Management SolutionsLtd（7033）株式概要マネジメント・ソリューションズ株式会社は、マネジメント・コンサルティング、プロジェクト・マネジメントの実行、プロジェクト・マネジメントのトレーニング・サービスを提供しています。 詳細7033 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より56.3%で取引されている 過去5年間の収益は年間33.4%増加しました。 リスク分析リスクチェックの結果、7033 、リスクは検出されなかった。すべてのリスクチェックを見る7033 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥1.39k66.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture076b2016201920222025202620282031Revenue JP¥75.8bEarnings JP¥5.9bAdvancedSet Fair ValueView all narrativesManagement Solutions co.,Ltd. 競合他社Tanabe Consulting GroupLtdSymbol: TSE:9644Market cap: JP¥23.1bAsia Air SurveySymbol: TSE:9233Market cap: JP¥20.3bReiwa Accounting HoldingsSymbol: TSE:296AMarket cap: JP¥27.9bERI HoldingsSymbol: TSE:6083Market cap: JP¥27.9b価格と性能株価の高値、安値、推移の概要Management SolutionsLtd過去の株価現在の株価JP¥1,385.0052週高値JP¥2,301.0052週安値JP¥1,209.00ベータ1.41ヶ月の変化3.98%3ヶ月変化-6.42%1年変化-38.25%3年間の変化-53.08%5年間の変化-28.72%IPOからの変化219.62%最新ニュースReported Earnings • May 20First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: JP¥38.10. Net income: JP¥599.0m (up JP¥599.0m from 1Q 2025). 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 23% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 29Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥112 (up from JP¥107 in FY 2024). Revenue: JP¥23.1b (up 16% from FY 2024). Net income: JP¥1.80b (up 1.3% from FY 2024). Profit margin: 7.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • Feb 21Management Solutions Co., Ltd. Announces Changes in Chairman and Director Positions, Effective February 20, 2026Management Solutions Co. Ltd. announced that Akira Kaneko, Representative Director and President, has tendered his resignation due to health reasons, and the Board of Directors of the Company has accepted it on February 20, 2026. Shinya Takahashi will assume the roles of Representative Director, Chairman, and President. Shinya Takahashi was born in November 8, 1972. His career summary includes: Joined Andersen Consulting (currently Accenture) in September 1996, joined Ernst and Young Consulting (currently QUNIE) in September 1999, joined Sony Global Solutions in May 2003, joined Capgemini Japan (currently QUNIE) in October 2004, founded MSOL and was appointed President in July 2005, appointed President and CEO of MSOL in November 2012, appointed Director of MSOL Inc. in November 2013, appointed Director of MSOL-TW in November 2015, appointed Director of PROEVER in November 2015, appointed Director of Management Solutions (Shanghai) Co. Ltd. in November 2018, appointed Director of MSOL Inc. in February 2022 (to present), appointed Director of MSOL Digital Co. Ltd. in January 2024 (to present), and appointed Chairman of the Board of MSOL in January 2024 (to present). Akira Kaneko is scheduled to retire from his position as Director of the Company upon the conclusion of the 21st Annual General Meeting of Shareholders to be held on March 27, 2026.Reported Earnings • Feb 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥112 (up from JP¥107 in FY 2024). Revenue: JP¥23.1b (up 16% from FY 2024). Net income: JP¥1.80b (up 1.3% from FY 2024). Profit margin: 7.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Feb 17+ 3 more updatesManagement Solutions co.,Ltd. to Report Q4, 2026 Results on Feb 15, 2027Management Solutions co.,Ltd. announced that they will report Q4, 2026 results at 4:00 PM, Tokyo Standard Time on Feb 15, 2027New Risk • Feb 17New 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 5.7% 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 High level of non-cash earnings (28% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Share price has been volatile over the past 3 months (5.7% average weekly change).最新情報をもっと見るRecent updatesReported Earnings • May 20First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: JP¥38.10. Net income: JP¥599.0m (up JP¥599.0m from 1Q 2025). 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 23% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 29Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥112 (up from JP¥107 in FY 2024). Revenue: JP¥23.1b (up 16% from FY 2024). Net income: JP¥1.80b (up 1.3% from FY 2024). Profit margin: 7.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • Feb 21Management Solutions Co., Ltd. Announces Changes in Chairman and Director Positions, Effective February 20, 2026Management Solutions Co. Ltd. announced that Akira Kaneko, Representative Director and President, has tendered his resignation due to health reasons, and the Board of Directors of the Company has accepted it on February 20, 2026. Shinya Takahashi will assume the roles of Representative Director, Chairman, and President. Shinya Takahashi was born in November 8, 1972. His career summary includes: Joined Andersen Consulting (currently Accenture) in September 1996, joined Ernst and Young Consulting (currently QUNIE) in September 1999, joined Sony Global Solutions in May 2003, joined Capgemini Japan (currently QUNIE) in October 2004, founded MSOL and was appointed President in July 2005, appointed President and CEO of MSOL in November 2012, appointed Director of MSOL Inc. in November 2013, appointed Director of MSOL-TW in November 2015, appointed Director of PROEVER in November 2015, appointed Director of Management Solutions (Shanghai) Co. Ltd. in November 2018, appointed Director of MSOL Inc. in February 2022 (to present), appointed Director of MSOL Digital Co. Ltd. in January 2024 (to present), and appointed Chairman of the Board of MSOL in January 2024 (to present). Akira Kaneko is scheduled to retire from his position as Director of the Company upon the conclusion of the 21st Annual General Meeting of Shareholders to be held on March 27, 2026.Reported Earnings • Feb 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥112 (up from JP¥107 in FY 2024). Revenue: JP¥23.1b (up 16% from FY 2024). Net income: JP¥1.80b (up 1.3% from FY 2024). Profit margin: 7.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Feb 17+ 3 more updatesManagement Solutions co.,Ltd. to Report Q4, 2026 Results on Feb 15, 2027Management Solutions co.,Ltd. announced that they will report Q4, 2026 results at 4:00 PM, Tokyo Standard Time on Feb 15, 2027New Risk • Feb 17New 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 5.7% 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 High level of non-cash earnings (28% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Share price has been volatile over the past 3 months (5.7% average weekly change).お知らせ • Feb 16+ 2 more updatesManagement Solutions co.,Ltd., Annual General Meeting, Mar 27, 2026Management Solutions co.,Ltd., Annual General Meeting, Mar 27, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥32.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).分析記事 • Dec 03Management SolutionsLtd (TSE:7033) Is Paying Out A Larger Dividend Than Last YearThe board of Management Solutions co.,Ltd. ( TSE:7033 ) has announced that it will be paying its dividend of ¥32.00 on...New Risk • Oct 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Share price has been volatile over the past 3 months (6.1% average weekly change).Price Target Changed • Oct 11Price target decreased by 21% to JP¥1,560Down from JP¥1,980, the current price target is provided by 1 analyst. New target price is 9.2% above last closing price of JP¥1,429. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥120 for next year compared to JP¥107 last year.分析記事 • Aug 31Management SolutionsLtd (TSE:7033) Is Increasing Its Dividend To ¥32.00Management Solutions co.,Ltd. ( TSE:7033 ) will increase its dividend from last year's comparable payment on the 16th...