View ValuationPaycloud Holdings 将来の成長Future 基準チェック /06現在、 Paycloud Holdings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Professional Services 収益成長14.2%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お知らせ • Oct 15Arara Inc. Provides Consolidated Earnings Guidance for the Period Ending August 2023arara inc. provided consolidated earnings guidance for the period ending August 2023. For the period ending August 2023, the company expects net sales of JPY 4,300 million, operating loss of JPY 100 million.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 17Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.2% to JP¥489. The fair value is estimated to be JP¥402, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last year. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Jun 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.6% to JP¥473. The fair value is estimated to be JP¥393, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last year. Meanwhile, the company has become profitable.お知らせ • May 27Paycloud Holdings Inc. to Report Q3, 2026 Results on Jul 14, 2026Paycloud Holdings Inc. announced that they will report Q3, 2026 results on Jul 14, 2026New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥7.50b market cap, or US$47.0m).Buy Or Sell Opportunity • Apr 24Now 22% overvaluedOver the last 90 days, the stock has fallen 6.8% to JP¥465. The fair value is estimated to be JP¥382, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last year. Meanwhile, the company has become profitable.お知らせ • Apr 17Paycloud Holdings Inc. (TSE:4015) announces an Equity Buyback for 600,000 shares, representing 3.75% for ¥300 million.Paycloud Holdings Inc. (TSE:4015) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 3.57% of its share capital for ¥300 million. The shares will be repurchased at a price of ¥500 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program is valid till August 31, 2026. As of March 31, 2026, the company has 16,016,377 issued shares (excluding treasury stock) and had 771 shares in treasury.Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥5.21 (vs JP¥9.33 in 2Q 2025)Second quarter 2026 results: EPS: JP¥5.21 (down from JP¥9.33 in 2Q 2025). Revenue: JP¥2.32b (down 6.9% from 2Q 2025). Net income: JP¥83.0m (down 44% from 2Q 2025). Profit margin: 3.6% (down from 5.9% in 2Q 2025).お知らせ • Apr 07Paycloud Holdings Inc. to Report Q2, 2026 Results on Apr 14, 2026Paycloud Holdings Inc. announced that they will report Q2, 2026 results on Apr 14, 2026Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥3.40 (vs JP¥4.12 in 1Q 2025)First quarter 2026 results: EPS: JP¥3.40 (down from JP¥4.12 in 1Q 2025). Revenue: JP¥2.40b (up 2.4% from 1Q 2025). Net income: JP¥54.0m (down 17% from 1Q 2025). Profit margin: 2.3% (down from 2.8% in 1Q 2025).お知らせ • Nov 27Paycloud Holdings Inc. to Report Q1, 2026 Results on Jan 14, 2026Paycloud Holdings Inc. announced that they will report Q1, 2026 results on Jan 14, 2026Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥539, the stock trades at a trailing P/E ratio of 60x. Average trailing P/E is 16x in the Professional Services industry in Japan. Total returns to shareholders of 31% over the past three years.分析記事 • Oct 18More Unpleasant Surprises Could Be In Store For Paycloud Holdings Inc.'s (TSE:4015) Shares After Tumbling 28%To the annoyance of some shareholders, Paycloud Holdings Inc. ( TSE:4015 ) shares are down a considerable 28% in the...分析記事 • Oct 17Is Paycloud Holdings (TSE:4015) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Oct 16Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2025Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2025.Reported Earnings • Oct 16Full year 2025 earnings released: EPS: JP¥9.02 (vs JP¥5.36 in FY 2024)Full year 2025 results: EPS: JP¥9.02 (up from JP¥5.36 in FY 2024). Revenue: JP¥10.2b (up 49% from FY 2024). Net income: JP¥143.0m (up 93% from FY 2024). Profit margin: 1.4% (up from 1.