Densan（3640）株式概要株式会社電算は日本で情報サービス業を営んでいる。 詳細3640 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績6/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より90.4%で取引されている 過去1年間で収益は143.1%増加しました リスク分析意味のある時価総額がありません ( ¥12B )すべてのリスクチェックを見る3640 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.28k26.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b39b2016201920222025202620282031Revenue JP¥39.5bEarnings JP¥6.3bAdvancedSet Fair ValueView all narrativesDensan Co., Ltd. 競合他社MakuakeSymbol: TSE:4479Market cap: JP¥10.4bABISTLtdSymbol: TSE:6087Market cap: JP¥13.2bLuckLandSymbol: TSE:9612Market cap: JP¥13.7bNexyz. GroupSymbol: TSE:4346Market cap: JP¥9.9b価格と性能株価の高値、安値、推移の概要Densan過去の株価現在の株価JP¥2,277.0052週高値JP¥3,940.0052週安値JP¥2,200.00ベータ0.451ヶ月の変化-1.39%3ヶ月変化-34.19%1年変化-11.33%3年間の変化41.96%5年間の変化-4.77%IPOからの変化184.18%最新ニュースお知らせ • Jun 03Densan Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Densan Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥794 (vs JP¥317 in FY 2025)Full year 2026 results: EPS: JP¥794 (up from JP¥317 in FY 2025). Revenue: JP¥28.0b (up 49% from FY 2025). Net income: JP¥4.48b (up 143% from FY 2025). Profit margin: 16% (up from 9.8% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • May 18Densan Co., Ltd., Annual General Meeting, Jun 26, 2026Densan Co., Ltd., Annual General Meeting, Jun 26, 2026.New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.6b (US$85.7m) 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 Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (JP¥13.6b market cap, or US$85.7m).Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,453, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 13x in the Professional Services industry in Japan. Total returns to shareholders of 66% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥123 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 3.0% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).最新情報をもっと見るRecent updatesお知らせ • Jun 03Densan Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Densan Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥794 (vs JP¥317 in FY 2025)Full year 2026 results: EPS: JP¥794 (up from JP¥317 in FY 2025). Revenue: JP¥28.0b (up 49% from FY 2025). Net income: JP¥4.48b (up 143% from FY 2025). Profit margin: 16% (up from 9.8% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • May 18Densan Co., Ltd., Annual General Meeting, Jun 26, 2026Densan Co., Ltd., Annual General Meeting, Jun 26, 2026.New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.6b (US$85.7m) 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 Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (JP¥13.6b market cap, or US$85.7m).Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,453, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 13x in the Professional Services industry in Japan. Total returns to shareholders of 66% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥123 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 3.0% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,625, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total returns to shareholders of 142% over the past three years.分析記事 • Feb 04Market Might Still Lack Some Conviction On Densan Co., Ltd. (TSE:3640) Even After 32% Share Price BoostDensan Co., Ltd. ( TSE:3640 ) shareholders would be excited to see that the share price has had a great month, posting...New Risk • Feb 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 7.8% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥250 (vs JP¥62.11 in 3Q 2025)Third quarter 2026 results: EPS: JP¥250 (up from JP¥62.11 in 3Q 2025). Revenue: JP¥7.36b (up 74% from 3Q 2025). Net income: JP¥1.39b (up 284% from 3Q 2025). Profit margin: 19% (up from 8.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 24% per year.お知らせ • Dec 02Densan Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Densan Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026Reported Earnings • Nov 02Second quarter 2026 earnings released: EPS: JP¥196 (vs JP¥25.86 in 2Q 2025)Second quarter 2026 results: EPS: JP¥196 (up from JP¥25.86 in 2Q 2025). Revenue: JP¥6.36b (up 72% from 2Q 2025). Net income: JP¥1.11b (up JP¥957.0m from 2Q 2025). Profit margin: 17% (up from 4.0% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.2%).分析記事 • Sep 19A Piece Of The Puzzle Missing From Densan Co., Ltd.'s (TSE:3640) 35% Share Price ClimbDespite an already strong run, Densan Co., Ltd. ( TSE:3640 ) shares have been powering on, with a gain of 35% in the...