View ValuationCMC 将来の成長Future 基準チェック /06現在、 CMCの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Commercial Services 収益成長6.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 15Second quarter 2026 earnings released: EPS: JP¥66.10 (vs JP¥48.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.10 (up from JP¥48.26 in 2Q 2025). Revenue: JP¥5.67b (up 8.5% from 2Q 2025). Net income: JP¥854.0m (up 35% from 2Q 2025). Profit margin: 15% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.お知らせ • May 01CMC Corporation to Report Q2, 2026 Results on May 05, 2026CMC Corporation announced that they will report Q2, 2026 results on May 05, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 10 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 11First quarter 2026 earnings released: EPS: JP¥43.46 (vs JP¥37.14 in 1Q 2025)First quarter 2026 results: EPS: JP¥43.46 (up from JP¥37.14 in 1Q 2025). Revenue: JP¥4.57b (up 2.3% from 1Q 2025). Net income: JP¥562.0m (up 15% from 1Q 2025). Profit margin: 12% (up from 11% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jan 08Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th March 2026 Payment date: 10th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Dec 10CMC Corporation to Report Q1, 2026 Results on Feb 10, 2026CMC Corporation announced that they will report Q1, 2026 results on Feb 10, 2026分析記事 • Nov 18We Think You Should Be Aware Of Some Concerning Factors In CMC's (TSE:2185) EarningsCMC Corporation's ( TSE:2185 ) healthy profit numbers didn't contain any surprises for investors. We believe that...Reported Earnings • Nov 14Full year 2025 earnings released: EPS: JP¥164 (vs JP¥157 in FY 2024)Full year 2025 results: EPS: JP¥164 (up from JP¥157 in FY 2024). Revenue: JP¥18.3b (down 6.5% from FY 2024). Net income: JP¥2.15b (up 3.4% from FY 2024). Profit margin: 12% (up from 11% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Nov 11CMC Corporation, Annual General Meeting, Dec 19, 2025CMC Corporation, Annual General Meeting, Dec 19, 2025.Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 23 December 2025. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).Buy Or Sell Opportunity • Sep 19Now 20% undervaluedOver the last 90 days, the stock has risen 18% to JP¥1,734. The fair value is estimated to be JP¥2,180, however this is not to be taken as a buy recommendation but rather should be used as a guide only.お知らせ • Sep 09CMC Corporation to Report Fiscal Year 2025 Results on Nov 11, 2025CMC Corporation announced that they will report fiscal year 2025 results on Nov 11, 2025Buy Or Sell Opportunity • Sep 03Now 20% undervaluedOver the last 90 days, the stock has risen 18% to JP¥1,737. The fair value is estimated to be JP¥2,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Reported Earnings • Aug 10Third quarter 2025 earnings released: EPS: JP¥14.87 (vs JP¥12.59 in 3Q 2024)Third quarter 2025 results: EPS: JP¥14.87 (up from JP¥12.59 in 3Q 2024). Revenue: JP¥3.66b (down 10% from 3Q 2024). Net income: JP¥194.0m (up 16% from 3Q 2024). Profit margin: 5.3% (up from 4.1% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Declared Dividend • Jun 11First half dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2025 Payment date: 23rd December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 31CMC Corporation to Report Q3, 2025 Results on Aug 08, 2025CMC Corporation announced that they will report Q3, 2025 results on Aug 08, 2025Reported Earnings • May 15Second quarter 2025 earnings released: EPS: JP¥48.25 (vs JP¥64.90 in 2Q 2024)Second quarter 2025 results: EPS: JP¥48.25 (down from JP¥64.90 in 2Q 2024). Revenue: JP¥5.22b (down 12% from 2Q 2024). Net income: JP¥634.0m (down 26% from 2Q 2024). Profit margin: 12% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.お知らせ • Mar 04CMC Corporation to Report Q2, 2025 Results on May 13, 2025CMC Corporation announced that they will report Q2, 2025 results on May 13, 2025Reported Earnings • Feb 14First quarter 2025 earnings released: EPS: JP¥26.09 (vs JP¥7.09 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.09 (up from JP¥7.09 in 1Q 2024). Revenue: JP¥3.71b (up 1.1% from 1Q 2024). Net income: JP¥346.0m (up 268% from 1Q 2024). Profit margin: 9.3% (up from 2.6% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 20CMC Corporation to Report Q1, 2025 Results on Feb 12, 2025CMC Corporation announced that they will report Q1, 2025 results on Feb 12, 2025分析記事 • Nov 18CMC's (TSE:2185) Earnings Are Of Questionable QualityCMC Corporation ( TSE:2185 ) just reported some strong earnings, and the market reacted accordingly with a healthy...Reported Earnings • Nov 13Full year 2024 earnings released: EPS: JP¥157 (vs JP¥133 in FY 2023)Full year 2024 results: EPS: JP¥157 (up from JP¥133 in FY 2023). Revenue: JP¥19.5b (up 5.8% from FY 2023). Net income: JP¥2.08b (up 18% from FY 2023). Profit margin: 11% (up from 9.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.お知らせ • Nov 11CMC Corporation, Annual General Meeting, Dec 20, 2024CMC Corporation, Annual General Meeting, Dec 20, 2024.New Risk • Nov 11New 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 7.5% 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 Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (8.5% net profit margin).Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥1,492, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 13x in the Commercial Services industry in Japan. Total returns to shareholders of 21% over the past three years.Upcoming Dividend • Sep 20Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).お知らせ • Sep 12CMC Corporation to Report Fiscal Year 2024 Results on Nov 11, 2024CMC Corporation announced that they will report fiscal year 2024 results on Nov 11, 2024Reported Earnings • Aug 13Third quarter 2024 earnings released: EPS: JP¥12.59 (vs JP¥9.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.59 (up from JP¥9.20 in 3Q 2023). Revenue: JP¥4.08b (up 21% from 3Q 2023). Net income: JP¥167.0m (up 37% from 3Q 2023). Profit margin: 4.1% (up from 3.6% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.分析記事 • Aug 06Investors Could Be Concerned With CMC's (TSE:2185) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,065, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 17% over the past three years.お知らせ • Jun 08CMC Corporation to Report Q3, 2024 Results on Aug 09, 2024CMC Corporation announced that they will report Q3, 2024 results on Aug 09, 2024Reported Earnings • May 16Second quarter 2024 earnings released: EPS: JP¥64.90 (vs JP¥61.64 in 2Q 2023)Second quarter 2024 results: EPS: JP¥64.90 (up from JP¥61.64 in 2Q 2023). Revenue: JP¥5.96b (up 1.5% from 2Q 2023). Net income: JP¥861.0m (up 5.4% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 01CMC Corporation to Report Q2, 2024 Results on May 13, 2024CMC Corporation announced that they will report Q2, 2024 results on May 13, 2024New Risk • Feb 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.0b (US$93.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 15First quarter 2024 earnings released: EPS: JP¥7.09 (vs JP¥26.88 in 1Q 2023)First quarter 2024 results: EPS: JP¥7.09 (down from JP¥26.88 in 1Q 2023). Revenue: JP¥3.67b (down 11% from 1Q 2023). Net income: JP¥94.0m (down 74% from 1Q 2023). Profit margin: 2.6% (down from 8.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Dec 28Full year 2023 earnings released: EPS: JP¥133 (vs JP¥151 in FY 2022)Full year 2023 results: EPS: JP¥133 (down from JP¥151 in FY 2022). Revenue: JP¥18.5b (up 3.0% from FY 2022). Net income: JP¥1.76b (down 12% from FY 2022). Profit margin: 9.5% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Dec 06CMC Corporation to Report Q1, 2024 Results on Feb 13, 2024CMC Corporation announced that they will report Q1, 2024 results on Feb 13, 2024お知らせ • Nov 13CMC Corporation, Annual General Meeting, Dec 22, 2023CMC Corporation, Annual General Meeting, Dec 22, 2023.Reported Earnings • Nov 11Full year 2023 earnings released: EPS: JP¥133 (vs JP¥151 in FY 2022)Full year 2023 results: EPS: JP¥133 (down from JP¥151 in FY 2022). Revenue: JP¥18.5b (up 3.0% from FY 2022). Net income: JP¥1.76b (down 12% from FY 2022). Profit margin: 9.5% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 26 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).お知らせ • Sep 14CMC Corporation to Report Fiscal Year 2023 Results on Nov 10, 2023CMC Corporation announced that they will report fiscal year 2023 results on Nov 10, 2023Reported Earnings • Aug 12Third quarter 2023 earnings released: EPS: JP¥9.20 (vs JP¥11.42 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.20 (down from JP¥11.42 in 3Q 2022). Revenue: JP¥3.37b (up 1.8% from 3Q 2022). Net income: JP¥122.0m (down 20% from 3Q 2022). Profit margin: 3.6% (down from 4.6% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 14% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 12CMC Corporation (TSE:2185) agreed to acquire 70% stake in Fuchu Jidosha K.K.CMC Corporation (TSE:2185) agreed to acquire 70% stake in Fuchu Jidosha K.K. on August 10, 2023. The transaction is expected to close by September 15, 2023.お知らせ • Jun 02CMC Corporation to Report Q3, 2023 Results on Aug 10, 2023CMC Corporation announced that they will report Q3, 2023 results on Aug 10, 2023Reported Earnings • May 14Second quarter 2023 earnings released: EPS: JP¥61.63 (vs JP¥33.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥61.63 (up from JP¥33.58 in 2Q 2022). Revenue: JP¥5.87b (up 28% from 2Q 2022). Net income: JP¥817.0m (up 83% from 2Q 2022). Profit margin: 14% (up from 9.7% in 2Q 2022). The increase in margin was driven by higher revenue. 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 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥26.88 (vs JP¥22.56 in 1Q 2022)First quarter 2023 results: EPS: JP¥26.88 (up from JP¥22.56 in 1Q 2022). Revenue: JP¥4.14b (up 14% from 1Q 2022). Net income: JP¥356.0m (up 19% from 1Q 2022). Profit margin: 8.6% (up from 8.3% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥151 (vs JP¥119 in FY 2021)Full year 2022 results: EPS: JP¥151 (up from JP¥119 in FY 2021). Revenue: JP¥17.9b (up 3.4% from FY 2021). Net income: JP¥2.00b (up 24% from FY 2021). Profit margin: 11% (up from 9.