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 184% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 03Here's Why Paycloud Holdings (TSE:4015) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Sep 01Paycloud Holdings Inc. to Report Fiscal Year 2025 Results on Oct 15, 2025Paycloud Holdings Inc. announced that they will report fiscal year 2025 results on Oct 15, 2025Reported Earnings • Jul 16Third quarter 2025 earnings released: EPS: JP¥7.63 (vs JP¥9.67 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.63 (down from JP¥9.67 in 3Q 2024). Revenue: JP¥2.81b (flat on 3Q 2024). Net income: JP¥121.0m (down 20% from 3Q 2024). Profit margin: 4.3% (down from 5.4% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 203% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • May 29Paycloud Holdings Inc. to Report Q3, 2025 Results on Jul 14, 2025Paycloud Holdings Inc. announced that they will report Q3, 2025 results on Jul 14, 2025Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Chairman of the Board Takashi Miura was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥9.33 (vs JP¥1.09 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥9.33 (up from JP¥1.09 loss in 2Q 2024). Revenue: JP¥2.50b (up 163% from 2Q 2024). Net income: JP¥148.0m (up JP¥161.0m from 2Q 2024). Profit margin: 5.9% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue.分析記事 • Apr 15Paycloud Holdings (TSE:4015) Might Have The Makings Of A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (JP¥8.73b market cap, or US$59.4m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥482, the stock trades at a trailing P/E ratio of 54.6x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 10% over the past three years.分析記事 • Mar 11We Think Paycloud Holdings (TSE:4015) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Feb 27Paycloud Holdings Inc. to Report Q2, 2025 Results on Apr 14, 2025Paycloud Holdings Inc. announced that they will report Q2, 2025 results on Apr 14, 2025New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risks Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (JP¥8.15b market cap, or US$52.1m).Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥4.12 (vs JP¥0.084 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥4.12 (up from JP¥0.084 loss in 1Q 2024). Revenue: JP¥2.34b (up 125% from 1Q 2024). Net income: JP¥65.0m (up JP¥66.0m from 1Q 2024). Profit margin: 2.8% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue.お知らせ • Dec 03Paycloud Holdings Inc. to Report Q1, 2025 Results on Jan 14, 2025Paycloud Holdings Inc. announced that they will report Q1, 2025 results on Jan 14, 2025分析記事 • Nov 25Paycloud Holdings (TSE:4015) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Oct 18Full year 2024 earnings released: EPS: JP¥5.36 (vs JP¥10.64 in FY 2023)Full year 2024 results: EPS: JP¥5.36 (down from JP¥10.64 in FY 2023). Revenue: JP¥6.85b (up 53% from FY 2023). Net income: JP¥74.0m (down 35% from FY 2023). Profit margin: 1.1% (down from 2.5% in FY 2023). The decrease in margin was driven by higher expenses.お知らせ • Oct 15Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2024Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2024.Buy Or Sell Opportunity • Oct 04Now 20% undervaluedOver the last 90 days, the stock has risen 24% to JP¥618. The fair value is estimated to be JP¥775, however this is not to be taken as a buy recommendation but rather should be used as a guide only.分析記事 • Sep 24Returns On Capital Are Showing Encouraging Signs At Paycloud Holdings (TSE:4015)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...お知らせ • Aug 28Paycloud Holdings Inc. to Report Fiscal Year 2024 Results on Oct 15, 2024Paycloud Holdings Inc. announced that they will report fiscal year 2024 results on Oct 15, 2024Buy Or Sell Opportunity • Aug 28Now 23% undervaluedOver the last 90 days, the stock has risen 37% to JP¥614. The fair value is estimated to be JP¥793, however this is not to be taken as a buy recommendation but rather should be used as a guide only.分析記事 • Aug 22Calculating The Fair Value Of Paycloud Holdings Inc. (TSE:4015)Key Insights The projected fair value for Paycloud Holdings is JP¥795 based on 2 Stage Free Cash Flow to Equity Current...Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥643, the stock trades at a trailing P/E ratio of 56.1x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total loss to shareholders of 48% over the past three years.Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: JP¥9.67 (vs JP¥3.