Open Up Group（2154）株式概要株式会社オープンアップグループは、その子会社とともに、日本、イギリスをはじめとする世界各国のメーカー、工務店、IT企業への技術者派遣を行っています。 詳細2154 ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長2/6過去の実績4/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より47.7%で取引されている 収益は年間1.94%増加すると予測されています 過去1年間で収益は23.3%増加しました 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が31.8%上昇するだろうとほぼ一致している。 リスク分析不安定な配当実績 すべてのリスクチェックを見る2154 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¥1.85k6.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0231b2016201920222025202620282031Revenue JP¥231.4bEarnings JP¥18.8bAdvancedSet Fair ValueView all narrativesOpen Up Group Inc. 競合他社MEITEC Group HoldingsSymbol: TSE:9744Market cap: JP¥230.9bJAC RecruitmentSymbol: TSE:2124Market cap: JP¥136.2bUT GroupLtdSymbol: TSE:2146Market cap: JP¥99.0bTimeeSymbol: TSE:215AMarket cap: JP¥112.8b価格と性能株価の高値、安値、推移の概要Open Up Group過去の株価現在の株価JP¥1,846.0052週高値JP¥1,979.0052週安値JP¥1,632.00ベータ0.591ヶ月の変化4.95%3ヶ月変化-0.16%1年変化1.04%3年間の変化-3.70%5年間の変化43.43%IPOからの変化783.25%最新ニュースReported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥38.02 (vs JP¥32.81 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.02 (up from JP¥32.81 in 3Q 2025). Revenue: JP¥41.7b (down 8.9% from 3Q 2025). Net income: JP¥3.23b (up 13% from 3Q 2025). Profit margin: 7.7% (up from 6.2% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 1.5% to JP¥1,815. The fair value is estimated to be JP¥1,509, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 9.8%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 4.6% in the next 2 years.お知らせ • Mar 31Open Up Group Inc. to Report Q3, 2026 Results on May 08, 2026Open Up Group Inc. announced that they will report Q3, 2026 results on May 08, 2026Declared Dividend • Feb 28First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th June 2026 Payment date: 11th September 2026 Dividend yield will be 4.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to JP¥1,913. The fair value is estimated to be JP¥1,571, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 9.8%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 4.6% in the next 2 years.Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥43.59 (vs JP¥40.25 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.59 (up from JP¥40.25 in 2Q 2025). Revenue: JP¥42.4b (down 20% from 2Q 2025). Net income: JP¥3.71b (up 6.0% from 2Q 2025). Profit margin: 8.7% (up from 6.6% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesReported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥38.02 (vs JP¥32.81 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.02 (up from JP¥32.81 in 3Q 2025). Revenue: JP¥41.7b (down 8.9% from 3Q 2025). Net income: JP¥3.23b (up 13% from 3Q 2025). Profit margin: 7.7% (up from 6.2% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 1.5% to JP¥1,815. The fair value is estimated to be JP¥1,509, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 9.8%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 4.6% in the next 2 years.お知らせ • Mar 31Open Up Group Inc. to Report Q3, 2026 Results on May 08, 2026Open Up Group Inc. announced that they will report Q3, 2026 results on May 08, 2026Declared Dividend • Feb 28First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th June 2026 Payment date: 11th September 2026 Dividend yield will be 4.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to JP¥1,913. The fair value is estimated to be JP¥1,571, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 9.8%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 4.6% in the next 2 years.Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥43.59 (vs JP¥40.25 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.59 (up from JP¥40.25 in 2Q 2025). Revenue: JP¥42.4b (down 20% from 2Q 2025). Net income: JP¥3.71b (up 6.0% from 2Q 2025). Profit margin: 8.7% (up from 6.6% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.7% to JP¥1,906. The fair value is estimated to be JP¥1,587, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 6.4% in the next 2 years.Buy Or Sell Opportunity • Jan 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to JP¥1,854. The fair value is estimated to be JP¥1,541, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 6.4% in the next 2 years.Upcoming Dividend • Dec 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 02 March 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).Buy Or Sell Opportunity • Dec 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.6% to JP¥1,864. The fair value is estimated to be JP¥1,546, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 6.4% in the next 2 years.分析記事 • Dec 17Open Up Group (TSE:2154) Will Pay A Dividend Of ¥35.00The board of Open Up Group Inc. ( TSE:2154 ) has announced that it will pay a dividend on the 2nd of March, with...お知らせ • Dec 17Open Up Group Inc. to Report Q2, 2026 Results on Feb 06, 2026Open Up Group Inc. announced that they will report Q2, 2026 results on Feb 06, 2026分析記事 • Nov 10Open Up Group's (TSE:2154) Dividend Will Be ¥35.00The board of Open Up Group Inc. ( TSE:2154 ) has announced that it will pay a dividend of ¥35.00 per share on the 2nd...Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥32.39 (vs JP¥27.49 in 1Q 2025)First quarter 2026 results: EPS: JP¥32.39 (up from JP¥27.49 in 1Q 2025). Revenue: JP¥41.2b (down 15% from 1Q 2025). Net income: JP¥2.78b (up 16% from 1Q 2025). Profit margin: 6.7% (up from 4.9% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • Oct 05Open Up Group (TSE:2154) Is Due To Pay A Dividend Of ¥35.00Open Up Group Inc.'s ( TSE:2154 ) investors are due to receive a payment of ¥35.00 per share on 2nd of March. This will...Declared Dividend • Oct 05Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th December 2025 Payment date: 2nd March 2026 Dividend yield will be 4.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Oct 03A Look At The Intrinsic Value Of Open Up Group Inc. (TSE:2154)Key Insights The projected fair value for Open Up Group is JP¥1,728 based on 2 Stage Free Cash Flow to Equity Open Up...お知らせ • Oct 01Open Up Group Inc. to Report Q1, 2026 Results on Nov 07, 2025Open Up Group Inc. announced that they will report Q1, 2026 results on Nov 07, 2025Reported Earnings • Aug 09Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥145 (up from JP¥120 in FY 2024). Revenue: JP¥188.0b (up 8.5% from FY 2024). Net income: JP¥12.6b (up 20% from FY 2024). Profit margin: 6.7% (up from 6.