分析記事 • Aug 17Management SolutionsLtd (TSE:7033) Is Increasing Its Dividend To ¥32.00Management Solutions co.,Ltd. ( TSE:7033 ) will increase its dividend from last year's comparable payment on the 16th...Declared Dividend • Aug 16Dividend increased to JP¥32.00Dividend of JP¥32.00 is 6.7% higher than last year. Ex-date: 29th December 2025 Payment date: 16th March 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 152% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Aug 15Here's Why We Think Management SolutionsLtd (TSE:7033) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,444, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Professional Services industry in Japan. Total loss to shareholders of 51% over the past three years.お知らせ • Jun 06+ 2 more updatesManagement Solutions co.,Ltd. to Report Q4, 2025 Results on Feb 16, 2026Management Solutions co.,Ltd. announced that they will report Q4, 2025 results at 3:30 PM, Tokyo Standard Time on Feb 16, 2026お知らせ • May 16Management Solutions co.,Ltd. (TSE:7033) announces an Equity Buyback for 600,000 shares, representing 3.56% for ¥1,000 million.Management Solutions co.,Ltd. (TSE:7033) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 3.56% of its share capital, for ¥1,000 million. The purpose of the program is to implement flexible share buybacks as part of company's shareholder return and capital policy. The program will expire on May 15, 2026. As of May 15, 2025, the company had 16,849,900 shares in issue (excluding treasury stock) and 527,267 shares in treasury.New Risk • May 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (28% accrual ratio).Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,313, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Professional Services industry in Japan. Total loss to shareholders of 48% over the past three years.分析記事 • May 07Management Solutions co.,Ltd.'s (TSE:7033) P/E Is Still On The Mark Following 36% Share Price BounceManagement Solutions co.,Ltd. ( TSE:7033 ) shares have had a really impressive month, gaining 36% after a shaky period...お知らせ • Apr 10Management Solutions co.,Ltd. to Report Q1, 2025 Results on May 15, 2025Management Solutions co.,Ltd. announced that they will report Q1, 2025 results on May 15, 2025Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,404, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Professional Services industry in Japan. Total loss to shareholders of 67% over the past three years.分析記事 • Apr 06Management SolutionsLtd (TSE:7033) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Apr 05Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥107 (up from JP¥99.89 in FY 2023). Revenue: JP¥19.9b (up 13% from FY 2023). Net income: JP¥1.77b (up 7.1% from FY 2023). Profit margin: 8.9% (down from 9.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.分析記事 • Feb 21We Think You Should Be Aware Of Some Concerning Factors In Management SolutionsLtd's (TSE:7033) EarningsFollowing the solid earnings report from Management Solutions co.,Ltd. ( TSE:7033 ), the market responded by bidding up...分析記事 • Feb 18Management Solutions co.,Ltd.'s (TSE:7033) P/E Is Still On The Mark Following 25% Share Price BounceManagement Solutions co.,Ltd. ( TSE:7033 ) shares have had a really impressive month, gaining 25% after a shaky period...お知らせ • Feb 17Management Solutions co.,Ltd., Annual General Meeting, Mar 28, 2025Management Solutions co.,Ltd., Annual General Meeting, Mar 28, 2025.Reported Earnings • Feb 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥107 (up from JP¥99.89 in FY 2023). Revenue: JP¥19.9b (up 13% from FY 2023). Net income: JP¥1.77b (up 7.1% from FY 2023). Profit margin: 8.9% (down from 9.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Feb 14Management Solutions Co.,Ltd. Announces Dividend for the Year Ended December 31, 2024, Effective March 14, 2025Management Solutions co.,Ltd. announced that at a meeting held on February 14,2025, the Board of Directors resolved to pay a dividend of surplus of JPY 30.00 per share with a record date of December 31, 2024 against JPY 18.00 per share paid a year ago. Effective date is March 14, 2025.分析記事 • Jan 28Management SolutionsLtd (TSE:7033) Is Investing Its Capital With Increasing EfficiencyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Reported Earnings • Dec 15Full year 2024 earnings released: EPS: JP¥103 (vs JP¥97.69 in FY 2023)Full year 2024 results: EPS: JP¥103 (up from JP¥97.69 in FY 2023). Revenue: JP¥19.5b (up 15% from FY 2023). Net income: JP¥1.71b (up 5.2% from FY 2023). Profit margin: 8.7% (in line with FY 2023). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.分析記事 • Oct 07Should You Investigate Management Solutions co.,Ltd. (TSE:7033) At JP¥1,824?Management Solutions co.,Ltd. ( TSE:7033 ), might not be a large cap stock, but it saw a significant share price rise...分析記事 • Sep 20Management Solutions co.,Ltd. (TSE:7033) Stocks Shoot Up 28% But Its P/E Still Looks ReasonableThe Management Solutions co.,Ltd. ( TSE:7033 ) share price has done very well over the last month, posting an excellent...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. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.5% average weekly change).Reported Earnings • Sep 15Third quarter 2024 earnings released: EPS: JP¥30.88 (vs JP¥23.87 in 3Q 2023)Third quarter 2024 results: EPS: JP¥30.88 (up from JP¥23.87 in 3Q 2023). Revenue: JP¥5.01b (up 16% from 3Q 2023). Net income: JP¥512.4m (up 29% from 3Q 2023). Profit margin: 10% (up from 9.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Sep 13Management Solutions co.,Ltd. (TSE:7033) announces an Equity Buyback for 405,000 shares, representing 2.41% for ¥500 million.Management Solutions co.,Ltd. (TSE:7033) announces a share repurchase program. Under the program, the company will repurchase up to 405,000 shares, representing 2.41% of its share capital, for ¥500 million. The purpose of the program is to implement flexible share buybacks as part of company's shareholder return and capital policy. The program will expire on November 30, 2024. As of July 31, 2024, the company had 16,822,700 shares in issue (excluding treasury stock) and 228,441 shares in treasury.分析記事 • Aug 06Positive Sentiment Still Eludes Management Solutions co.,Ltd. (TSE:7033) Following 28% Share Price SlumpTo the annoyance of some shareholders, Management Solutions co.,Ltd. ( TSE:7033 ) shares are down a considerable 28% in...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥991, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Professional Services industry in Japan. Total loss to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥465 per share.分析記事 • Aug 03Management SolutionsLtd (TSE:7033) Is Investing Its Capital With Increasing EfficiencyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Reported Earnings • Jun 16Second quarter 2024 earnings released: EPS: JP¥22.35 (vs JP¥24.36 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.35 (down from JP¥24.36 in 2Q 2023). Revenue: JP¥4.75b (up 13% from 2Q 2023). Net income: JP¥370.8m (down 8.2% from 2Q 2023). Profit margin: 7.8% (down from 9.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jun 15Management Solutions co.,Ltd. to Report 14 Months 2024 Results on Feb 17, 2025Management Solutions co.,Ltd. announced that they will report 14 months, 2024 results at 3:30 PM, Tokyo Standard Time on Feb 17, 2025お知らせ • Jun 14+ 1 more updateManagement Solutions co.,Ltd. to Report Q3, 2024 Results on Sep 13, 2024Management Solutions co.,Ltd. announced that they will report Q3, 2024 results at 3:30 PM, Tokyo Standard Time on Sep 13, 2024分析記事 • May 26Does Management SolutionsLtd (TSE:7033) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • May 10Is Management Solutions co.,Ltd. (TSE:7033) Potentially Undervalued?While Management Solutions co.,Ltd. ( TSE:7033 ) might not have the largest market cap around , it led the TSE gainers...