分析記事 • Sep 18Densan (TSE:3640) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...New Risk • Sep 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,160, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 88% over the past three years.お知らせ • Sep 05Densan Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Densan Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025New Risk • Aug 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥14.9b market cap, or US$100.0m).Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥8.95 (vs JP¥12.95 in 1Q 2025)First quarter 2026 results: EPS: JP¥8.95 (down from JP¥12.95 in 1Q 2025). Revenue: JP¥4.24b (up 18% from 1Q 2025). Net income: JP¥52.0m (down 31% from 1Q 2025). Profit margin: 1.2% (down from 2.1% in 1Q 2025). 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 whereas the company’s share price has increased by 7% per year.お知らせ • Jul 31Densan Co., Ltd. (TSE:3640) announces an Equity Buyback for 270,000 shares, representing 4.65% for ¥808.65 million.Densan Co., Ltd. (TSE:3640) announces a share repurchase program. Under the program, the company will repurchase up to 270,000 shares, representing 4.65% of its issued share capital for ¥808.65 million. The shares will be repurchased at a price of ¥2,995 per share. The purpose of the program is to implement flexible capital policies in response to changes in the business environment and to provide returns to shareholders. As of March 31, 2025, the company had 5,810,469 issued shares (excluding treasury shares) and 26,731 treasury shares.分析記事 • Jul 18The Market Lifts Densan Co., Ltd. (TSE:3640) Shares 26% But It Can Do MoreDespite an already strong run, Densan Co., Ltd. ( TSE:3640 ) shares have been powering on, with a gain of 26% in the...分析記事 • Jul 08We Think Densan (TSE:3640) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jun 03Densan Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Densan Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥317 (vs JP¥169 in FY 2024)Full year 2025 results: EPS: JP¥317 (up from JP¥169 in FY 2024). Revenue: JP¥18.7b (up 17% from FY 2024). Net income: JP¥1.84b (up 105% from FY 2024). Profit margin: 9.8% (up from 5.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • May 17Investors Still Aren't Entirely Convinced By Densan Co., Ltd.'s (TSE:3640) Earnings Despite 31% Price JumpDensan Co., Ltd. ( TSE:3640 ) shareholders would be excited to see that the share price has had a great month, posting...分析記事 • May 16Even With A 31% Surge, Cautious Investors Are Not Rewarding Densan Co., Ltd.'s (TSE:3640) Performance CompletelyDensan Co., Ltd. ( TSE:3640 ) shareholders would be excited to see that the share price has had a great month, posting...お知らせ • May 16Densan Co., Ltd., Annual General Meeting, Jun 26, 2025Densan Co., Ltd., Annual General Meeting, Jun 26, 2025.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,968, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 16x in the Professional Services industry in Japan. Total loss to shareholders of 4.9% over the past three years.New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk Market cap is less than US$100m (JP¥7.80b market cap, or US$53.3m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,370, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 34% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.1%).お知らせ • Mar 18Densan Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Densan Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025New Risk • Feb 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Market cap is less than US$100m (JP¥10.0b market cap, or US$64.9m).Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥62.11 (vs JP¥14.24 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥62.11 (up from JP¥14.24 loss in 3Q 2024). Revenue: JP¥4.23b (up 21% from 3Q 2024). Net income: JP¥361.0m (up JP¥438.0m from 3Q 2024). Profit margin: 8.5% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Jan 03Densan Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Densan Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥25.85 (vs JP¥1.39 in 2Q 2024)Second quarter 2025 results: EPS: JP¥25.85 (up from JP¥1.39 in 2Q 2024). Revenue: JP¥3.71b (up 8.9% from 2Q 2024). Net income: JP¥150.0m (up JP¥143.0m from 2Q 2024). Profit margin: 4.0% (up from 0.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.0%).