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 08Open Up Group Inc., Annual General Meeting, Sep 25, 2025Open Up Group Inc., Annual General Meeting, Sep 25, 2025.分析記事 • Jul 30Is Now The Time To Look At Buying Open Up Group Inc. (TSE:2154)?Open Up Group Inc. ( TSE:2154 ), is not the largest company out there, but it received a lot of attention from a...お知らせ • Jun 21Open Up Group Inc. to Report Fiscal Year 2025 Results on Aug 08, 2025Open Up Group Inc. announced that they will report fiscal year 2025 results on Aug 08, 2025Upcoming Dividend • Jun 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.2%).Reported Earnings • May 10Third quarter 2025 earnings released: EPS: JP¥32.81 (vs JP¥32.12 in 3Q 2024)Third quarter 2025 results: EPS: JP¥32.81 (up from JP¥32.12 in 3Q 2024). Revenue: JP¥45.8b (up 10.0% from 3Q 2024). Net income: JP¥2.85b (up 2.3% from 3Q 2024). Profit margin: 6.2% (down from 6.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services 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 only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,547, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Professional Services industry in Japan. Negligible returns to shareholders over past three years.お知らせ • Mar 27Open Up Group Inc. to Report Q3, 2025 Results on May 09, 2025Open Up Group Inc. announced that they will report Q3, 2025 results on May 09, 2025Declared Dividend • Mar 01First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2025 Payment date: 11th September 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 27+ 1 more updateOpen Up Group Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending June 30, 2025Open Up Group Inc. revised consolidated earnings guidance for the fiscal year ending June 30, 2025. For the year, the company expects revised revenue of JPY 185,000 million, operating profit of JPY 15,500 million, profit attributable to the parent company's owners of JPY 11,000 million and EPS of JPY 126.58 compared to previously expected revenue of JPY 193,000 million, operating profit of JPY 16,000 million, profit attributable to the parent company's owners of JPY 11,270 million and EPS of JPY 129.82. Reason for revision: Due to the decision to transfer these shares, the profit and loss of the overseas segment, which was originally included in the initial forecast, will decrease. Since the UK business subject to this transfer accounts for the majority of sales in the overseas segment, it has revised earnings forecast, taking into account the profit and loss from March to the end of June 2025, as well as incidental costs associated with the share transfer. As a result of this transaction, net income attributable to owners of the parent has been revised downward.Reported Earnings • Feb 08Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥40.25 (up from JP¥36.95 in 2Q 2024). Revenue: JP¥52.7b (up 21% from 2Q 2024). Net income: JP¥3.50b (up 9.3% from 2Q 2024). Profit margin: 6.6% (down from 7.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 06Open Up Group Inc. (TSE:2154) Not Flying Under The RadarThere wouldn't be many who think Open Up Group Inc.'s ( TSE:2154 ) price-to-earnings (or "P/E") ratio of 14.6x is worth...Upcoming Dividend • Dec 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 03 March 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.9%).分析記事 • Dec 02Open Up Group (TSE:2154) Has Announced A Dividend Of ¥30.00Open Up Group Inc. ( TSE:2154 ) will pay a dividend of ¥30.00 on the 3rd of March. This will take the annual payment to...お知らせ • Nov 30Open Up Group Inc. to Report Q2, 2025 Results on Feb 07, 2025Open Up Group Inc. announced that they will report Q2, 2025 results on Feb 07, 2025分析記事 • Nov 17Open Up Group (TSE:2154) Will Pay A Dividend Of ¥30.00Open Up Group Inc. ( TSE:2154 ) will pay a dividend of ¥30.00 on the 3rd of March. This will take the dividend yield to...Reported Earnings • Nov 09First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: JP¥27.49 (up from JP¥25.47 in 1Q 2024). Revenue: JP¥48.4b (up 17% from 1Q 2024). Net income: JP¥2.39b (up 8.3% from 1Q 2024). Profit margin: 4.9% (down from 5.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 10Open Up Group (TSE:2154) Will Pay A Dividend Of ¥30.00The board of Open Up Group Inc. ( TSE:2154 ) has announced that it will pay a dividend of ¥30.00 per share on the 3rd...分析記事 • Oct 03Shareholders Can Be Confident That Open Up Group's (TSE:2154) Earnings Are High QualityThe subdued stock price reaction suggests that Open Up Group Inc.'s ( TSE:2154 ) strong earnings didn't offer any...お知らせ • Oct 01Open Up Group Inc. to Report Q1, 2025 Results on Nov 08, 2024Open Up Group Inc. announced that they will report Q1, 2025 results on Nov 08, 2024Buy Or Sell Opportunity • Aug 27Now 20% overvaluedOver the last 90 days, the stock has fallen 3.5% to JP¥1,924. The fair value is estimated to be JP¥1,603, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.Reported Earnings • Aug 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥120 (up from JP¥109 in FY 2023). Revenue: JP¥173.2b (up 7.1% from FY 2023). Net income: JP¥10.4b (up 9.5% from FY 2023). Profit margin: 6.0% (up from 5.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 09Open Up Group Inc., Annual General Meeting, Sep 25, 2024Open Up Group Inc., Annual General Meeting, Sep 25, 2024.New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,606, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Professional Services industry in Japan. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,193 per share.分析記事 • Aug 04We Think Open Up Group (TSE:2154) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Jun 28Open Up Group Inc. to Report Fiscal Year 2024 Results on Aug 09, 2024Open Up Group Inc. announced that they will report fiscal year 2024 results on Aug 09, 2024Upcoming Dividend • Jun 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 12 September 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.0%).Reported Earnings • May 12Third quarter 2024 earnings released: EPS: JP¥32.13 (vs JP¥29.50 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.13 (up from JP¥29.50 in 3Q 2023). Revenue: JP¥41.6b (up 5.1% from 3Q 2023). Net income: JP¥2.79b (up 9.0% from 3Q 2023). Profit margin: 6.7% (up from 6.