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 01CMC Corporation to Report Q1, 2023 Results on Feb 10, 2023CMC Corporation announced that they will report Q1, 2023 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Kenichiro Otake was the last independent 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: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 13CMC Corporation, Annual General Meeting, Dec 23, 2022CMC Corporation, Annual General Meeting, Dec 23, 2022.お知らせ • Sep 23CMC Corporation to Report Q4, 2022 Results on Nov 11, 2022CMC Corporation announced that they will report Q4, 2022 results on Nov 11, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 27 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.3%).Reported Earnings • Aug 12Third quarter 2022 earnings released: EPS: JP¥11.42 (vs JP¥11.26 in 3Q 2021)Third quarter 2022 results: EPS: JP¥11.42 (up from JP¥11.26 in 3Q 2021). Revenue: JP¥3.31b (down 4.6% from 3Q 2021). Net income: JP¥152.0m (flat on 3Q 2021). Profit margin: 4.6% (up from 4.4% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11CMC Corporation (TSE:2185) announces an Equity Buyback for 80,000 shares, representing 0.6% for ¥100 million.CMC Corporation (TSE:2185) announces a share repurchase program. Under the program, the company will repurchase 80,000 shares, representing 0.6% of the outstanding shares for ¥100 million. The purpose of the program is to improve shareholder returns and capital efficiency, and to implement an agile capital policy in response to changes in the business environment. The program will run until September 22, 2022. As of August 1, 2022, the company had 13,323,752 shares (excluding treasury stock) outstanding and 1,040,248 shares in treasury.お知らせ • Jun 05CMC Corporation to Report Q3, 2022 Results on Aug 10, 2022CMC Corporation announced that they will report Q3, 2022 results on Aug 10, 2022Reported Earnings • May 17Second quarter 2022 earnings released: EPS: JP¥33.58 (vs JP¥31.56 in 2Q 2021)Second quarter 2022 results: EPS: JP¥33.58 (up from JP¥31.56 in 2Q 2021). Revenue: JP¥4.59b (up 4.4% from 2Q 2021). Net income: JP¥447.0m (up 3.2% from 2Q 2021). Profit margin: 9.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Kenichiro Otake was the last independent 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: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 07CMC Corporation to Report Q2, 2022 Results on May 13, 2022CMC Corporation announced that they will report Q2, 2022 results on May 13, 2022Reported Earnings • Feb 12First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥22.56 (up from JP¥8.13 in 1Q 2021). Revenue: JP¥3.62b (up 10% from 1Q 2021). Net income: JP¥300.0m (up 166% from 1Q 2021). Profit margin: 8.3% (up from 3.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.Reported Earnings • Nov 12Full year 2021 earnings released: EPS JP¥238 (vs JP¥96.59 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥17.3b (up 1.5% from FY 2020). Net income: JP¥1.62b (up 20% from FY 2020). Profit margin: 9.3% (up from 7.9% in FY 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 28 December 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.9%).Reported Earnings • Aug 13Third quarter 2021 earnings released: EPS JP¥22.52 (vs JP¥10.84 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.47b (up 11% from 3Q 2020). Net income: JP¥152.0m (up 100% from 3Q 2020). Profit margin: 4.4% (up from 2.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.Reported Earnings • May 19Second quarter 2021 earnings released: EPS JP¥63.12 (vs JP¥50.18 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥4.39b (down 10.0% from 2Q 2020). Net income: JP¥433.0m (up 22% from 2Q 2020). Profit margin: 9.9% (up from 7.3% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year.お知らせ • May 15CMC Corporation (JASDAQ:2185) announces an Equity Buyback for 120,000 shares, representing 1.78% for ¥300 million.CMC Corporation (JASDAQ:2185) announces a share repurchase program. Under the program, the company will repurchase 120,000 shares, representing 1.78% of the outstanding shares for ¥300 million. The purpose of the program is to improve shareholder returns and capital efficiency, and to implement an agile capital policy in response to changes in the business environment. The program will run until July 30, 2021. As of April 30, 2021, the company had 7,182,000 shares (excluding treasury stock) outstanding and 423,909 shares in treasury.分析記事 • Mar 18Returns On Capital At CMC (TYO:2185) Paint An Interesting PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Mar 06CMC Corporation to Report Q2, 2021 Results on May 14, 2021CMC Corporation announced that they will report Q2, 2021 results on May 14, 2021分析記事 • Mar 01Here's How We Evaluate CMC Corporation's (TYO:2185) DividendIs CMC Corporation ( TYO:2185 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,151, the stock is trading at a trailing P/E ratio of 11.7x, down from the previous P/E ratio of 14x. This compares to an average P/E of 16x in the Commercial Services industry in Japan. Total return to shareholders over the past three years is a loss of 24%.Is New 90 Day High Low • Feb 18New 90-day low: JP¥2,201The company is down 3.0% from its price of JP¥2,265 on 20 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 4.0% over the same period.Reported Earnings • Feb 14First quarter 2021 earnings released: EPS JP¥16.27 (vs JP¥25.92 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥3.28b (down 18% from 1Q 2020). Net income: JP¥113.0m (down 38% from 1Q 2020). Profit margin: 3.4% (down from 4.