gremsInc（3150）株式概要株式会社グレムスは、日本でエネルギーソリューション事業と電力小売事業を行っている。 詳細3150 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長4/6過去の実績3/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より53.7%で取引されている 収益は年間10.34%増加すると予測されています 過去5年間の収益は年間27.3%増加しました。 同業他社や業界と比較して、良好な取引価格 リスク分析高いレベルの非現金収入 不安定な配当実績 すべてのリスクチェックを見る3150 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,733 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG489,733 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥2.51k22.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture056b2016201920222025202620282031Revenue JP¥56.0bEarnings JP¥8.1bAdvancedSet Fair ValueView all narrativesgrems,Inc. 競合他社Nippon Air conditioning ServicesSymbol: TSE:4658Market cap: JP¥56.6bOYOSymbol: TSE:9755Market cap: JP¥63.1bMidac HoldingsSymbol: TSE:6564Market cap: JP¥59.5bNJSSymbol: TSE:2325Market cap: JP¥43.1b価格と性能株価の高値、安値、推移の概要gremsInc過去の株価現在の株価JP¥2,511.0052週高値JP¥3,040.0052週安値JP¥2,243.00ベータ0.431ヶ月の変化6.67%3ヶ月変化-14.82%1年変化0.36%3年間の変化-10.83%5年間の変化29.10%IPOからの変化1,573.07%最新ニュース分析記事 • May 22gremsInc's (TSE:3150) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after grems,Inc. ( TSE:3150 ) posted decent earnings last week. Our analysis showed that...Reported Earnings • May 20Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥212 (up from JP¥197 in FY 2025). Revenue: JP¥33.9b (up 1.8% from FY 2025). Net income: JP¥4.90b (up 7.4% from FY 2025). Profit margin: 14% (in line with FY 2025). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 2.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 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 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,462, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 3.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,014 per share.お知らせ • May 15grems,Inc., Annual General Meeting, Jun 24, 2026grems,Inc., Annual General Meeting, Jun 24, 2026.お知らせ • May 09grems,Inc. to Report Fiscal Year 2026 Results on May 15, 2026grems,Inc. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).最新情報をもっと見るRecent updates分析記事 • May 22gremsInc's (TSE:3150) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after grems,Inc. ( TSE:3150 ) posted decent earnings last week. Our analysis showed that...Reported Earnings • May 20Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥212 (up from JP¥197 in FY 2025). Revenue: JP¥33.9b (up 1.8% from FY 2025). Net income: JP¥4.90b (up 7.4% from FY 2025). Profit margin: 14% (in line with FY 2025). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 2.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 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 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,462, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 3.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,014 per share.お知らせ • May 15grems,Inc., Annual General Meeting, Jun 24, 2026grems,Inc., Annual General Meeting, Jun 24, 2026.お知らせ • May 09grems,Inc. to Report Fiscal Year 2026 Results on May 15, 2026grems,Inc. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥62.29 (vs JP¥50.15 in 3Q 2025)Third quarter 2026 results: EPS: JP¥62.29 (up from JP¥50.15 in 3Q 2025). Revenue: JP¥8.69b (up 7.5% from 3Q 2025). Net income: JP¥1.44b (up 24% from 3Q 2025). Profit margin: 17% (up from 14% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 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 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 16gremsInc (TSE:3150) Has Announced That It Will Be Increasing Its Dividend To ¥60.00grems,Inc.'s ( TSE:3150 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on 26th of...Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥2,565. The fair value is estimated to be JP¥2,137, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.分析記事 • Dec 28gremsInc (TSE:3150) Has Announced That It Will Be Increasing Its Dividend To ¥60.00grems,Inc. ( TSE:3150 ) has announced that it will be increasing its dividend from last year's comparable payment on...お知らせ • Dec 27grems,Inc. to Report Q3, 2026 Results on Feb 04, 2026grems,Inc. announced that they will report Q3, 2026 results on Feb 04, 2026Buy Or Sell Opportunity • Dec 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to JP¥2,584. The fair value is estimated to be JP¥2,152, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.分析記事 • Dec 02gremsInc (TSE:3150) Will Pay A Larger Dividend Than Last Year At ¥60.00The board of grems,Inc. ( TSE:3150 ) has announced that it will be paying its dividend of ¥60.00 on the 26th of June...Declared Dividend • Dec 02First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.5%, 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 (65% cash payout ratio). The dividend has increased by an average of 42% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 12Impressive Earnings May Not Tell The Whole Story For gremsInc (TSE:3150)grems,Inc. ( TSE:3150 ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥56.45 (vs JP¥51.04 in 2Q 2025)Second quarter 2026 results: EPS: JP¥56.45 (up from JP¥51.04 in 2Q 2025). Revenue: JP¥9.46b (up 3.7% from 2Q 2025). Net income: JP¥1.30b (up 11% from 2Q 2025). Profit margin: 14% (in line with 2Q 2025). Revenue is forecast to grow 10% 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 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 27gremsInc's (TSE:3150) Dividend Will Be ¥25.00grems,Inc.'s ( TSE:3150 ) investors are due to receive a payment of ¥25.00 per share on 2nd of December. This will take...