EXEO Group（1951）株式概要EXEOグループは、通信、電力、土木、環境に関するサービスを日本で提供している。 詳細1951 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長1/6過去の実績3/6財務の健全性5/6配当金5/6報酬収益は年間5.32%増加すると予測されています 過去5年間の収益は年間2.3%増加しました。 2.4%の安定した配当金を支払う リスク分析リスクチェックの結果、1951 、リスクは検出されなかった。すべてのリスクチェックを見る1951 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.75k46.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0788b2016201920222025202620282031Revenue JP¥755.9bEarnings JP¥29.8bAdvancedSet Fair ValueView all narrativesEXEO Group, Inc. 競合他社COMSYS HoldingsSymbol: TSE:1721Market cap: JP¥613.0bINFRONEER HoldingsSymbol: TSE:5076Market cap: JP¥594.3bKraftiaSymbol: TSE:1959Market cap: JP¥642.4bJGC HoldingsSymbol: TSE:1963Market cap: JP¥692.4b価格と性能株価の高値、安値、推移の概要EXEO Group過去の株価現在の株価JP¥2,754.0052週高値JP¥3,058.0052週安値JP¥1,798.50ベータ0.301ヶ月の変化-3.99%3ヶ月変化-4.72%1年変化50.08%3年間の変化107.30%5年間の変化104.76%IPOからの変化460.14%最新ニュースBuy Or Sell Opportunity • 13hNow 23% overvaluedOver the last 90 days, the stock has fallen 4.4% to JP¥2,762. The fair value is estimated to be JP¥2,239, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are forecast to grow by 5.3% per annum over the same time period.ライブニュース • May 19EXEO Group Moves Data Center Operations Forward With BE Networks AI-Driven PlatformEXEO Group has completed a six-month Proof of Concept with BE Networks and placed a production order for the Verity orchestration and lifecycle management platform. Verity will be used to run EXEO’s next-generation data centers and AI network infrastructure, covering automated fabric design, Zero Touch Provisioning, overlay configuration management, and fabric monitoring. The rollout includes BE Networks’ SensAI platform for live AI-driven network operations, marking its first deployment in Japan. This move points to EXEO leaning further into software-driven and AI-supported network operations, which could influence how efficiently it runs and scales its data center and AI infrastructure projects. Investors may want to watch how quickly EXEO rolls out this platform across its operations and whether it leads to new service offerings or partnerships tied to AI and data center build-outs.Reported Earnings • May 14Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥151 (up from JP¥129 in FY 2025). Revenue: JP¥787.7b (up 17% from FY 2025). Net income: JP¥31.0b (up 16% from FY 2025). Profit margin: 3.9% (down from 4.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% 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 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13EXEO Group, Inc., Annual General Meeting, Jun 25, 2026EXEO Group, Inc., Annual General Meeting, Jun 25, 2026.Buy Or Sell Opportunity • Apr 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.6% to JP¥2,840. The fair value is estimated to be JP¥2,357, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.Buy Or Sell Opportunity • Apr 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.7% to JP¥2,849. The fair value is estimated to be JP¥2,372, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • 13hNow 23% overvaluedOver the last 90 days, the stock has fallen 4.4% to JP¥2,762. The fair value is estimated to be JP¥2,239, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are forecast to grow by 5.3% per annum over the same time period.ライブニュース • May 19EXEO Group Moves Data Center Operations Forward With BE Networks AI-Driven PlatformEXEO Group has completed a six-month Proof of Concept with BE Networks and placed a production order for the Verity orchestration and lifecycle management platform. Verity will be used to run EXEO’s next-generation data centers and AI network infrastructure, covering automated fabric design, Zero Touch Provisioning, overlay configuration management, and fabric monitoring. The rollout includes BE Networks’ SensAI platform for live AI-driven network operations, marking its first deployment in Japan. This move points to EXEO leaning further into software-driven and AI-supported network operations, which could influence how efficiently it runs and scales its data center and AI infrastructure projects. Investors may want to watch how quickly EXEO rolls out this platform across its operations and whether it leads to new service offerings or partnerships tied to AI and data center build-outs.Reported Earnings • May 14Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥151 (up from JP¥129 in FY 2025). Revenue: JP¥787.7b (up 17% from FY 2025). Net income: JP¥31.0b (up 16% from FY 2025). Profit margin: 3.9% (down from 4.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% 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 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13EXEO Group, Inc., Annual General Meeting, Jun 25, 2026EXEO Group, Inc., Annual General Meeting, Jun 25, 2026.Buy Or Sell Opportunity • Apr 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.6% to JP¥2,840. The fair value is estimated to be JP¥2,357, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.Buy Or Sell Opportunity • Apr 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.7% to JP¥2,849. The fair value is estimated to be JP¥2,372, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.お知らせ • Apr 01EXEO Group, Inc. to Report Fiscal Year 2026 Results on May 13, 2026EXEO Group, Inc. announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.4%).Buy Or Sell Opportunity • Feb 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥2,808. The fair value is estimated to be JP¥2,310, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 0.3% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥45.25 (vs JP¥24.92 in 3Q 2025)Third quarter 2026 results: EPS: JP¥45.25 (up from JP¥24.92 in 3Q 2025). Revenue: JP¥199.7b (up 20% from 3Q 2025). Net income: JP¥9.28b (up 79% from 3Q 2025). Profit margin: 4.6% (up from 3.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat 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 16% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 06EXEO Group (TSE:1951) Has Announced A Dividend Of ¥33.00EXEO Group, Inc. ( TSE:1951 ) will pay a dividend of ¥33.00 on the 26th of June. This takes the annual payment to 2.4...お知らせ • Feb 06EXEO Group, Inc. (TSE:1951) announces an Equity Buyback for 2,000,000 shares, representing 0.98% for ¥4,000 million.EXEO Group, Inc. (TSE:1951) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 0.98% of its share capital (excluding treasury shares), for ¥4,000 million. The purpose of the program is to enhance shareholders’ return by facilitating flexible implementation of capital policy and enhancing capital efficiency. The program will run until June 30, 2026. As of January 31, 2026, the company had 204,587,611 shares outstanding (excluding treasury shares) and 4,037,227 shares in treasury.Buy Or Sell Opportunity • Jan 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to JP¥2,763. The fair value is estimated to be JP¥2,299, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.分析記事 • Dec 29What EXEO Group, Inc.'s (TSE:1951) P/E Is Not Telling YouEXEO Group, Inc.'s ( TSE:1951 ) price-to-earnings (or "P/E") ratio of 17.3x might make it look like a sell right now...Price Target Changed • Dec 22Price target increased by 12% to JP¥2,560Up from JP¥2,285, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,480. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥159 for next year compared to JP¥129 last year.