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year.分析記事 • Feb 11Shareholders Of CMC (TYO:2185) Must Be Happy With Their 261% Total ReturnThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...分析記事 • Jan 24Is CMC Corporation's (TYO:2185) Latest Stock Performance A Reflection Of Its Financial Health?CMC (TYO:2185) has had a great run on the share market with its stock up by a significant 24% over the last three...分析記事 • Jan 06What Type Of Shareholders Make Up CMC Corporation's (TYO:2185) Share Registry?The big shareholder groups in CMC Corporation ( TYO:2185 ) have power over the company. Insiders often own a large...Is New 90 Day High Low • Dec 18New 90-day high: JP¥2,608The company is up 31% from its price of JP¥1,996 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 1.0% over the same period.分析記事 • Dec 13Will CMC (TYO:2185) Multiply In Value Going Forward?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...お知らせ • Dec 05CMC Corporation to Report Q1, 2021 Results on Feb 12, 2021CMC Corporation announced that they will report Q1, 2021 results on Feb 12, 2021分析記事 • Nov 25What To Know Before Buying CMC Corporation (TYO:2185) For Its DividendToday we'll take a closer look at CMC Corporation (TYO:2185) from a dividend investor's perspective. Owning a strong...Reported Earnings • Nov 14Full year 2020 earnings released: EPS JP¥193The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥17.1b (down 11% from FY 2019). Net income: JP¥1.35b (up 3.0% from FY 2019). Profit margin: 7.9% (up from 6.8% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 09Market bids up stock over the past weekAfter last week's 18% share price gain to JP¥2,300, the stock is trading at a trailing P/E ratio of 14x, up from the previous P/E ratio of 11.8x. This compares to an average P/E of 14x in the Commercial Services industry in Japan. Total returns to shareholders over the past three years are 40%.Is New 90 Day High Low • Nov 05New 90-day high: JP¥2,129The company is up 8.0% from its price of JP¥1,966 on 07 August 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 2.0% over the same period.Is New 90 Day High Low • Oct 09New 90-day low: JP¥1,930The company is down 7.0% from its price of JP¥2,070 on 10 July 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 1.0% over the same period.お知らせ • Sep 03CMC Corporation to Report Fiscal Year 2020 Results on Nov 11, 2020CMC Corporation announced that they will report fiscal year 2020 results on Nov 11, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、CMC は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:2185 - 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3/31/202619,5562,5852,1773,107N/A12/31/202519,1122,365N/AN/AN/A9/30/202518,2562,1491,6982,309N/A6/30/202518,4112,130N/AN/AN/A3/31/202518,8242,103-3572,102N/A12/31/202419,1742,091-3262,100N/A9/30/202419,5232,078-2092,099N/A6/30/202418,7771,589N/AN/AN/A3/31/202418,0731,5441,2611,698N/A12/31/202317,9821,500N/AN/AN/A9/30/202318,4511,7622,7103,055N/A6/30/202319,7862,399N/AN/AN/A3/31/202319,7262,4292,8652,976N/A12/31/202218,4422,059N/AN/AN/A9/30/202217,9172,0031,6531,793N/A6/30/202217,7051,819N/AN/AN/A3/31/202217,8641,8191,9662,142N/A12/31/202117,6701,805N/AN/AN/A9/30/202117,3311,6181,7941,920N/A6/30/202116,2271,439N/AN/AN/A3/31/202115,8731,3631,9832,114N/A12/31/202016,3601,286N/AN/AN/A9/30/202017,0711,3541,1261,337N/A6/30/202017,4501,154N/AN/AN/A3/31/202018,2801,1821,1721,419N/A12/31/201918,5611,110N/AN/AN/A9/30/201919,2511,314N/A1,720N/A6/30/201918,5531,106N/AN/AN/A3/31/201919,0401,322N/A1,785N/A12/31/201818,5091,335N/AN/AN/A9/30/201818,1141,322N/A2,104N/A6/30/201818,4091,491N/AN/AN/A3/31/201817,6241,176N/A1,691N/A12/31/201717,4851,087N/AN/AN/A9/30/201716,889938N/A1,784N/A6/30/201716,764850N/AN/AN/A3/31/201716,097772N/A1,817N/A12/31/201616,404841N/AN/AN/A9/30/201616,499771N/A1,177N/A6/30/201617,183762N/AN/AN/A3/31/201617,308898N/A835N/A12/31/201517,308949N/AN/AN/A9/30/201517,3231,002N/A1,428N/A6/30/201516,510982N/AN/AN/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: 2185の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 2185の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 2185の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 2185の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 2185の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 2185の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/05/25 17:37終値2026/05/25 00:00収益2026/03/31年間収益2025/09/30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CMC Corporation 0 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。2 アナリスト機関Yoko MizoguchiIchiyoshi Research Institute Inc.Mamoru KatouTokai Tokyo Intelligence Laboratory Co., Ltd.