お知らせ • Sep 07Densan Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Densan Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥12.95 (vs JP¥9.57 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.95 (up from JP¥9.57 in 1Q 2024). Revenue: JP¥3.59b (down 1.5% from 1Q 2024). Net income: JP¥75.0m (up 56% from 1Q 2024). Profit margin: 2.1% (up from 1.3% in 1Q 2024). The increase in margin was driven by lower 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 14% per year, which means it is significantly lagging earnings.お知らせ • Jun 15Densan Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Densan Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024分析記事 • May 22Weak Statutory Earnings May Not Tell The Whole Story For Densan (TSE:3640)A lackluster earnings announcement from Densan Co., Ltd. ( TSE:3640 ) last week didn't sink the stock price. Our...Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥169 (vs JP¥321 in FY 2023)Full year 2024 results: EPS: JP¥169 (down from JP¥321 in FY 2023). Revenue: JP¥16.0b (down 10% from FY 2023). Net income: JP¥898.0m (down 44% from FY 2023). Profit margin: 5.6% (down from 9.0% in FY 2023). The decrease in margin was driven by lower revenue. 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 15% per year, which means it is significantly lagging earnings.お知らせ • May 17Densan Co., Ltd., Annual General Meeting, Jun 27, 2024Densan Co., Ltd., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 12 June 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.1%).お知らせ • Mar 13Densan Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Densan Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: JP¥14.24 loss per share (vs JP¥45.63 profit in 3Q 2023)Third quarter 2024 results: JP¥14.24 loss per share (down from JP¥45.63 profit in 3Q 2023). Revenue: JP¥3.49b (down 11% from 3Q 2023). Net loss: JP¥77.0m (down 134% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Dec 03Densan Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024Densan Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024New Risk • Nov 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% 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 (15% increase in shares outstanding). Market cap is less than US$100m (JP¥8.72b market cap, or US$58.7m).お知らせ • Nov 02Densan Co., Ltd. announced that it expects to receive ¥124.4 million in funding from Toppan Edge Services Inc.Densan Co., Ltd. announced a private placement to issue 80,000 shares at an issue roice of ¥1,555 per share for the gross proceeds of ¥124,400,000 on October 31, 2023. The transaction will include participation from new investor Toppan Edge Services Inc. The transaction has been has been approved by the shareholders of company and is expected to close on November 17, 2023.Upcoming Dividend • Sep 21Upcoming dividend of JP¥17.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.3%).お知らせ • Sep 10Densan Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Densan Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥9.57 (vs JP¥10.99 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.57 (down from JP¥10.99 in 1Q 2023). Revenue: JP¥3.64b (up 1.2% from 1Q 2023). Net income: JP¥48.0m (down 13% from 1Q 2023). Profit margin: 1.3% (down from 1.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Jun 07Densan Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023Densan Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023お知らせ • May 17Densan Co., Ltd., Annual General Meeting, Jun 28, 2023Densan Co., Ltd., Annual General Meeting, Jun 28, 2023.Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥321 (vs JP¥172 in FY 2022)Full year 2023 results: EPS: JP¥321 (up from JP¥172 in FY 2022). Revenue: JP¥17.8b (up 2.9% from FY 2022). Net income: JP¥1.61b (up 88% from FY 2022). Profit margin: 9.0% (up from 5.0% in FY 2022). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 9.1% and the cash payout ratio is 86%. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,999, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 19x in the Professional Services industry in Japan. Total loss to shareholders of 6.9% over the past three years.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥45.62 (vs JP¥9.19 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥45.62 (up from JP¥9.19 loss in 3Q 2022). Revenue: JP¥3.91b (up 21% from 3Q 2022). Net income: JP¥229.0m (up JP¥275.0m from 3Q 2022). Profit margin: 5.9% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. 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 11% per year, which means it is significantly lagging earnings.