View Future GrowthCOMSYS Holdings 過去の業績過去 基準チェック /46COMSYS Holdingsは、平均年間2.8%の収益成長を遂げていますが、 Construction業界の収益は、年間 成長しています。収益は、平均年間11.6% 1.9%収益成長率で 成長しています。 COMSYS Holdingsの自己資本利益率は9.1%であり、純利益率は5.8%です。主要情報2.82%収益成長率4.54%EPS成長率Construction 業界の成長0.80%収益成長率1.88%株主資本利益率9.06%ネット・マージン5.76%次回の業績アップデート07 Aug 2026最近の業績更新お知らせ • Jun 23COMSYS Holdings Corporation to Report Q1, 2027 Results on Aug 07, 2026COMSYS Holdings Corporation announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥312 (up from JP¥254 in FY 2025). Revenue: JP¥630.7b (up 2.6% from FY 2025). Net income: JP¥36.3b (up 21% from FY 2025). Profit margin: 5.8% (up from 4.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.9%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Japan. 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 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09COMSYS Holdings Corporation to Report Fiscal Year 2026 Results on May 12, 2026COMSYS Holdings Corporation announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥84.39 (vs JP¥72.06 in 3Q 2025)Third quarter 2026 results: EPS: JP¥84.39 (up from JP¥72.06 in 3Q 2025). Revenue: JP¥154.4b (flat on 3Q 2025). Net income: JP¥9.80b (up 15% from 3Q 2025). Profit margin: 6.3% (up from 5.6% in 3Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Construction industry in Japan. 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 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 09COMSYS Holdings Corporation to Report Q3, 2026 Results on Feb 06, 2026COMSYS Holdings Corporation announced that they will report Q3, 2026 results on Feb 06, 2026Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥58.81 (vs JP¥52.78 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.81 (up from JP¥52.78 in 2Q 2025). Revenue: JP¥142.1b (up 2.2% from 2Q 2025). Net income: JP¥6.86b (up 9.4% from 2Q 2025). Profit margin: 4.8% (up from 4.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.すべての更新を表示Recent updatesお知らせ • Jun 23COMSYS Holdings Corporation to Report Q1, 2027 Results on Aug 07, 2026COMSYS Holdings Corporation announced that they will report Q1, 2027 results on Aug 07, 2026ライブニュース • May 25Oasis Nominates Independent Director at COMSYS AGM Seeking Growth and Improved GovernanceOasis Management, which manages funds holding over 6.3% of COMSYS Holdings, has nominated an independent outside director candidate for the upcoming AGM. The activist investor says the proposal is aimed at accelerating COMSYS’s growth and improving its corporate governance. Oasis argues that COMSYS’s share price performance trails peers in social infrastructure-related areas, including data center, construction, civil engineering and renewable energy businesses. A more independent board voice backed by a sizeable shareholder can increase pressure on COMSYS to reassess capital allocation, business focus and governance practices. Investors may want to watch AGM outcomes closely, since any shift in board composition could influence future decisions on portfolio mix, shareholder returns and communication with investors.Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥312 (up from JP¥254 in FY 2025). Revenue: JP¥630.7b (up 2.6% from FY 2025). Net income: JP¥36.3b (up 21% from FY 2025). Profit margin: 5.8% (up from 4.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.9%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Japan. 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 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13COMSYS Holdings Corporation (TSE:1721) announces an Equity Buyback for 2,750,000 shares, representing 2.38% for ¥11,000 million.COMSYS Holdings Corporation (TSE:1721) announces a share repurchase program. Under the program, the company will repurchase up to 2,750,000 shares, representing 2.38% of its issued share capital, for ¥11,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program is valid till March 31, 2027. As of March 31, 2026, the company had 115,702,057 outstanding shares excluding treasury stock and 2,297,943 treasury shares.お知らせ • May 12COMSYS Holdings Corporation, Annual General Meeting, Jun 26, 2026COMSYS Holdings Corporation, Annual General Meeting, Jun 26, 2026.Buy Or Sell Opportunity • May 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥5,902. The fair value is estimated to be JP¥4,861, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.お知らせ • May 09COMSYS Holdings Corporation to Report Fiscal Year 2026 Results on May 12, 2026COMSYS Holdings Corporation announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.4%).Price Target Changed • Mar 17Price target increased by 8.4% to JP¥4,920Up from JP¥4,540, the current price target is an average from 5 analysts. New target price is 8.9% below last closing price of JP¥5,401. Stock is up 66% over the past year. The company is forecast to post earnings per share of JP¥300 for next year compared to JP¥254 last year.分析記事 • Feb 07What COMSYS Holdings Corporation's (TSE:1721) P/E Is Not Telling YouWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider COMSYS...Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥84.39 (vs JP¥72.06 in 3Q 2025)Third quarter 2026 results: EPS: JP¥84.39 (up from JP¥72.06 in 3Q 2025). Revenue: JP¥154.4b (flat on 3Q 2025). Net income: JP¥9.80b (up 15% from 3Q 2025). Profit margin: 6.3% (up from 5.6% in 3Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Construction industry in Japan. 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 28% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Feb 07Price target increased by 9.4% to JP¥4,540Up from JP¥4,150, the current price target is an average from 5 analysts. New target price is 11% below last closing price of JP¥5,126. Stock is up 61% over the past year. The company is forecast to post earnings per share of JP¥295 for next year compared to JP¥254 last year.分析記事 • Jan 07COMSYS Holdings (TSE:1721) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Dec 23Here's What To Make Of COMSYS Holdings' (TSE:1721) Decelerating Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...