View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAJIS 将来の成長Future 基準チェック /06現在、 AJIS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5.9%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 updatesReported Earnings • May 20Full year 2026 earnings released: EPS: JP¥243 (vs JP¥250 in FY 2025)Full year 2026 results: EPS: JP¥243 (down from JP¥250 in FY 2025). Revenue: JP¥37.9b (up 12% from FY 2025). Net income: JP¥2.05b (down 2.4% from FY 2025). Profit margin: 5.4% (down from 6.2% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15AJIS Co., Ltd., Annual General Meeting, Jun 23, 2026AJIS Co., Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • May 09AJIS Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026AJIS Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.4% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Share price has been volatile over the past 3 months (5.8% average weekly change).お知らせ • Feb 19Saito Holdings Y.K. proposed to acquire an additional 65.46% stake in AJIS Co., Ltd. (TSE:4659) from group of shareholders for ¥24.6 billion.Saito Holdings Y.K. proposed to acquire an additional 65.46% stake in AJIS Co., Ltd. (TSE:4659) from group of shareholders for ¥24.6 billion on February 19, 2026. Under the terms of the acquisition, A cash consideration valued at ¥4450 per share will be paid by Saito Holdings Y.K. In conducting the Tender Offer, Saito Holdings Y.K has verbally agreed with Akio Saito, holding 1,015,984 shares, ownership ratio 12.04%, that he will not tender his shares. In addition, on February 19, 2026, Saito Holdings Y.K. has orally agreed with Shigeo Saito, Mihoko Kobayashi and Yasunori Saito that they will each tender all of the AJIS Co., Ltd Shares they hold (total number of shares held: 1,046,740 shares, ownership ratio: 12.40%) in response to the Tender Offer. The tender offer will commence on February 20, 2026 and will close on April 6, 2026. The transaction is subject to minimum tender of 2,716,600 shares in AJIS Co., Ltd.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥3,785, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 80% over the past three years.Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥76.66 (vs JP¥29.65 in 3Q 2025)Third quarter 2026 results: EPS: JP¥76.66 (up from JP¥29.65 in 3Q 2025). Revenue: JP¥9.30b (up 14% from 3Q 2025). Net income: JP¥647.0m (up 159% from 3Q 2025). Profit margin: 7.0% (up from 3.1% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.New Risk • Nov 06New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 105% Dividend yield: 3.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (105% cash payout ratio).Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥69.10 (vs JP¥67.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥69.10 (up from JP¥67.26 in 2Q 2025). Revenue: JP¥9.17b (up 7.0% from 2Q 2025). Net income: JP¥583.0m (up 2.8% from 2Q 2025). Profit margin: 6.4% (down from 6.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥28.81 (vs JP¥24.21 in 1Q 2025)First quarter 2026 results: EPS: JP¥28.81 (up from JP¥24.21 in 1Q 2025). Revenue: JP¥8.04b (up 8.0% from 1Q 2025). Net income: JP¥243.0m (up 19% from 1Q 2025). Profit margin: 3.0% (up from 2.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥250 (vs JP¥227 in FY 2024)Full year 2025 results: EPS: JP¥250 (up from JP¥227 in FY 2024). Revenue: JP¥34.0b (up 13% from FY 2024). Net income: JP¥2.10b (up 10% from FY 2024). Profit margin: 6.2% (down from 6.4% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥250 (vs JP¥227 in FY 2024)Full year 2025 results: EPS: JP¥250 (up from JP¥227 in FY 2024). Revenue: JP¥34.0b (up 13% from FY 2024). Net income: JP¥2.10b (up 10% from FY 2024). Profit margin: 6.2% (down from 6.4% in FY 2024). The decrease in margin was driven by higher expenses. 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 5% per year.お知らせ • May 15AJIS Co., Ltd., Annual General Meeting, Jun 24, 2025AJIS Co., Ltd., Annual General Meeting, Jun 24, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).お知らせ • Mar 04+ 3 more updatesAJIS Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025AJIS Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥29.65 (vs JP¥13.06 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.65 (up from JP¥13.06 in 3Q 2024). Revenue: JP¥8.14b (up 7.3% from 3Q 2024). Net income: JP¥250.0m (up 127% from 3Q 2024). Profit margin: 3.1% (up from 1.