IMURALtd（3955）株式概要IMURA&Co,Ltd.は日本で紙およびその他の製品の製造・販売を行っている。 詳細3955 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績2/6財務の健全性4/6配当金3/6報酬株価収益率（ 12.1 x） JP市場（ 13.7 x）を下回っています。リスク分析利益率(3%)は昨年より低い(4.6%) 意味のある時価総額がありません ( ¥8B )3.86%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3955 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¥777.0020.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture023b2016201920222025202620282031Revenue JP¥22.9bEarnings JP¥678.0mAdvancedSet Fair ValueView all narrativesIMURA & Co.,Ltd. 競合他社PowdertechSymbol: TSE:5695Market cap: JP¥9.4bLion Office ProductsSymbol: TSE:423AMarket cap: JP¥10.1bCRESTECSymbol: TSE:7812Market cap: JP¥6.6bNo.1LtdSymbol: TSE:3562Market cap: JP¥9.7b価格と性能株価の高値、安値、推移の概要IMURALtd過去の株価現在の株価JP¥777.0052週高値JP¥1,159.0052週安値JP¥759.00ベータ0.151ヶ月の変化-3.72%3ヶ月変化-12.89%1年変化-22.30%3年間の変化-33.25%5年間の変化-23.22%IPOからの変化-10.69%最新ニュースNew Risk • Jun 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: 3.0% Last year net profit margin: 4.6% 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.0% net profit margin). Market cap is less than US$100m (JP¥8.22b market cap, or US$51.3m).Reported Earnings • Jun 12First quarter 2027 earnings released: EPS: JP¥14.20 (vs JP¥45.47 in 1Q 2026)First quarter 2027 results: EPS: JP¥14.20 (down from JP¥45.47 in 1Q 2026). Revenue: JP¥5.52b (down 2.0% from 1Q 2026). Net income: JP¥142.0m (down 69% from 1Q 2026). Profit margin: 2.6% (down from 8.0% in 1Q 2026). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥95.54 (vs JP¥77.16 in FY 2025)Full year 2026 results: EPS: JP¥95.54 (up from JP¥77.16 in FY 2025). Revenue: JP¥21.8b (up 4.4% from FY 2025). Net income: JP¥954.0m (up 24% from FY 2025). Profit margin: 4.4% (up from 3.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.お知らせ • Mar 12IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.0%).お知らせ • Dec 30IMURA & Co.,Ltd. to Report Fiscal Year 2026 Results on Mar 12, 2026IMURA & Co.,Ltd. announced that they will report fiscal year 2026 results on Mar 12, 2026最新情報をもっと見るRecent updatesNew Risk • Jun 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: 3.0% Last year net profit margin: 4.6% 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.0% net profit margin). Market cap is less than US$100m (JP¥8.22b market cap, or US$51.3m).Reported Earnings • Jun 12First quarter 2027 earnings released: EPS: JP¥14.20 (vs JP¥45.47 in 1Q 2026)First quarter 2027 results: EPS: JP¥14.20 (down from JP¥45.47 in 1Q 2026). Revenue: JP¥5.52b (down 2.0% from 1Q 2026). Net income: JP¥142.0m (down 69% from 1Q 2026). Profit margin: 2.6% (down from 8.0% in 1Q 2026). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥95.54 (vs JP¥77.16 in FY 2025)Full year 2026 results: EPS: JP¥95.54 (up from JP¥77.16 in FY 2025). Revenue: JP¥21.8b (up 4.4% from FY 2025). Net income: JP¥954.0m (up 24% from FY 2025). Profit margin: 4.4% (up from 3.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.お知らせ • Mar 12IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026.Upcoming Dividend • Jan 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.0%).お知らせ • Dec 30IMURA & Co.,Ltd. to Report Fiscal Year 2026 Results on Mar 12, 2026IMURA & Co.,Ltd. announced that they will report fiscal year 2026 results on Mar 12, 2026New Risk • Dec 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥10.0b market cap, or US$64.9m).Reported Earnings • Dec 16Third quarter 2026 earnings released: JP¥8.40 loss per share (vs JP¥1.00 profit in 3Q 2025)Third quarter 2026 results: JP¥8.40 loss per share (down from JP¥1.00 profit in 3Q 2025). Revenue: JP¥4.76b (down 7.3% from 3Q 2025). Net loss: JP¥84.0m (down JP¥94.0m from profit in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.