お知らせ • Dec 09COMSYS Holdings Corporation to Report Q3, 2026 Results on Feb 06, 2026COMSYS Holdings Corporation announced that they will report Q3, 2026 results on Feb 06, 2026Declared Dividend • Dec 04First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (44% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥58.81 (vs JP¥52.78 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.81 (up from JP¥52.78 in 2Q 2025). Revenue: JP¥142.1b (up 2.2% from 2Q 2025). Net income: JP¥6.86b (up 9.4% from 2Q 2025). Profit margin: 4.8% (up from 4.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.分析記事 • Oct 28Unpleasant Surprises Could Be In Store For COMSYS Holdings Corporation's (TSE:1721) SharesThere wouldn't be many who think COMSYS Holdings Corporation's ( TSE:1721 ) price-to-earnings (or "P/E") ratio of 14.7x...Buy Or Sell Opportunity • Oct 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥3,900. The fair value is estimated to be JP¥3,250, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 3.0% per annum over the same time period.分析記事 • Oct 10Calculating The Intrinsic Value Of COMSYS Holdings Corporation (TSE:1721)Key Insights The projected fair value for COMSYS Holdings is JP¥3,233 based on 2 Stage Free Cash Flow to Equity COMSYS...Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 04 December 2025. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).分析記事 • Sep 17COMSYS Holdings (TSE:1721) Is Due To Pay A Dividend Of ¥60.00The board of COMSYS Holdings Corporation ( TSE:1721 ) has announced that it will pay a dividend of ¥60.00 per share on...お知らせ • Sep 17COMSYS Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025COMSYS Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025分析記事 • Sep 12Return Trends At COMSYS Holdings (TSE:1721) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥49.31 (vs JP¥38.35 in 1Q 2025)First quarter 2026 results: EPS: JP¥49.31 (up from JP¥38.35 in 1Q 2025). Revenue: JP¥128.3b (up 2.5% from 1Q 2025). Net income: JP¥5.79b (up 27% from 1Q 2025). Profit margin: 4.5% (up from 3.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.分析記事 • Aug 06COMSYS Holdings' (TSE:1721) Dividend Will Be ¥60.00The board of COMSYS Holdings Corporation ( TSE:1721 ) has announced that it will pay a dividend on the 4th of December...分析記事 • Jul 23COMSYS Holdings (TSE:1721) Has Announced A Dividend Of ¥60.00The board of COMSYS Holdings Corporation ( TSE:1721 ) has announced that it will pay a dividend on the 4th of December...分析記事 • Jul 09COMSYS Holdings (TSE:1721) Is Due To Pay A Dividend Of ¥60.00COMSYS Holdings Corporation's ( TSE:1721 ) investors are due to receive a payment of ¥60.00 per share on 4th of...Declared Dividend • Jul 09Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (229% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 03Unpleasant Surprises Could Be In Store For COMSYS Holdings Corporation's (TSE:1721) SharesWith a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...お知らせ • Jun 24COMSYS Holdings Corporation to Report Q1, 2026 Results on Aug 07, 2025COMSYS Holdings Corporation announced that they will report Q1, 2026 results on Aug 07, 2025Buy Or Sell Opportunity • May 19Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,307. The fair value is estimated to be JP¥2,744, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 1.8% per annum over the same time period.分析記事 • May 13Earnings Update: COMSYS Holdings Corporation (TSE:1721) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsIt's been a good week for COMSYS Holdings Corporation ( TSE:1721 ) shareholders, because the company has just released...Reported Earnings • May 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥254 (up from JP¥228 in FY 2024). Revenue: JP¥614.6b (up 7.6% from FY 2024). Net income: JP¥30.1b (up 9.6% from FY 2024). Profit margin: 4.9% (up from 4.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.お知らせ • May 10COMSYS Holdings Corporation (TSE:1721) announces an Equity Buyback for 3,200,000 shares, representing 2.72% for ¥8,000 million.COMSYS Holdings Corporation (TSE:1721) announces a share repurchase program. Under the program, the company will repurchase up to 3,200,000 shares, representing 2.72% of its issued share capital, for ¥8,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program is valid till March 31, 2026. As of March 31, 2025, the company had 117,698,160 outstanding shares excluding treasury stock and 15,301,840 treasury shares.お知らせ • May 09COMSYS Holdings Corporation, Annual General Meeting, Jun 27, 2025COMSYS Holdings Corporation, Annual General Meeting, Jun 27, 2025.分析記事 • May 08Is COMSYS Holdings Corporation (TSE:1721) Trading At A 34% Discount?Key Insights COMSYS Holdings' estimated fair value is JP¥4,968 based on 2 Stage Free Cash Flow to Equity COMSYS...分析記事 • Apr 23COMSYS Holdings (TSE:1721) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.3%).分析記事 • Mar 19Return Trends At COMSYS Holdings (TSE:1721) Aren't AppealingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...お知らせ • Mar 18COMSYS Holdings Corporation to Report Fiscal Year 2025 Results on May 09, 2025COMSYS Holdings Corporation announced that they will report fiscal year 2025 results on May 09, 2025分析記事 • Feb 24Risks To Shareholder Returns Are Elevated At These Prices For COMSYS Holdings Corporation (TSE:1721)With a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥72.06 (up from JP¥66.42 in 3Q 2024). Revenue: JP¥153.6b (up 11% from 3Q 2024). Net income: JP¥8.54b (up 7.1% from 3Q 2024). Profit margin: 5.6% (down from 5.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.9%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.分析記事 • Dec 18Is There An Opportunity With COMSYS Holdings Corporation's (TSE:1721) 30% Undervaluation?Key Insights COMSYS Holdings' estimated fair value is JP¥4,610 based on 2 Stage Free Cash Flow to Equity Current share...お知らせ • Dec 07COMSYS Holdings Corporation to Report Q3, 2025 Results on Feb 07, 2025COMSYS Holdings Corporation announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Nov 25COMSYS Holdings Corporation (TSE:1721) Investors Are Less Pessimistic Than ExpectedWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...Reported Earnings • Nov 09Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: JP¥52.78. Revenue: JP¥139.1b (up 3.7% from 2Q 2024). Net income: JP¥6.27b (flat on 2Q 2024). Profit margin: 4.5% (down from 4.