NJS（2325）株式概要株式会社NJSは子会社とともに、主に水・環境コンサルティング、デジタルトランスフォーメーション、カスタマーサービス事業を国内外で展開している。 詳細2325 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績4/6財務の健全性6/6配当金4/6報酬収益は年間2.02%増加すると予測されています 過去1年間で収益は10.9%増加しました リスク分析不安定な配当実績 すべてのリスクチェックを見る2325 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥5.27k6.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture036b2016201920222025202620282031Revenue JP¥36.3bEarnings JP¥3.9bAdvancedSet Fair ValueView all narrativesNJS Co., Ltd. 競合他社Nippon Air conditioning ServicesSymbol: TSE:4658Market cap: JP¥53.1bOYOSymbol: TSE:9755Market cap: JP¥64.9bMidac HoldingsSymbol: TSE:6564Market cap: JP¥63.1bgremsIncSymbol: TSE:3150Market cap: JP¥55.8b価格と性能株価の高値、安値、推移の概要NJS過去の株価現在の株価JP¥5,270.0052週高値JP¥6,750.0052週安値JP¥4,315.00ベータ0.281ヶ月の変化12.85%3ヶ月変化15.19%1年変化14.57%3年間の変化126.37%5年間の変化151.67%IPOからの変化558.75%最新ニュースBuy Or Sell Opportunity • May 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥5,250. The fair value is estimated to be JP¥4,310, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 2.0% per annum over the same time period.Reported Earnings • May 18First quarter 2026 earnings released: EPS: JP¥306 (vs JP¥238 in 1Q 2025)First quarter 2026 results: EPS: JP¥306 (up from JP¥238 in 1Q 2025). Revenue: JP¥10.6b (up 20% from 1Q 2025). Net income: JP¥2.91b (up 29% from 1Q 2025). Profit margin: 27% (up from 26% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Apr 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th June 2026 Payment date: 11th September 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥229 (up from JP¥222 in FY 2024). Revenue: JP¥24.9b (up 10.0% from FY 2024). Net income: JP¥2.18b (up 3.2% from FY 2024). Profit margin: 8.8% (down from 9.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥229 (up from JP¥222 in FY 2024). Revenue: JP¥24.9b (up 10.0% from FY 2024). Net income: JP¥2.18b (up 3.2% from FY 2024). Profit margin: 8.8% (down from 9.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 14+ 2 more updatesNJS Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026NJS Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales of ¥28,000 million, operating profit of ¥3,600 million, profit attributable to owners of parent of ¥2,450 million and basic earnings per share of ¥257.27.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • May 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥5,250. The fair value is estimated to be JP¥4,310, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 2.0% per annum over the same time period.Reported Earnings • May 18First quarter 2026 earnings released: EPS: JP¥306 (vs JP¥238 in 1Q 2025)First quarter 2026 results: EPS: JP¥306 (up from JP¥238 in 1Q 2025). Revenue: JP¥10.6b (up 20% from 1Q 2025). Net income: JP¥2.91b (up 29% from 1Q 2025). Profit margin: 27% (up from 26% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Apr 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th June 2026 Payment date: 11th September 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥229 (up from JP¥222 in FY 2024). Revenue: JP¥24.9b (up 10.0% from FY 2024). Net income: JP¥2.18b (up 3.2% from FY 2024). Profit margin: 8.8% (down from 9.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥229 (up from JP¥222 in FY 2024). Revenue: JP¥24.9b (up 10.0% from FY 2024). Net income: JP¥2.18b (up 3.2% from FY 2024). Profit margin: 8.8% (down from 9.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 14+ 2 more updatesNJS Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026NJS Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales of ¥28,000 million, operating profit of ¥3,600 million, profit attributable to owners of parent of ¥2,450 million and basic earnings per share of ¥257.27.お知らせ • Feb 13NJS Co., Ltd., Annual General Meeting, Mar 27, 2026NJS Co., Ltd., Annual General Meeting, Mar 27, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.0%).分析記事 • Dec 03NJS' (TSE:2325) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will be paying its dividend of ¥55.00 on the 26th of...お知らせ • Dec 03+ 3 more updatesNJS Co., Ltd. to Report Q2, 2026 Results on Aug 12, 2026NJS Co., Ltd. announced that they will report Q2, 2026 results on Aug 12, 2026分析記事 • Nov 17NJS (TSE:2325) Is Increasing Its Dividend To ¥55.00NJS Co., Ltd. ( TSE:2325 ) has announced that it will be increasing its dividend from last year's comparable payment on...Reported Earnings • Nov 12Third quarter 2025 earnings released: JP¥82.94 loss per share (vs JP¥43.85 loss in 3Q 2024)Third quarter 2025 results: JP¥82.94 loss per share (further deteriorated from JP¥43.85 loss in 3Q 2024). Revenue: JP¥4.12b (up 7.9% from 3Q 2024). Net loss: JP¥790.0m (loss widened 89% from 3Q 2024). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 30NJS' (TSE:2325) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will be increasing its dividend by 10% on the 26th of...Declared Dividend • Sep 12First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 1.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,380, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 256% over the past three years.