お知らせ • Sep 27grems,Inc. to Report Q2, 2026 Results on Nov 05, 2025grems,Inc. announced that they will report Q2, 2026 results on Nov 05, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥52.12 (vs JP¥50.52 in 1Q 2025)First quarter 2026 results: EPS: JP¥52.12 (up from JP¥50.52 in 1Q 2025). Revenue: JP¥7.96b (down 5.1% from 1Q 2025). Net income: JP¥1.20b (up 3.2% from 1Q 2025). Profit margin: 15% (up from 14% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% 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 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 24gremsInc (TSE:3150) Is Due To Pay A Dividend Of ¥25.00grems,Inc. ( TSE:3150 ) will pay a dividend of ¥25.00 on the 2nd of December. This takes the dividend yield to 3.3...分析記事 • Jul 10gremsInc (TSE:3150) Will Pay A Dividend Of ¥25.00grems,Inc.'s ( TSE:3150 ) investors are due to receive a payment of ¥25.00 per share on 2nd of December. This takes the...Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 42% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 08grems,Inc. to Report Q1, 2026 Results on Aug 06, 2025grems,Inc. announced that they will report Q1, 2026 results on Aug 06, 2025Reported Earnings • May 20Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥197 (up from JP¥154 in FY 2024). Revenue: JP¥33.3b (up 12% from FY 2024). Net income: JP¥4.56b (up 29% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Revenue is forecast to grow 12% 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 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 15gremz,Inc., Annual General Meeting, Jun 25, 2025gremz,Inc., Annual General Meeting, Jun 25, 2025.お知らせ • Apr 01gremz,Inc. to Report Fiscal Year 2025 Results on May 15, 2025gremz,Inc. announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.1%).Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥50.13 (vs JP¥43.46 in 3Q 2024)Third quarter 2025 results: EPS: JP¥50.13 (up from JP¥43.46 in 3Q 2024). Revenue: JP¥8.08b (up 3.5% from 3Q 2024). Net income: JP¥1.16b (up 15% from 3Q 2024). Profit margin: 14% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% 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 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Dec 06gremz,Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025gremz,Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 34,000 million, operating profit of JPY 6,500 million, profit attributable to owners of parent of JPY 4,320 million and basic earnings per share of JPY 187.00.分析記事 • Dec 03gremzInc (TSE:3150) Is Increasing Its Dividend To ¥37.00The board of gremz,Inc. ( TSE:3150 ) has announced that it will be increasing its dividend by 16% on the 27th of June...Declared Dividend • Dec 03First half dividend increased to JP¥37.00Dividend of JP¥37.00 is 16% higher than last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 06gremz,Inc. to Report Q2, 2025 Results on Nov 14, 2024gremz,Inc. announced that they will report Q2, 2025 results on Nov 14, 2024分析記事 • Sep 21gremzInc (TSE:3150) Has Announced A Dividend Of ¥20.00The board of gremz,Inc. ( TSE:3150 ) has announced that it will pay a dividend of ¥20.00 per share on the 2nd of...Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.0%).分析記事 • Sep 04gremz,Inc. (TSE:3150) Stocks Shoot Up 27% But Its P/E Still Looks Reasonablegremz,Inc. ( TSE:3150 ) shareholders would be excited to see that the share price has had a great month, posting a 27...Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: JP¥50.00 (vs JP¥55.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥50.00 (down from JP¥55.72 in 1Q 2024). Revenue: JP¥7.65b (up 1.9% from 1Q 2024). Net income: JP¥1.16b (down 9.6% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,978, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 23% over the past three years.分析記事 • Jul 26gremzInc (TSE:3150) Has Announced A Dividend Of ¥20.00gremz,Inc. ( TSE:3150 ) has announced that it will pay a dividend of ¥20.00 per share on the 2nd of December. This...分析記事 • Jul 12gremzInc (TSE:3150) Will Pay A Dividend Of ¥20.00gremz,Inc. ( TSE:3150 ) will pay a dividend of ¥20.00 on the 2nd of December. This makes the dividend yield 2.4%, which...Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 37% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 10gremz,Inc. to Report Q1, 2025 Results on Aug 09, 2024gremz,Inc. announced that they will report Q1, 2025 results on Aug 09, 2024分析記事 • Jun 26gremz,Inc. (TSE:3150) Looks Just Right With A 30% Price Jumpgremz,Inc. ( TSE:3150 ) shareholders would be excited to see that the share price has had a great month, posting a 30...New Risk • Jun 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 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).分析記事 • Jun 04Does gremzInc (TSE:3150) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,374, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 39% over the past three years.Price Target Changed • Jun 01Price target increased by 32% to JP¥5,000Up from JP¥3,800, the current price target is provided by 1 analyst. New target price is 121% above last closing price of JP¥2,263. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥187 for next year compared to JP¥154 last year.Reported Earnings • May 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥154 (up from JP¥108 in FY 2023). Revenue: JP¥29.9b (down 4.7% from FY 2023). Net income: JP¥3.54b (up 44% from FY 2023). Profit margin: 12% (up from 7.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 17gremz,Inc., Annual General Meeting, Jun 26, 2024gremz,Inc., Annual General Meeting, Jun 26, 2024.お知らせ • May 16+ 2 more updatesgremz,Inc. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and Full Fiscal Year Ending March 31, 2025gremz,Inc. provided consolidated earnings guidance for the six months ending September 30, 2024 and full fiscal year ending March 31, 2025. For the six months ending September 30, 2024, the company expects net sales of JPY 16,500 million, operating profit of JPY 3,250 million and profit attributable to owners of parent of JPY 2,190 million or JPY 94.80 per basic share.For the year ending March 31, 2025, the company expects net sales of JPY 34,000 million, operating profit of JPY 6,500 million and profit attributable to owners of parent of JPY 4,320 million or JPY 187.00 per basic share.分析記事 • Apr 30Shareholders Would Enjoy A Repeat Of gremzInc's (TSE:3150) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...お知らせ • Apr 07gremz,Inc. to Report Fiscal Year 2024 Results on May 15, 2024gremz,Inc. announced that they will report fiscal year 2024 results on May 15, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).Major Estimate Revision • Mar 07Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥33.0b to JP¥30.0b. EPS estimate also fell from JP¥173 per share to JP¥152 per share. Net income forecast to grow 11% next year vs 11% growth forecast for Commercial Services industry in Japan. Consensus price target down from JP¥4,000 to JP¥3,800. Share price rose 2.9% to JP¥2,090 over the past week.分析記事 • Feb 26gremzInc's (TSE:3150) Shareholders Will Receive A Bigger Dividend Than Last Yeargremz,Inc. ( TSE:3150 ) has announced that it will be increasing its periodic dividend on the 1st of July to ¥31.00...Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥43.46 (vs JP¥49.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.46 (down from JP¥49.35 in 3Q 2023). Revenue: JP¥7.81b (down 7.6% from 3Q 2023). Net income: JP¥1.00b (down 11% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Feb 14New 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 5.8% 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 (5.8% average weekly change).お知らせ • Dec 28gremz,Inc. to Report Q3, 2024 Results on Feb 14, 2024gremz,Inc. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥39.23 (vs JP¥18.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.23 (up from JP¥18.66 in 2Q 2023). Revenue: JP¥8.44b (down 6.7% from 2Q 2023). Net income: JP¥900.0m (up 112% from 2Q 2023). Profit margin: 11% (up from 4.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 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 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Oct 07gremz,Inc. to Report Q2, 2024 Results on Nov 14, 2023gremz,Inc. announced that they will report Q2, 2024 results on Nov 14, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.9%).Major Estimate Revision • Aug 21Consensus EPS estimates increase by 21%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥34.0b to JP¥33.0b. EPS estimate rose from JP¥144 to JP¥175. Net income forecast to grow 23% next year vs 9.5% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥3,600 to JP¥4,000. Share price fell 6.2% to JP¥2,464 over the past week.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥55.72 (vs JP¥15.59 in 1Q 2023)First quarter 2024 results: EPS: JP¥55.72 (up from JP¥15.59 in 1Q 2023). Revenue: JP¥7.51b (up 9.0% from 1Q 2023). Net income: JP¥1.28b (up 260% from 1Q 2023). Profit margin: 17% (up from 5.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. 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 11% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jul 12Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥3,530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Reported Earnings • May 19Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥108 (up from JP¥94.77 in FY 2022). Revenue: JP¥31.4b (up 35% from FY 2022). Net income: JP¥2.47b (up 14% from FY 2022). Profit margin: 7.9% (down from 9.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 7.1%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 3.9% 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 27% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,548, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Commercial Services industry in Japan. Total returns to shareholders of 113% over the past three years.お知らせ • May 16gremz,Inc., Annual General Meeting, Jun 28, 2023gremz,Inc., Annual General Meeting, Jun 28, 2023.Buying Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥2,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.Buying Opportunity • Apr 24Now 20% undervaluedOver the last 90 days, the stock is up 4.8%. The fair value is estimated to be JP¥2,725, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 34%After last week's 34% share price gain to JP¥2,690, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 143% over the past three years.お知らせ • Feb 01+ 1 more updategremz,Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023gremz,Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of ¥27,526 million, operating profit of ¥2,700 million, profit attributable to owners of parent of ¥1,796 million and Basic earnings per share of ¥78.89.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥49.35 (vs JP¥26.66 in 3Q 2022)Third quarter 2023 results: EPS: JP¥49.35 (up from JP¥26.66 in 3Q 2022). Revenue: JP¥8.45b (up 45% from 3Q 2022). Net income: JP¥1.12b (up 85% from 3Q 2022). Profit margin: 13% (up from 10% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Jan 04Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be JP¥2,587, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 6.0%. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 72% in the next 2 years.