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Construction industry in Japan.お知らせ • Nov 08COMSYS Holdings Corporation (TSE:1721) announces an Equity Buyback for 1,200,000 shares, representing 1.01% for ¥3,000 million.COMSYS Holdings Corporation (TSE:1721) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 1.01% of its issued share capital, for ¥3,000 million. The purpose of the program is to enhance shareholder returns. The program is valid till March 31, 2025. As of September 30, 2024, the company had 118,556,145 outstanding shares excluding treasury stock and 14,443,855 treasury shares.分析記事 • Oct 22Returns On Capital At COMSYS Holdings (TSE:1721) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.3%).分析記事 • Sep 17COMSYS Holdings (TSE:1721) Has A Rock Solid Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Aug 28COMSYS Holdings Corporation to Report Q2, 2025 Results on Nov 08, 2024COMSYS Holdings Corporation announced that they will report Q2, 2025 results on Nov 08, 2024分析記事 • Aug 13Risks To Shareholder Returns Are Elevated At These Prices For COMSYS Holdings Corporation (TSE:1721)There wouldn't be many who think COMSYS Holdings Corporation's ( TSE:1721 ) price-to-earnings (or "P/E") ratio of 13x...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,659, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Construction industry in Japan. Total loss to shareholders of 3.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,254 per share.分析記事 • Jul 03COMSYS Holdings (TSE:1721) Has More To Do To Multiply In Value Going ForwardTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...お知らせ • Jun 20COMSYS Holdings Corporation to Report Q1, 2025 Results on Aug 08, 2024COMSYS Holdings Corporation announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • May 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥228 (up from JP¥159 in FY 2023). Revenue: JP¥571.2b (up 1.4% from FY 2023). Net income: JP¥27.5b (up 42% from FY 2023). Profit margin: 4.8% (up from 3.4% in FY 2023). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 1.8%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 12COMSYS Holdings Corporation, Annual General Meeting, Jun 27, 2024COMSYS Holdings Corporation, Annual General Meeting, Jun 27, 2024.お知らせ • May 11COMSYS Holdings Corporation (TSE:1721) announces an Equity Buyback for 1,500,000 shares, representing 1.26% for ¥3,000 million.COMSYS Holdings Corporation (TSE:1721) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 1.26% of its total shares outstanding excluding treasury shares, for a total of ¥3,000 million. The purpose of repurchase program is to further return profits to shareholders. The repurchase program is valid till March 31, 2025. As of March 31, 2024, the company had 119,377,803 shares outstanding excluding treasury shares and had 13,622,197 shares in treasury.分析記事 • Apr 25COMSYS Holdings Corporation's (TSE:1721) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 17.6x COMSYS Holdings Corporation ( TSE:1721 ) may be sending bearish...Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.7%).分析記事 • Mar 20The Returns At COMSYS Holdings (TSE:1721) Aren't GrowingThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Price Target Changed • Mar 05Price target increased by 7.7% to JP¥3,316Up from JP¥3,078, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥3,380. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥231 for next year compared to JP¥159 last year.お知らせ • Mar 02COMSYS Holdings Corporation to Report Fiscal Year 2024 Results on May 10, 2024COMSYS Holdings Corporation announced that they will report fiscal year 2024 results on May 10, 2024分析記事 • Feb 26Is COMSYS Holdings (TSE:1721) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥66.42 (up from JP¥42.07 in 3Q 2023). Revenue: JP¥138.9b (up 9.3% from 3Q 2023). Net income: JP¥7.97b (up 56% from 3Q 2023). Profit margin: 5.7% (up from 4.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Price Target Changed • Dec 12Price target increased by 9.1% to JP¥3,003Up from JP¥2,753, the current price target is an average from 6 analysts. New target price is 6.2% below last closing price of JP¥3,202. Stock is up 32% over the past year. The company is forecast to post earnings per share of JP¥212 for next year compared to JP¥159 last year.お知らせ • Dec 09COMSYS Holdings Corporation to Report Q3, 2024 Results on Feb 08, 2024COMSYS Holdings Corporation announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 10Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥52.37 (up from JP¥31.42 in 2Q 2023). Revenue: JP¥134.1b (up 8.7% from 2Q 2023). Net income: JP¥6.30b (up 64% from 2Q 2023). Profit margin: 4.7% (up from 3.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (3.0%).お知らせ • Aug 30COMSYS Holdings Corporation to Report Q2, 2024 Results on Nov 09, 2023COMSYS Holdings Corporation announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥26.80 (vs JP¥22.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.80 (up from JP¥22.02 in 1Q 2023). Revenue: JP¥110.8b (up 3.1% from 1Q 2023). Net income: JP¥3.23b (up 20% from 1Q 2023). Profit margin: 2.9% (up from 2.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Jun 07COMSYS Holdings Corporation to Report Q1, 2024 Results on Aug 07, 2023COMSYS Holdings Corporation announced that they will report Q1, 2024 results on Aug 07, 2023Reported Earnings • May 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥159 (down from JP¥235 in FY 2022). Revenue: JP¥563.3b (down 4.4% from FY 2022). Net income: JP¥19.3b (down 34% from FY 2022). Profit margin: 3.4% (down from 5.0% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 3% per year.お知らせ • May 13COMSYS Holdings Corporation, Annual General Meeting, Jun 29, 2023COMSYS Holdings Corporation, Annual General Meeting, Jun 29, 2023.