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥9.67 (up from JP¥3.57 in 3Q 2023). Revenue: JP¥2.83b (up 145% from 3Q 2023). Net income: JP¥152.0m (up 262% from 3Q 2023). Profit margin: 5.4% (up from 3.6% in 3Q 2023). The increase in margin was driven by higher revenue.New Risk • Jun 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risks Less than 3 years of financial data is available. Shareholders have been diluted in the past year (42% increase in shares outstanding). Market cap is less than US$100m (JP¥7.42b market cap, or US$47.6m).分析記事 • May 28These 4 Measures Indicate That Paycloud Holdings (TSE:4015) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Board Change • Apr 14Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Takeshi Kaneko was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Mar 03New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 54% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (54% increase in shares outstanding). Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥8.03b market cap, or US$53.5m).お知らせ • Feb 29arara inc. to Report Q2, 2024 Results on Apr 12, 2024arara inc. announced that they will report Q2, 2024 results on Apr 12, 2024Board Change • Feb 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Emi Yoneda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 14First quarter 2024 earnings releasedFirst quarter 2024 results: JP¥0.084 loss per share. Net loss: JP¥1.00m (flat on 1Q 2023).Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥624, the stock trades at a trailing P/E ratio of 64.9x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total loss to shareholders of 78% over the past three years.お知らせ • Nov 02arara inc. to Report Q1, 2024 Results on Jan 12, 2024arara inc. announced that they will report Q1, 2024 results on Jan 12, 2024Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥579, the stock trades at a trailing P/E ratio of 60.2x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 47% over the past year.お知らせ • Oct 15arara inc., Annual General Meeting, Nov 28, 2023arara inc., Annual General Meeting, Nov 28, 2023.お知らせ • Sep 17arara inc. to Report Fiscal Year 2023 Results on Oct 13, 2023arara inc. announced that they will report fiscal year 2023 results on Oct 13, 2023お知らせ • May 28arara inc. to Report Q3, 2023 Results on Jul 14, 2023arara inc. announced that they will report Q3, 2023 results on Jul 14, 2023お知らせ • Feb 04arara inc. to Report Q2, 2023 Results on Apr 14, 2023arara inc. announced that they will report Q2, 2023 results on Apr 14, 2023お知らせ • Nov 03arara inc. to Report Q1, 2023 Results on Jan 13, 2023arara inc. announced that they will report Q1, 2023 results on Jan 13, 2023Reported Earnings • Oct 17Full year 2022 earnings released: JP¥252 loss per share (vs JP¥37.31 profit in FY 2021)Full year 2022 results: JP¥252 loss per share (down from JP¥37.31 profit in FY 2021). Revenue: JP¥1.17b (down 20% from FY 2021). Net loss: JP¥1.83b (down JP¥2.06b from profit in FY 2021).お知らせ • Oct 15Arara Inc. Provides Consolidated Earnings Guidance for the Period Ending August 2023arara inc. provided consolidated earnings guidance for the period ending August 2023. For the period ending August 2023, the company expects net sales of JPY 4,300 million, operating loss of JPY 100 million.お知らせ • Oct 14arara inc., Annual General Meeting, Nov 25, 2022arara inc., Annual General Meeting, Nov 25, 2022.お知らせ • Aug 03arara inc. to Report Fiscal Year 2022 Results on Oct 14, 2022arara inc. announced that they will report fiscal year 2022 results on Oct 14, 2022Reported Earnings • Jul 17Third quarter 2022 earnings released: JP¥7.03 loss per share (vs JP¥6.23 profit in 3Q 2021)Third quarter 2022 results: JP¥7.03 loss per share (down from JP¥6.23 profit in 3Q 2021). Revenue: JP¥287.0m (down 11% from 3Q 2021). Net loss: JP¥45.0m (down 215% from profit in 3Q 2021).Board Change • Jun 03Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Emi Yoneda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 12arara inc. to Report Q3, 2022 Results on Jul 15, 2022arara inc. announced that they will report Q3, 2022 results on Jul 15, 2022Reported Earnings • Apr 15Second quarter 2022 earnings released: JP¥6.66 loss per share (vs JP¥6.23 profit in 2Q 2021)Second quarter 2022 results: JP¥6.66 loss per share (down from JP¥6.23 profit in 2Q 2021). Revenue: JP¥279.0m (down 13% from 2Q 2021). Net loss: JP¥42.0m (down 208% from profit in 2Q 2021).