分析記事 • Dec 14EXEO Group (TSE:1951) Has Announced A Dividend Of ¥33.00EXEO Group, Inc.'s ( TSE:1951 ) investors are due to receive a payment of ¥33.00 per share on 26th of June. This takes...お知らせ • Dec 13EXEO Group, Inc. to Report Q3, 2026 Results on Feb 06, 2026EXEO Group, Inc. announced that they will report Q3, 2026 results on Feb 06, 2026分析記事 • Nov 29EXEO Group (TSE:1951) Will Pay A Dividend Of ¥33.00EXEO Group, Inc.'s ( TSE:1951 ) investors are due to receive a payment of ¥33.00 per share on 26th of June. Based on...Declared Dividend • Nov 29First half dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (44% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). 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 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 12Estimating The Intrinsic Value Of EXEO Group, Inc. (TSE:1951)Key Insights Using the 2 Stage Free Cash Flow to Equity, EXEO Group fair value estimate is JP¥2,381 EXEO Group's...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥31.97 (vs JP¥15.78 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.97 (up from JP¥15.78 in 2Q 2025). Revenue: JP¥182.7b (up 23% from 2Q 2025). Net income: JP¥6.57b (up 100% from 2Q 2025). Profit margin: 3.6% (up from 2.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% 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 9% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 28EXEO Group (TSE:1951) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Sep 25EXEO Group's (TSE:1951) Upcoming Dividend Will Be Larger Than Last Year'sEXEO Group, Inc. ( TSE:1951 ) has announced that it will be increasing its dividend from last year's comparable payment...お知らせ • Sep 14EXEO Group, Inc. to Report Q2, 2026 Results on Nov 07, 2025EXEO Group, Inc. announced that they will report Q2, 2026 results on Nov 07, 2025分析記事 • Sep 05EXEO Group's (TSE:1951) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of EXEO Group, Inc. ( TSE:1951 ) has announced that it will be paying its dividend of ¥33.00 on the 1st of...分析記事 • Aug 22EXEO Group's (TSE:1951) Dividend Will Be Increased To ¥33.00EXEO Group, Inc. ( TSE:1951 ) has announced that it will be increasing its dividend from last year's comparable payment...Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥17.81 (vs JP¥14.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥17.81 (up from JP¥14.37 in 1Q 2025). Revenue: JP¥138.6b (up 11% from 1Q 2025). Net income: JP¥3.67b (up 22% from 1Q 2025). Profit margin: 2.6% (up from 2.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% 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 increased by 25% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 08EXEO Group (TSE:1951) Has Announced That It Will Be Increasing Its Dividend To ¥33.00EXEO Group, Inc.'s ( TSE:1951 ) dividend will be increasing from last year's payment of the same period to ¥33.00 on...分析記事 • Jul 23EXEO Group's (TSE:1951) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of EXEO Group, Inc. ( TSE:1951 ) has announced that it will be paying its dividend of ¥33.00 on the 1st of...Buy Or Sell Opportunity • Jul 18Now 20% undervaluedOver the last 90 days, the stock has risen 17% to JP¥1,927. The fair value is estimated to be JP¥2,414, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has declined by 3.0%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 4.5% per annum over the same time period.分析記事 • Jul 09EXEO Group's (TSE:1951) Dividend Will Be Increased To ¥33.00EXEO Group, Inc. ( TSE:1951 ) will increase its dividend from last year's comparable payment on the 1st of December to...Declared Dividend • Jul 09Final dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (62% 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 • Jun 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥129 (up from JP¥94.76 in FY 2024). Revenue: JP¥670.8b (up 9.2% from FY 2024). Net income: JP¥26.9b (up 34% from FY 2024). Profit margin: 4.0% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.6%. Revenue is forecast to grow 2.9% 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 fallen by 3% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • Jun 14EXEO Group, Inc. to Report Q1, 2026 Results on Aug 08, 2025EXEO Group, Inc. announced that they will report Q1, 2026 results at 3:00 PM, Tokyo Standard Time on Aug 08, 2025分析記事 • May 13EXEO Group, Inc. Just Recorded A 8.6% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, EXEO Group, Inc. ( TSE:1951 ) came out with a strong set of full-year numbers that could potentially lead...Reported Earnings • May 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥129 (up from JP¥94.76 in FY 2024). Revenue: JP¥670.8b (up 9.2% from FY 2024). Net income: JP¥26.9b (up 34% from FY 2024). Profit margin: 4.0% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.6%. Revenue is forecast to grow 1.4% 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 fallen by 3% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • May 10EXEO Group, Inc. (TSE:1951) announces an Equity Buyback for 2,400,000 shares, representing 1.16% for ¥3,000 million.EXEO Group, Inc. (TSE:1951) announces a share repurchase program. Under the program, the company will repurchase 2,400,000 shares, representing 1.16% of its share capital (excluding treasury shares), for ¥3,000 million. The purpose of the program is to enhance shareholders’ return by facilitating flexible implementation of capital policy and enhancing capital efficiency. The program will run until March 31, 2026. As of April 30, 2025, the company had 206,281,438 shares outstanding (excluding treasury shares) and 2,343,400 shares in treasury.お知らせ • May 09EXEO Group, Inc., Annual General Meeting, Jun 25, 2025EXEO Group, Inc., Annual General Meeting, Jun 25, 2025.分析記事 • May 07Is EXEO Group (TSE:1951) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Apr 30EXEO Group, Inc. (TSE:1951) agreed to acquire remaining 13.41% stake in Procurri Corporation Limited (SGX:BVQ)EXEO Group, Inc. (TSE:1951) agreed to acquire remaining 13.41% stake in Procurri Corporation Limited (SGX:BVQ) on April 28, 2025. A cash consideration valued at SGD 0.32 per share will be paid by EXEO Group, Inc. Upon completion, EXEO Group, Inc. will own 100% stake in Procurri Corporation Limited. ZICO Capital Pte. Ltd. acted as financial advisor for EXEO Group, Inc.分析記事 • Apr 15EXEO Group, Inc.'s (TSE:1951) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider EXEO...Upcoming Dividend • Mar 21Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.3%).お知らせ • Mar 15EXEO Group, Inc. to Report Fiscal Year 2025 Results on May 09, 2025EXEO Group, Inc. announced that they will report fiscal year 2025 results on May 09, 2025お知らせ • Feb 10EXEO Group, Inc. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2025EXEO Group, Inc. provided consolidated earnings guidance for the full year ending March 31, 2025. For the year, the company expects net sales to be JPY 660,000 million, operating profit to be JPY 40,000 million, profit attributable to owners of parent to be JPY 25,600 million and earnings per share to be JPY 122.94.Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥24.92 (up from JP¥17.30 in 3Q 2024). Revenue: JP¥165.8b (up 20% from 3Q 2024). Net income: JP¥5.18b (up 42% from 3Q 2024). Profit margin: 3.1% (up from 2.