View Financial HealthDentsu Soken 配当と自社株買い配当金 基準チェック /36Dentsu Sokenは配当を支払う会社で、現在の利回りは2.1%です。次の支払い日は 1st September, 2026で、権利落ち日は29th June, 2026 。主要情報2.1%配当利回り0.08%バイバック利回り総株主利回り2.2%将来の配当利回り2.8%配当成長23.9%次回配当支払日01 Sep 26配当落ち日29 Jun 26一株当たり配当金n/a配当性向139%最近の配当と自社株買いの更新Declared Dividend • 17hDividend of JP¥22.50 announcedShareholders will receive a dividend of JP¥22.50. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 200%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. EPS is expected to grow by 39% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Declared Dividend • Aug 02First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th December 2024 Payment date: 25th March 2025 Dividend yield will be 162%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.4%).お知らせ • Apr 28Dentsu Soken Inc. Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided dividend guidance for the end of second quarter of fiscal year ending December 31, 2024. For the end of second quarter, the company expects to pay ¥54.00 per share compared to ¥44.00 per share for the same period last year.Declared Dividend • Apr 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th June 2024 Payment date: 2nd September 2024 Dividend yield will be 187%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 16Dentsu Soken Inc. Proposes Dividend for the Year Ended December 31, 2023; Provides Dividend Guidance for the End of 2nd Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. announced that its Board of Directors resolved regarding the payment of dividends from surplus with a date of record of December 31, 2023. The matter will be submitted to the 49th General Meeting of Shareholders scheduled to be held on March 22, 2024. The Company planned to pay a year-end dividend of ¥47 per share. However, based on the consolidated results for the fiscal year under review, the Company increased the dividend by ¥9 from the most recent forecast to ¥56 per share, an increase of ¥11 from the previous fiscal year. Effective date: March 22, 2024. The company provided dividend guidance for the end of 2nd quarter of fiscal year ending December 31, 2024. For the end of 2nd quarter, the company expects to pay ¥54.00 per share.すべての更新を表示Recent updatesBoard Change • 17hHigh number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Managing Executive Officer of Business Management & Director Makoto Senoo was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • 17hDividend of JP¥22.50 announcedShareholders will receive a dividend of JP¥22.50. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 200%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. EPS is expected to grow by 39% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026お知らせ • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026.お知らせ • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026お知らせ • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • May 03Dentsu Soken Inc. to Report Q2, 2025 Results on Jul 30, 2025Dentsu Soken Inc. announced that they will report Q2, 2025 results on Jul 30, 2025お知らせ • Mar 25Dentsu Soken Inc. to Report Q1, 2025 Results on Apr 30, 2025Dentsu Soken Inc. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2025お知らせ • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025.お知らせ • Jan 30Dentsu Soken Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. revised earnings guidance for the fiscal year ending December 31, 2024. For the period, the company revised Net sales from JPY 152,000 million to JPY 152,642 million, Operating profit from JPY 20,000 million to JPY 21,039 million. Net profit from JPY 14,000 million to JPY 15,117 million. Net profit per Share from JPY 215.14 to JPY 232.32. Reasons for the Revision: Net sales are expected to exceed the forecast in both the Business Solutions segment and the Manufacturing Solutions segment. Regarding profits, due to the effects of increased sales and an increase in the gross profit margin, all stages of profit are expected to exceed the previous forecast.お知らせ • Dec 04Dentsu Soken Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025Dentsu Soken Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: JP¥43.43 (vs JP¥52.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.43 (down from JP¥52.13 in 3Q 2023). Revenue: JP¥38.0b (up 7.3% from 3Q 2023). Net income: JP¥2.83b (down 17% from 3Q 2023). Profit margin: 7.4% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Sep 10Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €35.40. The fair value is estimated to be €44.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.お知らせ • Aug 05Dentsu Soken Inc. to Report Q3, 2024 Results on Oct 31, 2024Dentsu Soken Inc. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: JP¥48.10 (vs JP¥55.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.10 (down from JP¥55.46 in 2Q 2023). Revenue: JP¥37.1b (up 5.9% from 2Q 2023). Net income: JP¥3.13b (down 13% from 2Q 2023). Profit margin: 8.4% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Declared Dividend • Aug 02First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th December 2024 Payment date: 25th March 2025 Dividend yield will be 162%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.4%).お知らせ • Jun 13Dentsu Soken Inc. to Report Q2, 2024 Results on Jul 31, 2024Dentsu Soken Inc. announced that they will report Q2, 2024 results on Jul 31, 2024Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: JP¥63.29 (vs JP¥58.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥63.29 (up from JP¥58.97 in 1Q 2023). Revenue: JP¥37.1b (up 6.7% from 1Q 2023). Net income: JP¥4.12b (up 7.3% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Apr 28Dentsu Soken Inc. Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided dividend guidance for the end of second quarter of fiscal year ending December 31, 2024. For the end of second quarter, the company expects to pay ¥54.00 per share compared to ¥44.00 per share for the same period last year.Declared Dividend • Apr 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th June 2024 Payment date: 2nd September 2024 Dividend yield will be 187%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: JP¥225 (vs JP¥194 in FY 2022)Full year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT 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 remained flat, which means it is significantly lagging earnings.お知らせ • Mar 24Dentsu Soken Inc. to Report Q1, 2024 Results on Apr 26, 2024Dentsu Soken Inc. announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Feb 16Dentsu Soken Inc. Proposes Dividend for the Year Ended December 31, 2023; Provides Dividend Guidance for the End of 2nd Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. announced that its Board of Directors resolved regarding the payment of dividends from surplus with a date of record of December 31, 2023. The matter will be submitted to the 49th General Meeting of Shareholders scheduled to be held on March 22, 2024. The Company planned to pay a year-end dividend of ¥47 per share. However, based on the consolidated results for the fiscal year under review, the Company increased the dividend by ¥9 from the most recent forecast to ¥56 per share, an increase of ¥11 from the previous fiscal year. Effective date: March 22, 2024. The company provided dividend guidance for the end of 2nd quarter of fiscal year ending December 31, 2024. For the end of 2nd quarter, the company expects to pay ¥54.00 per share.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: JP¥225 (vs JP¥194 in FY 2022)Full year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the IT 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 4% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 14Dentsu Soken Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided year-end dividend guidance for the fiscal year ending December 31, 2024. For the year, the company expects to pay year-end dividend of ¥54.00 per share compared to ¥56.00 per share for the same period last year.Upcoming Dividend • Dec 21Upcoming dividend of JP¥47.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.1%).お知らせ • Dec 05Information Services International-Dentsu, Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024Buying Opportunity • Dec 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €36.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.お知らせ • Nov 30Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024.Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €35.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.お知らせ • Nov 06Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Feb 10, 2024Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results at 3:00 PM, Tokyo Standard Time on Feb 10, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: JP¥52.13 (vs JP¥39.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥52.13 (up from JP¥39.13 in 3Q 2022). Revenue: JP¥35.4b (up 9.5% from 3Q 2022). Net income: JP¥3.39b (up 33% from 3Q 2022). Profit margin: 9.6% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT 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 7% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be €38.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.お知らせ • Aug 03Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Oct 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: JP¥55.46 (vs JP¥46.00 in 2Q 2022)Second quarter 2023 results: EPS: JP¥55.46 (up from JP¥46.00 in 2Q 2022). Revenue: JP¥35.1b (up 11% from 2Q 2022). Net income: JP¥3.61b (up 21% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 23Information Services International-Dentsu, Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023Information Services International-Dentsu, Ltd. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Net sales from JPY 67,130 million to JPY 69,849 million, Operating profit from JPY 9,730 million to JPY 10,652 million. Net profit from JPY 6,684 million to JPY 7,446 million. Net profit per Share from JPY 102.73 to JPY 114.44.Upcoming Dividend • Jun 22Upcoming dividend of JP¥44.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).お知らせ • May 28Information Services International-Dentsu, Ltd. to Report Q2, 2023 Results on Jul 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023Board Change • Apr 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior MD, Manager of Communication IT Business Department & Director Shinichi Ogane was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany.Reported Earnings • Feb 13Full year 2022 earnings released: EPS: JP¥194 (vs JP¥137 in FY 2021)Full year 2022 results: EPS: JP¥194 (up from JP¥137 in FY 2021). Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% 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 • Feb 11Information Services International-Dentsu, Ltd. Provides Consolidated Earnings Guidance for the First Half of 2023 and Full Year Ending December 31, 2023Information Services International-Dentsu, Ltd. provided consolidated earnings guidance for the first half of 2023 and full year ending December 31, 2023. For the first half, the company expects net sales of ¥67,130 million, operating profit of ¥9,730 million, profit of ¥6,684 million and EPS of ¥102.73.For the year, the company expects net sales of ¥137,000 million, operating profit of ¥20,000 million, profit of ¥14,000 million and EPS of ¥215.16.お知らせ • Feb 10+ 1 more updateInformation Services International-Dentsu, Ltd. Declares Dividend for the Fourth Quarter Ended December 31, 2022, Payable on March 27, 2023; Provides Dividend Guidance for the Second Quarter of 2023Information Services International-Dentsu, Ltd. declared a dividend of ¥45.00 per share for the fourth quarter ended December 31, 2022. The dividend payable on March 27, 2023.For the second quarter, the company expects to pay dividend of ¥44.00 against ¥33.00 paid last year.Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 March 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.9%).