No.1Ltd（3562）株式概要日本国内において、情報セキュリティ機器およびOA関連製品の企画・開発・製造・販売・保守を行っています。 詳細3562 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績5/6財務の健全性3/6配当金3/6報酬当社が推定した公正価値より12.6%で取引されている 過去1年間で収益は30%増加しました リスク分析負債は営業キャッシュフローで十分にカバーされていない 意味のある時価総額がありません ( ¥10B )5%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る3562 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,088 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 NarrativeBLINROAG488,088 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.58k7.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture023b2016201920222025202620282031Revenue JP¥23.4bEarnings JP¥880.6mAdvancedSet Fair ValueView all narrativesNo.1 Co.,Ltd 競合他社Lion Office ProductsSymbol: TSE:423AMarket cap: JP¥10.2bGreen Cross HoldingsSymbol: FKSE:272AMarket cap: JP¥12.9bPowdertechSymbol: TSE:5695Market cap: JP¥8.8bIMURALtdSymbol: TSE:3955Market cap: JP¥8.3b価格と性能株価の高値、安値、推移の概要No.1Ltd過去の株価現在の株価JP¥1,579.0052週高値JP¥2,548.0052週安値JP¥1,421.00ベータ-0.131ヶ月の変化7.41%3ヶ月変化-6.90%1年変化-24.23%3年間の変化40.48%5年間の変化24.04%IPOからの変化96.15%最新ニュースReported Earnings • 1hFirst quarter 2027 earnings released: EPS: JP¥3.95 (vs JP¥6.17 in 1Q 2026)First quarter 2027 results: EPS: JP¥3.95 (down from JP¥6.17 in 1Q 2026). Revenue: JP¥4.74b (up 26% from 1Q 2026). Net income: JP¥26.0m (down 38% from 1Q 2026). Profit margin: 0.5% (down from 1.1% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Apr 14Full year 2026 earnings released: EPS: JP¥107 (vs JP¥85.79 in FY 2025)Full year 2026 results: EPS: JP¥107 (up from JP¥85.79 in FY 2025). Revenue: JP¥17.5b (up 23% from FY 2025). Net income: JP¥713.0m (up 24% from FY 2025). Profit margin: 4.1% (up from 4.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Apr 13No.1 Co.,Ltd, Annual General Meeting, May 27, 2026No.1 Co.,Ltd, Annual General Meeting, May 27, 2026.お知らせ • Apr 03No.1 Co.,Ltd to Report Fiscal Year 2026 Results on Apr 13, 2026No.1 Co.,Ltd announced that they will report fiscal year 2026 results on Apr 13, 2026Buy Or Sell Opportunity • Feb 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,762. The fair value is estimated to be JP¥2,221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has declined by 18%.Upcoming Dividend • Feb 19Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 47% and the cash payout ratio is 94%. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).最新情報をもっと見るRecent updatesReported Earnings • 1hFirst quarter 2027 earnings released: EPS: JP¥3.95 (vs JP¥6.17 in 1Q 2026)First quarter 2027 results: EPS: JP¥3.95 (down from JP¥6.17 in 1Q 2026). Revenue: JP¥4.74b (up 26% from 1Q 2026). Net income: JP¥26.0m (down 38% from 1Q 2026). Profit margin: 0.5% (down from 1.1% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Apr 14Full year 2026 earnings released: EPS: JP¥107 (vs JP¥85.79 in FY 2025)Full year 2026 results: EPS: JP¥107 (up from JP¥85.79 in FY 2025). Revenue: JP¥17.5b (up 23% from FY 2025). Net income: JP¥713.0m (up 24% from FY 2025). Profit margin: 4.1% (up from 4.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Apr 13No.1 Co.,Ltd, Annual General Meeting, May 27, 2026No.1 Co.,Ltd, Annual General Meeting, May 27, 2026.お知らせ • Apr 03No.1 Co.,Ltd to Report Fiscal Year 2026 Results on Apr 13, 2026No.1 Co.,Ltd announced that they will report fiscal year 2026 results on Apr 13, 2026Buy Or Sell Opportunity • Feb 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,762. The fair value is estimated to be JP¥2,221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has declined by 18%.Upcoming Dividend • Feb 19Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 47% and the cash payout ratio is 94%. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).分析記事 • Jan 29No.1 Co.,Ltd's (TSE:3562) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioNo.1 Co.,Ltd ( TSE:3562 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,937, the stock trades at a trailing P/E ratio of 24.8x. Average trailing P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 81% over the past three years.Reported Earnings • Jan 14Third quarter 2026 earnings released: JP¥14.09 loss per share (vs JP¥11.07 profit in 3Q 2025)Third quarter 2026 results: JP¥14.09 loss per share (down from JP¥11.07 profit in 3Q 2025). Revenue: JP¥4.66b (up 36% from 3Q 2025). Net loss: JP¥92.0m (down 223% from profit in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.New Risk • Jan 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). 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 (3.1% net profit margin).お知らせ • Nov 11No.1 Co.,Ltd to Report Q3, 2026 Results on Jan 13, 2026No.1 Co.,Ltd announced that they will report Q3, 2026 results on Jan 13, 2026Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥42.07 (vs JP¥20.82 in 2Q 2025)Second quarter 2026 results: EPS: JP¥42.07 (up from JP¥20.82 in 2Q 2025). Revenue: JP¥3.89b (up 7.0% from 2Q 2025). Net income: JP¥282.0m (up 100% from 2Q 2025). Profit margin: 7.3% (up from 3.9% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.New Risk • Oct 14New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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. Profit margins are more than 30% lower than last year (3.6% net profit margin). Market cap is less than US$100m (JP¥13.4b market cap, or US$88.1m).お知らせ • Sep 27No.1 Co.,Ltd (TSE:3562) signed a Share Exchange Agreement to acquire 90.67% stake in LGIC Co., Ltd for approximately ¥490 million.No.1 Co.,Ltd (TSE:3562) signed a Share Exchange Agreement to acquire 90.67% stake in LGIC Co., Ltd for approximately ¥490 million on September 26, 2025. As part of the acquisition, No.1 Co.,Ltd will acquire 272 shares in LGIC Co., Ltd. The consideration consists of issue of 0.02 million ordinary shares of No.1 Co.,Ltd at a ratio of 836 per common equity of LGIC Co., Ltd. For the period ending January 31, 2025, LGIC Co., Ltd reported total revenue of ¥177.05 million, EBIT of ¥7.47 million and net income of ¥4.76 million. As of January 31, 2025, LGIC Co., Ltd reported total assets of ¥248.08 million and net assets of ¥48.9 million. The transaction is expected to close on October 31, 2025.New Risk • Aug 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.4b (US$97.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (3.6% net profit margin). Market cap is less than US$100m (JP¥14.4b market cap, or US$97.7m).お知らせ • Aug 27No.1 Co.,Ltd to Report Q2, 2026 Results on Oct 14, 2025No.1 Co.,Ltd announced that they will report Q2, 2026 results on Oct 14, 2025Upcoming Dividend • Aug 21Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.1%).