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.1%. Revenue is forecast to grow 2.7% 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 fallen by 9% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Feb 07EXEO Group, Inc. (TSE:1951) announces an Equity Buyback for 2,400,000 shares, representing 1.16% for ¥3,000 million.EXEO Group, Inc. (TSE:1951) announces a share repurchase program. Under the program, the company will repurchase 2,400,000 shares, representing 1.16% of its share capital (excluding treasury shares), for ¥3,000 million. The purpose of the program is to enhance shareholders’ return by facilitating flexible implementation of capital policy and enhancing capital efficiency. The program will run until June 30, 2025. As of January 31, 2025, the company had 207,143,086 shares outstanding (excluding treasury shares) and 1,481,752 shares in treasury.お知らせ • Dec 14EXEO Group, Inc. to Report Q3, 2025 Results on Feb 07, 2025EXEO Group, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025Declared Dividend • Nov 30First half dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 18% 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 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 28Returns On Capital Signal Tricky Times Ahead For EXEO Group (TSE:1951)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Price Target Changed • Nov 27Price target increased by 7.2% to JP¥1,746Up from JP¥1,629, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥1,767. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥113 for next year compared to JP¥94.76 last year.Reported Earnings • Nov 10Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: JP¥15.78 (down from JP¥22.29 in 2Q 2024). Revenue: JP¥148.1b (up 5.2% from 2Q 2024). Net income: JP¥3.29b (down 30% from 2Q 2024). Profit margin: 2.2% (down from 3.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 2.7% 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 fallen by 10% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.分析記事 • Oct 22Risks To Shareholder Returns Are Elevated At These Prices For EXEO Group, Inc. (TSE:1951)EXEO Group, Inc.'s ( TSE:1951 ) price-to-earnings (or "P/E") ratio of 15.5x might make it look like a sell right now...Upcoming Dividend • Sep 20Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 28 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.3%).分析記事 • Sep 16Here's Why EXEO Group (TSE:1951) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Sep 14EXEO Group, Inc. to Report Q2, 2025 Results on Nov 08, 2024EXEO Group, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024分析記事 • Aug 29A Look At The Fair Value Of EXEO Group, Inc. (TSE:1951)Key Insights EXEO Group's estimated fair value is JP¥1,528 based on 2 Stage Free Cash Flow to Equity Current share...Reported Earnings • Aug 13First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: JP¥14.37 (up from JP¥12.27 in 1Q 2024). Revenue: JP¥125.4b (flat on 1Q 2024). Net income: JP¥3.01b (up 15% from 1Q 2024). Profit margin: 2.4% (up from 2.1% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 59%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.1% 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 increased by 4% per year, which means it is well ahead of earnings.分析記事 • Aug 08Capital Allocation Trends At EXEO Group (TSE:1951) Aren't IdealWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,381, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Construction industry in Japan. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,509 per share.Buy Or Sell Opportunity • Jul 29Now 21% overvaluedOver the last 90 days, the stock has fallen 5.4% to JP¥1,628. The fair value is estimated to be JP¥1,341, 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 declined by 7.1%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 27th September 2024 Payment date: 28th November 2024 Dividend yield will be 5.6%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 18% 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 decline by 27% over the next 3 years. However, it would need to fall by 42% to increase the payout ratio to a potentially unsustainable range.Buy Or Sell Opportunity • Jul 11Now 20% overvaluedOver the last 90 days, the stock has fallen 2.5% to JP¥1,622. The fair value is estimated to be JP¥1,346, 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 3.9%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.分析記事 • Jul 03Subdued Growth No Barrier To EXEO Group, Inc.'s (TSE:1951) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider EXEO...Buy Or Sell Opportunity • Jul 02Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,611. The fair value is estimated to be JP¥1,334, 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 declined by 7.1%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.お知らせ • Jun 17EXEO Group, Inc. to Report Q1, 2025 Results on Aug 09, 2024EXEO Group, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024お知らせ • May 28EXEO Group, Inc. Announces Management ChangesEXEO Group, Inc. at a meeting of the Board of Directors held on May 24, 2024 announced Changes in officers. Director to retire: Director and Managing Operating Officer, Takafumi Sakaguchi (Scheduled to remain in the position of President and Representative Director, Seibu Electrical Industry Co. Ltd.), effective June 26, 2024. Audit & Supervisory Board Members to retire (Effective June 26, 2024): Yasuo Otsubo (Scheduled to be the Companys special adviser), Shinnosuke Yamada. Operating Officers to retire (Effective June 14, 2024): Kazuhiro Kawazoe, Operating Officer (Scheduled to be Representative Director and Executive President, Nippon Dentsu Co. Ltd.) Operating Officers to retire (Effective June 26, 2024): Yuji Sato, Managing Operating Officer (Scheduled to be the Companys Executive Fellow), Hideki Obara, Managing Operating Officer (Scheduled to be Advisor, Daiwa Densetsu Corp.), Kosei Nakashima, Managing Operating Officer, (Scheduled to be President, S-LINKCOM CORPORATION and the Company's special adviser). Masahiro Kikuchi, Operating Officer (Scheduled to be the Company's special adviser), Mitsuhisa Iwai, Operating Officer (Scheduled to remain in the position of President and Representative Director, WHERE, Inc.), Naruhiko Yamada, Operating Officer, (Scheduled to be the Companys Auditor).お知らせ • May 15+ 1 more updateExeo Group, Inc. Announces Dividend for the Year Ended March 31, 2024, Payable on June 27, 2024; Provides Dividend Guidance for the Second Quarter and Full Year Ending March 31, 2025EXEO Group, Inc. announced dividend of JPY 60.00 per share for the year ended March 31, 2024, against JPY 51.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments: June 27, 2024.The company provided dividend guidance for the second quarter and full year ending March 31, 2025. For the quarter, the company expects dividend of JPY 31.00 per share. For the year, the company expects dividend of JPY 31.00 per share.Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥190. Revenue: JP¥614.1b (down 2.2% from FY 2023). Net income: JP¥20.1b (down 9.8% from FY 2023). Profit margin: 3.3% (down from 3.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 77%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Construction industry in Japan.お知らせ • May 12EXEO Group, Inc., Annual General Meeting, Jun 26, 2024EXEO Group, Inc., Annual General Meeting, Jun 26, 2024.