お知らせ • Apr 10Management Solutions co.,Ltd. to Report Q2, 2024 Results on Jun 14, 2024Management Solutions co.,Ltd. announced that they will report Q2, 2024 results on Jun 14, 2024分析記事 • Mar 19With A 26% Price Drop For Management Solutions co.,Ltd. (TSE:7033) You'll Still Get What You Pay ForThe Management Solutions co.,Ltd. ( TSE:7033 ) share price has fared very poorly over the last month, falling by a...Reported Earnings • Mar 17First quarter 2024 earnings released: EPS: JP¥11.55 (vs JP¥9.29 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.55 (up from JP¥9.29 in 1Q 2023). Revenue: JP¥4.51b (up 18% from 1Q 2023). Net income: JP¥191.6m (up 24% from 1Q 2023). Profit margin: 4.2% (up from 4.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,345, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 15% over the past three years.Reported Earnings • Feb 03Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥97.69 (up from JP¥31.07 in FY 2022). Revenue: JP¥16.9b (up 41% from FY 2022). Net income: JP¥1.62b (up 213% from FY 2022). Profit margin: 9.6% (up from 4.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.1%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 01Management Solutions co.,Ltd. to Report Q1, 2024 Results on Mar 14, 2024Management Solutions co.,Ltd. announced that they will report Q1, 2024 results on Mar 14, 2024Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥3,305, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 86% over the past three years.Major Estimate Revision • Dec 21Consensus revenue estimates increase by 17%, EPS downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥21.3b to JP¥25.0b. EPS estimate fell from JP¥169 to JP¥158. Net income forecast to grow 62% next year vs 19% growth forecast for Professional Services industry in Japan. Consensus price target of JP¥5,000 unchanged from last update. Share price rose 28% to JP¥3,305 over the past week.Reported Earnings • Dec 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥97.74 (up from JP¥31.07 in FY 2022). Revenue: JP¥16.9b (up 41% from FY 2022). Net income: JP¥1.62b (up 213% from FY 2022). Profit margin: 9.6% (up from 4.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.1%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 14Management Solutions Co.,Ltd. Provides Earnings Guidance for the Year Ending December 31, 2024Management Solutions co.,Ltd. provided earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales of JPY 20,000 million, Operating Income of JPY 2,000 million, Profit Attributable to Owners of Parent of JPY 1,000 million and net income per share of JPY 100.00.お知らせ • Dec 09Management Solutions co.,Ltd., Annual General Meeting, Jan 30, 2024Management Solutions co.,Ltd., Annual General Meeting, Jan 30, 2024.お知らせ • Dec 08Management Solutions co.,Ltd. Announces Executive ChangesManagement Solutions Co. Ltd. (the Company) announced that its Board of Directors has informally decided at the Board of Directors meeting held on December 8, 2023, to change President & CEO. Approval on this matter will take place at the 19th Annual General Meeting of Shareholders on January 30, 2024, and at the Board of Directors meetings that follows the conclusion of the General Meeting of Shareholders. Reason for the Change: In order to further promote realization of the vision set by group, the Company has decided to reform management structure. Akira Kaneko, who will be newly appointed as President and CEO, has expanded the Company's business as General Manager of the Project Management division before and after the company went public on the Tokyo Stock Exchange. Moreover, Akira Kaneko launched the PROEVER business as General Manager of the division, and expanded sales as Director of MSOL China, a subsidiary of the Company. In mid-term business plan toward 2025, the company has built a strong organization to further expand profit-earning opportunities by launching a sales organization and turning to "Aggressive Sales Activities". In addition, a report by a major research firm indicates the potential market for PMO services is expected to be worth JPY 1 trillion by 2030. The company aims to further strengthen customer engagement, promote the development of potential markets, and expand its market share, and will take strong leadership based on Akira Kaneko's rich experience and achievements to firmly establish its steadfast position as a leading PMO company. As Chairman of the Board, Shinya Takahashi, the current President and CEO, will continue to support the new President and CEO in order to continuously develop the management organization after 2025, strengthen communication for alliances and M&A, and engage in investor relations activities. Furthermore, Shinya Takahashi will utilize his extensive experience acquired as a consultant to address issues in East Asia and Japan beyond the scope of a single company, such as educational disparities and social welfare, through activities beyond the business scope of Management Solutions Co. Ltd. Career Summary of New Candidates for Representative directors: Name: Akira KANEKO. Date of Birth October 5th, 1977. Education Graduated from Nihon University in March 2000. Career Summary: Apr. 2000 Joined F.C.C.Systems Co. Ltd. (current Fujitsu Ltd.); Sep. 2007 Joined Management Solutions Co. Ltd.; Nov. 2014 Executive Officer of the Company; Nov. 2018 Director, MSOL-TW; Apr. 2019 Director, Management Solutions (Shanghai) Co. Ltd.; Jan. 2023 Member of the Board (Current position); Feb. 2023 Director, Management Solutions (Shanghai) Co. Ltd. (Current position). Scheduled date of assumption: January 30,2024.お知らせ • Oct 29Management Solutions co.,Ltd. to Report Fiscal Year 2023 Results on Dec 14, 2023Management Solutions co.,Ltd. announced that they will report fiscal year 2023 results on Dec 14, 2023Upcoming Dividend • Oct 23Upcoming dividend of JP¥2.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 12 January 2024. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.4%).Reported Earnings • Sep 17Third quarter 2023 earnings released: EPS: JP¥23.87 (vs JP¥1.08 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.87 (up from JP¥1.08 in 3Q 2022). Revenue: JP¥4.31b (up 35% from 3Q 2022). Net income: JP¥396.0m (up JP¥378.0m from 3Q 2022). Profit margin: 9.2% (up from 0.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,235, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Professional Services industry in Japan. Total returns to shareholders of 108% over the past three years.お知らせ • Jul 29Management Solutions co.,Ltd. to Report Q3, 2023 Results on Sep 14, 2023Management Solutions co.,Ltd. announced that they will report Q3, 2023 results on Sep 14, 2023Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 46%After last week's 46% share price gain to JP¥4,425, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Professional Services industry in Japan. Total returns to shareholders of 202% over the past three years.New Risk • Jun 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (30% accrual ratio).Reported Earnings • Jun 16Second quarter 2023 earnings released: EPS: JP¥24.36 (vs JP¥0.72 in 2Q 2022)Second quarter 2023 results: EPS: JP¥24.36 (up from JP¥0.72 in 2Q 2022). Revenue: JP¥4.22b (up 50% from 2Q 2022). Net income: JP¥404.0m (up JP¥392.0m from 2Q 2022). Profit margin: 9.6% (up from 0.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% 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, earnings per share has increased by 59% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Mar 21Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥109 to JP¥87.50. Revenue forecast unchanged from JP¥16.7b at last update. Net income forecast to grow 228% next year vs 12% growth forecast for Professional Services industry in Japan. Consensus price target of JP¥5,000 unchanged from last update. Share price fell 7.7% to JP¥2,899 over the past week.Reported Earnings • Mar 15First quarter 2023 earnings released: EPS: JP¥9.29 (vs JP¥7.57 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.29 (up from JP¥7.57 in 1Q 2022). Revenue: JP¥3.82b (up 60% from 1Q 2022). Net income: JP¥154.0m (up 22% from 1Q 2022). Profit margin: 4.0% (down from 5.