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.分析記事 • May 12Open Up Group (TSE:2154) Has Announced That It Will Be Increasing Its Dividend To ¥35.00Open Up Group Inc. ( TSE:2154 ) has announced that it will be increasing its periodic dividend on the 12th of September...お知らせ • May 11Open Up Group Inc. Announces Dividend for the Second Quarter End and Provides Guidance for the Fiscal Year Ending June 2024Open Up Group Inc. announced dividend for the second quarter end and provides guidance for the fiscal year ending June 2024. For the second quarter announces dividend of JPY 20 per share compared to JPY 17 per share a year ago. For the period, the company expects dividend of JPY 45.00 per share compare to prior guidance of JPY 35 per share.分析記事 • Apr 25Open Up Group's (TSE:2154) Dividend Will Be Increased To ¥35.00Open Up Group Inc. ( TSE:2154 ) will increase its dividend on the 12th of September to ¥35.00, which is 6.1% higher...分析記事 • Apr 11Open Up Group's (TSE:2154) Dividend Will Be Increased To ¥35.00The board of Open Up Group Inc. ( TSE:2154 ) has announced that it will be increasing its dividend by 6.1% on the 12th...分析記事 • Mar 28Open Up Group (TSE:2154) Will Pay A Larger Dividend Than Last Year At ¥35.00Open Up Group Inc.'s ( TSE:2154 ) periodic dividend will be increasing on the 12th of September to ¥35.00, with...お知らせ • Mar 28Open Up Group Inc. to Report Q3, 2024 Results on May 10, 2024Open Up Group Inc. announced that they will report Q3, 2024 results on May 10, 2024分析記事 • Feb 27Open Up Group's (TSE:2154) Upcoming Dividend Will Be Larger Than Last Year'sOpen Up Group Inc. ( TSE:2154 ) has announced that it will be increasing its periodic dividend on the 12th of September...Reported Earnings • Feb 16Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: JP¥36.95 (up from JP¥35.77 in 2Q 2023). Revenue: JP¥43.7b (up 5.7% from 2Q 2023). Net income: JP¥3.20b (up 1.8% from 2Q 2023). Profit margin: 7.3% (down from 7.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) exceeded analyst estimates by 1.2%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 11First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th June 2024 Payment date: 12th September 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 09Open Up Group Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending June 30, 2024Open Up Group Inc. revised consolidated earnings guidance for the fiscal year ending June 30, 2024. For the year, the company expects revised net sales of JPY 172,000 million, operating profit of JPY 13,900 million, profit attributable to the parent company's owners of JPY 11,200 million and EPS of JPY 129.40 compared to previously expected net sales of JPY 178,000 million, operating profit of JPY 14,300 million, profit attributable to the parent company's owners of JPY 10,000 million and EPS of JPY 115.54.Upcoming Dividend • Dec 21Upcoming dividend of JP¥20.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 04 March 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).お知らせ • Nov 29+ 2 more updatesOpen Up Group Inc. to Report Q2, 2024 Results on Feb 09, 2024Open Up Group Inc. announced that they will report Q2, 2024 results on Feb 09, 2024お知らせ • Nov 11+ 1 more updateOpen Up Group Inc. Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending June 30, 2024Open Up Group Inc. provided dividend guidance for the second quarter and full year of fiscal year ending June 30, 2024. The company expects to pay dividend of JPY 20.00 per share for the second quarter of fiscal year ending June 30, 2024 compared to JPY 17.00 per share paid a year ago.The company expects to pay year end dividend of JPY 35.00 per share for the full year of fiscal year ending June 30, 2024 compared to JPY 33.00 per share paid a year ago.Reported Earnings • Nov 11First quarter 2024 earnings released: EPS: JP¥26.29 (vs JP¥24.01 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.29 (up from JP¥24.01 in 1Q 2023). Revenue: JP¥44.0b (up 13% from 1Q 2023). Net income: JP¥2.28b (up 7.3% from 1Q 2023). Profit margin: 5.2% (down from 5.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 08Open Up Group Inc. to Report Q1, 2024 Results on Nov 10, 2023Open Up Group Inc. announced that they will report Q1, 2024 results on Nov 10, 2023お知らせ • Aug 18Open Up Group Inc. Announces Management Changes, Effective September 26, 2023Open Up Group Inc. announced management changes. Directors and Auditors Scheduled to Retire (Expected to retire at the conclusion of 19th Regular Shareholders' Meeting, scheduled for September 26, 2023): Name: Kenjiro Ogawa, New Position: Director; Name: Noriyuki Murai, New Position: Director; Name: Hiroaki Rokugawa, New Position: Outside Auditor. Hiroaki Rokugawa is a candidate for Outside Director (Audit and Supervisory Committee Member). Noriyuki Murai will continue to serve as senior executive officer. Kenjiro Ogawa will continue to serve as executive officer.Reported Earnings • Aug 12Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥109 (up from JP¥78.30 in FY 2022). Revenue: JP¥161.7b (up 8.8% from FY 2022). Net income: JP¥9.53b (up 37% from FY 2022). Profit margin: 5.9% (up from 4.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 8.9%. Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11+ 1 more updateOpen Up Group Inc., Annual General Meeting, Sep 26, 2023Open Up Group Inc., Annual General Meeting, Sep 26, 2023.Upcoming Dividend • Jun 22Upcoming dividend of JP¥30.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 09 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.3%).お知らせ • Jun 09Open Up Group Inc. to Report Fiscal Year 2023 Results on Aug 10, 2023Open Up Group Inc. announced that they will report fiscal year 2023 results on Aug 10, 2023Reported Earnings • May 14Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: JP¥29.51 (up from JP¥9.47 in 3Q 2022). Revenue: JP¥39.6b (up 9.2% from 3Q 2022). Net income: JP¥2.56b (up 206% from 3Q 2022). Profit margin: 6.5% (up from 2.