お知らせ • Dec 02Densan Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Densan Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥19.94 (vs JP¥29.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.94 (down from JP¥29.99 in 2Q 2022). Revenue: JP¥3.61b (up 2.2% from 2Q 2022). Net income: JP¥100.0m (down 33% from 2Q 2022). Profit margin: 2.8% (down from 4.3% in 2Q 2022). The decrease in margin was driven by higher expenses.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. 2 independent directors (8 non-independent directors). Independent External Director Hideaki Kobayashi was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥19.94 (vs JP¥29.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.94 (down from JP¥29.99 in 2Q 2022). Revenue: JP¥3.61b (up 2.2% from 2Q 2022). Net income: JP¥100.0m (down 33% from 2Q 2022). Profit margin: 2.8% (down from 4.3% in 2Q 2022). The decrease in margin was driven by higher expenses.Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Sep 04Densan Co., Ltd. to Report Q2, 2023 Results on Oct 28, 2022Densan Co., Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥10.99 (vs JP¥28.62 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.99 (down from JP¥28.62 in 1Q 2022). Revenue: JP¥3.60b (flat on 1Q 2022). Net income: JP¥55.0m (down 62% from 1Q 2022). Profit margin: 1.5% (down from 4.0% in 1Q 2022).お知らせ • Jun 11Densan Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022Densan Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥172 (vs JP¥110 in FY 2021)Full year 2022 results: EPS: JP¥172 (up from JP¥110 in FY 2021). Revenue: JP¥17.3b (up 7.5% from FY 2021). Net income: JP¥859.0m (up 43% from FY 2021). Profit margin: 5.0% (up from 3.7% 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 89% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Densan Co., Ltd., Annual General Meeting, Jun 28, 2022Densan Co., Ltd., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 3 independent directors (8 non-independent directors). Independent External Director Hideaki Kobayashi was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Densan Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Densan Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 10 June 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.5%).Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥9.19 loss per share (up from JP¥18.27 loss in 3Q 2021). Revenue: JP¥3.22b (up 2.8% from 3Q 2021). Net loss: JP¥46.0m (loss narrowed 55% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥28.62 (vs JP¥29.61 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥3.59b (up 1.4% from 1Q 2021). Net income: JP¥143.0m (down 13% from 1Q 2021). Profit margin: 4.0% (down from 4.7% in 1Q 2021). The decrease in margin was driven by higher expenses.Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥110 (vs JP¥46.88 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.1b (up 8.3% from FY 2020). Net income: JP¥599.0m (up 130% from FY 2020). Profit margin: 3.7% (up from 1.8% in FY 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 11 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.3%).お知らせ • Mar 20Densan Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Densan Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021Reported Earnings • Feb 20Third quarter 2021 earnings released: JP¥18.27 loss per share (vs JP¥67.29 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥3.13b (down 35% from 3Q 2020). Net loss: JP¥102.0m (down 127% from profit in 3Q 2020).Is New 90 Day High Low • Feb 15New 90-day high: JP¥2,585The company is up 8.0% from its price of JP¥2,394 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 9.0% over the same period.Reported Earnings • Feb 02Third quarter 2021 earnings released: JP¥18.26 loss per share (vs JP¥67.29 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥3.13b (down 35% from 3Q 2020). Net loss: JP¥102.0m (down 127% from profit in 3Q 2020).Is New 90 Day High Low • Jan 21New 90-day high: JP¥2,487The company is up 4.0% from its price of JP¥2,381 on 23 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period.お知らせ • Dec 05Densan Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021Densan Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021株主還元3640JP Professional ServicesJP 市場7D1.4%2.2%-0.2%1Y-11.3%20.6%43.7%株主還元を見る業界別リターン: 3640過去 1 年間で20.6 % の収益を上げたJP Professional Services業界を下回りました。リターン対市場: 3640は、過去 1 年間で43.7 % のリターンを上げたJP市場を下回りました。