お知らせ • Sep 27IMURA & Co.,Ltd. to Report Q3, 2026 Results on Dec 11, 2025IMURA & Co.,Ltd. announced that they will report Q3, 2026 results on Dec 11, 2025分析記事 • Sep 19IMURALtd (TSE:3955) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for IMURA & Co.,Ltd.'s ( TSE:3955 ) stock hasn't moved much. Our...Reported Earnings • Sep 12Second quarter 2026 earnings released: EPS: JP¥61.97 (vs JP¥50.03 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.97 (up from JP¥50.03 in 2Q 2025). Revenue: JP¥6.09b (up 10% from 2Q 2025). Net income: JP¥619.0m (up 24% from 2Q 2025). Profit margin: 10% (up from 9.1% 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 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Jul 02IMURA & Co.,Ltd. to Report Q2, 2026 Results on Sep 11, 2025IMURA & Co.,Ltd. announced that they will report Q2, 2026 results on Sep 11, 2025Reported Earnings • Jun 12First quarter 2026 earnings released: EPS: JP¥45.47 (vs JP¥24.92 in 1Q 2025)First quarter 2026 results: EPS: JP¥45.47 (up from JP¥24.92 in 1Q 2025). Revenue: JP¥5.64b (up 8.7% from 1Q 2025). Net income: JP¥453.0m (up 81% from 1Q 2025). Profit margin: 8.0% (up from 4.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Apr 01IMURA & Co.,Ltd. to Report Q1, 2026 Results on Jun 11, 2025IMURA & Co.,Ltd. announced that they will report Q1, 2026 results on Jun 11, 2025Reported Earnings • Mar 14Full year 2025 earnings released: EPS: JP¥77.16 (vs JP¥94.79 in FY 2024)Full year 2025 results: EPS: JP¥77.16 (down from JP¥94.79 in FY 2024). Revenue: JP¥20.9b (flat on FY 2024). Net income: JP¥771.0m (down 19% from FY 2024). Profit margin: 3.7% (down from 4.6% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Mar 13IMURA & Co.,Ltd., Annual General Meeting, Apr 24, 2025IMURA & Co.,Ltd., Annual General Meeting, Apr 24, 2025.Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.1%).お知らせ • Jan 17IMURA & Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 13, 2025IMURA & Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 13, 2025Reported Earnings • Dec 13Third quarter 2025 earnings released: EPS: JP¥1.00 (vs JP¥10.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥1.00 (down from JP¥10.17 in 3Q 2024). Revenue: JP¥5.13b (up 2.6% from 3Q 2024). Net income: JP¥10.0m (down 90% from 3Q 2024). Profit margin: 0.2% (down from 2.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Sep 17Second quarter 2025 earnings released: EPS: JP¥50.03 (vs JP¥45.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.03 (up from JP¥45.50 in 2Q 2024). Revenue: JP¥5.52b (flat on 2Q 2024). Net income: JP¥501.0m (up 9.9% from 2Q 2024). Profit margin: 9.1% (up from 8.3% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.Reported Earnings • Jun 16First quarter 2025 earnings released: EPS: JP¥24.92 (vs JP¥26.59 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.92 (down from JP¥26.59 in 1Q 2024). Revenue: JP¥5.19b (down 6.0% from 1Q 2024). Net income: JP¥250.0m (down 6.0% from 1Q 2024). Profit margin: 4.8% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 13IMURA & Co.,Ltd. (TSE:3955) announces an Equity Buyback for 150,000 shares, representing 1.5% for ¥160 million.Imura Envelope Co., Inc. (TSE:3955) announces a share repurchase program. Under the program, the company will repurchase 150,000 shares, representing 1% of its share capital, for ¥160 million. The company will repurchase its shares in order to implement a flexible capital policy that responds to changes in the business environment, as well as to improve capital efficiency and enhance shareholder returns. The program will run until June 12, 2025. As of May 31, 2024, the company had 10,031,617 shares outstanding (excluding treasury shares) and 697,753 shares in treasury.