Reported Earnings • May 15Second quarter 2026 earnings released: EPS: JP¥66.10 (vs JP¥48.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.10 (up from JP¥48.26 in 2Q 2025). Revenue: JP¥5.67b (up 8.5% from 2Q 2025). Net income: JP¥854.0m (up 35% from 2Q 2025). Profit margin: 15% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
お知らせ • May 01CMC Corporation to Report Q2, 2026 Results on May 05, 2026CMC Corporation announced that they will report Q2, 2026 results on May 05, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 10 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 11First quarter 2026 earnings released: EPS: JP¥43.46 (vs JP¥37.14 in 1Q 2025)First quarter 2026 results: EPS: JP¥43.46 (up from JP¥37.14 in 1Q 2025). Revenue: JP¥4.57b (up 2.3% from 1Q 2025). Net income: JP¥562.0m (up 15% from 1Q 2025). Profit margin: 12% (up from 11% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jan 08Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 30th March 2026 Payment date: 10th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 10CMC Corporation to Report Q1, 2026 Results on Feb 10, 2026CMC Corporation announced that they will report Q1, 2026 results on Feb 10, 2026
分析記事 • Nov 18We Think You Should Be Aware Of Some Concerning Factors In CMC's (TSE:2185) EarningsCMC Corporation's ( TSE:2185 ) healthy profit numbers didn't contain any surprises for investors. We believe that...
Reported Earnings • Nov 14Full year 2025 earnings released: EPS: JP¥164 (vs JP¥157 in FY 2024)Full year 2025 results: EPS: JP¥164 (up from JP¥157 in FY 2024). Revenue: JP¥18.3b (down 6.5% from FY 2024). Net income: JP¥2.15b (up 3.4% from FY 2024). Profit margin: 12% (up from 11% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Nov 11CMC Corporation, Annual General Meeting, Dec 19, 2025CMC Corporation, Annual General Meeting, Dec 19, 2025.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 23 December 2025. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).
Buy Or Sell Opportunity • Sep 19Now 20% undervaluedOver the last 90 days, the stock has risen 18% to JP¥1,734. The fair value is estimated to be JP¥2,180, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
お知らせ • Sep 09CMC Corporation to Report Fiscal Year 2025 Results on Nov 11, 2025CMC Corporation announced that they will report fiscal year 2025 results on Nov 11, 2025
Buy Or Sell Opportunity • Sep 03Now 20% undervaluedOver the last 90 days, the stock has risen 18% to JP¥1,737. The fair value is estimated to be JP¥2,175, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Reported Earnings • Aug 10Third quarter 2025 earnings released: EPS: JP¥14.87 (vs JP¥12.59 in 3Q 2024)Third quarter 2025 results: EPS: JP¥14.87 (up from JP¥12.59 in 3Q 2024). Revenue: JP¥3.66b (down 10% from 3Q 2024). Net income: JP¥194.0m (up 16% from 3Q 2024). Profit margin: 5.3% (up from 4.1% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Declared Dividend • Jun 11First half dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2025 Payment date: 23rd December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 31CMC Corporation to Report Q3, 2025 Results on Aug 08, 2025CMC Corporation announced that they will report Q3, 2025 results on Aug 08, 2025
Reported Earnings • May 15Second quarter 2025 earnings released: EPS: JP¥48.25 (vs JP¥64.90 in 2Q 2024)Second quarter 2025 results: EPS: JP¥48.25 (down from JP¥64.90 in 2Q 2024). Revenue: JP¥5.22b (down 12% from 2Q 2024). Net income: JP¥634.0m (down 26% from 2Q 2024). Profit margin: 12% (down from 14% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Mar 04CMC Corporation to Report Q2, 2025 Results on May 13, 2025CMC Corporation announced that they will report Q2, 2025 results on May 13, 2025
Reported Earnings • Feb 14First quarter 2025 earnings released: EPS: JP¥26.09 (vs JP¥7.09 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.09 (up from JP¥7.09 in 1Q 2024). Revenue: JP¥3.71b (up 1.1% from 1Q 2024). Net income: JP¥346.0m (up 268% from 1Q 2024). Profit margin: 9.3% (up from 2.6% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 20CMC Corporation to Report Q1, 2025 Results on Feb 12, 2025CMC Corporation announced that they will report Q1, 2025 results on Feb 12, 2025
分析記事 • Nov 18CMC's (TSE:2185) Earnings Are Of Questionable QualityCMC Corporation ( TSE:2185 ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Reported Earnings • Nov 13Full year 2024 earnings released: EPS: JP¥157 (vs JP¥133 in FY 2023)Full year 2024 results: EPS: JP¥157 (up from JP¥133 in FY 2023). Revenue: JP¥19.5b (up 5.8% from FY 2023). Net income: JP¥2.08b (up 18% from FY 2023). Profit margin: 11% (up from 9.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.
