Bewith（9216）株式概要ビーウィズ株式会社は、日本におけるコンタクトセンターおよびBPOサービスの提供を行っている。 詳細9216 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長3/6過去の実績0/6財務の健全性6/6配当金2/6報酬収益は年間36.53%増加すると予測されています リスク分析4.02%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 財務結果に影響を与える大きな一時的項目 利益率(0.7%)は昨年より低い(3.3%) すべてのリスクチェックを見る9216 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¥1.92k18.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture040b2016201920222025202620282031Revenue JP¥40.3bEarnings JP¥269.5mAdvancedSet Fair ValueView all narrativesBewith, Inc. 競合他社Toukei ComputerSymbol: TSE:4746Market cap: JP¥76.1bPaycloud HoldingsSymbol: TSE:4015Market cap: JP¥7.0bBELLSYSTEM24 HoldingsSymbol: TSE:6183Market cap: JP¥107.4btranscosmosSymbol: TSE:9715Market cap: JP¥139.6b価格と性能株価の高値、安値、推移の概要Bewith過去の株価現在の株価JP¥1,915.0052週高値JP¥2,014.0052週安値JP¥1,387.00ベータ1.01ヶ月の変化3.29%3ヶ月変化5.63%1年変化8.56%3年間の変化4.82%5年間の変化n/aIPOからの変化45.08%最新ニュースUpcoming Dividend • May 21Upcoming dividend of JP¥77.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 12 August 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).お知らせ • May 10Bewith, Inc. to Report Fiscal Year 2026 Results on Jul 13, 2026Bewith, Inc. announced that they will report fiscal year 2026 results on Jul 13, 2026お知らせ • Apr 28Bewith, Inc. (TSE:9216) entered into an agreement to acquire 85% stake in Radiant Communication Sdn. Bhd. from a group of shareholders for MYR 33 million.Bewith, Inc. (TSE:9216) entered into an agreement to acquire 85% stake in Radiant Communication Sdn. Bhd. from a group of shareholders for MYR 33 million on April 27, 2026. A cash consideration of MYR 33 million will be paid by Bewith, Inc. Bewith, Inc. will pay an earnout/contingent payment, according to the achievement ratio of performance. As part of consideration, MYR 33 million is paid towards common equity of Radiant Communication Sdn. Bhd. For the period ending December 31, 2025, Radiant Communication Sdn. Bhd. reported total revenue of MYR 23.51 million, EBIT of MYR 6.55 million and net income of MYR 4.88 million. As of December 31, 2025, Radiant Communication Sdn. Bhd. reported total assets of MYR 34.11 million and total common equity of MYR 21.05 million. The expected completion of the transaction is May 29, 2026.Reported Earnings • Apr 11Third quarter 2026 earnings released: EPS: JP¥20.63 (vs JP¥13.34 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.63 (up from JP¥13.34 in 3Q 2025). Revenue: JP¥8.98b (up 1.9% from 3Q 2025). Net income: JP¥292.0m (up 55% from 3Q 2025). Profit margin: 3.3% (up from 2.1% in 3Q 2025). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Apr 03Bewith, Inc. to Report Q3, 2026 Results on Apr 10, 2026Bewith, Inc. announced that they will report Q3, 2026 results on Apr 10, 2026Declared Dividend • Jan 11Dividend of JP¥77.00 announcedShareholders will receive a dividend of JP¥77.00. Ex-date: 28th May 2026 Payment date: 12th August 2026 Dividend yield will be 4.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 7x earnings) nor is it covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 16% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 777% to bring the payout ratio under control. EPS is expected to grow by 200% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.最新情報をもっと見るRecent updatesUpcoming Dividend • May 21Upcoming dividend of JP¥77.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 12 August 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).お知らせ • May 10Bewith, Inc. to Report Fiscal Year 2026 Results on Jul 13, 2026Bewith, Inc. announced that they will report fiscal year 2026 results on Jul 13, 2026お知らせ • Apr 28Bewith, Inc. (TSE:9216) entered into an agreement to acquire 85% stake in Radiant Communication Sdn. Bhd. from a group of shareholders for MYR 33 million.Bewith, Inc. (TSE:9216) entered into an agreement to acquire 85% stake in Radiant Communication Sdn. Bhd. from a group of shareholders for MYR 33 million on April 27, 2026. A cash consideration of MYR 33 million will be paid by Bewith, Inc. Bewith, Inc. will pay an earnout/contingent payment, according to the achievement ratio of performance. As part of consideration, MYR 33 million is paid towards common equity of Radiant Communication Sdn. Bhd. For the period ending December 31, 2025, Radiant Communication Sdn. Bhd. reported total revenue of MYR 23.51 million, EBIT of MYR 6.55 million and net income of MYR 4.88 million. As of December 31, 2025, Radiant Communication Sdn. Bhd. reported total assets of MYR 34.11 million and total common equity of MYR 21.05 million. The expected completion of the transaction is May 29, 2026.Reported Earnings • Apr 11Third quarter 2026 earnings released: EPS: JP¥20.63 (vs JP¥13.34 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.63 (up from JP¥13.34 in 3Q 2025). Revenue: JP¥8.98b (up 1.9% from 3Q 2025). Net income: JP¥292.0m (up 55% from 3Q 2025). Profit margin: 3.3% (up from 2.1% in 3Q 2025). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Apr 03Bewith, Inc. to Report Q3, 2026 Results on Apr 10, 2026Bewith, Inc. announced that they will report Q3, 2026 results on Apr 10, 2026Declared Dividend • Jan 11Dividend of JP¥77.00 announcedShareholders will receive a dividend of JP¥77.00. Ex-date: 28th May 2026 Payment date: 12th August 2026 Dividend yield will be 4.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 7x earnings) nor is it covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 16% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 777% to bring the payout ratio under control. EPS is expected to grow by 200% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Jan 10Second quarter 2026 earnings released: EPS: JP¥10.48 (vs JP¥21.45 in 2Q 2025)Second quarter 2026 results: EPS: JP¥10.48 (down from JP¥21.45 in 2Q 2025). Revenue: JP¥9.01b (down 3.1% from 2Q 2025). Net income: JP¥148.0m (down 51% from 2Q 2025). Profit margin: 1.6% (down from 3.3% in 2Q 2025). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Nov 18Bewith, Inc. to Report Q2, 2026 Results on Jan 09, 2026Bewith, Inc. announced that they will report Q2, 2026 results on Jan 09, 2026Reported Earnings • Oct 11First quarter 2026 earnings released: EPS: JP¥6.87 (vs JP¥18.30 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.87 (down from JP¥18.30 in 1Q 2025). Revenue: JP¥8.93b (down 1.8% from 1Q 2025). Net income: JP¥97.0m (down 62% from 1Q 2025). Profit margin: 1.1% (down from 2.8% in 1Q 2025). Revenue is forecast to grow 1.7% p.a. on average during the next 3 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 fallen by 23% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Sep 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥32.07 (down from JP¥131 in FY 2024). Revenue: JP¥36.4b (down 4.8% from FY 2024). Net income: JP¥452.0m (down 75% from FY 2024). Profit margin: 1.2% (down from 4.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 47%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Sep 01Bewith, Inc. to Report Q1, 2026 Results on Oct 10, 2025Bewith, Inc. announced that they will report Q1, 2026 results on Oct 10, 2025分析記事 • Jul 18Some Investors May Be Willing To Look Past Bewith's (TSE:9216) Soft EarningsSoft earnings didn't appear to concern Bewith, Inc.'s ( TSE:9216 ) shareholders over the last week. Our analysis...New Risk • Jul 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 162% Dividend yield: 5.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (162% cash payout ratio). Profit margins are more than 30% lower than last year (1.2% net profit margin).Reported Earnings • Jul 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥32.07 (down from JP¥131 in FY 2024). Revenue: JP¥36.4b (down 4.8% from FY 2024). Net income: JP¥452.0m (down 75% from FY 2024). Profit margin: 1.2% (down from 4.