View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsDRAFT 将来の成長Future 基準チェック /06現在、 DRAFT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11.0%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 • Feb 25+ 2 more updatesDRAFT Inc. Provides Earnings Guidance for the First Half of Fiscal Year Ending December 31, 2025 and Full Year Ending December 31, 2025DRAFT Inc. provides earnings guidance for the first half of fiscal year ending December 31, 2025 and full year ending December 31, 2025. For the first half, the company expects net sales to be JPY 4,600 million, operating loss to be JPY 260 million, loss attributable to owners of parent to be JPY 296 million or JPY 29.47 per basic share. For the full year, the company expects net sales to be JPY 13,300 million, operating profit to be JPY 1,150million, profit attributable to owners of parent to be JPY 670 million or JPY 66.71 per basic share.お知らせ • Mar 08+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Fiscal Year Ending December 31, 2024DRAFT Inc. provided consolidated earnings guidance for the first half and full fiscal year ending December 31, 2024. For the first half, the company expects net sales of JPY 6,000 million, operating profit of JPY 480 million, profit attributable to owners of parent of JPY 310 million, and basic earnings per share of JPY 30.87.For the year, the company expects net sales of JPY 12,000 million, operating profit of JPY 980 million, profit attributable to owners of parent of JPY 580 million, and basic earnings per share of JPY 57.75.お知らせ • Nov 20+ 1 more updateDraft Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2023DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2023. For the year, the company expects net sales of JPY 10,500 millions, operating profit of JPY 780 millions, profit attributable to owners of parent of JPY 450 millions, and basic earnings per share of JPY 44.82.お知らせ • Aug 22+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 2023DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 2023 . For the year, the company expects net sales of JPY 10,500 million against previous guidance of JPY 10,000 million, operating profit of JPY 780 million against previous guidance of JPY 480 million, profit attributable to owners of parent of JPY 450 million against previous guidance of JPY 300 million and basic earnings per share of JPY 44.82 against previous guidance of JPY 29.89.お知らせ • Jun 02+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending December 31, 2023DRAFT Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending December 31, 2023. For the first half year, the company expects net sales to be JPY 3,800 million. Operating loss to be JPY 287 million. Loss attributable to owners of parent to be JPY 294 million. Basic loss per share to be JPY 29.28.For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 480 million. Profit attributable to owners of parent to be JPY 300 million. Basic earnings per share to be JPY 29.89.お知らせ • Aug 30+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2022DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2022. For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 960 million. Profit attributable to owners of parent to be JPY 600 million. Basic earnings per share to be JPY 59.78.すべての更新を表示Recent updatesReported Earnings • Nov 18Third quarter 2025 earnings released: JP¥16.70 loss per share (vs JP¥12.65 profit in 3Q 2024)Third quarter 2025 results: JP¥16.70 loss per share (down from JP¥12.65 profit in 3Q 2024). Revenue: JP¥1.69b (down 44% from 3Q 2024). Net loss: JP¥168.0m (down 232% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 02DRAFT Inc. to Report Q3, 2025 Results on Nov 14, 2025DRAFT Inc. announced that they will report Q3, 2025 results on Nov 14, 2025お知らせ • Oct 01Taiju Yamashita completed the acquisition of 42.28% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.1 billion.Taiju Yamashita proposed to acquire 49.02% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.7 billion on August 14, 2025. A cash consideration of ¥5800 valued at ¥1 per share , of ¥3.69 billion valued at ¥750 per share and of ¥0.04 million will be paid by the buyer. As part of consideration, ¥5800 is paid towards First Series Stock Acquisition Rights rights, ¥0.02 million is paid towards Second Series Stock Acquisition Rights rights, ¥0.02 million is paid towards Third Series Stock Acquisition Rights rights and ¥3.69 billion is paid towards common equity of DRAFT Inc. Taiju Yamashita completed the acquisition of 42.28% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.1 billion on September 29, 2025.分析記事 • Aug 19Market Participants Recognise DRAFT Inc.'s (TSE:5070) Revenues Pushing Shares 38% HigherTSE:5070 1 Year Share Price vs Fair Value Explore DRAFT's Fair Values from the Community and select yours DRAFT Inc...Reported Earnings • Aug 16Second quarter 2025 earnings released: JP¥26.78 loss per share (vs JP¥15.63 profit in 2Q 2024)Second quarter 2025 results: JP¥26.78 loss per share (down from JP¥15.63 profit in 2Q 2024). Revenue: JP¥1.78b (down 55% from 2Q 2024). Net loss: JP¥269.0m (down 271% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥671, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 24% over the past three years.お知らせ • Jul 02DRAFT Inc. to Report Q2, 2025 Results on Aug 14, 2025DRAFT Inc. announced that they will report Q2, 2025 results on Aug 14, 2025New Risk • May 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 7.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (JP¥5.41b market cap, or US$37.1m).Reported Earnings • May 18First quarter 2025 earnings released: JP¥22.10 loss per share (vs JP¥18.42 profit in 1Q 2024)First quarter 2025 results: JP¥22.10 loss per share (down from JP¥18.42 profit in 1Q 2024). Revenue: JP¥1.40b (down 50% from 1Q 2024). Net loss: JP¥222.0m (down 220% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.New Risk • Apr 07New 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 5.5% 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 (5.5% average weekly change). Market cap is less than US$100m (JP¥4.61b market cap, or US$31.5m).