お知らせ • May 11EXEO Group, Inc. (TSE:1951) announces an Equity Buyback for 2,500,000 shares, representing 1.19% for ¥3,000 million.EXEO Group, Inc. (TSE:1951) announces a share repurchase program. Under the program, the company will repurchase 2,500,000 shares, representing 1.19% of its share capital (excluding treasury shares), for ¥3,000 million. The purpose of the program is to improve shareholder returns by implementing flexible capital policies and improving capital efficiency. The program will run until March 31, 2025. As of April 30, 2024, the company had 209,577,078 shares outstanding (excluding treasury shares) and 4,047,760 shares in treasury.Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.7%).分析記事 • Mar 18EXEO Group's (TSE:1951) Dividend Will Be ¥60.00EXEO Group, Inc. ( TSE:1951 ) has announced that it will pay a dividend of ¥60.00 per share on the 26th of June. This...お知らせ • Mar 17EXEO Group, Inc. to Report Fiscal Year 2024 Results on May 10, 2024EXEO Group, Inc. announced that they will report fiscal year 2024 results on May 10, 2024Buy Or Sell Opportunity • Mar 11Now 22% undervaluedOver the last 90 days, the stock has risen 1.8% to JP¥3,197. The fair value is estimated to be JP¥4,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 2.8% per annum over the same time period.分析記事 • Feb 27EXEO Group (TSE:1951) Will Pay A Dividend Of ¥60.00EXEO Group, Inc. ( TSE:1951 ) will pay a dividend of ¥60.00 on the 26th of June. This makes the dividend yield 3.8...お知らせ • Feb 14EXEO Group, Inc. Provides Dividend Guidance for the Year Ending March 31, 2024EXEO Group, Inc. provided dividend guidance for the year ending March 31, 2024. For the year, the company expects dividend of JPY 60.00 per share against JPY 51.00 per share a year ago.Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥34.59 (down from JP¥38.65 in 3Q 2023). Revenue: JP¥138.2b (down 9.2% from 3Q 2023). Net income: JP¥3.65b (down 13% from 3Q 2023). Profit margin: 2.6% (down from 2.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 3.0% 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 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Feb 09EXEO Group, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024EXEO Group, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company revised net sales of JPY 610,000 million, operating profit of JPY 30,000 million, profit attributable to owners of parent of JPY 23,600 million and earnings per share from JPY 223.87 compared to previous guidance of net sales of JPY 630,000 million, operating profit of JPY 34,000 million, profit attributable to owners of parent of JPY 23,600 million and earnings per share from JPY 223.87 provided earlier.Buy Or Sell Opportunity • Jan 26Now 21% undervaluedOver the last 90 days, the stock has risen 4.5% to JP¥3,191. The fair value is estimated to be JP¥4,026, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 3.7%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 1.4% per annum over the same time period.Buying Opportunity • Jan 16Now 20% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be JP¥4,022, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 3.7%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings is also forecast to grow by 1.4% per annum over the same time period.お知らせ • Dec 17EXEO Group, Inc. to Report Q3, 2024 Results on Feb 09, 2024EXEO Group, Inc. announced that they will report Q3, 2024 results on Feb 09, 2024お知らせ • Nov 15+ 1 more updateEXEO Group, Inc. Announces Dividend for the Second Quarter of Year Ending March 31, 2024, payable on November 28, 2023 and provides dividend guidance for the year ending March 31, 2024EXEO Group, Inc. announced the dividend of JPY 60.00 per share for the second quarter of year ending March 31, 2024, payable on November 28, 2023 against JPY 51.00 per share a year ago.Provided dividend guidance for the year ending March 31, 2024. For the year, the company expects dividend of JPY 60.00 per share against JPY 51.00 per share a year ago.New Risk • Nov 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (3.0%).お知らせ • Sep 17EXEO Group, Inc. to Report Q2, 2024 Results on Nov 10, 2023EXEO Group, Inc. announced that they will report Q2, 2024 results on Nov 10, 2023Price Target Changed • Sep 07Price target increased by 7.1% to JP¥2,866Up from JP¥2,676, the current price target is an average from 5 analysts. New target price is 9.6% below last closing price of JP¥3,169. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥225 for next year compared to JP¥205 last year.Price Target Changed • Aug 23Price target increased by 10.0% to JP¥2,756Up from JP¥2,506, the current price target is an average from 5 analysts. New target price is 8.8% below last closing price of JP¥3,021. Stock is up 40% over the past year. The company is forecast to post earnings per share of JP¥223 for next year compared to JP¥205 last year.お知らせ • Aug 17EXEO Group, Inc. Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending March 31, 2024EXEO Group, Inc. provided dividend guidance for the second quarter and full year of fiscal year ending March 31, 2024. For the quarter, the company expects to pay dividend of JPY 60 per share. For the year, the company expects to pay dividend of JPY 60 per share.Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥24.54 (vs JP¥26.56 in 1Q 2023)First quarter 2024 results: EPS: JP¥24.54 (down from JP¥26.56 in 1Q 2023). Revenue: JP¥124.4b (up 2.9% from 1Q 2023). Net income: JP¥2.62b (down 10% from 1Q 2023). Profit margin: 2.1% (down from 2.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.2% 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 8% per year whereas the company’s share price has increased by 3% per year.お知らせ • Aug 12EXEO Group, Inc. Provides Consolidated and Non-Consolidated Earnings Guidance for the Fiscal Year 2023EXEO Group, Inc. provided consolidated and non-consolidated earnings guidance for the fiscal year 2023. For the year, on consolidated basis, the company expects net sales of JPY 630.0 billion, operating profit of JPY 34.0 billion and profit attributable to owners of parent of JPY 23.6 billion. For the year, on non-consolidated basis, the company expects net sales of JPY 280.0 billion, operating profit of JPY 10.1 billion and profit of JPY 20.3 billion.お知らせ • Jun 17EXEO Group, Inc. to Report Q1, 2024 Results on Aug 10, 2023EXEO Group, Inc. announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • May 16+ 3 more updatesEXEO Group, Inc., Annual General Meeting, Jun 23, 2023EXEO Group, Inc., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥205 (down from JP¥251 in FY 2022). Revenue: JP¥627.6b (up 5.5% from FY 2022). Net income: JP¥22.2b (down 20% from FY 2022). Profit margin: 3.5% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Revenue is forecast to grow 1.1% 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 increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.株主還元1951JP ConstructionJP 市場7D-1.9%-7.0%1.2%1Y50.1%55.4%42.1%株主還元を見る業界別リターン: 1951過去 1 年間で55.4 % の収益を上げたJP Construction業界を下回りました。リターン対市場: 1951過去 1 年間で42.1 % の収益を上げたJP市場を上回りました。価格変動Is 1951's price volatile compared to industry and market?1951 volatility1951 Average Weekly Movement4.4%Construction Industry Average Movement5.