 results: EPS: JP¥24.15 (down from JP¥26.89 in 1Q 2023). Revenue: JP¥1.38b (down 3.3% from 1Q 2023). Net income: JP¥194.0m (down 10% from 1Q 2023). Profit margin: 14% (down from 15% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).
お知らせ • Oct 15SAMCO Inc. to Report Q1, 2024 Results on Dec 11, 2023SAMCO Inc. announced that they will report Q1, 2024 results on Dec 11, 2023
New Risk • Sep 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • Sep 14Full year 2023 earnings released: EPS: JP¥170 (vs JP¥131 in FY 2022)Full year 2023 results: EPS: JP¥170 (up from JP¥131 in FY 2022). Revenue: JP¥7.83b (up 22% from FY 2022). Net income: JP¥1.37b (up 30% from FY 2022). Profit margin: 17% (in line with FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 13SAMCO Inc., Annual General Meeting, Oct 24, 2023SAMCO Inc., Annual General Meeting, Oct 24, 2023.
Upcoming Dividend • Jul 21Inaugural dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 July 2023. Payment date: 26 October 2023. This is the first dividend for SAMCO since going public. The average dividend yield among industry peers is 1.0%.
お知らせ • Jul 06SAMCO Inc. to Report Fiscal Year 2023 Results on Sep 11, 2023SAMCO Inc. announced that they will report fiscal year 2023 results on Sep 11, 2023
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €42.00, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 164% over the past three years.
Reported Earnings • Jun 12Third quarter 2023 earnings released: EPS: JP¥33.11 (vs JP¥25.27 in 3Q 2022)Third quarter 2023 results: EPS: JP¥33.11 (up from JP¥25.27 in 3Q 2022). Revenue: JP¥1.73b (up 27% from 3Q 2022). Net income: JP¥266.0m (up 31% from 3Q 2022). Profit margin: 15% (in line with 3Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 35% per year.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €35.40, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 20x in the Semiconductor industry in Germany. Total returns to shareholders of 197% over the past three years.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €28.00, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 135% over the past three years.
Reported Earnings • Mar 12Second quarter 2023 earnings released: EPS: JP¥60.25 (vs JP¥41.46 in 2Q 2022)Second quarter 2023 results: EPS: JP¥60.25 (up from JP¥41.46 in 2Q 2022). Revenue: JP¥2.42b (up 33% from 2Q 2022). Net income: JP¥484.0m (up 45% from 2Q 2022). Profit margin: 20% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 07SAMCO Inc. to Report Q2, 2023 Results on Mar 10, 2023SAMCO Inc. announced that they will report Q2, 2023 results on Mar 10, 2023
Reported Earnings • Dec 11First quarter 2023 earnings released: EPS: JP¥26.89 (vs JP¥5.98 in 1Q 2022)First quarter 2023 results: EPS: JP¥26.89 (up from JP¥5.98 in 1Q 2022). Revenue: JP¥1.43b (up 32% from 1Q 2022). Net income: JP¥216.0m (up 350% from 1Q 2022). Profit margin: 15% (up from 4.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 37% per year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Director Hiroaki Kobayashi was the last independent director to join the board, commencing their role in 2016. 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 • Sep 10Full year 2022 earnings released: EPS: JP¥131 (vs JP¥94.00 in FY 2021)Full year 2022 results: EPS: JP¥131 (up from JP¥94.00 in FY 2021). Revenue: JP¥6.40b (up 11% from FY 2021). Net income: JP¥1.05b (up 39% from FY 2021). Profit margin: 16% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year and the company’s share price has also increased by 44% per year.
お知らせ • Sep 10+ 3 more updatesSAMCO Inc. Declares Dividend for the Full Year Ended July 31, 2022, Payable on October 26, 2022SAMCO Inc. declared dividend of JPY 35.00 per share for the full year ended July 31, 2022. Payable on October 26, 2022.
お知らせ • Sep 08SAMCO Inc., Annual General Meeting, Oct 25, 2022SAMCO Inc., Annual General Meeting, Oct 25, 2022.
Upcoming Dividend • Jul 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 25 October 2022. The company last paid an ordinary dividend in September 2011. The average dividend yield among industry peers is 1.2%.