お知らせ • Dec 06Information Services International-Dentsu, Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023お知らせ • Dec 01Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023. Agenda: To consider Purpose of Transition; to consider Timing of Transition;.Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: JP¥39.13 (vs JP¥31.15 in 3Q 2021)Third quarter 2022 results: EPS: JP¥39.13 (up from JP¥31.15 in 3Q 2021). Revenue: JP¥32.4b (up 26% from 3Q 2021). Net income: JP¥2.55b (up 25% from 3Q 2021). Profit margin: 7.9% (in line with 3Q 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.お知らせ • Aug 28Information Services International-Dentsu, Ltd. to Report Q3, 2022 Results on Oct 31, 2022Information Services International-Dentsu, Ltd. announced that they will report Q3, 2022 results on Oct 31, 2022Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: JP¥46.00 (vs JP¥28.71 in 2Q 2021)Second quarter 2022 results: EPS: JP¥46.00 (up from JP¥28.71 in 2Q 2021). Revenue: JP¥31.5b (up 18% from 2Q 2021). Net income: JP¥3.00b (up 60% from 2Q 2021). Profit margin: 9.5% (up from 7.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.4%, compared to a 16% growth forecast for the 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 increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 28+ 1 more updateInformation Services International-Dentsu, Ltd. Revises Year End Dividend Guidance for the Fiscal Year Ending December 31, 2022Information Services International-Dentsu, Ltd. revised year end dividend guidance for the fiscal year ending December 31, 2022. The company forecasted a year-end dividend of ¥33 per share. However, as mentioned above, profit attributable to owners of the parent is expected to increase significantly from the initial forecast, and the company have revised this dividend to ¥45, an increase of ¥12 from the previous forecast. As a result, the annual dividend per share for the current fiscal year is expected to increase 39.3% from the previous fiscal year to ¥78, and the consolidated dividend payout ratio is expected to be 40.7%.Upcoming Dividend • Jun 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.6%).お知らせ • May 29Information Services International-Dentsu, Ltd. to Report Q2, 2022 Results on Jul 28, 2022Information Services International-Dentsu, Ltd. announced that they will report Q2, 2022 results on Jul 28, 2022Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: JP¥61.89 (vs JP¥38.69 in 1Q 2021)First quarter 2022 results: EPS: JP¥61.89 (up from JP¥38.69 in 1Q 2021). Revenue: JP¥30.0b (up 9.0% from 1Q 2021). Net income: JP¥4.03b (up 60% from 1Q 2021). Profit margin: 14% (up from 9.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.2%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Buying Opportunity • Apr 11Now 22% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be €35.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.Board Change • Apr 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Feb 27Information Services International-Dentsu, Ltd. to Report Q1, 2022 Results on Apr 28, 2022Information Services International-Dentsu, Ltd. announced that they will report Q1, 2022 results on Apr 28, 2022Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥137 (up from JP¥113 in FY 2020). Revenue: JP¥112.1b (up 3.1% from FY 2020). Net income: JP¥8.94b (up 22% from FY 2020). Profit margin: 8.0% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.7%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 10Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 23, 2022Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 23, 2022.お知らせ • Feb 09+ 1 more updateInformation Services International-Dentsu, Ltd. Provides Dividend Guidance for the Second Quarter and Fourth Quarter of Fiscal Year 2022Information Services International-Dentsu, Ltd. provided dividend guidance for the second quarter and fourth quarter of fiscal year 2022. For the second quarter, the company expects to pay dividend of JPY 33.00 compared to JPY 26.00 per share paid a year ago.For the fourth quarter of fiscal year 2022, the company expects to pay dividend of JPY 33.00 per share compared to JPY 30.00 per share a year ago.お知らせ • Jan 22Information Services International-Dentsu, Ltd. Revises Consolidated Financial Guidance for the Fiscal Year Ended December 31, 2021Information Services International-Dentsu, Ltd. revised consolidated financial guidance for the fiscal year ended December 31, 2021. For the period the company expects net sales to be JPY 112,085 million compared to previous guidance of JPY 110,000 million, operating profit to be JPY 13,736 million compared to previous guidance of JPY 12,500 million, net profit to be JPY 8,944 million compared to previous guidance of JPY 8,300 million, net profit per share to be JPY 137.26 compared to previous guidance of JPY 127.37.Upcoming Dividend • Dec 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 March 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.0%).Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS JP¥31.15 (vs JP¥23.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥25.6b (up 1.7% from 3Q 2020). Net income: JP¥2.03b (up 35% from 3Q 2020). Profit margin: 7.9% (up from 6.0% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS JP¥28.71 (vs JP¥37.63 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥26.8b (down 6.5% from 2Q 2020). Net income: JP¥1.87b (down 24% from 2Q 2020). Profit margin: 7.0% (down from 8.6% in 2Q 2020). 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 increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥36.00, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 26x in the IT industry in Germany. Total returns to shareholders of 205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.33 per share.Upcoming Dividend • Jun 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 01 September 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (1.2%).Reported Earnings • May 16First quarter 2021 earnings released: EPS JP¥38.69 (vs JP¥31.61 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥27.5b (up 4.3% from 1Q 2020). Net income: JP¥2.52b (up 22% from 1Q 2020). Profit margin: 9.2% (up from 7.