お知らせ • May 12COMSYS Holdings Corporation (TSE:1721) announces an Equity Buyback for 8,000,000 shares, representing 5.67% for ¥4,000 million.COMSYS Holdings Corporation (TSE:1721) announces a share repurchase program. Under the program, the company will repurchase up to 8,000,000 shares, representing 5.67% of its total shares outstanding excluding treasury shares, for a total of ¥4,000 million. The purpose of repurchase program is to return more profits to shareholders and to implement a flexible capital policy that responds to changes in the corporate environment. The repurchase program is valid till March 31, 2024. As of March 31, 2023, the company had 120,778,829 shares outstanding excluding treasury shares and had 20,221,171 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.6%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥42.07 (vs JP¥53.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥42.07 (down from JP¥53.92 in 3Q 2022). Revenue: JP¥127.1b (down 6.7% from 3Q 2022). Net income: JP¥5.11b (down 23% from 3Q 2022). Profit margin: 4.0% (down from 4.9% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Dec 11COMSYS Holdings Corporation to Report Q3, 2023 Results on Feb 10, 2023COMSYS Holdings Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: JP¥31.42 (down from JP¥51.80 in 2Q 2022). Revenue: JP¥123.4b (down 7.6% from 2Q 2022). Net income: JP¥3.85b (down 40% from 2Q 2022). Profit margin: 3.1% (down from 4.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 12Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: JP¥31.42 (down from JP¥51.80 in 2Q 2022). Revenue: JP¥123.4b (down 7.6% from 2Q 2022). Net income: JP¥3.85b (down 40% from 2Q 2022). Profit margin: 3.1% (down from 4.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 27Price target decreased to JP¥2,560Down from JP¥2,756, the current price target is an average from 6 analysts. New target price is 5.1% above last closing price of JP¥2,435. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥218 for next year compared to JP¥235 last year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.5%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥22.02 (vs JP¥47.40 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.02 (down from JP¥47.40 in 1Q 2022). Revenue: JP¥107.5b (down 11% from 1Q 2022). Net income: JP¥2.69b (down 55% from 1Q 2022). Profit margin: 2.5% (down from 4.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 1.7%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Price Target Changed • Jun 14Price target decreased to JP¥2,873Down from JP¥3,116, the current price target is an average from 7 analysts. New target price is 16% above last closing price of JP¥2,477. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥234 for next year compared to JP¥235 last year.Reported Earnings • May 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥235. Revenue: JP¥589.0b (up 4.6% from FY 2021). Net income: JP¥29.2b (flat on FY 2021). Profit margin: 5.0% (down from 5.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the next year, revenue is expected to shrink by 1.0% compared to a 7.9% growth forecast for the industry in Japan.Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 35% and the cash payout ratio is 76%. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (3.1%).Reported Earnings • Feb 10Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥53.92 (down from JP¥62.24 in 3Q 2021). Revenue: JP¥136.1b (flat on 3Q 2021). Net income: JP¥6.67b (down 15% from 3Q 2021). Profit margin: 4.9% (down from 5.8% in 3Q 2021). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 1.2%, compared to a 7.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥51.80 (vs JP¥47.84 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥133.6b (up 3.1% from 2Q 2021). Net income: JP¥6.45b (up 6.7% from 2Q 2021). Profit margin: 4.8% (up from 4.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥51.80 (vs JP¥47.84 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥133.6b (up 3.1% from 2Q 2021). Net income: JP¥6.45b (up 6.7% from 2Q 2021). Profit margin: 4.8% (up from 4.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (3.0%).Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥47.40 (vs JP¥22.80 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥120.2b (up 15% from 1Q 2021). Net income: JP¥5.93b (up 105% from 1Q 2021). Profit margin: 4.9% (up from 2.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥233 (vs JP¥203 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥563.3b (flat on FY 2020). Net income: JP¥29.4b (up 13% from FY 2020). Profit margin: 5.2% (up from 4.6% in FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.7%. Within top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (2.6%).Analyst Estimate Surprise Post Earnings • Feb 07Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 19%. Over the next year, revenue is forecast to grow 4.0%, compared to a 2.2% growth forecast for the Construction industry in Japan.Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥62.24 (vs JP¥43.86 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥136.6b (up 3.7% from 3Q 2020). Net income: JP¥7.85b (up 40% from 3Q 2020). Profit margin: 5.8% (up from 4.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.Is New 90 Day High Low • Feb 05New 90-day high: JP¥3,315The company is up 17% from its price of JP¥2,826 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,178 per share.Is New 90 Day High Low • Jan 15New 90-day high: JP¥3,290The company is up 20% from its price of JP¥2,740 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,150 per share.Is New 90 Day High Low • Dec 30New 90-day high: JP¥3,205The company is up 10.0% from its price of JP¥2,921 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,236 per share.