View ValuationIMURALtd 将来の成長Future 基準チェック /06現在、 IMURALtdの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Commercial Services 収益成長5.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示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 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、IMURALtd は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:3955 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数4/30/202621,716643N/AN/AN/A1/31/202621,831954-2,4541,032N/A10/31/202521,553998N/AN/AN/A7/31/202521,9271,092-431,812N/A4/30/202521,355974N/AN/AN/A1/31/202520,904771-1561,707N/A10/31/202420,680887N/AN/AN/A7/31/202420,5519795631,502N/A4/30/202420,539934N/AN/AN/A1/31/202420,8699504941,968N/A10/31/202321,263990N/AN/AN/A7/31/202321,498979401,950N/A4/30/202321,731975N/AN/AN/A1/31/202321,7361,016-541807N/A10/31/202221,428872N/AN/AN/A7/31/202220,7841,032205838N/A4/30/202220,316985N/AN/AN/A1/31/202220,2349941,0041,558N/A10/31/202120,280984N/AN/AN/A7/31/202120,287731210832N/A4/30/202120,712717N/AN/AN/A1/31/202121,2376608561,597N/A10/31/202021,831702N/AN/AN/A7/31/202022,6126551,6732,078N/A4/30/202023,273607N/AN/AN/A1/31/202023,421501N/A736N/A10/31/201923,544476N/AN/AN/A7/31/201923,222504N/A343N/A4/30/201922,758234N/AN/AN/A1/31/201922,645271N/A552N/A10/31/201822,396281N/AN/AN/A7/31/201822,485269N/A758N/A4/30/201822,370356N/AN/AN/A1/31/201822,624414N/A848N/A10/31/201722,660349N/AN/AN/A7/31/201722,601371N/A508N/A4/30/201722,720477N/AN/AN/A1/31/201722,593411N/A1,327N/A10/31/201622,585636N/AN/AN/A7/31/201622,793522N/A1,041N/A4/30/201623,194468N/AN/AN/A1/31/201623,196500N/A331N/A10/31/201522,849129N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3955の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3955の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 3955の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3955の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 3955の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3955の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance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2026/08/02 04:00終値2026/07/31 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋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 • 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