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥459, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 25% over the past three years.お知らせ • Mar 05DRAFT Inc. to Report Q1, 2025 Results on May 14, 2025DRAFT Inc. announced that they will report Q1, 2025 results on May 14, 2025お知らせ • Feb 25+ 2 more updatesDRAFT Inc. Provides Earnings Guidance for the First Half of Fiscal Year Ending December 31, 2025 and Full Year Ending December 31, 2025DRAFT Inc. provides earnings guidance for the first half of fiscal year ending December 31, 2025 and full year ending December 31, 2025. For the first half, the company expects net sales to be JPY 4,600 million, operating loss to be JPY 260 million, loss attributable to owners of parent to be JPY 296 million or JPY 29.47 per basic share. For the full year, the company expects net sales to be JPY 13,300 million, operating profit to be JPY 1,150million, profit attributable to owners of parent to be JPY 670 million or JPY 66.71 per basic share.分析記事 • Feb 21We Think DRAFT's (TSE:5070) Profit Is Only A Baseline For What They Can AchieveInvestors were underwhelmed by the solid earnings posted by DRAFT Inc. ( TSE:5070 ) recently. Our analysis says that...Reported Earnings • Feb 17Full year 2024 earnings released: EPS: JP¥64.32 (vs JP¥51.39 in FY 2023)Full year 2024 results: EPS: JP¥64.32 (up from JP¥51.39 in FY 2023). Revenue: JP¥12.3b (up 15% from FY 2023). Net income: JP¥646.0m (up 25% from FY 2023). Profit margin: 5.3% (up from 4.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 14DRAFT Inc., Annual General Meeting, Mar 27, 2025DRAFT Inc., Annual General Meeting, Mar 27, 2025.Upcoming Dividend • Dec 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (0.9%).お知らせ • Dec 07DRAFT Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025DRAFT Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: JP¥12.65 (vs JP¥9.06 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.65 (up from JP¥9.06 in 3Q 2023). Revenue: JP¥2.99b (up 37% from 3Q 2023). Net income: JP¥127.0m (up 40% from 3Q 2023). Profit margin: 4.3% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 62% 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 • Oct 30+ 1 more updateDRAFT Inc. Announces Change in Dividend PolicyDRAFT Inc. announced that it has resolved at the Board of Directors meeting held on October 24, 2024 to change the dividend policy. Before change: For returning profits to shareholders, the Company aims to pay dividends (interim and year-end) with a target payout ratio of 20%, on a consolidated profit attributable to owners of parent basis, while securing retained earnings necessary to invest in future business development and reinforce the management structure. After change: For returning profits to shareholders, the Company aims to increase dividends every fiscal year to the extent possible under a basic policy to maintain progressive dividends (note), while securing retained earnings necessary to invest in future business development and reinforce the management structure.分析記事 • Oct 28DRAFT's (TSE:5070) Dividend Will Be Increased To ¥7.00DRAFT Inc.'s ( TSE:5070 ) periodic dividend will be increasing on the 31st of March to ¥7.00, with investors receiving...分析記事 • Oct 04DRAFT (TSE:5070) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Oct 01DRAFT Inc. to Report Q3, 2024 Results on Nov 12, 2024DRAFT Inc. announced that they will report Q3, 2024 results on Nov 12, 2024Declared Dividend • Aug 15Dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (7% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% 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 (5.4% average weekly change). Market cap is less than US$100m (JP¥5.09b market cap, or US$34.2m).Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥507, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 16x in the Professional Services industry in Japan. Total loss to shareholders of 34% over the past three years.お知らせ • Jun 06DRAFT Inc. to Report Q2, 2024 Results on Aug 13, 2024DRAFT Inc. announced that they will report Q2, 2024 results on Aug 13, 2024Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥18.42 (vs JP¥17.03 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥18.42 (up from JP¥17.03 loss in 1Q 2023). Revenue: JP¥2.78b (up 75% from 1Q 2023). Net income: JP¥185.0m (up JP¥356.0m from 1Q 2023). Profit margin: 6.7% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.分析記事 • May 08Investors Holding Back On DRAFT Inc. (TSE:5070)It's not a stretch to say that DRAFT Inc.'s ( TSE:5070 ) price-to-sales (or "P/S") ratio of 0.7x right now seems quite...お知らせ • Apr 06DRAFT Inc. to Report Q1, 2024 Results on May 13, 2024DRAFT Inc. announced that they will report Q1, 2024 results on May 13, 2024お知らせ • Mar 08+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Fiscal Year Ending December 31, 2024DRAFT Inc. provided consolidated earnings guidance for the first half and full fiscal year ending December 31, 2024. For the first half, the company expects net sales of JPY 6,000 million, operating profit of JPY 480 million, profit attributable to owners of parent of JPY 310 million, and basic earnings per share of JPY 30.87.For the year, the company expects net sales of JPY 12,000 million, operating profit of JPY 980 million, profit attributable to owners of parent of JPY 580 million, and basic earnings per share of JPY 57.75.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥825, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 18x in the Professional Services industry in Japan. Total loss to shareholders of 21% over the past three years.お知らせ • Feb 15DRAFT Inc., Annual General Meeting, Mar 28, 2024DRAFT Inc., Annual General Meeting, Mar 28, 2024.Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥51.39 (vs JP¥2.09 in FY 2022)Full year 2023 results: EPS: JP¥51.39 (up from JP¥2.09 in FY 2022). Revenue: JP¥10.7b (up 29% from FY 2022). Net income: JP¥516.0m (up JP¥495.0m from FY 2022). Profit margin: 4.8% (up from 0.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 43% 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.お知らせ • Jan 11DRAFT Inc. to Report Fiscal Year 2023 Results on Feb 13, 2024DRAFT Inc. announced that they will report fiscal year 2023 results on Feb 13, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥6.