収支内訳COMSYS Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:1721 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26630,65836,30741,176031 Dec 25621,62933,14840,697030 Sep 25620,82031,88339,725030 Jun 25617,79131,29139,405031 Mar 25614,63130,07638,916031 Dec 24605,18229,32938,002030 Sep 24590,47428,76538,089030 Jun 24585,52528,79736,734031 Mar 24571,18627,45336,590031 Dec 23589,11825,19739,171030 Sep 23577,31722,33738,862030 Jun 23566,59819,88039,852031 Mar 23563,29519,33839,833031 Dec 22557,08521,81036,220030 Sep 22566,14923,37036,178030 Jun 22576,30425,97435,855031 Mar 22589,02829,20835,463031 Dec 21582,30831,62935,434030 Sep 21582,73632,81035,089030 Jun 21578,73932,40434,807031 Mar 21563,25229,36934,417031 Dec 20556,93028,32133,424030 Sep 20552,12026,07333,732030 Jun 20553,67925,37634,381031 Mar 20560,88225,99434,658031 Dec 19552,24924,20535,461030 Sep 19546,95329,74435,636030 Jun 19511,41928,74232,718031 Mar 19481,78328,01829,985031 Dec 18440,71726,90726,833030 Sep 18405,69020,70523,496030 Jun 18398,35820,56423,522031 Mar 18380,02420,39022,275031 Dec 17372,87019,06221,091030 Sep 17354,14217,17120,753030 Jun 17340,35815,94919,876031 Mar 17334,16314,48520,342031 Dec 16324,10015,30420,207030 Sep 16324,14315,00320,152030 Jun 16321,38515,49519,627031 Mar 16320,65415,42019,379031 Dec 15309,78513,57619,497030 Sep 15313,06414,44719,403030 Jun 15319,08615,03120,1850質の高い収益: 1721は 高品質の収益 を持っています。利益率の向上: 1721の現在の純利益率 (5.8%)は、昨年(4.9%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1721の収益は過去 5 年間で年間2.8%増加しました。成長の加速: 1721の過去 1 年間の収益成長率 ( 20.7% ) は、5 年間の平均 ( 年間2.8%を上回っています。収益対業界: 1721の過去 1 年間の収益成長率 ( 20.7% ) Construction業界25.9%を上回りませんでした。株主資本利益率高いROE: 1721の 自己資本利益率 ( 9.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2026/06/25 17:24終値2026/06/25 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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COMSYS Holdings Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Hideaki TeraokaDaiwa Securities Co. Ltd.null nullDaiwa Securities Co. Ltd.Hirokazu X. AnaiGoldman Sachs6 その他のアナリストを表示
お知らせ • Jun 23COMSYS Holdings Corporation to Report Q1, 2027 Results on Aug 07, 2026COMSYS Holdings Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥312 (up from JP¥254 in FY 2025). Revenue: JP¥630.7b (up 2.6% from FY 2025). Net income: JP¥36.3b (up 21% from FY 2025). Profit margin: 5.8% (up from 4.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.9%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Japan. 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 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09COMSYS Holdings Corporation to Report Fiscal Year 2026 Results on May 12, 2026COMSYS Holdings Corporation announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥84.39 (vs JP¥72.06 in 3Q 2025)Third quarter 2026 results: EPS: JP¥84.39 (up from JP¥72.06 in 3Q 2025). Revenue: JP¥154.4b (flat on 3Q 2025). Net income: JP¥9.80b (up 15% from 3Q 2025). Profit margin: 6.3% (up from 5.6% in 3Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Construction industry in Japan. 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 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 09COMSYS Holdings Corporation to Report Q3, 2026 Results on Feb 06, 2026COMSYS Holdings Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥58.81 (vs JP¥52.78 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.81 (up from JP¥52.78 in 2Q 2025). Revenue: JP¥142.1b (up 2.2% from 2Q 2025). Net income: JP¥6.86b (up 9.4% from 2Q 2025). Profit margin: 4.8% (up from 4.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Jun 23COMSYS Holdings Corporation to Report Q1, 2027 Results on Aug 07, 2026COMSYS Holdings Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
ライブニュース • May 25Oasis Nominates Independent Director at COMSYS AGM Seeking Growth and Improved GovernanceOasis Management, which manages funds holding over 6.3% of COMSYS Holdings, has nominated an independent outside director candidate for the upcoming AGM. The activist investor says the proposal is aimed at accelerating COMSYS’s growth and improving its corporate governance. Oasis argues that COMSYS’s share price performance trails peers in social infrastructure-related areas, including data center, construction, civil engineering and renewable energy businesses. A more independent board voice backed by a sizeable shareholder can increase pressure on COMSYS to reassess capital allocation, business focus and governance practices. Investors may want to watch AGM outcomes closely, since any shift in board composition could influence future decisions on portfolio mix, shareholder returns and communication with investors.
Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥312 (up from JP¥254 in FY 2025). Revenue: JP¥630.7b (up 2.6% from FY 2025). Net income: JP¥36.3b (up 21% from FY 2025). Profit margin: 5.8% (up from 4.9% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.9%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Japan. 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 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13COMSYS Holdings Corporation (TSE:1721) announces an Equity Buyback for 2,750,000 shares, representing 2.38% for ¥11,000 million.COMSYS Holdings Corporation (TSE:1721) announces a share repurchase program. Under the program, the company will repurchase up to 2,750,000 shares, representing 2.38% of its issued share capital, for ¥11,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program is valid till March 31, 2027. As of March 31, 2026, the company had 115,702,057 outstanding shares excluding treasury stock and 2,297,943 treasury shares.
お知らせ • May 12COMSYS Holdings Corporation, Annual General Meeting, Jun 26, 2026COMSYS Holdings Corporation, Annual General Meeting, Jun 26, 2026.
Buy Or Sell Opportunity • May 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to JP¥5,902. The fair value is estimated to be JP¥4,861, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.
お知らせ • May 09COMSYS Holdings Corporation to Report Fiscal Year 2026 Results on May 12, 2026COMSYS Holdings Corporation announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.4%).
Price Target Changed • Mar 17Price target increased by 8.4% to JP¥4,920Up from JP¥4,540, the current price target is an average from 5 analysts. New target price is 8.9% below last closing price of JP¥5,401. Stock is up 66% over the past year. The company is forecast to post earnings per share of JP¥300 for next year compared to JP¥254 last year.
分析記事 • Feb 07What COMSYS Holdings Corporation's (TSE:1721) P/E Is Not Telling YouWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider COMSYS...