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥67.26 (vs JP¥65.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥67.26 (up from JP¥65.29 in 2Q 2024). Revenue: JP¥8.57b (up 24% from 2Q 2024). Net income: JP¥567.0m (up 3.1% from 2Q 2024). Profit margin: 6.6% (down from 7.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥24.21 (vs JP¥9.74 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.21 (up from JP¥9.74 in 1Q 2024). Revenue: JP¥7.45b (up 23% from 1Q 2024). Net income: JP¥204.0m (up 149% from 1Q 2024). Profit margin: 2.7% (up from 1.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥227 (vs JP¥222 in FY 2023)Full year 2024 results: EPS: JP¥227 (up from JP¥222 in FY 2023). Revenue: JP¥30.0b (up 15% from FY 2023). Net income: JP¥1.91b (up 2.1% from FY 2023). Profit margin: 6.4% (down from 7.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • May 17AJIS Co., Ltd., Annual General Meeting, Jun 25, 2024AJIS Co., Ltd., Annual General Meeting, Jun 25, 2024.お知らせ • Mar 28+ 3 more updatesAJIS Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024AJIS Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥13.06 (vs JP¥19.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.06 (down from JP¥19.71 in 3Q 2023). Revenue: JP¥7.59b (up 27% from 3Q 2023). Net income: JP¥110.0m (down 34% from 3Q 2023). Profit margin: 1.5% (down from 2.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥65.29 (vs JP¥79.34 in 2Q 2023)Second quarter 2024 results: EPS: JP¥65.29 (down from JP¥79.34 in 2Q 2023). Revenue: JP¥6.93b (up 3.0% from 2Q 2023). Net income: JP¥550.0m (down 18% from 2Q 2023). Profit margin: 7.9% (down from 9.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥9.74 (vs JP¥17.94 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.74 (down from JP¥17.94 in 1Q 2023). Revenue: JP¥6.08b (up 9.6% from 1Q 2023). Net income: JP¥82.0m (down 46% from 1Q 2023). Profit margin: 1.3% (down from 2.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • May 19Full year 2023 earnings released: EPS: JP¥222 (vs JP¥267 in FY 2022)Full year 2023 results: EPS: JP¥222 (down from JP¥267 in FY 2022). Revenue: JP¥26.1b (flat on FY 2022). Net income: JP¥1.87b (down 17% from FY 2022). Profit margin: 7.2% (down from 8.6% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥19.71 (vs JP¥31.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥19.71 (down from JP¥31.13 in 3Q 2022). Revenue: JP¥5.96b (up 3.3% from 3Q 2022). Net income: JP¥166.0m (down 37% from 3Q 2022). Profit margin: 2.8% (down from 4.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥79.34 (vs JP¥104 in 2Q 2022)Second quarter 2023 results: EPS: JP¥79.34 (down from JP¥104 in 2Q 2022). Revenue: JP¥6.73b (down 1.7% from 2Q 2022). Net income: JP¥668.0m (down 24% from 2Q 2022). Profit margin: 9.9% (down from 13% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year.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. 3 experienced directors. 8 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Kazuhiro Mori was the last independent director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥79.34 (vs JP¥104 in 2Q 2022)Second quarter 2023 results: EPS: JP¥79.34 (down from JP¥104 in 2Q 2022). Revenue: JP¥6.73b (down 1.7% from 2Q 2022). Net income: JP¥668.0m (down 24% from 2Q 2022). Profit margin: 9.9% (down from 13% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥17.94 (vs JP¥33.28 in 1Q 2022)First quarter 2023 results: EPS: JP¥17.94 (down from JP¥33.28 in 1Q 2022). Revenue: JP¥5.55b (down 4.9% from 1Q 2022). Net income: JP¥151.0m (down 46% from 1Q 2022). Profit margin: 2.7% (down from 4.8% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥267 (vs JP¥379 in FY 2021)Full year 2022 results: EPS: JP¥267 (down from JP¥379 in FY 2021). Revenue: JP¥26.2b (down 6.4% from FY 2021). Net income: JP¥2.25b (down 29% from FY 2021). Profit margin: 8.6% (down from 11% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • May 18AJIS Co., Ltd., Annual General Meeting, Jun 28, 2022AJIS Co., Ltd., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 9 highly experienced directors. No independent directors (6 non-independent directors). External Auditor Shigeki Funabashi was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08+ 3 more updatesAJIS Co., Ltd. to Report Fiscal Year 2022 Results on May 16, 2022AJIS Co., Ltd. announced that they will report fiscal year 2022 results on May 16, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥76.