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.2%).New Risk • Nov 22New major risk - Revenue and earnings growthEarnings have declined by 29% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥5.21b market cap, or US$35.1m).お知らせ • Nov 20+ 1 more updateDraft Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2023DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2023. For the year, the company expects net sales of JPY 10,500 millions, operating profit of JPY 780 millions, profit attributable to owners of parent of JPY 450 millions, and basic earnings per share of JPY 44.82.Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: JP¥9.06 (vs JP¥21.02 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.06 (up from JP¥21.02 loss in 3Q 2022). Revenue: JP¥2.18b (up 104% from 3Q 2022). Net income: JP¥91.0m (up JP¥302.0m from 3Q 2022). Profit margin: 4.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.お知らせ • Sep 27DRAFT Inc. to Report Q3, 2023 Results on Nov 13, 2023DRAFT Inc. announced that they will report Q3, 2023 results on Nov 13, 2023お知らせ • Aug 22+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 2023DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 2023 . For the year, the company expects net sales of JPY 10,500 million against previous guidance of JPY 10,000 million, operating profit of JPY 780 million against previous guidance of JPY 480 million, profit attributable to owners of parent of JPY 450 million against previous guidance of JPY 300 million and basic earnings per share of JPY 44.82 against previous guidance of JPY 29.89.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: JP¥5.88 (vs JP¥2.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.88 (up from JP¥2.99 in 2Q 2022). Revenue: JP¥2.32b (up 8.6% from 2Q 2022). Net income: JP¥59.0m (up 97% from 2Q 2022). Profit margin: 2.5% (up from 1.4% in 2Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Professional Services industry in Japan.New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% 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 (6.0% average weekly change). Market cap is less than US$100m (JP¥4.90b market cap, or US$33.7m).お知らせ • Jun 28DRAFT Inc. to Report Q2, 2023 Results on Aug 14, 2023DRAFT Inc. announced that they will report Q2, 2023 results on Aug 14, 2023お知らせ • Jun 02+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending December 31, 2023DRAFT Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending December 31, 2023. For the first half year, the company expects net sales to be JPY 3,800 million. Operating loss to be JPY 287 million. Loss attributable to owners of parent to be JPY 294 million. Basic loss per share to be JPY 29.28.For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 480 million. Profit attributable to owners of parent to be JPY 300 million. Basic earnings per share to be JPY 29.89.Reported Earnings • Feb 16Full year 2022 earnings released: EPS: JP¥2.09 (vs JP¥61.90 in FY 2021)Full year 2022 results: EPS: JP¥2.09 (down from JP¥61.90 in FY 2021). Revenue: JP¥8.29b (up 3.2% from FY 2021). Net income: JP¥21.0m (down 96% from FY 2021). Profit margin: 0.3% (down from 7.1% in FY 2021). The decrease in margin was driven by higher expenses.お知らせ • Dec 28DRAFT Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023DRAFT Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).お知らせ • Dec 15+ 1 more updateDRAFT Inc. Provides Dividend Guidance for the Year Ending December 31, 2022DRAFT Inc. provided dividend guidance for the year ending December 31, 2022 of JPY 5.00 per share compared to JPY 5.00 per share a year ago.Reported Earnings • Nov 16Third quarter 2022 earnings released: JP¥21.02 loss per share (vs JP¥27.63 profit in 3Q 2021)Third quarter 2022 results: JP¥21.02 loss per share (down from JP¥27.63 profit in 3Q 2021). Revenue: JP¥1.07b (down 64% from 3Q 2021). Net loss: JP¥211.0m (down 182% from profit in 3Q 2021).Reported Earnings • Nov 13Third quarter 2022 earnings released: JP¥21.02 loss per share (vs JP¥27.63 profit in 3Q 2021)Third quarter 2022 results: JP¥21.02 loss per share (down from JP¥27.63 profit in 3Q 2021). Revenue: JP¥1.07b (down 64% from 3Q 2021). Net loss: JP¥211.0m (down 182% from profit in 3Q 2021).お知らせ • Oct 08DRAFT Inc. to Report Q3, 2022 Results on Nov 11, 2022DRAFT Inc. announced that they will report Q3, 2022 results on Nov 11, 2022お知らせ • Aug 30+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2022DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2022. For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 960 million. Profit attributable to owners of parent to be JPY 600 million. Basic earnings per share to be JPY 59.78.Reported Earnings • Aug 14Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: JP¥2.99. Revenue: JP¥2.13b (flat on 2Q 2021). Net income: JP¥30.0m (up JP¥30.0m from 2Q 2021). Profit margin: 1.4% (up from null in 2Q 2021).お知らせ • Jul 07DRAFT Inc. to Report Q2, 2022 Results on Aug 12, 2022DRAFT Inc. announced that they will report Q2, 2022 results on Aug 12, 2022お知らせ • May 25+ 1 more updateDraft Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending December 31, 2022DRAFT Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending December 31, 2022. For the first half year, the company expects net sales to be JPY 4,500 million. Operating profit to be JPY 275 million. Profit attributable to owners of parent to be JPY 170 million. Basic earnings per share to be JPY 16.94.For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 960 million. Profit attributable to owners of parent to be JPY 600 million. Basic earnings per share to be JPY 59.78.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥700, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 21x in the Professional Services industry in Japan. Total loss to shareholders of 27% over the past year.