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥84.39 (vs JP¥72.06 in 3Q 2025)Third quarter 2026 results: EPS: JP¥84.39 (up from JP¥72.06 in 3Q 2025). Revenue: JP¥154.4b (flat on 3Q 2025). Net income: JP¥9.80b (up 15% from 3Q 2025). Profit margin: 6.3% (up from 5.6% in 3Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Construction industry in Japan. 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 28% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Feb 07Price target increased by 9.4% to JP¥4,540Up from JP¥4,150, the current price target is an average from 5 analysts. New target price is 11% below last closing price of JP¥5,126. Stock is up 61% over the past year. The company is forecast to post earnings per share of JP¥295 for next year compared to JP¥254 last year.
分析記事 • Jan 07COMSYS Holdings (TSE:1721) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Dec 23Here's What To Make Of COMSYS Holdings' (TSE:1721) Decelerating Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
お知らせ • Dec 09COMSYS Holdings Corporation to Report Q3, 2026 Results on Feb 06, 2026COMSYS Holdings Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
Declared Dividend • Dec 04First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (44% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥58.81 (vs JP¥52.78 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.81 (up from JP¥52.78 in 2Q 2025). Revenue: JP¥142.1b (up 2.2% from 2Q 2025). Net income: JP¥6.86b (up 9.4% from 2Q 2025). Profit margin: 4.8% (up from 4.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.
分析記事 • Oct 28Unpleasant Surprises Could Be In Store For COMSYS Holdings Corporation's (TSE:1721) SharesThere wouldn't be many who think COMSYS Holdings Corporation's ( TSE:1721 ) price-to-earnings (or "P/E") ratio of 14.7x...
Buy Or Sell Opportunity • Oct 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥3,900. The fair value is estimated to be JP¥3,250, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 3.0% per annum over the same time period.
分析記事 • Oct 10Calculating The Intrinsic Value Of COMSYS Holdings Corporation (TSE:1721)Key Insights The projected fair value for COMSYS Holdings is JP¥3,233 based on 2 Stage Free Cash Flow to Equity COMSYS...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 04 December 2025. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
分析記事 • Sep 17COMSYS Holdings (TSE:1721) Is Due To Pay A Dividend Of ¥60.00The board of COMSYS Holdings Corporation ( TSE:1721 ) has announced that it will pay a dividend of ¥60.00 per share on...
お知らせ • Sep 17COMSYS Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025COMSYS Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
分析記事 • Sep 12Return Trends At COMSYS Holdings (TSE:1721) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥49.31 (vs JP¥38.35 in 1Q 2025)First quarter 2026 results: EPS: JP¥49.31 (up from JP¥38.35 in 1Q 2025). Revenue: JP¥128.3b (up 2.5% from 1Q 2025). Net income: JP¥5.79b (up 27% from 1Q 2025). Profit margin: 4.5% (up from 3.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.
分析記事 • Aug 06COMSYS Holdings' (TSE:1721) Dividend Will Be ¥60.00The board of COMSYS Holdings Corporation ( TSE:1721 ) has announced that it will pay a dividend on the 4th of December...
分析記事 • Jul 23COMSYS Holdings (TSE:1721) Has Announced A Dividend Of ¥60.00The board of COMSYS Holdings Corporation ( TSE:1721 ) has announced that it will pay a dividend on the 4th of December...
分析記事 • Jul 09COMSYS Holdings (TSE:1721) Is Due To Pay A Dividend Of ¥60.00COMSYS Holdings Corporation's ( TSE:1721 ) investors are due to receive a payment of ¥60.00 per share on 4th of...
Declared Dividend • Jul 09Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (229% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 03Unpleasant Surprises Could Be In Store For COMSYS Holdings Corporation's (TSE:1721) SharesWith a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...
お知らせ • Jun 24COMSYS Holdings Corporation to Report Q1, 2026 Results on Aug 07, 2025COMSYS Holdings Corporation announced that they will report Q1, 2026 results on Aug 07, 2025
Buy Or Sell Opportunity • May 19Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,307. The fair value is estimated to be JP¥2,744, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 1.8% per annum over the same time period.
分析記事 • May 13Earnings Update: COMSYS Holdings Corporation (TSE:1721) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsIt's been a good week for COMSYS Holdings Corporation ( TSE:1721 ) shareholders, because the company has just released...
Reported Earnings • May 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥254 (up from JP¥228 in FY 2024). Revenue: JP¥614.6b (up 7.6% from FY 2024). Net income: JP¥30.1b (up 9.6% from FY 2024). Profit margin: 4.9% (up from 4.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.
お知らせ • May 10COMSYS Holdings Corporation (TSE:1721) announces an Equity Buyback for 3,200,000 shares, representing 2.72% for ¥8,000 million.COMSYS Holdings Corporation (TSE:1721) announces a share repurchase program. Under the program, the company will repurchase up to 3,200,000 shares, representing 2.72% of its issued share capital, for ¥8,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program is valid till March 31, 2026. As of March 31, 2025, the company had 117,698,160 outstanding shares excluding treasury stock and 15,301,840 treasury shares.
お知らせ • May 09COMSYS Holdings Corporation, Annual General Meeting, Jun 27, 2025COMSYS Holdings Corporation, Annual General Meeting, Jun 27, 2025.
分析記事 • May 08Is COMSYS Holdings Corporation (TSE:1721) Trading At A 34% Discount?Key Insights COMSYS Holdings' estimated fair value is JP¥4,968 based on 2 Stage Free Cash Flow to Equity COMSYS...
分析記事 • Apr 23COMSYS Holdings (TSE:1721) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.3%).