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 21%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.お知らせ • May 13+ 1 more updateOpen Up Group Inc. Provides Dividend Guidance for the Fiscal Year Ending June 30, 2023Open Up Group Inc. provided dividend guidance for the fiscal year ending June 30, 2023. For the period, Company expects to pay dividend of JPY 30.00 per share against JPY 28.00 per share a year ago.Reported Earnings • Feb 12Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥29.87 (up from JP¥17.27 in 2Q 2022). Revenue: JP¥40.2b (up 6.0% from 2Q 2022). Net income: JP¥2.63b (up 71% from 2Q 2022). Profit margin: 6.6% (up from 4.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 40%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year and the company’s share price has also increased by 20% per year.お知らせ • Feb 11+ 2 more updatesOpen Up Group Inc. Provides Earnings Guidance for the Fiscal Year Ending June 30, 2023Open Up Group Inc. provided earnings guidance for the fiscal year ending June 30, 2023. For the year, the company expected Revenue of JPY 164,000 million, Operating Profit of JPY 11,600 million, Profit of JPY 7,900 million and Profit Attributable to Owners of Parent of JPY 89.39.Upcoming Dividend • Dec 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 06 March 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).お知らせ • Nov 30BeNext-Yumeshin Group Co. to Report Q2, 2023 Results on Feb 10, 2023BeNext-Yumeshin Group Co. announced that they will report Q2, 2023 results on Feb 10, 2023Price Target Changed • Nov 16Price target increased to JP¥2,450Up from JP¥2,200, the current price target is an average from 2 analysts. New target price is 29% above last closing price of JP¥1,903. Stock is up 9.6% over the past year. The company is forecast to post earnings per share of JP¥93.99 for next year compared to JP¥78.30 last year.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Chairman & CEO Yutaka Nishida was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Price Target Changed • Nov 08Price target increased to JP¥2,450Up from JP¥2,200, the current price target is an average from 2 analysts. New target price is 24% above last closing price of JP¥1,978. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥94.42 for next year compared to JP¥78.30 last year.Reported Earnings • Nov 06First quarter 2023 earnings released: EPS: JP¥24.01 (vs JP¥9.32 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.01 (up from JP¥9.32 in 1Q 2022). Revenue: JP¥39.0b (down 13% from 1Q 2022). Net income: JP¥2.12b (up 152% from 1Q 2022). Profit margin: 5.4% (up from 1.9% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 01Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥78.30 (up from JP¥47.64 in FY 2021). Revenue: JP¥148.6b (up 56% from FY 2021). Net income: JP¥6.98b (up 167% from FY 2021). Profit margin: 4.7% (up from 2.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Sep 28BeNext-Yumeshin Group Co. to Report Q1, 2023 Results on Nov 04, 2022BeNext-Yumeshin Group Co. announced that they will report Q1, 2023 results on Nov 04, 2022Major Estimate Revision • Aug 17Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥159.2b to JP¥164.0b. EPS estimate increased from JP¥82.56 to JP¥92.60 per share. Net income forecast to grow 113% next year vs 12% growth forecast for Professional Services industry in Japan. Consensus price target up from JP¥2,200 to JP¥2,350. Share price rose 2.4% to JP¥1,737 over the past week.Price Target Changed • Aug 16Price target increased to JP¥2,350Up from JP¥2,150, the current price target is an average from 3 analysts. New target price is 36% above last closing price of JP¥1,731. Stock is up 50% over the past year. The company is forecast to post earnings per share of JP¥92.60 for next year compared to JP¥43.07 last year.Reported Earnings • Aug 07Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥43.07. Revenue: JP¥156.6b (up 65% from FY 2021). Net income: JP¥3.84b (up 47% from FY 2021). Profit margin: 2.4% (down from 2.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 1.6%, compared to a 16% growth forecast for the industry in Japan.お知らせ • Aug 06+ 3 more updatesBeNext-Yumeshin Group Co. Provides Dividend Guidance for the Year End of Fiscal Year Ending June 30, 2023BeNext-Yumeshin Group Co. provided dividend guidance for the Year End of Fiscal Year Ending June 30, 2023. For the year ending June 30, 2023, the company expects dividend to be JPY 30 per share against JPY 28 paid a year ago.Upcoming Dividend • Jun 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 13 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).お知らせ • Jun 17BeNext-Yumeshin Group Co., Annual General Meeting, Sep 27, 2022BeNext-Yumeshin Group Co., Annual General Meeting, Sep 27, 2022. Agenda: To propose corporate name subject to the approval of a partial amendment to the Articles of Incorporation.お知らせ • Jun 03BeNext-Yumeshin Group Co. to Report Fiscal Year 2022 Results on Aug 05, 2022BeNext-Yumeshin Group Co. announced that they will report fiscal year 2022 results on Aug 05, 2022Reported Earnings • May 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥9.47 (down from JP¥25.07 in 3Q 2021). Revenue: JP¥36.2b (up 66% from 3Q 2021). Net income: JP¥836.0m (down 22% from 3Q 2021). Profit margin: 2.3% (down from 4.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 1.9%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • May 14Benext-Yumeshin Group Co. Provides Dividend Guidance for the Year Ending June 30, 2022BeNext-Yumeshin Group Co. provided dividend guidance for the year ending June 30, 2022. For the period, the company expects to pay dividend of JPY 28.00 per share compared to JPY 27.00 per share a year ago.株主還元2154JP Professional ServicesJP 市場7D-0.8%16.0%-0.5%1Y1.0%5.3%41.3%株主還元を見る業界別リターン: 2154過去 1 年間で5.3 % の収益を上げたJP Professional Services業界を下回りました。リターン対市場: 2154は、過去 1 年間で41.3 % のリターンを上げたJP市場を下回りました。価格変動Is 2154's price volatile compared to industry and market?2154 volatility2154 Average Weekly Movement3.5%Professional Services Industry Average Movement4.1%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 2154 、 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: 2154の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199726,978Yutaka Nishidawww.openupgroup.co.jp株式会社オープンアップグループは、子会社とともに、日本、英国、および海外において、メーカー、建設業者、IT企業への技術者派遣を行っている。