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 47%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 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 fallen by 13% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jul 13+ 2 more updatesBewith, Inc. Provides Dividend Guidance for the Fiscal Year Ended May 31, 2026Bewith, Inc. provided dividend guidance of JPY 77.00 per share for the Fiscal year ended May 31, 2026.お知らせ • Jul 11Bewith, Inc., Annual General Meeting, Aug 28, 2025Bewith, Inc., Annual General Meeting, Aug 28, 2025.お知らせ • Jun 30Bewith, Inc. Revises Earnings Guidance for the Fiscal Year Ended May 31, 2025Bewith, Inc. revised earnings guidance for the fiscal year ended May 31, 2025. For the year, the company expects Net sales to be JPY 36,424 million compared to previous guidance of JPY 37,100 million. Operating profit to be JPY 1,069 million compared to previous guidance of JPY 1,450 million. Profit attributable to owners of parent to be JPY 452 million compared to previous guidance of JPY 960 million. Earnings per share to be JPY 32.07 per share compared to previous guidance of JPY 68.12. The sales results for the fiscal year ended May 31, 2025, are expected to fall short of the previous forecast (disclosed on January 10, 2025). This is primarily due to an unexpected further decline in sales in public projects, despite the fact that the company successfully turned around sales in the smart life area, which includes finance, telecommunications, and distribution, by leveraging its competitive edge in digital transformation (DX). Both operating and net profits for the fiscal year ended May 31, 2025, are also expected to fall below the previously announced figures. This is attributed to an increase in the provision for shareholder benefits, drivenby a higher-than-expected number of shareholders as of May 31, 2025, as well as impairment losses on certain locations and intangible fixed assets.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,459, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Professional Services industry in Japan. Total returns to shareholders of 12% over the past three years.お知らせ • May 27Bewith, Inc. to Report Fiscal Year 2025 Results on Jul 11, 2025Bewith, Inc. announced that they will report fiscal year 2025 results on Jul 11, 2025Upcoming Dividend • May 22Upcoming dividend of JP¥77.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 13 August 2025. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.1%).分析記事 • May 20Bewith's (TSE:9216) Shareholders Will Receive A Bigger Dividend Than Last YearBewith, Inc. ( TSE:9216 ) has announced that it will be increasing its dividend from last year's comparable payment on...Reported Earnings • Apr 12Third quarter 2025 earnings released: EPS: JP¥13.34 (vs JP¥29.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥13.34 (down from JP¥29.87 in 3Q 2024). Revenue: JP¥8.82b (down 6.0% from 3Q 2024). Net income: JP¥188.0m (down 55% from 3Q 2024). Profit margin: 2.1% (down from 4.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Mar 14Bewith (TSE:9216) Is Increasing Its Dividend To ¥77.00Bewith, Inc. ( TSE:9216 ) has announced that it will be increasing its dividend from last year's comparable payment on...お知らせ • Mar 04Bewith, Inc. to Report Q3, 2025 Results on Apr 11, 2025Bewith, Inc. announced that they will report Q3, 2025 results on Apr 11, 2025分析記事 • Feb 28Bewith (TSE:9216) Has Announced That It Will Be Increasing Its Dividend To ¥77.00Bewith, Inc. ( TSE:9216 ) has announced that it will be increasing its dividend from last year's comparable payment on...お知らせ • Feb 27Bewith, Inc. Announces Executive ChangesBewith, Inc. announced the following changes to President, as resolved at the Board of Directors meeting held on February 27, 2025. Kenji Iijima appointed to the new position of President from the Current Position of Executive Vice President and Director. Koichi Morimoto appointed to the new position of Chairman of the Board of Directors from the Current Position of President. Reason for the Changes: The Company has been listed since March 2022 and announced the "Medium-term Management Plan 2025" in July 2023. The growth story that the Company drew up in it was one that investors could count on; however, financial results in FY24 and FY25 have fallen short of expectations. Changes in the global environment, including the emergence of Generative AI, are likely to bring significant transformations to expectations for the Company. The Company firmly believes that now is the time to return to Business Philosophy: "Contributing to society through insights." Furthermore, the Company recognizes the need to rebuild its growth story and restore business performance by leveraging deep insights and the collective strength of its employees. In light of these circumstances, the Company has decided to appoint a new President and CEO. The Company aims to maximize corporate value by refine services utilizing the latest technologies, and to evolve into an innovative company. Brief Personal History of New President and CEO: June 2002: Joined the Company, October 2009: General Manager (in charge of Corporate Planning Dept.), September 2015 General Manager, Corporate Planning Dept. June 2016: Director, Executive Officer, Gene Manager of Corporate Planning Dept. August 2018: Executive Officer and General Manager, Corporate Division, November 2018: Executive Vice President and Director. Scheduled Date of Assumption of Office is March 1, 2025.分析記事 • Jan 26Bewith's (TSE:9216) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Bewith, Inc. ( TSE:9216 ) has announced that it will be paying its dividend of ¥77.00 on the 13th of...お知らせ • Jan 23Medley, Inc. (TSE:4480) agreed to acquire 75.4% stake in AxisRoot Holdings, Inc. from Kazuma Kondo, Bewith, Inc. (TSE:9216) and Tsuzuki Gakuen Educational Corporation for ¥6.1 billion.Medley, Inc. (TSE:4480) agreed to acquire 75.4% stake in AxisRoot Holdings, Inc. from Kazuma Kondo, Bewith, Inc. (TSE:9216) and Tsuzuki Gakuen Educational Corporation for ¥6.1 billion on January 23, 2025. Thereafter, a reverse stock split will be carried out for the common shares of AxisRoot Holdings. The ratio of the reverse stock split will be determined in such manner that only the Company and Alfresa Corporation will own the common stock of AxisRoot Holdings and the number of shares held by minority shareholders of AxisRoot Holdings will be less than one share. All outstanding stock acquisition rights of AxisRoot Holdings are scheduled to be exercised in connection with the reverse stock split. After the reverse stock split and purchase of fractional shares, Medley will acquire 7.4% of the common stock of AxisRoot Holdings held by Alfresa Corporation via the share exchange, thereby converting AxisRoot Holdings into a wholly owned subsidiary of Medley and Alfresa Corporation will hold 0.5% of the outstanding shares of Medley. For the period ending February 29, 2024, AxisRoot Holdings, Inc. reported total revenue of ¥1.74 billion, EBIT of ¥258 million, net income of ¥167 million and EBITDA of ¥295 million. As of February 29, 2024, AxisRoot Holdings, Inc. reported total assets of ¥1.31 billion and total common equity of ¥898 million. The expected completion of the transaction is January 31, 2025.New Risk • Jan 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 5.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Jan 14Second quarter 2025 earnings released: EPS: JP¥21.46 (vs JP¥37.11 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.46 (down from JP¥37.11 in 2Q 2024). Revenue: JP¥9.30b (down 4.0% from 2Q 2024). Net income: JP¥302.5m (down 42% from 2Q 2024). Profit margin: 3.3% (down from 5.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Professional Services industry in Japan.分析記事 • Jan 12Bewith (TSE:9216) Will Pay A Larger Dividend Than Last Year At ¥77.00Bewith, Inc.'s ( TSE:9216 ) dividend will be increasing from last year's payment of the same period to ¥77.00 on 13th...Declared Dividend • Jan 12Dividend of JP¥77.00 announcedShareholders will receive a dividend of JP¥77.00. Ex-date: 29th May 2025 Payment date: 13th August 2025 Dividend yield will be 5.