分析記事 • Mar 19Return Trends At COMSYS Holdings (TSE:1721) Aren't AppealingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
お知らせ • Mar 18COMSYS Holdings Corporation to Report Fiscal Year 2025 Results on May 09, 2025COMSYS Holdings Corporation announced that they will report fiscal year 2025 results on May 09, 2025
分析記事 • Feb 24Risks To Shareholder Returns Are Elevated At These Prices For COMSYS Holdings Corporation (TSE:1721)With a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥72.06 (up from JP¥66.42 in 3Q 2024). Revenue: JP¥153.6b (up 11% from 3Q 2024). Net income: JP¥8.54b (up 7.1% from 3Q 2024). Profit margin: 5.6% (down from 5.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.9%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.
分析記事 • Dec 18Is There An Opportunity With COMSYS Holdings Corporation's (TSE:1721) 30% Undervaluation?Key Insights COMSYS Holdings' estimated fair value is JP¥4,610 based on 2 Stage Free Cash Flow to Equity Current share...
お知らせ • Dec 07COMSYS Holdings Corporation to Report Q3, 2025 Results on Feb 07, 2025COMSYS Holdings Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Nov 25COMSYS Holdings Corporation (TSE:1721) Investors Are Less Pessimistic Than ExpectedWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...
Reported Earnings • Nov 09Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: JP¥52.78. Revenue: JP¥139.1b (up 3.7% from 2Q 2024). Net income: JP¥6.27b (flat on 2Q 2024). Profit margin: 4.5% (down from 4.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Construction industry in Japan.
お知らせ • Nov 08COMSYS Holdings Corporation (TSE:1721) announces an Equity Buyback for 1,200,000 shares, representing 1.01% for ¥3,000 million.COMSYS Holdings Corporation (TSE:1721) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 1.01% of its issued share capital, for ¥3,000 million. The purpose of the program is to enhance shareholder returns. The program is valid till March 31, 2025. As of September 30, 2024, the company had 118,556,145 outstanding shares excluding treasury stock and 14,443,855 treasury shares.
分析記事 • Oct 22Returns On Capital At COMSYS Holdings (TSE:1721) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.3%).
分析記事 • Sep 17COMSYS Holdings (TSE:1721) Has A Rock Solid Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Aug 28COMSYS Holdings Corporation to Report Q2, 2025 Results on Nov 08, 2024COMSYS Holdings Corporation announced that they will report Q2, 2025 results on Nov 08, 2024
分析記事 • Aug 13Risks To Shareholder Returns Are Elevated At These Prices For COMSYS Holdings Corporation (TSE:1721)There wouldn't be many who think COMSYS Holdings Corporation's ( TSE:1721 ) price-to-earnings (or "P/E") ratio of 13x...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,659, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Construction industry in Japan. Total loss to shareholders of 3.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,254 per share.
分析記事 • Jul 03COMSYS Holdings (TSE:1721) Has More To Do To Multiply In Value Going ForwardTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
お知らせ • Jun 20COMSYS Holdings Corporation to Report Q1, 2025 Results on Aug 08, 2024COMSYS Holdings Corporation announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • May 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥228 (up from JP¥159 in FY 2023). Revenue: JP¥571.2b (up 1.4% from FY 2023). Net income: JP¥27.5b (up 42% from FY 2023). Profit margin: 4.8% (up from 3.4% in FY 2023). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 1.8%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 12COMSYS Holdings Corporation, Annual General Meeting, Jun 27, 2024COMSYS Holdings Corporation, Annual General Meeting, Jun 27, 2024.
お知らせ • May 11COMSYS Holdings Corporation (TSE:1721) announces an Equity Buyback for 1,500,000 shares, representing 1.26% for ¥3,000 million.COMSYS Holdings Corporation (TSE:1721) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 1.26% of its total shares outstanding excluding treasury shares, for a total of ¥3,000 million. The purpose of repurchase program is to further return profits to shareholders. The repurchase program is valid till March 31, 2025. As of March 31, 2024, the company had 119,377,803 shares outstanding excluding treasury shares and had 13,622,197 shares in treasury.
分析記事 • Apr 25COMSYS Holdings Corporation's (TSE:1721) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 17.6x COMSYS Holdings Corporation ( TSE:1721 ) may be sending bearish...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.7%).
分析記事 • Mar 20The Returns At COMSYS Holdings (TSE:1721) Aren't GrowingThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Price Target Changed • Mar 05Price target increased by 7.7% to JP¥3,316Up from JP¥3,078, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥3,380. Stock is up 35% over the past year. The company is forecast to post earnings per share of JP¥231 for next year compared to JP¥159 last year.
お知らせ • Mar 02COMSYS Holdings Corporation to Report Fiscal Year 2024 Results on May 10, 2024COMSYS Holdings Corporation announced that they will report fiscal year 2024 results on May 10, 2024
分析記事 • Feb 26Is COMSYS Holdings (TSE:1721) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥66.42 (up from JP¥42.07 in 3Q 2023). Revenue: JP¥138.9b (up 9.3% from 3Q 2023). Net income: JP¥7.97b (up 56% from 3Q 2023). Profit margin: 5.7% (up from 4.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Price Target Changed • Dec 12Price target increased by 9.1% to JP¥3,003Up from JP¥2,753, the current price target is an average from 6 analysts. New target price is 6.2% below last closing price of JP¥3,202. Stock is up 32% over the past year. The company is forecast to post earnings per share of JP¥212 for next year compared to JP¥159 last year.
お知らせ • Dec 09COMSYS Holdings Corporation to Report Q3, 2024 Results on Feb 08, 2024COMSYS Holdings Corporation announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥52.37 (up from JP¥31.42 in 2Q 2023). Revenue: JP¥134.1b (up 8.7% from 2Q 2023). Net income: JP¥6.30b (up 64% from 2Q 2023). Profit margin: 4.7% (up from 3.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (3.0%).