お知らせ • Aug 26NJS Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2025NJS Co., Ltd. revised consolidated earnings guidance for the fiscal year ending December 31, 2025. For the year, the company now expects consolidated net sales to be JPY 25,500 million compared to previous guidance of JPY 25,000 million, consolidated operating profit to be JPY 3,600 million compared to previous guidance of JPY 3,050 million, profit attributable to owners of parent to be JPY 2,350 million compared to previous guidance of JPY 2,150 million, earnings per share to be JPY 246.90 compared to previous guidance of JPY 226.00. This revision is based on the steady progress of net sales for domestic consulting projects, which has led to an upward revision of net sales and a corresponding change in profit forecasts.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: JP¥44.38 (vs JP¥48.04 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.38 (down from JP¥48.04 in 2Q 2024). Revenue: JP¥5.44b (up 9.0% from 2Q 2024). Net income: JP¥422.5m (down 7.6% from 2Q 2024). Profit margin: 7.8% (down from 9.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 24NJS (TSE:2325) Is Due To Pay A Dividend Of ¥50.00NJS Co., Ltd. ( TSE:2325 ) will pay a dividend of ¥50.00 on the 11th of September. This makes the dividend yield about...Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥5,860, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 217% over the past three years.分析記事 • May 29Subdued Growth No Barrier To NJS Co., Ltd. (TSE:2325) With Shares Advancing 32%NJS Co., Ltd. ( TSE:2325 ) shareholders would be excited to see that the share price has had a great month, posting a...Reported Earnings • May 18First quarter 2025 earnings released: EPS: JP¥238 (vs JP¥191 in 1Q 2024)First quarter 2025 results: EPS: JP¥238 (up from JP¥191 in 1Q 2024). Revenue: JP¥8.85b (up 5.9% from 1Q 2024). Net income: JP¥2.26b (up 24% from 1Q 2024). Profit margin: 26% (up from 22% in 1Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Commercial 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 increased by 28% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 14NJS (TSE:2325) Is Due To Pay A Dividend Of ¥50.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥50.00 per share on the 11th of...分析記事 • Apr 26NJS (TSE:2325) Has Announced A Dividend Of ¥50.00NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥50.00 per share on the 11th of September. This...分析記事 • Apr 12NJS (TSE:2325) Is Due To Pay A Dividend Of ¥50.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥50.00 per share on the 11th of...Declared Dividend • Apr 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th June 2025 Payment date: 11th September 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,525, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total returns to shareholders of 92% over the past three years.お知らせ • Mar 27+ 2 more updatesNJS Co., Ltd. to Report Q1, 2025 Results on May 14, 2025NJS Co., Ltd. announced that they will report Q1, 2025 results on May 14, 2025お知らせ • Mar 26NJS Co., Ltd. (TSE:2325) signed a letter of intent to acquire Cdc Aqua Service K.K. from CDC Information System Co., Ltd.NJS Co., Ltd. (TSE:2325) signed a letter of intent to acquire Cdc Aqua Service K.K. from CDC Information System Co., Ltd. on March 25, 2025. For the period ending March 31, 2024, Cdc Aqua Service K.K. reported total revenue of ¥15.4 million, EBIT of ¥4.62 million and net income of ¥3.12 million. As of March 31, 2024, Cdc Aqua Service K.K. reported total assets of ¥72 million and total common equity of ¥22.26 million. The expected completion of the transaction is April 1, 2025 to April 10, 2025.New Risk • Mar 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Feb 27NJS Co., Ltd.'s (TSE:2325) Shares Climb 30% But Its Business Is Yet to Catch UpNJS Co., Ltd. ( TSE:2325 ) shareholders would be excited to see that the share price has had a great month, posting a...Reported Earnings • Feb 16Full year 2024 earnings released: EPS: JP¥222 (vs JP¥209 in FY 2023)Full year 2024 results: EPS: JP¥222 (up from JP¥209 in FY 2023). Revenue: JP¥22.6b (up 2.6% from FY 2023). Net income: JP¥2.12b (up 5.9% from FY 2023). Profit margin: 9.4% (up from 9.1% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 14+ 2 more updatesNJS Co., Ltd., Annual General Meeting, Mar 25, 2025NJS Co., Ltd., Annual General Meeting, Mar 25, 2025.New Risk • Jan 30New 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 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,760, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 13x in the Commercial Services industry in Japan. Total returns to shareholders of 110% over the past three years.分析記事 • Jan 13Market Cool On NJS Co., Ltd.'s (TSE:2325) EarningsThere wouldn't be many who think NJS Co., Ltd.'s ( TSE:2325 ) price-to-earnings (or "P/E") ratio of 11.8x is worth a...Upcoming Dividend • Dec 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 27 March 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.1%).分析記事 • Dec 03NJS' (TSE:2325) Dividend Will Be Increased To ¥50.00NJS Co., Ltd. ( TSE:2325 ) will increase its dividend from last year's comparable payment on the 27th of March to...