お知らせ • Feb 03arara inc. to Report Q2, 2022 Results on Apr 14, 2022arara inc. announced that they will report Q2, 2022 results on Apr 14, 2022Reported Earnings • Jan 16First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: JP¥205 loss per share (down from JP¥9.15 profit in 1Q 2021). Revenue: JP¥277.0m (down 8.6% from 1Q 2021). Net loss: JP¥1.29b (down JP¥1.34b from profit in 1Q 2021). Revenue was in line with analyst estimates.Reported Earnings • Dec 05Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥37.31 (up from JP¥25.15 in FY 2020). Revenue: JP¥1.46b (up 22% from FY 2020). Net income: JP¥229.0m (up 60% from FY 2020). Profit margin: 16% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.お知らせ • Aug 26arara inc. (TSE:4015) agreed to acquire 33.3% stake in Valuedesign Inc. from JNS Holdings Inc. (TSE:3627) and its subsidiaries.arara inc. (TSE:4015) agreed to acquire 33.3% stake in Valuedesign Inc. from JNS Holdings Inc. (TSE:3627) and its subsidiaries on August 25, 2021. As per terms, arara will acquire 0.58 million shares. Trasnaction is expected to close by August 31, 2021.お知らせ • Feb 17arara inc. to Report Q2, 2021 Results on Apr 13, 2021arara inc. announced that they will report Q2, 2021 results on Apr 13, 2021お知らせ • Nov 20arara inc. has completed an IPO in the amount of ¥1.11034 billion.arara inc. has completed an IPO in the amount of ¥1.11034 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 793,100 Price\Range: ¥1400 Discount Per Security: ¥112 Transaction Features: Sponsor Backed Offering 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、Paycloud Holdings 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:4015 - 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2/28/202610,11967514801N/A11/30/202510,291132N/AN/AN/A8/31/202510,2341431,1151,408N/A5/31/20259,683270N/AN/AN/A2/28/20259,701301740950N/A11/30/20248,156140N/AN/AN/A8/31/20246,853749901,164N/A5/31/20245,970180N/AN/AN/A2/29/20244,21268370520N/A11/30/20234,270139N/AN/AN/A8/31/20234,476114431561N/A8/31/20221,165-1,834-407-218N/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: 4015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: 4015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: 4015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: 4015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: 4015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: 4015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2026/07/09 10:22終値2026/07/09 00:00収益2026/02/28年間収益2025/08/31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Paycloud Holdings Inc. 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
お知らせ • Oct 15Arara Inc. Provides Consolidated Earnings Guidance for the Period Ending August 2023arara inc. provided consolidated earnings guidance for the period ending August 2023. For the period ending August 2023, the company expects net sales of JPY 4,300 million, operating loss of JPY 100 million.
Buy Or Sell Opportunity • Jun 17Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.2% to JP¥489. The fair value is estimated to be JP¥402, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last year. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Jun 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.6% to JP¥473. The fair value is estimated to be JP¥393, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last year. Meanwhile, the company has become profitable.
お知らせ • May 27Paycloud Holdings Inc. to Report Q3, 2026 Results on Jul 14, 2026Paycloud Holdings Inc. announced that they will report Q3, 2026 results on Jul 14, 2026
New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥7.50b market cap, or US$47.0m).
Buy Or Sell Opportunity • Apr 24Now 22% overvaluedOver the last 90 days, the stock has fallen 6.8% to JP¥465. The fair value is estimated to be JP¥382, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last year. Meanwhile, the company has become profitable.
お知らせ • Apr 17Paycloud Holdings Inc. (TSE:4015) announces an Equity Buyback for 600,000 shares, representing 3.75% for ¥300 million.Paycloud Holdings Inc. (TSE:4015) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 3.57% of its share capital for ¥300 million. The shares will be repurchased at a price of ¥500 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program is valid till August 31, 2026. As of March 31, 2026, the company has 16,016,377 issued shares (excluding treasury stock) and had 771 shares in treasury.
Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥5.21 (vs JP¥9.33 in 2Q 2025)Second quarter 2026 results: EPS: JP¥5.21 (down from JP¥9.33 in 2Q 2025). Revenue: JP¥2.32b (down 6.9% from 2Q 2025). Net income: JP¥83.0m (down 44% from 2Q 2025). Profit margin: 3.6% (down from 5.9% in 2Q 2025).
お知らせ • Apr 07Paycloud Holdings Inc. to Report Q2, 2026 Results on Apr 14, 2026Paycloud Holdings Inc. announced that they will report Q2, 2026 results on Apr 14, 2026
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥3.40 (vs JP¥4.12 in 1Q 2025)First quarter 2026 results: EPS: JP¥3.40 (down from JP¥4.12 in 1Q 2025). Revenue: JP¥2.40b (up 2.4% from 1Q 2025). Net income: JP¥54.0m (down 17% from 1Q 2025). Profit margin: 2.3% (down from 2.8% in 1Q 2025).
お知らせ • Nov 27Paycloud Holdings Inc. to Report Q1, 2026 Results on Jan 14, 2026Paycloud Holdings Inc. announced that they will report Q1, 2026 results on Jan 14, 2026
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥539, the stock trades at a trailing P/E ratio of 60x. Average trailing P/E is 16x in the Professional Services industry in Japan. Total returns to shareholders of 31% over the past three years.
分析記事 • Oct 18More Unpleasant Surprises Could Be In Store For Paycloud Holdings Inc.'s (TSE:4015) Shares After Tumbling 28%To the annoyance of some shareholders, Paycloud Holdings Inc. ( TSE:4015 ) shares are down a considerable 28% in the...
分析記事 • Oct 17Is Paycloud Holdings (TSE:4015) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Oct 16Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2025Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2025.
Reported Earnings • Oct 16Full year 2025 earnings released: EPS: JP¥9.02 (vs JP¥5.36 in FY 2024)Full year 2025 results: EPS: JP¥9.02 (up from JP¥5.36 in FY 2024). Revenue: JP¥10.2b (up 49% from FY 2024). Net income: JP¥143.0m (up 93% from FY 2024). Profit margin: 1.4% (up from 1.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 184% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 03Here's Why Paycloud Holdings (TSE:4015) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Sep 01Paycloud Holdings Inc. to Report Fiscal Year 2025 Results on Oct 15, 2025Paycloud Holdings Inc. announced that they will report fiscal year 2025 results on Oct 15, 2025
Reported Earnings • Jul 16Third quarter 2025 earnings released: EPS: JP¥7.63 (vs JP¥9.67 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.63 (down from JP¥9.67 in 3Q 2024). Revenue: JP¥2.81b (flat on 3Q 2024). Net income: JP¥121.0m (down 20% from 3Q 2024). Profit margin: 4.3% (down from 5.4% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 203% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • May 29Paycloud Holdings Inc. to Report Q3, 2025 Results on Jul 14, 2025Paycloud Holdings Inc. announced that they will report Q3, 2025 results on Jul 14, 2025
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Chairman of the Board Takashi Miura was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥9.33 (vs JP¥1.09 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥9.33 (up from JP¥1.09 loss in 2Q 2024). Revenue: JP¥2.50b (up 163% from 2Q 2024). Net income: JP¥148.0m (up JP¥161.0m from 2Q 2024). Profit margin: 5.9% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue.
分析記事 • Apr 15Paycloud Holdings (TSE:4015) Might Have The Makings Of A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (JP¥8.73b market cap, or US$59.4m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥482, the stock trades at a trailing P/E ratio of 54.6x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 10% over the past three years.
分析記事 • Mar 11We Think Paycloud Holdings (TSE:4015) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Feb 27Paycloud Holdings Inc. to Report Q2, 2025 Results on Apr 14, 2025Paycloud Holdings Inc. announced that they will report Q2, 2025 results on Apr 14, 2025
New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risks Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (JP¥8.15b market cap, or US$52.1m).
Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥4.12 (vs JP¥0.084 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥4.12 (up from JP¥0.084 loss in 1Q 2024). Revenue: JP¥2.34b (up 125% from 1Q 2024). Net income: JP¥65.0m (up JP¥66.0m from 1Q 2024). Profit margin: 2.8% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue.