機械・エレクトロニクス・ITソフトウェア事業、建設事業、海外事業、その他事業を展開。技術者派遣、組込みソフト開発・実験・評価等のアウトソーシング・請負、技術コンサルティング、研究開発、自動車開発支援、画像認識ソフト開発等のソリューションを提供している。また、システムの企画・開発・導入・改修・保守・運用、ITコンサルティングサービスも提供している。また、施工管理技士派遣事業、CADオペレーター派遣事業、施工図作成事業、施工図作成事業、経験者派遣事業、有料職業紹介事業、技術者派遣事業、人材紹介・コンサルティング事業、請負・有料職業紹介事業を行っている。また、オンラインプログラミング教育・人材紹介・企業研修事業、人材紹介事業、障がい者雇用支援事業として、生花事業、文具事業、アウトソーシング事業として、書類の電子化・ファイリング、社内システムへのデータ入力、契約書の製本などを行っている。旧社名は株式会社ビーネクスト夢真グループで、2023年1月に株式会社オープンアップグループに商号変更した。株式会社オープンアップグループは1997年に設立され、港区に本社を置いている。もっと見るOpen Up Group Inc. 基礎のまとめOpen Up Group の収益と売上を時価総額と比較するとどうか。2154 基礎統計学時価総額JP¥156.81b収益（TTM）JP¥13.54b売上高(TTM)JP¥166.42b11.6xPER（株価収益率0.9xP/Sレシオ2154 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2154 損益計算書（TTM）収益JP¥166.42b売上原価JP¥120.62b売上総利益JP¥45.79bその他の費用JP¥32.26b収益JP¥13.54b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）159.36グロス・マージン27.52%純利益率8.13%有利子負債／自己資本比率12.8%2154 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.6%現在の配当利回り28%配当性向2154 配当は確実ですか？2154 配当履歴とベンチマークを見る2154 、いつまでに購入すれば配当金を受け取れますか？Open Up Group 配当日配当落ち日Jun 29 2026配当支払日Sep 11 2026配当落ちまでの日数37 days配当支払日までの日数111 days2154 配当は確実ですか？2154 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2026/05/22 03:12終値2026/05/22 00:00収益2026/03/31年間収益2025/06/30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Open Up Group Inc. 4 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。6 アナリスト機関null nullDaiwa Securities Co. Ltd.Hiroyuki TeradaHaitong International Research LimitedYoko MizoguchiIchiyoshi Research Institute Inc.3 その他のアナリストを表示
Reported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥38.02 (vs JP¥32.81 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.02 (up from JP¥32.81 in 3Q 2025). Revenue: JP¥41.7b (down 8.9% from 3Q 2025). Net income: JP¥3.23b (up 13% from 3Q 2025). Profit margin: 7.7% (up from 6.2% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 1.5% to JP¥1,815. The fair value is estimated to be JP¥1,509, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 9.8%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 4.6% in the next 2 years.
お知らせ • Mar 31Open Up Group Inc. to Report Q3, 2026 Results on May 08, 2026Open Up Group Inc. announced that they will report Q3, 2026 results on May 08, 2026
Declared Dividend • Feb 28First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th June 2026 Payment date: 11th September 2026 Dividend yield will be 4.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to JP¥1,913. The fair value is estimated to be JP¥1,571, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 9.8%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 4.6% in the next 2 years.
Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥43.59 (vs JP¥40.25 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.59 (up from JP¥40.25 in 2Q 2025). Revenue: JP¥42.4b (down 20% from 2Q 2025). Net income: JP¥3.71b (up 6.0% from 2Q 2025). Profit margin: 8.7% (up from 6.6% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥38.02 (vs JP¥32.81 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.02 (up from JP¥32.81 in 3Q 2025). Revenue: JP¥41.7b (down 8.9% from 3Q 2025). Net income: JP¥3.23b (up 13% from 3Q 2025). Profit margin: 7.7% (up from 6.2% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 1.5% to JP¥1,815. The fair value is estimated to be JP¥1,509, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 9.8%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 4.6% in the next 2 years.
お知らせ • Mar 31Open Up Group Inc. to Report Q3, 2026 Results on May 08, 2026Open Up Group Inc. announced that they will report Q3, 2026 results on May 08, 2026
Declared Dividend • Feb 28First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th June 2026 Payment date: 11th September 2026 Dividend yield will be 4.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to JP¥1,913. The fair value is estimated to be JP¥1,571, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 9.8%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 4.6% in the next 2 years.
Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥43.59 (vs JP¥40.25 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.59 (up from JP¥40.25 in 2Q 2025). Revenue: JP¥42.4b (down 20% from 2Q 2025). Net income: JP¥3.71b (up 6.0% from 2Q 2025). Profit margin: 8.7% (up from 6.6% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.7% to JP¥1,906. The fair value is estimated to be JP¥1,587, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 6.4% in the next 2 years.
Buy Or Sell Opportunity • Jan 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to JP¥1,854. The fair value is estimated to be JP¥1,541, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 6.4% in the next 2 years.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 02 March 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).
Buy Or Sell Opportunity • Dec 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.6% to JP¥1,864. The fair value is estimated to be JP¥1,546, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 6.4% in the next 2 years.
分析記事 • Dec 17Open Up Group (TSE:2154) Will Pay A Dividend Of ¥35.00The board of Open Up Group Inc. ( TSE:2154 ) has announced that it will pay a dividend on the 2nd of March, with...
お知らせ • Dec 17Open Up Group Inc. to Report Q2, 2026 Results on Feb 06, 2026Open Up Group Inc. announced that they will report Q2, 2026 results on Feb 06, 2026
分析記事 • Nov 10Open Up Group's (TSE:2154) Dividend Will Be ¥35.00The board of Open Up Group Inc. ( TSE:2154 ) has announced that it will pay a dividend of ¥35.00 per share on the 2nd...
Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥32.39 (vs JP¥27.49 in 1Q 2025)First quarter 2026 results: EPS: JP¥32.39 (up from JP¥27.49 in 1Q 2025). Revenue: JP¥41.2b (down 15% from 1Q 2025). Net income: JP¥2.78b (up 16% from 1Q 2025). Profit margin: 6.7% (up from 4.9% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • Oct 05Open Up Group (TSE:2154) Is Due To Pay A Dividend Of ¥35.00Open Up Group Inc.'s ( TSE:2154 ) investors are due to receive a payment of ¥35.00 per share on 2nd of March. This will...
