View ValuationSMS 将来の成長Future 基準チェック /56SMS利益と収益がそれぞれ年間58.3%と9.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に23.9% 58.2%なると予測されています。主要情報58.3%収益成長率58.23%EPS成長率Professional Services 収益成長12.8%収益成長率9.6%将来の株主資本利益率23.95%アナリストカバレッジGood最終更新日14 May 2026今後の成長に関する最新情報分析記事 • Apr 30SMS Co., Ltd. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen NextSMS Co., Ltd. ( TSE:2175 ) came out with its annual results last week, and we wanted to see how the business is...分析記事 • Feb 03SMS Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowLast week saw the newest third-quarter earnings release from SMS Co., Ltd. ( TSE:2175 ), an important milestone in the...分析記事 • Oct 30Results: SMS Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesIt's been a sad week for SMS Co., Ltd. ( TSE:2175 ), who've watched their investment drop 16% to JP¥1,340 in the week...分析記事 • Aug 02Results: SMS Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsAs you might know, SMS Co., Ltd. ( TSE:2175 ) recently reported its first-quarter numbers. Revenues of JP¥19b fell...分析記事 • May 01Earnings Release: Here's Why Analysts Cut Their SMS Co., Ltd. (TSE:2175) Price Target To JP¥1,777Shareholders of SMS Co., Ltd. ( TSE:2175 ) will be pleased this week, given that the stock price is up 15% to JP¥1,327...Price Target Changed • Mar 28Price target decreased by 14% to JP¥1,777Down from JP¥2,060, the current price target is an average from 6 analysts. New target price is 51% above last closing price of JP¥1,179. Stock is down 54% over the past year. The company is forecast to post earnings per share of JP¥71.01 for next year compared to JP¥82.96 last year.すべての更新を表示Recent updates分析記事 • Apr 30SMS Co., Ltd. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen NextSMS Co., Ltd. ( TSE:2175 ) came out with its annual results last week, and we wanted to see how the business is...Reported Earnings • Apr 29Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: JP¥174 loss per share (down from JP¥70.96 profit in FY 2025). Revenue: JP¥64.7b (up 6.2% from FY 2025). Net loss: JP¥14.3b (down 337% from profit in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Apr 29SMS Co., Ltd., Annual General Meeting, Jun 19, 2026SMS Co., Ltd., Annual General Meeting, Jun 19, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Declared Dividend • Mar 07Dividend increased to JP¥29.50Dividend of JP¥29.50 is 3.5% higher than last year. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but not covered by cash flows (117% cash payout ratio). The dividend has increased by an average of 24% 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 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Feb 03SMS Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowLast week saw the newest third-quarter earnings release from SMS Co., Ltd. ( TSE:2175 ), an important milestone in the...お知らせ • Feb 03+ 3 more updatesSMS Co., Ltd. to Report Q2, 2027 Results on Oct 29, 2026SMS Co., Ltd. announced that they will report Q2, 2027 results on Oct 29, 2026Reported Earnings • Jan 31Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: JP¥4.05 loss per share (down from JP¥2.07 profit in 3Q 2025). Revenue: JP¥13.9b (up 6.3% from 3Q 2025). Net loss: JP¥332.0m (down 289% from profit in 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 8.4% 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 4% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.お知らせ • Jan 31Sms Co., Ltd. Revises Dividend Guidance for the Fiscal Year-Ending March 31, 2026SMS Co., Ltd. revised dividend guidance for the fiscal year-ending March 31, 2026. For the period, the company expects revised dividend guidance of JPY 29.50 per share compared to JPY 28.50 per share from a year ago.お知らせ • Jan 30SMS Co., Ltd. Provides Year-End Cash Dividend Guidance for the Fiscal Year Ending March 31, 2026SMS Co., Ltd. provided year-end cash dividend guidance of JPY 29.50 per share for the fiscal year ending March 31, 2026 against JPY 28.50 per share paid last year.分析記事 • Jan 27SMS Co., Ltd. (TSE:2175) Looks Just Right With A 26% Price JumpSMS Co., Ltd. ( TSE:2175 ) shareholders have had their patience rewarded with a 26% share price jump in the last month...Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,675, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,814 per share.分析記事 • Oct 30Results: SMS Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesIt's been a sad week for SMS Co., Ltd. ( TSE:2175 ), who've watched their investment drop 16% to JP¥1,340 in the week...Reported Earnings • Oct 30Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥12.82 (up from JP¥5.95 in 2Q 2025). Revenue: JP¥14.8b (up 2.7% from 2Q 2025). Net income: JP¥1.05b (up 108% from 2Q 2025). Profit margin: 7.1% (up from 3.5% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 139%. Revenue is forecast to grow 9.7% 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 4% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.New Risk • Oct 29New 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 6.1% 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 Dividend is not well covered by cash flows (135% cash payout ratio). Share price has been volatile over the past 3 months (6.1% average weekly change).Valuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,310, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 61% over the past three years.分析記事 • Oct 02SMS Co., Ltd.'s (TSE:2175) P/E Still Appears To Be ReasonableWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider SMS...分析記事 • Aug 02Results: SMS Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsAs you might know, SMS Co., Ltd. ( TSE:2175 ) recently reported its first-quarter numbers. Revenues of JP¥19b fell...Reported Earnings • Jul 31First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: JP¥47.16 (up from JP¥36.70 in 1Q 2025). Revenue: JP¥18.7b (up 7.2% from 1Q 2025). Net income: JP¥3.94b (up 25% from 1Q 2025). Profit margin: 21% (up from 18% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 9.5% 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 4% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.