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS JP¥38.69 (vs JP¥31.61 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥27.5b (up 4.3% from 1Q 2020). Net income: JP¥2.52b (up 22% from 1Q 2020). Profit margin: 9.2% (up from 7.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥226 (vs JP¥95.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥108.7b (up 7.9% from FY 2019). Net income: JP¥7.36b (up 18% from FY 2019). Profit margin: 6.8% (up from 6.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 28Information Services International-Dentsu, Ltd. to Report Q1, 2021 Results on Apr 28, 2021Information Services International-Dentsu, Ltd. announced that they will report Q1, 2021 results on Apr 28, 2021Analyst Estimate Surprise Post Earnings • Feb 16Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 4.4%, compared to a 12% growth forecast for the IT industry in Germany.Reported Earnings • Feb 12Full year 2020 earnings released: EPS JP¥113 (vs JP¥95.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥108.7b (up 7.9% from FY 2019). Net income: JP¥7.36b (up 18% from FY 2019). Profit margin: 6.8% (up from 6.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 10Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2021Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2021.Is New 90 Day High Low • Jan 23New 90-day high: €29.60The company is up 12% from its price of €26.50 on 23 October 2020. The German market is also up 12% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the IT industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.81 per share.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥27.80, the stock is trading at a trailing P/E ratio of 31.7x, up from the previous P/E ratio of 27.4x. This compares to an average P/E of 30x in the IT industry in Germany. Total returns to shareholders over the past three years are 208%.Upcoming Dividend • Dec 22Upcoming Dividend of JP¥43.00 Per ShareWill be paid on the 25th of March to those who are registered shareholders by the 29th of December. The trailing yield of 1.3% is below the top quartile of German dividend payers (3.5%), but it is higher than industry peers (1.0%).Is New 90 Day High Low • Dec 02New 90-day high: €57.00The company is up 22% from its price of €46.80 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.00 per share.お知らせ • Nov 11Information Services International-Dentsu, Ltd. to Report Fiscal Year 2020 Results on Feb 10, 2021Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2020 results at 3:00 PM, Tokyo Standard Time on Feb 10, 2021Analyst Estimate Surprise Post Earnings • Nov 10Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 5.3%, compared to a 9.2% growth forecast for the IT industry in Germany.Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS JP¥46.22The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: JP¥25.2b (up 5.8% from 3Q 2019). Net income: JP¥1.51b (down 14% from 3Q 2019). Profit margin: 6.0% (down from 7.4% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 06Market pulls back on stock over the past weekAfter last week's 19% share price decline to JP¥45.00, the stock is trading at a trailing P/E ratio of 25.8x, down from the previous P/E ratio of 31.8x. This compares to an average P/E of 26x in the IT industry in Germany. Total returns to shareholders over the past three years are 181%.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥7.08b, up 8.1% from the prior year. Total revenue was JP¥107.9b over the last 12 months, up 8.6% from the prior year.Analyst Estimate Surprise Post Earnings • Nov 01Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 0.9% at JP¥25.2b. Revenue is forecast to grow 4.5% over the next year, compared to a 8.6% growth forecast for the IT industry in Germany.Is New 90 Day High Low • Oct 31New 90-day high: €55.50The company is up 27% from its price of €43.60 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.67 per share.Is New 90 Day High Low • Oct 06New 90-day high: €54.50The company is up 36% from its price of €40.20 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.38 per share.Is New 90 Day High Low • Sep 19New 90-day high: €49.20The company is up 22% from its price of €40.40 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.49 per share.配当金の支払いについて今日May 21 2026配当落ち日Jun 29 2026配当支払日Sep 01 202664 days 配当落ちから次の39 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: ISWの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: ISWの配当金は過去10年間にわたって増加しています。配当利回り対市場Dentsu Soken 配当利回り対市場ISW 配当利回りは市場と比べてどうか?セグメント配当利回り会社 (ISW)2.1%市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (IT)2.3%アナリスト予想 (ISW) (最長3年)2.8%注目すべき配当: ISWの配当金 ( 2.1% ) はGerman市場の配当金支払者の下位 25% ( 1.52% ) よりも高くなっています。高配当: ISWの配当金 ( 2.1% ) はGerman市場の配当金支払者の上位 25% ( 4.52% ) と比較すると低いです。株主への利益配当収益カバレッジ: ISWは高い 配当性向 ( 138.6% ) のため、配当金の支払いは利益によって十分にカバーされていません。株主配当金キャッシュフローカバレッジ: ISWは合理的な 現金配当性向 ( 53.8% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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2026/05/20 16:09終値2026/05/20 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Dentsu Soken Inc. 3 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。11 アナリスト機関Jay DefibaughCLSAnull nullCLSAHideo NodaCLSA8 その他のアナリストを表示
Declared Dividend • 17hDividend of JP¥22.50 announcedShareholders will receive a dividend of JP¥22.50. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 200%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. EPS is expected to grow by 39% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Declared Dividend • Aug 02First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th December 2024 Payment date: 25th March 2025 Dividend yield will be 162%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.4%).