お知らせ • Dec 03Paycloud Holdings Inc. to Report Q1, 2025 Results on Jan 14, 2025Paycloud Holdings Inc. announced that they will report Q1, 2025 results on Jan 14, 2025
分析記事 • Nov 25Paycloud Holdings (TSE:4015) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Oct 18Full year 2024 earnings released: EPS: JP¥5.36 (vs JP¥10.64 in FY 2023)Full year 2024 results: EPS: JP¥5.36 (down from JP¥10.64 in FY 2023). Revenue: JP¥6.85b (up 53% from FY 2023). Net income: JP¥74.0m (down 35% from FY 2023). Profit margin: 1.1% (down from 2.5% in FY 2023). The decrease in margin was driven by higher expenses.
お知らせ • Oct 15Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2024Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2024.
Buy Or Sell Opportunity • Oct 04Now 20% undervaluedOver the last 90 days, the stock has risen 24% to JP¥618. The fair value is estimated to be JP¥775, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
分析記事 • Sep 24Returns On Capital Are Showing Encouraging Signs At Paycloud Holdings (TSE:4015)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
お知らせ • Aug 28Paycloud Holdings Inc. to Report Fiscal Year 2024 Results on Oct 15, 2024Paycloud Holdings Inc. announced that they will report fiscal year 2024 results on Oct 15, 2024
Buy Or Sell Opportunity • Aug 28Now 23% undervaluedOver the last 90 days, the stock has risen 37% to JP¥614. The fair value is estimated to be JP¥793, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
分析記事 • Aug 22Calculating The Fair Value Of Paycloud Holdings Inc. (TSE:4015)Key Insights The projected fair value for Paycloud Holdings is JP¥795 based on 2 Stage Free Cash Flow to Equity Current...
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥643, the stock trades at a trailing P/E ratio of 56.1x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total loss to shareholders of 48% over the past three years.
Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: JP¥9.67 (vs JP¥3.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥9.67 (up from JP¥3.57 in 3Q 2023). Revenue: JP¥2.83b (up 145% from 3Q 2023). Net income: JP¥152.0m (up 262% from 3Q 2023). Profit margin: 5.4% (up from 3.6% in 3Q 2023). The increase in margin was driven by higher revenue.
New Risk • Jun 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risks Less than 3 years of financial data is available. Shareholders have been diluted in the past year (42% increase in shares outstanding). Market cap is less than US$100m (JP¥7.42b market cap, or US$47.6m).
分析記事 • May 28These 4 Measures Indicate That Paycloud Holdings (TSE:4015) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Board Change • Apr 14Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Takeshi Kaneko was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Mar 03New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 54% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (54% increase in shares outstanding). Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥8.03b market cap, or US$53.5m).
お知らせ • Feb 29arara inc. to Report Q2, 2024 Results on Apr 12, 2024arara inc. announced that they will report Q2, 2024 results on Apr 12, 2024
Board Change • Feb 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Emi Yoneda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 14First quarter 2024 earnings releasedFirst quarter 2024 results: JP¥0.084 loss per share. Net loss: JP¥1.00m (flat on 1Q 2023).
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥624, the stock trades at a trailing P/E ratio of 64.9x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total loss to shareholders of 78% over the past three years.
お知らせ • Nov 02arara inc. to Report Q1, 2024 Results on Jan 12, 2024arara inc. announced that they will report Q1, 2024 results on Jan 12, 2024
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥579, the stock trades at a trailing P/E ratio of 60.2x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 47% over the past year.
お知らせ • Oct 15arara inc., Annual General Meeting, Nov 28, 2023arara inc., Annual General Meeting, Nov 28, 2023.