お知らせ • Apr 03+ 2 more updatesIMURA & Co.,Ltd. to Report Q1, 2025 Results on Jun 12, 2024IMURA & Co.,Ltd. announced that they will report Q1, 2025 results on Jun 12, 2024お知らせ • Mar 29Oji Management Office K.K. and IMURA & Co.,Ltd. (TSE:3955) agreed to acquire 80% stake in Songlam Trading And Packaging Production Company Limited.Oji Management Office K.K. and IMURA & Co.,Ltd. (TSE:3955) agreed to acquire 80% stake in Songlam Trading And Packaging Production Company Limited on March 22, 2024.Reported Earnings • Mar 17Full year 2024 earnings released: EPS: JP¥94.79 (vs JP¥102 in FY 2023)Full year 2024 results: EPS: JP¥94.79 (down from JP¥102 in FY 2023). Revenue: JP¥20.9b (down 4.0% from FY 2023). Net income: JP¥950.0m (down 6.5% from FY 2023). Profit margin: 4.6% (down from 4.7% 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 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 16IMURA & Co.,Ltd., Annual General Meeting, Apr 25, 2024IMURA & Co.,Ltd., Annual General Meeting, Apr 25, 2024.Upcoming Dividend • Jan 23Upcoming dividend of JP¥35.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).お知らせ • Dec 31IMURA & Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 14, 2024IMURA & Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 14, 2024Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: JP¥10.17 (vs JP¥9.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.17 (up from JP¥9.10 in 3Q 2023). Revenue: JP¥5.00b (down 4.5% from 3Q 2023). Net income: JP¥102.0m (up 12% from 3Q 2023). Profit margin: 2.0% (up from 1.7% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.Reported Earnings • Sep 17Second quarter 2024 earnings released: EPS: JP¥45.50 (vs JP¥45.17 in 2Q 2023)Second quarter 2024 results: EPS: JP¥45.50 (up from JP¥45.17 in 2Q 2023). Revenue: JP¥5.50b (down 4.1% from 2Q 2023). Net income: JP¥456.0m (flat on 2Q 2023). Profit margin: 8.3% (up from 7.9% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 06IMURA & Co.,Ltd. to Report Q3, 2024 Results on Dec 12, 2023IMURA & Co.,Ltd. announced that they will report Q3, 2024 results on Dec 12, 2023お知らせ • Jun 21IMURA & Co.,Ltd. to Report Q2, 2024 Results on Sep 14, 2023IMURA & Co.,Ltd. announced that they will report Q2, 2024 results on Sep 14, 2023Reported Earnings • Jun 16First quarter 2024 earnings released: EPS: JP¥26.59 (vs JP¥30.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.59 (down from JP¥30.64 in 1Q 2023). Revenue: JP¥5.52b (flat on 1Q 2023). Net income: JP¥266.0m (down 13% from 1Q 2023). Profit margin: 4.8% (down from 5.6% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: JP¥102 (vs JP¥99.05 in FY 2022)Full year 2023 results: EPS: JP¥102 (up from JP¥99.05 in FY 2022). Revenue: JP¥21.7b (up 7.4% from FY 2022). Net income: JP¥1.02b (up 2.2% from FY 2022). Profit margin: 4.7% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.お知らせ • Feb 18IMURA & Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 14, 2023IMURA & Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 14, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 34% and the cash payout ratio is 99%. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.4%).Reported Earnings • Dec 15Third quarter 2023 earnings released: EPS: JP¥9.10 (vs JP¥25.03 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.10 (down from JP¥25.03 in 3Q 2022). Revenue: JP¥5.24b (up 14% from 3Q 2022). Net income: JP¥91.0m (down 64% from 3Q 2022). Profit margin: 1.7% (down from 5.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 1 independent director (9 non-independent directors). Independent External Director Takashi Shirata was the last independent director to join the board, commencing their role in 2015. 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 • Oct 02Imura Envelope Co., Inc. to Report Q3, 2023 Results on Dec 13, 2022Imura Envelope Co., Inc. announced that they will report Q3, 2023 results on Dec 13, 2022Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥45.17 (vs JP¥40.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.17 (up from JP¥40.40 in 2Q 2022). Revenue: JP¥5.74b (up 8.9% from 2Q 2022). Net income: JP¥452.0m (up 12% from 2Q 2022). Profit margin: 7.9% (up from 7.