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 22% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 10+ 1 more updateBewith, Inc. Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending May 31, 2025Bewith, Inc. revised consolidated earnings guidance for the full fiscal year ending May 31, 2025. For the period, the company expects net sales of JPY 37,100 million, operating profit of JPY 1,450 million, profit attributable to owners of parent of JPY 960 million and earnings per share of JPY 68.12 compared to previous forecast for net sales of JPY 42,000 million, operating profit of JPY 3,200 million, profit attributable to owners of parent of JPY 2,180 million and earnings per share of JPY 154.79. The company has hereby revised its forecasts for the fiscal year ending May 31, 2025, based on the financial results to date and a review of recent performance trends. The sales performance in the first half of the fiscal year ending May 31, 2025, has been conservatively reviewed by the company due to a decline in certain existing public projects, which has kept sales weak and resulted in falling short of acquiring new customers. The company has also revised the operating costs planned for the previously announced forecasts. However, operating costs have remained high relative to the declined sales, primarily due to growth investments implemented last year. For these reasons, the company has revised its consolidated forecasts at each level of income to be lower than the previously announced forecasts.お知らせ • Oct 30Bewith, Inc. to Report Q2, 2025 Results on Jan 10, 2025Bewith, Inc. announced that they will report Q2, 2025 results on Jan 10, 2025Reported Earnings • Oct 13First quarter 2025 earnings released: EPS: JP¥18.30 (vs JP¥31.61 in 1Q 2024)First quarter 2025 results: EPS: JP¥18.30 (down from JP¥31.61 in 1Q 2024). Revenue: JP¥9.09b (down 5.8% from 1Q 2024). Net income: JP¥257.7m (down 41% from 1Q 2024). Profit margin: 2.8% (down from 4.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Japan.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,510, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Professional Services industry in Japan. Total loss to shareholders of 38% over the past year.分析記事 • Aug 05It's A Story Of Risk Vs Reward With Bewith, Inc. (TSE:9216)There wouldn't be many who think Bewith, Inc.'s ( TSE:9216 ) price-to-earnings (or "P/E") ratio of 13x is worth a...お知らせ • Aug 03Bewith, Inc. to Report Q1, 2025 Results on Oct 11, 2024Bewith, Inc. announced that they will report Q1, 2025 results on Oct 11, 2024Reported Earnings • Jul 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥131 (up from JP¥122 in FY 2023). Revenue: JP¥38.3b (up 8.8% from FY 2023). Net income: JP¥1.83b (up 9.3% from FY 2023). Profit margin: 4.8% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Professional Services industry in Japan.分析記事 • Jul 13Some Investors May Be Worried About Bewith's (TSE:9216) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Jul 12Bewith, Inc., Annual General Meeting, Aug 28, 2024Bewith, Inc., Annual General Meeting, Aug 28, 2024.お知らせ • Jul 11+ 1 more updateBewith, Inc. Announces Dividend for the Fiscal Year Ended May 31, 2024, Payable on August 13, 2024; Provides Dividend Guidance for the Fiscal Year Ending May 31, 2025Bewith, Inc. announced dividend for the fiscal year ended May 31, 2024. For the year, the company announced dividend of JPY 53.00 per share against JPY 49.00 per share paid a year ago. Dividend payable date (as planned) is August 13, 2024. For the fiscal year ending May 31, 2025, the company expects to pay dividend of JPY 77.00 per share against JPY 53.00 per share paid a year ago.分析記事 • May 29Bewith's (TSE:9216) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Bewith, Inc. ( TSE:9216 ) has announced that it will be paying its dividend of ¥50.00 on the 15th of...お知らせ • May 29Bewith, Inc. to Report Fiscal Year 2024 Results on Jul 11, 2024Bewith, Inc. announced that they will report fiscal year 2024 results on Jul 11, 2024Upcoming Dividend • May 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.0%).Reported Earnings • Apr 12Third quarter 2024 earnings released: EPS: JP¥29.87 (vs JP¥36.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.87 (down from JP¥36.53 in 3Q 2023). Revenue: JP¥9.38b (up 3.3% from 3Q 2023). Net income: JP¥418.0m (down 17% from 3Q 2023). Profit margin: 4.5% (down from 5.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Professional Services industry in Japan.分析記事 • Mar 29Bewith (TSE:9216) Is Increasing Its Dividend To ¥50.00Bewith, Inc. ( TSE:9216 ) has announced that it will be increasing its dividend from last year's comparable payment on...お知らせ • Mar 28Bewith, Inc. to Report Q3, 2024 Results on Apr 11, 2024Bewith, Inc. announced that they will report Q3, 2024 results on Apr 11, 2024Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,190, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Professional Services industry in Japan. Total returns to shareholders of 35% over the past year.Reported Earnings • Jan 13Second quarter 2024 earnings released: EPS: JP¥37.06 (vs JP¥29.09 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.06 (up from JP¥29.09 in 2Q 2023). Revenue: JP¥9.69b (up 13% from 2Q 2023). Net income: JP¥517.2m (up 30% from 2Q 2023). Profit margin: 5.3% (up from 4.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Professional Services industry in Japan.Buying Opportunity • Jan 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥2,440, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last year. Earnings per share has grown by 30%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 30% in the next 2 years.お知らせ • Jan 11+ 1 more updateBewith, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2024Bewith, Inc. provided consolidated earnings guidance for the fiscal year ending May 31, 2024. For the period, the company expects net sales of JPY 39,000 million, operating profit of JPY 2,900 million, profit attributable to owners of parent of JPY 1,970 million and basic earnings per share of JPY 141.80.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,091, 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 78% over the past year.お知らせ • Nov 01Bewith, Inc. to Report Q2, 2024 Results on Jan 11, 2024Bewith, Inc. announced that they will report Q2, 2024 results on Jan 11, 2024Buying Opportunity • Oct 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be JP¥2,474, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last year. Earnings per share has grown by 30%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.Reported Earnings • Oct 13First quarter 2024 earnings released: EPS: JP¥31.61 (vs JP¥9.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥31.61 (up from JP¥9.05 in 1Q 2023). Revenue: JP¥9.65b (up 20% from 1Q 2023). Net income: JP¥440.0m (up 255% from 1Q 2023). Profit margin: 4.6% (up from 1.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Professional Services industry in Japan.お知らせ • Oct 12Bewith, Inc. Provides Dividend Guidance for Year 2024Bewith, Inc. provided dividend guidance for year 2024. For the period the company expected to pay the dividend of JPY 50 per share against JPY 49 per share a year ago.Reported Earnings • Sep 05Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥122 (down from JP¥136 in FY 2022). Revenue: JP¥35.2b (up 8.5% from FY 2022). Net income: JP¥1.68b (down 5.5% from FY 2022). Profit margin: 4.8% (down from 5.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.9%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Professional Services industry in Japan.