お知らせ • Dec 29gremz,Inc. to Report Q3, 2023 Results on Jan 31, 2023gremz,Inc. announced that they will report Q3, 2023 results on Jan 31, 2023Major Estimate Revision • Dec 14Consensus revenue estimates increase by 14%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from JP¥28.5b to JP¥32.5b. EPS estimate increased from JP¥83.40 to JP¥87.80 per share. Net income forecast to grow 41% next year vs 12% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥1,800 to JP¥2,000. Share price rose 10% to JP¥1,998 over the past week.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥18.66 (vs JP¥27.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.66 (down from JP¥27.67 in 2Q 2022). Revenue: JP¥9.04b (up 66% from 2Q 2022). Net income: JP¥425.0m (down 33% from 2Q 2022). Profit margin: 4.7% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Japan. 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 26% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. No independent directors (9 non-independent directors). Director Kenji Zenmura was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥18.66 (vs JP¥27.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.66 (down from JP¥27.67 in 2Q 2022). Revenue: JP¥9.04b (up 66% from 2Q 2022). Net income: JP¥425.0m (down 33% from 2Q 2022). Profit margin: 4.7% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. 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 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 01+ 1 more updategremz,Inc. Provides Consolidated Earnings Forecast for the Full Year of Fiscal Year Ending March 31, 2023gremz,Inc. provided consolidated earnings forecast for the full year of fiscal year ending March 31, 2023. For the full year, the company expected net sales to be JPY 27,526 million, Operating profit to be JPY 2,700 million, Profit attributable to owners of parent to be JPY 1,796 million and basic earnings per share to be JPY 78.89.Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.3%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥15.59 (vs JP¥30.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.59 (down from JP¥30.48 in 1Q 2022). Revenue: JP¥6.88b (up 39% from 1Q 2022). Net income: JP¥355.0m (down 49% from 1Q 2022). Profit margin: 5.2% (down from 14% in 1Q 2022). Over the next year, revenue is forecast to grow 14%, compared to a 5.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 29+ 1 more updategremz,Inc. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2023gremz,Inc. provided dividend guidance for the second quarter and fiscal year ending March 31, 2023. For the quarter, the company expected dividend of JPY 5 per share compared to JPY 5 per share paid a year ago. For the fiscal year, the company expected year end dividend of JPY 14 per share compared to JPY 14 per share paid a year ago.お知らせ • Jul 06gremz,Inc. to Report Q1, 2023 Results on Jul 29, 2022gremz,Inc. announced that they will report Q1, 2023 results on Jul 29, 2022Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,528, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 68% over the past three years.お知らせ • Jun 24+ 2 more updatesgremz,Inc. Provides Consolidated Earnings Forecasts for the Six Months Ending September 30, 2022 and Fiscal Year Ending March 31, 2023gremz,Inc. provided consolidated earnings forecasts for the six months ending September 30, 2022 and fiscal year ending March 31, 2023. For the six months, company expects net sales to be JPY 13,638 million, operating profit to be JPY 1,048 million, profit attributable to owners of parent to be JPY 702 million and basic earnings per share to be JPY 30.84.For the fiscal year-end, company expects net sales to be JPY 27,526 million, operating profit to be JPY 2,700 million, profit attributable to owners of parent to be JPY 1,796 million and basic earnings per share to be JPY 78.89.Major Estimate Revision • Jun 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥26.3b to JP¥27.5b. EPS estimate fell from JP¥112 to JP¥79.00 per share. Net income forecast to shrink 17% next year vs 4.0% growth forecast for Commercial Services industry in Japan . Consensus price target down from JP¥2,300 to JP¥1,800. Share price fell 6.9% to JP¥1,398 over the past week.Reported Earnings • May 17Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥94.77 (up from JP¥49.42 in FY 2021). Revenue: JP¥23.3b (up 20% from FY 2021). Net income: JP¥2.16b (up 93% from FY 2021). Profit margin: 9.3% (up from 5.8% in FY 2021). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 13%, compared to a 2.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14+ 2 more updatesGremz,Inc. Provides Dividend Guidance for the Second Quarter and Year-End Dividend for the Year Ending March 31, 2023gremz,Inc. provided dividend guidance for the second quarter and year-end dividend for the year ending March 31, 2023. For the second quarter, the company expects to pay dividend of JPY 5.00 per share against JPY 5.00 per share paid a year ago. For the year-end, the company expects to pay dividend of JPY 14.00 per share against JPY 14.00 per share a year ago.お知らせ • May 13gremz,Inc., Annual General Meeting, Jun 28, 2022gremz,Inc., Annual General Meeting, Jun 28, 2022.株主還元3150JP Commercial ServicesJP 市場7D2.0%1.3%-0.9%1Y0.4%20.5%42.9%株主還元を見る業界別リターン: 3150過去 1 年間で20.5 % 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: 3150は、過去 1 年間で42.9 % のリターンを上げたJP市場を下回りました。価格変動Is 3150's price volatile compared to industry and market?3150 volatility3150 Average Weekly Movement5.2%Commercial Services Industry Average Movement3.8%Market Average Movement4.2%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 3150 、 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: 3150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2005367Masaomi Tanakawww.grems.co.jp/en株式会社グレムスは、日本でエネルギーソリューション事業と電力小売事業を行っている。