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.5%安定した株価: 1951 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1951の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト194617,260Keigo Kajimurawww.exeo.co.jp株式会社エクセオグループは、通信、電力、土木、環境に関するサービスを日本で提供している。通信キャリア事業、都市インフラ事業、システムソリューション事業を展開。通信インフラ、ネットワーク、電力、モバイルなど、通信事業者の各種通信設備の企画、設計、運用、保守を行う。また、電気設備、データセンター関連電気工事のエンジニアリング・ソリューション、太陽光発電所のEPCサービス、無電柱化工事、地下埋設物の設置・交換・更新工事、地下埋設物のメンテナンス工事、廃棄物処理技術、再生可能エネルギー技術、水処理技術の建設・運営なども行っている。また、通信キャリアや金融・製造業向けクラウド型企業通信ネットワークシステム、各種企業システムの開発・保守・運用も手掛ける。旧社名は協和エクシオ株式会社で、2021年10月に社名を株式会社EXEOグループに変更した。株式会社EXEOグループは1946年に設立され、東京に本社を置いている。もっと見るEXEO Group, Inc. 基礎のまとめEXEO Group の収益と売上を時価総額と比較するとどうか。1951 基礎統計学時価総額JP¥561.47b収益（TTM）JP¥31.03b売上高(TTM)JP¥787.72b18.1xPER（株価収益率0.7xP/Sレシオ1951 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1951 損益計算書（TTM）収益JP¥787.72b売上原価JP¥673.04b売上総利益JP¥114.67bその他の費用JP¥83.64b収益JP¥31.03b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）152.21グロス・マージン14.56%純利益率3.94%有利子負債／自己資本比率39.6%1951 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.4%現在の配当利回り38%配当性向1951 配当は確実ですか？1951 配当履歴とベンチマークを見る1951 、いつまでに購入すれば配当金を受け取れますか？EXEO Group 配当日配当落ち日Mar 30 2026配当支払日Jun 26 2026配当落ちまでの日数57 days配当支払日までの日数31 days1951 配当は確実ですか？1951 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 21:33終値2026/05/25 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EXEO Group, Inc. 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。7 アナリスト機関Hideaki TeraokaDaiwa Securities Co. Ltd.Yoshihiro NakagawaMizuho Securities Co., Ltd.Ryou YagiMorgan Stanley4 その他のアナリストを表示
Buy Or Sell Opportunity • 13hNow 23% overvaluedOver the last 90 days, the stock has fallen 4.4% to JP¥2,762. The fair value is estimated to be JP¥2,239, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are forecast to grow by 5.3% per annum over the same time period.
ライブニュース • May 19EXEO Group Moves Data Center Operations Forward With BE Networks AI-Driven PlatformEXEO Group has completed a six-month Proof of Concept with BE Networks and placed a production order for the Verity orchestration and lifecycle management platform. Verity will be used to run EXEO’s next-generation data centers and AI network infrastructure, covering automated fabric design, Zero Touch Provisioning, overlay configuration management, and fabric monitoring. The rollout includes BE Networks’ SensAI platform for live AI-driven network operations, marking its first deployment in Japan. This move points to EXEO leaning further into software-driven and AI-supported network operations, which could influence how efficiently it runs and scales its data center and AI infrastructure projects. Investors may want to watch how quickly EXEO rolls out this platform across its operations and whether it leads to new service offerings or partnerships tied to AI and data center build-outs.
Reported Earnings • May 14Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥151 (up from JP¥129 in FY 2025). Revenue: JP¥787.7b (up 17% from FY 2025). Net income: JP¥31.0b (up 16% from FY 2025). Profit margin: 3.9% (down from 4.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% 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 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13EXEO Group, Inc., Annual General Meeting, Jun 25, 2026EXEO Group, Inc., Annual General Meeting, Jun 25, 2026.
Buy Or Sell Opportunity • Apr 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.6% to JP¥2,840. The fair value is estimated to be JP¥2,357, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.
Buy Or Sell Opportunity • Apr 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.7% to JP¥2,849. The fair value is estimated to be JP¥2,372, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.
Buy Or Sell Opportunity • 13hNow 23% overvaluedOver the last 90 days, the stock has fallen 4.4% to JP¥2,762. The fair value is estimated to be JP¥2,239, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are forecast to grow by 5.3% per annum over the same time period.
ライブニュース • May 19EXEO Group Moves Data Center Operations Forward With BE Networks AI-Driven PlatformEXEO Group has completed a six-month Proof of Concept with BE Networks and placed a production order for the Verity orchestration and lifecycle management platform. Verity will be used to run EXEO’s next-generation data centers and AI network infrastructure, covering automated fabric design, Zero Touch Provisioning, overlay configuration management, and fabric monitoring. The rollout includes BE Networks’ SensAI platform for live AI-driven network operations, marking its first deployment in Japan. This move points to EXEO leaning further into software-driven and AI-supported network operations, which could influence how efficiently it runs and scales its data center and AI infrastructure projects. Investors may want to watch how quickly EXEO rolls out this platform across its operations and whether it leads to new service offerings or partnerships tied to AI and data center build-outs.
Reported Earnings • May 14Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥151 (up from JP¥129 in FY 2025). Revenue: JP¥787.7b (up 17% from FY 2025). Net income: JP¥31.0b (up 16% from FY 2025). Profit margin: 3.9% (down from 4.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% 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 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13EXEO Group, Inc., Annual General Meeting, Jun 25, 2026EXEO Group, Inc., Annual General Meeting, Jun 25, 2026.
Buy Or Sell Opportunity • Apr 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.6% to JP¥2,840. The fair value is estimated to be JP¥2,357, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.
Buy Or Sell Opportunity • Apr 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.7% to JP¥2,849. The fair value is estimated to be JP¥2,372, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.
お知らせ • Apr 01EXEO Group, Inc. to Report Fiscal Year 2026 Results on May 13, 2026EXEO Group, Inc. announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.4%).
Buy Or Sell Opportunity • Feb 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥2,808. The fair value is estimated to be JP¥2,310, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 0.3% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥45.25 (vs JP¥24.92 in 3Q 2025)Third quarter 2026 results: EPS: JP¥45.25 (up from JP¥24.92 in 3Q 2025). Revenue: JP¥199.7b (up 20% from 3Q 2025). Net income: JP¥9.28b (up 79% from 3Q 2025). Profit margin: 4.6% (up from 3.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat 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 16% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 06EXEO Group (TSE:1951) Has Announced A Dividend Of ¥33.00EXEO Group, Inc. ( TSE:1951 ) will pay a dividend of ¥33.00 on the 26th of June. This takes the annual payment to 2.4...
お知らせ • Feb 06EXEO Group, Inc. (TSE:1951) announces an Equity Buyback for 2,000,000 shares, representing 0.98% for ¥4,000 million.EXEO Group, Inc. (TSE:1951) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 0.98% of its share capital (excluding treasury shares), for ¥4,000 million. The purpose of the program is to enhance shareholders’ return by facilitating flexible implementation of capital policy and enhancing capital efficiency. The program will run until June 30, 2026. As of January 31, 2026, the company had 204,587,611 shares outstanding (excluding treasury shares) and 4,037,227 shares in treasury.