お知らせ • Dec 03NJS Co., Ltd. to Report Q4, 2024 Results on Feb 14, 2025NJS Co., Ltd. announced that they will report Q4, 2024 results on Feb 14, 2025Reported Earnings • Nov 13Third quarter 2024 earnings released: JP¥43.82 loss per share (vs JP¥36.89 loss in 3Q 2023)Third quarter 2024 results: JP¥43.82 loss per share (further deteriorated from JP¥36.89 loss in 3Q 2023). Revenue: JP¥3.82b (down 13% from 3Q 2023). Net loss: JP¥417.0m (loss widened 19% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,975, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total returns to shareholders of 114% over the past three years.分析記事 • Aug 31NJS (TSE:2325) Is Increasing Its Dividend To ¥50.00NJS Co., Ltd. ( TSE:2325 ) has announced that it will be increasing its dividend from last year's comparable payment on...お知らせ • Aug 30NJS Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024NJS Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: JP¥120 (vs JP¥60.48 in 2Q 2023)Second quarter 2024 results: EPS: JP¥120 (up from JP¥60.48 in 2Q 2023). Revenue: JP¥6.68b (up 16% from 2Q 2023). Net income: JP¥1.14b (up 98% from 2Q 2023). Profit margin: 17% (up from 10.0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 15NJS (TSE:2325) Will Pay A Larger Dividend Than Last Year At ¥50.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that the dividend on 27th of March will be increased to ¥50.00...Declared Dividend • Aug 15Dividend increased to JP¥50.00Dividend of JP¥50.00 is 11% higher than last year. Ex-date: 27th December 2024 Payment date: 27th March 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (29% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Aug 05NJS (TSE:2325) May Have Issues Allocating Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥3,035, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total returns to shareholders of 75% over the past three years.New Risk • Jul 25New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results.分析記事 • Jun 24NJS (TSE:2325) Has Announced A Dividend Of ¥45.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥45.00 per share on the 12th of...分析記事 • Jun 10NJS' (TSE:2325) Dividend Will Be ¥45.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥45.00 per share on the 12th of...分析記事 • May 27NJS (TSE:2325) Has Announced A Dividend Of ¥45.00NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥45.00 per share on the 12th of September. This...Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥191 (vs JP¥112 in 1Q 2023)First quarter 2024 results: EPS: JP¥191 (up from JP¥112 in 1Q 2023). Revenue: JP¥8.35b (up 22% from 1Q 2023). Net income: JP¥1.83b (up 70% from 1Q 2023). Profit margin: 22% (up from 16% in 1Q 2023). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.分析記事 • Apr 11NJS (TSE:2325) Has Announced A Dividend Of ¥45.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥45.00 per share on the 12th of...Declared Dividend • Apr 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2024 Payment date: 12th September 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 1.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 19Full year 2023 earnings released: EPS: JP¥209 (vs JP¥181 in FY 2022)Full year 2023 results: EPS: JP¥209 (up from JP¥181 in FY 2022). Revenue: JP¥22.0b (up 14% from FY 2022). Net income: JP¥2.00b (up 16% from FY 2022). Profit margin: 9.1% (up from 9.0% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Feb 15+ 3 more updatesNJS Co., Ltd., Annual General Meeting, Mar 26, 2024NJS Co., Ltd., Annual General Meeting, Mar 26, 2024.Upcoming Dividend • Dec 21Upcoming dividend of JP¥45.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 March 2024. Payout ratio is a comfortable 63% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.9%).お知らせ • Dec 05+ 1 more updateNJS Co., Ltd. to Report Q1, 2024 Results on May 13, 2024NJS Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024Reported Earnings • Nov 13Third quarter 2023 earnings released: JP¥36.89 loss per share (vs JP¥34.69 loss in 3Q 2022)Third quarter 2023 results: JP¥36.89 loss per share (further deteriorated from JP¥34.69 loss in 3Q 2022). Revenue: JP¥4.37b (up 33% from 3Q 2022). Net loss: JP¥352.0m (loss widened 6.3% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 31% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 1.0% per year over the past 5 years. High level of non-cash earnings (31% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.0% net profit margin).New Risk • Aug 12New major risk - Revenue and earnings growthEarnings have declined by 1.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.0% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.0% net profit margin).Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥60.48 (vs JP¥106 in 2Q 2022)Second quarter 2023 results: EPS: JP¥60.48 (down from JP¥106 in 2Q 2022). Revenue: JP¥5.77b (up 20% from 2Q 2022). Net income: JP¥577.0m (down 43% from 2Q 2022). Profit margin: 10.0% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 22Upcoming dividend of JP¥40.