お知らせ • Aug 27Bewith, Inc. to Report Q1, 2024 Results on Oct 12, 2023Bewith, Inc. announced that they will report Q1, 2024 results on Oct 12, 2023New Risk • Jul 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% 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 Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.7% average weekly change).Reported Earnings • Jul 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥122 (down from JP¥136 in FY 2022). Revenue: JP¥35.2b (up 8.5% from FY 2022). Net income: JP¥1.68b (down 5.5% from FY 2022). Profit margin: 4.8% (down from 5.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.9%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Professional Services industry in Japan.お知らせ • Jul 13+ 2 more updatesBewith, Inc., Annual General Meeting, Aug 30, 2023Bewith, Inc., Annual General Meeting, Aug 30, 2023.Buying Opportunity • Jun 01Now 21% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be JP¥2,167, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.6%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 80% in the next 2 years.Upcoming Dividend • May 23Upcoming dividend of JP¥49.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 10 August 2023. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥2,043, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 19x in the Professional Services industry in Japan. Total returns to shareholders of 49% over the past year.Reported Earnings • Apr 15Third quarter 2023 earnings released: EPS: JP¥36.53 (vs JP¥24.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥36.53 (up from JP¥24.59 in 3Q 2022). Revenue: JP¥9.08b (up 8.7% from 3Q 2022). Net income: JP¥502.0m (up 49% from 3Q 2022). Profit margin: 5.5% (up from 4.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Professional Services industry in Japan.Buying Opportunity • Feb 02Now 20% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be JP¥1,833, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last year. Earnings per share has declined by 19%. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 60% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,303, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the IT industry in Japan.Reported Earnings • Jan 13Second quarter 2023 earnings released: EPS: JP¥29.09 (vs JP¥24.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.09 (up from JP¥24.59 in 2Q 2022). Revenue: JP¥8.56b (up 2.5% from 2Q 2022). Net income: JP¥399.0m (up 18% from 2Q 2022). Profit margin: 4.7% (up from 4.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan.お知らせ • Jan 12+ 1 more updateBewith, Inc. Provides Dividend Guidance for the Year Ending May 2023Bewith, Inc. provided dividend guidance for the year ending May 2023. For the year, the company expects to pay dividend of ¥49.00 against ¥47.00 paid last year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Oct 31Bewith, Inc. to Report Q2, 2023 Results on Jan 12, 2023Bewith, Inc. announced that they will report Q2, 2023 results on Jan 12, 2023Reported Earnings • Oct 15First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: JP¥9.05. Net income: JP¥124.0m (up JP¥124.0m from 1Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Japan.お知らせ • Oct 13+ 1 more updateBewith, Inc. Provides Dividend Guidance for the Year Ending May 31, 2023Bewith, Inc. provided dividend guidance for the year ending May 31, 2023. For the year, the company expects to pay JPY 49.00 per share compared to JPY 47.00 per share a year ago.お知らせ • Sep 23Bewith, Inc. (TSE:9216) entered into a agreement to acquire 60% stake in Doinet Co., Ltd from Koki Doi.Bewith, Inc. (TSE:9216) entered into a agreement to acquire 60% stake in Doinet Co., Ltd from Koki Doi on September 22, 2022. Bewith, Inc. will acquire 120 shares in Doinet Co., Ltd. The transaction is expected to enter into a agreement on September 30, 2022. The transaction is expected to close on October 1, 2022.お知らせ • Aug 26Bewith, Inc. to Report Q1, 2023 Results on Oct 13, 2022Bewith, Inc. announced that they will report Q1, 2023 results on Oct 13, 2022お知らせ • Jul 29Bewith, Inc. Announces Year End Dividend for the Fiscal Year Ended May 31, 2022, Payable on August 10, 2022Bewith, Inc. announced year end dividend for the fiscal year ended May 31, 2022. For the period, the company announced year end dividend of JPY 47 per share compared to JPY 8,900 per share a year ago. The company carried out a 200-for-1 stock split for its common share on October 22, 2021. The figures for fiscal year ended May 31, 2021 are the actual amounts of dividends before the said stock split. The amount of dividend after taking into account the said stock split is ¥44.50. The dividend will be payable on August 10, 2022.Reported Earnings • Jul 17Full year 2022 earnings released: EPS: JP¥136 (vs JP¥129 in FY 2021)Full year 2022 results: EPS: JP¥136 (up from JP¥129 in FY 2021). Revenue: JP¥32.4b (up 12% from FY 2021). Net income: JP¥1.78b (up 7.3% from FY 2021). Profit margin: 5.5% (down from 5.7% in FY 2021). The decrease in margin was driven by higher expenses.お知らせ • Jul 16Bewith, Inc., Annual General Meeting, Aug 25, 2022Bewith, Inc., Annual General Meeting, Aug 25, 2022.お知らせ • Jul 14+ 2 more updatesBewith, Inc. Provides Dividend for the Fiscal Year Ended May 31, 2022, Payable on August 10, 2022Bewith, Inc. announced dividend of JPY 47.00 per share for the fiscal year ended May 31, 2022 against JPY 8,900.00 per share a year ago. Dividend payable date (as planned) is August 10, 2022.お知らせ • May 13Bewith, Inc. to Report Fiscal Year 2022 Results on Jul 14, 2022Bewith, Inc. announced that they will report fiscal year 2022 results on Jul 14, 2022Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. was the last director to join the board, commencing their role in . The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Bewith, Inc. to Report Q3, 2022 Results on Apr 13, 2022Bewith, Inc. announced that they will report Q3, 2022 results on Apr 13, 2022お知らせ • Mar 04Bewith, Inc. has completed an IPO in the amount of ¥7.42 billion.Bewith, Inc. has completed an IPO in the amount of ¥7.42 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,300,000 Price\Range: ¥1400 Discount Per Security: ¥84Board Change • Mar 02No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. was the last director to join the board, commencing their role in . The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.株主還元9216JP Professional ServicesJP 市場7D-4.2%-0.5%2.7%1Y8.6%5.1%42.1%株主還元を見る業界別リターン: 9216過去 1 年間で5.1 % の収益を上げたJP Professional Services業界を上回りました。リターン対市場: 9216は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 9216's price volatile compared to industry and market?9216 volatility9216 Average Weekly Movement3.2%Professional Services Industry Average Movement4.1%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 9216 、 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: 9216の 週次ボラティリティ ( 3% ) 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2000749Kenji Iijimawww.bewith.netビーウィズ株式会社は、日本国内におけるコンタクトセンターおよびBPOサービスの提供を行っています。クラウドPBXの企画・開発、システム設計・開発・保守サービス、Web制作・Webマーケティングなどを手掛ける。同社は2000年に設立され、東京に本社を置いている。株式会社ビーウィズは株式会社パソナグループの子会社として運営されている。もっと見るBewith, Inc. 基礎のまとめBewith の収益と売上を時価総額と比較するとどうか。9216 基礎統計学時価総額JP¥27.16b収益（TTM）JP¥241.72m売上高(TTM)JP¥36.14b112.4xPER（株価収益率0.8xP/Sレシオ9216 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9216 損益計算書（TTM）収益JP¥36.14b売上原価JP¥31.04b売上総利益JP¥5.10bその他の費用JP¥4.86b収益JP¥241.72m直近の収益報告Feb 28, 2026次回決算日Jul 13, 2026一株当たり利益（EPS）17.04グロス・マージン14.11%純利益率0.67%有利子負債／自己資本比率0.2%9216 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4.0%現在の配当利回り450%配当性向9216 配当は確実ですか？9216 配当履歴とベンチマークを見る9216 、いつまでに購入すれば配当金を受け取れますか？Bewith 配当日配当落ち日May 28 2026配当支払日Aug 12 2026配当落ちまでの日数0 days配当支払日までの日数76 days9216 配当は確実ですか？9216 配当履歴とベンチマークを見る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2026/05/27 02:17終値2026/05/27 00:00収益2026/02/28年間収益2025/05/31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Bewith, Inc. 1 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Nobuo KurahashiIchiyoshi Research Institute Inc.