Declared Dividend • Oct 05Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th December 2025 Payment date: 2nd March 2026 Dividend yield will be 4.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 03A Look At The Intrinsic Value Of Open Up Group Inc. (TSE:2154)Key Insights The projected fair value for Open Up Group is JP¥1,728 based on 2 Stage Free Cash Flow to Equity Open Up...
お知らせ • Oct 01Open Up Group Inc. to Report Q1, 2026 Results on Nov 07, 2025Open Up Group Inc. announced that they will report Q1, 2026 results on Nov 07, 2025
Reported Earnings • Aug 09Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥145 (up from JP¥120 in FY 2024). Revenue: JP¥188.0b (up 8.5% from FY 2024). Net income: JP¥12.6b (up 20% from FY 2024). Profit margin: 6.7% (up from 6.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 08Open Up Group Inc., Annual General Meeting, Sep 25, 2025Open Up Group Inc., Annual General Meeting, Sep 25, 2025.
分析記事 • Jul 30Is Now The Time To Look At Buying Open Up Group Inc. (TSE:2154)?Open Up Group Inc. ( TSE:2154 ), is not the largest company out there, but it received a lot of attention from a...
お知らせ • Jun 21Open Up Group Inc. to Report Fiscal Year 2025 Results on Aug 08, 2025Open Up Group Inc. announced that they will report fiscal year 2025 results on Aug 08, 2025
Upcoming Dividend • Jun 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.2%).
Reported Earnings • May 10Third quarter 2025 earnings released: EPS: JP¥32.81 (vs JP¥32.12 in 3Q 2024)Third quarter 2025 results: EPS: JP¥32.81 (up from JP¥32.12 in 3Q 2024). Revenue: JP¥45.8b (up 10.0% from 3Q 2024). Net income: JP¥2.85b (up 2.3% from 3Q 2024). Profit margin: 6.2% (down from 6.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services 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 only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,547, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Professional Services industry in Japan. Negligible returns to shareholders over past three years.
お知らせ • Mar 27Open Up Group Inc. to Report Q3, 2025 Results on May 09, 2025Open Up Group Inc. announced that they will report Q3, 2025 results on May 09, 2025
Declared Dividend • Mar 01First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2025 Payment date: 11th September 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 27+ 1 more updateOpen Up Group Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending June 30, 2025Open Up Group Inc. revised consolidated earnings guidance for the fiscal year ending June 30, 2025. For the year, the company expects revised revenue of JPY 185,000 million, operating profit of JPY 15,500 million, profit attributable to the parent company's owners of JPY 11,000 million and EPS of JPY 126.58 compared to previously expected revenue of JPY 193,000 million, operating profit of JPY 16,000 million, profit attributable to the parent company's owners of JPY 11,270 million and EPS of JPY 129.82. Reason for revision: Due to the decision to transfer these shares, the profit and loss of the overseas segment, which was originally included in the initial forecast, will decrease. Since the UK business subject to this transfer accounts for the majority of sales in the overseas segment, it has revised earnings forecast, taking into account the profit and loss from March to the end of June 2025, as well as incidental costs associated with the share transfer. As a result of this transaction, net income attributable to owners of the parent has been revised downward.
Reported Earnings • Feb 08Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥40.25 (up from JP¥36.95 in 2Q 2024). Revenue: JP¥52.7b (up 21% from 2Q 2024). Net income: JP¥3.50b (up 9.3% from 2Q 2024). Profit margin: 6.6% (down from 7.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.4%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 06Open Up Group Inc. (TSE:2154) Not Flying Under The RadarThere wouldn't be many who think Open Up Group Inc.'s ( TSE:2154 ) price-to-earnings (or "P/E") ratio of 14.6x is worth...
Upcoming Dividend • Dec 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 03 March 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.9%).
分析記事 • Dec 02Open Up Group (TSE:2154) Has Announced A Dividend Of ¥30.00Open Up Group Inc. ( TSE:2154 ) will pay a dividend of ¥30.00 on the 3rd of March. This will take the annual payment to...
お知らせ • Nov 30Open Up Group Inc. to Report Q2, 2025 Results on Feb 07, 2025Open Up Group Inc. announced that they will report Q2, 2025 results on Feb 07, 2025
分析記事 • Nov 17Open Up Group (TSE:2154) Will Pay A Dividend Of ¥30.00Open Up Group Inc. ( TSE:2154 ) will pay a dividend of ¥30.00 on the 3rd of March. This will take the dividend yield to...
Reported Earnings • Nov 09First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: JP¥27.49 (up from JP¥25.47 in 1Q 2024). Revenue: JP¥48.4b (up 17% from 1Q 2024). Net income: JP¥2.39b (up 8.3% from 1Q 2024). Profit margin: 4.9% (down from 5.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 10Open Up Group (TSE:2154) Will Pay A Dividend Of ¥30.00The board of Open Up Group Inc. ( TSE:2154 ) has announced that it will pay a dividend of ¥30.00 per share on the 3rd...
分析記事 • Oct 03Shareholders Can Be Confident That Open Up Group's (TSE:2154) Earnings Are High QualityThe subdued stock price reaction suggests that Open Up Group Inc.'s ( TSE:2154 ) strong earnings didn't offer any...
お知らせ • Oct 01Open Up Group Inc. to Report Q1, 2025 Results on Nov 08, 2024Open Up Group Inc. announced that they will report Q1, 2025 results on Nov 08, 2024
Buy Or Sell Opportunity • Aug 27Now 20% overvaluedOver the last 90 days, the stock has fallen 3.5% to JP¥1,924. The fair value is estimated to be JP¥1,603, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
Reported Earnings • Aug 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥120 (up from JP¥109 in FY 2023). Revenue: JP¥173.2b (up 7.1% from FY 2023). Net income: JP¥10.4b (up 9.5% from FY 2023). Profit margin: 6.0% (up from 5.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 09Open Up Group Inc., Annual General Meeting, Sep 25, 2024Open Up Group Inc., Annual General Meeting, Sep 25, 2024.