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 13 September 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.0%).Reported Earnings • May 14First quarter 2023 earnings released: EPS: JP¥112 (vs JP¥119 in 1Q 2022)First quarter 2023 results: EPS: JP¥112 (down from JP¥119 in 1Q 2022). Revenue: JP¥6.85b (up 7.1% from 1Q 2022). Net income: JP¥1.07b (down 5.3% from 1Q 2022). Profit margin: 16% (down from 18% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.Reported Earnings • Feb 17Full year 2022 earnings released: EPS: JP¥181 (vs JP¥202 in FY 2021)Full year 2022 results: EPS: JP¥181 (down from JP¥202 in FY 2021). Revenue: JP¥19.2b (flat on FY 2021). Net income: JP¥1.73b (down 11% from FY 2021). Profit margin: 9.0% (down from 10.0% in FY 2021). 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 8% per year.Upcoming Dividend • Dec 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 March 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).お知らせ • Dec 06NJS Co., Ltd. to Report Fiscal Year 2022 Results on Mar 28, 2023NJS Co., Ltd. announced that they will report fiscal year 2022 results on Mar 28, 2023Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. 2 experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). President, CEO & Representative Director Masaaki Murakami is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Misao Konishi was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 12Third quarter 2022 earnings released: JP¥34.69 loss per share (vs JP¥19.20 loss in 3Q 2021)Third quarter 2022 results: JP¥34.69 loss per share (further deteriorated from JP¥19.20 loss in 3Q 2021). Revenue: JP¥3.30b (up 16% from 3Q 2021). Net loss: JP¥331.0m (loss widened 81% from 3Q 2021). 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 6% per year.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: JP¥106 (vs JP¥61.79 in 2Q 2021)Second quarter 2022 results: EPS: JP¥106 (up from JP¥61.79 in 2Q 2021). Revenue: JP¥4.83b (down 9.7% from 2Q 2021). Net income: JP¥1.01b (up 72% from 2Q 2021). Profit margin: 21% (up from 11% in 2Q 2021). The increase in margin was driven by lower expenses. 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 8% per year.Upcoming Dividend • Jun 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 13 September 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).Reported Earnings • May 15First quarter 2022 earnings released: EPS: JP¥119 (vs JP¥125 in 1Q 2021)First quarter 2022 results: EPS: JP¥119 (down from JP¥125 in 1Q 2021). Revenue: JP¥6.40b (up 14% from 1Q 2021). Net income: JP¥1.13b (down 4.7% from 1Q 2021). Profit margin: 18% (down from 21% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 1 highly experienced director. No independent directors (8 non-independent directors). President & Representative Director Masaaki Murakami is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 07+ 2 more updatesNJS Co., Ltd. to Report Q3, 2022 Results on Nov 10, 2022NJS Co., Ltd. announced that they will report Q3, 2022 results on Nov 10, 2022お知らせ • Feb 17NJS Co., Ltd., Annual General Meeting, Mar 25, 2022NJS Co., Ltd., Annual General Meeting, Mar 25, 2022.Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥202 (up from JP¥179 in FY 2020). Revenue: JP¥19.3b (up 1.9% from FY 2020). Net income: JP¥1.93b (up 13% from FY 2020). Profit margin: 10.0% (up from 9.0% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Upcoming Dividend • Dec 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 35% and the cash payout ratio is 86%. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).Reported Earnings • Nov 11Third quarter 2021 earnings released: JP¥19.19 loss per share (vs JP¥14.27 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.83b (down 26% from 3Q 2020). Net loss: JP¥183.0m (down 235% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 11 September 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (2.0%).Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥125 (vs JP¥89.42 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥5.60b (down 4.8% from 1Q 2020). Net income: JP¥1.19b (up 39% from 1Q 2020). Profit margin: 21% (up from 14% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.Reported Earnings • Apr 05Full year 2020 earnings released: EPS JP¥179 (vs JP¥175 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: JP¥19.0b (up 9.3% from FY 2019). Net income: JP¥1.70b (up 1.6% from FY 2019). Profit margin: 9.0% (in line with FY 2019). 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 9% per year.Is New 90 Day High Low • Feb 17New 90-day low: JP¥1,904The company is down 2.0% from its price of JP¥1,938 on 19 November 2020. The Japanese market is up 14% 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 14Full year 2020 earnings released: EPS JP¥179 (vs JP¥175 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: JP¥19.0b (up 9.3% from FY 2019). Net income: JP¥1.70b (up 1.6% from FY 2019). Profit margin: 9.0% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.株主還元2325JP Commercial ServicesJP 市場7D3.9%-0.7%1.2%1Y14.6%17.7%42.1%株主還元を見る業界別リターン: 2325過去 1 年間で17.7 % の収益を上げたJP Commercial Services業界を下回りました。