Upcoming Dividend • May 21Upcoming dividend of JP¥77.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 12 August 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
お知らせ • May 10Bewith, Inc. to Report Fiscal Year 2026 Results on Jul 13, 2026Bewith, Inc. announced that they will report fiscal year 2026 results on Jul 13, 2026
お知らせ • Apr 28Bewith, Inc. (TSE:9216) entered into an agreement to acquire 85% stake in Radiant Communication Sdn. Bhd. from a group of shareholders for MYR 33 million.Bewith, Inc. (TSE:9216) entered into an agreement to acquire 85% stake in Radiant Communication Sdn. Bhd. from a group of shareholders for MYR 33 million on April 27, 2026. A cash consideration of MYR 33 million will be paid by Bewith, Inc. Bewith, Inc. will pay an earnout/contingent payment, according to the achievement ratio of performance. As part of consideration, MYR 33 million is paid towards common equity of Radiant Communication Sdn. Bhd. For the period ending December 31, 2025, Radiant Communication Sdn. Bhd. reported total revenue of MYR 23.51 million, EBIT of MYR 6.55 million and net income of MYR 4.88 million. As of December 31, 2025, Radiant Communication Sdn. Bhd. reported total assets of MYR 34.11 million and total common equity of MYR 21.05 million. The expected completion of the transaction is May 29, 2026.
Reported Earnings • Apr 11Third quarter 2026 earnings released: EPS: JP¥20.63 (vs JP¥13.34 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.63 (up from JP¥13.34 in 3Q 2025). Revenue: JP¥8.98b (up 1.9% from 3Q 2025). Net income: JP¥292.0m (up 55% from 3Q 2025). Profit margin: 3.3% (up from 2.1% in 3Q 2025). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Apr 03Bewith, Inc. to Report Q3, 2026 Results on Apr 10, 2026Bewith, Inc. announced that they will report Q3, 2026 results on Apr 10, 2026
Declared Dividend • Jan 11Dividend of JP¥77.00 announcedShareholders will receive a dividend of JP¥77.00. Ex-date: 28th May 2026 Payment date: 12th August 2026 Dividend yield will be 4.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 7x earnings) nor is it covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 16% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 777% to bring the payout ratio under control. EPS is expected to grow by 200% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Upcoming Dividend • May 21Upcoming dividend of JP¥77.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 12 August 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%).
お知らせ • May 10Bewith, Inc. to Report Fiscal Year 2026 Results on Jul 13, 2026Bewith, Inc. announced that they will report fiscal year 2026 results on Jul 13, 2026
お知らせ • Apr 28Bewith, Inc. (TSE:9216) entered into an agreement to acquire 85% stake in Radiant Communication Sdn. Bhd. from a group of shareholders for MYR 33 million.Bewith, Inc. (TSE:9216) entered into an agreement to acquire 85% stake in Radiant Communication Sdn. Bhd. from a group of shareholders for MYR 33 million on April 27, 2026. A cash consideration of MYR 33 million will be paid by Bewith, Inc. Bewith, Inc. will pay an earnout/contingent payment, according to the achievement ratio of performance. As part of consideration, MYR 33 million is paid towards common equity of Radiant Communication Sdn. Bhd. For the period ending December 31, 2025, Radiant Communication Sdn. Bhd. reported total revenue of MYR 23.51 million, EBIT of MYR 6.55 million and net income of MYR 4.88 million. As of December 31, 2025, Radiant Communication Sdn. Bhd. reported total assets of MYR 34.11 million and total common equity of MYR 21.05 million. The expected completion of the transaction is May 29, 2026.
Reported Earnings • Apr 11Third quarter 2026 earnings released: EPS: JP¥20.63 (vs JP¥13.34 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.63 (up from JP¥13.34 in 3Q 2025). Revenue: JP¥8.98b (up 1.9% from 3Q 2025). Net income: JP¥292.0m (up 55% from 3Q 2025). Profit margin: 3.3% (up from 2.1% in 3Q 2025). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Apr 03Bewith, Inc. to Report Q3, 2026 Results on Apr 10, 2026Bewith, Inc. announced that they will report Q3, 2026 results on Apr 10, 2026
Declared Dividend • Jan 11Dividend of JP¥77.00 announcedShareholders will receive a dividend of JP¥77.00. Ex-date: 28th May 2026 Payment date: 12th August 2026 Dividend yield will be 4.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 7x earnings) nor is it covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 16% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 777% to bring the payout ratio under control. EPS is expected to grow by 200% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Jan 10Second quarter 2026 earnings released: EPS: JP¥10.48 (vs JP¥21.45 in 2Q 2025)Second quarter 2026 results: EPS: JP¥10.48 (down from JP¥21.45 in 2Q 2025). Revenue: JP¥9.01b (down 3.1% from 2Q 2025). Net income: JP¥148.0m (down 51% from 2Q 2025). Profit margin: 1.6% (down from 3.3% in 2Q 2025). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Nov 18Bewith, Inc. to Report Q2, 2026 Results on Jan 09, 2026Bewith, Inc. announced that they will report Q2, 2026 results on Jan 09, 2026
Reported Earnings • Oct 11First quarter 2026 earnings released: EPS: JP¥6.87 (vs JP¥18.30 in 1Q 2025)First quarter 2026 results: EPS: JP¥6.87 (down from JP¥18.30 in 1Q 2025). Revenue: JP¥8.93b (down 1.8% from 1Q 2025). Net income: JP¥97.0m (down 62% from 1Q 2025). Profit margin: 1.1% (down from 2.8% in 1Q 2025). Revenue is forecast to grow 1.7% p.a. on average during the next 3 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 fallen by 23% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥32.07 (down from JP¥131 in FY 2024). Revenue: JP¥36.4b (down 4.8% from FY 2024). Net income: JP¥452.0m (down 75% from FY 2024). Profit margin: 1.2% (down from 4.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 47%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Sep 01Bewith, Inc. to Report Q1, 2026 Results on Oct 10, 2025Bewith, Inc. announced that they will report Q1, 2026 results on Oct 10, 2025
分析記事 • Jul 18Some Investors May Be Willing To Look Past Bewith's (TSE:9216) Soft EarningsSoft earnings didn't appear to concern Bewith, Inc.'s ( TSE:9216 ) shareholders over the last week. Our analysis...