お知らせ • Apr 28Dentsu Soken Inc. Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided dividend guidance for the end of second quarter of fiscal year ending December 31, 2024. For the end of second quarter, the company expects to pay ¥54.00 per share compared to ¥44.00 per share for the same period last year.
Declared Dividend • Apr 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th June 2024 Payment date: 2nd September 2024 Dividend yield will be 187%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 16Dentsu Soken Inc. Proposes Dividend for the Year Ended December 31, 2023; Provides Dividend Guidance for the End of 2nd Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. announced that its Board of Directors resolved regarding the payment of dividends from surplus with a date of record of December 31, 2023. The matter will be submitted to the 49th General Meeting of Shareholders scheduled to be held on March 22, 2024. The Company planned to pay a year-end dividend of ¥47 per share. However, based on the consolidated results for the fiscal year under review, the Company increased the dividend by ¥9 from the most recent forecast to ¥56 per share, an increase of ¥11 from the previous fiscal year. Effective date: March 22, 2024. The company provided dividend guidance for the end of 2nd quarter of fiscal year ending December 31, 2024. For the end of 2nd quarter, the company expects to pay ¥54.00 per share.
Board Change • 17hHigh number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Managing Executive Officer of Business Management & Director Makoto Senoo was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • 17hDividend of JP¥22.50 announcedShareholders will receive a dividend of JP¥22.50. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 200%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. EPS is expected to grow by 39% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026
お知らせ • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026.
お知らせ • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026
お知らせ • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • May 03Dentsu Soken Inc. to Report Q2, 2025 Results on Jul 30, 2025Dentsu Soken Inc. announced that they will report Q2, 2025 results on Jul 30, 2025
お知らせ • Mar 25Dentsu Soken Inc. to Report Q1, 2025 Results on Apr 30, 2025Dentsu Soken Inc. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2025
お知らせ • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025.
お知らせ • Jan 30Dentsu Soken Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. revised earnings guidance for the fiscal year ending December 31, 2024. For the period, the company revised Net sales from JPY 152,000 million to JPY 152,642 million, Operating profit from JPY 20,000 million to JPY 21,039 million. Net profit from JPY 14,000 million to JPY 15,117 million. Net profit per Share from JPY 215.14 to JPY 232.32. Reasons for the Revision: Net sales are expected to exceed the forecast in both the Business Solutions segment and the Manufacturing Solutions segment. Regarding profits, due to the effects of increased sales and an increase in the gross profit margin, all stages of profit are expected to exceed the previous forecast.
お知らせ • Dec 04Dentsu Soken Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025Dentsu Soken Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: JP¥43.43 (vs JP¥52.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.43 (down from JP¥52.13 in 3Q 2023). Revenue: JP¥38.0b (up 7.3% from 3Q 2023). Net income: JP¥2.83b (down 17% from 3Q 2023). Profit margin: 7.4% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Sep 10Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €35.40. The fair value is estimated to be €44.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
お知らせ • Aug 05Dentsu Soken Inc. to Report Q3, 2024 Results on Oct 31, 2024Dentsu Soken Inc. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: JP¥48.10 (vs JP¥55.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.10 (down from JP¥55.46 in 2Q 2023). Revenue: JP¥37.1b (up 5.9% from 2Q 2023). Net income: JP¥3.13b (down 13% from 2Q 2023). Profit margin: 8.4% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Aug 02First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th December 2024 Payment date: 25th March 2025 Dividend yield will be 162%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.4%).