お知らせ • Jul 02SAMCO Inc. to Report Fiscal Year 2022 Results on Sep 08, 2022SAMCO Inc. announced that they will report fiscal year 2022 results on Sep 08, 2022
Reported Earnings • Jun 13Third quarter 2022 earnings released: EPS: JP¥25.27 (vs JP¥16.31 in 3Q 2021)Third quarter 2022 results: EPS: JP¥25.27 (up from JP¥16.31 in 3Q 2021). Revenue: JP¥1.36b (up 9.4% from 3Q 2021). Net income: JP¥203.0m (up 55% from 3Q 2021). Profit margin: 15% (up from 11% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Director Hiroaki Kobayashi was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08SAMCO Inc. to Report Q3, 2022 Results on Jun 10, 2022SAMCO Inc. announced that they will report Q3, 2022 results on Jun 10, 2022
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €18.20, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 30x in the Semiconductor industry in Germany. Total returns to shareholders of 186% over the past three years.
Reported Earnings • Mar 12Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥41.45 (up from JP¥30.13 in 2Q 2021). Revenue: JP¥1.83b (up 17% from 2Q 2021). Net income: JP¥333.0m (up 38% from 2Q 2021). Profit margin: 18% (up from 16% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 33% per year.
Reported Earnings • Dec 14First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥5.98 (up from JP¥6.35 loss in 1Q 2021). Revenue: JP¥1.09b (up 51% from 1Q 2021). Net income: JP¥48.0m (up JP¥99.0m from 1Q 2021). Profit margin: 4.4% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 22Inaugural dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 19 October 2021. The company last paid an ordinary dividend in June 2012. The average dividend yield among industry peers is 0.6%.
Reported Earnings • Jun 15Third quarter 2021 earnings released: EPS JP¥16.30 (vs JP¥13.57 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.24b (down 5.4% from 3Q 2020). Net income: JP¥131.0m (up 20% from 3Q 2020). Profit margin: 11% (up from 8.3% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Mar 16New 90-day low: €22.60The company is down 9.0% from a price of €24.80 on 16 December 2020. Underperformed the German market, which is up 9.0% over the last 90 days. Lagged the Semiconductor industry, which is up 16% over the same period.
Reported Earnings • Mar 12Second quarter 2021 earnings released: EPS JP¥30.12 (vs JP¥31.50 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: JP¥1.56b (down 13% from 2Q 2020). Net income: JP¥242.0m (down 4.3% from 2Q 2020). Profit margin: 16% (up from 14% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 32% per year.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥31.00, the stock is trading at a trailing P/E ratio of 65.7x, up from the previous P/E ratio of 56.8x. This compares to an average P/E of 82x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 209%.
Is New 90 Day High Low • Jan 14New 90-day high: €31.00The company is up 34% from its price of €23.20 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 30% over the same period.
Is New 90 Day High Low • Dec 28New 90-day high: €28.80The company is up 33% from its price of €21.60 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Semiconductor industry, which is also up 33% over the same period.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥28.80, the stock is trading at a trailing P/E ratio of 60.9x, up from the previous P/E ratio of 52.5x. This compares to an average P/E of 63x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 194%.
お知らせ • Dec 27SAMCO Inc. to Report Q2, 2021 Results on Mar 11, 2021SAMCO Inc. announced that they will report Q2, 2021 results on Mar 11, 2021
Reported Earnings • Dec 11First quarter 2021 earnings released: JP¥6.35 loss per shareThe company reported a poor first quarter result with weaker earnings, revenues and control over expenses. First quarter 2021 results: Revenue: JP¥720.0m (down 37% from 1Q 2020). Net loss: JP¥51.0m (down 158% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 15% share price gain to JP¥25.40, the stock is trading at a trailing P/E ratio of 40.7x, up from the previous P/E ratio of 35.3x. This compares to an average P/E of 59x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 214%.
Is New 90 Day High Low • Nov 18New 90-day high: €24.40The company is up 17% from its price of €20.80 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 16% over the same period.
Valuation Update With 7 Day Price Move • Oct 14Market bids up stock over the past weekAfter last week's 18% share price gain to JP¥23.80, the stock is trading at a trailing P/E ratio of 38.5x, up from the previous P/E ratio of 32.6x. This compares to an average P/E of 32x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 226%.
お知らせ • Oct 10SAMCO Inc. to Report Q1, 2021 Results on Dec 10, 2020SAMCO Inc. announced that they will report Q1, 2021 results on Dec 10, 2020
お知らせ • Aug 03SAMCO Inc. to Report Fiscal Year 2020 Results on Sep 10, 2020SAMCO Inc. announced that they will report fiscal year 2020 results on Sep 10, 2020