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 22Imura Envelope Co., Inc. to Report Q2, 2023 Results on Sep 13, 2022Imura Envelope Co., Inc. announced that they will report Q2, 2023 results on Sep 13, 2022Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥30.64 (vs JP¥31.40 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.64 (down from JP¥31.40 in 1Q 2022). Revenue: JP¥5.52b (up 1.5% from 1Q 2022). Net income: JP¥307.0m (down 2.8% from 1Q 2022). Profit margin: 5.6% (down from 5.8% in 1Q 2022). The decrease in margin was 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 only increased by 12% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 1 independent director (9 non-independent directors). Independent External Director Takashi Shirata was the last independent director to join the board, commencing their role in 2015. 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 08Imura Envelope Co., Inc. to Report Q1, 2023 Results on Jun 09, 2022Imura Envelope Co., Inc. announced that they will report Q1, 2023 results on Jun 09, 2022お知らせ • Apr 07Imura Envelope Co., Inc., Annual General Meeting, Apr 21, 2022Imura Envelope Co., Inc., Annual General Meeting, Apr 21, 2022.Reported Earnings • Mar 15Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥99.05 (up from JP¥65.17 in FY 2021). Revenue: JP¥20.2b (down 4.7% from FY 2021). Net income: JP¥994.0m (up 51% from FY 2021). Profit margin: 4.9% (up from 3.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. 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 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jan 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 25 April 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.1%).Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS JP¥40.40 (vs JP¥38.58 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥5.27b (down 7.5% from 2Q 2021). Net income: JP¥405.0m (up 3.6% from 2Q 2021). Profit margin: 7.7% (up from 6.9% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,020, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 101% over the past three years.Reported Earnings • Jun 13First quarter 2022 earnings released: EPS JP¥31.40 (vs JP¥25.60 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥5.44b (down 8.8% from 1Q 2021). Net income: JP¥316.0m (up 22% from 1Q 2021). Profit margin: 5.8% (up from 4.3% in 1Q 2021). The increase in margin was driven by lower expenses. 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 23% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥65.17 (vs JP¥48.77 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥21.2b (down 9.3% from FY 2020). Net income: JP¥660.0m (up 32% from FY 2020). Profit margin: 3.1% (up from 2.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 17Imura Envelope Co., Inc., Annual General Meeting, Apr 22, 2021Imura Envelope Co., Inc., Annual General Meeting, Apr 22, 2021.Reported Earnings • Mar 16Full year 2021 earnings released: EPS JP¥65.17 (vs JP¥48.77 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥21.2b (down 9.3% from FY 2020). Net income: JP¥660.0m (up 32% from FY 2020). Profit margin: 3.1% (up from 2.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jan 21Upcoming Dividend of JP¥20.00 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 28th of January. The trailing yield of 1.6% is below the top quartile of Japanese dividend payers (3.0%), and is lower than industry peers (2.0%).お知らせ • Jan 08Imura Envelope Co., Inc. to Report Fiscal Year 2021 Results on Mar 15, 2021Imura Envelope Co., Inc. announced that they will report fiscal year 2021 results on Mar 15, 2021Is New 90 Day High Low • Jan 08New 90-day high: JP¥923The company is up 3.0% from its price of JP¥893 on 09 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Commercial Services industry, which is up 2.0% over the same period.お知らせ • Oct 04Imura Envelope Co., Inc. to Report Q3, 2021 Results on Dec 10, 2020Imura Envelope Co., Inc. announced that they will report Q3, 2021 results on Dec 10, 2020お知らせ • Jul 17Imura Envelope Co., Inc. to Report Q2, 2021 Results on Sep 10, 2020Imura Envelope Co., Inc. announced that they will report Q2, 2021 results on Sep 10, 2020株主還元3955JP Commercial ServicesJP 市場7D0.3%2.5%-2.3%1Y-22.3%18.0%40.4%株主還元を見る業界別リターン: 3955過去 1 年間で18 % 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: 3955は、過去 1 年間で40.4 % のリターンを上げたJP市場を下回りました。