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥31.13 (down from JP¥82.97 in 3Q 2021). Revenue: JP¥5.77b (down 13% from 3Q 2021). Net income: JP¥262.0m (down 63% from 3Q 2021). Profit margin: 4.5% (down from 11% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 10.0%. Earnings per share (EPS) also missed analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 6.2%, compared to a 2.8% growth forecast for the industry in Japan. 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 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥2,735, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Commercial Services industry in Japan. Total returns to shareholders of 1.6% over the past three years.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥104 (vs JP¥130 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.85b (down 6.5% from 2Q 2021). Net income: JP¥876.0m (down 20% from 2Q 2021). Profit margin: 13% (down from 15% in 2Q 2021). 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 fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 02First quarter 2022 earnings released: EPS JP¥33.28 (vs JP¥34.13 in 1Q 2021)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥5.84b (flat on 1Q 2021). Net income: JP¥280.0m (down 2.4% from 1Q 2021). Profit margin: 4.8% (down from 4.9% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥379 (vs JP¥358 in FY 2020)The company reported a mediocre full year result with weaker revenues, although profit margins were flat and earnings improved. Full year 2021 results: Revenue: JP¥28.0b (down 1.5% from FY 2020). Net income: JP¥3.19b (up 5.8% from FY 2020). Profit margin: 11% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • Apr 26Does AJIS Co., Ltd. (TYO:4659) Have A Place In Your Dividend Portfolio?Today we'll take a closer look at AJIS Co., Ltd. ( TYO:4659 ) from a dividend investor's perspective. Owning a strong...分析記事 • Apr 09Does AJIS (TYO:4659) Deserve A Spot On Your Watchlist?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Upcoming Dividend • Mar 23Upcoming dividend of JP¥72.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.8%).分析記事 • Mar 04What You Need To Know About AJIS Co., Ltd.'s (TYO:4659) Investor CompositionEvery investor in AJIS Co., Ltd. ( TYO:4659 ) should be aware of the most powerful shareholder groups. Large companies...お知らせ • Mar 04+ 3 more updatesAJIS Co., Ltd. to Report Q3, 2022 Results on Jan 31, 2022AJIS Co., Ltd. announced that they will report Q3, 2022 results on Jan 31, 2022分析記事 • Feb 17A Look Into AJIS' (TYO:4659) Impressive Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥82.97 (vs JP¥51.02 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥6.61b (flat on 3Q 2020). Net income: JP¥698.0m (up 63% from 3Q 2020). Profit margin: 11% (up from 6.5% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 03Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Over the next year, revenue is forecast to grow 2.7%, compared to a 3.1% growth forecast for the Commercial Services industry in Japan.分析記事 • Feb 03Did You Participate In Any Of AJIS' (TYO:4659) Fantastic 156% Return ?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...Is New 90 Day High Low • Jan 26New 90-day high: JP¥3,955The company is up 30% from its price of JP¥3,035 on 28 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 5.0% over the same period.分析記事 • Jan 18AJIS Co., Ltd.'s (TYO:4659) Attractive Combination: Does It Earn A Place In Your Dividend Portfolio?Today we'll take a closer look at AJIS Co., Ltd. ( TYO:4659 ) from a dividend investor's perspective. Owning a strong...分析記事 • Jan 03Here's Why I Think AJIS (TYO:4659) Is An Interesting StockSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Is New 90 Day High Low • Dec 28New 90-day high: JP¥3,400The company is up 25% from its price of JP¥2,720 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 4.0% over the same period.分析記事 • Dec 19Is AJIS Co., Ltd.'s (TYO:4659) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Most readers would already be aware that AJIS' (TYO:4659) stock increased significantly by 24% over the past three...Is New 90 Day High Low • Dec 10New 90-day high: JP¥3,255The company is up 10.0% from its price of JP¥2,950 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 2.0% over the same period.