New Risk • Jul 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 162% Dividend yield: 5.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (162% cash payout ratio). Profit margins are more than 30% lower than last year (1.2% net profit margin).
Reported Earnings • Jul 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥32.07 (down from JP¥131 in FY 2024). Revenue: JP¥36.4b (down 4.8% from FY 2024). Net income: JP¥452.0m (down 75% from FY 2024). Profit margin: 1.2% (down from 4.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 47%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 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 fallen by 13% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jul 13+ 2 more updatesBewith, Inc. Provides Dividend Guidance for the Fiscal Year Ended May 31, 2026Bewith, Inc. provided dividend guidance of JPY 77.00 per share for the Fiscal year ended May 31, 2026.
お知らせ • Jul 11Bewith, Inc., Annual General Meeting, Aug 28, 2025Bewith, Inc., Annual General Meeting, Aug 28, 2025.
お知らせ • Jun 30Bewith, Inc. Revises Earnings Guidance for the Fiscal Year Ended May 31, 2025Bewith, Inc. revised earnings guidance for the fiscal year ended May 31, 2025. For the year, the company expects Net sales to be JPY 36,424 million compared to previous guidance of JPY 37,100 million. Operating profit to be JPY 1,069 million compared to previous guidance of JPY 1,450 million. Profit attributable to owners of parent to be JPY 452 million compared to previous guidance of JPY 960 million. Earnings per share to be JPY 32.07 per share compared to previous guidance of JPY 68.12. The sales results for the fiscal year ended May 31, 2025, are expected to fall short of the previous forecast (disclosed on January 10, 2025). This is primarily due to an unexpected further decline in sales in public projects, despite the fact that the company successfully turned around sales in the smart life area, which includes finance, telecommunications, and distribution, by leveraging its competitive edge in digital transformation (DX). Both operating and net profits for the fiscal year ended May 31, 2025, are also expected to fall below the previously announced figures. This is attributed to an increase in the provision for shareholder benefits, drivenby a higher-than-expected number of shareholders as of May 31, 2025, as well as impairment losses on certain locations and intangible fixed assets.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,459, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Professional Services industry in Japan. Total returns to shareholders of 12% over the past three years.
お知らせ • May 27Bewith, Inc. to Report Fiscal Year 2025 Results on Jul 11, 2025Bewith, Inc. announced that they will report fiscal year 2025 results on Jul 11, 2025
Upcoming Dividend • May 22Upcoming dividend of JP¥77.00 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 13 August 2025. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.1%).
分析記事 • May 20Bewith's (TSE:9216) Shareholders Will Receive A Bigger Dividend Than Last YearBewith, Inc. ( TSE:9216 ) has announced that it will be increasing its dividend from last year's comparable payment on...
Reported Earnings • Apr 12Third quarter 2025 earnings released: EPS: JP¥13.34 (vs JP¥29.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥13.34 (down from JP¥29.87 in 3Q 2024). Revenue: JP¥8.82b (down 6.0% from 3Q 2024). Net income: JP¥188.0m (down 55% from 3Q 2024). Profit margin: 2.1% (down from 4.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Mar 14Bewith (TSE:9216) Is Increasing Its Dividend To ¥77.00Bewith, Inc. ( TSE:9216 ) has announced that it will be increasing its dividend from last year's comparable payment on...
お知らせ • Mar 04Bewith, Inc. to Report Q3, 2025 Results on Apr 11, 2025Bewith, Inc. announced that they will report Q3, 2025 results on Apr 11, 2025
分析記事 • Feb 28Bewith (TSE:9216) Has Announced That It Will Be Increasing Its Dividend To ¥77.00Bewith, Inc. ( TSE:9216 ) has announced that it will be increasing its dividend from last year's comparable payment on...
お知らせ • Feb 27Bewith, Inc. Announces Executive ChangesBewith, Inc. announced the following changes to President, as resolved at the Board of Directors meeting held on February 27, 2025. Kenji Iijima appointed to the new position of President from the Current Position of Executive Vice President and Director. Koichi Morimoto appointed to the new position of Chairman of the Board of Directors from the Current Position of President. Reason for the Changes: The Company has been listed since March 2022 and announced the "Medium-term Management Plan 2025" in July 2023. The growth story that the Company drew up in it was one that investors could count on; however, financial results in FY24 and FY25 have fallen short of expectations. Changes in the global environment, including the emergence of Generative AI, are likely to bring significant transformations to expectations for the Company. The Company firmly believes that now is the time to return to Business Philosophy: "Contributing to society through insights." Furthermore, the Company recognizes the need to rebuild its growth story and restore business performance by leveraging deep insights and the collective strength of its employees. In light of these circumstances, the Company has decided to appoint a new President and CEO. The Company aims to maximize corporate value by refine services utilizing the latest technologies, and to evolve into an innovative company. Brief Personal History of New President and CEO: June 2002: Joined the Company, October 2009: General Manager (in charge of Corporate Planning Dept.), September 2015 General Manager, Corporate Planning Dept. June 2016: Director, Executive Officer, Gene Manager of Corporate Planning Dept. August 2018: Executive Officer and General Manager, Corporate Division, November 2018: Executive Vice President and Director. Scheduled Date of Assumption of Office is March 1, 2025.
分析記事 • Jan 26Bewith's (TSE:9216) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Bewith, Inc. ( TSE:9216 ) has announced that it will be paying its dividend of ¥77.00 on the 13th of...
お知らせ • Jan 23Medley, Inc. (TSE:4480) agreed to acquire 75.4% stake in AxisRoot Holdings, Inc. from Kazuma Kondo, Bewith, Inc. (TSE:9216) and Tsuzuki Gakuen Educational Corporation for ¥6.1 billion.Medley, Inc. (TSE:4480) agreed to acquire 75.4% stake in AxisRoot Holdings, Inc. from Kazuma Kondo, Bewith, Inc. (TSE:9216) and Tsuzuki Gakuen Educational Corporation for ¥6.1 billion on January 23, 2025. Thereafter, a reverse stock split will be carried out for the common shares of AxisRoot Holdings. The ratio of the reverse stock split will be determined in such manner that only the Company and Alfresa Corporation will own the common stock of AxisRoot Holdings and the number of shares held by minority shareholders of AxisRoot Holdings will be less than one share. All outstanding stock acquisition rights of AxisRoot Holdings are scheduled to be exercised in connection with the reverse stock split. After the reverse stock split and purchase of fractional shares, Medley will acquire 7.4% of the common stock of AxisRoot Holdings held by Alfresa Corporation via the share exchange, thereby converting AxisRoot Holdings into a wholly owned subsidiary of Medley and Alfresa Corporation will hold 0.5% of the outstanding shares of Medley. For the period ending February 29, 2024, AxisRoot Holdings, Inc. reported total revenue of ¥1.74 billion, EBIT of ¥258 million, net income of ¥167 million and EBITDA of ¥295 million. As of February 29, 2024, AxisRoot Holdings, Inc. reported total assets of ¥1.31 billion and total common equity of ¥898 million. The expected completion of the transaction is January 31, 2025.