お知らせ • Jul 28No.1 Co.,Ltd (TSE:3562) announces an Equity Buyback for 279,700 shares, representing 3.99% for ¥630.72 million.No.1 Co.,Ltd (TSE:3562) announces a share repurchase program. Under the program, the company will repurchase 279,700 shares, representing 3.99% of the outstanding shares for ¥630.72 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency in light of a major shareholder's intention to sell a portion of their shares. The program will run until July 29, 2025. As of the end of February 2025, the company had 7,018,500 shares outstanding and 214,210 shares in treasury.Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥6.17 (vs JP¥12.44 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.17 (down from JP¥12.44 in 1Q 2025). Revenue: JP¥3.77b (up 18% from 1Q 2025). Net income: JP¥42.0m (down 48% from 1Q 2025). Profit margin: 1.1% (down from 2.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.お知らせ • Jun 26No.1 Co.,Ltd (TSE:3562) agreed to acquire i-station Co., Ltd. from INT Co. , Ltd for ¥1.4 billion.No.1 Co.,Ltd (TSE:3562) agreed to acquire i-station Co., Ltd. from INT Co. , Ltd for ¥1.4 billion on June 26, 2025. As part of the acquisition, No.1 Co.,Ltd will acquire 20 shares in i-station Co., Ltd. As part of consideration, ¥1.4 billion will be payable for the common stock of i-Station Co., Ltd and an additional ¥13 million will be paid for the advisory fees. The transaction also includes the acquisition of i-station Co., Ltd's subsidiary Gloria Co., Ltd. For the period ended March 31, 2025, i-station Co., Ltd. reported net worth of approximately ¥210 million, total assets of ¥1.9 billion, sales of ¥3.3 billion, operating profit of ¥28 million and ordinary profit of ¥29 million. The transaction is expected to close on July 1, 2025.Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥85.79 (vs JP¥136 in FY 2024)Full year 2025 results: EPS: JP¥85.79 (down from JP¥136 in FY 2024). Revenue: JP¥14.2b (up 5.6% from FY 2024). Net income: JP¥574.0m (down 35% from FY 2024). Profit margin: 4.0% (down from 6.6% in FY 2024). 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 25% per year, which means it is well ahead of earnings.お知らせ • May 27No.1 Co.,Ltd to Report Q1, 2026 Results on Jul 11, 2025No.1 Co.,Ltd announced that they will report Q1, 2026 results on Jul 11, 2025分析記事 • May 07No.1 Co.,Ltd's (TSE:3562) 26% Price Boost Is Out Of Tune With EarningsNo.1 Co.,Ltd ( TSE:3562 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...分析記事 • Apr 20Some May Be Optimistic About No.1Ltd's (TSE:3562) EarningsNo.1 Co.,Ltd's ( TSE:3562 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...New Risk • Apr 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.0% Last year net profit margin: 6.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (4.0% net profit margin). Market cap is less than US$100m (JP¥11.9b market cap, or US$82.6m).Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥85.79 (vs JP¥136 in FY 2024)Full year 2025 results: EPS: JP¥85.79 (down from JP¥136 in FY 2024). Revenue: JP¥14.2b (up 5.6% from FY 2024). Net income: JP¥574.0m (down 35% from FY 2024). Profit margin: 4.0% (down from 6.6% in FY 2024). 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 22% per year, which means it is well ahead of earnings.お知らせ • Apr 11No.1 Co.,Ltd, Annual General Meeting, May 28, 2025No.1 Co.,Ltd, Annual General Meeting, May 28, 2025.New Risk • Apr 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). Market cap is less than US$100m (JP¥10.4b market cap, or US$71.4m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,530, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total returns to shareholders of 100% over the past three years.お知らせ • Feb 27No.1 Co.,Ltd to Report Fiscal Year 2025 Results on Apr 11, 2025No.1 Co.,Ltd announced that they will report fiscal year 2025 results on Apr 11, 2025Upcoming Dividend • Feb 20Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.1%).Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥11.07 (vs JP¥12.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.07 (down from JP¥12.30 in 3Q 2024). Revenue: JP¥3.43b (up 8.1% from 3Q 2024). Net income: JP¥75.0m (down 5.1% from 3Q 2024). Profit margin: 2.2% (down from 2.5% in 3Q 2024). The decrease in margin was driven by higher expenses. 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 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 27No.1 Co.,Ltd to Report Q3, 2025 Results on Jan 10, 2025No.1 Co.,Ltd announced that they will report Q3, 2025 results on Jan 10, 2025分析記事 • Oct 29Further Upside For No.1 Co.,Ltd (TSE:3562) Shares Could Introduce Price Risks After 47% BounceNo.1 Co.,Ltd ( TSE:3562 ) shares have had a really impressive month, gaining 47% after a shaky period beforehand. The...Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,015, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 3.9% over the past three years.New Risk • Oct 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (5.5% increase in shares outstanding). Market cap is less than US$100m (JP¥5.87b market cap, or US$38.6m).分析記事 • Oct 18We Think No.1Ltd's (TSE:3562) Robust Earnings Are ConservativeNo.1 Co.,Ltd ( TSE:3562 ) just reported healthy earnings but the stock price didn't move much. Investors are probably...Reported Earnings • Oct 15Second quarter 2025 earnings released: EPS: JP¥20.82 (vs JP¥34.64 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.82 (down from JP¥34.64 in 2Q 2024). Revenue: JP¥3.63b (up 6.0% from 2Q 2024). Net income: JP¥141.0m (down 38% from 2Q 2024). Profit margin: 3.9% (down from 6.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Sep 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥928. The fair value is estimated to be JP¥1,162, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%.お知らせ • Aug 27No.1 Co.,Ltd to Report Q2, 2025 Results on Oct 11, 2024No.1 Co.,Ltd announced that they will report Q2, 2025 results on Oct 11, 2024Upcoming Dividend • Aug 22Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 15 November 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥830, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 21% over the past three years.Buy Or Sell Opportunity • Aug 05Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥830. The fair value is estimated to be JP¥1,169, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%.New Risk • Aug 02New 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 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks 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 (5.5% average weekly change). Market cap is less than US$100m (JP¥6.32b market cap, or US$42.5m).分析記事 • Jul 17No.1 Co.,Ltd (TSE:3562) Stock Rockets 27% But Many Are Still Ignoring The CompanyDespite an already strong run, No.1 Co.,Ltd ( TSE:3562 ) shares have been powering on, with a gain of 27% in the last...Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥12.44 (vs JP¥19.21 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.44 (down from JP¥19.21 in 1Q 2024). Revenue: JP¥3.19b (up 1.1% from 1Q 2024). Net income: JP¥80.0m (down 38% from 1Q 2024). Profit margin: 2.5% (down from 4.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jun 08No.1 Co.,Ltd to Report Q1, 2025 Results on Jul 12, 2024No.1 Co.,Ltd announced that they will report Q1, 2025 results on Jul 12, 2024お知らせ • Apr 26No.1 Co.,Ltd (TSE:3562) agreed to acquire OZ MODE Co., Ltd. from EPARK Co., Ltd.No.1 Co.,Ltd (TSE:3562) agreed to acquire OZ MODE Co., Ltd. from EPARK Co., Ltd. on April 24, 2024. 266 shares of No.1 Co.,Ltd will be issued for every 1 share of OZ MODE.お知らせ • Apr 25No.1 Co.,Ltd announced that it expects to receive ¥32.498752 million in fundingNo. 1 Co.,Ltd announced a private placement to issue 31,900 shares at an issue price of ¥940 per share for the gross proceeds of ¥29,986,000, 1,808 10th stock acquisition rights at an issue price of ¥1,319 per right for the gross proceeds of ¥2,384,752 and 2,000 11th stock acquisition rights at an issue price of ¥64 per right for the gross proceeds of ¥128,000; aggregate gross proceeds of ¥32,498,752 on April 24, 2024. The transaction will include participation from new investor Growth Partners Investment Union. The exercise price is ¥940 from May 11, 2026 to May 10, 2030 for 10th Stock Acquisition and ¥1,500 from May 11, 2028 to May 10, 2030 for 11th Stock acquisition rights. The company has disclosed the total amount is ¥502,450,752, issuance expenses is ¥6,000,000 and the net proceeds is ¥496,450,752. The transaction has been approved by the shareholders and is expected to close on May 10, 2024.分析記事 • Apr 19No.1Ltd's (TSE:3562) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that No.1 Co.,Ltd's ( TSE:3562 ) recent earnings didn't contain any surprises...Reported Earnings • Apr 14Full year 2024 earnings released: EPS: JP¥136 (vs JP¥139 in FY 2023)Full year 2024 results: EPS: JP¥136 (down from JP¥139 in FY 2023). Revenue: JP¥13.5b (up 1.1% from FY 2023). Net income: JP¥886.0m (down 2.7% from FY 2023). Profit margin: 6.6% (down from 6.8% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Apr 14No.1 Co.,Ltd, Annual General Meeting, May 29, 2024No.1 Co.,Ltd, Annual General Meeting, May 29, 2024.お知らせ • Feb 29No.1 Co.,Ltd to Report Fiscal Year 2024 Results on Apr 12, 2024No.1 Co.,Ltd announced that they will report fiscal year 2024 results on Apr 12, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥12.30 (vs JP¥14.18 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.30 (down from JP¥14.18 in 3Q 2023). Revenue: JP¥3.17b (up 6.7% from 3Q 2023). Net income: JP¥79.0m (down 15% from 3Q 2023). Profit margin: 2.5% (down from 3.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Nov 08No.1 Co.,Ltd to Report Q3, 2024 Results on Jan 12, 2024No.1 Co.,Ltd announced that they will report Q3, 2024 results on Jan 12, 2024Reported Earnings • Oct 15Second quarter 2024 earnings released: EPS: JP¥34.64 (vs JP¥73.25 in 2Q 2023)Second quarter 2024 results: EPS: JP¥34.64 (down from JP¥73.25 in 2Q 2023). Revenue: JP¥3.43b (down 3.2% from 2Q 2023). Net income: JP¥227.0m (down 53% from 2Q 2023). Profit margin: 6.6% (down from 14% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Aug 30No.1 Co.,Ltd to Report Q2, 2024 Results on Oct 13, 2023No.1 Co.,Ltd announced that they will report Q2, 2024 results on Oct 13, 2023Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.50 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 18% 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 (1.9%).Reported Earnings • Jul 18First quarter 2024 earnings released: EPS: JP¥19.21 (vs JP¥11.91 in 1Q 2023)First quarter 2024 results: EPS: JP¥19.21 (up from JP¥11.91 in 1Q 2023). Revenue: JP¥3.16b (up 2.6% from 1Q 2023). Net income: JP¥129.0m (up 65% from 1Q 2023). Profit margin: 4.1% (up from 2.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 02Full year 2023 earnings released: EPS: JP¥139 (vs JP¥81.10 in FY 2022)Full year 2023 results: EPS: JP¥139 (up from JP¥81.10 in FY 2022). Revenue: JP¥13.3b (down 4.4% from FY 2022). Net income: JP¥911.0m (up 72% from FY 2022). Profit margin: 6.8% (up from 3.8% in FY 2022). Over the last 3 years on average, earnings per share has increased by 41% 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 28No.1 Co.,Ltd to Report Q1, 2024 Results on Jul 14, 2023No.1 Co.,Ltd announced that they will report Q1, 2024 results on Jul 14, 2023お知らせ • May 10No.1 Co.,Ltd (TSE:3562) announces an Equity Buyback for 340,000 shares, representing 4.93% for ¥510 million.No.1 Co.,Ltd (TSE:3562) announces a share repurchase program. Under the program, the company will repurchase 340,000 shares, representing 4.93% of the outstanding shares for ¥510 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until August 31, 2023. As of April 30, 2023, the company had 6,893,960 shares outstanding and 193,410 shares in treasury.Reported Earnings • Apr 16Full year 2023 earnings released: EPS: JP¥139 (vs JP¥81.10 in FY 2022)Full year 2023 results: EPS: JP¥139 (up from JP¥81.10 in FY 2022). Revenue: JP¥13.3b (down 4.4% from FY 2022). Net income: JP¥911.0m (up 72% from FY 2022). Profit margin: 6.8% (up from 3.8% in FY 2022). Over the last 3 years on average, earnings per share has increased by 41% per year and the company’s share price has also increased by 41% per year.Upcoming Dividend • Feb 20Upcoming dividend of JP¥21.50 per share at 2.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.2%).お知らせ • Feb 08No.1 Co.,Ltd to Report Fiscal Year 2023 Results on Apr 14, 2023No.1 Co.,Ltd announced that they will report fiscal year 2023 results on Apr 14, 2023Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥14.18 (vs JP¥3.06 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.18 (up from JP¥3.06 in 3Q 2022). Revenue: JP¥2.97b (down 8.5% from 3Q 2022). Net income: JP¥93.0m (up 365% from 3Q 2022). Profit margin: 3.1% (up from 0.6% in 3Q 2022). 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 28% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 04No.1 Co.,Ltd to Report Q3, 2023 Results on Jan 13, 2023No.1 Co.,Ltd announced that they will report Q3, 2023 results on Jan 13, 2023Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Managing Executive Officer, GM of Corporate Business Headquarters & Director Yasunori Kuwashima was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,040, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 13x in the Commercial Services industry in Japan. Total returns to shareholders of 105% over the past three years.Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥73.25 (vs JP¥19.47 in 2Q 2022)Second quarter 2023 results: EPS: JP¥73.25 (up from JP¥19.47 in 2Q 2022). Revenue: JP¥3.54b (flat on 2Q 2022). Net income: JP¥480.0m (up 278% from 2Q 2022). Profit margin: 14% (up from 3.6% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 28No.1 Co.,Ltd to Report Q2, 2023 Results on Oct 14, 2022No.1 Co.,Ltd announced that they will report Q2, 2023 results on Oct 14, 2022Upcoming Dividend • Aug 23Upcoming dividend of JP¥10.50 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 15 November 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).Reported Earnings • Jul 18First quarter 2023 earnings released: EPS: JP¥11.91 (vs JP¥12.01 in 1Q 2022)First quarter 2023 results: EPS: JP¥11.91 (down from JP¥12.01 in 1Q 2022). Revenue: JP¥3.08b (down 4.3% from 1Q 2022). Net income: JP¥78.0m (down 1.3% from 1Q 2022). Profit margin: 2.5% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 03Full year 2022 earnings released: EPS: JP¥81.10 (vs JP¥64.20 in FY 2021)Full year 2022 results: EPS: JP¥81.10 (up from JP¥64.20 in FY 2021). Revenue: JP¥13.9b (up 18% from FY 2021). Net income: JP¥531.0m (up 32% from FY 2021). Profit margin: 3.8% (up from 3.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 32% per year.お知らせ • May 29No.1 Co.,Ltd to Report Q1, 2023 Results on Jul 14, 2022No.1 Co.,Ltd announced that they will report Q1, 2023 results on Jul 14, 2022Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Managing Executive Officer, GM of Corporate Business Headquarters & Director Yasunori Kuwashima was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 16No.1 Co.,Ltd, Annual General Meeting, May 27, 2022No.1 Co.,Ltd, Annual General Meeting, May 27, 2022.Reported Earnings • Apr 15Full year 2022 earnings released: EPS: JP¥81.09 (vs JP¥64.20 in FY 2021)Full year 2022 results: EPS: JP¥81.09 (up from JP¥64.20 in FY 2021). Revenue: JP¥13.9b (up 18% from FY 2021). Net income: JP¥531.0m (up 32% from FY 2021). Profit margin: 3.8% (up from 3.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.お知らせ • Apr 08No.1 Co.,Ltd to Report Fiscal Year 2022 Results on Apr 14, 2022No.1 Co.,Ltd announced that they will report fiscal year 2022 results on Apr 14, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥766, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total returns to shareholders of 162% over the past three years.Reported Earnings • Jan 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥3.06 (down from JP¥18.53 in 3Q 2021). Revenue: JP¥3.25b (flat on 3Q 2021). Net income: JP¥20.0m (down 83% from 3Q 2021). Profit margin: 0.6% (down from 3.6% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS JP¥19.47 (vs JP¥26.04 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥3.53b (up 13% from 2Q 2021). Net income: JP¥127.0m (down 21% from 2Q 2021). Profit margin: 3.6% (down from 5.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 41% per year.Upcoming Dividend • Aug 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 16 November 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (2.0%).Reported Earnings • Jul 16First quarter 2022 earnings released: EPS JP¥12.01 (vs JP¥7.65 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥3.21b (up 65% from 1Q 2021). Net income: JP¥79.0m (up JP¥126.0m from 1Q 2021). Profit margin: 2.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 30Full year 2021 earnings released: EPS JP¥64.20 (vs JP¥43.16 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.8b (up 34% from FY 2020). Net income: JP¥403.0m (up 52% from FY 2020). Profit margin: 3.4% (up from 3.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 16Full year 2021 earnings released: EPS JP¥64.20 (vs JP¥43.16 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.8b (up 34% from FY 2020). Net income: JP¥403.0m (up 52% from FY 2020). Profit margin: 3.4% (up from 3.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 15No.1 Co.,Ltd (JASDAQ:3562) announces an Equity Buyback for 100,000 shares, representing 1.51% for ¥175.2 million.No.1 Co.,Ltd (JASDAQ:3562) announces a share repurchase program. Under the program, the company will repurchase 100,000 shares, representing 1.51% of the outstanding shares for ¥175.2 million. The purpose of the program is to return profits to shareholders and implement a flexible capital policy in response to changes in the business environment. The program will run until April 14, 2022. As of February 28, 2021, the company had 6,611,174 shares outstanding and 93,386 shares in treasury.分析記事 • Mar 28Three Things You Should Check Before Buying No.1 Co.,Ltd (TYO:3562) For Its DividendIs No.1 Co.,Ltd ( TYO:3562 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...分析記事 • Mar 07Is No.1Ltd (TYO:3562) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Mar 04No.1 Co.,Ltd to Report Fiscal Year 2021 Results on Apr 14, 2021No.1 Co.,Ltd announced that they will report fiscal year 2021 results on Apr 14, 2021分析記事 • Feb 15The No.1Ltd (TYO:3562) Share Price Has Gained 235%, So Why Not Pay It Some Attention?It might seem bad, but the worst that can happen when you buy a stock (without leverage) is that its share price goes...分析記事 • Jan 24No.1 Co.,Ltd (TYO:3562) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?With its stock down 21% over the past three months, it is easy to disregard No.1Ltd (TYO:3562). However, stock prices...Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥18.53The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.25b (up 58% from 3Q 2020). Net income: JP¥116.0m (up JP¥113.0m from 3Q 2020). Profit margin: 3.6% (up from 0.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 02Do No.1Ltd's (TYO:3562) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Is New 90 Day High Low • Dec 22New 90-day low: JP¥1,289The company is down 27% from its price of JP¥1,778 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is down 2.0% over the same period.分析記事 • Dec 15Three Things You Should Check Before Buying No.1 Co.,Ltd (TYO:3562) For Its DividendDividend paying stocks like No.1 Co.,Ltd ( TYO:3562 ) tend to be popular with investors, and for good reason - some...分析記事 • Nov 27Do Institutions Own No.1 Co.,Ltd (TYO:3562) Shares?The big shareholder groups in No.1 Co.,Ltd (TYO:3562) have power over the company. Institutions often own shares in...Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 17% share price gain to JP¥1,692, the stock is trading at a trailing P/E ratio of 37.2x, up from the previous P/E ratio of 31.7x. This compares to an average P/E of 15x in the Commercial Services industry in Japan. Total returns to shareholders over the past three years are 211%.株主還元3562JP Commercial ServicesJP 市場7D-1.0%-1.6%-3.5%1Y-24.2%17.8%37.4%株主還元を見る業界別リターン: 3562過去 1 年間で17.8 % 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: 3562は、過去 1 年間で37.4 % のリターンを上げたJP市場を下回りました。