お知らせ • Jun 13Dentsu Soken Inc. to Report Q2, 2024 Results on Jul 31, 2024Dentsu Soken Inc. announced that they will report Q2, 2024 results on Jul 31, 2024
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: JP¥63.29 (vs JP¥58.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥63.29 (up from JP¥58.97 in 1Q 2023). Revenue: JP¥37.1b (up 6.7% from 1Q 2023). Net income: JP¥4.12b (up 7.3% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Apr 28Dentsu Soken Inc. Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided dividend guidance for the end of second quarter of fiscal year ending December 31, 2024. For the end of second quarter, the company expects to pay ¥54.00 per share compared to ¥44.00 per share for the same period last year.
Declared Dividend • Apr 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th June 2024 Payment date: 2nd September 2024 Dividend yield will be 187%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: JP¥225 (vs JP¥194 in FY 2022)Full year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT 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 remained flat, which means it is significantly lagging earnings.
お知らせ • Mar 24Dentsu Soken Inc. to Report Q1, 2024 Results on Apr 26, 2024Dentsu Soken Inc. announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Feb 16Dentsu Soken Inc. Proposes Dividend for the Year Ended December 31, 2023; Provides Dividend Guidance for the End of 2nd Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. announced that its Board of Directors resolved regarding the payment of dividends from surplus with a date of record of December 31, 2023. The matter will be submitted to the 49th General Meeting of Shareholders scheduled to be held on March 22, 2024. The Company planned to pay a year-end dividend of ¥47 per share. However, based on the consolidated results for the fiscal year under review, the Company increased the dividend by ¥9 from the most recent forecast to ¥56 per share, an increase of ¥11 from the previous fiscal year. Effective date: March 22, 2024. The company provided dividend guidance for the end of 2nd quarter of fiscal year ending December 31, 2024. For the end of 2nd quarter, the company expects to pay ¥54.00 per share.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: JP¥225 (vs JP¥194 in FY 2022)Full year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the IT 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 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 14Dentsu Soken Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided year-end dividend guidance for the fiscal year ending December 31, 2024. For the year, the company expects to pay year-end dividend of ¥54.00 per share compared to ¥56.00 per share for the same period last year.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥47.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.1%).
お知らせ • Dec 05Information Services International-Dentsu, Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024
Buying Opportunity • Dec 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €36.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
お知らせ • Nov 30Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024.
Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €35.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
お知らせ • Nov 06Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Feb 10, 2024Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results at 3:00 PM, Tokyo Standard Time on Feb 10, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: JP¥52.13 (vs JP¥39.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥52.13 (up from JP¥39.13 in 3Q 2022). Revenue: JP¥35.4b (up 9.5% from 3Q 2022). Net income: JP¥3.39b (up 33% from 3Q 2022). Profit margin: 9.6% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT 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 7% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be €38.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
お知らせ • Aug 03Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Oct 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023
Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: JP¥55.46 (vs JP¥46.00 in 2Q 2022)Second quarter 2023 results: EPS: JP¥55.46 (up from JP¥46.00 in 2Q 2022). Revenue: JP¥35.1b (up 11% from 2Q 2022). Net income: JP¥3.61b (up 21% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 23Information Services International-Dentsu, Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023Information Services International-Dentsu, Ltd. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Net sales from JPY 67,130 million to JPY 69,849 million, Operating profit from JPY 9,730 million to JPY 10,652 million. Net profit from JPY 6,684 million to JPY 7,446 million. Net profit per Share from JPY 102.73 to JPY 114.44.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥44.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).
お知らせ • May 28Information Services International-Dentsu, Ltd. to Report Q2, 2023 Results on Jul 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023
Board Change • Apr 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior MD, Manager of Communication IT Business Department & Director Shinichi Ogane was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany.
Reported Earnings • Feb 13Full year 2022 earnings released: EPS: JP¥194 (vs JP¥137 in FY 2021)Full year 2022 results: EPS: JP¥194 (up from JP¥137 in FY 2021). Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% 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 • Feb 11Information Services International-Dentsu, Ltd. Provides Consolidated Earnings Guidance for the First Half of 2023 and Full Year Ending December 31, 2023Information Services International-Dentsu, Ltd. provided consolidated earnings guidance for the first half of 2023 and full year ending December 31, 2023. For the first half, the company expects net sales of ¥67,130 million, operating profit of ¥9,730 million, profit of ¥6,684 million and EPS of ¥102.73.For the year, the company expects net sales of ¥137,000 million, operating profit of ¥20,000 million, profit of ¥14,000 million and EPS of ¥215.16.