分析記事 • Jul 25Here's What To Make Of SMS' (TSE:2175) Decelerating Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Outside Director Nobuko Takagi was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 25Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥70.96 (down from JP¥82.96 in FY 2024). Revenue: JP¥61.0b (up 13% from FY 2024). Net income: JP¥6.05b (down 16% from FY 2024). Profit margin: 9.9% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.分析記事 • May 30Should You Investigate SMS Co., Ltd. (TSE:2175) At JP¥1,447?While SMS Co., Ltd. ( TSE:2175 ) might not have the largest market cap around , it led the TSE gainers with a...分析記事 • May 07After Leaping 32% SMS Co., Ltd. (TSE:2175) Shares Are Not Flying Under The RadarSMS Co., Ltd. ( TSE:2175 ) shares have had a really impressive month, gaining 32% after a shaky period beforehand...お知らせ • May 02+ 2 more updatesSMS Co., Ltd. to Report Q1, 2026 Results on Jul 29, 2025SMS Co., Ltd. announced that they will report Q1, 2026 results on Jul 29, 2025分析記事 • May 01Earnings Release: Here's Why Analysts Cut Their SMS Co., Ltd. (TSE:2175) Price Target To JP¥1,777Shareholders of SMS Co., Ltd. ( TSE:2175 ) will be pleased this week, given that the stock price is up 15% to JP¥1,327...Reported Earnings • Apr 29Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥70.96 (down from JP¥82.96 in FY 2024). Revenue: JP¥61.0b (up 13% from FY 2024). Net income: JP¥6.05b (down 16% from FY 2024). Profit margin: 9.9% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Apr 28+ 1 more updateSMS Co., Ltd., Annual General Meeting, Jun 20, 2025SMS Co., Ltd., Annual General Meeting, Jun 20, 2025.Price Target Changed • Mar 28Price target decreased by 14% to JP¥1,777Down from JP¥2,060, the current price target is an average from 6 analysts. New target price is 51% above last closing price of JP¥1,179. Stock is down 54% over the past year. The company is forecast to post earnings per share of JP¥71.01 for next year compared to JP¥82.96 last year.Upcoming Dividend • Mar 21Upcoming dividend of JP¥28.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.1%).Price Target Changed • Mar 08Price target decreased by 9.8% to JP¥2,075Down from JP¥2,300, the current price target is an average from 6 analysts. New target price is 75% above last closing price of JP¥1,184. Stock is down 52% over the past year. The company is forecast to post earnings per share of JP¥71.36 for next year compared to JP¥82.96 last year.分析記事 • Mar 03SMS (TSE:2175) Has Announced That It Will Be Increasing Its Dividend To ¥28.50The board of SMS Co., Ltd. ( TSE:2175 ) has announced that it will be paying its dividend of ¥28.50 on the 24th of...お知らせ • Mar 01SMS Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2025SMS Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2025分析記事 • Feb 22SMS Co., Ltd. (TSE:2175) Stocks Pounded By 26% But Not Lagging Market On Growth Or PricingSMS Co., Ltd. ( TSE:2175 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...分析記事 • Feb 20These 4 Measures Indicate That SMS (TSE:2175) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,263, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 63% over the past three years.Major Estimate Revision • Feb 07Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥64.1b to JP¥62.0b. EPS estimate also fell from JP¥92.96 per share to JP¥77.36 per share. Net income forecast to grow 11% next year vs 14% growth forecast for Professional Services industry in Japan. Consensus price target down from JP¥3,167 to JP¥2,325. Share price fell 24% to JP¥1,263 over the past week.分析記事 • Feb 05SMS Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's shaping up to be a tough period for SMS Co., Ltd. ( TSE:2175 ), which a week ago released some disappointing...分析記事 • Feb 04SMS' (TSE:2175) Dividend Will Be Increased To ¥28.50The board of SMS Co., Ltd. ( TSE:2175 ) has announced that the dividend on 24th of June will be increased to ¥28.50...Declared Dividend • Feb 03Dividend increased to JP¥28.50Dividend of JP¥28.50 is 43% higher than last year. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 23% 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 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 01Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥2.07 (down from JP¥2.30 in 3Q 2024). Revenue: JP¥13.0b (up 9.8% from 3Q 2024). Net income: JP¥176.0m (down 12% from 3Q 2024). Profit margin: 1.3% (down from 1.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Jan 31SMS Co., Ltd. Amends Year-End Dividend Forecast for the Fiscal Year Ending March 31, 2025Board of Directors of SMS Co., Ltd. has resolved to amend the dividend forecast for the fiscal year ending March 31, 2025 (the Fiscal 2024), as follows. For the period, the company expects to pay year-end dividend of JPY 28.50 per share compared to JPY 20.00 per share paid a year ago. Reason for Revision of Forecast: The Company s basic policy for profit distribution is to pay dividends in line with business results for each fiscal year, with a target consolidated dividend payout ratio of 30%, while prioritizing growth investment and considering the financial conditions. (However, this does not apply in the event of major investment opportunities such as M&A.) Based on this policy, the Company has decided to return profits to shareholders in the form of dividend for this fiscal year.Price Target Changed • Jan 06Price target decreased by 7.8% to JP¥3,167Down from JP¥3,433, the current price target is an average from 6 analysts. New target price is 102% above last closing price of JP¥1,565. Stock is down 44% over the past year. The company is forecast to post earnings per share of JP¥92.87 for next year compared to JP¥82.96 last year.お知らせ • Nov 30SMS Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025SMS Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025分析記事 • Nov 15Is There An Opportunity With SMS Co., Ltd.'s (TSE:2175) 50% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, SMS fair value estimate is JP¥3,170 SMS is estimated to be 50...New Risk • Nov 07New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,699, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Professional Services industry in Japan. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,326 per share.分析記事 • Nov 01Earnings Miss: SMS Co., Ltd. Missed EPS By 46% And Analysts Are Revising Their ForecastsIt's been a mediocre week for SMS Co., Ltd. ( TSE:2175 ) shareholders, with the stock dropping 15% to JP¥1,726 in the...Reported Earnings • Oct 31Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: JP¥5.95 (down from JP¥8.99 in 2Q 2024). Revenue: JP¥14.4b (up 17% from 2Q 2024). Net income: JP¥507.0m (down 36% from 2Q 2024). Profit margin: 3.5% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services 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 fallen by 28% per year, which means it is significantly lagging earnings.分析記事 • Oct 23Market Participants Recognise SMS Co., Ltd.'s (TSE:2175) EarningsWith a price-to-earnings (or "P/E") ratio of 25.5x SMS Co., Ltd. ( TSE:2175 ) may be sending very bearish signals at...分析記事 • Sep 26Does SMS (TSE:2175) Have A Healthy Balance Sheet?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 • Sep 23SMS Co., Ltd.(TSE:2175) dropped from FTSE All-World Index (USD)SMS Co., Ltd.(TSE:2175) dropped from FTSE All-World Index (USD)お知らせ • Aug 27SMS Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024SMS Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024分析記事 • Aug 26SMS (TSE:2175) Has Some Way To Go To Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...分析記事 • Aug 13Is SMS Co., Ltd. (TSE:2175) Potentially Undervalued?While SMS Co., Ltd. ( TSE:2175 ) might not have the largest market cap around , it saw a decent share price growth of...分析記事 • Jul 30SMS Co., Ltd. Just Beat EPS By 24%: Here's What Analysts Think Will Happen NextIt's been a good week for SMS Co., Ltd. ( TSE:2175 ) shareholders, because the company has just released its latest...Reported Earnings • Jul 28First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: JP¥36.70 (down from JP¥38.89 in 1Q 2024). Revenue: JP¥17.4b (up 15% from 1Q 2024). Net income: JP¥3.16b (down 6.7% from 1Q 2024). Profit margin: 18% (down from 22% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.1% 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 fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Jul 26SMS Co., Ltd. (TSE:2175) announces an Equity Buyback for 995,500 shares, representing 1.16% for ¥2,000 million.SMS Co., Ltd. (TSE:2175) announces a share repurchase program. Under the program, the company will repurchase up to 995,500 shares, representing 1.16% of its share capital for ¥2,000 million. The shares will be repurchased in order to enable flexible implementation of capital policies in response to changes in the business environment. The program will be valid till September 30, 2024. As of June 30, 2024, the company had 85,917,568 shares (excluding treasury shares) and 1,644,03 shares in treasury.分析記事 • Jul 17With SMS Co., Ltd. (TSE:2175) It Looks Like You'll Get What You Pay ForSMS Co., Ltd.'s ( TSE:2175 ) price-to-earnings (or "P/E") ratio of 24.5x might make it look like a strong sell right...Reported Earnings • Jun 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥82.96 (up from JP¥73.51 in FY 2023). Revenue: JP¥54.0b (up 18% from FY 2023). Net income: JP¥7.23b (up 13% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.9% 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 15% per year, which means it is significantly lagging earnings.お知らせ • Jun 08SMS Co., Ltd. to Report Q1, 2025 Results on Jul 26, 2024SMS Co., Ltd. announced that they will report Q1, 2025 results on Jul 26, 2024分析記事 • Jun 04Is SMS (TSE:2175) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Apr 28Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥82.96 (up from JP¥73.51 in FY 2023). Revenue: JP¥54.0b (up 18% from FY 2023). Net income: JP¥7.23b (up 13% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.5% 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 9% per year, which means it is significantly lagging earnings.お知らせ • Apr 28SMS Co., Ltd., Annual General Meeting, Jun 21, 2024SMS Co., Ltd., Annual General Meeting, Jun 21, 2024.お知らせ • Apr 27SMS Co., Ltd. (TSE:2175) announces an Equity Buyback for 876,400 shares, representing 1.01% for ¥2,000 million.SMS Co., Ltd. (TSE:2175) announces a share repurchase program. Under the program, the company will repurchase up to 876,400 shares, representing 1.01% of its share capital for ¥2,000 million. The shares will be repurchased in order to enable flexible implementation of capital policies in response to changes in the business environment. The program will be valid till June 30, 2024. As of March 31, 2024, the company had 86,748,768 shares (excluding treasury shares) and 812,832 shares in treasury.分析記事 • Apr 04SMS Co., Ltd. (TSE:2175) Not Flying Under The RadarSMS Co., Ltd.'s ( TSE:2175 ) price-to-earnings (or "P/E") ratio of 34.6x might make it look like a strong sell right...分析記事 • Mar 21Estimating The Fair Value Of SMS Co., Ltd. (TSE:2175)Key Insights SMS' estimated fair value is JP¥2,566 based on 2 Stage Free Cash Flow to Equity Current share price of...Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.1%).分析記事 • Mar 06Does SMS (TSE:2175) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Mar 02SMS Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024SMS Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024Declared Dividend • Feb 02Dividend increased to JP¥20.00Dividend of JP¥20.00 is 33% higher than last year. Ex-date: 28th March 2024 Payment date: 26th June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 21%.お知らせ • Feb 02SMS Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024SMS Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expected net sales of JPY 54,799 million, operating income of JPY 8,375 million, profit attributable to owners of parent of JPY 7,127 million and earnings per share is expected to be JPY 81.70.Reported Earnings • Feb 02Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥2.30 (down from JP¥4.97 in 3Q 2023). Revenue: JP¥11.9b (up 18% from 3Q 2023). Net income: JP¥200.0m (down 54% from 3Q 2023). Profit margin: 1.7% (down from 4.