企業向けには業務用・家庭用太陽光発電システム、IoT機器、各種省エネ機器を、一般消費者向けには蓄電池、電気住宅を販売している。また、再生可能エネルギー開発プロジェクトにも携わり、企業向けに電力販売も行っている。旧社名は株式会社グレムズで、2025年6月に株式会社グレムズに社名変更した。2005年に法人化され、東京に本社を置く。もっと見るgrems,Inc. 基礎のまとめgremsInc の収益と売上を時価総額と比較するとどうか。3150 基礎統計学時価総額JP¥58.07b収益（TTM）JP¥4.90b売上高(TTM)JP¥33.94b11.9xPER（株価収益率1.7xP/Sレシオ3150 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3150 損益計算書（TTM）収益JP¥33.94b売上原価JP¥22.18b売上総利益JP¥11.75bその他の費用JP¥6.86b収益JP¥4.90b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）211.72グロス・マージン34.63%純利益率14.43%有利子負債／自己資本比率18.7%3150 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3.7%現在の配当利回り39%配当性向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2026/07/10 07:53終値2026/07/10 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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grems,Inc. 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。4 アナリスト機関Syusaku NishikawaDaiwa Securities Co. Ltd.null nullDaiwa Securities Co. Ltd.Koichi HariyaIchiyoshi Research Institute Inc.1 その他のアナリストを表示
分析記事 • May 22gremsInc's (TSE:3150) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after grems,Inc. ( TSE:3150 ) posted decent earnings last week. Our analysis showed that...
Reported Earnings • May 20Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥212 (up from JP¥197 in FY 2025). Revenue: JP¥33.9b (up 1.8% from FY 2025). Net income: JP¥4.90b (up 7.4% from FY 2025). Profit margin: 14% (in line with FY 2025). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 2.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 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 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,462, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 3.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,014 per share.
お知らせ • May 15grems,Inc., Annual General Meeting, Jun 24, 2026grems,Inc., Annual General Meeting, Jun 24, 2026.
お知らせ • May 09grems,Inc. to Report Fiscal Year 2026 Results on May 15, 2026grems,Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
分析記事 • May 22gremsInc's (TSE:3150) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after grems,Inc. ( TSE:3150 ) posted decent earnings last week. Our analysis showed that...
Reported Earnings • May 20Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥212 (up from JP¥197 in FY 2025). Revenue: JP¥33.9b (up 1.8% from FY 2025). Net income: JP¥4.90b (up 7.4% from FY 2025). Profit margin: 14% (in line with FY 2025). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 2.1%. Revenue is forecast to grow 13% p.a. on average during the next 2 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 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,462, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Japan. Total returns to shareholders of 3.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,014 per share.
お知らせ • May 15grems,Inc., Annual General Meeting, Jun 24, 2026grems,Inc., Annual General Meeting, Jun 24, 2026.
お知らせ • May 09grems,Inc. to Report Fiscal Year 2026 Results on May 15, 2026grems,Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥62.29 (vs JP¥50.15 in 3Q 2025)Third quarter 2026 results: EPS: JP¥62.29 (up from JP¥50.15 in 3Q 2025). Revenue: JP¥8.69b (up 7.5% from 3Q 2025). Net income: JP¥1.44b (up 24% from 3Q 2025). Profit margin: 17% (up from 14% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 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 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 16gremsInc (TSE:3150) Has Announced That It Will Be Increasing Its Dividend To ¥60.00grems,Inc.'s ( TSE:3150 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on 26th of...
Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to JP¥2,565. The fair value is estimated to be JP¥2,137, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
分析記事 • Dec 28gremsInc (TSE:3150) Has Announced That It Will Be Increasing Its Dividend To ¥60.00grems,Inc. ( TSE:3150 ) has announced that it will be increasing its dividend from last year's comparable payment on...
お知らせ • Dec 27grems,Inc. to Report Q3, 2026 Results on Feb 04, 2026grems,Inc. announced that they will report Q3, 2026 results on Feb 04, 2026
Buy Or Sell Opportunity • Dec 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to JP¥2,584. The fair value is estimated to be JP¥2,152, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.
分析記事 • Dec 02gremsInc (TSE:3150) Will Pay A Larger Dividend Than Last Year At ¥60.00The board of grems,Inc. ( TSE:3150 ) has announced that it will be paying its dividend of ¥60.00 on the 26th of June...
Declared Dividend • Dec 02First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 3.5%, 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 (65% cash payout ratio). The dividend has increased by an average of 42% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 12Impressive Earnings May Not Tell The Whole Story For gremsInc (TSE:3150)grems,Inc. ( TSE:3150 ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥56.45 (vs JP¥51.04 in 2Q 2025)Second quarter 2026 results: EPS: JP¥56.45 (up from JP¥51.04 in 2Q 2025). Revenue: JP¥9.46b (up 3.7% from 2Q 2025). Net income: JP¥1.30b (up 11% from 2Q 2025). Profit margin: 14% (in line with 2Q 2025). Revenue is forecast to grow 10% 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 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 27gremsInc's (TSE:3150) Dividend Will Be ¥25.00grems,Inc.'s ( TSE:3150 ) investors are due to receive a payment of ¥25.00 per share on 2nd of December. This will take...