お知らせ • Aug 30COMSYS Holdings Corporation to Report Q2, 2024 Results on Nov 09, 2023COMSYS Holdings Corporation announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥26.80 (vs JP¥22.02 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.80 (up from JP¥22.02 in 1Q 2023). Revenue: JP¥110.8b (up 3.1% from 1Q 2023). Net income: JP¥3.23b (up 20% from 1Q 2023). Profit margin: 2.9% (up from 2.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Jun 07COMSYS Holdings Corporation to Report Q1, 2024 Results on Aug 07, 2023COMSYS Holdings Corporation announced that they will report Q1, 2024 results on Aug 07, 2023
Reported Earnings • May 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥159 (down from JP¥235 in FY 2022). Revenue: JP¥563.3b (down 4.4% from FY 2022). Net income: JP¥19.3b (down 34% from FY 2022). Profit margin: 3.4% (down from 5.0% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • May 13COMSYS Holdings Corporation, Annual General Meeting, Jun 29, 2023COMSYS Holdings Corporation, Annual General Meeting, Jun 29, 2023.
お知らせ • May 12COMSYS Holdings Corporation (TSE:1721) announces an Equity Buyback for 8,000,000 shares, representing 5.67% for ¥4,000 million.COMSYS Holdings Corporation (TSE:1721) announces a share repurchase program. Under the program, the company will repurchase up to 8,000,000 shares, representing 5.67% of its total shares outstanding excluding treasury shares, for a total of ¥4,000 million. The purpose of repurchase program is to return more profits to shareholders and to implement a flexible capital policy that responds to changes in the corporate environment. The repurchase program is valid till March 31, 2024. As of March 31, 2023, the company had 120,778,829 shares outstanding excluding treasury shares and had 20,221,171 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per share at 4.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.6%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥42.07 (vs JP¥53.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥42.07 (down from JP¥53.92 in 3Q 2022). Revenue: JP¥127.1b (down 6.7% from 3Q 2022). Net income: JP¥5.11b (down 23% from 3Q 2022). Profit margin: 4.0% (down from 4.9% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Dec 11COMSYS Holdings Corporation to Report Q3, 2023 Results on Feb 10, 2023COMSYS Holdings Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: JP¥31.42 (down from JP¥51.80 in 2Q 2022). Revenue: JP¥123.4b (down 7.6% from 2Q 2022). Net income: JP¥3.85b (down 40% from 2Q 2022). Profit margin: 3.1% (down from 4.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 12Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: JP¥31.42 (down from JP¥51.80 in 2Q 2022). Revenue: JP¥123.4b (down 7.6% from 2Q 2022). Net income: JP¥3.85b (down 40% from 2Q 2022). Profit margin: 3.1% (down from 4.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Construction industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 27Price target decreased to JP¥2,560Down from JP¥2,756, the current price target is an average from 6 analysts. New target price is 5.1% above last closing price of JP¥2,435. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥218 for next year compared to JP¥235 last year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.5%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥22.02 (vs JP¥47.40 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.02 (down from JP¥47.40 in 1Q 2022). Revenue: JP¥107.5b (down 11% from 1Q 2022). Net income: JP¥2.69b (down 55% from 1Q 2022). Profit margin: 2.5% (down from 4.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 1.7%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Price Target Changed • Jun 14Price target decreased to JP¥2,873Down from JP¥3,116, the current price target is an average from 7 analysts. New target price is 16% above last closing price of JP¥2,477. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥234 for next year compared to JP¥235 last year.
Reported Earnings • May 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥235. Revenue: JP¥589.0b (up 4.6% from FY 2021). Net income: JP¥29.2b (flat on FY 2021). Profit margin: 5.0% (down from 5.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the next year, revenue is expected to shrink by 1.0% compared to a 7.9% growth forecast for the industry in Japan.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 35% and the cash payout ratio is 76%. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (3.1%).
Reported Earnings • Feb 10Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥53.92 (down from JP¥62.24 in 3Q 2021). Revenue: JP¥136.1b (flat on 3Q 2021). Net income: JP¥6.67b (down 15% from 3Q 2021). Profit margin: 4.9% (down from 5.8% in 3Q 2021). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 1.2%, compared to a 7.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥51.80 (vs JP¥47.84 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥133.6b (up 3.1% from 2Q 2021). Net income: JP¥6.45b (up 6.7% from 2Q 2021). Profit margin: 4.8% (up from 4.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥51.80 (vs JP¥47.84 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥133.6b (up 3.1% from 2Q 2021). Net income: JP¥6.45b (up 6.7% from 2Q 2021). Profit margin: 4.8% (up from 4.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (3.0%).
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥47.40 (vs JP¥22.80 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥120.2b (up 15% from 1Q 2021). Net income: JP¥5.93b (up 105% from 1Q 2021). Profit margin: 4.9% (up from 2.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥233 (vs JP¥203 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥563.3b (flat on FY 2020). Net income: JP¥29.4b (up 13% from FY 2020). Profit margin: 5.2% (up from 4.6% in FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.7%. Within top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (2.6%).
Analyst Estimate Surprise Post Earnings • Feb 07Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 19%. Over the next year, revenue is forecast to grow 4.0%, compared to a 2.2% growth forecast for the Construction industry in Japan.
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥62.24 (vs JP¥43.86 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥136.6b (up 3.7% from 3Q 2020). Net income: JP¥7.85b (up 40% from 3Q 2020). Profit margin: 5.8% (up from 4.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.
Is New 90 Day High Low • Feb 05New 90-day high: JP¥3,315The company is up 17% from its price of JP¥2,826 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,178 per share.
Is New 90 Day High Low • Jan 15New 90-day high: JP¥3,290The company is up 20% from its price of JP¥2,740 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,150 per share.
Is New 90 Day High Low • Dec 30New 90-day high: JP¥3,205The company is up 10.0% from its price of JP¥2,921 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,236 per share.