価格変動Is 3640's price volatile compared to industry and market?3640 volatility3640 Average Weekly Movement6.4%Professional Services Industry Average Movement3.7%Market Average Movement4.5%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.3%安定した株価: 3640 、 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: 3640の 週次ボラティリティ ( 6% ) 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1966589Kazuta Todorokiwww.ndensan.co.jp株式会社電算は日本で情報サービス業を営んでいる。公共部門と産業部門で事業を展開。一般個人向けにインターネット接続サービスを提供。また、情報処理・提供事業、情報通信・保管事業、運用・監視サービス事業、ソフトウェアの開発・販売・レンタル・保守事業、情報システムの企画・設計・開発・保守事業を行っている。また、情報通信機器・情報処理機器およびその周辺機器、業務用ソフトウェアの企画・研究・開発・販売・レンタル・設置・保守ならびに関連事務用品の販売、情報システムおよび関連業務の管理・運営、情報ネットワーク技術、通信機器およびビルスペースの賃貸などを行っている。また、周辺機器・通信回線・電気設備等の設置工事・保守、文字・音声・静止画・動画等のデジタルコンテンツの企画・開発・販売、集金代行・人材派遣・駐車場レンタル事業等も行っている。また、教育研修事業、情報システムコンサルティング事業、出版事業も行っている。株式会社電算は1966年に設立され、長野県に本社を置く。もっと見るDensan Co., Ltd. 基礎のまとめDensan の収益と売上を時価総額と比較するとどうか。3640 基礎統計学時価総額JP¥12.36b収益（TTM）JP¥4.48b売上高(TTM)JP¥27.99b2.8xPER（株価収益率0.5xP/Sレシオ3640 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3640 損益計算書（TTM）収益JP¥27.99b売上原価JP¥17.40b売上総利益JP¥10.59bその他の費用JP¥6.11b収益JP¥4.48b直近の収益報告Mar 31, 2026次回決算日Jul 31, 2026一株当たり利益（EPS）806.90グロス・マージン37.84%純利益率16.00%有利子負債／自己資本比率7.4%3640 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1.8%現在の配当利回り3%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2026/06/24 15:25終値2026/06/24 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Densan 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。2 アナリスト機関Hisaki HatoriMizuho Securities Co., Ltd.Akihide OgiharaNomura Securities Co. Ltd.
お知らせ • Jun 03Densan Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Densan Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥794 (vs JP¥317 in FY 2025)Full year 2026 results: EPS: JP¥794 (up from JP¥317 in FY 2025). Revenue: JP¥28.0b (up 49% from FY 2025). Net income: JP¥4.48b (up 143% from FY 2025). Profit margin: 16% (up from 9.8% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18Densan Co., Ltd., Annual General Meeting, Jun 26, 2026Densan Co., Ltd., Annual General Meeting, Jun 26, 2026.
New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.6b (US$85.7m) 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 Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (JP¥13.6b market cap, or US$85.7m).
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,453, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 13x in the Professional Services industry in Japan. Total returns to shareholders of 66% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥123 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 3.0% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
お知らせ • Jun 03Densan Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Densan Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥794 (vs JP¥317 in FY 2025)Full year 2026 results: EPS: JP¥794 (up from JP¥317 in FY 2025). Revenue: JP¥28.0b (up 49% from FY 2025). Net income: JP¥4.48b (up 143% from FY 2025). Profit margin: 16% (up from 9.8% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18Densan Co., Ltd., Annual General Meeting, Jun 26, 2026Densan Co., Ltd., Annual General Meeting, Jun 26, 2026.
New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥13.6b (US$85.7m) 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 Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (JP¥13.6b market cap, or US$85.7m).
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥2,453, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 13x in the Professional Services industry in Japan. Total returns to shareholders of 66% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥123 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 11 June 2026. Payout ratio is a comfortable 3.0% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥3,625, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total returns to shareholders of 142% over the past three years.
分析記事 • Feb 04Market Might Still Lack Some Conviction On Densan Co., Ltd. (TSE:3640) Even After 32% Share Price BoostDensan Co., Ltd. ( TSE:3640 ) shareholders would be excited to see that the share price has had a great month, posting...
New Risk • Feb 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 7.8% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥250 (vs JP¥62.11 in 3Q 2025)Third quarter 2026 results: EPS: JP¥250 (up from JP¥62.11 in 3Q 2025). Revenue: JP¥7.36b (up 74% from 3Q 2025). Net income: JP¥1.39b (up 284% from 3Q 2025). Profit margin: 19% (up from 8.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 24% per year.