分析記事 • Dec 04Do Insiders Own Lots Of Shares In AJIS Co., Ltd. (TYO:4659)?The big shareholder groups in AJIS Co., Ltd. ( TYO:4659 ) have power over the company. Institutions often own shares in...分析記事 • Nov 19Can AJIS (TYO:4659) Keep Up These Impressive Returns?There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥130The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥7.32b (flat on 2Q 2020). Net income: JP¥1.10b (up 18% from 2Q 2020). Profit margin: 15% (up from 13% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 02Second quarter 2021 earnings released: EPS JP¥130The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥7.32b (flat on 2Q 2020). Net income: JP¥1.10b (up 18% from 2Q 2020). Profit margin: 15% (up from 13% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Oct 16New 90-day high: JP¥3,240The company is up 37% from its price of JP¥2,371 on 17 July 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 3.0% over the same period.Valuation Update With 7 Day Price Move • Oct 16Market bids up stock over the past weekAfter last week's 17% share price gain to JP¥3,240, the stock is trading at a trailing P/E ratio of 9x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 15x in the Commercial Services industry in Japan. Total returns to shareholders over the past three years are 43%. 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、AJIS 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:4659 - 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3/31/202637,8822,0544682,041N/A12/31/202536,3142,556N/AN/AN/A9/30/202535,1532,1597612,321N/A6/30/202534,5542,143N/AN/AN/A3/31/202533,9602,1041,9253,126N/A12/31/202433,5422,189N/AN/AN/A9/30/202432,9922,0491,9732,687N/A6/30/202431,3602,032N/AN/AN/A3/31/202429,9951,9101,6691,978N/A12/31/202328,4181,627N/AN/AN/A9/30/202326,7951,6831,6761,979N/A6/30/202326,5941,801N/AN/AN/A3/31/202326,0621,8702,6962,921N/A12/31/202225,9661,817N/AN/AN/A9/30/202225,7751,9132,3492,448N/A6/30/202225,8902,121N/AN/AN/A3/31/202226,1772,2501,3951,533N/A12/31/202126,6642,523N/AN/AN/A9/30/202127,5032,9593,1413,223N/A6/30/202127,9763,180N/AN/AN/A3/31/202127,9663,1873,7054,047N/A12/31/202028,1963,457N/AN/AN/A9/30/202028,1783,1883,0763,576N/A6/30/202028,2473,018N/AN/AN/A3/31/202028,4023,0113,2503,637N/A12/31/201928,2502,793N/AN/AN/A9/30/201927,7442,638N/A3,318N/A6/30/201927,8712,701N/AN/AN/A3/31/201927,6692,634N/A3,150N/A12/31/201827,3792,561N/AN/AN/A9/30/201827,2462,451N/A2,803N/A6/30/201827,0702,305N/AN/AN/A3/31/201826,8702,237N/A2,972N/A12/31/201726,7282,174N/AN/AN/A9/30/201726,1712,083N/A2,494N/A6/30/201726,0412,033N/AN/AN/A3/31/201725,8292,125N/A2,095N/A12/31/201625,6492,068N/AN/AN/A9/30/201625,0672,025N/A2,268N/A6/30/201624,5911,941N/AN/AN/A3/31/201623,8351,765N/A1,978N/A12/31/201523,3821,422N/AN/AN/A9/30/201522,8541,277N/A1,708N/A6/30/201522,4501,147N/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: 4659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: 4659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: 4659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: 4659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: 4659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: 4659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2026/06/23 10:47終値2026/06/18 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AJIS Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Yumiko KaiIchiyoshi Research Institute Inc.
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥243 (vs JP¥250 in FY 2025)Full year 2026 results: EPS: JP¥243 (down from JP¥250 in FY 2025). Revenue: JP¥37.9b (up 12% from FY 2025). Net income: JP¥2.05b (down 2.4% from FY 2025). Profit margin: 5.4% (down from 6.2% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15AJIS Co., Ltd., Annual General Meeting, Jun 23, 2026AJIS Co., Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • May 09AJIS Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026AJIS Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.4% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Share price has been volatile over the past 3 months (5.8% average weekly change).