お知らせ • Nov 11CMC Corporation, Annual General Meeting, Dec 20, 2024CMC Corporation, Annual General Meeting, Dec 20, 2024.
New Risk • Nov 11New 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 7.5% 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 Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (8.5% net profit margin).
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥1,492, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 13x in the Commercial Services industry in Japan. Total returns to shareholders of 21% over the past three years.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%).
お知らせ • Sep 12CMC Corporation to Report Fiscal Year 2024 Results on Nov 11, 2024CMC Corporation announced that they will report fiscal year 2024 results on Nov 11, 2024
Reported Earnings • Aug 13Third quarter 2024 earnings released: EPS: JP¥12.59 (vs JP¥9.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.59 (up from JP¥9.20 in 3Q 2023). Revenue: JP¥4.08b (up 21% from 3Q 2023). Net income: JP¥167.0m (up 37% from 3Q 2023). Profit margin: 4.1% (up from 3.6% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
分析記事 • Aug 06Investors Could Be Concerned With CMC's (TSE:2185) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,065, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 17% over the past three years.
お知らせ • Jun 08CMC Corporation to Report Q3, 2024 Results on Aug 09, 2024CMC Corporation announced that they will report Q3, 2024 results on Aug 09, 2024
Reported Earnings • May 16Second quarter 2024 earnings released: EPS: JP¥64.90 (vs JP¥61.64 in 2Q 2023)Second quarter 2024 results: EPS: JP¥64.90 (up from JP¥61.64 in 2Q 2023). Revenue: JP¥5.96b (up 1.5% from 2Q 2023). Net income: JP¥861.0m (up 5.4% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 01CMC Corporation to Report Q2, 2024 Results on May 13, 2024CMC Corporation announced that they will report Q2, 2024 results on May 13, 2024
New Risk • Feb 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.0b (US$93.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 15First quarter 2024 earnings released: EPS: JP¥7.09 (vs JP¥26.88 in 1Q 2023)First quarter 2024 results: EPS: JP¥7.09 (down from JP¥26.88 in 1Q 2023). Revenue: JP¥3.67b (down 11% from 1Q 2023). Net income: JP¥94.0m (down 74% from 1Q 2023). Profit margin: 2.6% (down from 8.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Dec 28Full year 2023 earnings released: EPS: JP¥133 (vs JP¥151 in FY 2022)Full year 2023 results: EPS: JP¥133 (down from JP¥151 in FY 2022). Revenue: JP¥18.5b (up 3.0% from FY 2022). Net income: JP¥1.76b (down 12% from FY 2022). Profit margin: 9.5% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Dec 06CMC Corporation to Report Q1, 2024 Results on Feb 13, 2024CMC Corporation announced that they will report Q1, 2024 results on Feb 13, 2024
お知らせ • Nov 13CMC Corporation, Annual General Meeting, Dec 22, 2023CMC Corporation, Annual General Meeting, Dec 22, 2023.
Reported Earnings • Nov 11Full year 2023 earnings released: EPS: JP¥133 (vs JP¥151 in FY 2022)Full year 2023 results: EPS: JP¥133 (down from JP¥151 in FY 2022). Revenue: JP¥18.5b (up 3.0% from FY 2022). Net income: JP¥1.76b (down 12% from FY 2022). Profit margin: 9.5% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 26 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.9%).