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year whereas the company’s share price has increased by 49% per year.Reported Earnings • Feb 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥31.07 (down from JP¥40.84 in FY 2021). Revenue: JP¥12.0b (up 63% from FY 2021). Net income: JP¥517.0m (down 24% from FY 2021). Profit margin: 4.3% (down from 9.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Management Solutions co.,Ltd. to Report Q1, 2023 Results on Mar 14, 2023Management Solutions co.,Ltd. announced that they will report Q1, 2023 results on Mar 14, 2023お知らせ • Dec 16Management Solutions co.,Ltd., Annual General Meeting, Jan 27, 2023Management Solutions co.,Ltd., Annual General Meeting, Jan 27, 2023.Reported Earnings • Dec 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥35.82 (down from JP¥40.84 in FY 2021). Revenue: JP¥12.0b (up 63% from FY 2021). Net income: JP¥596.0m (down 12% from FY 2021). Profit margin: 5.0% (down from 9.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 55% per year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Kunimasa Tamai was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 09Management Solutions co.,Ltd. to Report Fiscal Year 2022 Results on Dec 14, 2022Management Solutions co.,Ltd. announced that they will report fiscal year 2022 results on Dec 14, 2022Major Estimate Revision • Sep 21Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥12.4b to JP¥12.0b. EPS estimate also fell from JP¥50.40 per share to JP¥42.30 per share. Net income forecast to grow 232% next year vs 11% growth forecast for Professional Services industry in Japan. Consensus price target of JP¥4,000 unchanged from last update. Share price fell 8.2% to JP¥2,574 over the past week.Reported Earnings • Sep 15Third quarter 2022 earnings released: EPS: JP¥1.08 (vs JP¥10.65 in 3Q 2021)Third quarter 2022 results: EPS: JP¥1.08 (down from JP¥10.65 in 3Q 2021). Revenue: JP¥3.19b (up 61% from 3Q 2021). Net income: JP¥18.0m (down 90% from 3Q 2021). Profit margin: 0.6% (down from 8.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Jul 22Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from JP¥12.0b to JP¥12.4b. EPS estimate fell from JP¥56.30 to JP¥50.40 per share. Net income forecast to grow 113% next year vs 9.0% growth forecast for Professional Services industry in Japan. Consensus price target of JP¥4,000 unchanged from last update. Share price rose 6.5% to JP¥2,887 over the past week.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,580, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the Professional Services industry in Japan. Total returns to shareholders of 223% over the past three years.お知らせ • Jul 03Management Solutions co.,Ltd. to Report Q3, 2022 Results on Sep 14, 2022Management Solutions co.,Ltd. announced that they will report Q3, 2022 results on Sep 14, 2022お知らせ • Jun 24Management Solutions co.,Ltd. (TSE:7033) announces an Equity Buyback for 150,000 shares, representing 0.89% for ¥300 million.Management Solutions co.,Ltd. (TSE:7033) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 0.89% of its share capital, for ¥300 million. The purpose of the program is to enable the implementation of agile capital policies in response to changes in the business environment and shareholder returns and improvement of capital efficiency. The program will expire on August 31, 2022. As of April 30, 2022, the company had 16,783,300 shares in issue (excluding treasury stock) and 101,643 shares in treasury.Reported Earnings • Jun 16Second quarter 2022 earnings released: EPS: JP¥0.72 (vs JP¥7.78 in 2Q 2021)Second quarter 2022 results: EPS: JP¥0.72 (down from JP¥7.78 in 2Q 2021). Revenue: JP¥2.82b (up 60% from 2Q 2021). Net income: JP¥12.0m (down 91% from 2Q 2021). Profit margin: 0.4% (down from 7.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 53%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year and the company’s share price has also increased by 44% per year.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥3,215, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 20x in the Professional Services industry in Japan. Total returns to shareholders of 347% over the past three years.Price Target Changed • Apr 27Price target increased to JP¥4,000Up from JP¥2,645, the current price target is provided by 1 analyst. New target price is 15% below last closing price of JP¥4,710. Stock is up 142% over the past year. The company is forecast to post earnings per share of JP¥62.40 for next year compared to JP¥40.84 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Kunimasa Tamai was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Management Solutions co.,Ltd. to Report Q2, 2022 Results on Jun 14, 2022Management Solutions co.,Ltd. announced that they will report Q2, 2022 results on Jun 14, 2022Reported Earnings • Mar 15First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥7.57 (up from JP¥4.23 in 1Q 2021). Revenue: JP¥2.38b (up 58% from 1Q 2021). Net income: JP¥126.0m (up 80% from 1Q 2021). Profit margin: 5.3% (up from 4.6% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 50%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 03Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥40.84 (up from JP¥0.72 loss in FY 2020). Revenue: JP¥7.36b (up 41% from FY 2020). Net income: JP¥678.0m (up JP¥690.0m from FY 2020). Profit margin: 9.2% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 56%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Dec 19Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥40.84 (up from JP¥0.72 loss in FY 2020). Revenue: JP¥7.36b (up 41% from FY 2020). Net income: JP¥678.0m (up JP¥690.0m from FY 2020). Profit margin: 9.2% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.5%. Earnings per share (EPS) surpassed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 56%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 92% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Dec 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from JP¥9.85b to JP¥11.5b. EPS estimate fell from JP¥59.40 to JP¥56.35. Net income forecast to grow 140% next year vs 20% growth forecast for Professional Services industry in Japan. Consensus price target of JP¥3,300 unchanged from last update. Share price fell 5.1% to JP¥2,950 over the past week.株主還元7033JP Professional ServicesJP 市場7D2.4%4.8%1.5%1Y-38.3%5.2%38.9%株主還元を見る業界別リターン: 7033過去 1 年間で5.2 % の収益を上げたJP Professional Services業界を下回りました。リターン対市場: 7033は、過去 1 年間で38.9 % のリターンを上げたJP市場を下回りました。価格変動Is 7033's price volatile compared to industry and market?7033 volatility7033 Average Weekly Movement5.0%Professional Services Industry Average Movement4.1%Market Average Movement4.9%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 7033 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7033の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20051,621Shinya Takahashiwww.msols.comマネジメント・ソリューションズ株式会社は、経営コンサルティング、プロジェクトマネジメント実行支援、プロジェクトマネジメント教育サービスを提供しています。シェアードPMOやリモートPMOサービスなどのリモートPMOサービス（PMO ONLINE）、プロジェクトマネジメントソフトPROEVERなどのサービスを提供。また、チャットや電話会議システムを活用したPMのオンラインコンシェルジュサービス、プロジェクトマネジメント事務局支援サービス、MSOLデジタルのプロジェクトマネジメント支援サービス、実践的な研修プログラムを提供している。また、保険業界などのITシステムの開発・構築・運用・保守など、デジタルトランスフォーメーション支援、コンサルティング、システムインテグレーションサービスも手掛ける。同社は2005年に設立され、東京に本社を置いている。もっと見るManagement Solutions co.,Ltd. 基礎のまとめManagement SolutionsLtd の収益と売上を時価総額と比較するとどうか。7033 基礎統計学時価総額JP¥21.83b収益（TTM）JP¥1.83b売上高(TTM)JP¥23.69b11.9xPER（株価収益率0.9xP/Sレシオ7033 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計7033 損益計算書（TTM）収益JP¥23.69b売上原価JP¥13.94b売上総利益JP¥9.74bその他の費用JP¥7.91b収益JP¥1.83b直近の収益報告Mar 31, 2026次回決算日Aug 14, 2026一株当たり利益（EPS）116.24グロス・マージン41.12%純利益率7.74%有利子負債／自己資本比率10.0%7033 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.6%現在の配当利回り28%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/29 19:30終値2026/05/29 00:00収益2026/03/31年間収益2025/12/31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Management Solutions 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Masasuke AshizawaOkasan Securities Co. Ltd.