価格変動Is 3955's price volatile compared to industry and market?3955 volatility3955 Average Weekly Movement2.9%Commercial Services Industry Average Movement3.6%Market Average Movement4.4%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.2%安定した株価: 3955 、 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: 3955の 週次ボラティリティ ( 3% ) 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1918973Yu Imurawww.imura.co.jpイムラ・アンド・カンパニー・リミテッド（IMURA & Co,Ltd.）は日本で紙およびその他の製品の製造・販売を行っている。パッケージソリューション事業、メーリングサービス事業を展開。封筒、不織布・フィルム製袋、文具などの紙製品を提供。また、印刷物やダイレクトメールの企画・制作、封入・封緘・発送・保管・情報処理などの事業も行っている。また、広告代理店業、コンピュータおよび周辺機器の販売、ソフトウェアの開発・制作・販売・保守管理、インクジェットプリンティングサービスも行っている。旧社名は株式会社イムラ封筒で、2023年2月にIMURA&Co,Ltd.に商号変更した。イムラ封筒は1918年に設立され、大阪に本社を置いている。もっと見るIMURA & Co.,Ltd. 基礎のまとめIMURALtd の収益と売上を時価総額と比較するとどうか。3955 基礎統計学時価総額JP¥7.77b収益（TTM）JP¥643.00m売上高(TTM)JP¥21.72b12.1xPER（株価収益率0.4xP/Sレシオ3955 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3955 損益計算書（TTM）収益JP¥21.72b売上原価JP¥16.30b売上総利益JP¥5.42bその他の費用JP¥4.78b収益JP¥643.00m直近の収益報告Apr 30, 2026次回決算日Sep 15, 2026一株当たり利益（EPS）64.31グロス・マージン24.95%純利益率2.96%有利子負債／自己資本比率30.6%3955 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.9%現在の配当利回り47%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2026/06/27 08:29終値2026/06/26 00:00収益2026/04/30年間収益2026/01/31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IMURA & 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。0
New Risk • Jun 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: 3.0% Last year net profit margin: 4.6% 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.0% net profit margin). Market cap is less than US$100m (JP¥8.22b market cap, or US$51.3m).
Reported Earnings • Jun 12First quarter 2027 earnings released: EPS: JP¥14.20 (vs JP¥45.47 in 1Q 2026)First quarter 2027 results: EPS: JP¥14.20 (down from JP¥45.47 in 1Q 2026). Revenue: JP¥5.52b (down 2.0% from 1Q 2026). Net income: JP¥142.0m (down 69% from 1Q 2026). Profit margin: 2.6% (down from 8.0% in 1Q 2026). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥95.54 (vs JP¥77.16 in FY 2025)Full year 2026 results: EPS: JP¥95.54 (up from JP¥77.16 in FY 2025). Revenue: JP¥21.8b (up 4.4% from FY 2025). Net income: JP¥954.0m (up 24% from FY 2025). Profit margin: 4.4% (up from 3.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
お知らせ • Mar 12IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.0%).
お知らせ • Dec 30IMURA & Co.,Ltd. to Report Fiscal Year 2026 Results on Mar 12, 2026IMURA & Co.,Ltd. announced that they will report fiscal year 2026 results on Mar 12, 2026
New Risk • Jun 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: 3.0% Last year net profit margin: 4.6% 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (3.0% net profit margin). Market cap is less than US$100m (JP¥8.22b market cap, or US$51.3m).
Reported Earnings • Jun 12First quarter 2027 earnings released: EPS: JP¥14.20 (vs JP¥45.47 in 1Q 2026)First quarter 2027 results: EPS: JP¥14.20 (down from JP¥45.47 in 1Q 2026). Revenue: JP¥5.52b (down 2.0% from 1Q 2026). Net income: JP¥142.0m (down 69% from 1Q 2026). Profit margin: 2.6% (down from 8.0% in 1Q 2026). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥95.54 (vs JP¥77.16 in FY 2025)Full year 2026 results: EPS: JP¥95.54 (up from JP¥77.16 in FY 2025). Revenue: JP¥21.8b (up 4.4% from FY 2025). Net income: JP¥954.0m (up 24% from FY 2025). Profit margin: 4.4% (up from 3.7% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
お知らせ • Mar 12IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026IMURA & Co.,Ltd., Annual General Meeting, Apr 28, 2026.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.0%).
お知らせ • Dec 30IMURA & Co.,Ltd. to Report Fiscal Year 2026 Results on Mar 12, 2026IMURA & Co.,Ltd. announced that they will report fiscal year 2026 results on Mar 12, 2026
New Risk • Dec 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥10.0b market cap, or US$64.9m).