Buy Or Sell Opportunity • Jan 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to JP¥2,763. The fair value is estimated to be JP¥2,299, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.
分析記事 • Dec 29What EXEO Group, Inc.'s (TSE:1951) P/E Is Not Telling YouEXEO Group, Inc.'s ( TSE:1951 ) price-to-earnings (or "P/E") ratio of 17.3x might make it look like a sell right now...
Price Target Changed • Dec 22Price target increased by 12% to JP¥2,560Up from JP¥2,285, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,480. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥159 for next year compared to JP¥129 last year.
分析記事 • Dec 14EXEO Group (TSE:1951) Has Announced A Dividend Of ¥33.00EXEO Group, Inc.'s ( TSE:1951 ) investors are due to receive a payment of ¥33.00 per share on 26th of June. This takes...
お知らせ • Dec 13EXEO Group, Inc. to Report Q3, 2026 Results on Feb 06, 2026EXEO Group, Inc. announced that they will report Q3, 2026 results on Feb 06, 2026
分析記事 • Nov 29EXEO Group (TSE:1951) Will Pay A Dividend Of ¥33.00EXEO Group, Inc.'s ( TSE:1951 ) investors are due to receive a payment of ¥33.00 per share on 26th of June. Based on...
Declared Dividend • Nov 29First half dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (44% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). 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 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 12Estimating The Intrinsic Value Of EXEO Group, Inc. (TSE:1951)Key Insights Using the 2 Stage Free Cash Flow to Equity, EXEO Group fair value estimate is JP¥2,381 EXEO Group's...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥31.97 (vs JP¥15.78 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.97 (up from JP¥15.78 in 2Q 2025). Revenue: JP¥182.7b (up 23% from 2Q 2025). Net income: JP¥6.57b (up 100% from 2Q 2025). Profit margin: 3.6% (up from 2.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% 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 9% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 28EXEO Group (TSE:1951) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Sep 25EXEO Group's (TSE:1951) Upcoming Dividend Will Be Larger Than Last Year'sEXEO Group, Inc. ( TSE:1951 ) has announced that it will be increasing its dividend from last year's comparable payment...
お知らせ • Sep 14EXEO Group, Inc. to Report Q2, 2026 Results on Nov 07, 2025EXEO Group, Inc. announced that they will report Q2, 2026 results on Nov 07, 2025
分析記事 • Sep 05EXEO Group's (TSE:1951) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of EXEO Group, Inc. ( TSE:1951 ) has announced that it will be paying its dividend of ¥33.00 on the 1st of...
分析記事 • Aug 22EXEO Group's (TSE:1951) Dividend Will Be Increased To ¥33.00EXEO Group, Inc. ( TSE:1951 ) has announced that it will be increasing its dividend from last year's comparable payment...
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥17.81 (vs JP¥14.37 in 1Q 2025)First quarter 2026 results: EPS: JP¥17.81 (up from JP¥14.37 in 1Q 2025). Revenue: JP¥138.6b (up 11% from 1Q 2025). Net income: JP¥3.67b (up 22% from 1Q 2025). Profit margin: 2.6% (up from 2.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% 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 increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 08EXEO Group (TSE:1951) Has Announced That It Will Be Increasing Its Dividend To ¥33.00EXEO Group, Inc.'s ( TSE:1951 ) dividend will be increasing from last year's payment of the same period to ¥33.00 on...
分析記事 • Jul 23EXEO Group's (TSE:1951) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of EXEO Group, Inc. ( TSE:1951 ) has announced that it will be paying its dividend of ¥33.00 on the 1st of...
Buy Or Sell Opportunity • Jul 18Now 20% undervaluedOver the last 90 days, the stock has risen 17% to JP¥1,927. The fair value is estimated to be JP¥2,414, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has declined by 3.0%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 4.5% per annum over the same time period.
分析記事 • Jul 09EXEO Group's (TSE:1951) Dividend Will Be Increased To ¥33.00EXEO Group, Inc. ( TSE:1951 ) will increase its dividend from last year's comparable payment on the 1st of December to...
Declared Dividend • Jul 09Final dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (62% 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 • Jun 29Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥129 (up from JP¥94.76 in FY 2024). Revenue: JP¥670.8b (up 9.2% from FY 2024). Net income: JP¥26.9b (up 34% from FY 2024). Profit margin: 4.0% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.6%. Revenue is forecast to grow 2.9% 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 fallen by 3% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • Jun 14EXEO Group, Inc. to Report Q1, 2026 Results on Aug 08, 2025EXEO Group, Inc. announced that they will report Q1, 2026 results at 3:00 PM, Tokyo Standard Time on Aug 08, 2025
分析記事 • May 13EXEO Group, Inc. Just Recorded A 8.6% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, EXEO Group, Inc. ( TSE:1951 ) came out with a strong set of full-year numbers that could potentially lead...
Reported Earnings • May 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥129 (up from JP¥94.76 in FY 2024). Revenue: JP¥670.8b (up 9.2% from FY 2024). Net income: JP¥26.9b (up 34% from FY 2024). Profit margin: 4.0% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 8.6%. Revenue is forecast to grow 1.4% 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 fallen by 3% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • May 10EXEO Group, Inc. (TSE:1951) announces an Equity Buyback for 2,400,000 shares, representing 1.16% for ¥3,000 million.EXEO Group, Inc. (TSE:1951) announces a share repurchase program. Under the program, the company will repurchase 2,400,000 shares, representing 1.16% of its share capital (excluding treasury shares), for ¥3,000 million. The purpose of the program is to enhance shareholders’ return by facilitating flexible implementation of capital policy and enhancing capital efficiency. The program will run until March 31, 2026. As of April 30, 2025, the company had 206,281,438 shares outstanding (excluding treasury shares) and 2,343,400 shares in treasury.
お知らせ • May 09EXEO Group, Inc., Annual General Meeting, Jun 25, 2025EXEO Group, Inc., Annual General Meeting, Jun 25, 2025.
分析記事 • May 07Is EXEO Group (TSE:1951) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Apr 30EXEO Group, Inc. (TSE:1951) agreed to acquire remaining 13.41% stake in Procurri Corporation Limited (SGX:BVQ)EXEO Group, Inc. (TSE:1951) agreed to acquire remaining 13.41% stake in Procurri Corporation Limited (SGX:BVQ) on April 28, 2025. A cash consideration valued at SGD 0.32 per share will be paid by EXEO Group, Inc. Upon completion, EXEO Group, Inc. will own 100% stake in Procurri Corporation Limited. ZICO Capital Pte. Ltd. acted as financial advisor for EXEO Group, Inc.
分析記事 • Apr 15EXEO Group, Inc.'s (TSE:1951) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider EXEO...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.3%).