Reported Earnings • May 20First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: JP¥38.10. Net income: JP¥599.0m (up JP¥599.0m from 1Q 2025). 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 23% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 29Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥112 (up from JP¥107 in FY 2024). Revenue: JP¥23.1b (up 16% from FY 2024). Net income: JP¥1.80b (up 1.3% from FY 2024). Profit margin: 7.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • Feb 21Management Solutions Co., Ltd. Announces Changes in Chairman and Director Positions, Effective February 20, 2026Management Solutions Co. Ltd. announced that Akira Kaneko, Representative Director and President, has tendered his resignation due to health reasons, and the Board of Directors of the Company has accepted it on February 20, 2026. Shinya Takahashi will assume the roles of Representative Director, Chairman, and President. Shinya Takahashi was born in November 8, 1972. His career summary includes: Joined Andersen Consulting (currently Accenture) in September 1996, joined Ernst and Young Consulting (currently QUNIE) in September 1999, joined Sony Global Solutions in May 2003, joined Capgemini Japan (currently QUNIE) in October 2004, founded MSOL and was appointed President in July 2005, appointed President and CEO of MSOL in November 2012, appointed Director of MSOL Inc. in November 2013, appointed Director of MSOL-TW in November 2015, appointed Director of PROEVER in November 2015, appointed Director of Management Solutions (Shanghai) Co. Ltd. in November 2018, appointed Director of MSOL Inc. in February 2022 (to present), appointed Director of MSOL Digital Co. Ltd. in January 2024 (to present), and appointed Chairman of the Board of MSOL in January 2024 (to present). Akira Kaneko is scheduled to retire from his position as Director of the Company upon the conclusion of the 21st Annual General Meeting of Shareholders to be held on March 27, 2026.
Reported Earnings • Feb 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥112 (up from JP¥107 in FY 2024). Revenue: JP¥23.1b (up 16% from FY 2024). Net income: JP¥1.80b (up 1.3% from FY 2024). Profit margin: 7.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Feb 17+ 3 more updatesManagement Solutions co.,Ltd. to Report Q4, 2026 Results on Feb 15, 2027Management Solutions co.,Ltd. announced that they will report Q4, 2026 results at 4:00 PM, Tokyo Standard Time on Feb 15, 2027
New Risk • Feb 17New 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 5.7% 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 High level of non-cash earnings (28% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Share price has been volatile over the past 3 months (5.7% average weekly change).
Reported Earnings • May 20First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: JP¥38.10. Net income: JP¥599.0m (up JP¥599.0m from 1Q 2025). 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 23% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 29Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥112 (up from JP¥107 in FY 2024). Revenue: JP¥23.1b (up 16% from FY 2024). Net income: JP¥1.80b (up 1.3% from FY 2024). Profit margin: 7.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • Feb 21Management Solutions Co., Ltd. Announces Changes in Chairman and Director Positions, Effective February 20, 2026Management Solutions Co. Ltd. announced that Akira Kaneko, Representative Director and President, has tendered his resignation due to health reasons, and the Board of Directors of the Company has accepted it on February 20, 2026. Shinya Takahashi will assume the roles of Representative Director, Chairman, and President. Shinya Takahashi was born in November 8, 1972. His career summary includes: Joined Andersen Consulting (currently Accenture) in September 1996, joined Ernst and Young Consulting (currently QUNIE) in September 1999, joined Sony Global Solutions in May 2003, joined Capgemini Japan (currently QUNIE) in October 2004, founded MSOL and was appointed President in July 2005, appointed President and CEO of MSOL in November 2012, appointed Director of MSOL Inc. in November 2013, appointed Director of MSOL-TW in November 2015, appointed Director of PROEVER in November 2015, appointed Director of Management Solutions (Shanghai) Co. Ltd. in November 2018, appointed Director of MSOL Inc. in February 2022 (to present), appointed Director of MSOL Digital Co. Ltd. in January 2024 (to present), and appointed Chairman of the Board of MSOL in January 2024 (to present). Akira Kaneko is scheduled to retire from his position as Director of the Company upon the conclusion of the 21st Annual General Meeting of Shareholders to be held on March 27, 2026.
Reported Earnings • Feb 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥112 (up from JP¥107 in FY 2024). Revenue: JP¥23.1b (up 16% from FY 2024). Net income: JP¥1.80b (up 1.3% from FY 2024). Profit margin: 7.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Feb 17+ 3 more updatesManagement Solutions co.,Ltd. to Report Q4, 2026 Results on Feb 15, 2027Management Solutions co.,Ltd. announced that they will report Q4, 2026 results at 4:00 PM, Tokyo Standard Time on Feb 15, 2027
New Risk • Feb 17New 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 5.7% 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 High level of non-cash earnings (28% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Share price has been volatile over the past 3 months (5.7% average weekly change).
お知らせ • Feb 16+ 2 more updatesManagement Solutions co.,Ltd., Annual General Meeting, Mar 27, 2026Management Solutions co.,Ltd., Annual General Meeting, Mar 27, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥32.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 16 March 2026. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).
分析記事 • Dec 03Management SolutionsLtd (TSE:7033) Is Paying Out A Larger Dividend Than Last YearThe board of Management Solutions co.,Ltd. ( TSE:7033 ) has announced that it will be paying its dividend of ¥32.00 on...
New Risk • Oct 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Share price has been volatile over the past 3 months (6.1% average weekly change).