お知らせ • Dec 02Densan Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Densan Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
Reported Earnings • Nov 02Second quarter 2026 earnings released: EPS: JP¥196 (vs JP¥25.86 in 2Q 2025)Second quarter 2026 results: EPS: JP¥196 (up from JP¥25.86 in 2Q 2025). Revenue: JP¥6.36b (up 72% from 2Q 2025). Net income: JP¥1.11b (up JP¥957.0m from 2Q 2025). Profit margin: 17% (up from 4.0% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.2%).
分析記事 • Sep 19A Piece Of The Puzzle Missing From Densan Co., Ltd.'s (TSE:3640) 35% Share Price ClimbDespite an already strong run, Densan Co., Ltd. ( TSE:3640 ) shares have been powering on, with a gain of 35% in the...
分析記事 • Sep 18Densan (TSE:3640) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
New Risk • Sep 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥3,160, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 88% over the past three years.
お知らせ • Sep 05Densan Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Densan Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
New Risk • Aug 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥14.9b market cap, or US$100.0m).
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥8.95 (vs JP¥12.95 in 1Q 2025)First quarter 2026 results: EPS: JP¥8.95 (down from JP¥12.95 in 1Q 2025). Revenue: JP¥4.24b (up 18% from 1Q 2025). Net income: JP¥52.0m (down 31% from 1Q 2025). Profit margin: 1.2% (down from 2.1% in 1Q 2025). 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 whereas the company’s share price has increased by 7% per year.
お知らせ • Jul 31Densan Co., Ltd. (TSE:3640) announces an Equity Buyback for 270,000 shares, representing 4.65% for ¥808.65 million.Densan Co., Ltd. (TSE:3640) announces a share repurchase program. Under the program, the company will repurchase up to 270,000 shares, representing 4.65% of its issued share capital for ¥808.65 million. The shares will be repurchased at a price of ¥2,995 per share. The purpose of the program is to implement flexible capital policies in response to changes in the business environment and to provide returns to shareholders. As of March 31, 2025, the company had 5,810,469 issued shares (excluding treasury shares) and 26,731 treasury shares.
分析記事 • Jul 18The Market Lifts Densan Co., Ltd. (TSE:3640) Shares 26% But It Can Do MoreDespite an already strong run, Densan Co., Ltd. ( TSE:3640 ) shares have been powering on, with a gain of 26% in the...
分析記事 • Jul 08We Think Densan (TSE:3640) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jun 03Densan Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Densan Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥317 (vs JP¥169 in FY 2024)Full year 2025 results: EPS: JP¥317 (up from JP¥169 in FY 2024). Revenue: JP¥18.7b (up 17% from FY 2024). Net income: JP¥1.84b (up 105% from FY 2024). Profit margin: 9.8% (up from 5.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • May 17Investors Still Aren't Entirely Convinced By Densan Co., Ltd.'s (TSE:3640) Earnings Despite 31% Price JumpDensan Co., Ltd. ( TSE:3640 ) shareholders would be excited to see that the share price has had a great month, posting...
分析記事 • May 16Even With A 31% Surge, Cautious Investors Are Not Rewarding Densan Co., Ltd.'s (TSE:3640) Performance CompletelyDensan Co., Ltd. ( TSE:3640 ) shareholders would be excited to see that the share price has had a great month, posting...
お知らせ • May 16Densan Co., Ltd., Annual General Meeting, Jun 26, 2025Densan Co., Ltd., Annual General Meeting, Jun 26, 2025.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥1,968, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 16x in the Professional Services industry in Japan. Total loss to shareholders of 4.9% over the past three years.
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk Market cap is less than US$100m (JP¥7.80b market cap, or US$53.3m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,370, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 34% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.1%).
お知らせ • Mar 18Densan Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Densan Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
New Risk • Feb 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Market cap is less than US$100m (JP¥10.0b market cap, or US$64.9m).