お知らせ • Apr 15DRAFT Inc. to Report Q1, 2022 Results on May 12, 2022DRAFT Inc. announced that they will report Q1, 2022 results on May 12, 2022Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥513, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Professional Services industry in Japan. Total loss to shareholders of 48% over the past year.Reported Earnings • Feb 16Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: JP¥61.90 (up from JP¥55.50 in FY 2020). Revenue: JP¥8.03b (up 13% from FY 2020). Net income: JP¥574.0m (up 19% from FY 2020). Profit margin: 7.1% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) exceeded analyst estimates by 26%. Over the next year, revenue is forecast to grow 24%, compared to a 13% growth forecast for the industry in Japan.お知らせ • Feb 16DRAFT Inc., Annual General Meeting, Mar 24, 2022DRAFT Inc., Annual General Meeting, Mar 24, 2022.お知らせ • Feb 04DRAFT Inc. Revises Earnings Guidance for the Fiscal Year Ended December 2021DRAFT Inc. revised earnings guidance for the fiscal year ended December 2021. The company expected net sales of JPY 8,032 million compared to previous guidance of JPY 8,300 million, operating profit of JPY 950 million compared to previous guidance of JPY 700 million, ordinary profit of JPY 945 million compared to previous guidance of JPY 680 million, profit attributable to owners of parent of JPY 570 million compared to previous guidance of JPY 440 million or EPS of JPY 61.38 compared to previous guidance of JPY 47.56.Upcoming Dividend • Dec 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 26 March 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (0.7%).お知らせ • Nov 27DRAFT Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2021DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2021. For the year, the company expects net sales to be JPY 8,300 million. Operating profit to be JPY 700 million. Profit attributable to owners of parent to be JPY 440 million. Basic earnings per share to be JPY 47.56.お知らせ • Aug 21DRAFT Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2021DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2021. For the year, the company expects net sales of JPY 8,300 million, Operating profit of JPY 700 million, Profit attributable to owners of parent of JPY 440 million and Earnings per share of JPY 47.56.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥997, the stock is trading at a trailing P/E ratio of 18x, down from the previous P/E ratio of 22.1x. This compares to an average P/E of 23x in the Professional Services industry in Japan.Is New 90 Day High Low • Mar 08New 90-day low: JP¥995The company is down 28% from its price of JP¥1,390 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 11% over the same period.お知らせ • Feb 28+ 2 more updatesDRAFT Inc. to Report Q3, 2021 Results on Nov 11, 2021DRAFT Inc. announced that they will report Q3, 2021 results on Nov 11, 2021お知らせ • Feb 17DRAFT Inc., Annual General Meeting, Mar 25, 2021DRAFT Inc., Annual General Meeting, Mar 25, 2021.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,183, the stock is trading at a trailing P/E ratio of 30.1x, up from the previous P/E ratio of 25.8x. This compares to an average P/E of 21x in the Professional Services industry in Japan.お知らせ • Dec 12DRAFT Inc. to Report Q3, 2021 Results on Feb 15, 2021DRAFT Inc. announced that they will report Q3, 2021 results on Feb 15, 2021Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorated over the past weekAfter last week's 61% share price decline to JP¥1,252, the stock is trading at a trailing P/E ratio of 15.9x, down from the previous P/E ratio of 40.4x. This compares to an average P/E of 21x in the Professional Services industry in Japan.Valuation Update With 7 Day Price Move • Dec 03Market bids up stock over the past weekAfter last week's 21% share price gain to JP¥2,875, the stock is trading at a trailing P/E ratio of 36.6x, up from the previous P/E ratio of 30.2x. This compares to an average P/E of 22x in the Professional Services industry in Japan.Is New 90 Day High Low • Dec 01New 90-day high: JP¥2,604The company is up 80% from its price of JP¥1,448 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 13% over the same period.お知らせ • Jul 05DRAFT Inc. to Report Q1, 2021 Results on Aug 12, 2020DRAFT Inc. announced that they will report Q1, 2021 results on Aug 12, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、DRAFT 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:5070 - 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9/30/20257,466-482N/AN/AN/A6/30/20258,765-187-2,343-1,353N/A3/31/202510,894239N/AN/AN/A12/31/202412,2766461,1342,024N/A9/30/202414,2891,006N/AN/AN/A6/30/202413,4829701,2911,754N/A3/31/202411,889872N/AN/AN/A12/31/202310,702516-338234N/A9/30/202310,202310N/AN/AN/A6/30/20239,0898124767N/A3/31/20238,906-21N/AN/AN/A12/31/20228,28721-513-207N/A9/30/20227,126-52N/AN/AN/A6/30/20227,58419357290N/A3/31/20227,437330N/AN/AN/A12/31/20218,0325741,1991,253N/A12/31/20207,117484-680451N/A3/31/20206,041297-139-107N/A3/31/20194,696260N/AN/AN/A3/31/20184,340172N/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: 5070の予測収益成長が 貯蓄率 ( 0.6% ) 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: 5070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: 5070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: 5070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: 5070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: 5070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2025/12/16 03:08終値2025/12/11 00:00収益2025/09/30年間収益2024/12/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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DRAFT 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。1 アナリスト機関Keita FujinoThe Stock Research Center
お知らせ • Feb 25+ 2 more updatesDRAFT Inc. Provides Earnings Guidance for the First Half of Fiscal Year Ending December 31, 2025 and Full Year Ending December 31, 2025DRAFT Inc. provides earnings guidance for the first half of fiscal year ending December 31, 2025 and full year ending December 31, 2025. For the first half, the company expects net sales to be JPY 4,600 million, operating loss to be JPY 260 million, loss attributable to owners of parent to be JPY 296 million or JPY 29.47 per basic share. For the full year, the company expects net sales to be JPY 13,300 million, operating profit to be JPY 1,150million, profit attributable to owners of parent to be JPY 670 million or JPY 66.71 per basic share.