New Risk • Jan 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 5.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Jan 14Second quarter 2025 earnings released: EPS: JP¥21.46 (vs JP¥37.11 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.46 (down from JP¥37.11 in 2Q 2024). Revenue: JP¥9.30b (down 4.0% from 2Q 2024). Net income: JP¥302.5m (down 42% from 2Q 2024). Profit margin: 3.3% (down from 5.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Professional Services industry in Japan.
分析記事 • Jan 12Bewith (TSE:9216) Will Pay A Larger Dividend Than Last Year At ¥77.00Bewith, Inc.'s ( TSE:9216 ) dividend will be increasing from last year's payment of the same period to ¥77.00 on 13th...
Declared Dividend • Jan 12Dividend of JP¥77.00 announcedShareholders will receive a dividend of JP¥77.00. Ex-date: 29th May 2025 Payment date: 13th August 2025 Dividend yield will be 5.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 22% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 10+ 1 more updateBewith, Inc. Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending May 31, 2025Bewith, Inc. revised consolidated earnings guidance for the full fiscal year ending May 31, 2025. For the period, the company expects net sales of JPY 37,100 million, operating profit of JPY 1,450 million, profit attributable to owners of parent of JPY 960 million and earnings per share of JPY 68.12 compared to previous forecast for net sales of JPY 42,000 million, operating profit of JPY 3,200 million, profit attributable to owners of parent of JPY 2,180 million and earnings per share of JPY 154.79. The company has hereby revised its forecasts for the fiscal year ending May 31, 2025, based on the financial results to date and a review of recent performance trends. The sales performance in the first half of the fiscal year ending May 31, 2025, has been conservatively reviewed by the company due to a decline in certain existing public projects, which has kept sales weak and resulted in falling short of acquiring new customers. The company has also revised the operating costs planned for the previously announced forecasts. However, operating costs have remained high relative to the declined sales, primarily due to growth investments implemented last year. For these reasons, the company has revised its consolidated forecasts at each level of income to be lower than the previously announced forecasts.
お知らせ • Oct 30Bewith, Inc. to Report Q2, 2025 Results on Jan 10, 2025Bewith, Inc. announced that they will report Q2, 2025 results on Jan 10, 2025
Reported Earnings • Oct 13First quarter 2025 earnings released: EPS: JP¥18.30 (vs JP¥31.61 in 1Q 2024)First quarter 2025 results: EPS: JP¥18.30 (down from JP¥31.61 in 1Q 2024). Revenue: JP¥9.09b (down 5.8% from 1Q 2024). Net income: JP¥257.7m (down 41% from 1Q 2024). Profit margin: 2.8% (down from 4.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Japan.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥1,510, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Professional Services industry in Japan. Total loss to shareholders of 38% over the past year.
分析記事 • Aug 05It's A Story Of Risk Vs Reward With Bewith, Inc. (TSE:9216)There wouldn't be many who think Bewith, Inc.'s ( TSE:9216 ) price-to-earnings (or "P/E") ratio of 13x is worth a...
お知らせ • Aug 03Bewith, Inc. to Report Q1, 2025 Results on Oct 11, 2024Bewith, Inc. announced that they will report Q1, 2025 results on Oct 11, 2024
Reported Earnings • Jul 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥131 (up from JP¥122 in FY 2023). Revenue: JP¥38.3b (up 8.8% from FY 2023). Net income: JP¥1.83b (up 9.3% from FY 2023). Profit margin: 4.8% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Professional Services industry in Japan.
分析記事 • Jul 13Some Investors May Be Worried About Bewith's (TSE:9216) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Jul 12Bewith, Inc., Annual General Meeting, Aug 28, 2024Bewith, Inc., Annual General Meeting, Aug 28, 2024.
お知らせ • Jul 11+ 1 more updateBewith, Inc. Announces Dividend for the Fiscal Year Ended May 31, 2024, Payable on August 13, 2024; Provides Dividend Guidance for the Fiscal Year Ending May 31, 2025Bewith, Inc. announced dividend for the fiscal year ended May 31, 2024. For the year, the company announced dividend of JPY 53.00 per share against JPY 49.00 per share paid a year ago. Dividend payable date (as planned) is August 13, 2024. For the fiscal year ending May 31, 2025, the company expects to pay dividend of JPY 77.00 per share against JPY 53.00 per share paid a year ago.
分析記事 • May 29Bewith's (TSE:9216) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Bewith, Inc. ( TSE:9216 ) has announced that it will be paying its dividend of ¥50.00 on the 15th of...
お知らせ • May 29Bewith, Inc. to Report Fiscal Year 2024 Results on Jul 11, 2024Bewith, Inc. announced that they will report fiscal year 2024 results on Jul 11, 2024
Upcoming Dividend • May 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.0%).
Reported Earnings • Apr 12Third quarter 2024 earnings released: EPS: JP¥29.87 (vs JP¥36.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.87 (down from JP¥36.53 in 3Q 2023). Revenue: JP¥9.38b (up 3.3% from 3Q 2023). Net income: JP¥418.0m (down 17% from 3Q 2023). Profit margin: 4.5% (down from 5.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Professional Services industry in Japan.
分析記事 • Mar 29Bewith (TSE:9216) Is Increasing Its Dividend To ¥50.00Bewith, Inc. ( TSE:9216 ) has announced that it will be increasing its dividend from last year's comparable payment on...
お知らせ • Mar 28Bewith, Inc. to Report Q3, 2024 Results on Apr 11, 2024Bewith, Inc. announced that they will report Q3, 2024 results on Apr 11, 2024
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥2,190, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Professional Services industry in Japan. Total returns to shareholders of 35% over the past year.
Reported Earnings • Jan 13Second quarter 2024 earnings released: EPS: JP¥37.06 (vs JP¥29.09 in 2Q 2023)Second quarter 2024 results: EPS: JP¥37.06 (up from JP¥29.09 in 2Q 2023). Revenue: JP¥9.69b (up 13% from 2Q 2023). Net income: JP¥517.2m (up 30% from 2Q 2023). Profit margin: 5.3% (up from 4.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Professional Services industry in Japan.
Buying Opportunity • Jan 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥2,440, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last year. Earnings per share has grown by 30%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 30% in the next 2 years.
お知らせ • Jan 11+ 1 more updateBewith, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 31, 2024Bewith, Inc. provided consolidated earnings guidance for the fiscal year ending May 31, 2024. For the period, the company expects net sales of JPY 39,000 million, operating profit of JPY 2,900 million, profit attributable to owners of parent of JPY 1,970 million and basic earnings per share of JPY 141.80.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,091, 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 78% over the past year.