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥62.11 (vs JP¥14.24 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥62.11 (up from JP¥14.24 loss in 3Q 2024). Revenue: JP¥4.23b (up 21% from 3Q 2024). Net income: JP¥361.0m (up JP¥438.0m from 3Q 2024). Profit margin: 8.5% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Jan 03Densan Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Densan Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥25.85 (vs JP¥1.39 in 2Q 2024)Second quarter 2025 results: EPS: JP¥25.85 (up from JP¥1.39 in 2Q 2024). Revenue: JP¥3.71b (up 8.9% from 2Q 2024). Net income: JP¥150.0m (up JP¥143.0m from 2Q 2024). Profit margin: 4.0% (up from 0.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.0%).
お知らせ • Sep 07Densan Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Densan Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥12.95 (vs JP¥9.57 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.95 (up from JP¥9.57 in 1Q 2024). Revenue: JP¥3.59b (down 1.5% from 1Q 2024). Net income: JP¥75.0m (up 56% from 1Q 2024). Profit margin: 2.1% (up from 1.3% in 1Q 2024). The increase in margin was driven by lower 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 14% per year, which means it is significantly lagging earnings.
お知らせ • Jun 15Densan Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Densan Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
分析記事 • May 22Weak Statutory Earnings May Not Tell The Whole Story For Densan (TSE:3640)A lackluster earnings announcement from Densan Co., Ltd. ( TSE:3640 ) last week didn't sink the stock price. Our...
Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥169 (vs JP¥321 in FY 2023)Full year 2024 results: EPS: JP¥169 (down from JP¥321 in FY 2023). Revenue: JP¥16.0b (down 10% from FY 2023). Net income: JP¥898.0m (down 44% from FY 2023). Profit margin: 5.6% (down from 9.0% in FY 2023). The decrease in margin was driven by lower revenue. 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 15% per year, which means it is significantly lagging earnings.
お知らせ • May 17Densan Co., Ltd., Annual General Meeting, Jun 27, 2024Densan Co., Ltd., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 12 June 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.1%).
お知らせ • Mar 13Densan Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Densan Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: JP¥14.24 loss per share (vs JP¥45.63 profit in 3Q 2023)Third quarter 2024 results: JP¥14.24 loss per share (down from JP¥45.63 profit in 3Q 2023). Revenue: JP¥3.49b (down 11% from 3Q 2023). Net loss: JP¥77.0m (down 134% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Dec 03Densan Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024Densan Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024
New Risk • Nov 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% 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 (15% increase in shares outstanding). Market cap is less than US$100m (JP¥8.72b market cap, or US$58.7m).
お知らせ • Nov 02Densan Co., Ltd. announced that it expects to receive ¥124.4 million in funding from Toppan Edge Services Inc.Densan Co., Ltd. announced a private placement to issue 80,000 shares at an issue roice of ¥1,555 per share for the gross proceeds of ¥124,400,000 on October 31, 2023. The transaction will include participation from new investor Toppan Edge Services Inc. The transaction has been has been approved by the shareholders of company and is expected to close on November 17, 2023.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥17.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.3%).
お知らせ • Sep 10Densan Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Densan Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥9.57 (vs JP¥10.99 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.57 (down from JP¥10.99 in 1Q 2023). Revenue: JP¥3.64b (up 1.2% from 1Q 2023). Net income: JP¥48.0m (down 13% from 1Q 2023). Profit margin: 1.3% (down from 1.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Jun 07Densan Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023Densan Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023
お知らせ • May 17Densan Co., Ltd., Annual General Meeting, Jun 28, 2023Densan Co., Ltd., Annual General Meeting, Jun 28, 2023.
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥321 (vs JP¥172 in FY 2022)Full year 2023 results: EPS: JP¥321 (up from JP¥172 in FY 2022). Revenue: JP¥17.8b (up 2.9% from FY 2022). Net income: JP¥1.61b (up 88% from FY 2022). Profit margin: 9.0% (up from 5.0% in FY 2022). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 9.1% and the cash payout ratio is 86%. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥1,999, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 19x in the Professional Services industry in Japan. Total loss to shareholders of 6.9% over the past three years.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥45.62 (vs JP¥9.19 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥45.62 (up from JP¥9.19 loss in 3Q 2022). Revenue: JP¥3.91b (up 21% from 3Q 2022). Net income: JP¥229.0m (up JP¥275.0m from 3Q 2022). Profit margin: 5.9% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. 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 11% per year, which means it is significantly lagging earnings.