お知らせ • Mar 08+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Fiscal Year Ending December 31, 2024DRAFT Inc. provided consolidated earnings guidance for the first half and full fiscal year ending December 31, 2024. For the first half, the company expects net sales of JPY 6,000 million, operating profit of JPY 480 million, profit attributable to owners of parent of JPY 310 million, and basic earnings per share of JPY 30.87.For the year, the company expects net sales of JPY 12,000 million, operating profit of JPY 980 million, profit attributable to owners of parent of JPY 580 million, and basic earnings per share of JPY 57.75.
お知らせ • Nov 20+ 1 more updateDraft Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2023DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2023. For the year, the company expects net sales of JPY 10,500 millions, operating profit of JPY 780 millions, profit attributable to owners of parent of JPY 450 millions, and basic earnings per share of JPY 44.82.
お知らせ • Aug 22+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 2023DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 2023 . For the year, the company expects net sales of JPY 10,500 million against previous guidance of JPY 10,000 million, operating profit of JPY 780 million against previous guidance of JPY 480 million, profit attributable to owners of parent of JPY 450 million against previous guidance of JPY 300 million and basic earnings per share of JPY 44.82 against previous guidance of JPY 29.89.
お知らせ • Jun 02+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending December 31, 2023DRAFT Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending December 31, 2023. For the first half year, the company expects net sales to be JPY 3,800 million. Operating loss to be JPY 287 million. Loss attributable to owners of parent to be JPY 294 million. Basic loss per share to be JPY 29.28.For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 480 million. Profit attributable to owners of parent to be JPY 300 million. Basic earnings per share to be JPY 29.89.
お知らせ • Aug 30+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2022DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2022. For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 960 million. Profit attributable to owners of parent to be JPY 600 million. Basic earnings per share to be JPY 59.78.
Reported Earnings • Nov 18Third quarter 2025 earnings released: JP¥16.70 loss per share (vs JP¥12.65 profit in 3Q 2024)Third quarter 2025 results: JP¥16.70 loss per share (down from JP¥12.65 profit in 3Q 2024). Revenue: JP¥1.69b (down 44% from 3Q 2024). Net loss: JP¥168.0m (down 232% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 02DRAFT Inc. to Report Q3, 2025 Results on Nov 14, 2025DRAFT Inc. announced that they will report Q3, 2025 results on Nov 14, 2025
お知らせ • Oct 01Taiju Yamashita completed the acquisition of 42.28% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.1 billion.Taiju Yamashita proposed to acquire 49.02% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.7 billion on August 14, 2025. A cash consideration of ¥5800 valued at ¥1 per share , of ¥3.69 billion valued at ¥750 per share and of ¥0.04 million will be paid by the buyer. As part of consideration, ¥5800 is paid towards First Series Stock Acquisition Rights rights, ¥0.02 million is paid towards Second Series Stock Acquisition Rights rights, ¥0.02 million is paid towards Third Series Stock Acquisition Rights rights and ¥3.69 billion is paid towards common equity of DRAFT Inc. Taiju Yamashita completed the acquisition of 42.28% stake in DRAFT Inc. (TSE:5070) from Yamashita and others for ¥3.1 billion on September 29, 2025.
分析記事 • Aug 19Market Participants Recognise DRAFT Inc.'s (TSE:5070) Revenues Pushing Shares 38% HigherTSE:5070 1 Year Share Price vs Fair Value Explore DRAFT's Fair Values from the Community and select yours DRAFT Inc...
Reported Earnings • Aug 16Second quarter 2025 earnings released: JP¥26.78 loss per share (vs JP¥15.63 profit in 2Q 2024)Second quarter 2025 results: JP¥26.78 loss per share (down from JP¥15.63 profit in 2Q 2024). Revenue: JP¥1.78b (down 55% from 2Q 2024). Net loss: JP¥269.0m (down 271% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥671, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 24% over the past three years.
お知らせ • Jul 02DRAFT Inc. to Report Q2, 2025 Results on Aug 14, 2025DRAFT Inc. announced that they will report Q2, 2025 results on Aug 14, 2025
New Risk • May 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 7.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (JP¥5.41b market cap, or US$37.1m).