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥1,606, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Professional Services industry in Japan. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,193 per share.
分析記事 • Aug 04We Think Open Up Group (TSE:2154) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Jun 28Open Up Group Inc. to Report Fiscal Year 2024 Results on Aug 09, 2024Open Up Group Inc. announced that they will report fiscal year 2024 results on Aug 09, 2024
Upcoming Dividend • Jun 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 12 September 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.0%).
Reported Earnings • May 12Third quarter 2024 earnings released: EPS: JP¥32.13 (vs JP¥29.50 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.13 (up from JP¥29.50 in 3Q 2023). Revenue: JP¥41.6b (up 5.1% from 3Q 2023). Net income: JP¥2.79b (up 9.0% from 3Q 2023). Profit margin: 6.7% (up from 6.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
分析記事 • May 12Open Up Group (TSE:2154) Has Announced That It Will Be Increasing Its Dividend To ¥35.00Open Up Group Inc. ( TSE:2154 ) has announced that it will be increasing its periodic dividend on the 12th of September...
お知らせ • May 11Open Up Group Inc. Announces Dividend for the Second Quarter End and Provides Guidance for the Fiscal Year Ending June 2024Open Up Group Inc. announced dividend for the second quarter end and provides guidance for the fiscal year ending June 2024. For the second quarter announces dividend of JPY 20 per share compared to JPY 17 per share a year ago. For the period, the company expects dividend of JPY 45.00 per share compare to prior guidance of JPY 35 per share.
分析記事 • Apr 25Open Up Group's (TSE:2154) Dividend Will Be Increased To ¥35.00Open Up Group Inc. ( TSE:2154 ) will increase its dividend on the 12th of September to ¥35.00, which is 6.1% higher...
分析記事 • Apr 11Open Up Group's (TSE:2154) Dividend Will Be Increased To ¥35.00The board of Open Up Group Inc. ( TSE:2154 ) has announced that it will be increasing its dividend by 6.1% on the 12th...
分析記事 • Mar 28Open Up Group (TSE:2154) Will Pay A Larger Dividend Than Last Year At ¥35.00Open Up Group Inc.'s ( TSE:2154 ) periodic dividend will be increasing on the 12th of September to ¥35.00, with...
お知らせ • Mar 28Open Up Group Inc. to Report Q3, 2024 Results on May 10, 2024Open Up Group Inc. announced that they will report Q3, 2024 results on May 10, 2024
分析記事 • Feb 27Open Up Group's (TSE:2154) Upcoming Dividend Will Be Larger Than Last Year'sOpen Up Group Inc. ( TSE:2154 ) has announced that it will be increasing its periodic dividend on the 12th of September...
Reported Earnings • Feb 16Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: JP¥36.95 (up from JP¥35.77 in 2Q 2023). Revenue: JP¥43.7b (up 5.7% from 2Q 2023). Net income: JP¥3.20b (up 1.8% from 2Q 2023). Profit margin: 7.3% (down from 7.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) exceeded analyst estimates by 1.2%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 11First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th June 2024 Payment date: 12th September 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 09Open Up Group Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending June 30, 2024Open Up Group Inc. revised consolidated earnings guidance for the fiscal year ending June 30, 2024. For the year, the company expects revised net sales of JPY 172,000 million, operating profit of JPY 13,900 million, profit attributable to the parent company's owners of JPY 11,200 million and EPS of JPY 129.40 compared to previously expected net sales of JPY 178,000 million, operating profit of JPY 14,300 million, profit attributable to the parent company's owners of JPY 10,000 million and EPS of JPY 115.54.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥20.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 04 March 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).
お知らせ • Nov 29+ 2 more updatesOpen Up Group Inc. to Report Q2, 2024 Results on Feb 09, 2024Open Up Group Inc. announced that they will report Q2, 2024 results on Feb 09, 2024
お知らせ • Nov 11+ 1 more updateOpen Up Group Inc. Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending June 30, 2024Open Up Group Inc. provided dividend guidance for the second quarter and full year of fiscal year ending June 30, 2024. The company expects to pay dividend of JPY 20.00 per share for the second quarter of fiscal year ending June 30, 2024 compared to JPY 17.00 per share paid a year ago.The company expects to pay year end dividend of JPY 35.00 per share for the full year of fiscal year ending June 30, 2024 compared to JPY 33.00 per share paid a year ago.
Reported Earnings • Nov 11First quarter 2024 earnings released: EPS: JP¥26.29 (vs JP¥24.01 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.29 (up from JP¥24.01 in 1Q 2023). Revenue: JP¥44.0b (up 13% from 1Q 2023). Net income: JP¥2.28b (up 7.3% from 1Q 2023). Profit margin: 5.2% (down from 5.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 08Open Up Group Inc. to Report Q1, 2024 Results on Nov 10, 2023Open Up Group Inc. announced that they will report Q1, 2024 results on Nov 10, 2023
お知らせ • Aug 18Open Up Group Inc. Announces Management Changes, Effective September 26, 2023Open Up Group Inc. announced management changes. Directors and Auditors Scheduled to Retire (Expected to retire at the conclusion of 19th Regular Shareholders' Meeting, scheduled for September 26, 2023): Name: Kenjiro Ogawa, New Position: Director; Name: Noriyuki Murai, New Position: Director; Name: Hiroaki Rokugawa, New Position: Outside Auditor. Hiroaki Rokugawa is a candidate for Outside Director (Audit and Supervisory Committee Member). Noriyuki Murai will continue to serve as senior executive officer. Kenjiro Ogawa will continue to serve as executive officer.