お知らせ • Feb 10+ 1 more updateInformation Services International-Dentsu, Ltd. Declares Dividend for the Fourth Quarter Ended December 31, 2022, Payable on March 27, 2023; Provides Dividend Guidance for the Second Quarter of 2023Information Services International-Dentsu, Ltd. declared a dividend of ¥45.00 per share for the fourth quarter ended December 31, 2022. The dividend payable on March 27, 2023.For the second quarter, the company expects to pay dividend of ¥44.00 against ¥33.00 paid last year.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 March 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.9%).
お知らせ • Dec 06Information Services International-Dentsu, Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023
お知らせ • Dec 01Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2023. Agenda: To consider Purpose of Transition; to consider Timing of Transition;.
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: JP¥39.13 (vs JP¥31.15 in 3Q 2021)Third quarter 2022 results: EPS: JP¥39.13 (up from JP¥31.15 in 3Q 2021). Revenue: JP¥32.4b (up 26% from 3Q 2021). Net income: JP¥2.55b (up 25% from 3Q 2021). Profit margin: 7.9% (in line with 3Q 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Aug 28Information Services International-Dentsu, Ltd. to Report Q3, 2022 Results on Oct 31, 2022Information Services International-Dentsu, Ltd. announced that they will report Q3, 2022 results on Oct 31, 2022
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: JP¥46.00 (vs JP¥28.71 in 2Q 2021)Second quarter 2022 results: EPS: JP¥46.00 (up from JP¥28.71 in 2Q 2021). Revenue: JP¥31.5b (up 18% from 2Q 2021). Net income: JP¥3.00b (up 60% from 2Q 2021). Profit margin: 9.5% (up from 7.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.4%, compared to a 16% growth forecast for the 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 increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 28+ 1 more updateInformation Services International-Dentsu, Ltd. Revises Year End Dividend Guidance for the Fiscal Year Ending December 31, 2022Information Services International-Dentsu, Ltd. revised year end dividend guidance for the fiscal year ending December 31, 2022. The company forecasted a year-end dividend of ¥33 per share. However, as mentioned above, profit attributable to owners of the parent is expected to increase significantly from the initial forecast, and the company have revised this dividend to ¥45, an increase of ¥12 from the previous forecast. As a result, the annual dividend per share for the current fiscal year is expected to increase 39.3% from the previous fiscal year to ¥78, and the consolidated dividend payout ratio is expected to be 40.7%.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.6%).
お知らせ • May 29Information Services International-Dentsu, Ltd. to Report Q2, 2022 Results on Jul 28, 2022Information Services International-Dentsu, Ltd. announced that they will report Q2, 2022 results on Jul 28, 2022
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: JP¥61.89 (vs JP¥38.69 in 1Q 2021)First quarter 2022 results: EPS: JP¥61.89 (up from JP¥38.69 in 1Q 2021). Revenue: JP¥30.0b (up 9.0% from 1Q 2021). Net income: JP¥4.03b (up 60% from 1Q 2021). Profit margin: 14% (up from 9.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.2%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Apr 11Now 22% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be €35.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.
Board Change • Apr 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Independent External Director Kazuo Ichijo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Feb 27Information Services International-Dentsu, Ltd. to Report Q1, 2022 Results on Apr 28, 2022Information Services International-Dentsu, Ltd. announced that they will report Q1, 2022 results on Apr 28, 2022
Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥137 (up from JP¥113 in FY 2020). Revenue: JP¥112.1b (up 3.1% from FY 2020). Net income: JP¥8.94b (up 22% from FY 2020). Profit margin: 8.0% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.7%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 10Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 23, 2022Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 23, 2022.
お知らせ • Feb 09+ 1 more updateInformation Services International-Dentsu, Ltd. Provides Dividend Guidance for the Second Quarter and Fourth Quarter of Fiscal Year 2022Information Services International-Dentsu, Ltd. provided dividend guidance for the second quarter and fourth quarter of fiscal year 2022. For the second quarter, the company expects to pay dividend of JPY 33.00 compared to JPY 26.00 per share paid a year ago.For the fourth quarter of fiscal year 2022, the company expects to pay dividend of JPY 33.00 per share compared to JPY 30.00 per share a year ago.
お知らせ • Jan 22Information Services International-Dentsu, Ltd. Revises Consolidated Financial Guidance for the Fiscal Year Ended December 31, 2021Information Services International-Dentsu, Ltd. revised consolidated financial guidance for the fiscal year ended December 31, 2021. For the period the company expects net sales to be JPY 112,085 million compared to previous guidance of JPY 110,000 million, operating profit to be JPY 13,736 million compared to previous guidance of JPY 12,500 million, net profit to be JPY 8,944 million compared to previous guidance of JPY 8,300 million, net profit per share to be JPY 137.26 compared to previous guidance of JPY 127.37.