Reported Earnings • May 18First quarter 2025 earnings released: JP¥22.10 loss per share (vs JP¥18.42 profit in 1Q 2024)First quarter 2025 results: JP¥22.10 loss per share (down from JP¥18.42 profit in 1Q 2024). Revenue: JP¥1.40b (down 50% from 1Q 2024). Net loss: JP¥222.0m (down 220% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
New Risk • Apr 07New 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 5.5% 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 (5.5% average weekly change). Market cap is less than US$100m (JP¥4.61b market cap, or US$31.5m).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥459, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 25% over the past three years.
お知らせ • Mar 05DRAFT Inc. to Report Q1, 2025 Results on May 14, 2025DRAFT Inc. announced that they will report Q1, 2025 results on May 14, 2025
お知らせ • Feb 25+ 2 more updatesDRAFT Inc. Provides Earnings Guidance for the First Half of Fiscal Year Ending December 31, 2025 and Full Year Ending December 31, 2025DRAFT Inc. provides earnings guidance for the first half of fiscal year ending December 31, 2025 and full year ending December 31, 2025. For the first half, the company expects net sales to be JPY 4,600 million, operating loss to be JPY 260 million, loss attributable to owners of parent to be JPY 296 million or JPY 29.47 per basic share. For the full year, the company expects net sales to be JPY 13,300 million, operating profit to be JPY 1,150million, profit attributable to owners of parent to be JPY 670 million or JPY 66.71 per basic share.
分析記事 • Feb 21We Think DRAFT's (TSE:5070) Profit Is Only A Baseline For What They Can AchieveInvestors were underwhelmed by the solid earnings posted by DRAFT Inc. ( TSE:5070 ) recently. Our analysis says that...
Reported Earnings • Feb 17Full year 2024 earnings released: EPS: JP¥64.32 (vs JP¥51.39 in FY 2023)Full year 2024 results: EPS: JP¥64.32 (up from JP¥51.39 in FY 2023). Revenue: JP¥12.3b (up 15% from FY 2023). Net income: JP¥646.0m (up 25% from FY 2023). Profit margin: 5.3% (up from 4.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 14DRAFT Inc., Annual General Meeting, Mar 27, 2025DRAFT Inc., Annual General Meeting, Mar 27, 2025.
Upcoming Dividend • Dec 20Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (0.9%).
お知らせ • Dec 07DRAFT Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025DRAFT Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: JP¥12.65 (vs JP¥9.06 in 3Q 2023)Third quarter 2024 results: EPS: JP¥12.65 (up from JP¥9.06 in 3Q 2023). Revenue: JP¥2.99b (up 37% from 3Q 2023). Net income: JP¥127.0m (up 40% from 3Q 2023). Profit margin: 4.3% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 62% 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 • Oct 30+ 1 more updateDRAFT Inc. Announces Change in Dividend PolicyDRAFT Inc. announced that it has resolved at the Board of Directors meeting held on October 24, 2024 to change the dividend policy. Before change: For returning profits to shareholders, the Company aims to pay dividends (interim and year-end) with a target payout ratio of 20%, on a consolidated profit attributable to owners of parent basis, while securing retained earnings necessary to invest in future business development and reinforce the management structure. After change: For returning profits to shareholders, the Company aims to increase dividends every fiscal year to the extent possible under a basic policy to maintain progressive dividends (note), while securing retained earnings necessary to invest in future business development and reinforce the management structure.
分析記事 • Oct 28DRAFT's (TSE:5070) Dividend Will Be Increased To ¥7.00DRAFT Inc.'s ( TSE:5070 ) periodic dividend will be increasing on the 31st of March to ¥7.00, with investors receiving...
分析記事 • Oct 04DRAFT (TSE:5070) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Oct 01DRAFT Inc. to Report Q3, 2024 Results on Nov 12, 2024DRAFT Inc. announced that they will report Q3, 2024 results on Nov 12, 2024
Declared Dividend • Aug 15Dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (7% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% 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 (5.4% average weekly change). Market cap is less than US$100m (JP¥5.09b market cap, or US$34.2m).
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥507, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 16x in the Professional Services industry in Japan. Total loss to shareholders of 34% over the past three years.
お知らせ • Jun 06DRAFT Inc. to Report Q2, 2024 Results on Aug 13, 2024DRAFT Inc. announced that they will report Q2, 2024 results on Aug 13, 2024
Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥18.42 (vs JP¥17.03 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥18.42 (up from JP¥17.03 loss in 1Q 2023). Revenue: JP¥2.78b (up 75% from 1Q 2023). Net income: JP¥185.0m (up JP¥356.0m from 1Q 2023). Profit margin: 6.7% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.
分析記事 • May 08Investors Holding Back On DRAFT Inc. (TSE:5070)It's not a stretch to say that DRAFT Inc.'s ( TSE:5070 ) price-to-sales (or "P/S") ratio of 0.7x right now seems quite...
お知らせ • Apr 06DRAFT Inc. to Report Q1, 2024 Results on May 13, 2024DRAFT Inc. announced that they will report Q1, 2024 results on May 13, 2024
お知らせ • Mar 08+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Fiscal Year Ending December 31, 2024DRAFT Inc. provided consolidated earnings guidance for the first half and full fiscal year ending December 31, 2024. For the first half, the company expects net sales of JPY 6,000 million, operating profit of JPY 480 million, profit attributable to owners of parent of JPY 310 million, and basic earnings per share of JPY 30.87.For the year, the company expects net sales of JPY 12,000 million, operating profit of JPY 980 million, profit attributable to owners of parent of JPY 580 million, and basic earnings per share of JPY 57.75.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥825, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 18x in the Professional Services industry in Japan. Total loss to shareholders of 21% over the past three years.