お知らせ • Sep 27grems,Inc. to Report Q2, 2026 Results on Nov 05, 2025grems,Inc. announced that they will report Q2, 2026 results on Nov 05, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%).
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥52.12 (vs JP¥50.52 in 1Q 2025)First quarter 2026 results: EPS: JP¥52.12 (up from JP¥50.52 in 1Q 2025). Revenue: JP¥7.96b (down 5.1% from 1Q 2025). Net income: JP¥1.20b (up 3.2% from 1Q 2025). Profit margin: 15% (up from 14% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% 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 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 24gremsInc (TSE:3150) Is Due To Pay A Dividend Of ¥25.00grems,Inc. ( TSE:3150 ) will pay a dividend of ¥25.00 on the 2nd of December. This takes the dividend yield to 3.3...
分析記事 • Jul 10gremsInc (TSE:3150) Will Pay A Dividend Of ¥25.00grems,Inc.'s ( TSE:3150 ) investors are due to receive a payment of ¥25.00 per share on 2nd of December. This takes the...
Declared Dividend • Jul 09Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 42% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 08grems,Inc. to Report Q1, 2026 Results on Aug 06, 2025grems,Inc. announced that they will report Q1, 2026 results on Aug 06, 2025
Reported Earnings • May 20Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥197 (up from JP¥154 in FY 2024). Revenue: JP¥33.3b (up 12% from FY 2024). Net income: JP¥4.56b (up 29% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 5.5%. Revenue is forecast to grow 12% 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 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15gremz,Inc., Annual General Meeting, Jun 25, 2025gremz,Inc., Annual General Meeting, Jun 25, 2025.
お知らせ • Apr 01gremz,Inc. to Report Fiscal Year 2025 Results on May 15, 2025gremz,Inc. announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.1%).
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥50.13 (vs JP¥43.46 in 3Q 2024)Third quarter 2025 results: EPS: JP¥50.13 (up from JP¥43.46 in 3Q 2024). Revenue: JP¥8.08b (up 3.5% from 3Q 2024). Net income: JP¥1.16b (up 15% from 3Q 2024). Profit margin: 14% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% 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 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Dec 06gremz,Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025gremz,Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 34,000 million, operating profit of JPY 6,500 million, profit attributable to owners of parent of JPY 4,320 million and basic earnings per share of JPY 187.00.
分析記事 • Dec 03gremzInc (TSE:3150) Is Increasing Its Dividend To ¥37.00The board of gremz,Inc. ( TSE:3150 ) has announced that it will be increasing its dividend by 16% on the 27th of June...
Declared Dividend • Dec 03First half dividend increased to JP¥37.00Dividend of JP¥37.00 is 16% higher than last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 06gremz,Inc. to Report Q2, 2025 Results on Nov 14, 2024gremz,Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
分析記事 • Sep 21gremzInc (TSE:3150) Has Announced A Dividend Of ¥20.00The board of gremz,Inc. ( TSE:3150 ) has announced that it will pay a dividend of ¥20.00 per share on the 2nd of...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.0%).
分析記事 • Sep 04gremz,Inc. (TSE:3150) Stocks Shoot Up 27% But Its P/E Still Looks Reasonablegremz,Inc. ( TSE:3150 ) shareholders would be excited to see that the share price has had a great month, posting a 27...
Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: JP¥50.00 (vs JP¥55.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥50.00 (down from JP¥55.72 in 1Q 2024). Revenue: JP¥7.65b (up 1.9% from 1Q 2024). Net income: JP¥1.16b (down 9.6% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,978, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 23% over the past three years.
分析記事 • Jul 26gremzInc (TSE:3150) Has Announced A Dividend Of ¥20.00gremz,Inc. ( TSE:3150 ) has announced that it will pay a dividend of ¥20.00 per share on the 2nd of December. This...
分析記事 • Jul 12gremzInc (TSE:3150) Will Pay A Dividend Of ¥20.00gremz,Inc. ( TSE:3150 ) will pay a dividend of ¥20.00 on the 2nd of December. This makes the dividend yield 2.4%, which...
Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 37% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 10gremz,Inc. to Report Q1, 2025 Results on Aug 09, 2024gremz,Inc. announced that they will report Q1, 2025 results on Aug 09, 2024
分析記事 • Jun 26gremz,Inc. (TSE:3150) Looks Just Right With A 30% Price Jumpgremz,Inc. ( TSE:3150 ) shareholders would be excited to see that the share price has had a great month, posting a 30...
New Risk • Jun 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 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).
分析記事 • Jun 04Does gremzInc (TSE:3150) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,374, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 39% over the past three years.
Price Target Changed • Jun 01Price target increased by 32% to JP¥5,000Up from JP¥3,800, the current price target is provided by 1 analyst. New target price is 121% above last closing price of JP¥2,263. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥187 for next year compared to JP¥154 last year.