リターン対市場: 2325は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 2325's price volatile compared to industry and market?2325 volatility2325 Average Weekly Movement5.1%Commercial Services Industry Average Movement4.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 2325 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2325の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19511,471Masaaki Murakamiwww.njs.co.jp株式会社NJSは、子会社とともに、主に水・環境コンサルティング事業、デジタルトランスフォーメーション事業、カスタマーサービス事業を国内外で展開している。地球環境、水環境、都市開発、防災・減災などの地域・環境ソリューション、上下水道の調査・計画、パイプライン、処理場、インフラ管理、経営コンサルティングなどのインフラソリューション、調査・計画、インフラ整備、運営能力向上支援サービスなどを提供している。また、ソフトウェア、システム構築・運用サービス、インフラマネジメントサービス、防災・減災、業務オペレーション、AI活用システムの提供、点検に使用するドローン、ロボット、センサー、データ解析の開発、情報発信、顧客対応、コミュニケーションサービスなどのカスタマーサービスも行っている。旧社名は株式会社日本情報設計で、2015年4月に株式会社NJSに商号変更した。1951年に設立され、東京に本社を置く。もっと見るNJS Co., Ltd. 基礎のまとめNJS の収益と売上を時価総額と比較するとどうか。2325 基礎統計学時価総額JP¥50.19b収益（TTM）JP¥2.83b売上高(TTM)JP¥26.63b17.7xPER（株価収益率1.9xP/Sレシオ2325 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計2325 損益計算書（TTM）収益JP¥26.63b売上原価JP¥15.53b売上総利益JP¥11.10bその他の費用JP¥8.27b収益JP¥2.83b直近の収益報告Mar 31, 2026次回決算日Aug 12, 2026一株当たり利益（EPS）297.22グロス・マージン41.67%純利益率10.63%有利子負債／自己資本比率0%2325 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.1%現在の配当利回り35%配当性向2325 配当は確実ですか？2325 配当履歴とベンチマークを見る2325 、いつまでに購入すれば配当金を受け取れますか？NJS 配当日配当落ち日Jun 29 2026配当支払日Sep 11 2026配当落ちまでの日数37 days配当支払日までの日数111 days2325 配当は確実ですか？2325 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 09:13終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31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NJS Co., Ltd. 2 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Yusuke MiuraDaiwa Securities Co. Ltd.Hiroshi NayaIchiyoshi Research Institute Inc.
Buy Or Sell Opportunity • May 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥5,250. The fair value is estimated to be JP¥4,310, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 2.0% per annum over the same time period.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: JP¥306 (vs JP¥238 in 1Q 2025)First quarter 2026 results: EPS: JP¥306 (up from JP¥238 in 1Q 2025). Revenue: JP¥10.6b (up 20% from 1Q 2025). Net income: JP¥2.91b (up 29% from 1Q 2025). Profit margin: 27% (up from 26% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Apr 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th June 2026 Payment date: 11th September 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥229 (up from JP¥222 in FY 2024). Revenue: JP¥24.9b (up 10.0% from FY 2024). Net income: JP¥2.18b (up 3.2% from FY 2024). Profit margin: 8.8% (down from 9.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥229 (up from JP¥222 in FY 2024). Revenue: JP¥24.9b (up 10.0% from FY 2024). Net income: JP¥2.18b (up 3.2% from FY 2024). Profit margin: 8.8% (down from 9.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 14+ 2 more updatesNJS Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026NJS Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales of ¥28,000 million, operating profit of ¥3,600 million, profit attributable to owners of parent of ¥2,450 million and basic earnings per share of ¥257.27.
Buy Or Sell Opportunity • May 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to JP¥5,250. The fair value is estimated to be JP¥4,310, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 2.0% per annum over the same time period.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: JP¥306 (vs JP¥238 in 1Q 2025)First quarter 2026 results: EPS: JP¥306 (up from JP¥238 in 1Q 2025). Revenue: JP¥10.6b (up 20% from 1Q 2025). Net income: JP¥2.91b (up 29% from 1Q 2025). Profit margin: 27% (up from 26% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Apr 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th June 2026 Payment date: 11th September 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥229 (up from JP¥222 in FY 2024). Revenue: JP¥24.9b (up 10.0% from FY 2024). Net income: JP¥2.18b (up 3.2% from FY 2024). Profit margin: 8.8% (down from 9.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥229 (up from JP¥222 in FY 2024). Revenue: JP¥24.9b (up 10.0% from FY 2024). Net income: JP¥2.18b (up 3.2% from FY 2024). Profit margin: 8.8% (down from 9.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 14+ 2 more updatesNJS Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026NJS Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales of ¥28,000 million, operating profit of ¥3,600 million, profit attributable to owners of parent of ¥2,450 million and basic earnings per share of ¥257.27.
お知らせ • Feb 13NJS Co., Ltd., Annual General Meeting, Mar 27, 2026NJS Co., Ltd., Annual General Meeting, Mar 27, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.0%).
分析記事 • Dec 03NJS' (TSE:2325) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will be paying its dividend of ¥55.00 on the 26th of...
お知らせ • Dec 03+ 3 more updatesNJS Co., Ltd. to Report Q2, 2026 Results on Aug 12, 2026NJS Co., Ltd. announced that they will report Q2, 2026 results on Aug 12, 2026
分析記事 • Nov 17NJS (TSE:2325) Is Increasing Its Dividend To ¥55.00NJS Co., Ltd. ( TSE:2325 ) has announced that it will be increasing its dividend from last year's comparable payment on...