価格変動Is 3562's price volatile compared to industry and market?3562 volatility3562 Average Weekly Movement2.5%Commercial Services Industry Average Movement3.8%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 3562 、 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: 3562の 週次ボラティリティ ( 2% ) 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1989957Takayuki Tatsumiwww.number-1.co.jp情報セキュリティ機器およびOA関連製品の企画・開発・製造・販売・保守を国内で展開。複合機、ビジネスホン、ファイルサーバーなどを提供。また、情報通信機器の販売・保守、回線・モバイル販売および関連代理店事業、システム・業務支援事業、ソフトウェアの受託開発、インターネット関連事業、代理店事業の販売も行っている。株式会社No.1は1989年に設立され、東京に本社を置く。もっと見るNo.1 Co.,Ltd 基礎のまとめNo.1Ltd の収益と売上を時価総額と比較するとどうか。3562 基礎統計学時価総額JP¥10.36b収益（TTM）JP¥697.00m売上高(TTM)JP¥18.50b14.9xPER（株価収益率0.6xP/Sレシオ3562 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3562 損益計算書（TTM）収益JP¥18.50b売上原価JP¥8.99b売上総利益JP¥9.52bその他の費用JP¥8.82b収益JP¥697.00m直近の収益報告May 31, 2026次回決算日該当なし一株当たり利益（EPS）106.18グロス・マージン51.42%純利益率3.77%有利子負債／自己資本比率153.2%3562 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5.0%現在の配当利回り74%配当性向3562 配当は確実ですか？3562 配当履歴とベンチマークを見る3562 、いつまでに購入すれば配当金を受け取れますか？No.1Ltd 配当日配当落ち日Aug 28 2026配当支払日Nov 16 2026配当落ちまでの日数40 days配当支払日までの日数120 days3562 配当は確実ですか？3562 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2026/07/18 20:48終値2026/07/17 00:00収益2026/05/31年間収益2026/02/28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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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No.1 Co.,Ltd 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Kana SasakiThe Stock Research Center
Reported Earnings • 1hFirst quarter 2027 earnings released: EPS: JP¥3.95 (vs JP¥6.17 in 1Q 2026)First quarter 2027 results: EPS: JP¥3.95 (down from JP¥6.17 in 1Q 2026). Revenue: JP¥4.74b (up 26% from 1Q 2026). Net income: JP¥26.0m (down 38% from 1Q 2026). Profit margin: 0.5% (down from 1.1% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 14Full year 2026 earnings released: EPS: JP¥107 (vs JP¥85.79 in FY 2025)Full year 2026 results: EPS: JP¥107 (up from JP¥85.79 in FY 2025). Revenue: JP¥17.5b (up 23% from FY 2025). Net income: JP¥713.0m (up 24% from FY 2025). Profit margin: 4.1% (up from 4.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Apr 13No.1 Co.,Ltd, Annual General Meeting, May 27, 2026No.1 Co.,Ltd, Annual General Meeting, May 27, 2026.
お知らせ • Apr 03No.1 Co.,Ltd to Report Fiscal Year 2026 Results on Apr 13, 2026No.1 Co.,Ltd announced that they will report fiscal year 2026 results on Apr 13, 2026
Buy Or Sell Opportunity • Feb 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,762. The fair value is estimated to be JP¥2,221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has declined by 18%.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 47% and the cash payout ratio is 94%. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).
Reported Earnings • 1hFirst quarter 2027 earnings released: EPS: JP¥3.95 (vs JP¥6.17 in 1Q 2026)First quarter 2027 results: EPS: JP¥3.95 (down from JP¥6.17 in 1Q 2026). Revenue: JP¥4.74b (up 26% from 1Q 2026). Net income: JP¥26.0m (down 38% from 1Q 2026). Profit margin: 0.5% (down from 1.1% in 1Q 2026). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 14Full year 2026 earnings released: EPS: JP¥107 (vs JP¥85.79 in FY 2025)Full year 2026 results: EPS: JP¥107 (up from JP¥85.79 in FY 2025). Revenue: JP¥17.5b (up 23% from FY 2025). Net income: JP¥713.0m (up 24% from FY 2025). Profit margin: 4.1% (up from 4.0% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Apr 13No.1 Co.,Ltd, Annual General Meeting, May 27, 2026No.1 Co.,Ltd, Annual General Meeting, May 27, 2026.
お知らせ • Apr 03No.1 Co.,Ltd to Report Fiscal Year 2026 Results on Apr 13, 2026No.1 Co.,Ltd announced that they will report fiscal year 2026 results on Apr 13, 2026
Buy Or Sell Opportunity • Feb 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to JP¥1,762. The fair value is estimated to be JP¥2,221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has declined by 18%.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 47% and the cash payout ratio is 94%. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).
分析記事 • Jan 29No.1 Co.,Ltd's (TSE:3562) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioNo.1 Co.,Ltd ( TSE:3562 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,937, the stock trades at a trailing P/E ratio of 24.8x. Average trailing P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 81% over the past three years.
Reported Earnings • Jan 14Third quarter 2026 earnings released: JP¥14.09 loss per share (vs JP¥11.07 profit in 3Q 2025)Third quarter 2026 results: JP¥14.09 loss per share (down from JP¥11.07 profit in 3Q 2025). Revenue: JP¥4.66b (up 36% from 3Q 2025). Net loss: JP¥92.0m (down 223% from profit in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
New Risk • Jan 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). 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 (3.1% net profit margin).
お知らせ • Nov 11No.1 Co.,Ltd to Report Q3, 2026 Results on Jan 13, 2026No.1 Co.,Ltd announced that they will report Q3, 2026 results on Jan 13, 2026
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥42.07 (vs JP¥20.82 in 2Q 2025)Second quarter 2026 results: EPS: JP¥42.07 (up from JP¥20.82 in 2Q 2025). Revenue: JP¥3.89b (up 7.0% from 2Q 2025). Net income: JP¥282.0m (up 100% from 2Q 2025). Profit margin: 7.3% (up from 3.9% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
New Risk • Oct 14New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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. Profit margins are more than 30% lower than last year (3.6% net profit margin). Market cap is less than US$100m (JP¥13.4b market cap, or US$88.1m).
お知らせ • Sep 27No.1 Co.,Ltd (TSE:3562) signed a Share Exchange Agreement to acquire 90.67% stake in LGIC Co., Ltd for approximately ¥490 million.No.1 Co.,Ltd (TSE:3562) signed a Share Exchange Agreement to acquire 90.67% stake in LGIC Co., Ltd for approximately ¥490 million on September 26, 2025. As part of the acquisition, No.1 Co.,Ltd will acquire 272 shares in LGIC Co., Ltd. The consideration consists of issue of 0.02 million ordinary shares of No.1 Co.,Ltd at a ratio of 836 per common equity of LGIC Co., Ltd. For the period ending January 31, 2025, LGIC Co., Ltd reported total revenue of ¥177.05 million, EBIT of ¥7.47 million and net income of ¥4.76 million. As of January 31, 2025, LGIC Co., Ltd reported total assets of ¥248.08 million and net assets of ¥48.9 million. The transaction is expected to close on October 31, 2025.
New Risk • Aug 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.4b (US$97.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (3.6% net profit margin). Market cap is less than US$100m (JP¥14.4b market cap, or US$97.7m).