Reported Earnings • Aug 12Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥109 (up from JP¥78.30 in FY 2022). Revenue: JP¥161.7b (up 8.8% from FY 2022). Net income: JP¥9.53b (up 37% from FY 2022). Profit margin: 5.9% (up from 4.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 8.9%. Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11+ 1 more updateOpen Up Group Inc., Annual General Meeting, Sep 26, 2023Open Up Group Inc., Annual General Meeting, Sep 26, 2023.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥30.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 09 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.3%).
お知らせ • Jun 09Open Up Group Inc. to Report Fiscal Year 2023 Results on Aug 10, 2023Open Up Group Inc. announced that they will report fiscal year 2023 results on Aug 10, 2023
Reported Earnings • May 14Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: JP¥29.51 (up from JP¥9.47 in 3Q 2022). Revenue: JP¥39.6b (up 9.2% from 3Q 2022). Net income: JP¥2.56b (up 206% from 3Q 2022). Profit margin: 6.5% (up from 2.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 21%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13+ 1 more updateOpen Up Group Inc. Provides Dividend Guidance for the Fiscal Year Ending June 30, 2023Open Up Group Inc. provided dividend guidance for the fiscal year ending June 30, 2023. For the period, Company expects to pay dividend of JPY 30.00 per share against JPY 28.00 per share a year ago.
Reported Earnings • Feb 12Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥29.87 (up from JP¥17.27 in 2Q 2022). Revenue: JP¥40.2b (up 6.0% from 2Q 2022). Net income: JP¥2.63b (up 71% from 2Q 2022). Profit margin: 6.6% (up from 4.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 40%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year and the company’s share price has also increased by 20% per year.
お知らせ • Feb 11+ 2 more updatesOpen Up Group Inc. Provides Earnings Guidance for the Fiscal Year Ending June 30, 2023Open Up Group Inc. provided earnings guidance for the fiscal year ending June 30, 2023. For the year, the company expected Revenue of JPY 164,000 million, Operating Profit of JPY 11,600 million, Profit of JPY 7,900 million and Profit Attributable to Owners of Parent of JPY 89.39.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 06 March 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
お知らせ • Nov 30BeNext-Yumeshin Group Co. to Report Q2, 2023 Results on Feb 10, 2023BeNext-Yumeshin Group Co. announced that they will report Q2, 2023 results on Feb 10, 2023
Price Target Changed • Nov 16Price target increased to JP¥2,450Up from JP¥2,200, the current price target is an average from 2 analysts. New target price is 29% above last closing price of JP¥1,903. Stock is up 9.6% over the past year. The company is forecast to post earnings per share of JP¥93.99 for next year compared to JP¥78.30 last year.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Chairman & CEO Yutaka Nishida was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Price Target Changed • Nov 08Price target increased to JP¥2,450Up from JP¥2,200, the current price target is an average from 2 analysts. New target price is 24% above last closing price of JP¥1,978. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥94.42 for next year compared to JP¥78.30 last year.
Reported Earnings • Nov 06First quarter 2023 earnings released: EPS: JP¥24.01 (vs JP¥9.32 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.01 (up from JP¥9.32 in 1Q 2022). Revenue: JP¥39.0b (down 13% from 1Q 2022). Net income: JP¥2.12b (up 152% from 1Q 2022). Profit margin: 5.4% (up from 1.9% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 01Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥78.30 (up from JP¥47.64 in FY 2021). Revenue: JP¥148.6b (up 56% from FY 2021). Net income: JP¥6.98b (up 167% from FY 2021). Profit margin: 4.7% (up from 2.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Sep 28BeNext-Yumeshin Group Co. to Report Q1, 2023 Results on Nov 04, 2022BeNext-Yumeshin Group Co. announced that they will report Q1, 2023 results on Nov 04, 2022
Major Estimate Revision • Aug 17Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥159.2b to JP¥164.0b. EPS estimate increased from JP¥82.56 to JP¥92.60 per share. Net income forecast to grow 113% next year vs 12% growth forecast for Professional Services industry in Japan. Consensus price target up from JP¥2,200 to JP¥2,350. Share price rose 2.4% to JP¥1,737 over the past week.
Price Target Changed • Aug 16Price target increased to JP¥2,350Up from JP¥2,150, the current price target is an average from 3 analysts. New target price is 36% above last closing price of JP¥1,731. Stock is up 50% over the past year. The company is forecast to post earnings per share of JP¥92.60 for next year compared to JP¥43.07 last year.
Reported Earnings • Aug 07Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥43.07. Revenue: JP¥156.6b (up 65% from FY 2021). Net income: JP¥3.84b (up 47% from FY 2021). Profit margin: 2.4% (down from 2.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 1.6%, compared to a 16% growth forecast for the industry in Japan.
お知らせ • Aug 06+ 3 more updatesBeNext-Yumeshin Group Co. Provides Dividend Guidance for the Year End of Fiscal Year Ending June 30, 2023BeNext-Yumeshin Group Co. provided dividend guidance for the Year End of Fiscal Year Ending June 30, 2023. For the year ending June 30, 2023, the company expects dividend to be JPY 30 per share against JPY 28 paid a year ago.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 13 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
お知らせ • Jun 17BeNext-Yumeshin Group Co., Annual General Meeting, Sep 27, 2022BeNext-Yumeshin Group Co., Annual General Meeting, Sep 27, 2022. Agenda: To propose corporate name subject to the approval of a partial amendment to the Articles of Incorporation.
お知らせ • Jun 03BeNext-Yumeshin Group Co. to Report Fiscal Year 2022 Results on Aug 05, 2022BeNext-Yumeshin Group Co. announced that they will report fiscal year 2022 results on Aug 05, 2022
Reported Earnings • May 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: JP¥9.47 (down from JP¥25.07 in 3Q 2021). Revenue: JP¥36.2b (up 66% from 3Q 2021). Net income: JP¥836.0m (down 22% from 3Q 2021). Profit margin: 2.3% (down from 4.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 1.9%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • May 14Benext-Yumeshin Group Co. Provides Dividend Guidance for the Year Ending June 30, 2022BeNext-Yumeshin Group Co. provided dividend guidance for the year ending June 30, 2022. For the period, the company expects to pay dividend of JPY 28.00 per share compared to JPY 27.00 per share a year ago.