お知らせ • Dec 02Densan Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Densan Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥19.94 (vs JP¥29.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.94 (down from JP¥29.99 in 2Q 2022). Revenue: JP¥3.61b (up 2.2% from 2Q 2022). Net income: JP¥100.0m (down 33% from 2Q 2022). Profit margin: 2.8% (down from 4.3% in 2Q 2022). The decrease in margin was driven by higher expenses.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. 2 independent directors (8 non-independent directors). Independent External Director Hideaki Kobayashi was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥19.94 (vs JP¥29.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.94 (down from JP¥29.99 in 2Q 2022). Revenue: JP¥3.61b (up 2.2% from 2Q 2022). Net income: JP¥100.0m (down 33% from 2Q 2022). Profit margin: 2.8% (down from 4.3% in 2Q 2022). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Sep 04Densan Co., Ltd. to Report Q2, 2023 Results on Oct 28, 2022Densan Co., Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥10.99 (vs JP¥28.62 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.99 (down from JP¥28.62 in 1Q 2022). Revenue: JP¥3.60b (flat on 1Q 2022). Net income: JP¥55.0m (down 62% from 1Q 2022). Profit margin: 1.5% (down from 4.0% in 1Q 2022).
お知らせ • Jun 11Densan Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022Densan Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022
Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥172 (vs JP¥110 in FY 2021)Full year 2022 results: EPS: JP¥172 (up from JP¥110 in FY 2021). Revenue: JP¥17.3b (up 7.5% from FY 2021). Net income: JP¥859.0m (up 43% from FY 2021). Profit margin: 5.0% (up from 3.7% 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 89% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Densan Co., Ltd., Annual General Meeting, Jun 28, 2022Densan Co., Ltd., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 3 independent directors (8 non-independent directors). Independent External Director Hideaki Kobayashi was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Densan Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Densan Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 10 June 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.5%).
Reported Earnings • Jan 30Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: JP¥9.19 loss per share (up from JP¥18.27 loss in 3Q 2021). Revenue: JP¥3.22b (up 2.8% from 3Q 2021). Net loss: JP¥46.0m (loss narrowed 55% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥28.62 (vs JP¥29.61 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥3.59b (up 1.4% from 1Q 2021). Net income: JP¥143.0m (down 13% from 1Q 2021). Profit margin: 4.0% (down from 4.7% in 1Q 2021). The decrease in margin was driven by higher expenses.
Reported Earnings • May 17Full year 2021 earnings released: EPS JP¥110 (vs JP¥46.88 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥16.1b (up 8.3% from FY 2020). Net income: JP¥599.0m (up 130% from FY 2020). Profit margin: 3.7% (up from 1.8% in FY 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 11 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.3%).
お知らせ • Mar 20Densan Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Densan Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
Reported Earnings • Feb 20Third quarter 2021 earnings released: JP¥18.27 loss per share (vs JP¥67.29 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥3.13b (down 35% from 3Q 2020). Net loss: JP¥102.0m (down 127% from profit in 3Q 2020).
Is New 90 Day High Low • Feb 15New 90-day high: JP¥2,585The company is up 8.0% from its price of JP¥2,394 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 9.0% over the same period.
Reported Earnings • Feb 02Third quarter 2021 earnings released: JP¥18.26 loss per share (vs JP¥67.29 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥3.13b (down 35% from 3Q 2020). Net loss: JP¥102.0m (down 127% from profit in 3Q 2020).
Is New 90 Day High Low • Jan 21New 90-day high: JP¥2,487The company is up 4.0% from its price of JP¥2,381 on 23 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period.
お知らせ • Dec 05Densan Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021Densan Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021