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 55%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.3% 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 12% per year, which means it is significantly lagging earnings.お知らせ • Jan 31SMS Co., Ltd. Revises Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2024SMS Co., Ltd. revised year-end dividend guidance for the fiscal year ending March 31, 2024 (the “Fiscal 2023”). The year-end cash dividend per share for the Fiscal 2023 is projected to be increased by JPY 5.00 compared with the previous fiscal year to JPY 20.00. Actual dividend for fiscal year 2022 is JPY 15.00 per share.Price Target Changed • Dec 16Price target decreased by 7.7% to JP¥3,860Down from JP¥4,183, the current price target is an average from 5 analysts. New target price is 39% above last closing price of JP¥2,785. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥83.68 for next year compared to JP¥73.51 last year.お知らせ • Nov 26SMS Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024SMS Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥8.99 (down from JP¥13.24 in 2Q 2023). Revenue: JP¥12.3b (up 14% from 2Q 2023). Net income: JP¥787.0m (down 32% from 2Q 2023). Profit margin: 6.4% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 41%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.0% 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 8% per year, which means it is significantly lagging earnings.お知らせ • Oct 28SMS Co., Ltd. (TSE:2175) announces an Equity Buyback for 883,100 shares, representing 1.01% for ¥2,000 million.SMS Co., Ltd. (TSE:2175) announces a share repurchase program. Under the program, the company will repurchase up to 883,100 shares, representing 1.01% of its share capital for ¥2,000 million. The shares will be repurchased in order to enable flexible implementation of capital policies in response to changes in the business environment. The program will be valid till December 31, 2023. As of September 30, 2023, the company had 87,560,915 shares (excluding treasury shares) and 685 shares in treasury.New Risk • Oct 20New 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 5.3% 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. This is currently the only risk that has been identified for the company.お知らせ • Sep 28SMS Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023SMS Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023Reported Earnings • Jul 29First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥38.89 (up from JP¥34.14 in 1Q 2023). Revenue: JP¥15.2b (up 21% from 1Q 2023). Net income: JP¥3.39b (up 14% from 1Q 2023). Profit margin: 22% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 14% 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 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 04SMS Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023SMS Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023お知らせ • May 25SMS Co., Ltd., Annual General Meeting, Jun 23, 2023SMS Co., Ltd., Annual General Meeting, Jun 23, 2023. Agenda: To consider distribution of dividends from surplus.Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥73.51 (up from JP¥62.07 in FY 2022). Revenue: JP¥45.7b (up 17% from FY 2022). Net income: JP¥6.41b (up 19% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.Reported Earnings • Feb 01Third quarter 2023 earnings: EPS in line with expectations, revenues disappointThird quarter 2023 results: EPS: JP¥4.97 (up from JP¥2.81 in 3Q 2022). Revenue: JP¥10.1b (up 20% from 3Q 2022). Net income: JP¥433.0m (up 77% from 3Q 2022). Profit margin: 4.3% (up from 2.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% 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 10% per year whereas the company’s share price has increased by 14% per year.お知らせ • Dec 29SMS Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023SMS Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 16Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥13.24 (up from JP¥10.65 in 2Q 2022). Revenue: JP¥10.8b (up 19% from 2Q 2022). Net income: JP¥1.15b (up 24% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 14% 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 10% per year whereas the company’s share price has increased by 9% per year.Reported Earnings • Oct 30Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥13.24 (up from JP¥10.65 in 2Q 2022). Revenue: JP¥10.8b (up 19% from 2Q 2022). Net income: JP¥1.15b (up 24% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 12% 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 increased by 10% per year whereas the company’s share price has increased by 5% per year.お知らせ • Oct 29SMS Co., Ltd. Provides Consolidated Earnings Forecast for the Fiscal Year Ending March 31, 2023SMS Co., Ltd. provided consolidated earnings forecast for the fiscal year ending March 31, 2023. For the full year, the company expected net sales to be JPY 46,063 million, Operating profit to be JPY 7,238 million, Profit attributable to owners of parent to be JPY 5,984 million and earnings per share to be JPY 68.67.Buying Opportunity • Sep 22Now 21% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be JP¥3,640, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.お知らせ • Sep 01SMS Co., Ltd. to Report Q2, 2023 Results on Oct 28, 2022SMS Co., Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022Reported Earnings • Jul 31First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥34.14 (up from JP¥28.42 in 1Q 2022). Revenue: JP¥12.5b (up 16% from 1Q 2022). Net income: JP¥2.98b (up 20% from 1Q 2022). Profit margin: 24% (in line with 1Q 2022). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Over the next year, revenue is forecast to grow 17%, compared to a 15% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥3,060, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 22x in the Professional Services industry in Japan. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,760 per share.