Upcoming Dividend • Dec 23Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 25 March 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.0%).
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS JP¥31.15 (vs JP¥23.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥25.6b (up 1.7% from 3Q 2020). Net income: JP¥2.03b (up 35% from 3Q 2020). Profit margin: 7.9% (up from 6.0% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS JP¥28.71 (vs JP¥37.63 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥26.8b (down 6.5% from 2Q 2020). Net income: JP¥1.87b (down 24% from 2Q 2020). Profit margin: 7.0% (down from 8.6% in 2Q 2020). 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 increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥36.00, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 26x in the IT industry in Germany. Total returns to shareholders of 205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.33 per share.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 01 September 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (1.2%).
Reported Earnings • May 16First quarter 2021 earnings released: EPS JP¥38.69 (vs JP¥31.61 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥27.5b (up 4.3% from 1Q 2020). Net income: JP¥2.52b (up 22% from 1Q 2020). Profit margin: 9.2% (up from 7.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS JP¥38.69 (vs JP¥31.61 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥27.5b (up 4.3% from 1Q 2020). Net income: JP¥2.52b (up 22% from 1Q 2020). Profit margin: 9.2% (up from 7.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥226 (vs JP¥95.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥108.7b (up 7.9% from FY 2019). Net income: JP¥7.36b (up 18% from FY 2019). Profit margin: 6.8% (up from 6.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 28Information Services International-Dentsu, Ltd. to Report Q1, 2021 Results on Apr 28, 2021Information Services International-Dentsu, Ltd. announced that they will report Q1, 2021 results on Apr 28, 2021
Analyst Estimate Surprise Post Earnings • Feb 16Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 4.4%, compared to a 12% growth forecast for the IT industry in Germany.
Reported Earnings • Feb 12Full year 2020 earnings released: EPS JP¥113 (vs JP¥95.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥108.7b (up 7.9% from FY 2019). Net income: JP¥7.36b (up 18% from FY 2019). Profit margin: 6.8% (up from 6.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 10Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2021Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 24, 2021.
Is New 90 Day High Low • Jan 23New 90-day high: €29.60The company is up 12% from its price of €26.50 on 23 October 2020. The German market is also up 12% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the IT industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.81 per share.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥27.80, the stock is trading at a trailing P/E ratio of 31.7x, up from the previous P/E ratio of 27.4x. This compares to an average P/E of 30x in the IT industry in Germany. Total returns to shareholders over the past three years are 208%.
Upcoming Dividend • Dec 22Upcoming Dividend of JP¥43.00 Per ShareWill be paid on the 25th of March to those who are registered shareholders by the 29th of December. The trailing yield of 1.3% is below the top quartile of German dividend payers (3.5%), but it is higher than industry peers (1.0%).
Is New 90 Day High Low • Dec 02New 90-day high: €57.00The company is up 22% from its price of €46.80 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.00 per share.
お知らせ • Nov 11Information Services International-Dentsu, Ltd. to Report Fiscal Year 2020 Results on Feb 10, 2021Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2020 results at 3:00 PM, Tokyo Standard Time on Feb 10, 2021
Analyst Estimate Surprise Post Earnings • Nov 10Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 5.3%, compared to a 9.2% growth forecast for the IT industry in Germany.
Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS JP¥46.22The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: JP¥25.2b (up 5.8% from 3Q 2019). Net income: JP¥1.51b (down 14% from 3Q 2019). Profit margin: 6.0% (down from 7.4% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 06Market pulls back on stock over the past weekAfter last week's 19% share price decline to JP¥45.00, the stock is trading at a trailing P/E ratio of 25.8x, down from the previous P/E ratio of 31.8x. This compares to an average P/E of 26x in the IT industry in Germany. Total returns to shareholders over the past three years are 181%.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of JP¥7.08b, up 8.1% from the prior year. Total revenue was JP¥107.9b over the last 12 months, up 8.6% from the prior year.
Analyst Estimate Surprise Post Earnings • Nov 01Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 0.9% at JP¥25.2b. Revenue is forecast to grow 4.5% over the next year, compared to a 8.6% growth forecast for the IT industry in Germany.
Is New 90 Day High Low • Oct 31New 90-day high: €55.50The company is up 27% from its price of €43.60 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.67 per share.
Is New 90 Day High Low • Oct 06New 90-day high: €54.50The company is up 36% from its price of €40.20 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.38 per share.
Is New 90 Day High Low • Sep 19New 90-day high: €49.20The company is up 22% from its price of €40.40 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.49 per share.