お知らせ • Feb 15DRAFT Inc., Annual General Meeting, Mar 28, 2024DRAFT Inc., Annual General Meeting, Mar 28, 2024.
Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥51.39 (vs JP¥2.09 in FY 2022)Full year 2023 results: EPS: JP¥51.39 (up from JP¥2.09 in FY 2022). Revenue: JP¥10.7b (up 29% from FY 2022). Net income: JP¥516.0m (up JP¥495.0m from FY 2022). Profit margin: 4.8% (up from 0.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 43% 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.
お知らせ • Jan 11DRAFT Inc. to Report Fiscal Year 2023 Results on Feb 13, 2024DRAFT Inc. announced that they will report fiscal year 2023 results on Feb 13, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥6.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.2%).
New Risk • Nov 22New major risk - Revenue and earnings growthEarnings have declined by 29% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥5.21b market cap, or US$35.1m).
お知らせ • Nov 20+ 1 more updateDraft Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2023DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2023. For the year, the company expects net sales of JPY 10,500 millions, operating profit of JPY 780 millions, profit attributable to owners of parent of JPY 450 millions, and basic earnings per share of JPY 44.82.
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: JP¥9.06 (vs JP¥21.02 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥9.06 (up from JP¥21.02 loss in 3Q 2022). Revenue: JP¥2.18b (up 104% from 3Q 2022). Net income: JP¥91.0m (up JP¥302.0m from 3Q 2022). Profit margin: 4.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 27DRAFT Inc. to Report Q3, 2023 Results on Nov 13, 2023DRAFT Inc. announced that they will report Q3, 2023 results on Nov 13, 2023
お知らせ • Aug 22+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 2023DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 2023 . For the year, the company expects net sales of JPY 10,500 million against previous guidance of JPY 10,000 million, operating profit of JPY 780 million against previous guidance of JPY 480 million, profit attributable to owners of parent of JPY 450 million against previous guidance of JPY 300 million and basic earnings per share of JPY 44.82 against previous guidance of JPY 29.89.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: JP¥5.88 (vs JP¥2.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.88 (up from JP¥2.99 in 2Q 2022). Revenue: JP¥2.32b (up 8.6% from 2Q 2022). Net income: JP¥59.0m (up 97% from 2Q 2022). Profit margin: 2.5% (up from 1.4% in 2Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Professional Services industry in Japan.
New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% 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 (6.0% average weekly change). Market cap is less than US$100m (JP¥4.90b market cap, or US$33.7m).
お知らせ • Jun 28DRAFT Inc. to Report Q2, 2023 Results on Aug 14, 2023DRAFT Inc. announced that they will report Q2, 2023 results on Aug 14, 2023
お知らせ • Jun 02+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending December 31, 2023DRAFT Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending December 31, 2023. For the first half year, the company expects net sales to be JPY 3,800 million. Operating loss to be JPY 287 million. Loss attributable to owners of parent to be JPY 294 million. Basic loss per share to be JPY 29.28.For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 480 million. Profit attributable to owners of parent to be JPY 300 million. Basic earnings per share to be JPY 29.89.
Reported Earnings • Feb 16Full year 2022 earnings released: EPS: JP¥2.09 (vs JP¥61.90 in FY 2021)Full year 2022 results: EPS: JP¥2.09 (down from JP¥61.90 in FY 2021). Revenue: JP¥8.29b (up 3.2% from FY 2021). Net income: JP¥21.0m (down 96% from FY 2021). Profit margin: 0.3% (down from 7.1% in FY 2021). The decrease in margin was driven by higher expenses.
お知らせ • Dec 28DRAFT Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023DRAFT Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).
お知らせ • Dec 15+ 1 more updateDRAFT Inc. Provides Dividend Guidance for the Year Ending December 31, 2022DRAFT Inc. provided dividend guidance for the year ending December 31, 2022 of JPY 5.00 per share compared to JPY 5.00 per share a year ago.
Reported Earnings • Nov 16Third quarter 2022 earnings released: JP¥21.02 loss per share (vs JP¥27.63 profit in 3Q 2021)Third quarter 2022 results: JP¥21.02 loss per share (down from JP¥27.63 profit in 3Q 2021). Revenue: JP¥1.07b (down 64% from 3Q 2021). Net loss: JP¥211.0m (down 182% from profit in 3Q 2021).
Reported Earnings • Nov 13Third quarter 2022 earnings released: JP¥21.02 loss per share (vs JP¥27.63 profit in 3Q 2021)Third quarter 2022 results: JP¥21.02 loss per share (down from JP¥27.63 profit in 3Q 2021). Revenue: JP¥1.07b (down 64% from 3Q 2021). Net loss: JP¥211.0m (down 182% from profit in 3Q 2021).
お知らせ • Oct 08DRAFT Inc. to Report Q3, 2022 Results on Nov 11, 2022DRAFT Inc. announced that they will report Q3, 2022 results on Nov 11, 2022
お知らせ • Aug 30+ 1 more updateDRAFT Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2022DRAFT Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2022. For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 960 million. Profit attributable to owners of parent to be JPY 600 million. Basic earnings per share to be JPY 59.78.