業績と収益の成長予測TSE:2175 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202985,7258,6449,25911,78743/31/202877,5497,3717,16210,50163/31/202771,0816,3984,4778,83563/31/202664,735-14,3174,8918,799N/A12/31/202563,4136,868N/AN/AN/A9/30/202562,5857,3762,0636,302N/A6/30/202562,1986,831N/AN/AN/A3/31/202560,9526,0541,7355,806N/A12/31/202459,5016,697N/AN/AN/A9/30/202458,3416,7215,2678,935N/A6/30/202456,2057,001N/AN/AN/A3/31/202453,9737,2276,0619,773N/A12/31/202351,5926,220N/AN/AN/A9/30/202349,8076,4536,2039,688N/A6/30/202348,3446,820N/AN/AN/A3/31/202345,6676,4065,5908,504N/A12/31/202244,0166,321N/AN/AN/A9/30/202242,3066,1336,4448,748N/A6/30/202240,5785,907N/AN/AN/A3/31/202238,8995,4087,8069,818N/A12/31/202137,9095,581N/AN/AN/A9/30/202137,2495,4296,0978,312N/A6/30/202136,2595,075N/AN/AN/A3/31/202135,9604,8004,7346,769N/A12/31/202036,2065,112N/AN/AN/A9/30/202036,1505,2165,6807,429N/A6/30/202036,3005,162N/AN/AN/A3/31/202035,1404,7603,9865,591N/A12/31/201934,1124,342N/AN/AN/A9/30/201933,4244,378N/A5,733N/A6/30/201932,1484,371N/AN/AN/A3/31/201930,8364,216N/A5,156N/A12/31/201829,4073,711N/AN/AN/A9/30/201828,4893,659N/A4,141N/A6/30/201827,6053,561N/AN/AN/A3/31/201826,6113,361N/A4,811N/A12/31/201725,5693,036N/AN/AN/A9/30/201724,2262,817N/A4,357N/A6/30/201723,5092,675N/AN/AN/A3/31/201723,0542,801N/A3,919N/A12/31/201622,9402,699N/A4,150N/A9/30/201621,7342,506N/A3,826N/A6/30/201620,2662,543N/A2,696N/A3/31/201619,0692,265N/A2,244N/A12/31/201517,2321,817N/A1,610N/A9/30/201516,8892,131N/A2,286N/A6/30/201516,0871,906N/A2,614N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 2175は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 0.8% ) よりも高い成長率であると考えられます。収益対市場: 2175今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 2175今後 3 年以内に収益を上げることが予想されます。収益対市場: 2175の収益 ( 9.6% ) JP市場 ( 5.9% ) よりも速いペースで成長すると予測されています。高い収益成長: 2175の収益 ( 9.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2175の 自己資本利益率 は、3年後には高くなると予測されています ( 23.9 %)成長企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/05 06:57終値2026/06/05 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SMS Co., Ltd. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Ritsuo WatanabeBofA Global ResearchKazue YanagisawaCLSAJiro KojimaDaiwa Securities Co. Ltd.8 その他のアナリストを表示
分析記事 • Apr 30SMS Co., Ltd. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen NextSMS Co., Ltd. ( TSE:2175 ) came out with its annual results last week, and we wanted to see how the business is...
分析記事 • Feb 03SMS Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowLast week saw the newest third-quarter earnings release from SMS Co., Ltd. ( TSE:2175 ), an important milestone in the...
分析記事 • Oct 30Results: SMS Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesIt's been a sad week for SMS Co., Ltd. ( TSE:2175 ), who've watched their investment drop 16% to JP¥1,340 in the week...
分析記事 • Aug 02Results: SMS Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsAs you might know, SMS Co., Ltd. ( TSE:2175 ) recently reported its first-quarter numbers. Revenues of JP¥19b fell...
分析記事 • May 01Earnings Release: Here's Why Analysts Cut Their SMS Co., Ltd. (TSE:2175) Price Target To JP¥1,777Shareholders of SMS Co., Ltd. ( TSE:2175 ) will be pleased this week, given that the stock price is up 15% to JP¥1,327...
Price Target Changed • Mar 28Price target decreased by 14% to JP¥1,777Down from JP¥2,060, the current price target is an average from 6 analysts. New target price is 51% above last closing price of JP¥1,179. Stock is down 54% over the past year. The company is forecast to post earnings per share of JP¥71.01 for next year compared to JP¥82.96 last year.
分析記事 • Apr 30SMS Co., Ltd. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen NextSMS Co., Ltd. ( TSE:2175 ) came out with its annual results last week, and we wanted to see how the business is...
Reported Earnings • Apr 29Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: JP¥174 loss per share (down from JP¥70.96 profit in FY 2025). Revenue: JP¥64.7b (up 6.2% from FY 2025). Net loss: JP¥14.3b (down 337% from profit in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 29SMS Co., Ltd., Annual General Meeting, Jun 19, 2026SMS Co., Ltd., Annual General Meeting, Jun 19, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Declared Dividend • Mar 07Dividend increased to JP¥29.50Dividend of JP¥29.50 is 3.5% higher than last year. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but not covered by cash flows (117% cash payout ratio). The dividend has increased by an average of 24% 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 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Feb 03SMS Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowLast week saw the newest third-quarter earnings release from SMS Co., Ltd. ( TSE:2175 ), an important milestone in the...
お知らせ • Feb 03+ 3 more updatesSMS Co., Ltd. to Report Q2, 2027 Results on Oct 29, 2026SMS Co., Ltd. announced that they will report Q2, 2027 results on Oct 29, 2026
Reported Earnings • Jan 31Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: JP¥4.05 loss per share (down from JP¥2.07 profit in 3Q 2025). Revenue: JP¥13.9b (up 6.3% from 3Q 2025). Net loss: JP¥332.0m (down 289% from profit in 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 8.4% 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 4% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
お知らせ • Jan 31Sms Co., Ltd. Revises Dividend Guidance for the Fiscal Year-Ending March 31, 2026SMS Co., Ltd. revised dividend guidance for the fiscal year-ending March 31, 2026. For the period, the company expects revised dividend guidance of JPY 29.50 per share compared to JPY 28.50 per share from a year ago.
お知らせ • Jan 30SMS Co., Ltd. Provides Year-End Cash Dividend Guidance for the Fiscal Year Ending March 31, 2026SMS Co., Ltd. provided year-end cash dividend guidance of JPY 29.50 per share for the fiscal year ending March 31, 2026 against JPY 28.50 per share paid last year.
分析記事 • Jan 27SMS Co., Ltd. (TSE:2175) Looks Just Right With A 26% Price JumpSMS Co., Ltd. ( TSE:2175 ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,675, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,814 per share.
分析記事 • Oct 30Results: SMS Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesIt's been a sad week for SMS Co., Ltd. ( TSE:2175 ), who've watched their investment drop 16% to JP¥1,340 in the week...