Reported Earnings • May 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥154 (up from JP¥108 in FY 2023). Revenue: JP¥29.9b (down 4.7% from FY 2023). Net income: JP¥3.54b (up 44% from FY 2023). Profit margin: 12% (up from 7.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17gremz,Inc., Annual General Meeting, Jun 26, 2024gremz,Inc., Annual General Meeting, Jun 26, 2024.
お知らせ • May 16+ 2 more updatesgremz,Inc. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and Full Fiscal Year Ending March 31, 2025gremz,Inc. provided consolidated earnings guidance for the six months ending September 30, 2024 and full fiscal year ending March 31, 2025. For the six months ending September 30, 2024, the company expects net sales of JPY 16,500 million, operating profit of JPY 3,250 million and profit attributable to owners of parent of JPY 2,190 million or JPY 94.80 per basic share.For the year ending March 31, 2025, the company expects net sales of JPY 34,000 million, operating profit of JPY 6,500 million and profit attributable to owners of parent of JPY 4,320 million or JPY 187.00 per basic share.
分析記事 • Apr 30Shareholders Would Enjoy A Repeat Of gremzInc's (TSE:3150) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
お知らせ • Apr 07gremz,Inc. to Report Fiscal Year 2024 Results on May 15, 2024gremz,Inc. announced that they will report fiscal year 2024 results on May 15, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).
Major Estimate Revision • Mar 07Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥33.0b to JP¥30.0b. EPS estimate also fell from JP¥173 per share to JP¥152 per share. Net income forecast to grow 11% next year vs 11% growth forecast for Commercial Services industry in Japan. Consensus price target down from JP¥4,000 to JP¥3,800. Share price rose 2.9% to JP¥2,090 over the past week.
分析記事 • Feb 26gremzInc's (TSE:3150) Shareholders Will Receive A Bigger Dividend Than Last Yeargremz,Inc. ( TSE:3150 ) has announced that it will be increasing its periodic dividend on the 1st of July to ¥31.00...
Reported Earnings • Feb 16Third quarter 2024 earnings released: EPS: JP¥43.46 (vs JP¥49.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥43.46 (down from JP¥49.35 in 3Q 2023). Revenue: JP¥7.81b (down 7.6% from 3Q 2023). Net income: JP¥1.00b (down 11% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 14New 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 5.8% 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 (5.8% average weekly change).
お知らせ • Dec 28gremz,Inc. to Report Q3, 2024 Results on Feb 14, 2024gremz,Inc. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥39.23 (vs JP¥18.66 in 2Q 2023)Second quarter 2024 results: EPS: JP¥39.23 (up from JP¥18.66 in 2Q 2023). Revenue: JP¥8.44b (down 6.7% from 2Q 2023). Net income: JP¥900.0m (up 112% from 2Q 2023). Profit margin: 11% (up from 4.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 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 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Oct 07gremz,Inc. to Report Q2, 2024 Results on Nov 14, 2023gremz,Inc. announced that they will report Q2, 2024 results on Nov 14, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.9%).
Major Estimate Revision • Aug 21Consensus EPS estimates increase by 21%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥34.0b to JP¥33.0b. EPS estimate rose from JP¥144 to JP¥175. Net income forecast to grow 23% next year vs 9.5% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥3,600 to JP¥4,000. Share price fell 6.2% to JP¥2,464 over the past week.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥55.72 (vs JP¥15.59 in 1Q 2023)First quarter 2024 results: EPS: JP¥55.72 (up from JP¥15.59 in 1Q 2023). Revenue: JP¥7.51b (up 9.0% from 1Q 2023). Net income: JP¥1.28b (up 260% from 1Q 2023). Profit margin: 17% (up from 5.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Commercial Services industry in Japan. 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 11% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jul 12Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be JP¥3,530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Reported Earnings • May 19Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥108 (up from JP¥94.77 in FY 2022). Revenue: JP¥31.4b (up 35% from FY 2022). Net income: JP¥2.47b (up 14% from FY 2022). Profit margin: 7.9% (down from 9.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 7.1%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 3.9% 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 27% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,548, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Commercial Services industry in Japan. Total returns to shareholders of 113% over the past three years.
お知らせ • May 16gremz,Inc., Annual General Meeting, Jun 28, 2023gremz,Inc., Annual General Meeting, Jun 28, 2023.
Buying Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be JP¥2,720, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.
Buying Opportunity • Apr 24Now 20% undervaluedOver the last 90 days, the stock is up 4.8%. The fair value is estimated to be JP¥2,725, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 51% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 34%After last week's 34% share price gain to JP¥2,690, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 143% over the past three years.
お知らせ • Feb 01+ 1 more updategremz,Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023gremz,Inc. provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of ¥27,526 million, operating profit of ¥2,700 million, profit attributable to owners of parent of ¥1,796 million and Basic earnings per share of ¥78.89.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥49.35 (vs JP¥26.66 in 3Q 2022)Third quarter 2023 results: EPS: JP¥49.35 (up from JP¥26.66 in 3Q 2022). Revenue: JP¥8.45b (up 45% from 3Q 2022). Net income: JP¥1.12b (up 85% from 3Q 2022). Profit margin: 13% (up from 10% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Jan 04Now 21% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be JP¥2,587, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 6.0%. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 72% in the next 2 years.