Reported Earnings • Aug 14Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: JP¥2.99. Revenue: JP¥2.13b (flat on 2Q 2021). Net income: JP¥30.0m (up JP¥30.0m from 2Q 2021). Profit margin: 1.4% (up from null in 2Q 2021).
お知らせ • Jul 07DRAFT Inc. to Report Q2, 2022 Results on Aug 12, 2022DRAFT Inc. announced that they will report Q2, 2022 results on Aug 12, 2022
お知らせ • May 25+ 1 more updateDraft Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending December 31, 2022DRAFT Inc. provided consolidated earnings guidance for the first half and full year of fiscal ending December 31, 2022. For the first half year, the company expects net sales to be JPY 4,500 million. Operating profit to be JPY 275 million. Profit attributable to owners of parent to be JPY 170 million. Basic earnings per share to be JPY 16.94.For the full year, the company expects net sales to be JPY 10,000 million. Operating profit to be JPY 960 million. Profit attributable to owners of parent to be JPY 600 million. Basic earnings per share to be JPY 59.78.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥700, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 21x in the Professional Services industry in Japan. Total loss to shareholders of 27% over the past year.
お知らせ • Apr 15DRAFT Inc. to Report Q1, 2022 Results on May 12, 2022DRAFT Inc. announced that they will report Q1, 2022 results on May 12, 2022
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥513, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Professional Services industry in Japan. Total loss to shareholders of 48% over the past year.
Reported Earnings • Feb 16Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: JP¥61.90 (up from JP¥55.50 in FY 2020). Revenue: JP¥8.03b (up 13% from FY 2020). Net income: JP¥574.0m (up 19% from FY 2020). Profit margin: 7.1% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) exceeded analyst estimates by 26%. Over the next year, revenue is forecast to grow 24%, compared to a 13% growth forecast for the industry in Japan.
お知らせ • Feb 16DRAFT Inc., Annual General Meeting, Mar 24, 2022DRAFT Inc., Annual General Meeting, Mar 24, 2022.
お知らせ • Feb 04DRAFT Inc. Revises Earnings Guidance for the Fiscal Year Ended December 2021DRAFT Inc. revised earnings guidance for the fiscal year ended December 2021. The company expected net sales of JPY 8,032 million compared to previous guidance of JPY 8,300 million, operating profit of JPY 950 million compared to previous guidance of JPY 700 million, ordinary profit of JPY 945 million compared to previous guidance of JPY 680 million, profit attributable to owners of parent of JPY 570 million compared to previous guidance of JPY 440 million or EPS of JPY 61.38 compared to previous guidance of JPY 47.56.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 26 March 2022. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (0.7%).
お知らせ • Nov 27DRAFT Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2021DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2021. For the year, the company expects net sales to be JPY 8,300 million. Operating profit to be JPY 700 million. Profit attributable to owners of parent to be JPY 440 million. Basic earnings per share to be JPY 47.56.
お知らせ • Aug 21DRAFT Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2021DRAFT Inc. provided earnings guidance for the fiscal year ending December 31, 2021. For the year, the company expects net sales of JPY 8,300 million, Operating profit of JPY 700 million, Profit attributable to owners of parent of JPY 440 million and Earnings per share of JPY 47.56.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to JP¥997, the stock is trading at a trailing P/E ratio of 18x, down from the previous P/E ratio of 22.1x. This compares to an average P/E of 23x in the Professional Services industry in Japan.
Is New 90 Day High Low • Mar 08New 90-day low: JP¥995The company is down 28% from its price of JP¥1,390 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 11% over the same period.
お知らせ • Feb 28+ 2 more updatesDRAFT Inc. to Report Q3, 2021 Results on Nov 11, 2021DRAFT Inc. announced that they will report Q3, 2021 results on Nov 11, 2021
お知らせ • Feb 17DRAFT Inc., Annual General Meeting, Mar 25, 2021DRAFT Inc., Annual General Meeting, Mar 25, 2021.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,183, the stock is trading at a trailing P/E ratio of 30.1x, up from the previous P/E ratio of 25.8x. This compares to an average P/E of 21x in the Professional Services industry in Japan.
お知らせ • Dec 12DRAFT Inc. to Report Q3, 2021 Results on Feb 15, 2021DRAFT Inc. announced that they will report Q3, 2021 results on Feb 15, 2021
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorated over the past weekAfter last week's 61% share price decline to JP¥1,252, the stock is trading at a trailing P/E ratio of 15.9x, down from the previous P/E ratio of 40.4x. This compares to an average P/E of 21x in the Professional Services industry in Japan.
Valuation Update With 7 Day Price Move • Dec 03Market bids up stock over the past weekAfter last week's 21% share price gain to JP¥2,875, the stock is trading at a trailing P/E ratio of 36.6x, up from the previous P/E ratio of 30.2x. This compares to an average P/E of 22x in the Professional Services industry in Japan.
Is New 90 Day High Low • Dec 01New 90-day high: JP¥2,604The company is up 80% from its price of JP¥1,448 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 13% over the same period.
お知らせ • Jul 05DRAFT Inc. to Report Q1, 2021 Results on Aug 12, 2020DRAFT Inc. announced that they will report Q1, 2021 results on Aug 12, 2020