お知らせ • Feb 19Saito Holdings Y.K. proposed to acquire an additional 65.46% stake in AJIS Co., Ltd. (TSE:4659) from group of shareholders for ¥24.6 billion.Saito Holdings Y.K. proposed to acquire an additional 65.46% stake in AJIS Co., Ltd. (TSE:4659) from group of shareholders for ¥24.6 billion on February 19, 2026. Under the terms of the acquisition, A cash consideration valued at ¥4450 per share will be paid by Saito Holdings Y.K. In conducting the Tender Offer, Saito Holdings Y.K has verbally agreed with Akio Saito, holding 1,015,984 shares, ownership ratio 12.04%, that he will not tender his shares. In addition, on February 19, 2026, Saito Holdings Y.K. has orally agreed with Shigeo Saito, Mihoko Kobayashi and Yasunori Saito that they will each tender all of the AJIS Co., Ltd Shares they hold (total number of shares held: 1,046,740 shares, ownership ratio: 12.40%) in response to the Tender Offer. The tender offer will commence on February 20, 2026 and will close on April 6, 2026. The transaction is subject to minimum tender of 2,716,600 shares in AJIS Co., Ltd.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥3,785, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 15x in the Commercial Services industry in Japan. Total returns to shareholders of 80% over the past three years.
Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥76.66 (vs JP¥29.65 in 3Q 2025)Third quarter 2026 results: EPS: JP¥76.66 (up from JP¥29.65 in 3Q 2025). Revenue: JP¥9.30b (up 14% from 3Q 2025). Net income: JP¥647.0m (up 159% from 3Q 2025). Profit margin: 7.0% (up from 3.1% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.
New Risk • Nov 06New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 105% Dividend yield: 3.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (105% cash payout ratio).
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥69.10 (vs JP¥67.26 in 2Q 2025)Second quarter 2026 results: EPS: JP¥69.10 (up from JP¥67.26 in 2Q 2025). Revenue: JP¥9.17b (up 7.0% from 2Q 2025). Net income: JP¥583.0m (up 2.8% from 2Q 2025). Profit margin: 6.4% (down from 6.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥28.81 (vs JP¥24.21 in 1Q 2025)First quarter 2026 results: EPS: JP¥28.81 (up from JP¥24.21 in 1Q 2025). Revenue: JP¥8.04b (up 8.0% from 1Q 2025). Net income: JP¥243.0m (up 19% from 1Q 2025). Profit margin: 3.0% (up from 2.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥250 (vs JP¥227 in FY 2024)Full year 2025 results: EPS: JP¥250 (up from JP¥227 in FY 2024). Revenue: JP¥34.0b (up 13% from FY 2024). Net income: JP¥2.10b (up 10% from FY 2024). Profit margin: 6.2% (down from 6.4% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥250 (vs JP¥227 in FY 2024)Full year 2025 results: EPS: JP¥250 (up from JP¥227 in FY 2024). Revenue: JP¥34.0b (up 13% from FY 2024). Net income: JP¥2.10b (up 10% from FY 2024). Profit margin: 6.2% (down from 6.4% in FY 2024). The decrease in margin was driven by higher expenses. 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 5% per year.
お知らせ • May 15AJIS Co., Ltd., Annual General Meeting, Jun 24, 2025AJIS Co., Ltd., Annual General Meeting, Jun 24, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%).
お知らせ • Mar 04+ 3 more updatesAJIS Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025AJIS Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥29.65 (vs JP¥13.06 in 3Q 2024)Third quarter 2025 results: EPS: JP¥29.65 (up from JP¥13.06 in 3Q 2024). Revenue: JP¥8.14b (up 7.3% from 3Q 2024). Net income: JP¥250.0m (up 127% from 3Q 2024). Profit margin: 3.1% (up from 1.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥67.26 (vs JP¥65.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥67.26 (up from JP¥65.29 in 2Q 2024). Revenue: JP¥8.57b (up 24% from 2Q 2024). Net income: JP¥567.0m (up 3.1% from 2Q 2024). Profit margin: 6.6% (down from 7.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥24.21 (vs JP¥9.74 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.21 (up from JP¥9.74 in 1Q 2024). Revenue: JP¥7.45b (up 23% from 1Q 2024). Net income: JP¥204.0m (up 149% from 1Q 2024). Profit margin: 2.7% (up from 1.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥227 (vs JP¥222 in FY 2023)Full year 2024 results: EPS: JP¥227 (up from JP¥222 in FY 2023). Revenue: JP¥30.0b (up 15% from FY 2023). Net income: JP¥1.91b (up 2.1% from FY 2023). Profit margin: 6.4% (down from 7.2% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • May 17AJIS Co., Ltd., Annual General Meeting, Jun 25, 2024AJIS Co., Ltd., Annual General Meeting, Jun 25, 2024.