Reported Earnings • Oct 30Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥12.82 (up from JP¥5.95 in 2Q 2025). Revenue: JP¥14.8b (up 2.7% from 2Q 2025). Net income: JP¥1.05b (up 108% from 2Q 2025). Profit margin: 7.1% (up from 3.5% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 139%. Revenue is forecast to grow 9.7% 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 4% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
New Risk • Oct 29New 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 6.1% 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 Dividend is not well covered by cash flows (135% cash payout ratio). Share price has been volatile over the past 3 months (6.1% average weekly change).
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,310, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 61% over the past three years.
分析記事 • Oct 02SMS Co., Ltd.'s (TSE:2175) P/E Still Appears To Be ReasonableWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider SMS...
分析記事 • Aug 02Results: SMS Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsAs you might know, SMS Co., Ltd. ( TSE:2175 ) recently reported its first-quarter numbers. Revenues of JP¥19b fell...
Reported Earnings • Jul 31First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: JP¥47.16 (up from JP¥36.70 in 1Q 2025). Revenue: JP¥18.7b (up 7.2% from 1Q 2025). Net income: JP¥3.94b (up 25% from 1Q 2025). Profit margin: 21% (up from 18% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 9.5% 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 4% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
分析記事 • Jul 25Here's What To Make Of SMS' (TSE:2175) Decelerating Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Outside Director Nobuko Takagi was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 25Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥70.96 (down from JP¥82.96 in FY 2024). Revenue: JP¥61.0b (up 13% from FY 2024). Net income: JP¥6.05b (down 16% from FY 2024). Profit margin: 9.9% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
分析記事 • May 30Should You Investigate SMS Co., Ltd. (TSE:2175) At JP¥1,447?While SMS Co., Ltd. ( TSE:2175 ) might not have the largest market cap around , it led the TSE gainers with a...
分析記事 • May 07After Leaping 32% SMS Co., Ltd. (TSE:2175) Shares Are Not Flying Under The RadarSMS Co., Ltd. ( TSE:2175 ) shares have had a really impressive month, gaining 32% after a shaky period beforehand...
お知らせ • May 02+ 2 more updatesSMS Co., Ltd. to Report Q1, 2026 Results on Jul 29, 2025SMS Co., Ltd. announced that they will report Q1, 2026 results on Jul 29, 2025
分析記事 • May 01Earnings Release: Here's Why Analysts Cut Their SMS Co., Ltd. (TSE:2175) Price Target To JP¥1,777Shareholders of SMS Co., Ltd. ( TSE:2175 ) will be pleased this week, given that the stock price is up 15% to JP¥1,327...
Reported Earnings • Apr 29Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥70.96 (down from JP¥82.96 in FY 2024). Revenue: JP¥61.0b (up 13% from FY 2024). Net income: JP¥6.05b (down 16% from FY 2024). Profit margin: 9.9% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Apr 28+ 1 more updateSMS Co., Ltd., Annual General Meeting, Jun 20, 2025SMS Co., Ltd., Annual General Meeting, Jun 20, 2025.
Price Target Changed • Mar 28Price target decreased by 14% to JP¥1,777Down from JP¥2,060, the current price target is an average from 6 analysts. New target price is 51% above last closing price of JP¥1,179. Stock is down 54% over the past year. The company is forecast to post earnings per share of JP¥71.01 for next year compared to JP¥82.96 last year.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥28.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.1%).
Price Target Changed • Mar 08Price target decreased by 9.8% to JP¥2,075Down from JP¥2,300, the current price target is an average from 6 analysts. New target price is 75% above last closing price of JP¥1,184. Stock is down 52% over the past year. The company is forecast to post earnings per share of JP¥71.36 for next year compared to JP¥82.96 last year.
分析記事 • Mar 03SMS (TSE:2175) Has Announced That It Will Be Increasing Its Dividend To ¥28.50The board of SMS Co., Ltd. ( TSE:2175 ) has announced that it will be paying its dividend of ¥28.50 on the 24th of...
お知らせ • Mar 01SMS Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2025SMS Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2025
分析記事 • Feb 22SMS Co., Ltd. (TSE:2175) Stocks Pounded By 26% But Not Lagging Market On Growth Or PricingSMS Co., Ltd. ( TSE:2175 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
分析記事 • Feb 20These 4 Measures Indicate That SMS (TSE:2175) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,263, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 63% over the past three years.
Major Estimate Revision • Feb 07Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥64.1b to JP¥62.0b. EPS estimate also fell from JP¥92.96 per share to JP¥77.36 per share. Net income forecast to grow 11% next year vs 14% growth forecast for Professional Services industry in Japan. Consensus price target down from JP¥3,167 to JP¥2,325. Share price fell 24% to JP¥1,263 over the past week.
分析記事 • Feb 05SMS Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's shaping up to be a tough period for SMS Co., Ltd. ( TSE:2175 ), which a week ago released some disappointing...
分析記事 • Feb 04SMS' (TSE:2175) Dividend Will Be Increased To ¥28.50The board of SMS Co., Ltd. ( TSE:2175 ) has announced that the dividend on 24th of June will be increased to ¥28.50...
Declared Dividend • Feb 03Dividend increased to JP¥28.50Dividend of JP¥28.50 is 43% higher than last year. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 23% 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 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 01Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥2.07 (down from JP¥2.30 in 3Q 2024). Revenue: JP¥13.0b (up 9.8% from 3Q 2024). Net income: JP¥176.0m (down 12% from 3Q 2024). Profit margin: 1.3% (down from 1.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Jan 31SMS Co., Ltd. Amends Year-End Dividend Forecast for the Fiscal Year Ending March 31, 2025Board of Directors of SMS Co., Ltd. has resolved to amend the dividend forecast for the fiscal year ending March 31, 2025 (the Fiscal 2024), as follows. For the period, the company expects to pay year-end dividend of JPY 28.50 per share compared to JPY 20.00 per share paid a year ago. Reason for Revision of Forecast: The Company s basic policy for profit distribution is to pay dividends in line with business results for each fiscal year, with a target consolidated dividend payout ratio of 30%, while prioritizing growth investment and considering the financial conditions. (However, this does not apply in the event of major investment opportunities such as M&A.) Based on this policy, the Company has decided to return profits to shareholders in the form of dividend for this fiscal year.