Price Target Changed • Oct 11Price target decreased by 21% to JP¥1,560Down from JP¥1,980, the current price target is provided by 1 analyst. New target price is 9.2% above last closing price of JP¥1,429. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥120 for next year compared to JP¥107 last year.
分析記事 • Aug 31Management SolutionsLtd (TSE:7033) Is Increasing Its Dividend To ¥32.00Management Solutions co.,Ltd. ( TSE:7033 ) will increase its dividend from last year's comparable payment on the 16th...
分析記事 • Aug 17Management SolutionsLtd (TSE:7033) Is Increasing Its Dividend To ¥32.00Management Solutions co.,Ltd. ( TSE:7033 ) will increase its dividend from last year's comparable payment on the 16th...
Declared Dividend • Aug 16Dividend increased to JP¥32.00Dividend of JP¥32.00 is 6.7% higher than last year. Ex-date: 29th December 2025 Payment date: 16th March 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 152% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 15Here's Why We Think Management SolutionsLtd (TSE:7033) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,444, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Professional Services industry in Japan. Total loss to shareholders of 51% over the past three years.
お知らせ • Jun 06+ 2 more updatesManagement Solutions co.,Ltd. to Report Q4, 2025 Results on Feb 16, 2026Management Solutions co.,Ltd. announced that they will report Q4, 2025 results at 3:30 PM, Tokyo Standard Time on Feb 16, 2026
お知らせ • May 16Management Solutions co.,Ltd. (TSE:7033) announces an Equity Buyback for 600,000 shares, representing 3.56% for ¥1,000 million.Management Solutions co.,Ltd. (TSE:7033) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 3.56% of its share capital, for ¥1,000 million. The purpose of the program is to implement flexible share buybacks as part of company's shareholder return and capital policy. The program will expire on May 15, 2026. As of May 15, 2025, the company had 16,849,900 shares in issue (excluding treasury stock) and 527,267 shares in treasury.
New Risk • May 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (28% accrual ratio).
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,313, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Professional Services industry in Japan. Total loss to shareholders of 48% over the past three years.
分析記事 • May 07Management Solutions co.,Ltd.'s (TSE:7033) P/E Is Still On The Mark Following 36% Share Price BounceManagement Solutions co.,Ltd. ( TSE:7033 ) shares have had a really impressive month, gaining 36% after a shaky period...
お知らせ • Apr 10Management Solutions co.,Ltd. to Report Q1, 2025 Results on May 15, 2025Management Solutions co.,Ltd. announced that they will report Q1, 2025 results on May 15, 2025
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,404, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Professional Services industry in Japan. Total loss to shareholders of 67% over the past three years.
分析記事 • Apr 06Management SolutionsLtd (TSE:7033) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Apr 05Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥107 (up from JP¥99.89 in FY 2023). Revenue: JP¥19.9b (up 13% from FY 2023). Net income: JP¥1.77b (up 7.1% from FY 2023). Profit margin: 8.9% (down from 9.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
分析記事 • Feb 21We Think You Should Be Aware Of Some Concerning Factors In Management SolutionsLtd's (TSE:7033) EarningsFollowing the solid earnings report from Management Solutions co.,Ltd. ( TSE:7033 ), the market responded by bidding up...
分析記事 • Feb 18Management Solutions co.,Ltd.'s (TSE:7033) P/E Is Still On The Mark Following 25% Share Price BounceManagement Solutions co.,Ltd. ( TSE:7033 ) shares have had a really impressive month, gaining 25% after a shaky period...
お知らせ • Feb 17Management Solutions co.,Ltd., Annual General Meeting, Mar 28, 2025Management Solutions co.,Ltd., Annual General Meeting, Mar 28, 2025.
Reported Earnings • Feb 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥107 (up from JP¥99.89 in FY 2023). Revenue: JP¥19.9b (up 13% from FY 2023). Net income: JP¥1.77b (up 7.1% from FY 2023). Profit margin: 8.9% (down from 9.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14Management Solutions Co.,Ltd. Announces Dividend for the Year Ended December 31, 2024, Effective March 14, 2025Management Solutions co.,Ltd. announced that at a meeting held on February 14,2025, the Board of Directors resolved to pay a dividend of surplus of JPY 30.00 per share with a record date of December 31, 2024 against JPY 18.00 per share paid a year ago. Effective date is March 14, 2025.
分析記事 • Jan 28Management SolutionsLtd (TSE:7033) Is Investing Its Capital With Increasing EfficiencyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Reported Earnings • Dec 15Full year 2024 earnings released: EPS: JP¥103 (vs JP¥97.69 in FY 2023)Full year 2024 results: EPS: JP¥103 (up from JP¥97.69 in FY 2023). Revenue: JP¥19.5b (up 15% from FY 2023). Net income: JP¥1.71b (up 5.2% from FY 2023). Profit margin: 8.7% (in line with FY 2023). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
分析記事 • Oct 07Should You Investigate Management Solutions co.,Ltd. (TSE:7033) At JP¥1,824?Management Solutions co.,Ltd. ( TSE:7033 ), might not be a large cap stock, but it saw a significant share price rise...
分析記事 • Sep 20Management Solutions co.,Ltd. (TSE:7033) Stocks Shoot Up 28% But Its P/E Still Looks ReasonableThe Management Solutions co.,Ltd. ( TSE:7033 ) share price has done very well over the last month, posting an excellent...
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. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.5% average weekly change).
Reported Earnings • Sep 15Third quarter 2024 earnings released: EPS: JP¥30.88 (vs JP¥23.87 in 3Q 2023)Third quarter 2024 results: EPS: JP¥30.88 (up from JP¥23.87 in 3Q 2023). Revenue: JP¥5.01b (up 16% from 3Q 2023). Net income: JP¥512.4m (up 29% from 3Q 2023). Profit margin: 10% (up from 9.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Sep 13Management Solutions co.,Ltd. (TSE:7033) announces an Equity Buyback for 405,000 shares, representing 2.41% for ¥500 million.Management Solutions co.,Ltd. (TSE:7033) announces a share repurchase program. Under the program, the company will repurchase up to 405,000 shares, representing 2.41% of its share capital, for ¥500 million. The purpose of the program is to implement flexible share buybacks as part of company's shareholder return and capital policy. The program will expire on November 30, 2024. As of July 31, 2024, the company had 16,822,700 shares in issue (excluding treasury stock) and 228,441 shares in treasury.
分析記事 • Aug 06Positive Sentiment Still Eludes Management Solutions co.,Ltd. (TSE:7033) Following 28% Share Price SlumpTo the annoyance of some shareholders, Management Solutions co.,Ltd. ( TSE:7033 ) shares are down a considerable 28% in...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥991, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Professional Services industry in Japan. Total loss to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥465 per share.