Reported Earnings • Nov 12Third quarter 2025 earnings released: JP¥82.94 loss per share (vs JP¥43.85 loss in 3Q 2024)Third quarter 2025 results: JP¥82.94 loss per share (further deteriorated from JP¥43.85 loss in 3Q 2024). Revenue: JP¥4.12b (up 7.9% from 3Q 2024). Net loss: JP¥790.0m (loss widened 89% from 3Q 2024). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 30NJS' (TSE:2325) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will be increasing its dividend by 10% on the 26th of...
Declared Dividend • Sep 12First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 1.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,380, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 256% over the past three years.
お知らせ • Aug 26NJS Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2025NJS Co., Ltd. revised consolidated earnings guidance for the fiscal year ending December 31, 2025. For the year, the company now expects consolidated net sales to be JPY 25,500 million compared to previous guidance of JPY 25,000 million, consolidated operating profit to be JPY 3,600 million compared to previous guidance of JPY 3,050 million, profit attributable to owners of parent to be JPY 2,350 million compared to previous guidance of JPY 2,150 million, earnings per share to be JPY 246.90 compared to previous guidance of JPY 226.00. This revision is based on the steady progress of net sales for domestic consulting projects, which has led to an upward revision of net sales and a corresponding change in profit forecasts.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: JP¥44.38 (vs JP¥48.04 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.38 (down from JP¥48.04 in 2Q 2024). Revenue: JP¥5.44b (up 9.0% from 2Q 2024). Net income: JP¥422.5m (down 7.6% from 2Q 2024). Profit margin: 7.8% (down from 9.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 24NJS (TSE:2325) Is Due To Pay A Dividend Of ¥50.00NJS Co., Ltd. ( TSE:2325 ) will pay a dividend of ¥50.00 on the 11th of September. This makes the dividend yield about...
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥5,860, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 217% over the past three years.
分析記事 • May 29Subdued Growth No Barrier To NJS Co., Ltd. (TSE:2325) With Shares Advancing 32%NJS Co., Ltd. ( TSE:2325 ) shareholders would be excited to see that the share price has had a great month, posting a...
Reported Earnings • May 18First quarter 2025 earnings released: EPS: JP¥238 (vs JP¥191 in 1Q 2024)First quarter 2025 results: EPS: JP¥238 (up from JP¥191 in 1Q 2024). Revenue: JP¥8.85b (up 5.9% from 1Q 2024). Net income: JP¥2.26b (up 24% from 1Q 2024). Profit margin: 26% (up from 22% in 1Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Commercial 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 increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 14NJS (TSE:2325) Is Due To Pay A Dividend Of ¥50.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥50.00 per share on the 11th of...
分析記事 • Apr 26NJS (TSE:2325) Has Announced A Dividend Of ¥50.00NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥50.00 per share on the 11th of September. This...
分析記事 • Apr 12NJS (TSE:2325) Is Due To Pay A Dividend Of ¥50.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥50.00 per share on the 11th of...
Declared Dividend • Apr 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th June 2025 Payment date: 11th September 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,525, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total returns to shareholders of 92% over the past three years.
お知らせ • Mar 27+ 2 more updatesNJS Co., Ltd. to Report Q1, 2025 Results on May 14, 2025NJS Co., Ltd. announced that they will report Q1, 2025 results on May 14, 2025
お知らせ • Mar 26NJS Co., Ltd. (TSE:2325) signed a letter of intent to acquire Cdc Aqua Service K.K. from CDC Information System Co., Ltd.NJS Co., Ltd. (TSE:2325) signed a letter of intent to acquire Cdc Aqua Service K.K. from CDC Information System Co., Ltd. on March 25, 2025. For the period ending March 31, 2024, Cdc Aqua Service K.K. reported total revenue of ¥15.4 million, EBIT of ¥4.62 million and net income of ¥3.12 million. As of March 31, 2024, Cdc Aqua Service K.K. reported total assets of ¥72 million and total common equity of ¥22.26 million. The expected completion of the transaction is April 1, 2025 to April 10, 2025.
New Risk • Mar 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Feb 27NJS Co., Ltd.'s (TSE:2325) Shares Climb 30% But Its Business Is Yet to Catch UpNJS Co., Ltd. ( TSE:2325 ) shareholders would be excited to see that the share price has had a great month, posting a...
Reported Earnings • Feb 16Full year 2024 earnings released: EPS: JP¥222 (vs JP¥209 in FY 2023)Full year 2024 results: EPS: JP¥222 (up from JP¥209 in FY 2023). Revenue: JP¥22.6b (up 2.6% from FY 2023). Net income: JP¥2.12b (up 5.9% from FY 2023). Profit margin: 9.4% (up from 9.1% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 14+ 2 more updatesNJS Co., Ltd., Annual General Meeting, Mar 25, 2025NJS Co., Ltd., Annual General Meeting, Mar 25, 2025.