Reported Earnings • Dec 16Third quarter 2026 earnings released: JP¥8.40 loss per share (vs JP¥1.00 profit in 3Q 2025)Third quarter 2026 results: JP¥8.40 loss per share (down from JP¥1.00 profit in 3Q 2025). Revenue: JP¥4.76b (down 7.3% from 3Q 2025). Net loss: JP¥84.0m (down JP¥94.0m from profit in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Sep 27IMURA & Co.,Ltd. to Report Q3, 2026 Results on Dec 11, 2025IMURA & Co.,Ltd. announced that they will report Q3, 2026 results on Dec 11, 2025
分析記事 • Sep 19IMURALtd (TSE:3955) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for IMURA & Co.,Ltd.'s ( TSE:3955 ) stock hasn't moved much. Our...
Reported Earnings • Sep 12Second quarter 2026 earnings released: EPS: JP¥61.97 (vs JP¥50.03 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.97 (up from JP¥50.03 in 2Q 2025). Revenue: JP¥6.09b (up 10% from 2Q 2025). Net income: JP¥619.0m (up 24% from 2Q 2025). Profit margin: 10% (up from 9.1% 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 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Jul 02IMURA & Co.,Ltd. to Report Q2, 2026 Results on Sep 11, 2025IMURA & Co.,Ltd. announced that they will report Q2, 2026 results on Sep 11, 2025
Reported Earnings • Jun 12First quarter 2026 earnings released: EPS: JP¥45.47 (vs JP¥24.92 in 1Q 2025)First quarter 2026 results: EPS: JP¥45.47 (up from JP¥24.92 in 1Q 2025). Revenue: JP¥5.64b (up 8.7% from 1Q 2025). Net income: JP¥453.0m (up 81% from 1Q 2025). Profit margin: 8.0% (up from 4.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Apr 01IMURA & Co.,Ltd. to Report Q1, 2026 Results on Jun 11, 2025IMURA & Co.,Ltd. announced that they will report Q1, 2026 results on Jun 11, 2025
Reported Earnings • Mar 14Full year 2025 earnings released: EPS: JP¥77.16 (vs JP¥94.79 in FY 2024)Full year 2025 results: EPS: JP¥77.16 (down from JP¥94.79 in FY 2024). Revenue: JP¥20.9b (flat on FY 2024). Net income: JP¥771.0m (down 19% from FY 2024). Profit margin: 3.7% (down from 4.6% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Mar 13IMURA & Co.,Ltd., Annual General Meeting, Apr 24, 2025IMURA & Co.,Ltd., Annual General Meeting, Apr 24, 2025.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.1%).
お知らせ • Jan 17IMURA & Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 13, 2025IMURA & Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 13, 2025
Reported Earnings • Dec 13Third quarter 2025 earnings released: EPS: JP¥1.00 (vs JP¥10.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥1.00 (down from JP¥10.17 in 3Q 2024). Revenue: JP¥5.13b (up 2.6% from 3Q 2024). Net income: JP¥10.0m (down 90% from 3Q 2024). Profit margin: 0.2% (down from 2.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 17Second quarter 2025 earnings released: EPS: JP¥50.03 (vs JP¥45.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.03 (up from JP¥45.50 in 2Q 2024). Revenue: JP¥5.52b (flat on 2Q 2024). Net income: JP¥501.0m (up 9.9% from 2Q 2024). Profit margin: 9.1% (up from 8.3% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • Jun 16First quarter 2025 earnings released: EPS: JP¥24.92 (vs JP¥26.59 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.92 (down from JP¥26.59 in 1Q 2024). Revenue: JP¥5.19b (down 6.0% from 1Q 2024). Net income: JP¥250.0m (down 6.0% from 1Q 2024). Profit margin: 4.8% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 13IMURA & Co.,Ltd. (TSE:3955) announces an Equity Buyback for 150,000 shares, representing 1.5% for ¥160 million.Imura Envelope Co., Inc. (TSE:3955) announces a share repurchase program. Under the program, the company will repurchase 150,000 shares, representing 1% of its share capital, for ¥160 million. The company will repurchase its shares in order to implement a flexible capital policy that responds to changes in the business environment, as well as to improve capital efficiency and enhance shareholder returns. The program will run until June 12, 2025. As of May 31, 2024, the company had 10,031,617 shares outstanding (excluding treasury shares) and 697,753 shares in treasury.