Price Target Changed • Jan 06Price target decreased by 7.8% to JP¥3,167Down from JP¥3,433, the current price target is an average from 6 analysts. New target price is 102% above last closing price of JP¥1,565. Stock is down 44% over the past year. The company is forecast to post earnings per share of JP¥92.87 for next year compared to JP¥82.96 last year.
お知らせ • Nov 30SMS Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025SMS Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
分析記事 • Nov 15Is There An Opportunity With SMS Co., Ltd.'s (TSE:2175) 50% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, SMS fair value estimate is JP¥3,170 SMS is estimated to be 50...
New Risk • Nov 07New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,699, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Professional Services industry in Japan. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,326 per share.
分析記事 • Nov 01Earnings Miss: SMS Co., Ltd. Missed EPS By 46% And Analysts Are Revising Their ForecastsIt's been a mediocre week for SMS Co., Ltd. ( TSE:2175 ) shareholders, with the stock dropping 15% to JP¥1,726 in the...
Reported Earnings • Oct 31Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: JP¥5.95 (down from JP¥8.99 in 2Q 2024). Revenue: JP¥14.4b (up 17% from 2Q 2024). Net income: JP¥507.0m (down 36% from 2Q 2024). Profit margin: 3.5% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services 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 fallen by 28% per year, which means it is significantly lagging earnings.
分析記事 • Oct 23Market Participants Recognise SMS Co., Ltd.'s (TSE:2175) EarningsWith a price-to-earnings (or "P/E") ratio of 25.5x SMS Co., Ltd. ( TSE:2175 ) may be sending very bearish signals at...
分析記事 • Sep 26Does SMS (TSE:2175) Have A Healthy Balance Sheet?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 • Sep 23SMS Co., Ltd.(TSE:2175) dropped from FTSE All-World Index (USD)SMS Co., Ltd.(TSE:2175) dropped from FTSE All-World Index (USD)
お知らせ • Aug 27SMS Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024SMS Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024
分析記事 • Aug 26SMS (TSE:2175) Has Some Way To Go To Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
分析記事 • Aug 13Is SMS Co., Ltd. (TSE:2175) Potentially Undervalued?While SMS Co., Ltd. ( TSE:2175 ) might not have the largest market cap around , it saw a decent share price growth of...
分析記事 • Jul 30SMS Co., Ltd. Just Beat EPS By 24%: Here's What Analysts Think Will Happen NextIt's been a good week for SMS Co., Ltd. ( TSE:2175 ) shareholders, because the company has just released its latest...
Reported Earnings • Jul 28First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: JP¥36.70 (down from JP¥38.89 in 1Q 2024). Revenue: JP¥17.4b (up 15% from 1Q 2024). Net income: JP¥3.16b (down 6.7% from 1Q 2024). Profit margin: 18% (down from 22% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.1% 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 fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Jul 26SMS Co., Ltd. (TSE:2175) announces an Equity Buyback for 995,500 shares, representing 1.16% for ¥2,000 million.SMS Co., Ltd. (TSE:2175) announces a share repurchase program. Under the program, the company will repurchase up to 995,500 shares, representing 1.16% of its share capital for ¥2,000 million. The shares will be repurchased in order to enable flexible implementation of capital policies in response to changes in the business environment. The program will be valid till September 30, 2024. As of June 30, 2024, the company had 85,917,568 shares (excluding treasury shares) and 1,644,03 shares in treasury.
分析記事 • Jul 17With SMS Co., Ltd. (TSE:2175) It Looks Like You'll Get What You Pay ForSMS Co., Ltd.'s ( TSE:2175 ) price-to-earnings (or "P/E") ratio of 24.5x might make it look like a strong sell right...
Reported Earnings • Jun 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥82.96 (up from JP¥73.51 in FY 2023). Revenue: JP¥54.0b (up 18% from FY 2023). Net income: JP¥7.23b (up 13% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.9% 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 15% per year, which means it is significantly lagging earnings.
お知らせ • Jun 08SMS Co., Ltd. to Report Q1, 2025 Results on Jul 26, 2024SMS Co., Ltd. announced that they will report Q1, 2025 results on Jul 26, 2024
分析記事 • Jun 04Is SMS (TSE:2175) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Apr 28Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥82.96 (up from JP¥73.51 in FY 2023). Revenue: JP¥54.0b (up 18% from FY 2023). Net income: JP¥7.23b (up 13% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.5% 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 9% per year, which means it is significantly lagging earnings.
お知らせ • Apr 28SMS Co., Ltd., Annual General Meeting, Jun 21, 2024SMS Co., Ltd., Annual General Meeting, Jun 21, 2024.
お知らせ • Apr 27SMS Co., Ltd. (TSE:2175) announces an Equity Buyback for 876,400 shares, representing 1.01% for ¥2,000 million.SMS Co., Ltd. (TSE:2175) announces a share repurchase program. Under the program, the company will repurchase up to 876,400 shares, representing 1.01% of its share capital for ¥2,000 million. The shares will be repurchased in order to enable flexible implementation of capital policies in response to changes in the business environment. The program will be valid till June 30, 2024. As of March 31, 2024, the company had 86,748,768 shares (excluding treasury shares) and 812,832 shares in treasury.