お知らせ • Mar 28+ 3 more updatesAJIS Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024AJIS Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥13.06 (vs JP¥19.71 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.06 (down from JP¥19.71 in 3Q 2023). Revenue: JP¥7.59b (up 27% from 3Q 2023). Net income: JP¥110.0m (down 34% from 3Q 2023). Profit margin: 1.5% (down from 2.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥65.29 (vs JP¥79.34 in 2Q 2023)Second quarter 2024 results: EPS: JP¥65.29 (down from JP¥79.34 in 2Q 2023). Revenue: JP¥6.93b (up 3.0% from 2Q 2023). Net income: JP¥550.0m (down 18% from 2Q 2023). Profit margin: 7.9% (down from 9.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥9.74 (vs JP¥17.94 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.74 (down from JP¥17.94 in 1Q 2023). Revenue: JP¥6.08b (up 9.6% from 1Q 2023). Net income: JP¥82.0m (down 46% from 1Q 2023). Profit margin: 1.3% (down from 2.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 19Full year 2023 earnings released: EPS: JP¥222 (vs JP¥267 in FY 2022)Full year 2023 results: EPS: JP¥222 (down from JP¥267 in FY 2022). Revenue: JP¥26.1b (flat on FY 2022). Net income: JP¥1.87b (down 17% from FY 2022). Profit margin: 7.2% (down from 8.6% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.2%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥19.71 (vs JP¥31.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥19.71 (down from JP¥31.13 in 3Q 2022). Revenue: JP¥5.96b (up 3.3% from 3Q 2022). Net income: JP¥166.0m (down 37% from 3Q 2022). Profit margin: 2.8% (down from 4.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥79.34 (vs JP¥104 in 2Q 2022)Second quarter 2023 results: EPS: JP¥79.34 (down from JP¥104 in 2Q 2022). Revenue: JP¥6.73b (down 1.7% from 2Q 2022). Net income: JP¥668.0m (down 24% from 2Q 2022). Profit margin: 9.9% (down from 13% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year.
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. 3 experienced directors. 8 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Kazuhiro Mori was the last independent director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥79.34 (vs JP¥104 in 2Q 2022)Second quarter 2023 results: EPS: JP¥79.34 (down from JP¥104 in 2Q 2022). Revenue: JP¥6.73b (down 1.7% from 2Q 2022). Net income: JP¥668.0m (down 24% from 2Q 2022). Profit margin: 9.9% (down from 13% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥17.94 (vs JP¥33.28 in 1Q 2022)First quarter 2023 results: EPS: JP¥17.94 (down from JP¥33.28 in 1Q 2022). Revenue: JP¥5.55b (down 4.9% from 1Q 2022). Net income: JP¥151.0m (down 46% from 1Q 2022). Profit margin: 2.7% (down from 4.8% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥267 (vs JP¥379 in FY 2021)Full year 2022 results: EPS: JP¥267 (down from JP¥379 in FY 2021). Revenue: JP¥26.2b (down 6.4% from FY 2021). Net income: JP¥2.25b (down 29% from FY 2021). Profit margin: 8.6% (down from 11% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • May 18AJIS Co., Ltd., Annual General Meeting, Jun 28, 2022AJIS Co., Ltd., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 9 highly experienced directors. No independent directors (6 non-independent directors). External Auditor Shigeki Funabashi was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08+ 3 more updatesAJIS Co., Ltd. to Report Fiscal Year 2022 Results on May 16, 2022AJIS Co., Ltd. announced that they will report fiscal year 2022 results on May 16, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥76.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.1%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥31.13 (down from JP¥82.97 in 3Q 2021). Revenue: JP¥5.77b (down 13% from 3Q 2021). Net income: JP¥262.0m (down 63% from 3Q 2021). Profit margin: 4.5% (down from 11% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 10.0%. Earnings per share (EPS) also missed analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 6.2%, compared to a 2.8% growth forecast for the industry in Japan. 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 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥2,735, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Commercial Services industry in Japan. Total returns to shareholders of 1.6% over the past three years.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥104 (vs JP¥130 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.85b (down 6.5% from 2Q 2021). Net income: JP¥876.0m (down 20% from 2Q 2021). Profit margin: 13% (down from 15% in 2Q 2021). 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 fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 02First quarter 2022 earnings released: EPS JP¥33.28 (vs JP¥34.13 in 1Q 2021)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥5.84b (flat on 1Q 2021). Net income: JP¥280.0m (down 2.4% from 1Q 2021). Profit margin: 4.8% (down from 4.9% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥379 (vs JP¥358 in FY 2020)The company reported a mediocre full year result with weaker revenues, although profit margins were flat and earnings improved. Full year 2021 results: Revenue: JP¥28.0b (down 1.5% from FY 2020). Net income: JP¥3.19b (up 5.8% from FY 2020). Profit margin: 11% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • Apr 26Does AJIS Co., Ltd. (TYO:4659) Have A Place In Your Dividend Portfolio?Today we'll take a closer look at AJIS Co., Ltd. ( TYO:4659 ) from a dividend investor's perspective. Owning a strong...