お知らせ • Apr 03+ 2 more updatesIMURA & Co.,Ltd. to Report Q1, 2025 Results on Jun 12, 2024IMURA & Co.,Ltd. announced that they will report Q1, 2025 results on Jun 12, 2024
お知らせ • Mar 29Oji Management Office K.K. and IMURA & Co.,Ltd. (TSE:3955) agreed to acquire 80% stake in Songlam Trading And Packaging Production Company Limited.Oji Management Office K.K. and IMURA & Co.,Ltd. (TSE:3955) agreed to acquire 80% stake in Songlam Trading And Packaging Production Company Limited on March 22, 2024.
Reported Earnings • Mar 17Full year 2024 earnings released: EPS: JP¥94.79 (vs JP¥102 in FY 2023)Full year 2024 results: EPS: JP¥94.79 (down from JP¥102 in FY 2023). Revenue: JP¥20.9b (down 4.0% from FY 2023). Net income: JP¥950.0m (down 6.5% from FY 2023). Profit margin: 4.6% (down from 4.7% 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 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 16IMURA & Co.,Ltd., Annual General Meeting, Apr 25, 2024IMURA & Co.,Ltd., Annual General Meeting, Apr 25, 2024.
Upcoming Dividend • Jan 23Upcoming dividend of JP¥35.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).
お知らせ • Dec 31IMURA & Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 14, 2024IMURA & Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 14, 2024
Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: JP¥10.17 (vs JP¥9.10 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.17 (up from JP¥9.10 in 3Q 2023). Revenue: JP¥5.00b (down 4.5% from 3Q 2023). Net income: JP¥102.0m (up 12% from 3Q 2023). Profit margin: 2.0% (up from 1.7% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
Reported Earnings • Sep 17Second quarter 2024 earnings released: EPS: JP¥45.50 (vs JP¥45.17 in 2Q 2023)Second quarter 2024 results: EPS: JP¥45.50 (up from JP¥45.17 in 2Q 2023). Revenue: JP¥5.50b (down 4.1% from 2Q 2023). Net income: JP¥456.0m (flat on 2Q 2023). Profit margin: 8.3% (up from 7.9% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 06IMURA & Co.,Ltd. to Report Q3, 2024 Results on Dec 12, 2023IMURA & Co.,Ltd. announced that they will report Q3, 2024 results on Dec 12, 2023
お知らせ • Jun 21IMURA & Co.,Ltd. to Report Q2, 2024 Results on Sep 14, 2023IMURA & Co.,Ltd. announced that they will report Q2, 2024 results on Sep 14, 2023
Reported Earnings • Jun 16First quarter 2024 earnings released: EPS: JP¥26.59 (vs JP¥30.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥26.59 (down from JP¥30.64 in 1Q 2023). Revenue: JP¥5.52b (flat on 1Q 2023). Net income: JP¥266.0m (down 13% from 1Q 2023). Profit margin: 4.8% (down from 5.6% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: JP¥102 (vs JP¥99.05 in FY 2022)Full year 2023 results: EPS: JP¥102 (up from JP¥99.05 in FY 2022). Revenue: JP¥21.7b (up 7.4% from FY 2022). Net income: JP¥1.02b (up 2.2% from FY 2022). Profit margin: 4.7% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.
お知らせ • Feb 18IMURA & Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 14, 2023IMURA & Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 14, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 34% and the cash payout ratio is 99%. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.4%).