分析記事 • Aug 03Management SolutionsLtd (TSE:7033) Is Investing Its Capital With Increasing EfficiencyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Reported Earnings • Jun 16Second quarter 2024 earnings released: EPS: JP¥22.35 (vs JP¥24.36 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.35 (down from JP¥24.36 in 2Q 2023). Revenue: JP¥4.75b (up 13% from 2Q 2023). Net income: JP¥370.8m (down 8.2% from 2Q 2023). Profit margin: 7.8% (down from 9.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jun 15Management Solutions co.,Ltd. to Report 14 Months 2024 Results on Feb 17, 2025Management Solutions co.,Ltd. announced that they will report 14 months, 2024 results at 3:30 PM, Tokyo Standard Time on Feb 17, 2025
お知らせ • Jun 14+ 1 more updateManagement Solutions co.,Ltd. to Report Q3, 2024 Results on Sep 13, 2024Management Solutions co.,Ltd. announced that they will report Q3, 2024 results at 3:30 PM, Tokyo Standard Time on Sep 13, 2024
分析記事 • May 26Does Management SolutionsLtd (TSE:7033) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 10Is Management Solutions co.,Ltd. (TSE:7033) Potentially Undervalued?While Management Solutions co.,Ltd. ( TSE:7033 ) might not have the largest market cap around , it led the TSE gainers...
お知らせ • Apr 10Management Solutions co.,Ltd. to Report Q2, 2024 Results on Jun 14, 2024Management Solutions co.,Ltd. announced that they will report Q2, 2024 results on Jun 14, 2024
分析記事 • Mar 19With A 26% Price Drop For Management Solutions co.,Ltd. (TSE:7033) You'll Still Get What You Pay ForThe Management Solutions co.,Ltd. ( TSE:7033 ) share price has fared very poorly over the last month, falling by a...
Reported Earnings • Mar 17First quarter 2024 earnings released: EPS: JP¥11.55 (vs JP¥9.29 in 1Q 2023)First quarter 2024 results: EPS: JP¥11.55 (up from JP¥9.29 in 1Q 2023). Revenue: JP¥4.51b (up 18% from 1Q 2023). Net income: JP¥191.6m (up 24% from 1Q 2023). Profit margin: 4.2% (up from 4.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,345, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Feb 03Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥97.69 (up from JP¥31.07 in FY 2022). Revenue: JP¥16.9b (up 41% from FY 2022). Net income: JP¥1.62b (up 213% from FY 2022). Profit margin: 9.6% (up from 4.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.1%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 01Management Solutions co.,Ltd. to Report Q1, 2024 Results on Mar 14, 2024Management Solutions co.,Ltd. announced that they will report Q1, 2024 results on Mar 14, 2024
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improves as stock rises 28%After last week's 28% share price gain to JP¥3,305, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 86% over the past three years.
Major Estimate Revision • Dec 21Consensus revenue estimates increase by 17%, EPS downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥21.3b to JP¥25.0b. EPS estimate fell from JP¥169 to JP¥158. Net income forecast to grow 62% next year vs 19% growth forecast for Professional Services industry in Japan. Consensus price target of JP¥5,000 unchanged from last update. Share price rose 28% to JP¥3,305 over the past week.
Reported Earnings • Dec 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥97.74 (up from JP¥31.07 in FY 2022). Revenue: JP¥16.9b (up 41% from FY 2022). Net income: JP¥1.62b (up 213% from FY 2022). Profit margin: 9.6% (up from 4.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.1%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 14Management Solutions Co.,Ltd. Provides Earnings Guidance for the Year Ending December 31, 2024Management Solutions co.,Ltd. provided earnings guidance for the year ending December 31, 2024. For the year, the company expects net sales of JPY 20,000 million, Operating Income of JPY 2,000 million, Profit Attributable to Owners of Parent of JPY 1,000 million and net income per share of JPY 100.00.
お知らせ • Dec 09Management Solutions co.,Ltd., Annual General Meeting, Jan 30, 2024Management Solutions co.,Ltd., Annual General Meeting, Jan 30, 2024.
お知らせ • Dec 08Management Solutions co.,Ltd. Announces Executive ChangesManagement Solutions Co. Ltd. (the Company) announced that its Board of Directors has informally decided at the Board of Directors meeting held on December 8, 2023, to change President & CEO. Approval on this matter will take place at the 19th Annual General Meeting of Shareholders on January 30, 2024, and at the Board of Directors meetings that follows the conclusion of the General Meeting of Shareholders. Reason for the Change: In order to further promote realization of the vision set by group, the Company has decided to reform management structure. Akira Kaneko, who will be newly appointed as President and CEO, has expanded the Company's business as General Manager of the Project Management division before and after the company went public on the Tokyo Stock Exchange. Moreover, Akira Kaneko launched the PROEVER business as General Manager of the division, and expanded sales as Director of MSOL China, a subsidiary of the Company. In mid-term business plan toward 2025, the company has built a strong organization to further expand profit-earning opportunities by launching a sales organization and turning to "Aggressive Sales Activities". In addition, a report by a major research firm indicates the potential market for PMO services is expected to be worth JPY 1 trillion by 2030. The company aims to further strengthen customer engagement, promote the development of potential markets, and expand its market share, and will take strong leadership based on Akira Kaneko's rich experience and achievements to firmly establish its steadfast position as a leading PMO company. As Chairman of the Board, Shinya Takahashi, the current President and CEO, will continue to support the new President and CEO in order to continuously develop the management organization after 2025, strengthen communication for alliances and M&A, and engage in investor relations activities. Furthermore, Shinya Takahashi will utilize his extensive experience acquired as a consultant to address issues in East Asia and Japan beyond the scope of a single company, such as educational disparities and social welfare, through activities beyond the business scope of Management Solutions Co. Ltd. Career Summary of New Candidates for Representative directors: Name: Akira KANEKO. Date of Birth October 5th, 1977. Education Graduated from Nihon University in March 2000. Career Summary: Apr. 2000 Joined F.C.C.Systems Co. Ltd. (current Fujitsu Ltd.); Sep. 2007 Joined Management Solutions Co. Ltd.; Nov. 2014 Executive Officer of the Company; Nov. 2018 Director, MSOL-TW; Apr. 2019 Director, Management Solutions (Shanghai) Co. Ltd.; Jan. 2023 Member of the Board (Current position); Feb. 2023 Director, Management Solutions (Shanghai) Co. Ltd. (Current position). Scheduled date of assumption: January 30,2024.
お知らせ • Oct 29Management Solutions co.,Ltd. to Report Fiscal Year 2023 Results on Dec 14, 2023Management Solutions co.,Ltd. announced that they will report fiscal year 2023 results on Dec 14, 2023
Upcoming Dividend • Oct 23Upcoming dividend of JP¥2.00 per share at 0.1% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 12 January 2024. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.4%).
Reported Earnings • Sep 17Third quarter 2023 earnings released: EPS: JP¥23.87 (vs JP¥1.08 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.87 (up from JP¥1.08 in 3Q 2022). Revenue: JP¥4.31b (up 35% from 3Q 2022). Net income: JP¥396.0m (up JP¥378.0m from 3Q 2022). Profit margin: 9.2% (up from 0.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,235, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Professional Services industry in Japan. Total returns to shareholders of 108% over the past three years.