お知らせ • Nov 01Bewith, Inc. to Report Q2, 2024 Results on Jan 11, 2024Bewith, Inc. announced that they will report Q2, 2024 results on Jan 11, 2024
Buying Opportunity • Oct 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be JP¥2,474, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last year. Earnings per share has grown by 30%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.
Reported Earnings • Oct 13First quarter 2024 earnings released: EPS: JP¥31.61 (vs JP¥9.05 in 1Q 2023)First quarter 2024 results: EPS: JP¥31.61 (up from JP¥9.05 in 1Q 2023). Revenue: JP¥9.65b (up 20% from 1Q 2023). Net income: JP¥440.0m (up 255% from 1Q 2023). Profit margin: 4.6% (up from 1.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Professional Services industry in Japan.
お知らせ • Oct 12Bewith, Inc. Provides Dividend Guidance for Year 2024Bewith, Inc. provided dividend guidance for year 2024. For the period the company expected to pay the dividend of JPY 50 per share against JPY 49 per share a year ago.
Reported Earnings • Sep 05Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥122 (down from JP¥136 in FY 2022). Revenue: JP¥35.2b (up 8.5% from FY 2022). Net income: JP¥1.68b (down 5.5% from FY 2022). Profit margin: 4.8% (down from 5.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.9%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Professional Services industry in Japan.
お知らせ • Aug 27Bewith, Inc. to Report Q1, 2024 Results on Oct 12, 2023Bewith, Inc. announced that they will report Q1, 2024 results on Oct 12, 2023
New Risk • Jul 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% 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 Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.7% average weekly change).
Reported Earnings • Jul 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥122 (down from JP¥136 in FY 2022). Revenue: JP¥35.2b (up 8.5% from FY 2022). Net income: JP¥1.68b (down 5.5% from FY 2022). Profit margin: 4.8% (down from 5.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.9%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Professional Services industry in Japan.
お知らせ • Jul 13+ 2 more updatesBewith, Inc., Annual General Meeting, Aug 30, 2023Bewith, Inc., Annual General Meeting, Aug 30, 2023.
Buying Opportunity • Jun 01Now 21% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be JP¥2,167, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.6%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 80% in the next 2 years.
Upcoming Dividend • May 23Upcoming dividend of JP¥49.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 10 August 2023. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥2,043, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 19x in the Professional Services industry in Japan. Total returns to shareholders of 49% over the past year.
Reported Earnings • Apr 15Third quarter 2023 earnings released: EPS: JP¥36.53 (vs JP¥24.59 in 3Q 2022)Third quarter 2023 results: EPS: JP¥36.53 (up from JP¥24.59 in 3Q 2022). Revenue: JP¥9.08b (up 8.7% from 3Q 2022). Net income: JP¥502.0m (up 49% from 3Q 2022). Profit margin: 5.5% (up from 4.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Professional Services industry in Japan.
Buying Opportunity • Feb 02Now 20% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be JP¥1,833, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last year. Earnings per share has declined by 19%. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 60% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,303, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the IT industry in Japan.
Reported Earnings • Jan 13Second quarter 2023 earnings released: EPS: JP¥29.09 (vs JP¥24.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥29.09 (up from JP¥24.59 in 2Q 2022). Revenue: JP¥8.56b (up 2.5% from 2Q 2022). Net income: JP¥399.0m (up 18% from 2Q 2022). Profit margin: 4.7% (up from 4.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan.
お知らせ • Jan 12+ 1 more updateBewith, Inc. Provides Dividend Guidance for the Year Ending May 2023Bewith, Inc. provided dividend guidance for the year ending May 2023. For the year, the company expects to pay dividend of ¥49.00 against ¥47.00 paid last year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Oct 31Bewith, Inc. to Report Q2, 2023 Results on Jan 12, 2023Bewith, Inc. announced that they will report Q2, 2023 results on Jan 12, 2023
Reported Earnings • Oct 15First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: JP¥9.05. Net income: JP¥124.0m (up JP¥124.0m from 1Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Japan.
お知らせ • Oct 13+ 1 more updateBewith, Inc. Provides Dividend Guidance for the Year Ending May 31, 2023Bewith, Inc. provided dividend guidance for the year ending May 31, 2023. For the year, the company expects to pay JPY 49.00 per share compared to JPY 47.00 per share a year ago.
お知らせ • Sep 23Bewith, Inc. (TSE:9216) entered into a agreement to acquire 60% stake in Doinet Co., Ltd from Koki Doi.Bewith, Inc. (TSE:9216) entered into a agreement to acquire 60% stake in Doinet Co., Ltd from Koki Doi on September 22, 2022. Bewith, Inc. will acquire 120 shares in Doinet Co., Ltd. The transaction is expected to enter into a agreement on September 30, 2022. The transaction is expected to close on October 1, 2022.
お知らせ • Aug 26Bewith, Inc. to Report Q1, 2023 Results on Oct 13, 2022Bewith, Inc. announced that they will report Q1, 2023 results on Oct 13, 2022
お知らせ • Jul 29Bewith, Inc. Announces Year End Dividend for the Fiscal Year Ended May 31, 2022, Payable on August 10, 2022Bewith, Inc. announced year end dividend for the fiscal year ended May 31, 2022. For the period, the company announced year end dividend of JPY 47 per share compared to JPY 8,900 per share a year ago. The company carried out a 200-for-1 stock split for its common share on October 22, 2021. The figures for fiscal year ended May 31, 2021 are the actual amounts of dividends before the said stock split. The amount of dividend after taking into account the said stock split is ¥44.50. The dividend will be payable on August 10, 2022.
Reported Earnings • Jul 17Full year 2022 earnings released: EPS: JP¥136 (vs JP¥129 in FY 2021)Full year 2022 results: EPS: JP¥136 (up from JP¥129 in FY 2021). Revenue: JP¥32.4b (up 12% from FY 2021). Net income: JP¥1.78b (up 7.3% from FY 2021). Profit margin: 5.5% (down from 5.7% in FY 2021). The decrease in margin was driven by higher expenses.
お知らせ • Jul 16Bewith, Inc., Annual General Meeting, Aug 25, 2022Bewith, Inc., Annual General Meeting, Aug 25, 2022.
お知らせ • Jul 14+ 2 more updatesBewith, Inc. Provides Dividend for the Fiscal Year Ended May 31, 2022, Payable on August 10, 2022Bewith, Inc. announced dividend of JPY 47.00 per share for the fiscal year ended May 31, 2022 against JPY 8,900.00 per share a year ago. Dividend payable date (as planned) is August 10, 2022.
お知らせ • May 13Bewith, Inc. to Report Fiscal Year 2022 Results on Jul 14, 2022Bewith, Inc. announced that they will report fiscal year 2022 results on Jul 14, 2022
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. was the last director to join the board, commencing their role in . The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Bewith, Inc. to Report Q3, 2022 Results on Apr 13, 2022Bewith, Inc. announced that they will report Q3, 2022 results on Apr 13, 2022
お知らせ • Mar 04Bewith, Inc. has completed an IPO in the amount of ¥7.42 billion.Bewith, Inc. has completed an IPO in the amount of ¥7.42 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,300,000 Price\Range: ¥1400 Discount Per Security: ¥84
Board Change • Mar 02No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. was the last director to join the board, commencing their role in . The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