Reported Earnings • Dec 15Third quarter 2023 earnings released: EPS: JP¥9.10 (vs JP¥25.03 in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.10 (down from JP¥25.03 in 3Q 2022). Revenue: JP¥5.24b (up 14% from 3Q 2022). Net income: JP¥91.0m (down 64% from 3Q 2022). Profit margin: 1.7% (down from 5.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 1 independent director (9 non-independent directors). Independent External Director Takashi Shirata was the last independent director to join the board, commencing their role in 2015. 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 • Oct 02Imura Envelope Co., Inc. to Report Q3, 2023 Results on Dec 13, 2022Imura Envelope Co., Inc. announced that they will report Q3, 2023 results on Dec 13, 2022
Reported Earnings • Sep 15Second quarter 2023 earnings released: EPS: JP¥45.17 (vs JP¥40.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.17 (up from JP¥40.40 in 2Q 2022). Revenue: JP¥5.74b (up 8.9% from 2Q 2022). Net income: JP¥452.0m (up 12% from 2Q 2022). Profit margin: 7.9% (up from 7.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 22Imura Envelope Co., Inc. to Report Q2, 2023 Results on Sep 13, 2022Imura Envelope Co., Inc. announced that they will report Q2, 2023 results on Sep 13, 2022
Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥30.64 (vs JP¥31.40 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.64 (down from JP¥31.40 in 1Q 2022). Revenue: JP¥5.52b (up 1.5% from 1Q 2022). Net income: JP¥307.0m (down 2.8% from 1Q 2022). Profit margin: 5.6% (down from 5.8% in 1Q 2022). The decrease in margin was 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 only increased by 12% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 1 independent director (9 non-independent directors). Independent External Director Takashi Shirata was the last independent director to join the board, commencing their role in 2015. 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 08Imura Envelope Co., Inc. to Report Q1, 2023 Results on Jun 09, 2022Imura Envelope Co., Inc. announced that they will report Q1, 2023 results on Jun 09, 2022
お知らせ • Apr 07Imura Envelope Co., Inc., Annual General Meeting, Apr 21, 2022Imura Envelope Co., Inc., Annual General Meeting, Apr 21, 2022.
Reported Earnings • Mar 15Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: JP¥99.05 (up from JP¥65.17 in FY 2021). Revenue: JP¥20.2b (down 4.7% from FY 2021). Net income: JP¥994.0m (up 51% from FY 2021). Profit margin: 4.9% (up from 3.1% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. 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 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jan 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 25 April 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.1%).
Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS JP¥40.40 (vs JP¥38.58 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥5.27b (down 7.5% from 2Q 2021). Net income: JP¥405.0m (up 3.6% from 2Q 2021). Profit margin: 7.7% (up from 6.9% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥1,020, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 101% over the past three years.
Reported Earnings • Jun 13First quarter 2022 earnings released: EPS JP¥31.40 (vs JP¥25.60 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥5.44b (down 8.8% from 1Q 2021). Net income: JP¥316.0m (up 22% from 1Q 2021). Profit margin: 5.8% (up from 4.3% in 1Q 2021). The increase in margin was driven by lower expenses. 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 23% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥65.17 (vs JP¥48.77 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥21.2b (down 9.3% from FY 2020). Net income: JP¥660.0m (up 32% from FY 2020). Profit margin: 3.1% (up from 2.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 17Imura Envelope Co., Inc., Annual General Meeting, Apr 22, 2021Imura Envelope Co., Inc., Annual General Meeting, Apr 22, 2021.
Reported Earnings • Mar 16Full year 2021 earnings released: EPS JP¥65.17 (vs JP¥48.77 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥21.2b (down 9.3% from FY 2020). Net income: JP¥660.0m (up 32% from FY 2020). Profit margin: 3.1% (up from 2.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jan 21Upcoming Dividend of JP¥20.00 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 28th of January. The trailing yield of 1.6% is below the top quartile of Japanese dividend payers (3.0%), and is lower than industry peers (2.0%).
お知らせ • Jan 08Imura Envelope Co., Inc. to Report Fiscal Year 2021 Results on Mar 15, 2021Imura Envelope Co., Inc. announced that they will report fiscal year 2021 results on Mar 15, 2021
Is New 90 Day High Low • Jan 08New 90-day high: JP¥923The company is up 3.0% from its price of JP¥893 on 09 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Commercial Services industry, which is up 2.0% over the same period.
お知らせ • Oct 04Imura Envelope Co., Inc. to Report Q3, 2021 Results on Dec 10, 2020Imura Envelope Co., Inc. announced that they will report Q3, 2021 results on Dec 10, 2020
お知らせ • Jul 17Imura Envelope Co., Inc. to Report Q2, 2021 Results on Sep 10, 2020Imura Envelope Co., Inc. announced that they will report Q2, 2021 results on Sep 10, 2020