お知らせ • Jul 29Management Solutions co.,Ltd. to Report Q3, 2023 Results on Sep 14, 2023Management Solutions co.,Ltd. announced that they will report Q3, 2023 results on Sep 14, 2023
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 46%After last week's 46% share price gain to JP¥4,425, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Professional Services industry in Japan. Total returns to shareholders of 202% over the past three years.
New Risk • Jun 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (30% accrual ratio).
Reported Earnings • Jun 16Second quarter 2023 earnings released: EPS: JP¥24.36 (vs JP¥0.72 in 2Q 2022)Second quarter 2023 results: EPS: JP¥24.36 (up from JP¥0.72 in 2Q 2022). Revenue: JP¥4.22b (up 50% from 2Q 2022). Net income: JP¥404.0m (up JP¥392.0m from 2Q 2022). Profit margin: 9.6% (up from 0.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% 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, earnings per share has increased by 59% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Mar 21Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥109 to JP¥87.50. Revenue forecast unchanged from JP¥16.7b at last update. Net income forecast to grow 228% next year vs 12% growth forecast for Professional Services industry in Japan. Consensus price target of JP¥5,000 unchanged from last update. Share price fell 7.7% to JP¥2,899 over the past week.
Reported Earnings • Mar 15First quarter 2023 earnings released: EPS: JP¥9.29 (vs JP¥7.57 in 1Q 2022)First quarter 2023 results: EPS: JP¥9.29 (up from JP¥7.57 in 1Q 2022). Revenue: JP¥3.82b (up 60% from 1Q 2022). Net income: JP¥154.0m (up 22% from 1Q 2022). Profit margin: 4.0% (down from 5.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 53% per year whereas the company’s share price has increased by 49% per year.
Reported Earnings • Feb 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥31.07 (down from JP¥40.84 in FY 2021). Revenue: JP¥12.0b (up 63% from FY 2021). Net income: JP¥517.0m (down 24% from FY 2021). Profit margin: 4.3% (down from 9.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Management Solutions co.,Ltd. to Report Q1, 2023 Results on Mar 14, 2023Management Solutions co.,Ltd. announced that they will report Q1, 2023 results on Mar 14, 2023
お知らせ • Dec 16Management Solutions co.,Ltd., Annual General Meeting, Jan 27, 2023Management Solutions co.,Ltd., Annual General Meeting, Jan 27, 2023.
Reported Earnings • Dec 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥35.82 (down from JP¥40.84 in FY 2021). Revenue: JP¥12.0b (up 63% from FY 2021). Net income: JP¥596.0m (down 12% from FY 2021). Profit margin: 5.0% (down from 9.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 55% per year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Kunimasa Tamai was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 09Management Solutions co.,Ltd. to Report Fiscal Year 2022 Results on Dec 14, 2022Management Solutions co.,Ltd. announced that they will report fiscal year 2022 results on Dec 14, 2022
Major Estimate Revision • Sep 21Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥12.4b to JP¥12.0b. EPS estimate also fell from JP¥50.40 per share to JP¥42.30 per share. Net income forecast to grow 232% next year vs 11% growth forecast for Professional Services industry in Japan. Consensus price target of JP¥4,000 unchanged from last update. Share price fell 8.2% to JP¥2,574 over the past week.
Reported Earnings • Sep 15Third quarter 2022 earnings released: EPS: JP¥1.08 (vs JP¥10.65 in 3Q 2021)Third quarter 2022 results: EPS: JP¥1.08 (down from JP¥10.65 in 3Q 2021). Revenue: JP¥3.19b (up 61% from 3Q 2021). Net income: JP¥18.0m (down 90% from 3Q 2021). Profit margin: 0.6% (down from 8.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Jul 22Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from JP¥12.0b to JP¥12.4b. EPS estimate fell from JP¥56.30 to JP¥50.40 per share. Net income forecast to grow 113% next year vs 9.0% growth forecast for Professional Services industry in Japan. Consensus price target of JP¥4,000 unchanged from last update. Share price rose 6.5% to JP¥2,887 over the past week.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to JP¥2,580, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the Professional Services industry in Japan. Total returns to shareholders of 223% over the past three years.
お知らせ • Jul 03Management Solutions co.,Ltd. to Report Q3, 2022 Results on Sep 14, 2022Management Solutions co.,Ltd. announced that they will report Q3, 2022 results on Sep 14, 2022
お知らせ • Jun 24Management Solutions co.,Ltd. (TSE:7033) announces an Equity Buyback for 150,000 shares, representing 0.89% for ¥300 million.Management Solutions co.,Ltd. (TSE:7033) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 0.89% of its share capital, for ¥300 million. The purpose of the program is to enable the implementation of agile capital policies in response to changes in the business environment and shareholder returns and improvement of capital efficiency. The program will expire on August 31, 2022. As of April 30, 2022, the company had 16,783,300 shares in issue (excluding treasury stock) and 101,643 shares in treasury.
Reported Earnings • Jun 16Second quarter 2022 earnings released: EPS: JP¥0.72 (vs JP¥7.78 in 2Q 2021)Second quarter 2022 results: EPS: JP¥0.72 (down from JP¥7.78 in 2Q 2021). Revenue: JP¥2.82b (up 60% from 2Q 2021). Net income: JP¥12.0m (down 91% from 2Q 2021). Profit margin: 0.4% (down from 7.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 53%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year and the company’s share price has also increased by 44% per year.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥3,215, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 20x in the Professional Services industry in Japan. Total returns to shareholders of 347% over the past three years.
Price Target Changed • Apr 27Price target increased to JP¥4,000Up from JP¥2,645, the current price target is provided by 1 analyst. New target price is 15% below last closing price of JP¥4,710. Stock is up 142% over the past year. The company is forecast to post earnings per share of JP¥62.40 for next year compared to JP¥40.84 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Kunimasa Tamai was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Management Solutions co.,Ltd. to Report Q2, 2022 Results on Jun 14, 2022Management Solutions co.,Ltd. announced that they will report Q2, 2022 results on Jun 14, 2022
Reported Earnings • Mar 15First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥7.57 (up from JP¥4.23 in 1Q 2021). Revenue: JP¥2.38b (up 58% from 1Q 2021). Net income: JP¥126.0m (up 80% from 1Q 2021). Profit margin: 5.3% (up from 4.6% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 50%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 03Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥40.84 (up from JP¥0.72 loss in FY 2020). Revenue: JP¥7.36b (up 41% from FY 2020). Net income: JP¥678.0m (up JP¥690.0m from FY 2020). Profit margin: 9.2% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 56%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Dec 19Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥40.84 (up from JP¥0.72 loss in FY 2020). Revenue: JP¥7.36b (up 41% from FY 2020). Net income: JP¥678.0m (up JP¥690.0m from FY 2020). Profit margin: 9.2% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.5%. Earnings per share (EPS) surpassed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 56%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 92% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Dec 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from JP¥9.85b to JP¥11.5b. EPS estimate fell from JP¥59.40 to JP¥56.35. Net income forecast to grow 140% next year vs 20% growth forecast for Professional Services industry in Japan. Consensus price target of JP¥3,300 unchanged from last update. Share price fell 5.1% to JP¥2,950 over the past week.