お知らせ • Dec 29gremz,Inc. to Report Q3, 2023 Results on Jan 31, 2023gremz,Inc. announced that they will report Q3, 2023 results on Jan 31, 2023
Major Estimate Revision • Dec 14Consensus revenue estimates increase by 14%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from JP¥28.5b to JP¥32.5b. EPS estimate increased from JP¥83.40 to JP¥87.80 per share. Net income forecast to grow 41% next year vs 12% growth forecast for Commercial Services industry in Japan. Consensus price target up from JP¥1,800 to JP¥2,000. Share price rose 10% to JP¥1,998 over the past week.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥18.66 (vs JP¥27.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.66 (down from JP¥27.67 in 2Q 2022). Revenue: JP¥9.04b (up 66% from 2Q 2022). Net income: JP¥425.0m (down 33% from 2Q 2022). Profit margin: 4.7% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Japan. 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 26% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. No independent directors (9 non-independent directors). Director Kenji Zenmura was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥18.66 (vs JP¥27.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.66 (down from JP¥27.67 in 2Q 2022). Revenue: JP¥9.04b (up 66% from 2Q 2022). Net income: JP¥425.0m (down 33% from 2Q 2022). Profit margin: 4.7% (down from 12% in 2Q 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in Japan. 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 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 01+ 1 more updategremz,Inc. Provides Consolidated Earnings Forecast for the Full Year of Fiscal Year Ending March 31, 2023gremz,Inc. provided consolidated earnings forecast for the full year of fiscal year ending March 31, 2023. For the full year, the company expected net sales to be JPY 27,526 million, Operating profit to be JPY 2,700 million, Profit attributable to owners of parent to be JPY 1,796 million and basic earnings per share to be JPY 78.89.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.3%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥15.59 (vs JP¥30.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.59 (down from JP¥30.48 in 1Q 2022). Revenue: JP¥6.88b (up 39% from 1Q 2022). Net income: JP¥355.0m (down 49% from 1Q 2022). Profit margin: 5.2% (down from 14% in 1Q 2022). Over the next year, revenue is forecast to grow 14%, compared to a 5.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 29+ 1 more updategremz,Inc. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2023gremz,Inc. provided dividend guidance for the second quarter and fiscal year ending March 31, 2023. For the quarter, the company expected dividend of JPY 5 per share compared to JPY 5 per share paid a year ago. For the fiscal year, the company expected year end dividend of JPY 14 per share compared to JPY 14 per share paid a year ago.
お知らせ • Jul 06gremz,Inc. to Report Q1, 2023 Results on Jul 29, 2022gremz,Inc. announced that they will report Q1, 2023 results on Jul 29, 2022
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,528, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 68% over the past three years.
お知らせ • Jun 24+ 2 more updatesgremz,Inc. Provides Consolidated Earnings Forecasts for the Six Months Ending September 30, 2022 and Fiscal Year Ending March 31, 2023gremz,Inc. provided consolidated earnings forecasts for the six months ending September 30, 2022 and fiscal year ending March 31, 2023. For the six months, company expects net sales to be JPY 13,638 million, operating profit to be JPY 1,048 million, profit attributable to owners of parent to be JPY 702 million and basic earnings per share to be JPY 30.84.For the fiscal year-end, company expects net sales to be JPY 27,526 million, operating profit to be JPY 2,700 million, profit attributable to owners of parent to be JPY 1,796 million and basic earnings per share to be JPY 78.89.
Major Estimate Revision • Jun 14Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥26.3b to JP¥27.5b. EPS estimate fell from JP¥112 to JP¥79.00 per share. Net income forecast to shrink 17% next year vs 4.0% growth forecast for Commercial Services industry in Japan . Consensus price target down from JP¥2,300 to JP¥1,800. Share price fell 6.9% to JP¥1,398 over the past week.
Reported Earnings • May 17Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥94.77 (up from JP¥49.42 in FY 2021). Revenue: JP¥23.3b (up 20% from FY 2021). Net income: JP¥2.16b (up 93% from FY 2021). Profit margin: 9.3% (up from 5.8% in FY 2021). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 13%, compared to a 2.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14+ 2 more updatesGremz,Inc. Provides Dividend Guidance for the Second Quarter and Year-End Dividend for the Year Ending March 31, 2023gremz,Inc. provided dividend guidance for the second quarter and year-end dividend for the year ending March 31, 2023. For the second quarter, the company expects to pay dividend of JPY 5.00 per share against JPY 5.00 per share paid a year ago. For the year-end, the company expects to pay dividend of JPY 14.00 per share against JPY 14.00 per share a year ago.
お知らせ • May 13gremz,Inc., Annual General Meeting, Jun 28, 2022gremz,Inc., Annual General Meeting, Jun 28, 2022.