お知らせ • Aug 27No.1 Co.,Ltd to Report Q2, 2026 Results on Oct 14, 2025No.1 Co.,Ltd announced that they will report Q2, 2026 results on Oct 14, 2025
Upcoming Dividend • Aug 21Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.1%).
お知らせ • Jul 28No.1 Co.,Ltd (TSE:3562) announces an Equity Buyback for 279,700 shares, representing 3.99% for ¥630.72 million.No.1 Co.,Ltd (TSE:3562) announces a share repurchase program. Under the program, the company will repurchase 279,700 shares, representing 3.99% of the outstanding shares for ¥630.72 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency in light of a major shareholder's intention to sell a portion of their shares. The program will run until July 29, 2025. As of the end of February 2025, the company had 7,018,500 shares outstanding and 214,210 shares in treasury.
Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥6.17 (vs JP¥12.44 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.17 (down from JP¥12.44 in 1Q 2025). Revenue: JP¥3.77b (up 18% from 1Q 2025). Net income: JP¥42.0m (down 48% from 1Q 2025). Profit margin: 1.1% (down from 2.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
お知らせ • Jun 26No.1 Co.,Ltd (TSE:3562) agreed to acquire i-station Co., Ltd. from INT Co. , Ltd for ¥1.4 billion.No.1 Co.,Ltd (TSE:3562) agreed to acquire i-station Co., Ltd. from INT Co. , Ltd for ¥1.4 billion on June 26, 2025. As part of the acquisition, No.1 Co.,Ltd will acquire 20 shares in i-station Co., Ltd. As part of consideration, ¥1.4 billion will be payable for the common stock of i-Station Co., Ltd and an additional ¥13 million will be paid for the advisory fees. The transaction also includes the acquisition of i-station Co., Ltd's subsidiary Gloria Co., Ltd. For the period ended March 31, 2025, i-station Co., Ltd. reported net worth of approximately ¥210 million, total assets of ¥1.9 billion, sales of ¥3.3 billion, operating profit of ¥28 million and ordinary profit of ¥29 million. The transaction is expected to close on July 1, 2025.
Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥85.79 (vs JP¥136 in FY 2024)Full year 2025 results: EPS: JP¥85.79 (down from JP¥136 in FY 2024). Revenue: JP¥14.2b (up 5.6% from FY 2024). Net income: JP¥574.0m (down 35% from FY 2024). Profit margin: 4.0% (down from 6.6% in FY 2024). 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 25% per year, which means it is well ahead of earnings.
お知らせ • May 27No.1 Co.,Ltd to Report Q1, 2026 Results on Jul 11, 2025No.1 Co.,Ltd announced that they will report Q1, 2026 results on Jul 11, 2025
分析記事 • May 07No.1 Co.,Ltd's (TSE:3562) 26% Price Boost Is Out Of Tune With EarningsNo.1 Co.,Ltd ( TSE:3562 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
分析記事 • Apr 20Some May Be Optimistic About No.1Ltd's (TSE:3562) EarningsNo.1 Co.,Ltd's ( TSE:3562 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...
New Risk • Apr 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.0% Last year net profit margin: 6.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (4.0% net profit margin). Market cap is less than US$100m (JP¥11.9b market cap, or US$82.6m).
Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥85.79 (vs JP¥136 in FY 2024)Full year 2025 results: EPS: JP¥85.79 (down from JP¥136 in FY 2024). Revenue: JP¥14.2b (up 5.6% from FY 2024). Net income: JP¥574.0m (down 35% from FY 2024). Profit margin: 4.0% (down from 6.6% in FY 2024). 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 22% per year, which means it is well ahead of earnings.
お知らせ • Apr 11No.1 Co.,Ltd, Annual General Meeting, May 28, 2025No.1 Co.,Ltd, Annual General Meeting, May 28, 2025.
New Risk • Apr 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). Market cap is less than US$100m (JP¥10.4b market cap, or US$71.4m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,530, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total returns to shareholders of 100% over the past three years.
お知らせ • Feb 27No.1 Co.,Ltd to Report Fiscal Year 2025 Results on Apr 11, 2025No.1 Co.,Ltd announced that they will report fiscal year 2025 results on Apr 11, 2025
Upcoming Dividend • Feb 20Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.1%).
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥11.07 (vs JP¥12.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.07 (down from JP¥12.30 in 3Q 2024). Revenue: JP¥3.43b (up 8.1% from 3Q 2024). Net income: JP¥75.0m (down 5.1% from 3Q 2024). Profit margin: 2.2% (down from 2.5% in 3Q 2024). The decrease in margin was driven by higher expenses. 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 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 27No.1 Co.,Ltd to Report Q3, 2025 Results on Jan 10, 2025No.1 Co.,Ltd announced that they will report Q3, 2025 results on Jan 10, 2025
分析記事 • Oct 29Further Upside For No.1 Co.,Ltd (TSE:3562) Shares Could Introduce Price Risks After 47% BounceNo.1 Co.,Ltd ( TSE:3562 ) shares have had a really impressive month, gaining 47% after a shaky period beforehand. The...
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,015, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 3.9% over the past three years.
New Risk • Oct 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. 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. Shareholders have been diluted in the past year (5.5% increase in shares outstanding). Market cap is less than US$100m (JP¥5.87b market cap, or US$38.6m).
分析記事 • Oct 18We Think No.1Ltd's (TSE:3562) Robust Earnings Are ConservativeNo.1 Co.,Ltd ( TSE:3562 ) just reported healthy earnings but the stock price didn't move much. Investors are probably...
Reported Earnings • Oct 15Second quarter 2025 earnings released: EPS: JP¥20.82 (vs JP¥34.64 in 2Q 2024)Second quarter 2025 results: EPS: JP¥20.82 (down from JP¥34.64 in 2Q 2024). Revenue: JP¥3.63b (up 6.0% from 2Q 2024). Net income: JP¥141.0m (down 38% from 2Q 2024). Profit margin: 3.9% (down from 6.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Sep 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥928. The fair value is estimated to be JP¥1,162, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%.
お知らせ • Aug 27No.1 Co.,Ltd to Report Q2, 2025 Results on Oct 11, 2024No.1 Co.,Ltd announced that they will report Q2, 2025 results on Oct 11, 2024
Upcoming Dividend • Aug 22Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 15 November 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥830, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total loss to shareholders of 21% over the past three years.
Buy Or Sell Opportunity • Aug 05Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥830. The fair value is estimated to be JP¥1,169, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%.
New Risk • Aug 02New 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 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks 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 (5.5% average weekly change). Market cap is less than US$100m (JP¥6.32b market cap, or US$42.5m).
分析記事 • Jul 17No.1 Co.,Ltd (TSE:3562) Stock Rockets 27% But Many Are Still Ignoring The CompanyDespite an already strong run, No.1 Co.,Ltd ( TSE:3562 ) shares have been powering on, with a gain of 27% in the last...
Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥12.44 (vs JP¥19.21 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.44 (down from JP¥19.21 in 1Q 2024). Revenue: JP¥3.19b (up 1.1% from 1Q 2024). Net income: JP¥80.0m (down 38% from 1Q 2024). Profit margin: 2.5% (down from 4.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jun 08No.1 Co.,Ltd to Report Q1, 2025 Results on Jul 12, 2024No.1 Co.,Ltd announced that they will report Q1, 2025 results on Jul 12, 2024
お知らせ • Apr 26No.1 Co.,Ltd (TSE:3562) agreed to acquire OZ MODE Co., Ltd. from EPARK Co., Ltd.No.1 Co.,Ltd (TSE:3562) agreed to acquire OZ MODE Co., Ltd. from EPARK Co., Ltd. on April 24, 2024. 266 shares of No.1 Co.,Ltd will be issued for every 1 share of OZ MODE.
お知らせ • Apr 25No.1 Co.,Ltd announced that it expects to receive ¥32.498752 million in fundingNo. 1 Co.,Ltd announced a private placement to issue 31,900 shares at an issue price of ¥940 per share for the gross proceeds of ¥29,986,000, 1,808 10th stock acquisition rights at an issue price of ¥1,319 per right for the gross proceeds of ¥2,384,752 and 2,000 11th stock acquisition rights at an issue price of ¥64 per right for the gross proceeds of ¥128,000; aggregate gross proceeds of ¥32,498,752 on April 24, 2024. The transaction will include participation from new investor Growth Partners Investment Union. The exercise price is ¥940 from May 11, 2026 to May 10, 2030 for 10th Stock Acquisition and ¥1,500 from May 11, 2028 to May 10, 2030 for 11th Stock acquisition rights. The company has disclosed the total amount is ¥502,450,752, issuance expenses is ¥6,000,000 and the net proceeds is ¥496,450,752. The transaction has been approved by the shareholders and is expected to close on May 10, 2024.
分析記事 • Apr 19No.1Ltd's (TSE:3562) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that No.1 Co.,Ltd's ( TSE:3562 ) recent earnings didn't contain any surprises...
Reported Earnings • Apr 14Full year 2024 earnings released: EPS: JP¥136 (vs JP¥139 in FY 2023)Full year 2024 results: EPS: JP¥136 (down from JP¥139 in FY 2023). Revenue: JP¥13.5b (up 1.1% from FY 2023). Net income: JP¥886.0m (down 2.7% from FY 2023). Profit margin: 6.6% (down from 6.8% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Apr 14No.1 Co.,Ltd, Annual General Meeting, May 29, 2024No.1 Co.,Ltd, Annual General Meeting, May 29, 2024.
お知らせ • Feb 29No.1 Co.,Ltd to Report Fiscal Year 2024 Results on Apr 12, 2024No.1 Co.,Ltd announced that they will report fiscal year 2024 results on Apr 12, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥16.50 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).
Reported Earnings • Jan 14Third quarter 2024 earnings released: EPS: JP¥12.30 (vs JP¥14.18 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.30 (down from JP¥14.18 in 3Q 2023). Revenue: JP¥3.17b (up 6.7% from 3Q 2023). Net income: JP¥79.0m (down 15% from 3Q 2023). Profit margin: 2.5% (down from 3.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Nov 08No.1 Co.,Ltd to Report Q3, 2024 Results on Jan 12, 2024No.1 Co.,Ltd announced that they will report Q3, 2024 results on Jan 12, 2024
Reported Earnings • Oct 15Second quarter 2024 earnings released: EPS: JP¥34.64 (vs JP¥73.25 in 2Q 2023)Second quarter 2024 results: EPS: JP¥34.64 (down from JP¥73.25 in 2Q 2023). Revenue: JP¥3.43b (down 3.2% from 2Q 2023). Net income: JP¥227.0m (down 53% from 2Q 2023). Profit margin: 6.6% (down from 14% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Aug 30No.1 Co.,Ltd to Report Q2, 2024 Results on Oct 13, 2023No.1 Co.,Ltd announced that they will report Q2, 2024 results on Oct 13, 2023
Upcoming Dividend • Aug 23Upcoming dividend of JP¥16.50 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 18% 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 (1.9%).
Reported Earnings • Jul 18First quarter 2024 earnings released: EPS: JP¥19.21 (vs JP¥11.91 in 1Q 2023)First quarter 2024 results: EPS: JP¥19.21 (up from JP¥11.91 in 1Q 2023). Revenue: JP¥3.16b (up 2.6% from 1Q 2023). Net income: JP¥129.0m (up 65% from 1Q 2023). Profit margin: 4.1% (up from 2.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 02Full year 2023 earnings released: EPS: JP¥139 (vs JP¥81.10 in FY 2022)Full year 2023 results: EPS: JP¥139 (up from JP¥81.10 in FY 2022). Revenue: JP¥13.3b (down 4.4% from FY 2022). Net income: JP¥911.0m (up 72% from FY 2022). Profit margin: 6.8% (up from 3.8% in FY 2022). Over the last 3 years on average, earnings per share has increased by 41% 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 28No.1 Co.,Ltd to Report Q1, 2024 Results on Jul 14, 2023No.1 Co.,Ltd announced that they will report Q1, 2024 results on Jul 14, 2023
お知らせ • May 10No.1 Co.,Ltd (TSE:3562) announces an Equity Buyback for 340,000 shares, representing 4.93% for ¥510 million.No.1 Co.,Ltd (TSE:3562) announces a share repurchase program. Under the program, the company will repurchase 340,000 shares, representing 4.93% of the outstanding shares for ¥510 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until August 31, 2023. As of April 30, 2023, the company had 6,893,960 shares outstanding and 193,410 shares in treasury.
Reported Earnings • Apr 16Full year 2023 earnings released: EPS: JP¥139 (vs JP¥81.10 in FY 2022)Full year 2023 results: EPS: JP¥139 (up from JP¥81.10 in FY 2022). Revenue: JP¥13.3b (down 4.4% from FY 2022). Net income: JP¥911.0m (up 72% from FY 2022). Profit margin: 6.8% (up from 3.8% in FY 2022). Over the last 3 years on average, earnings per share has increased by 41% per year and the company’s share price has also increased by 41% per year.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥21.50 per share at 2.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.2%).
お知らせ • Feb 08No.1 Co.,Ltd to Report Fiscal Year 2023 Results on Apr 14, 2023No.1 Co.,Ltd announced that they will report fiscal year 2023 results on Apr 14, 2023
Reported Earnings • Jan 14Third quarter 2023 earnings released: EPS: JP¥14.18 (vs JP¥3.06 in 3Q 2022)Third quarter 2023 results: EPS: JP¥14.18 (up from JP¥3.06 in 3Q 2022). Revenue: JP¥2.97b (down 8.5% from 3Q 2022). Net income: JP¥93.0m (up 365% from 3Q 2022). Profit margin: 3.1% (up from 0.6% in 3Q 2022). 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 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 04No.1 Co.,Ltd to Report Q3, 2023 Results on Jan 13, 2023No.1 Co.,Ltd announced that they will report Q3, 2023 results on Jan 13, 2023
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Managing Executive Officer, GM of Corporate Business Headquarters & Director Yasunori Kuwashima was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,040, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 13x in the Commercial Services industry in Japan. Total returns to shareholders of 105% over the past three years.