分析記事 • Apr 04SMS Co., Ltd. (TSE:2175) Not Flying Under The RadarSMS Co., Ltd.'s ( TSE:2175 ) price-to-earnings (or "P/E") ratio of 34.6x might make it look like a strong sell right...
分析記事 • Mar 21Estimating The Fair Value Of SMS Co., Ltd. (TSE:2175)Key Insights SMS' estimated fair value is JP¥2,566 based on 2 Stage Free Cash Flow to Equity Current share price of...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.1%).
分析記事 • Mar 06Does SMS (TSE:2175) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Mar 02SMS Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024SMS Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024
Declared Dividend • Feb 02Dividend increased to JP¥20.00Dividend of JP¥20.00 is 33% higher than last year. Ex-date: 28th March 2024 Payment date: 26th June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 21%.
お知らせ • Feb 02SMS Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024SMS Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expected net sales of JPY 54,799 million, operating income of JPY 8,375 million, profit attributable to owners of parent of JPY 7,127 million and earnings per share is expected to be JPY 81.70.
Reported Earnings • Feb 02Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥2.30 (down from JP¥4.97 in 3Q 2023). Revenue: JP¥11.9b (up 18% from 3Q 2023). Net income: JP¥200.0m (down 54% from 3Q 2023). Profit margin: 1.7% (down from 4.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 55%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.3% 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 12% per year, which means it is significantly lagging earnings.
お知らせ • Jan 31SMS Co., Ltd. Revises Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2024SMS Co., Ltd. revised year-end dividend guidance for the fiscal year ending March 31, 2024 (the “Fiscal 2023”). The year-end cash dividend per share for the Fiscal 2023 is projected to be increased by JPY 5.00 compared with the previous fiscal year to JPY 20.00. Actual dividend for fiscal year 2022 is JPY 15.00 per share.
Price Target Changed • Dec 16Price target decreased by 7.7% to JP¥3,860Down from JP¥4,183, the current price target is an average from 5 analysts. New target price is 39% above last closing price of JP¥2,785. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥83.68 for next year compared to JP¥73.51 last year.
お知らせ • Nov 26SMS Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024SMS Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: JP¥8.99 (down from JP¥13.24 in 2Q 2023). Revenue: JP¥12.3b (up 14% from 2Q 2023). Net income: JP¥787.0m (down 32% from 2Q 2023). Profit margin: 6.4% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 41%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.0% 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 8% per year, which means it is significantly lagging earnings.
お知らせ • Oct 28SMS Co., Ltd. (TSE:2175) announces an Equity Buyback for 883,100 shares, representing 1.01% for ¥2,000 million.SMS Co., Ltd. (TSE:2175) announces a share repurchase program. Under the program, the company will repurchase up to 883,100 shares, representing 1.01% of its share capital for ¥2,000 million. The shares will be repurchased in order to enable flexible implementation of capital policies in response to changes in the business environment. The program will be valid till December 31, 2023. As of September 30, 2023, the company had 87,560,915 shares (excluding treasury shares) and 685 shares in treasury.
New Risk • Oct 20New 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 5.3% 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. This is currently the only risk that has been identified for the company.
お知らせ • Sep 28SMS Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023SMS Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023
Reported Earnings • Jul 29First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥38.89 (up from JP¥34.14 in 1Q 2023). Revenue: JP¥15.2b (up 21% from 1Q 2023). Net income: JP¥3.39b (up 14% from 1Q 2023). Profit margin: 22% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 14% 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 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 04SMS Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023SMS Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023
お知らせ • May 25SMS Co., Ltd., Annual General Meeting, Jun 23, 2023SMS Co., Ltd., Annual General Meeting, Jun 23, 2023. Agenda: To consider distribution of dividends from surplus.
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥73.51 (up from JP¥62.07 in FY 2022). Revenue: JP¥45.7b (up 17% from FY 2022). Net income: JP¥6.41b (up 19% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.
Reported Earnings • Feb 01Third quarter 2023 earnings: EPS in line with expectations, revenues disappointThird quarter 2023 results: EPS: JP¥4.97 (up from JP¥2.81 in 3Q 2022). Revenue: JP¥10.1b (up 20% from 3Q 2022). Net income: JP¥433.0m (up 77% from 3Q 2022). Profit margin: 4.3% (up from 2.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% 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 10% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Dec 29SMS Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023SMS Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥13.24 (up from JP¥10.65 in 2Q 2022). Revenue: JP¥10.8b (up 19% from 2Q 2022). Net income: JP¥1.15b (up 24% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 14% 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 10% per year whereas the company’s share price has increased by 9% per year.
Reported Earnings • Oct 30Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥13.24 (up from JP¥10.65 in 2Q 2022). Revenue: JP¥10.8b (up 19% from 2Q 2022). Net income: JP¥1.15b (up 24% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 12% 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 increased by 10% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Oct 29SMS Co., Ltd. Provides Consolidated Earnings Forecast for the Fiscal Year Ending March 31, 2023SMS Co., Ltd. provided consolidated earnings forecast for the fiscal year ending March 31, 2023. For the full year, the company expected net sales to be JPY 46,063 million, Operating profit to be JPY 7,238 million, Profit attributable to owners of parent to be JPY 5,984 million and earnings per share to be JPY 68.67.
Buying Opportunity • Sep 22Now 21% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be JP¥3,640, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
お知らせ • Sep 01SMS Co., Ltd. to Report Q2, 2023 Results on Oct 28, 2022SMS Co., Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022
Reported Earnings • Jul 31First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥34.14 (up from JP¥28.42 in 1Q 2022). Revenue: JP¥12.5b (up 16% from 1Q 2022). Net income: JP¥2.98b (up 20% from 1Q 2022). Profit margin: 24% (in line with 1Q 2022). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Over the next year, revenue is forecast to grow 17%, compared to a 15% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥3,060, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 22x in the Professional Services industry in Japan. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,760 per share.