お知らせ • Sep 14CMC Corporation to Report Fiscal Year 2023 Results on Nov 10, 2023CMC Corporation announced that they will report fiscal year 2023 results on Nov 10, 2023
Reported Earnings • Aug 12Third quarter 2023 earnings released: EPS: JP¥9.20 (vs JP¥11.42 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.20 (down from JP¥11.42 in 3Q 2022). Revenue: JP¥3.37b (up 1.8% from 3Q 2022). Net income: JP¥122.0m (down 20% from 3Q 2022). Profit margin: 3.6% (down from 4.6% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 12CMC Corporation (TSE:2185) agreed to acquire 70% stake in Fuchu Jidosha K.K.CMC Corporation (TSE:2185) agreed to acquire 70% stake in Fuchu Jidosha K.K. on August 10, 2023. The transaction is expected to close by September 15, 2023.
お知らせ • Jun 02CMC Corporation to Report Q3, 2023 Results on Aug 10, 2023CMC Corporation announced that they will report Q3, 2023 results on Aug 10, 2023
Reported Earnings • May 14Second quarter 2023 earnings released: EPS: JP¥61.63 (vs JP¥33.58 in 2Q 2022)Second quarter 2023 results: EPS: JP¥61.63 (up from JP¥33.58 in 2Q 2022). Revenue: JP¥5.87b (up 28% from 2Q 2022). Net income: JP¥817.0m (up 83% from 2Q 2022). Profit margin: 14% (up from 9.7% in 2Q 2022). The increase in margin was driven by higher revenue. 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 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥26.88 (vs JP¥22.56 in 1Q 2022)First quarter 2023 results: EPS: JP¥26.88 (up from JP¥22.56 in 1Q 2022). Revenue: JP¥4.14b (up 14% from 1Q 2022). Net income: JP¥356.0m (up 19% from 1Q 2022). Profit margin: 8.6% (up from 8.3% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥151 (vs JP¥119 in FY 2021)Full year 2022 results: EPS: JP¥151 (up from JP¥119 in FY 2021). Revenue: JP¥17.9b (up 3.4% from FY 2021). Net income: JP¥2.00b (up 24% from FY 2021). Profit margin: 11% (up from 9.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 01CMC Corporation to Report Q1, 2023 Results on Feb 10, 2023CMC Corporation announced that they will report Q1, 2023 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Kenichiro Otake was the last independent 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: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 13CMC Corporation, Annual General Meeting, Dec 23, 2022CMC Corporation, Annual General Meeting, Dec 23, 2022.
お知らせ • Sep 23CMC Corporation to Report Q4, 2022 Results on Nov 11, 2022CMC Corporation announced that they will report Q4, 2022 results on Nov 11, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 27 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.3%).
Reported Earnings • Aug 12Third quarter 2022 earnings released: EPS: JP¥11.42 (vs JP¥11.26 in 3Q 2021)Third quarter 2022 results: EPS: JP¥11.42 (up from JP¥11.26 in 3Q 2021). Revenue: JP¥3.31b (down 4.6% from 3Q 2021). Net income: JP¥152.0m (flat on 3Q 2021). Profit margin: 4.6% (up from 4.4% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11CMC Corporation (TSE:2185) announces an Equity Buyback for 80,000 shares, representing 0.6% for ¥100 million.CMC Corporation (TSE:2185) announces a share repurchase program. Under the program, the company will repurchase 80,000 shares, representing 0.6% of the outstanding shares for ¥100 million. The purpose of the program is to improve shareholder returns and capital efficiency, and to implement an agile capital policy in response to changes in the business environment. The program will run until September 22, 2022. As of August 1, 2022, the company had 13,323,752 shares (excluding treasury stock) outstanding and 1,040,248 shares in treasury.
お知らせ • Jun 05CMC Corporation to Report Q3, 2022 Results on Aug 10, 2022CMC Corporation announced that they will report Q3, 2022 results on Aug 10, 2022
Reported Earnings • May 17Second quarter 2022 earnings released: EPS: JP¥33.58 (vs JP¥31.56 in 2Q 2021)Second quarter 2022 results: EPS: JP¥33.58 (up from JP¥31.56 in 2Q 2021). Revenue: JP¥4.59b (up 4.4% from 2Q 2021). Net income: JP¥447.0m (up 3.2% from 2Q 2021). Profit margin: 9.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Kenichiro Otake was the last independent 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: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 07CMC Corporation to Report Q2, 2022 Results on May 13, 2022CMC Corporation announced that they will report Q2, 2022 results on May 13, 2022
Reported Earnings • Feb 12First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥22.56 (up from JP¥8.13 in 1Q 2021). Revenue: JP¥3.62b (up 10% from 1Q 2021). Net income: JP¥300.0m (up 166% from 1Q 2021). Profit margin: 8.3% (up from 3.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
Reported Earnings • Nov 12Full year 2021 earnings released: EPS JP¥238 (vs JP¥96.59 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥17.3b (up 1.5% from FY 2020). Net income: JP¥1.62b (up 20% from FY 2020). Profit margin: 9.3% (up from 7.9% in FY 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 28 December 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.9%).