Reported Earnings • Oct 17Second quarter 2023 earnings released: EPS: JP¥73.25 (vs JP¥19.47 in 2Q 2022)Second quarter 2023 results: EPS: JP¥73.25 (up from JP¥19.47 in 2Q 2022). Revenue: JP¥3.54b (flat on 2Q 2022). Net income: JP¥480.0m (up 278% from 2Q 2022). Profit margin: 14% (up from 3.6% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 28No.1 Co.,Ltd to Report Q2, 2023 Results on Oct 14, 2022No.1 Co.,Ltd announced that they will report Q2, 2023 results on Oct 14, 2022
Upcoming Dividend • Aug 23Upcoming dividend of JP¥10.50 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 15 November 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).
Reported Earnings • Jul 18First quarter 2023 earnings released: EPS: JP¥11.91 (vs JP¥12.01 in 1Q 2022)First quarter 2023 results: EPS: JP¥11.91 (down from JP¥12.01 in 1Q 2022). Revenue: JP¥3.08b (down 4.3% from 1Q 2022). Net income: JP¥78.0m (down 1.3% from 1Q 2022). Profit margin: 2.5% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 03Full year 2022 earnings released: EPS: JP¥81.10 (vs JP¥64.20 in FY 2021)Full year 2022 results: EPS: JP¥81.10 (up from JP¥64.20 in FY 2021). Revenue: JP¥13.9b (up 18% from FY 2021). Net income: JP¥531.0m (up 32% from FY 2021). Profit margin: 3.8% (up from 3.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 32% per year.
お知らせ • May 29No.1 Co.,Ltd to Report Q1, 2023 Results on Jul 14, 2022No.1 Co.,Ltd announced that they will report Q1, 2023 results on Jul 14, 2022
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Managing Executive Officer, GM of Corporate Business Headquarters & Director Yasunori Kuwashima was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 16No.1 Co.,Ltd, Annual General Meeting, May 27, 2022No.1 Co.,Ltd, Annual General Meeting, May 27, 2022.
Reported Earnings • Apr 15Full year 2022 earnings released: EPS: JP¥81.09 (vs JP¥64.20 in FY 2021)Full year 2022 results: EPS: JP¥81.09 (up from JP¥64.20 in FY 2021). Revenue: JP¥13.9b (up 18% from FY 2021). Net income: JP¥531.0m (up 32% from FY 2021). Profit margin: 3.8% (up from 3.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Apr 08No.1 Co.,Ltd to Report Fiscal Year 2022 Results on Apr 14, 2022No.1 Co.,Ltd announced that they will report fiscal year 2022 results on Apr 14, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥766, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 12x in the Commercial Services industry in Japan. Total returns to shareholders of 162% over the past three years.
Reported Earnings • Jan 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥3.06 (down from JP¥18.53 in 3Q 2021). Revenue: JP¥3.25b (flat on 3Q 2021). Net income: JP¥20.0m (down 83% from 3Q 2021). Profit margin: 0.6% (down from 3.6% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS JP¥19.47 (vs JP¥26.04 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥3.53b (up 13% from 2Q 2021). Net income: JP¥127.0m (down 21% from 2Q 2021). Profit margin: 3.6% (down from 5.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 41% per year.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 16 November 2021. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (2.0%).
Reported Earnings • Jul 16First quarter 2022 earnings released: EPS JP¥12.01 (vs JP¥7.65 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥3.21b (up 65% from 1Q 2021). Net income: JP¥79.0m (up JP¥126.0m from 1Q 2021). Profit margin: 2.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 30Full year 2021 earnings released: EPS JP¥64.20 (vs JP¥43.16 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.8b (up 34% from FY 2020). Net income: JP¥403.0m (up 52% from FY 2020). Profit margin: 3.4% (up from 3.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 16Full year 2021 earnings released: EPS JP¥64.20 (vs JP¥43.16 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.8b (up 34% from FY 2020). Net income: JP¥403.0m (up 52% from FY 2020). Profit margin: 3.4% (up from 3.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 15No.1 Co.,Ltd (JASDAQ:3562) announces an Equity Buyback for 100,000 shares, representing 1.51% for ¥175.2 million.No.1 Co.,Ltd (JASDAQ:3562) announces a share repurchase program. Under the program, the company will repurchase 100,000 shares, representing 1.51% of the outstanding shares for ¥175.2 million. The purpose of the program is to return profits to shareholders and implement a flexible capital policy in response to changes in the business environment. The program will run until April 14, 2022. As of February 28, 2021, the company had 6,611,174 shares outstanding and 93,386 shares in treasury.
分析記事 • Mar 28Three Things You Should Check Before Buying No.1 Co.,Ltd (TYO:3562) For Its DividendIs No.1 Co.,Ltd ( TYO:3562 ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
分析記事 • Mar 07Is No.1Ltd (TYO:3562) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Mar 04No.1 Co.,Ltd to Report Fiscal Year 2021 Results on Apr 14, 2021No.1 Co.,Ltd announced that they will report fiscal year 2021 results on Apr 14, 2021
分析記事 • Feb 15The No.1Ltd (TYO:3562) Share Price Has Gained 235%, So Why Not Pay It Some Attention?It might seem bad, but the worst that can happen when you buy a stock (without leverage) is that its share price goes...
分析記事 • Jan 24No.1 Co.,Ltd (TYO:3562) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?With its stock down 21% over the past three months, it is easy to disregard No.1Ltd (TYO:3562). However, stock prices...
Reported Earnings • Jan 15Third quarter 2021 earnings released: EPS JP¥18.53The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.25b (up 58% from 3Q 2020). Net income: JP¥116.0m (up JP¥113.0m from 3Q 2020). Profit margin: 3.6% (up from 0.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 02Do No.1Ltd's (TYO:3562) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Is New 90 Day High Low • Dec 22New 90-day low: JP¥1,289The company is down 27% from its price of JP¥1,778 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is down 2.0% over the same period.
分析記事 • Dec 15Three Things You Should Check Before Buying No.1 Co.,Ltd (TYO:3562) For Its DividendDividend paying stocks like No.1 Co.,Ltd ( TYO:3562 ) tend to be popular with investors, and for good reason - some...
分析記事 • Nov 27Do Institutions Own No.1 Co.,Ltd (TYO:3562) Shares?The big shareholder groups in No.1 Co.,Ltd (TYO:3562) have power over the company. Institutions often own shares in...
Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 17% share price gain to JP¥1,692, the stock is trading at a trailing P/E ratio of 37.2x, up from the previous P/E ratio of 31.7x. This compares to an average P/E of 15x in the Commercial Services industry in Japan. Total returns to shareholders over the past three years are 211%.