New Risk • Jan 30New 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 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,760, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 13x in the Commercial Services industry in Japan. Total returns to shareholders of 110% over the past three years.
分析記事 • Jan 13Market Cool On NJS Co., Ltd.'s (TSE:2325) EarningsThere wouldn't be many who think NJS Co., Ltd.'s ( TSE:2325 ) price-to-earnings (or "P/E") ratio of 11.8x is worth a...
Upcoming Dividend • Dec 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 27 March 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.1%).
分析記事 • Dec 03NJS' (TSE:2325) Dividend Will Be Increased To ¥50.00NJS Co., Ltd. ( TSE:2325 ) will increase its dividend from last year's comparable payment on the 27th of March to...
お知らせ • Dec 03NJS Co., Ltd. to Report Q4, 2024 Results on Feb 14, 2025NJS Co., Ltd. announced that they will report Q4, 2024 results on Feb 14, 2025
Reported Earnings • Nov 13Third quarter 2024 earnings released: JP¥43.82 loss per share (vs JP¥36.89 loss in 3Q 2023)Third quarter 2024 results: JP¥43.82 loss per share (further deteriorated from JP¥36.89 loss in 3Q 2023). Revenue: JP¥3.82b (down 13% from 3Q 2023). Net loss: JP¥417.0m (loss widened 19% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,975, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total returns to shareholders of 114% over the past three years.
分析記事 • Aug 31NJS (TSE:2325) Is Increasing Its Dividend To ¥50.00NJS Co., Ltd. ( TSE:2325 ) has announced that it will be increasing its dividend from last year's comparable payment on...
お知らせ • Aug 30NJS Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024NJS Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: JP¥120 (vs JP¥60.48 in 2Q 2023)Second quarter 2024 results: EPS: JP¥120 (up from JP¥60.48 in 2Q 2023). Revenue: JP¥6.68b (up 16% from 2Q 2023). Net income: JP¥1.14b (up 98% from 2Q 2023). Profit margin: 17% (up from 10.0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 15NJS (TSE:2325) Will Pay A Larger Dividend Than Last Year At ¥50.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that the dividend on 27th of March will be increased to ¥50.00...
Declared Dividend • Aug 15Dividend increased to JP¥50.00Dividend of JP¥50.00 is 11% higher than last year. Ex-date: 27th December 2024 Payment date: 27th March 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (29% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 05NJS (TSE:2325) May Have Issues Allocating Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥3,035, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total returns to shareholders of 75% over the past three years.
New Risk • Jul 25New 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 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results.
分析記事 • Jun 24NJS (TSE:2325) Has Announced A Dividend Of ¥45.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥45.00 per share on the 12th of...
分析記事 • Jun 10NJS' (TSE:2325) Dividend Will Be ¥45.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥45.00 per share on the 12th of...
分析記事 • May 27NJS (TSE:2325) Has Announced A Dividend Of ¥45.00NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥45.00 per share on the 12th of September. This...
Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥191 (vs JP¥112 in 1Q 2023)First quarter 2024 results: EPS: JP¥191 (up from JP¥112 in 1Q 2023). Revenue: JP¥8.35b (up 22% from 1Q 2023). Net income: JP¥1.83b (up 70% from 1Q 2023). Profit margin: 22% (up from 16% in 1Q 2023). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
分析記事 • Apr 11NJS (TSE:2325) Has Announced A Dividend Of ¥45.00The board of NJS Co., Ltd. ( TSE:2325 ) has announced that it will pay a dividend of ¥45.00 per share on the 12th of...
Declared Dividend • Apr 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2024 Payment date: 12th September 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 1.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 19Full year 2023 earnings released: EPS: JP¥209 (vs JP¥181 in FY 2022)Full year 2023 results: EPS: JP¥209 (up from JP¥181 in FY 2022). Revenue: JP¥22.0b (up 14% from FY 2022). Net income: JP¥2.00b (up 16% from FY 2022). Profit margin: 9.1% (up from 9.0% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Feb 15+ 3 more updatesNJS Co., Ltd., Annual General Meeting, Mar 26, 2024NJS Co., Ltd., Annual General Meeting, Mar 26, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥45.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 March 2024. Payout ratio is a comfortable 63% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.9%).
お知らせ • Dec 05+ 1 more updateNJS Co., Ltd. to Report Q1, 2024 Results on May 13, 2024NJS Co., Ltd. announced that they will report Q1, 2024 results on May 13, 2024
Reported Earnings • Nov 13Third quarter 2023 earnings released: JP¥36.89 loss per share (vs JP¥34.69 loss in 3Q 2022)Third quarter 2023 results: JP¥36.89 loss per share (further deteriorated from JP¥34.69 loss in 3Q 2022). Revenue: JP¥4.37b (up 33% from 3Q 2022). Net loss: JP¥352.0m (loss widened 6.3% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 31% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 1.0% per year over the past 5 years. High level of non-cash earnings (31% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.0% net profit margin).