Reported Earnings • Aug 13Third quarter 2021 earnings released: EPS JP¥22.52 (vs JP¥10.84 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.47b (up 11% from 3Q 2020). Net income: JP¥152.0m (up 100% from 3Q 2020). Profit margin: 4.4% (up from 2.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.
Reported Earnings • May 19Second quarter 2021 earnings released: EPS JP¥63.12 (vs JP¥50.18 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥4.39b (down 10.0% from 2Q 2020). Net income: JP¥433.0m (up 22% from 2Q 2020). Profit margin: 9.9% (up from 7.3% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year.
お知らせ • May 15CMC Corporation (JASDAQ:2185) announces an Equity Buyback for 120,000 shares, representing 1.78% for ¥300 million.CMC Corporation (JASDAQ:2185) announces a share repurchase program. Under the program, the company will repurchase 120,000 shares, representing 1.78% of the outstanding shares for ¥300 million. The purpose of the program is to improve shareholder returns and capital efficiency, and to implement an agile capital policy in response to changes in the business environment. The program will run until July 30, 2021. As of April 30, 2021, the company had 7,182,000 shares (excluding treasury stock) outstanding and 423,909 shares in treasury.
分析記事 • Mar 18Returns On Capital At CMC (TYO:2185) Paint An Interesting PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Mar 06CMC Corporation to Report Q2, 2021 Results on May 14, 2021CMC Corporation announced that they will report Q2, 2021 results on May 14, 2021
分析記事 • Mar 01Here's How We Evaluate CMC Corporation's (TYO:2185) DividendIs CMC Corporation ( TYO:2185 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,151, the stock is trading at a trailing P/E ratio of 11.7x, down from the previous P/E ratio of 14x. This compares to an average P/E of 16x in the Commercial Services industry in Japan. Total return to shareholders over the past three years is a loss of 24%.
Is New 90 Day High Low • Feb 18New 90-day low: JP¥2,201The company is down 3.0% from its price of JP¥2,265 on 20 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 4.0% over the same period.
Reported Earnings • Feb 14First quarter 2021 earnings released: EPS JP¥16.27 (vs JP¥25.92 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥3.28b (down 18% from 1Q 2020). Net income: JP¥113.0m (down 38% from 1Q 2020). Profit margin: 3.4% (down from 4.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year.
分析記事 • Feb 11Shareholders Of CMC (TYO:2185) Must Be Happy With Their 261% Total ReturnThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
分析記事 • Jan 24Is CMC Corporation's (TYO:2185) Latest Stock Performance A Reflection Of Its Financial Health?CMC (TYO:2185) has had a great run on the share market with its stock up by a significant 24% over the last three...
分析記事 • Jan 06What Type Of Shareholders Make Up CMC Corporation's (TYO:2185) Share Registry?The big shareholder groups in CMC Corporation ( TYO:2185 ) have power over the company. Insiders often own a large...
Is New 90 Day High Low • Dec 18New 90-day high: JP¥2,608The company is up 31% from its price of JP¥1,996 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 1.0% over the same period.
分析記事 • Dec 13Will CMC (TYO:2185) Multiply In Value Going Forward?To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
お知らせ • Dec 05CMC Corporation to Report Q1, 2021 Results on Feb 12, 2021CMC Corporation announced that they will report Q1, 2021 results on Feb 12, 2021
分析記事 • Nov 25What To Know Before Buying CMC Corporation (TYO:2185) For Its DividendToday we'll take a closer look at CMC Corporation (TYO:2185) from a dividend investor's perspective. Owning a strong...
Reported Earnings • Nov 14Full year 2020 earnings released: EPS JP¥193The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥17.1b (down 11% from FY 2019). Net income: JP¥1.35b (up 3.0% from FY 2019). Profit margin: 7.9% (up from 6.8% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 09Market bids up stock over the past weekAfter last week's 18% share price gain to JP¥2,300, the stock is trading at a trailing P/E ratio of 14x, up from the previous P/E ratio of 11.8x. This compares to an average P/E of 14x in the Commercial Services industry in Japan. Total returns to shareholders over the past three years are 40%.
Is New 90 Day High Low • Nov 05New 90-day high: JP¥2,129The company is up 8.0% from its price of JP¥1,966 on 07 August 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 2.0% over the same period.
Is New 90 Day High Low • Oct 09New 90-day low: JP¥1,930The company is down 7.0% from its price of JP¥2,070 on 10 July 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 1.0% over the same period.
お知らせ • Sep 03CMC Corporation to Report Fiscal Year 2020 Results on Nov 11, 2020CMC Corporation announced that they will report fiscal year 2020 results on Nov 11, 2020