お知らせ • Sep 17arara inc. to Report Fiscal Year 2023 Results on Oct 13, 2023arara inc. announced that they will report fiscal year 2023 results on Oct 13, 2023
お知らせ • May 28arara inc. to Report Q3, 2023 Results on Jul 14, 2023arara inc. announced that they will report Q3, 2023 results on Jul 14, 2023
お知らせ • Feb 04arara inc. to Report Q2, 2023 Results on Apr 14, 2023arara inc. announced that they will report Q2, 2023 results on Apr 14, 2023
お知らせ • Nov 03arara inc. to Report Q1, 2023 Results on Jan 13, 2023arara inc. announced that they will report Q1, 2023 results on Jan 13, 2023
Reported Earnings • Oct 17Full year 2022 earnings released: JP¥252 loss per share (vs JP¥37.31 profit in FY 2021)Full year 2022 results: JP¥252 loss per share (down from JP¥37.31 profit in FY 2021). Revenue: JP¥1.17b (down 20% from FY 2021). Net loss: JP¥1.83b (down JP¥2.06b from profit in FY 2021).
お知らせ • Oct 15Arara Inc. Provides Consolidated Earnings Guidance for the Period Ending August 2023arara inc. provided consolidated earnings guidance for the period ending August 2023. For the period ending August 2023, the company expects net sales of JPY 4,300 million, operating loss of JPY 100 million.
お知らせ • Oct 14arara inc., Annual General Meeting, Nov 25, 2022arara inc., Annual General Meeting, Nov 25, 2022.
お知らせ • Aug 03arara inc. to Report Fiscal Year 2022 Results on Oct 14, 2022arara inc. announced that they will report fiscal year 2022 results on Oct 14, 2022
Reported Earnings • Jul 17Third quarter 2022 earnings released: JP¥7.03 loss per share (vs JP¥6.23 profit in 3Q 2021)Third quarter 2022 results: JP¥7.03 loss per share (down from JP¥6.23 profit in 3Q 2021). Revenue: JP¥287.0m (down 11% from 3Q 2021). Net loss: JP¥45.0m (down 215% from profit in 3Q 2021).
Board Change • Jun 03Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Emi Yoneda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 12arara inc. to Report Q3, 2022 Results on Jul 15, 2022arara inc. announced that they will report Q3, 2022 results on Jul 15, 2022
Reported Earnings • Apr 15Second quarter 2022 earnings released: JP¥6.66 loss per share (vs JP¥6.23 profit in 2Q 2021)Second quarter 2022 results: JP¥6.66 loss per share (down from JP¥6.23 profit in 2Q 2021). Revenue: JP¥279.0m (down 13% from 2Q 2021). Net loss: JP¥42.0m (down 208% from profit in 2Q 2021).
お知らせ • Feb 03arara inc. to Report Q2, 2022 Results on Apr 14, 2022arara inc. announced that they will report Q2, 2022 results on Apr 14, 2022
Reported Earnings • Jan 16First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: JP¥205 loss per share (down from JP¥9.15 profit in 1Q 2021). Revenue: JP¥277.0m (down 8.6% from 1Q 2021). Net loss: JP¥1.29b (down JP¥1.34b from profit in 1Q 2021). Revenue was in line with analyst estimates.
Reported Earnings • Dec 05Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥37.31 (up from JP¥25.15 in FY 2020). Revenue: JP¥1.46b (up 22% from FY 2020). Net income: JP¥229.0m (up 60% from FY 2020). Profit margin: 16% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.
お知らせ • Aug 26arara inc. (TSE:4015) agreed to acquire 33.3% stake in Valuedesign Inc. from JNS Holdings Inc. (TSE:3627) and its subsidiaries.arara inc. (TSE:4015) agreed to acquire 33.3% stake in Valuedesign Inc. from JNS Holdings Inc. (TSE:3627) and its subsidiaries on August 25, 2021. As per terms, arara will acquire 0.58 million shares. Trasnaction is expected to close by August 31, 2021.
お知らせ • Feb 17arara inc. to Report Q2, 2021 Results on Apr 13, 2021arara inc. announced that they will report Q2, 2021 results on Apr 13, 2021
お知らせ • Nov 20arara inc. has completed an IPO in the amount of ¥1.11034 billion.arara inc. has completed an IPO in the amount of ¥1.11034 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 793,100 Price\Range: ¥1400 Discount Per Security: ¥112 Transaction Features: Sponsor Backed Offering