分析記事 • Apr 09Does AJIS (TYO:4659) Deserve A Spot On Your Watchlist?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥72.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.8%).
分析記事 • Mar 04What You Need To Know About AJIS Co., Ltd.'s (TYO:4659) Investor CompositionEvery investor in AJIS Co., Ltd. ( TYO:4659 ) should be aware of the most powerful shareholder groups. Large companies...
お知らせ • Mar 04+ 3 more updatesAJIS Co., Ltd. to Report Q3, 2022 Results on Jan 31, 2022AJIS Co., Ltd. announced that they will report Q3, 2022 results on Jan 31, 2022
分析記事 • Feb 17A Look Into AJIS' (TYO:4659) Impressive Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥82.97 (vs JP¥51.02 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥6.61b (flat on 3Q 2020). Net income: JP¥698.0m (up 63% from 3Q 2020). Profit margin: 11% (up from 6.5% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 03Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Over the next year, revenue is forecast to grow 2.7%, compared to a 3.1% growth forecast for the Commercial Services industry in Japan.
分析記事 • Feb 03Did You Participate In Any Of AJIS' (TYO:4659) Fantastic 156% Return ?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...
Is New 90 Day High Low • Jan 26New 90-day high: JP¥3,955The company is up 30% from its price of JP¥3,035 on 28 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 5.0% over the same period.
分析記事 • Jan 18AJIS Co., Ltd.'s (TYO:4659) Attractive Combination: Does It Earn A Place In Your Dividend Portfolio?Today we'll take a closer look at AJIS Co., Ltd. ( TYO:4659 ) from a dividend investor's perspective. Owning a strong...
分析記事 • Jan 03Here's Why I Think AJIS (TYO:4659) Is An Interesting StockSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Is New 90 Day High Low • Dec 28New 90-day high: JP¥3,400The company is up 25% from its price of JP¥2,720 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 4.0% over the same period.
分析記事 • Dec 19Is AJIS Co., Ltd.'s (TYO:4659) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Most readers would already be aware that AJIS' (TYO:4659) stock increased significantly by 24% over the past three...
Is New 90 Day High Low • Dec 10New 90-day high: JP¥3,255The company is up 10.0% from its price of JP¥2,950 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 2.0% over the same period.
分析記事 • Dec 04Do Insiders Own Lots Of Shares In AJIS Co., Ltd. (TYO:4659)?The big shareholder groups in AJIS Co., Ltd. ( TYO:4659 ) have power over the company. Institutions often own shares in...
分析記事 • Nov 19Can AJIS (TYO:4659) Keep Up These Impressive Returns?There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥130The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥7.32b (flat on 2Q 2020). Net income: JP¥1.10b (up 18% from 2Q 2020). Profit margin: 15% (up from 13% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 02Second quarter 2021 earnings released: EPS JP¥130The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥7.32b (flat on 2Q 2020). Net income: JP¥1.10b (up 18% from 2Q 2020). Profit margin: 15% (up from 13% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Oct 16New 90-day high: JP¥3,240The company is up 37% from its price of JP¥2,371 on 17 July 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 3.0% over the same period.
Valuation Update With 7 Day Price Move • Oct 16Market bids up stock over the past weekAfter last week's 17% share price gain to JP¥3,240, the stock is trading at a trailing P/E ratio of 9x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 15x in the Commercial Services industry in Japan. Total returns to shareholders over the past three years are 43%.