お知らせ • Mar 15EXEO Group, Inc. to Report Fiscal Year 2025 Results on May 09, 2025EXEO Group, Inc. announced that they will report fiscal year 2025 results on May 09, 2025
お知らせ • Feb 10EXEO Group, Inc. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2025EXEO Group, Inc. provided consolidated earnings guidance for the full year ending March 31, 2025. For the year, the company expects net sales to be JPY 660,000 million, operating profit to be JPY 40,000 million, profit attributable to owners of parent to be JPY 25,600 million and earnings per share to be JPY 122.94.
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥24.92 (up from JP¥17.30 in 3Q 2024). Revenue: JP¥165.8b (up 20% from 3Q 2024). Net income: JP¥5.18b (up 42% from 3Q 2024). Profit margin: 3.1% (up from 2.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.1%. Revenue is forecast to grow 2.7% 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 fallen by 9% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Feb 07EXEO Group, Inc. (TSE:1951) announces an Equity Buyback for 2,400,000 shares, representing 1.16% for ¥3,000 million.EXEO Group, Inc. (TSE:1951) announces a share repurchase program. Under the program, the company will repurchase 2,400,000 shares, representing 1.16% of its share capital (excluding treasury shares), for ¥3,000 million. The purpose of the program is to enhance shareholders’ return by facilitating flexible implementation of capital policy and enhancing capital efficiency. The program will run until June 30, 2025. As of January 31, 2025, the company had 207,143,086 shares outstanding (excluding treasury shares) and 1,481,752 shares in treasury.
お知らせ • Dec 14EXEO Group, Inc. to Report Q3, 2025 Results on Feb 07, 2025EXEO Group, Inc. announced that they will report Q3, 2025 results on Feb 07, 2025
Declared Dividend • Nov 30First half dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 18% 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 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 28Returns On Capital Signal Tricky Times Ahead For EXEO Group (TSE:1951)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Price Target Changed • Nov 27Price target increased by 7.2% to JP¥1,746Up from JP¥1,629, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥1,767. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥113 for next year compared to JP¥94.76 last year.
Reported Earnings • Nov 10Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: JP¥15.78 (down from JP¥22.29 in 2Q 2024). Revenue: JP¥148.1b (up 5.2% from 2Q 2024). Net income: JP¥3.29b (down 30% from 2Q 2024). Profit margin: 2.2% (down from 3.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 2.7% 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 fallen by 10% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
分析記事 • Oct 22Risks To Shareholder Returns Are Elevated At These Prices For EXEO Group, Inc. (TSE:1951)EXEO Group, Inc.'s ( TSE:1951 ) price-to-earnings (or "P/E") ratio of 15.5x might make it look like a sell right now...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 28 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.3%).
分析記事 • Sep 16Here's Why EXEO Group (TSE:1951) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Sep 14EXEO Group, Inc. to Report Q2, 2025 Results on Nov 08, 2024EXEO Group, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024
分析記事 • Aug 29A Look At The Fair Value Of EXEO Group, Inc. (TSE:1951)Key Insights EXEO Group's estimated fair value is JP¥1,528 based on 2 Stage Free Cash Flow to Equity Current share...
Reported Earnings • Aug 13First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: JP¥14.37 (up from JP¥12.27 in 1Q 2024). Revenue: JP¥125.4b (flat on 1Q 2024). Net income: JP¥3.01b (up 15% from 1Q 2024). Profit margin: 2.4% (up from 2.1% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 59%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.1% 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 increased by 4% per year, which means it is well ahead of earnings.
分析記事 • Aug 08Capital Allocation Trends At EXEO Group (TSE:1951) Aren't IdealWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,381, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Construction industry in Japan. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,509 per share.
Buy Or Sell Opportunity • Jul 29Now 21% overvaluedOver the last 90 days, the stock has fallen 5.4% to JP¥1,628. The fair value is estimated to be JP¥1,341, 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 declined by 7.1%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥31.00 announcedShareholders will receive a dividend of JP¥31.00. Ex-date: 27th September 2024 Payment date: 28th November 2024 Dividend yield will be 5.6%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 18% 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 decline by 27% over the next 3 years. However, it would need to fall by 42% to increase the payout ratio to a potentially unsustainable range.
Buy Or Sell Opportunity • Jul 11Now 20% overvaluedOver the last 90 days, the stock has fallen 2.5% to JP¥1,622. The fair value is estimated to be JP¥1,346, 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 3.9%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
分析記事 • Jul 03Subdued Growth No Barrier To EXEO Group, Inc.'s (TSE:1951) PriceWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider EXEO...
Buy Or Sell Opportunity • Jul 02Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,611. The fair value is estimated to be JP¥1,334, 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 declined by 7.1%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
お知らせ • Jun 17EXEO Group, Inc. to Report Q1, 2025 Results on Aug 09, 2024EXEO Group, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024
お知らせ • May 28EXEO Group, Inc. Announces Management ChangesEXEO Group, Inc. at a meeting of the Board of Directors held on May 24, 2024 announced Changes in officers. Director to retire: Director and Managing Operating Officer, Takafumi Sakaguchi (Scheduled to remain in the position of President and Representative Director, Seibu Electrical Industry Co. Ltd.), effective June 26, 2024. Audit & Supervisory Board Members to retire (Effective June 26, 2024): Yasuo Otsubo (Scheduled to be the Companys special adviser), Shinnosuke Yamada. Operating Officers to retire (Effective June 14, 2024): Kazuhiro Kawazoe, Operating Officer (Scheduled to be Representative Director and Executive President, Nippon Dentsu Co. Ltd.) Operating Officers to retire (Effective June 26, 2024): Yuji Sato, Managing Operating Officer (Scheduled to be the Companys Executive Fellow), Hideki Obara, Managing Operating Officer (Scheduled to be Advisor, Daiwa Densetsu Corp.), Kosei Nakashima, Managing Operating Officer, (Scheduled to be President, S-LINKCOM CORPORATION and the Company's special adviser). Masahiro Kikuchi, Operating Officer (Scheduled to be the Company's special adviser), Mitsuhisa Iwai, Operating Officer (Scheduled to remain in the position of President and Representative Director, WHERE, Inc.), Naruhiko Yamada, Operating Officer, (Scheduled to be the Companys Auditor).
お知らせ • May 15+ 1 more updateExeo Group, Inc. Announces Dividend for the Year Ended March 31, 2024, Payable on June 27, 2024; Provides Dividend Guidance for the Second Quarter and Full Year Ending March 31, 2025EXEO Group, Inc. announced dividend of JPY 60.00 per share for the year ended March 31, 2024, against JPY 51.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments: June 27, 2024.The company provided dividend guidance for the second quarter and full year ending March 31, 2025. For the quarter, the company expects dividend of JPY 31.00 per share. For the year, the company expects dividend of JPY 31.00 per share.
Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥190. Revenue: JP¥614.1b (down 2.2% from FY 2023). Net income: JP¥20.1b (down 9.8% from FY 2023). Profit margin: 3.3% (down from 3.5% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 77%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Construction industry in Japan.
お知らせ • May 12EXEO Group, Inc., Annual General Meeting, Jun 26, 2024EXEO Group, Inc., Annual General Meeting, Jun 26, 2024.
お知らせ • May 11EXEO Group, Inc. (TSE:1951) announces an Equity Buyback for 2,500,000 shares, representing 1.19% for ¥3,000 million.EXEO Group, Inc. (TSE:1951) announces a share repurchase program. Under the program, the company will repurchase 2,500,000 shares, representing 1.19% of its share capital (excluding treasury shares), for ¥3,000 million. The purpose of the program is to improve shareholder returns by implementing flexible capital policies and improving capital efficiency. The program will run until March 31, 2025. As of April 30, 2024, the company had 209,577,078 shares outstanding (excluding treasury shares) and 4,047,760 shares in treasury.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.7%).
分析記事 • Mar 18EXEO Group's (TSE:1951) Dividend Will Be ¥60.00EXEO Group, Inc. ( TSE:1951 ) has announced that it will pay a dividend of ¥60.00 per share on the 26th of June. This...
お知らせ • Mar 17EXEO Group, Inc. to Report Fiscal Year 2024 Results on May 10, 2024EXEO Group, Inc. announced that they will report fiscal year 2024 results on May 10, 2024
Buy Or Sell Opportunity • Mar 11Now 22% undervaluedOver the last 90 days, the stock has risen 1.8% to JP¥3,197. The fair value is estimated to be JP¥4,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 2.8% per annum over the same time period.
分析記事 • Feb 27EXEO Group (TSE:1951) Will Pay A Dividend Of ¥60.00EXEO Group, Inc. ( TSE:1951 ) will pay a dividend of ¥60.00 on the 26th of June. This makes the dividend yield 3.8...
お知らせ • Feb 14EXEO Group, Inc. Provides Dividend Guidance for the Year Ending March 31, 2024EXEO Group, Inc. provided dividend guidance for the year ending March 31, 2024. For the year, the company expects dividend of JPY 60.00 per share against JPY 51.00 per share a year ago.
Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥34.59 (down from JP¥38.65 in 3Q 2023). Revenue: JP¥138.2b (down 9.2% from 3Q 2023). Net income: JP¥3.65b (down 13% from 3Q 2023). Profit margin: 2.6% (down from 2.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 3.0% 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 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Feb 09EXEO Group, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024EXEO Group, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the period, the company revised net sales of JPY 610,000 million, operating profit of JPY 30,000 million, profit attributable to owners of parent of JPY 23,600 million and earnings per share from JPY 223.87 compared to previous guidance of net sales of JPY 630,000 million, operating profit of JPY 34,000 million, profit attributable to owners of parent of JPY 23,600 million and earnings per share from JPY 223.87 provided earlier.
Buy Or Sell Opportunity • Jan 26Now 21% undervaluedOver the last 90 days, the stock has risen 4.5% to JP¥3,191. The fair value is estimated to be JP¥4,026, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 3.7%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 1.4% per annum over the same time period.
Buying Opportunity • Jan 16Now 20% undervaluedOver the last 90 days, the stock is up 6.2%. The fair value is estimated to be JP¥4,022, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 3.7%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings is also forecast to grow by 1.4% per annum over the same time period.
お知らせ • Dec 17EXEO Group, Inc. to Report Q3, 2024 Results on Feb 09, 2024EXEO Group, Inc. announced that they will report Q3, 2024 results on Feb 09, 2024
お知らせ • Nov 15+ 1 more updateEXEO Group, Inc. Announces Dividend for the Second Quarter of Year Ending March 31, 2024, payable on November 28, 2023 and provides dividend guidance for the year ending March 31, 2024EXEO Group, Inc. announced the dividend of JPY 60.00 per share for the second quarter of year ending March 31, 2024, payable on November 28, 2023 against JPY 51.00 per share a year ago.Provided dividend guidance for the year ending March 31, 2024. For the year, the company expects dividend of JPY 60.00 per share against JPY 51.00 per share a year ago.
New Risk • Nov 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (3.0%).
お知らせ • Sep 17EXEO Group, Inc. to Report Q2, 2024 Results on Nov 10, 2023EXEO Group, Inc. announced that they will report Q2, 2024 results on Nov 10, 2023
Price Target Changed • Sep 07Price target increased by 7.1% to JP¥2,866Up from JP¥2,676, the current price target is an average from 5 analysts. New target price is 9.6% below last closing price of JP¥3,169. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥225 for next year compared to JP¥205 last year.
Price Target Changed • Aug 23Price target increased by 10.0% to JP¥2,756Up from JP¥2,506, the current price target is an average from 5 analysts. New target price is 8.8% below last closing price of JP¥3,021. Stock is up 40% over the past year. The company is forecast to post earnings per share of JP¥223 for next year compared to JP¥205 last year.
お知らせ • Aug 17EXEO Group, Inc. Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending March 31, 2024EXEO Group, Inc. provided dividend guidance for the second quarter and full year of fiscal year ending March 31, 2024. For the quarter, the company expects to pay dividend of JPY 60 per share. For the year, the company expects to pay dividend of JPY 60 per share.
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥24.54 (vs JP¥26.56 in 1Q 2023)First quarter 2024 results: EPS: JP¥24.54 (down from JP¥26.56 in 1Q 2023). Revenue: JP¥124.4b (up 2.9% from 1Q 2023). Net income: JP¥2.62b (down 10% from 1Q 2023). Profit margin: 2.1% (down from 2.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.2% 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 8% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Aug 12EXEO Group, Inc. Provides Consolidated and Non-Consolidated Earnings Guidance for the Fiscal Year 2023EXEO Group, Inc. provided consolidated and non-consolidated earnings guidance for the fiscal year 2023. For the year, on consolidated basis, the company expects net sales of JPY 630.0 billion, operating profit of JPY 34.0 billion and profit attributable to owners of parent of JPY 23.6 billion. For the year, on non-consolidated basis, the company expects net sales of JPY 280.0 billion, operating profit of JPY 10.1 billion and profit of JPY 20.3 billion.
お知らせ • Jun 17EXEO Group, Inc. to Report Q1, 2024 Results on Aug 10, 2023EXEO Group, Inc. announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • May 16+ 3 more updatesEXEO Group, Inc., Annual General Meeting, Jun 23, 2023EXEO Group, Inc., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥205 (down from JP¥251 in FY 2022). Revenue: JP¥627.6b (up 5.5% from FY 2022). Net income: JP¥22.2b (down 20% from FY 2022). Profit margin: 3.5% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Revenue is forecast to grow 1.1% 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 increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