New Risk • Aug 12New major risk - Revenue and earnings growthEarnings have declined by 1.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.0% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.0% net profit margin).
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: JP¥60.48 (vs JP¥106 in 2Q 2022)Second quarter 2023 results: EPS: JP¥60.48 (down from JP¥106 in 2Q 2022). Revenue: JP¥5.77b (up 20% from 2Q 2022). Net income: JP¥577.0m (down 43% from 2Q 2022). Profit margin: 10.0% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥40.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 13 September 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.0%).
Reported Earnings • May 14First quarter 2023 earnings released: EPS: JP¥112 (vs JP¥119 in 1Q 2022)First quarter 2023 results: EPS: JP¥112 (down from JP¥119 in 1Q 2022). Revenue: JP¥6.85b (up 7.1% from 1Q 2022). Net income: JP¥1.07b (down 5.3% from 1Q 2022). Profit margin: 16% (down from 18% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: JP¥181 (vs JP¥202 in FY 2021)Full year 2022 results: EPS: JP¥181 (down from JP¥202 in FY 2021). Revenue: JP¥19.2b (flat on FY 2021). Net income: JP¥1.73b (down 11% from FY 2021). Profit margin: 9.0% (down from 10.0% in FY 2021). 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 8% per year.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 March 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).
お知らせ • Dec 06NJS Co., Ltd. to Report Fiscal Year 2022 Results on Mar 28, 2023NJS Co., Ltd. announced that they will report fiscal year 2022 results on Mar 28, 2023
Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. 2 experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). President, CEO & Representative Director Masaaki Murakami is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Misao Konishi was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 12Third quarter 2022 earnings released: JP¥34.69 loss per share (vs JP¥19.20 loss in 3Q 2021)Third quarter 2022 results: JP¥34.69 loss per share (further deteriorated from JP¥19.20 loss in 3Q 2021). Revenue: JP¥3.30b (up 16% from 3Q 2021). Net loss: JP¥331.0m (loss widened 81% from 3Q 2021). 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 6% per year.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: JP¥106 (vs JP¥61.79 in 2Q 2021)Second quarter 2022 results: EPS: JP¥106 (up from JP¥61.79 in 2Q 2021). Revenue: JP¥4.83b (down 9.7% from 2Q 2021). Net income: JP¥1.01b (up 72% from 2Q 2021). Profit margin: 21% (up from 11% in 2Q 2021). The increase in margin was driven by lower expenses. 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 8% per year.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 13 September 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%).
Reported Earnings • May 15First quarter 2022 earnings released: EPS: JP¥119 (vs JP¥125 in 1Q 2021)First quarter 2022 results: EPS: JP¥119 (down from JP¥125 in 1Q 2021). Revenue: JP¥6.40b (up 14% from 1Q 2021). Net income: JP¥1.13b (down 4.7% from 1Q 2021). Profit margin: 18% (down from 21% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27No independent directorsThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 1 highly experienced director. No independent directors (8 non-independent directors). President & Representative Director Masaaki Murakami is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 07+ 2 more updatesNJS Co., Ltd. to Report Q3, 2022 Results on Nov 10, 2022NJS Co., Ltd. announced that they will report Q3, 2022 results on Nov 10, 2022
お知らせ • Feb 17NJS Co., Ltd., Annual General Meeting, Mar 25, 2022NJS Co., Ltd., Annual General Meeting, Mar 25, 2022.
Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥202 (up from JP¥179 in FY 2020). Revenue: JP¥19.3b (up 1.9% from FY 2020). Net income: JP¥1.93b (up 13% from FY 2020). Profit margin: 10.0% (up from 9.0% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 35% and the cash payout ratio is 86%. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.1%).
Reported Earnings • Nov 11Third quarter 2021 earnings released: JP¥19.19 loss per share (vs JP¥14.27 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.83b (down 26% from 3Q 2020). Net loss: JP¥183.0m (down 235% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 11 September 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (2.0%).
Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥125 (vs JP¥89.42 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥5.60b (down 4.8% from 1Q 2020). Net income: JP¥1.19b (up 39% from 1Q 2020). Profit margin: 21% (up from 14% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
Reported Earnings • Apr 05Full year 2020 earnings released: EPS JP¥179 (vs JP¥175 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: JP¥19.0b (up 9.3% from FY 2019). Net income: JP¥1.70b (up 1.6% from FY 2019). Profit margin: 9.0% (in line with FY 2019). 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 9% per year.
Is New 90 Day High Low • Feb 17New 90-day low: JP¥1,904The company is down 2.0% from its price of JP¥1,938 on 19 November 2020. The Japanese market is up 14% 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 14Full year 2020 earnings released: EPS JP¥179 (vs JP¥175 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: JP¥19.0b (up 9.3% from FY 2019). Net income: JP¥1.70b (up 1.6% from FY 2019). Profit margin: 9.0% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.
